BETH ISRAEL LAHEY HEALTH INC HCSR: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BETH ISRAEL LAHEY HEALTH INC HCSR (EIN 83-2671600)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-15
- IRS object ID
- 202542279349302704
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T11:48:14-05:00 | 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 | 832671600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ISRAEL LAHEY HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 6176670003 | 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 | 6176670003 | 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 | RAFAEL HERNANDEZ | 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 | $876,146,117 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BILH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 180 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $3,742,483 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $591,495 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $261,750 | PYContributionsGrantsAmt |
| CY Contributions Grants | $42,308 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $550,155,231 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $865,487,789 | CYProgramServiceRevenueAmt |
| PY Investment Income | $207,492 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,116,802 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,276,462 | PYOtherRevenueAmt |
| CY Other Revenue | $6,454,543 | CYOtherRevenueAmt |
| PY Total Revenue | $553,900,935 | PYTotalRevenueAmt |
| CY Total Revenue | $876,101,442 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $530,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,881,550 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $336,378,258 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $512,502,596 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $266,912,026 | PYOtherExpensesAmt |
| CY Other Expenses | $414,260,683 | CYOtherExpensesAmt |
| PY Total Expenses | $603,820,284 | PYTotalExpensesAmt |
| CY Total Expenses | $928,644,829 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$49,919,349 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$52,543,387 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $586,910,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $545,832,821 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $759,930,225 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $770,936,131 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$173,019,801 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$225,103,310 | 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 | $928,105,841 | ExpenseAmt |
| Grant | $1,881,550 | GrantAmt |
| Revenue | $865,854,016 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $928,105,841 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 25481 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 180 | 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 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 | 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 CENTER 4TH FL | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||
| TTEE, PRES, & CEO (EX-OFF) | 33.00 | 32.00 | Yes (X) | Yes (X) | $4,313,387 | $0 | $1,097,028 | |||
| KIMBALL MD MPH ALEXA B | ||||||||||
| TRUSTEE (PRESIDENT & CEO, HMFP) | 1.00 | 64.00 | Yes (X) | $0 | $1,089,830 | $109,829 | ||||
| LIESCHING MD TIMOTHY | ||||||||||
| TRUSTEE, CMO LHMC | 1.00 | 57.00 | Yes (X) | $0 | $713,219 | $88,251 | ||||
| MCCULLOUGH MD DANIEL J | ||||||||||
| TRUSTEE; PHYSICIAN, FAMILY MEDICINE | 1.00 | 55.00 | Yes (X) | $0 | $391,617 | $36,096 | ||||
| HORNIDGE ESQ ANN-ELLEN | ||||||||||
| TRUSTEE & CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JICK DANIEL J | ||||||||||
| TRUSTEE & VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EBERLE ROBERT | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCISCO BETTY | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRANT THOMAS H | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GUPTA YOGESH | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HANNON FACHE PATRICIA | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KINGTON MD PHD RAYNARD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDE DOUGLAS T | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MANDELL MD JAMES | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NORMAN NANCY | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| O'HANLEY RONALD | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SULLIVAN MD MARY ANNA | ||||||||||
| TRUSTEE, PHYSICIAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| VALLETTA ROBERT | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALSH JANE | ||||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RIOS CINDY | ||||||||||
| TREAS (EX-OFF) (EXECUTIVE VP & CFO) | 26.00 | 39.00 | Yes (X) | $1,471,427 | $0 | $217,736 | ||||
| KATZ ESQ JAMIE | ||||||||||
| CLERK (EX-OFFICIO), GENERAL COUNSEL | 27.00 | 37.00 | Yes (X) | $1,270,175 | $0 | $32,002 | ||||
| ROWAN MICHAEL | ||||||||||
| EXEC VP, HOSPITAL & AMBULATORY SVCS | 47.00 | 18.00 | $2,302,117 | $0 | $2,401,778 | Yes (X) | ||||
| HEALY PETER | ||||||||||
| DIV PRES, METRO BOSTON & PRES, BIDMC | 1.00 | 64.00 | $0 | $1,597,609 | $84,548 | Yes (X) | ||||
| SHORETT PETER | ||||||||||
| SENIOR EXECUTIVE VP & COO | 44.00 | 21.00 | $1,559,476 | $0 | $48,246 | Yes (X) | ||||
| LEPORE KRISTEN | ||||||||||
| EVP & CHIEF ADMINISTRATIVE OFFICER | 55.00 | 0.00 | $1,264,885 | $0 | $65,800 | Yes (X) | ||||
| HARRIS SUSAN | ||||||||||
| EVP & CHIEF HUMAN RESOURCES OFFICER | 55.00 | 0.00 | $1,242,236 | $0 | $51,708 | Yes (X) | ||||
| FIELDS MD ROBERT | ||||||||||
| EXECUTIVE VP, CHIEF CLINICAL OFFICER | 55.00 | 8.00 | $1,249,649 | $0 | $31,658 | Yes (X) | ||||
| TANDON MANU | ||||||||||
| CHIEF INFORMATION OFFICER | 55.00 | 0.00 | $1,126,655 | $0 | $49,816 | Yes (X) | ||||
| BELL JAMES | ||||||||||
| SVP/CHIEF INVESTMENT OFFICER | 55.00 | 0.00 | $1,017,082 | $0 | $117,989 | Yes (X) | ||||
| SZABO MD PHD HON GYONGYI | ||||||||||
| CHIEF ACADEMIC OFFICER | 55.00 | 3.00 | $1,013,205 | $0 | $89,291 | Yes (X) | ||||
| SANDS TOM | ||||||||||
| INT DIV PRES,COMMNTY; PRES, NHC | 1.00 | 57.00 | $0 | $708,524 | $248,897 | Yes (X) | ||||
| JOHNSON MD MS FACP ELIZABETH | ||||||||||
| PRES, BILH PRIMARY CARE NETWORK | 1.00 | 60.00 | $0 | $789,995 | $104,587 | Yes (X) | ||||
| LAPING KRISTINE | ||||||||||
| CHIEF DEVELOPMENT OFFICER | 55.00 | 0.00 | $848,229 | $0 | $43,095 | Yes (X) | ||||
| ROBERTS BETH-ANN | ||||||||||
| PRES, BILH PERFORMANCE NETWORK | 55.00 | 0.00 | $696,501 | $0 | $152,498 | Yes (X) | ||||
| BROWN KERRY | ||||||||||
| CHIEF OF STAFF | 55.00 | 0.00 | $738,411 | $0 | $34,045 | Yes (X) | ||||
| DOSSANTOS ESQ DEBORAH | ||||||||||
| DEPUTY GENERAL COUNSEL | 55.00 | 0.00 | $646,527 | $0 | $50,557 | Yes (X) | ||||
| LOPERA JUAN FERNANDO | ||||||||||
| CHIEF COMMUNITY/HLTH IMPACT OFFICER | 55.00 | 0.00 | $617,039 | $0 | $77,526 | Yes (X) | ||||
| GIZMUNT JENNIFER | ||||||||||
| PRESIDENT, BILH CONTINUING CARE | 1.00 | 57.00 | $0 | $623,581 | $49,955 | Yes (X) | ||||
| DUTCHER LORI | ||||||||||
| CHIEF COMPLIANCE OFFICER | 55.00 | 0.00 | $561,979 | $0 | $50,940 | Yes (X) | ||||
| FRANCIOLI CARL | ||||||||||
| DIVISIONAL CFO, METRO BOSTON | 1.00 | 56.00 | $0 | $564,449 | $36,098 | Yes (X) | ||||
| DEVITA NICOLE | ||||||||||
| SVP, COO BILH PERFORMANCE NETWORK | 55.00 | 1.00 | $551,139 | $0 | $29,609 | Yes (X) | ||||
| DONOVAN SHAWN | ||||||||||
| MANAGING DIRECTOR, INVESTMENTS | 55.00 | 0.00 | $698,185 | $0 | $99,278 | Yes (X) | ||||
| ANTONAS JULIE | ||||||||||
| MGING DIR, INVESTMENTS (END 6/21/24) | 55.00 | 0.00 | $579,341 | $0 | $53,249 | Yes (X) | ||||
| MILLER AMY | ||||||||||
| CHIEF HEALTH INFORMATICS OFFICER | 55.00 | 0.00 | $576,053 | $0 | $29,907 | Yes (X) | ||||
| WOODS MATTHEW | ||||||||||
| INT DIV CFO, COMMUNITY; SVP CORP FIN | 55.00 | 3.00 | $524,076 | $0 | $55,268 | Yes (X) | ||||
| ALOZIE NNAMDI | ||||||||||
| VICE PRESIDENT, STRATEGY | 55.00 | 0.00 | $526,086 | $0 | $33,650 | Yes (X) | ||||
| NESTO MD RICHARD | ||||||||||
| FORMER CHIEF MEDICAL OFFICER, BILH | 0.00 | 0.00 | $924,494 | $0 | $583,411 | Yes (X) | ||||
| DEZELAN MARIAN | ||||||||||
| FRMR CHIEF MKTG & COMM OFFICER | 0.00 | 0.00 | $1,304,425 | $0 | $33,741 | Yes (X) | ||||
| JOHNSON MARK | ||||||||||
| FRMR SVP FIN OPS & CFO CORP ACCTG | 0.00 | 0.00 | $693,373 | $0 | $362,296 | Yes (X) | ||||
| COLLINS STEVEN | ||||||||||
| FMR VP&CFO, FIN PLAN ANAL & SUPP SVC | 0.00 | 0.00 | $404,953 | $0 | $116,028 | Yes (X) | ||||
| LONGWORTH MD DAVID | ||||||||||
| FRMR CHAIR, BILHPC & PRES, LHMC | 0.00 | 0.00 | $249,253 | $0 | $15,489 | Yes (X) | ||||
| JACOBS HILARY C | ||||||||||
| FRMR PRES BILH BEHAVIORAL HEALTH | 0.00 | 0.00 | $0 | $218,018 | $23,582 | Yes (X) | ||||
| SILVA BALDOMERO | ||||||||||
| FRMR SVP, HR BUSINESS PARTNERS | 0.00 | 0.00 | $133,365 | $0 | $0 | Yes (X) | ||||
| DEVEAU STEPHEN | ||||||||||
| FINANCE MGR; FRMR VP, FIN REPTING | 0.00 | 0.00 | $114,450 | $0 | $5,538 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $29,218,173 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,696,842 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,811,020 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 169 | 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | |||||
| PO BOX 73307 | CHICAGO | IL | 60673 | EMPLOYEE RETIREMENT BENEFIT SVCS | $36,005,025 |
| EPIC SYSTEMS CORPORATION | |||||
| PO BOX 88314 | MILWAUKEE | WI | 53288 | ELECTRONIC MEDICAL RECORDS SYSTEM | $22,082,740 |
| CDW GOVERNMENT INC | |||||
| 75 REMITTANCE DRIVE | CHICAGO | IL | 60675 | TECHNOLOGICAL SERVICES | $13,817,800 |
| HEALTHCARE WORKFORCE LOGISTICS LLC | |||||
| 2655 NORTHWINDS PARKWAY | ALPHARETTA | GA | 30009 | STAFFING SERVICES | $8,619,694 |
| HURON CONSULTING SERVICES LLC | |||||
| 3005 MOMENTUM PLACE | CHICAGO | IL | 60689 | STRATEGIC CONSULTING | $8,385,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 219 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,300 | RelatedOrganizationsAmt |
| All Other Contributions | $41,008 | AllOtherContributionsAmt |
| Total Contributions | $42,308 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE TO AFFILIATES | 561000 | $848,622,273 | $848,622,273 |
| MANAGEMENT/ADMIN | 561000 | $16,195,910 | $16,195,910 |
| PATIENT ACCESS EXPANSI | 561000 | $669,606 | $669,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $865,487,789 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,116,617 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $328 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,116,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $185 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $185 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $185 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $44,675 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$44,675 | TotalRevenueColumnAmt |
| Exclusion | -$44,675 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| INVESTMENT MGMT FEES | 523940 | $2,870,692 | $2,870,692 | |
| REBATES AND REFUNDS | 561000 | $2,391,021 | $2,391,021 | |
| INSURANCE INCOME-CRICO | 900099 | $640,996 | $640,996 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $596,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $366,227 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $230,282 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,499,218 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $876,101,442 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $865,854,016 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,742,483 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,462,635 | 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 | $1,881,550 | TotalAmt |
| Program Services | $1,881,550 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,131,441 | TotalAmt |
| Program Services | $27,131,441 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,940,816 | TotalAmt |
| Program Services | $4,940,816 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,109,286 | TotalAmt |
| Program Services | $397,109,286 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,315,218 | TotalAmt |
| Program Services | $1,315,218 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,263,826 | TotalAmt |
| Program Services | $59,263,826 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,742,009 | TotalAmt |
| Program Services | $22,742,009 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,575,226 | TotalAmt |
| Program Services | $32,575,226 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,586,988 | TotalAmt |
| Program Services | $9,586,988 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,286,841 | TotalAmt |
| Program Services | $2,286,841 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,988 | TotalAmt |
| Management And General | $538,988 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,757,164 | TotalAmt |
| Program Services | $100,757,164 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,162,595 | TotalAmt |
| Program Services | $10,162,595 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,514,587 | TotalAmt |
| Program Services | $29,514,587 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,816,664 | TotalAmt |
| Program Services | $37,816,664 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,232 | TotalAmt |
| Program Services | $755,232 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,674 | TotalAmt |
| Program Services | $32,674 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,376,489 | TotalAmt |
| Program Services | $15,376,489 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,810,878 | TotalAmt |
| Program Services | $13,810,878 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MAINTENANCE CONTRACTS | $126,780,625 | $126,780,625 |
| BILLING FEES | $15,090,361 | $15,090,361 |
| TRAINING | $10,849,717 | $10,849,717 |
| LICENSES AND DUES | $3,200,769 | $3,200,769 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,124,885 | TotalAmt |
| Program Services | $5,124,885 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,644,829 | TotalAmt |
| Program Services | $928,105,841 | ProgramServicesAmt |
| Management And General | $538,988 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,468,661 | BOYAmt |
| EOY | $4,180,005 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,093,649 | BOYAmt |
| EOY | $227,622,272 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,550,024 | BOYAmt |
| EOY | $1,903,940 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,932,368 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,929,510 | BOYAmt |
| EOY | $22,230,555 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $155,740,591 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,738,869 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,674,063 | BOYAmt |
| EOY | $128,001,722 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,463,852 | BOYAmt |
| EOY | $154,845 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,730,665 | BOYAmt |
| EOY | $156,807,114 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,910,424 | BOYAmt |
| EOY | $545,832,821 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,664,972 | BOYAmt |
| EOY | $273,706,241 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,504 | BOYAmt |
| EOY | $601,568 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,273,749 | BOYAmt |
| EOY | $496,628,322 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,930,225 | BOYAmt |
| EOY | $770,936,131 | 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 | -$173,924,436 | BOYAmt |
| EOY | -$225,697,945 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,635 | BOYAmt |
| EOY | $594,635 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$173,019,801 | BOYAmt |
| EOY | -$225,103,310 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,910,424 | BOYAmt |
| EOY | $545,832,821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$52,543,387 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,357 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $16,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $440,521 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 15 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (15 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ANNA JAQUES HOSPITAL INC | ||||
| 042104338 | 3 | Yes (1) | $311,830,703 | $0 |
| BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM | ||||
| 043229679 | 3 | Yes (1) | $305,434,803 | $0 |
| BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC | ||||
| 222667354 | 3 | Yes (1) | $796,109,761 | $0 |
| BETH ISRAEL DEACONESS HOSPITAL - MILTON | ||||
| 042103604 | 3 | Yes (1) | $159,812,871 | $0 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||
| 042103881 | 3 | Yes (1) | $5,907,101,127 | $0 |
| LAHEY HEALTH SHARED SERVICES INC | ||||
| 043178972 | 10 | Yes (1) | $478,793,989 | $0 |
| EXETER HOSPITAL | ||||
| 222674014 | 3 | Yes (1) | $7,767,193 | $0 |
| BETH ISRAEL LAHEY HEALTH PHARMACY INC | ||||
| 822526816 | 3 | Yes (1) | $811,147,095 | $0 |
| JOSLIN DIABETES CENTER INC | ||||
| 042203836 | 3 | Yes (1) | $14,053,737 | $0 |
| MOUNT AUBURN HOSPITAL | ||||
| 042103606 | 3 | Yes (1) | $840,101,175 | $0 |
| NEW ENGLAND BAPTIST HOSPITAL | ||||
| 042103612 | 3 | Yes (1) | $451,410,806 | $0 |
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | ||||
| 042777145 | 10 | Yes (1) | $116,201,734 | $0 |
| NORTHEAST HOSPITAL CORPORATION | ||||
| 042121317 | 3 | Yes (1) | $954,023,718 | $0 |
| WINCHESTER HOSPITAL | ||||
| 042104434 | 3 | Yes (1) | $655,141,838 | $0 |
| LAHEY CLINIC FOUNDATION INC | ||||
| 042323457 | 3 | Yes (1) | $2,808,974,403 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 15 | SupportedOrganizationsTotalCnt |
| Support Sum | $14,617,904,953 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Substitution Beyond Org Cntl | 0 | SubstitutionBeyondOrgCntlInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 5A: | EFFECTIVE JULY 1, 2023 BILH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC (EIN: 02-0222126 (EHRI)) WHICH IN TURNS SERVES AS THE SOLE MEMBER OF THE ENTITIES LISTED BELOW. ON MARCH 29, 2024 AND AS REPORTED IN FORM 990 PART VI SECTION A QUESTION 4, BILH AMENDED ITS ARTICLES TO LIST THE NAMES OF THE ORGANIZATIONS IT HAD SUPPORTED PRIOR TO BECOMING THE SOLE MEMBER OF EHRI AS WELL AS TO LIST THE ENTITIES BELOW WHICH ARE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE CODE, CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OR 509(A)(2) OF THE CODE AND WHICH ARE NOW SUPPORTED BY BILH. EXETER HOSPITAL, INC., EIN: 22-2674014 CORE PHYSICIANS, LLC., EIN: 87-0807914 ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE, EIN: 02-0274905 |
| SCHEDULE A, PART IV, SECTION D, LINE 3: | BETH ISRAEL LAHEY HEALTH, INC. (BILH) MAINTAINS AN INVESTMENT COMMITTEE WHICH IS A SUB-COMMITTEE OF THE BILH BOARD OF TRUSTEES AND COMPRISED OF INDEPENDENT BOARD MEMBERS. THE CHIEF EXECUTIVE OFFICER, GENERAL COUNSEL AND CHIEF FINANCIAL OFFICER OF BILH ALSO SERVE IN THE CAPACITY OF CHIEF EXECUTIVE OFFICER, CLERK (EX-OFFICIO) AND TREASURER (EX-OFFICIO) FOR EACH OF THE SUPPORTED ENTITIES. THE CHIEF EXECUTIVE OFFICER OR HIS DESIGNEE ALSO SERVES AS A VOTING MEMBER OF THE BOARD OF TRUSTEES FOR THE SUPPORTED ORGANIZATIONS. BY VIRTUE OF THIS CLOSE OPERATING RELATIONSHIP, BILH'S SUPPORTED ORGANIZATIONS HAD A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR. |
| SCHEDULE A, PART IV, SECTION E, LINE 3A: | AS SOLE MEMBER OR, IN THE CASE OF EXETER HOSPITAL, CORE PHYSICIANS, LLC AND ROCKINGHAM VNA AND HOSPICE, THE INDIRECT MEMBER, BILH HAS THE EXCLUSIVE AUTHORITY TO (A) APPOINT AND REAPPOINT TRUSTEES, (B) FILL ANY VACANCIES IN THE OFFICES OF TRUSTEES, AND (C) ACTING BY VOTE OF NOT LESS THAN THREE QUARTERS (3/4) OF THE MEMBER'S TRUSTEES THEN IN OFFICE, REMOVE, WITH OR WITHOUT CAUSE, A TRUSTEE. |
| SCHEDULE A, PART IV, SECTION E, LINE 3B: | AS PREVIOUSLY NOTED IN THIS FORM 990 SCHEDULE A, THE CHIEF EXECUTIVE OFFICER, GENERAL COUNSEL AND CHIEF FINANCIAL OFFICER OF BILH ALSO SERVE IN THE CAPACITY OF CHIEF EXECUTIVE OFFICER, CLERK (EX-OFFICIO) AND TREASURER (EX-OFFICIO) FOR EACH OF THE SUPPORTED ENTITIES. THE CHIEF EXECUTIVE OFFICER OR HIS DESIGNEE ALSO SERVES AS A VOTING MEMBER OF THE BOARD OF TRUSTEES FOR THE SUPPORTED ORGANIZATIONS. BY VIRTUE OF THIS CLOSE OPERATING RELATIONSHIP, BILH EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (1) | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $538,988 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $538,988 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | BETH ISRAEL LAHEY HEALTH, INC. ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER NETWORK AFFILIATES AND/OR PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $538,988 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,876,747 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,009,258 | DepreciationAmt |
| Book Value | $3,867,489 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $240,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,083,236 | DepreciationAmt |
| Book Value | -$843,236 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $103,772,569 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,646,375 | DepreciationAmt |
| Book Value | $79,126,194 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,851,275 | OtherCostOrOtherBasisAmt |
| Book Value | $45,851,275 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $128,001,722 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING LEASE ASSETS | $70,440,021 |
| DEPOSITS RECEIVABLE | $650,000 |
| DUE FROM AFFILIATES | $73,786,244 |
| DEFERRED COMPENSATION | $11,930,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $156,807,114 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED THIRD-PARTY SETTLEMENTS, NET | $78,825,430 |
| OPERATING LEASED LIABILITIES | $78,893,000 |
| DUE TO AFFILIATES | $292,271,395 |
| WORKERS COMPENSATION | $178,505 |
| DEFERRED COMPENSATION | $11,930,849 |
| ACCRUED IBNR PAYABLE | $34,529,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $496,628,322 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2 | FormAndLineReferenceDesc |
| Explanation | AT SEPTEMBER 30, 2024, BETH ISRAEL LAHEY HEALTH NO LONGER HELD THE INVESTMENTS THAT HAD GIVEN RISE TO A REPORTING OBLIGATION IN FORM 990 SCHEDULE F PART I IN PREVIOUS TAX FILINGS. AS SUCH, THIS FORM 990 SCHEDULE F PART I IS INCLUDED AS REQUIRED, AND HAS NO AMOUNT REPORTED FOR THIS PERIOD." | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOSTON MARATHON | Event1Nm |
| Food And Beverage Event1 | $3,267 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $41,408 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Total Events | $3,267 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,408 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $44,675 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$44,675 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART II | FormAndLineReferenceDesc |
| Explanation | BETH ISRAEL LAHEY HEALTH ("BILH") DEVELOPMENT TEAM COORDINATED A SYSTEMWIDE BOSTON MARATHON EVENT FOR THE BILH HEALTHCARE SYSTEM. AS PART OF THE EVENT, RUNNERS PARTICIPATE IN THE MARATHON AND RAISE FUNDS FOR A SPECIFIC ENTITY WITHIN THE BILH SYSTEM. BILH REPORTS ALL EXPENSES FOR THE MARATHON IN THIS FORM 990, SCHEDULE G WHILE CONTRIBUTIONS GENERATED BY THE RUNNERS ARE REPORTED AS REVENUE ON THE FORM 990 FOR EACH HOSPITAL OR OTHER HEALTHCARE ORGANIZATION DESIGNATED BY PARTICIPATING RUNNERS. FOR THE PERIOD ENDING SEPTEMBER 30, 2024, $777,024 IN TOTAL CONTRIBUTION REVENUE WAS REPORTED BY BILH AND ITS AFFILIATES RELATED TO THIS EVENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | 131623888 | 501(C)(3) | $10,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| CAMBRIDGE HEALTH ALLIANCE FOUNDATION INC | |||||||||
| 350 MAIN STREET 5TH FLOOR | MALDEN | MA | 02148 | 010676306 | 501(C)(3) | $346,833 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| CITY OF CHELSEA | |||||||||
| 500 BROADWAY ROOM 201 | CHELSEA | MA | 02150 | GOVERNMENT ENTITY | $200,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | ||
| CITY OF PEABODY | |||||||||
| 24 LOWELL STREET | PEABODY | MA | 01960 | 046001407 | GOVERNMENT ENTITY | $100,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| COUNCIL OF SOCIAL CONCERN | |||||||||
| 2 MERRIMAC STREET | WOBURN | MA | 01801 | 042494773 | 501(C)(3) | $10,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| EL MUNDO BOSTONCARIBE COMMUNICATIONS & PUBLICATIONS INC | |||||||||
| 175 WILLIAM F MCCLELLAN HWY SUITE | EAST BOSTON | MA | 02128 | 042530767 | $35,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | LA | |
| ELIOT COMMUNITY HUMAN SERVICES INC | |||||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | 042316924 | 501(C)(3) | $150,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| ENGLISH FOR NEW BOSTONIANS INC | |||||||||
| 185 DEVONSHIRE STREET SUITE 700 | BOSTON | MA | 02110 | 463202177 | 501(C)(3) | $10,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| GREATER LYNN SENIOR SERVICES INC | |||||||||
| 8 SILSBEE STREET | LYNN | MA | 01901 | 042581129 | 501(C)(3) | $150,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| HEALTH CARE FOR ALL | |||||||||
| 1 FEDERAL ST | BOSTON | MA | 02110 | 043071598 | 501(C)(3) | $9,600 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| INSTITUTE FOR COMMUNITY HEALTH | |||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | 043543853 | 501(C)(3) | $75,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| JEWISH ALLIANCE FOR LAW AND SOCIAL ACTION DBA JASLA | |||||||||
| 11 BEACON STREET SUITE 722 | BOSTON | MA | 02108 | 010563874 | 501(C)(3) | $10,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| LOUIS D BROWN PEACE INSTITUTE | |||||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | 263068254 | 501(C)(3) | $10,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| MARCH OF DIMES | |||||||||
| 1550 CRYSTAL DRIVE SUITE 1300 | ARLINGTON | VA | 22202 | 131846366 | 501(C)(3) | $10,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| MASSACHUSETTS LEAGUE OF COMMUNITY HEALTH CENTERS | |||||||||
| 40 COURT STREET 10TH FLOOR | BOSTON | MA | 02108 | 042507409 | 501(C)(3) | $60,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| MULTICULTURAL AIDS COALITION | |||||||||
| 9 PALMER STREET | ROXBURY | MA | 02119 | 043042926 | 501(C)(3) | $15,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| NEXTGEN ALUMNI LEADERSHIP COUNCIL | |||||||||
| 179-22 144 ROAD | JAMAICA | NY | 11434 | 873633487 | 501(C)(3) | $25,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| PATHWAYS FOR CHILDREN | |||||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 01930 | 042694002 | 501(C)(3) | $9,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| QUINCY PUBLIC SCHOOLS | |||||||||
| 34 CODDINGTON STREET | QUINCY | MA | 02169 | 046001409 | GOVERNMENT ENTITY | $150,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| RESIST INC | |||||||||
| PO BOX 30124 | BOSTON | MA | 02130 | 042433182 | 501(C)(3) | $166,667 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| ROXBURY COMMUNITY COLLEGE FOUNDATION | |||||||||
| 1234 COLUMBUS AVE | ROXBURY CROSSING | MA | 02120 | 222536037 | 501(C)(3) | $12,500 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| SENIORCARE INC | |||||||||
| 5 BLACKBURN CENTER | GLOUCESTER | MA | 01930 | 042512171 | 501(C)(3) | $11,250 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| THE CHARITY GUILD | |||||||||
| 501 MAIN STREET | BROCKTON | MA | 02301 | 042622200 | 501(C)(3) | $15,200 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| THE DIMOCK CENTER | |||||||||
| 55 DIMOCK STREET | ROXBURY | MA | 02119 | 043487827 | 501(C)(3) | $240,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| THE SCHWARTZ CENTER FOR COMPASSIONATE HEALTHCARE | |||||||||
| PO BOX 417597 | BOSTON | MA | 02241 | 041564655 | 501(C)(3) | $25,000 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| YOUTH VILLAGES FOUNDATION INC | |||||||||
| 12 GILL STREET SUITE 5800 | WOBURN | MA | 01801 | 621652079 | 501(C)(3) | $9,250 | $0 | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS PREVIOUSLY NOTED IN THE FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) MAINTAINS STRONG RELATIONSHIPS WITH MANY PARTNERS AND BILH WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFIT MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS. BILH ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (39 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TABB MD KEVIN | ||||||||||||||
| TTEE, PRES, & CEO (EX-OFF) | $2,183,284 | $0 | $1,588,566 | $0 | $541,537 | $0 | $1,052,595 | $0 | $44,433 | $0 | $5,410,415 | $0 | $0 | $0 |
| ROWAN MICHAEL | ||||||||||||||
| EXEC VP, HOSPITAL & AMBULATORY SVCS | $1,190,402 | $0 | $617,208 | $0 | $494,507 | $0 | $2,372,445 | $0 | $29,333 | $0 | $4,703,895 | $0 | $0 | $0 |
| RIOS CINDY | ||||||||||||||
| TREAS (EX-OFF) (EXECUTIVE VP & CFO) | $926,412 | $0 | $523,188 | $0 | $21,827 | $0 | $182,509 | $0 | $35,227 | $0 | $1,689,163 | $0 | $0 | $0 |
| HEALY PETER | ||||||||||||||
| DIV PRES, METRO BOSTON & PRES, BIDMC | $0 | $979,920 | $0 | $439,243 | $0 | $178,446 | $0 | $46,650 | $0 | $37,898 | $0 | $1,682,157 | $0 | $0 |
| SHORETT PETER | ||||||||||||||
| SENIOR EXECUTIVE VP & COO | $902,677 | $0 | $453,262 | $0 | $203,537 | $0 | $14,020 | $0 | $34,226 | $0 | $1,607,722 | $0 | $0 | $0 |
| NESTO MD RICHARD | ||||||||||||||
| FORMER CHIEF MEDICAL OFFICER, BILH | $228,452 | $0 | $0 | $0 | $696,042 | $0 | $574,631 | $0 | $8,780 | $0 | $1,507,905 | $0 | $0 | $0 |
| DEZELAN MARIAN | ||||||||||||||
| FRMR CHIEF MKTG & COMM OFFICER | $258,269 | $0 | $99,000 | $0 | $947,156 | $0 | $13,971 | $0 | $19,770 | $0 | $1,338,166 | $0 | $0 | $0 |
| LEPORE KRISTEN | ||||||||||||||
| EVP & CHIEF ADMINISTRATIVE OFFICER | $823,005 | $0 | $414,687 | $0 | $27,193 | $0 | $58,814 | $0 | $6,986 | $0 | $1,330,685 | $0 | $0 | $0 |
| KATZ ESQ JAMIE | ||||||||||||||
| CLERK (EX-OFFICIO), GENERAL COUNSEL | $820,540 | $0 | $322,850 | $0 | $126,785 | $0 | $23,170 | $0 | $8,832 | $0 | $1,302,177 | $0 | $0 | $0 |
| HARRIS SUSAN | ||||||||||||||
| EVP & CHIEF HUMAN RESOURCES OFFICER | $666,650 | $0 | $362,064 | $0 | $213,522 | $0 | $15,545 | $0 | $36,163 | $0 | $1,293,944 | $0 | $0 | $0 |
| FIELDS MD ROBERT | ||||||||||||||
| EXECUTIVE VP, CHIEF CLINICAL OFFICER | $758,894 | $0 | $414,615 | $0 | $76,140 | $0 | $0 | $0 | $31,658 | $0 | $1,281,307 | $0 | $0 | $0 |
| KIMBALL MD MPH ALEXA B | ||||||||||||||
| TRUSTEE (PRESIDENT & CEO, HMFP) | $0 | $834,826 | $0 | $218,275 | $0 | $36,729 | $0 | $61,875 | $0 | $47,954 | $0 | $1,199,659 | $0 | $0 |
| TANDON MANU | ||||||||||||||
| CHIEF INFORMATION OFFICER | $643,514 | $0 | $378,504 | $0 | $104,637 | $0 | $15,545 | $0 | $34,271 | $0 | $1,176,471 | $0 | $0 | $0 |
| BELL JAMES | ||||||||||||||
| SVP/CHIEF INVESTMENT OFFICER | $620,464 | $0 | $225,000 | $0 | $171,618 | $0 | $82,785 | $0 | $35,204 | $0 | $1,135,071 | $0 | $0 | $0 |
| SZABO MD PHD HON GYONGYI | ||||||||||||||
| CHIEF ACADEMIC OFFICER | $674,974 | $0 | $301,430 | $0 | $36,801 | $0 | $61,875 | $0 | $27,416 | $0 | $1,102,496 | $0 | $0 | $0 |
| JOHNSON MARK | ||||||||||||||
| FRMR SVP FIN OPS & CFO CORP ACCTG | $310,343 | $0 | $155,800 | $0 | $227,230 | $0 | $342,145 | $0 | $20,151 | $0 | $1,055,669 | $0 | $0 | $0 |
| SANDS TOM | ||||||||||||||
| INT DIV PRES,COMMNTY; PRES, NHC | $0 | $565,403 | $0 | $113,988 | $0 | $29,133 | $0 | $224,139 | $0 | $24,758 | $0 | $957,421 | $0 | $0 |
| JOHNSON MD MS FACP ELIZABETH | ||||||||||||||
| PRES, BILH PRIMARY CARE NETWORK | $0 | $586,597 | $0 | $173,790 | $0 | $29,608 | $0 | $64,935 | $0 | $39,652 | $0 | $894,582 | $0 | $0 |
| LAPING KRISTINE | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $543,292 | $0 | $222,557 | $0 | $82,380 | $0 | $21,645 | $0 | $21,450 | $0 | $891,324 | $0 | $0 | $0 |
| ROBERTS BETH-ANN | ||||||||||||||
| PRES, BILH PERFORMANCE NETWORK | $516,297 | $0 | $154,596 | $0 | $25,608 | $0 | $128,670 | $0 | $23,828 | $0 | $848,999 | $0 | $0 | $0 |
| LIESCHING MD TIMOTHY | ||||||||||||||
| TRUSTEE, CMO LHMC | $0 | $507,985 | $0 | $202,757 | $0 | $2,477 | $0 | $33,480 | $0 | $54,771 | $0 | $801,470 | $0 | $0 |
| DONOVAN SHAWN | ||||||||||||||
| MANAGING DIRECTOR, INVESTMENTS | $482,172 | $0 | $172,000 | $0 | $44,013 | $0 | $60,831 | $0 | $38,447 | $0 | $797,463 | $0 | $0 | $0 |
| BROWN KERRY | ||||||||||||||
| CHIEF OF STAFF | $493,768 | $0 | $192,231 | $0 | $52,412 | $0 | $23,170 | $0 | $10,875 | $0 | $772,456 | $0 | $0 | $0 |
| DOSSANTOS ESQ DEBORAH | ||||||||||||||
| DEPUTY GENERAL COUNSEL | $525,730 | $0 | $98,062 | $0 | $22,735 | $0 | $15,545 | $0 | $35,012 | $0 | $697,084 | $0 | $0 | $0 |
| LOPERA JUAN FERNANDO | ||||||||||||||
| CHIEF COMMUNITY/HLTH IMPACT OFFICER | $416,650 | $0 | $177,684 | $0 | $22,705 | $0 | $42,251 | $0 | $35,275 | $0 | $694,565 | $0 | $0 | $0 |
| GIZMUNT JENNIFER | ||||||||||||||
| PRESIDENT, BILH CONTINUING CARE | $0 | $430,595 | $0 | $109,781 | $0 | $83,205 | $0 | $13,971 | $0 | $35,984 | $0 | $673,536 | $0 | $0 |
| ANTONAS JULIE | ||||||||||||||
| MGING DIR, INVESTMENTS (END 6/21/24) | $409,647 | $0 | $148,750 | $0 | $20,944 | $0 | $17,747 | $0 | $35,502 | $0 | $632,590 | $0 | $0 | $0 |
| DUTCHER LORI | ||||||||||||||
| CHIEF COMPLIANCE OFFICER | $416,248 | $0 | $107,661 | $0 | $38,070 | $0 | $17,070 | $0 | $33,870 | $0 | $612,919 | $0 | $0 | $0 |
| MILLER AMY | ||||||||||||||
| CHIEF HEALTH INFORMATICS OFFICER | $440,693 | $0 | $113,767 | $0 | $21,593 | $0 | $14,357 | $0 | $15,550 | $0 | $605,960 | $0 | $0 | $0 |
| FRANCIOLI CARL | ||||||||||||||
| DIVISIONAL CFO, METRO BOSTON | $0 | $387,600 | $0 | $118,159 | $0 | $58,690 | $0 | $0 | $0 | $36,098 | $0 | $600,547 | $0 | $0 |
| DEVITA NICOLE | ||||||||||||||
| SVP, COO BILH PERFORMANCE NETWORK | $395,510 | $0 | $123,380 | $0 | $32,249 | $0 | $16,414 | $0 | $13,195 | $0 | $580,748 | $0 | $0 | $0 |
| WOODS MATTHEW | ||||||||||||||
| INT DIV CFO, COMMUNITY; SVP CORP FIN | $390,356 | $0 | $125,462 | $0 | $8,258 | $0 | $21,645 | $0 | $33,623 | $0 | $579,344 | $0 | $0 | $0 |
| ALOZIE NNAMDI | ||||||||||||||
| VICE PRESIDENT, STRATEGY | $392,673 | $0 | $102,840 | $0 | $30,573 | $0 | $738 | $0 | $32,912 | $0 | $559,736 | $0 | $0 | $0 |
| COLLINS STEVEN | ||||||||||||||
| FMR VP&CFO, FIN PLAN ANAL & SUPP SVC | $108,663 | $0 | $0 | $0 | $296,290 | $0 | $110,769 | $0 | $5,259 | $0 | $520,981 | $0 | $0 | $0 |
| MCCULLOUGH MD DANIEL J | ||||||||||||||
| TRUSTEE; PHYSICIAN, FAMILY MEDICINE | $0 | $363,115 | $0 | $26,926 | $0 | $1,576 | $0 | $0 | $0 | $36,096 | $0 | $427,713 | $0 | $0 |
| LONGWORTH MD DAVID | ||||||||||||||
| FRMR CHAIR, BILHPC & PRES, LHMC | $32,521 | $0 | $0 | $0 | $216,732 | $0 | $14,510 | $0 | $979 | $0 | $264,742 | $0 | $0 | $0 |
| JACOBS HILARY C | ||||||||||||||
| FRMR PRES BILH BEHAVIORAL HEALTH | $0 | $171,525 | $0 | $0 | $0 | $46,493 | $0 | $14,630 | $0 | $8,952 | $0 | $241,600 | $0 | $0 |
| SILVA BALDOMERO | ||||||||||||||
| FRMR SVP, HR BUSINESS PARTNERS | $0 | $0 | $0 | $0 | $133,365 | $0 | $0 | $0 | $0 | $0 | $133,365 | $0 | $0 | $0 |
| DEVEAU STEPHEN | ||||||||||||||
| FINANCE MGR; FRMR VP, FIN REPTING | $114,450 | $0 | $0 | $0 | $0 | $0 | $5,538 | $0 | $0 | $0 | $119,988 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FROM TIME TO TIME AND UNDER CERTAIN CIRCUMSTANCES, BETH ISRAEL LAHEY HEALTH, INC. 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. HOUSING ALLOWANCES WERE PROVIDED TO ONE HIGHEST COMPENSATED EMPLOYEE, TWO KEY EMPLOYEES, AND TWO FORMER KEY EMPLOYEES DURING THE YEAR. THIS BENEFIT WAS TREATED AS PART OF THEIR TAXABLE COMPENSATION. |
| PART I, LINE 3 | AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, THE BETH ISRAEL LAHEY HEALTH (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 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. PART I, LINES 4A-B: ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, RECEIVED SEVERANCE PAYMENTS. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. 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: ANNA JAQUES HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, BETH ISRAEL DEACONESS HOSPITAL MILTON 457(B) PLAN, BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN, BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, LAHEY CLINIC FOUNDATION, INC. 457(B) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, SENIOR MANAGEMENT AND DEFINED MEDICAL STAFF, MOUNT AUBURN HOSPITAL 457(B) DEFERRED COMPENSATION PLAN, NEW ENGLAND BAPTIST HOSPITAL 457(B) PLAN, THE JORDAN HEALTH SYSTEMS, INC. ELIGIBLE DEFERRED COMPENSATION PLAN, WINCHESTER HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, EXETER HEALTH RESOURCES, INC. 457(B) RETIREMENT SAVINGS PLAN, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 457(B) DEFERRED COMPENSATION PLAN. THESE PLANS ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS AND PURSUANT TO THE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS AND/OR CAN MAKE THEIR OWN EMPLOYEE DEFERRALS. AMOUNTS RECEIVED BY PARTICIPANTS AND DEFERRED BY PARTICIPANTS 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 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 ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW. SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: ALOZIE, NNAMDI VICE PRESIDENT STRATEGY BETH ISRAEL LAHEY HEALTH OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR TEMPORARY HOUSING IN THE AMOUNT OF $16,153. ANTONAS, JULIE MANAGING DIRECTOR INVESTMENTS TERM ENDED JUNE 21, 2024 UNLESS STATED OTHERWISE, MS. ANTONAS SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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 INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $3,727. BELL, JAMES SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER - BETH ISRAEL LAHEY HEALTH, INC. MR. BELL SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 20243. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 20232 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. BELL INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $146,524. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. DEFERRED COMPENSATION FOR MR. BELL INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $65,715. BROWN, KERRY CHIEF OF STAFF - BETH ISRAEL LAHEY HEALTH - BETH ISRAEL LAHEY HEALTH, INC. MS. BROWN SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 20243. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 20232 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 MS. BROWN INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $24,430. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. COLLINS, STEVEN MR. COLLINS SERVED IN THIS POSITION THROUGH APRIL 7, 2023 DURING A PRIOR FISCAL YEAR. FORMER VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, FINANCIAL PLANNING ANALYSIS AND SUPPORT SERVICES - BETH ISRAEL LAHEY HEALTH, INC. TERM ENDED ON APRIL 7, 2023 AS NOTED, MR. COLLINS SERVED IN THIS POSITION DURING PRIOR THE FISCAL YEAR. ENDED SEPTEMBER 30, 2023. 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. COLLINS INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $15,101. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. IN ADDITION, MR. COLLINS OTHER REPORTABLE COMPENSATION INCLUDES SEVERANCE PAYMENTS RECEIVED IN 2023 AND TEMPORARY HOUSING IN THE AMOUNT OF $249,231 AND $17,248, RESPECTIVELY. DEFERRED COMPENSATION FOR MR. COLLINS INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $110,769 TO BE PAID AFTER DECEMBER 31, 2023. DEVEAU, STEPHEN FORMER VICE PRESIDENT, FINANCIAL REPORTING - BETH ISRAEL LAHEY HEALTH, INC. MR. DEVEAU RETIRED FROM THE POSITION ABOVE ON NOVEMBER 20, 2023. 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. DEVITA, NICOLE SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC TRUSTEE -BETH ISRAEL LAHEY HEALTH PHARMACY MS. DEVITA SERVED IN THIS POSITION DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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 DEZELAN, MARIAN MS. DEZELAN SERVED IN THE FOLLOWING POSITION THROUGH JUNE 9, 2023 IN A PRIOR FISCAL PERIOD: FORMER CHIEF MARKETING AND COMMUNICATIONS OFFICER - BETH ISRAEL LAHEY HEALTH, 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. OTHER REPORTABLE COMPENSATION FOR MS. DEZELAN INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $138,317. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. IN ADDITION, OTHER REPORTABLE COMPENSATION FOR MS. DEZELAN INCLUDES SEVERANCE PAYMENTS RECEIVED IN 2023 AND TEMPORARY HOUSING IN THE AMOUNTS OF $733,333 AND $50,878, RESPECTIVELY. DOSSANTOS, ESQ., DEBORAH DEPUTY GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH, INC. MS. DOSSANTOS SERVED IN THIS POSITION DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | DONOVAN, SHAWN P MANAGING DIRECTOR INVESTMENTS - BETH ISRAEL LAHEY HEALTH, INC. MR. DONOVAN SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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. DONOVAN INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $20,628. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $43,761. DUTCHER, LORI CHIEF COMPLIANCE OFFICER - BETH ISRAEL LAHEY HEALTH, INC. MS. DUTCHER SERVED IN THIS POSITION DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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 MS. DUTCHER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $11,155. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. FIELDS, M.D., ROBERT UNLESS OTHERWISE NOTED BELOW, DR. FIELDS HELD THE FOLLOWING POSITIONS DURING FISCAL YEAR ENDING SEPTEMBER 30, 2024: EXECUTIVE VICE PRESIDENT, CHIEF CLINICAL OFFICER - BETH ISRAEL LAHEY HEALTH, INC. TRUSTEE (CEO DESIGNEE) - CAB HEALTH AND RECOVERY SERVICES, INC. TERM BEGAN ON OCTOBER 31, 2023 TRUSTEE (CEO DESIGNEE) - HEALTH AND EDUCATION HOUSING SERVICES, INC. TERM BEGAN ON OCTOBER 31, 2023 TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - NORTHEAST BEHAVIORAL HEALTH CORPORATION TERM BEGAN ON OCTOBER 31, 2023 CHAIR & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. TERM BEGAN ON MARCH 4, 2024 PRESIDENT, BOARD CHAIR & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. TERM BEGAN ON MARCH 29, 2024 PRESIDENT, BOARD CHAIR & TRUSTEE (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TERM BEGAN ON MARCH 29, 2024 PRESIDENT, BILH PRIMARY CARE NETWORK - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) TERM BEGAN ON MARCH 29, 2024 PRESIDENT BILH PRIMARY CARE NETWORK - MOUNT AUBURN PROFESSIONAL SERVICES, INC. TERM BEGAN ON MARCH 29, 2024 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. AS REPORTED IN THE PRIOR FORM 990, DR. FIELDS COMMENCED HIS POSITION AS EXECUTIVE VICE PRESIDENT AND CHIEF CLINICAL OFFICER FOR BETH ISRAEL LAHEY HEALTH ON MARCH 13, 2023. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR TEMPORARY HOUSING IN THE AMOUNT OF $70,190. FRANCIOLI, CARL UNLESS OTHERWISE NOTED BELOW, MR. FRANCIOLI HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: DIVISIONAL CHIEF FINANCIAL OFFICER, METRO BOSTON - BETH ISRAEL LAHEY HEALTH, INC. TERM BEGAN ON MARCH 3, 2024 ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. AS NOTED, MR. FRANCIOLI 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. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. AS REPORTED IN THE PRIOR FORM 990, MR. FRANCIOLI COMMENCED HIS POSITION AS BIDMC'S CHIEF FINANCIAL OFFICER ON JANUARY 1, 2023. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR TEMPORARY HOUSING IN THE AMOUNT OF $56,904. GIZMUNT, JENNIFER PRESIDENT, BETH ISRAEL LAHEY HEALTH CONTINUING CARE / BILH AT HOME PRESIDENT (EX-OFFICIO), TRUSTEE, AND BOARD CHAIR - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. PRESIDENT, BILH AT HOME - NORTHEAST SENIOR HEALTH CORPORATION PRESIDENT, BILH AT HOME - SEACOAST NURSING AND REHABILITATION CENTER, INC. MS. GIZMUNT 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. 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 MS. GIZMUNT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $61,211. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. HARRIS, SUSAN EXECUTIVE VICE PRESIDENT & CHIEF HUMAN RESOURCES OFFICER BETH ISRAEL LAHEY HEALTH, INC. MS. HARRIS SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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 MS. HARRIS INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $58,409. IN ADDITION, OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR TEMPORARY HOUSING IN THE AMOUNTS OF $129,162. HEALY, PETER UNLESS OTHERWISE NOTED BELOW, MR. HEALY HELD THE POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: DIVISIONAL PRESIDENT, METRO BOSTON BETH ISRAEL LAHEY HEALTH, INC. TERM BEGAN DECEMBER 10, 2023 PRESIDENT & TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO- HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) AND CO-CHAIR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL ANAESTHESIA FOUNDATION, INC. DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) NEW ENGLAND BAPTIST HOSPITAL TERM BEGAN JANUARY 1, 2024 TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) MOUNT AUBURN HOSPITAL TERM BEGAN FEBRUARY 1, 2024 TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) JOSLIN DIABETES CENTER, INC. TERM BEGAN FEBRUARY 29, 2024 TRUSTEE JOSLIN CLINIC, INC. TERM BEGAN FEBRUARY 29, 2024 MR. HEALY 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. 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. HEALY INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $142,932. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. IN ADDITION, MR. HEALY'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $15,014. DEFERRED COMPENSATION IN THE AMOUNT OF $29,580 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | JACOBS, HILARY C. FORMER PRESIDENT, BETH ISRAEL LAHEY BEHAVIORAL HEALTH BETH ISRAEL LAHEY HEALTH, INC. FORMER TRUSTEE, BOARD CHAIR AND PRESIDENT - CAB HEALTH & RECOVERY SERVICES, INC. FORMER TRUSTEE, BOARD CHAIR AND PRESIDENT - HEALTH & EDUCATION HOUSING SERVICES. FORMER TRUSTEE, BOARD CHAIR AND PRESIDENT (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION MS. JACOBS RETIRED FROM HER POSITION AS PRESIDENT, BETH ISRAEL LAHEY BEHAVIORAL HEALTH ON MAY 9, 2023. AS REQUIRED IN 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 MS. JACOBS INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $22,752 JOHNSON, M.D., M.S., FACP, ELIZABETH H. UNLESS OTHERWISE NOTED BELOW, DR. JOHNSON'S TERM ENDED IN THE FOLLOWING POSITIONS ON JUNE 28, 2024: PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK BETH ISRAEL LAHEY HEALTH, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - LAHEY CLINIC, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - MOUNT AUBURN PROFESSIONAL SERVICES, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, 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. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $49,390 JOHNSON, MARK MR. JOHNSON SERVED IN THE FOLLOWING POSITION THROUGH AUGUST 4, 2023 DURING A PRIOR FISCAL PERIOD. FORMER SENIOR VICE PRESIDENT OF FINANCIAL OPERATIONS AND CORPORATE ACCOUNTING - BETH ISRAEL LAHEY HEALTH, 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. OTHER REPORTABLE COMPENSATION FOR MR. JOHNSON INCLUDES SEVERANCE PAYMENTS RECEIVED IN 2023 IN THE AMOUNT OF $182,692. OTHER REPORTABLE COMPENSATION FOR MR. JOHNSON INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $20,833. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. DEFERRED COMPENSATION FOR MR. JOHNSON INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $307,693 TO BE PAID AFTER DECEMBER 31, 2023.IN ADDITION, MR. JOHNSON'S DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $28,683. 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. |
| SCHEDULE J FOOTNOTES (CONTINUED): | KIMBALL, M.D., MPH., ALEXA B. UNLESS OTHERWISE NOTED BELOW, DR. KIMBALL HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2024: PRESIDENT & CHIEF EXECUTIVE OFFICER, DIRECTOR (EX-OFFICIO), - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PRESIDENT AND DIRECTOR (EX-OFFICIO)- ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE - BETH ISRAEL LAHEY HEALTH, INC. TRUSTEE (EX-OFFICIO) (PRESIDENT & CHIEF EXECUTIVE OFFICER OF HMFP) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. DIRECTOR (EX-OFFICIO) - CONTINUING EDUCATION PROGRAM, INC.D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGYFOUNDATION, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION, INC. DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. DIRECTOR (EX-OFFICIO) (NON-VOTING) - BIH PATHOLOGY FOUNDATION, INC. DIRECTOR (EX-OFFICIO) (NON-VOTING) - BIH RADIOLOGIC FOUNDATION, INC. AS REQUIRED IN 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 INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $12,729. LAPING, KRISTINE CHIEF DEVELOPMENT OFFICER - BETH ISRAEL LAHEY HEALTH, INC. MS. LAPING SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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 MS. LAPING INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $80,766. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. LEPORE, KRISTEN UNLESS OTHERWISE STATED, MS. LEPORE SERVED IN THE FOLLOWING POSITION FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024 EXECUTIVE VICE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER - BETH ISRAEL LAHEY HEALTH, INC. TERM ENDED ON MAY 24, 2024 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 FOR MS. LEPORE INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $50,894. LIESCHING, M.D., TIMOTHY TRUSTEE - BETH ISRAEL LAHEY HEALTH, INC TERM ENDED ON JUNE 15, 2024 SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC, INC. SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC FOUNDATION, INC. SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER DR. LIESCHING SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, UNLESS OTHERWISE STATED. 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 DR. LIESCHING INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $75,000. |
| SCHEDULE J FOOTNOTES (CONTINUED): | LONGWORTH, M.D., DAVID FORMER CHAIR, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK BETH ISRAEL LAHEY HEALTH, INC. FORMER PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. FORMER PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC, INC. FORMER PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER FORMER PRESIDENT (EX-OFFICIO), TRUSTEE, BOARD CHAIR - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. FORMER PRESIDENT (EX-OFFICIO), TRUSTEE, BOARD CHAIR - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP FORMER TRUSTEE CAB HEALTH & RECOVERY SERVICES, INC. FORMER TRUSTEE HEALTH & EDUCATION HOUSING SERVICES, INC FORMER TRUSTEE - NORTHEAST BEHAVIORAL HEALTH CORPORATION DR. LONGWORTH'S TERM ENDED IN THE ABOVE POSITIONS IN DECEMBER 2022, DURING THE PRIOR FISCAL PERIOD. 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 DR. LONGWORTH INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $205,219 AND RELATED TO SERVICES TO THE ENTITIES ABOVE PRIOR TO HIS RETIREMENT. LOPERA, JUAN FERNANDO CHIEF COMMUNITY/ HEALTH IMPACT OFFICER - BETH ISRAEL LAHEY HEALTH, INC. MR. LOPERA SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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 INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $30,023. MILLER, AMY L CHIEF HEALTH INFORMATICS OFFICER - BETH ISRAEL LAHEY HEALTH, INC. MS. MILLER SERVED IN THIS POSITION DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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 INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $6,437. NESTO, M.D., RICHARD DR. NESTO'S TERM ENDED IN THE FOLLOWING POSITIONS ON MARCH 31, 2023 DURING A PRIOR FISCAL PERIOD: FORMER CHIEF MEDICAL OFFICER - BETH ISRAEL LAHEY HEALTH, INC. FORMER TRUSTEE (EX-OFFICIO, CEO DESIGNATE) ANNA JAQUES HOSPITAL, INC. FORMER TRUSTEE SEACOAST AFFILIATES GROUP PRACTICE, INC. FORMER TRUSTEE (EX-OFFICIO, CEO DESIGNATE) WINCHESTER HOSPITAL FORMER TRUSTEE (EX-OFFICIO, CEO DESIGNATE) WINCHESTER HEALTHCARE MANAGEMENT, INC. AS NOTED ABOVE, DR. NESTO RETIRED FROM HIS LONGSTANDING RELATIONSHIP WITH BETH ISRAEL LAHEY HEALTH AND PREVIOUSLY WITH THE LAHEY HEALTH SYSTEM EFFECTIVE MARCH 31, 2023, AT THAT TIME, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS WHICH CONTINUED INTO CALENDAR YEAR 2024. AS ALSO NOTED ABOVE AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED IN THIS RETURN IS FOR THE CALENDAR YEAR 2023. AND, AS SUCH, OTHER REPORTABLE COMPENSATION INCLUDES SEVERANCE PAYMENTS MADE IN CALENDAR YEAR 2023 IN THE AMOUNT OF $569,231. DEFERRED COMPENSATION FOR DR. NESTO INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $553,842 PAID AFTER DECEMBER 31, 2023. THIS AMOUNT WILL BE REPORTED AGAIN AS OTHER REPORTABLE COMPENSATION IN FORM 990 FILED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, AS REQUIRED. OTHER REPORTABLE COMPENSATION FOR DR. NESTO ALSO INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $97,564. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION 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. ROBERTS, BETH-ANN PRESIDENT, BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK - BETH ISRAEL LAHEY HEALTH, INC. MS. ROBERTS SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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 $100,000 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 $20,750. |
| SCHEDULE J FOOTNOTES (CONTINUED): | ROWAN, MICHAEL MR. ROWAN SERVED IN THE FOLLOWING POSITIONS THROUGH HIS RETIREMENT ON DECEMBER 31, 2023: EXECUTIVE VICE PRESIDENT, HOSPITAL AND AMBULATORY SERVICES - BETH ISRAEL LAHEY HEALTH, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. TRUSTEE (CEO DESIGNATE) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - NORTHEAST HOSPITAL CORPORATION TRUSTEE - COMMUNITY PHYSICIANS ASSOCIATES, INC. TRUSTEE - THE JORDAN HEALTH SYSTEMS, INC. TRUSTEE - JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE - BID - MILTON PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - JOSLIN CLINIC, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - JOSLIN DIABETES CENTER, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - ANNA JAQUES HOSPITAL, INC. TRUSTEE (CEO DESIGNEE) - SEACOAST AFFILIATED GROUP PRACTICE, INC. TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) (CEO DESIGNATE) - WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (CEO DESIGNATE) - EXETER HOSPITAL, INC TRUSTEE (CEO DESIGNATE) - EXETER HEALTH RESOURCES, 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. OTHER REPORTABLE COMPENSATION FOR MR. ROWAN INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $429,049. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. IN ADDITION, MR. ROWAN'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $44,958. DEFERRED COMPENSATION FOR MR. ROWAN INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $2,353,850 TO BE PAID AFTER DECEMBER 31, 2023. SANDS, TOM UNLESS OTHERWISE NOTED BELOW, MR. SANDS HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: INTERIM DIVISIONAL PRESIDENT, COMMUNITY - BETH ISRAEL LAHEY HEALTH, INC. TERM BEGAN ON DECEMBER 10, 2023 PRESIDENT AND TRUSTEE (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND PRESIDENT - NORTHEAST MEDICAL PRACTICE, INC (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) TRUSTEE - ADDISON GILBERT SOCIETY, 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. DEFERRED COMPENSATION IN THE AMOUNT OF $181,500 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, MR. SANDS' DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $29,280. SHORETT, PETER UNLESS OTHERWISE NOTED BELOW, MR. SHORETT HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: SENIOR EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER - BETH ISRAEL LAHEY HEALTH, INC. TERM BEGAN DECEMBER 10, 2023 EXECUTIVE VICE PRESIDENT AND CHIEF STRATEGY OFFICER - BETH ISRAEL LAHEY HEALTH, INC. TERM ENDED DECEMBER 9, 2023 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - MOUNT AUBURN HOSPITAL TERM ENDED ON JANUARY 31, 2024. TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - ANNA JAQUES HOSPITAL, INC. TERM BEGAN ON JANUARY 1, 2024 TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. TERM BEGAN ON JANUARY 1, 2024 TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TERM BEGAN ON FEBRUARY 1, 2024 TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - LAHEY CLINIC FOUNDATION, INC. TERM BEGAN ON FEBRUARY 1, 2024 TRUSTEE - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER TERM BEGAN ON FEBRUARY 1, 2024 TRUSTEE - LAHEY CLINIC, INC. TERM BEGAN ON FEBRUARY 1, 2024 TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. TERM ENDED ON MARCH 29, 2024. TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TERM ENDED ON MARCH 29, 2024. IN ADDITION, MR. SHORETT SERVED IN THE FOLLOWING ROLES TERM DURING THE PERIOD JANUARY 1, 2024 AND ENDED AUGUST 4, 2024: TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. TRUSTEE - BID - MILTON PHYSICIAN ASSOCIATES, INC. TRUSTEE - COMMUNITY PHYSICIANS ASSOCIATES, INC. TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - EXETER HEALTH RESOURCES, INC. TRUSTEE - EXETER HOSPITAL, INC. TRUSTEE - JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - NORTHEAST HOSPITAL CORPORATION TRUSTEE - THE JORDAN HEALTH SYSTEMS, INC. TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - WINCHESTER HOSPITAL MR. SHORETT 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. 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. SHORETT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $179,843. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. SILVA, BALDOMERO MR. SILVA SERVED IN THE FOLLOWING POSITION THROUGH APRIL 29, 2022 DURING A PRIOR FISCAL PERIOD: FORMER SENIOR VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNERS - BETH ISRAEL LAHEY HEALTH, 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. OTHER REPORTABLE COMPENSATION FOR MR. SILVA INCLUDES SEVERANCE PAYMENTS RECEIVED IN 2023 IN THE AMOUNT OF $133,365. SZABO, MD, PHD, HON SCD, GYONGYI CHIEF ACADEMIC OFFICER - BETH ISRAEL LAHEY HEALTH, INC. TRUSTEE (EX-OFFICIO), CHIEF ACADEMIC OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL TRUSTEE (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. DR. SZABO 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. DR. SZABO OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFIT IN THE AMOUNTS OF $14,337. |
| SCHEDULE J FOOTNOTES (CONTINUED): | TABB, M.D., KEVIN UNLESS OTHERWISE NOTED BELOW, DR. TABB HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2024: PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. CHIEF EXECUTIVE OFFICER AND TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE (EX-OFFICIO) ROLE ENDED ON JANUARY 31, 2024 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER TRUSTEE (EX-OFFICIO) ROLE ENDED ON JANUARY 31, 2024 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC, INC. TRUSTEE (EX-OFFICIO) ROLE ENDED ON JANUARY 31, 2024 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. TRUSTEE (EX-OFFICIO) ROLE ENDED ON JANUARY 31, 2024 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. PRESIDENT (EX-OFFICIO) AND TRUSTEE (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE, BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - WINCHESTER HOSPITAL TRUSTEE AND PRESIDENT (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. CHIEF EXECUTIVE OFFICER - WINCHESTER HEALTHCARE MANAGEMENT, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION CHIEF EXECUTIVE OFFICER (EX-OFFICIO) AND TRUSTEE (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE (EX-OFFICIO) ROLE ENDED ON OCTOBER 31, 2023 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE CHIEF EXECUTIVE OFFICER AND TRUSTEE - CAB HEALTH AND RECOVERY SERVICES, INC. TRUSTEE ROLE ENDED ON OCTOBER 31, 2023 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE CHIEF EXECUTIVE OFFICER AND TRUSTEE - HEALTH AND EDUCATION HOUSING SERVICES, INC. TRUSTEE ROLE ENDED ON OCTOBER 31, 2023 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. CHIEF EXECUTIVE OFFICER - BID - MILTON PHYSICIAN ASSOCIATES, INC. CHIEF EXECUTIVE OFFICER - COMMUNITY PHYSICIANS ASSOCIATES, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL CHIEF EXECUTIVE OFFICER - THE JORDAN HEALTH SYSTEMS, INC. CHIEF EXECUTIVE OFFICER - JORDAN PHYSICIAN ASSOCIATES, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. CHIEF EXECUTIVE OFFICER - SEACOAST AFFILIATED GROUP PRACTICE, INC. CHIEF EXECUTIVE OFFICER - JOSLIN CLINIC, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. CHIEF EXECUTIVE OFFICER - EXETER HOSPITAL, INC. IN ADDITION TO THE POSITIONS NOTED ABOVE, DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNEE WHO THEN BECAME THE VOTING TRUSTEE IN HIS PLACE: TRUSTEE (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, BID-MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATES TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, THE JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) MOUNT AUBURN HOSPITAL TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) WINCHESTER HOSPITAL AND WINCHESTER HEALTHCARE MANAGEMENT TRUSTEE (EX-OFFICIO) ANNA JAQUES HOSPITAL, INC. AND SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE (EX-OFFICIO) JOSLIN DIABETES CENTER TRUSTEE (EX-OFFICIO) JOSLIN CLINIC TRUSTEE (EX-OFFICIO) EXETER HEALTH RESOURCES, INC. TRUSTEE (EX-OFFICIO) EXETER HOSPITAL, INC. TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. TRUSTEE (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER TRUSTEE (EX-OFFICIO) LAHEY CLINIC, INC. TRUSTEE (EX-OFFICIO) CAB HEALTH AND RECOVERY SERVICES, INC. TRUSTEE (EX-OFFICIO) HEALTH AND EDUCATION HOUSING SERVICES, INC. TRUSTEE (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION ALTHOUGH DR. TABB SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. 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 DR. TABB INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $497,673. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. IN ADDITION, DR. TABB'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $23,364. DEFERRED COMPENSATION IN THE AMOUNT OF $1,034,000 IS INCLUDED IN THIS FILING FOR DR. TABB. THIS AMOUNT 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. TANDON, MANU MR. TANDON SERVED IN THIS POSITION DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024 CHIEF INFORMATION OFFICER - BETH ISRAEL LAHEY HEALTH, 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. OTHER REPORTABLE COMPENSATION FOR MR. TANDON INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $78,893. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. WOODS, MATTHEW UNLESS OTHERWISE NOTED BELOW, MR. WOODS HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: SENIOR VICE PRESIDENT, CORPORATE FINANCE - BETH ISRAEL LAHEY HEALTH, INC. TERM BEGAN ON SEPTEMBER 8, 2024 INTERIM DIVISIONAL CHIEF FINANCIAL OFFICER, COMMUNITY DIVISION - BETH ISRAEL LAHEY HEALTH, INC. TERM BEGAN ON APRIL 7, 2024 AND TERM ENDED ON SEPTEMBER 7,2024 CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
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| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | BETH ISRAEL LAHEY HEALTH INC.'S MISSION IS TO SUPPORT ITS AFFILIATES AND THEIR HEALTHCARE MISSIONS, TO IMPROVE THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED AND AS A NETWORK ITS PURPOSE IS TO CREATE HEALTHIER COMMUNITIES ONE PERSON AT A TIME THROUGH SEAMLESS CARE AND GROUND-BREAKING SCIENCE, DRIVEN BY EXCELLENCE AND INNOVATION. BILH STRIVES TO ACCOMPLISH THIS MISSION BY PROVIDING SERVICES TO ITS AFFILIATES WHICH SUPPORT THE DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO ACCESS 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. BILH IS A PURPOSE-DRIVEN, VALUES-BASED ORGANIZATION THAT UNITES 39,000 PEOPLE WHO PROVIDE EXCEPTIONAL HEALTH CARE TO EVERYONE SERVED BY THE NETWORK. |
| PART I, LINE 1 PRIMARY MISSION: | BETH ISRAEL LAHEY HEALTH'S MISSION IS TO SUPPORT ITS AFFILIATES AND THOSE AFFILIATES' MISSIONS TO IMPROVE THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. BILH STRIVES TO ACCOMPLISH THIS MISSION BY PROVIDING SERVICES TO ITS AFFILIATES WHICH SUPPORT THE DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO ACCESS 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. BILH IS A PURPOSE-DRIVEN, VALUES-BASED ORGANIZATION THAT UNITES 39,000 PEOPLE WHO PROVIDE EXCEPTIONAL HEALTH CARE TO EVERYONE SERVED BY THE NETWORK. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | BETH ISRAEL LAHEY HEALTH (BILH) IS THE PARENT AND A SUPPORT ORGANIZATION OF THE BILH NETWORK OF AFFILIATES. THE NETWORK IS AN INTEGRATED HEALTH CARE DELIVERY 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 INCLUDES 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. IN ADDITION TO THE ACCOMPLISHMENTS NOTED ABOVE FOR BILH , AND AS NOTED THROUGHOUT THIS FORM 990, BILH 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. 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. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE CONTINUED: | 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. 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 1A: | AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS A SUPPORT ORGANIZATION AND THE DIRECT OR INDIRECT SOLE MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, BILH PROVIDES CENTRALIZED SUPPORT TO ITS NETWORK OF SUPPORTED ORGANIZATIONS, INCLUDING AMONG OTHER THINGS, OPERATIONAL SUPPORT SUCH AS PROCESSING PAYROLL AND ACCOUNTS PAYABLE. IN THIS CAPACITY BILH ISSUED ALL FORMS 1099 TO NOT ONLY ITS OWN VENDORS AND SERVICE PROVIDERS, BUT ALSO TO THOSE WHO PROVIDED SERVICES TO ITS AFFILIATES. FORMS 1099 WERE ALL ISSUED IN THE BILH NAME AND UNDER THE BILH EIN. HOWEVER, IN ACCORDANCE WITH INSTRUCTIONS TO THIS FORM 990, BILH IS ONLY REPORTING THE NUMBER OF FORMS 1099 RELATED TO SERVICES PERFORMED FOR AND PAYMENTS RELATED TO, DIRECT ACTIVITIES OF BILH. EACH OTHER AFFILIATE REPORTED THE NUMBER OF FORMS 1099 WHICH ARE ATTRIBUTABLE TO THEIR OWN SERVICE PROVIDERS. |
| PART V, LINE 7G: | BETH ISRAEL LAHEY HEALTH, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. |
| PART V, LINE 7H: | BETH ISRAEL LAHEY HEALTH, INC. 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 4 | EFFECTIVE MARCH 29, 2024 BETH ISRAEL LAHEY HEALTH, INC. MADE THE FOLLOWING AMENDMENT TO ITS ARTICLES: EXPANDED THE DEFINITION OF ITS SUPPORTED ORGANIZATIONS TO INCLUDE IDENTIFYING A LIST OF ENTITIES BY NAME AS WELL AS RELATIONSHIP TO BILH. THE AMENDMENT DID NOT IMPACT BILH'S PRIMARY MISSION, FUNCTION OR PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 BILH'S AFFILIATES 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. BILH'S FORM 990 IS REVIEWED INTERNALLY BY THE BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE. THE BILH 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 THE BILH BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. 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 BETH ISRAEL LAHEY HEALTH, INC. 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 BETH ISRAEL LAHEY HEALTH, INC. BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE COI-TQ PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR BETH ISRAEL LAHEY HEALTH, INC. 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 | THE BETH ISRAEL LAHEY HEALTH (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 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS BETH ISRAEL LAHEY HEALTH, INC. '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. BETH ISRAEL LAHEY HEALTH, INC. '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 | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 12,454,733. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,454,733. HR & BENEFITS SERVICES: PROGRAM SERVICE EXPENSES 7,257,006. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,257,006. REVENUE CYCLE MGMT SERVICES: PROGRAM SERVICE EXPENSES 38,097,253. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,097,253. COMM & MARKETING SERVICES: PROGRAM SERVICE EXPENSES 4,079,005. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,079,005. TRANSCRIPTION SERVICES: PROGRAM SERVICE EXPENSES 3,912,695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,912,695. FINANCE & TAX CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 8,106,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,106,497. RECRUITMENT: PROGRAM SERVICE EXPENSES 5,230,292. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,230,292. HEALTHCARE MGMT CONSULTING: PROGRAM SERVICE EXPENSES 1,907,494. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,907,494. FUNDRAISING: PROGRAM SERVICE EXPENSES 2,331,391. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,331,391. QUALITY AND SAFETY: PROGRAM SERVICE EXPENSES 1,281,815. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,281,815. MEDICAL STAFF SERVICES: PROGRAM SERVICE EXPENSES 977,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 977,136. MICROFILMING AND PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 179,453. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 179,453. CONTRACT SERVICES SHARED: PROGRAM SERVICE EXPENSES 292,929. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 292,929. MISCELLANEOUS SERVICES: PROGRAM SERVICE EXPENSES 6,552,961. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,552,961. OFFSITE STORAGE: PROGRAM SERVICE EXPENSES 877,552. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 877,552. LABORATORY SERVICES: PROGRAM SERVICE EXPENSES 632,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 632,651. PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 1,095,593. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,095,593. CLINICAL PROF. FEES: PROGRAM SERVICE EXPENSES 152,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,600. INTERPRETER SERVICES: PROGRAM SERVICE EXPENSES 14,940. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,940. OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 5,323,168. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,323,168. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS FROM AFFILIATES 174,000. LCPN - EFFECTS OF ACQUISTION 272,713. DISCRETIONARY/TEMP RESTRICTED OFFSET -6,192. |
| PART XII, LINE 2C: | THE BOSTON OFFICE OF KPMG PERFORMS AN ANNUAL AUDIT AND SIGNS A CONSOLIDATED FINANCIAL STATEMENT AUDIT OF BETH ISRAEL LAHEY HEALTH (BILH) AND ITS AFFILIATES. 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC | |||||||||
| 247 STATION DRIVE SUITE NW1 | WESTWOOD | MA | 02090 | 841912872 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $42,930,651 | $237,862,889 | BETH ISRAEL LAHEY HEALTH INC |
| BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION LLC DBA BIDCO LLC | |||||||||
| 247 STATION DRIVE SUITE NW1 | WESTWOOD | MA | 02090 | 043426253 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $99,152 | $38,177,433 | BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC |
| LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION LLC | |||||||||
| 701 EDGEWATER PLACE SUITE 420 | WAKEFIELD | MA | 01880 | 455449249 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $61,346 | $18,594,448 | BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC |
| LAHEY CLINICAL PERFORMANCE NETWORK LLC | |||||||||
| 701 EDGEWATER PLACE SUITE 420 | WAKEFIELD | MA | 01880 | 273336906 | HEALTHCARE CONTRACTING ORGANIZATION | MA | $41,282 | $29,336,044 | BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK LLC |
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) | ||||||
| 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) | ||||||
| CORE PHYSICIANS LLC | ||||||||||||||||
| 5 ALUMNI DRIVE | EXETER | NH | 03833 | 870807914 | PHYSICIAN PRACTICES | NH | 501(C)(3) | 10 | EXETER HEALTH RESOURCES INC | 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | UBI Code VUBICodeVAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 | 0 | BETH ISRAEL DEACONESS MEDICAL CENTER | OTHER | $6,684 | $122,020 | $513 | 0.01000 | |
| 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 | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (86 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SEE PART VII | ||
| L | $139,654,529 | FMV |
| SEE PART VII | ||
| O | $1,770,646 | FMV |
| SEE PART VII | ||
| P | $196,113 | FMV |
| SEE PART VII | ||
| S | $139,501,851 | FMV |
| SEE PART VII | ||
| L | $144,261,651 | FMV |
| SEE PART VII | ||
| O | $2,217,392 | FMV |
| SEE PART VII | ||
| Q | $268,871 | FMV |
| SEE PART VII | ||
| S | $117,949,850 | FMV |
| SEE PART VII | ||
| Q | $551,594 | FMV |
| SEE PART VII | ||
| L | $152,033,807 | FMV |
| SEE PART VII | ||
| O | $1,273,409 | FMV |
| SEE PART VII | ||
| S | $384,685 | FMV |
| SEE PART VII | ||
| L | $2,744,402,141 | FMV |
| SEE PART VII | ||
| O | $23,869,055 | FMV |
| SEE PART VII | ||
| P | $4,011,787 | FMV |
| SEE PART VII | ||
| Q | $499,253 | FMV |
| SEE PART VII | ||
| S | $3,162,698,986 | FMV |
| SEE PART VII | ||
| L | $1,816,329 | FMV |
| SEE PART VII | ||
| L | $142,800,150 | FMV |
| SEE PART VII | ||
| O | $2,152,313 | FMV |
| SEE PART VII | ||
| S | $162,634,654 | FMV |
| SEE PART VII | ||
| L | $349,230,817 | FMV |
| SEE PART VII | ||
| O | $6,774,001 | FMV |
| SEE PART VII | ||
| S | $409,613,452 | FMV |
| SEE PART VII | ||
| L | $18,348,193 | FMV |
| SEE PART VII | ||
| S | $15,818,613 | FMV |
| SEE PART VII | ||
| L | $235,556,577 | FMV |
| SEE PART VII | ||
| O | $2,804,128 | FMV |
| SEE PART VII | ||
| S | $575,590,518 | FMV |
| SEE PART VII | ||
| L | $5,577,955 | FMV |
| SEE PART VII | ||
| L | $2,375,028 | FMV |
| SEE PART VII | ||
| M | $1,552,720 | FMV |
| SEE PART VII | ||
| L | $7,175,897 | FMV |
| SEE PART VII | ||
| M | $3,718,908 | FMV |
| SEE PART VII | ||
| Q | $7,328,793 | FMV |
| SEE PART VII | ||
| S | $57,765,545 | FMV |
| SEE PART VII | ||
| O | $837,262 | FMV |
| SEE PART VII | ||
| L | $37,265,491 | FMV |
| SEE PART VII | ||
| O | $300,098 | FMV |
| SEE PART VII | ||
| L | $69,134,628 | FMV |
| SEE PART VII | ||
| S | $57,013,910 | FMV |
| SEE PART VII | ||
| L | $930,525,374 | FMV |
| SEE PART VII | ||
| O | $6,988,055 | FMV |
| SEE PART VII | ||
| S | $1,135,864,286 | FMV |
| SEE PART VII | ||
| L | $304,564,065 | FMV |
| SEE PART VII | ||
| O | $417,401 | FMV |
| SEE PART VII | ||
| S | $311,872,140 | FMV |
| SEE PART VII | ||
| L | $322,486,191 | FMV |
| SEE PART VII | ||
| O | $3,969,264 | FMV |
| SEE PART VII | ||
| S | $425,847,423 | FMV |
| SEE PART VII | ||
| L | $91,767,561 | FMV |
| SEE PART VII | ||
| O | $470,487 | FMV |
| SEE PART VII | ||
| L | $70,486,561 | FMV |
| SEE PART VII | ||
| O | $364,449 | FMV |
| SEE PART VII | ||
| S | $45,715,174 | FMV |
| SEE PART VII | ||
| L | $217,467,789 | FMV |
| SEE PART VII | ||
| O | $3,337,929 | FMV |
| SEE PART VII | ||
| S | $223,048,929 | FMV |
| SEE PART VII | ||
| L | $13,464,919 | FMV |
| SEE PART VII | ||
| O | $56,223 | FMV |
| SEE PART VII | ||
| S | $3,060,743 | FMV |
| SEE PART VII | ||
| L | $400,366,567 | FMV |
| SEE PART VII | ||
| O | $3,262,055 | FMV |
| SEE PART VII | ||
| S | $452,163,909 | FMV |
| SEE PART VII | ||
| L | $54,528,503 | FMV |
| SEE PART VII | ||
| S | $46,964,741 | FMV |
| SEE PART VII | ||
| L | $36,293,057 | FMV |
| SEE PART VII | ||
| O | $778,300 | FMV |
| SEE PART VII | ||
| S | $45,997,217 | FMV |
| SEE PART VII | ||
| L | $6,081,157 | FMV |
| SEE PART VII | ||
| S | $7,009,274 | FMV |
| SEE PART VII | ||
| L | $15,779,925 | FMV |
| SEE PART VII | ||
| S | $7,283,611 | FMV |
| SEE PART VII | ||
| L | $80,433 | FMV |
| SEE PART VII | ||
| L | $300,065,275 | FMV |
| SEE PART VII | ||
| O | $2,456,278 | FMV |
| SEE PART VII | ||
| S | $355,076,563 | FMV |
| SEE PART VII | ||
| L | $1,854,366 | FMV |
| SEE PART VII | ||
| P | $56,660 | FMV |
| SEE PART VII | ||
| L | $26,656,962 | FMV |
| SEE PART VII | ||
| S | $58,442,339 | FMV |
| SEE PART VII | ||
| M | $136,623 | FMV |
| SEE PART VII | ||
| P | $883,388 | FMV |
| SEE PART VII | ||
| M | $860,242 | FMV |
| SEE PART VII | ||
| S | $67,834,327 | FMV |
| SEE PART VII | ||
| R | $5,299,547 | FMV |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCH R, PART V, LN 1L PERF OF SVCS/MEMBERSHIP/FUNDRAISING FOR RO | AS NOTED THROUGHOUT THIS FILING, BILH IS THE DIRECT OR INDIRECT MEMBER, AND SUPPORT ORGANIZATION, OF THE BILH AFFILIATES. IN THIS ROLE, BILH PROVIDES CENTRALIZED SUPPORT TO ITS NETWORK OF SUPPORTED ORGANIZATIONS. BILH SUPPORT INCLUDES THE FOLLOWING SERVICES: DEVELOPMENT AND FUNDRAISING, STRATEGIC PLANNING, COMPLIANCE, GOVERNANCE AND LEGAL SUPPORT, 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 MANAGEMENT, LEADERSHIP, DEBT STRUCTURING SUPPORT, FINANCING OF CAPITAL PROJECTS THROUGH ITS OBLIGATED GROUP DEBT AND FINANCIAL SUPPORT SERVICES, INCLUDING INTERNAL AND EXTERNAL AUDIT, INSURANCE AND TAX SERVICES. NETWORK ASSESSMENT FEES FUND THESE CENTRAL ACTIVITIES ON BEHALF OF THE ENTIRE BILH NETWORK OF AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, BILH PROVIDED THE FOLLOWING SERVICES TO ITS TAX-EXEMPT AFFILIATES: 1. ANNA JAQUES HOSPITAL A. NETWORK ASSESSMENT FEE: $22,531,978 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $75,336,519 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $41,786,032 2. BETH ISRAEL DEACONESS MEDICAL CENTER A. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $1,610,659,459 B. NETWORK ASSESSMENT FEE: $340,045,399 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $793,697,283 3. BETH ISRAEL DEACONESS HOSPITAL-MILTON A. NETWORK ASSESSMENT FEE: $21,680,586 B. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $51,318,132 C. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $79,035,089 4. BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM A. NETWORK ASSESSMENT FEE: $20,347,853 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $70,404,276 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $52,048,021 5. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH A. NETWORK ASSESSMENT FEE: $51,803,050 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $180,799,185 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $116,628,582 6. BETH ISRAEL LAHEY HEALTH PHARMACY - OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $235,556,577 7. BETH ISRAEL LAHEY HEALTH PRIMARY CARE A. NETWORK ASSESSMENT FEE: $2,000,612 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $5,670,203 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $10,677,378 8. BID-MILTON PHYSICIAN ASSOCIATES - OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $1,816,329 9. COMMUNITY PHYSICIANS ASSOCIATES A. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $1,645,761 B. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $3,932,194 10. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. NETWORK ASSESSMENT FEE: $2,375,028 11. JOSLIN DIABETES CENTER A. EXPENSE REIMBURSEMENT: $675,897 B. NET ASSET TRANSFERS: $6,500,000 12. JORDAN PHYSICIAN ASSOCIATES - OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $37,265,491 13. LAHEY CLINIC FOUNDATION - OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $69,134,628 14. LAHEY CLINIC HOSPITAL A. NETWORK ASSESSMENT FEE: $175,634,489 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $440,457,768 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $314,433,117 15. LAHEY CLINIC INC A. NETWORK ASSESSMENT FEE: $2,731,175 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $34,205,350 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $ 267,627,540 16. LAHEY HEALTH SHARED SERVICES A. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $15,622,842 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $11,034,120 17. MEDICAL CARE OF BOSTON MGMT CORP DBA BILH PRIMARY CARE A. NETWORK ASSESSMENT FEE: $12,649,279 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $86,302,299 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $45,310,073 18. MOUNT AUBURN HOSPITAL A. NETWORK ASSESSMENT FEE: $52,953,199 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $167,135,115 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $ 102,397,877 19. MOUNT AUBURN PROFESSIONAL SERVICES, INC. A. NETWORK ASSESSMENT FEE: $2,605,839 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $31,241,510 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $ 57,920,212 20. NEW ENGLAND BAPTIST HOSPITAL A. NETWORK ASSESSMENT FEE: $27,597,067 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $117,583,048 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $66,656,101 D. SUPPORT FOR PATIENT CARE: $5,631,573 21. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES A. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $1,433,372 B. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $12,031,547 22. NORTHEAST BEHAVIORAL HEALTH CORPORATION A. NETWORK ASSESSMENT FEE: $4,695,728 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $16,198,002 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $49,592,831 23. NORTHEAST HOSPITAL CORPORATION A. NETWORK ASSESSMENT FEE: $69,013,089 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $198,200,401 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $133,153,077 24. NORTHEAST MEDICAL PRACTICE A. NETWORK ASSESSMENT FEE: $2,588,666 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $21,051,223 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $30,888,614 25. NORTHEAST PROFESSIONAL REGISTRY OF NURSES A. NETWORK ASSESSMENT FEE: $5,505,540 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $7,066,207 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $23,721,310 26. NORTHEAST SENIOR HEALTH CORP A. NETWORK ASSESSMENT FEE: $1,376,385 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $2,447,116 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $2,257,656 27. SEACOAST AFFILIATED GROUP PRACTICE A. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $4,881,938 B. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $10,897,987 28. SEACOAST NURSING AND REHAB CENTER - OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $80,433 29. WINCHESTER HOSPITAL A. NETWORK ASSESSMENT FEE: $48,505,611 B. OPERATION OF ACCOUNTS PAYABLE AND PAYMENT FOR THIRD PARTY SERVICES: $141,310,746 C. OPERATION OF PAYROLL AND PROVISION OF EMPLOYEE BENEFITS: $110,248,918 30. WINCHESTER HOSPITAL FOUNDATION - NETWORK ASSESSMENT FEE: $1,845,291 |
| FORM 990, SCH R, PART V, LN 1M - PERF OF SVCS/MEMBERSHIP/FUNDRAISING BY RO | AS NOTED THROUGHOUT THIS FILING, BILH IS THE DIRECT OR INDIRECT MEMBER, AND SUPPORT ORGANIZATION, OF THE BILH AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF BILH'S AFFILIATES PROVIDED SERVICES TO BILH IN FURTHERANCE OF THE EXEMPT PURPOSE OF BILH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, BILH RECEIVED THE FOLLOWING SERVICES FROM ITS TAX-EXEMPT AFFILIATES: 1. CORE PHYSICIANS, LLC EPIC EMR SYSTEM IMPLEMENTATION SERVICES: $136,623 2. EXETER HOSPITAL EPIC EMR SYSTEM IMPLEMENTATION SERVICES: $860,242 3. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. CRICO GRANT AND EPIC EMR SYSTEM IMPLEMENTATION SERVICES: $1,552,720 4. JOSLIN DIABETES CENTER EMPLOYMENT SERVICES: $3,718,908 |
| FORM 990, SCH R, PART V, LN 1O SHARING OF PAID EMPLOYEES WITH RO | 1. ANNA JAQUES HOSPITAL: $1,770,646 2. BETH ISRAEL DEACONESS MEDICAL CENTER: $23,869,055 3. BETH ISRAEL DEACONESS HOSPITAL-MILTON: $1,273,409 4. BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM: $2,152,313 5. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH: $6,774,001 6. BETH ISRAEL LAHEY HEALTH PHARMACY: $2,804,128 7. JORDAN HEALTH SYSTEMS, INC: $837,262 8. JORDAN PHYSICIAN ASSOCIATES: $300,098 9. LAHEY CLINIC HOSPITAL: $6,988,055 10. LAHEY CLINIC INC: $417,401 11. MEDICAL CARE OF BOSTON MGMT CORP DBA BILH PRIMARY CARE: $2,217,392 12. MOUNT AUBURN HOSPITAL: $3,969,264 13. MOUNT AUBURN PROFESSIONAL SERVICES, INC.: $470,487 14. NEW ENGLAND BAPTIST HOSPITAL: $3,337,929 15. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES: $56,223 16. NORTHEAST BEHAVIORAL HEALTH CORP: $364,449 17. NORTHEAST HOSPITAL CORPORATION: $3,262,055 18. NORTHEAST PROFESSIONAL REGISTRY OF NURSES: $778,300 19. WINCHESTER HOSPITAL: $2,456,278 |
| FORM 990, SCH R, PART V, LN 1P - REIMB. PAID TO RO FOR EXPENSES | AS NOTED THROUGHOUT THIS FILING, BILH IS THE DIRECT OR INDIRECT MEMBER, AND SUPPORT ORGANIZATION, OF THE BILH AFFILIATES. AS PART OF THAT RELATIONSHIP, BILH REIMBURSED ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED ON BEHALF OF BILH IN FURTHERANCE OF THE EXEMPT PURPOSE OF BILH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, BILH MADE THE FOLLOWING REIMBURSEMENTS FOR EXPENSES TO ITS AFFILIATES: 1. ANNA JAQUES HOSPITAL BENEFITS: $196,113 2. BETH ISRAEL DEACONESS MEDICAL CENTER SALARY REIMBURSEMENT: $4,011,787 3. EXETER HEALTH RESOURCES SALARY REIMBURSEMENT: $883,388 4. WINCHESTER PHYSICIAN ASSOCIATES PHYSICIANS SALARY REIMBURSEMENT: $56,660 |
| FORM 990, SCH R, PART V, LN 1Q - REIMB. PAID BY RO FOR EXPENSES | AS NOTED THROUGHOUT THIS FILING, BILH IS THE DIRECT OR INDIRECT MEMBER, AND SUPPORT ORGANIZATION, OF THE BILH AFFILIATES. AS PART OF THAT RELATIONSHIP, BILH WAS REIMBURSED BY ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED IN FURTHERANCE OF THE EXEMPT PURPOSE OF BILH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, BILH RECEIVED THE FOLLOWING REIMBURSEMENTS FOR EXPENSES FROM ITS TAX-EXEMPT AFFILIATES: 1. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. -BILH TAX AND IS TECHNOLOGY ASSESSMENT: $551,594 2. BETH ISRAEL DEACONESS MEDICAL CENTER - SALARY REIMBURSEMENT: $499,253 3. JOSLIN DIABETES CENTER EXECUTIVE MANAGEMENT, EPIC EMR IMPLEMENTATION AND OTHER EXPENSE REIMBURSEMENTS: $7,328,793 4. MEDICAL CARE OF BOSTON MGMT CORP DBA BILH PRIMARY CARE - SALARY ALLOCATION-BILHPN: $268,871 5. NORTHEAST BEHAVIORAL HEALTH CORPORATION EXPENSE REIMBURSEMENTS (MISCELLANEOUS): $50,000 |
| FORM 990, SCH R, PART V, LN 1R OTHER TRANSFER OF CASH/PROP TO RO | AS NOTED THROUGHOUT THIS FILING, BILH IS THE DIRECT OR INDIRECT MEMBER, AND SUPPORT ORGANIZATION, OF THE BILH AFFILIATES. AS PART OF THAT RELATIONSHIP, BILH TRANSFERRED CASH TO ONE OR MORE OF ITS AFFILIATED ENTITIES AS PART OF NETWORK-WIDE CASH MANAGEMENT AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF BILH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, BILH TRANSFERRED THE FOLLOWING CASH OR PROPERTY TO EXETER HOSPITAL: - CASH AND REBATE TRANSFERS: $5,299,547 |
| FORM 990, SCH R, PART V, LN 1S - OTHER TRANSFER OF CASH/PROP FROM RO | AS NOTED THROUGHOUT THIS FILING, BILH IS THE DIRECT OR INDIRECT MEMBER, AND SUPPORT ORGANIZATION, OF THE BILH AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF ITS AFFILIATED ENTITIES MADE CASH PAYMENTS TO BILH AS PART OF NETWORK-WIDE CASH MANAGEMENT AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF BILH AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, THE FOLLOWING CASH OR PROPERTY WAS TRANSFERRED TO BILH BY ITS TAX-EXEMPT AFFILIATES IN SUPPORT OF EACH AFFILIATES TAX-EXEMPT MISSION. ADDITIONAL INFORMATION IS IN THE NOTE ABOVE RELATED TO THE SUPPORT BILH PROVIDES TO ITS AFFILIATES AND ADDITIONAL DETAIL CAN BE FOUND IN THE FORM 990 SCHEDULE R FOR EACH OF THE ENTITIES LISTED BELOW 1. ANNA JAQUES HOSPITAL - CASH TRANSFER: $139,501,851 2. BETH ISRAEL DEACONESS MEDICAL CENTER - CASH TRANSFER: $3,162,698,986 3. BETH ISRAEL DEACONESS HOSPITAL-MILTON - CASH TRANSFERS: $384,685 4. BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM - CASH TRANSFERS: $162,634,654 5. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH - CASH TRANSFERS: $409,613,452 6. BETH ISRAEL LAHEY HEALTH PRIMARY CARE - CASH TRANSFERS: $15,818,613 7. BETH ISRAEL LAHEY HEALTH PHARMACY A. CASH TRANSFERS: $573,417,272 B. MANAGEMENT/EXECUTIVE SALARIES: $2,173,246 8. EXETER HOSPITAL A. REIMBURSEMENT FOR INSURANCE AND FRINGE BENEFITS: $37,834,327 B. CASH TRANSFERS: $30,000,000 9. JOSLIN DIABETES CENTER - CASH TRANSFERS: $57,765,545 10. LAHEY CLINIC INC - CASH TRANSFERS: $311,872,140 11. LAHEY CLINIC HOSPITAL - CASH TRANSFERS: $1,135,864,286 12. LAHEY CLINIC FOUNDATION - CASH TRANSFERS: $57,013,910 13. LAHEY HEALTH SHARED SERVICES - CASH TRANSFERS: $58,442,339 14. MEDICAL CARE OF BOSTON MGMT CORP DBA BILH PRIMARY CARE - CASH TRANSFERS: $117,949,850 15. MOUNT AUBURN HOSPITAL - CASH TRANSFERS: $425,847,423 16. NORTHEAST BEHAVIORAL HEALTH CORP - CASH TRANSFERS: $45,715,174 17. NEW ENGLAND BAPTIST HOSPITAL - CASH TRANSFERS: $223,048,929 18. NEW ENGLAND BAPTIST MEDICAL ASSOCIATES - CASH TRANSFERS: $3,060,743 19. NORTHEAST HOSPITAL CORPORATION - CASH TRANSFERS: $452,163,909 20. NORTHEAST MEDICAL PRACTICE - CASH TRANSFERS: $46,964,741 21. NORTHEAST PROFESSIONAL REGISTRY OF NURSES - CASH TRANSFERS: $45,997,217 22. NORTHEAST SENIOR HEALTH CORP - CASH TRANSFERS: $7,009,274 23. SEACOAST AFFILIATED GROUP PRACTICE - CASH TRANSFERS: $7,283,611 24. WINCHESTER HOSPITAL - CASH TRANSFERS: $355,076,563 |