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THE LOWELL GENERAL HOSPITAL: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE LOWELL GENERAL HOSPITAL (EIN 04-2103590)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-17
IRS object ID
202012309349302631
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-17T13:34:46-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103590EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LOWELL GENERAL HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOWEBusinessNameControlTxt
Phone9789376000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1295 VARNUM AVENUEAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018542193ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM WYMANPersonNm
Person TitleSR. VP OF FINANCEPersonTitleTxt
Phone9789376000PhoneNum
Signature2020-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA L BOOTHPreparerPersonNm
PTINP01342395PTIN
Phone6177610600PhoneNum
Preparation2020-08-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.172.72.163IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-12IPDt
IP Tm08:22:46IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdAAFE5242E44AA74A98A743050A15125E154A43A4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOSEPH WHITEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1295 VARNUM AVENUEAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018542193ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$570,431,173GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LOWELLGENERAL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1939FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO MEET THE HEALTHCARE NEEDS OF COMMUNITIES SERVED THROUGH THE PROVISION OF INPATIENT AND OUTPATIENT MEDICAL SERVICES. TO PROVIDE SERVICES, PROGRAMS AND INITIATIVES TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE CITIZENS IN THE AREA, WITH A PARTICULAR FOCUS ON PEOPLE WHO ARE MEDICALLY UNDERSERVED, AT RISK, OR FINANCIALLY DISADVANTAGED.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee4442TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI-$1,223,888TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,162,248PYContributionsGrantsAmt
CY Contributions Grants$3,877,996CYContributionsGrantsAmt
PY Program Service Revenue$470,427,050PYProgramServiceRevenueAmt
CY Program Service Revenue$466,976,860CYProgramServiceRevenueAmt
PY Investment Income$9,172,790PYInvestmentIncomeAmt
CY Investment Income$2,409,315CYInvestmentIncomeAmt
PY Other Revenue$13,986,355PYOtherRevenueAmt
CY Other Revenue$11,887,407CYOtherRevenueAmt
PY Total Revenue$496,748,443PYTotalRevenueAmt
CY Total Revenue$485,151,578CYTotalRevenueAmt
PY Grants And Similar Paid$458,789PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$503,974CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$229,017,093PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$230,929,189CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$963,360CYTotalFundraisingExpenseAmt
PY Other Expenses$226,604,404PYOtherExpensesAmt
CY Other Expenses$227,187,999CYOtherExpensesAmt
PY Total Expenses$456,080,286PYTotalExpensesAmt
CY Total Expenses$458,621,162CYTotalExpensesAmt
PY Revenues Less Expenses$40,668,157PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$26,530,416CYRevenuesLessExpensesAmt
Total Assets BOY$488,997,334TotalAssetsBOYAmt
Total Assets EOY$455,209,859TotalAssetsEOYAmt
Total Liabilities BOY$328,005,960TotalLiabilitiesBOYAmt
Total Liabilities EOY$317,420,782TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$160,991,374NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$137,789,077NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO MEET THE HEALTHCARE NEEDS OF COMMUNITIES SERVED THROUGH THE PROVISION OF INPATIENT AND OUTPATIENT MEDICAL SERVICES. TO PROVIDE SERVICES, PROGRAMS AND INITIATIVES TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE CITIZENS IN THE AREA, WITH A PARTICULAR FOCUS ON PEOPLE WHO ARE MEDICALLY UNDERSERVED, AT RISK, OR FINANCIALLY DISADVANTAGED.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$147,508,264ExpenseAmt
Grant$503,974GrantAmt
Revenue$216,280,792RevenueAmt
DescLGH'S OUTPATIENT AND ANCILLARY SERVICES INCLUDE EMERGENCY DEPARTMENT (LEVEL III TRAUMA SERVICES), IMAGING/RADIOLOGY (INCLUDING MRI, CT, ULTRASOUND, MAMMOGRAPHY), LABORATORY, CARDIAC TESTING AND CATHETERIZATION, ENDOSCOPY, SURGERY, REHABILITATION THERAPIES, RADIATION ONCOLOGY AND CHEMOTHERAPY, AND A NUMBER OF OTHER SERVICES NEEDED TO SUPPORT INPATIENT AND OUTPATIENT CARE.OUTPATIENT STATISTICSEMERGENCY ROOM VISITS: 98,714OUTPATIENT VISITS: 406,799OUTPATIENT SURGERIES: 8,222RADIATION TREATMENTS: 12,199Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$201,304,441ExpenseAmt
Revenue$263,732,149RevenueAmt
DescTHE LOWELL GENERAL HOSPITAL'S PRIMARY SERVICE AREA ("PSA") IS COMPRISED OF THE FOLLOWING NINE COMMUNITIES: BILLERICA, CHELMSFORD, DRACUT, DUNSTABLE, LOWELL, TEWKSBURY, TYNGSBORO AND WESTFORD, MASSACHUSETTS, AND PELHAM, NEW HAMPSHIRE, WITH A TOTAL OF APPROXIMATELY 291,000 RESIDENTS. THE HOSPITAL'S SECONDARY SERVICE AREA ("SSA") HAS A POPULATION OF ALMOST 340,000 AND INCLUDES THE SURROUNDING MUNICIPALITIES OF ANDOVER, CARLISLE, GROTON, LAWRENCE, LITTLETON, METHUEN, NORTH ANDOVER, PEPPERELL AND WILMINGTON, MASSACHUSETTS, AND HOLLIS, HUDSON AND NASHUA, NEW HAMPSHIRE. THE HOSPITAL OFFERS THE LATEST TECHNOLOGY AND A FULL RANGE OF MEDICAL, SURGICAL AND CRITICAL CARE SERVICES FOR PATIENTS, FROM NEWBORNS TO SENIORS. IT IS CURRENTLY LICENSED BY THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH TO OPERATE A TOTAL OF 434 ACUTE CARE BEDS (301 ADULT MEDICAL/SURGICAL, 29 INTENSIVE CARE, 40 PEDIATRIC, 26 OBSTETRICAL, 10 LEVEL IIB SPECIAL CARE NURSERY BASSINETS AND 28 WELL-NEWBORN BASSINETS).INPATIENT STATISTICSINPATIENT ADMISSIONS: 18,460 DELIVERIES: 2,230OBSERVATION STAYS: 4,696PATIENT DAYS: 76,980SURGERIES: 2,412Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$348,812,705TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document297IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4442EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWILLIAM WYMAN SR VP OF FINANCEPersonNm
Phone9789376034PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1295 VARNUM AVENUEAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01854ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GARY CAMPBELL
CHAIR1.001.00Yes (X)Yes (X)$0$0$0
RAYMOND ANSTISS JR
VICE CHAIR1.001.00Yes (X)Yes (X)$0$0$0
DANIEL J MANSUR ESQ
CLERK1.003.00Yes (X)Yes (X)$0$0$0
JOHN CARSON
BOARD MEMBER1.001.00Yes (X)$0$0$0
JACK CLANCY
BOARD MEMBER1.001.00Yes (X)$0$0$0
MARK COCHRAN
BOARD MEMBER1.001.00Yes (X)$0$0$0
SHAMIM DAHOD MD
BOARD MEMBER1.001.00Yes (X)$0$0$0
MICHAEL DUBUQUE
BOARD MEMBER1.001.00Yes (X)$0$0$0
BOPHA MALONE
BOARD MEMBER1.001.00Yes (X)$0$0$0
GEORGE MELTSAKOS MD
BOARD MEMBER1.001.00Yes (X)$0$0$0
TUSHAR PATEL MD
BOARD MEMBER1.002.00Yes (X)$0$0$0
LUIS PEDROSO
BOARD MEMBER (UNTIL 11/19)1.001.00Yes (X)$0$0$0
NAOMI PRENDERGAST
BOARD MEMBER1.002.00Yes (X)$0$0$0
BRUCE ROBINSON
BOARD MEMBER1.001.00Yes (X)$0$0$0
DAVID WALLACE
BOARD MEMBER1.001.00Yes (X)$0$0$0
JOSEPH WHITE
PRESIDENT48.002.00Yes (X)Yes (X)$1,324,761$0$20,921
WILLIAM WYMAN
SR. VP OF FINANCE/TREAS./ASST. CLERK46.004.00Yes (X)$366,595$0$19,990
SABRINA GRANVILLE
CHO12.0038.00$119,986$359,956$27,519Yes (X)
AMY HOEY
CHIEF OPERATING OFFICER50.000.00$759,458$0$26,414Yes (X)
CECELIA LYNCH
CNO50.000.00$409,111$0$26,914Yes (X)
ARTHUR LAURETANO
CMO50.000.00$400,926$0$1,122Yes (X)
MICHELLE DAVIS
VP EXTERNAL AFFAIRS49.001.00$233,198$0$21,509Yes (X)
WENDY MITCHELL
MEDICAL DIR. COMMUNITY HOME50.000.00$312,213$0$24,520Yes (X)
EMILY YOUNG
DIRECTOR OF HEALTHCARE OPS50.000.00$261,055$0$22,469Yes (X)
YISHIS REN
CHIEF MEDICAL PHYSICIST50.000.00$252,271$0$20,706Yes (X)
RAMYA PRABHAKAR
PHYSICIAN50.000.00$272,947$0$25,755Yes (X)
JAMES WOOLMAN
DIRECTOR ACO PERFORMANCE MGMT50.000.00$261,532$0$23,383Yes (X)
WILLIAM GALVIN III MD
BOARD MEMBER/MEDICAL DIRECTOR1.001.00Yes (X)$523,540$0$26,413
SUSAN GREEN
FMR. SENIOR VP & CFO & TREAS. - THE LGH0.0050.00$0$731,087$27,467Yes (X)
NORMAND DESCHENE
FMR. PRES. OF BOARD & CEO0.0050.00Yes (X)$0$1,656,224$20,921
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,497,593TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,747,267TotReportableCompRltdOrgAmt
Total Other Compensation$336,023TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K371IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MCKESSON CORPORATION
6555 STATE HWY 161IRVINGTX75039MEDICAL SUPPLIES SERVICES$29,543,849
CERNER CORPORATION
2800 ROCKCREEK PARKWAYNORTH KANSAS CITYMO64117INFORMATION SYSTEMS PROVIDER$25,166,656
CLAFLIN COMPANY
455 WARWICK INDUSTRIAL DRWARWICKRI02886MEDICAL SUPPLIES SERVICES$13,349,616
SODEXO INC & AFFILIATES
9801 WASHINGTONIAN BLVDGAITHERSBURGMD20878FOOD & FACILITIES SERVICES$4,336,166
MERRIMACK VALLEY EMERGENCY ASSOCIATES
1 HOSPITAL DRLOWELLMA01852PHYSICIAN SERVICES$4,186,663
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K296CntrctRcvdGreaterThan100KCnt
Fundraising$300,000FundraisingAmt
Related Organizations$61,800RelatedOrganizationsAmt
Government Grants$237,298GovernmentGrantsAmt
All Other Contributions$3,278,898AllOtherContributionsAmt
Noncash Contributions$197,667NoncashContributionsAmt
Total Contributions$3,877,996TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPATIENT SVC. REVENUEDesc
Business621500BusinessCd
Total Revenue Column$466,976,860TotalRevenueColumnAmt
Related Or Exempt Func Income$468,662,277RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$1,685,417UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$466,976,860TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,065,890TotalRevenueColumnAmt
Unrelated Business Revenue$478,502UnrelatedBusinessRevenueAmt
Exclusion$1,587,388ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,016,725RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,049,640RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$32,915RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$32,915TotalRevenueColumnAmt
Unrelated Business Revenue-$16,973UnrelatedBusinessRevenueAmt
Exclusion-$15,942ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$82,786,493SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$81,333,651SecuritiesAmt
Other$1,109,417OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,452,842SecuritiesAmt
Other-$1,109,417OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$343,425TotalRevenueColumnAmt
Exclusion$343,425ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,356,545FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$300,000ContriRptFundraisingEventAmt
Fundraising Direct Expenses$786,887FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$569,658TotalRevenueColumnAmt
Exclusion$569,658ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business621500BusinessCd
Total Revenue Column$11,350,664TotalRevenueColumnAmt
Related Or Exempt Func Income$11,350,664RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,350,664OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$485,151,578TotalRevenueColumnAmt
Related Or Exempt Func Income$480,012,941RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$1,223,888UnrelatedBusinessRevenueAmt
Exclusion$2,484,529ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$503,974TotalAmt
Program Services$503,974ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$189,254,218TotalAmt
Program Services$142,115,635ProgramServicesAmt
Management And General$46,957,104ManagementAndGeneralAmt
Fundraising$181,479FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,469,592TotalAmt
Program Services$3,356,326ProgramServicesAmt
Management And General$1,108,980ManagementAndGeneralAmt
Fundraising$4,286FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$23,785,016TotalAmt
Program Services$17,859,634ProgramServicesAmt
Management And General$5,902,572ManagementAndGeneralAmt
Fundraising$22,810FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,420,363TotalAmt
Program Services$10,077,680ProgramServicesAmt
Management And General$3,329,814ManagementAndGeneralAmt
Fundraising$12,869FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$275,073TotalAmt
Management And General$275,073ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$271,482TotalAmt
Management And General$271,482ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$120,000TotalAmt
Management And General$120,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$342,295TotalAmt
Management And General$342,295ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$32,113,975TotalAmt
Program Services$21,121,932ProgramServicesAmt
Management And General$10,978,207ManagementAndGeneralAmt
Fundraising$13,836FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$600,910TotalAmt
Program Services$1,583ProgramServicesAmt
Management And General$596,866ManagementAndGeneralAmt
Fundraising$2,461FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$95,521,877TotalAmt
Program Services$91,163,832ProgramServicesAmt
Management And General$4,316,727ManagementAndGeneralAmt
Fundraising$41,318FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$23,566,905TotalAmt
Program Services$19,255,055ProgramServicesAmt
Management And General$4,199,082ManagementAndGeneralAmt
Fundraising$112,768FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,453,432TotalAmt
Program Services$5,755,066ProgramServicesAmt
Management And General$3,694,990ManagementAndGeneralAmt
Fundraising$3,376FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$430,281TotalAmt
Program Services$188,305ProgramServicesAmt
Management And General$241,948ManagementAndGeneralAmt
Fundraising$28FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$834,954TotalAmt
Program Services$497,614ProgramServicesAmt
Management And General$337,301ManagementAndGeneralAmt
Fundraising$39FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$7,643,095TotalAmt
Management And General$7,643,095ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,541,733TotalAmt
Program Services$17,580,625ProgramServicesAmt
Management And General$2,946,159ManagementAndGeneralAmt
Fundraising$14,949FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,938,506TotalAmt
Program Services$5,865ProgramServicesAmt
Management And General$1,932,641ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PHYSICIAN FEES$18,989,274$10,601,399$8,387,875
UNCOMPENSATED CARE POOL$7,876,192$7,876,192
PROVISION FOR BAD DEBTS$4,730,546$4,730,546
TEMP RESTRICTED MISC EX$1,097,536$565,196$532,340

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$839,933TotalAmt
Program Services$286,792ProgramServicesAmt
Fundraising$553,141FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$458,621,162TotalAmt
Program Services$348,812,705ProgramServicesAmt
Management And General$108,845,097ManagementAndGeneralAmt
Fundraising$963,360FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$46,085,184BOYAmt
EOY$21,460,271EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,086,979BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,009,974BOYAmt
EOY$1,607,095EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$66,149,741BOYAmt
EOY$63,918,912EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$7,913,066BOYAmt
EOY$7,633,603EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,536,133BOYAmt
EOY$3,646,230EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$483,296,049LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$267,791,319LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$226,867,670BOYAmt
EOY$215,504,730EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$76,984,000BOYAmt
EOY$93,581,882EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$41,364,587BOYAmt
EOY$47,857,136EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$488,997,334BOYAmt
EOY$455,209,859EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$92,059,339BOYAmt
EOY$79,048,146EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$142,581,101BOYAmt
EOY$138,696,956EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$16,540,077BOYAmt
EOY$14,089,077EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$76,825,443BOYAmt
EOY$85,586,603EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$328,005,960BOYAmt
EOY$317,420,782EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$151,081,636BOYAmt
EOY$128,519,297EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,040,949BOYAmt
EOY$4,351,581EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,868,789BOYAmt
EOY$4,918,199EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$160,991,374BOYAmt
EOY$137,789,077EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$488,997,334BOYAmt
EOY$455,209,859EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$26,530,416ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$296,235NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$49,436,478OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$257,940DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$257,940TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1(G), DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS,FormAndLineReferenceDesc
ExplanationGOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: A PORTION OF THE HOSPITAL'S MASSACHUSETTS HOSPITAL ASSOCIATION (MHA) DUES SUPPORTS LOBBYING ACTIVITIES. THE MHA WORKS ON BEHALF OF THE INDUSTRY TO INFLUENCE MATTERS OF IMPORTANCE TO MASSACHUSETTS HEALTHCARE.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$76,021,699BeginningYearBalanceAmt
Contributions$8,074ContributionsAmt
Investment Earnings Or Losses$2,930,857InvestmentEarningsOrLossesAmt
Other Expenditures$234,264OtherExpendituresAmt
End Year Balance$78,726,366EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$77,572,133BeginningYearBalanceAmt
Contributions$16,191ContributionsAmt
Investment Earnings Or Losses$8,139,178InvestmentEarningsOrLossesAmt
Other Expenditures$9,705,803OtherExpendituresAmt
End Year Balance$76,021,699EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,687,775BeginningYearBalanceAmt
Contributions$19,850ContributionsAmt
Investment Earnings Or Losses$978,039InvestmentEarningsOrLossesAmt
Other Expenditures-$6,886,469OtherExpendituresAmt
End Year Balance$77,572,133EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,685,872BeginningYearBalanceAmt
Contributions$10,148ContributionsAmt
Investment Earnings Or Losses$1,050,057InvestmentEarningsOrLossesAmt
Other Expenditures-$4,941,698OtherExpendituresAmt
End Year Balance$69,687,775EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,774,190BeginningYearBalanceAmt
Contributions$10,489ContributionsAmt
Investment Earnings Or Losses$1,015,170InvestmentEarningsOrLossesAmt
Other Expenditures$3,113,977OtherExpendituresAmt
End Year Balance$63,685,872EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.96230BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.03770PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,377,764OtherCostOrOtherBasisAmt
Book Value$5,377,764BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$300,579,445OtherCostOrOtherBasisAmt
Depreciation$139,836,022DepreciationAmt
Book Value$160,743,423BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,430,938OtherCostOrOtherBasisAmt
Depreciation$2,976,937DepreciationAmt
Book Value$1,454,001BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$166,401,160OtherCostOrOtherBasisAmt
Depreciation$122,216,530DepreciationAmt
Book Value$44,184,630BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,506,742OtherCostOrOtherBasisAmt
Depreciation$2,761,830DepreciationAmt
Book Value$3,744,912BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$215,504,730TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BENEFICIAL INTEREST IN PERPETUAL TRUSTS$1,423,402F
CERTIFICATES OF DEPOSIT$18,895,346F
MUTUAL FUNDS$73,263,134F
FieldValueIRS element (for citing)
Total Book Value Securities$93,581,882TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
OTHER ASSETS$33,889,724
DUE FROM AFFILIATES$13,967,412
FieldValueIRS element (for citing)
Total Book Value Other Assets$47,857,136TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
CAPITAL LEASE OBLIGATIONS$9,935,056
ACCRUED PENSION EXPENSE$53,070,582
OTHER LONG-TERM LIABILITIES$16,701,927
DUE TO AFFILIATES$5,879,038
FieldValueIRS element (for citing)
Total Liability$85,586,603TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$489,971,008TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$296,235NetUnrealizedGainsInvstAmt
Other Revenue$6,477,194OtherRevenueAmt
Revenue Not Reported$6,180,959RevenueNotReportedAmt
Revenue Subtotal$483,790,049RevenueSubtotalAmt
Investment Expenses Not Incld$342,295InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,019,234OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,361,529RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$485,151,578TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$513,173,302TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$55,892,532OtherExpensesIncludedAmt
Expenses Not Reported$55,892,532ExpensesNotReportedAmt
Expenses Subtotal$457,280,770ExpensesSubtotalAmt
Investment Expenses Not Incld2$342,295InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$998,097OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,340,392ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$458,621,162TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE HOSPITAL CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF THE GIFTS DONATED TO THE PERMANENT ENDOWMENT WHEN EXPLICIT DONOR STIPULATIONS REQUIRING PERMANENT MAINTENANCE OF THE HISTORICAL FAIR VALUE ARE PRESENT, AND (B) THE ORIGINAL VALUE OF THE SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT WHEN EXPLICIT DONOR STIPULATIONS REQUIRING PERMANENT MAINTENANCE OF THE HISTORICAL FAIR VALUE ARE PRESENT. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND COMPRISED OF ACCUMULATED GAINS NOT REQUIRED TO BE MAINTAINED IN PERPETUITY IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE IN A MANNER CONSISTENT WITH THE DONOR'S STIPULATIONS. THE HOSPITAL CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: DURATION AND PRESERVATION OF THE FUND, PURPOSES OF THE DONOR-RESTRICTED ENDOWMENT FUNDS, GENERAL ECONOMIC CONDITIONS, THE POSSIBLE EFFECT OF INFLATION AND DEFLATION, THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS, OTHER RESOURCES OF THE HOSPITAL, AND THE INVESTMENT POLICIES OF THE HOSPITAL.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSE 2,049,640. SPECIAL EVENT EXPENSE 786,887. NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS 1,728,230. NET ASSETS RELEASED FROM RESTRICTIONS USED FOR CAPITAL 1,327,904. LOSS ON EXTINGUISHMENT OF DEBT 584,533.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 21,137. PHILANTHROPY EXPENSES NETTED WITH CONTRIBUTIONS 998,097.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 2,049,640. SPECIAL EVENTS EXPENSE 786,887. NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS 1,728,230. NET ASSETS RELEASED FROM RESTRICTIONS FOR CAPITAL 1,327,904. TRANSFERS TO AFFILIATES 24,616,222. PROVISION FOR UNCOLLECTIBLE ACCOUNTS- PATIENTS 12,984,894. LOSS ON EXTINGUISHMENT OF DEBT 584,533. PENSION RELATED ADJUSTMENTS 11,814,222.
PART XII, LINE 4B - OTHER ADJUSTMENTS:PHILANTHROPY EXPENSES NETTED WITH CONTRIBUTIONS 998,097.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1TEAM WALK FOR CANCER CAREEvent1Nm
Gross Receipts Event1$834,277GrossReceiptsEvent1Amt
Charitable Contri Event1$200,000CharitableContriEvent1Amt
Gross Revenue Event1$634,277GrossRevenueEvent1Amt
Cash Prizes Event1$2,500CashPrizesEvent1Amt
Non Cash Prizes Event1$13,193NonCashPrizesEvent1Amt
Rent Facility Costs Event1$22,055RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,160FoodAndBeverageEvent1Amt
Entertainment Event1$28,756EntertainmentEvent1Amt
Other Direct Expenses Event1$253,881OtherDirectExpensesEvent1Amt
Event2BALLEvent2Nm
Gross Receipts Event2$420,599GrossReceiptsEvent2Amt
Charitable Contri Event2$100,000CharitableContriEvent2Amt
Gross Revenue Event2$320,599GrossRevenueEvent2Amt
Non Cash Prizes Event2$8,075NonCashPrizesEvent2Amt
Rent Facility Costs Event2$171,001RentFacilityCostsEvent2Amt
Food And Beverage Event2$130FoodAndBeverageEvent2Amt
Entertainment Event2$8,025EntertainmentEvent2Amt
Other Direct Expenses Event2$106,321OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$401,669GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$401,669GrossRevenueOtherEventsAmt
Cash Prizes Other Events$5,000CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$868NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$114,577RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$48,345OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,656,545GrossReceiptsTotalAmt
Charitable Contributions Tot$300,000CharitableContributionsTotAmt
Gross Revenue Total Events$1,356,545GrossRevenueTotalEventsAmt
Cash Prizes Total Events$7,500CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$22,136NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$307,633RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,290FoodAndBeverageTotalEventsAmt
Entertainment Total Events$36,781EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$408,547OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$786,887DirectExpenseSummaryEventsAmt
Net Income Summary$569,658NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$11,265,465TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,164,474DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,100,991NetCommunityBenefitExpnsAmt
Total Expense0.01550TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$841,744TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$841,744NetCommunityBenefitExpnsAmt
Total Expense0.00180TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$4,697,470TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$4,697,470NetCommunityBenefitExpnsAmt
Total Expense0.01020TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$16,804,679TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,164,474DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,640,205NetCommunityBenefitExpnsAmt
Total Expense0.02750TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,116,304TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$23,822DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,092,482NetCommunityBenefitExpnsAmt
Total Expense0.00240TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,269,559TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$12,100DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,257,459NetCommunityBenefitExpnsAmt
Total Expense0.00270TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$429,817TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$57,485DirectOffsettingRevenueAmt
Net Community Benefit Expns$372,332NetCommunityBenefitExpnsAmt
Total Expense0.00080TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$918,650TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$100,000DirectOffsettingRevenueAmt
Net Community Benefit Expns$818,650NetCommunityBenefitExpnsAmt
Total Expense0.00180TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,734,330TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$193,407DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,540,923NetCommunityBenefitExpnsAmt
Total Expense0.00770TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$20,539,009TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$4,357,881DirectOffsettingRevenueAmt
Net Community Benefit Expns$16,181,128NetCommunityBenefitExpnsAmt
Total Expense0.03520TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$328,062TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$328,062NetCommunityBenefitExpnsAmt
Total Expense0.00070TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$200,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$200,000NetCommunityBenefitExpnsAmt
Total Expense0.00040TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$528,062TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$528,062NetCommunityBenefitExpnsAmt
Total Expense0.00110TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$12,984,894BadDebtExpenseAmt
Bad Debt Expense Attributable$779,094BadDebtExpenseAttributableAmt
Reimbursed By Medicare$109,806,087ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$122,046,572CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$12,240,485MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities2HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLicensed HospitalLicensedHospitalIndEmergency Room24 HrsEmergencyRoom24HrsIndEmergency Room OtherEmergencyRoomOtherIndOtherOtherDescFacility Reporting GroupFacilityReportingGroupCd
THE LOWELL GENERAL HOSPITAL
1275-319 VARNUM AVENUELOWELLMA01854Yes (X)Yes (X)Yes (X)ALSO DESIGNATED AS A TRAUMA CENTERA
THE LOWELL GENERAL HOSPITAL
21-2 HOSPITAL DRIVELOWELLMA01852Yes (X)Yes (X)A

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1THE LOWELL GENERAL HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted17CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts0CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (1)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLWWW.LOWELLGENERAL.ORGOwnWebsiteURLTxt
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt17ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLWWW.LOWELLGENERAL.ORGStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.000000000000FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLWWW.LOWELLGENERAL.ORGFAPAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLWWW.LOWELLGENERAL.ORGFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit Legal Judicial ProcessYes (X)PermitLegalJudicialProcessInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, SECTION BFACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF:- FACILITY 1: THE LOWELL GENERAL HOSPITAL, - FACILITY 2: THE LOWELL GENERAL HOSPITAL
THE LOWELL GENERAL HOSPITAL PART V, SECTION B, LINE 3J:LOWELL GENERAL HOSPITAL COMPLETES A COMMUNITY HEALTH NEEDS ASSESSMENT EVERY THREE YEARS. INFORMATION FOR THE NEEDS ASSESSMENT WAS COLLECTED FROM MULTIPLE SOURCES, IN THREE DIFFERENT WAYS: (1) FOCUS GROUPS, (2) KEY INFORMANT INTERVIEWS, AND (3) A REVIEW OF PUBLICLY COLLECTED HEALTH AND DEMOGRAPHIC STATISTICS FROM THE MASS CHIP DATABASE. THERE WERE 16 FOCUS GROUPS WITH A TOTAL OF 167 PARTICIPANTS. THE FOCUS GROUPS WERE CONDUCTED IN ENGLISH, KHMER, SPANISH, PORTUGUESE AND OTHER LANGUAGES, AS NEEDED. THE UNIVERSITY OF MASSACHUSETTS LOWELL CONDUCTED THREE KEY INFORMANT INTERVIEWS.
THE LOWELL GENERAL HOSPITAL PART V, SECTION B, LINE 5:INFORMATION FOR THE NEEDS ASSESSMENT WAS COLLECTED FROM MULTIPLE SOURCES, IN THREE DIFFERENT WAYS: (1) FOCUS GROUPS, (2) KEY INFORMANT INTERVIEWS, AND (3) A REVIEW OF PUBLICLY COLLECTED HEALTH AND DEMOGRAPHIC STATISTICS FROM THE MASSCHIP DATABASE. THERE WERE 16 FOCUS GROUPS WITH A TOTAL OF 167 PARTICIPANTS. THE FOCUS GROUPS WERE CONDUCTED IN ENGLISH, KHMER, SPANISH, PORTUGUESE AND OTHER LANGUAGES, AS NEEDED. THE UNIVERSITY OF MASSACHUSETTS LOWELL CONDUCTED THREE KEY INFORMANT INTERVIEWS.ALL PARTICIPANTS IN THE FOCUS GROUPS AND KEY INFORMANT INTERVIEWS INDICATED THAT PROVIDERS AND AGENCIES IN LOWELL COLLABORATE WELL, ESPECIALLY LOWELL GENERAL HOSPITAL AND LOWELL COMMUNITY HEALTH CENTER. THEY ALSO ACKNOWLEDGED STRONG COLLABORATION BETWEEN COMMUNITIES, AGENCIES AND PROVIDERS. SOME FELT THAT LOWELL AND LOWELL AREA SERVICES HAVE A "GOOD PUBLIC HEALTH APPROACH." THE COMMUNITY FOCUS GROUPS ALSO FELT THAT GOOD ATTENTION TO DIVERSE COMMUNITIES, OUTREACH AT COMMUNITY EVENTS, GOOD PREVENTION PROGRAMS, AND STRONG SERVICES FOR IMMIGRANTS, REFUGEES, AND THE HOMELESS AT LCHC WERE ALL STRENGTHS OF THE HEALTHCARE SYSTEM.MORE THAN 50 GREATER LOWELL PROFESSIONALS PARTICIPATED IN THE FOCUS GROUPS AND PERSONAL INTERVIEWS - INCLUDING SCHOOL NURSES, HOSPITAL EXECUTIVES, TOWN MANAGERS AND LOCAL HEALTH DEPARTMENT DIRECTORS, AS WELL AS INDIVIDUALS REPRESENTING THE COUNCILS OF AGING, SKILLED NURSING FACILITIES AND VARIOUS COMMUNITY-BASED ORGANIZATIONS. THESE INDIVIDUALS WERE ASKED TO SPEAK TO THE STRENGTHS AND WEAKNESSES OF THE AREA'S HEALTH SYSTEM AND SUGGEST CHANGES TO IMPROVE IT.THE HEALTH AND DEMOGRAPHIC DATA AVAILABLE WITHIN THE GREATER LOWELL AREA WAS THOROUGHLY INVESTIGATED, FOCUSING SUBSTANTIALLY ON THE ISSUES OR PROBLEMS INDICATED FROM THE PERSONAL AND FOCUS GROUP INTERVIEWS, AS WELL AS THE PUBLIC HEALTH DATA AND STATISTICS. THESE DATA INDICATED THAT THE GREATER LOWELL AREA SAW A DOUBLING OF THE RATE OF MENTAL HEALTH HOSPITALIZATIONS BETWEEN 1989 AND 2006. IN ADDITION, LOWELL HAS SEEN INCREASES IN PROBLEMATIC ALCOHOL CONSUMPTION AND OPIATE-RELATED MORTALITY. THE EXPERIENCE IN THE LOWELL AREA WAS ALSO COMPARED, AS APPROPRIATE, WITH THE STATEWIDE EXPERIENCE. IN SO DOING, WE FOUND THAT THE USE OF EMERGENCY DEPARTMENT SERVICES IN LOWELL IS 39% HIGHER THAN THE STATE AVERAGE IN MOST RECENT DATA AVAILABLE, 2002 THROUGH 2005. WHEN RELIABLE INFORMATION WAS AVAILABLE, WE ADDITIONALLY EXAMINED THE COMPARATIVE EXPERIENCE OF DIFFERENT DEMOGRAPHIC SUBGROUPS. THE MORTALITY RATE AMONG ASIAN-AMERICANS IN THE GREATER LOWELL AREA, FOR EXAMPLE, WAS NEARLY TWICE AS HIGH AS THE MASSACHUSETTS AVERAGE FOR THIS GROUP. IN ADDITION TO PROVIDING SUPPLEMENTAL INFORMATION ON HEALTHCARE CONCERNS VOICED BY VARIOUS STUDY RESPONDENTS, THE DATA ANALYSIS ALSO INDICATED OTHER IMPORTANT FINDINGS, MOST IMPORTANTLY, THAT THE PROPORTION OF INDIVIDUALS IN LOWELL WITHOUT HEALTH INSURANCE INCREASED SUBSTANTIALLY BETWEEN 2000 AND 2008.
THE LOWELL GENERAL HOSPITAL PART V, SECTION B, LINE 6B:LOWELL GENERAL HOSPITAL CONDUCTED THE LAST COMMUNITY HEALTH NEEDS ASSESSMENT WITH RESEARCHERS AND STUDENTS OF UNIVERSITY OF MASSACHUSETTS LOWELL (UML) AND THE GREATER LOWELL HEALTH ALLIANCE (GLHA).
THE LOWELL GENERAL HOSPITAL PART V, SECTION B, LINE 11:THE TOP HEALTH PROBLEMS THAT WERE IDENTIFIED IN THE FOCUS GROUPS AND INTERVIEWS AND SUPPORTED BY PUBLIC HEALTH DATA INCLUDE MENTAL HEALTH, DIABETES, SUBSTANCE ABUSE AND ADDICTION, HYPERTENSION, OBESITY, AND ASTHMA AND RESPIRATORY DISEASE. THE HOSPITAL IS ADDRESSING THE SIGNIFICANT NEEDS IDENTIFIED IN THE LATEST COMMUNITY HEALTH NEEDS ASSESSMENT BY INCORPORATING THESE INTO THE ORGANIZATION'S ANNUAL COMMUNITY BENEFIT PLAN. THE COMMUNITY BENEFIT PLAN IS AN ACTION PLAN DEVELOPED ANNUALLY BY HOSPITAL LEADERS TO ADDRESS PRIORITY HEALTH NEEDS WITHIN THE GREATER LOWELL REGION. LOWELL GENERAL HOSPITAL AND THE GREATER LOWELL HEALTH ALLIANCE ARE COMMITTED TO A COLLABORATIVE APPROACH INVOLVING OTHER COMMUNITY STAKEHOLDERS WITH THE GOAL TO IDENTIFY TOP PRIORITIES AND FORMULATE ACTION STEPS THAT WILL IMPROVE THE AREA HEALTHCARE SYSTEM AND OVERALL COMMUNITY HEALTH.THE MAJOR WEAKNESSES IDENTIFIED IN THE 2016 COMMUNITY HEALTH NEEDS ASSESSMENT INCLUDE MENTAL AND BEHAVIORAL HEALTH NEEDS THAT ARE NOT BEING MET, LACK OF SUBSTANCE ABUSE RESOURCES, DIFFICULT AND/OR LACK OF ACCESS TO CARE FOR MANY LOWELL AND GREATER LOWELL RESIDENTS, NEED FOR ADDITIONAL INTERPRETATION AND TRANSLATION SERVICES, LACK OF CASE MANAGEMENT SERVICES AND HEALTH NAVIGATORS, LACK OF COMMUNICATION BETWEEN EMERGENCY CARE AND PCPS, PERCEPTION OF FRAGMENTED CARE, LACK OF OUTREACH TO VULNERABLE POPULATIONS, AND LACK OF HEALTH EDUCATION.
THE LOWELL GENERAL HOSPITAL PART V, SECTION B, LINE 13B:PATIENTS WHOSE HOUSEHOLD INCOME EXCEEDS 400% OF THE FEDERAL POVERTY GUIDELINES AND WHO MEET HEALTH SAFETY NET INCOME CRITERIA FOR MEDICAL HARDSHIP AND HAVE BALANCES (AFTER FREE CARE) OF $10,000 OR MORE. SPECIFICALLY, THESE PATIENTS MAY (1) BE ELIGIBLE FOR MEDICAL HARDSHIP ASSISTANCE UNDER THE HEALTH SAFETY NET BUT HAVE PATIENT CONTRIBUTION REQUIREMENTS GREATER THAN $10,000 OR (2) MEET THE MEDICAL HARDSHIP INCOME CRITERIA, BUT ARE INELIGIBLE FOR FREE CARE BECAUSE THE SERVICES RECEIVED ARE NOT HOSPITAL-LICENSED SERVICES. IN SUCH CIRCUMSTANCES:(I)FINANCIAL ASSISTANCE WILL BE DETERMINED AFTER A REVIEW OF ALL FINANCIAL INFORMATION AND CIRCUMSTANCES.(II)FINANCIAL ASSISTANCE WILL GENERALLY REDUCE AN OUTSTANDING BALANCE TO 15% OF ANNUAL INCOME ABSENT SIGNIFICANT ASSETS.(III)FINANCIAL ASSISTANCE UP TO 100% WILL BE CONSIDERED BASED ON THE PATIENT'S PARTICULAR MEDICAL AND FINANCIAL CIRCUMSTANCES AND MUST BE APPROVED BY THE LOWELL GENERAL HOSPITAL VICE PRESIDENT OF REVENUE OR VP FINANCE/CFO OR HIS/HER DESIGNEE.
FieldValueIRS element (for citing)
Facility17FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - LGH - OFFICE SPACE OFF-SITE
10 RESEARCH PLACECHELMSFORDMA01824SURGICAL DAY CARE, MD OFFICES, LAB & X-RAY
2 - LGH - OFFICE SPACE OFF-SITE
4 MEETINGHOUSE RD 13CHELMSFORDMA01824XRAY PROCEDURES
3 - LGH - OFFICE SPACE OFF-SITE
20 RESEARCH PLACE STE 100CHELMSFORDMA01824PATIENT AMBASSADOR & LAB OFFICE SPACE
4 - LGH - OFFICE SPACE OFF-SITE
20 RESEARCH PLACE 310CHELMSFORDMA01824PATIENT AMBASSADOR & LAB OFFICE SPACE
5 - LGH - OFFICE SPACE OFF-SITE
14 RESEARCH PLACECHELMSFORDMA01824ORTHOPAEDIC SURGICAL ASSOCIATES
6 - LGH - OFFICE SPACE OFF-SITE
203 TURNPIKE RDNORTH ANDOVERMA01845EMPLOYED PHYSICIAN PRACTICE
7 - LGH - OFFICE SPACE OFF-SITE
2337 VILLAGE SQUARECHELMSFORDMA01854PROVIDE BLOOD DRAWING SERVICES
8 - LGH - OFFICE SPACE OFF-SITE
600 CLARK RDTEWKSBURYMA01876PROVIDE BLOOD DRAWING AND RADIOLOGY SERVICES.
9 - LGH - OFFICE SPACE OFF-SITE
161 JACKSON STLOWELLMA01852LAB OFFICE SPACE
10 - LGH - OFFICE SPACE OFF-SITE
10 ADAMS STCHELMSFORDMA01824LAB OFFICE SPACE
11 - LGH - OFFICE SPACE OFF-SITE
43 VILLAGE SQUARECHELMSFORDMA01824REHABILITATION SERVICES
12 - LGH - OFFICE SPACE OFF-SITE
1595 BRIDGE STDRACUTMA01826PHYSICIAN PRACTICE
13 - LGH - OFFICE SPACE OFF-SITE
1656 MAIN STTEWKSBURYMA01876PHYSICIAN PRACTICE
14 - LGH - OFFICE SPACE OFF-SITE
198 LITTLETON ROADWESTFORDMA01886URGENT CARE AND PATIENT SERVICE CENTER
15 - LGH - OFFICE SPACE OFF-SITE
33 BARTLETT STLOWELLMA01852CIRCLE CARE BEHAVIORLAL HEALTH
16 - LGH - OFFICE SPACE OFF-SITE
199 BOSTON ROADNO BILLERICAMA01821URGENT CARE AND PATIENT SERVICE CENTER
17 - LGH - OFFICE SPACE OFF-SITE
9 LOON HILL ROADDRACUTMA01850URGENT CARE AND PATEINT SERVICE CENTER

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE H-PART IPART I, LINE 6A & B: THE ORGANIZATION PREPARES A COMMUNITY BENEFIT REPORT EVERY YEAR. THE COMMUNITY BENEFIT ANNUAL REPORT IS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST.PART I, LINE 7: THE COST ALLOCATION IS BASED OFF THE FY2019 TOTAL PATIENT CARE EXPERIENCE (NOT INCLUDING BAD DEBT AND LESS THE MEDICAID PROVIDER TAX) DIVIDED BY GROSS PATIENT SERVICE REVENUE. THIS PERCENTAGE IS APPLIED TO THE SPECIFIC LINE ITEMS TO REFLECT THE MOST ACCURATE COST CALCULATION.
PART II, COMMUNITY BUILDING ACTIVITIES:INFORMATION FOR THE NEEDS ASSESSMENT WAS COLLECTED FROM MULTIPLE SOURCES, IN THREE DIFFERENT WAYS: (1) FOCUS GROUPS, (2) KEY INFORMANT INTERVIEWS, AND (3) A REVIEW OF PUBLICLY COLLECTED HEALTH AND DEMOGRAPHIC STATISTICS FROM THE MASSCHIP DATABASE. THERE WERE 16 FOCUS GROUPS WITH A TOTAL OF 167 PARTICIPANTS. THE FOCUS GROUPS WERE CONDUCTED IN ENGLISH, KHMER, SPANISH, PORTUGUESE AND OTHER LANGUAGES, AS NEEDED. THE UNIVERSITY OF MASSACHUSETTS LOWELL CONDUCTED THREE KEY INFORMANT INTERVIEWS.THE LOWELL GENERAL HOSPITAL HAS A CLOSE WORKING RELATIONSHIP THAT INCLUDES FINANCIAL SUPPORT TO LOWELL COMMUNITY HEALTH CENTER (LCHC) WHICH SERVES THE LOW-INCOME, MEDICALLY UNDERSERVED POPULATION, MANY OF WHOM HAVE NO OTHER ACCESS TO HEALTHCARE SERVICES. THE MAJORITY OF PATIENTS SERVED BY LCHC HAVE MASSHEALTH, ANOTHER 10% HAVE PRIVATE HEALTH INSURANCE OR HMO COVERAGE, 7% HAVE MEDICARE, AND 20% ARE UNINSURED; AND 95% LIVE AT OR BELOW THE POVERTY LEVEL. ALMOST HALF OF LCHC'S PATIENT POPULATION IS UNDER 18 YEARS OF AGE, AND THE MAJORITY OF WOMEN ARE IN THEIR CHILDBEARING YEARS. IN 2007, 37% OF PATIENTS WERE WHITE/NON-HISPANIC; 28% WERE LATINO; 27% WERE ASIAN (PRIMARILY CAMBODIANS) AND 8% WERE AFRICAN IMMIGRANTS. ALMOST 60% OF PATIENTS WERE BEST SERVED IN A LANGUAGE OTHER THAN ENGLISH. SOME OF THE MAJOR SERVICES THAT LCHC PROVIDES ARE - CARINO, WHICH PROVIDES SPECIAL CARE FOR PATIENTS WITH HIV/AIDS; PROMOTORAS PROGRAMS, WHICH ARE TRAINED COMMUNITY HEALTH WORKERS AND VOLUNTEERS WHO SPEAK SPANISH AND/OR PORTUGUESE AND GO THROUGH AN INTENSIVE TRAINING WITH LCHC STAFF ON SPECIFIC HEALTH TOPICS TO EDUCATE THE COMMUNITY; LCHC TEEN COALITION AND ADOLESCENT HEALTH PROGRAM, WHICH COVERS EVERYTHING FROM MENTAL HEALTH AND SELF-ESTEEM ISSUES AMONG GIRLS TO EDUCATING AND INVOLVING YOUTH IN SUBSTANCE ABUSE PREVENTION AND A JOURNEY TO HEALING PROGRAM FOR REFUGEE CHILDREN AND CHILDREN OF REFUGEES. WITHOUT THE LOWELL GENERAL'S FINANCIAL SUPPORT TO LCHC'S PENSION AND WORKER'S COMPENSATION PROGRAM, MANY OF THESE PROGRAMS WOULD NOT HAVE ADEQUATE FUNDING. THE HEALTH AND DEMOGRAPHIC DATA AVAILABLE WITHIN THE GREATER LOWELL AREA WAS THOROUGHLY INVESTIGATED, FOCUSING SUBSTANTIALLY ON THE ISSUES OR PROBLEMS INDICATED FROM THE PERSONAL AND FOCUS GROUP INTERVIEWS, AS WELL AS THE PUBLIC HEALTH DATA AND STATISTICS.
PART III, LINE 2:THE BAD DEBT EXPENSE AMOUNT DETAILED ON LINE 2 IS BASED ON THE COST TO CHARGE RATIO CALCULATED FROM THE MEDICARE COST REPORT. REGARDING THE RATIONALE FOR INCLUDING THE AMOUNT ON LINE 3 AS CHARITY CARE, THE HOSPITAL PROVIDES AN ESTIMATE OF HOW MUCH IS ATTRIBUTABLE TO PERSONS WHO WOULD NORMALLY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S CHARITY CARE POLICIES, BUT HAVE NOT TAKEN ADVANTAGE OF THE FINANCIAL ASSISTANCE THAT IS AVAILABLE TO THEM. CURRENTLY THROUGH MANUAL PROCESSES IT IS IMPOSSIBLE TO SCREEN EVERY PATIENT TO MAKE AN INCOME STATUS DETERMINATION FOR QUALIFICATION TO THE HOSPITAL'S CHARITY PROGRAM UNDER A PRESUMPTIVE CHARITY POLICY. THESE INDIVIDUALS THAT DO NOT SEEK OUT CHARITY PROGRAMS ARE OFTEN UNDERINSURED OR LOW INCOME AND DO NOT NECESSARILY CONSIDER THE BENEFIT OF THE PROCESS OF SUBMITTING AN APPLICATION TO THE HOSPITAL. THE HOSPITAL CONTINUES TO PROVIDE CARE TO THOSE INDIVIDUALS THAT HAVE A HISTORY OF POOR CREDIT WITH THE FACILITY AND NEED MEDICALLY NECESSARY SERVICES AS WE UNDERSTAND THAT THE ABILITY FOR THE COMMUNITY TO SEEK OUT QUALITY MEDICAL SERVICES IS OF THE UTMOST IMPORTANCE AND EXTENDS OUR CHARITABLE BENEFIT TO THE COMMUNITY. WE BELIEVE THAT HAD THE QUALIFICATION PROCESS TAKEN PLACE THIS BAD DEBT WOULD BE CLASSIFIED IN THE CHARITY CARE OF THE HOSPITAL. SINCE THE QUALIFICATION PROCESS HAS NOT BEEN PERFORMED WE PROPERLY REPORT THIS AS BAD DEBT AS THE ACTUAL COST TO OUR HOSPITAL.
PART III, LINE 3:THE BAD DEBT EXPENSE AMOUNT DETAILED ON LINE 2 IS BASED ON THE COST TO CHARGE RATIO CALCULATED FROM THE MEDICARE COST REPORT. REGARDING THE RATIONALE FOR INCLUDING THE AMOUNT ON LINE 3 AS CHARITY CARE, THE HOSPITAL PROVIDES AN ESTIMATE OF HOW MUCH IS ATTRIBUTABLE TO PERSONS WHO WOULD NORMALLY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S CHARITY CARE POLICIES, BUT HAVE NOT TAKEN ADVANTAGE OF THE FINANCIAL ASSISTANCE THAT IS AVAILABLE TO THEM. CURRENTLY THROUGH MANUAL PROCESSES IT IS IMPOSSIBLE TO SCREEN EVERY PATIENT TO MAKE AN INCOME STATUS DETERMINATION FOR QUALIFICATION TO THE HOSPITAL'S CHARITY PROGRAM UNDER A PRESUMPTIVE CHARITY POLICY. THESE INDIVIDUALS THAT DO NOT SEEK OUT CHARITY PROGRAMS ARE OFTEN UNDERINSURED OR LOW INCOME AND DO NOT NECESSARILY CONSIDER THE BENEFIT OF THE PROCESS OF SUBMITTING AN APPLICATION TO THE HOSPITAL. THE HOSPITAL CONTINUES TO PROVIDE CARE TO THOSE INDIVIDUALS THAT HAVE A HISTORY OF POOR CREDIT WITH THE FACILITY AND NEED MEDICALLY NECESSARY SERVICES AS WE UNDERSTAND THAT THE ABILITY FOR THE COMMUNITY TO SEEK OUT QUALITY MEDICAL SERVICES IS OF THE UTMOST IMPORTANCE AND EXTENDS OUR CHARITABLE BENEFIT TO THE COMMUNITY. WE BELIEVE THAT HAD THE QUALIFICATION PROCESS TAKEN PLACE THIS BAD DEBT WOULD BE CLASSIFIED IN THE CHARITY CARE OF THE HOSPITAL. SINCE THE QUALIFICATION PROCESS HAS NOT BEEN PERFORMED WE PROPERLY REPORT THIS AS BAD DEBT AS THE ACTUAL COST TO OUR HOSPITAL.
PART III, LINE 4:THE ORGANIZATION'S PROVISION FOR UNCOLLECTIBLE ACCOUNTS IS DESCRIBED ON PAGE 18 OF THE AUDITED FINANCIAL STATEMENTS ATTACHED. THE FOLLOWING IS EXCERPTED FROM THAT FOOTNOTE:ACCOUNTS RECEIVABLE ARE STATED AT ESTIMATED NET REALIZABLE AMOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE SYSTEM ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE PROVISION FOR UNCOLLECTIBLE ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE SYSTEM ANALYZES CONTRACTUALLY DUE AMOUNTS AND HISTORIC PAYMENT TRENDS AND RECORDS ESTIMATED CONTRACTUAL ALLOWANCES. THE SYSTEM RECORDS A SIGNFICANT PROVISION FOR UNCOLLECTIBLE ACCOUNTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICTATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILLS FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES AND THE AMOUNTS ACTUALLY COVERED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS.THE SYSTEM'S ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS FOR ALL PATIENTS WAS 21% OF ACCOUNTS RECEIVABLE AS OF SEPTEMBER 30, 2018. IN ADDITION, THE SYSTEM'S WRITE-OFFS, NET OF RECOVERIES, WERE $44,846,000 AND $39,165,000, RESPECTIVELY, FOR THE YEAR ENDED SEPTEMBER 30, 2019 AND 2018. THE CHANGES WERE A RESULT OF MANAGEMENT'S REVIEW OF HISTORICAL TRENDS IN UNCOLLECTIBLE ACCOUNTS AND DETERMINATION OF RESERVES, INCLUDING THE IMPACT OF THE PROVISIONS OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT. THE SYSTEM HAS NOT CHANGED ITS CHARITY CARE OR UNINSURED DISCOUNT POLICIES DURING 2019. THE SYSTEM DOES NOT MAINTAIN A MATERIAL ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS FROM THIRD-PARTY PAYORS, NOR DID IT HAVE SIGNIFICANT BAD DEBT WRITE-OFFS FROM THIRD PARTY PAYORS.
PART III, LINE 8:THERE WAS A DECLINE IN MEDICARE VOLUME FOR BOTH INPATIENT AND OUTPATIENT COMPARING FISCAL YEARS. ALSO CONTRIBUTING WAS A DECREASE IN THE MEDICARE INPATIENT BASE RATE WHICH WOULD EXPLAIN THE LOWER REVENUE IN FY'19.
PART III, LINE 9B:THERE ARE TWO DISTINCTIONS THAT ARE MADE FOR PATIENTS THAT ARE CONSIDERED EITHER LOW INCOME BY DEFINITION OF THE STATE OF MASSACHUSETTS ELIGIBILITY PROGRAM OR UNDER THE HOSPITAL'S INTERNAL FINANCIAL ASSISTANCE PROGRAM FOR CHARITY CARE. IF THE PATIENT IS DEEMED TO BE LOW INCOME BY THE STATE OF MASSACHUSETTS, ALL COLLECTION EFFORTS ARE CEASED ON PRIOR AND CURRENT BALANCE ACCOUNTS. WHERE APPROPRIATE, ACCOUNTS WILL BE WRITTEN OFF TO HOSPITAL CHARITY FOR THOSE ACCOUNTS THAT EXCEED THE RETROACTIVE LOOK BACK PERIOD. FOR PATIENTS WHO QUALIFY FOR THE HOSPITAL'S INTERNAL FINANCIAL ASSISTANCE PROGRAM, THE PROGRAM WILL QUALIFY THE PATIENT FOR MEDICALLY NECESSARY SERVICES FOR THE PERIOD OF ONE YEAR IN WHICH THE ACCOUNT ACTIVITY OF THE PATIENT WILL BE WRITTEN OFF TO THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM AND REPORTED AS CHARITY CARE. ALL COLLECTION ACTIVITIES ON PRIOR BALANCE ACCOUNTS CEASES AT THE POINT OF THIS QUALIFICATION. FINANCIAL COUNSELORS WORK CLOSELY WITH PATIENTS TO MONITOR THEIR CURRENT FINANCIAL STATUS TO DETERMINE ANY CHANGES IN QUALIFICATIONS FOR BOTH THE STATE AND HOSPITAL PROGRAMS.
PART VI, LINE 2:ON BEHALF OF LOWELL GENERAL HOSPITAL, UNIVERSITY OF MASSACHUSETTS LOWELL (UML) AND THE GREATER LOWELL HEALTH ALLIANCE (GLHA), A TEAM OF UMASS LOWELL RESEARCHERS AND STUDENTS CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT STUDY TO DISTINGUISH THE UNMET MEDICAL AND PUBLIC HEALTH NEEDS WITHIN THE GREATER LOWELL COMMUNITY. THE GEOGRAPHIC AREA ASSESSED INCLUDED THE COMMUNITIES OF LOWELL, BILLERICA, CHELMSFORD, DRACUT, DUNSTABLE, TEWKSBURY, TYNGSBOROUGH AND WESTFORD. THE STUDY HAD SEVERAL OBJECTIVES, WHICH WERE TO: ASSESS THE OVERALL HEALTH OF AREA RESIDENTS, IDENTIFY THE STRENGTHS AND WEAKNESSES OF THE LOCAL HEALTHCARE SYSTEM, DETERMINE THE TOP HEALTH PROBLEMS FACING AREA RESIDENTS AND THE POPULATIONS AT GREATEST RISK, INVOLVE A BROAD SPECTRUM OF PROFESSIONALS AND RESIDENTS, INCLUDING NEWER IMMIGRANT COMMUNITIES, PROVIDE RECOMMENDATIONS TO IMPROVE THE HEALTHCARE SYSTEM AND ADDRESS UNMET HEALTH NEEDS, AND INFORM THE PROCESS TO IDENTIFY PRIORITY HEALTH NEEDS AND DEVELOP ACTION PLANS TO ADDRESS THESE PRIORITY NEEDS.INFORMATION FOR THE NEEDS ASSESSMENT WAS COLLECTED FROM MULTIPLE SOURCES, IN THREE DIFFERENT WAYS: (1) FOCUS GROUPS, (2) KEY INFORMANT INTERVIEWS, AND (3) A REVIEW OF PUBLICLY COLLECTED HEALTH AND DEMOGRAPHIC STATISTICS FROM THE MASSCHIP DATABASE. THERE WERE 14 FOCUS GROUPS WITH A TOTAL OF 113 PARTICIPANTS-MAJORITY WERE CONDUCTED IN ENGLISH, BUT CAMBODIAN COMMUNITY GROUP WAS CONDUCTED IN KHMER AND THE LATINO GROUP IN SPANISH. THE UNIVERSITY OF MASSACHUSETTS LOWELL CONDUCTED SIX KEY INFORMANT INTERVIEWS.MORE THAN 50 GREATER LOWELL PROFESSIONALS PARTICIPATED IN THE FOCUS GROUPS AND PERSONAL INTERVIEWS - INCLUDING SCHOOL NURSES, HOSPITAL EXECUTIVES, TOWN MANAGERS AND LOCAL HEALTH DEPARTMENT DIRECTORS, AS WELL AS INDIVIDUALS REPRESENTING THE COUNCILS OF AGING, SKILLED NURSING FACILITIES AND VARIOUS COMMUNITY-BASED ORGANIZATIONS. THESE INDIVIDUALS WERE ASKED TO SPEAK TO THE STRENGTHS AND WEAKNESSES OF THE AREA'S HEALTH SYSTEM AND SUGGEST CHANGES TO IMPROVE IT.THE HEALTH AND DEMOGRAPHIC DATA AVAILABLE WITHIN THE GREATER LOWELL AREA WAS THOROUGHLY INVESTIGATED, FOCUSING SUBSTANTIALLY ON THE ISSUES OR PROBLEMS INDICATED FROM THE PERSONAL AND FOCUS GROUP INTERVIEWS, AS WELL AS THE PUBLIC HEALTH DATA AND STATISTICS. THESE DATA INDICATED THAT THE GREATER LOWELL AREA SAW A DOUBLING OF THE RATE OF MENTAL HEALTH HOSPITALIZATIONS BETWEEN 1989 AND 2006. IN ADDITION, LOWELL HAS SEEN INCREASES IN PROBLEMATIC ALCOHOL CONSUMPTION AND OPIATE-RELATED MORTALITY. THE EXPERIENCE IN THE LOWELL AREA WAS ALSO COMPARED, AS APPROPRIATE, WITH THE STATEWIDE EXPERIENCE. IN SO DOING, WE FOUND THAT THE USE OF EMERGENCY DEPARTMENT SERVICES IN LOWELL IS 39% HIGHER THAN THE STATE AVERAGE IN MOST RECENT DATA AVAILABLE, 2002 THROUGH 2005. WHEN RELIABLE INFORMATION WAS AVAILABLE, WE ADDITIONALLY EXAMINED THE COMPARATIVE EXPERIENCE OF DIFFERENT DEMOGRAPHIC SUBGROUPS. THE MORTALITY RATE AMONG ASIAN-AMERICANS IN THE GREATER LOWELL AREA, FOR EXAMPLE, WAS NEARLY TWICE AS HIGH AS THE MASSACHUSETTS AVERAGE FOR THIS GROUP. IN ADDITION TO PROVIDING SUPPLEMENTAL INFORMATION ON HEALTHCARE CONCERNS VOICED BY VARIOUS STUDY RESPONDENTS, THE DATA ANALYSIS ALSO INDICATED OTHER IMPORTANT FINDINGS, MOST IMPORTANTLY, THAT THE PROPORTION OF INDIVIDUALS IN LOWELL WITHOUT HEALTH INSURANCE INCREASED SUBSTANTIALLY BETWEEN 2000 AND 2008. THE NEXT COMMUNITY HEALTH NEEDS ASSESSMENT WILL BE COMPLETED IN 2019.
PART VI, LINE 3:FOR THOSE PATIENTS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WORKS WITH THEM TO ASSIST WITH APPLYING FOR AVAILABLE FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. IN ORDER TO HELP UNINSURED AND UNDERINSURED PATIENTS FIND AVAILABLE AND APPROPRIATE FINANCIAL ASSISTANCE PROGRAMS, THE HOSPITAL PROVIDES ALL PATIENTS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PROGRAMS IN BOTH THE BILLS THAT ARE SENT TO PATIENTS AS WELL AS IN GENERAL NOTICES THAT ARE POSTED THROUGHOUT THE HOSPITAL. IN ADDITION TO GENERAL NOTICES, THERE ARE INFORMATIONAL BROCHURES AVAILABLE IN ACCESS AREAS AND DURING THE PROCESS OF REGISTRATION ANYONE THAT INDICATES THEY ARE HAVING TROUBLE PAYING THEIR BILLS OR WHO ARE UNINSURED ARE PROVIDED WITH A BUSINESS CARD THAT IDENTIFIES HOW TO CONTACT A PATIENT FINANCIAL COUNSELOR. ALL SIGNS AND NOTICES ARE TRANSLATED INTO LANGUAGES OTHER THAN ENGLISH IF SUCH LANGUAGE IS SPOKEN BY 10% OR MORE OF THE POPULATION RESIDING IN THE HOSPITAL SERVICE AREA. CURRENTLY, THE HOSPITAL TRANSLATES THE NOTICES INTO THE FOLLOWING LANGUAGES - SPANISH, PORTUGUESE, AND KHMER.THE HOSPITAL TRIES TO IDENTIFY AVAILABLE COVERAGE OPTIONS FOR PATIENTS WHO MAY BE UNINSURED OR UNDERINSURED WITH THEIR CURRENT INSURANCE PROGRAM WHEN THE PATIENT IS SCHEDULING THEIR SERVICES, WHILE THE PATIENT IS IN THE HOSPITAL, UPON DISCHARGE, AND FOR A REASONABLE TIME FOLLOWING DISCHARGE FROM THE HOSPITAL. THE HOSPITAL PATIENT ACCESS STAFF DIRECTS ALL PATIENTS SEEKING AVAILABLE COVERAGE OPTIONS OR FINANCIAL ASSISTANCE TO THE HOSPITAL'S PATIENT FINANCIAL COUNSELING OFFICE TO DETERMINE IF THEY ARE ELIGIBLE AND THEN TO SCREEN FOR ELIGIBILITY IN AN APPROPRIATE COVERAGE OPTION. THE HOSPITAL ASSISTS THE PATIENT IN APPLYING FOR THE APPROPRIATE COVERAGE OPTIONS THAT ARE AVAILABLE OR NOTIFY THEM OF THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE HOSPITAL'S OWN INTERNAL FINANCIAL ASSISTANCE PROGRAM.
PART VI, LINE 4:THE CITY OF LOWELL WAS FOUNDED IN 1820 AS A PLANNED INDUSTRIAL COMMUNITY ALONG THE BANKS OF THE MERRIMACK RIVER WHOSE ECONOMY WAS BASED ON TEXTILE MANUFACTURING. BY THE 1850'S, IT HAD BECOME THE LARGEST INDUSTRIAL CENTER IN THE UNITED STATES AND THE SECOND LARGEST CITY IN NEW ENGLAND. MUCH OF THE POPULATION GROWTH IN LOWELL WAS ATTRIBUTABLE TO IMMIGRATION, WHICH NEW RESIDENTS COMING FROM MANY PARTS OF EUROPE AND FRENCH-SPEAKING CANADA, CREATING AN ETHNICALLY DIVERSE COMMUNITY. DURING THIS PERIOD, LOWELL SERVED AS A REGIONAL ECONOMIC ENGINE, PROVIDING GOODS AND SERVICES TO THE SURROUNDING COMMUNITIES, WHICH RETAINED A LARGELY AGRICULTURAL ECONOMY INTO THE EARLY 1900'S. BY THE 1920'S, HOWEVER, LOWELL HAD GONE INTO ECONOMIC DECLINE AS THE U.S. TEXTILE INDUSTRY MOVED SOUTH, AND BY THE END OF THE 1950'S ALL OF THE TEXTILE MILLS HAD CLOSED. IN THE 1970'S, WANG LABORATORIES LOCATED ITS HEADQUARTERS IN THE CITY AND SPURRED A TEMPORARY ECONOMIC REVIVAL, WHICH COLLAPSED WHEN THE COMPANY FILED FOR BANKRUPTCY IN 1992. WHILE THE URBAN CORE HAS BEEN REDEVELOPED AS A RESIDENTIAL COMMUNITY, WITH FORMER TEXTILE MILLS BEING REHABILITATED AS CONDOMINIUMS AND APARTMENTS, LOWELL LACKS A STRONG INDUSTRIAL BASE. IN A LARGE MEASURE, THE EMERGENCE OF A HIGH TECHNOLOGY AND BIOMEDICAL ECONOMIC BASE IN EASTERN MASSACHUSETTS COINCIDED WITH A DECENTRALIZATION OF DEVELOPMENT AND URBAN PLANNING, WITH MANY NEW BUSINESSES LOCATING OUTSIDE CITY CENTERS, ALONG TRANSPORTATION CORRIDORS (E.G., ROUTES 128 AND 495). WHILE LOWELL STILL PROVIDES REGIONAL SERVICES NOT AVAILABLE IN THE SMALLER COMMUNITIES - HEALTHCARE, EDUCATION AND ENTERTAINMENT - MUCH OF THE AREA'S RECENT JOB GROWTH HAS COME FROM THE HIGH TECHNOLOGY SECTOR IN NEARBY TOWNS SUCH AS BILLERICA, CHELMSFORD, TEWKSBURY AND WESTFORD.IN THE 1980'S, THE CITY OF LOWELL WAS DESIGNATED AS A REFUGEE AND RESETTLEMENT AREA FOR CAMBODIANS IN THE WAKE OF THE ATROCITIES COMMITTED BY THE KHMER ROUGE REGIME. TODAY, LOWELL IS HOME TO THE SECOND LARGEST CAMBODIAN POPULATION WITHIN THE U.S. IN ADDITION, MANY OF THE AMENITIES THAT HAD SERVED PREVIOUS GENERATIONS OF LOWELL IMMIGRANTS, SUCH AS PLENTIFUL RENTAL HOUSING AND A HIGH GEOGRAPHIC DENSITY OF RETAIL BUSINESSES AND SERVICES CONTINUE TO ATTRACT IMMIGRANTS. IN THE 2000 CENSUS, MORE THAN ONE IN FIVE LOWELL RESIDENTS WAS FOREIGN BORN. CONTRASTED WITH THE PREDOMINANTLY NORTHERN AND WESTERN EUROPEAN IMMIGRATION DURING THE CITY'S MANUFACTURING HEYDAY, RECENT FIGURES SHOW THAT THE FOREIGN BORN IN LOWELL TODAY HAVE MORE DIVERSE ORIGINS. IN 2000, APPROXIMATELY HALF OF ALL LOWELL IMMIGRANTS WERE ASIAN, NEARLY A QUARTER FROM LATIN AMERICA, 16 PERCENT FROM EUROPE (WITH MANY ARRIVING FROM PORTUGAL), AND APPROXIMATELY SIX PERCENT FROM AFRICA. WITH THEIR ARRIVAL, THESE IMMIGRANTS HAVE ALSO ALTERED THE SERVICE ENVIRONMENT, WITH SOME HEALTHCARE FACILITIES, NOTABLY THE LOWELL COMMUNITY HEALTH CENTER, ADAPTING THEIR SERVICES TO ACCOMMODATE INDIVIDUALS WITH IDIOSYNCRATIC CULTURAL AND HEALTH NEEDS, AS WELL AS PROVIDING SERVICES IN AN INCREASING NUMBER OF LANGUAGES.IMMIGRANTS ARRIVING IN LOWELL TODAY ARE GREETED WITH A STARKLY DIFFERENT ECONOMIC REALITY THAN THOSE ARRIVING DURING THE INDUSTRIAL REVOLUTION. THERE ARE ESSENTIALLY NO MANUFACTURING JOBS REMAINING IN LOWELL, AND THE MAJORITY OF JOBS IN THE NEW HIGH TECHNOLOGY SECTOR REQUIRE A COLLEGE EDUCATION. AS A RESULT, MOST JOBS AVAILABLE TO NEW IMMIGRANTS WITHOUT AN ADVANCED EDUCATION ARE SERVICE JOBS, MANY OF WHICH DO NOT PAY A LIVING WAGE. GREATER LOWELL'S DEMOGRAPHIC PROFILE FROM THE MASSACHUSETTS EXECUTIVE OFFICE OF LABOR AND WORKFORCE DEVELOPMENT, AS OF DECEMBER 2016 INDICATES A 4.2% UNEMPLOYMENT RATE COMPARED TO 3.8% FOR THE STATE OF MASSACHUSETTS. HOWEVER, IT IS WORTH NOTING THAT LOWELL, MASSACHUSETTS, WHICH REPRESENTS APPROXIMATELY 39% OF THE POPULATION IN LOWELL GENERAL HOSPITAL'S SERVICE AREA, HAS 19% OF THE POPULATION LIVING BELOW POVERTY AND AN EMPLOYMENT RATE THAT HAS BEEN AT OR ABOVE 8% FOR THE PAST 12 MONTHS. THE COMMUNITIES SURROUNDING LOWELL HAVE ATTRACTED FAR FEWER IMMIGRANTS, WITH IMMIGRANTS ACCOUNTING FOR JUST THREE TO SEVEN PERCENT OF THEIR POPULATIONS. OF THE SUBURBAN COMMUNITIES IN THE GREATER LOWELL AREA, ONLY WESTFORD HAS A HIGHER PROPORTION FOREIGN BORN (12.6%), BUT THESE IMMIGRANTS ARE PREDOMINANTLY WELL EDUCATED AND DRAWN TO THE TOWN'S HIGH TECHNOLOGY JOBS.WHILE LOWELL IS NO LONGER THE ECONOMIC CENTER THAT IT ONCE WAS, LOWELL IS STILL A CULTURAL AND INSTITUTIONAL CENTER FOR THE REGION. IT IS HOME TO THE UNIVERSITY OF MASSACHUSETTS LOWELL, MIDDLESEX COMMUNITY COLLEGE AND THE LOWELL NATIONAL HISTORICAL PARK, AS WELL AS LOWELL GENERAL HOSPITAL, SUPERIOR AND DISTRICT COURTS, THE MERRIMACK REPERTORY THEATER, THE LOWELL MEMORIAL AUDITORIUM, THE TSONGAS CENTER AND LALACHEUR STADIUM.IN 2010, THE GREATER LOWELL AREA, AS DEFINED HEREIN, HAD A POPULATION OF 275,000 RESIDENTS, INCLUDING AN ESTIMATED 106,000 PEOPLE IN THE CITY OF LOWELL ALONE. THUS, THE CITY OF LOWELL ITSELF ACCOUNTS FOR LESS THAN 50 PERCENT OF THE AREA'S POPULATION. FOUR OTHER COMMUNITIES - BILLERICA, CHELMSFORD, DRACUT AND TEWKSBURY - EACH HAVE A POPULATION OF NEARLY 30,000 OR MORE. WE ALSO SEE THAT THE CITY OF LOWELL DIFFERS FROM ITS SUBURBAN NEIGHBORS IN IMPORTANT RESPECTS - A GREATER PERCENTAGE NON-HISPANIC WHITE, A GREATER PERCENTAGE FOREIGN BORN AND A HIGHER POVERTY RATE.LOWELL GENERAL HOSPITAL'S PRIMARY SERVICE AREA (PSA) IS COMPRISED OF APPROXIMATELY 300,000 RESIDENTS FROM THE FOLLOWING NINE COMMUNITIES: BILLERICA, CHELMSFORD, DRACUT, DUNSTABLE, LOWELL, TEWKSBURY, TYNGSBOROUGH, WESTFORD, AND PELHAM, NEW HAMPSHIRE. THE HOSPITAL'S SECONDARY SERVICE AREA (SSA) HAS A POPULATION OF APPROXIMATELY 371,000 AND INCLUDES THE SURROUNDING TOWNS OF ANDOVER, CARLISLE, GROTON, LAWRENCE, LITTLETON, METHUEN, NORTH ANDOVER, PEPPERELL, WILMINGTON, AND HOLLIS, HUDSON AND NASHUA, NEW HAMPSHIRE.
PART VI, LINE 5:LOWELL GENERAL HOSPITAL PARTICIPATES IN COMMUNITY BUILDING ACTIVITIES IN MANY WAYS. TO HELP IMPROVE THE HEALTH STATUS OF OUR COMMUNITY WE RECOGNIZE THE IMPORTANCE OF ACCESS TO CARE. TO HELP MEET THIS NEED, LOWELL GENERAL HOSPITAL EVALUATES THE AVAILABILITY OF PRIMARY CARE AND SPECIALISTS TO OUR COMMUNITY MEMBERS AND ACTIVELY RECRUITS PHYSICIANS TO FILL GAPS. THESE GAPS OFTEN INCLUDE RECRUITMENT OF MULTI-LINGUAL PHYSICIANS AND THOSE WHO HAVE SPECIALTIES IN IDENTIFIED HEALTH NEEDS FOR OUR COMMUNITY. LOWELL GENERAL PROVIDES BOTH FINANCIAL AND PRACTICE MANAGEMENT SUPPORT TO THESE PHYSICIANS. THIS ENHANCES THE COMMUNITIES' ABILITY TO ACCESS EXCELLENT PRIMARY AND SPECIALTY CARE IN A LOCAL SETTING.LOWELL GENERAL HOSPITAL HAS A CLOSE WORKING RELATIONSHIP THAT INCLUDES FINANCIAL SUPPORT TO LOWELL COMMUNITY HEALTH CENTER (LCHC) WHICH SERVES THE LOW-INCOME, MEDICALLY UNDERSERVED POPULATION, MANY OF WHOM HAVE NO OTHER ACCESS TO HEALTHCARE SERVICES. THE MAJORITY OF PATIENTS SERVED BY LCHC HAVE MASSHEALTH, ANOTHER 10% HAVE PRIVATE HEALTH INSURANCE OR HMO COVERAGE, 7% HAVE MEDICARE, AND 20% ARE UNINSURED; AND 95% LIVE AT OR BELOW THE POVERTY LEVEL. ALMOST HALF OF LCHC'S PATIENT POPULATION IS UNDER 18 YEARS OF AGE, AND THE MAJORITY OF WOMEN ARE IN THEIR CHILDBEARING YEARS. IN 2007, 37% OF PATIENTS WERE WHITE/NON-HISPANIC; 28% WERE LATINO; 27% WERE ASIAN (PRIMARILY CAMBODIANS) AND 8% WERE AFRICAN IMMIGRANTS. ALMOST 60% OF PATIENTS WERE BEST SERVED IN A LANGUAGE OTHER THAN ENGLISH. SOME OF THE MAJOR SERVICES THAT LCHC PROVIDES ARE - CARINO, WHICH PROVIDES SPECIAL CARE FOR PATIENTS WITH HIV/AIDS; PROMOTORAS PROGRAMS, WHICH ARE TRAINED COMMUNITY HEALTH WORKERS AND VOLUNTEERS WHO SPEAK SPANISH AND/OR PORTUGUESE AND GO THROUGH AN INTENSIVE TRAINING WITH LCHC STAFF ON SPECIFIC HEALTH TOPICS TO EDUCATE THE COMMUNITY; LCHC TEEN COALITION AND ADOLESCENT HEALTH PROGRAM, WHICH COVERS EVERYTHING FROM MENTAL HEALTH AND SELF-ESTEEM ISSUES AMONG GIRLS TO EDUCATING AND INVOLVING YOUTH IN SUBSTANCE ABUSE PREVENTION AND A JOURNEY TO HEALING PROGRAM FOR REFUGEE CHILDREN AND CHILDREN OF REFUGEES. WITHOUT LOWELL GENERAL'S FINANCIAL SUPPORT TO LCHC'S PENSION AND WORKER'S COMPENSATION PROGRAM, MANY OF THESE PROGRAMS WOULD NOT HAVE ADEQUATE FUNDING.THE HOSPITAL DEDICATES EXTENSIVE RESOURCES THROUGHOUT THE ORGANIZATION IN ITS COMMITMENT TO THE COMMUNITY BENEFIT PROGRAM. THE BOARD OF DIRECTORS, IN PARTNERSHIP WITH THE SENIOR MANAGEMENT TEAM AND THE PLANNING AND RESEARCH DEPARTMENT, CREATED A FORMAL STRUCTURE TO SUPPORT THE HOSPITAL'S OUTREACH INTO THE COMMUNITY, DEDICATING RESOURCES AND INVESTING IN A THREE-PRONGED APPROACH THROUGH THE CREATION OF THREE MAJOR INITIATIVES: THE CENTER FOR COMMUNITY HEALTH & WELLNESS, THE GREATER LOWELL HEALTH ALLIANCE, AND THE LGH BALL FOR COMMUNITY HEALTH INITIATIVES, WHICH IS NOW KNOWN AS THE CIRCLE HEALTH BALL FOR COMMUNITY HEALTH INITIATIVES. CENTER FOR COMMUNITY HEALTH & WELLNESSTHE CENTER FOR COMMUNITY HEALTH & WELLNESS (CCHW) WAS CREATED IN 2006 TO MEET THE EVER-CHANGING HEALTHCARE NEEDS THROUGHOUT GREATER LOWELL. PROGRAMS AND EVENTS ARE CREATED BY THE STAFF TO ADDRESS UNMET PUBLIC HEALTH NEEDS INCLUDING, PHYSICAL ACTIVITY, NUTRITION, MENTAL HEALTH, PREVENTION, AND OVERALL HEALTH AND WELLNESS. MANY OF THESE PROGRAMS TARGET OUR COMMUNITY'S UNDERSERVED AND VULNERABLE POPULATIONS, INCLUDING CHILDREN, ELDERLY, AND IMMIGRANTS.TODAY, OUR CENTER FOR COMMUNITY HEALTH AND WELLNESS PLANS AND SUPPORTS MORE THAN 50 EVENTS ANNUALLY, INCLUDING HEALTH FAIRS AND COMMUNITY SCREENINGS, AND PROVIDES MORE THAN 15 SUPPORT GROUPS. IN ADDITION, WE PARTICIPATE IN 15-20 COMMITTEES AND COALITIONS IN THE GREATER LOWELL AREA, SUCH AS THE ASTHMA COALITION OF GREATER LOWELL, CITY MANAGER'S DOMESTIC VIOLENCE TASK FORCE, THE SUBSTANCE USE AND PREVENTION TASK FORCE, LOWELL'S EARLY CHILDHOOD ADVISORY COUNCIL, AND THE MENTAL HEALTH TASK FORCE. OUR LEADERSHIP ROLE IN THESE INITIATIVES ENABLES US TO INCREASE COMMUNITY BUILDING AND CAPACITY, BROADENING THE IMPACT OF OUR REACH. RESPONDING TO THE NEEDS AND FEEDBACK OF OUR COMMUNITY, WE ALSO IMPLEMENTED A CORPORATE WELLNESS PROGRAM, WHICH PROVIDES OUTSIDE CORPORATIONS WITH SCREENINGS, INNOVATIVE PROGRAMS AND HEALTH INFORMATION TO IMPROVE THEIR EMPLOYEES' HEALTH AND WELLBEING.IN 2008, THE HOSPITAL'S CHILDBIRTH EDUCATION DEPARTMENT MOVED UNDER THE LEADERSHIP OF THE CENTER FOR COMMUNITY HEALTH & WELLNESS, CENTRALIZING ALL PREVENTION AND WELLNESS PROGRAMMING FOR THE COMMUNITY. UNDER THE DIRECTION OF CCHW, THE CHILDBIRTH EDUCATION DEPARTMENT HAS GROWN IN NUMBER OF ATTENDEES AND PROGRAMS OFFERED. GREATER LOWELL HEALTH ALLIANCEAS THE CENTER FOR COMMUNITY HEALTH & WELLNESS THRIVED, OUR RESEARCH INDICATED THAT THE SCOPE OF THE REGION'S HEALTHCARE NEEDS REQUIRED RESOURCES AND COLLABORATION BEYOND THOSE THAT COULD BE PROVIDED BY A SINGLE INSTITUTION. THIS FINDING LED LOWELL GENERAL HOSPITAL TO CREATE THE GREATER LOWELL HEALTH ALLIANCE (GLHA), AN INDEPENDENT NON-PROFIT ALLIANCE WITH A MISSION TO SUSTAIN A STRATEGIC ALLIANCE OF COMMUNITY ORGANIZATIONS THAT IMPROVES THE OVERALL HEALTH AND WELLNESS OF THOSE LIVING IN THE GREATER LOWELL REGION. BY RAISING AWARENESS AND PROVIDING RESOURCES FOR OUR HEALTH CARE PROVIDERS, COMMUNITIES, SCHOOLS AND CIVIC AND BUSINESS LEADERS, WE EMPOWER THEM TO MAKE DECISIONS AND TAKE ACTIONS THAT WILL LEAD TO AN IMPROVEMENT IN THE OVERALL HEALTH OF OUR COMMUNITIES.A MAJOR GOAL OF THE GLHA IS TO REDUCE DUPLICATION OF EFFORTS. THEREFORE, IN 2008 GLHA MERGED WITH THE COMMUNITY HEALTH NETWORK AREA (CHNA) 10, A COALITION OF PUBLIC, NON-PROFIT AND PRIVATE SECTORS CREATED BY THE DEPARTMENT OF PUBLIC HEALTH IN 1992. THE UNIFICATION OF THE TWO ORGANIZATIONS STRENGTHENED OUR ABILITY TO WORK WITH OTHERS TO ENRICH THE GREATER LOWELL COMMUNITY; NETWORK AND SHARE IDEAS WITH PEOPLE OF SIMILAR INTEREST IN BUILDING A HEALTHIER GREATER LOWELL COMMUNITY; GAIN MORE KNOWLEDGE ABOUT HEALTH-RELATED ISSUES AND TOPICS; AND INCREASE CULTURAL COMPETENCY OF THE SERVICES PROVIDED TO THE COMMUNITY. SINCE 2006, GLHA HAS GROWN FROM 13 PARTICIPATING ORGANIZATIONS TO MORE THAN 100, AND FROM ONE TASK FORCE (HEALTHY WEIGHT) TO FIVE (SUBSTANCE USE & PREVENTION, MENTAL HEALTH, CULTURAL COMPETENCE, HEALTHY EATING & LIVING, AND MATERNAL CHILD HEALTH). LOWELL GENERAL HOSPITAL CONTINUES TO PROVIDE LEADERSHIP AND FINANCIAL SUPPORT TO THE GLHA.CIRCLE HEALTH BALL FOR COMMUNITY HEALTH INITIATIVESWITH THE GROWING NEED FOR COMMUNITY HEALTH PROGRAMS AND SUPPORT CAME THE NEED FOR ADDITIONAL FUNDING TO SUPPORT THEM. LOWELL GENERAL HOSPITAL DEVELOPED THE ANNUAL "LGH BALL FOR COMMUNITY HEALTH INITIATIVES", NOW KNOWN AS THE CIRCLE HEALTH BALL, TO RAISE AWARENESS AND FUNDS FOR COMMUNITY OUTREACH AND EDUCATION. IN THE PAST SEVEN YEARS, LOWELL GENERAL HOSPITAL HAS RAISED MORE THAN $600,000 FOR COMMUNITY INITIATIVES, INCLUDING THE HEALTHY BABIES INITIATIVE, A BREASTFEEDING EDUCATION AND SUPPORT PROGRAMS FOR NEW MOMS; THE "BEDS FOR KIDS" PROGRAM OF THE LOWELL WISH PROJECT, WHICH PROVIDES NEW BEDS AND BEDDING FOR AT-RISK CHILDREN IN THE CITY; A PUBLIC SERVICE CAMPAIGN TO PROMOTE MENTAL HEALTH AWARENESS AND RESOURCES; THE "HEART AND SOLES" MALL WALKING PROGRAM; AN OUTDOOR RIVER PATH WALKING PROGRAM; A CHILDREN'S LITERACY PROGRAM; A SMOKING PREVENTION PROGRAM IN THE LOWELL PUBLIC SCHOOLS; AND A COMPREHENSIVE HEALTH RISK ASSESSMENT PROGRAM.IN 2017, THE CIRCLE HEALTH BALL RAISED MORE THAN $97,000 TO HELP FUND VITAL HEALTH AND WELLNESS PROGRAMS WHICH BENEFIT RESIDENTS OF THE GREATER LOWELL COMMUNITY. FIVE LOCAL NON-PROFITS WERE AWARDED COMMUNITY HEALTH INITIATIVE GRANTS FOR 2017. THEY WERE THE LOWELL TRANSITIONAL LIVING CENTER, PHEASANT LANE WALKING POGRAM, UNITED TEAM EQUALITY CENTER, HABITAT FOR HUMANITY AND THE INTERNATIONAL INSTITUTE OF BOSTON.LOWELL GENERAL HOSPITAL IS DEDICATED TO THE PROMOTION OF THE HEALTH IN THE COMMUNITY BY PROVIDING EDUCATIONAL OPPORTUNITIES FOR LOCAL SENIOR CENTERS, HOSTING QUARTERLY BLOOD DRIVES IN PARTNERSHIP WITH THE AMERICAN RED CROSS, RUNNING ANNUAL FOOD DRIVES TO BENEFIT THE LOCAL FOOD BANKS, AND PARTICIPATING IN COUNTLESS HEALTH FAIRS WHERE WE PROVIDE VALUABLE HEALTH PROMOTION INFORMATION AND OFTEN PROVIDE FREE HEALTH SCREENINGS.
PART VI, LINE 6:MEMBERS AND OFFICERS OF LOWELL GENERAL HOSPITAL ARE ACTIVELY SERVING ON THE BOARDS OF MANY LOCAL COMMUNITY AREA AGENCIES AND AS HEADS OF THE GREATER LOWELL HEALTH ALLIANCE. IN 2012, LOWELL GENERAL HOSPITAL OFFICIALLY BECAME A MEMBER OF CIRCLE HEALTH. CIRCLE HEALTH IS A PROGRESSIVE COLLABORATION OF PHYSICIANS, HOSPITALS, OTHER HEALTH PROVIDERS, AND OTHER COMMUNITY-BASED ORGANIZATIONS WITH A SHARED VISION FOR EMPOWERING PEOPLE AND COMMUNITIES TO BE THE HEALTHIEST THEY CAN BE. WITH OUR INNOVATIVE PROGRAMS AND APPROACH TO CARE MANAGEMENT, OUR PROMISE TO YOU IS AN EXPERIENCE OF COMPLETE CONNECTED CARESM. CIRCLE HEALTH IS ABOUT SUPPORTING COMMUNITIES WITH A COMPREHENSIVE RANGE OF SERVICES SO THAT INDIVIDUALS HAVE EASY ACCESS TO THE EXPERTISE AND RESOURCES THEY NEED IN ORDER TO ACHIEVE THE BEST POSSIBLE HEALTH THROUGHOUT THEIR LIVES.CIRCLE HEALTH IS A MASSACHUSETTS NONPROFIT CORPORATION AND MEMBER OF THE WELLFORCE SYSTEM THAT OVERSEES AND COORDINATES A SERIES OF AFFILIATED CORPORATIONS THAT PROVIDE A BROAD RANGE OF HEALTH CARE AND RELATED SERVICES IN LOWELL, MASSACHUSETTS. THE CONSOLIDATED AFFILIATED ENTITIES OF CIRCLE HEALTH INCLUDE THE LOWELL GENERAL HOSPITAL, A NONPROFIT GENERAL ACUTE CARE HOSPITAL; LGH SERVICES, INC. AND CONSOLIDATED AFFILIATES, A FOR-PROFIT ENTITY AND SOLE SHAREHOLDER OF LGH MANAGEMENT SERVICE, INC., LGH MEDICAL BUILDING SERVICES ("LGH MEDICAL BUILDING"), AND LGH MEDICAL SERVICES, INC.; CIRCLE HEALTH PHYSICIANS, A NONPROFIT ENTITY AND SOLE SHAREHOLDER OF A NUMBER OF PHYSICIAN PRACTICES AND CIRCLE HEALTH PHARMACY LLC; AND CIRCLE HEALTH ALLIANCE, LLC ("ALLIANCE"), AN ACCOUNTABLE CARE ORGANIZATION.
PART VI, LINE 7, REPORTS FILED WITH STATESMA

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BOYS & GIRLS CLUB OF GREATER LOWELL INC
657 MIDDLESEX STREETLOWELLMA01851042014396501(C)(3)$9,500SPONSOR VARIOUS EVENTS
CHELMSFORD POP WARNER FOOTBALL INC
PO BOX 101NO CHELMSFORDMA01863521656310501(C)(3)$5,000DONATION
CHINMAYA MISSION BOSTON
1 UNION STREETANDOVERMA01810043491406501(C)(3)$5,000SPONSOR VARIOUS EVENTS
CIRCLE HOME INC
847 ROGERS STREETLOWELLMA01852042103812501(C)(3)$5,000SPONSORSHIP
CITY OF LOWELL
375 MERRIMACK STREETLOWELLMA01852046001396GOV'T ENTITY$8,800DONATION
D'YOUVILLE SENIOR CARE
981 VARNUM AVENUELOWELLMA01854912055004501(C)(3)$12,700SPONSORSHIP
FRESH START FOOD GARDENS LLC
41 WEST STREETWESTFORDMA01886811481646$9,000DONATION
GIRLS INCORPORATED
220 WORTHERN STREETLOWELLMA01852042104401501(C)(3)$5,750SPONSOR VARIOUS EVENTS
GREATER LOWELL COMMUNITY FOUNDATION
100 MERRIMACK STREETLOWELLMA01852043401997501(C)(3)$7,100SPONSOR VARIOUS EVENTS
GREATER LOWELL YMCA
35 YMCA DRIVELOWELLMA01852042104398501(C)(3)$16,015DONATION/SPONSOR VARIOUS EVENTS
GREATER MERRIMACK VALLEY CONVENTION & VISITORS BUREAU
40 FRENCH STREET 2ND FLLOWELLMA01852043158302501(C)(6)$7,500SPONSORSHIP
IMMACULATE CONCEPTION CHURCH
3 FAYETTE STREETLOWELLMA01852042106189501(C)(3)$5,200SPONSOR VARIOUS EVENTS
LOWELL FESTIVAL FOUNDATION
PO BOX 217LOWELLMA01852042578293501(C)(3)$6,000DONATION
LOWELL HOUSE INC
555 MERRIMACK STREETWESTFORDMA01854237110106501(C)(3)$10,900DONATION/SPONSOR VARIOUS EVENTS
LOWELL SUMMER MUSIC SERIES
67 KIRK STREETLOWELLMA01852042578293501(C)(3)$25,000SPONSORSHIP
LOWELL COMMUNITY HEALTH CENTER
161 JACKSON STREETLOWELLMA01852042881348501(C)(3)$5,000SPONSORSHIP
MASSACHUSETTS MEDICAL SOCIETY
860 WINTER STREETWALTHAMMA02451042050773501(C)(3)$5,000SPONSORSHIP
MERRIMACK REPERTORY THEATRE
132 WARREN STREETLOWELLMA01852042664784501(C)(3)$26,481DONATION/SPONSOR VARIOUS EVENTS
MERRIMACK VALLEY FOOD BANK INC
735 BROADWAY STREETLOWELLMA01854223241609501(C)(3)$5,000SPONSORSHIP
MIDDLESEX COMMUNITY COLLEGE FOUNDATION
PO BOX 716BEDFORDMA01730042973384501(C)(3)$6,500SPONSORSHIP
THE LOWELL PLAN
600 SUFFOLK STREET SUITE 120LOWELLMA01854042693109501(C)(3)$10,500DONATION/SPONSOR VARIOUS EVENTS
THE MEGAN HOUSE FOUNDATION
31 KIRK STREETLOWELLMA01852473503719501(C)(3)$10,000SPONSOR VARIOUS EVENTS
TOWN OF TYNGSBOROUGH
25 BRYANT LANETYNGSBOROUGHMA01879046001328GOV'T ENTITY$12,500DONATION
UNIVERSITY OF MASSACHUSETTS LOWELL
225 FRANKLIN STREET FL 33BOSTONMA02110043167352501(C)(3)$39,000DONATION/SPONSOR VARIOUS EVENTS
UNITED TEEN EQUALITY CENTER INC
35 WARREN STREETLOWELLMA01852383669532501(C)(3)$10,000DONATION
WILLIAM JAMES COLLEGE INC
FREEDMAN CENTERNEWTONMA02459042620216501(C)(3)$5,000DONATION
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE LOWELL GENERAL HOSPITAL RESPONDS TO SPECIFIC REQUESTS FOR FUNDING TO LOCAL AGENCIES AND ORGANIZATIONS RELATED TO COMMUNITY BENEFIT EVENTS AND NEEDS. THE HOSPITAL REQUIRES THAT THE ORGANIZATION STATE THE NATURE OF THEIR NEED PRIOR TO THEM MAKING THE CONTRIBUTION AND, IN THE CASE OF MAJOR DONATIONS AN ANNUAL REPORT IS REQUESTED WHICH DETAILS HOW SUCH DONATED FUNDS WERE SPENT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH WHITE
PRESIDENT$679,599$0$157,248$0$487,914$0$8,250$0$12,671$0$1,345,682$0$0$0
WILLIAM WYMAN
SR. VP OF FINANCE/TREAS./ASST. CLERK$317,072$0$46,365$0$3,158$0$6,320$0$13,670$0$386,585$0$0$0
SABRINA GRANVILLE
CHO$87,142$261,425$26,042$78,125$6,802$20,406$2,063$6,188$4,817$14,451$126,866$380,595$0$0
AMY HOEY
CHIEF OPERATING OFFICER$424,449$0$117,212$0$217,797$0$8,250$0$18,164$0$785,872$0$0$0
CECELIA LYNCH
CNO$342,989$0$59,098$0$7,024$0$8,250$0$18,664$0$436,025$0$0$0
ARTHUR LAURETANO
CMO$367,616$0$32,334$0$976$0$0$0$1,122$0$402,048$0$0$0
MICHELLE DAVIS
VP EXTERNAL AFFAIRS$233,000$0$0$0$198$0$2,581$0$18,928$0$254,707$0$0$0
WENDY MITCHELL
MEDICAL DIR. COMMUNITY HOME$284,411$0$26,780$0$1,022$0$0$0$24,520$0$336,733$0$0$0
EMILY YOUNG
DIRECTOR OF HEALTHCARE OPS$218,312$0$41,867$0$876$0$0$0$22,469$0$283,524$0$0$0
YISHIS REN
CHIEF MEDICAL PHYSICIST$248,530$0$0$0$3,741$0$0$0$20,706$0$272,977$0$0$0
RAMYA PRABHAKAR
PHYSICIAN$272,204$0$0$0$743$0$0$0$25,755$0$298,702$0$0$0
JAMES WOOLMAN
DIRECTOR ACO PERFORMANCE MGMT$212,922$0$48,038$0$572$0$0$0$23,383$0$284,915$0$0$0
WILLIAM GALVIN III MD
BOARD MEMBER/MEDICAL DIRECTOR$432,780$0$88,666$0$2,094$0$8,250$0$18,163$0$549,953$0$0$0
SUSAN GREEN
FMR. SENIOR VP & CFO & TREAS. - THE$0$540,301$0$155,461$0$35,325$0$8,250$0$19,217$0$758,554$0$0
NORMAND DESCHENE
FMR. PRES. OF BOARD & CEO$0$1,092,300$0$366,053$0$197,871$0$8,250$0$12,671$0$1,677,145$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE HOSPITAL HAS ENTERED INTO RESTRICTIVE ENDORSEMENT BONUS ARRANGEMENTS ("REBA'S") WITH THE FOLLOWING EMPLOYEES AS PART OF A RETIREMENT RETENTION PROGRAM: JOSEPH WHITE - PRESIDENT - THE LOWELL GENERAL HOSPITAL AMY HOEY - CHIEF OPERATING OFFICER - THE LOWELL GENERAL HOSPITAL AMOUNTS PAID BY THE HOSPITAL UNDER THE ARRANGEMENT ARE REQUIRED TO BE REPAID TO THE HOSPITAL IF LENGTH OF SERVICE REQUIREMENTS ARE NOT MET. AMOUNTS PAID UNDER THE REBA ARRANGEMENTS ARE TREATED AS TAXABLE COMPENSATION IN THE YEAR PAID BY THE HOSPITAL. THIS ARRANGEMENT WAS APPROVED BY THE HOSPITAL'S COMPENSATION COMMITTEE AS DOCUMENTED IN THE COMMITTEE MINUTES. THE W-2 COMPENSATION REPORTED FOR MR. WHITE - PRESIDENT - THE LOWELL GENERAL HOSPITAL ON FORM 990, SCHEDULE J, PART II, COLUMN B(III) INCLUDES $426,404 PAID IN 2018 IN CONNECTION WITH THE REBA ARRANGEMENT. THE W-2 COMPENSATION REPORTED FOR MS. HOEY - CHIEF OPERATING OFFICER - THE LOWELL GENERAL HOSPITAL ON FORM 990, SCHEDULE J, PART II, COLUMN B(III) INCLUDES $180,018 PAID IN 2018 IN CONNECTION WITH THE REBA ARRANGEMENT. SOCIAL CLUB DUES ARE PROVIDED TO JOSEPH WHITE AND AMY HOEY. SOCIAL CLUB DUES ARE TREATED AS TAXABLE COMPENSATION TO THE EXTENT CONSIDERED PERSONAL USEAGE.
PART I, LINES 4A-BTHE HOSPITAL HAS ENTERED INTO A SPLIT-DOLLAR LIFE INSURANCE AGREEMENT WITH NORMAND DESCHENE - FMR. PRESIDENT OF BOARD & CEO - THE LOWELL GENERAL HOSPITAL. PREMIUMS PAID IN CALENDAR 2018 WERE $125,648. ALL PREMIUMS WILL BE REPAID TO THE HOSPITAL.
PART I, LINE 7BONUSES ARE PAID AS INDICATED ON SCHEDULE J, PART II. BONUS PAID TO OFFICERS ARE APPROVED BY THE BOARD OF TRUSTEES. OTHER BONUSES ARE APPROVED BY THE OFFICERS OF THE HOSPITAL.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS HEALTH AND ED FACILITIES AUTHORITY SERIES C
A04245601157586EXB22010-09-29$109,152,040CONSTRUCTION OF NEW BUILDING, EQUIP. ACQUISITIONS, PAY OFF COMMERCIAL DEBT000
MASS DEVELOPMENT FINANCE AGENCY SERIES G
B04343181457583UVQ82013-05-01$65,688,217NEW CAPITAL PROJECTS AND EQUIPMENT COSTS AND REFUND/TERMINATE SERIES D BONDS000
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES A
C04343181457583UBK32019-02-20$23,765,000SEE SUPPLEMENTAL INFORMATION00Yes (1)

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtCapitalized InterestCapitalizedInterestAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$12,525,000$109,975,336$7,292,496$1,755,029$92,469$74,150,946$26,684,396201300Yes (1)Yes (1)
B$65,689,334$1,009,853$15,585,808$49,093,6732013Yes (1)0Yes (1)Yes (1)
C$24,730,490$25,565,023$250,000$25,315,0232019Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)00.025300.000000.0253000Yes (1)
B0Yes (1)Yes (1)Yes (1)00.021900.000000.0219000Yes (1)
C0Yes (1)Yes (1)Yes (1)00.026000.000000.0260000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B0Yes (1)00Yes (1)000Yes (1)
C0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER NAME: MASS. HEALTH AND ED. FACILITIES AUTHORITY SERIES C DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2017
PART II:MASS. HEALTH AND ED. FACILITIES AUTHORITY SERIES C LINE 3A: TOTAL PROCEEDS OF ISSUE CONSISTS OF $109,152,040 ORIGINAL PROCEEDS PLUS INVESTMENT INCOME OF $823,296 FOR TOTAL OF $109,975,336. LINE 5A: CAPITALIZED INTEREST FROM PROCEEDS TOTALED $7,292,496. LINE 11A: OTHER SPENT PROCEEDS CONSISTING OF REPAYMENT OF PRIOR BONDS SERIES B BONDS OF $11,042,852 PLUS $10,357,512 OF CAPITALIZED INTEREST AND VARIOUS LOANS PAID OFF OF $5,284,032 FOR TOTAL AMOUNT OF $26,684,396. MASS. DEVELOPMENT FINANCE AGENCY SERIES G LINE 3C: TOTAL PROCEEDS OF ISSUE CONSISTS OF $65,688,217 ORGINAL PROCEEDS PLUS INVESTMENT INCOME OF $1,117 FOR TOTAL OF $65,689,334. MASS. DEVELOPMENT FINANCE AGENCY SERIES A DESCRIPTION OF BOND PURPOSE: A. THE ISSUANCE OF BONDS AND THE LOAN OF THE PROCEEDS THEREOF IS TO (1) REFINANCE CERTAIN OUTSTANDING INDEBTEDNESS OF OR ISSUED FOR THE BENEFIT OF THE INSTITUTION, AS FUTHER IDENTIFIED BELOW, (2) FINANCE CONSTRUCTION, RENOVATION AND IMPROVEMENTS AT AND ACQUISTIONS AND EQUIPMENT FOR THE ACUTE CARE HOSPITAL AND RELATED FACILITIES OWNED AND/OR OPERATED BY TUFTS MEDICAL CENTER, (3) FUND A DEBT SERVICE RESERVE FUND, AND (4) PAY CERTAIN COSTS OF ISSUANCE OF THE BONDS. FURTHER IDENTIFICATION OF BOND PURPOSE - REFINANCINGS: SERIES E & F BONDS ISSUED 9/27/12 SERIES A BONDS WERE ISSUED FOR THE WELLFORCE OBLIGATED GROUP, WHICH INCLUDES TUFTS MEDICAL CENTER, INC., THE LOWELL GENERAL HOSPITAL, AND MELROSEWAKEFIELD HEALTHCARE.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$10,166NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescFUNDRAISING EVENT ITEMSDesc
Contribution397ContributionCnt
Noncash Contributions Rpt F990$187,501NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF THE LOWELL GENERAL HOSPITAL IS CIRCLE HEALTH, INC.
FORM 990, PART VI, SECTION A, LINE 7ACIRCLE HEALTH, INC., AS SOLE MEMBER OF THE LOWELL GENERAL HOSPITAL, ELECTS THE MEMBERS OF THE HOSPITAL'S BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BCIRCLE HEALTH, INC. APPROVES BUDGETS FOR THE LOWELL GENERAL HOSPITAL. CIRCLE HEALTH, INC. ALSO DETERMINES THE NUMBER OF LOWELL GENERAL HOSPITAL TRUSTEES AT AN ANNUAL MEETING. CIRCLE HEALTH, INC. MAY ALSO ELECT NEW TRUSTEES OR REMOVE TRUSTEES TO ACHIEVE THE NUMBER OF TRUSTEES SO FIXED.
FORM 990, PART VI, SECTION B, LINE 11BCBIZ MHM, LLC A PROFESSIONAL ACCOUNTING/TAX FIRM, WILL PREPARE THE ANNUAL FORM 990 IN ASSOCIATION WITH THE FINANCE DEPARTMENT OF THE LOWELL GENERAL HOSPITAL WHO WILL SUPPLY RELEVANT INFORMATION. THE BOARD OF DIRECTORS WILL BE PROVIDED WITH A COMPLETED DRAFT OF THE FORM 990 PRIOR TO ITS FILING. ALL MEMBERS OF THE BOARD OF DIRECTORS WILL BE INVITED TO REVIEW THE COMPLETED 990 IN ADVANCE OF THE FILING DEADLINE. COPIES OF THE DRAFT FORM 990 WILL BE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS, AS NEEDED, AND IN AN APPROPRIATE FORMAT (ELECTRONIC OR PAPER.) THE BOARD OF DIRECTORS WILL RECEIVE THE FINANCE COMMITTEE REPORT AND ITS RECOMMENDATIONS FOR THE 990 AND WILL VOTE TO APPROVE IT FOR FILING. THE FINALIZED FORM, AFTER COORRECTIONS AND MODIFICATIONS, IF ANY, WILL THEN BE SIGNED BY EITHER THE CEO OR CFO AND FILED AS REQUIRED.
FORM 990, PART VI, SECTION B, LINE 12CALL OFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. ANY ACTUAL OR POTENTIAL CONFLICTS ARE FORWARDED TO THE COMPLIANCE COMMITTEE FOR CONSIDERATION. IN THE EVENT OF AN ACTUAL OR POTENTIAL CONFLICT, THE CONFLICTED INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS OR DECISIONS RELATING TO THE MATTER. A COMPLIANCE COMMITTEE MEETING IS HELD EVERY OTHER MONTH TO ADDRESS CONCERNS.
FORM 990, PART VI, SECTION B, LINE 15A THIRD PARTY CONSULTANT IS HIRED FOR AN INDEPENDENT ASSESSMENT OF APPROPRIATE SALARY RANGES FOR THE OFFICERS OF THE ORGANIZATION SUCH AS THE CEO, PRESIDENT, COO, AND CFO. THIS ASSESSMENT IS REVIEWED BY THE COMPENSATION COMMITTEE AND A RECOMMENDATION IS GIVEN TO THE BOARD OF TRUSTEES ON SALARY INCREASES AND BONUSES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS ARE PROVIDED TO AND MADE AVAILABLE ON THE SECRETARY OF STATE WEBSITE AND MADE AVAILABLE UPON REQUEST ALONG WITH CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS.
FORM 990, PART VI, SECTION B., LINE 16A:THE LOWELL GENERAL HOSPITAL OWNS 16.67% INTEREST IN YANKEE ALLIANCE, LLC.
FORM 990, PART VI, SECTION B., LINE 16B:THE ORGANIZATION ROUTINELY CONSULTS WITH INTERNAL AND OUTSIDE COUNSEL PRIOR TO ENTERING INTO JOINT VENTURE ARRANGEMENTS. THE ORGANIZATION IS CURRENTLY CONSIDERING IMPLEMENTATION OF WRITTEN POLICIES AND PROCEDURES TO EVALUATE PARTICIPATION OF JOINT VENTURE ARRANGEMENTS TO SAFEGUARD THE ORGANIZATION'S EXEMPT STATUS WITH RESPECT TO SUCH ARRANGEMENTS.
FORM 990, PART XI, LINE 9:PROVISION FOR UNCOLLECTIBLE ACCOUNTS -12,984,894. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -21,137. TRANSFERS TO AFFILIATES -24,616,222. PENSION RELATED ADJUSTMENTS -11,814,222. ROUNDING -3.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LGH MEDICAL GROUP LLC
295 VARNUM AVELOWELLMA01854205671277MEDICAL SERVICESMA$0$0CIRCLE HEALTH PHYSICIANS INC
LGH CANCERCARE ASSOCIATES LLC
295 VARNUM AVELOWELLMA01854043483462MEDICAL SERVICESMA$0$0CIRCLE HEALTH PHYSICIANS INC
LGH WOMANHEALTH LLC
295 VARNUM AVELOWELLMA01854262057970MEDICAL SERVICESMA$0$0CIRCLE HEALTH PHYSICIANS INC
LGH MERRIMACK VALLEY CARDIOLOGY ASSOCIATES LLC
295 VARNUM AVELOWELLMA01854452014433MEDICAL SERVICESMA$0$0CIRCLE HEALTH PHYSICIANS INC
CIRCLE HEALTH URGENT CARE LLC
295 VARNUM AVELOWELLMA01854471122896MEDICAL SERVICESMA$0$0CIRCLE HEALTH PHYSICIANS INC
CIRCLE HEALTH PHARMACY LLC
295 VARNUM AVELOWELLMA01854001352934MEDICAL SERVICESMA$0$0CIRCLE HEALTH PHYSICIANS INC
LGH PROFESSIONAL SERVICES LLC
295 VARNUM AVELOWELLMA01854611844933MEDICAL SERVICESMA$0$0CIRCLE HEALTH PHYSICIANS INC
WELLFORCE CARE PLAN LLC
800 DISTRICT AVEBURLINGTONMA01803001274839ACOMA$0$0WELLFORCE INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (47 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
MELROSEWAKEFIELD HEALTHCARE INC
170 GOVERNORS AVEMEDFORDMA02155042767880HOSPITALMA501(C)(3)LINE 3MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATIONYes (1)
HALLMARK HEALTH MEDICAL ASSOCIATES INC
170 GOVERNORS AVEMEDFORDMA02155043140938MD OFFICESMA501(C)(3)LINE 10MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATIONYes (1)
LM LONG TERM CARE SERVICES INC
170 GOVERNORS AVEMEDFORDMA02155042938772LONG-TERM CAREMA501(C)(3)LINE 12B, IIMELROSEWAKEFIELD HEALTHCARE PARENT CORPORATIONYes (1)
SAVIN LONG TERM CARE CORPORATION
170 GOVERNORS AVEMEDFORDMA02155043012616LONG-TERM CAREMA501(C)(3)LINE 10MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATIONYes (1)
HALLMARK HEALTH VISITING NURSE ASSOCIATION AND HOSPICE INC
178 SAVIN ST SUITE 300MALDENMA02148042437064VISITING NURSEMA501(C)(3)LINE 10HOME HEALTH FOUNDATION INCYes (1)
HALLMARK HEALTH PROPERTIES
170 GOVERNORS AVEMEDFORDMA02155222580542PROPERTYMA501(C)(3)LINE 12B, IIMELROSEWAKEFIELD HEALTHCARE PARENT CORPORATIONYes (1)
MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION
170 GOVERNORS AVEMEDFORDMA02155042103587PARENTMA501(C)(3)LINE 12A, IWELLFORCE INCYes (1)
THE LOWELL GENERAL HOSPITAL
295 VARNUM AVENUELOWELLMA01854042103590HEALTH CAREMA501(C)(3)LINE 3CIRCLE HEALTH INCYes (1)
CIRCLE HEALTH PHYSICIANS INC
295 VARNUM AVENUELOWELLMA01854273902914MEDICAL SERVICESMA501(C)(3)LINE 10CIRCLE HEALTH INCYes (1)
LGH PHYSICIAN ASSOCIATES INC
ONE HOSPITAL DRIVELOWELLMA01852043190747MEDICAL SERVICESMA501(C)(3)LINE 10CIRCLE HEALTH PHYSICIANS INCYes (1)
CIRCLE HEALTH INC
295 VARNUM AVENUELOWELLMA01854222579798PARENT/SUPPORTING ORGANIZATIONMA501(C)(3)LINE 12B, IIWELLFORCE INCYes (1)
WELLFORCE INC
1600 DISTRICT AVE SUITE 125BURLINGTONMA01803452250732PARENT/SUPPORTING ORGANIZATIONMA501(C)(3)LINE 12A, I0N/A
CNS NURSING HOME CARE INC
847 ROGERS STREET SUITE 201LOWELLMA01852371836433HOME CARE SERVICESMA501(C)(3)LINE 10CIRCLE HOME INCYes (1)
CIRCLE HOME INC
847 ROGERS STREET SUITE 201LOWELLMA01852042103812HOME CARE SERVICESMA501(C)(3)LINE 10HOME HEALTH FOUNDATION INCYes (1)
TUFTS MEDICAL CENTER PARENT INC
800 WASHINGTON STREETBOSTONMA02111042810022FUNDRAISING, ADMIN. PLANNING & OTHER ACTIVITIESMA501(C)(3)LINE 12B, IIWELLFORCE INCYes (1)
TUFTS MEDICAL CENTER INC
800 WASHINGTON STREETBOSTONMA02111043400617HOSPITAL SERVICESMA501(C)(3)LINE 3TUFTS MEDICAL CENTER PARENT INCYes (1)
TUFTS MEDICAL CENTER REAL ESTATE COMPANY INC
800 WASHINGTON STREETBOSTONMA02111042772654ACQUIRING REAL PROPERTYMA501(C)(3)LINE 12B, IITUFTS MEDICAL CENTER PARENT INCYes (1)
NEW ENGLAND LONG-TERM CARE INC
800 WASHINGTON STREETBOSTONMA02111042912578PEDIATRIC LONG-TERM CARE FACILITYMA501(C)(3)LINE 3TUFTS MEDICAL CENTER PARENT INCYes (1)
NEW ENGLAND QUALITY CARE ALLIANCE INC
800 WASHINGTON STREETBOSTONMA02111043040427MEDICAL PROGRAMS & SERVICESMA501(C)(3)LINE 12B, IITUFTS MEDICAL CENTER PARENT INCYes (1)
NEQCA ACCOUNTABLE CARE INC
325 WOOD RD SUITE 210BRAINTREEMA02184800824142ACOMA501(C)(3)LINE 7NEW ENGLAND QUALITY CARE ALLIANCE INCYes (1)
TUFTS MEDICAL CENTER COMMUNITY CARE INC
325 WOOD RD SUITE 210BRAINTREEMA02184473046563MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PARENT INCYes (1)
THE CAMERON M NEELY FOUNDATION
800 WASHINGTON STREETBOSTONMA02111043265628CHARITABLEMA501(C)(3)LINE 7TUFTS MEDICAL CENTER PARENT INCYes (1)
HEART CENTER OF METROWEST INC
99 LINCOLN STREETFRAMINGHAMMA01702030390670MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT ANESTHESIOLOGY ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043418395MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT MEDICAL AND SURGICAL ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043148397MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT NEUROLOGY ASSOICATES INC
800 WASHINGTON STREETBOSTONMA02111043148384MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT OBGYN ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043148385MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT OPHTHALMOLOGY ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043148392MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT ORTHOPEDIC ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111205129051MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT OTOLARYNGOLOGY
800 WASHINGTON STREETBOSTONMA02111043148381MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT PATHOLOGY ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043148393MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT PEDIATRIC ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043148394MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT PSYCHIATRIC ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043148387MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT RADIOLOGY ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043148388MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT RADIATION ONCOLOGY ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043148389MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT REHABILITATION MEDICINCE
800 WASHINGTON STREETBOSTONMA02111043148378MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT SURGICAL ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043148376MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT UROLOGY ASSOCIATES INC
800 WASHINGTON STREETBOSTONMA02111043148379MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
NEW ENGLAND MEDICAL CENTER
800 WASHINGTON STREETBOSTONMA02111043096445MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
PRATT MEDICAL GROUP INC
800 WASHINGTON STREETBOSTONMA02111042743894MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
TUFTS MEDICAL CENTER PHYSICIANS ORG INC
800 WASHINGTON STREETBOSTONMA02111043044706ADMIN.MA501(C)(3)LINE 12B, IITUFTS MEDICAL CENTER PARENT INCYes (1)
LOWELL GENERAL HOSPITAL AUXILIARY
295 VARNUM AVENUELOWELLMA01854223459303SUPPORTING ORGANIZATIONMA501(C)(3)LINE 12A, I0N/A
CARDIOVASCULAR CENTER AT TUFTS MEDICAL CENTER INC
800 WASHINGTON STREETBOSTONMA02111823315703MEDICAL SERVICESMA501(C)(3)LINE 10TUFTS MEDICAL CENTER PHYSICIANS ORG INCYes (1)
HOME HEALTH FOUNDATION INC
360 MERRMIACK STREETLAWRENCEMA01843222587225MANAGEMENT SERVICESMA501(C)(3)LINE 12B, IIWELLFORCE INCYes (1)
HOME HEALTH VNA INC
360 MERRMIACK STREETLAWRENCEMA01843042435675HOME HEALTH CAREMA501(C)(3)LINE 10HOME HEALTH FOUNDATION INCYes (1)
MERRIMACK VALLEY HOSPICE INC
360 MERRMIACK STREETLAWRENCEMA01843043024278HOSPICE SERVICESMA501(C)(3)LINE 10HOME HEALTH FOUNDATION INCYes (1)
HOME CARE INC
360 MERRMIACK STREETLAWRENCEMA01843042854358HOME HEALTH SUPPORTIVE SERIVCESMA501(C)(3)LINE 10HOME HEALTH FOUNDATION INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
HALLMARK HEALTH INVESTMENTS LLC
170 GOVERNORS AVEMEDFORDMA02155020657666INVESTMENTMAMELROSEWAKEFIELD HEALTHCARE INCEXCLUDED00
MONTVALE PETCT LLC
100 BAYVIEW CIRCLE SUITE 400NEWPORT BEACHCA92660270325022CAT SCANDEMELROSEWAKEFIELD HEALTHCARE INCRELATED00
CIRCLE HEALTH ALLIANCE LLC
295 VARNUM AVELOWELLMA01854800782682ACCOUNTABLE CARE ORGANIZATIONMACIRCLE HEALTH INCRELATED00
SHIELDS-TUFTS MEDICAL CENTER IMAGING MANAGEMENT LLC
800 WASHINGTON STREETBOSTONMA02111320558307MEDICAL SERVICES (MRI)MATUFTS MEDICAL CENTER INCRELATED00
MEDFORD LAWRENCE REAL ESTATE LLC
55 CHRISTYS DRIVEBROCKTONMA02301320553759MEDICAL OFFICE BUILDINGMAMELROSEWAKEFIELD HEALTHCARE INCRELATED00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndOwnershipOwnershipPctLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
LGH MEDICAL SERVICES INC
295 VARNUM AVENUELOWELLMA01854261889904MEDICAL SERVICESMALGH SERVICES INCCYes (1)
LGH SERVICES INC
295 VARNUM AVENUELOWELLMA01854042854673MEDICAL SERVICESMACIRCLE HEALTH INCCYes (1)
LGH MANAGEMENT SERVICES INC
295 VARNUM AVENUELOWELLMA01854042919244MEDICAL SERVICESMALGH SERVICES INCCYes (1)
LGH MEDICAL BUILDING SERVICES INC
295 VARNUM AVENUELOWELLMA01854043058954MEDICAL OFFICE BUILDINGMALGH SERVICES INCCYes (1)
CHARITABLE REMAINDER TRUSTS (5)
INVESTMENTSMATHE LOWELL GENERAL HOSPITALTYes (1)1.00000
HALLMARK HEALTH ENTERPRISES INC
585 LEBANON STREETMELROSEMA02176042475660OTHER HEALTH SERVICESMAMELROSEWAKEFIELD HEALTHCARE PARENT CORPORATIONCYes (1)
LAWRENCE MELROSE MEDICAL ELECTRONICS RECORD INC
170 GOVERNORS AVEMEDFORDMA02155421685777ELECTRONIC MEDICAL RECORDSMAMELROSEWAKEFIELD HEALTHCARE INCC0
HALLMARK HEALTH PHO INC
170 GOVERNORS AVEMEDFORDMA02155461134759PHYSICIAN HOSPITAL ORGANIZATIONMAMELROSEWAKEFIELD HEALTHCARE INCC0
WELLFORCE INDEMNITY COMPANY LTD
800 WASHINGTON STREETBOSTONMA02111980444573CAPTIVE INSURANCETUFTS MEDICAL CENTER INCCYes (1)CJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (17 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LGH MEDICAL BUILDING SERVICE INC
J$1,122,450BOOK VALUE
LGH MEDICAL GROUP INC
K$3,376,069BOOK VALUE
CIRCLE HEALTH PHYSICIANS INC
E$2,646,129BOOK VALUE
CIRCLE HEALTH PHYSICIANS INC
D$6,160,962BOOK VALUE
LGH MEDICAL BUILDING SERVICE INC
D$53,619BOOK VALUE
CIRCLE HEALTH INC
D$81,203BOOK VALUE
TUFTS MEDICAL CENTER PHYSICIANS ORG
D$143,373BOOK VALUE
TUFTS MEDICAL CENTER PHYSICIANS ORG
E$395,982BOOK VALUE
MELROSEWAKEFIELD HEALTHCARE
D$436,696BOOK VALUE
WELLFORCE CARE PLAN LLC
D$302,547BOOK VALUE
TUFTS MEDICAL CENTER INC
D$6,246,226BOOK VALUE
CIRCLE HEALTH ALLIANCE LLC
D$729,040BOOK VALUE
WELLFORCE INC
E$2,506,129BOOK VALUE
CIRCLE HOME INC
D$192,250BOOK VALUE
CIRCLE HEALTH INC
R$443,085BOOK VALUE
CIRCLE HOME INC
Q$1,992,873BOOK VALUE
CNS NURSING HOME CARE INC
Q$450,342BOOK VALUE