LAHEY CLINIC INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LAHEY CLINIC INC (EIN 04-2704683)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202022319349300402
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T22:39:23-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042704683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAHE | BusinessNameControlTxt |
| Phone | 7817445100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018050001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BENNETT | PersonNm |
| Person Title | VP FINANCIAL SERVICES | PersonTitleTxt |
| Phone | 7817445100 | PhoneNum |
| Signature | 2020-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Preparation | 2020-08-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.77.226.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-17 | IPDt |
| IP Tm | 21:49:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3DF51197B15FC223701F25C7B532545445537CE2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN BENNETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018050001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $316,554,936 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAHEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE LAHEY CLINIC IS TO PROVIDE THE HIGHEST QUALITY INTERDISCIPLINARY AND COORDINATED PATIENT CARE TO MEET THE NEEDS OF THE CLINIC'S PATIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1571 | TotalEmployeeCnt |
| Total Volunteers | 331 | TotalVolunteersCnt |
| Total Gross UBI | $3,287,913 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $180,932 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,405,683 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,870,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $293,672,582 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $300,973,788 | CYProgramServiceRevenueAmt |
| PY Investment Income | $143,250 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,778,754 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$186,284 | PYOtherRevenueAmt |
| CY Other Revenue | $6,652,511 | CYOtherRevenueAmt |
| PY Total Revenue | $304,035,231 | PYTotalRevenueAmt |
| CY Total Revenue | $316,276,052 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $303,817,402 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $310,797,700 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $7,210,874 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,210,874 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $67,178,259 | PYOtherExpensesAmt |
| CY Other Expenses | $70,208,653 | CYOtherExpensesAmt |
| PY Total Expenses | $370,995,661 | PYTotalExpensesAmt |
| CY Total Expenses | $388,217,227 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$66,960,430 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$71,941,175 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $259,691,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,310,579 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $174,138,030 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $117,228,213 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,553,929 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,082,366 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $361,458,888 | ExpenseAmt |
| Revenue | $300,973,788 | RevenueAmt |
| Desc | LHMC IS A MULTI-SPECIALTY GROUP PRACTICE AND ACADEMIC MEDICAL CENTER THAT OPERATES IN SEVERAL COMMUNITY SITES PROVIDING OUTPATIENT, DIAGNOSTIC, THERAPEUTIC, EMERGENCY AND INPATIENT HEALTH CARE SERVICES. LAHEY CLINIC, INC. EMPLOYS PHYSICIANS IN OVER 40 MEDICAL AND SURGICAL SPECIALTIES, INCLUDING PRIMARY CARE. THE PHYSICIANS OF LAHEY CLINIC, INC. PROVIDE TERTIARY CARE IN TWO LICENSED HOSPITAL FACILITIES COMPRISED OF 345 LICENSED BEDS. THE PHYSICIANS AND MEDICAL STAFF OF LHMC TREAT MORE THAN 949,000 PATIENTS AT THE PHYSICIAN OFFICES, OVER 66,000 IN THE EMERGENCY ROOM AND PROVIDE OVER 20,000 SURGICAL PROCEDURES AND HOSPITAL DISCHARGES OF APPROXIMATELY 24,000 PATIENTS ON AN ANNUAL BASIS. THE BURLINGTON CAMPUS HAS A 24-HOUR EMERGENCY DEPARTMENT DESIGNED AS A LEVEL I TRAUMA CENTER. THE EMERGENCY DEPARTMENT PHYSICIANS ALSO SERVE AS "MEDICAL CONTROL" FOR VARIOUS AREA AMBULANCE SERVICES, FOR WHICH THEY DIRECT PRE-HOSPITALIZATION CARE BY RADIO TO PARAMEDICS AND EMERGENCY MEDICAL TECHNICIANS IN THE FIELD. THIS LEVEL I VERIFICATION REFLECTS LAHEY CLINIC, INC'S UNIQUE ABILITY TO PROVIDE EXCEPTIONAL CARE TO THE PATIENTS WHO NEED IT MOST. TO ACHIEVE LEVEL I VERIFICATION, LAHEY NEEDED TO INCREASE ITS CONTRIBUTIONS TO TRAUMA-RELATED RESEARCH AND ENSURE A GENERAL SURGEON WOULD CONSTANTLY BE AVAILABLE WITHIN 15 MINUTES OF THE ARRIVAL OF THE MOST CRITICALLY INJURED OR ILL PATIENTS. LAHEY WORKED DILIGENTLY TO MEET THESE REQUIREMENTS BY REORGANIZING THE GENERAL SURGERY SERVICE AND PUBLISHING 24 PAPERS ACROSS SEVEN LHMC SERVICE AREAS THE PEABODY CAMPUS ALSO OPERATES A 24-HOUR EMERGENCY DEPARTMENT. THE JOSEPH C. CORKERY EMERGENCY CENTER AT LAHEY HOSPITAL & MEDICAL CENTER OFFERS ADVANCED EMERGENCY CARE IN A FACILITY BUILT SPECIFICALLY TO MEET THE NEEDS OF THE COMMUNITY. THE SERVICES ARE GEARED TO ADULT PATIENTS, AND OFFER LIMITED PEDIATRIC EMERGENCY AND OBSTETRICAL EMERGENCY CARE.THE TEAM INCLUDES FULL-TIME, BOARD-CERTIFIED EMERGENCY PHYSICIANS AND NURSES WITH EXTENSIVE TRAINING IN EMERGENCY MEDICINE. AS THE ONLY LEVEL I TRAUMA CENTER NORTH OF BOSTON, LAHEY IS UNIQUELY QUALIFIED TO PROVIDE TIME-SENSITIVE, CRITICAL CARE FOR HUNDREDS OF THOUSANDS OF PEOPLE IN OUR REGION.THE NEW EXPANDED FACILITY IS THE RESULT OF EXTENSIVE RESEARCH AND PLANNING. IT FEATURES: 36 PRIVATE ROOMS WITH SPACE FOR FAMILY MEMBERS TO STAY WITH PATIENTS AN ADVANCED IMAGING SUITE FOR CT SCANS AND X-RAYS COMFORTABLE WAITING AREAS ENHANCED INFECTION AND DECONTAMINATION AREAS FOUR TRAUMA BAYS WITH PASSAGEWAYS BETWEEN THE ROOMS TO ALLOW DOCTORS EASY ACCESS TO MULTIPLE PATIENTS AT A TIME FREE, CONVENIENT PARKING THREE PRIVATE EXAM ROOMS FOR PATIENTS IN NEED OF BEHAVIORAL HEALTH SERVICESFAST TRACK TRIAGEIF A PATIENT'S ILLNESS OR INJURY IS NOT LIFE-THREATENING, THE FAST TRACK TRIAGE AREA PROVIDES PATIENTS WITH IMPROVED ACCESS TO CARE AND LESS TIME SPENT IN THE WAITING ROOM. THE TRIAGE NURSES CAN ORDER X-RAYS, TESTS AND LAB WORK SO THE RESULTS ARE READY WHEN PATIENTS SEE THE DOCTOR.EMERGENCY MEDICINE RESIDENCYLAHEY IS TRAINING TOMORROW'S LEADERS IN EMERGENCY MEDICINE. IT IS A TEACHING HOSPITAL WHERE RESIDENTS FROM THE BOSTON UNIVERSITY EMERGENCY MEDICINE PROGRAM COMPLETE ROTATIONS DURING THEIR SECOND AND FOURTH YEARS OF STUDY. THIS MEANS THE TEAM IS WELL-VERSED IN THE LATEST, MOST INNOVATIVE DIAGNOSIS AND TREATMENT OPTIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADDITIONALLY, HOSPITAL AND GROUP PRACTICE ACTIVITIES ARE SUPPORTED BY A VARIETY OF DIAGNOSTIC SERVICES. PROGRAMS AVAILABLE IN THE DEPARTMENT OF DIAGNOSTIC RADIOLOGY INCLUDE MAGNETIC RESONANCE IMAGING (MRI), MAGNETIC RESONANCE ANGIOGRAPHY, FUNCTIONAL MAGNETIC RESONANCE IMAGING, COMPUTERIZED AXIAL TOMOGRAPHY (CAT) AND COMPUTERIZED TOMOGRAPHY ANGIOGRAPHY AND POSITRON EMISSION TOMOGRAPHY (PET-CT). THE DEPARTMENT OF DIAGNOSTIC RADIOLOGY ALSO SUPPORTS A NUCLEAR MEDICINE PROGRAM, WHICH INCLUDES SINGLE-PHOTON EMISSION COMPUTED TOMOGRAPHY SCANNING CAPABILITIES, AND A RADIONUCLIDE THERAPY PROGRAM. THE DEPARTMENT OF RADIOLOGY AT LAHEY OFFERS A WIDE RANGE OF THE HIGHEST QUALITY DIAGNOSTIC AND INTERVENTIONAL SERVICES CURRENTLY AVAILABLE IN IMAGING. LAHEY CLINIC, INC. PERFORMS MORE THAN 350,000 IMAGING EXAMINATIONS ANNUALLY IN THREE LOCATIONS: LAHEY HOSPITAL & MEDICAL CENTER, BURLINGTON; LAHEY MEDICAL CENTER, PEABODY; AND LAHEY OUTPATIENT CENTER, LEXINGTON.THE TEAM OF MORE THAN 40 BOARD CERTIFIED RADIOLOGISTS PROVIDES SUBSPECIALTY EXPERTISE IN BREAST IMAGING, CT SCAN, GASTROINTESTINAL IMAGING, GENITOURINARY IMAGING, INTERVENTIONAL RADIOLOGY, INTERVENTIONAL NEURORADIOLOGY, MRI, MUSCULOSKELETAL IMAGING, NEURORADIOLOGY, NUCLEAR MEDICINE, PET/CT IMAGING, THORACIC IMAGING, ULTRASOUND, VASCULAR IMAGING AND WOMEN'S IMAGING. LAHEY IS ENTIRELY DIGITAL, RESULTING IN THE EXTREMELY EFFICIENT CAPTURE AND PROCESSING OF IMAGES. BY USING ONE OF THE MOST COMPREHENSIVE PACS (PICTURE ARCHIVAL COMMUNICATIONS SYSTEM) SYSTEMS IN THE COUNTRY, LAHEY FURTHER STREAMLINE THE EFFECTIVE AND ECONOMICAL TRANSFER, VIEWING AND ARCHIVING OF IMAGES.ITS SUBSPECIALTY DIVISIONS ARE OUTFITTED WITH STATE-OF-THE-ART EQUIPMENT, INCLUDING: DIGITAL MAMMOGRAPHY INCLUDING 3-D TOMOSYNTHESIS SEVEN CT SCANNERS WITH RADIATION DOSE REDUCTION SOFTWARE, A BARIATRIC CT SCANNER AND THE FIRST PORTABLE CT SCANNER IN THE NATION SIX MRI UNITS INCLUDING AN OPEN MAGNET AND A 3-TESLA MAGNET THREE INTERVENTIONAL SUITESLAHEY IS COMMITTED TO MEDICAL EDUCATION AND MAINTAINS ITS OWN FREESTANDING, FOUR-YEAR RADIOLOGY RESIDENCY PROGRAM. POST-RESIDENCY FELLOWSHIP TRAINING IS ALSO OFFERED IN FIELDS SUCH AS ABDOMINAL IMAGING, MUSCULOSKELETAL IMAGING AND INTERVENTIONAL NEURORADIOLOGY. LAHEY HOSPITAL & MEDICAL CENTER IS A TEACHING HOSPITAL FOR TUFTS UNIVERSITY SCHOOL OF MEDICINE, AND OFFERS AN ELECTIVE CLERKSHIP FOR FOURTH YEAR MEDICAL STUDENTS INTERESTED IN LEARNING MORE ABOUT RADIOLOGY. EDUCATIONAL PROGRAMS ARE ALSO AVAILABLE FOR INDIVIDUALS INTERESTED IN CAREERS AS RADIOLOGY TECHNOLOGISTS.LAHEY IS ON 'THE LEADING EDGE' OF DIAGNOSTIC RADIOLOGY IMAGING. THREE-DIMENSIONAL LIVER IMAGING FOR TRANSPLANTATION, UTERINE ARTERY EMBOLIZATION FOR FIBROIDS, MR-GUIDED FOCUSED ULTRASOUND THERMAL ABLATION, 3-D BREAST TOMOSYNTHESIS, AND THE USE OF PROSTASCINT FOR NUCLEAR IMAGING OF PROSTATE CANCER ARE JUST SOME EXAMPLES OF EXISTING, ADVANCED TECHNOLOGIES BEING OFFERED IN THE DEPARTMENT.LAHEY MAINTAINS ONGOING RESEARCH PARTNERSHIPS WITH SEVERAL COMPANIES SPECIALIZING IN THE DEVELOPMENT OF SYSTEMS THAT APPLY COMPUTER TECHNOLOGY TO IMAGING PROCESSES. IN ADDITION, MANY OTHER RESEARCH PROJECTS SPECIFIC TO ORGAN SYSTEMS AND SPECIALTY SERVICES ARE CONDUCTED ON A CONTINUING BASIS.INTERVENTIONAL RADIOLOGYLHMC'S INTERVENTIONAL RADIOLOGY PROGRAM PROVIDES INTERVENTIONAL ANGIOGRAPHY, AS WELL AS INTERVENTIONAL RADIOLOGY PROCEDURES IN SUCH SUBSPECIALTIES AS INVASIVE CARDIOLOGY, PERIPHERAL VASCULAR AND UROLOGY PROCEDURES. LHMC ALSO HAS A DEDICATED INTERVENTIONAL NEURORADIOLOGY SERVICE. THE INTERVENTIONAL NEURORADIOLOGY SERVICE AT LAHEY PROVIDES INNOVATIVE IMAGING-GUIDED PROCEDURES FOR PATIENTS DIAGNOSED WITH VASCULAR (BLOOD VESSEL) DISEASES OF THE CENTRAL NERVOUS SYSTEM, WHICH INCLUDES THE BRAIN AND SPINE. OUR PROCEDURES BENEFIT PATIENTS BY OFFERING A MINIMALLY INVASIVE OPTION, THEREBY ELIMINATING THE NEED FOR OPEN SURGERY; BY TREATING CONDITIONS THAT ARE OTHERWISE DIFFICULT TO TREAT OR ARE UNTREATABLE BY OPEN SURGERY; AND BY ALLOWING FOR A SHORTER RECOVERY TIME.TO ENSURE THAT EVERY PATIENT RECEIVES THE HIGHEST-QUALITY CARE AVAILABLE, LAHEY COMBINES A TEAM OF TALENTED AND COMPASSIONATE CAREGIVERS WITH STATE-OF-THE-ART TECHNOLOGY SUCH AS 3-D AND BIPLANE ANGIOGRAPHY. THE LAHEY TEAM HAS PERFORMED MORE THAN 5,000 PROCEDURES AND IS AN EXPERT IN THE INTERVENTIONAL TREATMENT OF ACUTE STROKES, ANEURYSMS, AND ARTERIOVENOUS MALFORMATIONS (AVMS), A CONGENITAL CONDITION INVOLVING A TANGLE OF ABNORMALLY CONNECTED ARTERIES AND VEINS IN THE HEAD.THE CLINIC'S MULTIDISCIPLINARY APPROACH MEANS THAT IT WORK CLOSELY WITH OTHER CLINICAL DEPARTMENTS WITHIN LAHEY, INCLUDING NEUROSURGERY, ORTHOPAEDICS, CARDIOLOGY, NEUROLOGY AND ENDOCRINOLOGY, TO HELP DECIDE THE BEST COURSE OF TREATMENT FOR PATIENTS.RADIATION ONCOLOGYTHE DEPARTMENT OF RADIATION ONCOLOGY PROVIDES COMPREHENSIVE TREATMENT FOR PATIENTS WITH CANCER THROUGH THE USE OF THREE LINEAR ACCELERATORS AND SOPHISTICATED COMPUTER EQUIPMENT FOR TREATMENT PLANNING, WHICH INCLUDES CAT SIMULATORS. THE BURLINGTON CAMPUS OFFERS A FULL RANGE OF CARDIAC DIAGNOSTIC AND THERAPEUTIC MODALITIES IN ITS DEPARTMENT OF CARDIOLOGY, INCLUDING A CARDIAC CATHETERIZATION LABORATORY AND TWO ELECTROPHYSIOLOGY LABORATORIES. OTHER DEPARTMENTAL SERVICES INCLUDE A FULLY ACCREDITED MAMMOGRAPHY SERVICE, MAGNETIC RESONANCE MAMMOGRAPHY AND ULTRASOUND SERVICES THAT ARE UTILIZED BY THE FULL RANGE OF MEDICAL AND SURGICAL SUBSPECIALTIES.THE TREATMENT PHILOSOPHY IS ROOTED IN TEAMWORK, EASE OF ACCESS AND PATIENT EMPOWERMENT. RECOGNIZING THAT EACH PATIENT'S ONCOLOGY NEEDS ARE UNIQUE, LAHEY OFFERS A FULL RANGE OF TREATMENT OPTIONS TO MEET THE SPECIFIC NEEDS OF EACH PATIENT.TEAM APPROACH TO CARELAHEY USES A TEAM APPROACH AS ITS FOUNDATION FOR DELIVERING CANCER SERVICES. EMBRACING A TEAM APPROACH THAT INVOLVES THE PATIENT EVERY STEP OF THE WAY ALLOWS THE CLINIC TO PAVE THE WAY FOR SUPERIOR OUTCOMES, INCREASED PATIENT SATISFACTION AND, MOST IMPORTANT OF ALL, A HIGHER RATE OF SURVIVORSHIP.LAHEY ALSO WORK WITH TEAMS IN OTHER DEPARTMENTS AS NECESSARY, SUCH AS HEMATOLOGY, CANCER SERVICES AND OUR FAMILIAL CANCER RISK ASSESSMENT CENTER. THIS COLLABORATION ALLOWS IT TO PROVIDE PERSONALIZED, COMPASSIONATE CARE TO PATIENTS. THIS SAME MULTIDISCIPLINARY APPROACH ALSO EXTENDS TO POST-CANCER CARE.ACCREDITATION AND RESEARCHLAHEY'S RADIATION ONCOLOGY PROGRAM IS ACCREDITED BY THE AMERICAN COLLEGE OF RADIOLOGY. IT ALSO CONDUCTS PATIENT-CENTERED, INNOVATIVE CLINICAL TRIALS TO HELP DISCOVER THE LATEST ADVANCES IN TREATING CANCER AND OTHER CONDITIONS WITH RADIATION THERAPY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENERAL INTERNAL MEDICINE OFFERS A LARGE COMPREHENSIVE CARE TEAM FOR PRIMARY HEALTH CARE NEEDS IN ITS NEW DEDICATED PATIENT CENTER IN BURLINGTON. THE FACILITY HAS BLOOD DRAW, RADIOLOGY AND A PHARMACY ON SITE, AND OFFER EVENING AND WEEKEND APPOINTMENTS.LAHEY ALSO PROVIDES PRIMARY CARE HEALTH CARE SERVICES IN LEXINGTON, PEABODY AND COMMUNITY LOCATIONS THROUGHOUT NORTHEASTERN MASSACHUSETTS.THE NANCY M. CAMMARATA CENTER FOR GENERAL INTERNAL MEDICINEIS LOCATED AT 67 SOUTH BEDFORD STREET IN BURLINGTON IS THE NEW FACILITY FOR PATIENTS TO RECEIVE GENERAL INTERNAL MEDICINE SERVICES. THESE NEW OFFICES ARE DESIGNED WITH A RADIOLOGY SUITE FOR X-RAYS, A PHLEBOTOMY STATION FOR BLOOD DRAWS, AND A PHARMACY TO HELP PROVIDE SEAMLESS CARE.AS EXPERTS IN ADULT MEDICINE, LAHEY PRIMARY CARE PROVIDERS WORK TOGETHER IN TEAMS TO DELIVER COMPREHENSIVE AND COMPASSIONATE HEALTH CARE. THE CAMMARATA CENTER FOR GENERAL INTERNAL MEDICINE INCLUDES 82 EXAM ROOMS IN 43,000 SQUARE FEET OF SPACE. MORE THAN 56 PHYSICIANS AND ADVANCED PRACTITIONERS WILL SEE 125,000 PATIENTS A YEAR IN THIS STATE-OF-THE-ART CENTER. ADDITIONALLY, THE OUTPATIENT SERVICES CENTER WILL OFFER ADDITIONAL SERVICES, INCLUDING RADIOLOGY, LABORATORY SERVICES AND AN ON-SITE PHARMACY. PATIENTS WILL ALSO HAVE ACCESS TO THE LAHEY PHYSICAL THERAPY AND DERMATOLOGY DEPARTMENTS, BOTH LOCATED IN THE SAME BUILDING AT 67 SOUTH BEDFORD STREET IN BURLINGTON. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LAHEY CLINIC, INC. IS PROUD TO OFFER AREA RESIDENTS A STATE-OF-THE-ART ENDOSCOPY CENTER. THE NEW SPACE, WHICH WILL GROW THE ENDOSCOPY SUITE FROM 4,500 TO MORE THAN 13,000 SQUARE FEET, WILL ALLOW THE NEW ENDOSCOPY CENTER TO MEET INCREASING DEMAND WHILE ENHANCING PATIENT EXPERIENCE.THE NEW CENTER INCLUDES NINE PROCEDURE ROOMS, INCLUDING TWO ADVANCED PROCEDURE ROOMS, 23 PRE-PROCEDURE AND POST-PROCEDURE BAYS FOR OUTPATIENTS AND INPATIENTS, LIGHT-FILLED WAITING ROOMS, AND ITS OWN ENTRANCE AND PARKING LOT. THE SPACE WILL ALSO INCLUDE UPDATED IMAGING EQUIPMENT, ADVANCED REPROCESSING TECHNOLOGY AND SEPARATE WORKFLOWS FOR OUTPATIENTS AND INPATIENTS.ADDITIONALLY, THIS NEW UNIT HAS THE LARGEST AUTOMATED CLEANING SYSTEM IN THE REGION, WHICH REDUCES THE RISK OF HUMAN ERROR AND CROSS-CONTAMINATION, ENSURING SAFE, PATIENT-READY ENDOSCOPES FOR EVERY PROCEDURE.LAHEY CLINIC, INC.'S ENDOSCOPY CENTER PROVIDES A FULL RANGE OF ENDOSCOPY CARE, WHETHER PATIENTS NEED A DIAGNOSIS OR TREATMENT FOR A GASTROINTESTINAL, COLON OR RECTAL CONDITION.PATIENTS RECEIVE A DIAGNOSIS AND CARE QUICKLY THROUGH LAHEY'S ENDOSCOPY ON DEMAND SERVICE. THE PROGRAM LETS A PATEINT'S PRIMARY CARE DOCTOR REFER THEM AND SCHEDULE DIAGNOSTIC AND URGENT THERAPEUTIC PROCEDURES FOR THE PATIENT RIGHT AWAY. A GASTROENTEROLOGIST DISCUSSES THE RESULTS WITH THE PATIENT AND THEIR DOCTOR.EXPERT ROUTINE AND ADVANCED CARETHE ENDOSCOPY CENTER PROVIDES EVERYTHING FROM COLON CANCER SCREENINGS TO TREATMENTS FOR SWALLOWING DISORDERS, BILE DUCT DISORDERS, AND TUMOR DIAGNOSIS USING ENDOSCOPIC ULTRASOUND.LAHEY OFFER SCREENINGS AND PROCEDURES FOR CONDITIONS OF THE FOLLOWING ORGANS AND BODY SYSTEMS: LIVER BILIARY TREE PANCREAS GASTROINTESTINAL TRACT, INCLUDING:O ESOPHAGUSO COLONO RECTUMLAHEY ENDOSCOPY SPECIALISTS ARE AT THE FOREFRONT OF FINDING NEW WAYS TO USE ENDOSCOPIC TOOLS AND PROCEDURES TO IMPROVE CARE AND TREATMENTS. BECAUSE IT IS A TEACHING HOSPITAL, LAHEY IS ABLE TO PROVIDE THE BEST LEADING-EDGE, EVIDENCE-BASED TREATMENTS.ITS ADVANCED TECHNOLOGY LETS LAHEY MAKE A PRECISE DIAGNOSIS AND PROVIDE TREATMENTS FOR CONDITIONS THAT CAN BE DIFFICULT TO PINPOINT. PATIENTS CAN RECEIVE CARE AT THE HOSPITAL'S ENDOSCOPY CENTER OR IN THEIR DOCTOR'S OFFICE.SERVICES INCLUDE: COLON CANCER SCREENINGS MOTILITY PROCEDURES, INCLUDING TESTS THAT MEASURE ACID REFLUX, CHECK YOUR PH LEVELS, OR MEASURE THE MUSCLE STRENGTH IN YOUR ESOPHAGUSLAHEY ALSO OFFERS MANY ADVANCED PROCEDURES THAT ALLOW YOUR DOCTOR TO VIEW AND TREAT CONDITIONS IN HARD-TO-REACH AREAS OF THE BILE DUCTS, PANCREAS AND SMALL INTESTINES.THESE PROCEDURES INCLUDE: ENTEROSCOPY ERCP (ENDOSCOPIC RETROGRADE CHOLANGIOPANCREATOGRAPHY) EUS (ENDOSCOPIC ULTRASOUND) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $361,458,888 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1571 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN BENNETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817445100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018050001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AIN CAROLYN | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BAILEY PHD ERIC M | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CONNOLLY ANN MARIE | ||||||||||
| TRUSTEE, CHAIR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CRANDALL ROGER W | ||||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRAWFORD MD BETSEY | ||||||||||
| TRUSTEE, PHYSICIAN | 40.00 | 2.00 | Yes (X) | $252,357 | $0 | $38,823 | ||||
| D'AGOSTINO MD RICHARD S | ||||||||||
| TRUSTEE, DIVISION CHAIR | 40.00 | 2.00 | Yes (X) | $870,040 | $0 | $73,934 | ||||
| EDMONDS JANE C | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ESKANDARIAN EDWARD | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HUNTER MD ALICE A | ||||||||||
| TRUSTEE, PHYSICIAN | 40.00 | 2.00 | Yes (X) | $638,803 | $0 | $64,323 | ||||
| IRVING JAMES | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENKINS MD ROGER L | ||||||||||
| TRUSTEE, PHYSICIAN | 40.00 | 2.00 | Yes (X) | $623,174 | $0 | $67,187 | ||||
| LANG DAVID | ||||||||||
| TRUSTEE, CHAIR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LONGWORTH MD DAVID | ||||||||||
| PRESIDENT LHMC | 1.00 | 61.00 | Yes (X) | $0 | $951,824 | $40,955 | Yes (X) | |||
| MCARDLE JOAN | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MCGOLDRICK LINDA | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MOURTZINOS MD ARTHUR P | ||||||||||
| TRUSTEE, PHYSICIAN | 40.00 | 2.00 | Yes (X) | $615,238 | $0 | $41,377 | ||||
| NESTO MD RICHARD | ||||||||||
| TREASURER | 1.00 | 65.00 | Yes (X) | $0 | $862,978 | $68,437 | Yes (X) | |||
| NORDBLOM PETER C | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PODUSKA J WILLIAM | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| REESE STUART | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| REID PONTE PATRICIA | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SALTSMAN MD WAYNE | ||||||||||
| TTEE (EX-OFF), PRES MED STAFF | 40.00 | 2.00 | Yes (X) | $285,245 | $0 | $61,021 | ||||
| SCHMERGEL GREG | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SORCINI MD ANDREA P | ||||||||||
| TRUSTEE MSA PRES/PHYS | 40.00 | 2.00 | Yes (X) | $549,704 | $0 | $37,832 | ||||
| SRINIVASAN MD JAYASHRI | ||||||||||
| TRUSTEE, DIVISION CHAIR | 40.00 | 2.00 | Yes (X) | $402,281 | $0 | $65,581 | ||||
| TABB MD KEVIN | ||||||||||
| TRUSTEE (EX-OFF), CEO | 1.00 | 65.00 | Yes (X) | $0 | $1,756,953 | $143,704 | Yes (X) | |||
| VILLANUEVA MD ANDREW G | ||||||||||
| TRUSTEE, CHIEF QUALITY OFFICER | 1.00 | 41.00 | Yes (X) | $0 | $480,319 | $49,359 | ||||
| WAJSGRAS DAVID | ||||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WINGER MD CHRISTINE | ||||||||||
| TRUSTEE , PHYSICIAN | 40.00 | 2.00 | Yes (X) | $496,386 | $0 | $65,117 | ||||
| BENNETT KEVIN | ||||||||||
| VP FINANCIAL SERVICES | 1.00 | 43.00 | $0 | $313,515 | $66,077 | Yes (X) | ||||
| FISCHER STEVEN P | ||||||||||
| TREASURER (EX-OFFICIO) | 1.00 | 62.00 | $0 | $770,210 | $75,762 | Yes (X) | ||||
| KATZ JAMIE | ||||||||||
| CLERK | 1.00 | 59.00 | $0 | $560,463 | $44,008 | Yes (X) | ||||
| LEAR MARYELLEN | ||||||||||
| ASSISTANT CLERK | 1.00 | 51.00 | $0 | $114,453 | $31,085 | Yes (X) | ||||
| LLOYD PETER R | ||||||||||
| ASST. TREAS & VP CORP. FIN. | 1.00 | 47.00 | $0 | $346,173 | $64,868 | Yes (X) | ||||
| O'CONNOR TIMOTHY | ||||||||||
| TREASURER, CFO | 1.00 | 57.00 | $0 | $1,108,721 | $197,547 | Yes (X) | ||||
| SPACKMAN JD DAVID G | ||||||||||
| CLERK AND GENERAL COUNSEL | 1.00 | 57.00 | $0 | $323,729 | $41,403 | Yes (X) | ||||
| ANTONIADES EFSTATHIOS | ||||||||||
| SR VP & COO LHMC | 1.00 | 40.00 | $0 | $561,424 | $54,023 | Yes (X) | ||||
| CANCELLIERI STEVEN R | ||||||||||
| VP HUMAN RESOURCES | 1.00 | 42.00 | $0 | $313,366 | $25,714 | Yes (X) | ||||
| CREIGHTON MD MALCOLM | ||||||||||
| DEPT CHAIR HOSP BASED SERVICES | 40.00 | 1.00 | $555,621 | $0 | $71,528 | Yes (X) | ||||
| DEMERS STEPHEN L | ||||||||||
| VP SURGICAL SERVICES | 1.00 | 40.00 | $0 | $448,462 | $58,692 | Yes (X) | ||||
| GALLAGHER MD DENIS W | ||||||||||
| COO DIVISION OF PRIMARY CARE | 1.00 | 42.00 | $0 | $471,476 | $38,456 | Yes (X) | ||||
| GUARINO RICHARD J | ||||||||||
| VP HOSPITAL BASED CLIN DEPT | 1.00 | 60.00 | $0 | $405,067 | $69,570 | Yes (X) | ||||
| LIESCHING MD TIMOTHY | ||||||||||
| CHIEF MEDICAL OFFICER | 40.00 | 2.00 | $439,274 | $0 | $75,482 | Yes (X) | ||||
| MARX MD JEFFREY L | ||||||||||
| INTERIM DEPARTMENT CHAIR | 40.00 | 1.00 | $804,594 | $0 | $69,385 | Yes (X) | ||||
| ROBERTS MD PATRICIA L | ||||||||||
| DEPARTMENT CHAIR SURGERY | 40.00 | 1.00 | $836,282 | $0 | $37,766 | Yes (X) | ||||
| GHOGAWALA MD ZOHER | ||||||||||
| DIV CHAIR, NEUROSURGERY & PHYS | 40.00 | 0.00 | $903,417 | $0 | $168,713 | Yes (X) | ||||
| KASPARYAN MD NURHAN G | ||||||||||
| DIV. CHAIR, ORTHO SURG. & PHYS | 40.00 | 0.00 | $762,108 | $0 | $68,947 | Yes (X) | ||||
| MAGGE MD SUBU N | ||||||||||
| PHYSICIAN | 40.00 | 0.00 | $750,321 | $0 | $64,009 | Yes (X) | ||||
| SMAROFF MD GREGORY | ||||||||||
| PHYSICIAN | 40.00 | 0.00 | $857,696 | $0 | $50,545 | Yes (X) | ||||
| WHITMORE MD ROBERT | ||||||||||
| PHYSICIAN | 40.00 | 0.00 | $769,460 | $0 | $47,835 | Yes (X) | ||||
| GRANT MD JD HOWARD R | ||||||||||
| FORMER TRUSTEE, PRESIDENT | 0.00 | 5.00 | $0 | $4,442,870 | $248,265 | Yes (X) | ||||
| ROSENBLATT MD MICHAEL S | ||||||||||
| FORMER CMO HOSPITAL | 40.00 | 1.00 | $519,362 | $0 | $67,410 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $11,931,363 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $14,232,003 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,554,740 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 839 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PHILIPS MEDICAL SYSTEMS & SUPPLIES | |||||
| PO BOX 100355 | ATLANTA | GA | 303840355 | SERVICE AGREEMENT - MEDICAL EQUIPMENT | $620,275 |
| OPTUM HEALTH CARE SOLUTIONS INC | |||||
| PO BOX 860216 | MINNEAPOLIS | MN | 554860216 | PATIENT HELP LINE | $359,838 |
| BARTON ASSOCIATES INC | |||||
| PO BOX 417844 | BOSTON | MA | 022417844 | PHYSICIAN COVERAGE - DERMATOLOGY | $302,549 |
| RADIATION ONCOLOGY ASSOCIATES PA | |||||
| 660 CHESTNUT STREET | MANCHESTER | NH | 03104 | PHYSICIAN COVERAGE - RADIATION ONCOLOGY | $298,345 |
| PROSCRIBE LLC | |||||
| 16414 SAN PEDRO SUITE 525 | SAN ANTONIO | TX | 78232 | SCRIBE SERVICES | $274,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $580,105 | FundraisingAmt |
| All Other Contributions | $6,290,894 | AllOtherContributionsAmt |
| Noncash Contributions | $191,384 | NoncashContributionsAmt |
| Total Contributions | $6,870,999 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT REVENUE | 621400 | $282,754,242 | $282,754,242 | |
| PHYSICIAN - PART A & T | 621400 | $8,784,008 | $8,784,008 | |
| OTHER PATIENT SERVICES | 621400 | $5,899,336 | $5,780,505 | $118,831 |
| SERVICES TO AFFILIATES | 621400 | $3,536,202 | $3,536,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $300,973,788 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,842,847 | TotalRevenueColumnAmt |
| Exclusion | $1,842,847 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,851 | TotalRevenueColumnAmt |
| Exclusion | $12,851 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,220 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $68,313 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,220 | SecuritiesAmt |
| Other | -$68,313 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$64,093 | TotalRevenueColumnAmt |
| Exclusion | -$64,093 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $195,273 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $580,105 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $210,323 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,050 | TotalRevenueColumnAmt |
| Exclusion | -$15,050 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $4,070 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $248 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,822 | TotalRevenueColumnAmt |
| Exclusion | $3,822 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TRAINING | 621400 | $3,307,999 | $3,307,999 | |
| EMPLOYEE LEASING | 621110 | $3,117,673 | $3,117,673 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $225,216 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $173,807 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $51,409 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,650,888 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,276,052 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $304,336,763 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,287,913 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,780,377 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,238,957 | TotalAmt |
| Program Services | $8,186,397 | ProgramServicesAmt |
| Management And General | $52,560 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,113,832 | TotalAmt |
| Program Services | $264,416,181 | ProgramServicesAmt |
| Management And General | $1,697,651 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,680,648 | TotalAmt |
| Program Services | $9,618,891 | ProgramServicesAmt |
| Management And General | $61,757 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,146,414 | TotalAmt |
| Program Services | $14,056,168 | ProgramServicesAmt |
| Management And General | $90,246 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,617,849 | TotalAmt |
| Program Services | $12,537,354 | ProgramServicesAmt |
| Management And General | $80,495 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137 | TotalAmt |
| Management And General | $137 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,466 | TotalAmt |
| Management And General | $42,466 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,210,874 | TotalAmt |
| Fundraising | $7,210,874 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,281,937 | TotalAmt |
| Program Services | $2,794,423 | ProgramServicesAmt |
| Management And General | $487,514 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,412 | TotalAmt |
| Management And General | $32,412 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,648,510 | TotalAmt |
| Program Services | $1,291,318 | ProgramServicesAmt |
| Management And General | $357,192 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,116 | TotalAmt |
| Program Services | $258,909 | ProgramServicesAmt |
| Management And General | $54,207 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,998,428 | TotalAmt |
| Program Services | $3,273,932 | ProgramServicesAmt |
| Management And General | $724,496 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,084,918 | TotalAmt |
| Program Services | $1,723,973 | ProgramServicesAmt |
| Management And General | $360,945 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,770,824 | TotalAmt |
| Program Services | $2,337,393 | ProgramServicesAmt |
| Management And General | $3,433,431 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,333 | TotalAmt |
| Program Services | $238,333 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMIN. & GENERAL | $48,477,276 | $36,414,357 | $12,062,919 |
| MEDICAL SUPPLIES | $4,320,296 | $4,311,259 | $9,037 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,217,227 | TotalAmt |
| Program Services | $361,458,888 | ProgramServicesAmt |
| Management And General | $19,547,465 | ManagementAndGeneralAmt |
| Fundraising | $7,210,874 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,231,434 | BOYAmt |
| EOY | $2,573,673 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,177,092 | BOYAmt |
| EOY | $15,086,267 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,240,190 | BOYAmt |
| EOY | $23,620,003 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,702 | BOYAmt |
| EOY | $175,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,790 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,228 | BOYAmt |
| EOY | $3,790 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,750,382 | BOYAmt |
| EOY | $50,558,165 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,113,268 | BOYAmt |
| EOY | $7,773,850 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,021,663 | BOYAmt |
| EOY | $83,519,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,691,959 | BOYAmt |
| EOY | $183,310,579 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,153,901 | BOYAmt |
| EOY | $102,312,176 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,354,322 | BOYAmt |
| EOY | $2,690,427 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,629,807 | BOYAmt |
| EOY | $12,225,610 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,138,030 | BOYAmt |
| EOY | $117,228,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,339,876 | BOYAmt |
| EOY | $4,339,876 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,034,533 | BOYAmt |
| EOY | $61,742,490 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,520 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,553,929 | BOYAmt |
| EOY | $66,082,366 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,691,959 | BOYAmt |
| EOY | $183,310,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$71,941,175 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,403,636 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $53,873,248 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,220,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,706,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,532,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,214,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,200,849 | CurrentTaxYearAmt |
| Total | $38,875,372 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $279,503,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $282,539,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $279,311,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $293,672,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,330,634 | CurrentTaxYearAmt |
| Total | $1,449,357,644 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $286,723,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $295,246,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $282,843,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,887,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $319,531,483 | CurrentTaxYearAmt |
| Total | $1,488,233,016 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $5,135 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $225,000 | CurrentTaxYearAmt |
| Total | $5,230,285 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $5,135 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $225,000 | CurrentTaxYearAmt |
| Total | $5,230,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,483,002,731 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$343,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$25,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $255,866 | CurrentTaxYearAmt |
| Total | $118,045 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$343,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$25,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $255,866 | CurrentTaxYearAmt |
| Total | $118,045 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $286,380,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $295,221,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $282,932,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $304,028,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $319,787,349 | CurrentTaxYearAmt |
| Total | $1,488,351,061 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99640 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $45,240 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $45,240 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | AS NOTED THROUGHOUT THIS FILING, ON MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH BECAME THE SOLE MEMBER OF, AMONG OTHER ENTITIES, LAHEY HEALTH SHARED SERVICES (LHSS), NORTHEAST HOSPITAL CORP (NHC) D/B/A/ BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITALS, WINCHESTER HOSPITAL AND THE LAHEY CLINIC FOUNDATION (LCF). LCF IN TURN SERVES AS THE SOLE MEMBER OF LAHEY CLINIC INC. AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER. PRIOR TO MARCH 1, 2019 ALL OF THESE ENTITIES WERE PART OF THE LAHEY HEALTH NETWORK. IN ADDITION, ALL OF THESE ENTITIES ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. AS PART OF ITS NETWORK SUPPORT FUNCTION LHSS PROVIDES GOVERNMENT RELATION SERVICES TO THE ENTITIES NOTED ABOVE AND OTHER NETWORK AFFILIATES. COSTS INCURRED BY LHSS ON BEHALF OF THESE AFFILIATES ARE CHARGED BACK TO AND ARE INCLUDED WITH OTHER COSTS REPORTED BY THE RESPECTIVE ORGANIZATIONS IN FORM 990, SCHEDULE C, POLITICAL CAMPAIGN AND LOBBYING ACTIVITIES, PART II-B. LAHEY CLINIC, INC. ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER NETWORK AFFILIATES AND/OR PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $ 45,240 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,863,650 | BeginningYearBalanceAmt |
| Contributions | $11,340,327 | ContributionsAmt |
| Investment Earnings Or Losses | $329,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,174,653 | OtherExpendituresAmt |
| Administrative Expenses | $27,042 | AdministrativeExpensesAmt |
| End Year Balance | $58,332,015 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,706,597 | BeginningYearBalanceAmt |
| Contributions | $11,550,702 | ContributionsAmt |
| Investment Earnings Or Losses | $4,067,048 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,428,614 | OtherExpendituresAmt |
| Administrative Expenses | $32,083 | AdministrativeExpensesAmt |
| End Year Balance | $70,863,650 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,133,159 | BeginningYearBalanceAmt |
| Contributions | $10,144,986 | ContributionsAmt |
| Investment Earnings Or Losses | $7,153,644 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,697,434 | OtherExpendituresAmt |
| Administrative Expenses | $27,758 | AdministrativeExpensesAmt |
| End Year Balance | $63,706,597 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,134,131 | BeginningYearBalanceAmt |
| Contributions | $13,391,623 | ContributionsAmt |
| Investment Earnings Or Losses | $4,336,124 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,703,222 | OtherExpendituresAmt |
| Administrative Expenses | $25,497 | AdministrativeExpensesAmt |
| End Year Balance | $52,133,159 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,810,141 | BeginningYearBalanceAmt |
| Contributions | $9,303,388 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,274,194 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,668,216 | OtherExpendituresAmt |
| Administrative Expenses | $36,988 | AdministrativeExpensesAmt |
| End Year Balance | $39,134,131 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,790 | OtherCostOrOtherBasisAmt |
| Book Value | $3,790 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,790 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS, OTHER | $38,274,125 |
| PROFESSIONAL INSURANCE RECEIVABLE | $22,810,803 |
| INTERCOMPANY RECEIVABLES | $13,131,687 |
| DEPOSIT INSURANCE RECEIVABLE | $7,557,385 |
| OTHER RECEIVABLES | $821,877 |
| ACCOUNTS RECEIVABLE - RESEARCH | $798,466 |
| ACCOUNTS RECEIVABLE - RENTAL AND OTHER MISCELLANEOUS BILLINGS | $99,101 |
| INVESTMENT - NEW ENGLAND COMMUNITY MEDICINE | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $83,519,444 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED MALPRACTICE COSTS | $9,488,874 |
| ESTIMATED THIRD-PARTY SETTLEMENTS | $2,736,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,225,610 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,697,428,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $307,869 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,525,151,127 | OtherRevenueAmt |
| Revenue Not Reported | $3,525,458,996 | RevenueNotReportedAmt |
| Revenue Subtotal | $171,969,004 | RevenueSubtotalAmt |
| Other Revenues Not Included | $144,307,049 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $144,307,049 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $316,276,053 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,594,794,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,366,749,274 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,366,749,274 | ExpensesNotReportedAmt |
| Expenses Subtotal | $228,044,726 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $160,172,500 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $160,172,500 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $388,217,226 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | LAHEY CLINIC, INC.'S ENDOWMENT FUNDS SUBSIDIZE THE COSTS OF PROVIDING SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOME FOR EVERY PATIENT. THE COSTS ARE FOR PATIENT CARE, PATIENT EDUCATION, CONTINUING EDUCATION OF HEALTH CARE PROVIDERS, RESEARCH, AND CAPITAL EXPENDITURES. |
| PART X, LINE 2: | EACH ENTITY WITHIN THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. THE SYSTEM DID NOT RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITIONS IN 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTION FOR OPERATIONS 6,649,551. CONSOLIDATED AFFILIATES NET ELIMINIATIONS 3,518,501,576. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | 5 MONTH REVENUE NOT IN AFS 126,692,192. RESTRICTED CONTRIBUTIONS 7,052,529. RESTRICTED REVENUE 1,562,848. PHYSICIAN PART A & T RECLASS TO REVENUE 8,784,008. RENTAL/ INVESTMENT RECLASS 215,472. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL/ FUNDRAISING/ INVESTMENT EXPENSE RECLASS -215,472. CONSOLIDATED AFFILIATES NET ELIMINIATIONS 3,375,748,754. PHYSICIAN PART A & T RECLASS TO REVENUE -8,784,008. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | 5 MONTH EXPENSES NOT IN AFS 160,172,500. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | CARDIOLOGY SERVICES | $2,014 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | GYNECOLOGICAL PROCEDURES | $1,299 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | MENTAL HEALTH SERVICES | $1,620 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | OPHTHALMOLOGY EQUIPMENT | $52,338 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CLINICAL AND EDUCATIONAL SERVICES | $9,424 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | EYE HEALTH SERVICES | $11,331 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CARDIOLOGY SERVICES | $1,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $79,462 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $79,462 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY HEALTH SHARED SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018050001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISER SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $7,210,874 | RetainedByContractorAmt |
| Net To Organization | $7,210,874 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $7,210,874 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $7,210,874 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 5K RACE/WALK (CANCER INSTITUTE 5K) | Event1Nm |
| Gross Receipts Event1 | $476,478 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $416,558 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $59,920 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $15,248 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $2,909 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $70,070 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA (LADIES NIGHT OUT) | Event2Nm |
| Gross Receipts Event2 | $154,715 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $96,826 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $57,889 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $25,041 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $13,168 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $144,185 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $66,721 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $77,464 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $13,960 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,700 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $18,551 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $950 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $39,226 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $775,378 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $580,105 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $195,273 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $29,208 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,700 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $46,501 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,450 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $122,464 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $210,323 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,050 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2B, COLUMN (III): | FormAndLineReferenceDesc |
| Explanation | AS NOTED THROUGHOUT THIS FILING, ON MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH BECAME THE SOLE MEMBER OF, AMONG OTHER ENTITIES, LAHEY HEALTH SHARED SERVICES (LHSS), NORTHEAST HOSPITAL CORP (NHC) D/B/A/ BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITALS, WINCHESTER HOSPITAL AND THE LAHEY CLINIC FOUNDATION (LCF). LCF IN TURN SERVES AS THE SOLE MEMBER OF LAHEY CLINIC INC. AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER. PRIOR TO MARCH 1, 2019 ALL OF THESE ENTITIES WERE PART OF THE LAHEY HEALTH NETWORK. IN ADDITION, ALL OF THESE ENTITIES ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. LAHEY CLINIC, INC. RECEIVES FUNDRAISING SUPPORT AND ASSISTANCE FROM LHSS. COSTS INCURRED BY LHSS ARE ALLOCATED TO, AND REPORTED BY, LAHEY CLINIC, INC. IN THIS FORM 990, SCHEDULE G, SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING OR GAMING ACTIVITIES, PART I. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (35 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAWFORD MD BETSEY | ||||||||||||||
| TRUSTEE, PHYSICIAN | $216,900 | $0 | $34,608 | $0 | $849 | $0 | $35,077 | $0 | $3,746 | $0 | $291,180 | $0 | $0 | $0 |
| D'AGOSTINO MD RICHARD S | ||||||||||||||
| TRUSTEE, DIVISION CHAIR | $771,929 | $0 | $57,855 | $0 | $40,256 | $0 | $36,100 | $0 | $37,834 | $0 | $943,974 | $0 | $0 | $0 |
| HUNTER MD ALICE A | ||||||||||||||
| TRUSTEE, PHYSICIAN | $563,390 | $0 | $39,124 | $0 | $36,289 | $0 | $36,100 | $0 | $28,223 | $0 | $703,126 | $0 | $0 | $0 |
| JENKINS MD ROGER L | ||||||||||||||
| TRUSTEE, PHYSICIAN | $577,914 | $0 | $23,504 | $0 | $21,756 | $0 | $36,100 | $0 | $31,087 | $0 | $690,361 | $0 | $0 | $0 |
| LONGWORTH MD DAVID | ||||||||||||||
| PRESIDENT LHMC | $0 | $751,466 | $0 | $175,000 | $0 | $25,358 | $0 | $29,398 | $0 | $11,557 | $0 | $992,779 | $0 | $0 |
| MOURTZINOS MD ARTHUR P | ||||||||||||||
| TRUSTEE, PHYSICIAN | $591,698 | $0 | $12,993 | $0 | $10,547 | $0 | $19,156 | $0 | $22,221 | $0 | $656,615 | $0 | $0 | $0 |
| NESTO MD RICHARD | ||||||||||||||
| TREASURER | $0 | $742,043 | $0 | $0 | $0 | $120,935 | $0 | $36,500 | $0 | $31,937 | $0 | $931,415 | $0 | $0 |
| SALTSMAN MD WAYNE | ||||||||||||||
| TTEE (EX-OFF), PRES MED STAFF | $260,356 | $0 | $0 | $0 | $24,889 | $0 | $25,984 | $0 | $35,037 | $0 | $346,266 | $0 | $0 | $0 |
| SORCINI MD ANDREA P | ||||||||||||||
| TRUSTEE MSA PRES/PHYS | $507,558 | $0 | $10,522 | $0 | $31,624 | $0 | $36,100 | $0 | $1,732 | $0 | $587,536 | $0 | $0 | $0 |
| SRINIVASAN MD JAYASHRI | ||||||||||||||
| TRUSTEE, DIVISION CHAIR | $373,871 | $0 | $19,450 | $0 | $8,960 | $0 | $34,798 | $0 | $30,783 | $0 | $467,862 | $0 | $0 | $0 |
| TABB MD KEVIN | ||||||||||||||
| TRUSTEE (EX-OFF), CEO | $0 | $1,184,747 | $0 | $552,000 | $0 | $20,206 | $0 | $93,674 | $0 | $50,030 | $0 | $1,900,657 | $0 | $0 |
| VILLANUEVA MD ANDREW G | ||||||||||||||
| TRUSTEE, CHIEF QUALITY OFFICER | $0 | $431,095 | $0 | $0 | $0 | $49,224 | $0 | $36,100 | $0 | $13,259 | $0 | $529,678 | $0 | $0 |
| WINGER MD CHRISTINE | ||||||||||||||
| TRUSTEE , PHYSICIAN | $401,142 | $0 | $64,252 | $0 | $30,992 | $0 | $36,100 | $0 | $29,017 | $0 | $561,503 | $0 | $0 | $0 |
| BENNETT KEVIN | ||||||||||||||
| VP FINANCIAL SERVICES | $0 | $301,839 | $0 | $0 | $0 | $11,676 | $0 | $36,100 | $0 | $29,977 | $0 | $379,592 | $0 | $0 |
| FISCHER STEVEN P | ||||||||||||||
| TREASURER (EX-OFFICIO) | $0 | $565,045 | $0 | $151,691 | $0 | $53,474 | $0 | $18,750 | $0 | $57,012 | $0 | $845,972 | $0 | $0 |
| KATZ JAMIE | ||||||||||||||
| CLERK | $0 | $415,671 | $0 | $111,276 | $0 | $33,516 | $0 | $17,792 | $0 | $26,216 | $0 | $604,471 | $0 | $0 |
| LLOYD PETER R | ||||||||||||||
| ASST. TREAS & VP CORP. FIN. | $0 | $327,976 | $0 | $0 | $0 | $18,197 | $0 | $36,500 | $0 | $28,368 | $0 | $411,041 | $0 | $0 |
| O'CONNOR TIMOTHY | ||||||||||||||
| TREASURER, CFO | $0 | $671,616 | $0 | $0 | $0 | $437,105 | $0 | $164,700 | $0 | $32,847 | $0 | $1,306,268 | $0 | $0 |
| SPACKMAN JD DAVID G | ||||||||||||||
| CLERK AND GENERAL COUNSEL | $0 | $318,145 | $0 | $0 | $0 | $5,584 | $0 | $29,398 | $0 | $12,005 | $0 | $365,132 | $0 | $0 |
| ANTONIADES EFSTATHIOS | ||||||||||||||
| SR VP & COO LHMC | $0 | $410,853 | $0 | $134,000 | $0 | $16,571 | $0 | $19,156 | $0 | $34,867 | $0 | $615,447 | $0 | $0 |
| CANCELLIERI STEVEN R | ||||||||||||||
| VP HUMAN RESOURCES | $0 | $291,666 | $0 | $10,000 | $0 | $11,700 | $0 | $24,147 | $0 | $1,567 | $0 | $339,080 | $0 | $0 |
| CREIGHTON MD MALCOLM | ||||||||||||||
| DEPT CHAIR HOSP BASED SERVICES | $487,796 | $0 | $15,540 | $0 | $52,285 | $0 | $36,100 | $0 | $35,428 | $0 | $627,149 | $0 | $0 | $0 |
| DEMERS STEPHEN L | ||||||||||||||
| VP SURGICAL SERVICES | $0 | $331,950 | $0 | $115,200 | $0 | $1,312 | $0 | $25,984 | $0 | $32,708 | $0 | $507,154 | $0 | $0 |
| GALLAGHER MD DENIS W | ||||||||||||||
| COO DIVISION OF PRIMARY CARE | $0 | $374,373 | $0 | $95,000 | $0 | $2,103 | $0 | $29,398 | $0 | $9,058 | $0 | $509,932 | $0 | $0 |
| GUARINO RICHARD J | ||||||||||||||
| VP HOSPITAL BASED CLIN DEPT | $0 | $318,759 | $0 | $84,900 | $0 | $1,408 | $0 | $34,798 | $0 | $34,772 | $0 | $474,637 | $0 | $0 |
| LIESCHING MD TIMOTHY | ||||||||||||||
| CHIEF MEDICAL OFFICER | $372,644 | $0 | $41,750 | $0 | $24,880 | $0 | $31,898 | $0 | $43,584 | $0 | $514,756 | $0 | $0 | $0 |
| MARX MD JEFFREY L | ||||||||||||||
| INTERIM DEPARTMENT CHAIR | $680,866 | $0 | $91,645 | $0 | $32,083 | $0 | $36,100 | $0 | $33,285 | $0 | $873,979 | $0 | $0 | $0 |
| ROBERTS MD PATRICIA L | ||||||||||||||
| DEPARTMENT CHAIR SURGERY | $775,500 | $0 | $23,820 | $0 | $36,962 | $0 | $36,100 | $0 | $1,666 | $0 | $874,048 | $0 | $0 | $0 |
| GHOGAWALA MD ZOHER | ||||||||||||||
| DIV CHAIR, NEUROSURGERY & PHYS | $768,553 | $0 | $24,550 | $0 | $110,314 | $0 | $125,984 | $0 | $42,729 | $0 | $1,072,130 | $0 | $0 | $0 |
| KASPARYAN MD NURHAN G | ||||||||||||||
| DIV. CHAIR, ORTHO SURG. & PHYS | $677,633 | $0 | $78,055 | $0 | $6,420 | $0 | $36,100 | $0 | $32,847 | $0 | $831,055 | $0 | $0 | $0 |
| MAGGE MD SUBU N | ||||||||||||||
| PHYSICIAN | $696,744 | $0 | $11,187 | $0 | $42,390 | $0 | $31,384 | $0 | $32,625 | $0 | $814,330 | $0 | $0 | $0 |
| SMAROFF MD GREGORY | ||||||||||||||
| PHYSICIAN | $838,406 | $0 | $18,480 | $0 | $810 | $0 | $19,156 | $0 | $31,389 | $0 | $908,241 | $0 | $0 | $0 |
| WHITMORE MD ROBERT | ||||||||||||||
| PHYSICIAN | $736,621 | $0 | $13,799 | $0 | $19,040 | $0 | $15,742 | $0 | $32,093 | $0 | $817,295 | $0 | $0 | $0 |
| GRANT MD JD HOWARD R | ||||||||||||||
| FORMER TRUSTEE, PRESIDENT | $0 | $842,784 | $0 | $0 | $0 | $3,600,086 | $0 | $219,222 | $0 | $29,043 | $0 | $4,691,135 | $0 | $0 |
| ROSENBLATT MD MICHAEL S | ||||||||||||||
| FORMER CMO HOSPITAL | $444,310 | $0 | $43,270 | $0 | $31,782 | $0 | $36,100 | $0 | $31,310 | $0 | $586,772 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | SCHEDULE J PART I QUESTION 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN LAHEY CLINIC, INC.'S (LCI) FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 DETAIL. DURING THE 2018 CALENDAR YEAR, HOWARD GRANT, MD, JD BECAME ELIGIBLE FOR SEVERANCE. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. SCHEDULE J PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN LAHEY CLINIC, INC.'S (LCI) FORM 990 FOR THE FISCAL YEAR ENDED FEBRUARY 28, 2019 IS CALENDAR YEAR 2018 DETAIL. DURING THE 2018 CALENDAR YEAR, LCI WAS A PARTICIPATING EMPLOYER IN THE LAHEY CLINIC 457(F) NON-QUALIFIED DEFINED CONTRIBUTION PLAN AND THE LAHEY CLINIC 457(B) RETIREMENT SAVINGS PLAN. PURSUANT TO THESE PLANS, ELIGIBLE EMPLOYEES RECEIVED CERTAIN RETIREMENT BENEFITS AND/OR COULD DEFER PART OF THEIR COMPENSATION. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. AMOUNTS DEFERRED BY PARTICIPANTS OR CONTRIBUTIONS RECEIVED BY PARTICIPANTS AND RELATED TO THESE PLANS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. |
| PART I, LINE 7 | SCHEDULE J PART I QUESTION 7 NON-FIXED PAYMENTS THE LCI EXECUTIVE COMPENSATION PACKAGES AND CERTAIN EMPLOYEE COMPENSATION PACKAGES INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING PRE-DETERMINED GOALS. FOR CALENDAR YEAR 2018 WHICH IS THE PERIOD FOR WHICH COMPENSAITON IS REPORTED IN THIS FILING, LAHEY HEALTH SYSTEM, INC. (LHSI) SERVED AS THE PARENT TO THE LAHEY HEALTH SYSTEM AND SERVED AS THE SOLE MEMBER OF THE LAHEY CLINIC FOUNDATION WHICH IN TURN SERVED AS THE SOLE MEMBER OF LCI. AS REPORTED IN THIS FORM 990, LHSI MAINTAINED A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD. INCENTIVE COMPENSATION FOR EACH EXECUTIVE REPORTED IN THIS FORM 990 WAS REVIEWED AND APPROVED BY THE LHSI COMPENSTION COMMITTEE. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | THE FILING ORGANIZATION HAS PROVIDED DETAILED NARRATIVE DISCLOSURE FOR EACH INDIVIDUAL LISTED IN PART VII. NOTE, HOWEVER, THAT THE ORDER OF THE NARRATIVE DISCLOSURE INCLUDED BELOW MAY NOT COINCIDE WITH THE ORDER OF THE INDIVIDUALS LISTED IN PART VII. AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THIS FORM 990 FOR LAHEY CLINIC, INC.'S FINAL FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 DETAIL. REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN. OTHER REPORTABLE COMPENSATION: AMOUNTS QUANTIFIED IN OTHER REPORTABLE COMPENSATION WHICH MAY NOT BE SEPARATELY NOTED IN THIS FILING INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; DISTRIBUTIONS FROM A 457(B) PLAN; AMOUNTS INCLUDIBLE IN INCOME UNDER A 457(F) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED RETIREMENT BENEFITS; OTHER TAXABLE RETIREMENT BENEFITS. DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE. ALL TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF TRUSTEE, AS DENOTED BY THE LISTED TITLES. LAHEY HEALTH SYSTEM, INC., LAHEY CLINIC,, INC., LAHEY HEALTH SHARED SERVICES, INC., NORTHEAST MEDICAL PRACTICE, INC., WINCHESTER PHYSICIAN ASSOCIATES, INC., AND WINCHESTER HOSPITAL MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS LHSI, LC, LHSS, NMP, WPA, AND WH RESPECTIVELY. AIN, CAROLYN TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. MS. AIN'S TERM ON THE BOARDS LISTED ABOVE ENDED SEPTEMBER 30, 2019. BAILEY P.H.D., ERIC M. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. FISCHER, STEVEN EFFECTIVE MARCH 1, 2019 MR. FISCHER HELD THE FOLLOWING POSITIONS: EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. TREASURER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR AND TREASURER BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. TREASURER (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER BETH ISRAEL DEACONESS HOSPITAL MILTON TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH TRUSTEE (EX-OFFICIO) AND TREASURER BETH ISRAEL DEACONESS MILTON PHYSICIANS ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION TREASURER (EX-OFFICIO) MOUNT AUBURN HOSPITAL TREASURER (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE AND TREASURER COMMUNITY PHYSICIANS ASSOCIATES TRUSTEE AND TREASURER JORDAN PHYSICIAN ASSOCIATES DIRECTOR AND TREASURER JORDAN HEALTH SYSTEMS, INC. TREASURER (EX-OFFICIO) ANNA JACQUES HOSPITAL TREASURER (EX-OFFICIO) SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE AND TREASURER LAHEY HEALTH SHARED SERVICES, INC. TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. F/K/A LAHEY PHYSICIAN COMMUNITY ORGANIZATION I, INC. TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND TREASURER NORTHEAST HEALTH SYSTEM, INC. TREASURER NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND TREASURER NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE (EX-OFFICIO) AND TREASURER WINCHESTER HOSPITAL FOUNDATION, INC. TREASURER WINCHESTER HEALTHCARE MANAGEMENT, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TREASURER (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND TREASURER NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND TREASURER CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND TREASURER HEALTH & EDUCATION HOUSING SERVICES, INC. TREASURER (EX-OFFICIO) WINCHESTER HOSPITAL ASSISTANT TREASURER MEDICAL CARE OF BOSTON MANAGEMENT CORP A/K/A AFFILIATED PHYSICIANS GROUP TREASURER LEDGEWOOD HEALTH CARE CORP. MR. FISCHER HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: ASSISTANT TREASURER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR AND TREASURER BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. DIRECTOR BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR MILTON HOSPITAL FOUNDATION DIRECTOR COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH DIRECTOR JORDAN PHYSICIAN ASSOCIATES DIRECTOR JORDAN HEALTH SYSTEMS, INC. AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 565,046 INCENTIVE COMPENSATION: 151,691 OTHER REPORTABLE COMPENSATION: 53,474 DEFERRED COMPENSATION: 18,750 NON-TAXABLE BENEFITS: 57,012 OTHER REPORTABLE COMPENSATION FOR MR. FISCHER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $47,015. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | KATZ, J.D., JAMIE EFFECTIVE MARCH 1, 2019, MR. KATZ HELD THE FOLLOWING POSITIONS: GENERAL COUNSEL AND CLERK (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR AND CLERK BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM CLERK (EX-OFFICIO) MOUNT AUBURN HOSPITAL CLERK (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON CLERK COMMUNITY PHYSICIANS ASSOCIATION, INC. CLERK BETH ISRAEL DEACONESS MILTON PHYSICIAN ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH CLERK (EX-OFFICIO) JORDAN PHYSICIANS ASSOCIATES, INC. CLERK JORDAN HEALTH SYSTEMS CLERK (EX-OFFICIO) ANNA JACQUES HOSPITAL CLERK (EX-OFFICIO) SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE AND CLERK LAHEY HEALTH SHARED SERVICES, INC. TRUSTEE, CHAIR, PRESIDENT AND CLERK BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. CLERK (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND CLERK NORTHEAST HEALTH SYSTEM, INC. CLERK NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND CLERK NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CLERK SEACOAST NURSING & REHABILITATION CENTER, INC. CLERK (EX-OFFICIO) WINCHESTER HOSPITAL FOUNDATION, INC. CLERK WINCHESTER HEALTHCARE MANAGEMENT, INC. CLERK (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. CLERK (EX-OFFICIO) LAHEY CLINIC, INC. CLERK (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER CLERK (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND CLERK NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND CLERK NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND CLERK CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND CLERK HEALTH & EDUCATION HOUSING SERVICES, INC. CLERK (EX-OFFICIO) WINCHESTER HOSPITAL MR. KATZ HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: SENIOR VICE PRESIDENT AND GENERAL COUNSEL BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR AND CLERK BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 415,671 INCENTIVE COMPENSATION: 111,276 OTHER REPORTABLE COMPENSATION: 33,516 DEFERRED COMPENSATION: 17,792 NON-TAXABLE BENEFITS: 26,216 OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $30,123. TABB, M.D., KEVIN EFFECTIVE MARCH 1, 2019 DR. TABB HELD THE FOLLOWING POSITIONS: PRESIDENT, CHIEF EXECUTIVE OFFICER, AND TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. DIRECTOR AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER LAHEY CLINIC, INC. TRUSTEE, PRESIDENT, AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SHARED SERVICES, INC. DIRECTOR AND PRESIDENT BIDMC PHARMACY, INC. TRUSTEE (EX-OFFICIO), CHAIRMAN, AND PRESIDENT NORTHEAST HEALTH SYSTEM, INC. TRUSTEE (EX-OFFICIO), PRESIDENT, CHAIRMAN AND CHIEF EXECUTIVE OFFICER NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO), CHAIRMAN AND PRESIDENT SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT WINCHESTER HOSPITAL FOUNDATION, INC. CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO), CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER LAHEY CLINIC FOUNDATION, INC. CHIEF EXECUTIVE OFFICER NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER CAB HEALTH & RECOVERY SERVICES, INC. CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL MILTON CHIEF EXECUTIVE OFFICER MILTON HOSPITAL FOUNDATION CHIEF EXECUTIVE OFFICER COMMUNITY PHYSICIANS ASSOCIATION CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL NEEDHAM CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH CHIEF EXECUTIVE OFFICER MOUNT AUBURN HOSPITAL CHIEF EXECUTIVE OFFICER NEW ENGLAND BAPTIST HOSPITAL CHIEF EXECUTIVE OFFICER JORDAN HEALTH SYSTEMS, INC. CHIEF EXECUTIVE OFFICER JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER HEALTH & EDUCATION HOUSING SERVICES, INC. PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL IN ADDITION TO THE POSITIONS NOTED ABOVE, EFFECTIVE MARCH 1, 2019 DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNATE: TRUSTEE (EX-OFFICIO NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO BETH ISRAEL DEACONESS HOSPITAL MILTON, BETH ISRAEL DEACONESS MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) MOUNT AUBURN HOSPITAL TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) ANNA JACQUES HOSPITAL, INC. TRUSTEE (EX-OFFICIO) SEACOAST AFFILIATED GROUP PRACTICES, INC. DR. TABB HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: DIRECTOR AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR MILTON HOSPITAL FOUNDATION DIRECTOR COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR JORDAN HEALTH SYSTEMS, INC. DIRECTOR JORDAN PHYSICIAN ASSOCIATES, INC. DIRECTOR BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH DIRECTOR AND PRESIDENT BIDMC PHARMACY, INC. TRUSTEE (EX-OFFICIO) AND CO-CHAIR CARL J. SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD MEDICAL SCHOOL & BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 1,184,748 INCENTIVE COMPENSATION: 552,000 OTHER REPORTABLE COMPENSATION: 20,206 DEFERRED COMPENSATION: 93,674 NON-TAXABLE BENEFITS: 50,030 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES $94,326 COMBINED PAYMENTS TO NONQUALIFIED RETIREMENT PLANS PLUS THE INCREASE/DECREASE IN VALUE OF THOSE ACCOUNTS DURING THE 2018 CALENDAR YEAR. OF THIS AMOUNT, $80,324 WAS UNVESTED AT SEPTEMBER 30, 2019. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | CONNOLLY, ANN MARIE TRUSTEE AND CHAIR LAHEY CLINIC HOSPITAL, INC. TRUSTEE AND CHAIR LAHEY CLINIC, INC. TRUSTEE AND CHAIR LAHEY CLINIC FOUNDATION, INC. MS. CONNOLLY'S TERM ON THE BOARDS LISTED ABOVE ENDED SEPTEMBER 30, 2019. CRANDALL, ROGER W. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. ESKANDARIAN, EDWARD TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. MR. ESKANDARIAN'S TERM ON THE BOARDS AS LISTED ABOVE ENDED NOVEMBER 14, 2018. LANG, DAVID TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. MCARDLE, JOAN TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. MCGOLDRICK, LINDA TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. MS. MCGOLDRICK'S TERM ON THE BOARDS LISTED ABOVE ENDED SEPTEMBER 30, 2019. NORDBLOM, PETER C. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. PODUSKA, WILLIAM J. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. REESE, STUART TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. REID PONTE, PATRICIA TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. MS. REID PONTE COMMENCED HER ROLES ON THE ABOVE LISTED BOARDS EFFECTIVE MARCH 1, 2019. WAJSGRAS, DAVID TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. MR. WAJGRAS' TERM ON THE BOARDS LISTED ABOVE ENDED SEPTEMBER 30, 2019. LIESCHING, M.D., TIMOTHY TRUSTEE - BETH ISRAEL LAHEY HEALTH DIVISION CHAIR, PULMONOLOGY AND CRITICAL CARE -- LAHEY CLINIC , INC. DIVISION CHAIR, PULMONOLOGY AND CRITICAL CARE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER CHIEF MEDICAL OFFICER -- LAHEY CLINIC , INC. CHIEF MEDICAL OFFICER LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER DR LIESCHING SERVED AS THE DIVISION CHAIR, PULMONOLOGY AND CRITICAL CARE THROUGH DECEMBER 31, 2018 AND COMMENCED HIS ROLE AS CHIEF MEDICAL OFFICER EFFECTIVE JANUARY 9, 2019. DR. LIESCHING'S TERM ON THE BETH ISRAEL LAHEY HEALTH'S BOARD BEGAN ON MARCH 1, 2019. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 395,977 INCENTIVE COMPENSATION: 41,750 OTHER REPORTABLE COMPENSATION: 1,547 DEFERRED COMPENSATION: 31,898 NON-TAXABLE BENEFITS: 43,584 GRANT, M.D., J.D., HOWARD R. DR. GRANT HELD THE FOLLOWING POSITIONS THROUGH HIS RETIREMENT ON SEPTEMBER 30, 2018: FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SYSTEM, INC. FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SHARED SERVICES, INC. FORMER PRESIDENT, TRUSTEE AND CHIEF EXECUTIVE OFFICER LAHEY CLINIC FOUNDATION, INC. FORMER PRESIDENT, TRUSTEE AND CHIEF EXECUTIVE OFFICER LAHEY CLINIC , INC. FORMER PRESIDENT, TRUSTEE AND CHIEF EXECUTIVE OFFICER LAHEY CLINIC HOSPITAL , INC. FORMER TRUSTEE, OFFICER, PRESIDENT AND CHIEF EXECUTIVE OFFICER BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER ADDISON GILBERT SOCIETY FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER NORTHEAST HEALTH SYSTEM, INC. FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER NORTHEAST PROFESSIONAL REGISTRY OF NURSES FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER NORTHEAST SENIOR HEALTH CORPORATION FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER SEACOAST NURSING & REHABILITATION CENTER, INC. FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER WINCHESTER HOSPITAL FOUNDATION, INC. FORMER PRESIDENT AND TRUSTEE WINCHESTER HEALTHCARE MANAGEMENT, INC. FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER NORTHEAST HOSPITAL CORPORATION FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER NORTHEAST MEDICAL PRACTICE, INC. FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER NORTHEAST BEHAVIORAL HEALTH CORPORATION FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER CAB HEALTH & RECOVERY SERVICES, INC. FORMER PRESIDENT, TRUSTEE AND CHIEF EXECUTIVE OFFICER HEALTH & EDUCATION HOUSING SERVICES, INC. FORMER TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER WINCHESTER HOSPITAL FORMER PRESIDENT AND DIRECTOR LEDGEWOOD HEALTHCARE CORPORATION FORMER PRESIDENT AND DIRECTOR NORTHEAST PROPRIETARY CORPORATION FORMER TRUSTEE -- CONCORD SPECIALISTS, LLC DR. GRANT'S POSITION AS LAHEY HEALTH SYSTEM, INC.'S PRESIDENT, TRUSTEE AND CHIEF EXECUTIVE OFFICER AS WELL AS HIS OTHER POSITIONS AT THE LAHEY AFFILIATES NOTED ABOVE, ENDED SEPTEMBER 30, 2018. AS REQUIRED BY THIS FORM 990, THE COMPENSATION AND BENEFITS REPORTED BELOW ARE FOR THE CALENDAR YEAR 2018. PAYMENTS REPORTED BY LHSI: BASE COMPENSATION: 842,785 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,600,085 DEFERRED COMPENSATION: 219,222 NON-TAXABLE BENEFITS: 29,044 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. GRANT INCLUDES TAXABLE SALARY CONTINUATION PAYMENTS IN THE AMOUNT OF $3,061,352 WHICH VESTED AT THE TIME OF DR. GRANT'S RETIREMENT AND $220,000 INCLUDABLE IN INCOME UNDER 457(F). IN ADDITION, DEFERRED COMPENSATION INCLUDES $189,341 OF DEFERRED RETIREMENT BENEFITS WHICH WERE PAID TO DR. GRANT AFTER MARCH 15, 2019. AS REQUIRED BY THE FORM 990, THESE AMOUNTS WILL BE REPORTED AGAIN AS OTHER REPORTABLE COMPENSATION IN THE LAHEY AFFILIATE TAX RETURNS COVERING THE FISCAL YEAR ENDING SEPTEMBER 30, 2020. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | O'CONNOR, TIMOTHY MR. O'CONNOR HELD THE FOLLOWING POSITIONS COMMENCING ON MARCH 1, 2019: FINANCE INTEGRATION LEAD, BETH ISRAEL LAHEY HEALTH MR. O'CONNOR HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: TREASURER, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER LAHEY HEALTH SYSTEM, INC. TRUSTEE, TREASURER AND CHIEF FINANCIAL OFFICER LAHEY HEALTH SHARED SERVICES TRUSTEE, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. TREASURER, EXECUTIVE VICE PRESIDENT, AND CHIEF FINANCIAL OFFICER ADDISON GILBERT SOCIETY, INC. TRUSTEE, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER NORTHEAST HEALTH SYSTEM, INC. TRUSTEE, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER NORTHEAST PROFESSIONAL REGISTRY OF NURSES EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER WINCHESTER HOSPITAL FOUNDATION, INC. TREASURER, EXECUTIVE VICE PRESIDENT, AND CHIEF FINANCIAL OFFICER WINCHESTER HEALTHCARE MANAGEMENT, INC. TREASURER AND CHIEF FINANCIAL OFFICER LAHEY CLINIC FOUNDATION, INC. TREASURER AND CHIEF FINANCIAL OFFICER LAHEY CLINIC, INC. TREASURER AND CHIEF FINANCIAL OFFICER LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TREASURER, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER NORTHEAST HOSPITAL CORPORATION TRUSTEE, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER NORTHEAST MEDICAL PRACTICE, INC. TREASURER, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE, EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND TREASURER HEALTH & EDUCATION HOUSING SERVICES, INC. TREASURER, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER WINCHESTER HOSPITAL DIRECTOR AND TREASURER -- LAHEY CLINICAL PERFORMANCE NETWORK ACCOUNTABLE CARE ORGANIZATION TREASURER -- LAHEY CLINICAL PERFORMANCE NETWORK, LLC DIRECTOR AND TREASURER -- LEDGEWOOD HEALTHCARE CORPORATION DIRECTOR AND TREASURER -- NORTHEAST PROPRIETARY CORP. TRUSTEE CONCORD SPECIALISTS, LLC AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PAYMENTS REPORTED BY LHSI: BASE COMPENSATION: 671,617 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 437,105 DEFERRED COMPENSATION: 164,700 NON-TAXABLE BENEFITS: 32,847 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. O'CONNOR INCLUDES CONTRIBUTIONS TO A 457(F) PLAN AND AN INCREASE IN VALUE OF THAT PLAN TOTALING $506,458. OF THAT AMOUNT $128,200 WAS UNVESTED AT SEPTEMBER 30, 2019. LEAR, MARYELLEN MS. LEAR SERVES IN THE FOLLOWING POSITIONS EFFECTIVE MARCH 1, 2019: DIRECTOR GOVERNANCE AND BOARD RELATIONS -- BETH ISRAEL LAHEY HEALTH, INC ASSISTANT CLERK -- LAHEY CLINIC FOUNDATION, INC. ASSISTANT CLERK -- LAHEY CLINIC HOSPITAL, INC. ASSISTANT CLERK -- LAHEY CLINIC, INC. ASSISTANT CLERK -- NORTHEAST HOSPITAL CORPORATION MS. LEAR HELD THE ADDITIONAL POSITONS BELOW THROUGH MARCH 1, 2019 UNLESS OTHERWISE SPECIFIED: ASSISTANT SECRETARY LAHEY HEALTH SYSTEM, INC. ASSISTANT SECRETARY AND DIRECTOR LEGAL SUPPORT SERVICES -- LAHEY HEALTH SHARED SERVICES, INC. ASSISTANT SECRETARY -- ADDISON GILBERT SOCIETY, INC. ASSISTANT CLERK -- LEDGEWOOD HEALTHCARE CORPORATION ASSISTANT CLERK -- NORTHEAST BEHAVIORAL HEALTH CORPORATION ASSISTANT CLERK -- NORTHEAST HEALTH SYSTEM, INC. ASSISTANT CLERK -- NORTHEAST MEDICAL PRACTICE INC. ASSISTANT CLERK -- NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. (THROUGH OCTOBER 25, 2018) ASSISTANT CLERK -- NORTHEAST PROPRIETARY CORPORATION ASSISTANT CLERK -- NORTHEAST SENIOR HEALTH CORPORATION (THROUGH OCTOBER 25, 2018) ASSISTANT CLERK -- SEACOAST NURSING AND REHABILITATION CENTER, INC. PAYMENTS REPORTED BY LAHEY HEALTH SHARED SERVICES, INC.: BASE COMPENSATION: 102,841 INCENTIVE COMPENSATION: 11,143 OTHER REPORTABLE COMPENSATION: 469 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 31,085 JENKINS M.D., ROGER TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. SURGEON, TRANSPLANTATION AND GENERAL SURGERY LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 577,914 INCENTIVE COMPENSATION: 23,504 OTHER REPORTABLE COMPENSATION: 21,756 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 31,087 D'AGOSTINO M.D., RICHARD TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. DIVISION CHAIR OF THORACIC & CARDIOVASCULAR SURGERY LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 771,929 INCENTIVE COMPENSATION: 57,855 OTHER REPORTABLE COMPENSATION: 40,256 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 37,834 VILLANUEVA M.D., ANDREW TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. INTERIM CHAIR, DEPARTMENT OF MEDICINE, -- LAHEY CLINIC HOSPITAL INTERIM CHAIR, DEPARTMENT OF MEDICINE, -- LAHEY CLINIC INC. CHIEF QUALITY OFFICER AND PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER: BASE COMPENSATION: 431,095 INCENTIVE COMPENSATION: OTHER REPORTABLE COMPENSATION: 49,224 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 13,259 CRAWFORD M.D., BETSEY TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. PHYSICIAN, INTERNAL MEDICINE LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 216,900 INCENTIVE COMPENSATION: 34,608 OTHER REPORTABLE COMPENSATION: 849 DEFERRED COMPENSATION: 35,077 NON-TAXABLE BENEFITS: 3,746 MOURTZINOS M.D., ARTHUR P. TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC UROLOGIST LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 591,698 INCENTIVE COMPENSATION: 12,993 OTHER REPORTABLE COMPENSATION: 10,547 DEFERRED COMPENSATION: 19,156 NON-TAXABLE BENEFITS: 22,221 |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | NESTO, M.D., RICHARD EFFECTIVE MARCH 1, 2019, DR. NESTO HELD THE FOLLOWING POSITIONS: CHIEF MEDICAL OFFICER, BETH ISRAEL LAHEY HEALTH TRUSTEE (EX-OFFICIO, BILH CEO DESIGNATE) ANNA JAQUES HOSPITAL TRUSTEE (EX-OFFICIO) SEACOAST AFFILIATES GROUP PRACTICE TRUSTEE (EX-OFFICIO, BILH CEO DESIGNATE) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO, BILH CEO DESIGNATE) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) WINCHESTER HEALTHCARE MANAGEMENT, INC. DIRECTOR, WINCHESTER PHYSICIAN ASSOCIATES DIRECTOR, CONCORD SPECIALISTS, LLC DR. NESTO HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: TRUSTEE (EX-OFFICIO) AND PRESIDENT LAHEY HEALTH SHARED SERVICES, INC. TRUSTEE AND PRESIDENT BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. F/K/A LAHEY PHYSICIAN COMMUNITY ORGAIZATION I, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT NORTHEAST HEALTH SYSTEM, INC. TRUSTEE AND PRESIDENT NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND PRESIDENT NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND PRESIDENT SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT WINCHESTER HOSPITAL FOUNDATION, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT LAHEY CLINIC FOUNDATION, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE (EX-OFFICIO) & PRESIDENT NORTHEAST HOSPITAL CORPORATION TRUSTEE AND PRESIDENT NORTHEAST MEDICAL PRACTICE TRUSTEE (EX-OFFICIO) AND PRESIDENT NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND PRESIDENT CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND PRESIDENT HEALTH & EDUCATION HOUSING SERVICES, INC. TRUSTEE AND PRESIDENT WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO), PRESIDENT, AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SYSTEM, INC. PRESIDENT AND DIRECTOR LEDGEWOOD HEALTHCARE CORPORATION PRESIDENT AND DIRECTOR NORTHEAST PROPRIETARY CORPORATION DIRECTOR -- WINCHESTER PHYSICIAN ASSOCIATES AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PAYMENTS REPORTED BY LHSI: BASE COMPENSATION: 742,043 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 120,935 DEFERRED COMPENSATION: 36,500 NON-TAXABLE BENEFITS: 31,937 OTHER REPORTABLE COMPENSATION FOR DR. NESTO INCLUDES COMBINED PAYMENTS TO, AND CHANGE IN VALUE OF, A 457(F) PLAN IN THE AMOUNT OF $83,602. HUNTER M.D., ALICE TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. ORTHOPEDIC SURGEON, DIRECTOR OF HAND SURGERY LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 563,389 INCENTIVE COMPENSATION: 39,124 OTHER REPORTABLE COMPENSATION: 36,289 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 28,223 WINGER M.D., CHRISTINE TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 401,142 INCENTIVE COMPENSATION: 64,252 OTHER REPORTABLE COMPENSATION: 30,992 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 29,017 SRINIVASAN M.D., PH.D., FRCP, JAYASHRI TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC.. NEUROLOGIST AND DIVISION CHAIR NEUROLOGY AND PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 373,870 INCENTIVE COMPENSATION: 19,450 OTHER REPORTABLE COMPENSATION: 8,960 DEFERRED COMPENSATION: 34,798 NON-TAXABLE BENEFITS: 30,783 SALTSMAN M.D., WAYNE TRUSTEE (EX OFFICIO), PRESIDENT OF MEDICAL STAFF LAHEY CLINIC HOSPITAL, INC. TRUSTEE (EX OFFICIO), PRESIDENT OF MEDICAL STAFF LAHEY CLINIC, INC. TRUSTEE (EX OFFICIO), PRESIDENT OF MEDICAL STAFF LAHEY CLINIC FOUNDATION, INC. GERIATRICIAN PHYSICIAN LAHEY CLINIC, INC. DR. SALTSMAN'S TERM AS TRUSTEE (EX OFFICIO) AND PRESIDENT OF MEDICAL STAFF BEGAN OCTOBER 1, 2018 ENDED JULY 1, 2019. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 260,355 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 24,889 DEFERRED COMPENSATION: 25,984 NON-TAXABLE BENEFITS: 35,037 SORCINI M.D., ANDREA P. TRUSTEE (EX OFFICIO) AND MSA PRESIDENT LAHEY CLINIC FOUNDATION, INC. TRUSTEE (EX OFFICIO) AND MSA PRESIDENT LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE (EX OFFICIO) AND MSA PRESIDENT LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 507,558 INCENTIVE COMPENSATION: 10,522 OTHER REPORTABLE COMPENSATION: 31,624 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 1,732 |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | SPACKMAN, J.D., DAVID G. MR. SPACKMAN RETIRED AS LAHEY HEALTH SYSTEM, INC.'S SENIOR VICE PRESIDENT GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK ON MARCH 1, 2019. MR. SPACKMAN HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK LAHEY HEALTH SYSTEM, INC. TRUSTEE, SECRETARY AND GENERAL COUNSEL LAHEY HEALTH SHARED SERVICES, INC. TRUSTEE, SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND SECRETARY ADDISON GILBERT SOCIETY, INC. TRUSTEE, SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK NORTHEAST HEALTH SYSTEM, INC. TRUSTEE, SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK NORTHEAST PROFESSIONAL REGISTRY OF NURSES SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE, SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE, SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK WINCHESTER HOSPITAL FOUNDATION, INC. SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK WINCHESTER HEALTHCARE MANAGEMENT, INC. CLERK AND GENERAL COUNSEL LAHEY CLINIC FOUNDATION, INC. CLERK AND GENERAL COUNSEL LAHEY CLINIC, INC. CLERK AND GENERAL COUNSEL LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK NORTHEAST HOSPITAL CORPORATION TRUSTEE, SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK NORTHEAST MEDICAL PRACTICE, INC. SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND CLERK CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND CLERK HEALTH & EDUCATION HOUSING SERVICES, INC. SENIOR VICE PRESIDENT OF GOVERNMENT AFFAIRS, GENERAL COUNSEL AND CLERK WINCHESTER HOSPITAL PAYMENTS REPORTED BY LHSI: BASE COMPENSATION: 318,145 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,584 DEFERRED COMPENSATION: 29,881 NON-TAXABLE BENEFITS: 12,005 LLOYD, PETER R. MR. LLOYD SERVED IN THE FOLLOWING POSITIONS FROM MARCH 1, 2019 THORUGH AT LEAST THE REMAINDER OF THE REPORTING PERIOD: VICE PRESIDENT CORPORATE FINANCE LAHEY HEALTH SHARED SERVICES ASSISTANT TREASURER -- LAHEY CLINIC FOUNDATION, INC. ASSISTANT TREASURER -- LAHEY CLINIC HOSPITAL, INC. ASSISTANT TREASURER NORTHEAST PROFESSIONAL REGISTRY OF NURSES MR. LLOYD HELD THE ADDITIONAL POSITONS BELOW THROUGH MARCH 1, 2019: ASSISTANT TREASURER AND VICE PRESIDENT CORPORATE FINANCE LAHEY HEALTH SYSTEM, INC. ASSISTANT TREASURER LAHEY HEALTH SHARED SERVICES, INC. ASSISTANT TREASURER LAHEY CLINIC FOUNDATION, INC. ASSISTANT TREASURER AND VICE PRESIDENT CORPORATE FINANCE LAHEY CLINIC, INC. VICE PRESIDENT CORPORATE FINANCE LAHEY CLINIC HOSPITAL, INC. ASSISTANT TREASURER AND VICE PRESIDENT CORPORATE FINANCE ADDISON GILBERT SOCIETY, INC. ASSISTANT TREASURER AND VICE PRESIDENT CORPORATE FINANCE NORTHEAST HEALTH SYSTEM, INC. ASSISTANT TREASURER NORTHEAST MEDICAL PRACTICE ASSISTANT TREASURER AND VICE PRESIDENT CORPORATE FINANCE SEACOAST NURSING AND REHABILITATION CENTER, INC. ASSISTANT TREASURER AND VICE PRESIDENT CORPORATE FINANCE NORTHEAST PROPRIETARY CORPORATION VICE PRESIDENT CORPORATE FINANCE NORTHEAST PROFESSIONAL REGISTRY OF NURSES PAYMENTS REPORTED BY LHSS: BASE COMPENSATION: 327,976 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 18,197 DEFERRED COMPENSATION: 36,500 NON-TAXABLE BENEFITS: 28,368 MARX M.D., JEFFREY INTERIM DEPARTMENT CHAIR, SURGERY LAHEY CLINIC HOSPITAL, INC. INTERIM DEPARTMENT CHAIR, SURGERY LAHEY CLINIC, INC. OPHTHALMOLOGIST LAHEY CLINIC, INC. DR. MARX'S POSITION AS INTERIM DEPARTMENT CHAIR, SURGERY COMMENCED ON FEBRUARY 1, 2019. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 680,866 INCENTIVE COMPENSATION: 91,645 OTHER REPORTABLE COMPENSATION: 32,083 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 33,285 ROBERTS M.D., PATRICIA DEPARTMENT CHAIR, SURGERY LAHEY CLINIC HOSPITAL, INC. DEPARTMENT CHAIR, SURGERY LAHEY CLINIC, INC. DR. ROBERTS POSITION AS DEPARTMENT CHAIR, SURGERY ENDED JANUARY 31, 2019. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 775,500 INCENTIVE COMPENSATION: 23,820 OTHER REPORTABLE COMPENSATION: 36,962 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 1,666 CANCELLIERI, STEVEN VICE PRESIDENT, HUMAN RESOURCES LAHEY CLINIC HOSPITAL, INC. VICE PRESIDENT, HUMAN RESOURCES LAHEY CLINIC, INC. VICE PRESIDENT, HUMAN RESOURCES BETH ISRAEL LAHEY HEALTH PRIMARY CARE F/K/A LAHEY PRIMARY CARE ORGANIZATION I, INC PAYMENTS REPORTED BY LAHEY HEALTH SHARED SERVICES, INC.: BASE COMPENSATION: 291,667 INCENTIVE COMPENSATION: 10,000 OTHER REPORTABLE COMPENSATION: 11,700 DEFERRED COMPENSATION: 24,147 NON-TAXABLE BENEFITS: 1,567 GUARINO, RICHARD VICE PRESIDENT, HOSPITAL BASED CLINICIAN DEPARTMENTS LAHEY CLINIC HOSPITAL, INC. VICE PRESIDENT, HOSPITAL BASED CLINICIAN DEPARTMENTS LAHEY CLINIC, INC. MR. GUARINO'S POSITION AS VICE PRESIDENT, HOSPITAL BASED CLINICIAN DEPARTMENTS ENDED JUNE 8, 2019 PAYMENTS REPORTED BY LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER: BASE COMPENSATION: 318,759 INCENTIVE COMPENSATION: 84,900 OTHER REPORTABLE COMPENSATION: 1,408 DEFERRED COMPENSATION: 34,798 NON-TAXABLE BENEFITS: 34,772 GALVIN R.N. M.S.N, TRACY FORMER CHIEF NURSING OFFICER LAHEY CLINIC FOUNDATION, INC. CHIEF NURSING OFFICER LAHEY CLINIC HOSPITAL, INC. CHIEF NURSING OFFICER LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER: BASE COMPENSATION: 322,041 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,834 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 28,296 BENNETT, KEVIN VICE PRESIDENT, FINANCIAL SERVICES LAHEY CLINIC HOSPITAL, INC. VICE PRESIDENT, FINANCIAL SERVICES LAHEY CLINIC, INC. VICE PRESIDENT, FINANCIAL SERVICES LAHEY CLINIC FOUNDATION, INC. VICE PRESIDENT, FINANCIAL SERVICES BETH ISRAEL LAHEY HEALTH PRIMARY CARE F/K/A LAHEY PRIMARY CARE ORGANIZATION I, INC PAYMENTS REPORTED BY LAHEY HEALTH SHARED SERVICES, INC.: BASE COMPENSATION: 301,839 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 11,676 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 29,977 DEMERS, STEPHEN VICE PRESIDENT, SURGICAL SERVICES LAHEY CLINIC HOSPITAL, INC. VICE PRESIDENT, SURGICAL SERVICES LAHEY CLINIC, INC. MR. DEMERS' POSITION AS VP SURGICAL SERVICES ENDED JANUARY 13, 2019. PAYMENTS REPORTED BY LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER: BASE COMPENSATION: 331,950 INCENTIVE COMPENSATION: 115,200 OTHER REPORTABLE COMPENSATION: 1,312 DEFERRED COMPENSATION: 25,984 NON-TAXABLE BENEFITS: 32,708 ANTONIADES, EFSTATHIOS SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER LAHEY CLINIC HOSPITAL, INC. SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER: BASE COMPENSATION: 410,853 INCENTIVE COMPENSATION: 134,000 OTHER REPORTABLE COMPENSATION: 16,571 DEFERRED COMPENSATION: 19,156 NON-TAXABLE BENEFITS: 34,867 LONGWORTH M.D., DAVID TRUSTEE (EX-OFFICIO) AND PRESIDENT, LAHEY CLINIC FOUNDATION TRUSTEE (EX-OFFICIO) AND PRESIDENT, LAHEY CLINIC INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT, LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER INTERIM CHAIR, PRIMARY CARE NETWORK, BETH ISRAEL LAHEY HEALTH DR. LONGWORTH COMMENCED THE POSITIONS ABOVE AT LAHEY CLINIC, LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER AND THE LAHEY CLINIC FOUNDATION ON OCTOBER 1, 2018. HE COMMENCED HIS POSITION AS CHAIR OF BILH PRIMARY CARE ON MARCH 1, 2019. PAYMENTS REPORTED BY LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER: BASE COMPENSATION: 751,466 INCENTIVE COMPENSATION: 175,000 OTHER REPORTABLE COMPENSATION: 25,358 DEFERRED COMPENSATION: 29,398 NON-TAXABLE BENEFITS: 11,557 CREIGHTON M.D., MALCOLM DEPARTMENT CHAIR OF HOSPITAL BASED SERVICES LAHEY CLINIC HOSPITAL, INC. DEPARTMENT CHAIR OF HOSPITAL BASED SERVICES LAHEY CLINIC, INC. PHYSICIAN, EMERGENCY MEDICINE LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 487,796 INCENTIVE COMPENSATION: 15,540 OTHER REPORTABLE COMPENSATION: 52,285 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 35,428 |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | GALLAGHER M.B.A., DENIS CHIEF OPERATING OFFICER, DIVISION OF PRIMARY CARE LAHEY CLINIC HOSPITAL, INC. CHIEF OPERATING OFFICER, DIVISION OF PRIMARY CARE LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER: BASE COMPENSATION: 374,373 INCENTIVE COMPENSATION: 95,000 OTHER REPORTABLE COMPENSATION: 2,103 DEFERRED COMPENSATION: 29,398 NON-TAXABLE BENEFITS: 9,058 GHOGAWALA M.D., ZOHER DIVISION CHAIR, NEUROSURGERY LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 768,554 INCENTIVE COMPENSATION: 24,550 OTHER REPORTABLE COMPENSATION: 110,314 DEFERRED COMPENSATION: 125,984 NON-TAXABLE BENEFITS: 42,729 OTHER REPORTABLE COMPENSATION FOR DR. GHOGAWALA INCLUDES COMBINED PAYMENTS TO, AND CHANGE IN VALUE OF, A 457(F) PLAN IN THE AMOUNT OF $96,372. SMAROFF M.D., GREGORY PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 838,406 INCENTIVE COMPENSATION: 18,480 OTHER REPORTABLE COMPENSATION: 810 DEFERRED COMPENSATION: 19,156 NON-TAXABLE BENEFITS: 31,389 WHITMORE M.D., ROBERT PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 736,621 INCENTIVE COMPENSATION: 13,799 OTHER REPORTABLE COMPENSATION: 19,040 DEFERRED COMPENSATION: 15,742 NON-TAXABLE BENEFITS: 32,093 KASPARYAN M.D., NURHAN DIVISION CHAIR, ORTHOPEDIC SURGERY LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 677,633 INCENTIVE COMPENSATION: 78,055 OTHER REPORTABLE COMPENSATION: 6,420 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 32,847 MAGGE M.D., SUBU PHYSICIAN LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 696,744 INCENTIVE COMPENSATION: 11,187 OTHER REPORTABLE COMPENSATION: 42,390 DEFERRED COMPENSATION: 31,384 NON-TAXABLE BENEFITS: 32,625 EDMONDS, JANE C TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. HESKETH, M.D., PAUL J. PHYSICIAN/DIRECTOR CANCER CENTER LAHEY CLINIC, INC. IRVING, JAMES TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. ROSENBLATT M.D., MICHAEL S. CHIEF MEDICAL OFFICER LAHEY CLINIC HOSPITAL, INC. FORMER CHIEF MEDICAL OFFICER LAHEY CLINIC, INC. PAYMENTS REPORTED BY LAHEY CLINIC, INC.: BASE COMPENSATION: 444,310 INCENTIVE COMPENSATION: 43,270 OTHER REPORTABLE COMPENSATION: 31,782 DEFERRED COMPENSATION: 36,100 NON-TAXABLE BENEFITS: 31,310 SCHMERGEL, GREG TRUSTEE LAHEY CLINIC HOSPITAL, INC. TRUSTEE LAHEY CLINIC, INC. TRUSTEE LAHEY CLINIC FOUNDATION, INC. WALD, M.D., CHRISTOPH DIVISION CHAIR LAHEY CLINIC, INC. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2019K | ||||||||
| A | 043431814 | 57584YTK5 | 2019-07-31 | $211,922,775 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2018J-1 J-2 | ||||||||
| B | 043431814 | 57584YJW0 | 2018-06-13 | $479,594,374 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2016I | ||||||||
| C | 043431814 | 57584XMT5 | 2016-05-12 | $257,611,877 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES F | ||||||||
| D | 042323457 | NONEXXXXX | 2015-10-21 | $262,828,878 | RETIRE BONDS & CAP ACQUISITION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt | RetiredRetiredAmt | Other Spent ProceedsOtherSpentProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $211,922,775 | $2,931,137 | $208,991,638 | 0 | 0 | 0 | Yes (1) | |||||
| B | $493,298,411 | $4,594,374 | $114,836,435 | 0 | 0 | Yes (1) | Yes (1) | $362,998,912 | ||||
| C | $257,618,370 | $2,515,889 | $19,006,493 | 0 | Yes (1) | Yes (1) | Yes (1) | $8,805,000 | $236,095,988 | |||
| D | $261,009,548 | $1,310,144 | $64,587,388 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $31,060,330 | $28,000,000 | $4,857,465 | $160,202,232 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | 0 |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | 0 |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BOND A, ENTITY 1: | PART I, ROW A, COLUMN F, DESCRIPTION OF PURPOSE: THE ISSUE REFUNDED ISSUES DATED 06/09/2008, 11/30/2005, 6/16/2003, AND 6/4/1998. |
| BOND B, ENTITY 1: | PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998 PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $13,704,037 OF INVESTMENT EARNINGS |
| BOND C, ENTITY 1: | PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN C, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $26,884,283 OF INVESTMENT EARNINGS PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW |
| BOND D, ENTITY 1: | PART III, COLUMN D, LINE 9: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS OF THE THESE ISSUES ARE REMEDIATED IN ACCORDANCE WITH THE REQUIREMENTS UNDER REGULATIONS SECTIONS 1.141-12 AND 1.145-2. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. PART V, COLUMN D: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH VOLUNTARY CLOSING AGREEMENT PROGRAM AND SELF-REMEDIATION ISN'T AVAILABLE. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. |
| BOND A, ENTITY 2: | PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES, FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART IV, COLUMN A, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019. |
| BOND B, ENTITY 2: | PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE: CONSTRUCTION & EQUIPPING OF A POWER PLANT AND ACQUISITION OF CAPITAL ASSETS. PART III, COLUMN D, LINE 9: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS OF THE THESE ISSUES ARE REMEDIATED IN ACCORDANCE WITH THE REQUIREMENTS UNDER REGULATIONS SECTIONS 1.141-12 AND 1.145-2. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. PART V, COLUMN B: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH VOLUNTARY CLOSING AGREEMENT PROGRAM AND SELF-REMEDIATION ISN'T AVAILABLE. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. |
| BOND C, ENTITY 2: | PART II, COLUMN C, LINE 11: 8,993,760 OF THE PROCEEDS LISTED WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER BEING REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW PART III, COLUMN C: THE 2012 ISSUE ARE EXEMPT FROM COMPLETING PART III AS THE ISSUE ARE REFUNDINGS OF BONDS ISSUED PRIOR TO 12/31/2002. |
| BOND D, ENTITY 2: | PART II, COLUMNS D, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW PART III, COLUMN C: THE 2011 ISSUE ARE EXEMPT FROM COMPLETING PART III AS THE ISSUE ARE REFUNDINGS OF BONDS ISSUED PRIOR TO 12/31/2002. |
| BOND A, ENTITY 3: | PART III, COLUMN D, LINE 9: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS OF THE THESE ISSUES ARE REMEDIATED IN ACCORDANCE WITH THE REQUIREMENTS UNDER REGULATIONS SECTIONS 1.141-12 AND 1.145-2. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. PART V, COLUMN B: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH VOLUNTARY CLOSING AGREEMENT PROGRAM AND SELF-REMEDIATION ISN'T AVAILABLE. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2015 H-1 | ||||||||
| A | 043431814 | 57584XDH1 | 2015-09-02 | $203,702,204 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES E | ||||||||
| B | 043431814 | NONEXXXXX | 2013-03-07 | $130,000,000 | POWER PLANT & CAPITAL AQUISITION | 0 | 0 | 0 |
| MDFA - SERIES 2012G | ||||||||
| C | 043431814 | NONEXXXXX | 2012-07-11 | $49,910,000 | REFUND ISSUE DATED 02/11/1998 | 0 | 0 | 0 |
| MDFA - SERIES 2011F-1 F-2 F-3 | ||||||||
| D | 043431814 | NONEXXXXX | 2011-09-15 | $120,280,000 | REFUND ISSUE DATED 02/11/1998 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $42,965,000 | $203,702,204 | $2,348,479 | $201,353,725 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| B | $77,815,000 | $130,050,301 | $500,000 | 0 | 0 | Yes (1) | Yes (1) | $129,550,301 | |
| C | $49,910,000 | $368,094 | $49,541,906 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| D | $88,820,000 | $120,280,000 | $290,672 | $119,989,328 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00500 | 0.00400 | 0.00900 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | ||||
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHEFA - WINCHESTER SERIES F | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042456011 | BondIssuerEIN |
| CUSIP | 57586CDD4 | CUSIPNum |
| Bond Issued | 2004-07-08 | BondIssuedDt |
| Issue Price | $30,340,000 | IssuePriceAmt |
| Purpose | SERIAL BOND SERIES F - ADV REFUND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,330,000 | RetiredAmt |
| Total Proceeds | $30,340,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $412,448 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $29,927,552 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| B CRAWFORD | |||
| FAMILY MEMBER OF G. ORFANOS | $365,664 | COMPENSATION | 0 |
| P ROBERTS | |||
| FAMILY MEMBER OF A. ROSENBLATT | $11,348 | COMPENSATION | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | BETSEY CRAWFORD, A TRUSTEE AT LAHEY CLINIC (LC), IS THE WIFE OF GERRY ORFANOS WHO IS A PHYSICIAN AT LC. HIS SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2018 INCLUDE: BASE COMPENSATION: $251,047INCENTIVE COMPENSATION: $40,087OTHER REPORTABLE COMPENSATION: $600DEFERRED COMPENSATION: $35,197NON-TAXABLE BENEFITS: $38,733PATRICIA L. ROBERTS, A KEY EMPLOYEE AT LC, IS THE MOTHER OF ANDREW ROSENBLATT WHO IS A RESEARCH ASSOCIATE AT LC. HIS SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2018 INCLUDE:BASE COMPENSATION: $11,348INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $0DEFERRED COMPENSATION: $0NON-TAXABLE BENEFITS: $0VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF LC MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO LC. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. LC MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, LC MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING. ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE LC CONFLICT OF INTEREST POLICIES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENTS COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,141 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OTHER | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,877 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENTS COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CAPITAL EQUIPMENT | 1 | $89,900 | REPLACEMENTS COST |
| Yes (X) | MEDICAL SUPPLIES | 1 | $12,544 | REPLACEMENTS COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | LAHEY CLINIC, INC. ENGAGES THE SERVICES OF A PROFESSIONAL AUCTIONEER IN CONNECTION WITH THE ANNUAL GALA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1: | THE MISSION OF THE LAHEY CLINIC IS TO PROVIDE THE HIGHEST QUALITY INTERDISCIPLINARY AND COORDINATED PATIENT CARE TO MEET THE NEEDS OF THE CLINIC'S PATIENTS. ON MARCH 1, 2019, LAHEY HEALTH SYSTEM INCLUDING THE LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITAL, THE BETH ISRAEL DEACONESS SYSTEM INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS MILTON, BETH ISRAEL DEACONESS NEEDHAM AND BETH ISRAEL DEACONESS PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, ANNA JAQUES HOSPITAL AS WELL AS ENTITIES FOR WHICH THESE LISTED ORGANIZATIONS SERVE AS SOLE MEMBER AND ADDITIONAL AFFILIATES CAME TOGETHER TO FORM BETH ISRAEL LAHEY HEALTH (BILH). BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES. HISTORY IN 1923, FRANK LAHEY, MD, FOUNDED THE GROUP PRACTICE THAT WOULD BECOME LAHEY HOSPITAL & MEDICAL CENTER. SINCE THE FIRST DAYS AS THE LAHEY CLINIC, THE MISSION HAS STAYED THE SAME: TO COORDINATE ALL OF OUR PATIENTS' NEEDS UNDER ONE ROOF. TODAY, AS A PHYSICIAN-LED, NONPROFIT GROUP PRACTICE, LAHEY CONTINUES TO PUT PATIENTS FIRST WITH MORE THAN 500 PHYSICIANS AND 5,000 NURSES, THERAPISTS AND OTHER SUPPORT STAFF WORKING TOGETHER. LAHEY HOSPITAL & MEDICAL CENTER, BURLINGTON THE BURLINGTON LOCATION SERVES MORE THAN 3,000 PATIENTS PER DAY THROUGH 335-INPATIENT HOSPITAL BEDS, AMBULATORY CARE CENTER, 24-HOUR EMERGENCY DEPARTMENT AND AMERICAN COLLEGE OF SURGEONS VERIFIED LEVEL I TRAUMA CENTER LAHEY MEDICAL CENTER, PEABODY THE PEABODY LOCATION INCLUDES A 24-HOUR EMERGENCY DEPARTMENT AND A 10-BED HOSPITAL, SERVING MORE THAN 800 OUTPATIENTS PER DAY AT THIS FACILITY. TEACHING AND RESEARCH LAHEY IS A TEACHING HOSPITAL FOR TUFTS UNIVERSITY SCHOOL OF MEDICINE. MANY PHYSICIANS ALSO HOLD TEACHING ASSIGNMENTS AT HARVARD MEDICAL SCHOOL AND BOSTON UNIVERSITY SCHOOL OF MEDICINE. LAHEY MAINTAINS RESIDENCY AND FELLOWSHIP PROGRAMS FOR MORE THAN 130 NEW PHYSICIANS IN MULTIPLE SUBSPECIALTIES. AS A RESEARCH CENTER, LAHEY IS INVOLVED IN MORE THAN MORE THAN 200 CLINICAL TRIAL PROTOCOLS AND PARTICIPATE IN NUMEROUS NATIONAL AND INTERNATIONAL STUDIES. |
| FORM 990, PART IV, LINE 12: | THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2019. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION, LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER. |
| FORM 990, PART V, LINE 7G | LAHEY CLINIC, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. |
| FORM 990, PART V, LINE 7H | LAHEY CLINIC, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C. |
| FORM 990, PART IV, LINE 11F: | EACH ENTITY WITHIN THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. THE SYSTEM DID NOT RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITIONS IN 2019. |
| FORM 990, PART IV, LINE 24A: | AS DESCRIBED IN THIS FORM 990, FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. WAS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVED AS A SUPPORT ORGANIZATION OF AND SOLE MEMBER OF LAHEY CLINIC. DURING THIS SAME PERIOD LAHEY CLINIC WAS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH, INC. OBLIGATED GROUP AND ITS TAX EXEMPT BOND FINANCING WASS ISSUED THROUGH BETH ISRAEL LAHEY HEALTH, INC. THE SCHEDULE K AS INCLUDED IN THIS FORM 990 INCLUDES ALL OF THE BETH ISRAEL LAHEY HEALTH, INC. OBLIGATED GROUP OUTSTANDING DEBT FOR BONDS ISSUED AFTER DECEMBER 31, 2002 ONLY A PORTION OF WHICH IS ALLOCABLE TO AND REPORTED ON LAHEY CLINIC'S BALANCE SHEET. |
| FORM 990, PART IV, LINE 24B: | PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. |
| FORM 990, PART VI, SECTION A, LINE 2 | FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBC), AND ANNA JAQUES HOSPITAL. THE LAHEY CLINIC FOUNDATION IN TURN SERVES AS SOLE MEMBER TO LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL DBA LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). ADDITIONAL ENTITIES LISTED HERE MAY ALSO IN TURN SERVE AS MEMBER TO OTHER NETWORK AFFILIATES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. |
| FORM 990, PART VI, SECTION A, LINE 4 | LAHEY CLINIC, INC. MADE CHANGES TO ITS BYLAWS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2019 AS PART OF THE CREATION OF THE BETH ISRAEL LAHEY HEALTH (BILH), AN INTEGRATED HEALTH CARE SYSTEM PROVIDING PATIENT CARE INFORMED BY WORLD-CLASS RESEARCH AND EDUCATION. BETH ISRAEL LAHEY HEALTH, INC. BECAME THE SOLE MEMBER OF LAHEY CLINIC, INC.'S MEMBER. CHANGES TO THE BYLAWS AFFECT: - FREQUENCY OF MEETINGS - MINIMUM & MAXIMUM NUMBER OF TRUSTEES - EX-OFFICIO TRUSTEES - APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES - COMMITTEES - OFFICERS - TERMS AND TERM LIMITS |
| FORM 990, PART VI, SECTION A, LINE 6 | EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF LAHEY CLINIC FOUNDATION, THE MEMBER OF LAHEY CLINIC, INC.. |
| FORM 990, PART VI, SECTION A, LINE 7A | LAHEY CLINIC, INC.'S GOVERNING BODY IS COMPRISED OF THE SAME INDIVIDUALS SERVING ON THE MEMBER'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER OF LAHEY CLINIC, INC. HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN LAHEY CLINIC, INC.'S BYLAWS: SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY MASSACHUSETTS GENERAL LAWS ("M.G.L.") CHAPTER 180, AS AMENDED, ON MEMBERS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. IN ADDITION, EXCEPT AS ARE EXPRESSLY GRANTED TO THE BOARD OF TRUSTEES OF THE CORPORATION ("BOARD") IN THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY M.G.L. CHAPTER 180 ON BOARDS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. NOTWITHSTANDING THE FOREGOING, THE MEMBER MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF THE BOARD: (A) APPROVE OR REQUIRE ANY CHANGE IN, OR CONSOLIDATION OF PHILANTHROPIC GIFTS, ASSETS, AND PROGRAMS OF THE CORPORATION, WHICH SHALL REMAIN UNDER THE CORPORATION'S CONTROL AND BE USED FOR THE BENEFIT OF THE CORPORATION AND NOT FOR OTHER COMPONENTS OF THE MEMBER'S SYSTEM, EXCEPT TO THE EXTENT THAT SUCH CHANGES INVOLVE BACK-OFFICE CONSOLIDATION WITH OTHER DIRECT OR INDIRECT SUBSIDIARIES OF THE MEMBER; (B) APPROVE OR REQUIRE ANY CHANGE IN THE NAME, BRAND, OR TRADEMARK OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, EXCEPT SUCH COMPLEMENTARY CHANGES AS THE MEMBER MAY DETERMINE ARE REASONABLY APPROPRIATE IN ESTABLISHING A SYSTEM-WIDE IDENTITY FOR THE AFFILIATED ENTITIES; OR (C) AMEND OR RESTATE THESE BYLAWS TO CHANGE OR ELIMINATE EITHER OF THE FOREGOING LIMITATIONS ON ITS POWERS. FOR THE PERIOD ENDING ON THE THIRD ANNIVERSARY OF THE DATE THE SYSTEM MEMBER BECOMES THE SOLE CORPORATE MEMBER OF THE MEMBER, THE SYSTEM MEMBER'S AUTHORITY TO CHANGE THE MEDICAL SCHOOL AFFILIATION OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES IS SUBJECT TO THE REQUIREMENT THAT IT OBTAIN THE UNANIMOUS CONSENT OF THE CORPORATION'S DESIGNATED TRUSTEES (AS DEFINED IN THE BYLAWS OF THE MEMBER) AND THE APPROVAL OF THE SYSTEM MEMBER'S BOARD OF TRUSTEES. NOTWITHSTANDING ANYTHING TO THE CONTRARY HEREIN, THE POWERS OF THE MEMBER SHALL BE SUBJECT TO PROVISIONS BELOW: "THE POWER OF THE MEMBER TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE MEMBER AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE MEMBER ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE SYSTEM MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE MEMBER AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE SYSTEM MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE MEMBER; AND (Z) OTHER THAN STATUTORY POWERS, THE [MEMBER] SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE MEMBER BY ACTION OF THE SYSTEM MEMBER'S BOARD." ANY ACTION TO BE TAKEN BY THE MEMBER OR THE SYSTEM MEMBER SHALL BE DEEMED DULY AUTHORIZED WHEN TAKEN, WITH RESPECT TO THE MEMBER, BY THE BOARD OF TRUSTEES OF THE MEMBER OR ITS DULY AUTHORIZED REPRESENTATIVE, AND WITH RESPECT TO THE SYSTEM MEMBER, BY THE SYSTEM MEMBER'S BOARD OR ITS DULY AUTHORIZED REPRESENTATIVE. ANY SUCH ACTIONS MAY BE TAKEN WITHOUT A MEETING IF CONFIRMED THROUGH A DULY AUTHORIZED WRITTEN COMMUNICATION BY THE RESPECTIVE BOARD OR ITS REPRESENTATIVE FILED WITH THE CLERK OF THE CORPORATION. IN EXERCISING ITS POWERS WITH RESPECT TO THE CORPORATION, THE MEMBER MAY CONSIDER THE RECOMMENDATIONS OF THE BOARD OF GOVERNORS OF LAHEY CLINIC, INC. THE POWERS AND RESPONSIBILITIES OF THE BOARD INCLUDE THE FOLLOWING: (A) PROVIDING RECOMMENDATIONS TO THE MEMBER REGARDING (I) APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES, (II) THE ESTABLISHMENT OF THE CORPORATION'S POLICIES, (III) THE MAINTENANCE OF PATIENT CARE QUALITY, AND (IV) THE PROVISION OF CLINICAL SERVICES AND COMMUNITY SERVICE PLANNING IN A MANNER RESPONSIVE TO LOCAL COMMUNITY NEEDS; (B) ENSURING COMPLIANCE WITH ALL LICENSURE AND ACCREDITATION REQUIREMENTS, INCLUDING CREDENTIALING AND OTHER MEDICAL STAFF MATTERS; (C) PROVIDING OVERSIGHT FOR INSTITUTIONAL PLANNING, MAKING RECOMMENDATIONS FOR NEW CLINICAL SERVICES, AND PARTICIPATING IN AN ANNUAL REVIEW OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN AND GOALS; (D) REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES; (E) MAKING RECOMMENDATIONS WITH RESPECT TO QUALITY ASSESSMENT AND IMPROVEMENT PROGRAMS; (F) PROVIDING OVERSIGHT OF RISK MANAGEMENT PROGRAMS RELATING TO PATIENT CARE AND SAFETY; (G) REVIEWING DISASTER PLANS THAT DEAL WITH BOTH INTERNAL (E.G., FIRE) AND EXTERNAL DISASTERS; AND (H) EVALUATING RECRUITMENT NEEDS TO ENSURE ADEQUATE MEDICAL STAFF CAPACITY TO CONTINUE TO MEET COMMUNITY NEEDS. EXCEPT AS OTHERWISE PROVIDED IN THESE BYLAWS, THE BOARD SHALL ACT IN AN ADVISORY CAPACITY AND CONSISTENT THEREWITH SHALL HAVE ONLY THE FOLLOWING POWERS: (A) POWERS EXPRESSLY GRANTED BY THE MEMBER FROM TIME TO TIME; (B) POWER TO EXERCISE ITS AUTHORITY AS A MEMBER OF OTHER CORPORATIONS; (C) POWER TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THE BYLAWS OF THE MEMBER (AS DEFINED UNDER THE BYLAWS OF THE MEMBER) OR UNDER THESE BYLAWS WITH RESPECT TO THE MEMBER; AND (D) POWERS TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THAT AGREEMENT DATED JUNE 30, 2017 BY AND AMONG LAHEY HEALTH SYSTEM, INC., BETH ISRAEL DEACONESS MEDICAL CENTER, INC., NEW ENGLAND BAPTIST HOSPITAL, INC., MOUNT AUBURN HOSPITAL, CAREGROUP, INC., AND SEACOAST REGIONAL HEALTH SYSTEMS, INC. THE POWERS OF THE BOARD IN CLAUSES (A) AND (B) OF THE PRECEDING SENTENCE SHALL BE SUBJECT TO THE RESERVED POWERS OF THE MEMBER SET FORTH IN SECTION 2.2. THE POWERS OF THE BOARD IN CLAUSE (C) AND (D) OF THE FIRST SENTENCE OF THIS PARAGRAPH SHALL BE INDEPENDENT OF THE MEMBER AND NOT SUBJECT TO THE RESERVED POWERS OF THE MEMBER SET FORTH ABOVE. NOTWITHSTANDING CLAUSE (B) ABOVE, THE POWER OF THE CORPORATION TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE CORPORATION ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE CORPORATION; AND (Z) OTHER THAN STATUTORY POWERS, THE CORPORATION SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE CORPORATION BY ACTION OF THE MEMBER'S BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE SOLE MEMBER OF LAHEY CLINIC FOUNDATION, THE SOLE MEMBER OF LAHEY CLINIC, INC.. THIS FORM 990 IS REVIEWED BY THE VP OF FINANCE OF LAHEY CLINIC, THE TAX DIRECTOR OF BILH AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE LAHEY CLINIC, INC. BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | LAHEY CLINIC HAS A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THAT POLICY, ALL OFFICERS, TRUSTEES, MANAGERS AND KEY EMPLOYEES ARE ASKED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS MAINTAINED BY THESE INDIVIDUALS AND/OR THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A CONFLICT OF INTEREST. LAHEY HEALTH SHARED SERVICES (LHSS), AN AFFILIATE OF LAHEY CLINIC, IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND PROVIDES ADMINISTRATIVE AND CENTRALIZED OPERATIONAL SUPPORT TO ITS AFFILIATES. THE LHSS COMPLIANCE DEPARTMENT ADMINISTERS THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE PROCESS ON BEHALF OF ITS AFFILIATES. ALL POSITIVE RESPONSES ARE REVIEWED AND EVALUATED BY A COMPLIANCE TEAM MEMBER FOR DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES FURTHER REVIEW IS CAREFULLY EVALUATED. ADDITIONAL DOCUMENTATION MAY BE REQUESTED AND/OR A MANAGEMENT PLAN DEVELOPED DEPENDING ON THE NATURE AND TYPE OF POTENTIAL CONFLICT. AT TIMES, A PARTICULAR ARRANGEMENT MAY BE REVIEWED BY LEGAL AND/OR REVIEWED BY A COMMITTEE OR OTHER AUTHORIZED LEADERSHIP BODY. PURSUANT TO THE CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A MANAGEMENT PLAN THAT MAY REQUIRE DISCLOSURE AND RECUSAL, AS WELL AS APPROPRIATE DOCUMENTATION. ADDITIONALLY, AS PREVIOUSLY NOTED IN THIS FILING, EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF LHSS AND LAHEY CLINIC'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BILH SYSTEM. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE BILH TAX DEPARTMENT ISSUED A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE LAHEY CLINIC. BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS WAS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR LAHEY CLINIC. TO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC BECAME A MEMBER OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES WITH BILH SERVING AS LAHEY CLINIC'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK EFFECTIVE MARCH 1, 2019. PRIOR TO THAT DATE, LAHEY CLINIC WAS A MEMBER OF THE LAHEY HEALTH SYSTEM, AND LAHEY HEALTH SYSTEM, INC. (LHSI) SERVED AS LAHEY CLINIC'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE LAHEY HEALTH SYSTEM. IN THIS ROLE LHSI MAINTAINED THE RESPONSIBILITY FOR SETTING COMPENSATION FOR EMPLOYEES AND SENIOR MANAGEMENT OF THE ENTITIES WHICH COMPRISED THE LAHEY HEALTH SYSTEM. TO THAT END, LHSI HAD A COMPENSATION COMMITTEE COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES. AS REQUIRED BY THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, COMPENSATION REPORTED HEREIN IS CALENDAR YEAR 2018 COMPENSATION. AS SUCH, COMPENSATION REPORTED IN THIS FORM 990 FOR LAHEY CLINIC'S OFFICERS, TRUSTEES AND KEY EMPLOYEES WAS SET BY THE LHSI COMPENSATION COMMITTEE PRIOR TO THE CREATION OF BILH. THE LHSI COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. THE LHSI COMPENSATION COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE LAHEY HEALTH SYSTEM NETWORK OF AFFILIATES INCLUDING THE LHSI CHIEF EXECUTIVE OFFICER, OTHER MEMBERS OF SENIOR MANAGEMENT AT LHSI AND ITS AFFILIATES THE COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIED WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. THE COMPENSATION COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE LHSI CEO. THE COMPENSATION PACKAGE FOR THE LHSI CEO VOTED BY THE COMPENSATION COMMITTEE WAS SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | LAHEY CLINIC, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT 109 BROOKLINE AVENUE, SUITE 300 BOSTON, MA 02215 |
| FORM 990, PART XI, LINE 9: | NET ASSETS RELEASED FROM DONOR RESTRICTIONS FOR OPERATIONS -1,666,784. NET ASSETS RELEASED FROM DONOR RESTRICTIONS FOR PP&E -19,352,476. TRANSFERS TO/FROM AFFILIATES 76,761,753. UN-COLLECTIBLE PLEDGES -1,869,245. |
| FORM 990, PART XII, LINE 2C: | ON MARCH 1, 2019, LAHEY HEALTH SYSTEM INCLUDING THE LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITAL, THE BETH ISRAEL DEACONESS SYSTEM INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS MILTON, BETH ISRAEL DEACONESS NEEDHAM AND BETH ISRAEL DEACONESS PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, ANNA JAQUES HOSPITAL AS WELL AS ENTITIES FOR WHICH THESE LISTED ORGANIZATIONS SERVE AS SOLE MEMBER AND ADDITIONAL AFFILIATES CAME TOGETHER TO FORM BETH ISRAEL LAHEY HEALTH (BILH). AS A NEWLY CREATED HEALTHCARE SYSTEM, BILH ENGAGED KPMG TO PERFORM A FINANCIAL AUDIT OF THE SYSTEM. THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2019. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND ITS AFFILIATES. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCORD SPECIALISTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL RD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352181829 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAHEY CLINIC INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (62 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADDISON GILBERT SOCIETY INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 464371382 | SUPPORT | MA | 501(C)(3) | 7 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| ANNA JAQUES COMMUNITY HEALTH FOUNDATION | ||||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 043318952 | FUNDRSG ORG | MA | 501(C)(3) | 12A, I | ANNA JAQUES HOSPITAL INC | Yes (1) | ||||||
| ANNA JAQUES HOSPITAL INC | ||||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 042104338 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| ASSOC PHYS HARVARD MED FAC PHY AT BIDMC | ||||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 320058309 | TO PROVIDE EMERGENCY MEDICAL SERVICES | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BAIM INSTITUTE OF CLINICAL RESEARCH INC FKA HCRI | ||||||||||||||||
| 930 COMMONWEALTH AVE | BOSTON | MA | 02215 | 043521077 | SCIENTIFIC & MEDICAL RESEARCH | MA | 501(C)(3) | 7 | Yes (1) | N/A | ||||||
| BETH ISRAEL DEACONESS HOSPITAL - MILTON INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 042103604 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC | ||||||||||||||||
| 148 CHESTNUT ST | NEEDHAM | MA | 02492 | 043229679 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC | ||||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 222667354 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042103881 | THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 472248298 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| BETH ISRAEL LAHEY HEALTH INC | ||||||||||||||||
| 20 UNIVERSITY ROAD | CAMBRIDGE | MA | 02138 | 832671600 | SUPPORT | MA | 501(C)(3) | 12A, I | Yes (1) | N/A | ||||||
| BI ANAESTHESIA FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042997215 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BI COMMUNITY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE STE 300 | BOSTON | MA | 02215 | 042776678 | INACTIVE CORPORATION | MA | 501(C)(3) | 7 | Yes (1) | N/A | ||||||
| BI DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE W/CC-2 | BOSTON | MA | 02215 | 364803234 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043079630 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 208253452 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043030397 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 204974585 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 020671240 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BI DERMATOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043117601 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP | ||||||||||||||||
| 482 BEDFORD STREET | LEXINGTON | MA | 02420 | 043200113 | SUPPORT | MA | 501(C)(3) | 12A, I | 0 | N/A | ||||||
| BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042794855 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BIDMC PHARMACY INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 822526816 | OPERATE A SPECIALTY PHARMACY | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 222566792 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | ||||||
| BIH PATHOLOGY FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 222548374 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| BIH RADIOLOGIC FOUNDATION INC | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042571853 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| CAB HEALTH AND RECOVERY SERVICES INC | ||||||||||||||||
| 199 ROSEWOOD DRIVE SUITE 250 | DANVERS | MA | 01923 | 042400270 | SUBSTANCE ABUSE | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| CAREGROUP PARMENTER HOME CARE & HOSPICE INC | ||||||||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 473111453 | HOME CARE & HOSPICE | MA | 501(C)(3) | 12A, I | MOUNT AUBURN HOSPITAL | Yes (1) | ||||||
| CAREGROUP INC | ||||||||||||||||
| 109 BROOKLINE AVE STE 300 | BOSTON | MA | 02215 | 222629185 | OVERSEE FINANCIAL HEALTH OF AFFILIATES | MA | 501(C)(3) | 12C, III-FI | 0 | N/A | ||||||
| CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH | ||||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043326928 | DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCH | MA | 501(C)(3) | 12A, I | 0 | N/A | ||||||
| COMMUNITY PHYSICIAN ASSOCIATES INC | ||||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 043243146 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 3 | MILTON HOSPITAL FOUNDATION | Yes (1) | ||||||
| CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN | ||||||||||||||||
| 185 PILGRIM ROAD | BOSTON | MA | 02215 | 043242952 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 222768204 | GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| HEALTH AND EDUCATION HOUSING SERVICES | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 223232914 | HUD HOUSING | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | ||||||
| JORDAN HEALTH SYSTEMS INC | ||||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 042103805 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 7 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| JORDAN PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 043228556 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 10 | JORDAN HEALTH SYSTEMS INC | Yes (1) | ||||||
| LAHEY CLINIC CANADIAN FOUNDATION | ||||||||||||||||
| FUNDRSG ORG | NON-US | 0 | N/A | 130 KING STREET WEST | TORONTO | ONTARIO | CA | CA | ||||||||
| LAHEY CLINIC FOUNDATION INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042323457 | SUPPORT | MA | 501(C)(3) | 7 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LAHEY CLINIC HOSPITAL INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 018050001 | 042704686 | HEALTHCARE | MA | 501(C)(3) | 3 | LAHEY CLINIC FOUNDATION INC | Yes (1) | ||||||
| LAHEY HEALTH SHARED SERVICES INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 043178972 | ADMINISTRATION | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| LAHEY HEALTH SYSTEMS INC | ||||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 611665701 | SUPPORT | MA | 501(C)(3) | 12C, III-FI | 0 | N/A | ||||||
| LONGWOOD MEDICAL ENERGY COLLABORATIVE | ||||||||||||||||
| 160 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043476764 | COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS | MA | 501(C)(3) | 12A, I | Yes (1) | N/A | ||||||
| LONGWOOD MEDICAL INTL FOUNDATION | ||||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043208878 | INACTIVE CORPORATION | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE | ||||||||||||||||
| 400 HUNNEWELL ST | NEEDHAM | MA | 02494 | 042810972 | OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | ||||||
| MOUNT AUBURN HOSPITAL | ||||||||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 042103606 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| MOUNT AUBURN PROFESSIONAL SERVICES INC | ||||||||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 043026897 | OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES | MA | 501(C)(3) | 12A, I | MOUNT AUBURN HOSPITAL | Yes (1) | ||||||
| NEW ENGLAND BAPTIST HOSPITAL | ||||||||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 042103612 | ORTHOPEDIC SPECIALTY HOSPITAL | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC | ||||||||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 043235796 | OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH | MA | 501(C)(3) | 3 | NEW ENGLAND BAPTIST HOSPITAL | Yes (1) | ||||||
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | ||||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 042777145 | HEALTHCARE | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST HEALTH SYSTEM INC | ||||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 043240453 | SUPPORT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| NORTHEAST HOSPITAL CORPORATION | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042121317 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| NORTHEAST MEDICAL PRACTICE INC | ||||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 043201853 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST HOSPITAL CORPORATION | Yes (1) | ||||||
| NORTHEAST PROFESSIONAL REGISTRY OF NURSES | ||||||||||||||||
| 800NCUMMINGS CENTER | BEVERLY | MA | 01915 | 201287349 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST SENIOR HEALTH CORPORATION | Yes (1) | ||||||
| NORTHEAST SENIOR HEALTH CORPORATION | ||||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042731137 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| SEACOAST AFFILIATED GROUP PRACTICE INC | ||||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01915 | 043485648 | PHYSICIAN GROUP | MA | 501(C)(3) | 10 | ANNA JAQUES HOSPITAL INC | Yes (1) | ||||||
| SEACOAST NURSING AND REHABILITION CENTER | ||||||||||||||||
| 300 WASHINGTON ST | GLOUCESTER | MA | 01930 | 041305001 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| SEACOAST REGIONAL HEALTH SYSTEMS INC | ||||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01915 | 222814214 | SUPPORT ORG | MA | 501(C)(3) | 12A, I | 0 | N/A | ||||||
| SEACOAST REGIONAL MRI INC | ||||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01915 | 320443663 | HEALTH SVCS | MA | 501(C)(3) | 10 | 0 | N/A | ||||||
| WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 223137856 | ACO | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
| WINCHESTER HEALTHCARE MANAGEMENT INC | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 222701817 | MANAGEMENT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 018900000 | 042104434 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | ||||||
| WINCHESTER HOSPITAL FOUNDATION INC | ||||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 043399570 | SUPPORT | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| BIDCO PHYSICIAN LLC | |||||||
| ONE UNIVERSITY AVE NORTH ENTRANCE | WESTWOOD | MA | 02090 | 461589743 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | N/A |
| BIDCO HOSPITAL LLC | |||||||
| 247 STATION DRIVE NORTHWEST 1 | WESTWOOD | MA | 02090 | 461643790 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | N/A |
| CAREGROUP CLINICAL RESEARCH LLC | |||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 300228711 | TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP | MA | N/A |
| CAREGROUP INVESTMENT PARTNERSHIP LLP | |||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043278109 | INVESTMENT PARTNERSHIP | MA | N/A |
| PHYSICIAN PROFESSIONAL SERVICES LLP | |||||||
| 10 CABOT ROAD | MEDFORD | MA | 02215 | 043275078 | TO PROVIDE MEDICAL BILLING SERVICES | MA | N/A |
| NEW ENGLAND BAPTIST ORTHOPEDIC NETWORK LLC | |||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 465120176 | TO PROVIDE ORTHOPEDIC MEDICAL SERVICES | MA | N/A |
| WINCHESTER HOSPITALSHIELDS MRI LLC | |||||||
| 700 CONGRESS ST | QUINCY | MA | 02169 | 462523117 | MRI SERVICES | MA | N/A |
| SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC | |||||||
| 700 CONGRESS ST STE 204 | QUINCY | MA | 02169 | 383989358 | MRI SERVICES | MA | N/A |
| HAVERHILL MOB LLC | |||||||
| 50 CHESTNUT ST | NEEDHAM | MA | 02492 | 812856118 | MEDICAL OFFICE BUILDING | MA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JORDAN COMMUNITY ACO INC | |||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 454047430 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTH | MA | N/A | C | Yes (1) | ||||
| GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC | |||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 161744477 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| LAHEY CLINIC INSURANCE CO LTD | |||||||||||||
| INSURANCE | N/A | C | Yes (1) | CRAIG APPIN HOUSE PO BOX HM 2450 | HAMILTON | BD | BD | ||||||
| LEDGEWOOD HEALTHCARE CORPORATION | |||||||||||||
| 680 SOUTH FOURTH STREET | LOUISVILLE | KY | 40202 | 042855189 | NURSING HOME | KY | N/A | C | Yes (1) | ||||
| NORTHEAST PROPRIETARY CORP | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042855191 | MEDICAL SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER PHYSICIAN ASSOCIATES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 043262963 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER HEALTHCARE ENTERPRISES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 042932059 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 472646454 | PHYS HOSP ORG | MA | N/A | C | Yes (1) | ||||
| NORTHEAST HEALTH SYSTEMS PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 500 CUMMINGS CENTER STE 6500 | BEVERLY | MA | 01915 | 043258053 | MEDICAL SERVICES | MA | N/A | C | Yes (1) | ||||
| NORTHEAST PHYSICIAN PRACTICE | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043285837 | PHYSICIAN OFFICE | MA | N/A | C | Yes (1) | ||||
| NPP SUPPORT SERVICES | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042721511 | PHYSICIAN OFFICE | MA | N/A | C | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LAHEY CLINIC FOUNDATION INC | ||
| R | $23,656,718 | FMV |
| LAHEY CLINIC HOSPITAL INC | ||
| R | $8,784,008 | FMV |
| WINCHESTER HOSPITAL | ||
| R | $1,896,157 | FMV |
| LAHEY HEALTH SHARED SERVICES INC | ||
| M | $7,210,874 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I - V: | FormAndLineReferenceDesc |
| Explanation | AS NOTED THROUGHOUT THIS FILING, ON MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH (BILH) BECAME SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBC), AND ANNA JAQUES HOSPITAL. THE LAHEY CLINIC FOUNDATION IN TURN SERVES AS SOLE MEMBER TO LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL DBA LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). ADDITIONAL ENTITIES LISTED HERE MAY ALSO IN TURN SERVE AS MEMBER TO OTHER NETWORK AFFILIATES. BY-LAW CHANGES WERE MADE TO REFLECT THE CENTRALIZATION OF THE SYSTEM, AND AS SUCH, AFFILIATES WITHIN THE BILH SYSTEM ARE CONSIDERED CONTROLLED ENTITIES UNDER IRC SECTION 512(B)(13), AS EACH AFFILIATE IS UNDER COMMON GOVERNANCE CONTROL, AS DESCRIBED IN TREAS. REGS. 1.512(B)-1(L)(4). UNDER IRC SEC. 512, CONTROL MEANS THAT MORE THAN 50 PERCENT OF THE DIRECTORS OR TRUSTEES OF AN ORGANIZATION ARE EITHER REPRESENTATIVES OF, OR DIRECTLY OR INDIRECTLY CONTROLLED, BY AN EXEMPT ORGANIZATION. A TRUSTEE OR DIRECTOR IS A REPRESENTATIVE OF AN EXEMPT ORGANIZATION IF THEY ARE A TRUSTEE, DIRECTOR, AGENT, OR EMPLOYEE OF SUCH EXEMPT ORGANIZATION. UNDER THIS DEFINITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND AFFILIATES ARE INCLUDED IN LAHEY CLINIC, INC.'S FORM 990, SCHEDULE R FOR THE CURRENT TAX YEAR. | ExplanationTxt |