STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-17T22:39:23-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO JERICHO PLAZAAddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042704683EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAHEY CLINIC INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAHEBusinessNameControlTxt
Phone7817445100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line141 MALL ROADAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018050001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN BENNETTPersonNm
Person TitleVP FINANCIAL SERVICESPersonTitleTxt
Phone7817445100PhoneNum
Signature2020-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KAWECKIPreparerPersonNm
PTINP00743140PTIN
Phone5169187000PhoneNum
Preparation2020-08-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address107.77.226.187IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-17IPDt
IP Tm21:49:33IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id3DF51197B15FC223701F25C7B532545445537CE2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN BENNETTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line141 MALL ROADAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018050001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$316,554,936GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LAHEY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE 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 Body27VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee1571TotalEmployeeCnt
Total Volunteers331TotalVolunteersCnt
Total Gross UBI$3,287,913TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$180,932NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,405,683PYContributionsGrantsAmt
CY Contributions Grants$6,870,999CYContributionsGrantsAmt
PY Program Service Revenue$293,672,582PYProgramServiceRevenueAmt
CY Program Service Revenue$300,973,788CYProgramServiceRevenueAmt
PY Investment Income$143,250PYInvestmentIncomeAmt
CY Investment Income$1,778,754CYInvestmentIncomeAmt
PY Other Revenue-$186,284PYOtherRevenueAmt
CY Other Revenue$6,652,511CYOtherRevenueAmt
PY Total Revenue$304,035,231PYTotalRevenueAmt
CY Total Revenue$316,276,052CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$303,817,402PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$310,797,700CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$7,210,874CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,210,874CYTotalFundraisingExpenseAmt
PY Other Expenses$67,178,259PYOtherExpensesAmt
CY Other Expenses$70,208,653CYOtherExpensesAmt
PY Total Expenses$370,995,661PYTotalExpensesAmt
CY Total Expenses$388,217,227CYTotalExpensesAmt
PY Revenues Less Expenses-$66,960,430PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$71,941,175CYRevenuesLessExpensesAmt
Total Assets BOY$259,691,959TotalAssetsBOYAmt
Total Assets EOY$183,310,579TotalAssetsEOYAmt
Total Liabilities BOY$174,138,030TotalLiabilitiesBOYAmt
Total Liabilities EOY$117,228,213TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$85,553,929NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$66,082,366NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$361,458,888ExpenseAmt
Revenue$300,973,788RevenueAmt
DescLHMC 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

FieldValueIRS element (for citing)
DescADDITIONALLY, 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

FieldValueIRS element (for citing)
DescGENERAL 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

FieldValueIRS element (for citing)
DescLAHEY 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
FieldValueIRS element (for citing)
Total Program Service Expenses$361,458,888TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt BondsYes (1)InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1571EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEVIN BENNETTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7817445100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line141 MALL ROADAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018050001ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
AIN CAROLYN
TRUSTEE1.002.00Yes (X)$0$0$0
BAILEY PHD ERIC M
TRUSTEE1.002.00Yes (X)$0$0$0
CONNOLLY ANN MARIE
TRUSTEE, CHAIR1.002.00Yes (X)$0$0$0Yes (X)
CRANDALL ROGER W
TRUSTEE1.003.00Yes (X)$0$0$0
CRAWFORD MD BETSEY
TRUSTEE, PHYSICIAN40.002.00Yes (X)$252,357$0$38,823
D'AGOSTINO MD RICHARD S
TRUSTEE, DIVISION CHAIR40.002.00Yes (X)$870,040$0$73,934
EDMONDS JANE C
TRUSTEE1.002.00Yes (X)$0$0$0
ESKANDARIAN EDWARD
TRUSTEE1.002.00Yes (X)$0$0$0
HUNTER MD ALICE A
TRUSTEE, PHYSICIAN40.002.00Yes (X)$638,803$0$64,323
IRVING JAMES
TRUSTEE1.002.00Yes (X)$0$0$0
JENKINS MD ROGER L
TRUSTEE, PHYSICIAN40.002.00Yes (X)$623,174$0$67,187
LANG DAVID
TRUSTEE, CHAIR1.002.00Yes (X)$0$0$0Yes (X)
LONGWORTH MD DAVID
PRESIDENT LHMC1.0061.00Yes (X)$0$951,824$40,955Yes (X)
MCARDLE JOAN
TRUSTEE1.002.00Yes (X)$0$0$0
MCGOLDRICK LINDA
TRUSTEE1.002.00Yes (X)$0$0$0
MOURTZINOS MD ARTHUR P
TRUSTEE, PHYSICIAN40.002.00Yes (X)$615,238$0$41,377
NESTO MD RICHARD
TREASURER1.0065.00Yes (X)$0$862,978$68,437Yes (X)
NORDBLOM PETER C
TRUSTEE1.002.00Yes (X)$0$0$0
PODUSKA J WILLIAM
TRUSTEE1.002.00Yes (X)$0$0$0
REESE STUART
TRUSTEE1.002.00Yes (X)$0$0$0
REID PONTE PATRICIA
TRUSTEE1.002.00Yes (X)$0$0$0
SALTSMAN MD WAYNE
TTEE (EX-OFF), PRES MED STAFF40.002.00Yes (X)$285,245$0$61,021
SCHMERGEL GREG
TRUSTEE1.002.00Yes (X)$0$0$0
SORCINI MD ANDREA P
TRUSTEE MSA PRES/PHYS40.002.00Yes (X)$549,704$0$37,832
SRINIVASAN MD JAYASHRI
TRUSTEE, DIVISION CHAIR40.002.00Yes (X)$402,281$0$65,581
TABB MD KEVIN
TRUSTEE (EX-OFF), CEO1.0065.00Yes (X)$0$1,756,953$143,704Yes (X)
VILLANUEVA MD ANDREW G
TRUSTEE, CHIEF QUALITY OFFICER1.0041.00Yes (X)$0$480,319$49,359
WAJSGRAS DAVID
TRUSTEE1.002.00Yes (X)$0$0$0
WINGER MD CHRISTINE
TRUSTEE , PHYSICIAN40.002.00Yes (X)$496,386$0$65,117
BENNETT KEVIN
VP FINANCIAL SERVICES1.0043.00$0$313,515$66,077Yes (X)
FISCHER STEVEN P
TREASURER (EX-OFFICIO)1.0062.00$0$770,210$75,762Yes (X)
KATZ JAMIE
CLERK1.0059.00$0$560,463$44,008Yes (X)
LEAR MARYELLEN
ASSISTANT CLERK1.0051.00$0$114,453$31,085Yes (X)
LLOYD PETER R
ASST. TREAS & VP CORP. FIN.1.0047.00$0$346,173$64,868Yes (X)
O'CONNOR TIMOTHY
TREASURER, CFO1.0057.00$0$1,108,721$197,547Yes (X)
SPACKMAN JD DAVID G
CLERK AND GENERAL COUNSEL1.0057.00$0$323,729$41,403Yes (X)
ANTONIADES EFSTATHIOS
SR VP & COO LHMC1.0040.00$0$561,424$54,023Yes (X)
CANCELLIERI STEVEN R
VP HUMAN RESOURCES1.0042.00$0$313,366$25,714Yes (X)
CREIGHTON MD MALCOLM
DEPT CHAIR HOSP BASED SERVICES40.001.00$555,621$0$71,528Yes (X)
DEMERS STEPHEN L
VP SURGICAL SERVICES1.0040.00$0$448,462$58,692Yes (X)
GALLAGHER MD DENIS W
COO DIVISION OF PRIMARY CARE1.0042.00$0$471,476$38,456Yes (X)
GUARINO RICHARD J
VP HOSPITAL BASED CLIN DEPT1.0060.00$0$405,067$69,570Yes (X)
LIESCHING MD TIMOTHY
CHIEF MEDICAL OFFICER40.002.00$439,274$0$75,482Yes (X)
MARX MD JEFFREY L
INTERIM DEPARTMENT CHAIR40.001.00$804,594$0$69,385Yes (X)
ROBERTS MD PATRICIA L
DEPARTMENT CHAIR SURGERY40.001.00$836,282$0$37,766Yes (X)
GHOGAWALA MD ZOHER
DIV CHAIR, NEUROSURGERY & PHYS40.000.00$903,417$0$168,713Yes (X)
KASPARYAN MD NURHAN G
DIV. CHAIR, ORTHO SURG. & PHYS40.000.00$762,108$0$68,947Yes (X)
MAGGE MD SUBU N
PHYSICIAN40.000.00$750,321$0$64,009Yes (X)
SMAROFF MD GREGORY
PHYSICIAN40.000.00$857,696$0$50,545Yes (X)
WHITMORE MD ROBERT
PHYSICIAN40.000.00$769,460$0$47,835Yes (X)
GRANT MD JD HOWARD R
FORMER TRUSTEE, PRESIDENT0.005.00$0$4,442,870$248,265Yes (X)
ROSENBLATT MD MICHAEL S
FORMER CMO HOSPITAL40.001.00$519,362$0$67,410Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,931,363TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$14,232,003TotReportableCompRltdOrgAmt
Total Other Compensation$2,554,740TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K839IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PHILIPS MEDICAL SYSTEMS & SUPPLIES
PO BOX 100355ATLANTAGA303840355SERVICE AGREEMENT - MEDICAL EQUIPMENT$620,275
OPTUM HEALTH CARE SOLUTIONS INC
PO BOX 860216MINNEAPOLISMN554860216PATIENT HELP LINE$359,838
BARTON ASSOCIATES INC
PO BOX 417844BOSTONMA022417844PHYSICIAN COVERAGE - DERMATOLOGY$302,549
RADIATION ONCOLOGY ASSOCIATES PA
660 CHESTNUT STREETMANCHESTERNH03104PHYSICIAN COVERAGE - RADIATION ONCOLOGY$298,345
PROSCRIBE LLC
16414 SAN PEDRO SUITE 525SAN ANTONIOTX78232SCRIBE SERVICES$274,728
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K21CntrctRcvdGreaterThan100KCnt
Fundraising$580,105FundraisingAmt
All Other Contributions$6,290,894AllOtherContributionsAmt
Noncash Contributions$191,384NoncashContributionsAmt
Total Contributions$6,870,999TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT REVENUE621400$282,754,242$282,754,242
PHYSICIAN - PART A & T621400$8,784,008$8,784,008
OTHER PATIENT SERVICES621400$5,899,336$5,780,505$118,831
SERVICES TO AFFILIATES621400$3,536,202$3,536,202
FieldValueIRS element (for citing)
Total Program Service Revenue$300,973,788TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,842,847TotalRevenueColumnAmt
Exclusion$1,842,847ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,851TotalRevenueColumnAmt
Exclusion$12,851ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,220SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$68,313OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,220SecuritiesAmt
Other-$68,313OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$64,093TotalRevenueColumnAmt
Exclusion-$64,093ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$195,273FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$580,105ContriRptFundraisingEventAmt
Fundraising Direct Expenses$210,323FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$15,050TotalRevenueColumnAmt
Exclusion-$15,050ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$4,070GamingGrossIncomeAmt
Gaming Direct Expenses$248GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,822TotalRevenueColumnAmt
Exclusion$3,822ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TRAINING621400$3,307,999$3,307,999
EMPLOYEE LEASING621110$3,117,673$3,117,673

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$225,216TotalRevenueColumnAmt
Related Or Exempt Func Income$173,807RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$51,409UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,650,888OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$316,276,052TotalRevenueColumnAmt
Related Or Exempt Func Income$304,336,763RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,287,913UnrelatedBusinessRevenueAmt
Exclusion$1,780,377ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,238,957TotalAmt
Program Services$8,186,397ProgramServicesAmt
Management And General$52,560ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$266,113,832TotalAmt
Program Services$264,416,181ProgramServicesAmt
Management And General$1,697,651ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,680,648TotalAmt
Program Services$9,618,891ProgramServicesAmt
Management And General$61,757ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,146,414TotalAmt
Program Services$14,056,168ProgramServicesAmt
Management And General$90,246ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,617,849TotalAmt
Program Services$12,537,354ProgramServicesAmt
Management And General$80,495ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$137TotalAmt
Management And General$137ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$42,466TotalAmt
Management And General$42,466ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$7,210,874TotalAmt
Fundraising$7,210,874FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,281,937TotalAmt
Program Services$2,794,423ProgramServicesAmt
Management And General$487,514ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$32,412TotalAmt
Management And General$32,412ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,648,510TotalAmt
Program Services$1,291,318ProgramServicesAmt
Management And General$357,192ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$313,116TotalAmt
Program Services$258,909ProgramServicesAmt
Management And General$54,207ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,998,428TotalAmt
Program Services$3,273,932ProgramServicesAmt
Management And General$724,496ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,084,918TotalAmt
Program Services$1,723,973ProgramServicesAmt
Management And General$360,945ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,770,824TotalAmt
Program Services$2,337,393ProgramServicesAmt
Management And General$3,433,431ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$238,333TotalAmt
Program Services$238,333ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement 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

FieldValueIRS element (for citing)
Total$388,217,227TotalAmt
Program Services$361,458,888ProgramServicesAmt
Management And General$19,547,465ManagementAndGeneralAmt
Fundraising$7,210,874FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,231,434BOYAmt
EOY$2,573,673EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,177,092BOYAmt
EOY$15,086,267EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,240,190BOYAmt
EOY$23,620,003EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$154,702BOYAmt
EOY$175,387EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,790LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,228BOYAmt
EOY$3,790EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$62,750,382BOYAmt
EOY$50,558,165EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,113,268BOYAmt
EOY$7,773,850EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$149,021,663BOYAmt
EOY$83,519,444EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$259,691,959BOYAmt
EOY$183,310,579EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$103,153,901BOYAmt
EOY$102,312,176EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,354,322BOYAmt
EOY$2,690,427EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$69,629,807BOYAmt
EOY$12,225,610EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$174,138,030BOYAmt
EOY$117,228,213EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,339,876BOYAmt
EOY$4,339,876EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$81,034,533BOYAmt
EOY$61,742,490EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$179,520BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$85,553,929BOYAmt
EOY$66,082,366EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$259,691,959BOYAmt
EOY$183,310,579EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$71,941,175ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,403,636NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$53,873,248OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,220,751CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,706,960CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,532,218CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,214,594CurrentTaxYearMinus1YearAmt
Current Tax Year$5,200,849CurrentTaxYearAmt
Total$38,875,372TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$279,503,245CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$282,539,824CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$279,311,359CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$293,672,582CurrentTaxYearMinus1YearAmt
Current Tax Year$314,330,634CurrentTaxYearAmt
Total$1,449,357,644TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$286,723,996CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$295,246,784CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$282,843,577CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$303,887,176CurrentTaxYearMinus1YearAmt
Current Tax Year$319,531,483CurrentTaxYearAmt
Total$1,488,233,016TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,000,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$150CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$5,135CurrentTaxYearMinus1YearAmt
Current Tax Year$225,000CurrentTaxYearAmt
Total$5,230,285TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,000,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$150CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$5,135CurrentTaxYearMinus1YearAmt
Current Tax Year$225,000CurrentTaxYearAmt
Total$5,230,285TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,483,002,731PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$343,113CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$25,565CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,128CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,729CurrentTaxYearMinus1YearAmt
Current Tax Year$255,866CurrentTaxYearAmt
Total$118,045TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$343,113CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$25,565CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,128CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,729CurrentTaxYearMinus1YearAmt
Current Tax Year$255,866CurrentTaxYearAmt
Total$118,045TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$286,380,883CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$295,221,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$282,932,705CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$304,028,905CurrentTaxYearMinus1YearAmt
Current Tax Year$319,787,349CurrentTaxYearAmt
Total$1,488,351,061TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99640PublicSupportCY509Pct
Public Support PY5090.99640PublicSupportPY509Pct
Investment Income CY0.00010InvestmentIncomeCYPct
Investment Income PY0.00010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Publications Or BroadcastYes (1)PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Rallies DemonstrationsYes (1)RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$45,240OtherActivitiesAmt
Total Lobbying Expenditures$45,240TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationAS 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

FieldValueIRS element (for citing)
Beginning Year Balance$70,863,650BeginningYearBalanceAmt
Contributions$11,340,327ContributionsAmt
Investment Earnings Or Losses$329,733InvestmentEarningsOrLossesAmt
Other Expenditures$24,174,653OtherExpendituresAmt
Administrative Expenses$27,042AdministrativeExpensesAmt
End Year Balance$58,332,015EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,706,597BeginningYearBalanceAmt
Contributions$11,550,702ContributionsAmt
Investment Earnings Or Losses$4,067,048InvestmentEarningsOrLossesAmt
Other Expenditures$8,428,614OtherExpendituresAmt
Administrative Expenses$32,083AdministrativeExpensesAmt
End Year Balance$70,863,650EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,133,159BeginningYearBalanceAmt
Contributions$10,144,986ContributionsAmt
Investment Earnings Or Losses$7,153,644InvestmentEarningsOrLossesAmt
Other Expenditures$5,697,434OtherExpendituresAmt
Administrative Expenses$27,758AdministrativeExpensesAmt
End Year Balance$63,706,597EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,134,131BeginningYearBalanceAmt
Contributions$13,391,623ContributionsAmt
Investment Earnings Or Losses$4,336,124InvestmentEarningsOrLossesAmt
Other Expenditures$4,703,222OtherExpendituresAmt
Administrative Expenses$25,497AdministrativeExpensesAmt
End Year Balance$52,133,159EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$47,810,141BeginningYearBalanceAmt
Contributions$9,303,388ContributionsAmt
Investment Earnings Or Losses-$2,274,194InvestmentEarningsOrLossesAmt
Other Expenditures$15,668,216OtherExpendituresAmt
Administrative Expenses$36,988AdministrativeExpensesAmt
End Year Balance$39,134,131EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,790OtherCostOrOtherBasisAmt
Book Value$3,790BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,790TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (8 entries)

DescDescBook 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
FieldValueIRS element (for citing)
Total Book Value Other Assets$83,519,444TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED MALPRACTICE COSTS$9,488,874
ESTIMATED THIRD-PARTY SETTLEMENTS$2,736,736
FieldValueIRS element (for citing)
Total Liability$12,225,610TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,697,428,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$307,869NetUnrealizedGainsInvstAmt
Other Revenue$3,525,151,127OtherRevenueAmt
Revenue Not Reported$3,525,458,996RevenueNotReportedAmt
Revenue Subtotal$171,969,004RevenueSubtotalAmt
Other Revenues Not Included$144,307,049OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$144,307,049RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$316,276,053TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,594,794,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,366,749,274OtherExpensesIncludedAmt
Expenses Not Reported$3,366,749,274ExpensesNotReportedAmt
Expenses Subtotal$228,044,726ExpensesSubtotalAmt
Investment Expenses Not Incld2$0InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$160,172,500OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$160,172,500ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$388,217,226TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESCARDIOLOGY SERVICES$2,014
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESGYNECOLOGICAL PROCEDURES$1,299
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESMENTAL HEALTH SERVICES$1,620
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESOPHTHALMOLOGY EQUIPMENT$52,338
SUB-SAHARAN AFRICA00PROGRAM SERVICESCLINICAL AND EDUCATIONAL SERVICES$9,424
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESEYE HEALTH SERVICES$11,331
SOUTH AMERICA00PROGRAM SERVICESCARDIOLOGY SERVICES$1,436
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$79,462SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$79,462TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAHEY HEALTH SHARED SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line141 MALL ROADAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018050001ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISER SERVICESActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$7,210,874RetainedByContractorAmt
Net To Organization$7,210,874NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$7,210,874TotalRetainedByContractorsAmt
Total Net To Organization$7,210,874TotalNetToOrganizationAmt
Licensed StatesMALicensedStatesCd
Licensed StatesNYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event15K RACE/WALK (CANCER INSTITUTE 5K)Event1Nm
Gross Receipts Event1$476,478GrossReceiptsEvent1Amt
Charitable Contri Event1$416,558CharitableContriEvent1Amt
Gross Revenue Event1$59,920GrossRevenueEvent1Amt
Non Cash Prizes Event1$15,248NonCashPrizesEvent1Amt
Food And Beverage Event1$2,909FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$70,070OtherDirectExpensesEvent1Amt
Event2GALA (LADIES NIGHT OUT)Event2Nm
Gross Receipts Event2$154,715GrossReceiptsEvent2Amt
Charitable Contri Event2$96,826CharitableContriEvent2Amt
Gross Revenue Event2$57,889GrossRevenueEvent2Amt
Rent Facility Costs Event2$5,000RentFacilityCostsEvent2Amt
Food And Beverage Event2$25,041FoodAndBeverageEvent2Amt
Entertainment Event2$3,500EntertainmentEvent2Amt
Other Direct Expenses Event2$13,168OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$144,185GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$66,721CharitableContriOtherEventsAmt
Gross Revenue Other Events$77,464GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$13,960NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$2,700RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$18,551FoodAndBeverageOtherEventsAmt
Entertainment Other Events$950EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$39,226OthDirectExpnssOtherEventsAmt
Gross Receipts Total$775,378GrossReceiptsTotalAmt
Charitable Contributions Tot$580,105CharitableContributionsTotAmt
Gross Revenue Total Events$195,273GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$29,208NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$7,700RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$46,501FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,450EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$122,464OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$210,323DirectExpenseSummaryEventsAmt
Net Income Summary-$15,050NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2B, COLUMN (III):FormAndLineReferenceDesc
ExplanationAS 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

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (35 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BSCHEDULE 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 7SCHEDULE 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MDFA - SERIES 2019K
A04343181457584YTK52019-07-31$211,922,775SEE PART VI000
MDFA - SERIES 2018J-1 J-2
B04343181457584YJW02018-06-13$479,594,374SEE PART VI000
MDFA - SERIES 2016I
C04343181457584XMT52016-05-12$257,611,877SEE PART VI000
MDFA - LAHEY SERIES F
D042323457NONEXXXXX2015-10-21$262,828,878RETIRE BONDS & CAP ACQUISITION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndUnspentUnspentAmtRetiredRetiredAmtOther Spent ProceedsOtherSpentProceedsAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmt
A$211,922,775$2,931,137$208,991,638000Yes (1)
B$493,298,411$4,594,374$114,836,43500Yes (1)Yes (1)$362,998,912
C$257,618,370$2,515,889$19,006,4930Yes (1)Yes (1)Yes (1)$8,805,000$236,095,988
D$261,009,548$1,310,144$64,587,388Yes (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 ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ResearchEngageBondCounselResearchInd
A0Yes (1)Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)0
C0Yes (1)Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
D00000.000000.000000.00000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)000000Yes (1)
B0Yes (1)000000Yes (1)
C0Yes (1)000000Yes (1)
D0Yes (1)0000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
D0

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MDFA - SERIES 2015 H-1
A04343181457584XDH12015-09-02$203,702,204SEE PART VI000
MDFA - LAHEY SERIES E
B043431814NONEXXXXX2013-03-07$130,000,000POWER PLANT & CAPITAL AQUISITION000
MDFA - SERIES 2012G
C043431814NONEXXXXX2012-07-11$49,910,000REFUND ISSUE DATED 02/11/1998000
MDFA - SERIES 2011F-1 F-2 F-3
D043431814NONEXXXXX2011-09-15$120,280,000REFUND ISSUE DATED 02/11/1998000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$42,965,000$203,702,204$2,348,479$201,353,725Yes (1)Yes (1)Yes (1)Yes (1)
B$77,815,000$130,050,301$500,00000Yes (1)Yes (1)$129,550,301
C$49,910,000$368,094$49,541,906Yes (1)0Yes (1)Yes (1)
D$88,820,000$120,280,000$290,672$119,989,328Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)00.005000.004000.0090000Yes (1)
B00000.000000.000000.0000000Yes (1)
C0Yes (1)00000
D0000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)00000Yes (1)
B000Yes (1)0000Yes (1)
C00Yes (1)00000Yes (1)
D00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MHEFA - WINCHESTER SERIES FBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN042456011BondIssuerEIN
CUSIP57586CDD4CUSIPNum
Bond Issued2004-07-08BondIssuedDt
Issue Price$30,340,000IssuePriceAmt
PurposeSERIAL BOND SERIES F - ADV REFUNDPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$2,330,000RetiredAmt
Total Proceeds$30,340,000TotalProceedsAmt
Issuance Costs From Proceeds$412,448IssuanceCostsFromProceedsAmt
Other Spent Proceeds$29,927,552OtherSpentProceedsAmt
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (1)RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledYes (1)Form8038TFiledInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And RecYes (1)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1MORGAN STANLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge20.000000000000TermOfHedgePct
Superintegrated Hedge0SuperintegratedHedgeInd
Hedge Terminated0HedgeTerminatedInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
B CRAWFORD
FAMILY MEMBER OF G. ORFANOS$365,664COMPENSATION0
P ROBERTS
FAMILY MEMBER OF A. ROSENBLATT$11,348COMPENSATION0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE L, PART IVFormAndLineReferenceDesc
ExplanationBETSEY 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,900NoncashContributionsRptF990Amt
Method Of Determining RevenuesREPLACEMENTS COSTMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$75,141NoncashContributionsRptF990Amt
Method Of Determining RevenuesOTHERMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$8,877NoncashContributionsRptF990Amt
Method Of Determining RevenuesREPLACEMENTS COSTMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)CAPITAL EQUIPMENT1$89,900REPLACEMENTS COST
Yes (X)MEDICAL SUPPLIES1$12,544REPLACEMENTS COST
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationLAHEY 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 7GLAHEY 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 7HLAHEY 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 2FOR 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 4LAHEY 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 6EFFECTIVE 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 7ALAHEY 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 7BTHE 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 11BAS 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 12CLAHEY 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 15AS 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 19LAHEY 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

FieldValueIRS element (for citing)
Business Name Line1CONCORD SPECIALISTS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line141 MALL RDAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01805ZIPCd
FieldValueIRS element (for citing)
EIN352181829EIN
Primary ActivitiesHEALTHCAREPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1LAHEY CLINIC INCBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (62 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
ADDISON GILBERT SOCIETY INC
41 MALL ROADBURLINGTONMA01805464371382SUPPORTMA501(C)(3)7LAHEY HEALTH SHARED SERVICES INCYes (1)
ANNA JAQUES COMMUNITY HEALTH FOUNDATION
25 HIGHLAND AVENEWBURYPORTMA01950043318952FUNDRSG ORGMA501(C)(3)12A, IANNA JAQUES HOSPITAL INCYes (1)
ANNA JAQUES HOSPITAL INC
25 HIGHLAND AVENEWBURYPORTMA01950042104338HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
375 LONGWOOD AVEBOSTONMA02215320058309TO PROVIDE EMERGENCY MEDICAL SERVICESMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BAIM INSTITUTE OF CLINICAL RESEARCH INC FKA HCRI
930 COMMONWEALTH AVEBOSTONMA02215043521077SCIENTIFIC & MEDICAL RESEARCHMA501(C)(3)7Yes (1)N/A
BETH ISRAEL DEACONESS HOSPITAL - MILTON INC
199 REEDSDALE RDMILTONMA02186042103604HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC
148 CHESTNUT STNEEDHAMMA02492043229679HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC
275 SANDWICH STPLYMOUTHMA02360222667354HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVEBOSTONMA02215042103881THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MAMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO
41 MALL ROADBURLINGTONMA01805472248298HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
BETH ISRAEL LAHEY HEALTH INC
20 UNIVERSITY ROADCAMBRIDGEMA02138832671600SUPPORTMA501(C)(3)12A, IYes (1)N/A
BI ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042997215SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BI COMMUNITY FOUNDATION INC
330 BROOKLINE AVE STE 300BOSTONMA02215042776678INACTIVE CORPORATIONMA501(C)(3)7Yes (1)N/A
BI DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
330 BROOKLINE AVE W/CC-2BOSTONMA02215364803234SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043079630SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215208253452SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043030397SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215204974585SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215020671240SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BI DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043117601SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
482 BEDFORD STREETLEXINGTONMA02420043200113SUPPORTMA501(C)(3)12A, I0N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042794855SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BIDMC PHARMACY INC
330 BROOKLINE AVEBOSTONMA02215822526816OPERATE A SPECIALTY PHARMACYMA501(C)(3)12A, IBETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF
199 REEDSDALE RDMILTONMA02186222566792PROMOTE HEALTHCAREMA501(C)(3)12A, IBETH ISRAEL DEACONESS HOSPITAL - MILTONYes (1)
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215222548374SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042571853SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
CAB HEALTH AND RECOVERY SERVICES INC
199 ROSEWOOD DRIVE SUITE 250DANVERSMA01923042400270SUBSTANCE ABUSEMA501(C)(3)10NORTHEAST BEHAVIORAL HEALTH CORPORATIONYes (1)
CAREGROUP PARMENTER HOME CARE & HOSPICE INC
330 MOUNT AUBURN STCAMBRIDGEMA02138473111453HOME CARE & HOSPICEMA501(C)(3)12A, IMOUNT AUBURN HOSPITALYes (1)
CAREGROUP INC
109 BROOKLINE AVE STE 300BOSTONMA02215222629185OVERSEE FINANCIAL HEALTH OF AFFILIATESMA501(C)(3)12C, III-FI0N/A
CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH
330 BROOKLINE AVEBOSTONMA02215043326928DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCHMA501(C)(3)12A, I0N/A
COMMUNITY PHYSICIAN ASSOCIATES INC
199 REEDSDALE RDMILTONMA02186043243146OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)3MILTON HOSPITAL FOUNDATIONYes (1)
CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
185 PILGRIM ROADBOSTONMA02215043242952SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVEBOSTONMA02215222768204GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERSMA501(C)(3)10BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
HEALTH AND EDUCATION HOUSING SERVICES
199 ROSEWOOD DRIVEDANVERSMA01923223232914HUD HOUSINGMA501(C)(3)10NORTHEAST BEHAVIORAL HEALTH CORPORATIONYes (1)
JORDAN HEALTH SYSTEMS INC
275 SANDWICH STPLYMOUTHMA02360042103805PROMOTE HEALTHCAREMA501(C)(3)7BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
JORDAN PHYSICIANS ASSOCIATES INC
275 SANDWICH STPLYMOUTHMA02360043228556OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)10JORDAN HEALTH SYSTEMS INCYes (1)
LAHEY CLINIC CANADIAN FOUNDATION
FUNDRSG ORGNON-US0N/A130 KING STREET WESTTORONTOONTARIOCACA
LAHEY CLINIC FOUNDATION INC
41 MALL ROADBURLINGTONMA01805042323457SUPPORTMA501(C)(3)7BETH ISRAEL LAHEY HEALTH INCYes (1)
LAHEY CLINIC HOSPITAL INC
41 MALL ROADBURLINGTONMA018050001042704686HEALTHCAREMA501(C)(3)3LAHEY CLINIC FOUNDATION INCYes (1)
LAHEY HEALTH SHARED SERVICES INC
41 MALL ROADBURLINGTONMA01805043178972ADMINISTRATIONMA501(C)(3)10BETH ISRAEL LAHEY HEALTH INCYes (1)
LAHEY HEALTH SYSTEMS INC
41 MALL ROADBURLINGTONMA01805611665701SUPPORTMA501(C)(3)12C, III-FI0N/A
LONGWOOD MEDICAL ENERGY COLLABORATIVE
160 LONGWOOD AVENUEBOSTONMA02215043476764COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMSMA501(C)(3)12A, IYes (1)N/A
LONGWOOD MEDICAL INTL FOUNDATION
375 LONGWOOD AVENUEBOSTONMA02215043208878INACTIVE CORPORATIONMA501(C)(3)12A, IHARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE
400 HUNNEWELL STNEEDHAMMA02494042810972OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICESMA501(C)(3)10BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STCAMBRIDGEMA02138042103606HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONSMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN STCAMBRIDGEMA02138043026897OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICESMA501(C)(3)12A, IMOUNT AUBURN HOSPITALYes (1)
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVEBOSTONMA02120042103612ORTHOPEDIC SPECIALTY HOSPITALMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVEBOSTONMA02120043235796OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBHMA501(C)(3)3NEW ENGLAND BAPTIST HOSPITALYes (1)
NORTHEAST BEHAVIORAL HEALTH CORPORATION
199 ROSEWOOD DRIVEDANVERSMA01923042777145HEALTHCAREMA501(C)(3)10BETH ISRAEL LAHEY HEALTH INCYes (1)
NORTHEAST HEALTH SYSTEM INC
85 HERRICK STBEVERLYMA01915043240453SUPPORTMA501(C)(3)12A, ILAHEY HEALTH SHARED SERVICES INCYes (1)
NORTHEAST HOSPITAL CORPORATION
85 HERRICK STREETBEVERLYMA01915042121317HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
NORTHEAST MEDICAL PRACTICE INC
85 HERRICK STBEVERLYMA01915043201853HEALTHCAREMA501(C)(3)10NORTHEAST HOSPITAL CORPORATIONYes (1)
NORTHEAST PROFESSIONAL REGISTRY OF NURSES
800NCUMMINGS CENTERBEVERLYMA01915201287349HEALTHCAREMA501(C)(3)10NORTHEAST SENIOR HEALTH CORPORATIONYes (1)
NORTHEAST SENIOR HEALTH CORPORATION
85 HERRICK STREETBEVERLYMA01915042731137HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
SEACOAST AFFILIATED GROUP PRACTICE INC
25 HIGHLAND AVENEWBURYPORTMA01915043485648PHYSICIAN GROUPMA501(C)(3)10ANNA JAQUES HOSPITAL INCYes (1)
SEACOAST NURSING AND REHABILITION CENTER
300 WASHINGTON STGLOUCESTERMA01930041305001HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
SEACOAST REGIONAL HEALTH SYSTEMS INC
25 HIGHLAND AVENEWBURYPORTMA01915222814214SUPPORT ORGMA501(C)(3)12A, I0N/A
SEACOAST REGIONAL MRI INC
25 HIGHLAND AVENEWBURYPORTMA01915320443663HEALTH SVCSMA501(C)(3)100N/A
WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
41 HIGHLAND AVENUEWINCHESTERMA01890223137856ACOMA501(C)(3)12A, IWINCHESTER HEALTHCARE MANAGEMENT INCYes (1)
WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVENUEWINCHESTERMA01890222701817MANAGEMENTMA501(C)(3)12A, ILAHEY HEALTH SHARED SERVICES INCYes (1)
WINCHESTER HOSPITAL
41 HIGHLAND AVENUEWINCHESTERMA018900000042104434HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
WINCHESTER HOSPITAL FOUNDATION INC
41 HIGHLAND AVENUEWINCHESTERMA01890043399570SUPPORTMA501(C)(3)12A, IWINCHESTER HEALTHCARE MANAGEMENT INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
BIDCO PHYSICIAN LLC
ONE UNIVERSITY AVE NORTH ENTRANCEWESTWOODMA02090461589743COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAN/A
BIDCO HOSPITAL LLC
247 STATION DRIVE NORTHWEST 1WESTWOODMA02090461643790COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAN/A
CAREGROUP CLINICAL RESEARCH LLC
109 BROOKLINE AVENUEBOSTONMA02215300228711TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIPMAN/A
CAREGROUP INVESTMENT PARTNERSHIP LLP
109 BROOKLINE AVENUEBOSTONMA02215043278109INVESTMENT PARTNERSHIPMAN/A
PHYSICIAN PROFESSIONAL SERVICES LLP
10 CABOT ROADMEDFORDMA02215043275078TO PROVIDE MEDICAL BILLING SERVICESMAN/A
NEW ENGLAND BAPTIST ORTHOPEDIC NETWORK LLC
125 PARKER HILL AVEBOSTONMA02120465120176TO PROVIDE ORTHOPEDIC MEDICAL SERVICESMAN/A
WINCHESTER HOSPITALSHIELDS MRI LLC
700 CONGRESS STQUINCYMA02169462523117MRI SERVICESMAN/A
SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC
700 CONGRESS ST STE 204QUINCYMA02169383989358MRI SERVICESMAN/A
HAVERHILL MOB LLC
50 CHESTNUT STNEEDHAMMA02492812856118MEDICAL OFFICE BUILDINGMAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
JORDAN COMMUNITY ACO INC
275 SANDWICH STPLYMOUTHMA02360454047430COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTHMAN/ACYes (1)
GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC
25 HIGHLAND AVENEWBURYPORTMA01950161744477MANAGEMENT SERVICESMAN/ACYes (1)
LAHEY CLINIC INSURANCE CO LTD
INSURANCEN/ACYes (1)CRAIG APPIN HOUSE PO BOX HM 2450HAMILTONBDBD
LEDGEWOOD HEALTHCARE CORPORATION
680 SOUTH FOURTH STREETLOUISVILLEKY40202042855189NURSING HOMEKYN/ACYes (1)
NORTHEAST PROPRIETARY CORP
85 HERRICK STREETBEVERLYMA01915042855191MEDICAL SERVICESMAN/ACYes (1)
WINCHESTER PHYSICIAN ASSOCIATES INC
41 HIGHLAND AVEWINCHESTERMA01890043262963MANAGEMENT SERVICESMAN/ACYes (1)
WINCHESTER HEALTHCARE ENTERPRISES INC
41 HIGHLAND AVEWINCHESTERMA01890042932059MANAGEMENT SERVICESMAN/ACYes (1)
WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC
41 HIGHLAND AVEWINCHESTERMA01890472646454PHYS HOSP ORGMAN/ACYes (1)
NORTHEAST HEALTH SYSTEMS PHYSICIAN HOSPITAL ORGANIZATION INC
500 CUMMINGS CENTER STE 6500BEVERLYMA01915043258053MEDICAL SERVICESMAN/ACYes (1)
NORTHEAST PHYSICIAN PRACTICE
85 HERRICK STREETBEVERLYMA01915043285837PHYSICIAN OFFICEMAN/ACYes (1)
NPP SUPPORT SERVICES
85 HERRICK STREETBEVERLYMA01915042721511PHYSICIAN OFFICEMAN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LAHEY CLINIC FOUNDATION INC
R$23,656,718FMV
LAHEY CLINIC HOSPITAL INC
R$8,784,008FMV
WINCHESTER HOSPITAL
R$1,896,157FMV
LAHEY HEALTH SHARED SERVICES INC
M$7,210,874FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I - V:FormAndLineReferenceDesc
ExplanationAS 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