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NEW ENGLAND BAPTIST HOSPITAL: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NEW ENGLAND BAPTIST HOSPITAL (EIN 04-2103612)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-17
IRS object ID
202042319349300104
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)
Return2020-08-17T22:46:18-05:00ReturnTs
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)
EIN042103612EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND BAPTIST HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWEBusinessNameControlTxt
Phone6177545800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 PARKER HILL AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS GHERINGHELLIPersonNm
Person TitleVICE PRESIDENT & CFOPersonTitleTxt
Phone6177545800PhoneNum
Signature2020-08-17SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KAWECKIPreparerPersonNm
PTINP00743140PTIN
Phone5169187000PhoneNum
Preparation2020-08-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.49.173.45IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-17IPDt
IP Tm22:25:49IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0F15B0CDE5A4E1FB9EC7511A30B41E30291BB2E7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS GHERINGHELLIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 PARKER HILL AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02120ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$248,460,006GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NEBH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1889FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee1425TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$3,688,016TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,698,866PYContributionsGrantsAmt
CY Contributions Grants$4,573,504CYContributionsGrantsAmt
PY Program Service Revenue$226,924,446PYProgramServiceRevenueAmt
CY Program Service Revenue$226,687,187CYProgramServiceRevenueAmt
PY Investment Income$2,895,059PYInvestmentIncomeAmt
CY Investment Income$4,369,407CYInvestmentIncomeAmt
PY Other Revenue$13,225,414PYOtherRevenueAmt
CY Other Revenue$12,575,377CYOtherRevenueAmt
PY Total Revenue$247,743,785PYTotalRevenueAmt
CY Total Revenue$248,205,475CYTotalRevenueAmt
PY Grants And Similar Paid$194,465PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$175,895CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$103,068,920PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$103,789,775CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$49,182PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$50,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,930,149CYTotalFundraisingExpenseAmt
PY Other Expenses$134,625,299PYOtherExpensesAmt
CY Other Expenses$130,895,358CYOtherExpensesAmt
PY Total Expenses$237,937,866PYTotalExpensesAmt
CY Total Expenses$234,911,028CYTotalExpensesAmt
PY Revenues Less Expenses$9,805,919PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,294,447CYRevenuesLessExpensesAmt
Total Assets BOY$236,723,971TotalAssetsBOYAmt
Total Assets EOY$239,427,109TotalAssetsEOYAmt
Total Liabilities BOY$89,465,156TotalLiabilitiesBOYAmt
Total Liabilities EOY$86,394,395TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$147,258,815NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$153,032,714NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$77,793,208ExpenseAmt
Grant$70,419GrantAmt
Revenue$96,530,266RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$108,433,160ExpenseAmt
Grant$47,000GrantAmt
Revenue$88,962,635RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$33,140,176ExpenseAmt
Grant$14,000GrantAmt
Revenue$41,122,228RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$909,506ExpenseAmt
Grant$44,476GrantAmt
Revenue$4,283,908RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$909,506TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$44,476TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$4,283,908TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$220,276,050TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
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 HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt 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 MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
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 Document56IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1425EmployeeCnt
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 Members21GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS GHERINGHELLIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6177545800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 PARKER HILL AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021202847ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 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
AMELLO JASON
TRUSTEE1.000.00Yes (X)$0$0$0
BACHMAN JOHN JEB
TRUSTEE1.000.00Yes (X)$0$0$0
BARKER ESQ THOMAS R
TRUSTEE1.000.00Yes (X)$0$0$0
BARNETT KEITH
TRUSTEE1.000.00Yes (X)$0$0$0
BASILICO MD FACC FREDERICK C
TEE (EX-OFF)/CHAIR OF MED/SEC30.000.00Yes (X)$157,772$157,772$27,436Yes (X)
BEAMON SHANUAH
TRUSTEE1.000.00Yes (X)$0$0$0
COLLINS CHRISTOPHER
TRUSTEE, VICE CHAIR1.000.00Yes (X)$0$0$0Yes (X)
FREDERICK JOCELYN
TRUSTEE1.000.00Yes (X)$0$0$0
JENNY CHRISTOPHER
TRUSTEE1.000.00Yes (X)$0$0$0
LEWIS MD STANLEY M
TRUSTEE (CEO DESIGNATE)1.0064.00Yes (X)$0$732,103$72,582
LIBERT JEFFREY
TRUSTEE1.000.00Yes (X)$0$0$0
MATTINGLY MD DAVID
TTEE(EXOFF)/SURG CHF/ORTHO CHR15.0015.00Yes (X)$203,384$203,384$2,914
NICHOLS PETER B
TRUSTEE, CO-VICE CHAIR2.002.00Yes (X)$0$0$0
PASSAFARO DAVID
TRUSTEE (EX-OFF), PRESIDENT60.001.00Yes (X)$433,347$0$45,210
POGORZELSKI DONALD E
TRUSTEE & CO-VICE CHAIR2.000.00Yes (X)$0$0$0
RUBENSTEIN JAMES
TRUSTEE1.000.00Yes (X)$0$0$0
SAMSEL ERVEN
TRUSTEE, CHAIR5.000.00Yes (X)$0$0$0
SMITH RN MS MARY SULLIVAN
TEE (EX-O), SVP, COO, CNO58.002.00Yes (X)$462,398$24,337$19,352Yes (X)
SPITZ MD DAMON J
TEE/PRES MED STAFF/CHR RAD6.006.00Yes (X)$52,711$52,711$0
TABB MD KEVIN
TRUSTEE (EX-OFF), CEO1.0064.00Yes (X)$0$1,756,953$143,704Yes (X)
TROMANHAUSER MD SCOTT
TEE/CHF MED QTY OFF/RES OP DIR30.0060.00Yes (X)$229,542$229,542$42
BATTISTA MARY
ASSISTANT CLERK1.000.00$0$0$0Yes (X)
FISCHER STEVEN P
TREASURER1.0062.00$0$770,210$75,762Yes (X)
GHERINGHELLI MSF THOMAS J
ASSISTANT TREASURER58.002.00$404,849$21,308$23,798Yes (X)
KATZ JAMIE
CLERK1.0054.00$0$560,463$44,008Yes (X)
THOMPSON LINDA E
SVP, HR & SERVICE EXCELLENCE58.002.00$351,216$18,485$37,118Yes (X)
ANDERSON SCOTT W
AVP, PATIENT FIN. SERV.60.000.00$306,429$0$31,690Yes (X)
FINNEGAN LAUREN
EXEC DIR NEBMA & MED STAFF60.000.00$214,535$0$37,002Yes (X)
HAYEK MD JIHAD
PATHOLOGY CHAIR30.0030.00$184,955$184,955$60,980Yes (X)
HERMAN KATHERINE MORGAN
VICE PRESIDENT OF PHILANTHROPY60.000.00$288,956$0$40,814Yes (X)
MCKINNON BARBARA E
NURSE MANAGER60.000.00$229,528$0$52,734Yes (X)
HANNON FACHE PATRICIA
FORMER PRES/CEO/TTEE (EX-OFF)62.004.00$3,736,978$196,683$24,335Yes (X)
GREENSPAN ELIZABETH
FMR SVP, CHIEF STRATEGY OFF58.002.00$134,902$7,100$164Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,391,502TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,916,006TotReportableCompRltdOrgAmt
Total Other Compensation$739,645TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K252IndivRcvdGreaterThan100KCnt
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
C&W FACILITY SERVICES INC
275 GROVE ST 3AUBURNDALEMA02466FACILITY SERVICES$2,342,809
ANAESTHESIA ASSOC OF MASSACHUSETTS
690 CANTON ST SUITE 325WESTWOODMA02090SUPPORT SERVICES$869,000
SODEXO INC & AFFILIATES
PO BOX 81049WOBURNMA01813SUPPORT SERVICE MANAGEMENT$838,501
THE CHARTIS GROUP LLC
560 HARRISON AVE 501BOSTONMA02118ADVISORY SERVICE$760,221
FOLEY & LARDNER LLP
3000 K STREET NWWASHINGTONDC20007CONSULTING & LEGAL SERVICES$631,517
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K38CntrctRcvdGreaterThan100KCnt
Fundraising$596,430FundraisingAmt
All Other Contributions$3,977,074AllOtherContributionsAmt
Noncash Contributions$1,116,033NoncashContributionsAmt
Total Contributions$4,573,504TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INPATIENT CARE622310$96,530,266$96,530,266
MEDICARE622310$88,962,635$88,962,635
WALK IN CLINIC622310$41,122,228$41,122,228
RESEARCH541715$72,058$72,058
FieldValueIRS element (for citing)
Total Program Service Revenue$226,687,187TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,679,505TotalRevenueColumnAmt
Unrelated Business Revenue-$89,956UnrelatedBusinessRevenueAmt
Exclusion$1,769,461ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,650,106RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$48,733RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,601,373RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,601,373TotalRevenueColumnAmt
Unrelated Business Revenue$115,054UnrelatedBusinessRevenueAmt
Exclusion$1,486,319ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,689,902SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,689,902SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,689,902TotalRevenueColumnAmt
Exclusion$2,689,902ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$84,400FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$596,430ContriRptFundraisingEventAmt
Fundraising Direct Expenses$205,798FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$121,398TotalRevenueColumnAmt
Exclusion-$121,398ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
PHYSICIAN ADMIN622310$3,566,733$3,566,733
PARKING812930$1,711,955$1,711,955
CAFETERIA722514$1,178,968$1,178,968

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,637,746TotalRevenueColumnAmt
Related Or Exempt Func Income$4,211,850RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$96,185UnrelatedBusinessRevenueAmt
Exclusion$329,711ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,095,402OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$248,205,475TotalRevenueColumnAmt
Related Or Exempt Func Income$230,899,037RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,688,016UnrelatedBusinessRevenueAmt
Exclusion$9,044,918ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$175,895TotalAmt
Program Services$175,895ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,542,476TotalAmt
Program Services$5,233,981ProgramServicesAmt
Management And General$1,308,495ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$78,712,399TotalAmt
Program Services$76,433,876ProgramServicesAmt
Management And General$742,295ManagementAndGeneralAmt
Fundraising$1,536,228FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,559,110TotalAmt
Program Services$3,216,082ProgramServicesAmt
Management And General$307,056ManagementAndGeneralAmt
Fundraising$35,972FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,949,808TotalAmt
Program Services$8,101,126ProgramServicesAmt
Management And General$759,683ManagementAndGeneralAmt
Fundraising$88,999FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,025,982TotalAmt
Program Services$5,445,196ProgramServicesAmt
Management And General$519,881ManagementAndGeneralAmt
Fundraising$60,905FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$600,640TotalAmt
Program Services$542,750ProgramServicesAmt
Management And General$51,819ManagementAndGeneralAmt
Fundraising$6,071FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$366,740TotalAmt
Program Services$331,393ProgramServicesAmt
Management And General$31,640ManagementAndGeneralAmt
Fundraising$3,707FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$225,180TotalAmt
Management And General$225,180ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$50,000TotalAmt
Fundraising$50,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,567,751TotalAmt
Program Services$12,022,888ProgramServicesAmt
Management And General$1,148,162ManagementAndGeneralAmt
Fundraising$396,701FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,968,735TotalAmt
Program Services$1,778,988ProgramServicesAmt
Management And General$169,849ManagementAndGeneralAmt
Fundraising$19,898FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$58,514,043TotalAmt
Program Services$57,908,120ProgramServicesAmt
Management And General$300,241ManagementAndGeneralAmt
Fundraising$305,682FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,242,581TotalAmt
Program Services$3,834,040ProgramServicesAmt
Management And General$365,958ManagementAndGeneralAmt
Fundraising$42,583FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,535,368TotalAmt
Program Services$8,392,539ProgramServicesAmt
Management And General$2,092,847ManagementAndGeneralAmt
Fundraising$49,982FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$61,371TotalAmt
Program Services$47,023ProgramServicesAmt
Management And General$4,027ManagementAndGeneralAmt
Fundraising$10,321FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$421,933TotalAmt
Program Services$394,276ProgramServicesAmt
Management And General$24,843ManagementAndGeneralAmt
Fundraising$2,814FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,560,893TotalAmt
Program Services$1,410,454ProgramServicesAmt
Management And General$134,663ManagementAndGeneralAmt
Fundraising$15,776FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$5,173,346TotalAmt
Program Services$5,147,583ProgramServicesAmt
Management And General$23,061ManagementAndGeneralAmt
Fundraising$2,702FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,881,088TotalAmt
Program Services$10,735,984ProgramServicesAmt
Management And General$1,025,020ManagementAndGeneralAmt
Fundraising$120,084FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,815,207TotalAmt
Program Services$1,659,283ProgramServicesAmt
Management And General$139,573ManagementAndGeneralAmt
Fundraising$16,351FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MAINTENANCE & REPAIRS$13,017,048$10,710,440$2,185,062$121,546
FREE CARE$2,726,578$2,726,578
EQUIPMENT LEASES$2,374,622$2,328,428$41,350$4,844
NEBCIO ADMIN DUE$707,403$639,223$68,180

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,134,831TotalAmt
Program Services$1,059,904ProgramServicesAmt
Management And General$35,944ManagementAndGeneralAmt
Fundraising$38,983FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$234,911,028TotalAmt
Program Services$220,276,050ProgramServicesAmt
Management And General$11,704,829ManagementAndGeneralAmt
Fundraising$2,930,149FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,986,351BOYAmt
EOY$14,895,705EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,566,464BOYAmt
EOY$3,173,422EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,532,189BOYAmt
EOY$22,835,525EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,367,485BOYAmt
EOY$3,259,850EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,424,781BOYAmt
EOY$2,621,384EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$289,767,992LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$214,335,307LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$81,277,258BOYAmt
EOY$75,432,685EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$80,468,799BOYAmt
EOY$81,581,460EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$25,535,327BOYAmt
EOY$26,661,304EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,565,317BOYAmt
EOY$8,965,774EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$236,723,971BOYAmt
EOY$239,427,109EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,428,546BOYAmt
EOY$19,997,633EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,040,000BOYAmt
EOY$960,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$55,511,917BOYAmt
EOY$53,153,278EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,484,693BOYAmt
EOY$12,283,484EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$89,465,156BOYAmt
EOY$86,394,395EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$116,039,802BOYAmt
EOY$121,771,239EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,046,134BOYAmt
EOY$11,747,450EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,172,879BOYAmt
EOY$19,514,025EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$147,258,815BOYAmt
EOY$153,032,714EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$236,723,971BOYAmt
EOY$239,427,109EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$13,294,447ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,847,976NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,672,572OtherChangesInNetAssetsAmt
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)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$225,180OtherActivitiesAmt
Total Lobbying Expenditures$225,180TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationNEW ENGLAND BAPTIST HOSPITAL 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 $225,180 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$62,370,000BeginningYearBalanceAmt
Contributions$1,637,000ContributionsAmt
Investment Earnings Or Losses$1,009,000InvestmentEarningsOrLossesAmt
Other Expenditures$932,000OtherExpendituresAmt
End Year Balance$64,084,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$59,774,000BeginningYearBalanceAmt
Contributions$1,702,000ContributionsAmt
Investment Earnings Or Losses$2,882,000InvestmentEarningsOrLossesAmt
Other Expenditures$1,988,000OtherExpendituresAmt
End Year Balance$62,370,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$53,914,000BeginningYearBalanceAmt
Contributions$2,482,000ContributionsAmt
Investment Earnings Or Losses$4,207,000InvestmentEarningsOrLossesAmt
Other Expenditures$829,000OtherExpendituresAmt
End Year Balance$59,774,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,716,000BeginningYearBalanceAmt
Contributions$1,498,000ContributionsAmt
Investment Earnings Or Losses$2,720,000InvestmentEarningsOrLossesAmt
Other Expenditures$1,020,000OtherExpendituresAmt
End Year Balance$53,914,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,865,000BeginningYearBalanceAmt
Contributions$1,163,000ContributionsAmt
Investment Earnings Or Losses-$791,000InvestmentEarningsOrLossesAmt
Other Expenditures$521,000OtherExpendituresAmt
End Year Balance$50,716,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.60000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.30000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,956,331OtherCostOrOtherBasisAmt
Book Value$3,956,331BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$154,370,085OtherCostOrOtherBasisAmt
Depreciation$108,726,308DepreciationAmt
Book Value$45,643,777BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,730,413OtherCostOrOtherBasisAmt
Depreciation$1,770,395DepreciationAmt
Book Value$7,960,018BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$121,711,163OtherCostOrOtherBasisAmt
Depreciation$103,838,604DepreciationAmt
Book Value$17,872,559BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$75,432,685TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY & VENTURE CAPITAL$3,198,448F
ABSOLUTE RETURN & HEDGED EQUITY$17,289,266F
CREDIT RELATED$3,724,374F
REAL ASSET$2,449,216F
FieldValueIRS element (for citing)
Total Book Value Securities$26,661,304TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
LT REINS LIAB CRIO$7,934,348
LT DEFERRED PENSION$2,659,187
IBNR -INSURANCE & MALPRACTICE$1,672,783
DEPOSITS REC'D LEASES$17,166
FieldValueIRS element (for citing)
Total Liability$12,283,484TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,267,670,000TotalRevEtcAuditedFinclStmtAmt
Other Revenue$3,127,026,731OtherRevenueAmt
Revenue Not Reported$3,127,026,731RevenueNotReportedAmt
Revenue Subtotal$140,643,269RevenueSubtotalAmt
Other Revenues Not Included$107,562,206OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$107,562,206RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$248,205,475TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,697,428,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,560,717,616OtherExpensesIncludedAmt
Expenses Not Reported$3,560,717,616ExpensesNotReportedAmt
Expenses Subtotal$136,710,384ExpensesSubtotalAmt
Other Expenses Not Included$98,200,644OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$98,200,644ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$234,911,028TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:UNDER NEW ENGLAND BAPTIST HOSPITAL'S CURRENT LONG-TERM INVESTMENT SPENDING POLICY, WHICH IS WITHIN THE GUIDELINES SPECIFIED UNDER MASSACHUSETTS STATE LAW, 5% OF THE OF QUALIFYING INCOME AVAILABLE MAY BE APPROPRIATED. IN ESTABLISHING THESE POLICIES, NEW ENGLAND BAPTIST HOSPITAL CONSIDERED THE EXPECTED RETURN ON ITS ENDOWMENT AND ITS PROGRAMMING NEEDS. ACCORDINGLY, NEW ENGLAND BAPTIST HOSPITAL EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO MAINTAIN ITS PURCHASING POWER AND TO PROVIDE A PREDICTABLE AND STABLE SOURCE OF REVENUE TO THE ANNUAL OPERATING BUDGET. ADDITIONAL REAL GROWTH WILL BE PROVIDED THROUGH NEW GIFTS OR EXCESS INVESTMENT RETURN.
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 2,075,485. UNREALIZED GAIN/LOSS -205,560. CONSOLIDATED AFFILIATES NET ELIMINIATIONS 3,125,156,806.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RESTRICTED CONTRIBUTIONS 2,837,944. RESTRICTED REVENUE 1,276,986. RENTAL/ FUNDRAISING/ INVESTMENT EXPENSE RECLASS -254,531. ROUNDING 1. 5 MONTH REVENUE NOT IN AFS 103,701,806.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL/ FUNDRAISING/ INVESTMENT EXPENSE RECLASS 254,531. CONSOLIDATED AFFILIATES NET ELIMINIATIONS 3,560,463,085.
PART XII, LINE 4B - OTHER ADJUSTMENTS:5 MONTH EXPENSES NOT IN AFS 98,200,644.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$9,321,200
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$1,330,468
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$10,651,668SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$10,651,668TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F:AS PREVIOUSLY NOTED IN THE FILING NEW ENGLAND BAPTIST HOSPITAL, MAINTAINS STRONG RELATIONSHIP WITH MANY PARTNERS AND NEW ENGLAND BAPTIST HOSPITAL WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFIT MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS. {{ENTITY-NAME}} ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS.
SCHEDULE F PART IV QUESTION 3ALTHOUGH NEW ENGLAND BAPTIST HOSPITAL, INC. HAD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN CORPORATION, IT DID NOT MEET ANY OF THE FIVE CATEGORIES OF REQUIRED FILER AND AS SUCH WAS NOT REQUIRED TO FILE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS.
SCHEDULE F PART IV QUESTION 4ALTHOUGH NEW ENGLAND BAPTIST HOSPITAL, INC. WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, NEW ENGLAND BAPTIST HOSPITAL, INC. WAS NOT REQUIRED TO FILE FORM 8621, INFORMATION RETURNS BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND.
SCHEDULE F PART IV QUESTION 5ALTHOUGH NEW ENGLAND BAPTIST HOSPITAL, INC. HELD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN PARTNERSHIP DURING THE TAX YEAR, THE INTEREST DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
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 Line1DEVELPMENT GUILD DDIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 HAVARD STAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02446ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING COUNSELActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$50,000RetainedByContractorAmt
Net To Organization-$50,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$50,000TotalRetainedByContractorsAmt
Total Net To Organization-$50,000TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALA EVENTEvent1Nm
Gross Receipts Event1$680,830GrossReceiptsEvent1Amt
Charitable Contri Event1$596,430CharitableContriEvent1Amt
Gross Revenue Event1$84,400GrossRevenueEvent1Amt
Rent Facility Costs Event1$31,014RentFacilityCostsEvent1Amt
Food And Beverage Event1$102,885FoodAndBeverageEvent1Amt
Entertainment Event1$26,669EntertainmentEvent1Amt
Other Direct Expenses Event1$45,230OtherDirectExpensesEvent1Amt
Gross Receipts Total$680,830GrossReceiptsTotalAmt
Charitable Contributions Tot$596,430CharitableContributionsTotAmt
Gross Revenue Total Events$84,400GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$31,014RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$102,885FoodAndBeverageTotalEventsAmt
Entertainment Total Events$26,669EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$45,230OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$205,798DirectExpenseSummaryEventsAmt
Net Income Summary-$121,398NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,665,090TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,665,090NetCommunityBenefitExpnsAmt
Total Expense0.01560TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,162,448TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$747,221DirectOffsettingRevenueAmt
Net Community Benefit Expns$415,227NetCommunityBenefitExpnsAmt
Total Expense0.00180TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$4,827,538TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$747,221DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,080,317NetCommunityBenefitExpnsAmt
Total Expense0.01740TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$281,415TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$281,415NetCommunityBenefitExpnsAmt
Total Expense0.00120TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,575,021TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$306,006DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,269,015NetCommunityBenefitExpnsAmt
Total Expense0.00540TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$5,660,194TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,694,547DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,965,647NetCommunityBenefitExpnsAmt
Total Expense0.01260TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,238,242TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$72,058DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,166,184NetCommunityBenefitExpnsAmt
Total Expense0.00500TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$487,258TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$487,258NetCommunityBenefitExpnsAmt
Total Expense0.00210TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$9,242,130TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,072,611DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,169,519NetCommunityBenefitExpnsAmt
Total Expense0.02630TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$14,069,668TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,819,832DirectOffsettingRevenueAmt
Net Community Benefit Expns$10,249,836NetCommunityBenefitExpnsAmt
Total Expense0.04370TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$65,140TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$65,140NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$391,666TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$391,666NetCommunityBenefitExpnsAmt
Total Expense0.00170TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$94,434TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$94,434NetCommunityBenefitExpnsAmt
Total Expense0.00040TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$551,240TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$551,240NetCommunityBenefitExpnsAmt
Total Expense0.00240TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$102,253BadDebtExpenseAmt
Reimbursed By Medicare$91,493,873ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$108,096,924CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$16,603,051MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND BAPTIST HOSPITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 PARKER AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02120ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.NEBH.ORGWebsiteAddressTxt
State License2059StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Teaching HospitalYes (X)TeachingHospitalInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND BAPTIST HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
CHNA Conducted18CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts0CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART VIOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt18ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLSEE PART VIStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.000000000000FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLWWW.NEBH.ORGFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLWWW.NEBH.ORGFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLWWW.NEBH.ORGFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care Policy0NondisEmergencyCarePolicyInd
Other ReasonYes (X)OtherReasonInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NEW ENGLAND BAPTIST HOSPITALPART V, SECTION B, LINE 5: PART V, SECTION B, LINE 5: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION.
NEW ENGLAND BAPTIST HOSPITALPART V, SECTION B, LINE 11: NEW ENGLAND BAPTIST HOSPITAL:PART V, SECTION B, LINE 5: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION.
NEW ENGLAND BAPTIST HOSPITALPART V, SECTION B, LINE 21D: NEW ENGLAND BAPTIST HOSPITAL:PART V, SECTION B, LINE 5: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION.
FieldValueIRS element (for citing)
Facility3FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - NEBH OUTPATIENT CARE AT CHESTNUT HILL
830 BOYLSTON ST208 BASEMENT LEVELCHESTNUT HILLMA02467MEDICAL/SURGICAL
2 - NEW ENGLAND BAPTIST SURGICARE
1 BROOKLINE PLACE 2ND FL SUITE 201BROOKLINEMA02445INTENSIVE CARE UNIT
3 - NEBH OUTPATIENT SURGERY SATELLITE
40 ALLIED DRIVE SUITE 200DEDHAMMA02026AMBULATORY CARE SERVICES

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE H NARRATIVESFORM 990 SCHEDULE H PART V, SECTION C, SUPPLEMENTAL INFORMATION FOR SCHEDULE H PART V, SECTION BFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITSCOMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSCOMMUNITY BENEFITS MISSION STATEMENT NEW ENGLAND BAPTIST HOSPITAL (NEBH) IS COMMITTED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS ACROSS BOSTON TO IDENTIFY AREAS OF SPECIAL NEED IN MUSCULOSKELETAL DISEASE AND COLLABORATE ON PROGRAMS TO ADDRESS THESE NEEDS, WITH SPECIAL FOCUS ON UNDERSERVED POPULATIONS THROUGH OUTREACH, EDUCATION AND PROVISION OF SERVICES TO ADDRESS MUSCULOSKELETAL HEALTH.THIS COMMUNITY BENEFITS MISSION IS FULFILLED BY: INVOLVING NEBH'S STAFF, INCLUDING ITS LEADERSHIP AND DOZENS OF COMMUNITY PARTNERS, IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS AS WELL AS IN THE DEVELOPMENT, IMPLEMENTATION AND OVERSIGHT OF THE IMPLEMENTATION STRATEGY (IS); ENGAGING RESIDENTS THROUGHOUT THE HOSPITAL'S SERVICE AREAS IN ALL ASPECTS OF THE COMMUNITY BENEFITS PROCESS, INCLUDING ASSESSMENT, PLANNING, IMPLEMENTATION AND EVALUATION. SPECIAL ATTENTION IS FOCUSED ON ENGAGING DIVERSE PERSPECTIVES, FROM THOSE, PATIENTS AND NON-PATIENTS ALIKE, WHO ARE OFTEN LEFT OUT OF SIMILAR ASSESSMENT, PLANNING AND PROGRAM IMPLEMENTATION PROCESSES; ASSESSING UNMET COMMUNITY NEED BY COLLECTING PRIMARY AND SECONDARY DATA (BOTH QUANTITATIVE AND QUALITATIVE) TO IDENTIFY UNMET HEALTH-RELATED NEEDS AND TO CHARACTERIZE THOSE IN THE COMMUNITY WHO ARE MOST VULNERABLE AND FACE DISPARITIES IN ACCESS AND OUTCOMES; IMPLEMENTING COMMUNITY HEALTH PROGRAMS AND SERVICES IN NEBH'S SERVICE AREA GEARED TOWARD IMPROVING CURRENT AND FUTURE HEALTH STATUS OF INDIVIDUALS, FAMILIES AND COMMUNITIES BY REMOVING BARRIERS TO CARE, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, STRENGTHENING THE HEALTHCARE SYSTEM AND WORKING TO DECREASE THE BURDEN OF THE LEADING HEALTH ISSUES;PROMOTING HEALTH EQUITY BY ADDRESSING SOCIAL AND INSTITUTIONAL INEQUITIES, RACISM AND BIGOTRY AND ENSURING THAT ALL PATIENTS ARE WELCOMED AND RECEIVE CARE THAT IS RESPECTFUL AND CULTURALLY RESPONSIVE; AND FACILITATING COLLABORATION AND PARTNERSHIP WITHIN AND ACROSS SECTORS (E.G., STATE/LOCAL PUBLIC HEALTH AGENCIES, HEALTH CARE PROVIDERS, SOCIAL SERVICE ORGANIZATIONS, BUSINESSES, ACADEMIC INSTITUTIONS, COMMUNITY HEALTH COLLABORATIVES, AND OTHER COMMUNITY HEALTH ORGANIZATIONS) TO ADVOCATE FOR, SUPPORT AND IMPLEMENT EFFECTIVE HEALTH POLICIES, COMMUNITY PROGRAMS AND SERVICES.COMMUNITY BENEFITS SUMMARYDURING THE FISCAL YEAR COVERED BY THIS FILING, NEBH PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $768,673 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIP/TEAMNEBH'S COMMUNITY BENEFITS LEADERSHIP TEAM INCLUDES REPRESENTATION FROM THE HOSPITAL'S SENIOR ADMINISTRATION, PATIENT FAMILY AND ADVISORY COUNCIL, AND REPRESENTATIVES FROM COMMUNITY AGENCIES, ALL OF WHOM ARE MEMBERS OF THE HOSPITAL'S COMMUNITY BENEFITS ADVISORY COMMITTEE. THE HOSPITAL'S COMMUNITY AND GOVERNMENT AFFAIRS DEPARTMENT MANAGES THE DAY-TO-DAY OPERATIONS OF THE COMMUNITY BENEFITS PROGRAM WITH GUIDANCE FROM HOSPITAL LEADERSHIP, THE FINANCE DEPARTMENT AND THE COMMUNITY BENEFITS ADVISORY COMMITTEE. COMMUNITY HEALTH NEEDS ASSESSMENTMOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENTINTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE (IRC) SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT A HEALTH IMPLEMENTATION STRATEGY PURSUANT TO FEDERAL GUIDELINES TO MAINTAIN ITS TAX-EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. NEBH COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN SEPTEMBER 2019. THAT CHNA WAS APPROVED BY THE NEBH BOARD OF DIRECTORS ON SEPTEMBER 2019. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS ALSO APPROVED BY THE BOARD ON SEPTEMBER 2019, WHICH IS WITHIN THE TIMELINE REQUIRED BY THE TREASURY REGULATIONS UNDER 501(R). NEBH'S MOST RECENT CHNA AND THE ASSOCIATED IS ARE THE CULMINATION OF SEVERAL MONTHS OF WORK AND WERE BORNE LARGELY OF NEBH'S COMMITMENT TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS COMMUNITY BENEFITS SERVICE AREA WITH AN EMPHASIS ON THOSE WHO ARE MOST DISADVANTAGED. THE PROJECT ALSO FULFILLS COMMONWEALTH ATTORNEY GENERAL'S OFFICE (AGO) AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT NEBH ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW NEBH, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT, WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE CHNA.2019 COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY2019 COMMUNITY HEALTH NEEDS ASSESSMENTTARGETED GEOGRAPHY AND POPULATIONSAS NOTED ABOVE, NEBH COMPLETED ITS LAST ASSESSMENT IN SEPTEMBER 2019. THE GEOGRAPHICAL FOCUS OF THE SEPTEMBER 2019'S MOST RECENTLY COMPLETED CHNA ENCOMPASSES THE MISSION HILL AND ROXBURY NEIGHBORHOODS OF BOSTON, AS WELL AS THE CITIES OF DEDHAM, CHESTNUT HILL (NEWTON) AND BROOKLINE. THESE COMMUNITIES DEFINE NEBH'S COMMUNITY BENEFITS SERVICE AREA (CBSA). IN RECOGNITION OF THE CONSIDERABLE HEALTH DISPARITIES THAT EXIST IN SOME COMMUNITIES, NEBH FOCUSES THE BULK OF ITS COMMUNITY BENEFITS RESOURCES ON IMPROVING THE HEALTH STATUS OF LOW-INCOME AND UNDERSERVED POPULATIONS LIVING IN THE BOSTON NEIGHBORHOODS OF ROXBURY AND MISSION HILL. WHILE THERE ARE CERTAINLY SEGMENTS OF THE POPULATIONS IN BROOKLINE, CHESTNUT HILL, AND DEDHAM THAT ARE VULNERABLE AND UNDERSERVED, THE GREATEST DISPARITIES EXIST IN BOSTON. IN ORDER TO MAXIMIZE THE IMPACT OF ITS COMMUNITY BENEFITS RESOURCES, NEBH'S COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) VOTED TO PRIORITIZE AND FOCUS NEBH'S ATTENTION ON THE MORE URBAN, HIGH-NEED COMMUNITIES IN NEBH'S CBSA.TARGET POPULATIONS FOR NEBH'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS, COLLABORATIVE EFFORTS AND A CHNA THAT IS CONDUCTED EVERY THREE YEARS IN ACCORDANCE WITH THE REQUIREMENTS UNDER IRC SECTION 501(R).NEBH'S TARGET POPULATIONS FOCUS ON MEDICALLY UNDERSERVED AND VULNERABLE GROUPS, AS FOLLOWS: LOW- AND MODERATE-INCOME POPULATIONS OLDER ADULTS RACIALLY AND ETHNICALLY DIVERSE POPULATIONS/NON-ENGLISH SPEAKERS CHILDREN AND FAMILIESNEBH'S PROGRAMS MIRROR THE FIVE CORE PRINCIPLES OUTLINED BY THE PUBLIC HEALTH INSTITUTE IN TERMS OF THE "EMPHASIS ON COMMUNITIES WITH DISPROPORTIONATE UNMET HEALTH-RELATED NEEDS; EMPHASIS ON PRIMARY PREVENTION; BUILDING A SEAMLESS CONTINUUM OF CARE; BUILDING COMMUNITY CAPACITY; AND COLLABORATIVE GOVERNANCE."PROGRAMS DEVELOPED WILL AIM TO ADDRESS AND IMPROVE UPON THE FOLLOWING PRIORITY AREAS: SOCIAL DETERMINANTS OF HEALTH (INCLUDING POVERTY, FOOD INSECURITY, SAFETY AND VIOLENCE) CHRONIC DISEASE MANAGEMENT AND PREVENTION (INCLUDING PHYSICAL, BEHAVIORAL, AND EMOTIONAL RISK FACTORS AS WELL AS CHRONIC DISEASE MANAGEMENT) AND 2019 COMMUNITY HEALTH NEEDS ASSESSMENTSUMMARY OF APPROACH AND METHODSNEBH USED A PARTICIPATORY, COLLABORATIVE APPROACH TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS SURROUNDING COMMUNITY. NEBH HIRED JOHN SNOW, INC. (JSI), TO CONDUCT AND MANAGE THE CHNA PROCESS UNDERTAKEN DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, AND JSI WORKED CLOSELY WITH NEBH'S COMMUNITY BENEFITS STAFF THROUGHOUT THE PROCESS. THE MOST RECENT CHNA WAS DESIGNED AS A THREE-PHASE PROCESS: PHASE ONE INVOLVED PRELIMINARY ASSESSMENT AND ENGAGEMENT ACTIVITIES, INCLUDING: COLLECTION AND ANALYSIS OF QUANTITATIVE DATA TO CHARACTERIZE COMMUNITY CHARACTERISTICS AND DISEASE BURDEN KEY INFORMANT INTERVIEWS WITH HOSPITAL LEADERSHIP, THE PATIENT FAMILY ADVISORY COMMITTEE, AND COMMUNITY STAKEHOLDERS AN EVALUATION OF NEBH'S CURRENT PORTFOLIO OF COMMUNITY BENEFITS ACTIVITIESPHASE TWO INVOLVED TARGETED ENGAGEMENT ACTIVITIES, INCLUDING: FOCUS GROUPS WITH HOSPITAL LEADERSHIP, CLINICAL PROVIDERS AND COMMUNITY STAKEHOLDERS DISSEMINATION AND ANALYSIS OF A COMMUNITY HEALTH SURVEY TO CAPTURE RESIDENTS' PERCEPTIONS OF BARRIERS TO GOOD HEALTH, LEADING HEALTH ISSUES, VULNERABLE POPULATIONS, ACCESSIBILITY OF HEALTH SERVICES, AND OPPORTUNITIES FOR THE HOSPITAL TO IMPROVE THE SERVICES THEY OFFER TO THE COMMUNITY
SCHEDULE H NARRATIVESPHASE THREE INVOLVED A SERIES OF STRATEGIC PLANNING AND REPORTING ACTIVITIES, INCLUDING: MEETINGS WITH THE CBAC AND SENIOR LEADERSHIP TEAM (INCLUDING MEMBERS OF THE BOARD OF TRUSTEES) TO PRESENT CHNA FINDINGS, PRIORITIZE COMMUNITY HEALTH ISSUES, IDENTIFY VULNERABLE POPULATIONS, AND DISCUSS POTENTIAL RESPONSES CREATION OF A RESOURCE INVENTORY TO CATALOG LOCAL ORGANIZATIONS, SERVICE PROVIDERS, AND COMMUNITY ASSETS THAT HAVE THE POTENTIAL TO ADDRESS IDENTIFIED NEEDS LITERATURE REVIEW OF EVIDENCE-BASED STRATEGIES TO RESPOND TO IDENTIFIED HEALTH PRIORITIES DEVELOPMENT AND DISSEMINATION OF A FINAL CHNA REPORT AND IS2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSDETAIL OF APPROACH AND METHODSTHE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING REGIONAL DATA ON SOCIAL, ECONOMIC AND HEALTH INDICATORS AS WELL AS INFORMATION FROM THE DISSEMINATION AND ANALYSIS OF A COMMUNITY HEALTH SURVEY TO CAPTURE RESIDENTS' PERCEPTIONS OF BARRIERS TO GOOD HEALTH, LEADING HEALTH ISSUES, VULNERABLE POPULATIONS, ACCESSIBILITY OF HEALTH SERVICES AND OPPORTUNITIES FOR THE HOSPITAL TO IMPROVE THE SERVICES THEY OFFER TO THE COMMUNITY. QUANTITATIVE DATA FROM A BROAD RANGE OF SOURCES WAS COLLECTED AND ANALYZED TO CHARACTERIZE COMMUNITIES IN NEBH'S CBSA, MEASURE HEALTH STATUS, AND INFORM A COMPREHENSIVE UNDERSTANDING OF THE HEALTH-RELATED ISSUES. SOURCES INCLUDED: U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2013-2017) MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES (2017 AND 2018-2019) FBI UNIFORM CRIME REPORTS (2017) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, REGISTRY OF VITAL RECORDS AND STATISTICS (2015) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, BUREAU OF SUBSTANCE ABUSE SERVICES (2017) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, ANNUAL REPORTS ON BIRTHS (2016) MASSACHUSETTS BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2017) MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL PROFILES (FY 2013-2017) MASSACHUSETTS HEALTHY AGING COLLABORATIVE, COMMUNITY PROFILES (2018) THE CHNA ALSO INCLUDED SOME MORE REFINED ANALYSIS OF HOSPITAL DISCHARGE DATA COMPILED BY THE MASSACHUSETTS CENTER FOR HEALTH INFORMATION AND ANALYSIS (CHIA). THIS ANALYSIS FOCUSED ON ANALYZING AMBULATORY CARE SENSITIVE CONDITIONS, WHICH ALLOW FOR THE ASSESSMENT OF THE STRENGTH OF A COMMUNITY'S PRIMARY CARE SYSTEM AND ITS ABILITY TO PREVENT OR AVOID HOSPITALIZATIONS. 2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSKEY INFORMANT INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS (SCHEDULE H, PART V, SECTION B, LINE 5)NEBH, WITH THE HELP OF JSI, CONDUCTED 12 KEY INFORMANT INTERVIEWS WITH COMMUNITY STAKEHOLDERS, INCLUDING REPRESENTATIVES FROM HOSPITAL AND MUNICIPAL LEADERSHIP, THE BUSINESS COMMUNITY, PUBLIC HEALTH DEPARTMENTS, SOCIAL SERVICE PROVIDERS, SCHOOLS, FAITH-BASED COMMUNITIES, AND COMMUNITY HEALTH COALITIONS. JSI ALSO FACILITATED TWO FOCUS GROUPS. APPENDIX A IN THE NEBH CHNA INCLUDES DETAILS ON SESSION DATES, PARTICIPANTS, SECTORS, AND THE QUESTIONS ASKED.2019 COMMUNITY HEATH NEEDS ASSESSMENT PROCESSFOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)TWO FOCUS GROUPS WITH IDENTIFIED UNDERSERVED POPULATIONS WERE ALSO HELD. COMMUNITY DIALOGUES AND KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH COMMUNITY MEMBERS. PARTICIPANTS REPRESENTED DIFFERENT AUDIENCES, INCLUDING COMMUNITY MEMBERS AND LONG-TERM PATIENTS FROM MISSION HILL AND REPRESENTATIVES OF THE MISSION HILL SENIOR LEGACY PROJECT, AN ORGANIZATION OF OLDER ADULTS FROM MISSION HILL WHO COME TOGETHER TO ORGANIZE SOCIAL EVENTS AND COMMUNITY-ORIENTED PROJECTS (SCHEDULE H, PART V, SECTION B, QUESTIONS 3 AND 5). ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED APPROXIMATELY 185 PEOPLE. APPENDIX A IN THE NEBH CHNA INCLUDES DETAILS ON SESSION DATES, PARTICIPANTS, SECTORS, AND THE QUESTIONS ASKED.2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSREVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTS THE NEBH COMMUNITY HEALTH IMPLEMENTATION STRATEGY WAS DEVELOPED BY A TEAM COMPRISED OF HOSPITAL LEADERSHIP, PATIENT ADVOCACY, MEDICAL STAFF, PUBLIC RELATIONS AND COMMUNITY REPRESENTATION. THE GROUP REVIEWED PROGRESS TOWARD GOALS AND OBJECTIVES OF THE PRIOR THREE-YEAR PERIOD, AS WELL AS THE CURRENT DATA COLLECTED THROUGH THE CHNA, TO HELP ENVISION AND DEFINE PRIORITY AREAS FOR THE FUTURE. THE IMPLEMENTATION STRATEGY IDENTIFIED PRIORITY AREAS AND DEFINED GOALS, ALONG WITH OBJECTIVES FOR EACH GOAL AND DRAFTED STRATEGIES TO OPERATIONALIZE THESE OBJECTIVES. 2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSKEY FINDINGSTHE KEY PRIORITY POPULATIONS IDENTIFIED THROUGH THE CHNA CONDUCTED DURING THE PERIOD ENDED SEPTEMBER 30, 2019, WERE: CHILDREN AND FAMILIES OLDER ADULTS LOW TO MODERATE INCOME POPULATIONS RACIALLY/ETHNICALLY DIVERSE POPULATIONS, AND LIMITED-ENGLISH SPEAKERSTHE NEBH 2019 CHNA RESULTED IN KEY FINDINGS IN THE FOLLOWING AREAS: SOCIAL DETERMINANTS OF HEALTH CONTINUE TO HAVE A TREMENDOUS IMPACT ON MANY SEGMENTS OF THE POPULATION. THE DOMINANT THEME FROM THE ASSESSMENT'S KEY INFORMANT INTERVIEWS AND COMMUNITY FORUMS WAS THE CONTINUED IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH ARE HAVING ON THE CBSA'S LOW-INCOME, UNDERSERVED, DIVERSE POPULATION COHORTS. MORE SPECIFICALLY, DETERMINANTS SUCH AS POVERTY, EMPLOYMENT OPPORTUNITIES, VIOLENCE, TRANSPORTATION, RACIAL SEGREGATION, LITERACY, PROVIDER LINGUISTIC/CULTURAL COMPETENCY, SOCIAL SUPPORT, AND COMMUNITY COHESION LIMIT MANY PEOPLE'S ABILITY TO CARE FOR THEIR OWN AND/OR THEIR FAMILIES' HEALTH. DISPARITIES IN HEALTH OUTCOMES EXIST IN NEBH'S CBSA BY RACE/ETHNICITY, FOREIGN BORN STATUS, INCOME AND LANGUAGE. THERE ARE MAJOR HEALTH DISPARITIES FOR RESIDENTS LIVING IN NEBH'S CBSA. THIS IS PARTICULARLY TRUE FOR RACIALLY/ETHNICALLY DIVERSE, FOREIGN BORN, LOW-INCOME, AND NON-ENGLISH SPEAKING RESIDENTS LIVING IN THE BOSTON NEIGHBORHOODS OF MISSION HILL AND ROXBURY. THE IMPACT OF RACISM, BARRIERS TO CARE, AND DISPARITIES IN HEALTH OUTCOMES THAT THESE POPULATIONS FACE ARE WIDELY DOCUMENTED IN THE LITERATURE AND CONFIRMED BY THE DATA CAPTURED BY THIS ASSESSMENT. HIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS. THE ASSESSMENT'S QUANTITATIVE DATA CLEARLY SHOWS THAT MANY COMMUNITIES IN NEBH'S CBSA HAVE HIGH RATES FOR MANY OF THE LEADING PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). IN MANY COMMUNITIES, THESE RATES ARE STATISTICALLY HIGHER THAN COMMONWEALTH RATES, INDICATING A PARTICULARLY SIGNIFICANT PROBLEM. HOWEVER, EVEN FOR THOSE COMMUNITIES WHERE THE RATES ARE NOT STATISTICALLY HIGHER, THESE CONDITIONS ARE STILL THE LEADING CAUSES OF PREMATURE DEATH. HIGH RATES OF THE LEADING HEALTH RISK FACTORS. ONE OF THE LEADING FINDINGS FROM THE ASSESSMENT IS THAT MANY COMMUNITIES AND/OR POPULATION SEGMENTS IN NEBH'S CBSA HAVE HIGH RATES OF CHRONIC PHYSICAL AND BEHAVIORAL HEALTH CONDITIONS. IN SOME PEOPLE, THESE CONDITIONS HAVE UNDERLYING GENETIC ROOTS THAT ARE HARD TO COUNTER. HOWEVER, FOR MOST PEOPLE THESE CONDITIONS ARE WIDELY CONSIDERED PREVENTABLE OR MANAGEABLE. ADDRESSING THE LEADING RISK FACTORS IS AT THE ROOT OF A SOUND CHRONIC DISEASE PREVENTION AND MANAGEMENT STRATEGY. HIGH RATES OF SUBSTANCE USE AND MENTAL HEALTH ISSUES. THE IMPACT OF SOCIAL DETERMINANTS WAS THE LEAD FINDING, BUT A CLOSE SECOND WAS THE PROFOUND IMPACT OF BEHAVIORAL HEALTH ISSUES (I.E., SUBSTANCE USE AND MENTAL HEALTH) ON INDIVIDUALS, FAMILIES AND COMMUNITIES IN EVERY GEOGRAPHIC REGION AND EVERY POPULATION SEGMENT IN NEBH'S CBSA. DEPRESSION/ANXIETY, SUICIDE, ALCOHOL USE, OPIOID AND PRESCRIPTION DRUG USE, AND MARIJUANA USE ARE MAJOR HEALTH ISSUES AND ARE HAVING A SIGNIFICANT IMPACT ON THE POPULATION AS WELL AS A BURDEN ON THE SERVICE SYSTEM. THE FACT THAT PHYSICAL AND BEHAVIORAL HEALTH ARE SO INTERTWINED COMPOUNDS THE IMPACT OF THESE ISSUES. OF PARTICULAR CONCERN ARE THE INCREASING RATES OF OPIOID USE AND THE IMPACTS OF TRAUMA. LIMITED ACCESS TO BEHAVIORAL HEALTH SERVICES, PARTICULARLY FOR LOW-INCOME, MEDICAID COVERED, UNINSURED, FOREIGN BORN, NON-ENGLISH SPEAKERS, AND THOSE WITH COMPLEX/MULTI-FACETED ISSUES. DESPITE THE BURDEN OF MENTAL HEALTH AND SUBSTANCE USE ON ALL SEGMENTS OF THE POPULATION, THERE IS AN EXTREMELY LIMITED SERVICE SYSTEM AVAILABLE TO MEET THE NEEDS THAT EXIST FOR THOSE WITH MILD TO MODERATE EPISODIC ISSUES OR THOSE WITH MORE SERIOUS AND COMPLEX, CHRONIC CONDITIONS. EFFORTS NEED TO BE MADE TO EXPAND ACCESS, REDUCE BARRIERS TO CARE (INCLUDING STIGMA), AND IMPROVE THE QUALITY OF PRIMARY CARE AND SPECIALIZED BEHAVIORAL HEALTH SERVICES. THE CHNA THAT WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, WILL INFORM NEBH'S COMMUNITY BENEFITS INITIATIVES DURING THE FISCAL YEARS ENDED SEPTEMBER 30, 2020; SEPTEMBER 30, 2021; AND SEPTEMBER 30, 2022.
SCHEDULE H NARRATIVESCOMMUNITY HEALTH NEEDS ASSESSMENT AND ACTIVITIES REPORTED IN THIS FILINGTHE 2016 CHNA AND ACCOMPANYING IMPLEMENTATION STRATEGY WERE APPROVED BY THE NEBH BOARD OF TRUSTEES BEFORE SEPTEMBER 30, 2016, AND INFORMED NEBH'S COMMUNITY BENEFITS PROCESS FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2017; SEPTEMBER 30, 2018; AND SEPTEMBER 30, 2019. AS SUCH, THE ACCOMPLISHMENTS AND ACTIVITIES INCLUDED IN THIS FILING AND REPORTED BELOW RELATE TO THE DOCUMENTS APPROVED AS OF SEPTEMBER 30, 2016. 2016 COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGYTHE NEBH CHNA AND ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2016, WAS THE CULMINATION OF SEVERAL MONTHS OF WORK AND WERE BORNE LARGELY OF NEBH'S COMMITMENT TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS COMMUNITY BENEFITS SERVICE AREA WITH AN EMPHASIS ON THOSE WHO ARE MOST VULNERABLE OR DISADVANTAGED. THE PROJECT WAS ALSO DESIGNED TO FULFILL COMMONWEALTH ATTORNEY GENERAL'S OFFICE (AGO) AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT NEBH ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW NEBH, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT, WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE CHNA.2016 COMMUNITY HEALTH NEEDS ASSESSMENTTARGETED GEOGRAPHY AND POPULATIONNEBH'S TARGET POPULATIONS FOCUS ON MEDICALLY UNDERSERVED AND VULNERABLE GROUPS, AS FOLLOWS: LOW-INCOME INDIVIDUALS OLDER ADULTS RACIAL/ETHNIC DIVERSE RESIDENTS OF MISSION HILL AND ROXBURY2016 COMMUNITY HEALTH NEEDS ASSESSMENTSUMMARY OF APPROACH AND METHODSNEBH CHNA USED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. THE 2016 CHNA WAS DESIGNED AS A THREE-PHASE PROCESS: PHASE ONE INVOLVED PRELIMINARY ASSESSMENT AND ENGAGEMENT ACTIVITIES, INCLUDING: COLLECTION AND ANALYSIS OF QUANTITATIVE DATA TO CHARACTERIZE COMMUNITY CHARACTERISTICS AND DISEASE BURDEN KEY INFORMANT INTERVIEWS WITH LOCAL SERVICE PROVIDERS AND COMMUNITY STAKEHOLDERSPHASE TWO FOCUSED ON ENGAGING KEY STAKEHOLDERS AND DATA ANALYSIS, INCLUDING: ADDITIONAL QUANTITATIVE DATA COLLECTION KEY INFORMANT INTERVIEWS WITH HOSPITAL LEADERSHIP AND FOCUS GROUPS WITH COMMUNITY MEMBERS ANALYSIS, BENCHMARKING, AND DATA MAPPINGPHASE THREE FOCUSED ON STRATEGIC PLANNING AND REPORTING ACTIVITIES, INCLUDING: DEVELOPMENT AND DISSEMINATION OF A FINAL CHNA REPORT AND IMPLEMENTATION STRATEGY2016 COMMUNITY HEALTH NEEDS ASSESSMENTMAJOR HEALTH NEEDS AND HOW PRIORITIES WERE DETERMINEDTHE CHNA'S APPROACH AND PROCESS PROVIDED AMPLE OPPORTUNITY FOR KEY STAKEHOLDERS TO VET THE QUANTITATIVE AND QUALITATIVE DATA COMPILED DURING THE ASSESSMENT. IN ADDITION, INTERVIEW AND COMMUNITY/PROVIDER FORUM PARTICIPANTS WERE ASKED WHAT THEY PERCEIVED TO BE THE LEADING COMMUNITY HEALTH PRIORITIES. THE MOST SIGNIFICANT HEALTH-RELATED ISSUE FACING THE COMMUNITIES FELL INTO THE FOLLOWING THREE PRIORITY AREAS: SOCIAL DETERMINANTS OF HEALTH CHRONIC DISEASE MANAGEMENT AND PREVENTION ELDER HEALTHBEHAVIORAL HEALTH WAS ALSO IDENTIFIED AS HAVING AN IMPACT AND BURDEN ON THE COMMUNITY, AND NEBH IS COMMITTED TO DOING WHAT IT CAN TO PROMOTE AWARENESS, EDUCATE, AND REDUCE THE IMPACTS OF BEHAVIORAL HEALTH ISSUES, PARTICULARLY FOR YOUTH/ADOLESCENT AND OLDER ADULT SEGMENTS OF ITS SERVICE AREA.THESE HEALTH PRIORITIES DIRECTED NEBH'S COMMUNITY HEALTH IMPROVEMENT PLANNING PROCESS AND HELPED IDENTIFY TARGET POPULATIONS MOST IN NEED OF PROGRAMS AND SERVICES. THE PRIORITIES WERE DESIGNED TO PROMOTE COMMUNITY-BASED WELLNESS AND DISEASE PREVENTION AND ENSURE ONGOING SELF-MANAGEMENT OF CHRONIC DISEASES AND BEHAVIORAL HEALTH DISORDERS. THE GOALS AND ACTIVITIES DRAWN FROM THESE PRIORITIES MADE EXTENSIVE USE OF EXISTING PARTNERSHIPS, RESOURCES AND PROGRAMS IN ORDER TO MAKE THE LARGEST POSSIBLE HEALTH IMPACT.2016 COMMUNITY HEALTH NEEDS ASSESSMENTKEY FINDINGS SOCIAL DETERMINANTS OF HEALTH CONTINUE TO HAVE A TREMENDOUS IMPACT ON MANY SEGMENTS OF THE POPULATION. THE DOMINANT THEME FROM THE ASSESSMENT'S KEY INFORMANT INTERVIEWS AND COMMUNITY FORUMS WAS THE CONTINUED IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH ARE HAVING ON THE CBSA'S LOW-INCOME, UNDERSERVED, DIVERSE POPULATION COHORTS. MORE SPECIFICALLY, DETERMINANTS SUCH AS POVERTY, EMPLOYMENT OPPORTUNITIES, VIOLENCE, TRANSPORTATION, RACIAL SEGREGATION, LITERACY, PROVIDER LINGUISTIC/CULTURAL COMPETENCY, SOCIAL SUPPORT, AND COMMUNITY COHESION LIMIT MANY PEOPLE'S ABILITY TO CARE FOR THEIR OWN AND/OR THEIR FAMILIES' HEALTH. DISPARITIES IN HEALTH OUTCOMES EXIST IN NEBH CBSA BY RACE/ETHNICITY, FOREIGN BORN STATUS, AND LANGUAGE. AS WAS ESTABLISHED IN THE 2013 NEBH COMMUNITY BENEFITS CHNA REPORT, THERE ARE MAJOR HEALTH DISPARITIES FOR RESIDENTS LIVING IN NEBH'S CBSA. THIS IS PARTICULARLY TRUE FOR RACIALLY/ETHNICALLY DIVERSE, FOREIGN BORN, AND NON-ENGLISH SPEAKING RESIDENTS LIVING IN ROXBURY, AT THE HEART OF NEBH'S CBSA, WHICH FACE MANY OF THE MOST SIGNIFICANT DISPARITIES IN THE CITY OF BOSTON AND MASSACHUSETTS OVERALL. THE IMPACT OF RACISM, BARRIERS TO CARE, AND DISPARITIES IN HEALTH OUTCOMES THAT THOSE LIVING IN NEBH'S CBSA FACE ARE WIDELY DOCUMENTED IN THE LITERATURE AND ARE CONFIRMED BY NUMEROUS NATIONAL, COMMONWEALTH, AND LOCAL DATA SOURCES, INCLUDING QUANTITATIVE DATA FROM THE BOSTON PUBLIC HEALTH COMMISSION 2014-15 HEALTH OF BOSTON REPORT. IT SHOULD ALSO BE NOTED THAT ONE OF THE DOMINANT THEMES FROM THE ASSESSMENT'S KEY INFORMANT INTERVIEWS AND COMMUNITY FORUMS WAS THE IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS LISTED ABOVE HAVE ON THE SERVICE AREA, PARTICULARLY ON LOW-INCOME, RACIALLY/ETHNICALLY DIVERSE, AND OLDER ADULT COHORTS. LIMITED ACCESS TO PRIMARY CARE MEDICAL AND SPECIALTY CARE, ORAL HEALTH, AND BEHAVIORAL HEALTH SERVICES FOR LOW-INCOME, MEDICAID INSURED, UNINSURED, AND OTHER POPULATION SEGMENTS FACING BARRIERS TO CARE. MASSACHUSETTS HAS ONE OF HIGHEST RATES OF HEALTH INSURANCE AND ONE OF THE STRONGEST, MOST ROBUST HEALTH SERVICE SYSTEMS IN THE NATION, YET THERE ARE STILL SUBSTANTIAL POCKETS OF LOW-INCOME, MEDICAID INSURED, UNINSURED, AND UNDERINSURED RESIDENTS WHO HAVE LIMITED ACCESS TO NEEDED SERVICES AND/OR ARE NOT PROPERLY ENGAGED IN ESSENTIAL MEDICAL, ORAL, AND BEHAVIORAL HEALTH SERVICES. THESE POPULATIONS ARE, IN TURN, MORE LIKELY TO USE THE EMERGENCY ROOM AND MORE LIKELY TO HAVE HEALTH RISK FACTORS SUCH AS OBESITY, POOR FITNESS, AND RISKY ALCOHOL USE AS WELL AS MORE LIKELY TO HAVE DIABETES, HYPERTENSION, AND ASTHMA. HIGH RATES OF THE LEADING HEALTH RISK FACTORS. ONE OF THE LEADING FINDINGS FROM THE ASSESSMENT IS THAT MANY COMMUNITIES AND/OR POPULATION SEGMENTS IN NEBH'S CBSA HAVE HIGH RATES OF CHRONIC PHYSICAL AND BEHAVIORAL HEALTH CONDITIONS. IN SOME INDIVIDUALS, THESE CONDITIONS HAVE UNDERLYING GENETIC ROOTS THAT ARE DIFFICULT TO COUNTER. HOWEVER, FOR MOST PEOPLE THESE CONDITIONS ARE WIDELY CONSIDERED TO BE PREVENTABLE OR MANAGEABLE. ADDRESSING THE LEADING HEALTH RISK FACTORS (E.G., LACK OF NUTRITIONAL FOOD AND PHYSICAL ACTIVITY, ALCOHOL/ILLICIT DRUG ABUSE, AND TOBACCO USE) IS CRITICAL TO CHRONIC DISEASE PREVENTION AND MANAGEMENT EFFORTS. IT SHOULD BE NOTED THAT MOST AREAS WITHIN NEBH'S SERVICE AREA FARE WELL AGAINST COMMONWEALTH AVERAGES ON THESE RISK FACTORS. HOWEVER, THERE ARE CITIES/TOWNS WHOSE RATES ARE NOT AS FAVORABLE. AS STATED ABOVE, LOW-INCOME, FOREIGN BORN, AND OLDER SEGMENTS OF THE POPULATION ARE MORE LIKELY TO BE AT-RISK. HIGH RATES OF SUBSTANCE USE AND MENTAL HEALTH ISSUES. DURING INTERVIEWS AND COMMUNITY FORUMS, RESIDENTS AND AREA SERVICE PROVIDERS SPOKE PASSIONATELY ABOUT THE TREMENDOUS IMPACT THAT MENTAL HEALTH AND SUBSTANCE USE ISSUES HAVE ON MANY INDIVIDUALS AND FAMILIES IN THE SERVICE AREA. DEPRESSION AND ANXIETY, ISOLATION, ALCOHOL ABUSE, OPIOID AND PRESCRIPTION DRUG ABUSE, AND POST-TRAUMATIC STRESS DISORDER WERE IDENTIFIED AS MAJOR HEALTH CONCERNS. OPIOID ABUSE WAS A PARTICULAR CONCERN FOR RESIDENTS AND SERVICE PROVIDERS IN NEBH'S SERVICE AREA AND THERE WERE CALLS FOR GREATER OUTREACH, EDUCATION, SCREENING, AND TREATMENT SERVICES FOR ALL SEGMENTS OF THE POPULATION. DESPITE THE BURDEN OF MENTAL HEALTH AND SUBSTANCE ABUSE ON ALL PEOPLE, THERE IS AN EXTREMELY LIMITED SERVICE SYSTEM AVAILABLE TO MEET SPECIALIZED NEEDS, ESPECIALLY FOR OLDER ADULTS, THOSE WITH MILD TO MODERATE EPISODIC ISSUES, AND THOSE WITH SEVERE, COMPLEX, CHRONIC CONDITIONS. EFFORTS NEED TO BE MADE TO EXPAND ACCESS, REDUCE BARRIERS TO CARE (INCLUDING STIGMA), AND IMPROVE THE QUALITY OF PRIMARY CARE AND SPECIALIZED BEHAVIORAL HEALTH SERVICES.
SCHEDULE H NARRATIVESHIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS, PARTICULARLY FOR LOW-INCOME POPULATIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). THE ASSESSMENT'S QUANTITATIVE DATA SHOWS THAT, OVERALL, NEBH'S SERVICE AREA FARES BETTER THAN THE COMMONWEALTH WITH RESPECT TO CHRONIC DISEASE RATES. IT SHOULD BE NOTED THAT EVEN FOR THOSE COMMUNITIES THAT DO NOT HAVE RATES THAT ARE STATISTICALLY HIGHER THAN THE COMMONWEALTH, THESE CONDITIONS ARE STILL THE LEADING CAUSES OF PREMATURE DEATH. HIGH RATES OF HIV/AIDS. GREAT STRIDES HAVE BEEN MADE IN CONTROLLING AND MANAGING HIV/AIDS, AND FOR MANY IT IS MANAGED AS A CHRONIC CONDITION WITH MEDICATIONS. ALTHOUGH RATES OF ILLNESS, DEATH, AND HIV TRANSMISSION DECLINED OVERALL IN THE PAST DECADE, HIV/AIDS CONTINUES TO IMPACT CERTAIN SEGMENTS OF THE POPULATION, INCLUDING MEN WHO HAVE SEX WITH MEN AND INJECTION DRUG USERS. IN NEBH'S CBSA, RATES OF HIV/AIDS ARE PARTICULARLY HIGH IN ROXBURY. THE HOSPITALIZATION RATE PER 100,000 WHERE HIV/AIDS WAS THE PRIMARY REASON FOR THE VISIT WAS 40 FOR BOSTON COMPARED TO 12 FOR THE COMMONWEALTH. HIGH RATES OF CANCER, PARTICULARLY FOR LOW-INCOME, RACIALLY/ETHNICALLY DIVERSE, AND OTHERWISE AT-RISK POPULATION SEGMENTS. MANY OF THE COMMUNITIES THAT ARE PART OF NEBH'S SERVICE AREA HAVE HIGH CANCER INCIDENCE, HOSPITALIZATION OR MORTALITY RATES. THIS IS PARTICULARLY TRUE FOR CERTAIN CANCERS IN SPECIFIC COMMUNITIES. ROXBURY IS MORE BURDENED BY COLORECTAL CANCER, BREAST CANCER, LUNG CANCER, PANCREATIC CANCER, AND PROSTATE CANCER. THERE ARE MYRIAD FACTORS ASSOCIATED WITH CANCER AND MANY OF THEM ARE DIFFICULT TO ASSESS OR ADDRESS. HOWEVER, AT THE ROOT OF ADDRESSING CANCER AND HIGH MORTALITY IS SCREENING, EARLY DETECTION, PEER SUPPORT, AND ACCESS TO TIMELY, SUPPORTIVE, QUALITY TREATMENT.COMMUNITY HEALTH NEEDS ASSESSMENTMAKING THE CHNA AND IMPLEMENTATION STRATEGY WIDELY AVAILABLENEBH STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY. AS NOTED, NEBH COMPLETED ITS MOST RECENT CHNA DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019. THE 2019 CHNA AND IMPLEMENTATION STRATEGY ARE AVAILABLE UPON REQUEST AND ON THE HOSPITAL'S WEBSITE AT: HTTPS://WWW.NEBH.ORG/WP-CONTENT/UPLOADS/2019/09/NEBH-2019-CHNA.PDFIN ADDITION, THE 2016 CHNA AND IMPLEMENTATION STRATEGY THAT WAS PREVIOUSLY COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 ARE AVAILABLE ON THE HOSPITAL'S WEBSITE AT: HTTPS://WWW.NEBH.ORG/WP-CONTENT/UPLOADS/2018/09/COMMUNITYBENEFITRPT2016-2.PDFBOTH DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST (SCHEDULE H, PART V, SECTION B, LINE 7A). COMMUNITY HEALTH NEEDS ASSESSMENTADDRESSING COMMUNITY HEALTH NEEDS(SCHEDULE H, PART V, SECTION B, LINE 11)AS NOTED ABOVE, NEBH'S MOST RECENT CHNA AND IMPLEMENTATION STRATEGY WERE CONDUCTED AND APPROVED BY THE BOARD OF TRUSTEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019. THAT CHNA AND IMPLEMENTATION STRATEGY WILL INFORM THE COMMUNITY BENEFITS MISSION AND ACTIVITIES OF NEBH FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2020; SEPTEMBER 30, 2021; AND SEPTEMBER 30, 2022. THIS FORM 990 COVERS NEBH'S FISCAL YEAR ENDED SEPTEMBER 30, 2019. THE 2016 CHNA AND ACCOMPANYING IMPLEMENTATION STRATEGY WERE APPROVED BY THE NEBH BOARD OF TRUSTEES BEFORE SEPTEMBER 30, 2016 AND INFORMED THE HOSPITAL'S COMMUNITY BENEFITS PROCESS FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2017; SEPTEMBER 30, 2018; AND SEPTEMBER 30, 2019. AS SUCH, THE ACCOMPLISHMENTS AND ACTIVITIES INCLUDED IN THIS FILING AND REPORTED BELOW RELATE TO THE DOCUMENTS APPROVED AS OF SEPTEMBER 30, 2016. NEBH'S IMPLEMENTATION STRATEGY FOR ITS COMMUNITY BENEFITS ACTIVITIES IS PROVIDED HERE ALONG WITH THE ENTITIES THAT THE HOSPITAL PARTNERS WITH ON THESE EFFORTS. FY19 SCHEDULE HIMPLEMENTATION STRATEGY UPDATEPRIORITY AREA 1: SOCIAL AND ECONOMIC DETERMINANTS OF HEALTHGOAL: INCREASE ACCESS TO HEALTHY FOODS AND OTHER BASIC HOUSEHOLD NEEDSTARGET POPULATION: LOW-INCOME INDIVIDUALS AND FAMILIESPROGRAMMATIC OBJECTIVES: 1.1 EDUCATE INDIVIDUALS AND FAMILIES ABOUT HEALTHY EATING, MEAL PLANNING, HOUSEHOLD BUDGETING, ETC. 1.2 DECREASE THE NUMBER OF INDIVIDUALS AND FAMILIES WHO SUFFER FROM FOOD INSECURITY AND/OR LACK BASIC HOUSEHOLD ITEMSCOMMUNITY ACTIVITIES/STRATEGIES: SUPPORT COMMUNITY FOOD PANTRIES SUPPORT AND PROMOTE THE DEVELOPMENT OF COMMUNITY WORKSHOPS, COOKING CLASSES, AND EDUCATIONAL SESSIONSMETRICS AND STATUS UPDATE: NEBH WORKS WITH ROXBURY TENANTS OF HARVARD (RTH) AND FAIR FOODS TO OFFER FRESH FRUITS AND VEGETABLES AT A DISCOUNT FOR THE RESIDENTS OF RTH. EACH MONTH, OVER 110 RESIDENTS RECEIVE FRESH FRUITS AND VEGETABLES FOR $1 A BAG. EACH MONTH NEBH SUPPLIES A HOT MEAL AND A $20 GIFT CARD FOR FOOD TO EACH DOE HOUSE RESIDENT AND BASIC ITEMS AS NEEDED. THERE ARE 18 RESIDENTS THAT LIVE IN THE HOUSE. NEBH STAFF PREPARE AND SERVE THE HEALTHY MEAL FOR THEM AND SPEND TIME SOCIALIZING WITH THE RESIDENTS. NEBH PROVIDES FINANCIAL SUPPORT TO THE ABCD-PARKER HILL FENWAY COMMUNITY SERVICE CENTER'S FOOD PANTRY. THE FOOD PANTRY PROVIDES EMERGENCY FOOD FOR LOW-INCOME FAMILIES IN THE COMMUNITY. THE PANTRY SUPPLIES FOOD TO OVER 3,000 FAMILIES EACH YEAR. NEBH PROVIDES FOOD AND STOP & SHOP GIFT CARDS TO FAMILIES FROM THE MISSION HILL SCHOOL DURING HOLIDAYS AND SCHOOL VACATIONS AND TO FAMILIES THAT LIVE IN MISSION HILL THROUGHOUT THE YEAR. LAST YEAR NEBH HELPED 72 FAMILIES WITH FOOD ASSISTANCE THROUGH STOP AND SHOP GIFT CARDS AND FOOD. NEBH PROVIDED MUCH NEEDED WINTER CLOTHING FOR CHILDREN, ADULTS AND SENIORS IN THE MISSION HILL COMMUNITY. EIGHTY WINTER COATS WERE GIVEN TO RESIDENTS IN MISSION HILL. NEBH COLLABORATED WITH THE RESIDENTS AT THE ONE GURNEY ST. APARTMENTS AND THE MARIA SANCHEZ HOUSE ON A FAMILY DAY/SUMMER BBQ. OVER 165 RESIDENTS ENJOYED A HEALTHY MEAL AND 42 STUDENTS RECEIVED A BACKPACK FULL OF MUCH NEEDED SCHOOL SUPPLIES.COMMUNITY PARTNERS: ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD), SOCIEDAD LATINA, MISSION HILL ELEMENTARY SCHOOL, ROXBURY TENANTS OF HARVARD (RTH), TOBIN COMMUNITY CENTER, AND FAIR FOODSGOAL: INCREASE JOB OPPORTUNITIES FOR YOUTH AND ADULTSTARGET POPULATION: YOUTH AND ADULTSPROGRAMMATIC OBJECTIVES: 2.1 PROVIDE SUMMER INTERNSHIP AND EMPLOYMENT OPPORTUNITIES FOR YOUTH 2.2 PROVIDE CAREER TRAINING AND EMPLOYMENT OPPORTUNITIES FOR ADULTS INTERESTED IN HEALTH CAREERSCOMMUNITY ACTIVITIES/STRATEGIES: SUPPORT THE MEREDITH CAMERON YOUTH OPPORTUNITY INTERNSHIP PROMOTE HOSPITAL JOB OPPORTUNITIES TO MISSION HILL RESIDENTSMETRICS AND STATUS UPDATE: EACH YEAR, NEBH COLLABORATES WITH MORGAN MEMORIAL GOODWILL INDUSTRIES AND MADISON PARK HIGH SCHOOL IN ROXBURY TO OFFER ONE-YEAR, SCHOOL-TO-WORK INTERNSHIPS THROUGH THE PROJECT SEARCH HIGH SCHOOL TRANSITION PROGRAM. NEBH HOSTS AN AVERAGE OF SIX STUDENTS OVER THE COURSE OF THE SCHOOL YEAR. STUDENTS RECEIVE A WEEKLY STIPEND. THE MEREDITH CAMERON YOUTH OPPORTUNITY INTERNSHIP IS A SUMMER PROGRAM THAT OFFERS EIGHT TO TEN HIGH SCHOOL AND COLLEGE STUDENTS WHO PERMANENTLY RESIDE IN THE MISSION HILL/ROXBURY COMMUNITY AN 8 TO 10 WEEK PAID SUMMER EMPLOYMENT THAT PROVIDES EXPOSURE TO HEALTH AND SCIENCE RELATED CAREER PATHS. TWELVE STUDENTS WERE GAINFULLY EMPLOYED DURING THE SUMMER OF 2019.COMMUNITY PARTNERS: ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD), SOCIEDAD LATINA, ROXBURY TENANTS OF HARVARD (RTH), MISSION MAIN, TOBIN COMMUNITY CENTER, PRIVATE INDUSTRY COUNCIL (PIC)GOAL: IMPROVE ACCESS AND SAFETY TO ESSENTIAL COMMUNITY VENUES FOR MISSION HILL RESIDENTSTARGET POPULATION: MISSION HILL COMMUNITY, NEBHPROGRAMMATIC OBJECTIVES: 3.1 INCREASE THE NUMBER OF MISSION HILL RESIDENTS WHO HAVE ACCESS TO AFFORDABLE TRANSPORTATION TO ENSURE ACCESS TO BASIC NEEDS AND REDUCE ISOLATION 3.2 IMPROVE ACCESSIBILITY AND BEAUTIFY COMMUNITY PARKS AND OTHER AREAS3.3 REMOVE TRASH AND PROVIDE CLEANING SERVICES IN COMMUNITY SETTINGSCOMMUNITY ACTIVITIES/STRATEGIES: SUPPORT THE MISSION LINK MAINTAIN MCLAUGHLIN FIELD MAKE COMMUNITY IMPROVEMENTS TO WALKWAYS AND OTHER PUBLIC AREAS PROVIDE TRASH TRUCK AND CLEAN PUBLIC AREAS AFTER STUDENT MOVE-IN DAYMETRICS AND STATUS UPDATE: NEBH CONTINUES TO WORK WITH COMMUNITY GROUPS IN MISSION HILL AND THE BOSTON POLICE TO HELP EDUCATE AND KEEP OUR YOUTH ENGAGED IN ACTIVITIES TO PREVENT VIOLENCE IN OUR COMMUNITY. THIS INCLUDES WEEKEND RETREATS AND ACTIVITIES WITH YOUTH FROM THE TOBIN COMMUNITY CENTER.COMMUNITY PARTNERS: MISSION LINK, FRIENDS OF MCLAUGHLIN PARK, CITY OF BOSTON, PROBLEM PROPERTIES TASK FORCE, MISSION HILL COMMUNITYGOAL: STABILIZE COMMUNITY HOUSING MARKETTARGET POPULATION: NEBH STAFFPROGRAMMATIC OBJECTIVES: 4.1: PROVIDE MORTGAGE AND RENTAL ASSISTANCE TO NEBH EMPLOYEES INTERESTED IN MOVING TO MISSION HILLCOMMUNITY ACTIVITIES/STRATEGIES: PROMOTE MISSION HILL MORTGAGE AND RENTAL ASSISTANCE PROGRAM TO STABILIZE MISSION HILL HOUSING MARKET
SCHEDULE H NARRATIVESMETRICS AND STATUS UPDATE: DUE TO RISING HOUSING COSTS IN MISSION HILL, ASSISTING EMPLOYEES IN MOVING TO THE NEIGHBORHOOD HAS BECOME UNATTAINABLE. AS A RESULT, THIS PROGRAM HAS BEEN DISCONTINUED. NEBH REMAINS COMMITTED TO EXPLORING OTHER WAYS TO ASSIST EMPLOYEES AND COMMUNITY RESIDENTS TO REMAIN HOUSING STABLE.COMMUNITY PARTNERS: N/APRIORITY AREA 2: OBESITY, FITNESS, NUTRITION, AND CHRONIC DISEASE GOAL: PROMOTE GENERAL HEALTH AND WELLNESS TARGET POPULATION: CHILDREN, YOUTH, ADULTSPROGRAMMATIC OBJECTIVES: 1.1 EDUCATE THE PUBLIC ABOUT HEALTH RISK FACTORS, HEALTH PROMOTION, AND BASIC WELLNESSCOMMUNITY ACTIVITIES/STRATEGIES: SUPPORT AND PROMOTE THE DEVELOPMENT OF COMMUNITY WORKSHOPS AND EDUCATIONAL SESSIONS ON KEY HEALTH ISSUES IN COMMUNITY VENUESMETRICS AND STATUS UPDATE: NEBH HELD SEVEN EDUCATIONAL EVENTS FOR SENIORS IN MISSION HILL AT THE SR. CELTICS AND SR. BIRTHDAY PARTY EVENTS. OVER 100 SENIORS ATTEND THESE EVENTS. NEBH CLINICIANS ALSO PARTICIPATED IN EDUCATING RESIDENTS ABOUT FALL SAFETY AND PROPER STRENGTHENING THE ROXBURY TENANTS OF HARVARD HEALTH AND WELLNESS FAIR WITH OVER 400 PEOPLE ATTENDING.COMMUNITY PARTNERS: BOSTON PUBLIC HEALTH COMMISSION, SOCIEDAD LATINA, CITY OF BOSTON, ROXBURY TENANTS OF HARVARD (RTH), MISSION MAIN, ALICE TAYLOR HOUSING DEVELOPMENT, TOBIN COMMUNITY CENTER, MISSION HILL HEALTH MOVEMENT, ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD), PUBLIC HOUSING FACILITIES, BOSTON FOOD AND FITNESS COLLABORATIVE, LITTLE LEAGUE, MCLAUGHLIN FIELD, MISSION HILL LEGACY PROJECT, MARIA SANCHEZ HOUSE, BOSTON CELTICSGOAL: INCREASE PHYSICAL ACTIVITYTARGET POPULATION: CHILDREN, YOUTH, ADULTSPROGRAMMATIC OBJECTIVES: 2.1 EDUCATE ON HEALTHY EATING AND ACTIVE LIVING2.2 INCREASE THE NUMBER OF CHILDREN AND ADULTS WHO ARE PHYSICALLY ACTIVE2.3 IMPROVE ACCESSIBILITY AND BEAUTIFY OF WALKWAYS, COMMUNITY PARKS, AND RECREATION AREASCOMMUNITY ACTIVITIES/STRATEGIES SUPPORT AND PROMOTE THE DEVELOPMENT OF COMMUNITY WORKSHOPS AND EDUCATIONAL SESSIONS SUPPORT AND PROMOTE THE DEVELOPMENT OF WALKING AND OTHER PHYSICAL ACTIVITY GROUPS IN COMMUNITY VENUES MAINTAIN MCLAUGHLIN FIELD MAKE COMMUNITY IMPROVEMENTS TO WALKWAYS AND OTHER PUBLIC AREAS SUPPORT LITTLE LEAGUE SUPPORT SUMMER CAMP AT THE TOBIN COMMUNITY CENTER SUPPORT JR. AND SR. CELTICSMETRICS AND STATUS UPDATE: NEBH COLLABORATED WITH THE BOSTON CELTICS ON JR. CELTICS ACADEMY, WHICH CHALLENGES OVER 600 3RD-5TH GRADERS TO DEVELOP THEIR BASKETBALL GAME THROUGH SKILLS, DRILLS AND LEADERSHIP TRAINING. THE JR. CELTICS ACADEMY HELD 2 PROGRAMS IN THE MISSION HILL AREA THAT BENEFITTED YOUTH IN MISSION HILL/ROXBURY. THE HOSPITAL SUPPORTS THE GYM, LEAGUES, AND SUMMER CAMP AT THE MAURICE J. TOBIN COMMUNITY CENTER. NEBH ALSO MAINTAINS THE CITY OF BOSTON'S MCLAUGHLIN FIELD TO FOSTER ITS USE FOR PHYSICAL ACTIVITY. THIS ALLOWS THE RESIDENTS OF BOSTON ACCESS TO TWO BALL FIELDS, A WALKING PATH/TRAIL AND A PLAYGROUND. THERE ARE DAILY AND WEEKLY LITTLE LEAGUE, SOFTBALL AND SOCCER GAMES THAT TAKE PLACE AT THE BALL FIELD AS WELL AS PRACTICE AND TRAINING FOR YOUTH FOOTBALL LEAGUES. OVER 100 YOUTH CAN PLAY YOUTH BASEBALL IN THE SPRING/SUMMER. COMMUNITY PARTNERS: BOSTON PUBLIC HEALTH COMMISSION, SOCIEDAD LATINA, CITY OF BOSTON, ROXBURY TENANTS OF HARVARD (RTH), MISSION MAIN, ALICE TAYLOR HOUSING DEVELOPMENT, TOBIN COMMUNITY CENTER, MISSION HILL HEALTH MOVEMENT, ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD), PUBLIC HOUSING FACILITIES, , LITTLE LEAGUE, MCLAUGHLIN FIELD, MISSION HILL LEGACY PROJECT, MARIA SANCHEZ HOUSE, BOSTON CELTICSGOAL: INCREASE HEALTHY EATINGTARGET POPULATION: CHILDREN, YOUTH, ADULTSPROGRAMMATIC OBJECTIVES: 3.1 EDUCATE ON HEALTHY EATING AND ACTIVE LIVING 3.2 DECREASE THE NUMBER OF INDIVIDUALS AND FAMILIES WHO SUFFER FROM FOOD INSECURITY3.3 INCREASING ACCESS TO HEALTHY FOODS, FRUITS, AND VEGETABLESCOMMUNITY ACTIVITIES/STRATEGIES SUPPORT COMMUNITY FOOD PANTRIES SUPPORT AND PROMOTE THE DEVELOPMENT OF COMMUNITY WORKSHOPS, COOKING CLASSES, AND EDUCATIONAL SESSIONS SUPPORT THE $2 A BAG PROGRAM AT THE TOBIN COMMUNITY CENTER AND ROXBURY TENANTS OF HARVARDMETRICS AND STATUS UPDATE: EACH MONTH, OVER 110 RESIDENTS RECEIVE FRESH FRUITS AND VEGETABLES FOR $1 A BAG. NEBH PROVIDES FINANCIAL SUPPORT TO THE ABCD-PARKER HILL FENWAY COMMUNITY SERVICE CENTER'S FOOD PANTRY. THE FOOD PANTRY PROVIDES EMERGENCY FOOD FOR LOW-INCOME FAMILIES IN THE COMMUNITY. THE PANTRY SUPPLIES FOOD TO OVER 3,000 FAMILIES EACH YEAR.COMMUNITY PARTNERS: BOSTON PUBLIC HEALTH COMMISSION, SOCIEDAD LATINA, CITY OF BOSTON, ROXBURY TENANTS OF HARVARD (RTH), MISSION MAIN, ALICE TAYLOR HOUSING DEVELOPMENT, TOBIN COMMUNITY CENTER, MISSION HILL HEALTH MOVEMENT, ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD), PUBLIC HOUSING FACILITIES, BOSTON FOOD AND FITNESS COLLABORATIVE, LITTLE LEAGUE, MCLAUGHLIN FIELD, MISSION HILL LEGACY PROJECT, MARIA SANCHEZ HOUSE, BOSTON CELTICSGOAL: INCREASE SCREENING, IDENTIFICATION, AND REFERRAL FOR PEOPLE WITH CHRONIC DISEASE AND/OR ASSOCIATED RISK FACTORSTARGET POPULATION: CHILDREN, YOUTH, ADULTSPROGRAMMATIC OBJECTIVES: 4.1 LINK CHILDREN/YOUTH, ADULTS, AND ELDERS WITH VARIOUS HEALTH RISK FACTORS TO EVIDENCE-BASED PROGRAMS AND SERVICES THAT PROMOTE HEALTHY LIVING AND HELP THEM TO MANAGE THEIR HEALTH ISSUES AND RISK FACTORSCOMMUNITY ACTIVITIES/STRATEGIES SUPPORT AND PROMOTE COMMUNITY HEALTH FAIRS AND SCREENING/REFERRAL EVENTSMETRICS AND STATUS UPDATE: NEBH CLINICIANS PARTICIPATED IN EDUCATING RESIDENTS ABOUT FALL SAFETY, AND PROPER STRENGTHENING AT THE ROXBURY TENANTS OF HARVARD HEALTH AND WELLNESS FAIR WITH OVER 400 PEOPLE ATTENDING. NEBH SUPPORTS RTH'S AGING WELL PROGRAM. OVER 25 SENIORS PARTICIPATED IN THE EASY STEPS PROGRAM AND OVER 40 SENIORS PARTICIPATE IN THE WALK AND TALKCOMMUNITY PARTNERS: SOCIEDAD LATINA, TOBIN COMMUNITY CENTER, MISSION HILL HEALTH MOVEMENT, ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD), ROXBURY TENANTS OF HARVARD (RTH), PUBLIC HOUSING FACILITIESPRIORITY AREA 3: ELDER HEALTH GOAL: PROMOTE GENERAL HEALTH AND WELLNESS FOR ELDERS TARGET POPULATION: ELDERSPROGRAMMATIC OBJECTIVES: 1.1 INCREASE GENERAL KNOWLEDGE ABOUT CHRONIC DISEASE, PHYSICAL ACTIVITY, NUTRITION, BEHAVIORAL HEALTH AND FALLS PREVENTIONCOMMUNITY ACTIVITIES/STRATEGIES SUPPORT AND PROMOTE THE DEVELOPMENT OF COMMUNITY WORKSHOPS AND EDUCATIONAL SESSIONS CREATE AN ELDER HEALTH EDUCATION AND PREVENTION PROGRAMMETRICS AND STATUS UPDATE: NEBH COLLABORATED WITH THE BOSTON PUBLIC LIBRARY, PARKER HILL BRANCH TO OFFER YOGA FOR OLDER ADULTS ON SATURDAY MORNINGS. OVER 30 OLDER ADULTS PARTICIPATE IN THE YOGA CLASS. NEBH COLLABORATED WITH ROXBURY TENANTS OF HARVARD ON THREE PROGRAMS: EASY STEPS PROGRAM, AN EXERCISE CLASS FOR SENIORS THAT CONCENTRATES ON STRENGTH, BALANCE, FLEXIBILITY, FALL SAFETY AND ENDURANCE; HEALTHY MOVES, A PROGRAM FOR SENIORS THAT HAVE COMPETED THE EASY STEPS PROGRAM; AND WALK AND TALK, A WALKING GROUP THAT WALKS TWICE A WEEK. OVER 25 SENIORS PARTICIPATED IN THE EASY STEPS PROGRAM AND OVER 40 SENIORS PARTICIPATE IN THE WALK AND TALK.COMMUNITY PARTNERS: BOSTON PUBLIC HEALTH COMMISSION, MISSION HILL HEALTH MOVEMENT, ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD), ROXBURY TENANTS OF HARVARD (RTH), MISSION HILL LEGACY PROJECT, PUBLIC HOUSING FACILITIESGOAL: DECREASE DEPRESSION AND SOCIAL ISOLATION IN ELDERS TARGET POPULATION: ELDERSPROGRAMMATIC OBJECTIVES: 2.1 INCREASE THE NUMBER OF MISSION HILL RESIDENTS WHO HAVE ACCESS TO AFFORDABLE TRANSPORTATION2.2 REDUCE ISOLATION2.3 REDUCE DEPRESSION2.4 INCREASE PHYSICAL ACTIVITYCOMMUNITY ACTIVITIES/STRATEGIES SUPPORT MISSION LINK DEVELOP OR SUPPORT COMMUNAL ACTIVITIES THAT BRING ELDERS TOGETHER SUPPORT ACTIVITIES SPONSORED BY MISSION HILL LEGACY PROJECT SUPPORT ACTIVITIES IN PUBLIC HOUSING DEVELOPMENTS VOLUNTEER AT COMMUNITY DINNERS AND EVENTSMETRICS AND STATUS UPDATE: OVER 11,000 COMMUNITY MEMBERS USED THE MISSION LINK BUS TO GET TO AND FROM BRIGHAM CIRCLE IN 2019. NEBHNEBH COLLABORATES WITH THE BOSTON CELTICS ON THE SR. CELTICS PROGRAM, WHICH ENCOURAGES ELDERLY MEMBERS OF THE MISSION HILL/ROXBURY COMMUNITY TO MAINTAIN AN ACTIVE LIFESTYLE THROUGH PARTICIPATION IN FITNESS AND HEALTH EDUCATION CLASSES. OVER 125 SENIORS ATTEND THE PROGRAM. NEBH COLLABORATES WITH THE MISSION HILL SENIOR LEGACY PROJECT ON A NUMBER OF ACTIVITIES, INCLUDING THE QUARTERLY BIRTHDAY PARTY, ANNUAL SENIOR PROM AND THE SR. CELTICS FITNESS PROGRAM. THESE ACTIVITIES HAVE BEEN VERY SUCCESSFUL WITH OVER 125 SENIORS ATTENDING EACH EVENT.COMMUNITY PARTNERS: MISSION HILL HEALTH MOVEMENT, PUBLIC HOUSING FACILITIES, MISSION HILL LEGACY PROJECT, ROXBURY TENANTS OF HARVARD (RTH), ACTION FOR BOSTON COMMUNITY DEVELOPMENT (ABCD), MARIA SANCHEZ HOUSE, ALICE TAYLOR HOUSING DEVELOPMENT
SCHEDULE H NARRATIVESNEBH COMMUNITY PARTNERSNEBH IS COMMITTED TO IMPROVING THE HEALTH AND WELLBEING OF RESIDENTS WITHIN ITS SERVICE AREA BY COLLABORATING WITH A DIVERSE GROUP OF COMMUNITY PARTNERS. THE HOSPITAL WORKS TOGETHER WITH THESE PARTNERS TO REDUCE BARRIERS TO HEALTH, INCREASE PREVENTION AND/OR SELF-MANAGEMENT OF CHRONIC DISEASE, AND INCREASE THE EARLY DETECTION OF ILLNESS. THE HOSPITAL'S COMMUNITY PARTNERS INCLUDE: ABCD PARKER HILL/FENWAY NEIGHBORHOOD SERVICE CENTER ALICE HEYWARD TAYLOR HOUSING DEVELOPMENT ARTHRITIS & LUPUS SUPPORT GROUP ARTHRITIS FOUNDATION, GREATER BOSTON CHAPTER BOSTON BUILDING MATERIALS RESOURCE CENTER BOSTON CELTICS BOSTON CENTER FOR YOUTH AND FAMILY SERVICES BOSTON HEART WALK BOSTON POLICE BOSTON PUBLIC HEALTH COMMISSION BOSTON PUBLIC LIBRARY, MISSION HILL BRANCH CITY OF BOSTON AGE STRONG COMMISSION CITY OF BOSTON MAYOR'S OFFICE CITY OF BOSTON, PARKS AND RECREATION DEPARTMENT DOE HOUSE PINE STREET INN FAIR FOODS FIRESIDE CHAT AA GROUP FRIENDS OF MCLAUGHLIN PARK MADISON PARK HIGH SCHOOL MAURICE J. TOBIN COMMUNITY CENTER MARIA SANCHEZ HOUSE MISSION CHURCH MISSION CHURCH HISPANIC COMMITTEE MISSION HILL CRIME COMMITTEE MISSION HILL ELEMENTARY SCHOOL MISSION HILL LINK MISSION HILL LITTLE LEAGUE MISSION HILL MAIN STREETS MISSION HILL NEIGHBORHOOD HOUSING SERVICES MISSION HILL ROAD RACE MISSION HILL SENIOR LEGACY PROJECT MISSION MAIN TASK FORCE MORGAN MEMORIAL GOODWILL INDUSTRIES ONE GURNEY STREET APARTMENTS PRIVATE INDUSTRY COUNCIL PROJECT SEARCH ROXBURY TENANTS OF HARVARD SOCIEDAD LATINA SOCIETY OF ST. VINCENT DEPAUL COMMUNITY HEALTH NEEDSOTHER INITIATIVESAS DESCRIBED IN DETAIL IN THIS SUPPORTING NARRATIVE TO THE FORM 990 SCHEDULE H, NEBH IS DEEPLY DEDICATED TO ITS COMMUNITY BENEFITS OPERATIONS AND TO IMPROVING THE HEALTH OF ITS COMMUNITY. HOWEVER, AS NOTED IN SCHEDULE H, PART V, SECTION B, QUESTION 11, NEBH IS UNABLE TO ADDRESS ALL NEEDS. DURING THE PERIOD COVERED BY THIS FILING, NEBH WAS UNABLE TO ADDRESS ALL ISSUES PERTAINING TO BEHAVIORAL HEALTH. WHILE, NEBH DOES NOT HAVE THE EXPERTISE AND CAPACITY TO DEDICATE A GREAT DEAL OF COMMUNITY BENEFITS RESOURCES TO BEHAVIORAL HEALTH ISSUES, THE ORGANIZATION IS COMMITTED TO DOING WHAT IT CAN TO PROMOTE AWARENESS, EDUCATE, AND REDUCE THE IMPACTS OF BEHAVIORAL HEALTH ISSUES, PARTICULARLY FOR YOUTH/ADOLESCENT AND OLDER ADULT SEGMENTS OF ITS SERVICE AREA. FOR EXAMPLE, NEBH WORKS WITH COMMUNITY PARTNERS TO REDUCE VIOLENCE AND ITS IMPACTS AMONG YOUTH. NEBH ALSO PROMOTES PHYSICAL ACTIVITY AND SOCIALIZATION AMONG ITS OLDER ADULT POPULATION WHICH HAS CLEAR BENEFITS WITH RESPECT TO PHYSICAL AND EMOTIONAL WELL-BEING. FINALLY, WITH RESPECT TO CHRONIC DISEASE MANAGEMENT, NEBH SPONSORS EDUCATIONAL SESSIONS AND WORKSHOPS THAT EDUCATE PARTICIPANTS ON THE RISK FACTORS ASSOCIATED WITH CHRONIC DISEASE, INCLUDING THE PHYSICAL, BEHAVIORAL, AND EMOTIONAL FACTORS SUCH AS DEPRESSION, ALCOHOL AND DRUG ABUSE.THIS IS NOT TO SAY THAT NEBH WILL NOT SUPPORT EFFORTS IN THESE AREAS. NEBH REMAINS OPEN AND WILLING TO WORK WITH HOSPITALS ACROSS BETH ISRAEL LAHEY HEALTH'S NETWORK, WITH COBTH, AND OTHER PUBLIC AND PRIVATE PARTNERS TO ADDRESS THESE ISSUES, PARTICULARLY AS PART OF A BROAD, STRONG COLLABORATIVE. AS NOTED IN DETAIL ABOVE, NEBH'S PRIMARY TOOL FOR ASSESSING THE HEALTH CARE NEEDS OF THE COMMUNITIES SERVED IS THROUGH THE CHNA AND IMPLEMENTATION STRATEGY (SCHEDULE H PART VI QUESTION 2).
SCHEDULE H NARRATIVESFORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATIONTHE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW NEBH CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS DEMONSTRATED IN THIS SCHEDULE H, 4.36% OF NEBH'S TOTAL EXPENSES AS REPORTED ON FORM 990 PART IX, LINE 24, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. IN ADDITION, THERE ARE ADDITIONAL ACTIVITIES AND EXPENDITURES WHICH NEBH CONSIDERS FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. ALTHOUGH THOSE ACTIVITIES ARE NOT QUANTIFIED ON THE NEBH'S SCHEDULE H PER THE INSTRUCTIONS TO THE FORM 990, THOSE ACTIVITIES ARE RELEVANT IN EVALUATING THE TOTAL COMMUNITY BENEFITS PROVIDED. IF NEBH HAD INCLUDED THESE IN SCHEDULE H, QUESTION 7, NEBH WOULD HAVE REPORTED OVER $27,601,487 IN NET EXPENDITURES AT COST, WHICH REPRESENTED APPROXIMATELY 11.75% OF TOTAL EXPENSES INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST FOR THE FISCAL PERIOD COVERED BY THIS FILING. COMMUNITY BENEFITSANNUAL COMMUNITY BENEFITS REPORTAS PREVIOUSLY NOTED IN THIS FILING, NEBH'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION STRATEGY WERE COMPLETED AND APPROVED BY THE COMMUNITY BENEFITS ADVISORY COMMITTEE AND BOARD OF TRUSTEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 AS REQUIRED PURSUANT TO THE REGULATIONS UNDER INTERNAL REVENUE CODE SECTION 501(R). IN ADDITION, AS NOTED IN THIS FORM 990 SCHEDULE H, PART I, LINES 6A AND 6B, THE HOSPITAL PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT THAT IS SUBMITTED TO THE MASSACHUSETTS ATTORNEY GENERAL (SCHEDULE H, PART VI, LINE 7). THAT FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE, ON THE ATTORNEY GENERAL'S WEBSITE AND ON THE HOSPITAL WEBSITE AT: WWW.NEBH.ORG.THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT THAT NEBH FILED WITH THE ATTORNEY GENERAL'S OFFICE. EMERGENCY CARE ACCESSAS PREVIOUSLY NOTED IN THIS FORM 990, NEBH IS NOT LICENSED TO OPERATE AN EMERGENCY DEPARTMENT, HOWEVER, NEBH STILL PROVIDES CARE TO ALL WHO NEED URGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. ALL PATIENTS WHO PRESENT AT NEBH ARE TRIAGED TO THE APPROPRIATE VENUE FOR THEIR CARE DEPENDING UPON THEIR CLINICAL PRESENTATION. A CLINICAL RESOURCE NURSE AND HOSPITALIST COLLABORATE TO IDENTIFY VENUE PRIOR TO THE ARRIVAL OF PATIENT IF POSSIBLE. THE HOSPITALIST WILL MAKE A DETERMINATION AS TO THE BEST PATIENT DISPOSITION. CLINICAL SITUATIONS RECEIVED BY PHONE OR WALK-IN REQUIRING EMERGENCY MANAGEMENT ARE DIRECTED TO THE NEAREST EMERGENCY DEPARTMENT, SUCH AS BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), A RELATED AFFILIATE AND TERTIARY CARE ACADEMIC MEDICAL CENTER WHICH OPERATES A LEVEL 1 TRAUMA EMERGENCY DEPARTMENT 24 HOURS A DAY, 7 DAYS A WEEK AND IS LOCATED APPROXIMATELY 1 MILE FROM NEBH. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITSCHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCENEBH'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $3,665,090 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A. OTHER UNCOMPENSATED CHARITY CAREMEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, NEBH ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW-INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS THAT INSURE LOW-INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. MEDICAID IS A GOVERNMENT INSURANCE PROGRAM FOR INDIVIDUALS WITH LIMITED INCOME AND RESOURCES, AND NEBH PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICAID PROGRAM. PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION AND ALTHOUGH THE PROVISION OF HEALTH CARE TO THESE PATIENTS GENERATED $747,221 IN MEDICAID REVENUE THIS WAS LESS THAN THE COST OF CARE PROVIDED BY NEBH FOR SUCH SERVICES BY $1,162,448 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 3.3% OR 4,108 OF NEBH'S PATIENT ENCOUNTERS WERE WITH MEDICAID PATIENTS. IN ADDITION, 41% OR 52,000 OF THE HOSPITAL'S PATIENT CASES WERE WITH MEDICARE PATIENTS. BAD DEBTSIN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, NEBH ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. CHARGES FOR THOSE SERVICES DURING THE FISCAL PERIOD COVERED BY THIS FILING OF $102,253 AND ARE REPORTED AS BAD DEBT ON FORM 990, SCHEDULE H, PART III, LINE 2. NEBH SIMILARLY INCURS BAD DEBT LOSSES AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE IN ITS FINANCIAL STATEMENTS. NEBH CHARGES FOR THOSE SERVICES WERE $102,253 DURING THE FISCAL PERIOD COVERED BY THIS FILING AS REPORTED IN THE FINANCIAL STATEMENTS AND AS REPORTED ON THE NEBH FORM 990, SCHEDULE H, PART III, LINE 2. AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, LOSSES RELATED TO BAD DEBTS HAVE NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H PART I LINE 7. RATHER THE AMOUNT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F, WERE BASED ON EACH ITEM OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR THE SEVEN MONTHS ENDED SEPTEMBER 30, 2019 INCLUDE THE ACCOUNTS OF: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NORTHEAST), ANNA JAQUES HOSPITAL (AJH) AND AFFILIATES. THE FINANCIAL STATEMENTS OF THE SYSTEM ALSO INCLUDE A CONTROLLED AFFILIATE, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP). THE BETH ISRAEL LAHEY HEALTH INC. CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE REGARDING BAD DEBT EXPENSE.
SCHEDULE H NARRATIVESFINANCIAL ASSISTANCE POLICYINTERNAL REVENUE CODE SECTION 501(R)(4)FINANCIAL ASSISTANCE POLICY PURPOSE NEBH IS DEDICATED TO PROVIDING FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM OR OTHERWISE UNABLE TO PAY FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. THIS FINANCIAL ASSISTANCE POLICY IS INTENDED TO BE IN COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS FOR OUR SERVICE AREA. PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL RECEIVE DISCOUNTED CARE RECEIVED FROM QUALIFYING NEBH PROVIDERS.NEBH DOES NOT DISCRIMINATE BASED ON THE PATIENT'S AGE, GENDER, RACE, CREED, RELIGION, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, NATIONAL ORIGIN OR IMMIGRATION STATUS WHEN DETERMINING ELIGIBILITY.FINANCIAL ASSISTANCE POLICY, CREDIT AND COLLECTION POLICY AND EMERGENCY CARE POLICYAS REQUIRED BY IRC SECTION 501(R)(4) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL MAINTAINS A WRITTEN FINANCIAL ASSISTANCE POLICY (FAP) WHICH APPLIES TO ALL EMERGENCY AND OTHER MEDICALLY NECESSARY CARE PROVIDED BY THE HOSPITAL FACILITY (SCHEDULE H PART I QUESTIONS 1A AND 1B). DETAIL RELATED TO EMERGENCY AND OTHER MEDICALLY NECESSARY CARE COVERED BY THE POLICY IS INCLUDED WITHIN THE POLICY AND THE DEFINITION OF EMERGENCY CARE MEETS THE DEFINITION OF THE EMERGENCY MEDICAL TREATMENT AND LABOR ACT (EMTALA), SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). (SCHEDULE H PART V SECTION B QUESTION 21). THE FAP INCLUDES A LIST OF PROVIDERS OTHER THAN THE HOSPITAL ITSELF, WHICH ARE COVERED BY THE FAP AND SPECIFIES ELIGIBILITY CRITERIA FOR BOTH FREE AND DISCOUNTED CARE. THE FAP ALSO INCLUDES THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS. THE HOSPITAL MAINTAINS A SEPARATE CREDIT AND COLLECTION POLICY AS PERMITTED UNDER THE TREASURY REGULATIONS AND THIS CREDIT AND COLLECTION POLICY IS REFERENCED WITHIN THE FAP AS REQUIRED, ALONG WITH INFORMATION ON HOW TO OBTAIN A FREE COPY OF THE CREDIT AND COLLECTION POLICY (SCHEDULE H PART III SECTION C QUESTIONS 9A AND 9B AND PART V SECTION B QUESTION 17). THE HOSPITAL'S FAP AND CREDIT & COLLECTION POLICY WERE ADOPTED BY THE HOSPITAL'S BOARD PRIOR TO SEPTEMBER 30, 2019, AND THESE DOCUMENTS WERE ALL EFFECTIVE AS OF OCTOBER 2, 2019, THE FIRST DAY OF THE HOSPITAL'S FISCAL YEAR IN WHICH THE HOSPITAL WAS REQUIRED TO BE IN COMPLIANCE WITH THE REGULATIONS PROMULGATED BY THE TREASURY AND RELATED TO IRC SECTION 501(R). FINANCIAL ASSISTANCE POLICYAPPLYING FOR ASSISTANCE THE HOSPITAL'S FAP INCLUDES INFORMATION ON THE METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE UNDER THE FAP. IN ADDITION, THE HOSPITAL'S FINANCIAL ASSISTANCE APPLICATION INCLUDES A LIST OF INFORMATION/DOCUMENTATION REQUIRED AS PART OF A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE (SCHEDULE H PART V SECTION B QUESTION 15).FINANCIAL ASSISTANCE POLICYELIGIBILITY GUIDELINES THE HOSPITAL'S FAP USES THE FEDERAL POVERTY GUIDELINES IN DETERMINING ELIGIBILITY FOR FREE AND DISCOUNTED CARE (SCHEDULE H PART I QUESTION 3A AND 3B AND PART V SECTION B QUESTION 13). IN ADDITION, THE HOSPITAL'S FAP PROVIDES FOR FINANCIAL ASSISTANCE BASED ON MEDICAL HARDSHIP AND ASSET LEVEL (SCHEDULE H PART I QUESTIONS 3C AND 4, PART V SECTION B QUESTION 13 AND PART VI QUESTION 3). FINALLY, THE HOSPITAL UNDERSTANDS THAT NOT ALL PATIENTS ARE ABLE TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION OR COMPLY WITH REQUESTS FOR DOCUMENTATION. THERE MAY BE INSTANCES UNDER WHICH A PATIENT/GUARANTOR'S QUALIFICATION FOR FINANCIAL ASSISTANCE IS ESTABLISHED WITHOUT COMPLETING THE APPLICATION FORM. OTHER INFORMATION MAY BE USED BY THE HOSPITAL TO DETERMINE WHETHER A PATIENT/GUARANTOR'S ACCOUNT IS UNCOLLECTIBLE, AND THIS INFORMATION MAY BE USED TO DETERMINE PRESUMPTIVE ELIGIBILITY AS OUTLINED IN THE HOSPITAL'S FAP (SCHEDULE H PART I QUESTIONS 3C).FINANCIAL ASSISTANCEPUBLIC ASSISTANCE PROGRAMS (SCHEDULE H PART I QUESTION 3C)IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY UNDER THE HOSPITAL'S FAP, FOR THOSE INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL WORK WITH PATIENTS TO ASSIST THEM IN APPLYING FOR PUBLIC ASSISTANCE AND/OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. TO HELP UNINSURED AND UNDERINSURED INDIVIDUALS FIND AVAILABLE AND APPROPRIATE OPTIONS, THE HOSPITAL WILL PROVIDE ALL INDIVIDUALS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PUBLIC ASSISTANCE AND FINANCIAL ASSISTANCE PROGRAMS DURING THE PATIENT'S INITIAL IN-PERSON REGISTRATION AT A HOSPITAL LOCATION FOR A SERVICE, IN ALL BILLING INVOICES THAT ARE SENT TO A PATIENT OR GUARANTOR, AND WHEN THE PROVIDER IS NOTIFIED OR THROUGH ITS OWN DUE DILIGENCE BECOMES AWARE OF A CHANGE IN THE PATIENT'S ELIGIBILITY STATUS FOR PUBLIC OR PRIVATE INSURANCE COVERAGE.HOSPITAL PATIENTS MAY BE ELIGIBLE FOR FREE OR REDUCED COST OF HEALTH CARE SERVICES THROUGH VARIOUS STATE PUBLIC ASSISTANCE PROGRAMS AS WELL AS THE HOSPITAL FINANCIAL ASSISTANCE PROGRAMS (INCLUDING BUT NOT LIMITED TO MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE HEALTH CONNECTOR, THE CHILDREN'S MEDICAL SECURITY PROGRAM, THE HEALTH SAFETY NET, AND MEDICAL HARDSHIP). SUCH PROGRAMS ARE INTENDED TO ASSIST LOW-INCOME PATIENTS TAKING INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HER OR HIS CARE. FOR THOSE INDIVIDUALS THAT ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL, WHEN REQUESTED, HELP THEM WITH APPLYING FOR EITHER COVERAGE THROUGH PUBLIC ASSISTANCE PROGRAMS OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.THE HOSPITAL IS AVAILABLE TO ASSIST PATIENTS IN ENROLLING INTO STATE HEALTH COVERAGE PROGRAMS. THESE INCLUDE MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE STATE'S HEALTH CONNECTOR, AND THE CHILDREN'S MEDICAL SECURITY PLAN. FOR THESE PROGRAMS, APPLICANTS CAN SUBMIT AN APPLICATION THROUGH AN ONLINE WEBSITE (WHICH IS CENTRALLY LOCATED ON THE STATE'S HEALTH CONNECTOR WEBSITE), A PAPER APPLICATION, OR OVER THE PHONE WITH A CUSTOMER SERVICE REPRESENTATIVE LOCATED AT EITHER MASSHEALTH OR THE CONNECTOR. INDIVIDUALS MAY ALSO ASK FOR ASSISTANCE FROM HOSPITAL FINANCIAL COUNSELORS (ALSO CALLED CERTIFIED APPLICATION COUNSELORS) WITH SUBMITTING THE APPLICATION EITHER ON THE WEBSITE OR THROUGH A PAPER APPLICATION.FINANCIAL ASSISTANCE POLICYTRANSLATIONS THE HOSPITAL'S FAP, CREDIT AND COLLECTION POLICY AND PLAIN LANGUAGE SUMMARY OF THE FAP (SEE DETAIL BELOW) HAVE ALL BEEN TRANSLATED INTO THE LANGUAGES SPOKEN BY THOSE IN THE HOSPITAL'S COMMUNITY WHO MAY COMMUNICATE IN A LANGUAGE OTHER THAN ENGLISH. THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE LANGUAGES OF LIMITED ENGLISH PROFICIENCY (LEP) OF ITS PATIENTS USING THE HEALTH AND HUMAN SECRETARY GUIDANCE SAFE HARBOR OF 5% OF THE POPULATION OR 1,000 PERSONS, WHICHEVER IS LESS. BASED ON THE HOSPITAL'S REVIEW OF THIS SAFE HARBOR, THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE FOLLOWING LANGUAGES: GREEK, PORTUGUESE, RUSSIAN AND SPANISH (SCHEDULE H PART V SECTION B QUESTION 16I).FINANCIAL ASSISTANCE POLICYWIDELY PUBLICIZING AND AVAILABILITYCOPIES OF THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN BOTH ENGLISH AND ALL LEP LANGUAGES AT THE HOSPITAL OR BY MAIL FREE OF CHARGE AND ON THE HOSPITAL'S WEBSITE AT (SCHEDULE H PART V SECTION B QUESTIONS 16A, 16B, 16C, 16D, 16E, 16H) AT WWW.NEBH.ORG/POLICIES.IN ADDITION, THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN THE HOSPITAL'S EMERGENCY DEPARTMENT AND FINANCIAL COUNSELING OFFICE (SCHEDULE H PART V SECTION B QUESTION 16F AND SCHEDULE H PART VI QUESTION 3).THE HOSPITAL MAINTAINS SIGNAGE AND CONSPICUOUS PUBLIC DISPLAYS ABOUT FINANCIAL ASSISTANCE AND THE FAP DESIGNED TO ATTRACT THE ATTENTION OF PATIENTS AND VISITORS, INCLUDING BOTH THE EMERGENCY DEPARTMENT AND ADMISSIONS. SUCH SIGNAGE IS POSTED BOTH IN ENGLISH AND THE LEP LANGUAGES NOTED ABOVE. IN ADDITION, FINANCIAL COUNSELING PERSONNEL ROUTINELY VISIT LOCATIONS DESIGNATED FOR SIGNAGE TO ENSURE THAT SUCH SIGNAGE REMAINS VISIBLE TO PATIENTS AND VISITORS AS ATTENDED. THE HOSPITAL PROVIDES INFORMATION ABOUT THE FAP TO PATIENTS CONSPICUOUSLY WITHIN BILLING STATEMENTS. INFORMATION PROVIDED TO PATIENTS IN THESE COMMUNICATIONS INCLUDE CONTACT INFORMATION FOR THOSE THAT CAN HELP PROVIDE ADDITIONAL INFORMATION ABOUT THE FAP, INFORMATION ON THE APPLICATION PROCESS AND THE WEBSITE WHERE THE FAP CAN BE OBTAINED (SCHEDULE H PART V SECTION B QUESTION 16G).
SCHEDULE H NARRATIVESFINANCIAL ASSISTANCE POLICYPLAIN LANGUAGE SUMMARYAS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION. THE PLAIN LANGUAGE SUMMARY ALSO INCLUDES THE LIST OF LANGUAGES INTO WHICH THE FAP AND SUMMARY HAVE BEEN TRANSLATED AS WELL AS HOW TO ACCESS INFORMATION ON PROVIDERS NOT COVERED BY THE FAP AND TO WHICH OTHER RELATED HOSPITALS' APPROVAL UNDER THE FAP WILL APPLY. LIMITATION ON CHARGESINTERNAL REVENUE CODE SECTION 501(R)(5)LIMITATION ON CHARGESAS REQUIRED BY IRC SECTION 501(R)(5) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL LIMITS THE AMOUNTS CHARGED FOR ANY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IT PROVIDES TO A FINANCIAL ASSISTANCE ELIGIBLE PATIENT, TO NOT MORE THAN AMOUNTS GENERALLY BILLED (AGB) AND LIMITS THE AMOUNTS CHARGED TO ANY FINANCIAL ASSISTANCE ELIGIBLE PATIENT FOR ALL OTHER MEDICAL CARE TO LESS THAN GROSS CHARGES. AMOUNTS GENERALLY BILLEDLOOK BACK METHODTHE HOSPITAL CALCULATES ITS AGB, USING THE LOOK BACK METHOD, DIVIDING THE TOTAL PAYMENTS RECEIVED FROM ALL COMMERCIAL PLANS AND MEDICARE BY THE TOTAL CHARGES SENT TO THOSE SAME PAYERS FOR THE PREVIOUS FISCAL YEAR. CALCULATED AGB IS INCLUDED IN THE HOSPITAL'S FAP AS REQUIRED UNDER THE REGULATIONS DETAILING THE REQUIREMENTS UNDER IRC SECTION 501(R)(5). (SCHEDULE H PART V SECTION B QUESTION 22). PATIENT REFUNDS FOR CHARGES IN EXCESS OF AMOUNTS GENERALLY BILLEDTHE HOSPITAL REGULARLY MONITORS THE FINANCIAL ACCOUNTS OF PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE. WHERE A PATIENT SUBMITS A COMPLETED APPLICATION FOR FINANCIAL ASSISTANCE AND IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL REFUNDS ANY AMOUNTS PREVIOUSLY PAID FOR CARE THAT EXCEED THE AMOUNT THAT THE PATIENT IS PERSONALLY RESPONSIBLE FOR PAYING WHERE SUCH AMOUNTS ARE EQUAL TO OR EXCEED $5.00. BILLING AND COLLECTIONS501(R)(6)EXTRAORDINARY COLLECTION ACTIVITIESTHE HOSPITAL DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITIES (ECAS) FOR FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. SPECIFICALLY, THE HOSPITAL DOES NOT REPORT TO CREDIT AGENCIES, ENGAGE IN LEGAL OR JUDICIAL PROCESSES OR SELL A PATIENT'S OUTSTANDING AMOUNTS OWED FOR PATIENT CARE. IN ADDITION, THIS EXTENDS TO ANY THIRD PARTY CONTRACTED WITH THE HOSPITAL RELATED TO BILLING AND COLLECTIONS (SCHEDULE H PART V SECTION B QUESTIONS 18 AND 19).APPLICATION PERIOD PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME UP TO TWO HUNDRED AND FORTY (240) DAYS AFTER THE FIRST POST-DISCHARGE BILLING STATEMENT IS AVAILABLE. CHARITY CARE AND CERTAIN OTHER COMMUNITY BENEFITSHEALTH PROFESSIONS EDUCATIONAS PREVIOUSLY NOTED IN THROUGHOUT THIS FORM 990, NEBH IS COMMITTED TO COMMUNITY HEALTH IMPROVEMENT SERVICES. NEBH'S PRIMARY PURPOSE IS THE OPERATION AND MAINTENANCE OF AN ACUTE CARE, ORTHOPEDIC SPECIALTY HOSPITAL AND PROVISION OF ALL SERVICES RELATED THERETO FOR THE BENEFIT OF PATIENTS. IN ADDITION TO ITS PRIMARY PURPOSE, NEBH IS COMMITTED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS ACROSS BOSTON TO IDENTIFY AREAS OF SPECIAL NEED IN MUSCULOSKELETAL DISEASE AND COLLABORATE ON PROGRAMS TO ADDRESS THESE NEEDS. NEBH HAS A SPECIAL FOCUS ON UNDERSERVED POPULATIONS THOUGH OUTREACH, EDUCATION AND PROVISION OF SERVICES TO ADDRESS MUSCULOSKELETAL HEALTH AS NOTED THROUGHOUT THIS NARRATIVE. ADDITIONAL INFORMATION REGARDING PROMOTING THE HEALTH OF THE COMMUNITY (SCHEDULE H, PART VI, QUESTIONS 5 AND 6)THE HOSPITAL MAINTAINS AN OPEN MEDICAL STAFF AND AS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. ON MARCH 1, 2019, THE BETH ISRAEL LAHEY HEALTH SYSTEM WAS FORMED THROUGH THE COMBINATION OF THE HOSPITALS AND OTHER AFFILIATES OF THREE LEGACY HEALTH CARE SYSTEMS BASED PRIMARILY IN THE EASTERN MASSACHUSETTS MARKET, INCLUDING THE FORMER CAREGROUP HEALTH SYSTEM, THE FORMER LAHEY HEALTH SYSTEM, AND THE SEACOAST HEALTH SYSTEM. BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS NOW THE SOLE MEMBER OF THE HOSPITAL AND NINE AFFILIATED HOSPITALS. EACH OF THESE ENTITIES MAY HAVE, IN TURN, SERVED AS THE SOLE MEMBER OF ADDITIONAL AFFILIATES. THE BILH HEALTH SYSTEM IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES.
SCHEDULE H NARRATIVESAFFILIATED HEALTH CARE SYSTEMAS NOTED IN VARIOUS NARRATIVE DISCLOSURES THAT SUPPORT THIS FORM 990 AND RELATED SCHEDULES FOR THE PERIOD COVERED BY THIS FILING, BILH IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. BILH'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE BILH SYSTEM. BILH SERVES AS SOLE MEMBER OF 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. EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY, IN TURN, HAVE SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE BILH NETWORK OF AFFILIATES DURING THE REPORTING PERIOD.COMBINED THESE ENTITIES FORMED A REGIONAL HEALTHCARE DELIVERY SYSTEM COMPRISED OF TEACHING AND COMMUNITY HOSPITALS, PHYSICIAN GROUPS, AND OTHER CAREGIVERS. THESE ENTITIES WERE COMMITTED TO PROVIDING PERSONALIZED, PATIENT CENTERED CARE WITHIN THE COMMUNITIES THEY SERVE, ENSURING ACCESS TO A WIDE RANGE OF SPECIALTY SERVICES AND A BROAD SPECTRUM OF COMPREHENSIVE HEALTH SERVICES RANGING FROM WELLNESS PROGRAMS TO HOME CARE AS WELL AS TO FURTHERING EXCELLENCE IN MEDICAL EDUCATION AND RESEARCH.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ARTHRITIS FOUNDATION
29 CRAFTS ST CHATHAM 450NEWTONMA02458042113261501(C)(3)$15,000PREVENT & TREAT ARTHIRITIS
MISSION HILL LINK
8 BUCKNAM STBOSTONMA02120042921969501(C)(3)$70,419TRANSPORTATION FOR ELDERLY & PRESIDENTS IN MISSION HILL
SOCIEDAD LATINA
1530 TREMON STROXBURYMA02120042678255501(C)(3)$14,000HEALTH EDUCATION IN ACTION PROGRAM IN COMMUNITY
CITY OF BOSTON
1 CITY HALL SQROXBURYMA02120$12,993FACILITIES, SECURITY AND EQUIPMENT FOR COMMUNITY
BOSTON CELTICS SHAMROCK FOUNDATION
226 CAUSEWAY STBOSTONMA02114043174933501(C)(3)$47,000SUPPORT OF JR. CELTICS PROGRAM IN COMMUNITY
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231135613797501(C)(3)$5,000SUPPORT OF THE BOSTON HEART WALK
ROXBURY TENANTS OF HARVARD
11 NEW WHITNEY STBOSTONMA02115042555987501(C)(3)$8,983SUPPORT PROGRAMS TO KEEP SENIORS ACTIVE IN THE COMMUNITY
METRO HOUSING BOSTON
1411 TREMONT STBOSTONMA02120042775991501(C)(3)$2,500REDUCE HOMELESSNESS
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
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 (18 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
BASILICO MD FACC FREDERICK C
TEE (EX-OFF)/CHAIR OF MED/SEC$123,118$123,118$34,654$34,654$0$0$0$0$13,718$13,718$171,490$171,490$0$0
LEWIS MD STANLEY M
TRUSTEE (CEO DESIGNATE)$0$539,594$0$145,095$0$47,414$0$20,100$0$52,482$0$804,685$0$0
MATTINGLY MD DAVID
TTEE(EXOFF)/SURG CHF/ORTHO CHR$161,009$161,009$42,375$42,375$0$0$0$0$1,457$1,457$204,841$204,841$0$0
PASSAFARO DAVID
TRUSTEE (EX-OFF), PRESIDENT$346,175$0$84,755$0$2,417$0$13,750$0$31,460$0$478,557$0$0$0
SMITH RN MS MARY SULLIVAN
TEE (EX-O), SVP, COO, CNO$356,450$18,761$97,962$5,156$7,986$420$13,062$688$5,322$280$480,782$25,305$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
TROMANHAUSER MD SCOTT
TEE/CHF MED QTY OFF/RES OP DIR$178,117$178,117$50,213$50,213$1,212$1,212$0$0$21$21$229,563$229,563$0$0
FISCHER STEVEN P
TREASURER$0$565,045$0$151,691$0$53,474$0$18,750$0$57,012$0$845,972$0$0
GHERINGHELLI MSF THOMAS J
ASSISTANT TREASURER$311,014$16,370$88,568$4,661$5,267$277$8,204$432$14,404$758$427,457$22,498$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
THOMPSON LINDA E
SVP, HR & SERVICE EXCELLENCE$270,468$14,235$76,755$4,040$3,993$210$15,119$796$20,143$1,060$386,478$20,341$0$0
ANDERSON SCOTT W
AVP, PATIENT FIN. SERV.$133,586$0$0$0$172,843$0$26,290$0$5,400$0$338,119$0$0$0
FINNEGAN LAUREN
EXEC DIR NEBMA & MED STAFF$146,600$0$10,509$0$57,426$0$8,358$0$28,644$0$251,537$0$0$0
HAYEK MD JIHAD
PATHOLOGY CHAIR$182,111$182,111$2,000$2,000$844$844$14,833$14,833$15,657$15,657$215,445$215,445$0$0
HERMAN KATHERINE MORGAN
VICE PRESIDENT OF PHILANTHROPY$225,070$0$63,562$0$324$0$11,654$0$29,160$0$329,770$0$0$0
MCKINNON BARBARA E
NURSE MANAGER$98,004$0$8,400$0$123,124$0$37,458$0$15,276$0$282,262$0$0$0
HANNON FACHE PATRICIA
FORMER PRES/CEO/TTEE (EX-OFF)$651,255$34,277$366,689$19,299$2,719,034$143,107$0$0$23,118$1,217$3,760,096$197,900$0$0
GREENSPAN ELIZABETH
FMR SVP, CHIEF STRATEGY OFF$0$0$0$0$134,902$7,100$156$8$0$0$135,058$7,108$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4AAS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THE FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 DETAIL THE FORMER CHIEF EXECUTIVE OFFICER FOR NEW ENGLAND BAPTIST HOSPITAL BECAME ELIGIBLE FOR SEVERANCE PAYMENTS DURING THE CALENDAR YEAR 2018. IN ADDITION, ONE OR MORE OF THE INDIVIDUALS REPORTED WITHIN THE FIVE HIGHEST PAID EMPLOYEES OTHER THAN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES RECEIVED SEVERANCE DURING THE CALENDAR YEAR 2018. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW.
PART I, LINE 7NEW ENGLAND BAPTIST HOSPITAL (NEBH) IS THE SOLE MEMBER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA). EXECUTIVES AND KEY EMPLOYEES IN BOTH CORPORATIONS MAY HAVE COMPENSATION PACKAGES THAT INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING NEBH'S BUDGETED CONSOLIDATED OPERATING MARGIN AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. FOR THE 2018 CALENDAR YEAR , THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE AND KEY EMPLOYEE WAS REVIEWED AND APPROVED BY THE NEBH COMPENSATION COMMITTEE WHICH, AS PREVIOUSLY NOTED, WAS FULLY STAFFED BY INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES.
FORM 990, SCHEDULE J: ADDITIONAL COMPENSATION DISCLOSURESTHE 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 FORM 990, THE COMPENSATION DETAIL INCLUDED HERE 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 THESE 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 NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS NEBH AND NEBMA RESPECTIVELY. AMELLO, JASON TRUSTEE NEW ENGLAND BAPTIST HOSPITAL BACHMAN, JOHN TRUSTEE NEW ENGLAND BAPTIST HOSPITAL JEFFERY LIBERT TRUSTEE NEW ENGLAND BAPTIST HOSPITAL BARKER, ESQ., THOMAS R. TRUSTEE NEW ENGLAND BAPTIST HOSPITAL LIBERT, JEFFREY TRUSTEE NEW ENGLAND BAPTIST HOSPITAL MR. BARKER'S TERM ON THE NEW ENGLAND BAPTIST HOSPITAL BOARD BEGAN SEPTEMBER 18, 2019. BARNETT, KEITH TRUSTEE NEW ENGLAND BAPTIST HOSPITAL BASILICO, M.D., F.A.C.C., FREDERICK C. TRUSTEE (EX-OFFICIO), SECRETARY, PHYSICIAN IN CHIEF AND CHAIR OF MEDICINE NEW ENGLAND BAPTIST HOSPITAL PRESIDENT, TRUSTEE (EX-OFFICIO), CHIEF OF MEDICINE NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSISTANT CLINICAL PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL DR. BASILICO'S TERM AS SECRETARY FOR NEW ENGLAND BAPTIST HOSPITAL ENDED ON FEBRUARY 28, 2019. DR. BASILICO PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. ALTHOUGH DR. BASILICO IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. BASILICO'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 123,119 INCENTIVE COMPENSATION: 34,654 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 13,718 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 123,119 INCENTIVE COMPENSATION: 34,654 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 13,718 BEAMON, SHANUAH TRUSTEE NEW ENGLAND BAPTIST HOSPITAL COLLINS, CHRISTOPHER TRUSTEE AND VICE CHAIR NEW ENGLAND BAPTIST HOSPITAL MR. COLLINS'S TERM AS VICE CHAIR FOR NEW ENGLAND BAPTIST HOSPITAL BEGAN SEPTEMBER 18, 2019. FREDERICK, JOCELYN TRUSTEE NEW ENGLAND BAPTIST HOSPITAL JENNY, CHRISTOPHER TRUSTEE NEW ENGLAND BAPTIST HOSPITAL LEWIS, M.D., STANLEY CHIEF OF STRATEGY BETH ISRAEL LAHEY HEALTH (EFFECTIVE MARCH 1, 2019) SENIOR VICE PRESIDENT AND CHIEF SYSTEM DEVELOPMENT & STRATEGY OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER (THROUGH MARCH 1, 2019) TRUSTEE (EX-OFFICIO, CEO DESIGNATE) NEW ENGLAND BAPTIST HOSPITAL (EFFECTIVE MARCH 1, 2019) TRUSTEE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (THROUGH MARCH 1,2019) TRUSTEE JORDAN HEALTH SYSTEMS, INC. (THROUGH MARCH 1, 2019) DIRECTOR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO, CEO DESIGNATE) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM (EFFECTIVE MARCH 1, 2019) TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON (THROUGH MARCH 1, 2019) DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MILTON PHYSICIANS ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION (THROUGH MARCH 1, 2019) DIRECTOR (EX-OFFICIO) COMMUNITY PHYSICIANS ASSOCIATES (THROUGH MARCH 1, 2019) TRUSTEE (EX-OFFICIO, CEO DESIGNATE) MOUNT AUBURN HOSPITAL (EFFECTIVE MARCH 1, 2019) ASSOCIATE PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 539,594 INCENTIVE COMPENSATION: 145,095 OTHER REPORTABLE COMPENSATION: 47,414 DEFERRED COMPENSATION: 20,100 NON-TAXABLE BENEFITS: 52,482 OTHER REPORTABLE COMPENSATION FOR DR. LEWIS INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $42,720. MATTINGLY, M.D., DAVID A. TRUSTEE (EX-OFFICIO), CHAIR OF ORTHOPEDICS AND SURGEON IN CHIEF NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO), CHAIR OF ORTHOPEDICS AND SURGEON IN CHIEF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSOCIATE CLINICAL PROFESSOR, ORTHOPEDIC SURGERY TUFTS MEDICAL SCHOOL DR. MATTINGLY PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. ALTHOUGH DR. MATTINGLY IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. MATTINGLY'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 161,009 INCENTIVE COMPENSATION: 42,375 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 1,457 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 161,009 INCENTIVE COMPENSATION: 42,375 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 1,457 NICHOLS, PETER TRUSTEE, CO-VICE CHAIR NEW ENGLAND BAPTIST HOSPITAL DIRECTOR CAREGROUP, INC. MR. NICHOLS'S TERM AS TRUSTEE AND CO-VICE CHAIR FOR NEW ENGLAND BAPTIST HOSPITAL ENDED ON SEPTEMBER 18, 2019. PASSAFARO, DAVID TRUSTEE (EX-OFFICIO) AND PRESIDENT NEW ENGLAND BAPTIST TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST MEDICAL ASSOCIATES HOSPITAL MR. PASSAFARO'S TERM IN THE POSITIONS NOTED ABOVE BEGAN ON OCTOBER 1, 2018. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 346,174 INCENTIVE COMPENSATION: 84,755 OTHER REPORTABLE COMPENSATION: 2,417 DEFERRED COMPENSATION: 13,750 NON-TAXABLE BENEFITS: 31,460 POGORZELSKI, DONALD E.
FORM 990, SCHEDULE J: ADDITIONAL COMPENSATION DISCLOSURESTRUSTEE AND CO-VICE CHAIR NEW ENGLAND BAPTIST HOSPITAL MR. POGORZELSKI'S TERM AS TRUSTEE AND CO-VICE CHAIR FOR NEW ENGLAND BAPTIST HOSPITAL ENDED ON SEPTEMBER 18, 2019. RUBENSTEIN, JAMES TRUSTEE NEW ENGLAND BAPTIST HOSPITAL SAMSEL, ERVEN TRUSTEE AND BOARD CHAIR NEW ENGLAND BAPTIST HOSPITAL SPITZ, M.D., DAMON J. TRUSTEE (EX-OFFICIO), PRESIDENT OF THE MEDICAL STAFF AND CHAIR OF THE DEPARTMENT OF RADIOLOGY NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO), BOARD CHAIR, RADIOLOGY CHAIR NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSISTANT CLINICAL PROFESSOR, TUFTS MEDICAL SCHOOL PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 41,100 INCENTIVE COMPENSATION: 11,611 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 41,100 INCENTIVE COMPENSATION: 11,611 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 SULLIVAN SMITH, R.N., M.S., MARY TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF NURSING OFFICER AND CHIEF COMPLIANCE AND PRIVACY OFFICER NEW ENGLAND BAPTIST HOSPITAL MS. SULLIVAN SMITH IS THE SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF NURSING OFFICER AND CHIEF COMPLIANCE AND PRIVACY OFFICER FOR NEBH AND ALSO PROVIDES ADMINISTRATIVE AND MEDICAL MANAGEMENT SERVICES FOR NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY FORM 990, ALTHOUGH MS. SULLIVAN SMITH IS PAID DIRECTLY BY NEBH, THE PORTION OF MS. SULLIVAN SMITH'S COMPENSATION ATTRIBUTABLE TO EACH SET OF RESPONSIBILITIES HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 356,450 INCENTIVE COMPENSATION: 97,962 OTHER REPORTABLE COMPENSATION: 7,986 DEFERRED COMPENSATION: 13,062 NON-TAXABLE BENEFITS: 5,322 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 18,761 INCENTIVE COMPENSATION: 5,156 OTHER REPORTABLE COMPENSATION: 420 DEFERRED COMPENSATION: 687 NON-TAXABLE BENEFITS: 280 TROMANHAUSER, M.D., MBA, MHCDS, SCOTT TRUSTEE, CHIEF MEDICAL QUALITY OFFICER AND DIRECTOR OF RESEARCH OPERATIONS NEW ENGLAND BAPTIST HOSPITAL CHIEF MEDICAL QUALITY OFFICER AND CHIEF, SECTION OF SPINE SURGERY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ASSISTANT CLINICAL PROFESSOR, ORTHOPEDIC SURGERY TUFTS MEDICAL SCHOOL DR. TROMANHAUSER PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, AALTHOUGH DR. TROMANHAUSER IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. TROMANHAUSER'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 178,117 INCENTIVE COMPENSATION: 50,213 OTHER REPORTABLE COMPENSATION: 1,212 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 21 PAYMENTS REPORTED BY NEBMA BASE COMPENSATION: 178,117 INCENTIVE COMPENSATION: 50,213 OTHER REPORTABLE COMPENSATION: 1,212 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 21 BATTISTA, MARY ASSISTANT CLERK NEW ENGLAND BAPTIST HOSPITAL MS. BATTISTA'S TERM AS ASSISTANT CLERK FOR NEW ENGLAND BAPTIST HOSPITAL BEGAN DECEMBER 5, 2018. GHERINGHELLI, MSF, THOMAS, J. SENIOR VICE PRESIDENT OF FINANCE, AND CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND TREASURER NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MR. GHERINGHELLI PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, AALTHOUGH MR. GHERINGHELLI IS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF MR. GHERINGHELLI'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 311,015 INCENTIVE COMPENSATION: 88,568 OTHER REPORTABLE COMPENSATION: 5,267 DEFERRED COMPENSATION: 8,204 NON-TAXABLE BENEFITS: 14,404 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 16,369 INCENTIVE COMPENSATION: 4,661 OTHER REPORTABLE COMPENSATION: 277 DEFERRED COMPENSATION: 432 NON-TAXABLE BENEFITS: 758 THOMPSON, LINDA SENIOR VICE PRESIDENT, HUMAN RESOURCES AND SERVICE EXCELLENCE NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) AND SECRETARY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MS. THOMPSON IS THE SENIOR VICE PRESIDENT FOR HUMAN RESOURCES AND SERVICE EXCELLENCE FOR NEBH AND ALSO PROVIDES ADMINISTRATIVE AND MANAGEMENT SERVICES FOR NEBMA. AS REQUIRED BY FORM 990, AALTHOUGH MS. THOMPSON IS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF MS. THOMPSON'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 270,468 INCENTIVE COMPENSATION: 76,755 OTHER REPORTABLE COMPENSATION: 3,993 DEFERRED COMPENSATION: 15,119 NON-TAXABLE BENEFITS: 20,143 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 14,235 INCENTIVE COMPENSATION: 4,040 OTHER REPORTABLE COMPENSATION: 210 DEFERRED COMPENSATION: 796 NON-TAXABLE BENEFITS: 1,060 HAYEK, M.D., JIHAD CHAIRMAN, DEPARTMENT OF PATHOLOGY NEW ENGLAND BAPTIST HOSPITAL IN HIS POSITION AS CHAIRMAN OF THE DEPARTMENT OF PATHOLOGY AT NEW ENGLAND BAPTIST HOSPITAL, DR. HAYEK PERFORMS SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY FORM 990, AALTHOUGH DR. HAYEK IS PAID DIRECTLY BY NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, THE PORTION OF DR. HAYEK'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 182,112 INCENTIVE COMPENSATION: 2,000 OTHER REPORTABLE COMPENSATION: 844 DEFERRED COMPENSATION: 14,833 NON-TAXABLE BENEFITS: 15,657 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 182,112 INCENTIVE COMPENSATION: 2,000 OTHER REPORTABLE COMPENSATION: 844 DEFERRED COMPENSATION: 14,833 NON-TAXABLE BENEFITS: 15,657 ANDERSON, SCOTT W. ASSISTANT VICE PRESIDENTAVP, PATIENT FINANCIAL SERVICES AND HIM NEW ENGLAND BAPTIST HOSPITAL PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 133,586 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 172,843 DEFERRED COMPENSATION: 26,290 NON-TAXABLE BENEFITS: 5,400 OTHER REPORTABLE COMPENSATION FOR MR. ANDERSON INCLUDES $171,995 OF SEVERANCE PAYMENTS. HERMAN, K. MORGAN VICE PRESIDENT OF PHILANTHROPY NEW ENGLAND BAPTIST HOSPITAL PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 225,071 INCENTIVE COMPENSATION: 63,562 OTHER REPORTABLE COMPENSATION: 324 DEFERRED COMPENSATION: 11,654 NON-TAXABLE BENEFITS: 29,160 MCKINNON, BARBARA E. NURSE MANAGER NEW ENGLAND BAPTIST HOSPITAL PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 98,004 INCENTIVE COMPENSATION: 8,400 OTHER REPORTABLE COMPENSATION: 123,124 DEFERRED COMPENSATION: 37,458 NON-TAXABLE BENEFITS: 15,276 OTHER REPORTABLE COMPENSATION FOR MS. MCKINNON INCLUDES $122,344 OF SEVERANCE PAYMENTS. FINNEGAN, LAUREN EXECUTIVE DIRECTOR, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES OF NEBMA AND MEDICAL STAFF RELATIONS NEW ENGLAND BAPTIST HOSPITAL PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 146,601 INCENTIVE COMPENSATION: 10,509 OTHER REPORTABLE COMPENSATION: 57,426 DEFERRED COMPENSATION: 8,358 NON-TAXABLE BENEFITS: 28,644 OTHER REPORTABLE COMPENSATION FOR MS. FINNEGAN INCLUDES $57,231 OF SEVERANCE PAYMENTS.
FORM 990, SCHEDULE J: ADDITIONAL COMPENSATION DISCLOSURESFISCHER, 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 DESIGNATEEX-OFFICIO) AND TREASURER BETH ISRAEL DEACONESS HOSPITAL MILTON (CEO DESIGNATED TRUSTEE) TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (CEO DESIGNATED TRUSTEE) 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. HANNON, FACHE, PATRICIA EFFECTIVE MARCH 1, 2019, MS. HANNON HELD THE FOLLOWING POSITIONS: TRUSTEE BETH ISRAEL LAHEY HEALTH, INC. MS. HANNON HELD THE FOLLOWING POSITIONS PRIOR TO OCTOBER 1, 2018: TRUSTEEDIRECTOR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER NEW ENGLAND BAPTIST HOSPITAL TRUSTEEDIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER NEW ENGLAND BAPTIST MEDICAL ASSOCIATES MS. HANNON'S POSITIONS AS PRESIDENT, CHIEF EXECUTIVE OFFICER AND TRUSTEE (EX-OFFICIO) FOR NEW ENGLAND BAPTIST HOSPITAL AND CHIEF EXECUTIVE OFFICER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES ENDED SEPTEMBER 30, 2018. 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. PRIOR TO HER RETIREMENT, MS. HANNON PERFORMED SERVICES FOR BOTH NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. AS REQUIRED BY THIS FORM 990, AALTHOUGH MS. HANNON WAS PAID DIRECTLY BY NEW ENGLAND BAPTIST HOSPITAL, THE PORTION OF HER COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY NEBH: BASE COMPENSATION: 651,254 INCENTIVE COMPENSATION: 366,689 OTHER REPORTABLE COMPENSATION: 2,719,0344 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 23,118 PAYMENTS REPORTED BY NEBMA: BASE COMPENSATION: 34,277 INCENTIVE COMPENSATION: 19,299 OTHER REPORTABLE COMPENSATION: 143,107 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 1,217 AS NOTED ABOVE, MS. HANNON SERVED IN HER POSITIONS AT NEBH THROUGH SEPTEMBER 30, 2018 AT WHICH TIME SHE BECAME ELIGIBLE FOR PAYMENTS ON SEPARATION. OTHER REPORTABLE COMPENSATION FOR MS. HANNON INCLUDES SEVERANCE PAYMENTS OF $2,611,233 .AND PAYMENTS TOTALING $ 246,750 DESIGNED TO PROVIDE MS. HANNON WITH SUPPLEMENTAL RETIREMENT BENEFITS. 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) AND GENERAL COUNSEL 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: CLERK BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. 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. TRUSTEE, PRESIDENT, AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SHARED SERVICES, INC. TRUSTEE 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.
FORM 990, SCHEDULE J: ADDITIONAL COMPENSATION DISCLOSURESTRUSTEE, 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 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 ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrCapitalized 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$236,095,9882016
D$261,009,548$1,310,144$64,587,388Yes (1)Yes (1)Yes (1)Yes (1)$31,060,330$28,000,0002017$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 ACQUISITION000
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 ISSUED 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 ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
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)$129,550,3012015
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 (16 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUBSTANTIAL CONTRIBUTOR#20
SUBSTANTIAL CONTRIBUTOR$211,792CONSTRUCTION, FACILITIES SERVICES0
SUBSTANTIAL CONTRIBUTOR#21
SUBSTANTIAL CONTRIBUTOR$2,606,303SUPPLIES (IMPLANTS, SURGERIES, ETC.)0
SUBSTANTIAL CONTRIBUTOR#47
SUBSTANTIAL CONTRIBUTOR$842,209SUPPLIES0
SUBSTANTIAL CONTRIBUTOR#52
SUBSTANTIAL CONTRIBUTOR$644,000ANAESTHESIOLOGY SERVICES, VARIABLE COMP0
SUBSTANTIAL CONTRIBUTOR#72
SUBSTANTIAL CONTRIBUTOR$403,350CO-MANAGEMENT FEES, BUNDLE PAYMENTS, RESEARCH EXPENSE, OSP0
SUBSTANTIAL CONTRIBUTOR#74
SUBSTANTIAL CONTRIBUTOR$1,278,651SERVICES FOR FOOD & NUTRITION AND ENVIRONMENTAL SERVICES0
SUBSTANTIAL CONTRIBUTOR#76
SUBSTANTIAL CONTRIBUTOR$201,296CONSTRUCTION, FACILITIES SERVICES, TELECOMMUNICATION SERVICES0
SUBSTANTIAL CONTRIBUTOR#80
SUBSTANTIAL CONTRIBUTOR$523,415SHUTTLE SERVICES0
SUBSTANTIAL CONTRIBUTOR#83
SUBSTANTIAL CONTRIBUTOR$495,076LEGAL SERVICES0
SUBSTANTIAL CONTRIBUTOR#90
SUBSTANTIAL CONTRIBUTOR$2,457,383FACILITIES SERVICES0
SUBSTANTIAL CONTRIBUTOR#114
SUBSTANTIAL CONTRIBUTOR$326,187SUPPLIES, CONSTRUCTION0
SUBSTANTIAL CONTRIBUTOR#118
SUBSTANTIAL CONTRIBUTOR$820,804CONSTRUCTION0
SUBSTANTIAL CONTRIBUTOR#119
SUBSTANTIAL CONTRIBUTOR$461,443CONSTRUCTION, FACILITIES SERVICES0
SUBSTANTIAL CONTRIBUTOR#122
SUBSTANTIAL CONTRIBUTOR$421,302SUPPLIES, CONSTRUCTION0
SUBSTANTIAL CONTRIBUTOR#126
SUBSTANTIAL CONTRIBUTOR$567,630SUPPLIES0
SUBSTANTIAL CONTRIBUTOR#128
SUBSTANTIAL CONTRIBUTOR$302,802CONSTRUCTION0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L NARRATIVESFormAndLineReferenceDesc
ExplanationSCOTT TROMANHAUSER, MD, AND DAVID A. MATTINGLY, MD, SERVE ON THE BOARD OF NEW ENGLAND BAPTIST HOSPITAL (NEBH), AND DAVID A. MATTINGLY IS ON THE BOARD OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES. EACH IS ALSO A DIRECTOR AT ORTHAPAEDIC CLINICAL ASSOCIATES, INC. (OCA). DURING THE PERIOD COVERED BY THIS FILING, NEBH MADE PAYMENTS TO OCA IN THE AMOUNT OF $111,800 RELATED TO PATIENT CARE AND EDUCATIONAL SERVICES PROVIDED TO NEBH. NEBH PROVIDED PAYROLL SERVICES, OFFICE SPACE AND IT SUPPORT TO OCA AND RECEIVED PAYMENT IN THE AMOUNT OF $52,660 RELATED TO THESE SERVICES. EXPENSES PAID AND REVENUE RECEIVED FOR THE PROVISION OF SERVICES REFLECT FAIR MARKET VALUE.VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF NEBH MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO NEBH. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. NEBH MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, NEBH 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 NEBH CONFLICT OF INTEREST POLICY.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$1,116,033NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OR SELLING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (18 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I & IIINEW ENGLAND BAPTIST HOSPITAL WILL TRANSFORM PATIENTS' LIVES BY PROMOTING WELLNESS, RESTORING FUNCTION, LESSENING DISABILITY, ALLEVIATING PAIN, AND ADVANCING KNOWLEDGE IN MUSCULOSKELETAL DISEASES AND RELATED DISORDERS. ON MARCH 1, 2019, THE CAREGROUP HEALTH SYSTEM INCLUDING THE NEW ENGLAND BAPTIST HOSPITAL, BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS MILTON, BETH ISRAEL DEACONESS NEEDHAM AND BETH ISRAEL DEACONESS PLYMOUTH, MOUNT AUBURN HOSPITAL, 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, 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, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES.
FORM 990, PART III, LINE 4A-4DNEW ENGLAND BAPTIST HOSPITAL'S (NEBH OR HOSPITAL) PRIMARY PURPOSE IS THE OPERATION AND MAINTENANCE OF AN ACUTE CARE, ORTHOPEDIC SPECIALTY HOSPITAL AND PROVISION OF ALL SERVICES RELATED THERETO FOR THE BENEFIT OF PATIENTS. PATIENT CARE AND COMFORT IS THE HOSPITAL'S HIGHEST MISSION. THE HOSPITAL OPERATES AS AN ADULT MEDICAL / SURGICAL HOSPITAL WITH A NATIONAL REPUTATION IN ORTHOPEDIC CARE. PATIENTS ARE OFFERED A FULL RANGE OF SERVICES IN ORTHOPEDICS AND RHEUMATOLOGY, JOINT REPLACEMENT, SPINE CARE, FOOT AND ANKLE CARE, HAND SURGERY, OCCUPATIONAL MEDICINE AND SPORTS MEDICINE. THE HOSPITAL PROVIDES HIGH QUALITY CLINICAL SERVICES DIVIDED INTO CARE CENTERS: ORTHOPEDIC, MEDICAL, SURGICAL, DIAGNOSTICS AND SUPPORT SERVICES, REHABILITATION SERVICES AND PATIENT CARE. THROUGH THESE CARE CENTERS, NEBH PATIENTS RECEIVE NOT ONLY THE FINEST ORTHOPEDIC SERVICES, BUT ALSO DIAGNOSTIC, SURGICAL, MEDICAL AND REHABILITATIVE TREATMENT THAT'S BEYOND COMPARE. NEW ENGLAND BAPTIST HOSPITAL STRIVES TO PROVIDE THE MOST ADVANCED METHODS OF HEALTH CARE COMBINED WITH COMPASSIONATE, HIGHLY SKILLED AND WELL TRAINED PROVIDERS OF CARE. NEBH NURSES AND HEALTH CARE PROFESSIONALS PROVIDE A COMPREHENSIVE ARRAY OF PROGRAMS AND SERVICES THAT ARE FOCUSED ON PATIENTS AND MEETING THE NEBH COMMUNITY'S HEALTH CARE NEEDS. CARE TO ALL PATIENTS I. MEDICARE: MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS AND NEBH PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 36.5% OR 46,332 OF NEBH'S PATIENT VISITS WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO $72,841,632 IN NET PATIENT SERVICE REVENUE, HOWEVER, BECAUSE PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION, REVENUE COLLECTED WAS LESS THAN THE COST OF SERVICES BY $16,603,051. ALTHOUGH NEBH CONSIDERS THE PROVISION OF CLINICAL CARE TO MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, AS REQUIRED BY THE IRS REPORTING REQUIREMENTS, THE MAJORITY OF THIS SHORTFALL HAS NOT BEEN INCLUDED IN NEBH'S COMMUNITY BENEFIT CALCULATION ON PAGE 1 OF THE SCHEDULE H. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. IF NEBH HAD INCLUDED THE FULL MEDICARE SHORTFALL IN THE CHARITY CARE AND COMMUNITY BENEFIT CALCULATION, THE PERCENTAGE ON SCHEDULE H PART I LINE 7K WOULD HAVE INCREASED FROM 4.37% TO 11.75%. (SEE NARRATIVE SUPPORT TO SCHEDULE H FOR ADDITIONAL INFORMATION.) II. INPATIENT CARE: NEW ENGLAND BAPTIST HOSPITAL CARES FOR ITS PATIENTS IN ITS 118 LICENSED BEDS. DURING FISCAL YEAR 2019, NEBH ADMITTED 8,186 PATIENTS, INCLUDING: 8,088 SURGICAL ADMISSIONS AND 98 MEDICAL ADMISSIONS; TOTAL DISCHARGES WERE 8,146 PATIENTS; AND TOTAL PATIENT DAYS WERE 18,866. NET INPATIENT REVENUE, NOT INCLUDED IN PART I, FOR FISCAL YEAR 2019 WAS $110,316,117. III. COMMUNITY WALK-IN CLINIC/ AMBULATORY / EMERGENT CARE: ALTHOUGH NEBH IS NOT LICENSED TO OPERATE AN EMERGENCY DEPARTMENT, NEBH STILL PROVIDES CARE TO ALL WHO NEED URGENT CARE, REGARDLESS OF THEIR ABILITY TO PAY. ALL PATIENTS WHO PRESENT AT NEBH ARE TRIAGED TO THE APPROPRIATE VENUE FOR THEIR CARE DEPENDING UPON THEIR CLINICAL PRESENTATION. A PHYSICIAN AND NURSE CLINICAL TEAM COLLABORATES TO IDENTIFY VENUE PRIOR TO THE ARRIVAL OF PATIENT WHEN POSSIBLE. THE PHYSICIAN WILL MAKE A DETERMINATION AS TO THE BEST PATIENT DISPOSITION. CLINICAL SITUATIONS RECEIVED BY PHONE OR WALK-IN REQUIRING EMERGENCY MANAGEMENT ARE DIRECTED TO THE NEAREST EMERGENCY DEPARTMENT, SUCH AS BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), A RELATED AFFILIATE WITH WHOM NEBH HAS AN EMERGENCY TRANSFER AGREEMENT. BIDMC IS AN ACADEMIC MEDICAL CENTER WHICH OPERATES A LEVEL 1 TRAUMA EMERGENCY DEPARTMENT 24 HOURS A DAY, 7 DAYS A WEEK AND WHICH IS LOCATED APPROXIMATELY 1 MILE FROM NEBH. ALL PATIENTS WHO COME TO NEBH, AND WHO CAN BE ADEQUATELY TREATED AT NEBH, ARE TREATED AND NOT TRANSFERRED, REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR CARE. IV. COMMUNITY HEALTHCARE & EDUCATION AND OTHER PROGRAM SERVICES IN ADDITION TO PROVIDING MEDICAL CARE, NEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) IS ALSO COMMITTED TO THE MAINTENANCE AND SUPPORT OF EDUCATIONAL ACTIVITIES AND THE PROMOTION OF HEALTH AND HEALTHCARE WITHIN THE COMMUNITIES SERVED BY NEBH, AND BEYOND, AND TO THE QUALITY OF LIFE OF THOSE INDIVIDUALS. TO THIS END, NEBH ENGAGES IN MANY COMMUNITY BENEFIT ACTIVITIES AVAILABLE TO THE COMMUNITY AT LARGE, BUT ESPECIALLY FOCUSED ON THE NEIGHBORING AREA OF MISSION HILL, BOSTON, WHICH IS AN UNDERSERVED AREA. OUTPATIENT STATISTICS AND FINANCIAL RESULTS: NEBH'S OUTPATIENT CLINICS AND OTHER DEPARTMENTS HAD OVER 75,830 PATIENT VISITS DURING FISCAL YEAR 2019. THIS INCLUDES VISITS TO NEBH'S OCCUPATIONAL MEDICINE, SPINE CLINIC, PAIN CLINIC, AMBULATORY, RADIOLOGY, LAB, PHYSICAL THERAPY AND OTHER ANCILLARY DEPARTMENTS. NET OUTPATIENT REVENUE, NOT INCLUDED IN PART I, FOR FISCAL YEAR 2019 WAS $43,457,380. COMMUNITY BENEFITS MISSION STATEMENT APPROVED BY NEBH BOARD OF TRUSTEES, OCTOBER 2009 "NEW ENGLAND BAPTIST HOSPITAL IS COMMITTED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS ACROSS BOSTON TO IDENTIFY AREAS OF SPECIAL NEED IN MUSCULOSKELETAL DISEASE AND COLLABORATE ON PROGRAMS TO ADDRESS THESE NEEDS, WITH SPECIAL FOCUS ON UNDERSERVED POPULATIONS THROUGH OUTREACH, EDUCATION AND PROVISION OF SERVICES TO ADDRESS MUSCULOSKELETAL HEALTH." A SUMMARY OF THE HOSPITAL'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND ACCOMPLISHMENTS RELATED TO THE CHNA AND IMPLEMENTATION STRATEGY ARE INCLUDED IN DETAIL IN THE NOTES TO SCHEDULE H. A BRIEF LIST OF THE PROGRAM AND ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS BELOW. MUSCULOSKELETAL HEALTH: ARTHRITIS, LUPUS, AND OSTEOPOROSIS PROGRAMS OBESITY AND HUNGER PROGRAMS VIOLENCE PREVENTION COMMUNITY WORKFORCE DEVELOPMENT & JOB TRAINING TRANSPORTATION FOR THE ELDERLY AND COMMUNITY MISSION HILL / ROXBURY CLEAN NEIGHBORHOOD INITIATIVES FOR ADDITIONAL INFORMATION ON COMMUNITY BENEFITS PROVIDED SEE FORM 990 SCHEDULE H AND THE COMMUNITY BENEFITS REPORT WHICH WAS FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. RESEARCH NEW ENGLAND BAPTIST HOSPITAL HAS CONDUCTED AND SUPPORTED RESEARCH ACTIVITIES TO IMPROVE ITS METHODS AND ABILITIES TO CARE FOR PATIENTS. NEBH'S RESEARCH PROGRAM IS PRIMARILY SELF-FUNDED AND DURING THE PERIOD COVERED BY THIS FILING, NEBH'S RESEARCH ACTIVITIES TOTALED $1,238,242. OF THIS AMOUNT THE HOSPITAL RECEIVED $72,058 IN RESEARCH REVENUE AND THE REMAINING $1,166,184 WAS FUNDED FROM NEBH INTERNAL SOURCES. SEE SCHEDULE H AND RELATED NOTES FOR FURTHER EXPLANATIONS.
FORM 990, PART IV, LINE 12THE 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 7GNEW ENGLAND BAPTIST HOSPITAL DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
FORM 990, PART V, LINE 7HNEW ENGLAND BAPTIST HOSPITAL 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 24AAS 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 NEW ENGLAND BAPTIST HOSPITAL. DURING THIS SAME PERIOD NEW ENGLAND BAPTIST HOSPITAL WAS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH, INC. OBLIGATED GROUP AND ITS TAX EXEMPT BOND FINANCING WAS 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 NEW ENGLAND BAPTIST HOSPITAL'S BALANCE SHEET.
FORM 900, PART IV, LINE 24BPROCEEDS 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 2THE FOLLOWING NEW ENGLAND BAPTIST HOSPITAL OFFICERS, DIRECTOR/TRUSTEES, AND KEY EMPLOYEES HAVE BUSINESS RELATIONSHIPS: SCOTT TROMANHAUSER, MD AND DAVID A. MATTINGLY, MD HAVE A BUSINESS RELATIONSHIP. KEITH BARNETT AND ERVEN SAMSEL HAVE A FAMILY RELATIONSHIP IN ADDITION FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBC), AND ANNA JAQUES HOSPITAL. THE LAHEY CLINIC FOUNDATION IN TURN SERVES AS SOLE MEMBER TO LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL DBA LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). ADDITIONAL ENTITIES LISTED HERE MAY ALSO IN TURN SERVE AS MEMBER TO OTHER NETWORK AFFILIATES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J.
FORM 990, PART VI, SECTION A, LINE 4NEW ENGLAND BAPTIST HOSPITAL 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 NEW ENGLAND BAPTIST HOSPITAL. 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 NEW ENGLAND BAPTIST HOSPITAL. CAREGROUP, WHICH MERGED INTO BIDMC, EFFECTIVE MARCH 1, 2019, PREVIOUSLY SERVED AS SOLE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBER HAS THE EXCLUSIVE AUTHORITY TO (A) APPOINT AND REAPPOINT TRUSTEES, (B) FILL ANY VACANCIES IN THE OFFICES OF TRUSTEES, AND (C) ACTING BY VOTE OF NOT LESS THAN THREE QUARTERS (3/4) OF THE MEMBER'S TRUSTEES THEN IN OFFICE, REMOVE, WITH OR WITHOUT CAUSE, A TRUSTEE.
FORM 990, PART VI, SECTION A, LINE 7BTHE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN NEW ENGLAND BAPTIST HOSPITAL'S BY-LAWS: 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 MEMBER BECOMES THE SOLE CORPORATE MEMBER OF THE CORPORATION, THE 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 MEMBER'S BOARD OF TRUSTEES (THE "MEMBER'S BOARD"). THE MEMBER MAY NOT CAUSE THE CORPORATION TO CEASE OPERATING A SEPARATELY LICENSED HOSPITAL FACILITY, OR CLOSE ANY ESSENTIAL SERVICE OF SUCH HOSPITAL FACILITY, WITHOUT CONSULTING WITH THE BOARD PRIOR TO TAKING SUCH ACTION. 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 AS NOTED ABOVE. 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 AS NOTED 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 NEW ENGLAND BAPTIST HOSPITAL. THIS FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF NEW ENGLAND BAPTIST HOSPITAL, THE TAX DIRECTOR OF BILH AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE NEW ENGLAND BAPTIST HOSPITAL BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CNEW ENGLAND BAPTIST HOSPITAL (NEBH OR HOSPITAL) HAS A COMPREHENSIVE DISCLOSURE OF MATERIAL INTERESTS / CONFLICTS OF INTEREST POLICY APPLICABLE TO BOTH NEBH AND ITS AFFILIATE, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA). AS NOTED IN THIS FILING, NEBH IS THE SOLE MEMBER OF NEBMA. PURSUANT TO THE POLICY, ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES OF BOTH ENTITIES ARE ASKED TO COMPLETE AN ANNUAL CONFLICT DISCLOSURE, WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIP MAINTAINED BY OFFICERS, TRUSTEES, OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS, WHICH MAY RESULT IN A CONFLICT OF INTEREST. IN ADDITION, ANY INDIVIDUAL WHO COMMENCES A TERM AS AN OFFICER, TRUSTEE, OR KEY EMPLOYEE IS REQUIRED TO COMPLETE THE ANNUAL CONFLICT DISCLOSURE AT THE TIME SUCH POSITION COMMENCES. ALL ANNUAL DISCLOSURES ARE REVIEWED BY THE NEBH CHIEF COMPLIANCE & PRIVACY OFFICER FOR DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE DISCLOSURE OF MATERIAL INTEREST POLICY IS SUBJECT TO ONGOING REVIEW AND ACTION THROUGH THE NEBH COMPLIANCE OFFICE. PURSUANT TO THE DISCLOSURE OF MATERIAL INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A PLAN TO REQUIRE DISCLOSURE AND RECUSAL, INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES. THE HOSPITAL CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS DISCLOSURE OF MATERIAL INTEREST POLICY. AS NOTED THROUGHOUT THIS FORM 990, ON MARCH 1, 2019 NEBH AND NEBMA AS WELL AS THE OTHER AFFILIATES IN THE CAREGROUP SYSTEM, THE AFFILIATES IN THE LAHEY SYSTEM AND THE SEACOAST SYSTEM CAME TOGETHER TO FORM BETH ISRAEL LAHEY HEALTH (BILH). PRIOR TO MARCH 1, 2019 NEBH AND NEBMA MONITORED THE CONFLICTS PROCESS THROUGH ITS AUDIT, INTEGRITY AND ORGANIZATIONAL ETHICS COMMITTEE (AIOE), A SUBCOMMITTEE OF THE BOARD OF TRUSTEES, AUTHORIZED BY THE HOSPITAL'S BY-LAWS AND COMPRISED BY INDEPENDENT TRUSTEES. THE COMMITTEE'S PURPOSE WAS, AMONG OTHER THINGS, TO OVERSEE THE DESIGN AND IMPLEMENTATION OF THE HOSPITAL'S COMPLIANCE PROGRAM AND THE STEPS BEING TAKEN TO ENSURE AN EFFECTIVE COMPLIANCE PROGRAM IS IN PLACE, TO ENSURE THAT THERE IS ONGOING COMPLIANCE WITH RELEVANT LAWS AND REGULATIONS AND TO ENSURE THAT PROCESSES AND PROGRAMS PURSUE THE HIGHEST ETHICAL STANDARDS IN THE CONDUCT OF THE HOSPITAL'S MISSION. AFTER MARCH 1, 2019, NEBH AND NEBMA HAVE WORKED WITH THEIR INTERNAL COMPLIANCE STAFF AS WELL AS THE BILH OFFICE OF COMPLIANCE TO ENSURE CONTINUED MONITORING OF THE CONFLICTS PROCESS. IN ADDITION, AS PART OF THE BILH TAX RETURN PREPARATION PROCESS, THE BILH TAX DEPARTMENT ISSUED A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE NEBH AND NEBMA BOARDS OF TRUSTEES AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS WAS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR NEBH AND NEBMA 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, NEW ENGLAND BAPTIST HOSPITAL AND NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBH AND NEBMA RESPECTIVELY) BECAME MEMBERS OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES WITH BILH SERVING AS NEBH'S SOLE MEMBER AND NEBH CONTINUING TO SERVE AS NEBMA'S SOLE MEMBER EFFECTIVE MARCH 1, 2019. PRIOR TO MARCH 1, 2019 NEBH HAD AN EXECUTIVE COMMITTEE THAT ALSO FUNCTIONED AS THE HOSPITAL'S COMPENSATION COMMITTEE. IT WAS COMPOSED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL MEMBERS ARE INDEPENDENT. THE EXECUTIVE COMMITTEE RETAINED A NATIONALLY RECOGNIZED COMPENSATION CONSULTANT TO PROVIDE AN INDEPENDENT ASSESSMENT OF MARKET DYNAMICS, PROGRAM COMPONENTS AND PROCESS, FAIR MARKET VALUE OF EXECUTIVE POSITIONS, COMPENSATION POLICY AND PRACTICES AND ADVISING THE COMMITTEE AS TO REASONABLENESS OF EXECUTIVE COMPENSATION. THE EXECUTIVE COMPENSATION GOVERNANCE DUTIES INCLUDED: ANNUAL REVIEW OF PROGRAM, GOALS AND METRICS. AN ANNUAL CALENDAR WITH MEETINGS, OBJECTIVES AND KEY DECISION POINTS IS SCHEDULED. ACTIVITIES SUCH AS: IRS FORM 990 REVIEW, COMMITTEE UPDATES ON MARKET TRENDS, PERFORMANCE ASSESSMENT OF CEO AND REASONABLENESS OF CEO COMPENSATION IS PUBLISHED. A REVIEW OF PERFORMANCE RESULTS IN THE VARIABLE COMPENSATION PROGRAM WITH VALIDATION BY CHAIRMAN OF AUDIT COMMITTEE IS PERFORMED. A WELL-DEFINED PROCESS FOR SETTING SALARY, DETERMINING VARIABLE COMPENSATION DECISIONS AND THE PERFORMANCE OF THE CEO IS CONDUCTED. BOARD BRIEFINGS AND COMMITTEE MEMBER EDUCATION ON EXECUTIVE COMPENSATION IS PERFORMED BY THE BOARD CHAIR. THE NEBH CEO PARTICIPATED IN DISCUSSION ON PERFORMANCE AND IN DISCUSSION REGARDING MARKET CONTEXT FOR COMPENSATION, BUT DOES NOT PARTICIPATE IN SETTING CEO COMPENSATION IN ANY MANNER, SHAPE OR FORM. 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 NEBH OFFICERS, TRUSTEES AND KEY EMPLOYEES WAS SET BY THE NEBH EXECUTIVE/COMPENSATION COMMITTEE PRIOR TO THE CREATION OF BILH USING THE PROCESS OUTLINED ABOVE.
FORM 990, PART VI, SECTION C, LINE 19NEW ENGLAND BAPTIST HOSPITAL'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:TRANSFER IN/OUT FROM AFFILIATES -3,181,935. NET ASSETS RELEASED FROM RESTRICTIONS FOR OPERATIONS 0. PENSION -2,490,637. NET ASSETS RELEASED FROM RESTRICTIONS FOR CAPITAL 0.
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
812 HUNTINGTON AVENUE LLC
125 PARKER HILL AVEBOSTONMA02120542195262SUPPORT NEBHMA$0$0NEW ENGLAND BAPTIST HOSPITAL
NEW ENGLAND BAPTIST CLINICAL INTEGRATION ORGANIZATION LLC
125 PARKER HILL AVEBOSTONMA02120465597247MEDICAL SERVICESMA$541,000-$839,000NEW ENGLAND BAPTIST HOSPITAL

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/CityNmCountryForeignAddress/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 WESTTORONTOCACA
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 CLINIC INC
41 MALL ROADBURLINGTONMA018050001042704683HEALTHCAREMA501(C)(3)10LAHEY 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 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 NURSE
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 PRACTICES 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 StateLegalDomicileStateCdPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctDirect Controlling NADirectControllingNACdUBI Code VUBICodeVAmt
BIDCO PHYSICIAN LLC
ONE UNIVERSITY AVE NORTH ENTRANCEWESTWOODMA02090461589743COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAEXCLUDED$53,755$396,235000.03000
BIDCO HOSPITAL LLC
247 STATION DRIVE NORTHWEST 1WESTWOODMA02090461643790COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAEXCLUDED-$291,242$48,555000.03000
CAREGROUP CLINICAL RESEARCH LLC
109 BROOKLINE AVENUEBOSTONMA02215300228711TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIPMAN/A
CAREGROUP INVESTMENT PARTNERSHIP LLP
109 BROOKLINE AVENUEBOSTONMA02215043278109INVESTMENT PARTNERSHIPMAEXCLUDED$1,753,336$36,653,878000.03890-$87,407
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 RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
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 OrgYes (1)RentalOfFacilitiesToOthOrgInd
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 Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BETH ISRAEL LAHEY HEALTH INC
L$1,117,935FMV
BETH ISRAEL DEACONESS MEDICAL CENTER
P$968,304FMV
NORTHEAST HOSPITAL CORPORATION
R$111,659FMV
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
P$607,464FMV
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
A$196,360FMV

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 NEW ENGLAND BAPTIST HOSPITAL'S FORM 990, SCHEDULE R FOR THE CURRENT TAX YEAR.ExplanationTxt