2018-08-15T10:12:10-05:00 2017-09-30 BDO USA LLP ONE INTERNATIONAL PLACE BOSTON MA 02110 990 2016-10-01 042104434 WINCHESTER HOSPITAL % MATTHEW J WOODSVP FINANCE WINC 7817562135 41 HIGHLAND AVENUE WINCHESTER MA 018900000 TIMOTHY O'CONNOR EVP/CFO/TREASURER 7817562135 2018-08-09 true JEFFREY ROGERS P01074284 6174220700 2016 2022-09-23 18:48:47Z HOWARD GRANT JD MD 41 MALL ROAD BURLINGTON MA 01805 294444057 false X www.winchesterhospital.org X 1906 MA SEE SCHEDULE O 26 19 2828 815 6479198 258773 672395 270600973 263220712 21829664 20877928 9097966 8752426 301787376 293523461 0 0 0 0 146181012 147529711 0 0 0 126232292 130927343 272413304 278457054 29374072 15066407 434583520 444751325 167222093 163216285 267361427 281535040 X TO CARE. TO HEAL. TO EXCEL. IN SERVICE TO OUR COMMUNITY. false false 14440910 14938018 *OBSTETRICS SERVICES* WINCHESTER HOSPITAL IS PROUD TO HAVE BEEN INVOLVED IN THE BEGINNING OF MANY NEW LIVES. RECOGNIZED AS ONE OF THE AREA'S MOST PROMINENT OBSTETRIC HOSPITALS, WINCHESTER HOSPITAL HAS over 2,000 BABIES BORN PER YEAR AT OUR MOTHER BABY UNIT. THE HOSPITAL ALSO OFFERS A SPECIAL CARE NURSERY FOR NEWBORNS IN NEED OF THE CLINICAL INTERVENTION OF A LEVEL IIB NURSERY. 16175639 14645344 *ORTHOPEDICS SERVICES* WINCHESTER HOSPITAL PROVIDES HIGH QUALITY ORTHOPEDIC CARE IN COLLABORATION WITH WELL-TRAINED, BOARD-CERTIFIED ORTHOPEDIC SURGEONS. WE UTILIZE STATE-OF-THE-ART TECHNIQUES AND OFFER A FULL RANGE OF TREATMENTS FOR MANY DIFFERENT CONDITIONS - FROM SPORTS AND WORK-RELATED INJURIES TO MUSCULOSKELETAL DISORDERS TO JOINT DISEASES. 14728781 15563011 *general medicine* WINCHESTER HOSPITAL SERVES THE HEALTH CARE NEEDS OF NORTHWEST SUBURBAN BOSTON, INCLUDING ANDOVER, ARLINGTON, BILLERICA, BURLINGTON, MALDEN, MEDFORD, MELROSE, METHUEN, NORTH ANDOVER, NORTH READING, READING, STONEHAM, TEWKSBURY, WAKEFIELD, WINCHESTER, WILMINGTON, AND WOBURN, AS WELL AS SEVERAL OTHER SURROUNDING COMMUNITIES 184103357 218074339 229448687 true true false false false false false false false true true true false true true true false true false false false false false false false false true true false false true true false false false false false false false true false false true false false false false true true false false false true 220 0 true 2828 true true true false false false false false false false false false X 26 19 true false false false false false false true false false false true true true true true false true true true true MA X X MATTHEW J WOODSVP FINANCE 7817449536 41 HIGHLAND AVENUE WINCHESTER MA 01890 X JONATHAN ADLER MD TRUSTEE/Physician 1.0 0.0 X 0 18755 0 JAMES CONWAY TRUSTEE 1.0 0.0 X 0 0 0 JAMES FICOCIELLO DDS TRUSTEE 1.0 0.0 X 0 0 0 ROBERT FORTUNATO MD TRUSTEE 1.0 0.0 X 0 0 0 ERIC HAYDEN TRUSTEE 1.0 0.0 X 0 0 0 JANICE HOUGHTON TRUSTEE 1.0 0.0 X 0 0 0 HOWARD R GRANT JD MD Trustee/Officer/President/CEO 1.0 50.0 X X 0 1089242 279685 ARTHUR LITTLE MD TRUSTEE 1.0 0.0 X 0 0 0 JOHN MARTINI TRUSTEE 1.0 0.0 X 0 0 0 DeBORAH MCDONOUGH TRUSTEE 1.0 2.0 X 0 0 0 RICHARD OCKERBLOOM TRUSTEE 1.0 0.0 X 0 0 0 PETER ROTOLO MD TRUSTEE 1.0 0.0 X 0 0 0 richard sayre TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH TARBY iii JD TRUSTEE/OFFICER/asst. clerk 1.0 0.0 X X 0 0 0 JOSEPH TAYLOR MD TRUSTEE 1.0 0.0 X 0 0 0 JANE WALSH Trustee/OFFICER/Vice Chair 2.0 0.0 X X 0 0 0 JAMES YOUNG TRUSTEE THROUGH 01/31/2017 1.0 0.0 X 0 0 0 MARLENE WILLIAMSON TRUSTEE/ACNO NURSING 40.0 1.0 X 174318 0 8455 Dennis Begos MD TRUSTEE 1.0 0.0 X 0 0 0 paul andrews TRUSTEE/officer/Chair 2.0 0.0 X X 0 0 0 Cynthia DeRosa Trustee 1.0 0.0 X 0 0 0 Debra Govostes Ciarcia TRUSTEE 1.0 0.0 X 0 0 0 DALE LODGE OFFICER/CEO 40.0 1.0 X 616671 0 34063 TIMOTHY O'CONNOR Officer/EVP/CFO & Treasurer 1.0 50.0 X 0 619326 185344 DAVID G SPACKMAN JD Officer/SVP GOV AFFAIR + GEN 1.0 50.0 X 0 429989 52159 MATTHEW WOODS officer/VP Fin./ASt. TREASURER 40.0 1.0 X 378843 0 39902 KATHY ANN SCHULER V.P. - PATIENT CARE 40.0 0.0 X 317596 0 32789 William Robertson VP & Chief Facilities Officer 1.0 40.0 X 0 324660 54298 ELIZABETH P CONRAD SVP, CHIEF HR OFFICER 1.0 40.0 X 0 363901 57601 David W Reis SVP Chief Info Officer 1.0 40.0 X 0 318706 21834 RIchard J Iseke MD V.P. - Medical Affairs 40.0 0.0 X 444652 0 16696 ANNe LANG TALBOT HUMAN RESOURCES - SPECIALIST 40.0 0.0 X 336595 0 3950 Mary Elizabeth Canning Vice President through 5/31/16 40.0 0.0 X 268653 0 13952 RICHARD WEINER MD VICE PRESIDENT/PHYSICIAN 40.0 0.0 X 299299 0 41391 NANCY SACHETTI director of highland health ip 40.0 0.0 X 225281 0 37452 KEVIN SMITH FORMER CEO 0.0 0.0 X 268426 0 0 3330334 3164579 879571 233 true true false STRATA PATHOLOGY INC 1 CRANBERRY HILL SUITE 303 LEXINGTON MA 02421 LABORATORY SERVICES 468664 NEW ENGLAND INPATIENT SPECIALISTS 136 LACONIA STREET LEXINGTON MA 02420 HOSPITALISTS 860370 SODEXO INC AFFILIATES PO BOX 905374 CHARLOTTE NC 28290 FOOD SERVICE 415286 MCKESSON INFORMATION SOLUTIONS 5995 WINWARD PARKWAY ALPHARETTA GA 30005 HEALTH INFORMATICS 413111 NAVIN HAFFTY ASSOCIATES 200 CORDWAINER DR SUITE 100 NORWELL MA 02061 AGENCY 400714 25 672395 190000 672395 NET PATIENT SERVICE REVENUE 900009 256777859 256777859 OTHER PROGRAM REVENUE 900009 6442853 6442853 263220712 2417068 2417068 0 0 0 0 0 19381456 920596 18460860 18460860 18460860 0 0 0 0 0 0 0 0 0 LABORATORY REVENUE 621500 4663849 4663849 CAFETERIA 900099 857600 857600 PEDIATRIC REVENUE 621990 895475 895475 2335502 919874 1415628 8752426 293523461 263220712 6479198 23151156 0 0 0 0 1477803 1477803 0 113331049 105100498 8230551 3093978 2434342 659636 21181071 16665267 4515804 8445810 6645163 1800647 194457 194457 1528 1528 236988 236988 0 0 0 27453620 22269850 5183770 468507 352231 116276 732154 576059 156095 0 0 5023539 3952520 1071019 237227 186650 50577 0 0 4568152 2472741 2095411 0 16580870 8975225 7605645 797540 514413 283127 SUPPLIES 46188478 45794814 393664 UTILITIES 5216524 4104361 1112163 HEALTH SAFETY NET ASSESSMENT 5376625 5376625 OTHER NON-OPERATING 591910 487734 104176 17259224 7439016 9820208 278457054 229448687 49008367 0 37339666 41480031 0 0 0 0 30000721 26994112 0 0 0 0 11572118 7746046 3051946 3054557 2934912 2832670 182444679 52721258 131208657 129723421 0 0 165709699 179023253 0 0 0 0 52765801 53897235 434583520 444751325 41100424 41845741 0 0 0 0 98780491 95337242 0 0 3835 0 0 0 0 0 27337343 26033302 167222093 163216285 X 244333389 257011878 16904100 17192102 6123938 7331060 267361427 281535040 434583520 444751325 X 15066407 -7653710 -346985 7107901 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21823910 3100969 24924879 22475805 -651895 21823910 23661535 -1185730 22475805 20837955 2823580 23661535 19506178 1331777 20837955 0.68000 0.32000 16524129 16524129 86404008 16700652 69703356 11419440 4380414 7039026 58287457 30493958 27793499 9809646 1146235 8663411 129723421 HELD BY TRUSTEE 1318923 F INVESTMENTS, OTHER 457B 1061462 F AWUL TEMP RESTR INVESTMENTS 16173503 F AWUL PERM RESTR INVESTMENTS 1790975 F TRUST - PERM RESTR IRREV TRUST 4317909 F LT INVESTMENTS - OTHER 154360481 F 179023253 NOTE RECEIVABLE INTERNATIONAL 2500000 RESERVE- NOTE RECEIVABLE -2500000 SPLIT DOLLAR LIFE EQUITY 4462316 INVESTMENT IN CAPTIVE INSURANC 894158 INVESTMENT IN JP-SHIELDS-ONC 3437000 INVESTMENT IN JP-SHIELDS-MRI 7335000 INVESTMENT IN YANKEE ALLIANCE 3590783 NOTE RECEIVABLE - RHC PHYS 145552 CERTIFICATE OF NEED - VALUATIO 7000000 CLINICAL RELATIONSHIP - BCH - 1282226 TRADE NAME - VALUATION 5700000 PROFESSIONAL INSURANCE RECEIVA 10754189 LEASEHOLDS VALUATION 1791628 INTEREST IN FOUND NET ASSETS 3724383 INDEPENDENT PHYSICIAN NETWRK 3780000 53897235 0 CURRENT PORTION LONG TERM DEBT 3273349 ESTIMATED SETTLEMENT AMOUNTS D 8512466 ACCRUED POSTRETIREMENT BENEFIT 109944 OTHER LONG TERM LIABILITIES 5069052 PROFESSIONAL LIABILITY RESERVE 9068491 26033302 PART X, LINE 2 WINCHESTER HOSPITAL HAS EVALUATED ITS TAX POSITIONS AND BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS. true true X true X true X true true true false true true 2930812 0 2930812 0.01080 12403636 10294582 2109054 0.00780 17602501 10761469 6841032 0.02530 32936949 21056051 11880898 0.04390 4481575 1684567 2797008 0.01030 88274 0 88274 0.00030 3900085 706940 3193145 0.01180 33060 13200 19860 8502994 2404707 6098287 0.02240 41439943 23460758 17979185 0.06630 true 3729510 74590 54465525 69032691 -14567166 true true NOT APPLICABLE NOT APPLICABLE 1 1 WINCHESTER HOSPITAL 41 HIGHLAND AVENUE WINCHESTER MA 01890 WWW.WINCHESTERHOSPITAL.ORG X ACUTE CARE FACILITY WINCHESTER HOSPITAL 1 false false true X X X X X X X X X X 16 true true true true X www.winchesterhospital.org X true 14 true www.winchesterhospital.org false false true X 200. 400. X true true X X X X true X www.winchesterhospital.org X www.winchesterhospital.org X www.winchesterhospital.org X X X true false true false false Part V, Section B, Line 5, 6A, 6B In FY16, Winchester Hospital completed a Community Health Needs Assessment in conjunction with the three other hospitals in the Lahey Health System: 1.) Lahey Hospital & Medical Center, Burlington 2.) Northeast Health System - Beverly Hospital, Beverly & Addison Gilbert Hospital, Gloucester The purpose of the CHNA is to inform and guide the hospitals selection of and commitment to programs and initiatives that address the health needs of the communities it serves. The assessment was conducted in partnership with John Snow Inc., public health consulting and research organization. PART V, SECTION B, LINE 16I MEASURES TO PUBLICIZE FINANCIAL ASSISTANCE POLICY, PART V, SEC. B, LINE 14G WINCHESTER HOSPITAL PUBLICIZED ITS FINANCIAL ASSISTANCE POLICY IN BROCHURES AND PAMPHLETS. PART V, SECTION B, LINE 22D AMOUNTS BILLED TO INDIVIDUALS WITH NO INSURANCE, PART V, SEC. B, LINE 20D THE HOSPITAL BILLS PATIENTS WITH NO INSURANCE AND THEY SUBSEQUENTLY APPLY FOR FINANCIAL ASSISTANCE. 22 WINCHESTER HOSPITAL 1021 MAIN STREET WINCHESTER MA 01890 ADMIN OFFICES, BILLING, DOCTOR OFFICES WINCHESTER HOSPITAL 200 UNICORN PARK WOBURN MA 01801 COMMUNITY HEALTH, MRI, BREAST CANCER CENTER WINCHESTER HOSPITAL 620 WASHINGTON STREET WINCHESTER MA 01890 RADIOLOGY/ONCOLOGY SERVICES FACILITY WINCHESTER HOSPITAL - BALDWIN PARK I 12 ALFRED STREET WOBURN MA 01801 COMMUNITY HEALTH INST., SLEEP CARE & ADMIN OFFICES WINCHESTER HOSPITAL - BALDWIN PARK II 12 ALFRED STREET WOBURN MA 01801 BREAST CARE, IMAGING HEMOTOLOGY/ONCOLOGY LAB, PHARMACY, CHIRO FAMILY MEDICAL SERVICES 500 SALEM STREET WILMINGTON MA 01887 AUDIOLOGY, OB/GYN, CARDIO-PUL, LAB, PT, URGENT CARE, PEDI WINCHESTER HOSPITAL 262/264 W CUMMINGS PARK WOBURN MA 01801 LAB & HOME CARE SERVICE WINCHESTER HOSPITAL RUSSELL HILL BUILDING 955 MAIN STRE WINCHESTER MA 01890 LAB, RADIOLOGY & PHYSICAL THERAPY WINCHESTER HOSPITAL 150 PRUDENTIAL WAY WOBURN MA 01801 MRI SERVICE READING HEALTH CENTER 20 POND MEADOW DRIVE READING MA 01867 LAB PATIENT SPECIMEN COLLECTION & SERV CT 3 WOODLAND ROAD STONEHAM MA 02180 LAB MONTVALE DIAGNOSTIC CENTER 88 MONTVALE AVENUE STONEHAM MA 02180 LAB WINCHESTER HOSPITAL 790 BOSTON POST ROAD BILLERICA MA 01821 LAB WINCHESTER HOSPITAL 100 BYPASS ROAD NORTH ANDOVER MA 01845 LAB WINCHESTER HOSPITAL 101 CAMBRIDGE STREET BURLINGTON MA 01803 LAB WINCHESTER HOSPITAL 11 SHORE ROAD WINCHESTER MA 01890 LAB WINCHESTER HOSPITAL 75 RIVERSIDE AVENUE MEDFORD MA 02155 LAB, WEIGHT MGMT, WOUND CARE CENTER WINCHESTER HOSPITAL 10P COMMERCE WAY WOBURN MA 01801 ENDOSCOPY CENTER WINCHESTER HOSPITAL 21 MAIN STREET NORTH READING MA 01864 DIAGNOSTIC CENTER PAIN MANAGEMENT CENTER 444 WASHINGTON STREET WOBURN MA 01801 PAIN CLINIC CENTER CHOATE MEDICAL CENTER 23 WARREN AVENUE WOBURN MA 01801 PHYSICAL THERAPY WINCHESTER HOSPITAL 95 MAPLE STREET STONEHAM MA 02180 STOREROOM/WAREHOUSE PART I, LINE 7 Winchester Healthcare Management, Inc. Affiliates used their own cost accounting system to derive the number set forth in part I, line 7 instead of the charge to cost ratio option. PART I, LINE 7 COL (F) Bad debt expense of $7,270,000 was subtracted from total expenses reporting in form 990, part IX in calculating the percentage in part 1, line 7 column (F). PART III, LINE 2 WINCHESTER HEALTHCARE AND AFFILIATES GRANT CREDIT WITHOUT COLLATERAL TO PATIENTS, MOST OF WHOM ARE LOCAL RESIDENTS AND ARE INSURED UNDER THIRD PARTY ARRANGEMENTS. ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR CATEGORIES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR CATEGORIES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. THROUGHOUT THE YEAR, THE HOSPITAL, AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED, WILL WRITE OFF THE DIFFERENCE BETWEEN THE STANDARD RATES AND THE AMOUNTS ACTUALLY COLLECTED AGAINST THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. IN ADDITION TO THE REVIEW OF THE CATEGORIES OF REVENUE, MANAGEMENT MONITORS THe WRITE OFFS AGAINST ESTABLISHED ALLOWANCES AS OF A POINT IN TIME TO DETERMINE THE APPROPRIATENESS OF THE UNDERLYING ASSUMPTIONS USED IN ESTIMATING THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS APPROXIMATES 12.3% FOR THE YEAR ENDED SEPTEMBER 30, 2017 and 12.6% FOR THE YEAR ENDED SEPTEMBER 30, 2016. WINCHESTER HEALTHCARE MANAGEMENT, INC. AND AFFILIATES UTILIZED WORKSHEET A: ESTIMATED BAD DEBT EXPENSE (AT COST) TO DETERMINE THE AMOUNT FOR SCHEDULE H, PART III, LINE 2. WINCHESTER HEALTHCARE MANAGEMENT INC. AND AFFILIATES USED NET FREE CARE PROVIDED AS A PERCENTAGE OF NET PATIENT SERVICE REVENUE TO REASONABLY ESTIMATE THE AMOUNT IN BAD DEBT THAT COULD BE ATTRIBUTABLE TO PATIENTS WHO LIKELY WOULD QUALIFY FOR FINANCIAL ASSISTANCE UNDER OUR CHARITY CARE POLICY HAD SUFFICIENT INFORMATION BEEN SUBMITTED IN ORDER TO DETERMINE ELIGIBILITY. PART III, LINE 3 THE METHODOLOGY USED TO CALCULATE BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS UNDER THE FINANCIAL ASSISTANCE POLICY SCHEDULE H, PART III, LINE 3 IS AS FOLLOWS:USED HEALTH SAFETY NET AS A PERCENTAGE OF NET PATIENT SERVICE REVENUE FROM THE DIVISION OF HEALTH CARE FINANCE AND POLICY 403 COST REPORT SCHEDULE VA.HEALTH SAFETY NET NET REVENUE (SCHEDULE VA LINE 52.01 COLUMN 14) OF $5,377,000, PER FY 2017 AUDITED FINANCIAL STATEMENTS, DIVIDED BY TOTAL NET PATIENT SERVICE REVENUE (SCHEDULE VA LINE 52.01 COLUMN 2) OF $261,442,000, PER AUDITED FINANCIAL STATEMENTS. THIS YIELDED A 2.0% THAT WAS MULTIPLIED BY THE BAD DEBT EXPENSE AT COST OF $3,729,510 RESULTING IN THE $74,590 APPLICABLE TO PATIENTS THAT WOULD HAVE QUALIFIED UNDER THE FINANCIAL ASSISTANCE POLICY. PART III, LINE 4 WINCHESTER HOSPITAL GRANTS CREDIT WITHOUT COLLATERAL TO PATIENTS, MOST OF WHOM ARE LOCAL RESIDENTS AND ARE INSURED UNDER THIRD-PARTY ARRANGEMENTS. WINCHESTER HOSPITAL RECOGNIZES PATIENT SERVICE REVENUE ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY PAYOR COVERAGE ON THE BASIS OF CONTRACTUAL RATES FOR THE SERVICES RENDERED. FOR UNINSURED PATIENTS THAT DO NOT QUALIFY FOR CHARITABLE CARE, REVENUE IS RECOGNIZED ON THE BASIS OF ITS STANDARD RATES (SUBJECT TO DISCOUNTS) FOR SERVICES PROVIDED. ON THE BASIS OF HISTORICAL EXPERIENCE, A SIGNIFICANT PORTION OF THE WINCHESTER HOSPITAL'S UNINSURED PATIENTS ARE UNABLE OR FAIL TO PAY FOR THE SERVICES PROVIDED. CONSEQUENTLY, A PROVISION FOR BAD DEBTS IS RECORDED RELATED TO UNINSURED PATIENTS IN THE PERIOD THE SERVICES ARE PROVIDED. PART III, LINE 8 ALL MEDICARE COSTS ARE ALLOCATED BY COST CENTER IN ACCORDANCE WITH MEDICARE REGULATIONS. THIS IS A SIGNIFICANT BENEFIT TO THE COMMUNITY SINCE REIMBURSEMENT FROM THE FEDERAL GOVERNMENT'S MEDICARE PROGRAM IS LESS THAN THE ACTUAL COST FOR THE HEALTHCARE SERVICES PROVIDED TO THE INDIVIDUALS RECEIVING IT. PART III, LINE 9B THE HOSPITAL HAS A FIDUCIARY DUTY TO SEEK REIMBURSEMENT FOR SERVICES IT HAS PROVIDED FROM INDIVIDUALS WHO ARE ABLE TO PAY, FROM THIRD-PARTY INSURERS WHO COVER THE COST OF CARE, AND FROM OTHER PROGRAMS OF ASSISTANCE FOR WHICH THE PATIENT IS ELIGIBLE. TO DETERMINE WHETHER A PATIENT IS ABLE TO PAY FOR THE SERVICES PROVIDED AS WELL AS TO ASSIST THE PATIENT IN FINDING ALTERNATIVE COVERAGE OPTIONS IF THEY ARE UNINSURED OR UNDERINSURED, THE HOSPITAL FOLLOWS THE FOLLOWING CRITERIA RELATED TO BILLING AND COLLECTIOns FROM PATIENTS. tHE HOSPITAL MAKES THE SAME REASONABLE EFFORTS AND FOLLOWS THE SAME REASONABLE PROCESS FOR COLLECTING ON BILLS OWED BY AN UNINSURED PATIENT AS IT DOES FOR ALL OTHER PATIENTS. THE HOSPITAL WILL FIRST SHOW THAT IT HAS A CURRENT UNPAID BALANCE THAT IS RELATED TO SERVICES PROVIDED TO THE PATIENT AND NOT COVERED BY A PRIVATE INSURER OR A FINANCIAL ASSISTANCE PROGRAM. THE HOSPITAL FOLLOWS REASONABLE COLLECTION/BILLING PROCEDURES, WHICH INCLUDE MULTIPLE PROGRESSIVE BILLING NOTICES THAT CONTAIN INFORMATION ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS, DOCUMENTATION OF CONTINUOUS BILLING EFFORTS, CHECKING THE MASSACHUSETTS ELIGIBILITY VERIFICATION SYSTEM TO ENSURE THE PATIENT IS NOT A LOW INCOME PATIENT, AND OUTSIDE COLLECTION AGENCIES. PART VI, LINE 2, 4, 5 Purpose and Approach In FY16, Winchester Hospital completed a Community Health Needs Assessment in conjunction with the three other hospitals in the Lahey Health System: 1.) Lahey Hospital & Medical Center, Burlington 2.) Northeast Health System - Beverly Hospital, Beverly & Addison Gilbert Hospital, Gloucester The purpose of the CHNA is to inform and guide the hospitals selection of and commitment to programs and initiatives that address the health needs of the communities it serves. The assessment was conducted in partnership with John Snow Inc., public health consulting and research organization. Winchester Hospital Community Benefits Service Area: WHs community benefits investments are focused on expanding access, addressing barriers to care and improving the health status of residents living in nine cities and towns including Medford, North Reading, Reading, Stoneham, Tewksbury, Wakefield, Wilmington, Winchester and Woburn. Methodology: The CHNA was conducted in three phases, allowing Winchester Hospital to: - Compile an extensive amount of quantitative and qualitative data - Engage and involve key internal and external stakeholders - Develop a report and detailed Community Health Improvement Plan (CHIP) - Comply with all state and federal IRS community benefits requirements To ensure a comprehensive understanding of the issues, data was collected from a number of quantitative and qualitative sources. Quantitative Data Sources: - Massachusetts Community Health Information Profile (MassCHIP) - U.S. Census Bureau, American Community Survey 5-Year Estimates (2009-2013) - Behavioral Risk Factor Surveillance System (BRFSS) (2012-2013 aggregate) - CHIA Inpatient Discharges - Massachusetts Health Data Consortium (MHDC) ED Visits - MA Hospital IP Discharges (2008-2012) - MA Cancer Registry (2007-2011) - MA Communicable Disease Program (2011-2013) - MA Hospital ED Discharges (2008-2012) - Massachusetts Vital Records (2008-2012) - Massachusetts Bureau of Substance Abuse Services (BSAS) (2013) - Massachusetts Board of Health Qualitative Data Sources: In order to obtain targeted data and understand the health issues currently perceived by the community, interviews and listening sessions were conducted: - Informant interviews with external stakeholders (28 completed) - Random household surveys (1,022 completed in the WH service area) - Community listening sessions (two sessions, 100 attendees total) Public Reporting of Information: The results of the CHNA were made publicly available in various ways including on the WH website, distribution to internal and external community stakeholders and presentations to hospital leaders and staff. In addition, report out sessions for key stakeholders in each municipality WERE HELD IN FY 17. The goal of the sessions WAS to present the findings of the CHNA and to engage them in discussion to gain better understanding of their perceptions of the current health needs, social determinants of health, barriers to care in their communities and discuss potential opportunities for collaboration. Addressing the Identified Needs: In response to the priority health needs identified in the 2016 CHNA, WH developed a three year Community Health Improvement Plan (CHIP). The CHIP was developed with input from the Winchester Hospital Community Benefits Advisory Board and approved by the Winchester Hospital board of directors. In addition, feedback from community report out sessions was taken into consideration when developing the plan. The community benefits programs offered in FY17 were designed to address the priority health needs identified in the 2016 CHNA, along with the FY17 Massachusetts Statewide Health Priorities identified by the Executive Office of Health and Human Services. Priority Health Issues Identified in FY16 CHNA: - Behavioral Health/Substance Abuse - Elder Health Socialization, Isolation, Depression, Falls Prevention - Wellness/Chronic Disease Prevention & Management - Cancer Prevention, Management and Support FY17 Statewide Health Priorities: - Address Unmet Health Needs of the Uninsured - Chronic Disease Management in Disadvantaged Populations - Promoting Wellness of Vulnerable Populations - Reducing Health Disparities - Supporting Health Care Reform FY17 Key Community Benefit Programs & Outcomes: In collaboration with various community partners, listed below are some of the key programs WH provided in FY17: I. Behavioral Health/Substance Use: - Substance Use Disorder Community Outreach Initiative - Winchester Hospital worked collaboratively with community partners to develop and execute a variety of programs to address substance use prevention, early identification, recovery and support. Winchester Hospital staff members also participated in local and regional substance abuse coalitions and task forces whose missions are to develop strategies to prevent substance abuse, reduce stigma, eliminate barriers to treatment and improve access to care. - Boys & Girls Club Screening, Brief Intervention, Referral to Treatment - This program utilizes an innovative approach to screening and identifying youths who have or are at risk for developing mental health and substance use disorders, and providing intervention as early as possible. Administering the program onsite at the Boys & Girls Club provides a non-authoritarian, safe environment resulting in more natural, open and honest dialogue between the staff members and the participant. In FY17 240 youths were screened, resulting in 23 referrals to treatment or counseling. - Middlesex County Youth Risk Behavior Survey - Lahey Health, in collaboration with the Middlesex League Superintendents, supported the development of an online Youth Risk Behavior Survey that included district and regional level reports. The data will be used to continue collaboration with the school districts in Middlesex County to help address disparities and needs from the survey. II. Elder Health: - "Aging on Your Own Terms" Senior Outreach Initiative - Winchester Hospital partnered with local senior centers to provide free health education programs and social events to 1,825 seniors in Winchester Hospitals service area. The health issues addressed in the educational programs included cancer prevention, detection and management; sleep disorders; reducing isolation and financial insecurity. - Fall Prevention Awareness Campaign: Winchester Hospital collaborated with community partners in Stoneham, Winchester and Woburn to implement a Falls Prevention Campaign to create awareness about the health impact of falls, and provide tools and strategies to help reduce the risk of falling. The outreach efforts included distribution of educational information, falls risk booklets, and home safety lights to increase safety in poorly lit areas of the home. In addition, participants completed a home safety assessment to reinforce the messaging of the presentations. More than 600 older adults participated. - Mount Vernon House Lifeline Program - Winchester Hospital provided the Lifeline Personal Emergency Response System for free to 12 area seniors requiring financial assistance to help keep them safer at home and ensure they get immediate medical attention if needed. - Mount Vernon House Resident Health Program - Winchester Hospital provided acupuncture and massage therapy at no cost to nearly 1,000 residents at the Mount Vernon House and to Winchester residents over the age of 68 to help relieve chronic pain and improve their health status. III. Wellness / Chronic Disease Prevention & Management: - Chronic Disease Management Program - In FY17, 914 adults with chronic diseases participated in the Chronic Disease Management Program, a program designed to help adults with chronic diseases learn to manage and improve their health. - CHAMP (Community and Hospital Asthma Management Program) - CHAMP incorporates a team approach proven to help children with asthma manage the condition more effectively. The team consists of family members, caregivers, the childs pediatrician and/or primary care physician, clinical staff from Winchester Hospital, the childs school nurse, child care personnel, classroom teachers, and anyone in a position to advise the child and the childs parents about his/her asthma management (scout leaders, athletic coaches, music teachers, etc.). The goal of the program is to reduce emergency department visits for pediatric asthma patients by ensuring effective control of the disease through treatment and through education of patients, families, physicians and other health professionals. In FY17 115 children participated in the program. - School-Based Diabetes Education Program - Recognizing that school personnel play a critical role in helping students manage their diabetes, the diabetes nurse educator from Winchester Hospitals Center for Healthy Living developed and facilitated educational sessions in schools throughout the hospitals service area to help optimize care of the student wi PART VI, LINE 3 - PATIENT EDUCATION PATIENTS IN NEED OF FINANCIAL ASSISTANCE ARE REFERRED TO THE HOSPITAL'S DEDICATED PATIENT FINANCIAL SERVICES ACCOUNT REPRESENTATIVE THAT PROVIDES FINANCIAL ASSISTANCE COUNSELING. THE REPRESENTATIVE PROVIDES PATIENTS WITH INFORMATION ON THE AVAILABLE PROGRAMS AND ASSISTS PATIENTS THROUGHOUT THE APPLICATION PROCESS, INCLUDING COMPLETION OF REQUIRED FORMS TO DETERMINE ELIGIBILITY. PART VI, LINE 6 - AFFILIATED SYSTEM WINCHESTER HOSPITAL OFFICIALLY AFFILIATED WITH LAHEY HEALTH SYSTEM ON JULY 1, 2014 AND IN CONJUNCTION WITH LAHEY HEALTH SYSTEM, INC. ASSESSES HOW BEST TO MEET THE NEEDS OF THE COMMUNITIES IT SERVES. PART VI, LINE 7 - STATE FILING WINCHESTER HOSPITAL FILES A COMMUNITY BENEFIT REPORT WITH THE STATE OF MASSACHUSETTS. X X X X X X true true false false false false false true false HOWARD R GRANT JD MD Trustee/Officer/President/CEO 1047242 42000 248978 30707 1368927 DALE LODGE OFFICER/CEO 477865 138806 12515 21548 650734 TIMOTHY O'CONNOR Officer/EVP/CFO & Treasurer 579748 39578 156600 28744 804670 KEVIN SMITH FORMER CEO 268426 268426 DAVID G SPACKMAN JD Officer/SVP GOV AFFAIR + GEN 412789 17200 28978 23181 482148 MATTHEW WOODS officer/VP Fin./ASt. TREASURER 363200 15000 643 10101 29801 418745 MARLENE WILLIAMSON TRUSTEE/ACNO NURSING 171926 2392 6919 1536 182773 RIchard J Iseke MD V.P. - Medical Affairs 439204 5448 11631 5065 461348 KATHY ANN SCHULER V.P. - PATIENT CARE 299926 17670 10241 22548 350385 ANNe LANG TALBOT HUMAN RESOURCES - SPECIALIST 194841 141754 3950 340545 Mary Elizabeth Canning Vice President through 5/31/16 141110 127543 4966 8986 282605 William Robertson VP & Chief Facilities Officer 243178 65000 16482 25595 28703 378958 RICHARD WEINER MD VICE PRESIDENT/PHYSICIAN 296468 2831 10600 30791 340690 NANCY SACHETTI director of highland health ip 222858 2423 9211 28241 262733 ELIZABETH P CONRAD SVP, CHIEF HR OFFICER 341701 22200 28978 28623 421502 David W Reis SVP Chief Info Officer 273180 27625 17901 18830 3004 340540 PART I, LINE 4A-4B LHS AND ITS RELATED ORGANIZATIONS HAVE EMPLOYMENT AGGREEMENTS THAT CONTAIN SEVERANCE, TRANSITION AND SEPARATION (OR A COMBINATION THEREOF) PAYMENT PROVISIONS. THE FOLLOWING INDIVIDUALS RECEIVED SUCH PAYMENTS: KEITH SMITH $268,426 ANNE LANG TALBOT $141,754 MARY ELIZABETH CANNING $127,139 LHS AND ITS RELATED ORGANIZATIONS MAINTAIN A 457F AND 457B NONQUALIFIED DEFERRED COMPENSATION PLAN AND A SPLIT DOLLAR LIFE INSURANCE PLAN FOR CERTAIN PHYSICIANS, EXECUTIVE MANAGEMENT AND DEFINED MEDICAL STAFF. THE PLANS OFFER PARTICIPATING EMPLOYEES AN ANNUAL DEFERRAL OF COMPENSATION IN ADDITION TO THEIR SALARIES. FOR THE CURRENT PERIOD, THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457F NONQUALIFIED DEFERRED COMPENSATION PLAN AND/OR THE SPLIT DOLLAR LIFE INSURANCE PLAN: HOWARD R. GRANT $220,000 TIMOTHY O'CONNOR $121,600 DALE LODGE $ 87,233 PART I, LINE 7 THE NON-FIXED PAYMENT BONUSES REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II) ARE DETERMINED BY THE COMPENSATION COMMITTEE, WHICH INCLUDES TRUSTEES. IN A SUBJECTIVE MANNER, THE COMMITTEE TAKES INTO ACCOUNT THE ACHIEVEMENTS OF BOTH THE ORGANIZATION AND THE INDIVIDUAL TO DETERMINE THE APPROPRIATE AMOUNT OF SUCH BONUSES, WHICH INCLUDE, BUT ARE NOT LIMITED TO, THE ORGANIZATION MEETING ITS CORPORATE GOALS, FINANCIAL PERFORMANCE MEASURES AND QUAliTY MEASURES (SUCH AS PATIENT SATISFACTION AND QUALITY OF CARE). PART I, LINE 3 INDEPENDENT MEMBERS OF THE LAHEY HEALTH SYSTEM, INC. ("LHS") BOARD OF TRUSTEES COMPRISE THE COMPENSATION COMMITTEE. THE COMMITTEE SETS THE COMPENSATION AND BENEFITS FOR THE CEO. THE COMMITTEE SEEKS THE ADVICE OF EXTERNAL COMPENSATION CONSULTANTS. COMPARABILITY DATA IS PROVIDED, ANALYZED AND DOCUMENTED BY THE EXTERNAL CONSULTANTS. LHS AND ITS RELATED ORGANIZATIONS' SENIOR VP AND CHIEF HUMAN RESOURCES OFFICER PROVIDES THE COMMITTEE WITH ANY REQUESTED INFORMATION. PART II LHS AND ITS RELATED ORGANIZATIONS DO NOT COMPENSATE ANY TRUSTEE OR OFFICER IN THEIR CAPACITY AS TRUSTEE OR OFFICER. ALL COMPENSATION PAID IS FOR WORK PERFORMED IN THEIR CAPACITY OTHER THAN TRUSTEE OR OFFICER, WHICH IS LISTED ON FORM 990, PART VII, DIRECTLY FOLLOWING THE TITLE OF TRUSTEE AND/OR OFFICER. A MASSACHUSETTS HEALTH AND ED FACILITIES AUTHORITY 042456011 57586EWC1 2010-09-09 79047442 SERIAL BOND SERIES H - REFUND false false false B MASSACHUSETTS HEALTH AND ED FACILITIES AUTHORITY 042456011 57586CDD4 2004-07-08 30340000 SERIAL obnd SERIES F - ADV. REFUND false false false A 5902442 0 79047442 0 0 25510784 1148365 0 0 52388293 0 0 2012 false true true true B 0 0 30340000 0 0 29927552 412448 0 0 0 0 0 false true true true A false false false false 0 false false false true B false false false false 0 false false false true A true false false true false false 0 0 false true B true true true Morgan Stanley 20. false false false 0 false true A true B true UMS NE LITHOTRIPSY A. LITTLE, OWNER, I 95000 LASER LITHO false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (A) NAME OF PERSON: UMS NE LITHOTRIPSY (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: A. LITTLE, OWNER, IS A DIRECTOR OF WINCHESTER HOSPITAL (D) DESCRIPTION OF TRANSACTION: LASER LITHOTRIPSY SERVICES X 1 190000 Appraisal false false false FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION WINCHESTER HOSPITAL IS COMMITTED TO BENEFITTING ALL OF THE COMMUNITIES WE SERVE BY COLLABORATING WITH COMMUNITY PARTNERS TO IDENTIFY HEALTH NEEDS AND IMPROVE THE HEALTH STATUS OF THE COMMUNITY RESIDENTS. FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES PROVIDING CARE IN MAJOR CLINICAL CATEGORIES INCLUDING MEDICINE, SURGERY, PEDIATRICS, OBSTETRICS/GYNECOLOGY AND A LEVEL IIB SPECIAL CARE NURSERY, WINCHESTER HOSPITAL IS THE LEADING PROVIDER IN SUCH IMPORTANT SUBSPECIALTIES AS CARDIOLOGY, PULMONARY MEDICINE, ONCOLOGY, GASTROENTEROLOGY, ORTHOPEDICS, REHABILITATION, RADIATION ONCOLOGY AND PAIN MANAGEMENT. EXPENSES $184,103,357. INCLUDING GRANTS OF $0. REVENUE $229,448,687. FORM 990, PART VI, SECTION A, LINE 2 MATTHEW WOODS, JOSEPH R. TARBY III, AND JAMES FICOCIELLO HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS/DIRECTORS OF WINCHESTER HOSPITAL AND ALSO OFFICERS/DIRECTORS OF RELATED FOR PROFIT ENTITY WINCHESTER HEALTHCARE ENTERPRISES, INC. DALE M. LODGE, MATTHEW WOODS, AND ROBERT FORTUNATO HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS/DIRECTORS OF WINCHESTER HOSPITAL AND ALSO OFFICERS/DIRECTORS OF RELATED FOR PROFIT ENTITY WINCHESTER PHYSICIANS ASSOCIATES, INC. FORM 990, PART VI, SECTION A, LINE 8B WINCHESTER HOSPITAL DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT PREPARED THE IRS FORM 990 ALONG WITH INDEPENDENT TAX CONSULTANTS WHO SIGN THE RETURN AS A PAID PREPARER. EXECUTIVE MANAGEMENT REVIEWED AND PRESENTED A DRAFT OF THE IRS FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE LAHEY HEALTH SYSTEM, INC. BOARD OF TRUSTEES. PRIOR TO THE FILING DATE, A DRAFT OF THE IRS FORM 990 AND THE FINAL IRS FORM 990 WERE BOTH PROVIDED TO THE ENTIRE BOARD OF TRUSTEES BEFORE THE FILING DATE VIA A SECURED WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C SEMI-ANNUAL AUDIT AND COMPLIANCE COMMITTEE REVIEWS COMPILED CONFLICT OF INTEREST REPORT FROM LEGAL SERVICES QUESTIONNAIRES SENT TO ALL AFFILIATES, DIRECTORS, AND TRUSTEES. THE CHAIR OF THE AUDIT/COMPLIANCE COMMITTEE, IN COOPERATION WITH THE COMPLIANCE OFFICER, SHALL CONDUCT THE INITIAL REVIEW OF ANY POTENTIAL CONFLICTS OF INTEREST IDENTIFIED IN THE DISCLOSURES AND SHALL ADOPT A FINDING THAT THE ACTIVITY RAISING THE POTENTIAL CONFLICT OF INTEREST: SHOULD BE PERMITTED UNDER THE POLICY; SHOULD BE PERMITTED WITH MODIFICAION OR OVERSIGHT; IF UNDERTAKEN, WILL REQUIRE THE DIRECTOR, OR COMPLIANCE OFFICER TO ABSTAIN FROM PARTICIPATING IN GOVERNANCE/MANAGEMENT ACTIVITIES RELATED TO THE ACTIVITY; OR SHOULD NOT BE UNDERTAKEN. UPON FINAL DISPOSITION OF THE POTENTIAL CONFLICT, THE RESULTS OF THE REVIEW SHALL BE REPORTED TO THE AFFECTED LEADER. THE AUDIT/COMPLIANCE COMMITTEE SHALL PROVIDE AN ANNUAL REPORT OF ITS REVIEW TO THE BOARD OF DIRECTORS OF WINCHESTER. THE BOARD OF DIRECTORS OF WINCHESTER SHALL, UPON WRITTEN REQUEST OF THE MEMBER OF THE BOARD OF DIRECTORS OR THE COMPLIANCE OFFICER, REVIEW A FINDING OF THE AUDIT/COMPLIANCE COMMITTEE. THE BOARD OF DIRECTORS OF WINCHESTER SHALL EITHER REAFFIRM OR REVIEW THE FINDING AND SHALL REPORT SUCH FINDING TO THE AUDIT/COMPLIANCE COMMITTEE AND TO THE LEADER. THIS CONFLICT OF INTEREST POLICY SHALL BE REVIEWED ANNUALLY BY AND ON BEHALF OF WINCHESTER AND ITS AFFILIATES. FORM 990, PART VI, SECTION B, LINE 15 WINCHESTER HOSPITAL OFFICER SALARIES AND BENEFITS ARE PAID AND DETERMINED UNDER THE COMPENSATION POLICIES WHICH INCLUDES THE USE OF A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. THE HOSPITAL'S EXECUTIVE COMPENSATION COMMITTEE THAT IS INDEPENDENT OF MANAGEMENT AND FREE OF ANY CONFLICTS OF INTEREST THAT WOULD INTERFERE WITH THE EXERCISE OF THEIR INDEPENDENT JUDGMENT REVIEWS COMPARABILITY DATA PROVIDED BY AN INDEPENDENT EXTERNAL CONSULTANT, LAL ASSOCIATES INC., TO ESTABLISH COMPENSATION. ALL COMPENSATION DECISIONS ARE DOCUMENTED CONCURRENTLY UPON MAKING THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 WINCHESTER HOSPITAL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART VII, SECTION B, LINE 1 & 2: LAHEY HEALTH SHARED SERVICES, INC. ("LHSS") COMPENSATES (PROCESSES PAYMENT) ALL INDEPENDENT CONTRACTORS (VENDORS) ON BEHALF OF THE LAHEY HEALTH SYSTEM, INC. FAMILY OF ORGANIZATIONS. UNDER ITS TAX ID NUMBER, LHSS ISSUES FORM 1099 TO THE INDEPENDENT CONTRACTORS. IN ADDITION, IT SUBMITS THE SAME INFORMATION TO THE INTERNAL REVENUE SERVICE. THE LAHEY HEALTH SYSTEM INC. FAMILY OF ORGANIZATIONS REIMBUSES LHSS FOR ALL VENDOR PAYMENTS MADE EITHER DIRECTLY OR INDIRECTLY ON THEIR BEHALF. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS TRANSFER OF Net Assets: $2,947,351 Indirect Public Support: $1,316,420 Change in interest of Foundation - temp ($397,587) Change in interest of Foundation - perm $951,449 Change in valuation of Swaps (Net Assets) $2,034,596 Other changes in trust $255,672 Total: $7,107,901 FORM 990, PART XI, LINE 8 DURING 2017, MANAGEMENT BECAME AWARE OF A MISSTATEMENT THAT RELATES TO PRIOR YEARS AND AS A RESULT, CERTAIN PRIOR YEAR AMOUNTS HAVE BEEN REVISED. THE MISSTATEMENT RELATES TO CERTAIN INTERCOMPANY ACTIVITIES DUE TO AND FROM RELATED ORGANIZATIONS. MANAGEMENT DOES NOT BELIEVE THE MISSTATEMENTS ARE MATERIAL, EITHER INDIVIDUALLY OR IN AGGREGATE, TO THE PRIOR PERIOD FINANCIAL STATEMENTS. FORM 990, PART IV, LINE 4 LAHEY HEALTH SYSTEM, INC. IS IN CONTACT WITH FEDERAL AND STATE LEGISLATORS REGARDING HEALTH CARE REFORM ISSUES THAT WOULD POTENTIALLY HAVE AN IMPACT ON THE ORGANIZATION AND ITS RELATED ORGANIZATIONS. lahey clinic hospital inc 41 mall road burlington MA 01805 042704686 healthcare MA 501(C) (3) 3 lcf false lahey clinic inc 41 mall road burlington MA 01805 042704683 healthcare MA 501(C) (3) 10 lcf false lahey health shared services inc 41 mall road burlington MA 01805 043178972 ADMIN SUPPORT MA 501(C) (3) 10 LHS false northeast health system inc 85 herrick street beverly MA 01915 043240453 support MA 501(C) (3) 12C lhs false northeast behavioral health corporaTION 199 ROSEWOOD DRIVE SUITE 250 DANVERS MA 01923 042777145 HEALTHCARE MA 501(C) (3) 7 LHS false HES HOUSING SERVICES INC 199 ROSEWOOD DRIVE SUITE 250 DANVERS MA 01923 223232914 HUD HOUSING MA 501(C) (3) 10 NBH false NORTHEAST HOSPITAL CORPORATION 85 HERRICK STREET BEVERLY MA 01915 042121317 HEALTHCARE MA 501(C) (3) 3 LHS false NORTHEAST MEDICAL PRACTICE 85 HERRICK STREET BEVERLY MA 01915 043201853 HEALTHCARE MA 501(C) (3) 10 NHC false SEACOAST NURSING & REHABILITATION CENTER 300 WASHINGTON STREET GLOUCESTER MA 01930 041305001 HEALTHCARE MA 501(C) (3) 10 LHS false NORTHEAST PROFESSIONAL REGISTRY OF NURSE 800 CUMMINGS CENTER BEVERLY MA 01915 201287349 HEALTHCARE MA 501(C) (3) 10 NSH false NORTHEAST SENIOR HEALTH CORPORATION 85 HERRICK STREET BEVERLY MA 01915 042731137 HEALTHCARE MA 501(C) (3) 10 LHS false CAB HEALTH & RECOVERY SERVICES 199 ROSEWOOD DRIVE SUITE 250 DANVERS MA 01923 042400270 SUBSTANCE ABU MA 501(C) (3) 10 NBH false LAHEY HEALTH SYSTEM INC 41 MALL ROAD BURLINGTON MA 01805 611665701 SUPPORT MA 501(C) (3) 12C NA false WINCHESTER HOSPITAL FOUNDATION INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 043399570 SUPPORT MA 501(C) (3) 12A WHM false WINCHESTER HEALTHCARE MANAGEMENT INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 222701817 MANAGEMENT MA 501(C) (3) 12A LHS false WINCHESTER COMMUNITY ACCOUNTABLE CARE 41 HIGHLAND AVENUE WINCHESTER MA 01890 223137856 ACO MA 501(C) (3) 12A WHM false LAHEY CLINIC FOUNDATION 41 MALL ROAD BURLINGTON MA 01805 042323457 SUPPORT MA 501(C) (3) 7 LHS false ADDISON GILBERT SOCIETY INC 41 MALL ROAD BURLINGTON MA 01805 464371382 SUPPORT MA 501(C) (3) 12A LHS false VISITING NURSE ASSOC OF MIDDLESEX-EAST 607 NORTH AVENUE WAKEFIELD MA 01880 046151873 HEALTHCARE MA 501(C) (3) 9 LHS false COMMUNITY CARE INC 607 NORTH AVENUE WAKEFIELD MA 01880 900396973 HEALTHCARE MA 501(C) (3) 10 LHS false LAHEY PHYSICIAN COMMUNITY ORGANIZATION I 41 MALL ROAD BURLINGTON MA 01805 472248298 HEALTHCARE MA 501(C) (3) 12A LHS false Radiation Therapy of Winchester 700 congress Street Quincy MA 02169 205330549 CANCER CENTER MA related 643000 1417000 false false 0.50000 Winchester Shields MRI Services LLC 700 congress Street Quincy MA 02169 462523117 MRI Services MA related 2957500 8703800 false false 0.70000 Yankee Alliance LLC 138 RIVER ROAD ANDOVER MA 01810 300486661 SUPPLY CHAIN MA related 1132604 2491383 false false 0.16670 BluePoint LLC 138 RIVER ROAD ANDOVER MA 01810 474242622 SUPPLY CHAIN MA unrelated -185041 175580 false false 0.16670 lahey clinic insurance co ltd po box hm 2450 HAMILTON BERMUDA BD insurance BD LHS FOREIGN CORP perpetual trusts (8) 41 mall road burlington MA 01805 support MA see part VII Trust 1033541 21148142 false remainder trusts (18) 41 mall road burlington MA 01805 support MA see part VII Trust 94753 6990842 false pooled income funds (3) 41 mall road burlington MA 01805 support MA see part VII Trust 106635 825972 false northeast proprietary corporation 85 herrick street beverly MA 01915 042855191 MEDICAL SERVI MA NHS C Corp false WINCHESTER PHYSICIAN HOSPITAL ORG 41 HIGHLAND AVENUE WINCHESTER MA 01890 472646454 PHYS HOSP ORG MA WHM C CORP 1.00000 false WINCHESTER HEALTHCARE ENTERPRISES INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 042932059 BILLING SERVI MA WHM C CORP 1.00000 false WINCHESTER PHYSICIAN ASSOCIATES INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 043262963 MD PRACTICES MA WHM C CORP 1.00000 false false false false false false false false false false false false false false false false false true false FORM 990, SCHEDULE R, PART IV Northeast Hospital Corporation, Lahey Clinic Foundation, and Winchester Hospital, respectively, have four, three, and one perpetual trusts. The perpetual trusts are domiciled in Massachusetts, PENNSYLVANIA, AND FLORIDA. Lahey Clinic Foundation, Inc. has eighteen remainder trusts. The remainder trusts are domiciled in Massachusetts, New Hampshire, Delaware WISCONSIN, AND NEW YORK. Lahey Clinic Foundation, Inc. has three pooled income funds, domiciled IN MASSACHUSETTS. FORM 990, SCHEDULE R, PART V The Lahey Health Shared Services, Inc. Philanthropy Department conducts fundraising and solicitation efforts on behalf of all entities within the Lahey Health System, Inc. family of organizations. Lahey Health System, Inc. and its related organizations, Lahey Clinic Foundation, Inc. and its related organizations, Winchester Healthcare Management, Inc. and its related organizations, Northeast Behavioral Health Corporation and its related organizations, Northeast Senior Health Corporation and its related organization, Northeast Health System, Inc. and its related organization, and Northeast Hospital Corporation and its related organization, provide various corporate and OTHER SERVICES TO EACH OTHER. THE ORGANIZATIONS REIMBURSE EACH OTHER FOR EXPENSES INCURRED SUCH AS EMPLOYEE SALARIES AND BENEFITS, MATERIALS, SUPPLIES, UTILITIES, ETC. CASH IS TRANSFERRED BETWEEN THE ORGANIZATIONS.