2011-08-15T12:50:31-05:00 2010-09-30 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2009-10-01 042103586 LAWRENCE GENERAL HOSPITAL LAWR 9786834000 1 GENERAL STREET LAWRENCE MA 018412961 DEBORAH J WILSON 9786834000 2011-08-12 1 Jeffrey T Rogers 6177427788 2011-08-12 2009 2016-02-24 21:20:13Z DIANNE J ANDERSON 1 GENERAL STREET LAWRENCE MA 01841 182764828 0 X www.lawrencegeneral.org X 1875 MA Acute Care Hospital community hospital providing inpatient and outpatient health services to the general public 20 20 1667 315 1460526 0 33826 9890 166909209 173383583 -406630 392627 4646438 4215387 171182843 178001487 0 0 97249777 103027821 0 373746 72108785 72585035 169358562 175612856 1824281 2388631 112447522 125251603 37654243 45128306 74793279 80123297 TO OPERATE AND MAINTAIN THE ACUTE CARE GENERAL HOSPITAL. PROVIDE APPROPRIATE HOSPITAL AND OTHER RELATED HEALTH SERVICES TO ALL PATIENTS REGARDLESS OF RACE, COLOR, CREED OR NATIONAL ORIGIN. PROVIDE ACCESS TO MEDICALLY NECESSARY SERIVCES FOR AREA RESIDENTS REGARDLESS OF ABILITY TO PAY. ASSURE THE ONGOING PROCESS OF CONTINUOUSLY IMPROVING PATIENT CARE QUALITY DELIVERED BY SKILLED AND CARING HEALTH CARE PROFESSIONALS 0 0 72881842 0 93653485 INPATIENT HEALTHCARE SERVICES - PROVIDING INPATIENT SERVICES CONSISTENT WITH OUR CORE VALUES BY PROVIDING ACCESS TO COMPREHENSIVE, HIGH QUALITY, COMPASSIONATE AND EFFICIENT HEALTHCARE SERVICES. LAWRENCE GENERAL HOSPITAL IS A 189 BED HOSPITAL THAT PROVIDED 48,559 PATIENT DAYS OF INPATIENT SERVICES WITH 12,204 DISCHARGES. 62046559 0 79730099 OUTPATIENT HEALTHCARE SERVICES - PROVIDING OUTPATIENT SERVICES CONSISTENT WITH OUR CORE VALUES BY PROVIDING ACCESS TO COMPREHENSIVE, HIGH QUALITY, COMPASSIONATE AND EFFICIENT HEALTHCARE SERVICES. DURING FY2010, LAWRENCE GENERAL HOSPITAL HAD 244,619 OUTPATIENT VISITS. 0 0 0 0 0 4215387 4215387 134928401 1 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 148 0 1 1667 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 20 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X FELIX MERCADO 9786834000 One General Street Lawrence MA 01841 RICHARD J SANTAGATI 1.00 X 0 0 0 Hon PATRICIA FLYNN 1.00 X 0 0 0 dianne j anderson 40.00 X X 147300 0 4684 MAURICE BALBONI 1.00 X 0 0 0 EDWARD L DUDLEY 40.00 X X 264306 0 22950 GINO BARONI 1.00 X 0 0 0 CHARLES BURKE MD 1.00 X 0 0 0 MATTHEW A CAFFREY ESQ 1.00 X 0 0 0 MARK COCOZZA 1.00 X 0 0 0 PIERRE H CHAHRABAN 1.00 X 0 0 0 RABBI ROBERT GOLDSTEIN 1.00 X 0 0 0 EDUARDO HADDAD MD 1.00 X 0 0 0 THOMAS JONES 1.00 X 0 0 0 LAWRENCE KIDD MD 1.00 X 0 0 0 MICHAEL W MORRIS SR Esq 1.00 X 0 0 0 ROBIN NEILL 1.00 X 0 0 0 PETER QUINLAN 1.00 X 0 0 0 BELISARIO ROSAS 1.00 X 0 0 0 JAMES SHANNON 1.00 X 0 0 0 NAOMI GARDNER 1.00 X 0 0 0 PATRICIA MCGOVERN 1.00 X 0 0 0 RONALD J POLLINA 1.00 X 0 0 0 Irving Danesh MD 40.00 X 338481 0 22564 NEIL MEEHAN MD 40.00 X 297935 0 24777 MARIA DIENHART MD 40.00 X 356854 0 12607 PATRICK CURRAN MD 40.00 X 322449 0 5073 NORMAN STEIN MD 40.00 X 306649 0 24270 JOSEPH S MCMANUS 0.00 X 2949089 0 24914 GERALD J FOLEY 0.00 X 526877 0 130490 5509940 0 272329 160 1 1 0 CARDINAL HEALTH 21377 NETWORK PLACE chicago IL 60612 pharmacy services 7157848 OWENS & MINOR PO BOX 414887 Boston MA 02111 hospital services 3793725 ANESTHETIX OF TEAM 7111 FAIRWAY DRIVE SUITE 202 PALM BEACH FL 33418 anesthesia services 3276696 HARVEY CONSTRUCTION 10 HARVEY ROAD BEDFORD NH 03110 CONSTRUCTION SERVISES 2516833 mayo collaborative po box 9146 minneapolis MN 55402 lab services 1334694 106 9890 9890 NET PATIENT REVENUE 621110 171923057 171923057 0 NET PATIENT REVENUE 621500 1460526 1460526 173383583 165000 165000 69284 69284 69284 69284 4990968 4763341 227627 227627 227627 WORK HEALTH (TRAVEL & 621110 634501 634501 MVHS (MRI SERVISES) 621110 623845 623845 LAB TEST 621110 285086 285086 2602671 2602671 4146103 178001487 176366071 1460526 165000 736155 736155 83988196 69649307 14062636 276253 909164 747396 158804 2964 11447510 9410649 1999535 37326 5946796 4888680 1038726 19390 395205 53602 341603 202982 202982 57327 57327 260174 260174 1401514 290857 1076645 34012 798532 798532 95256 95256 218371 137092 81279 139465 139465 5532725 14424 5518301 1759290 1759290 Contracted Services 15320514 11831397 3486177 2940 Bad Debt Write-Offs 10926665 10926665 0 0 Physician Contract Fees 3664772 2714100 950672 0 Utilities 2775255 0 2775255 0 Equipment rental & main 2420313 2083375 336938 0 26616675 22041392 4574422 861 175612856 134928401 40310709 373746 19646676 19594321 1415143 3743009 20959509 19837727 424598 1651859 2107955 2309754 3003728 98023153 55753036 38867694 42270117 12201117 13184804 15395770 21085344 112447522 125251603 10088336 9326955 10921808 18929567 16644099 16871784 37654243 45128306 X 70540772 75589048 3152507 3434249 1100000 1100000 74793279 80123297 112447522 125251603 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 57327 0 0 57327 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: represents (1) % of Massachusetts Hospital Association (MHA) annual fee deemed to be used for lobbying expenditures ($27,115) and (2) % of consultant expenses deemed to be used for lobbying expenditures ($30,212). 1470108 1470108 66884363 40753769 26130594 0 27494621 14999267 12495354 2174061 2174061 42270117 Other Assets 1136625 Funds Held by Trustee 6475098 interest in net assets of charitable trust 11092433 deferred financing cost, net 490809 OTHER RECEIVABLES 1564147 due from affiliates 326232 21085344 Accrued Salaries and Wages 8229457 Estimated settlements with third party payors 4588509 Other Long-term Liabilities 3916255 DUE TO AFFILIATES 137563 16871784 178001487 175612856 2388631 162000 2779387 2941387 5330018 178001487 0 178001487 0 178001487 175612857 0 175612857 0 175612857 Part XI, Line 8 - Other Adjustments: NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL EXPENDITURES: 1407000. CHANGE IN VALUE OF NET ASSETS HELD BY LGH CHARITABLE TRUST: 880000. CHANGE IN VALUE OF NET ASSETS HELD BY LGH CHARITABLE TRUST: 208000. DECREASE IN TEMPORARILY RESTRICTED NET ASSETS: 284387. 1 1 1 X 1 X 1 1 0 1 1 5550487 3651406 1899081 0.01080 25136987 19613726 5523261 0.03150 873944 841266 32678 0.00020 31561418 24106398 7455020 0.04250 1634504 0 1634504 0.00930 24 3228901 1347626 1881275 0.01070 0 0 0 0 142885 0 142885 0.00080 24 5006290 1347626 3658664 0.02080 24 36567708 25454024 11113684 0.06330 1 4417651 0 57039315 55476966 1562349 X 1 1 lawrence general hospital

1 general street lawrence MA 01841

X X X X Part I, Line 7: the cost-to-charge ratio was used as the costing methodology to calculate the amount used to calculate the amounts in the table of line 7. Part I, Line 7g: NOT APPLICABLE Part I, Line 7f: NOT APPLICABLE Part III, Line 4: THE FOOTNOTES OF THE FINANCIAL STATEMENTS DESCRIBE THE FOLLOWING: AN ALLOWANCE FOR DOUBTFUL ACCOUNTS IS RECORDED TO REPORT ACCOUNTS RECEIVABLE AT THEIR NET REALIZABLE VALUE. THE ESTIMATED LOSSES ARE BASED UPON HISTORICAL COLLECTION EXPERIENCE TOGETHER WITH A REVIEW OF THE CURRENT STATUS OF THE EXISTING RECEIVABLE. Part III, Line 8: LINE 6 WAS CALCULATED BASED UPON A COST-TO-CHARGE RATIO CALCULATED SPECIFICALLY FOR MEDICARE. Part III, Line 9b: SECTION V OF THE ORGANIZATION'S CREDIT AND COLLECTION POLICY OUTLINES THE COLLECTION PRACTICES OF THE ORGANIZATION. Part VI, Line 2: LAWRENCE GENERAL HOSPITAL IDENTIFIES THE HEALTH CARE NEEDS IN OUR COMMUNITIES IN A LARGE NUMBER OF WAYS. WE RECEIVE FINDINGS AND REPORTS FROM THE MAYOR'S HEALTH TASK FORCE OF LAWRENCE; THE DEPARTMENT OF PUBLIC HEALTH; COMMUNITY NEEDS ASSESSMENT REPORTS ON HEALTH CARE ACCESS DEMOGRAPHIC PROFILE OF ADULTS; HEALTH INDICATORS FOR LAWRENCE, MA; DEMOGRAPHIC INDICATORS; BREAST HEALTH REPORTS ON BREAST CANCER MORTALITY; BEHAVIORAL RISK FACTORS; DEMOGRAPHIC PROFILE OF ADULTS FOR THE REGION; CHRONIC ILLNESS REPORT FOR LAWRENCE, MA; AND DEMOGRAPHIC PROFILE OF ADULTS. WE ALSO UTILIZE THE "THE HEALTH OF THE MERRIMACK VALLEY," REPORT PREPARED BY EUGENE DECLERCQ, PHD, BOSTON UNIVERSITY SCHOOL OF PUBLIC HEALTH. WE ALSO CONDUCT OUR OWN INTERNAL PATIENT SURVEYS AND CONTINUALLY ASSESS THIS INTERVIEW DATA, AS WELL AS DATA AVAILABLE THROUGH SOURCES SUCH AS MASSCHIP, BEHAVIORAL RISK FACTOR SURVEY DATA, QUALITY BENCHMARKING DATA, SPECIAL REPORTS SUCH AS THE DPH REPORTS ON RACIAL AND ETHNIC HEALTH DISPARITIES OR PERIODIC BIRTH STATISTICS AND MARKET DATA. IN ADDITION, WE SOLICIT COMMUNITY INPUT THROUGH MECHANISMS SUCH AS SURVEYS, WEB AND SOCIAL NETWORKING SITE COMMUNICATIONS AND A LARGE NETWORK OF NEARLY 30 COMMUNITY CONTACTS VIA THE DEVELOPMENT OF THE HOSPITAL'S FIRST PATIENT-FAMILY ADVISORY COUNCIL, WHICH LAUNCHED IN SEPTEMBER OF 2010. OTHER MEANS OF FEEDBACK AND INPUT INCLUDE COMMUNITY FOCUS GROUPS, INFORMATION SUPPLIED BY PUBLIC HEALTH PERSONNEL, COMMUNITY SURVEYS, THE COMMUNITY AT LARGE VIA NUMEROUS COMMUNITY PARTNERS, LGH VOLUNTEERS AND TRUSTEES (OVER 200), AND FEEDBACK FROM LGH STAFF IN INTERPRETER SERVICES AND SOCIAL SERVICES. LAWRENCE GENERAL HOSPITAL'S COMMUNITY PARTNERS THIS PAST YEAR INCLUDED:AMERICAN CANCER SOCIETY REGIONAL OFFICE AMERICAN RED CROSSBETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC)CARDIOVASCULAR INSTITUTE AT BIDMCCHELMSFORD POLICE DEPARTMENTCITY OF LAWRENCE COMMUNITY VIA PRESS GANEY SURVEYSCOMMUNITY VIA SOCIAL NETWORKINGCOMMUNITY MEDICAL ASSOCIATES (CMA)COMMUNITY VIA SURVEYSDIABETES TODAY COALITIONEDGEWOOD RETIREMENT COMMUNITYELDER SERVICES OF THE MERRIMACK VALLEY, INC.FLOATING HOSPITAL FOR CHILDREN AT TUFTS MEDICAL CENTERMAYOR'S HEALTH TASK FORCE GREATER LAWRENCE FAMILY HEALTH CENTER (GLFHC)GREATER LAWRENCE FAMILY RESIDENCY GROUNDWORK LAWRENCEHOME HEALTH VNAJACKSON LUMBER WORK HEALTH INITIATIVELAWRENCE COMMUNITY WORKSLAWRENCE FIRE DEPARTMENTLAWRENCE GENERAL HOSPITAL AUXILIARY LAWRENCE HIGH SCHOOLLAWRENCE SENIOR CENTERLGH OPERATIONS COUNCIL MEMBERSLGH PATIENT FAMILY ADVISORY COUNCIL (PFAC)MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTHMASSCONNECT COLLABORATORSMEMBERS OF THE HOSPITAL BOARD OF TRUSTEESMERRIMACK COLLEGEMERRIMACK VALLEY COMMUNITY DEVELOPMENT COMMITTEEMERRIMACK VALLEY HEALTH SERVICES/ALLIANCE IMAGINGMERRIMACK VALLEY YMCANOTRE DAME HIGH SCHOOLNORTH ANDOVER PUBLIC SCHOOLSNORTHEAST CENTER FOR HEALTHY COMMUNITIESTAVAH RETIREMENT COMMUNITYTOBACCO FREE COMMUNITY PARTNERSHIPYMCA OF MERRIMACK VALLEYYMCA OF LAWRENCE Part VI, Line 3: FOR THOSE PATIENTS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL WORK WITH THEM TO ASSIST WITH APPLYING FOR AVAILABLE FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. IN ORDER TO HELP UNINSURED AND UNDERINSURED PATIENTS FIND AVAILABLE AND APPROPRIATE FINANCIAL ASSISTANCE PROGRAMS, THE HOSPITAL PROVIDES PATIENTS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PROGRAMS IN BOTH THE INITIAL BILL THAT IS SENT TO PATIENTS AS WELL AS GENERAL NOTICES POSTED THROUGHOUT THE HOSPITAL. THE GOAL OF THESE NOTICES IS TO ASSIST PATIENTS IN APPLYING FOR COVERAGE WITHIN A FINANCIAL ASSISTANCE PROGRAM, SUCH AS MASSHEALTH, COMMONWEALTH CARE, CHILDREN'S MEDICAL SECURITY PLAN, HEALTHY START, AND HEALTH SAFETY NET. WHEN APPLICABLE, THE HOSPITAL MAY ALSO ASSIST PATIENTS IN APPLYING FOR COVERAGE OF SERVICES AS A MEDICAL HARDSHIP BASED ON THAT PATIENT'S DOCUMENTED INCOME AND ALLOWABLE MEDICAL EXPENSES. THE HOSPITAL WILL PROVIDE, UPON REQUEST, SPECIFIC INFORMATION ABOUT THE ELIGIBILITY PROCESS TO BE A LOW INCOME PATIENT UNDER EITHER THE MASSACHUSETTS HEALTH SAFETY NET PROGRAM OR ADDITIONAL ASSISTANCE FOR PATIENTS WHO ARE LOW INCOME THROUGH THE HOSPITAL'S OWN FINANCIAL ASSISTANCE PROGRAM. THE HOSPITAL WILL ALSO NOTIFY THE PATIENT ABOUT AVAILABLE PAYMENT PLANS THAT MAY BE AVAILABLE TO THEM BASED ON THEIR FAMILY SIZE AND INCOME. THE HOSPITAL MAKES A REASONABLE EFFORT TO IDENTIFY AVAILABLE COVERAGE OPTIONS FOR PATIENTS WHO MAY BE UNINSURED AND UNDERINSURED WITH THEIR CURRENT INSURANCE PROGRAM WHEN THE PATIENT IS SCHEDULING THEIR SERVICES, WHILE THE PATIENT IS IN THE HOSPITAL, UPON DISCHARGE, AND FOR A REASONABLE TIME FOLLOWING DISCHARGE FROM THE HOSPITAL. THE HOSPITAL WILL DIRECT ALL PATIENTS SEEKING AVAILABLE COVERAGE OPTIONS, OR THOSE THAT THE HOSPITAL DETERMINES MAY BE ELIGIBLE, TO THE HOSPITAL'S PATIENT FINANCIAL COUNSELING TO SCREEN FOR ELIGILBITY IN AN APPROPRIATE COVERAGE OPTION. THE HOSPITAL WILL THEN ASSIST THE PATIENT IN APPLYING FOR THE APPROPRIATE COVERAGE OPTIONS THAT ARE AVAILABLE OR NOTIFY THEM OF THE AVAILABILTY OF FINANCIAL ASSISTANCE THROUGH THE HOSPITAL'S OWN INTERNAL FINANCIAL ASSISTANCE PROGRAM. THE HOSPITAL WILL ALSO PROVIDE INFORMATION ON HOW TO CONTACT APPROPROPRIATE STAFF WITHIN THE HOSPITAL'S FINANCE OFFICE TO VERIFY THE ACCURACY OF THE HOSPITAL BILL OR TO DISPUTE CERTAIN CHARGES.THE HOSPITAL, PERSUANT TO AN INTERNAL VIEW OF EACH PATIENT'S CASE, MAY OFFER A PATIENT AN ADDITIONAL DISCOUNT ON AN UNPAID BILL AS AUTHORIZED BY THE HOSPITAL'S CHIEF FINANCIAL OFFICER OR HIS/HER DESIGNEE. ANY SUCH REVIEW SHALL BE PART OF AN INTERNAL HOSPITAL FINANCIAL ASSISTANCE PROGRAM THAT IS APPLIED ON AN UNIFORM BASIS TO PATIENTS, AND WHICH TAKES INTO CONSIDERATION THE PATIENT'S FINANCIAL SITUATION AND THE PATIENT'S INABILITY TO MAKE A PAYMENT AFTER REASONABLE COLLECTION EFFORTS. ANY DISCOUNT THAT IS PROVIDED BY THE HOSPITAL IS CONSISTENT WITH FEDERAL AND STATE REQUIREMENTS, AND IS NOT BASED ON AN EFFORT TO INDUCE A PATIENT TO RECEIVE SERVICES FROM THE HOSPITAL OR TO GENERATE BUSINESS THAT IS PAYABLE BY A FEDERAL OR STATE PROGRAM. Part VI, Line 4: LAWRENCE GENERAL HOSPITAL IS LOCATED IN LAWRENCE, MASSACHUSETTS, BUT SERVES THE ENTIRE MERRIMACK VALLEY REGION. THE VALLEY IS A BI-STATE REGION ALONG THE MERRIMACK RIVER IN THE STATES OF NEW HAMPSHIRE AND MASSACHUSETTS, UNITED STATES, WITH LAWRENCE GENERAL SERVING THE SOUTHERN TIP OF THE NH VALLEY, AND ALL OF THE MA VALLEY AREA. THE MERRIMACK RIVER IS ONE OF THE LARGER WATERWAYS IN THE NEW ENGLAND REGION AND HAS HELPED DEFINE THE LIVELIHOOD AND CULTURE OF THOSE LIVING ALONG IT SINCE NATIVE TIMES. MAJOR CITIES IN THE MERRIMACK VALLEY INCLUDE LOWELL, LAWRENCE, HAVERHILL, METHUEN AND NEWBURYPORT IN MASSACHUSETTS. THE MERRIMACK VALLEY WAS A MAJOR CENTER OF THE TEXTILE INDUSTRY IN AMERICA DURING THE 19TH CENTURY.THE MERRIMACK VALLEY CONTAINS A MIXTURE OF 19TH-CENTURY INDUSTRIAL CITIES BUILT TO TAKE ADVANTAGE OF THE RIVER'S WATERPOWER, MODERN SUBURBS (MANY BUILT OVER TOWNS DATING FROM THE 17TH CENTURY), AND SOME RELATIVELY RURAL AREAS. THE WESTERN REGION, INCLUDING GREATER LOWELL AND HAVERHILL/LAWRENCE/METHUEN, IS GENERALLY MORE URBANIZED THAN THE EASTERN REGION. AUTOMOBILE TRAVEL THROUGH THE MASSACHUSETTS SECTION OF THE MERRIMACK VALLEY IS SERVED PRIMARILY BY INTERSTATE 495. FROM LOWELL AND LAWRENCE, U.S. ROUTE 3 AND INTERSTATE 93, RESPECTIVELY, HEAD NORTH ALONG THE VALLEY, JOINING IN MANCHESTER, NEW HAMPSHIRE.LAWRENCE IS LOCATED TWENTY-FIVE MILES NORTH OF BOSTON, LAWRENCE, MASSACHUSETTS IS A CITY OF IMMIGRANTS AND INDUSTRY. LAWRENCE WAS BUILT IN THE 1840'S AS THE NATION'S FIRST PLANNED INDUSTRIAL CITY. THE MASSIVE MILL BUILDINGS LINING THE MERRIMACK RIVER, THE STRIKING CLOCK AND BELL TOWERS AND THE BREATH-TAKING GREAT STONE DAM ARE ALL A TRIBUTE TO LAWRENCE'S INDUSTRIAL HERITAGE. THE HARNESSED STRENGTH OF THE MERRIMACK RIVER AND ITS SYSTEM OF CANALS FUELED THE LAWRENCE MILLS THAT PRODUCED TEXTILES FOR THE AMERICAN AND EUROPEAN MARKETS. BY THE EARLY TWENTIETH CENTURY, WITH A POPULATION OF NEARLY 95,000, THE CITY WAS A WORLD LEADER IN THE PRODUCTION OF COTTON AND WOOLEN TEXTILES IN MASSIVE MILLS.KNOWN AS THE "IMMIGRANT CITY", LAWRENCE HAS ALWAYS BEEN A MULTI-ETHNIC AND MULTICULTURAL GATEWAY CITY WITH A HIGH PERCENTAGE OF FOREIGN-BORN RESIDENTS. THE SUCCESSIVE WAVES OF IMMIGRANTS COMING TO LAWRENCE TO WORK IN THE MILLS BEGAN WITH THE IRISH, FOLLOWED BY THE FRENCH CANADIANS, ENGLISHMEN, AND GERMANS IN THE LATE 1800'S. AROUND THE TURN OF THE CENTURY AND EARLY 1900'S, ITALIANS, POLES, LITHUANIANS, AND SYRIANS BEGAN ARRIVING. THE WAVE OF PUERTO RICANS AND DOMINICANS STARTED IN THE MID TO LATE 1900'S, AND THE NEWEST ARRIVALS HAVE ORIGINATED FROM VIETNAM AND CAMBODIA. THE CURRENT POPULATION OF ROUGHLY 70,000 IS LARGELY HISPANIC AND HAS GIVEN A LATINO SLANT TO THE LOCAL ECONOMY AND CULTURE.TODAY, LAWRENCE REMAINS AN URBAN CENTER WITH 35% OF ITS ECONOMY STILL MANUFACTURING-BASED. DESPITE GLOBAL TRENDS THAT HAVE SEEN MANUFACTURING INDUSTRIES MOVE SOUTH AND OVERSEAS, THE CITY IS STILL A HUB OF TEXTILE, APPAREL AND SHOE COMPANIES SUCH AS MALDEN MILLS, KGR INC., GRIECO BROTHERS, NEW BALANCE AND CARDINAL SHOE. WITH THE AFFORDABLE SPACE AND CLOSE PROXIMITY TO ROUTES 93 AND 495, NEWER COMPANIES IN TECHNOLOGY, HEALTH CARE AND MANUFACTURING SUCH AS NEW ENGLAND AFFILIATED TECHNOLOGY, THE ROBERT ABLE COMPANY AND THE GEM GROUP, HAVE CHOSEN TO LOCATE IN LAWRENCE. WITH ALL THIS SAID, LAWRENCE, MA IS A CITY WITH SIGNIFICANT CHALLENGES. A LARGE NUMBER OF LAWRENCE GENERAL'S PATIENTS (UP TO 56%) ARE LATINOS RESIDING IN LAWRENCE. ONCE A THRIVING CITY AND THE HUB OF THE U.S. TEXTILE INDUSTRY, THE CITY OF LAWRENCE HAS TRULY NEVER RECOVERED FROM THE DEVASTATING ECONOMIC DECLINE IT SUFFERED WHEN THE MILLS BEGAN TO CLOSE IN THE 1960'S. TODAY, THE CITY IS A DENSELY POPULATED, IMPOVERISHED AREA WITH HIGH LEVELS OF UNEMPLOYMENT (12.7% IN JULY, 2010), HIGH LEVELS OF CRIME, HIGH RATES OF ILLITERACY, DILAPIDATED HOUSING, AND DRUG USE AND ITS RELATED VIOLENCE. SINCE THE EARLY 1970S, LAWRENCE HAS BECOME HOME TO A SIZABLE HISPANIC POPULATION. CURRENTLY, LAWRENCE'S TOTAL POPULATION IS 72,000, OF WHICH NEARLY 60% ARE OF LATINO DESCENT, MAINLY FROM THE DOMINICAN REPUBLIC AND PUERTO RICO. JUST OVER ONE QUARTER OF THE HOUSEHOLDS IN LAWRENCE CAN BE CLASSIFIED AS POOR, BASED ON THE FEDERAL POVERTY LEVEL. IN LATE 2010, THE MA DEPARTMENT OF PUBLIC HEALTH IDENTIFIED LAWRENCE PUBLIC SCHOOLS AS HAVING THE HIGHEST STUDENT RATES OF OBESITY IN THE STATE A STAGGERING 47%. AS THE PREVALENCE OF OBESITY HAS BEEN LINKED TO THE ECONOMIC HARDSHIP OF A COMMUNITY, THE CITY OF LAWRENCE CONTINUES TO BE AT RISK WITH ITS SOARING RATES OF POVERTY. THESE FINDINGS INDICATE THAT LAWRENCE'S CONSIDERABLE POPULATION OF LOW-INCOME, LATINO CHILDREN ARE MORE LIKELY TO SUFFER FROM OBESITY BECAUSE OF THE MANY BARRIERS TO HEALTHY EATING AND ACTIVE LIVING IN THEIR COMMUNITIES. FOR INSTANCE, URBAN RESIDENTS OFTEN LACK CONSISTENT ACCESS TO HEALTHY FOOD CHOICES AND SAFE PLACES FOR PHYSICAL ACTIVITY IN THEIR NEIGHBORHOODS. ADDITIONALLY, MANY LAWRENCE SCHOOLS HAVE LIMITED SPACE AND NO DESIGNATED GYMNASIUM, AND THEREFORE, NO FORMAL PHYSICAL EDUCATION CLASSES.40% OF THE 20,452 INPATIENTS AND 73,000 EMERGENCY PATIENTS, THAT LGH TREATS ANNUALLY, ARE ON SOME TYPE OF GOVERNMENT ASSISTANCE PROGRAM OR NEED FINANCIAL ASSISTANCE WITH THEIR MEDICAL COSTS. AS A RESULT, LGH PROVIDES OVER $4,200,000 PER YEAR IN CHARITABLE CARE AND COMMUNITY BENEFITS TO PERSONS WHO WOULD NOT OTHERWISE BE ABLE TO AFFORD QUALITY HEALTHCARE. Part VI, Line 5: LAWRENCE GENERAL HOSPITAL (LGH) HAS A STRONG HISTORY OF ASSISTING CHILDREN AND FAMILIES IN NEED. PROUDLY RECOGNIZED AS THE ONLY NOT-FOR-PROFIT COMMUNITY HOSPITAL SERVING THIS REGION, THE INSTITUTION REMAINS TRUE TO ITS ORIGINAL MISSION. FOR OVER 135 YEARS, LGH HAS CARED FOR AND IMPROVED THE HEALTH STATUS OF THE ENTIRE MERRIMACK VALLEY REGION, PARTICULARLY LAWRENCE, ONE OF THE POOREST CITIES IN MASSACHUSETTS. IN A CITY WITH SO MUCH NEED, LGH HAS BUILT AN IMPRESSIVE TRADITION OF QUALITY AND EXCELLENCE IN HEALTH CARE WHILE CONTINUING ITS COMMITMENT TO PROVIDE CARE TO EVERYONE WHO ENTERS ITS DOORS IN SPITE OF A GROWING UNINSURED POPULATION AND DECLINING REIMBURSEMENTS. FOR THE MOST PART, LGH SERVES THE "DOWNTOWN" AREA OF LAWRENCE WHICH HAS A HIGH POPULATION OF MINORITIES AND THOSE WITH LOWER INCOMES. AS A RESULT AND AS PREVIOUSLY MENTIONED, LGH PROVIDES OVER $8,031,230 PER YEAR IN CHARITABLE CARE AND COMMUNITY BENEFITS TO PERSONS WHO WOULD NOT OTHERWISE BE ABLE TO AFFORD QUALITY HEALTHCARE. 40% OF THE 20,452 INPATIENTS AND 73,000 EMERGENCY PATIENTS, THAT LGH TREATS ANNUALLY, ARE ON SOME TYPE OF GOVERNMENT ASSISTANCE PROGRAM OR NEED FINANCIAL ASSISTANCE WITH THEIR MEDICAL COSTS. LGH IS NOW THE ONLY LOCALLY-CONTROLLED HOSPITAL IN THE CENTRAL MERRIMACK VALLEY WITH A BOARD OF TRUSTEES FROM OUR REGION. AS THE LARGEST PRIVATE EMPLOYER IN LAWRENCE, LGH PROVIDES 189 BEDS AND IS STAFFED BY 1,400 EMPLOYEES AND OVER 450 PHYSICIANS REPRESENTING 40 SPECIALTIES. THE HOSPITAL'S CLINICAL STRENGTHS INCLUDE A 24-HOUR EMERGENCY DEPARTMENT AND LEVEL III TRAUMA CENTER; PEDIATRIC CENTER; WOMEN'S HEALTH SERVICES; IMAGING CENTER; CARDIAC SERVICES AND CATH LAB; PRIMARY STROKE SERVICES; NEW SLEEP CENTER; NEW MITS (MINIMALLY INVASIVE THORACIC SURGERY) CLINIC; BIRTHING CENTER; DAY SURGERY CENTER; COMMUNITY CANCER PROGRAM; AND AN ADVANCED LIFE SUPPORT MOBILE PROGRAM. ALL OF THESE SERVICES CREATE A HEALTH AND SAFETY NET FOR THE CITY OF LAWRENCE. LGH'S SUCCESS IS LINKED TO ITS ABILITY TO COMBINE ITS LONG HISTORY IN IDENTIFYING AND ADDRESSING COMMUNITY NEEDS WITH ITS EXPERTISE IN COMPLETING LARGE, COMPLEX INITIATIVES AND RENOVATION PROJECTS WHICH OFTEN INVOLVE DEVELOPING SOLID COLLABORATIVE PARTNERSHIPS WITH HIGH-QUALITY MEDICAL PROVIDERS. FOR EXAMPLE, IN JANUARY 2010, LGH CARDIOLOGISTS JOINED FORCES WITH THEIR PEERS AT BETH ISRAEL DEACONESS MEDICAL CENTER TO ENHANCE CARDIAC CATHETERIZATION AND EMERGENCY ANGIOPLASTY SERVICES IN THE MERRIMACK VALLEY. THE TEAM CURRENTLY PERFORMS THE PROCEDURES IN A MODERN CATHETERIZATION SUITE AT LGH, NEWLY EQUIPPED WITH THE LATEST IN IMAGING TECHNOLOGY. LAWRENCE GENERAL IS NOW RANKED AS ONE OF THE TOP THREE MOST ADVANCED AND SUCCESSFUL CATH LABS IN THE STATE OF MASSACHUSETTS. IN ADDITION, LGH OPENED A STATE-OF-THE-ART IMAGING CENTER IN FEBRUARY OF 2010, OFFERING A WIDE-RANGE OF SERVICES INCLUDING DIGITAL MAMMOGRAPHY, ULTRASOUND, MRI, AND BONE DENSITOMETRY. WORKING TO ADDRESS THE HEALTH DISPARITY OF LATINA WOMEN IN LAWRENCE IN REGARDS TO BREAST HEALTH CARE, THE NEW $4.2 MILLION CENTER DESIGNATED AN AREA SPECIFICALLY FOR WOMEN'S SERVICES WITH A FOCUS ON COMPREHENSIVE BREAST HEALTH SERVICES. LATER IN THE FALL OF 2010, LGH FORMALLY EXPANDED ITS AFFILIATION WITH BETH ISRAEL DEACONESS MEDICAL CENTER. THIS FULL CLINICAL AFFILIATION WAS DEVELOPED TO ENHANCE PROGRAMS AND SERVICES IN THE GREATER MERRIMACK VALLEY, INCREASE LOCAL ACCESS TO ALL SPECIALTIES OF A HARVARD-AFFILIATED TEACHING HOSPITAL, AND IMPROVE THE COORDINATION OF CARE THROUGH AN INTEGRATED ELECTRONIC MEDICAL RECORD SYSTEM. THE HOSPITAL'S EFFORTS TO CONTINUALLY ASSESS OUR PATIENT SERVICES AND HEALTH CARE NEEDS OF THE COMMUNITY MOST RECENTLY LED OUR MEDICAL STAFF TO RECOGNIZE THE NEED FOR PEDIATRIC EXPERTISE BEYOND THE IMMEDIATE COMMUNITY, AND THE IMPORTANCE OF TREATING CHILDREN CLOSE TO HOME. LGH MEDICAL STAFF FOUND THAT OUT-OF-TOWN MEDICAL TREATMENT (OFTEN IN BOSTON'S MAJOR HOSPITALS) WAS PRESENTING A REAL HARDSHIP FOR THE FAMILIES OF YOUNG CHILDREN FROM LAWRENCE AND THE SURROUNDING COMMUNITIES. AS A RESULT, OUR MOST AMBITIOUS ACCOMPLISHMENT TO DATE, IN SERVING THE YOUNG PATIENTS IN OUR AREA, IS OUR NEW PARTNERSHIP WITH FLOATING HOSPITAL FOR CHILDREN AT TUFTS MEDICAL CENTER. IN AN EFFORT TO EASE THE STRESS AND HARDSHIP OF FAMILIES WITH SICK CHILDREN AND TO PROVIDE THE BEST IN PEDIATRIC CARE, WE NOW HAVE THREE OF THE TOP PEDIATRICIANS FROM BOSTON HERE IN LAWRENCE, 24-HOURS, 7-DAYS A WEEK, 365-DAYS A YEAR IN OUR LGH PEDIATRIC CENTER. THIS PARTNERSHIP ENABLES CHILDREN AT LGH TO BENEFIT DIRECTLY FROM THE EXPERTISE OF HIGHLY-TRAINED PEDIATRIC SPECIALISTS. THEY JOIN OUR ALREADY EXTRAORDINARY AND CARING TEAM OF 20 PEDIATRIC NURSES TO DELIVER A NEW AND EXCITING LEVEL OF PEDIATRIC CARE TO OUR REGION. LAWRENCE GENERAL HAS MANY ENGAGED AND ENTHUSIASTIC PARTNERS IN THE COMMUNITY, AND BY WORKING WITH THE ONES LISTED BELOW (AS WELL AS OTHERS), LAWRENCE GENERAL HOSPITAL IS ABLE TO PROMOTE, FOSTER AND DELIVER IMPROVED HEALTH AND WELLNESS TO THE ENTIRE MERRIMACK VALLEY REGION: AMERICAN CANCER SOCIETY REGIONAL OFFICE AMERICAN RED CROSSBETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC)CARDIOVASCULAR INSTITUTE AT BIDMCCHELMSFORD POLICE DEPARTMENTCITY OF LAWRENCE COMMUNITY VIA PRESS GANEY SURVEY, SOCIAL NETWORKING & SURVEYSCOMMUNITY MEDICAL ASSOCIATES (CMA)DIABETES TODAY COALITIONEDGEWOOD RETIREMENT COMMUNITY PARTNERSHIPELDER SERVICES OF THE MERRIMACK VALLEY, INC.FLOATING HOSPITAL FOR CHILDREN AT TUFTS MEDICAL CENTERMAYOR'S HEALTH TASK FORCE GREATER LAWRENCE FAMILY HEALTH CENTER (GLFHC)GREATER LAWRENCE FAMILY RESIDENCY GROUNDWORK LAWRENCEHOME HEALTH VNAJACKSON LUMBER WORK HEALTH INITIATIVELAWRENCE COMMUNITY WORKSLAWRENCE FIRE DEPARTMENTLAWRENCE GENERAL HOSPITAL AUXILIARY LAWRENCE HIGH SCHOOLLAWRENCE SENIOR CENTERLGH OPERATIONS COUNCIL MEMBERSLGH PATIENT FAMILY ADVISORY COUNCIL (PFAC)MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTHMASSCONNECT COLLABORATORSMEMBERS OF THE HOSPITAL BOARD OF TRUSTEESMERRIMACK COLLEGEMERRIMACK VALLEY COMMUNITY DEVELOPMENT COMMITTEEMERRIMACK VALLEY HEALTH SERVICES/ALLIANCE IMAGINGMERRIMACK VALLEY YMCANOTRE DAME HIGH SCHOOLNORTH ANDOVER PUBLIC SCHOOLSNORTHEAST CENTER FOR HEALTHY COMMUNITIESTAVAH RETIREMENT COMMUNITY PARTNERSHIPTOBACCO FREE COMMUNITY PARTNERSHIPYMCA OF MERRIMACK VALLEY PARTNERSHIPYMCA OF LAWRENCE Part VI, Line 6: NOT APPLICABLE Part VI, Line 7: LAWRENCE GENERAL HOSPITAL IS PART OF LAWRENCE GENERAL HOSPITAL AND AFFILIATES. THERE ARE FOUR AFFILIATES WITHIN THIS SYSTEM, INCLUDING:LGH HEALTH ENTERPRISES, INC. THIS ENTITY IS A FOR-PROFIT MANAGEMENT COMPANY LOCATED IN LAWRENCE, MASSACHUSETTS. THIS ENTITY PROVIDES BILLING AND OTHER MANAGEMENT SERVICES FOR LGH PHYSICIAN ASSOCIATES, INC., WHICH IS ANOTHER AFFILIATE OF LAWRENCE GENERAL HOSPITAL. COMMUNITY MEDICAL ASSOCIATES, INC. THIS ENTITY IS A NOT-FOR-PROFIT PRIMARY CARE PHYSICIAN PRACTICE LOCATED IN LAWRENCE, MASSACHUSETTS. LGH PHYSICIAN ASSOCIATES, PC.THIS ENTITY IS A FOR-PROFIT PHYSICIAN GROUP LOCATED IN LAWRENCE, MASSACHUSETTS. THIS ENTITY PROVIDES WOMEN'S HEALTH IMAGING (MAMMOGRAPHY, BONE DENSITOMITRY AND ULTRASOUNDS) TO THE LOCAL COMMUNITY.LGH CHARITABLE TRUST, INC. THIS ENTITY IS A NOT-FOR-PROFIT CHARITABLE FOUNDATION LOCATED IN LAWRENCE, MASSACHUSETTS. THIS ENTITY ACTS ON BEHALF OF THE HOSPITAL FOR ALL FUNDRAISING INITIATIVES. MA X X X 1 1 0 0 0 0 0 0 0 dianne j anderson 147300 0 0 0 0 0 0 0 4684 0 151984 0 0 0 EDWARD L DUDLEY 264306 0 0 0 0 0 0 0 22950 0 287256 0 0 0 Irving Danesh MD 338481 0 0 0 0 0 0 0 22564 0 361045 0 0 0 NEIL MEEHAN MD 297935 0 0 0 0 0 0 0 24777 0 322712 0 0 0 MARIA DIENHART MD 356854 0 0 0 0 0 0 0 12607 0 369461 0 0 0 PATRICK CURRAN MD 322449 0 0 0 0 0 0 0 5073 0 327522 0 0 0 NORMAN STEIN MD 306649 0 0 0 0 0 8250 0 16020 0 330919 0 0 0 JOSEPH S MCMANUS 589949 0 0 0 2359140 0 0 0 24914 0 2974003 0 2359140 0 GERALD J FOLEY 526877 0 0 0 0 0 0 0 130490 0 657367 0 0 0 Part I, Lines 4a-b: based upon mr. mcmanus' 30 year tenure he accumulated $2.3 million in a 457 deferred compensation plan that was required to be paid to him at the time of his retirement in 2009. Supplemental Information Part III Part II PAYROLL RECORDS ARE FOR THE 1/1/2009/ TO 12/31/2009 CALENDER YEAR. mhefa series m4-a pool 4 bonds 042456011 2009-10-08 18800000 construction of emergency and imaging center 0 0 MHEFA Lease 042456011 2010-08-31 6300000 HIS SYSTEM UPGRADE 0 0 18800000 329959 18470041 2010 0 0 0 1 6300000 6260770 39230 2011 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 gerald foley split dollar life insurance policy X 934500 406114 0 1 1 dianne anderson split dollar life insurance policy X 40875 18484 0 1 1 424598 peter quinlan member of the board of trustees 86000 agency fee 0 matthew a caffery esq member of the board of trustees 13494 legal services 0 michael w morris sr esq member of the board of trustees 56361 legal services 0 eduardo haddad md member of the board of trustees 18262 consultation services 0 Form 990, Part VI, Section B, line 11 FORM 990 IS PREPARED BY THE CONTROLLER OF THE HOSPITAL AND REVIEWED BY THE CFO. THE HOSPITAL'S EXTERNAL ACCOUNTANT ALSO REVIEWS THE FORM 990. ONCE FORM 990 IS COMPLETED, THE FORM AND ALL ITS ACCOMPANYING SCHEDULES ARE MADE AVAILABLE TO THE HOSPITAL'S BOARD OF TRUSTEES VIA A SECURE INTERNET PORTAL FOR REVIEW. THE CONTROLLER AND CFO ARE MADE AVAILABLE TO FACILITATE THE REVIEW AND ANSWER ANY QUESTIONS REGARDING THE FORM THE TRUSTEES MAY HAVE, Form 990, Part VI, Section B, line 12c ON AN ANNUAL BASIS, THE HOSPITAL DISTRIBUTES A CONFLICT OF INTEREST POLICY TO THE BOARD OF TRUSTEES. THE MEMBERS ARE REQUIRED TO DISCLOSE IN WRITING, ANY POTENTIAL CONFLICT THAT THEY ARE AWARE OF. Form 990, Part VI, Section B, line 15 THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. THE COMPENSATION FOR THE CFO AND SENIOR MANAGEMENT IS DETERMINED BY THE CEO AND REVIEWED BY THE BOARD OF TRUSTEES. Form 990, Part VI, Section C, line 18 THE HOSPITAL MAKES ALL DOCUMENTS INCLUDING FORM 990 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. Form 990, Part VI, Section C, line 19 THE HOSPITAL MAKES ALL DOCUMENTS INCLUDING COPIES OF ITS BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. SCHEDULE L, PART II LOANS TO INTERESTED PERSONS Amounts due from current and former officers pertain to split dollar life insurance policies of the respected individuals. These policies were originated at various times during the insured's employment with Lawrence General Hospital. The corresponding policy premiums were funded by the employer as an employee benefit. In accordance with IRS Notice 2002-8, Treasury Regulation 1.61-22 and Treasury Regulation 1.7872-15, these payments require classification as loans due from the insured. These loan balances are reflected on the balance sheet and schedule L at the net present value of premiums paid. The actual balance due is the lower of the discounted cash surrender value or discounted cumulative premiums paid, which totaled $934,500 and $18,484 for Gerald Foley and Dianne Anderson, respectively at September 30, 2010. The above amounts receivable from current and former officers represents Split Dollar Policy agreement loans between the Organization and the individuals. These agreements were put in place at various times during the employee's employment in the Organization. The maturity and repayment of the loans will be at the individuals mortality with the proceeds from a Life Insurance Policy. The Organization utilized the AFR interest rates and the loans are secured by the assignment of the Life insurance benefit on the individual policy. The loans are valued at the lower of the discounted cash surrender value or discounted cumulative premiums paid of the individual's policy. These amounts were reported as Other Assets in prior 990's. lgh charitable trust inc 1 general street lawrence MA 01841 222586814 fund raising MA 501 (c)(3) yes lawrence general hospital COMMUNITY MEDICAL ASSOCIATES INC I GENERAL STREET LAWRENCE MA 01841 272142635 PRIMARY CARE MA 501 (c)(3) YES lgh health enterprises inc 38 prospect street lawrence MA 01841 042869696 HEALTH CARE management MA lawrence general hospital C 1.00000 lgh physician associates pc 30 prospect street lawrence MA 01841 043174041 physican group MA lawrence general hospital C 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 lgh health enterprises N 253076 LGH health enterprises O 1013459 COMMUNITY MEDICAL ASSOCIATES INC N 55248 COMMUNITY MEDICAL ASSOCIATES INC O 100022