Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 10-01-2017 , and ending 09-30-2018
BCheck if applicable:
CName of organization
Lahey Clinic Inc
 
% TIMOTHY O'CONNOR
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
41 Mall Road
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Burlington, MA018050001
D Employer identification number

04-2704683
E Telephone number

G Gross receipts $ 304,916,078
F Name and address of principal officer:
TIMOTHY O'CONNOR
41 Mall Road
Burlington,MA018050001
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.lahey.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1980
M State of legal domicile: MA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: LAHEY CLINIC, INC., in association with TUFTS UNIVERSITY school of medicine, PROVIDES SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES FOR (continued on Schedule O)
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 1,555
6 Total number of volunteers (estimate if necessary) ............. 6 314
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,532,218 10,405,683
9 Program service revenue (Part VIII, line 2g) ......... 279,311,359 293,672,582
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,350,170 143,250
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12,493 -186,284
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 286,206,240 304,035,231
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 288,366,155 303,817,402
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet6,897,294    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 63,783,060 67,178,259
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 352,149,215 370,995,661
19 Revenue less expenses. Subtract line 18 from line 12....... -65,942,975 -66,960,430
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 278,769,254 259,691,959
21 Total liabilities (Part X, line 26)............. 420,367,120 174,138,030
22 Net assets or fund balances. Subtract line 21 from line 20..... -141,597,866 85,553,929
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 324,482,955 including grants of $   ) (Revenue $ 290,117,694 )
LHMC, IS A MULTI-SPECIALTY PHYSICIAN GROUP PRACTICE AND ACADEMIC MEDICAL CENTER THAT OPERATES IN SEVERAL COMMUNITY SITES PROVIDING OUTPATIENT DIAGNOSTIC, THERAPEUTIC, EMERGENCY AND INPATIENT HEALTH CARE SERVICES. LAHEY CLINIC, INC. EMPLOYS OVER 600 PHYSICIANS IN OVER 40 MEDICAL AND SURGICAL SPECIALTIES, INCLUDING PRIMARY CARE. THE PHYSICIANS OF LAHEY CLINIC, INC. PROVIDE TERTIARY CARE IN TWO LICENSED HOSPITAL FACILITIES COMPRISED OF 345 LICENSED BEDS. THE PHYSICIANS AND MEDICAL STAFF OF LHMC. TREAT OVER 949,000 PATIENTS AT THE PHYSICIAN OFFICES; TREAT OVER 66,000 EMERGENCY ROOM PATIENTS; PROVIDE OVER 20,000 SURGICAL PROCEDURES; AND HOSPITAL DISCHARGES OF approximately 24,000 PATIENTS ON AN ANNUAL BASIS.
4b (Code:   ) (Expenses $ 3,968,441 including grants of $   ) (Revenue $ 3,554,888 )
RESEARCH: LAHEY CLINIC, INC.'S PATIENTS ARE PROVIDED ACCESS TO OVER 200 CLINICAL TRIALS ANNUALLY THROUGH AN ACTIVE INSTITUTIONAL REVIEW BOARD (IRB), WHICH PROVIDES THE LATEST IN DRUG THERAPIES AND TECHNOLOGY. THESE INITIATIVES ARE CAREFULLY CONTROLLED TO ENSURE PATIENT SAFETY AND PROPER CONSENT, AND COMPLY WITH ALL STATE AND FEDERAL REGULATIONS AND GUIDELINES.
4c (Code:   ) (Expenses $ 2,162,885 including grants of $   ) (Revenue $ 0 )
EDUCATION: LAHEY CLINIC, INC. IS A MAJOR TEACHING AFFILIATE OF THE TUFTS UNIVERSITY SCHOOL OF MEDICINE, AND, IN THAT CAPACITY, SUPPORTS THE EDUCATION AND TRAINING OF APPROXIMATELY 150 RESIDENTS AND FELLOWS AT A TIME. THE ATTENDING PHYSICIAN STAFF ALSO SUPPORTS A WIDE ARRAY OF CLINICAL EDUCATION AND TRAINING EFFORTS RANGING FROM NURSING, PHARMACY, PHYSICAL THERAPY, LABORATORY MEDICINE, AND THE LATEST ADVANCEMENTS IN RADIOLOGICAL TECHNOLOGY.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet330,614,281
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,555
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MA , NY
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTIMOTHY O'CONNOR41 MALL ROAD   BURLINGTON,MA018050001 (781) 744-5100
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Howard R Grant JD MD......................................................................
Trustee/Officer/President/CEO
 1.0
.................
50.0 		X   X       0 2,662,373 64,084
(2) Richard S D'Agostino MD......................................................................
TRUSTEE/DIVISION CHAIR
 40.0
.................
1.0 		X           651,184 0 69,896
(3) Roger L Jenkins MD......................................................................
TRUSTEE/PHYSICIAN
 40.0
.................
1.0 		X           663,266 0 72,402
(4) Andrew G Villanueva MD......................................................................
Trustee/Chief Quality Officer
 1.0
.................
40.0 		X           0 349,868 50,203
(5) Betsey Crawford MD......................................................................
Trustee/Physician
 40.0
.................
1.0 		X           258,786 0 38,951
(6) Arthur P Mourtzinos MD......................................................................
Trustee/Physician
 40.0
.................
1.0 		X           673,836 0 50,452
(7) Rebecca C Yang MD......................................................................
Trustee thru 4/30/18/Physician
 40.0
.................
1.0 		X           386,234 0 59,248
(8) Eric M Bailey......................................................................
Trustee
 1.0
.................
0.0 		X           0 0 0
(9) Ann Marie Connolly......................................................................
TRUSTEE/CHAIR
 2.0
.................
0.0 		X           0 0 0
(10) James D Irving......................................................................
Trustee
 1.0
.................
0.0 		X           0 0 0
(11) J William Poduska......................................................................
Trustee
 1.0
.................
0.0 		X           0 0 0
(12) Stuart Reese......................................................................
Trustee
 1.0
.................
0.0 		X           0 0 0
(13) Carolyn Ain......................................................................
Trustee
 1.0
.................
0.0 		X           0 0 0
(14) Jane C Edmonds......................................................................
Trustee
 1.0
.................
0.0 		X           0 0 0
(15) Deborah McKenna......................................................................
Trustee THRU 9/10/2018
 1.0
.................
0.0 		X           0 0 0
(16) David Wajsgras......................................................................
Trustee
 1.0
.................
0.0 		X           0 0 0
(17) Edward Eskandarian......................................................................
Trustee
 1.0
.................
0.0 		X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Alice A Hunter MD........................................................................
Trustee/Physician
 40.0
.......................1.0 		X           622,897 0 28,948
(19) Wayne Saltsman MD........................................................................
TRUSTEE/EXOFFICO/PHYSICIAN
 40.0
.......................1.0 		X           286,036 0 33,374
(20) Jayshri Srinivasan MD........................................................................
Trustee ELECT 6/8/18/Physician
 40.0
.......................1.0 		X           427,694 0 64,305
(21) Christine Winger MD........................................................................
Trustee/Physician
 40.0
.......................1.0 		X           475,314 0 76,453
(22) Roger W Crandal........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(23) David Lang........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(24) Joan McArdle........................................................................
Trustee ELECTED 6/8/2018
 1.0
.......................0.0 		X           0 0 0
(25) Linda McGoldrick........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(26) Peter C Nordblom........................................................................
Trustee ELECTED 6/8/2018
 1.0
.......................0.0 		X           0 0 0
(27) Greg Schmergel........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(28) Timothy O'Connor........................................................................
OFFICER/EVP/CFO & TREASURER
 1.0
.......................50.0 		    X       0 651,294 195,884
(29) David G Spackman........................................................................
OFFICER/SVP GOV AFFAIRS/GEN
 1.0
.......................50.0 		    X       0 414,227 51,406
(30) Maryellen Lear........................................................................
OFFICER/DIRECTOR, Legal Suppor
 1.0
.......................40.0 		    X       0 101,568 30,151
(31) Peter R Lloyd........................................................................
OFFICER/VP CORPORATE FINANCE
 1.0
.......................40.0 		    X       0 346,527 61,493
(32) Jeffrey L Marx MD........................................................................
CMO Lahey North
 40.0
.......................1.0 		      X     831,829 0 67,858
(33) Patricia L Roberts MD........................................................................
DEPARTMENT CHAIR SURGERY
 40.0
.......................1.0 		      X     709,108 0 37,666
(34) Michael S Rosenblatt MD........................................................................
CMO Hospital
 40.0
.......................1.0 		      X     479,448 0 67,197
(35) Elizabeth P Conrad........................................................................
SVP Chief HR Office
 1.0
.......................40.0 		      X     0 374,430 60,864
(36) David T Martin MD........................................................................
department chair medicine
 40.0
.......................1.0 		      X     559,282 0 67,462
(37) Nurhan G Kasparyan MD........................................................................
Division Chair
 40.0
.......................1.0 		      X     764,123 0 67,684
(38) Malcolm CreightonMD........................................................................
Dept Chair Hosp Based Clinic
 40.0
.......................1.0 		      X     565,391 0 69,802
(39) Timothy Liesching MD........................................................................
Division Chair
 40.0
.......................1.0 		      X     463,265 0 73,278
(40) David Longworth MD........................................................................
CMO LHMC/PHYSICIAN
 1.0
.......................40.0 		      X     0 692,121 40,486
(41) Denis W Gallagher MD........................................................................
COO Division of Primary Care
 1.0
.......................40.0 		      X     0 355,834 43,510
(42) Efstathios Antoniades........................................................................
VP Division of Medicine
 1.0
.......................40.0 		      X     0 328,754 52,612
(43) Stephen L Demers........................................................................
VP SURGICAL SERVICES
 1.0
.......................40.0 		      X     0 291,284 57,405
(44) Kevin Bennett........................................................................
VP Financial Services
 1.0
.......................40.0 		      X     0 287,950 63,302
(45) William Robertson........................................................................
SVP & Chief Facilities Officer
 1.0
.......................40.0 		      X     0 277,769 58,290
(46) Harold E Lawson........................................................................
SVP Chief Revenue Officer
 1.0
.......................40.0 		      X     0 351,943 70,547
(47) Christoph Wald MD........................................................................
Division Chair/Physician
 40.0
.......................1.0 		      X     635,643 0 62,104
(48) Eric D Berger MD........................................................................
VP Supply Chain
 1.0
.......................40.0 		      X     0 190,103 33,820
(49) Paul J Hesketh MD........................................................................
Physician
 40.0
.......................1.0 		      X     502,282 0 68,809
(50) Zoher Ghogawala MD........................................................................
Division Chair/Physician
 40.0
.......................0.0 		        X   1,079,957 0 167,020
(51) Subu N Magge MD........................................................................
PHYSICIAN
 40.0
.......................0.0 		        X   786,652 0 61,290
(52) Frederic S Resnic MD........................................................................
Division Chair/Physician
 40.0
.......................0.0 		        X   837,170 0 58,502
(53) Alrieza MoinzadehMD........................................................................
Division Chair/Physician
 40.0
.......................0.0 		        X   824,705 0 59,826
(54) Robert Whitmore MD........................................................................
PHYSICIAN
 40.0
.......................0.0 		        X   773,773 0 46,572
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 14,257,875 7,676,045 2,403,156
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet775
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
None - See Schedule O,
 
  		   
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 655,466
d Related organizations1d  
e Government grants (contributions)1e 102,454
f All other contributions, gifts, grants, and similar amounts not included above1f 9,647,763
g Noncash contributions included in lines 1a - 1f:$ 1g 301,684
h Total. Add lines 1a-1f.......MediumBullet 10,405,683
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 621400 262,422,346 262,422,346    
b OTHER PATIENT REVENUES 621400 24,586,701 24,586,701    
c PROGRAM RESTRICTED REVENUE 621400 6,317,671 6,317,671    
d GOVERNMENT GRANTS - RESEARCH 621400 345,864 345,864    
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 293,672,582
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 136,924     136,924
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   4,805 6a
b Less: rental expenses     6b
c Rental income or (loss) 0 4,805 6c
d Net rental income or (loss).......MediumBullet 4,805     4,805
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 689,758 6,326 7a
b Less: cost or other basis and sales expenses 689,758   7b
c Gain or (loss)   6,326 7c
d Net gain or (loss).........MediumBullet 6,326     6,326
8a Gross income from fundraising events (not including $ 655,466of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 191,089
c Net income or (loss) from fundraising events..MediumBullet -191,089   -191,089
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 304,035,231 293,672,582   -43,034
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 0  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 10,987,536 10,987,536    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 258,322,752 252,369,018 1,377,747 4,575,987
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 8,568,410 8,520,805 47,605  
9 Other employee benefits ....... 13,747,395 13,674,107 73,288  
10 Payroll taxes ........... 12,191,309 11,834,388 63,428 293,493
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 5,926   5,926  
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 3,189,773 2,374,282 779,616 35,875
12 Advertising and promotion .... 82,535   82,535  
13 Office expenses ....... 2,025,773 1,146,482 289,925 589,366
14 Information technology ...... 362,161 305,145 57,016  
15 Royalties .. 0      
16 Occupancy ........... 4,609,832 3,665,451 745,395 198,986
17 Travel ............ 2,075,735 1,696,636 317,015 62,084
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 6,071,708 368,050 5,703,658  
23 Insurance ... 10,178,375 10,178,375    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a GENERAL SUPPLIES AND SERVICES 25,606,911 5,290,104 20,316,807  
b MEDICAL SUPPLIES 3,745,977 3,745,842 124 11
c ADMINISTRATIVE & GENERAL 9,223,553 4,458,060 3,624,001 1,141,492
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 370,995,661 330,614,281 33,484,086 6,897,294
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 2,002,400 2 3,231,434
3 Pledges and grants receivable, net ...... 18,728,994 3 19,177,092
4 Accounts receivable, net ............. 17,642,933 4 17,240,190
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 175,670 9 154,702
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,228
b Less: accumulated depreciation 10b   997 10c 3,228
11 Investments—publicly traded securities . 56,123,113 11 62,750,382
12 Investments—other securities. See Part IV, line 11 ..... 7,583,283 12 8,113,268
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 176,511,864 15 149,021,663
16 Total assets. Add lines 1 through 15 (must equal line 33)... 278,769,254 16 259,691,959
Liabilities 17 Accounts payable and accrued expenses ..... 97,432,079 17 104,508,223
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 322,935,041 25 69,629,807
26 Total liabilities. Add lines 17 through 25.. 420,367,120 26 174,138,030
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... -141,597,866 32 85,553,929
33 Total liabilities and net assets/fund balances ........ 278,769,254 33 259,691,959
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
304,035,231
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
370,995,661
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-66,960,430
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
-141,597,866
5
Net unrealized gains (losses) on investments ...............
5
3,288,100
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
290,824,125
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
85,553,929
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Lahey Clinic Inc
 
Employer identification number

04-2704683
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 21,905,192 7,220,751 12,706,960 3,532,218 10,214,594 55,579,715
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose 263,578,755 279,503,245 282,539,824 279,311,359 293,672,582 1,398,605,765
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....           0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge           0
6 Total. Add lines 1 through 5 285,483,947 286,723,996 295,246,784 282,843,577 303,887,176 1,454,185,480
7a Amounts included on lines 1, 2, and 3 received from disqualified persons   5,000,000 150   5,135 5,005,285
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.           0
c Add lines 7a and 7b..   5,000,000 150   5,135 5,005,285
8 Public support. (Subtract line 7c from line 6.) 1,449,180,195
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6... 285,483,947 286,723,996 295,246,784 282,843,577 303,887,176 1,454,185,480
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 318,366 -343,113 -25,565 89,128 141,729 180,545
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 318,366 -343,113 -25,565 89,128 141,729 180,545
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.           0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..           0
13 Total support. (Add lines 9, 10c, 11, and 12.).. 285,802,313 286,380,883 295,221,219 282,932,705 304,028,905 1,454,366,025
14
Section C. Computation of Public Support Percentage
15
15
99.643 %
16
16
97.840 %
Section D. Computation of Investment Income Percentage
17
17
0.012 %
18
18
0.020 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
Lahey Clinic Inc
 
Employer identification number

04-2704683
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
Lahey Clinic Inc
  		Employer identification number
04-2704683
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
Lahey Clinic Inc
  		Employer identification number

04-2704683
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
Lahey Clinic Inc
  		Employer identification number

04-2704683
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Lahey Clinic Inc
 
Employer identification number

04-2704683
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 63,706,597 52,133,159 39,134,131 47,810,141 42,843,926
b Contributions ... 11,550,702 10,144,986 13,391,623 9,303,388 8,699,210
c Net investment earnings, gains, and losses 4,067,048 7,153,644 4,336,124 -2,274,194 3,428,681
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		8,428,614 5,697,434 4,703,222 15,668,216 7,124,230
f Administrative expenses .... 32,083 27,758 25,497 36,988 37,446
g End of year balance ...... 70,863,650 63,706,597 52,133,159 39,134,131 47,810,141
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....   3,228   3,228
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 3,228
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)INTERCOMPANY RECEIVABLES 71,140,609
(2)PROFESSIONAL INSURANCE RECEIV 37,826,836
(3)INVESTMENTS, OTHER 36,132,601
(4)OTHER RECEIVABLES 2,727,844
(5)DEPOSIT INSURANCE RECEIVABLE 1,165,773
(6)OTHER ASSETS 28,000
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 149,021,663
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 69,629,807
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 590,482,133
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -42,366
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 296,703,862
e Add lines 2a through 2d ..................... 2e 296,661,496
3 Subtract line 2e from line 1.................. 3 293,820,637
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 10,214,594
c Add lines 4a and 4b.................... 4c 10,214,594
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 304,035,231
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 370,995,661
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3 370,995,661
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 370,995,661
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4 TEMPORARILY RESTRICTED DONOR FUNDS TO BE USED FOR PATIENT CARE, EDUCATION AND RESEARCH INCLUDING CAPITAL FOR THE AFOREMENTIONED.
PART XI, LINE 2D - OTHER ADJUSTMENTS TRANSFER OF NET ASSETS $282,926,430 PENSION OCI $13,777,432 Total $296,703,862
PART XI, LINE 4B - OTHER ADJUSTMENTS CONTRIBUTIONS TEMP RESTRICTED $10,214,594
Schedule D (Form 990) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Lahey Clinic Inc
 
Employer identification number

04-2704683
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Program Services EYE HEALTH SERVICES 12,094
Central America and the Caribbean 0 0 Program Services SURGICAL PROCEDURES 1,040
Middle East and North Africa 0 0 Program Services OPHTHALMOLOGY EQUIP 121,805
Middle East and North Africa 0 0 Program Services CARDIOLOGY SERVICES 1,615
Middle East and North Africa 0 0 Program Services GYNECOLOGICAL PROC. 769
Middle East and North Africa 0 0 Program Services CARDIAC PROCEDURES 2,378
Sub-Saharan Africa 0 0 Program Services MEDICAL SERVICES 3,418
Sub-Saharan Africa 0 0 Program Services NURSING SERVICES 1,234
Sub-Saharan Africa 0 0 Program Services MEDICAL CARE 1,326
Sub-Saharan Africa 0 0 Program Services SURGICAL SERVICES 2,372
South America 0 0 Program Services CARDIOLOGY SERVICES 3,316
Middle East and North Africa 0 0 Program Services MEDICAL AND HEALTH 168,517
           
           
           
           
           
3a Sub-total .... 0 0 319,884
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 319,884
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
SCHEDULE F, PART 1, LINE 3, COLUMN F EXPENSES ARE CODED IN THE GENERAL LEDGER TO THE GLOBAL OUTReACH PROGRAM.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Lahey Clinic Inc
 
Employer identification number

04-2704683
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

GOLF CLASSIC
(event type) 		(b) Event #2

LADIES NIGHT OU
(event type) 		(c) Other events

1
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
171,480
165,210
318,776
655,466

2
Less: Contributions . . . .
171,480
165,210
318,776
655,466
3 Gross income (line 1 minus
line 2) . . . . . .
 
 
 
 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . . 16,948   1,150 18,098
6 Rent/facility costs . . . . 2,500 5,000   7,500
7 Food and beverages . . . 19,382 22,059   41,441
8 Entertainment . . . .        
9 Other direct expenses . . . 37,807 14,876 71,367 124,050
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 191,089
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -191,089
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
SCHEDULE G, PART II, FUNDRAISING EVENTS THE NET AMOUNT FROM FUNDRAISING EVENTS IS NET OF CHARITABLE CONTRIBUTIONS.
Schedule G (Form 990 or 990-EZ) 2019
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Lahey Clinic Inc
 
Employer identification number

04-2704683
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Howard R Grant JD MD
Trustee/Officer/President/CEO 		(i)

(ii)		  
-------------
1,049,316 		 
-------------
  		 
-------------
1,613,057 		 
-------------
29,298 		 
-------------
34,786 		 
-------------
2,726,457 		 
-------------
 
2Timothy O'Connor
OFFICER/EVP/CFO & TREASURER 		(i)

(ii)		  
-------------
627,294 		 
-------------
  		 
-------------
24,000 		 
-------------
164,200 		 
-------------
31,684 		 
-------------
847,178 		 
-------------
 
3Richard S D'Agostino MD
TRUSTEE/DIVISION CHAIR 		(i)

(ii)		 609,184
-------------
  		 
-------------
  		42,000
-------------
  		36,000
-------------
  		33,896
-------------
  		721,080
-------------
  		 
-------------
 
4Roger L Jenkins MD
TRUSTEE/PHYSICIAN 		(i)

(ii)		 581,693
-------------
  		57,048
-------------
  		24,525
-------------
  		36,000
-------------
  		36,402
-------------
  		735,668
-------------
  		 
-------------
 
5Andrew G Villanueva MD
Trustee/Chief Quality Officer 		(i)

(ii)		  
-------------
292,290 		 
-------------
  		 
-------------
57,578 		 
-------------
36,000 		 
-------------
14,203 		 
-------------
400,071 		 
-------------
 
6Betsey Crawford MD
Trustee/Physician 		(i)

(ii)		 195,320
-------------
  		39,466
-------------
  		24,000
-------------
  		35,206
-------------
  		3,745
-------------
  		297,737
-------------
  		 
-------------
 
7Arthur P Mourtzinos MD
Trustee/Physician 		(i)

(ii)		 601,736
-------------
  		53,500
-------------
  		18,600
-------------
  		19,056
-------------
  		31,396
-------------
  		724,288
-------------
  		 
-------------
 
8Rebecca C Yang MD
Trustee thru 4/30/18/Physician 		(i)

(ii)		 328,634
-------------
  		33,600
-------------
  		24,000
-------------
  		31,284
-------------
  		27,964
-------------
  		445,482
-------------
  		 
-------------
 
9David G Spackman
OFFICER/SVP GOV AFFAIRS/GEN 		(i)

(ii)		  
-------------
384,686 		 
-------------
12,900 		 
-------------
16,641 		 
-------------
25,884 		 
-------------
25,522 		 
-------------
465,633 		 
-------------
 
10Peter R Lloyd
OFFICER/VP CORPORATE FINANCE 		(i)

(ii)		  
-------------
322,527 		 
-------------
  		 
-------------
24,000 		 
-------------
36,000 		 
-------------
25,493 		 
-------------
408,020 		 
-------------
 
11Zoher Ghogawala MD
Division Chair/Physician 		(i)

(ii)		 905,957
-------------
  		150,000
-------------
  		24,000
-------------
  		125,884
-------------
  		41,136
-------------
  		1,246,977
-------------
  		 
-------------
 
12Jeffrey L Marx MD
CMO Lahey North 		(i)

(ii)		 669,236
-------------
  		114,993
-------------
  		47,600
-------------
  		36,000
-------------
  		31,858
-------------
  		899,687
-------------
  		 
-------------
 
13Patricia L Roberts MD
DEPARTMENT CHAIR SURGERY 		(i)

(ii)		 666,608
-------------
  		500
-------------
  		42,000
-------------
  		36,000
-------------
  		1,666
-------------
  		746,774
-------------
  		 
-------------
 
14Michael S Rosenblatt MD
CMO Hospital 		(i)

(ii)		 413,357
-------------
  		23,531
-------------
  		42,560
-------------
  		36,000
-------------
  		31,197
-------------
  		546,645
-------------
  		 
-------------
 
15Elizabeth P Conrad
SVP Chief HR Office 		(i)

(ii)		  
-------------
350,430 		 
-------------
  		 
-------------
24,000 		 
-------------
29,296 		 
-------------
31,568 		 
-------------
435,294 		 
-------------
 
16Subu N Magge MD
PHYSICIAN 		(i)

(ii)		 675,035
-------------
  		58,480
-------------
  		53,137
-------------
  		31,284
-------------
  		30,006
-------------
  		847,942
-------------
  		 
-------------
 
17David T Martin MD
department chair medicine 		(i)

(ii)		 525,407
-------------
  		9,875
-------------
  		24,000
-------------
  		36,000
-------------
  		31,462
-------------
  		626,744
-------------
  		 
-------------
 
18Alice A Hunter MD
Trustee/Physician 		(i)

(ii)		 532,797
-------------
  		35,920
-------------
  		54,180
-------------
  		3,600
-------------
  		25,348
-------------
  		651,845
-------------
  		 
-------------
 
19Wayne Saltsman MD
TRUSTEE/EXOFFICO/PHYSICIAN 		(i)

(ii)		 243,517
-------------
  		 
-------------
  		42,519
-------------
  		 
-------------
  		33,374
-------------
  		319,410
-------------
  		 
-------------
 
20Jayshri Srinivasan MD
Trustee ELECT 6/8/18/Physician 		(i)

(ii)		 401,069
-------------
  		2,625
-------------
  		24,000
-------------
  		34,698
-------------
  		29,607
-------------
  		491,999
-------------
  		 
-------------
 
21Christine Winger MD
Trustee/Physician 		(i)

(ii)		 381,277
-------------
  		51,637
-------------
  		42,400
-------------
  		36,000
-------------
  		40,453
-------------
  		551,767
-------------
  		 
-------------
 
22Nurhan G Kasparyan MD
Division Chair 		(i)

(ii)		 663,716
-------------
  		66,230
-------------
  		34,177
-------------
  		36,000
-------------
  		31,684
-------------
  		831,807
-------------
  		 
-------------
 
23Malcolm CreightonMD
Dept Chair Hosp Based Clinic 		(i)

(ii)		 470,526
-------------
  		52,865
-------------
  		42,000
-------------
  		36,000
-------------
  		33,802
-------------
  		635,193
-------------
  		 
-------------
 
24Timothy Liesching MD
Division Chair 		(i)

(ii)		 338,090
-------------
  		100,575
-------------
  		24,600
-------------
  		31,284
-------------
  		41,994
-------------
  		536,543
-------------
  		 
-------------
 
25David Longworth MD
CMO LHMC/PHYSICIAN 		(i)

(ii)		  
-------------
648,038 		 
-------------
  		 
-------------
44,083 		 
-------------
29,298 		 
-------------
11,188 		 
-------------
732,607 		 
-------------
 
26Denis W Gallagher MD
COO Division of Primary Care 		(i)

(ii)		  
-------------
331,184 		 
-------------
250 		 
-------------
24,400 		 
-------------
29,298 		 
-------------
14,212 		 
-------------
399,344 		 
-------------
 
27Efstathios Antoniades
VP Division of Medicine 		(i)

(ii)		  
-------------
315,190 		 
-------------
  		 
-------------
13,564 		 
-------------
19,056 		 
-------------
33,556 		 
-------------
381,366 		 
-------------
 
28Stephen L Demers
VP SURGICAL SERVICES 		(i)

(ii)		  
-------------
269,325 		 
-------------
500 		 
-------------
21,459 		 
-------------
25,884 		 
-------------
31,521 		 
-------------
348,689 		 
-------------
 
29Kevin Bennett
VP Financial Services 		(i)

(ii)		  
-------------
263,950 		 
-------------
  		 
-------------
24,000 		 
-------------
36,000 		 
-------------
27,302 		 
-------------
351,252 		 
-------------
 
30William Robertson
SVP & Chief Facilities Officer 		(i)

(ii)		  
-------------
266,329 		 
-------------
  		 
-------------
11,440 		 
-------------
25,884 		 
-------------
32,406 		 
-------------
336,059 		 
-------------
 
31Harold E Lawson
SVP Chief Revenue Officer 		(i)

(ii)		  
-------------
321,176 		 
-------------
  		 
-------------
30,767 		 
-------------
29,298 		 
-------------
41,249 		 
-------------
422,490 		 
-------------
 
32Christoph Wald MD
Division Chair/Physician 		(i)

(ii)		 506,043
-------------
  		100,000
-------------
  		29,600
-------------
  		27,870
-------------
  		34,234
-------------
  		697,747
-------------
  		 
-------------
 
33Eric D Berger MD
VP Supply Chain 		(i)

(ii)		  
-------------
181,687 		 
-------------
  		 
-------------
8,416 		 
-------------
  		 
-------------
33,820 		 
-------------
223,923 		 
-------------
 
34Paul J Hesketh MD
Physician 		(i)

(ii)		 477,682
-------------
  		 
-------------
  		24,600
-------------
  		36,000
-------------
  		32,809
-------------
  		571,091
-------------
  		 
-------------
 
35Frederic S Resnic MD
Division Chair/Physician 		(i)

(ii)		 665,395
-------------
  		129,775
-------------
  		42,000
-------------
  		25,884
-------------
  		32,618
-------------
  		895,672
-------------
  		 
-------------
 
36Alrieza MoinzadehMD
Division Chair/Physician 		(i)

(ii)		 699,349
-------------
  		96,434
-------------
  		28,922
-------------
  		27,870
-------------
  		31,956
-------------
  		884,531
-------------
  		 
-------------
 
37Robert Whitmore MD
PHYSICIAN 		(i)

(ii)		 673,267
-------------
  		64,506
-------------
  		36,000
-------------
  		15,642
-------------
  		30,930
-------------
  		820,345
-------------
  		 
-------------
 
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
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 I, Line 4b As required by this Form 990, Schedule J, Compensation Information, the compensation detail included in Lahey Clinic's (LC) Form 990 for the fiscal year ended September 30, 2018 is calendar year 2017 detail. During the 2017 calendar year, Lahey Health System, Inc. and related organizations were participating employers in the Lahey Clinic 457(f) Non-Qualified Contribution Plan and the Lahey Clinic 457(b) retirement Savings Plan. Pursuant to these plans, eligible employees received certain retirement benefits and/or could defer part of their compensation. Under the definitions to this Form 990, these plans are considered supplemental non-qualified retirement plans. Amounts deferred by participants or received by participants and related to these plans are included in Form 990 Schedule J, Part II, Column B(iii), Other Reportable Compensation and/or Form 990, Schedule J, Part II, Column C, Deferred Compensation in accordance with the instructions to this Form 990. Lahey Clinic 457(f) Non-Qualified Defined Contribution Plan: For the period covered by this filing Mr. Timothy OConnor served as Executive Vice President, Chief Financial Officer, and Treasurer of the entities listed below and during the 2017 calendar year he received a $128,000 employer contribution to his 457f plan. This amount has been reported in Form 990, Schedule J, Part II, Column C, Deferred Compensation in accordance with the instructions to this Form 990. As of December 31, 2017, that amount was unvested. - Lahey Health System, Inc. - Lahey Clinic Foundation, Inc. - Lahey Clinic Hospital, Inc. - Lahey Clinic, Inc. - Lahey Health Shared Services, Inc. - Lahey Physician Community Organization I, Inc. - Northeast Hospital Corporation - Northeast Medical Practice, Inc. - Northeast Health System, Inc. - Northeast Senior Health Corporation, - Northeast Professional Registry of Nurses, Inc. - Northeast Behavioral Health Corporation - CAB Health and Recovery Services, Inc. - Health and Education Housing Services, Inc. - Seacoast Nursing and Rehabilitation Center, Inc. - Addison Gilbert Society, Inc. - Winchester Healthcare Management, Inc. - Winchester Hospital - Winchester Hospital Foundation, Inc. For the period covered by this filing, Dr. Zoher Ghogawala served as Division Chair of Neurosurgery and Physician during the 2017 calendar year he received a $100,000 employer contribution to his 457f plan. This amount has been reported in Form 990, Schedule J, Part II, Column C, Deferred Compensation in accordance with the instructions to this Form 990. As of December 31, 2017, that amount was unvested. For the period covered by this filing, Dr. Howard Grant served as President, Chief Executive Officer and Trustee (Ex-Officio) for the entities listed below. Other Reportable Compensation for Dr. Grant includes $1,570,457 related to a 457f benefit. This amount represents a retirement benefit that was earned and accrued, although not vested, over a six year period. The benefit contained a cliff vesting provision which was achieved in 2017. As required by Form 990, employer contributions for prior reporting periods were reported as deferred compensation in each previous year as accrued, even though when reported as deferred compensation the amounts were not vested. Those amounts are reported again in this filing as Other Reportable Compensation as required. - Lahey Health System, Inc. - Lahey Clinic Foundation, Inc. - Lahey Clinic Hospital, Inc. - Lahey Clinic, Inc. - Lahey Health Shared Services, Inc. - Lahey Physician Community Organization I, Inc. - Northeast Hospital Corporation - Northeast Medical Practice, Inc. - Northeast Health System, Inc. - Northeast Senior Health Corporation, - Northeast Professional Registry of Nurses, Inc. - Northeast Behavioral Health Corporation - CAB Health and Recovery Services, Inc. - Health and Education Housing Services, Inc. - Seacoast Nursing and Rehabilitation Center, Inc. - Addison Gilbert Society, Inc. - Winchester Healthcare Management, Inc. - Winchester Hospital - Winchester Hospital Foundation, Inc. Lahey Clinic 457(b) Retirement Savings Plan: As noted above, Lahey Health System, Inc. and related organizations were participating employers in the Lahey Clinic 457(b) Retirement Savings Plan. During the period covered by this filing, eligible employees were entitled to defer a portion of their income pursuant to this plan. This plan is completely employee funded. Employees listed in this Form 990 Part VII and Schedule J and who participated in this plan during the 2017 calendar year are listed below with the amounts deferred. In accordance with the instructions to this Form 990, these amounts have been included in Other Reportable Income for each employee listed here. Dr. Howard Grant, see above for titles and responsible legal entities; Amount deferred $18,000 Dr. Richard DAgostino, Trustee, Division Chair of Cardiovascular and Thoracic Surgery and Physician; Amount deferred $18,000 Dr. Andrew Villanueva, Trustee, Chief Quality Officer and Physician; Amount deferred $18,000 Dr. Alice Hunter, Trustee and Physician; Amount deferred $18,000 Dr. Wayne Saltsman, Trustee (Ex-Offico) and Physician; Amount deferred $18,000 Dr. Christine Winger, Trustee and Physician; Amount deferred $18,000 Dr. Jeffrey Marx, Chief Medical Officer Lahey Hospital & Medical Center North and Physician; Amount deferred $18,000 Dr. Patricia Roberts, Department Chair of Surgery and Physician; Amount deferred $18,000 Dr. Michael Rosenblatt, Chief Medical Officer Lahey Hospital & Medical Center Burlington and Physician; Amount deferred $18,000 Dr. Malcolm Creighton, Department Chair of Medicine and Physician; Amount deferred $18,000 Dr. David Longworth, Chief Medical Officer Lahey Hospital & Medical Center and Physician; Amount deferred $18,000
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 not limited to, the organization meeting its corporate goals, financial performance measures and quality measures (such as parent satisfaction and quality of care).
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.
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Lahey Clinic Inc
 
Employer identification number

04-2704683
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) LAHEY CLINIC INSURANCE COM 2 TRUSTEES/1 OFFICE   NET CLAIMS    
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Sch L, Part IV, Business Transactions Involving Interested Persons: (a) Name of Person: LAHEY CLINIC INSURANCE COMPANY LTD (b) Relationship Between Interested Person and Organization: 2 TRUSTEES/1 OFFICER ON BOARD (c) Amount of Transaction $ (d) Description o (d) Description of Transaction: NET CLAIMS (e) Sharing of Organization Revenues? = No
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Lahey Clinic Inc
 
Employer identification number

04-2704683
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 1 1,800 COST
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 7 185,484 high-low average
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Surgical Equipment ) X 1 4,500 COST
26 Other Right pointing arrow large image ( Event Products ) X 5 9,900 COST
27 Other Right pointing arrow large image ( Security Software ) X 1 100,000 COST
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Lahey Clinic Inc
 
Employer identification number

04-2704683
Return Reference Explanation
Form 990, Part I, Line 1, and Part III, Line 1: LAHEY CLINIC, INC., in association with TUFTS UNIVERSITY school of medicine, PROVIDES SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES FOR EVERY PATIENT. AS ONE OF THE WORLD'S PREMIER HEALTH CARE ORGANIZATIONS, LAHEY CLINIC, INC. AIMS TO EXCEED EACH DAY ITS PATIENT'S HIGH EXPECTATIONS FOR SERVICE AND ADVANCE MEDICINE THROUGH RESEARCH. LAHEY CLINIC, INC. IS COMMITTED TO IMPROVING THE HEALTH AND QUALITY OF LIFE OF COMMUNITY RESIDENTS BY SUPPORTING LOCAL ORGANIZATIONS ALIGNED WITH THIS MISSION.
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.
FORM 990, PART VI, SECTION A, LINE 6, LINE 7A & 7B: LAHEY HOSPITAL & MEDICAL CENTER ("LHMC") CONSISTS OF THREE NON-PROFIT CORPORATIONS, LAHEY CLINIC FOUNDATION, INC. (EIN# 04-2323457), LAHEY CLINIC HOSPITAL, INC. (EIN# 04-2704686), AND LAHEY CLINIC, INC. (EIN# 2704683). ALL THREE CORPORATIONS ARE TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). LAHEY CLINIC FOUNDATION, INC. IS THE SOLE CORPORATE MEMBER OF LAHEY CLINIC HOSPITAL, INC. AND LAHEY CLINIC, INC. LAHEY CLINIC, INC. IS THE SOLE CORPORATE MEMBER OF CONCORD SPECIALISTS, LLC. THE BOARD OF TRUSTEES (GOVERNING BODY) AND CORPORATE OFFICERS FOR LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC HOSPITAL, INC. AND LAHEY CLINIC, INC. CONSISTS OF THE EXACT SAME MEMBERS. LAHEY HEALTH SYSTEM AND BETH ISRAEL DEACONESS MEDICAL CENTER, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, INC., SEACOAST REGIONAL HEALTH SYSTEMS, INC. (PARENT CORPORATION TO ANNA JAQUES HOSPITAL) AND BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC OFFICIALLY MERGED ON MARCH 1, 2019 AFTER RECEIVING APPROVAL FROM THE MASSACHUSETTS ATTORNEY GENERAL AND THE FEDERAL TRADE COMMISSION. EFFECTIVE MARCH 1, 2019 BETH ISRAEL LAHEY HEALTH BECAME THE SOLE MEMBER OF LAHEY CLINIC, INC.
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. PRIOR TO THE FILING DATE, A DRAFT OF THE IRS FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA A SECURED WEBSITE. IN ADDITION, THE FINAL FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA THE SAME SECURED WEBSITE.
FORM 990, PART VI, SECTION B, LINE 12c: ALL OFFICERS, TRUSTEES, KEY EMPLOYEES, PHYSICIANS AND MANAGEMENT EMPLOYEES AT ALL LEVELS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE LHS CORPORATE COMPLAICE DEPARTMENT MONITORS AND REVIEWS EACH DISCLOSURE FOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE CORPORATE COMPLIANCE DEPARTMENT MONITORS CONFLICTS OF INTEREST THROUGH DISCLOSURE SOFTWARE, TRAINING, AND INDIVIDUAL REVIEWS WITH PHYSICIANS, KEY EMPLOYEES, AND MANAGERS. DEPENDING ON THE CONFLICT OF INTEREST: A PERSON COULD BE ASKED TO NOT PARTICIPATE IN DECISIONS MADE ON BEHALF OF THE LAHEY HEALTH SYSTEM, INC. AND AFFILIATES; A PERSON MADE BE TOLD THAT THEY CANNOT BE A PRINCIPAL INVESTIGATOR ON A RESEARCH STUDY; A PERSON MAY BE TOLD THAT THEY CANNOT PERFORM THE TASK THAT CREATES THE CONFLICT; A PERSON COULD BE ASKED TO REMOVE THEMSELVES FROM A COMMITTEE.
FORM 990, PART VI, SECTION b, LINE 14: LAHEY HEALTH SYSTEM, INC. AND AFFILIATES HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY KNOWN AS THE "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS". THE REVISED "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS" POLICY WAS APPROVED BY THE MEDICAL PRACTICE AND UTILIZATION COMMITTEE ON JULY 26, 2012.
FORM 990, PART VI, SECTION B, LINE 15A & 15B: INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES COMPRISE THE COMPENSATION COMMITTEE. THE COMMITTEE SETS THE COMPENSATION AND BENEFITS FOR THE CEO AND ALSO REVIEWS AND APPROVES RECOMMENDATIONS FOR THE COMPENSATION AND BENEFITS FOR THE DISQUALIFIED INDIVIDUALS AND OTHERS. THE COMMITTEE SEEKS THE ADVICE OF THE EXTERNAL COMPENSATION CONSULTANTS. COMPARABILITY DATA IS PROVIDED, ANALYZED, AND DOCUMENTATED BY THE EXTERNAL CONSULTANTS. THE LHS SENIOR VP AND CHIEF HUMAN RESOURCES OFFICER PROVIDES THE COMMITTEE WITH ANY REQUESTED INFORMATION. THE COMMITTEE MET SEVERAL TIMES THIS YEAR.
FORM 990, PART VI, SECTION B, LINE 16B: THE ORGANIZATION NEGOTIATES ARRANGEMENTS TO INCLUDE TERMS AND SAFEGUARDS TO ENSURE THAT THE ORGANIZATION'S EXEMPT STATUS IS PROTECTED. FROM A LEGAL PERSPECTIVE, IN-HOUSE LEGAL COUNSEL, WITH THE INPUT OF EXTERNAL LEGAL COUNSEL, REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. FROM A FINANCIAL PERSPECTIVE, LHS'S FINANCE MANMAGEMENT TEAM REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. BOTH REVIEWS TAKE PLACE BEFORE LAHEY HEALTH SYSTEM, INC. AND AFFILIATES ENTERS INTO ANY SUCH AGREEMENT.
FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND OTHER COMPLIANCE POLICIES ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE. IN ADDITION, THE ORGANIZATION PRESENTS FINANCIAL INFORMATION TO THE PUBLIC AS AN ATTACHMENT TO ITS MASSACHUSETTS OFFICE OF THE ATTORNEY GENEERAL FORM PC.
FORM 990, PART VII, SECTION A: LAHEY HEALTH SYSTEM, INC. AND ITS RELATED ORGANIZATIONS DO NOT COMPENSATE ANY TRUSTEE OR OFFICER IN THEIR CAPACITY AS A TRUSTEE AND/OR OFFICER. ALL COMPENSATION PAID IS FOR WORK PERFORMED IN THE EMPLOYEE'S JOB TITLE, WHICH IS LISTED ON FORM 990, PART VII DIRECTLY FOLLOWING THE TITLE OF TRUSTEE AND/OR OFFICER.
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. AND ITS 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 VII, PART IX, AND SCHEDULE J: BENEFIT, AND PENSION EXPENSES FOR TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF LAHEY CLINIC, INC. ARE PAID BY LAHEY CLINIC FOUNDATION, INC. AS THE PARENT COMPANY OF LAHEY CLINIC HOSPITAL, INC., AND LAHEY CLINIC, INC., LAHEY CLINIC FOUNDATION, INC. ALLOCATES ALL OF THE AFOREMENTIONED EXPENSES TO ITS RELATED ORGANIZATIONS. THE RELATED ORGANIZATIONS THEN REIMBURSE LAHEY CLINIC FOUNDATION, INC.
FORM 990, PART XI, LINE 9, OTHER CHANGES IN NET ASSETS: TRANSFER OF NET ASSETS 282,926,430 PENSION PLAN CHANGES 13,777,432 NET ASSETS RELEASED FROM RESTRICTIONS (8,749,161) NET ASSETS RELEASED FROM RESTRICTIONS FOR PP&E (1,214,673) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 4,084,097 ------------ TOTAL TO FORM 990, PART XI, LINE 9 290,824,125
FORM 990, Part IV, Line 11f; and SCHEDULE D, PART X, LINE 2: THE ORGANIZATION'S FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Lahey Clinic Inc
 
Employer identification number

04-2704683
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) CONCORD SPECIALIST LLC
41 mall Road
burlington,MA01805
35-2181829 		HEALTHCARE MA     LC INC
 










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Lahey health system inc
41 mall road

burlington,MA01805
61-1665701 		support MA 501(C) (3) 12C N/A
 
No
(2)Lahey Clinic Foundation Inc
41 mall road

burlington,MA01805
04-2323457 		Support MA 501(C) (3) 12A LHS
 
 
No
(3)lahey clinic hospital inc
41 mall road

burlington,MA01805
04-2704686 		Healthcare MA 501(C) (3) 3 lcf
 
 
No
(4)lahey health shared services inc
41 mall road

burlington,MA01805
04-3178972 		ADMIN SUPPORT MA 501(C) (3) 10 LHS
 
 
No
(5)lahey physician community organizat
41 mall road

burlington,MA01805
47-2248298 		healthcare MA 501(C) (3) 10 lhs
 
 
No
(6)WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVENUE

WINCHESTER,MA01890
22-2701817 		MGMT SERVICES MA 501(C) (3) 12A LHS
 
 
No
(7)WINCHESTER HOSPITAL FOUNDATION INC
41 HIGHLAND AVENUE

WINCHESTER,MA01890
04-3399570 		SUPPORT MA 501(C) (3) 12A WHM
 
 
No
(8)WINCHESTER HOSPITAL
41 HIGHLAND AVENUE

WINCHESTER,MA01890
04-2104434 		HEALTHCARE MA 501(C) (3) 3 WHM
 
 
No
(9)WINCHESTER COMMUNITY ACCT CARE ORG
41 HIGHLAND AVENUE

WINCHESTER,MA01890
22-3137856 		ACO   501(C) (3) 12A WHM
 
 
No
(10)NORTHEAST HOSPITAL CORPORATION
85 HERRICK STREET

BEVERLY,MA01915
04-2121317 		HEALTHCARE MA 501(C) (3) 3 LHS
 
 
No
(11)NORTHEAST MEDICAL PRACTICE
85 HERRICK STREET

BEVERLY,MA01915
04-3201853 		HEALTHCARE MA 501(C) (3) 10 NHC
 
 
No
(12)NORTHEAST BEHAVIORAL HEALTH CORPORATION
199 ROSEWOOD DRIVE SUITE 250

DANVERS,MA01923
04-2777145 		HEALTHCARE MA 501(C) (3) 7 LHS
 
 
No
(13)HES HOUSING SERVICES INC
199 ROSEWOOD DRIVE SUITE 250

DANVERS,MA01923
22-3232914 		HUD HOUSING MA 501(C) (3) 10 NBH
 
 
No
(14)CAB HEALTH & RECOVERY SERVICES INC
199 ROSEWOOD DRIVE SUITE 250

DANVERS,MA01923
04-2400270 		SUBSTANCE ABU MA 501(C) (3) 10 NBH
 
 
No
(15)NORTHEAST SENIOR HEALTH CORPORATION
85 HERRICK STREET

BEVERLY,MA01915
04-2731137 		HEALTHCARE MA 501(C) (3) 10 LHS
 
 
No
(16)NORTHEAST PROF REGISTRY OF NURSES
800 CUMMINGS CENTER

BEVERLY,MA01915
20-1287349 		HEALTHCARE MA 501(C) (3) 10 NSH
 
 
No
(17)SEACOAST NURSING & REHABILITATION CENTER
300 WASHINGTON STREET

GLOUCESTER,MA01930
04-1305001 		HEALTHCARE MA 501(C) (3) 10 LHS
 
 
No
(18)ADDISON GILBERT SOCIETY INC
41 MALL ROAD

BURLINGTON,MA01805
46-4371382 		SUPPORT MA 501(C) (3) 7 LHS
 
 
No
(19)NORTHEAST HEALTH SYSTEM INC
85 HERRICK STREET

BEVERLY,MA01915
04-3240453 		SUPPORT MA 501(C) (3) 12C LHS
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Lahey Clinic Insurance Co LTD

PO Box HM 2450
Hamilton,Bermuda  
BD
Insurance BD LHS Inc
  		Corp         No
(2) Winchester Healthcare Enterprises

41 Highland Avenue
Winchester,MA01890
04-2932059 		Healthcare MA WHM Inc
  		Corp         No
(3) Winchester Physician Associates In

41 Highland Avenue
winchester,MA01890
04-3262963 		Physician MA WHM Inc
  		Corp         No
(4) Northeast Propietary Corporation

85 Herrick Street
Beverly,MA01915
04-2855191 		Medical Se MA NHS Inc
  		Corp         No
(5) Perpetual Trusts (9)

41 Mall Road
Burlington,MA01805
 Support MA See VII
  		Trust 1,212,992 21,349,557     No
(6) REMAINDER TRUSTS (16)

41 MALL ROAD
BURLINGTON,MA01805
 SUPPORT MA SEE VII
  		TRUST 341,910 6,715,118     No
(7) POOLED INCOME FUNDS (3)

41 MALL ROAD
BURLINGTON,MA01805
 SUPPORT MA SEE VII
  		TRUST 12,695 900,091     No
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
FORM 990, SCHEDULE R, PART IV Northeast Hospital Corporation, Lahey Clinic Foundation, Inc. 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 sixteen remainder trusts. The remainder trusts are domiciled in Massachusetts, New Hampshire, Delaware, 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.
Schedule R (Form 990) 2019

Additional Data


Software ID:  
Software Version: