Form990


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)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 10-01-2022 , and ending 09-30-2023
BCheck if applicable:
CName of organization
Exeter Hospital Inc
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
5 Alumni Drive
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Exeter, NH03833
D Employer identification number

22-2674014
E Telephone number

G Gross receipts $ 380,825,240
F Name and address of principal officer:
Debra Cresta
5 Alumni Drive
Exeter,NH03833
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.exeterhospital.com
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: 1907
M State of legal domicile: NH
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: The mission of Exeter Hospital is to improve the health of the community. (See Schedule O) This mission will be accomplished without compromising Exeter Hospital's sustainability principally by the provision of health services and information to the community in collaboration with Exeter Health Resources' other affiliates which share this mission.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 1,936
6 Total number of volunteers (estimate if necessary) ............. 6 13
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 222,344
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 4,635
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,739,069 2,242,742
9 Program service revenue (Part VIII, line 2g) ......... 303,068,140 313,032,596
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 13,271,842 4,253,315
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 80,209 51,911
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 319,159,260 319,580,564
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 546,714 550,364
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) 133,748,240 135,697,875
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 94,374
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet94,374    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 169,302,815 171,220,623
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 303,597,769 307,563,236
19 Revenue less expenses. Subtract line 18 from line 12....... 15,561,491 12,017,328
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 282,631,034 257,188,839
21 Total liabilities (Part X, line 26)............. 78,044,792 77,598,435
22 Net assets or fund balances. Subtract line 21 from line 20..... 204,586,242 179,590,404
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
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Signature of officer Date
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Type or print name and title
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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 (2021)
Form 990 (2021)
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: The mission of Exeter Hospital is to improve the health of the community. (Continued on Schedule O) This mission will be accomplished without compromising Exeter Hospital's sustainability principally by the provision of health services and information to the community in collaboration with Exeter Health Resources' other affiliates which share this mission.Exeter Hospital works to accomplish this mission through the provision of comprehensive medical and surgical health care services including, but not limited to breast health, maternal/infant and reproductive medicine, cardiovascular, gastroenterology, sleep medicine, occupational and employee health, oncology, orthopedics and emergency care services.
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 $ 264,417,551 including grants of $ 550,364 ) (Revenue $ 312,897,981 )
In fiscal year 2023, Exeter Hospital served the community by providing care to 4,926 acute inpatients, 223,939 outpatient visits, 28,536 emergency room visits and 557 births. In 2023, Exeter Hospital supported its mission by providing $9,124,868 in community outreach, benefits and financial assistance to the community excluding $74,233,184 in uncovered Medicare and Medicaid expenses. Exeter Hospital supports health care access in its service area by offering a robust financial assistance program that covers the cost of 100% of care provided to area residents based on income and family size. In 2023, the charity care program helped people access the health system as Exeter Hospital incurred a cost of $588,467 to provide financial assistance. (Continued on Schedule O)In addition we provide support to vital community programs like our Healthreach Diabetes and Paramedicine programs and for providing access to contracted mental health professionals in our emergency room. We also supported access to the health system and the development of healthy life styles through our community education programs and our financial support of important healthcare related community based not for profits. Exeter Hospital's acute care program provides acute inpatient and outpatient observation level care in our 99 staffed inpatient beds. Our inpatient services treat emergent, acute, elective surgical and palliative care patients. Approximately 86% of our admissions come from the emergency department. We offer inpatient acute services for medical and surgical diagnoses for adults as well as pediatric and obstetrical inpatient services. Exeter Hospital is fully accredited by DNV Healthcare, Inc. (an officially deemed Medicare and Medicaid Credentialing agency), and has twice earned the Magnet designation from the American Nurses Credentialing Center, which is the most prestigious distinction a healthcare organization can receive for nursing excellence and high quality patient care as well as many other service level specific national accreditations. Our practice model is guided by a series of collaborative Best Practice Committees that engage nurses and physicians in the development of the best possible evidence based care protocols. Exeter Hospital supports the safety of our patients and the efficiency of the care provided through the deployment of a 24/7 Hospitalist program that manages the majority of the medical needs of our patients during their admission. In our 10 bed ICU we also use an intensivist service to ensure that our most acute patients receive the most highly coordinated care possible, resulting in significantly lower than expected infection rates, ICU readmission rates and shorter ICU stays. For our patients at the end of their lives we ensure their safety and comfort through a physician led, highly coordinated palliative care program.Exeter Hospital's Surgical program provides a full range of both inpatient and outpatient surgical services for patients of all ages from across our service area. Available surgical specialties include; orthopedics, general, ENT, gynecological, urological, plastics, ophthalmologic and vascular. The Center for Cancer Care at Exeter Hospital provides cancer patients and their families with comprehensive inpatient and outpatient services. Accredited by the American College of Surgeon's Commission on Cancer with commendation, the Center provides area residents with a leading, comprehensive approach to cancer treatment. The Center offers medical oncology, radiation oncology, surgery, clinical trials, multidisciplinary clinics and integrative oncology services. The Center is proud to have a relationship with the Massachusetts General Physician Organization for the provision of medical and radiation oncology services to patients. The medical oncology service supports 13 treatment areas. This unique clinical collaboration brings radiation oncologists from the world's leading academic medical center to Exeter Hospital's Center for Cancer Care. This affiliation allows Exeter Hospital's Center for Cancer Care to offer state-of-the-art radiation therapy services to patients including: CT Simulation, Partial Breast Irradiation, Image Guided Radiation Therapy, Intensity Modulated Radiation Therapy, and Breath Hold Technique for Breast Cancer Treatment and Linear Accelerator delivered treatments. The Center's affiliated surgeons work collaboratively with affiliated pathologists, the medical oncologists and with the radiation oncologists to develop the most comprehensive treatment plans for our patients.Exeter Hospital's Cardiology Department was awarded the Cardiac Cath Lab Accreditation with PCI by the American College of Cardiology offers acute cardiac care, heart catheterization, angioplasty, angiography, implanted cardioverter defibrillators, permanent pacemaker placement and a three phase cardiac rehabilitation program. Exeter Hospital's affiliated fellowship-trained interventional cardiologists and its cardiac team have received international recognitions for their ongoing successful use of emergency angioplasty and interventional cardiology procedures.In addition to Exeter Hospital's program service accomplishments described above, the Beth Israel Lahey Health (BILH) network engaged in significant activities focused on expanding access to care and services, including underserved patient populations in order to reduce health inequities. There was also a strong focus on continuing to provide high quality care at a lower cost, when appropriate. BILH continues to focus on the behavioral health care needs of its communities as well. Please see Form 990 Schedule H for additional information.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet264,417,551
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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 IClick to see attachment
List of Attached Documents:
// Content
.............
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 IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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
Yes
 
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
11b
Yes
 
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
11d
 
No
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
17
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
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.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
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........Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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...............Click to see attachment
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
...........
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
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the 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
List of Attached Documents:
// Content
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
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
List of Attached Documents:
// Content
33
 
No
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
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
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 ...
35b
 
 
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
List of Attached Documents:
// Content
36
Yes
 
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on 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
163
b
Enter the number of Forms W-2G included on 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
Yes
 
Form 990 (2021)
Form 990 (2021)
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
1,936
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
Yes
 
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
Yes
 
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 the instructions and file Form 4720, Schedule N.
15
 
No
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
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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
13
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
8
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
Yes
 
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
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
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
Yes
 
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
Yes
 
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 on 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 on 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 on 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
NH
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
MediumBulletAllison J Casassa CFOAssistant Treasurer5 Alumni Drive   Exeter,NH03833 (603) 580-6694
Form 990 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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 the 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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Kevin J Callahan......................................................................
Trustee, CEO & President
1.00
.................
58.00
X   X       0 1,451,111 34,017
(2) Debra Cresta......................................................................
Pres (start 07/23) & Ttee (Ex-Off)
1.00
.................
58.00
X   X       0 703,865 31,191
(3) Richard Hollister MD......................................................................
Trustee (Ex-Officio)
1.00
.................
56.00
X           0 593,092 46,466
(4) Michael Pangan MD......................................................................
Trustee
1.00
.................
56.00
X           0 321,078 48,132
(5) Peter Shorett......................................................................
Trustee (Ex-Officio); EVP & CSO
1.00
.................
59.00
X           0 843,852 37,942
(6) Kevin Tabb MD......................................................................
Trustee & CEO (Ex-Officio)
1.00
.................
64.00
X   X       0 2,507,235 299,917
(7) Amy Case......................................................................
Trustee
1.00
.................
1.00
X           0 0 0
(8) Ret Maj Gen Susan Y Desjardins......................................................................
Trustee
1.00
.................
1.00
X           0 0 0
(9) Cynthia Dominguez PhD......................................................................
Trustee
1.00
.................
1.00
X           0 0 0
(10) Robert Eberle......................................................................
Chair & Trustee
1.00
.................
1.00
X   X       0 0 0
(11) David Falck Esq......................................................................
Trustee
1.00
.................
1.00
X           0 0 0
(12) Charles Davis Farmer Jr......................................................................
Trustee
1.00
.................
1.00
X           0 0 0
(13) Robert Hevert......................................................................
Trustee
1.00
.................
1.00
X           0 0 0
(14) Nick Toumpas......................................................................
Trustee
1.00
.................
1.00
X           0 0 0
(15) Sally Ward PhD......................................................................
Trustee (end 9/2023)
1.00
.................
1.00
X           0 0 0
(16) Constance D Sprauer Esq......................................................................
SVP Legal Affairs/Asst Clerk
1.00
.................
55.00
    X       0 319,692 29,808
(17) S Michael Abramson Esq......................................................................
Asst Clerk (Ex-Off)/Assc Gen Counsel
1.00
.................
57.00
    X       0 176,425 32,514
Form 990 (2021)
Form 990 (2021)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Allison J Casassa........................................................................
Asst Treas (Ex-Off) & CFO
1.00
.......................58.00
    X       0 563,746 18,600
(19) Jamie Katz Esq........................................................................
Clerk (Ex-Off), BILH General Counsel
1.00
.......................64.00
    X       0 898,193 15,864
(20) Cindy Rios........................................................................
Treasurer (Ex-Off), BILH Int CFO
1.00
.......................64.00
    X       0 802,046 220,936
(21) Chris Callahan........................................................................
VP, Human Resources
45.00
.......................14.00
      X     0 158,877 15,085
(22) Aaron Garganta........................................................................
Senior Dir Eng & Phys Environment
28.00
.......................28.00
      X     222,591 0 11,012
(23) Margaret Luna........................................................................
VP, Human Resources
45.00
.......................14.00
      X     0 368,476 0
(24) Donna McKinney........................................................................
VP Acute Care, Chief Nursing Exec
55.00
.......................1.00
      X     523,392 0 44,167
(25) Sean O'Neil........................................................................
VP Ambulatory Care
55.00
.......................0.00
      X     472,641 0 57,351
(26) Susan Callahan........................................................................
Director of Comp and Benefits
55.00
.......................0.00
        X   224,773 0 28,304
(27) Kenneth Double........................................................................
Chief Information Security Officer
55.00
.......................0.00
        X   205,779 0 48,633
(28) Nolan Gagne........................................................................
Physicist Chief
55.00
.......................0.00
        X   262,824 0 45,270
(29) Jeffrey Meisner........................................................................
Senior Director Rehab Services
55.00
.......................0.00
        X   243,352 0 54,938
(30) Charles Thomas........................................................................
Director of HR Strat Ops & Analytics
55.00
.......................0.00
        X   260,796 0 55,013
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,416,148 9,707,688 1,175,160
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 MediumBullet235
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
Exeter Health Resources Inc

5 Alumni Drive
Exeter,NH03833
Administrative Management Fees 12,310,829
Medical Solutions LLC

1010 N 102nd Street Suite 300
Omaha,NE68114
Temporary Staffing 5,484,624
American Healthcare Services LLC

PO Box 670529
Dallas,TX752670529
Temporary Staffing 5,453,542
Engelberth Construction Inc

150 Water Tower Circle
Colchester,VT05446
Building Contractor 5,358,808
NAPA Anesthesia

1305 Walt Whitman Road Suite 300
Melville,NY11747
Anesthesia Contractor 2,603,844
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet85
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 136,641
d Related organizations1d  
e Government grants (contributions)1e 972,157
f All other contributions, gifts, grants, and similar amounts not included above1f 1,133,944
g Noncash contributions included in lines 1a - 1f:$ 1g 6,500
h Total. Add lines 1a-1f.......MediumBullet 2,242,742
 Program Service RevenueAmt Business Code
2a Net Patient Services 621300 307,462,836 307,462,836    
b Disproportionate Share Funding 621300 2,676,887 2,676,887    
c Auxilliary hospital services 621300 1,578,629 1,362,753 215,876  
d Cafeteria 722514 1,238,125 1,238,125    
e Gift Shop 459420 76,119 76,119    
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 313,032,596
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,496,495   6,468 1,490,027
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   116,216 6a
b Less: rental expenses   34,955 6b
c Rental income or (loss)   81,261 6c
d Net rental income or (loss).......MediumBullet 81,261 81,261    
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 30,010 63,878,861 7a
b Less: cost or other basis and sales expenses 0 61,152,051 7b
c Gain or (loss) 30,010 2,726,810 7c
d Net gain or (loss).........MediumBullet 2,756,820     2,756,820
8a Gross income from fundraising events (not including $ 136,641of contributions reported on line 1c). See Part IV, line 18 ....
8a 28,320
b Less: direct expenses ... 8b 57,670
c Net income or (loss) from fundraising events..MediumBullet -29,350   -29,350
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 319,580,564 312,897,981 222,344 4,217,497
Form 990 (2021)
Form 990 (2021)
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 .... 550,364 550,364
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,331,154 1,147,255 183,899  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 108,247,805 93,293,383 14,954,422  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,881,368 2,483,307 398,061  
9 Other employee benefits ....... 15,443,415 13,309,909 2,133,506  
10 Payroll taxes ........... 7,794,133 6,717,374 1,076,759  
11 Fees for services (non-employees):        
a Management ...... 12,310,829   12,310,829  
b Legal ......... 95,473   95,473  
c Accounting ........... 61,000   61,000  
d Lobbying ........... 32,497   32,497  
e Professional fundraising services. See Part IV, line 17 94,374 94,374
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 29,581,865 27,446,157 2,135,708  
12 Advertising and promotion .... 521,385 443,249 78,136  
13 Office expenses ....... 851,095 723,549 127,546  
14 Information technology ...... 314,210 267,122 47,088  
15 Royalties ..        
16 Occupancy ........... 6,728,747 5,720,366 1,008,381  
17 Travel ............ 217,071 184,540 32,531  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 1,466,269 1,255,126 211,143  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 8,077,337 6,914,200 1,163,137  
23 Insurance ... 653,995 555,986 98,009  
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 Drugs 36,565,832 36,565,832    
b Supplies 26,656,105 22,661,377 3,994,728  
c MET 15,717,861 15,717,861    
d Bad debt expense 11,838,959 11,838,959    
e All other expenses 19,530,093 16,621,635 2,908,458  
25 Total functional expenses. Add lines 1 through 24e 307,563,236 264,417,551 43,051,311 94,374
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 (2021)
Form 990 (2021)
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 ........ 12,077,833 1 14,827,164
2 Savings and temporary cash investments ......... 6,782,288 2 10,563,992
3 Pledges and grants receivable, net ...... 556,668 3 361,004
4 Accounts receivable, net ............. 31,147,474 4 31,190,396
5 Loans and other receivables from 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 .......
  5  
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) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 7,882,894 8 8,442,075
9 Prepaid expenses and deferred charges ...... 13,760,445 9 26,714,700
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 50,547,371
b Less: accumulated depreciation 10b 776,354 59,909,925 10c 49,771,017
11 Investments—publicly traded securities . 29,409,212 11 29,897,624
12 Investments—other securities. See Part IV, line 11 ..... 114,983,949 12 70,900,175
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 0 14 9,132,820
15 Other assets. See Part IV, line 11 ........... 6,120,346 15 5,387,872
16 Total assets. Add lines 1 through 15 (must equal line 33)... 282,631,034 16 257,188,839
Liabilities 17 Accounts payable and accrued expenses ..... 32,586,791 17 26,500,018
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 34,198,808 20 30,651,491
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
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 .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
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 11,259,193 25 20,446,926
26 Total liabilities. Add lines 17 through 25.. 78,044,792 26 77,598,435
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 .......... 184,647,828 27 158,799,452
28 Net assets with donor restrictions ........... 19,938,414 28 20,790,952
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 ........... 204,586,242 32 179,590,404
33 Total liabilities and net assets/fund balances ........ 282,631,034 33 257,188,839
Form 990 (2021)
Form 990 (2021)
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
319,580,564
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
307,563,236
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
12,017,328
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
204,586,242
5
Net unrealized gains (losses) on investments ...............
5
7,371,905
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
-44,385,071
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
179,590,404
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 on
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 (2021)
Form 990 (2021)
Additional Data


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

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
2022
Open to Public
Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
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) 2022

Schedule A (Form 990) 2022
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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 5 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
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2022

Schedule A (Form 990) 2022
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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
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            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
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.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2022

Schedule A (Form 990) 2022
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2022

Schedule A (Form 990) 2022
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 0.015 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 0.035 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) 2022

Schedule A (Form 990) 2022
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, 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 2022. 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 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
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) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
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
2022
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
Exeter Hospital Inc
 
Employer identification number
22-2674014
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
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
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) (2022)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
32,497
j
Total. Add lines 1c through 1i ....................................................................................................
32,497
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Part II-B, Line 1: A portion of annual membership dues paid to the American Hospital Association, the New Hampshire Hospital Association, and the Association of Community Cancer Centers are considered lobbying expenses. For fiscal year ending September 30, 2023, the amounts deemed for lobbying were $8,718, $23,766, and $13, respectively.
Schedule C (Form 990) 2021


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
2021
Open to Public Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
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) 2021

Schedule D (Form 990) 2021
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 .... 19,938,414 26,115,362 20,702,145 17,319,951 17,140,056
b Contributions ... 1,248,286 630,764 2,025,164 578,733 570,439
c Net investment earnings, gains, and losses 1,505,324 -3,870,191 5,161,715 2,996,535  
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
1,901,072 2,937,521 1,773,662 193,074 390,544
f Administrative expenses ....          
g End of year balance ...... 20,790,952 19,938,414 26,115,362 20,702,145 17,319,951
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet7.690 %
b
Permanent endowment SchDMd Bullet92.310 %
c
Term endowment SchDMd Bullet0 %
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)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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 .....   3,300,000 3,300,000
b Buildings ....   26,007,696 682,444 25,325,252
c Leasehold improvements   99,919 7,643 92,276
d Equipment ....   10,189,499 8,515 10,180,984
e Other .....   10,950,257 77,752 10,872,505
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 49,771,017
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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
(A) Limited partnerships
57,894,892 F

(B) Alternative investments
13,005,283 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 70,900,175
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
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  
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 20,446,926
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) 2021

Schedule D (Form 990) 2021
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 ....... 1 315,352,149
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 7,371,905
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 754,002
e Add lines 2a through 2d ..................... 2e 8,125,907
3 Subtract line 2e from line 1.................. 3 307,226,242
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 12,354,322
c Add lines 4a and 4b.................... 4c 12,354,322
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 319,580,564
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 ........... 1 294,294,067
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 11,965
e Add lines 2a through 2d.................... 2e 11,965
3 Subtract line 2e from line 1................... 3 294,282,102
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 13,281,134
c Add lines 4a and 4b..................... 4c 13,281,134
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 307,563,236
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: The goal of the Permanent Endowment Fund is to provide a source of financial support to Exeter's patient care activities. These funds are invested in a prudent manner with regard to preserving principal while providing reasonable returns. These returns are then used for capital expenditures, other major program needs, and to generally increase the financial strength of the organization. The quasi-endowments are funds which have been donated to the organization for a purpose specified by the donor. These funds are held until used for the purpose intended by the donor.
Part X, Line 2: The Hospital is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code, and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. Management evaluated the tax positions of the Hospital and has concluded that it has maintained its tax-exempt status, does not have any significant unrelated business income, and has taken no uncertain tax positions that require adjustment to the financial statements.
Part XI, Line 2d - Other Adjustments: Impact of interest rate swaps 742,037. Fundraising costs, booked net functional expenses 11,965.
Part XI, Line 4b - Other Adjustments: Bad debt expense 11,838,959. Contributions to community programs 512,863. Other revenues, booked net other expenses 2,500.
Part XII, Line 2d - Other Adjustments: Fundraising costs, booked net functional expenses 11,965.
Part XII, Line 4b - Other Adjustments: Bad debt expense 11,838,959. Contributions to community programs 512,863. Net periodic pension gain 926,812. Other revenues, booked net other expenses 2,500.
Schedule D (Form 990) 2021


Additional Data


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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
2022
Open to Public Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
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 - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments in funds domiciled in the region   13,005,283
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 13,005,283
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 13,005,283
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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) 2022
Schedule F (Form 990) 2022Page 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) 2022
Schedule F (Form 990) 2022
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) 2022
Schedule F (Form 990) 2022
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
Part III Accounting Method:  
Schedule F, Part I, Line 1 and Line 3: The legal owner of Exeter Hospital, Inc.'s foreign investments is a related organization, Exeter Health Resources, Inc. Since a portion of Exeter Health Resources, Inc.'s total foreign investments are allocated to the Hospital's assets on the financial statements, those allocated investments have been disclosed on Schedule F, Part I, Line 3 of Exeter Hospital, Inc.'s Form 990. However, any required IRS Forms 926 and other foreign tax reporting obligations are filed by the legal owner, Exeter Health Resources, Inc.(EIN:02-0222126)
Schedule F, Part IV, Line 3: Exeter Hospital, Inc. did not have an ownership interest in any foreign corporation that was greater than the 10% ownership filing threshold. Accordingly, IRS Form(s) 5471 is not required to be filed.
Schedule F, Part IV, Line 4: Exeter Hospital, Inc. meets the exception for tax-exempt organizations with respect to filing Form 8621. Accordingly, Form 8621 is not required to be filed for the Hospital.
Schedule F, Part IV, Line 5: Exeter Hospital, Inc. did not have an ownership interest in any foreign partnership that was greater than the 10% ownership filing threshold; did not have control over any foreign partnerships; did not transfer $100,000 or more to a foreign partnership during the reporting period; and did not experience a Form 8865 Reportable Event. Accordingly, IRS Form(s) 8865 is not required to be filed.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990)
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
2022
Open to Public Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
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
 
BCG Connect LLC
One Jewel Drive Suite 105
 
Wilmington, MA01887
Appeals and donor mailings   No 0 47,108 0
 
Health Philanthropy Services
PO Box 60
 
Powell, OH43065
Philanthropy counsel   No 0 36,190 0
 
Trident Communications Group
56 Augusta Way
 
Dover, NH03820
Capital Campaigns   No 0 11,076 0
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   94,374  
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.
NH
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
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

Trick or Treat Trot
(event type)
(b) Event #2

Golf Tournament
(event type)
(c) Other events

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

1

Gross receipts . . . . .

108,275

44,145

12,541

164,961

2

Less: Contributions . . . .

95,280

28,820

12,541

136,641
3 Gross income (line 1 minus
line 2) . . . . . .

12,995

15,325

 

28,320



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . . 19,712 5,195 30 24,937
6 Rent/facility costs . . . .   5,886   5,886
7 Food and beverages . . . 2,948 3,566   6,514
8 Entertainment . . . . 550     550
9 Other direct expenses . . . 10,544 1,107 8,132 19,783
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 57,670
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -29,350
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) 2022
Schedule G (Form 990) 2022
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 I, Professional Fundraisers: During the period covered by this Form 990, Exeter Hospital engaged three separate institutions to provide various fundraising services, as broadly defined by the IRS within the Form 990 Instructions. For transparency purposes and in an effort to file this Form 990 as compliantly as possible, Exeter Hospital has elected to disclose these entities as professional fundraisers, and to list such entities on this Form 990, Schedule G, Part I. A full description of the services performed by each entity is provided in detail below. Due to the nature of the services offered, Exeter Hospital is unable to estimate an amount of gross receipts directly generated by each professional fundraiser, though it is Exeter Hospital's position that the services rendered by these professionals provided an overall net positive benefit to Exeter Hospital's fundraising efforts. - BCG Connect: provided assistance with Exeter Hospital's general donor-appeal mailings, as well as Exeter Hospital's bi-annual newsletter and donor surveys. - Health Philanthropy: provided external counsel and guidance for Exeter Hospital's philanthropic activities. This entity has also filled some open Director positions and provided fundraising support services. - Trident Communication Group: provided fundraising consulting services, and also assisted in donor recognition and capital campaign initiatives.
Schedule G, Part II, Fundraising Events: In accordance with the IRS instructions for the reporting of income on Schedule G, event revenue deemed to be charitable contributions has been reported on line 2, thus reducing the total gross event income on line 3. This presentation gives the appearance on Schedule G of a loss from these events. However, when the charitable contributions are considered and added back, these events had a profit of $107,291.
Schedule G (Form 990) 2022
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
 
No
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    588,467   588,467 0.200 %
b Medicaid (from Worksheet 3, column a) . . . . .     25,174,178   25,174,178 8.510 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     25,762,645   25,762,645 8.710 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,186,641 17,905 1,168,736 0.400 %
f Health professions education (from Worksheet 5) . . .     1,880,452   1,880,452 0.640 %
g Subsidized health services (from Worksheet 6) . . . .     6,268,392 526,325 5,742,067 1.940 %
h Research (from Worksheet 7) .     272,079 15,903 256,176 0.090 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     512,864   512,864 0.170 %
j Total. Other Benefits . .     10,120,428 560,133 9,560,295 3.240 %
k Total. Add lines 7d and 7j .     35,883,073 560,133 35,322,940 11.950 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support     119,686   119,686 0.040 %
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total     119,686   119,686 0.040 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
2,995,781
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
1,888,508
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
102,018,836
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
151,077,842
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-49,059,006
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 Exeter Hospital Inc
5 Alumni Drive
Exeter,NH03833
www.exeterhospital.com
01761
X X         X      
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Exeter Hospital Inc
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 21
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): See Part V, Section C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
Exeter Hospital Inc
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
See Part V, Section C
b
See Part V, Section C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 6
Part VFacility Information (continued)

Billing and Collections
Exeter Hospital Inc
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
Exeter Hospital Inc
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Exeter Hospital, Inc. Part V, Section B, Line 5: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Exeter Hospital, Inc. Part V, Section B, Line 6b: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Exeter Hospital, Inc. Part V, Section B, Line 11: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Exeter Hospital, Inc. Part V, Section B, Line 16j: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Exeter Hospital, Inc. Part V, Section B, Line 20e: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Schedule H, Part V, Section B, Line 7a: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI, for additional information.
Schedule H, Part V, Section B, Line 10a: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI, for additional information.
Schedule H, Part V, Section B, Line 16a-c: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI, for additional information.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?15
Name and address Type of Facility (describe)
1 1 - Center For Orthopedics and Movement
7 Alumni Drive
Exeter,NH03833
Rehabilation Services, Cardiac Rehabiliation, Massage
2 2 - Centers for Sleep & Wound Healing
4 Alumni Drive
Exeter,NH03833
Sleep Lab, Wound Care, DriveAbility
3 3 - Epping Regional Health Center
212 Calef Highway
Epping,NH03042
Pediatric and Adult Rehabilation Services, Radiology, Mammography
4 4 - Plaistow Regional Health Center
127 Plaistow Road
Plaistow,NH03865
Pediatric and Adult Rehabilation Services, Mammography
5 5 - Center for Reproductive Care
118 Portsmouth Avenue
Stratham,NH03885
Reproductive Services
6 6 - Ctr for Occup & Employee Health
6 Hampton Road
Exeter,NH03833
Occupational Health
7 7 - Kingston Athleticare
53 Church Street
Kingston,NH03848
Physical Therapy, Occupational Therapy
8 8 - Ortho & Sports Phys Therapy Ctr
311 Winnacunnet Road
Hampton,NH03842
Physical Therapy and Athletic Performance Center
9 9 - Diagnostic Imaging - Saltonstall
9 Buzell Avenue
Exeter,NH03833
Radiology
10 10 - Rehab & Diagnostic Services Raymond
128 Route 27
Raymond,NH03077
Physical Therapy, Radiology, Mammography
11 11 - Rehab & Diagnostic Services Lamprey
207 South Main Street
Newmarket,NH03857
Physical Therapy, Radiology, Mammography
12 12 - Exeter Diagnostic Services at Hampton
879 Lafayette Road
Hampton,NH03842
Radiology, Mammography
13 13 - Physical Therapy at Portsmouth
95 Brewery Lane Unit 15
Portsmouth,NH03801
Adult & Pediatric Physical Therapy
14 14 - Healthreach Diab Endocrin & Nut Ctr
881 Lafayette Road
Hampton,NH03842
Diabetes and Nutrition Education
15 15 - Epping Athletic Performance Center
88 Shirking Road
Hampton,NH03842
Athletic Performance Center
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Part I, Line 3c: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Part I, Line 7: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Part I, Line 7g: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Part I, Ln 7 Col(f): The Bad Debt expense included on Form 990, Part IX, Line 25 (A), but subtracted for purposes of calculating the percentage in this column is $11,838,959.
Part III, Line 2: The amount reported represents total bad debt write-offs net of recoveries as reported on the audited financial statements of $10,862,621 x 27.58% (ratio of patient cost to charge) to equal $2,995,781. This amount does not include any estimated provisions which are in bad debt expense reported on the audited financial statements.
Part III, Line 3: The amount reported represents $6,847,680 of charges included in total bad debt write offs for patients eligible for financial assistance x 27.58% (ratio of patient cost to charge) to equal $1,888,508.
Part III, Line 4: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Part III, Line 8: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Part III, Line 9b: Please refer to the supplemental information reported on this Form 990, Schedule H, Part VI.
Part VI, Line 7, Reports Filed With States NH,MA
Form 990, Schedule H, Supplemental Information (part 1) Financial Assistance and Certain Other Community Benefits-Community Health Improvement Services and Cash and In-Kind Contributions to Community GroupsExeter Hospital Affiliation:On July 1, 2023, Beth Israel Lahey Health (BILH) became the sole member of Exeter Health Resources, Inc., which serves as the sole member of Exeter Hospital and its operating affiliates, including Core Physicians and Rockingham Visiting Nurse Association & Hospice. The BILH network of affiliates is an integrated health care system committed to expanding access to extraordinary patient care across Eastern Massachusetts and parts of Southern New Hampshire, and advancing the science and practice of medicine through groundbreaking research and education. The BILH system is comprised of academic and teaching hospitals, a premier orthopedics hospital, primary care and specialty care providers, ambulatory surgery centers, urgent care centers, community hospitals, homecare services, outpatient behavioral health centers, and addiction treatment programs. The BILH's community of clinicians, caregivers, and staff includes approximately 4,800 physicians and 38,000 employees. At the heart of BILH is the belief that everyone deserves high-quality, affordable health care, and this belief is what drives each affiliate to work with community partners across the region to promote health, expand access, and to deliver the best care in the communities BILH serves. BILH's Community Benefits staff are committed to working collaboratively with BILH's communities to address the leading health issues and create a healthy future for individuals, families and communities.Exeter Hospital Mission Statement:The mission of Exeter Hospital is to improve the health of thecommunity. This mission will be accomplished without compromisingthe Hospital's sustainability, principally by supporting the provision of health services and information to the community by the Hospital and its affiliated entities, with a goal of being recognized as a catalyst advancing the health and care of the communities served. Exeter Hospital fulfills its mission and vision in part by conducting regular, comprehensive, and collaborative engagement in the assessment of community needs, and the investment and engagement in collaborative solutions, to respond to those needs directly related to improving the community's health. Exeter does that by involving Exeter Hospital's staff, including its leadership and dozens of community partners, in the Community Health Needs Assessment process, as well as in the development, implementation, and oversight of the three-year Implementation Strategy. Such includes: - Engaging and learning from residents throughout the Hospital's Community Benefits Service Area (CBSA) in the Community Benefits process, with special attention focused on engaging diverse perspectives from those patients and non-patients who are often left out of similar assessment, planning, and program implementation processes; - Assessing unmet community needs by collecting primary and secondary data (both quantitative and qualitative) to understand unmet health-related concerns, and identifying communities and populations segments disproportionately impacted by health issues and other social, economic, and systemic factors; - Implementing community health programs and services in Exeter Hospital's CBSA that address the underlying social determinants of health and barriers to accessing care, while also promoting health equity to improve the health status of those who are often disadvantaged, face disparities in health-related outcomes, experience poverty, and have been historically underserved; - Promoting health equity by addressing social and institutional inequities, racism, and bigotry, and ensuring that all patients are welcomed and receive care that is respectful and culturally responsive; and - Facilitating collaboration and partnership within and across sectors (e.g., state/local public health agencies, healthcare providers, social service organizations, businesses, academic institutions, community health collaboratives, and other community health organizations) to advocate for, support, and implement effective health policies, community programs, and services.Community Benefits Financial Summary:During the fiscal year covered by this filing, Exeter Hospital provided Community Health Improvement Services, Community Benefits Operations and Cash and In-Kind Contributions to Community Groups of $1,681,600 as reported on this Schedule H, Part I, Lines 7e and 7i.Community Benefits Leadership/Team:Prior to joining BILH, and continuing forward, Exeter's Board of Trustees, along with its clinical and administrative staff, have been and remain committed to improving the health and well-being of residents throughout its CBSA and beyond. As a community centered health care provider, Exeter is focused on the provision of the highest possible clinical expertise and quality, continually improving patient experiences, education, and maintains a commitment to improving access and health equity for our population are the primary tenets of our mission. Historically, under the oversight of the Exeter Board of Trustees, the community benefits and engagement programs have been led by a combination of Exeter's community relations team, its finance team, and the operational leadership, as well as leadership at its operating affiliates Core Physicians and Rockingham Visiting Nurse Association & Hospice, particularly coordinating with the Core Physicians Office of Population Health. The Community Relations team routinely engaged and collaborated with outside community leaders and aligned organizations, in order to meet its Community Benefits obligations. Hospital senior leadership is actively engaged in the development and implementation of programs and services aimed at addressing our identified community needs, and ensuring that hospital policies and resources are allocated to support planned activities. Prior to the affiliation with BILH, the Exeter Community Benefits Program was spearheaded by a team of senior leaders, including the Vice President of Strategy, Community Relations, and Advancement; the Director of Community Relations; and the Community Engagement Officer. The Vice President of Strategy, Community Relations, and Advancement has direct access to, and is accountable to, the Exeter President. It is the responsibility of these leaders to ensure that Community Benefits are addressed by the entire organization, and that the needs of cohorts who have been historically underserved are considered every day in discussions on resource allocation, policies, and program development. Since July 1, 2023, when Exeter Hospital became a member of the Beth Israel Lahey Health (BILH) network of affiliates, that work has also included the BILH Vice President of Community Benefits.Community Health Needs Assessment and Implementation Strategy:Most Recent Community Health Needs Assessment-Internal Revenue Code Section 501(r):Internal Revenue Code Section 501(r), enacted as part of the Patient Protection and Affordable Care Act, requires each hospital to complete a Community Health Needs Assessment (CHNA) and to formally adopt an Implementation Strategy (IS or CHIP) pursuant to federal guidelines in order to maintain its tax-exempt status as a hospital under Section 501(c) (3) of the Internal Revenue Code (IRC) of 1986, as amended. Exeter Hospital completed its most recent needs assessment in September of 2022. That CHNA was approved by the Exeter Hospital's Board of Trustees on September 30, 2022. The accompanying Community Benefits Action Plan (Implementation Strategy or IS) for the most recent CHNA was also adopted by the Board on September 30, 2022, which is within the timeline required by the Treasury regulations under 501(r). The CHNA and the associated IS represent the culmination of a year of work and were borne largely of Exeter Hospital's commitment to better understand and address the health-related needs of those living in its Community Benefits Service Area (CBSA), with an emphasis on those who are most disadvantaged. The project was also designed to fulfill the NH Attorney General's Office and Federal Internal Revenue Service (IRS) regulations that require that Exeter Hospital assess community health needs, engage the community, identify priority health issues, and create a community health strategy that describes how Exeter Hospital, in collaboration with the community, will address the needs and the priorities identified by the CHNA.(Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 2) Community Health Needs Assessment-Priority Geography and Cohorts:As noted above, Exeter Hospital completed its last assessment in September of 2022. Exeter Hospital's Community Health Needs Assessment was conducted using the service area consistent with its system of care practice locations in Rockingham County, and County level data is used as many statistics are only available at that level. Exeter Hospital's service area includes: - Central Region - Brentwood, Exeter, Newfields, Newmarket - East South East - Hampton, Hampton Falls, North Hampton, Seabrook - North East - Greenland, New Castle, Newington, Portsmouth, Rye, Stratham - South West - Atkinson, Danville, East Hampstead, East Kingston, Hampstead, Kensington, Kingston, Newton, Newton Junction, Plaistow, Sandown - West - Deerfield, Epping, Fremont, Nottingham, RaymondCommunity health issues and priority cohorts for Exeter Hospital's Community Benefits initiatives are identified through a collaborative community engagement and planning process from a CHNA that is conducted every three years in accordance with the requirements under IRC Section 501(r).Exeter Hospital's Community Benefits investments and resources focus on improving the health status of those who are medically-underserved, experienced poverty, or face the greatest health disparities, as follows: - Those individuals over the aged of 65 - Individuals experiencing social and economic disadvantages - Individuals from underrepresented communities, in particular members of the LGBTQIA+ community - Individuals with disabilities - Individuals with behavioral and mental health issues, including substance use disordersCommunity Health Needs Assessment-Summary of Approach and Methods:Exeter Hospital's CHNA approach involved extensive data collection activities, substantial efforts to engage the Hospital's partners and community residents, and thoughtful prioritization, planning, and reporting processes. Throughout the CHNA process, efforts were made to understand the needs of the communities encompassing Exeter Hospital's CBSA, especially the population segments that are often disadvantaged, face disparities in health-related outcomes, and who have been historically underserved. Exeter Hospital's understanding of these communities' needs is derived from collecting a wide range of quantitative data to identify disparities and clarify the needs of specific communities, and comparing that research against data collected at the regional, state, and national levels wherever possible, to support analysis and the prioritization process, as well as employing a variety of strategies to ensure community members were informed, consulted, involved, and empowered throughout the assessment process. The CHNA and IS development process was guided by the following principles: equity, collaboration, engagement, capacity building, and intentionality.To complete the CHNA, Exeter convened a collaborative steering committee in January 2022, composed of Seacoast area leaders with deep working knowledge of community health needs. Exeter Hospital Community Impact Officer Jennifer McGowan led the project, in collaboration with Director of Public Relations Debra Vasapolli, 2022 UNH Administrative Intern Cait McAllister and Jo-Ann Baker, Advancement Representative, Exeter Hospital. Steering Committee Members: - Jo-Ann Baker, Advancement Representative, Exeter Hospital - Seneca Bernard, Associate Executive Director, Gather - Kathy Flygare, Exeter Rotary - Pati Frew-Waters, Executive Director, Seacoast Family Promise - Tracy Fuller, Regional Executive Director, Plaistow Community YMCA - Carol Gulla, Executive Director, Transportation Assistance for Seacoast Citizens - Darren A. Guy, DO, Chief Population Health Officer, Core Physicians, LLC; Executive Director, NH-Cares ACO, LLC - Kelly Hartnett, Vice President, Community Relations, Seacoast Mental Health Center - Ken LaValley, Vice Provost, Outreach & Engagement, Director UNH Extension, UNH - Mark Lefebvre, Director, Community Engagement, Pinetree Institute - Cait McAllister, Administrative Intern, Exeter Health Resources - Jennifer McGowan, Community Impact Officer, Exeter Health Resources - Ken Mendis, Chair, Racial Unity Team - Elizabeth Miller, Program Director, Pinetree Institute - Kimberly Meyer, Chief Executive Officer, Exeter Area YMCA - Anita Rozeff, Grants and Contracts Manager/Compliance Officer, Lamprey Health Care - Peggy Small-Porter, Development Coordinator, Waypoint at The Richie McFarland Children's Center - Lori Waltz-Gagnon, Executive Director, Leadership Seacoast - Debra Vasapolli, Director, Public Relations, Exeter Health Resources - Molly Zirillo, Executive Director, Society of St. Vincent de Paul Exeter Community Health Needs Assessment Process-Key Informant Interviews with Internal and External Stakeholders (Schedule H, Part V, Section B, Line 5):Between April 2022 and August 2022, Exeter worked with collaborators to conduct 27 key leader interviews that engaged community-based organizations, clinical and social service providers, public health officials, elected/appointed officials, and other key collaborators throughout Exeter's CBSA. Discussions explored interviewees' experiences of addressing community needs and opportunities for future alignment, coordination, and expansion of services, initiatives, and policies. A list of key leader interview participants is included in Appendix D of the CHNA report that is posted on Exeter's website. These individuals were chosen to amass a representative group of people who had the experience necessary to provide insight on the health of communities in Exeter's CBSA. Interviews were conducted both in person and virtually using a standard interview guide included in appendix E of the CHNA, as posted on Exeter's website. Interviews focused on identifying the biggest health-related concerns and issues, the barriers and/or challenges for accessing resources and services among those served and/or those living in the community, and possible strategies to address those concerns.Community Health Needs Assessment Process-Focus Groups and Community Forums (Schedule H, Part V, Section B, Line 5):Community Health Forums:Four community forums were planned and promoted to the public via email, social media, and paid advertisements. In total, 38 participants attended the four forums, with the highest participation recorded at Exeter Housing Authority's 277 Water Street location. 2022 Forums: - Tuesday, June 14, 2022, 12:00pm -1:00pm, virtual - Wednesday, June 15, 2022, 5:30pm - 6:30pm, Exeter Area YMCA - Wednesday, June 22, 2022, 5:30pm - 6:30pm, Plaistow YMCA - Thursday, May 19, 2022, 12:00pm -1:30pm, 277 Water Street, Exeter Housing Authority During each community forum, an overview of the CHNA requirements and the process for gathering information was reviewed. The overview included the timeline, themes from 2019, and notification about how to review the draft on Exeter Hospital's website for feedback. Following the overview, community members engaged in an open discussion and provided insight into the significant health needs of the community. Themes from the forums follow below:Forum Discussion Themes:- Mental and behavioral health- Availability and cost of transportation- Need for more specialized geriatric care in service area- Lack of affordable housing- Behavioral health- Timely access to care from Primary and Specialty Care Physicians- Cost of dental services - Geriatric mental health and specialists in dementia- Cost of insurance premiums and deductibles- Affordability of prescription and over the counter medicationsExeter Hospital Community Call:Early in the pandemic, Exeter Hospital recognized the need to create new ways to stay connected with community partners and to share reliable information about COVID-19 directly from medical staff. The bi-weekly call began in June 2020, and it quickly grew to include more than 100 participants from 50+ organizations. Participants represented various sectors including administrators in education, town officials, community non-profit leadership, the Region 6 IDN, area Chambers of Commerce, and more.(Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 3) Sample of Community Call Guests:- John Burns, MBA, SOS Recovery Center (substance Use Disorder)- Peter Clark, Office of U.S. Senator Shaheen- Gayle Davis, Senior Helpers (needs of seniors)- Corey Garry, Deputy State Director, Office of U.S. Senator Maggie Hassan- Carol Gulla, Director of TASC (needs of seniors)- Bobby Kelly, MD, MPH, (LGBTQ awareness, inclusion and education)- Captain Darick Krause, National Guard (vaccination sites)- John Nyhan, President, Hampton Chamber of Commerce- William McGowan, M.Ed., Principal, Winnacunnet High School- Debbie Perou, Rockingham Meals on Wheels (needs of seniors)- Candice Porter, MSW, Connor's Climb Foundation (mental health)- David Ryan, Ed.D, Superintendent, SAU-16- Christian Seasholtz, Office of Congressman Chris Pappas (NH-01)- Sarah Shanahan, HAVEN (violence prevention and victim support)- Corey Towne-Kerr, The Chase Home for Children- Jennifer Wheeler, President, Exeter Area Chamber of CommerceData Sources - Exeter Hospital Community Health Needs Assessment Community Health Survey:Exeter Hospital released an online Community Health Survey to the public that was open from May 10, 2022, to August 17, 2022. The survey asked 12 questions and encouraged additional comments. Although longer than the 2019 survey, it took under five minutes to complete and it was intentionally brief to maximize participation. In total, 1,255 people completed the survey. Respondents reported receiving the survey from 23 organizations, most notably Exeter Hospital, Exeter School District/SAU-16, and Lamprey Health Care. Additional Data Sources:In addition to the primary research and findings noted above, Exeter Hospital also reviewed supplemental data sources including Exeter Police Department behavioral health calls. Community Health Needs Assessment Process-Reviewing Results and Compiling the Community Health Needs Assessment and Implementation Strategy Documents:Exeter took the following steps to collect information related to community needs, collaboratively assess their impact, get input from the broader community and set an implementation plan: - Formed an internal work team - Established a collaborative steering committee with multiple members of the community - Collected secondary research - Conducted a primary research study of community needs with over 1200 participants - Hosted multiple community forums - Conducted guided community leader interviews - Drafting of the CHNA - Collaborative identification of the key findings - Solicitation of input from both participants and general public (draft was posted and distributed in advance of Board approval - Review with the Community Benefits Committee of the Board - Approval of CHNA and IS by the full Board of Trustees - Public posting and on-going solicitation of input - Presentation of findings and results on the Exeter Community Call.Community Health Needs Assessment Process-Key Findings:Exeter Hospital's CHNA resulted in Key Findings. The following five issues were identified as the greatest health needs in Rockingham County after nine months of research, data collection, and evaluation.Mental & Behavioral Health:Substance use disorder and mental health services remain significant concerns for Seacoast residents. According to the 2022 State of Mental Health in America, New Hampshire is ranked 6th in the country for youth mental illness and access to care, indicating a higher prevalence of mental illness and lower availability of services.Access to Care:The Community Health Survey clearly showed people cannot afford preventative care and delay appointments. Obesity in Rockingham County increased 14% from 2019-2022, while preventative wellness visits were down by 20%.Transportation:Transportation remains both a health need priority and a barrier to care, most prominently for older adults and disabled community members. When asked about the primary reason Seacoast residents are not able to access healthcare, the second leading answer in 2022 (20%) was transportation. This is more than double from 2016, when 9% of respondents chose that category. Lack of transportation leads to social isolation and declining health outcomes.Social Determinants of Health:Good health cannot be attributed solely to high quality medical care. We now know that social and economic factors contribute up to 80% of an individual's health status. For example, individuals under financial strain are more likely to be depressed and may forgo medical care or prescriptions. Needs of Older Adults & Other Underserved Populations:New Hampshire has the second-oldest population in the nation, with one out of every five residents currently over the age of 60. This trend is set to continue. Members of the LGBTQ+ community have specific health care concerns and often find it difficult to find a provider to meet their needs.As previously noted, the CHNA that was completed during the fiscal year ended September 30, 2022, and the associated Implementation Strategy adopted from that process were designed to inform Exeter Hospital's Community Benefits Initiatives during the fiscal years ended September 30, 2023, September 30, 2024, and September 30, 2025.Community Health Needs Assessment-Making the CHNA and Implementation Strategy Widely Available:Exeter Hospital strives to address the priority areas in its CHNA and Implementation Strategy.As noted above, Exeter Hospital completed its most recent CHNA during its fiscal year ended September 30, 2022 (Tax Year 2021). That CHNA and appendix with detailed information is available on the Exeter Hospital website at:https://www.exeterhospital.com/About-Us/Community-BenefitsIn addition to the CHNA, Exeter Hospital completed its most recent Implementation Strategy during its fiscal year ended September 30, 2022 (Tax Year 2021). The Implementation Strategy is available on the Exeter Hospital's website at:https://www.exeterhospital.com/About-Us/Community-Benefits.Exeter Hospital completed its previous CHNA during its fiscal year ended September 30, 2019 (Tax Year 2018). That CHNA is available on the Exeter Hospital website at: https://www.exeterhospital.com/About-Us/Community-BenefitsFinally, the Implementation Strategy associated with the CHNA completed during Exeter Hospital's fiscal year ended September 30, 2019 (Tax Year 2018) is available on the Exeter Hospital website at:https://www.exeterhospital.com/About-Us/Community-BenefitsConsistent with Exeter Hospital's standard practice, a draft of the 2022 CHNA was posted on their website for public review and comment in advance of our Board's approval. The draft was also circulated to each participating partner with the request for review and. Once the 2022 CHNA was approved by the Board it was posted including a link to the CHNA's primary author Deb Vasapolli with the intent that the public could continue to address comments and questions on the current CHNA. The Hospital posted information about the completion of the CHNA as a way of soliciting further comments. Despite these efforts no comments were received either before or after Board approval. Each of these documents is also available on request (Schedule H, Part V, Section B, Line 7a).Community Health Needs Assessment-Addressing Community Health Needs(Schedule H, Part V, Section B, Line 11):As noted above, Exeter Hospital's most recent CHNA and Implementation Strategy were conducted and approved by the Board during the fiscal year ended September 30, 2022, and a summary of Exeter Hospital's Community Benefits activities that address the needs identified in that CHNA and prioritized in the related Implementation Strategy are provided here along with the entities that the Hospital partners with on these efforts. Given the complex health issues in the community, Exeter Hospital has been strategic in identifying its response to the key findings in order to maximize the impact of its community benefits program and work to improve the overall health and wellness of residents in its CBSA without compromising the provision of its core services.(Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 4) Goals for each priority area are listed below.Mental & Behavioral Health: Inclusive of Substance Use Disorders, Youth Mental Health and Impacts of COVID-19: - Continued underwriting of mental health services provided by Seacoast Mental Health in our Emergency Department - Begin implementation of our system-wide behavioral health plan - Partner with NHHA on advocacy related to building behavioral health capacity, access to primary care and interventions that address the social determinants of care - Expand DEIB work to identify and address gaps in access to health care for under-represented/disadvantaged populations - Leverage philanthropy to support the expansion of behavioral health capacity - Look to leverage affiliation (if approved) to expand impact especially around mental and behavioral health and to address social determinants of care. - Complete contributions to the NH Drug and Alcohol Fund Access to Care (delayed access to care due to wait times, high deductibles, and increased co-payments), inclusive of Dental: - Provision of Charity Care - Uninsured Care Discount - Financial Assistance Program - Exeter's Catastrophic Care Program - Subsidized Pediatric Dental Program (through Core Physicians)Transportation: - Paramedicine program intercept vehicle - Taxi voucher program - Community Cares support for unique transportation issues - Virtual access programmingSocial Determinants of Health: Inclusive of food security and housing - Community partner sponsorship program - Community Cares Support - Philanthropic support for economically disadvantaged patients and staffNeeds of older adults and other underserved populations: Inclusive of Childcare, LGBTQ+, DEI and healthy equity: - Subsidized Community based Education - Expand DEIB work to identify and address gaps in access to health care - Look to leverage affiliation (if approved) to expand impact especially around mental and behavioral health and to address social determinants of care. - Community partner sponsorship programCommunity Health Needs Assessment-Approach to Addressing Health Needs (Schedule H, Part V, Section B, Line 11):Exeter Hospital has taken a holistic and strategic approach in addressing the health priorities identified in the CHNA and associated Implementation Strategy by creating, supporting and investing in health programming and initiatives throughout their CBSA. Below is a summary of some of the Community Benefits programs and initiatives Exeter operates and supports to improve health outcomes among their target populations throughout their priority neighborhoods. 1. Mental Health: Consistent with published secondary data at the state and national level, substance use disorder and mental health services remain significant concerns for those communities served by Exeter Hospital. Mental Health Care access was supported by Exeter Hospital partnering with Seacoast Mental Health to offer services to patients and their caregivers in the Emergency Department and the Center for Cancer Care. In 2021, Exeter Health Resources engaged Atrium Health to conduct a cross-organizational needs assessment, gap analysis, and 3-5 year strategic road map to address the care of behavioral health patients. Implementation of Atrium's recommended actions was built into Exeter's organizational strategic plan. Substance Use Disorders (SUD) were found to have a profound impact on residents in Rockingham County and Exeter Hospital expanded it services in its Emergency Department and inpatient units offering therapeutic interventions and peer support through a new relationship with SOS peer support. The Hospital also implemented a Pet Therapy Program targeted specifically at supporting patients and reducing anxiety in the Emergency Department, among behavioral health patients as well as patients obtaining care on nursing floors and in the Cancer Center. 2. Access to Care: Access to care continues to be a notable concern. The 2022 Community Health survey showed a decline in how people ranked their personal health, specific issues related to cost of deductibles, access limitations imposed by insurance, transportation, physician capacity, retirements, and movement. Partnering with Core Physicians LLC, Exeter Hospital's dedicated not-for-profit multi-specialty group practice, and Lamprey Health Care (locally Federally Qualified Health Center), Exeter Hospital looked to address access to care by enhancing provider capacity, and assisting with the cost of accessing through our various charity care and financial assistance programs. 3. Transportation: Transportation remains both a health need priority and a barrier to care, most prominently in the Exeter Hospital region for older adults and disabled community members. When asked about the primary reason seacoast residents are unable to access healthcare, the second leading answer in 2022 (20%) was transportation. This is more than double from 2016, when 9% of respondents chose that category. Lack of transportation leads to social isolation and declining health outcomes. Exeter Hospital provides access to taxi vouchers and ride programs for those patients that require assistance, and partners with a number of community based organizations providing services to under-served and at risk populations. 4. Social Determinants of Health (SDOH): SDOHs were identified in aggregate as having a major impact on health in the Exeter Hospital community including:Economic Stability - Employment - Food Insecurity - Housing Instability - Poverty Education - Early Childhood Education and Development - Enrollment in Higher Education - High School Graduation - Language and Literacy Social and Community Context - Community Participation - Discrimination - Social Connection Health and Health Care - Access to Health Care - Access to Primary Care - Health Literacy - Neighborhood and Built Environment - Access to Healthy Foods - Violence & Trauma - Environmental Conditions - Quality of HousingExeter has tried to address many of these complex and long standing drivers of health through our partnerships with multiple community partner organizations who are financially supported through our targeted sponsorship programs, and, pre-Covid, our currently suspended community grant program. 5. Needs of Older Adults and Other Underserved Populations: New Hampshire has the second-oldest population in the nation, with one out of every five residents currently over the age of 60. This trend is set to continue. According to AARP, 1-in-5 Americans over the age of 65 does not drive. That equates to 75,000 non-driving older adults in New Hampshire by 2030, based on population projections.In addition, the 2022 CHNA identified individuals with disabilities, members of the LGBTQ+ Community, and underrepresented members of racial and ethnic minority groups as risks for health status, driven significantly in gaps in SDOH. Exeter Hospital works to address many of these complex and long standing drivers of health through partnerships with community partner organizations who are financially supported through the Hospital's targeted sponsorship programs. FY23 Schedule H-Implementation Strategy Update:The Hospital's 2022 Implementation strategy ("Community Needs Action Plan") which was adopted by the Exeter Board of Trustees on 9/30/22 at the same time as the CHNA, can be found here: https://www.exeterhospital.com/About-Us/Community-BenefitsSelect initiatives and programs included in that Community Needs Action Plan included:Continue funding of community benefit programs: - Community Health Education: provided a net community benefit expense $364,701, serving 755 persons - Provision of clinical settings for undergraduate training impacting 149 individuals with a community benefit expense of $1,800,587 - Subsidization of clinical research focused on the National Cancer Institute Research Protocols that impacted 763 individuals at a community benefit expense of $256,176 - Paramedic/EMT training was provided to 5 individuals with an associated community benefit expense of $79,865(Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 5) Continue free and discounted health services: - Charity Care: To help support increased access to care, Exeter provided Charity Care of $588,467 (calculated at cost) during the fiscal year covered by this filing, which served 525 people. - Access Plus Program: Exeter provided further enhanced access to care through its The Uninsured Care Discount/Hospital Access Plus Program. Under the program, patients who are uninsured will not be charged more than amounts generally billed to patients who have insurance covering the same care. Exeter Hospital, prior to billing the patients, applies a discount towards gross charges for patients who are uninsured. This discount is not valid for patients who have health insurance coverage, including but not limited to: Medicare, Medicaid, MedPay, third-party liability, or any other state or federal programs. - Financial Assistance Program: Exeter's Financial Assistance Program (FAP) is a community-based program available to uninsured and under-insured patients who meet income and asset guidelines, and who live in our service area. To qualify, patients must first have applied for all other sources of coverage, including the Healthcare Exchange and the New Hampshire Health Protection Program. - Catastrophic Care: Exeter also offered a Catastrophic Care Program, which provides financial relief for those patients who do not qualify for our Financial Assistance Program, but who are faced with a substantial debt due to a serious illness or injury. This program is calculated based on a percentage of the patient's gross income.Continue underwriting of Government sponsored health costs exceeding reimbursement (Medicare and Medicaid), including: $25,174,178 in subsidized services to 5,771 Medicaid patients, and $49,059,006 in subsidized services to 68,060 Medicare patients.Continue subsidization of critical health services: - Diabetes: provided $1,024,285 in subsidized diabetes care to 762 people - Mental health: contracted with Seacoast Mental Health to provide $668,865 in subsidized services to patients in our emergency room and inpatient units. - Paramedicine: Provided community based paramedic intercept program that assisted 425 individuals via $1,777,537 in subsidized program services. - Women's and Children's Services: Provided family center classes, support groups, oncology services, and bereavement services to 1,814 people and a net community benefit expense of $125,442, and provided 211 home visits for new moms at a community benefit expense of $142,741. - Pediatrics Coverage program providing specialized clinical supporter to our emergency and inpatient pediatric patients with an associated community benefit expense of $2,128,638. - Transportation: Assisted 390 individuals with transportation via ride services and taxi vouchers with a community benefit expense of $56,721. - Made a $512,864 contribution to the NH Drug and Alcohol Fund, joining other hospitals across the state in helping to help fund state sponsored SUD initiatives. - Continue targeted organizational sponsorship of mission aligned community partners.Engaged in both internal and external education regarding identified needs: - Provided $21,833 in subsidized school based programming related to avoiding and treating sports related injuries. Exeter Hospital also ran a Cancer Well Fit program with an associated community benefit expense of $28,262. In addition to the Hospital's traditional programs, an institution wide program educating staff on Trauma Informed Care was started to better support the needs of patients, especially those with mental and behavioral health issues and substance use disorders. - The Hospital also began implementation of a system-wide behavioral health plan including the integration of our first employed psychiatrist, the expansion of substance use support services in our emergency department, and inpatient units and the implementation of trauma based care. - Partnered with NHHA on advocacy related to building behavioral health capacity and improving access to primary care and interventions that address the social determinants of care. In particular we led the work of engaging hospitals in taking a broader role in the treatment of patients with substance use disorders, earning recognition at the annual New Hampshire Hospital Association event. - Expanded our DEIB work to identify and address gaps in access to health care. As specifically called for in our organizational strategic plan, we created a D.E.I.B. infrastructure, including an Executive Council and a separate Leadership team, focused on supporting the identification and elimination of barriers to equitable access to care for all patients, and worked to promote, support, and celebrate expanding diversity and inclusion among our workforce. - Leveraged philanthropy to support the expansion of behavioral health capacity, specifically raising over $200,000 that we used to expand staffing coverage in our ED and to develop a fund to support the care and comfort for the substantial number of patients holding in our emergency room who are waiting placement in inpatient mental health facilities. - Continued community based education and advocacy work, in particular around behavioral health and mental health. Community Partners:Exeter Hospital is committed to improving the health and wellbeing of residents within its service area by collaborating with a diverse group of community partners. The Hospital works together with these partners to reduce barriers to health, increase prevention and/or self-management of chronic disease, and increase the early detection of illness. (Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 6) The Hospital's community partners include: - Alliance for Community Transportation (COAST or Triplink) - American Foundation for Suicide Prevention - American Independence Museum - Annie's Angels - Arts in Reach - Austin17House - Big Brothers Big Sisters - Birchtree Center - Breath New Hampshire - Chase Home - Exeter Chamber of Commerce - Hampton Chamber of Commerce - Portsmouth Chamber Collaborative - Lamprey Healthcare (FQHC) - Seacoast Mental Health - Exeter Rotary - Hampton Rotary - Greater Seacoast Community Health - Saint Vincent dePaul, Exeter - Exeter YMCA - Plaistow YMCA - Seacoast Family Promise - Transportation Assistance for Seacoast Citizens - Waypoint: Ritchie McFarland - Racial Unity Team - Gather - Leadership Seacoast - Girls on the Run - Key Collective - NAMI NH - Connors Climb - Haven - Pinetree Institute - Seacoast Outright - Riverwoods (CCRC) - Black Lives Matter - SOS Recovery - On Belay - Cross Roads House - Center for Life Management - Children's Museum of NH - End 68 Hours of Hunger - Exeter Historical Society - Exeter Parks and Recreation (for 277 Water Street) - Krempels Center - Rockingham Meals on Wheels - My Breast Cancer Support - New Generation, Inc. - New Hampshire Children's Trust - New Hampshire Cancer Collaborative - Northeast Passage - One Sky Community Services - Raymond Coalition for Youth - SoRock - Pine Street Players - Seacoast Eat Local - Seacoast Velo Kids - Womenade of Greater Squamscott - Workforce Housing Coalition - Zebra Crossing - Equality Health Center - Hope on Haven Hill - NH Hospice & Palliative Care - Society of St. Vincent de Paul Hampton - Ready RidesAs described in detail in this supporting narrative to the Form 990, Schedule H, Exeter Hospital is deeply dedicated to its community benefits operations and to improving the health of its community, and has taken steps to try and have some response to each of the identified needs. However, in response to Schedule H, Part V, Section B, Question 11, there were some needs identified in the most recent CHNA that are not specifically included or substantially addressed in the Implementation Strategy. Those needs include: - Economic Stability - Employment - Food Insecurity - Housing Instability and Quality - Poverty - Education - Social Connection - Access to Healthy Foods - Violence & Trauma - Environmental ConditionsExeter Hospital is unable to substantially address these needs due to limited financial resources. However, the Hospital does continue to partner with organizations where possible to provide support for sponsorships and grants. In addition, in many cases, the Hospital has joined with the New Hampshire Hospital Association, the New Hampshire Medical Society, as well as civic organizations like the regional Chambers of Commerce, the New Hampshire Business and Industry Association, and other charitable organizations, to advocate for further investments and improvement. As noted in the detail above, Exeter Hospital's primary tool for assessing the healthcare needs of the communities served is through the CHNA and IS (Schedule H Part VI Question 2).Form 990 Schedule H Part VI Supplemental Information:The purpose of this Form 990, Schedule H narrative disclosure is to help the reader understand in more detail how Exeter Hospital cares for its community by providing financial assistance. 11.48% of Exeter Hospital's total expenses as reported on Form 990, Part IX, Line 24, are incurred in providing Financial Assistance and Certain Other Community Benefits at Cost. Community Benefits-Annual Community Benefits Report:As previously noted in this filing, Exeter Hospital's most recent Community Health Needs Assessment (CHNA) and Implementation Strategy were completed and approved by the Board of Trustees during the fiscal year ended September 30, 2022, as required pursuant to the regulations under Internal Revenue Code Section 501(r). In addition, as noted in this Form 990 Schedule H, Part I, Lines 6a and 6b, the Hospital prepares an annual Community Benefits Report that is submitted to the New Hampshire Attorney General (Schedule H, Part VI, Line 7). That filing is available for public inspection at the Attorney General's Office, on the Attorney General's website and on the Hospital website at: https://www.exeterhospital.com/About-Us/Community-Benefits There are some differences between the New Hampshire Attorney General definition of Charity Care and Community Benefits and the Internal Revenue Service definition of Financial Assistance and Community Benefits. As such, there may be variances between these Schedule H disclosures and the report Exeter Hospital filed with the Attorney General's office. Emergency Care Access:In addition, as noted in this Form 990, Schedule H, Part V, Section A, Exeter Hospital is a General Medical and Surgical Hospital, providing 24-hour emergency medical care to all patients without regard to ability to pay. Financial Assistance and Certain Other Community Benefits-Charity Care and Means Tested Government ProgramsFinancial Assistance:Exeter Hospital's net cost of charity care was $588,467 for the fiscal year ended September 30, 2023, and has been reported on this Schedule H, Part I, Line 7a.As previously noted in this Form 990, Exeter Hospital is one of eleven hospitals within the Beth Israel Lahey Health network. Combined, these hospitals' net cost of charity care, including care for emergent services provided to non-paying patients, and including payments to the Health Safety Net Trust, was $73,152,852 for the fiscal year ended September 30, 2023. Other Uncompensated Charity Care-Medicaid and Medicare:In addition to the charity care reported above, Exeter Hospital also provides care to patients who participate in other programs designed to support low-income families, including particularly the Medicaid program, which is jointly funded by federal and state governments. During the fiscal period covered by this filing, the costs for Exeter Hospital related to treating Medicaid patients exceeded payments from the government by $25,174,178, which represented 8.19% of the Hospital's overall expenses as reported on this Schedule H, Part I, Line 7b. Medicare is the federally sponsored health insurance program for elderly or disabled patients, and Exeter Hospital provides care to patients who participate in the Medicare program. During the fiscal period covered by this filing, Exeter Hospital generated $102,018,836 related to treating Medicare patients. The costs of providing care to Medicare patients exceeded revenue by $49,059,006. In response to the Form 990, Schedule H, Part III, Line 8, although Exeter Hospital considers the provision of clinical care to all Medicare patients as part of its community benefit, the shortfall related to treating Medicare patients is not quantified on page 1 of the Schedule H. Instead, per the IRS instructions to Schedule H, Exeter Hospital has separately reported this amount in Schedule H, Part III, Line 7, as required. However, if the Medicare shortfall were included in the Schedule H, Part I, Line 7 calculation, it would increase to 27.44%.Schedule H Question 7 Percentage Methodology: The percentages calculated in Part I, Line 7, column (f) were based on each item of Financial Assistance and Community Benefit as a percentage of Total Expenses reported in Part IX of this Form 990. (Continued in supplemental footnotes)
Form 990, Schedule H, Supplemental Information (part 7) Financial statement Footnotes:The consolidated audited financial statements of the Beth Israel Lahey Health, Inc. (BILH) and Affiliates for the fiscal year ended September 30, 2023, include the accounts of: Beth Israel Deaconess Medical Center, Inc. (BIDMC), Mount Auburn Hospital (MAH), New England Baptist Hospital (NEBH), Beth Israel Deaconess Hospital - Milton, Inc. (Milton), Beth Israel Deaconess Hospital - Needham, Inc. (Needham), Beth Israel Deaconess Hospital - Plymouth, Inc. (Plymouth), Lahey Clinic Foundation (LCF) , Lahey Clinic (LCI), Lahey Clinic Hospital d/b/a Lahey Hospital and Medical Center (LHMC), Winchester Hospital (Winchester), Northeast Hospital Corporation (Northeast), Anna Jaques Hospital (AJH), Beth Israel Lahey Health Pharmacy, and the Joslin Diabetes Center and their Affiliates. The financial statements of the System also include a controlled affiliate, Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. (HMFP). Finally, effective July 1, 2023, BILH became the sole member of Exeter Health Resources, Inc. (EHRI), and three months of EHRI's activity as well as three months of EHRI's affiliates' activity, including Exeter Hospital, are included in the audited financial statements of BILH and Affiliates.Patient Accounts Receivable and Related Allowance for Doubtful Accounts:As reported in the Beth Israel Lahey Health Audited Financial Statements:the System's patient service revenue is reported at the amount that reflects the consideration to which the System expects to be entitled in exchange for providing patient care. These amounts are due from patients, third-party payors (including managed care payers and government programs), and others and include an estimate of variable consideration for retroactive revenue adjustments due to settlement of audits, reviews, and investigations. Generally, the System bills the patients and third-party payors several days after the services are performed and/or the patient is discharged from the System's facility.Emergency Care Access:The Exeter Hospital Department of Emergency Medicine provides medically necessary care for all people regardless of their ability to pay. The Hospital offers this care for all patients that come to this facility 24 hours a day, 7 days a week, and 365 days a year.Financial Assistance Policy-Internal Revenue Code Section 501(r)(4):Financial Assistance Policy Purpose:Exeter Hospital is dedicated to providing financial assistance to patients who have healthcare needs and are uninsured, underinsured, ineligible for a government program, or otherwise unable to pay for medically necessary care based on their individual financial situation. This Financial Assistance Policy is intended to be in compliance with applicable federal and state laws for our service area. Patients eligible for financial assistance will receive discounted care from Exeter Hospital as well as providers who follow Exeter Hospital's Financial Assistance Policy. A list of all providers who provide care within Exeter Hospital as well as information indicating if the listed providers follow Exeter Hospital's Financial Assistance Policy is included in the Financial Assistance Policy. Exeter Hospital does not discriminate based on the patient's age, gender, race, creed, religion, disability, sexual orientation, gender identity, national origin or immigration status when determining eligibility.Financial Assistance Policy, Credit and Collection Policy and Emergency Care Policy:As required by IRC Section 501(r)(4) and the regulations promulgated thereunder, the Hospital maintains a written Financial Assistance Policy (FAP) that applies to all emergency and other medically necessary care provided by the Hospital facility. (Schedule H, Part I, Questions 1a and 1b.) Details related to emergency and other medically necessary care covered by the policy are included within the policy, and the definition of emergency care meets the definition of the Emergency Medical Treatment and Labor Act (EMTALA), and Section 1867 of the Social Security Act (42 USC 1395dd). (Schedule H, Part V, Section B, Question 21.) The FAP includes a list of providers other than the Hospital itself, which are covered by the FAP and specifies eligibility criteria for both free and discounted care. The FAP also includes the basis for calculating amounts charged to patients. The provider list is updated not less than quarterly. The Hospital maintains a separate Credit and Collection Policy as permitted under the Treasury regulations and this Credit and Collection Policy is referenced within the FAP as required, along with information on how to obtain a free copy of the Credit and Collection Policy. (Schedule H, Part III, Section C, Questions 9a and 9b; and Part V, Section B, Question 17.) The Hospital's FAP and Credit & Collection policy were adopted by an Authorized Body as required pursuant to the IRC Section 501(r) Treasury Regulations effective on or about August 15, 2020.Financial Assistance Policy-Applying for Assistance:The Hospital's FAP includes information on the method for applying for Financial Assistance under the FAP. In addition, the Hospital's Financial Assistance Application includes a list of information/documentation required as part of a patient's application for Financial Assistance. (Schedule H, Part V, Section B, Question 15.)Financial Assistance Policy-Eligibility Guidelines:The Hospital's FAP uses the Federal Poverty Guidelines in determining eligibility for free and discounted care. (Schedule H, Part I, Question 3a and 3b; and Part V, Section B, Question 13.) In addition, the Hospital's FAP provides for Financial Assistance based on medical hardship and asset level. (Schedule H, Part I, Questions 3c and 4; Part V, Section B, Question 13; and Part VI, Question 3.) Finally, the Hospital understands that not all patients are able to complete a Financial Assistance Application or comply with requests for documentation. There may be instances under which a patient or guarantor's qualification for Financial Assistance is established without completing the application form. Other information may be used by the Hospital to determine whether a patient or guarantor's account is uncollectible, and this information will be used to determine presumptive eligibility as outlined in the Hospital's FAP. (Schedule H, Part I, Questions 3c).Financial Assistance-Public Assistance Programs (Schedule H, Part I, Question 3c):In addition to Financial Assistance eligibility under the Hospital's FAP, for those individuals who are uninsured or underinsured, the Hospital will work with patients to assist them in applying for public assistance and/or Hospital Financial Assistance Programs that may cover some or all of their unpaid Hospital bills. In order to help uninsured and underinsured individuals find available and appropriate options, the Hospital will provide all individuals with a general notice of the availability of public assistance and Financial Assistance Programs during the patient's initial in-person registration at a Hospital location for a service, in all billing invoices that are sent to a patient or guarantor, and when the provider is notified or through its own due diligence becomes aware of a change in the patient's eligibility status for public or private insurance coverage.Hospital patients may be eligible for free or reduced cost of health care services through various state public assistance programs as well as the Hospital Financial Assistance Programs (including but not limited to Medicaid, the premium assistance payment program operated by the Health Connector, the Children's Medical Security Program and Medical Hardship). Such programs are intended to assist low-income patients taking into account each individual's ability to contribute to the cost of his or her care. For those individuals that are uninsured or underinsured, the Hospital will, when requested, help them with applying for either coverage through public assistance programs or Hospital Financial Assistance Programs that may cover all or some of their unpaid Hospital bills.Financial Assistance Policy-Translations:The Hospital's FAP, Credit and Collection Policy and Plain Language Summary of the FAP (see detail below) have all been translated into the languages spoken by those in the Hospital's community who may communicate in a language other than English. The Hospital has translated these documents into the languages of Limited English Proficiency (LEP) of its patients, 5% of the population, or 1,000 persons, whichever is less, in accordance with the regulations promulgated under IRC Section 501(r). Based on the Hospital's review of this safe harbor, the Hospital has translated these documents into the following languages: Spanish. (Schedule H, Part V, Section B, Question 16i).(Continued in supplemental statements)
Form 990, Schedule H, Supplemental Information (part 8) Financial Assistance Policy-Widely Publicizing and Availability:Copies of the FAP, Credit and Collection Policy, FAP Summary, and Application for Financial Assistance are all available in both English and all LEP languages at the Hospital, by mail free of charge and/or on the Hospital's website at the link below (Schedule H, Part V, Section B, Questions 16a, 16b, 16c, 16d, 16e, 16h): https://www.exeterhospital.com/patients-and-visitors/Financial-Assistance. In addition, the FAP, Credit and Collection Policy, FAP Summary, and Application for Financial Assistance are all available in the Hospital's Emergency Department and Financial Counseling Office. (Schedule H, Part V, Section B, Question 16f; and Schedule H, Part VI, Question 3.)The Hospital maintains signage and conspicuous public displays about Financial Assistance and the FAP designed to attract the attention of patients and visitors, including in both the emergency department and admissions. Such signage is posted both in English and the LEP languages noted above. In addition, financial counseling personnel routinely visit locations designated for signage to ensure that such signage remains visible to patients and visitors as attended. The Hospital provides information about the FAP to patients before discharge and conspicuously within billing statements. Information provided to patients in these communications include contact information for those that can help provide additional information about the FAP, information on the application process, and the website where the FAP can be obtained. Additionally, a plain language summary of the FAP is provided to patients as part of the intake or discharge process. (Schedule H, Part V, Section B, Question 16g.) Financial Assistance Policy-Plain Language Summary:As noted in this narrative support to the Form 990, Schedule H, the Hospital has a Plain Language Summary of its FAP. This is a written statement designed to notify patients and visitors that the Hospital has a written FAP and provides Financial Assistance. This Plain Language Summary includes information on free and discounted care, how to obtain a copy of the FAP policy and application, including the website address, and the location and phone number of the financial counseling office. The Plain Language Summary also includes the list of languages into which the FAP and summary have been translated, as well as how to access information on providers not covered by the FAP and to which other related Hospitals approval under the FAP will apply. Links to Financial Assistance Policy and Related Documents:The link to the Exeter Hospital Financial Assistance Policy (FAP) and the following related documents can be found on the Hospital's website. - Credit and Collection Policy- Application for Financial Assistance- Medical Hardship Application- Financial Assistance Policy Plain Language Summary Additional information on patient Financial Assistance and billing, all in English and Spanish, can be found on the Exeter Hospital website at: https://www.exeterhospital.com/patients-and-visitors/Financial-AssistanceLimitation on Charges-Internal Revenue Code Section 501(r)(5):Limitation on Charges:As required by IRC Section 501(r)(5) and the regulations promulgated thereunder, the Hospital limits the amounts charged for any emergency or other medically necessary care it provides to a Financial Assistance-eligible patient, to not more than Amounts Generally Billed (AGB), and limits the amounts charged to any Financial Assistance eligible patient for all other medical care to less than gross charges. Amounts Generally Billed-Look Back Method:The Hospital calculates its AGB, using the Look Back Method, dividing the total payments received from all Commercial plans and Medicare by the total charges sent to those same payers for the previous fiscal year. Calculated AGB is included in the Hospital's FAP as required under the regulations detailing the requirements under IRC Section 501(r)(5). (Schedule H, Part V, Section B, Question 22.) Patient Refunds for Charges in Excess of Amounts Generally Billed:The Hospital regularly monitors the financial accounts of Financial Assistance eligible patients. Where a patient submits a completed application for Financial Assistance and is determined to be eligible for Financial Assistance, the Hospital refunds any amounts previously paid for care that exceeds the amount that the patient is personally responsible for paying where such amounts are equal to or exceed $5.00.Billing and Collections-501(r)(6):Extraordinary Collection Activities:The Hospital does not engage in any Extraordinary Collection Activities (ECAs) for Financial Assistance eligible patients. Specifically, the Hospital does not report to credit agencies, engage in legal or judicial processes, or sell a patient's outstanding amounts owed for patient care. In addition, this extends to any third-party contracted with the Hospital related to billing and collections. (Schedule H, Part V, Section B, Questions 18 and 19.)Application Period:Patients may apply for Financial Assistance at any time up to two hundred forty (240) days after the first post-discharge billing statement is available. Financial Assistance and Certain Other Community Benefits - Research:As noted throughout this Form 990, Exeter Hospital became part of the Beth Israel Lahey Health (BILH) network of affiliates effective July 1, 2023. Although Exeter Hospital does not directly engage in research, Beth Israel Deaconess Medical Center (BIDMC), Lahey Clinic, New England Baptist Hospital, and the Joslin Diabetes Center all engage in research activities designed to care for patients not only at these hospitals, but across the communities served by BILH and beyond. Although the research activities of these BILH affiliates are not quantified here in Exeter Hospital's Form 990, Schedule H, Part I, 7h, as already noted, these activities are important to the communities served by the Hospital and beyond, and information on the research engaged in at BIDMC, a sister entity to Exeter Hospital, during the period covered by this filing is included below. Beth Israel Deaconess Medical Center, Inc. (BIDMC or Medical Center) is a tertiary care academic medical center providing leading edge patient care, is a world class research institution, and is devoted to teaching and training the medical professionals of tomorrow as well as embracing technological and clinical practice innovations. To that end, part of the Medical Center's mission is to be a world-class research institution where outstanding scientists work to develop new knowledge for the betterment of the health of our local and extended communities. The research program strives to be renowned for its bench-to-bedside model of translational research and for its collaboration with industry as a pathway for transferring the fruits of research into products and treatments that improve the quality of life.The Medical Center's notable research accomplishments include consistently being ranked in the top tier of independent hospitals in National Institutes of Health (NIH) funding. The Medical Center scientists continue to search for improved understanding of diseases and better treatments for patients, which in turn directly impact the lives of our patients and improve the Medical Center's patient care. During the fiscal period covered by this filing, there were more than 1,220 active federal, industry, and foundation sponsored projects and more than 2,500 active exempt, expedited, and full board-reviewed clinical research studies. BIDMC research is led by more than 280 Principal Investigators, the majority of whom are Harvard Medical School Faculty. The key areas of research include vascular biology, molecular imaging, transplantation, signal transduction, cancer biology, metabolic disease, neurobiology, AIDS, vaccine development and virology, infection control and infectious diseases, and cardiology/cardiac surgery. As noted in this filing, the Medical Center is a teaching hospital of Harvard Medical School and is committed to maintaining a collaborative culture; to maintaining modern, high-quality facilities; and to taking full advantage of the unique relationships that exist among the Harvard Medical School and the Harvard teaching hospitals. The Medical Center designs and implements many interdepartmental and interdisciplinary research programs within the institution. The Medical Center also collaborates with other nationally recognized and world renowned experts in various fields in an effort to translate new knowledge into novel medical treatments and patient care.(Continued in supplemental footnotes)
Form 990, Schedule H, Supplemental Information (part 9) The Medical Center participates in Harvard Catalyst, the Harvard clinical and translational science center, which brings together the intellectual force, technologies, and clinical expertise at Harvard University and its academic, health care, as well as with community partners to create connections, enable research at the cutting edge of discovery, and nurture clinical and translational researchers with the goal of improving human health.Studies by Medical Center researchers are routinely published in the world's leading scientific journals, including Nature, Science, the Journal of the American Medical Association, and The New England Journal of Medicine, which helps to bring the research findings to clinicians and patients beyond the Medical Center. The Medical Center engages in research in all of the following disciplines:- Anesthesia, Critical Care, and Pain Medicine - Emergency Medicine - Medicine o Allergy and Inflammation o Cardiovascular Medicine o Center for Vascular Biology Research o Center for Virology and Vaccine Research o Clinical Informatics o Clinical Nutrition o Endocrinology o Experimental Medicine o Gastroenterology o General Medicine and Primary Care o Genetics o Gerontology o Hematology and Oncology o Hemostasis and Thrombosis o Immunology o Infectious Disease o Interdisciplinary Medicine and Biotechnology o Molecular and Vascular Medicine o Nephrology o Pulmonology o Rheumatology o Signal Transduction o Translational Research o Transplant Immunology- Neonatology - Neurology - Obstetrics and Gynecology - Orthopaedic Surgery - Pathology - Psychiatry - Radiology - Surgery o Cardiac Surgery o Center for Minimally Invasive Surgery o Neurosurgery o Plastic and Reconstructive Surgery o Vascular Surgery- Transplant InstituteDuring the fiscal year covered by this filing, the Medical Center incurred over $320 million in research expenses, more than $82 million of which were internally funded and reported on the BIDMC Schedule H, Part I, Line 7h, related to research to further science and patient care.Research Engaged in at the Medical Center:The real cornerstones of the Medical Center's success can be described in three key words: innovation, cultivation, and transformation. Beginning with support of bold and innovative ideas, extending to cultivation and nurturing of promising young scientists, and culminating in the transformation of novel discoveries into therapies and diagnostics, the Medical Center's research program has emerged as a unique and successful model for today's rapidly changing health care landscape.Examples of the Research Engaged in at BIDMC:Below is information related to just a handful of the cutting-edge research studies and principal investigators at the Medical Center. The detail below is designed to provide the reader with a taste of the many contributions the Medical Center is making to patient care today and tomorrow. Expenses from the research activities noted below are included in Form 990, Schedule H, Part I, Line 7h, Column (c), and may or may not be quantified in Form 990, Schedule H, Part I, Line 7h, Column (e), depending on funding source. Details on research efforts which were undertaken at BIDMC during the fiscal period covered by this filing are below. 1. A Potential New Weapon in the War Against Superbugs"The end of modern medicine as we know it." That's how the then-director general of the World Health Organization characterized the creeping problem of antimicrobial resistance in 2012.Without antibiotics to manage common bacterial infections, small injuries and minor infections become potentially fatal encounters. In 2019, more than 2.8 million antimicrobial-resistant infections occurred in the United States, and more than 35,000 people died as a result, according to the Centers for Disease Control and Prevention (CDC). A report from the United Nations issued earlier this year warned that number could rise to ten million global deaths annually if nothing is done to combat antimicrobial resistance.For nearly 25 years, James Kirby, MD, director of the Clinical Microbiology Laboratory at BIDMC, has worked to advance the fight against infectious diseases by finding and developing new, potent antimicrobials, and by better understanding how disease-causing bacteria make us sick. In a recent paper published in PLOS Biology, Kirby and colleagues investigated a naturally occurring antimicrobial agent discovered more than 80 years ago. Using leading-edge technology, Kirby's team demonstrated that chemical variants of the antibiotic, called streptothricins, showed potency against several contemporary drug-resistant strains of bacteria. What's more, they showed the antibiotic had a therapeutic effect in an animal model at non-toxic concentrations."A single dose cleared this organism from an infected animal model while avoiding any toxicity," Kirby said. "It was really remarkable." The researchers also revealed the unique mechanism by which streptothricin fights off bacterial infections. "We showed that nourseothricin acts in a completely new way compared to any other type of antibiotic, by inhibiting the ability of the organism to produce proteins in a very sneaky way," Kirby explained. "When a cell makes proteins, it makes them off a blueprint that tells the cell what amino acids to link together to build the protein. Our study helps explain how this antibiotic confuses the machinery so that the message is read incorrectly, and it starts to put together gibberish. Essentially the bacterial cell gets poisoned because it's producing junk."Streptothricin's unique action is very powerful because it means bacteria are currently helpless against it; that is, there's no environmental reservoir of potential resistance mechanisms, Kirby said. That gives humanity more time before pathogens evolve defense mechanisms against this brand-new class of antibiotic."We're still in the very early stages of development, but I think we've validated that this is a compound that's worth investing in further studies to find even better variants that eventually will meet the properties of a human therapeutic," Kirby said. (January 20, 2020). 2. Severe COVID-19 Linked with Molecular Signatures of Brain Aging, Researchers FindScientists at BIDMC found that gene usage in the brains of patients with COVID-19 is similar to those observed in aging brains. Using a molecular profiling technique called RNA sequencing to measure the levels of every gene expressed in a particular tissue sample, the scientists assessed changes in gene expression profiles in the brains of COVID-19 patients and compared them to those changes observed in the brains of uninfected individuals. The team's analysis, published in Nature Aging, suggested that many biological pathways that change with natural aging in the brain also changed in patients with severe COVID-19.Co-first and co-corresponding author Maria Mavrikaki, PhD, an instructor of pathology at BIDMC, and colleagues analyzed a total of 54 postmortem human frontal cortex tissue samples from adults 22 to 85 years old. "We observed that gene expression in the brain tissue of patients who died of COVID-19 closely resembled that of uninfected individuals 71 years old or older," said co-first author Jonathan Lee, PhD, a postdoctoral research fellow at BIDMC."Given these findings, we advocate for neurological follow-up of recovered COVID-19 patients," said senior and co-corresponding author Frank Slack, PhD, director of the Institute for RNA Medicine at BIDMC and the Shields Warren Mallinckrodt Professor of Medical Research at Harvard Medical School. "We also emphasize the potential clinical value in modifying the factors associated with the risk of dementia - such as controlling weight and reducing excessive alcohol consumption - to reduce the risk or delay the development of aging-related neurological pathologies and cognitive decline."Better understanding of the molecular mechanisms underlying brain aging and cognitive decline in COVID-19 could lead to the development of novel therapeutics to address cognitive decline observed in COVID-19 patients. The team is now trying to understand what drives the aging-like effects in the brains of COVID-19 patients. 3. Research Suggests Political Events Impact Sleep: Study Finds Association Between Elections and Sleep, Alcohol Consumption and Overall Public MoodIn a paper published in the National Sleep Foundation's journal Sleep Health, researchers at BIDMC showed that major sociopolitical events can have global impacts on sleep that are associated with significant fluctuations in the public's collective mood, well-being, and alcohol consumption. (Continued in supplemental footnotes)
Form 990, Schedule H, Supplemental Information (part 10) As part of a larger study exploring the sleep and psychological repercussions of the COVID-19 pandemic, the team surveyed 437 participants in the United States and 106 international participants daily between October 1-13, 2020 (before the election), and October 30-November 12, 2020 (days surrounding the November 3 U.S. election). With regard to sleep, both U.S. and non-U.S. participants reported losing sleep in the run-up to the election; however, U.S. respondents had significantly less time in bed in the days around the election. On Election night itself, U.S. participants reported waking up frequently during the night and experiencing poorer sleep efficiency.U.S. participants who ever reported drinking alcohol significantly increased consumption on three days during the assessment period: Halloween, Election Day and the day the election was called by more media outlets, Saturday, November 7. Among non-U.S. participants, there was no change in alcohol consumption over the November assessment period.When the scientists looked at how these changes in behavior may have affected mood and well-being of U.S participants, they found significant links between sleep and drinking, stress, negative mood, and depression."This is the first study to find that there is a relationship between the previously reported changes in Election Day public mood and sleep the night of the election," said corresponding author Tony Cunningham, PhD, director of the Center for Sleep and Cognition at BIDMC. "Moreover, it is not just that elections may influence sleep, but evidence suggests that sleep may influence civic engagement and participation in elections as well. Thus, if the relationship between sleep and elections is also bidirectional, it will be important for future research to determine how public mood and stress effects on sleep leading up to an election may effect or even alter its outcome." 4. Targeted Care Reverses Racial/Ethnic Health Disparities in Colon Cancer Screening, Researchers FindIn a retrospective review of patients who had a recent primary care visit in a well-resourced safety-net health system serving a diverse population, a team led by researchers at BIDMC aimed to better define the links between patients' socio-demographic characteristics and colorectal screening. Evaluating self-reported factors including race, ethnicity, preferred language, mental health and substance use status, the team's more granular assessment provided findings that contradict traditional U.S. healthcare disparities, with Hispanic and Spanish-speaking patients screening at significantly higher rates than white and English-speaking patients. The counterintuitive findings, published in Preventive Medicine, demonstrate that a healthcare system designed to provide equal access to screening for underserved patients can address the disparities commonly seen in cancer screening."Investment into a multicultural workforce and outreach efforts to underserved patients may counteract some of the implicit or explicit biases seen on health systems that have led to traditional racial/ethnic disparities," said senior author Heidi J. Rayala, MD, PhD, urologist at BIDMC. "Our study showed differences in odds of successful screening based on sub-sections of traditionally defined ethnicities - such as breaking down "Hispanic" into more specific cultures and backgrounds - and that suggests that future research should focus on better understanding individual cultures and communities, rather than lumping patients into overly large groups."Rayala and colleagues looked at de-identified records of more than 22,000 patients between 50- and 75-years old who saw a primary care physician at Cambridge Health Alliance (CHA) in 2018 to 2019. Of the 22,000 patients included in the study, 16,065 underwent colorectal screening, an overall screening rate of 73 percent-on par with Massachusetts' overall colorectal screening rates. However, Massachusetts' numbers reflect national racial and ethnic disparities, in which people of color do not get screened as often as white people, showing a screening rate of 56 percent of Hispanic individuals and 68 percent of Black individuals compared to 76 percent for white individuals.In contrast, at CHA, Hispanics had the highest screening rates of 78 percent. Rayala and colleagues further broke out participants by more granular demographic factors, finding the ethnicity of Portuguese/Azorean received screening at 79 percent. Spanish speakers in general had the highest screening rate of nearly 80 percent. 5. Patients Overwhelmingly Prefer Immediate Access to Test Results, Even When the News May Not Be GoodIn April 2021, new federal rules went into effect mandating that healthcare providers make nearly all test results and clinical notes immediately available to patients. Evidence suggests that patients may gain important clinical benefits by reviewing their medical records, and access through electronic patient portals has been advocated as a strategy for empowering patients to manage their health care and for strengthening patient-clinician relationships. However, concerns remain about the effects of releasing test results to patients before clinicians offer counsel or interpretation.In a first-of-its-kind multisite survey of more than 8,000 patients who accessed their test results via an online patient portal account, researchers at BIDMC and colleagues found that users overwhelmingly supported receiving the results immediately, even if their provider had not yet reviewed them. The findings, published in JAMA Network Open, showed only a small subset of patients reported experiencing additional worry after receiving abnormal test results. In addition, pre-counseling by the health care team before tests were ordered was linked to reduced worry among patients with abnormal results."Online patient portals have emerged as important tools for increasing patient engagement," said co-senior author Catherine M. DesRoches, DrPH, executive director of OpenNotes, the international movement based at BIDMC focused on increasing information transparency in healthcare. "They enable patients to access information, participate in medical decision-making and to communicate with clinicians. Prior studies performed by OpenNotes investigators established immediate release of clinical notes as a recommended best practice. However, releasing test results to patients immediately, often before a clinician can provide counseling and context, was yet to be studied widely."To assess patient and caregiver attitudes and preferences related to receiving test results through the patient portal, DesRoches and colleagues delivered surveys to more than 43,000 patients and care partners who accessed their test results via an online patient portal account between April 2021 and April 2022. When asked about their preferences for contacts about future test results, 90 percent of respondents with normal results indicated they would prefer receiving their result via the patient portal. The survey results suggest that patients receiving not normal results are indeed at increased risk for worry. Nevertheless, more than 95 percent of participants who received abnormal test results reported preferring to continue to receive immediately released results through the portal."Respondents overwhelmingly preferred to receive test results through the patient portal, even if it meant viewing results prior to discussing them with a healthcare professional," said co-author Liz Salmi, communications and patient initiatives director of OpenNotes at BIDMC. "As healthcare systems continue to navigate this new era of health information transparency, balancing patients' expectation of immediate access to their information with the need to manage increased worry is important." 6. Sharp Rise in Cardiovascular Risk Factors Among Young Adults Foreshadows Public Health CrisisIn a study published in JAMA and presented at the American College of Cardiology Scientific Sessions, researchers at BIDMC analyzed more than a decade's worth of data to examine rates of cardiovascular risk factors - such as high blood pressure, diabetes, obesity and smoking - among US adults from 2009 to March 2020. The researchers observed a rise in hypertension and significant increases in diabetes and obesity rates among young adults, with no significant improvement in control of blood pressure or blood sugar. The scientists also observed substantial variation in these trends by race and ethnicity.(Continued in supplemental footnotes)
Form 990, Schedule H, Supplemental Information (part 11) "The onset of cardiovascular risk factors early in life is associated with a higher risk of heart disease and acute events, such as heart attack and stroke, resulting in the substantial loss of quality of life and years of life," said corresponding author Rishi K. Wadhera, MD, MPP, MPhil, section head of Health Policy and Equity at the Smith Center for Outcomes Research in Cardiology at BIDMC. "Therefore, the substantial rise in the burden of cardiovascular risk factors among young adults will have major public health implications as the population ages."Wadhera and colleagues observed that the prevalence of hypertension increased and saw statistically significant increases in rates of diabetes and obesity during the study period. The percentage of young adults with a smoking history was high and did not change. In contrast, rates of high cholesterol declined, a decrease the scientists suggest reflects government regulation of the use of trans fatty acids and other partially hydrogenated oils in packaged convenience foods and fast-food restaurants.The researchers found substantial variation in prevalence of risk factors by race and ethnicity. Obesity significantly increased across all racial and ethnic groups except Black adults. While rates of hypertension increased among Mexican Americans and other Hispanic adults, Black adults experienced the highest rates of hypertension.The researchers also examined cardiovascular risk factor treatment and control rates among young adults. Only about 55 percent of young adults with high blood pressure receive treatment for the condition. Rates of diabetes treatment were also low, with one out of two young adults on therapy for their diabetes. Nearly half of young adults on treatment for diabetes had poor blood sugar control."The suboptimal treatment rates for high blood pressure and diabetes are concerning and may be because many young adults aren't aware of their diagnosis," said Wadhera. "The rise in cardiovascular risk factors that we observed should be a call-to-action to intensify public health and clinical interventions focused on the prevention and treatment of cardiovascular risk factors in young adults." 7. Costs of Natural Disasters Set to Spiral with Continued Rise in CO2 and Global Temperature, Study ShowsIn a paper published in the Journal of Climate Change and Health, members of the BIDMC Fellowship in Disaster Medicine estimated that climate change-related natural disasters have increased since 1980 and have already cost the United States more than $2 trillion in recovery costs. Their analysis also suggests that as atmospheric carbon dioxide levels and the global temperature continue to rise, the frequency and severity of disasters will increase, with recovery costs potentially rising exponentially."The United States spends a staggering amount on costs secondary to natural disasters," said senior author Gregory Ciottone, MD, director of the Disaster Medicine Fellowship at BIDMC. "Carbon dioxide levels and temperatures have increased over the past four decades and are strongly positively correlated with the number and cost of billion-dollar disasters, suggesting the annual number of events will continue to increase along with their economic burden. Measures are needed to mitigate those costs."To assess the relationship between rising carbon dioxide levels, temperatures and the number of disasters costing a billion dollars or more in the United States, Ciottone and colleagues analyzed data between 1980-2021 from the National Center for Environmental Information (NCEI). The team found that the increases in atmospheric carbon dioxide levels and temperature - tightly linked to each other - were associated with increasing numbers of events per year, as well as fatalities. After adjusting dollar values for inflation, their analysis showed that more frequent and more severe disasters are incurring rising costs.Among their findings: From 1980-1989, there were 3 billion-dollar events per year and 297 deaths per year, costing a total of $19.5 billion. By 2010-2019, the rise in carbon dioxide levels and temperature were linked with 13 annual events, 523 annual deaths, and $89.2 billion in recovery costs, a fourfold increase."Framing disasters in this economic light can bring more attention and motivation for change to alter policymakers' decisions," said corresponding author Vijai Bhola, MD, a graduate of the Disaster Medicine Fellowship at BIDMC, who notes the current analysis captures just a fraction of the costs incurred by climate change. "These costs represent a combination of immediate and longer-term restoration estimates. What they do not reflect, however, are factors such as destruction of natural resources or loss of life, and therefore these numbers significantly underestimate the true cost of climate-related disasters." 8. Researchers Test AI Powered Chatbots Medical Diagnostic AbilityIn a recent experiment published in JAMA, physician-researchers at BIDMC tested one well-known publicly available chatbot's ability to make accurate diagnoses in challenging medical cases. The team found that the generative AI, Chat-GPT 4, selected the correct diagnosis as its top diagnosis nearly 40 percent of the time and provided the correct diagnosis in its list of potential diagnoses in two-thirds of challenging cases.Generative AI chatbots are powerful tools poised to revolutionize creative industries, education, customer service and more. However, little is known about their potential performance in the clinical setting, such as complex diagnostic reasoning."Recent advances in artificial intelligence have led to generative AI models that are capable of detailed text-based responses that score highly in standardized medical examinations," said Adam Rodman, MD, MPH, co-director of the Innovations in Media and Education Delivery (iMED) Initiative at BIDMC. "We wanted to know if such a generative model could 'think like a doctor, so we asked one to solve standardized complex diagnostic cases used for educational purposes. It did really, really well."To assess the chatbot's diagnostic skills, Rodman and colleagues used clinicopathological case conferences (CPCs), a series of complex and challenging patient cases including relevant clinical and laboratory data, imaging studies, and histopathological findings published in the New England Journal of Medicine for educational purposes.Evaluating 70 CPC cases, the artificial intelligence exactly matched the final CPC diagnosis in 27 (39 percent) of cases. In 64 percent of the cases, the final CPC diagnosis was included in the AI's differential - a list of possible conditions that could account for a patient's symptoms, medical history, clinical findings and laboratory or imaging results."While Chatbots cannot replace the expertise and knowledge of a trained medical professional, generative AI is a promising potential adjunct to human cognition in diagnosis," said first author Zahir Kanjee, MD, MPH, a hospitalist at BIDMC. "It has the potential to help physicians make sense of complex medical data and broaden or refine our diagnostic thinking. We need more research on the optimal uses, benefits and limits of this technology, and a lot of privacy issues need sorting out, but these are exciting findings for the future of diagnosis and patient care.""Our study adds to a growing body of literature demonstrating the promising capabilities of AI technology," said co-author Byron Crowe, MD, an internal medicine physician at BIDMC. "Further investigation will help us better understand how these new AI models might transform health care delivery." 9. Integrating Technology to Better Support Mental Health CareOver the past decade, demand for mental health services has risen significantly, with the number of adults receiving psychiatric care increasing by more than 12 percent since 2011, according to the National Alliance for Mental Illness. However, a shortage of mental health clinicians means many people are still not able to access the care they need. (Continued in supplemental footnotes)
Form 990, Schedule H, Supplemental Information (part 12) In a case study published in NEJM Catalyst, clinician-investigators in the Division of Digital Psychiatry at BIDMC highlight a model they developed for integrating digital technologies and brief evidence-based treatment into in-person psychiatry. Known as the Digital Clinic, the team's innovative hybrid care model expands patients' access to highly effective mental health care while significantly decreasing patient wait times and length of treatment. Additionally, the team's recent pilot study suggests that this model may yield post-treatment improvements in patients' symptoms of depression and anxiety that are comparable to, if not better than, traditional models of care."As the severity of mental health crises increases, evidenced by rising rates of depression and anxiety especially in young people, it's critical that innovative solutions are developed to increase access to high-quality psychiatric care," said senior author John Torous, MD, MBI, director of the Division of Digital Psychiatry at BIDMC. "Our encouraging findings suggest that when we target depression and anxiety with brief, technology-enhanced, evidence-based treatment, our patients can obtain meaningful gains."In a recent pilot study of 40 adult patients who received eight weeks of treatment for depression and/or anxiety in the Digital Clinic between October 2022 and January 2023, 67 percent of patients' mental health outcomes that were targeted in treatment reflected clinically significant improvement. Notably, 64 percent of those patient outcomes reflected remission, defined as having "mild, minimal or no symptoms" by the end of treatment."These outcomes meet and exceed outcomes from longer-term treatment," said Torous, who added that recent meta-analyses of mainly mainstream, evidence-based treatments found remission rates of just over half for anxiety disorders and roughly one third for depression. Likewise, studies have shown that digital approaches to mental health can yield impressive results when patients consistently engage with them, but decades of user-centered design and gamification have not solved the problem of keeping people regularly interacting with the technology long term."We designed the Digital Clinic to harness the strengths of both traditional and digital mental health care," said first author Natalia Macrynikola, PhD, a postdoctoral research fellow at BIDMC. "The benefits of human rapport, the therapeutic alliance, and a therapist's ability to tailor evidenced-based therapeutic interventions to the needs of each client are tangible advantages of traditional care, whereas the scalability and accessibility of digital approaches confer clear advantages that should not be overlooked." 10. New National Standards for Neonatal Intensive Care Aim to Achieve Health Equity for US NewbornsLed by BIDMC neonatologist Ann R. Stark, MD, in her capacity as medical director of the NICU Verification Program for the American Academy of Pediatrics (AAP), a team of neonatal leaders and experienced clinicians have established new standards for levels of neonatal care that specify the personnel, equipment and services hospitals need to provide for newborns and families. Based on AAP policy, evidence-based literature and standards of professional practice, Standards for Levels of Neonatal Care: II, III, & IV, appeared in the AAP's journal Pediatrics."We have created these standards with a goal to improve outcomes, increase access to care, improve standardization across all levels of neonatal care and achieve health equity for babies across the country," said Stark, "We were concerned that first, all babies should be treated in a place with appropriate care and second, that the facility has the people and the equipment that are appropriate for their degree of illness or immaturity." The United States ranks 35th in neonatal mortality among developed nations; more than three babies out of every 1,000 babies die within their first month of life. Many factors contribute to these shocking numbers, however, experts agree one reason is the lack of national standards for neonatal intensive care units (NICUs). With publication of the new standards, and when processes are in place, the AAP program will be able to verify a neonatal facility's compliance and designate that it provides a specific level of neonatal care (II, III or IV). Hospitals will submit data and undergo a survey of their facility. Those that meet requirements will be able to state that they are AAP-verified at a particular level of neonatal care. The designation then will be transparent to physicians and families deciding where to deliver and/or seek care for their baby."Parents should understand the level of neonatal care available where they are delivering," said Stark. "Whether they are born in urban academic medical centers or rural community hospitals, all babies deserve optimal care. Adoption of the AAP neonatal standards is a vital step toward high-quality and equitable care."Financial Assistance and Certain Other Community Benefits - Graduate Medical Education:As noted throughout this Form 990, Exeter Hospital joined the Beth Israel Lahey Health (BILH) network of affiliates effective July 1, 2023. Although Exeter Hospital does not directly engage in Health Professions Education / Graduate Medical Education of residents and fellows, Beth Israel Deaconess Medical Center (BIDMC), Lahey Clinic Hospital, New England Baptist Hospital, and Mount Auburn Hospital all engage in educational activities designed to train the physicians and other healthcare practitioners of tomorrow. Across BILH hospitals, costs for training medical professionals exceeded $202 million. Reimbursement from Medicare for these activities was approximately $68 million which left a combined shortfall related to these activities across BILH of over $134 million. Although the educational activities of these BILH affiliates are not quantified here in Exeter Hospital's Form 990, Schedule H, Part I, Line 7f, as already noted, these activities are important to the communities served by Exeter Hospital and beyond. In addition, information on the teaching activities at BIDMC, a sister entity to Exeter Hospital, during the period covered by this filing, is included below.The Medical Center's devotion to teaching, respect for students and trainees, and willingness to embrace technological and clinical practice innovation make the Medical Center a top choice among medical students and health care professionals. The Medical Center trains hundreds of medical students, interns, residents, and fellows, as well as professionals in nursing, social work, and the allied health sciences. The Medical Center has 63 Accreditation Councils for Graduate Medical Education (ACGME) approved clinical residency and fellowship programs with 731 residents and clinical fellows. In addition, the Medical Center has 44 nonstandard clinical fellowship programs with 53 trainees per year. Staff physicians at the Medical Center who hold faculty appointments at Harvard Medical School instruct the doctors of tomorrow through supervision of their daily patient care and a range of interactive learning experiences.Core Clinical Training Programs:The Medical Center sponsors core clinical training programs in the following fields:- Anesthesiology- Emergency Medicine- Ear, Nose and Throat (Otolaryngology)- Internal Medicine- Neurology- Neurosurgery- Obstetrics and Gynecology- Pathology- Plastic Surgery - Psychiatry- Radiology- Surgery- Transitional Year- UrologyResidency Programs:The Medical Center sponsors Accreditation Council for Graduate Medical Education (ACGME) approved residency programs in each of the core clinical training programs listed above. Fellowship Programs:In addition to the resident training programs listed above, the Medical Center sponsors a wide variety of Fellowship Training Programs for eligible doctors who have completed their residency and want to engage in more specialized study. More than half of these programs (47 of 91) are ACGME approved or approved by a comparable body related to the particular subspecialty. The Medical Center sponsors the following fellowship programs: - Anesthesia: Adult Cardiothoracic Anesthesiology, Advanced Clinical Anesthesia, Anesthesia for Outpatient Surgery, Critical Care Medicine, Neuroanesthesia, Neuro Critical Care, Obstetric Anesthesiology, Pain Medicine, Regional Anesthesia, Vascular Anesthesia, Patient Safety and Quality Improvement in Anesthesia, and Anesthesia Medical Education - Dermatology: Cutaneous Oncology, Dermatology Research Fellowship in Clinical Trials and Outcomes Research (CLEARS) - Emergency Medicine: Emergency Medical Services, Emergency Ultrasound, Disaster Medicine, and Academic Emergency Medicine(Continued in supplemental footnotes)
Form 990, Schedule H, Supplemental Information (part 13) - Internal Medicine: Advanced Cardiac Non-Invasive Imaging, Advanced Endocrine, Diabetes and Metabolism, Advanced Endoscopy, Advanced Infectious Disease, Advanced Nephrology, Cardiac Magnetic Resonance Imaging, Cardiovascular Disease, Celiac Disease, Clinical Cardiac Electrophysiology, Clinical Informatics, Endocrinology, Diabetes, and Metabolism, Gastroenterology, General Medicine, Geriatric Medicine, Geriatric and Diabetes, GI Motility/Functional Bowel Disorders, Global Health, Hematology and Medical Oncology, Hepatology, Hospice and Palliative Care, Infectious Disease, Inflammatory Bowel Disease, Interventional Cardiology, Interventional Pulmonology, Nephrology, Pulmonary Critical Care, Rheumatology, Sleep Medicine, Sleep Respiration, Structural Heart Disease, Transplant Hepatology, Transplant Nephrology, and LGBTQIA+ Health - Neurology: Autonomic Disorders, Cognitive Behavioral Neurology, Clinical Neurophysiology, Epilepsy, Movement Disorders, Multiple Sclerosis, Neurology-HIV, Neuromuscular Medicine, Neuro-Oncology, Vascular Neurology, and Neuro Critical Care - Obstetrics and Gynecology: Female Pelvic Medicine & Reconstructive Surgery, Gynecologic Oncology, Maternal Fetal Medicine, and Reproductive Endocrinology - Pathology: Blood Banking/Transfusion Medicine, Cytopathology, Dermatopathology, Hematopathology, Medical Microbiology, Medical Microbiology - CPEP, Neuropathology, and Selective Pathology - Psychiatry: Early Psychosis - Radiology: Diagnostic, Abdominal Radiology, Breast Imaging Radiology, Interventional Radiology-Independent, Interventional Radiology-Integrated, MRI, Musculoskeletal Imaging (MSK), Neuroradiology, and Thoracic Imaging Radiology - Radiation Oncology: Brachytherapy and Stereotatic - Surgery: Abdominal Transplant Surgery/Kidney, Acute Care Surgery, Anterior Segment Ophthalmology, Colon and Rectal Surgery, Cornea and Refractive Surgery, Cerebrovascular and Endovascular Neurosurgery, Head & Neck Surgical Oncology & Reconstruction, Interdisciplinary Breast Surgery, Lymphatic Surgery, Minimally Invasive Bariatric Surgery, Neurosurgery/Ortho Spine, Orthopaedic Hand Surgery, Orthopaedic Spine Surgery, Otolaryngology Fellowship, Plastic Surgery, Plastic Surgery/Aesthetic Reconstruction, Plastic Surgery/Breast Reconstruction, Podiatry, Surgical Critical Care, Thoracic Surgery, Urology, Urology Male Infertility/Sexual Dysfunction, Vascular Surgery, Vascular Surgery-Integrated, and Joints FellowshipAdditional Information on Clinical Residency and Fellowships - ExamplesBelow is more detail on just a few of the specific Graduate Medical Education programs offered at the Medical Center:Harvard Affiliated Emergency Medicine Residency at BIDMC:The Beth Israel Deaconess Medical Center Harvard Affiliated Emergency Medicine Residency is a three-year program (PGY-1 to PGY-3) affiliated with Harvard Medical School and is based at Beth Israel Deaconess Medical Center (BIDMC), a 57,000 visit per year Level I Trauma Center. Residents rotate at Children's Hospital Boston, Brockton Hospital, Cambridge Health Alliance, Tufts Medical Center, St. Luke's Hospital, Mount Auburn Hospital, South Shore Hospital, and Beth Israel Deaconess Hospital-Needham.The educational goals of the residency are to promote excellence in the clinical, academic, and administrative aspects of Emergency Medicine. Residents are taught how to be outstanding clinicians. This is accomplished through clinical experience in several busy emergency departments as well as through a high quality didactic program. During the clinical experience, the residents are closely supervised and given graded responsibility for patient care and ultimately for patient flow in the Emergency Department. Additionally, residents are taught how to supervise medical students and other residents and how to teach the practice of Emergency Medicine. Residents teach medical students and prehospital personnel, and contribute to the didactic program. Senior residents take on the responsibility of supervising junior residents in the clinical arena. The focus of the residency program is on teaching the leadership skills necessary to direct a busy emergency department in any setting.The other major educational goal of the residency is to develop the research and academic skills required for a career in academic Emergency Medicine. Participation in research is promoted through a system of mentorship, journal club participation, and a didactic program that teaches research design and statistical methods. Residents are required to complete a research or academic project that results in a paper suitable for publication. Funding is available within the Division of Emergency Medicine at Harvard Medical School and the Department of Emergency Medicine at BIDMC. Promoting the administrative aspects of Emergency Medicine is another goal of the BIDMC Harvard Affiliated Emergency Medicine Residency. Through an EMS/Administrative rotation and a longitudinal experience in prehospital administration, residents gain experience in running a local prehospital system.This program takes advantage of the unique academic opportunities at Harvard Medical School, the Harvard teaching hospitals, and the Harvard School of Public Health. These opportunities include the outstanding experience available through Boston Children's Hospital and the Departments of Medicine, Surgery, Obstetrics and Gynecology, and Anesthesia at Beth Israel Deaconess Medical Center. Internal Medicine Education at BIDMC:The goal of this program is to develop each resident's judgment and skills to provide the highest quality medical care. The Medical Center trains residents as academic internists and provides the foundation for the practice of internal medicine or for subsequent clinical and research training in medical subspecialties. Residents are exposed to a wide array of patients in various inpatient and outpatient settings, including different units within BIDMC, Dana Farber Cancer Institute, and West Roxbury Veterans Affairs Medical Center. Clinical teaching is a focus at BIDMC and is comprised of formal and informal daily rounds and noontime conferences. This teaching provides the basis of an organized curriculum for all medical interns and residents at BIDMC.Internship:The internship year emphasizes the care of patients in general inpatient medicine, intensive care medicine, oncology, cardiology, emergency medicine and ambulatory care utilizing both campuses and selected outside sites. Working as part of a 2-4 physician team which includes an overseeing resident, attending staff and often medical students, interns gain experience in the management of patients with a broad range of medical diseases. Interns have primary responsibility for the care of all patients admitted to the medical ward service and are considered their patient's primary inpatient doctor for the duration of the hospitalization. Throughout intern year, interns maintain a longitudinal continuity clinic experience where they develop a panel of their own primary care patients. During most of the year, with the exception of intensive care rotations, an intern will have clinic one half-day per week.Distributed throughout the year are four "ambulatory blocks" of two weeks duration. During this time the intern is in their continuity clinic every afternoon and attends outpatient specific didactic lectures during the morning hours. As members of the Harvard faculty, interns play an important role in teaching, both of their peers and of rotating medical students. While on the medical wards, interns provide daily clinical guidance and teaching to third and fourth year medical students. As part of the ambulatory care curriculum, interns will also have the opportunity to lead pre-clinic conferences. During the year, there are special intern-only educational activities including the twice-weekly Intern Report, monthly intern forum sessions and bi-annual 24-hour intern retreats.(Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 14) Junior and Senior Residency:Residency solidifies clinical and teaching skills and allows trainees to experience leadership of a medical team. Junior residency provides the first opportunity for residents to supervise house staff teams on general medical services and in the medical and cardiac intensive care units. Senior residency promotes consolidation and refinement of these skills, with attendings allowing increasing autonomy. The resident on the service is looked on as the team leader and assumes primary responsibility for teaching of the team. Residency also provides opportunities for increased elective time to sample subspecialty rotations. This provides additional specialty training in areas of interest. The elective opportunities are diverse, ranging from electrophysiology to musculoskeletal medicine to health policy. Residents also have the opportunity to participate in one of several "tracks" within the residency program if interested in additional specific training resources and experiences.Teaching as a Resident:As mentioned above, residents are viewed as some of the primary teachers within the Department of Medicine. Some of these teaching opportunities will also be observed by department faculty to help the resident refine the style and effectiveness of their teaching. Teaching opportunities will include:Leading inpatient medicine rounds: - Residents are in charge of running ward rounds. Medical students and interns present to the resident during rounds. The attending hospitalist is considered the resident's consultant, with the resident retaining the primary decision-making role for the patients on their service.- During the months on medical wards, the Chief Residents and Firm Chiefs are assigned to do walk round once each week with one of the residents on their Firm. They will observe the resident running the ward rounds and provide feedback on the teaching skills observed during rounds.Leading teaching attending rounds: - During every rotation on the medical wards, each resident will lead one to three attending rounds sessions. The two teaching attendings help provide feedback on the resident's small group discussion and teaching skills. Small group presentations: - During ambulatory weeks, residents will lead a majority of the pre-clinic conferences, typically presenting either a challenging ambulatory case or ambulatory-based topic.- Once during residency, each junior resident will also present a journal article of ambulatory care significance at ambulatory journal club to a small group of their peers. Internal Medicine Global Health Program:Our mission is to train leaders in global health to be effective practitioners in underserved, resource-limited settings and to design, manage, improve and evaluate global public health programs that address the health problems of the world's neediest populations.Program Objectives:- Introduce global health issues to BIDMC medical residents - Contribute to the health and well-being of underserved populations in Boston and around the world - Enrich the medical knowledge and enhance the clinical skills of residents by practicing in unique settings with limited resources - Expand research opportunities - Advance the careers of BIDMC residents in the fields of international health, public policy and research Site Locations:- Botswana: The Department has a permanent presence in Botswana with a member of our department full-time at Scottish Livingstone Hospital in Molepolole, Botswana. - Vietnam: The Medical Center has a permanent presence in Vietnam. Physician and nurse training on HIV/AIDS care in Vietnam takes place through funding from the Centers for Disease Control and Prevention. - Additional locations: The Department offers rotations at the Albert Schweitzer Hospital in Gabon and other international sites. Residents can also do rotations through the Indian Health Service or at BIDMC-affiliated community health centers.Global Health Track:Learning how to work effectively in resource-limited settings requires both training and experience. Participants in the Global Health Track will participate with learners from around the world in the Global Health Effectiveness Program at the Harvard School of Public Health; they will engage in our hospital-wide, year-long global health curriculum and journal club, and they will be given the opportunity for two field experiences during residency. Hospital-wide Global Health Program:The BIDMC Global Health Program is a hospital-wide program available to all BIDMC residents. While requirements and timelines may differ between departments and specialties, the overarching goal is to provide residents with further training and education in the discipline of global health. Neurology Education at BIDMC:The Harvard Medical School Neurology Program at Beth Israel Deaconess Medical Center and Children's Hospital in Boston, Massachusetts was founded in 1996 as the successor to the Harvard-Longwood Neurology Program. The Program concentrates on the training and research opportunities available on the Harvard Medical School Longwood campus, by combining the resources of two major Harvard teaching hospitals, Beth Israel Deaconess Medical Center and Children's Hospital. These combined hospitals, with over 800 inpatient beds and extensive outpatient clinics, provide the setting for training physicians in the art and science of clinical neurology.The combined faculty consists of more than 80 neurologists at the two participating hospitals, and provides core experiences in inpatient and outpatient neurology, as well as training in electrophysiology (including EEG, EMG, and sleep polysomnography) and neuropathology. The key distinguishing feature of the program is the close relationship between the clinical faculty, nearly all of whom are full-time academic neurologists engaged in substantive research and teaching efforts, and a select group of residents who are keenly interested in forging academic careers in neurology. Virtually all of the clinical training takes place within a 2 block radius on the Harvard Medical School Longwood campus. A critical component of the program is the opportunity for residents to have a mentored teaching experience as well as the opportunity to undertake a mentored project, which may entail either clinical or laboratory based investigation or preparation of innovative teaching materials or methods.Pathology Education at BIDMCThe Department of Pathology at Beth Israel Deaconess Medical Center is committed to providing state-of-the-art training to prepare physicians for leadership roles in pathology and academic medicine. The program offers three resident training pathways: First, a combined anatomic pathology/clinical pathology (AP/CP) pathway provides comprehensive training in all areas of tissue diagnostics and laboratory medicine. Second, the AP only pathway prepares residents for careers as academic surgical pathologists. Third, the CP only pathway prepares residents for careers as future leaders in laboratory medicine. All pathways include extensive opportunities to participate in research projects with world-renowned experts in pathology or related disciplines. Knowledge comes through experience and extensive interaction with faculty. In anatomic pathology sign out, residents prepare their own diagnoses and are then in a position to take full advantage of sign out with staff members. In clinical pathology, residents gain experience during daily rounds with attendings, Socratic tutorials, and through positioning of residents as an intermediary between clinician and laboratory. There are daily teaching and case management conferences covering the different pathology specialties. Given the important role pathologists play in teaching medical students and colleagues in other specialties, the program provides guidance for residents as they hone their teaching skills. Such "resident-as-teacher" programs are common in other specialties but not as well-developed in pathology. The curriculum includes sessions designed to improve skills related to giving feedback and small group teaching. There is a session on developing presentation skills with close mentoring of first year residents, by specific faculty who have also been through the curriculum, as they prepare for their first presentation. There are also opportunities for residents to teach medical students both within our department and at Harvard Medical School, as well as to receive feedback on their teaching skills. (Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 15) Recognizing the need to integrate technology into residency training, all first year residents are provided with iPads. These tablets allow residents to more easily preview the slides that are routinely scanned for our Surgical Slide Conference. Genomic technology will affect the practice of all medical practitioners. As the physicians who manage the hospital laboratories, pathologists must understand next-generation sequencing technology and its application to patient care. In 2009, the program created, to our knowledge, the first genomic pathology curriculum in the country. The curriculum has been published and has served as the basis for a collaborative effort to develop a national genomics curriculum (www.ascp.org/trig).Training in evidence-based medicine is critical. A first-year resident journal club allows an introduction to critical review of the medical literature. In later years, residents lead small-group discussions in monthly journal clubs. There is also an evidence-based transfusion medicine curriculum to hone these skills during CP training. Radiology Education at BIDMC:The Radiology residency provides four years of training in Diagnostic Imaging. Appointments are held jointly as a resident at the Medical Center and as a clinical fellow at Harvard Medical School. With a central role in clinical service, teaching, and research, the Radiology Department performs over 400,000 radiologic examinations each year. The department provides radiography, CT, ultrasound, MRI, nuclear medicine, mammography, angiography, and interventional radiology services to both the medical center as well as our affiliated health care facilities. A radiology research and animal laboratory is housed adjacent to the Radiology Department. All residents, fellows, and faculty have appointments at Harvard Medical School. All radiologic studies are interpreted under the supervision of staff radiologists. The nuclear medicine program is a part of the Joint Program in Nuclear Medicine at Harvard Medical School. The department places strong emphasis on the quality of teaching-both in didactic lectures and in individual case-based teaching.With the advent of recent changes in residency training, the curriculum has recently been revised so that residents undertake a course of study which will permit them to obtain expertise not just in clinical subspecialties but also in other key areas such as research, education, global health, quality improvement, and health policy. Radiologic physics has been integrated into daily didactic sessions. In addition, many didactic sessions utilize audience response technology, video-recording, and iPad2 technology.There are nine formal sections in the department: abdominal imaging, breast imaging, cardiovascular and interventional radiology (CVIR), MRI, musculoskeletal imaging, neuroradiology, nuclear medicine, ultrasound, and thoracic imaging. Most non-angiographic interventional procedures are performed by the respective services. Residents rotating through these sections are provided with reading suggestions and material. Academic rotations are made up of thirteen 4-week blocks annually. At the end of each rotation residents receive written evaluations and have the opportunity to evaluate the staff.First year rotations emphasize fundamentals and common radiologic examinations in preparation for inpatient and emergency department responsibilities. Prior to taking call, all first year residents rotate through abdominal imaging, breast imaging, emergency radiology, fluoroscopy, musculoskeletal imaging, neuroradiology, nuclear medicine, thoracic imaging, and ultrasound.During the second year, residents continue to gain experience in these sections, performing and interpreting more advanced examinations and interventions as their levels of expertise increase. Additional rotations in more specialized topics occur throughout the second through fourth years, including interventional radiology, MRI, head and neck imaging, and pediatric radiology. In addition, all residents participate in a two-week rotation in quality assurance which provides them with essential skills for eventual board re-certification.Rotations at other training locations during the second and third years of training include:- Three months of training in pediatric radiology at the Boston Children's Hospital during the second year.- Four week program in radiologic-pathologic correlation at the Armed Forces Institute of Pathology (AIRP) sponsored by the American College of Radiology in Silver Springs, Maryland during the third year.- One month rotation at the Massachusetts Eye and Ear Infirmary in head-and-neck radiology during the third year.Upon completion of the second year of residency training, residents select an area of academic focus for their fourth year which will guide choices for the 3-month mini-fellowships and the other two months of elective time.Our Unique Educational Tracks:Currently, six tracks are offered: - Clinical - Education - Research - Global health - Quality improvement - Health policy/health economicsEach of these tracks has specific curricular offerings and educational goals. Most of the tracks are linked to specific educational endeavors. For example, a resident selecting the global health track will enroll in the global effectiveness curriculum offered by the Harvard School of Public Health and will spend time abroad providing clinical radiology services and undertaking a global health project. A resident selecting the education track will pursue advanced training in educational theory and adult learning by participating in the Harvard Macy Program for Physician Educators and undertake an educational project based at BIDMC or Harvard Medical School. A resident choosing the research track will participate in grant writing workshops and delve deeply into a research project of their choice.No matter which training track, the expectation is that every resident will have the opportunity to undertake a substantial project during residency that will culminate in presentation at a national meeting and/or publication.Surgery Education at BIDMC:The Roberta and Stephen R. Weiner Department of Surgery offers education opportunities for residents, fellows and medical students in Cardiac Surgery, General Surgery, Neurosurgery, Plastic and Reconstructive Surgery, Podiatry, Trauma Surgery, Minimally Invasive Surgery, Urology, and Vascular Surgery. Residents and fellows learn the most advanced techniques in a state-of-the-facility. Residents and fellows also have the opportunity to learn minimally invasive techniques at the Carl J. Shapiro Simulation and Skills Center, the first of its kind to be accredited in the country and located within the Medical Center.The Medical Center's Department of Surgery is one of three major teaching and research units of Harvard Medical School's Department of Surgery. At all levels, the house staff gain training and practical experience in the preoperative, operative, and post-operative care of patients. The program emphasizes resident-faculty interaction for educational purposes. Teaching conferences and seminars for the house staff capitalize on working relationships developed with the attending staff. Upon completion of five years of surgical training, residents are eligible for the American Board of Surgery Examination.Didactic Teaching:The program has dedicated education time, including a strong didactic conference schedule, to provide a basic foundation of surgical knowledge and skills. Required weekly conferences include: - Resident Curriculum Conference / MIS Skills Lab - Surgical Service Morbidity/Mortality & Surgical Grand Rounds - Combined GI ConferenceThroughout training, a primary responsibility of senior residents is teaching more junior residents and the students on their service. They are also responsible for the assignment of cases, clinical supervision of medical students and residents, and preparing material for service and teaching conferences.Additional Information Regarding Promoting the Health of the Community (Schedule H, Part VI, Questions 5 and 6):Open Medical Staff:The Hospital maintains an open medical staff and as noted in this Form 990 Parts I and VI, the majority of board members are independent community members. Affiliated Health Care System:As noted below and throughout this filing, BID-Milton is a member of the Beth Israel Lahey Health (BILH) network of affiliates. As noted in various narrative disclosures that support this Form 990 and related schedules for the period covered by this filing, BILH is a Massachusetts non-profit corporation exempt from income tax under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. (Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 16) Beth Israel Lahey Health's (BILH) mission is to support its affiliates and those affiliates' missions to improve the health of patients, their families and the communities served. BILH strives to accomplish this mission by providing services to its affiliates which support the delivering the high-quality health care that every patient deserves. BILH believes that effective care is easily accessible and simple to access so it is BILH's focus to provide patients with care that is in close proximity and convenient regardless of where patients live, their health history, or stage of life.Beth Israel Lahey Health (BILH) is the parent and a support organization of the BILH network of affiliates. The network comprises an integrated health care delivery system committed to expanding access to extraordinary patient care across eastern Massachusetts and advancing the science and practice of medicine through groundbreaking research and education. The BILH system includes academic and teaching hospitals, a premier orthopedics hospital, primary care and specialty care providers, ambulatory surgery centers, urgent care centers, community hospitals, homecare services, outpatient behavioral health centers and addiction treatment programs. BILH's community of clinicians, caregivers and staff includes approximately 4,800 physicians and 39,000 employees.The BILH purpose statement articulates the impact that each BILH affiliate strives to make in the communities served. These shared values guide each entity's daily efforts and keep each affiliate aligned in the pursuit of the BILH purpose, showing how "WE CARE" for patients, each other and the communities served.Purpose Statement: BILH creates healthier communities - one person at a time - through seamless care and ground-breaking science, driven by excellence, innovation and equity.BILH WE CARE Values:- Wellbeing. We provide a health-focused workplace and support a healthy work-life balance.- Empathy. We do our best to understand others' feelings, needs and perspectives.- Collaboration. We work together to achieve extraordinary results.- Accountability. We hold ourselves and each other to behaviors necessary to achieve our collective goals.- Respect. We value diversity and treat all members of our community with dignity and inclusiveness.- Equity. Everyone has the opportunity to attain their full potential in our workplace and through the care we provide.During the fiscal period covered by this filing, BILH served as the sole member of Beth Israel Deaconess Medical Center, Inc. (BIDMC), Mount Auburn Hospital (MAH), New England Baptist Hospital (NEBH), Beth Israel Deaconess Hospital -- Milton, Inc. (Milton), Beth Israel Deaconess Hospital -- Needham, Inc. (Needham), Beth Israel Deaconess Hospital -- Plymouth, Inc. (Plymouth), Lahey Health Shared Services (LHSS), Lahey Clinic Foundation (LCF), Winchester Hospital (Winchester), Northeast Hospital Corporation (NHC) which Includes Beverly, Addison Gilbert And Bayridge Hospitals, Northeast Behavioral Corporation (NBHC), Anna Jaques Hospital (AJH), the Beth Israel Lahey Health Performance Network (BILHPN), Joslin Diabetes Center, and the Beth Israel Lahey Health Pharmacy. The Lahey Clinic Foundation in turn served as the sole member of Lahey Clinic Inc, and Lahey Clinic Hospital d/b/a Lahey Hospital & Medical Center (LHMC). The entities listed here may have also, in turn, served as member to other network affiliates. Effective July 1, 2023, BILH also became the sole member of Exeter Health Resources, Inc. (EHRI) and its affiliates, including Exeter Hospital. Additional Information Regarding Promoting the Health of the Community (Schedule H, Part VI, Questions 5 and 6):Open Medical StaffThe Hospital maintains an open medical staff and as noted in this Form 990, Parts I and VI, the majority of board members are independent community members. Affiliated Health Care SystemAs noted below and throughout this filing, Exeter Hospital is a member of the Beth Israel Lahey Health (BILH) network of affiliates. As noted in various narrative disclosures that support this Form 990 and related schedules for the period covered by this filing, BILH is a Massachusetts non-profit corporation exempt from income tax under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. Beth Israel Lahey Health's (BILH) mission is to support its affiliates and those affiliates' missions to improve the health of patients, their families, and the communities served. BILH strives to accomplish this mission by providing services to its affiliates which support the delivering the high-quality health care that every patient deserves. BILH believes that effective care is easily accessible and simple to access, and so it is BILH's focus to provide patients with care that is in close proximity and convenient, regardless of where patients live, their health history, or stage of life.Beth Israel Lahey Health (BILH) is the parent and a support organization of the BILH network of affiliates. The network comprises an integrated health care delivery system committed to expanding access to extraordinary patient care across eastern Massachusetts and advancing the science and practice of medicine through groundbreaking research and education. The BILH system includes academic and teaching hospitals, a premier orthopedics hospital, primary care and specialty care providers, ambulatory surgery centers, urgent care centers, community hospitals, homecare services, outpatient behavioral health centers and addiction treatment programs. BILH's community of clinicians, caregivers and staff includes approximately 4,800 physicians and 39,000 employees.During the fiscal period covered by this filing, BILH served as the sole member of Beth Israel Deaconess Medical Center, Inc. (BIDMC), Mount Auburn Hospital (MAH), New England Baptist Hospital (NEBH), Beth Israel Deaconess Hospital -- Milton, Inc. (Milton), Beth Israel Deaconess Hospital -- Needham, Inc. (Needham), Beth Israel Deaconess Hospital -- Plymouth, Inc. (Plymouth), Lahey Health Shared Services (LHSS), Lahey Clinic Foundation (LCF), Winchester Hospital (Winchester), Northeast Hospital Corporation (NHC) which Includes Beverly, Addison Gilbert And Bayridge Hospitals, Northeast Behavioral Corporation (NBHC), Anna Jaques Hospital (AJH), the Beth Israel Lahey Health Performance Network (BILHPN), Joslin Diabetes Center, and the Beth Israel Lahey Health Pharmacy. The Lahey Clinic Foundation in turn served as the sole member of Lahey Clinic Inc, and Lahey Clinic Hospital d/b/a Lahey Hospital & Medical Center (LHMC). The entities listed here may have also, in turn, served as member to other network affiliates. Effective July 1, 2023, BILH also became the sole Member of Exeter Health Resources, Inc. (EHRI) and its affiliates including Exeter Hospital.BILH Network Accomplishments and Activities - Fiscal Year Ended September 30, 2023:The quantification for Schedule H, Part 1, Question 7 in this Form 990 filing reflects only the Financial Assistance and Certain Other Community Benefits at Cost of Exeter Hospital, and, as noted throughout this filing, Exeter Hospital is a member of the Beth Israel Lahey Health network. Below is additional information on the Financial Assistance and Community Benefits activities across all of the BILH hospitals. During the fiscal year covered by this filing BILH hospitals provided more than $48 million in net cost of charity care, including care for emergent services provided to non-paying patients and including payments to the Health Safety Net Trust.In addition to the charity care reported above, each of the BILH hospitals also provides care to patients who participate in other programs designed to support low-income families, including particularly the Medicaid program, which is jointly funded by federal and state governments. The Massachusetts Health Reform Law provided an initiative for expansion of Medicaid coverage to greater populations and for enrollment of uninsured patients in other insurance programs. Payments from Medicaid and other programs that insure low-income populations do not cover the cost of services provided. During the fiscal period covered by this filing, the cost of providing care to Medicaid patients across BILH exceeded payments received for providing that care resulting in a combined shortfall exceeding $61 million related to treating Medicaid patients. (Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 17) During the fiscal year covered by this filing, BILH hospitals provided combined Community Benefits, Community Health Improvement Services, Cash and In-Kind Contributions to Community Groups, as well as costs incurred related to subsidies for primary care, behavioral health care, and other care, at a loss totaling over $88 million. Across BILH hospitals, costs for training medical professionals exceeded $202 million. Reimbursement from Medicare for these activities was approximately $68 million, leaving a combined shortfall related to these activities across BILH of over $134 million, which is an investment in the health system of tomorrow. Research activities across BILH serve patient care both at BILH and beyond as part of the advancement of science. Beth Israel Deaconess Medical Center, Inc. (BIDMC or Medical Center) is a tertiary care academic medical center providing leading edge patient care, is a world class research institution and is devoted to teaching and training the medical professionals of tomorrow, embracing technological and clinical practice innovation and to that end, part of the Medical Center's mission is to be a world-class research institution where outstanding scientists work to develop new knowledge for the betterment of the health of our local and extended communities. BIDMC has the largest research operations across BILH and during the fiscal year covered by this filing, the Medical Center incurred over $320 million in research expenses, more than $82 million of which were internally funded.For additional information on these activities, as well as each hospital's most recent Community Health Needs Assessment and Implementation Strategy, please see Form 990 Schedule H for each of the BILH hospitals. Additional BILH Network Activities -- Expanding access and services, including to underserved patient populations in order to reduce health inequities; Continuing to provide high quality care at a lower cost; Behavioral Health; Community Investments - Fiscal Year Ended September 30, 2023:In addition, as noted further below, Beth Israel Lahey Health ("BILH") and its affiliates focused on expanding access and services, including to underserved patient populations in order to reduce health inequities. In addition, there was a strong focus on continuing to provide high quality care at a lower cost, when appropriate, as demonstrated by BILH's efforts to leverage community settings, keep care within the BILH Performance Network ("BILHPN"), and allow patients to receive care in their homes. The following highlights specific efforts during the period covered by this filing:Access & Expansion to Pharmacy Services:BILH Pharmacy has continued to expand its contractual relationships, allowing more patients to utilize its pharmacy for their prescriptions. In FY 2023, BILH Pharmacy successfully negotiated access to the Point32Health specialty pharmacy network as well as the WellSense Medicaid Accountable Care Organization ("ACO") plan. Examples of BILH Pharmacy's other efforts to expand patient access to medications include: - Enhanced medication authorization and access services to help patients obtain necessary insurance authorizations and find co-pay assistance, - Expanded the medication refill center to assist patients and providers in expediting medication renewals and ensuring prescribed medication and dosage are still appropriate, - Extended patient co-pay assistance programs to the Joslin Adult Diabetes clinic and Northeast Hospital Corporation patients, and - Expanded clinical pharmacy services in ambulatory clinics to help manage and optimize patients' complex medication therapies. BILH Pharmacy also expanded its clinical pharmacy presence in clinics to reduce the health equity gap in the use of highly impactful medications to treat patients with diabetes and atherosclerotic cardiovascular diseases by improving their blood pressure and hemoglobin A1C. Interventions centered around prescribing evidence-based medications, educating patients about their conditions, and ensuring access to medication. Initial results have demonstrated an increase in the use of GLP-1 agonists and SGLT-2 inhibitors by 32% in Black and Hispanic populations, an average reduction in hemoglobin A1c of 0.8, and a decrease of systolic and diastolic blood pressures of 7mmHg and 2mmHg respectively.Improvement in Lab Services: - BILH optimized the transportation routes of collected laboratory specimens to testing laboratories, ensuring high standards for turnaround times and maximum efficiency. This is foundational to the system's ability to consolidate testing, expand access to in-network laboratory services which in turn generally reduces cost, and support the provision of high-quality care and the clinician and patient experience. - Focus remained strong in developing physician practice delivery models and re-opening patient service centers. These efforts enhance community providers' ability to use BILH labs and increase patient access to BILH labs.Leveraging In-Network Care: - BILH operates a Transfer Center that facilitates patient access to the appropriate placement of patient transfers. With the creation of the Transfer Center, BILH has been able to retain patients who might otherwise have gone outside of the system. By expanding its focus to community hospitals, BILH has enhanced its ability to place patients, including at locations potentially closer to the patients' homes. - BILHPN operates a centralized referral management program that focuses on patients seeking out-of-network specialty care and redirecting them to in-network specialty care, when clinically appropriate. Throughout FY 2023, BILHPN redirected well over one thousand patient visits. In most cases, care retained within BILH resulted in enhanced care coordination at a lower cost of care.Enabling Patients to Receive Care at Home: - BILH launched its Hospital at Home program in FY 2023, starting with Lahey Clinic Hospital d/b/a Lahey Hospital & Medical Center. This has allowed eligible patients to be offered care in the setting most comfortable for them - their homes - while also customizing care plans and improving patients' mobility even while they are acutely ill. - In FY 2023, BILHPN put programs in place to manage length of stay at skilled nursing facilities ("SNFs"), reduce readmissions, and discharge medically appropriate patients directly to their homes with homecare services instead of to a SNF, provided patients are medically stable to return home after an acute care stay and will likely have better outcomes and lower cost of care.Behavioral Health: - In FY 2023, BILH Behavioral Services launched its Community Behavioral Health Center ("CBHC") in Lawrence, Massachusetts, consolidating outpatient, mobile crisis intervention, and adult community crisis stabilization services. The establishment of the CBHC is a part of the Commonwealth's Executive Office of Health and Human Services Roadmap for Behavioral Health Reform. - In addition, as part of the Roadmap for Behavioral Health Reform, BILH launched an Emergency Services Redesign that shifts emergency evaluations out of the Emergency Department ("ED"). BILH Behavioral Services also expanded its ED integration efforts to a total of six EDs, including Addison Gilbert Hospital, Anna Jaques Hospital, Beverly Hospital, Lahey Medical Center-Peabody, Beth Israel Deaconess Hospital-Milton, and Winchester Hospital.Health Equity: - BILH and Lawyers for Civil Rights launched a medical-legal partnership to provide free legal support to low-income patients, beginning at Beth Israel Deaconess Medical Center. The collaboration will expand BILH's ability to address health equity and expand access to health care for patients living in under-resourced communities. - BILHPN focused on reducing health equity disparities in diabetes and hypertension management by stratifying health outcomes by race, ethnicity and language; sharing performance data with primary care groups; and implementing clinical initiatives such as off-hour clinics, home blood pressure monitor distribution, continuous glucose monitoring, and outreach to patients with higher needs.(Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 18) Ongoing Initiatives:Enhanced Access for MassHealth Patients: - To mitigate barriers in access to care and increase the number of MassHealth patients that BILH serves, the system committed to universal network-wide provider participation in MassHealth. All BILH hospitals and providers employed by BILH or on whose behalf BILH jointly contracts participate in and/or have applied to participate in some form of MassHealth. In FY 2022, BILH signed a new MassHealth ACO contract with BMC HealthNet Plan / WellSense Health Plan that went into effect in April 2023. As part of this contract, BILHPN extended participation to all eligible primary care providers ("PCPs") who were not otherwise participating in a MassHealth ACO. Prior to that time, while all eligible BILHPN PCPs were participants in a form of MassHealth, some PCPs were not previously participating in a MassHealth ACO. - BILH has developed, refined and implemented a multicultural marketing, advertising, and outreach plan with the purpose of expanding access for underserved populations, including MassHealth patients, in targeted BILH service areas. Investments in Underserved Communities:- BILH hospitals have created and maintain strong connections to a network of affiliated hospitals and health centers that provide community-based care to historically underserved populations. In the regions that they serve, the Safety Net Affiliates ("SNAs") and Community Care Alliance ("CCA") Community Health Centers ("CHCs") are the cornerstone of BILH's delivery system regarding community-based care for MassHealth and historically underserved patients. o CCA CHCs include Bowdoin Street Health Center, Charles River Community Health, The Dimock Center, Fenway Health, and South Cove Community Health Center. o SNAs include Cambridge Health Alliance and Signature Healthcare Brockton Hospital.- BILH continues to invest in the CCA CHCs and SNAs, enabling them to expand their capabilities and care for more historically underserved patients. In FY 2022, BILH invested over $8 million in its CHCs and SNAs, in addition to engaging in regional planning and collaborative program development. These investments represent only a portion of a much larger community benefits investment portfolio that is described in greater detail in this and other BILH network tax filings. - BILH continues to explore additional opportunities with CHCs in Essex and Middlesex Counties. For example, BILH has established a telehealth pilot program between physicians at Addison Gilbert and Beverly Hospitals and patients at North Shore Community Health Center.BILH Behavioral Health Services:The Beth Israel Lahey Health Network (BILH) is committed to the behavioral health needs of the patients and communities serviced. Below are some of activities that BILH Behavioral Services (BILHBS) has provided to the patients and communities served by BILH and its affiliated entities. Addiction Services: Northeast Behavioral Health Corporation d/b/a Beth Israel Lahey Health Behavioral Services (NBHC or BILH BS) is the largest network of mental health and substance use disorder services in eastern Massachusetts, providing high-quality mental health and addiction treatment. This includes a full continuum of care for children and adults ranging from inpatient to community-based services. Treatment offerings include mobile crisis teams for behavioral and substance-related emergencies; inpatient psychiatric and detoxification treatment; residential programs; outpatient mental health and addiction clinics; and medication-assisted treatment programs for persons with opioid use disorders. Northeast Behavioral Health Corporation (NBHC) has over 250 beds in 9 facilities for patients requiring acute psychiatric, detoxification and post-acute diversionary services. Other offerings include many community-based services such as mobile emergency services teams, school and home-based counseling for youth and their families. BILHBS serves approximately 17,000 individuals annually, providing over 380,000 units of service, in a vast array of settings based on their needs.Because of the COVID-19 emergency, NBHC was forced to reconfigure its delivery model for many services. With multiple "brick and mortar" sites temporarily closed during the height of the pandemic, NBHC outfitted clinicians with the tools needed to offer telehealth services. By the end of the fiscal year, of the total units of service listed above, almost 61,000 were delivered via telehealth. In addition, as outlined below, NBHC supported BILH's system-wide response to the pandemic by quickly standing up a short-term stay community crisis stabilization unit on the campus of an affiliated entity. BILH BS continues to leverage telehealth services to connect to communities served across BILH. NBHC provided addiction treatment services with more than 200 inpatient and residential beds, operating 24/7 for addiction treatment. Addiction treatment includes both outpatient and inpatient treatment and prevention. Substance abuse counseling and group therapy is offered for both adults and teens, as are a range of court-ordered programs including operating under the influence (OUI) education and evaluations. Medication-assisted treatment for men and women addicted to heroin or prescription opioids is provided at locations in Gloucester and Danvers. Acute treatment programs providing inpatient detoxification services from drugs and/or alcohol in medical settings are available at treatment centers in Danvers and Tewksbury. In FY23 these centers served approximately 2,600 patients. NBHC also provided post-detoxification residential settings at multiple locations serving both men and women, including Hart House in Tewksbury which exclusively serves mothers with children. In FY23, NBHC's outpatient addiction programs provided 196,350 units of service, including 5,600 via telehealth, while inpatient and residential programs recorded 60,327 bed days.Ambulatory Services BILH BS' ambulatory division serves nearly 4,300 patients every year, delivering more than 108,000 units of services in various settings. More than 43,000 were delivered by telehealth Ambulatory programs and services offered under the children's behavioral health initiative (CBHI) including a broad range of counseling and therapy as well as more intensive treatment modalities. Outpatient mental health clinics in Salem, Lawrence, Gloucester and Beverly, and an outreach clinic in Haverhill, assist individuals and families through periods of stress and adjustment, providing therapy for depression, anxiety, trauma, bipolar disease, and chronic mental illness. Outreach counselors offer short and long-term therapy in homes, schools, and other appropriate community settings. All therapy programs are supported by medication clinics if that is determined to be an appropriate adjunct to treatment. In FY23, NBHC delivered 99,419 units of ambulatory services, supported by 8,432 psychopharmacology visits.(Continued in subsequent footnotes)
Form 990, Schedule H, Supplemental Information (part 19) Emergency Services: The Emergency Services Division offers emergency psychiatric services and includes the Emergency Services Program (ESP) and Community Crisis Stabilization (CCS) inpatient program. ESP provides emergency psychiatric assessments and supportive services 24/7 in a variety of settings, including homes, schools, outpatient clinics and hospitals. ESP services are provided within the community and within 10 hospitals emergency departments (ED) throughout the North Shore, Cape Ann and Merrimack Valley, including 6 non-BILH emergency departments. BILH BS' emergency psychiatric and mobile response teams in Lawrence, Salem and Lowell are available around the clock, providing psychiatric assessments and supportive services in various settings. NBHC provides these services in conjunction with a large number of area hospitals, including facilities outside of the BILH umbrella. Mobile crisis clinicians also respond to schools, homes and outpatient clinics, and NBHC also provides walk-in services at the three team locations. In addition to emergency evaluation, team members provide ongoing crisis counseling until the patient is stable and relationships are established with longer-term care providers. The Lawrence and Salem locations also house 8-bed community crisis stabilization units, which offer short-term (3-5 day) crisis beds in lieu of hospitalization for MassHealth, Medicare, and uninsured clients. In January 2023, the state of Massachusetts implemented Behavioral Health Redesign, which significantly impacted our emergency services teams. BILH BS was awarded one Community Behavioral Health Center (CBHC), located in Lawrence. The service areas for Salem and Lowell were transitioned to a different vendor. However, this allowed our Salem and Lowell teams to pivot inward to service the BILH system needs. During the fiscal period covered by this filing, emergency service programs had 13,502 encounters, 1,895 of which were done remotely, and the CCS programs recorded 2,546 bed days. NBHC is also on the forefront of expanding treatment for opioid use disorder (OUD). Several BILH organizations have taken steps to enhance care for patients with opioid use disorder (OUD) who present in emergency departments, particularly as these patients transition from the hospital to a long-term treatment program. The NBHC bridge clinic in Gloucester accepts patients referred from the Northeast Hospital Corp (NHC) emergency departments at both Beverly Hospital and Addison Gilbert Hospital and offers continuation of medication assisted treatment and support from recovery coaches. Beth Israel Deaconess Hospital Plymouth (BID-Plymouth) treats patients with OUD through medication-assisted treatment in the emergency department, and the Hospital works closely with community partners to provide ongoing support to patients. These programs are similar to services at Mount Auburn Hospital which also offers medication-assisted treatment in its emergency department. Patients can then be referred to the bridge clinic at Mount Auburn Hospital or BID-Plymouth for continued or additional treatment. Northeast Hospital Corporation, BID-Plymouth and Mount Auburn Hospitals are all part of the Beth Israel Lahey Health network and sister entities to NBHC.
Schedule H (Form 990) 2022
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number
22-2674014
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) Foundation for Healthy Communities Inc
125 Airport Road
Concord,NH03301
02-0275078 501(c)(3) 512,864 0     This contribution through the NH Foundation for Healthy Communities helps to support the NH Bureau of Drug and Alcohol services for their programs to combat addiction and substance misuse disorder.
(2) HAVEN Violence Prevention & Support Services
20 International Drive Suite 300
Portsmouth,NH03801
02-0337620 501(c)(3) 9,500 0     Event sponsorships to help support organization's mission to prevent sexual assault, domestic violence and stalking, and to support and empower all women, men, non-binary and transgender adults, youth and families to heal from abuse and rebuild their lives.
(3) Exeter Junior Softball and Baseball League
PO Box 471
Exeter,NH03833
75-3241754 501(c)(3) 7,000 0     To sponsor the organization's primary purpose which is to develop good sportsmanship among all players for the betterment of their emotional and social well-being.
(4) Transportation Assist for Seacoast Citizens
200 High Street
Hampton,NH03842
26-2869209 501(c)(3) 6,000 0     Event sponsorships to help support the organization's mission with helping people maintain their health, independence and dignity by providing rides to eligible residents of NH seacoast communities.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
4
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Part I, Line 2: The Grant program supports programming and events in Rockingham County. Proposals from a wide variety of organizations are considered. Preference is given to programs that fit within the priorities outlined in Exeter Hospital's Community Health Needs Assessment. The 2023-2026 priority areas are: Mental & Behavioral Health, Access to Healthcare, Transportation, Social Determinants of Health, Elder Care Support Services and Other Underserved Populations. In addition, we have historically identified several community partners that further its mission of providing quality medical services to the entire community, regardless of income. Applicants must be recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code. Organizations are eligible to apply for one grant per calendar year, but may also apply for sponsorship support. If an organization has received funding in the previous year or has an active grant, a grant report must be submitted to be considered for additional funding. Approval process and authorization: 1. Small grants and sponsorships up to $5,000 with annual commitments are approved by the VP of Strategy, Community Relations and Advancement. 2. Large grants, up to $40,000 per year and for up to three years require, in addition, the approval of the Chief Executive Officer or Chief Financial Officer in their absence. Exeter Hospital charitable contribution funding may not be used for: funding for individuals or families, Individual fundraising initiatives, religious organizations and church programs or events, public schools or political, labor, or fraternal organizations, political candidates, civic clubs, municipal, county, or state government. Each year a subcommittee of Exeter Health Resources, Inc.'s (parent company) Board of Trustees is charged with overseeing our Community Benefits program and our community needs assessment and reviews a detailed report on the previous year's grants/ contributions/sponsorships and approves the current year's plan for community support and recommends an allocation to support the coming year's grant program to the full Board for approval as part of the budget. That subcommittee and the larger Exeter Health Resources, Inc.'s (parent company) Board of Trustees are regularly updated on our community support initiatives. The Grant program was suspended in the spring of 2020 due to the economic impact of responding to COVID19. In December 2020, the Grant program was suspended for the remainder of the 2021 Fiscal Year. The program has not been reinstated for FY23, although the organization has resumed sponsorship commitments to non-profit organizations that further the greatest health needs in the community. Information about the Community Needs Assessment or the annual Grant program can be found on the following webpage: www.exeterhospital.com
Schedule I (Form 990) 2022



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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
2022
Open to Public Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
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
 
No
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
Yes
 
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) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (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
1Kevin Tabb MD
Trustee & CEO (Ex-Officio)
(i)

(ii)
0
-------------
2,103,982
0
-------------
0
0
-------------
403,253
0
-------------
257,320
0
-------------
42,597
0
-------------
2,807,152
0
-------------
0
2Kevin J Callahan
Trustee, CEO & President
(i)

(ii)
0
-------------
717,155
0
-------------
751,685
0
-------------
-17,729
0
-------------
6,100
0
-------------
27,917
0
-------------
1,485,128
0
-------------
0
3Cindy Rios
Treasurer (Ex-Off), BILH Int CFO
(i)

(ii)
0
-------------
574,544
0
-------------
174,475
0
-------------
53,027
0
-------------
188,510
0
-------------
32,426
0
-------------
1,022,982
0
-------------
0
4Jamie Katz Esq
Clerk (Ex-Off), BILH General Counsel
(i)

(ii)
0
-------------
794,826
0
-------------
0
0
-------------
103,367
0
-------------
7,320
0
-------------
8,544
0
-------------
914,057
0
-------------
0
5Peter Shorett
Trustee (Ex-Officio); EVP & CSO
(i)

(ii)
0
-------------
796,018
0
-------------
0
0
-------------
47,834
0
-------------
7,320
0
-------------
30,622
0
-------------
881,794
0
-------------
0
6Debra Cresta
Pres (start 07/23) & Ttee (Ex-Off)
(i)

(ii)
0
-------------
452,659
0
-------------
253,374
0
-------------
-2,168
0
-------------
15,250
0
-------------
15,941
0
-------------
735,056
0
-------------
0
7Richard Hollister MD
Trustee (Ex-Officio)
(i)

(ii)
0
-------------
575,753
0
-------------
15,945
0
-------------
1,394
0
-------------
5,800
0
-------------
40,666
0
-------------
639,558
0
-------------
0
8Allison J Casassa
Asst Treas (Ex-Off) & CFO
(i)

(ii)
0
-------------
386,121
0
-------------
169,152
0
-------------
8,473
0
-------------
15,250
0
-------------
3,350
0
-------------
582,346
0
-------------
0
9Donna McKinney
VP Acute Care, Chief Nursing Exec
(i)

(ii)
327,980
-------------
0
178,510
-------------
0
16,902
-------------
0
15,250
-------------
0
28,917
-------------
0
567,559
-------------
0
0
-------------
0
10Sean O'Neil
VP Ambulatory Care
(i)

(ii)
299,583
-------------
0
165,989
-------------
0
7,069
-------------
0
15,250
-------------
0
42,101
-------------
0
529,992
-------------
0
0
-------------
0
11Michael Pangan MD
Trustee
(i)

(ii)
0
-------------
255,790
0
-------------
64,449
0
-------------
839
0
-------------
5,800
0
-------------
42,332
0
-------------
369,210
0
-------------
0
12Margaret Luna
VP, Human Resources
(i)

(ii)
0
-------------
368,476
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
368,476
0
-------------
0
13Constance D Sprauer Esq
SVP Legal Affairs/Asst Clerk
(i)

(ii)
0
-------------
318,590
0
-------------
134,589
0
-------------
-133,487
0
-------------
15,250
0
-------------
14,558
0
-------------
349,500
0
-------------
0
14Charles Thomas
Director of HR Strat Ops & Analytics
(i)

(ii)
204,624
-------------
0
34,578
-------------
0
21,594
-------------
0
13,600
-------------
0
41,413
-------------
0
315,809
-------------
0
0
-------------
0
15Nolan Gagne
Physicist Chief
(i)

(ii)
262,617
-------------
0
0
-------------
0
207
-------------
0
13,595
-------------
0
31,675
-------------
0
308,094
-------------
0
0
-------------
0
16Jeffrey Meisner
Senior Director Rehab Services
(i)

(ii)
193,130
-------------
0
40,683
-------------
0
9,539
-------------
0
12,788
-------------
0
42,150
-------------
0
298,290
-------------
0
0
-------------
0
17Kenneth Double
Chief Information Security Officer
(i)

(ii)
172,328
-------------
0
18,807
-------------
0
14,644
-------------
0
6,532
-------------
0
42,101
-------------
0
254,412
-------------
0
0
-------------
0
18Susan Callahan
Director of Comp and Benefits
(i)

(ii)
190,237
-------------
0
37,787
-------------
0
-3,251
-------------
0
14,307
-------------
0
13,997
-------------
0
253,077
-------------
0
0
-------------
0
19Aaron Garganta
Senior Dir Eng & Phys Environment
(i)

(ii)
179,119
-------------
0
29,515
-------------
0
13,957
-------------
0
10,718
-------------
0
294
-------------
0
233,603
-------------
0
0
-------------
0
20S Michael Abramson Esq
Asst Clerk (Ex-Off)/Assc Gen Counsel
(i)

(ii)
0
-------------
172,687
0
-------------
0
0
-------------
3,738
0
-------------
3,926
0
-------------
28,588
0
-------------
208,939
0
-------------
0
21Chris Callahan
VP, Human Resources
(i)

(ii)
0
-------------
54,018
0
-------------
79,866
0
-------------
24,993
0
-------------
0
0
-------------
15,085
0
-------------
173,962
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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 1a From time to time and under certain circumstances, Exeter Health Resources, Inc. or one of its affiliates may choose to gross-up a payment to make the employee whole from a tax perspective. As explained further below, these situations are reviewed on a case-by-case basis and the cost of any gross-up is considered when reviewing an employee's overall compensation package for reasonableness. Examples of the types of expenses which fall into this category are reimbursement for relocation and temporary housing, or for reimbursement related to the acquisition of supplemental long term disability insurance.
Part I, Line 1b There was no existing policy concerning tax indemnification and gross up payments. However, in the instance of such action related to the acquisition of long term disability insurance described above, the tax indemnification and gross up payments were approved by the Exeter Health Resources Board of Trustees Executive Committee which is comprised of disinterested persons.
Part I, Line 3 The President of Exeter Hospital, Inc. is compensated by a related organization, Exeter Health Resources, Inc. Exeter Health Resources, Inc. uses a compensation committee, an independent compensation consultant, a compensation survey and approval by the Board or compensation committee. The Organization's parent (Exeter Health Resources, Inc.) has a formal process for determining total compensation for the President and other listed officers that is intended to provide reasonable compensation for achieving the organization's mission, to recognize individual and team performance, and to comply with the organization's obligations as a tax-exempt charitable organization. The Executive Committee of the Exeter Health Resources, Inc.'s Board of Trustees conducts an annual review of the compensation of the President, other listed officers, and key employees. In doing so, the Committee retains a qualified independent compensation consultant to conduct competitive market analysis of the market ranges of base, incentive, and total cash compensation, and to provide advice concerning the reasonableness of the compensation of the President, other listed officers, and key employees. The Committee utilizes that analysis and other appropriate information in connection with its annual review and makes recommendations to the full board of Exeter Health Resources, Inc. for adjustment of the President's compensation and the compensation for other listed officers or key employees. Information which the Committee may consider can include but is not limited to the performance of an individual and/or that individual's contributions to a team, the performance of the Organization in whole and in part, the elements of total compensation and salary history, the Organization's compensation targets and comparability data, including the data prepared by the independent consultant and reviewed with the Committee. The Committee incorporates a performance appraisal process in the President's, other listed officers', and key employees' compensation review. The President, other listed officers, and key employees are not present when the Committee discusses their respective compensation. In addition, the Committee determines if the threshold requirements for incentive awards are met, consisting of the Organization's performance results for quality, operating system excellence and financial performance. The results of the Committee's deliberations are presented to the Exeter Health Resources, Inc. Board and include recommendations concerning salary range adjustments and incentive awards and the basis for the Committee's decisions/recommendations. The deliberations of the Exeter Health Resources, Inc. Board are conducted in executive session with the independent members of the Board but do include the President only for that period of time in which the Exeter Health Resources, Inc. Board has questions concerning the performance of any listed officer or key employee other than the President. The Exeter Health Resources, Inc. Board reviews the President's performance and determines if the adjustments and awards recommended by the committee for the President are in the organization's best interest and for the benefit of the Organization and its parent organization. For the other listed officer positions, adjustments and incentive awards are approved upon recommendation of the President by the Executive Committee within the Exeter Health Resources, Inc. Board approved parameters and ratified by the Exeter Health Resources, Inc. Board of Trustees. Adjustments and awards for other listed key employees are approved upon recommendation of the President by the Executive Committee within the Exeter Health Resources, Inc. Board approved parameters and reviewed by the Board. In addition, as noted previously in this fling, Beth Israel Lahey Health (BILH) became the sole Member of Exeter Health Resources, Inc. (EHRI) effective July 1, 2023 at which time Kevin Tabb became the CEO of EHRI and compensation reported in this filing is calendar year 2022 compensation as required. The BILH Compensation Committee established the policies and the compensation structure, including benefits, for the BILH Chief Executive Officer as well as other members of senior management at BILH and its affiliates. The Compensation Committee is responsible for assuring that the total compensation provided to these individuals is fair and reasonable using current and credible market practice information and is responsible for ensuring compliance with applicable legal and regulatory guidelines. The BILH Compensation Committee is composed of independent members of its Board of Trustees. In setting compensation, the Compensation Committee relies upon published compensation surveys and studies produced by independent compensation consulting firms that regularly assess executive compensation and benefits of substantially similar organizations. The Compensation Committee meets to review the compensation structure of the individuals described above and at that time reviews the compensation survey details prepared by the independent compensation consulting firm. For some categories of positions, the Compensation Committee will review the compensation structure and targets as a group, rather than by individual. Compensation for the BILH CEO and other senior executives is reviewed on an individual basis. The Compensation Committee then votes to approve the compensation arrangements of all individuals described above EXCEPT for the BILH CEO. The compensation package for the BILH CEO as voted by the Compensation Committee is submitted to the full BILH Board of Trustees for approval. All deliberations for both the Compensation Committee and the Board of Trustees are contemporaneously documented in minutes. The Compensation Committee processes and procedures as described above are designed to meet the requirements of Treasury Regulation Section 53.4958-6(c), Rebuttable Presumption that a Transaction is not an Excess Benefit Transaction.
Part I, Line 4b The Organization's parent (Exeter Health Resources, Inc.) maintains a split dollar supplemental retirement plan for an executive (listed below with amounts) selected by the Exeter Health Resources, Inc. Board of Trustees. The plan is closed to future participants. The Plan provides for annual payments of premiums for life insurance policies insuring the listed individual. Those life insurance premiums are collaterally assigned to the corporation and any excess accumulated value in the policies (net of accumulated premium payments which are returned to the organization upon the executive attaining the age of 70 or at the death of the participant) is available to be paid to the participant once vested at age 62 and upon retirement from the Organization. Note that the split-dollar arrangement is part of an employee benefit program and economically not a direct extension of credit. Furthermore, the reportable compensation of the employee includes the annual value of the life insurance provided. Life insurance premium payments during tax year: Kevin J. Callahan $299,869 Excess Accumulated Value: Kevin J. Callahan $4,563,192 In addition, BILH and its affiliates maintain certain supplemental non-qualified retirement plans. During the period covered by this filing, one or more individuals listed in this Form 990, Schedule J, Compensation Information, may have participated in one or more of the following plans, which under the definition to this Form 990 are supplemental nonqualified plans: Beth Israel Deaconess Medical Center Executive Retirement Program, Beth Israel Lahey Health, Inc. Supplemental Executive Retirement Plan, Lahey Clinic Foundation, Inc. 457(f) Nonqualified Deferred Compensation Plan for Certain Physicians, Senior Management and Defined Medical Staff, and The Jordan Health Systems, Inc. 457(f) Deferred Compensation Plan. In addition, during the period covered by this filing, one or more individuals listed in this Form 990, Schedule J, Compensation Information, may have participated in one or more of these additional IRC 457(b) plans and benefits from participating in one of these plans is also reported in this Form 990: Beth Israel Deaconess Medical Center 457(b) Plan, Beth Israel Lahey Health, Inc. 457(b) Deferred Compensation plan, and the Exeter Health Resources, Inc. 457(b) Retirement Savings Plan. These plans are non-qualified deferred compensation plans and, pursuant to the plan, eligible employees receive certain retirement benefits. Amounts received by participants, deferred by participants, and the change in value of the plan benefits related to these participants' accounts are included in Form 990, Schedule J, Part II, Column B(iii), Other Reportable Compensation, and/or Form 990, Schedule J, Part II, Column C, Deferred Compensation, in accordance with the Instructions to this Form 990. Additional information is included with the Explanatory Notes to Schedule J below.
Part I, Line 7 The Organization's parent (Exeter Health Resources, Inc.) provides an annual incentive compensation plan for executives selected by the Exeter Health Resources Board of Trustees. Such persons and their incentive compensation, where applicable, are disclosed on this Form 990, Part VII, and on this Schedule J. Additional information regarding these incentive payments are included in the explanatory notes included with this Form 990, Schedule J. The Board and/or its Executive Committee approves measurable achievement criteria for quality, patient satisfaction, process improvement, financial performance, services innovation and other compelling areas of strategic and operational interest. Additionally, the Board and /or its Executive Committee establishes minimum, targeted and maximum levels for incentive awards and approves all awards for participating executives. Various employees, officers, and key employees may participate in an annual incentive program which is administered by Exeter Hospital, Inc.'s Human Resources Department. The management of Exeter Hospital, Inc. approves measureable achievement criteria for quality/innovation, patient satisfaction, process improvement and financial performance on an annual basis that aligns with overall strategic interests of the company. The incentive award levels are established at minimum, target and maximum levels and those incentive awards are approved by operating management and Human Resources. In addition, some of the individuals reported in this Form 990, Schedule J, were employed at Beth Israel Lahey Health during the calendar year 2022, which is the period for which compensation is reported in this return. As noted above, the BILH Compensation Committee establishes the policies and the compensation structure, including benefits, for the Beth Israel Lahey Health network of affiliates, including the BILH Chief Executive Officer, as well as other members of senior management at BILH and its affiliates. The Compensation Committee is responsible for assuring that the total compensation provided to these individuals is fair and reasonable using current and credible market practice information and is responsible for ensuring compliance with applicable legal and regulatory guidelines. The BILH Compensation Committee is composed of independent members of its Board of Trustees. During the 2022 calendar year, BILH maintained executive compensation packages which included opportunities to earn incentive compensation based on a combination of various factors, including, but not limited to, meeting or exceeding the employing entity's objectives for quality and patient safety, budgeted consolidated operating margin, and meeting individual goals and objectives. In each case, incentive compensation was reviewed and approved by the Compensation Committee, and for the BILH CEO, as noted above, the full BILH Board of Trustees. Additional information is included in the Explanatory Notes to this Schedule J.
Form 990, Schedule J, Additional Explanatory Notes (Part 1): Directors and Trustees Serve Without Compensation: All Directors/Trustees serve without compensation or benefits. Compensation paid to Officers, Directors/Trustees or Key Employees was earned for work performed in a capacity other than that of Director/Trustee, as denoted by the listed titles in the notes below. Reporting Period: As required by Form 990, compensation reported in the filing for the fiscal year ended September 30, 2023, is calendar year 2022 compensation. Compensation Sources: Compensation reported for individuals may include compensation paid by the reporting entity, an affiliate of the reporting entity, and, in some cases, unrelated entities, as required by Form 990. Reportable Compensation: Reportable Compensation listed in Form 990, Part VII, includes Base Compensation, Incentive Compensation, and Other Reportable Compensation as reported in Form 990, Schedule J. Other Compensation: Other Compensation listed in Form 990 Part VII includes Deferred Compensation and Non-taxable Benefits as reported in Form 990, Schedule J. Base Compensation: Amounts not otherwise separately noted in this return but quantified in Base Compensation include amounts from one or more of the following items: ordinary wages, and employee deferrals to a 401(k) and/or a 403(b) plan. Other Reportable Compensation: Amounts not otherwise separately noted in this return but quantified in Other Reportable Compensation include amounts from one or more of the following items: taxable employer subsidized parking; taxable life, disability, or long-term care insurance. Deferred Compensation: Amounts not otherwise separately noted but quantified in deferred compensation include amounts from one or more of the following items: employer contributions to 401(k) retirement plan, employer contributions to 403(b) retirement plan, employer contributions to pension plans and/or the change in actuarial value of the pension plan benefit. Non-taxable Benefits: Amounts not otherwise separately noted but quantified in non-taxable benefits include, among other things, amounts from one or more of the following non-taxable benefits: employee contributions to health insurance, employer contributions to health insurance, employee contributions to flexible spending accounts for dependent care and/or medical reimbursement, adoption assistance, tuition assistance pursuant to an employer plan, group term life insurance, and disability insurance. Additional individual specific information is included below. Abramson, Esq., S. Michael - Associate General Counsel - Beth Israel Lahey Health - Assistant Clerk (Ex-Officio) - Exeter Hospital, Inc. - Assistant Clerk (Ex-Officio) - Exeter Health Resources. Inc. - Assistant Clerk (Ex-Officio) - Core Physicians. LLC Other Reportable Compensation includes a payment for PTO cashed-out during 2022 in the amount of $3,503. Callahan, Chris - Vice President, Human Resources - Exeter Hospital - Vice President, Human Resources - Exeter Health Resources, Inc - Vice President, Human Resources - Core Physicians, LLC - Vice President, Human Resources - Rockingham Visiting Nurse Association and Hospice Other Reportable Compensation includes a payment for PTO cashed-out during 2022 in the amount of $57,931. Other Reportable and Deferred Compensation for Mr. Callahan includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$34,340. This amount includes an unrealized loss in the amount of $54,840, which impacted his unvested nonqualified benefit. Callahan, Kevin J. Unless otherwise noted below, Mr. Callahan held the following positions through July 1, 2023: - Chief Executive Officer, President, and Trustee - Exeter Health Resources, Inc. - Chief Executive Officer, President, and Trustee - Exeter Hospital, Inc. - President, Secretary and Trustee - Exeter Med Real, Inc. - Trustee, System Manager - Core Physicians, LLC - Chair & Trustee (Ex-Officio) - Rockingham Visiting Nurse Assoc & Hospice Although Mr. Callahan served in the positions during the fiscal year ended September 30, 2023, as required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Incentive Compensation for Mr. Callahan includes a total of $751,685, which includes a $500,000 milestone payment related to long term service and which vested during the 2022 calendar year. Other Reportable and Deferred Compensation for Mr. Callahan includes combined contributions to, payments from, and change in value of, nonqualified retirement plans in the amount of -$87,358. Included in this amount is an unrealized loss in the amount of $107,858. Other Reportable Compensation for Mr. Callahan also includes $ 6,350 for the personal use of an automobile. Callahan, Susan - Director of Compensation and Benefits - Exeter Hospital, Inc. Incentive Compensation Includes a milestone payment in the amount of $21,433 which vested during calendar year 2022. Other Reportable Compensation includes a payment for PTO cashed-out in the amount of $30,913. Other Reportable and Deferred Compensation for Ms. Callahan includes combined contributions to, payments from, and change in value of, nonqualified retirement plans in the amount of -$37,275. Included in this amount is an unrealized loss in the amount of $57,775. Casassa, Allison J. During the fiscal year ended September 30, 2023 and covered by this filing, Ms. Casassa held the following positions until July 1, 2023: - Chief Financial Officer & Treasurer - Exeter Health Resources, Inc. - Chief Financial Officer & Treasurer - Exeter Hospital, Inc. - Trustee - Rockingham Visiting Nurse Assoc & Hospice - Chief Financial Officer & Treasurer - Core Physicians, LLC Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources Inc. which in turn serves as the sole member of Exeter Hospital and additional affiliates. As of that date, Ms. Casassa assumed the following positions: - Assistant Treasurer (Ex-Officio) & Chief Financial Officer - Exeter Health Resources, Inc. - Assistant Treasurer (Ex-Officio) & Chief Financial Officer - Exeter Hospital, Inc. - Chief Financial Officer, Trustee, Treasurer - Exeter Med Real, Inc. - Chief Financial Officer, Assistant Treasurer (Ex-Officio) - Core Physicians, LLC - Trustee - Rockingham Visiting Nurse Assoc & Hospice As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Other Reportable and Deferred Compensation for Ms. Casassa includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$5,760. Included in this amount is an unrealized loss of $22,710, which impacted her nonqualified benefit, and a $15,250 accrual of benefits. Bonus and Incentive includes a milestone payment in the amount of $77,952. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $22,486. (Continued in subsequent footnotes)
Form 990, Schedule J, Additional Explanatory Notes (Part 2): Cresta, Debra During the fiscal year ended September 30, 2023, and covered by this filing, Ms. Cresta held the following positions until July 1, 2023: - Chief Operation Officer - Exeter Health Resources, Inc. - Trustee -- Rockingham Visiting Nurse Assoc & Hospice - Assistant Secretary - Core Physicians Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital and additional affiliates. As of that date Ms. Cresta assumed the following positions: - Trustee (Ex-Officio) & President - Exeter Health Resources, Inc. - President & Trustee (Ex-Officio) - Exeter Hospital, Inc. - President, Trustee & Secretary - Exeter Med Real, Inc. - System Manager & Trustee - Core Physicians, LLC - Chair & Trustee - Rockingham Visiting Nurse Assoc & Hospice As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Bonus and Incentive Compensation includes a milestone payment in the amount of $100,548. Other Reportable Compensation includes a PTO cashed out in the amount of $4,834. Other Reportable and Deferred Compensation for Ms. Cresta includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$8,276. Included in the amount is an unrealized loss of $44,016, which impacted her nonqualified benefit. Double, Kenneth - Chief Information Security Officer - Exeter Hospital Incentive Compensation for Mr. Double includes a $9,215 milestone payment. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $14,176. Gagne, Nolan - Physicist Chief - Exeter Hospital, Inc. Garganta, Aaron - Senior Director Eng and Physical Environment - Exeter Hospital - Senior Director Eng and Physical Environment - Exeter Med Real, Inc. Incentive Compensation for Mr. Garganta includes a $17,922 milestone payment. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $13,786. Hollister, M.D. Richard - Physician, Pulmonologist - Core Physician LLC - Trustee (Ex-Officio)- Exeter Hospital, Inc. - Trustee (Ex-Officio) - Exeter Health Resources, Inc. Katz, J.D., Jamie Unless otherwise noted below, Mr. Katz held the following positions for the full fiscal period ended September 30, 2023: - General Counsel and Clerk (Ex-Officio), - Beth Israel Lahey Health, Inc. - Clerk (Ex-Officio) - Beth Israel Deaconess Medical Center, Inc. - Clerk (Ex-Officio) - Beth Israel Deaconess Hospital - Needham, Inc. - Clerk (Ex-Officio) - Mount Auburn Hospital - Clerk (Ex-Officio) - New England Baptist Hospital - Clerk (Ex-Officio) - Beth Israel Deaconess Hospital - Milton, Inc. - Clerk - Community Physicians Associates, Inc. - Clerk (Ex-Officio) - BID - Milton Physician Associates, Inc. - Clerk (Ex-Officio) - Beth Israel Deaconess Hospital - Plymouth, Inc. - Clerk (Ex-Officio) - Jordan Physician Associates, Inc. - Clerk (Ex-Officio) - The Jordan Health Systems, Inc. - Clerk (Ex-Officio) - Anna Jaques Hospital - Clerk - Seacoast Affiliated Group Practice, Inc. - Trustee and Clerk (Ex-Officio) - Lahey Health Shared Services, Inc. - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Addison Gilbert Society, Inc. - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Northeast Health System, Inc. - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Northeast Senior Health Corporation - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Northeast Behavioral Health Corporation - Trustee and Clerk (Ex-Officio) - Seacoast Nursing and Rehabilitation Center, Inc. - Director and Clerk (Ex-Officio) - Winchester Hospital Foundation, Inc. - Clerk (Ex-Officio) - Winchester Healthcare Management, Inc. - Clerk (Ex-Officio) - Lahey Clinic Foundation, Inc. - Clerk (Ex-Officio) - Lahey Clinic, Inc. - Clerk (Ex-Officio) - Lahey Clinic Hospital, Inc.d/b/a Lahey Hospital & Medical Center - Clerk (Ex-Officio) - Northeast Hospital Corporation - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Northeast Medical Practice Inc. - Trustee and Clerk - CAB Health and Recovery Services, Inc. - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Health and Education Housing Services, Inc. - Clerk (Ex-Officio) - Winchester Hospital - Clerk (Ex-Officio) - Joslin Clinic, Inc. - Clerk (Ex-Officio) - Joslin Diabetes Center, Inc. - Clerk (Ex-Officio) - Mount Auburn Professional Services, Inc. - Clerk - Medical Care of Boston Management Corporation d/b/a Beth Israel Lahey Health Primary Care a/k/a Affiliated Physicians Group (Term began on March 31, 2023) - Clerk (Ex-Officio) - Beth Israel Lahey Health Pharmacy, Inc. - Clerk (Ex-Officio) - Beth Israel Lahey Health Primary Care, Inc. (Term began on March 31, 2023) Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources Inc., which in turn serves as the sole member of Exeter Hospital and additional affiliates. As of that date, Mr. Katz assumed the following additional positions: - Clerk (Ex-Officio) - Exeter Health Resources, Inc. - Clerk (Ex-Officio) - Exeter Hospital, Inc. - Clerk (Ex-Officio) - Core Physicians, LLC - Secretary (Ex-Officio) - Rockingham Visiting Nurse Association and Hospice As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Other Reportable Compensation for Mr. Katz includes combined contributions to, payments from, and change in value of, nonqualified retirement plans in the amount of $68,094. Included in this amount is a distribution from a nonqualified plan in the amount of $72,875, and an unrealized loss in the amount of $24,281. Luna, Margaret Ms. Luna held these positions until November 11, 2022: - Vice President, Human Resources - Exeter Hospital, Inc. - Vice President, Human Resources - Exeter Health Resources, Inc. - Vice President, Human Resources - Core Physicians, LLC - Vice President, Human Resources - Rockingham Visiting Nurse Association and Hospice Ms. Luna's services were retained through Witt Keiffer, Inc., a management company. She started the position prior to the beginning of the fiscal year covered by this filing. She served in the roles stated above through November 11, 2022. Other Reportable Compensation for Ms. Luna includes payments made by EHRI to Witt Keiffer for these services in the amount of $368,476. McKinney, Donna - Vice President Acute Care, Chief Nursing Executive - Exeter Hospital, Inc. - Trustee and Secretary - Rockingham Visiting Nurse Association and Hospice Other Reportable and Deferred Compensation for Ms. McKinney includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$2,740. Included in the amount is an unrealized loss of $4,440, which impacted her nonqualified benefit. Incentive Compensation for Ms. McKinney includes a $66,860 milestone payment. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $11,250. Meisner, Jeffrey - Senior Director Rehabilitation Services - Exeter Hospital Inc. Incentive Compensation for Mr. Meisner includes a $20,554 milestone payment. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $7,905. O'Neil, Sean - Vice President, Ambulatory Care - Exeter Hospital, Inc. Other Reportable and Deferred Compensation for Mr. O'Neil includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$6,598. Included in the amount is an unrealized loss of $8,298. Incentive Compensation for Mr. O'Neil includes a $62,524 milestone payment. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $6,012. Pangan, M.D., Michael - Trustee, Clinician Manager - Core Physicians LLC - Trustee - Exeter Hospital, Inc. - Trustee - Exeter Health Resources, Inc. (Continued in subsequent footnotes)
Form 990, Schedule J, Additional Explanatory Notes (Part 3): Rios, Cindy - Treasurer (Ex-Officio) and Interim Chief Financial Officer - Beth Israel Lahey Health, Inc. (Term began January 1, 2023) - Senior Vice President and Operations Chief Financial Officer- Beth Israel Lahey Health, Inc. (Term ended December 31, 2022) Unless otherwise noted, effective January 1, 2023, Ms. Rios also assumed the following positions: - Treasurer - Medical Care of Boston Management Corporation d/b/a Beth Israel Lahey Health Primary Care a/k/a Affiliated Physicians Group (Term began March 31, 2023) - Treasurer (Ex-Officio) - CareGroup Parmenter Home Care & Hospice, Inc. - Treasurer (Ex-Officio) - Northeast Professional Registry of Nurses, Inc. - Trustee & Treasurer - CAB Health and Recovery Services, Inc. - Treasurer (Ex-Officio) - Anna Jaques Hospital, Inc. - Treasurer (Ex-Officio) - Beth Israel Deaconess Medical Center, Inc. - Treasurer (Ex-Officio) - Beth Israel Deaconess Hospital - Milton, Inc. - Treasurer (Ex-Officio) - BID - Milton Physician Associates, Inc. - Treasurer (Ex-Officio) - Beth Israel Deaconess Hospital - Needham, Inc. - Treasurer (Ex-Officio) - Beth Israel Deaconess Hospital - Plymouth, Inc. - Treasurer (Ex-Officio) - Beth Israel Lahey Health Pharmacy, Inc. - Treasurer (Ex-Officio) - Beth Israel Lahey Health Primary Care, Inc. (Term began March 31, 2023) - Treasurer (Ex-Officio) - Community Physicians Associates, Inc. - Treasurer (Ex-Officio) - Joslin Clinic, Inc. - Treasurer (Ex-Officio) - Joslin Diabetes Center, Inc. - Treasurer (Ex-Officio) - The Jordan Health Systems, Inc. - Treasurer (Ex-Officio) - Jordan Physician Associates, Inc. - Treasurer (Ex-Officio) - Lahey Clinic Foundation, Inc. - Treasurer (Ex-Officio) - Lahey Clinic Hospital, Inc. d/b/a Lahey Hospital & Medical Center - Treasurer (Ex-Officio) - Lahey Clinic, Inc. - Treasurer (Ex-Officio) - Mount Auburn Hospital - Treasurer (Ex-Officio) - Mount Auburn Professional Services, Inc. - Treasurer (Ex-Officio) - New England Baptist Hospital - Treasurer (Ex-Officio) - Northeast Hospital Corporation - Treasurer (Ex-Officio) - Seacoast Affiliated Group Practice, Inc. - Director & Treasurer (Ex-Officio) - Winchester Hospital Foundation, Inc. - Treasurer (Ex-Officio) - Winchester Healthcare Management, Inc. - Trustee & Treasurer (Ex-Officio) - Addison Gilbert Society, Inc. - Trustee & Treasurer (Ex-Officio) - Health and Education Housing Services, Inc. - Trustee & Treasurer (Ex-Officio) - Lahey Health Shared Services, Inc. - Trustee & Treasurer (Ex-Officio) - Northeast Behavioral Health Corporation - Trustee & Treasurer (Ex-Officio) - Northeast Health System, Inc. - Trustee & Treasurer (Ex-Officio) - Northeast Medical Practice, Inc. - Trustee & Treasurer (Ex-Officio) - Northeast Senior Health Corporation - Trustee & Treasurer (Ex-Officio) - Seacoast Nursing & Rehabilitation Center, Inc. - Trustee & Treasurer (Ex-Officio) - Winchester Hospital Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital and additional affiliates. As of that date, Ms. Rios assumed the following additional positions: - Treasurer (Ex-Officio) - Exeter Health Resources, Inc. - Treasurer (Ex-Officio) - Exeter Hospital, Inc. - Treasurer (Ex-Officio) - Rockingham Visiting Nurse Assoc & Hospice Ms. Rios served in the positions above during the fiscal year ended September 30, 2023. As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Other Reportable Compensation includes payments for temporary housing and moving expenses in the amount of $41,927 and 9,904, respectively. Deferred Compensation in the amount of $187,500 included in this filing for Ms. Rios relates to a milestone payment which, as of December 31, 2022, was not funded, was not vested, and for which there was no guarantee of payment. This amount is included here as deferred compensation as required based on the instructions to the Form 990. Shorett, Peter Unless otherwise noted below, Mr. Shorett held the following positions for the full fiscal period ended September 30, 2023: - Executive Vice President and Chief Strategy Officer - Beth Israel Lahey Health, Inc. - Trustee (Ex-Officio) - Beth Israel Lahey Health Primary Care, Inc. - Trustee - Medical Care of Boston Management Corporation d/b/a Beth Israel Lahey Health Primary Care a/k/a Affiliated Physicians Group - Trustee (Ex-Officio, CEO Designate) - Mount Auburn Hospital Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital and additional affiliates. As of that date, Mr. Shorett assumed the following additional positions: - Trustee (Ex-Officio) - Exeter Health Resources, Inc. - Trustee (Ex-Officio) - Exeter Hospital, Inc. Mr. Shorett served in the positions above during the fiscal year ended September 30, 2023. As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Other Reportable and Deferred Compensation for Mr. Shorett includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of $45,017. Of this amount, $34,926 is unvested as of December 31, 2022. Thomas, Charles - Director of HR Strategic Operations and Analytics Incentive Compensation for Mr. Thomas includes a $21,584 milestone payment. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $18,678. Sprauer, Esq., Constance D. - Senior Vice President Legal Affairs and Assistant Clerk - Exeter Health Resources, Inc. - Senior Vice President Legal Affairs and Assistant Clerk - Exeter Hospital, Inc. - Secretary - Core Physicians, LLC Other Reportable and Deferred Compensation for Ms. Sprauer includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$141,090. Included in the amount is an unrealized loss of $161,590. Incentive Compensation for Ms. Sprauer includes a $68,289 milestone payment. (Continued in subsequent footnotes)
Form 990, Schedule J, Additional Explanatory Notes (Part 4): Tabb, M.D., Kevin Unless otherwise noted below, Dr. Tabb held the following positions for the full fiscal period ending September 30, 2023: - President and Chief Executive Officer; Trustee (Ex-Officio) - Beth Israel Lahey Health, Inc. - Chief Executive Officer and Trustee (Ex-Officio) - Beth Israel Deaconess Medical Center, Inc. - Trustee (Ex Officio) and Chief Executive Officer (Ex-Officio) - Lahey Clinic Hospital, Inc. - Trustee (Ex Officio) and Chief Executive Officer (Ex-Officio) - Lahey Clinic, Inc. - Trustee (Ex Officio) and Chief Executive Officer (Ex-Officio) - Lahey Clinic Foundation, Inc. - Trustee (Ex-Officio), Board Chair (Ex-Officio), President and Chief Executive Officer (Ex-Officio) - Lahey Health Shared Services, Inc. - Chief Executive Officer (Ex-Officio) - Beth Israel Lahey Health Pharmacy, Inc. - President (Ex-Officio) and Trustee (Ex-Officio) - Addison Gilbert Society, Inc. - Trustee (Ex-Officio), Board Chair (Ex-Officio) and President (Ex-Officio) - Northeast Health System, Inc. - Trustee (Ex-Officio), Board Chair (Ex-Officio) and President (Ex-Officio) - Northeast Senior Health Corporation - Trustee, Board Chair (Ex-Officio) and President (Ex-Officio) - Seacoast Nursing and Rehabilitation Center, Inc. - Chief Executive Officer (Ex-Officio) - Winchester Hospital - Director and President (Ex-Officio) - Winchester Hospital Foundation, Inc. - Chief Executive Officer (Ex-Officio) - Winchester Healthcare Management, Inc. - Chief Executive Officer (Ex-Officio) - Northeast Hospital Corporation - Chief Executive Officer (Ex-Officio) and Trustee (Ex-Officio) - Northeast Behavioral Health Corporation - Chief Executive Officer and Trustee - CAB Health and Recovery Services, Inc. - Chief Executive Officer and Trustee - Health and Education Housing Services, Inc. - Chief Executive Officer (Ex-Officio) - Beth Israel Deaconess Hospital - Milton, Inc. - Chief Executive Officer (Ex-Officio) - BID - Milton Physician Associates, Inc. - Chief Executive Officer - Community Physicians Associates, Inc. - Chief Executive Officer (Ex-Officio) - Beth Israel Deaconess Hospital - Needham, Inc. - Chief Executive Officer (Ex-Officio) - Beth Israel Deaconess Hospital - Plymouth, Inc. - Chief Executive Officer (Ex-Officio) - Mount Auburn Hospital - Chief Executive Officer (Ex-Officio) - New England Baptist Hospital - Chief Executive Officer - The Jordan Health Systems, Inc. - Chief Executive Officer - Jordan Physician Associates, Inc. - Chief Executive Officer (Ex-Officio) - Anna Jaques Hospital, Inc. - Chief Executive Officer (Ex-Officio) - Seacoast Affiliated Group Practice, Inc. - Chief Executive Officer (Ex-Officio) - Joslin Clinic, Inc. - Chief Executive Officer (Ex-Officio) - Joslin Diabetes Center, Inc. Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital and additional affiliates. As of that date, Dr. Tabb assumed the following additional positions: - Chief Executive Officer (Ex-Officio) - Exeter Health Resources, Inc. - Chief Executive Officer (Ex-Officio) - Exeter Hospital, Inc. In addition to the positions noted above, Dr. Tabb held the following positions for which he was entitled to and did appoint a designate who then became the voting Trustee in his place: - Trustee (Ex-Officio) - Northeast Hospital Corporation - Trustee (Ex-Officio) - Beth Israel Deaconess Hospital - Milton, BID-Milton Physician Associates and Community Physicians Associates - Trustee (Ex-Officio)- Beth Israel Deaconess Hospital - Needham - Trustee (Ex-Officio) - Beth Israel Deaconess Hospital - Plymouth, The Jordan Health Systems, Inc and Jordan Physician Associates, Inc. - Trustee (Ex-Officio) - Beth Israel Lahey Health Pharmacy, Inc. - Trustee (Ex-Officio) - Mount Auburn Hospital - Trustee (Ex-Officio) - New England Baptist Hospital - Trustee (Ex-Officio) - Winchester Hospital and Winchester Healthcare Management - Trustee (Ex-Officio) - Anna Jaques Hospital, Inc. and Seacoast Affiliated Group Practice - Trustee (Ex-Officio) - Joslin Diabetes Center - Trustee (Ex-Officio) - Joslin Clinic - Trustee (Ex-Officio) - Exeter Health Resources, Inc. - Trustee (Ex-Officio) - Exeter Hospital, Inc. Although Dr. Tabb served in the positions above for the fiscal year ended September 30, 2023, as required in this Form 990, compensation reported here is calendar year 2022 compensation. Other Reportable and Deferred Compensation for Dr. Tabb includes combined contributions to, payments from, and change in value of, nonqualified retirement plans in the amount of $388,031. This amount includes a distribution from a nonqualified plan in the amount of $453,944 and unrealized losses impacting his nonqualified benefit in the amount of $85,413. Deferred Compensation in the amount of $250,000 included in this filing for Dr. Tabb relates to a milestone payment which, as of December 31, 2022, was not funded, was not vested, and for which there was no guarantee of payment. This amount is included here as deferred compensation as required based on the Instructions to the Form 990.
Schedule J (Form 990) 2022

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number
22-2674014
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A NH Health and Education Facilities Authority
 
02-0279866 NONEAVAIL 02-09-2012 32,565,000 Refinancing and refunding prior bond issuance   X   X   X
B NH Health and Education Facilities Authority
 
02-0279866 NONEAVAIL 03-02-2015 24,020,000 Refinancing and refunding prior bond issuance   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 13,190,000 12,560,000    
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 32,565,000 24,020,000    
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 215,404 162,154    
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............        
11 Other spent proceeds ............. 32,349,596 23,857,846    
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2012 2015
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X        
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X        
16 Has the final allocation of proceeds been made? .......... X   X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X          
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X        
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X   X        
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X        
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 %    
6 Total of lines 4 and 5 ............. 0 % 0 %    
7 Does the bond issue meet the private security or payment test? ...   X   X        
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X        
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X          
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ... X   X          
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......                
b Exception to rebate? ........                
c No rebate due? .........                
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X          
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X        
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X        
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X        
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X          
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X          
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K (Form 990) 2021

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990)
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
2021
Open to Public Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
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) 2021
Schedule L (Form 990) 2021
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) Substantial Contributor #1
 
Substantial Contributor 275,348 Exeter Hospital, Inc. engaged in a business transaction with a substantial contributor deemed to be an interested person during this tax year. Exeter Hospital engaged this substantial contributor to provide engineering services on behalf of the Hospital as part of Exeter Hospital's normal operations. The cost of these services was determined to be appropriate and reasonable, charged at fair market value for the work performed. As this substantial contributor is considered an Interested Person of Exeter Hospital, this transaction has been disclosed on this Form 990, Schedule L, in accordance with IRS Instructions.   No
(2) Substantial Contributor #2
 
Substantial Contributor 77,073 Exeter Hospital, Inc. engaged in a business transaction with a substantial contributor deemed to be an interested person during this tax year. Exeter Hospital rented office space from this substantial contributor as part of Exeter Hospital's normal operations. The rental cost was determined to be appropriate and reasonable, charged at fair market value. As this substantial contributor is considered an Interested Person of Exeter Hospital, this transaction has been disclosed on this Form 990, Schedule L, in accordance with IRS Instructions.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990)

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
2021
Open to Public
Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
Return Reference Explanation
Form 990, Part III, line 3 Exeter Hospital, Inc. (the Hospital) is a not-for-profit acute care hospital which primarily serves residents of New Hampshire. The Hospital is controlled through Exeter Health Resources, Inc. (Resources), a not-for-profit corporation which functions as the Parent Company to the Hospital. Resources and Beth Israel Lahey Health signed a definitive agreement that established the terms under which Resources joined the Beth Israel Lahey Health system. Together, the organizations will seek to enhance and expand local access to high-quality care in New Hampshire. This transaction was finalized and became effective July 1, 2023.
Form 990, Part IV, Lines 12a and 12b: In addition, as noted throughout this filing, as of July 1, 2023, Beth Israel Lahey Health became the sole Member of Exeter Health Resources, Inc. (EHRI). The Boston, MA office of KPMG issued an unqualified opinion on the consolidated audited financial statements of the Beth Israel Lahey Health, Inc. And affiliates for fiscal period ended September 30, 2023. These statements were prepared in accordance with generally accepted accounting principles (GAAP) and included the accounts of the Beth Israel Lahey Health, Inc. (BILH), and the entities for which Beth Israel Lahey Health, Inc. (BILH) served as sole member during the fiscal period covered by this filing, (Anna Jaques Hospital (AJH), Beth Israel Deaconess Medical Center, Inc. (BIDMC), Mount Auburn Hospital (MAH), New England Baptist Hospital (NEBH), Beth Israel Deaconess Hospital -- Milton, Inc. (Milton), Beth Israel Deaconess Hospital -- Needham, Inc. (Needham), Beth Israel Deaconess Hospital -- Plymouth, Inc. (Plymouth), Lahey Health Shared Services (LHSS), Lahey Clinic Foundation (LCF), Winchester Hospital (Winchester), Northeast Hospital Corporation (NHC) which includes Beverly, Addison Gilbert and Bayridge Hospitals, Northeast Behavioral Corporation (NBHC), the Beth Israel Lahey Health Performance Network (BILHPN), the Joslin Diabetes Center and the Beth Israel Lahey Health Pharmacy. The Lahey Clinic Foundation in turn served as the sole Member of Lahey Clinic Inc, and Lahey Clinic Hospital d/b/a Lahey Hospital and Medical Center (LHMC).) Each of these affiliates may in turn serve as member of additional entities within the network of affiliates, and whose accounts are included in the BILH audited financial statements. In addition, the BILH financial statements also include the accounts of Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. (HMFP), the dedicated physician practice of Beth Israel Deaconess Medical Center and an entity integrally related to helping BIDMC and other affiliates in the BILH network accomplish their charitable purposes. The accounts of the entities for which HMFP serves as Member are also included in the HMFP and BILH audited financial statements. As of July 1, 2023, Beth Israel Lahey Health became the sole Member of Exeter Health Resources, Inc. (EHRI) which in turns serves as the sole Member of Exeter Hospital and other affiliates of EHRI. The BILH audited financial statements also include the accounts of these entities for the last three months of the fiscal period covered by this filing. The Audit and Compliance Committee of BILH's Board of Trustees assumes responsibility for oversight of the consolidated audit for the network as a whole.
Form 990, Part VI, Section A, line 2 For the period covered by this filing, Beth Israel Lahey Health, Inc. (BILH) served as direct or indirect sole Member to: Beth Israel Deaconess Medical Center, Inc. (BIDMC), Mount Auburn Hospital (MAH), New England Baptist Hospital (NEBH), Beth Israel Deaconess Hospital - Milton, Inc. (Milton), Beth Israel Deaconess Hospital - Needham, Inc. (Needham), Beth Israel Deaconess Hospital - Plymouth, Inc. (Plymouth), Lahey Clinic Foundation (LCF) , Lahey Clinic (LCI), Lahey Clinic Hospital d/b/a Lahey Hospital and Medical Center (LHMC), Winchester Hospital (Winchester), Northeast Hospital Corporation (Northeast), Anna Jaques Hospital (AJH), Beth Israel Lahey Health Pharmacy, Joslin Diabetes Center and to affiliates of these entities. Effective July 1, 2023, BILH also became the sole Member of Exeter Health Resources, Inc. (EHRI) and its affiliates', including Exeter Hospital. Each of these affiliates may have, in turn, served as Member of additional entities within the BILH network of affiliates. In addition, Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. (HMFP) is the dedicated physician practice of BIDMC and an entity integrally related to helping BIDMC and other affiliates in the BILH network accomplish their charitable purposes. For this same period HMFP served as the sole Member of Affiliated Physicians of Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center (APHMFP) as well as several additional entities. Two or more of the persons listed in this Form 990 Part VII have a business relationship with each other by virtue of sitting on one or more Boards of Directors/Trustees or by serving in an employment relationship with one or more entities within the network of the affiliated organizations noted above. Additional detail is provided in the explanatory notes to this Form 990 Schedule J.
Form 990, Part VI, Section A, line 3 Ms. Margaret Luna held these positions until November 11, 2022: - Vice President, Human Resources - Exeter Hospital, Inc. - Vice President, Human Resources - Exeter Health Resources, Inc. - Vice President, Human Resources - Rockingham Visiting Nurse Association and Hospice. - Vice President, Human Resources - Core Physicians, LLC Ms. Luna's services were retained through Witt Keiffer, Inc., a management company. She started the position prior to the beginning of the fiscal year covered by this filing. She served in the roles stated above through November 11, 2022. Other Reportable Compensation for Ms. Luna includes payments made by Exeter Health Resources, Inc. to Witt Keiffer for these services in the amount of $368,476.
Form 990, Part VI, Section A, line 4 Yes. Exeter Health Resources, Inc. (EHRI) is the sole Member of Exeter Hospital (EH). In addition, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH) became the sole Member of EHRI and EH adopted Amended and Restated By-Laws. Additional information is included further below in this filing.
Form 990, Part VI, Section A, line 6 Exeter Health Resources, Inc. (EHRI) is the sole Member of Exeter Hospital (EH). In addition, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH or System Member) became the sole Member of EHRI.
Form 990, Part VI, Section A, line 7a The Board shall consist of those persons who are serving from time to time as the Trustees of Exeter Health Resources, Inc. (EHRI), the sole Member of Exeter Hospital (EH). As noted previously in this filing, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH or System Member) became the sole Member of EHRI. BILH, as System Member has the following rights related to electing/ appointing the EHRI Board: the exclusive authority, after consultation with the Chair of the Board and the President of the Corporation and review of recommendations, if any, made by the Board, to (a) appoint and reappoint Trustees, (b) fill any vacancies in the offices of Trustees, and (c) acting by vote of not less than three quarters (3/4) of the Member's trustees then in office, remove, with or without cause, a Trustee. Notwithstanding the foregoing, any removal shall be following notice to the Chair (or the Vice-Chair if the Chair is the subject of removal) and an opportunity for the Chair to be heard by the Member's Board or a standing or ad hoc committee thereof, except in circumstances where the Member determines that immediate removal is in the best interest of the Corporation.
Form 990, Part VI, Section A, line 7b Exeter Health Resources, Inc. (EHRI) is the sole Member of Exeter Hospital (EH). In addition, as noted throughout this filing, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH or System Member) became the sole Member of EHRI. Subject to the provisions of the EH Articles of Agreement and the Bylaws, the Member shall have the right to exercise all powers, both positive and negative, conferred by New Hampshire Revised Statutes Annotated ("NH RSA"), as amended to date, on members or shareholders of corporations organized under NH RSA Chapter 292. In addition, except as are expressly granted to the EH Board of Trustees in the Bylaws, the Member shall have the right to exercise all powers, positive and negative, conferred by NH RSA on boards of corporations organized under NH RSA Chapter 292. The powers reserved to the Member are the powers to approve and/or initiate actions subject to Board authority under NH RSA, provided, that to the extent that an affirmative vote of the Board is required under NH RSA Chapter 292, the Member shall only act in accordance with the limitations as provided in the By-Laws. In addition, the Board's power to exercise its authority as a member of another legal entity shall be subject to the following limitations: (x) all statutory powers that reside in the Corporation as a member of another legal entity under New Hampshire law may be exercised by the Corporation only at the express and explicit direction of, and with the approval of, the Member; (y) all statutory powers that reside in the Corporation as a member of another legal entity under New Hampshire law may be exercised directly by the Member after consultation with the Chair but otherwise without the approval or participation of the Corporation; and (z) other than statutory powers, the Corporation shall have only those powers and authorities over and with respect to the legal entities of which it is a member as are expressly and explicitly delegated or directed to the Corporation by action of the Member's Board.
Form 990, Part VI, Section B, line 11b As noted in various disclosures throughout this filing, Exeter Health Resources, Inc. (EHRI) is the sole Member of Exeter Hospital, Inc. In addition, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH) is the sole Member of EHRI. This Form 990 is prepared by the EHRI finance team in conjunction with the BILH tax department and Baker Newman Noyes (BNN). As part of this process, the EHRI finance and BILH tax teams work with other disciplines and functions within BILH and EHRI to ensure that all financial and non-financial disclosures are complete and accurate. Examples of such departments include but are not limited to: Finance and Accounting, Human Resources and Payroll, Treasury, Compliance, Legal, Community Benefits, Financial Assistance and Reimbursement, Governance, Development, Graduate Medical Education, Government Relations, Research and/or Research Finance. Exeter Hospital's Form 990 is reviewed internally by the EHRI Vice President of Accounting, the EHRI Chief Financial Officer, the BILH Assistant Vice President, Taxation and externally by BNN. Exeter Hospital's Form 990, along with the Forms 990 of all entities in the BILH network, are discussed with the BILH Audit and Compliance Committee. BNN signs the final returns. A copy of the complete return is then provided to each member of Exeter Hospital's Board of Trustees prior to submission to the Internal Revenue Service.
Form 990, Part VI, Section B, line 12c As noted throughout this filing, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH) became the sole Member of Exeter Health Resources, Inc (EHRI) and the indirect Member of Exeter Hospital, Inc. All entities in the BILH network adhere to the BILH Conflict of Interest Policy and maintain a written, comprehensive Conflict of Interest Policy at the entity level. Pursuant to these policies, BILH entities' Officers, Trustees and Key Employees as well as certain other individuals are required to complete the annual Conflict of Interest and Tax Questionnaire (COI-TQ). The COI-TQ is designed to require disclosure of any business and family relationships and affiliations maintained by Officers, Trustees, or Key Employees and their family members and which may result in a real or perceived conflict of interest. The BILH Office of Integrity and Compliance, in conjunction with the BILH Tax Department, administers the COI-TQ process annually. The BILH Integrity and Compliance office collects and reviews all disclosures. Disclosures for Executives and Key Employees are assigned appropriate follow-up action in accordance with the COI Policy. A summary of positive responses for each BILH affiliate is provided to the Compliance Officer for that entity for review and final determination of any potential or actual conflict. Any activity that requires action under the Conflict of Interest Policies is subject to ongoing review by Exeter Hospital as well as the BILH Integrity and Compliance Office. Pursuant to the BILH Conflict of Interest Policy, certain activities which could create conflicts of interest are prohibited while other types of relationships are permitted, subject to compliance with a management plan to require disclosure and recusal, including appropriate documentation in the minutes. In addition, as noted above, the annual COI-TQ process outlined above is jointly issued by the BILH Tax Department, to ensure that the questionnaire is distributed to all current and former members of the Exeter Hospital Board of Trustees as well as former Officers and Key Employees. The COI-TQ process is designed to gather the information necessary for Exeter Hospital to completely and accurately respond to Form 990 Schedule L, Transactions with Interested Persons and Form 990, Part VI, Question 2, Family and Business Relationships between Officers, Directors/Trustees and Key Employees.
Form 990, Part VI, Section B, line 15 The organization's parent (Exeter Health Resources, Inc.) has a formal process for determining total compensation for the President and other listed officers that is intended to provide reasonable compensation for achieving the organization's mission, to recognize individual and team performance and to comply with the organization's obligations as a tax-exempt charitable organization. The Executive Committee of the Exeter Health Resources, Inc.'s Board of Trustees conducts an annual review of the compensation of the President, other listed officers and key employees. In doing so, the Committee retains a qualified independent compensation consultant to conduct competitive market analysis of the market ranges of base, incentive, and total cash compensation, and to provide advice concerning the reasonableness of the compensation of the President, other listed officers and key employees. The Committee utilizes that analysis and other appropriate information in connection with its annual review and makes recommendations to the full board of Exeter Health Resources, Inc. for adjustment of the President's compensation and the compensation for other listed officers. Information which the Committee may consider can include but is not limited to the performance of an individual and/or that individual's contributions to a team, the performance of the organization in whole and in part, the elements of total compensation and salary history, the organization's compensation targets and comparability data, including the data prepared by the independent consultant and reviewed with the Committee. The Committee incorporates a performance appraisal process in the President's, other listed officers and key employees' compensation review. The President, other listed officers and key employees are not present when the Committee discusses their respective compensation. In addition, the Committee determines if the threshold requirements for incentive awards are met, consisting of the organization's performance results for quality, operating system excellence and financial performance. The results of the Committee's deliberations are presented to the Exeter Health Resources, Inc. Board and include recommendations concerning salary range adjustments and incentive awards and the basis for the Committee's decisions/recommendations. The deliberations of the Exeter Health Resources, Inc. Board are conducted in executive session with the independent members of the Board but do include the President only for that period of time in which the Exeter Health Resources, Inc. Board has questions concerning the performance of any listed officer or key employee other than the President. The Exeter Health Resources, Inc. Board reviews the President's performance and determines if the adjustments and awards recommended by the committee for the President are in the organization's best interest and for the benefit of the organization and its parent organization. For the other listed officer positions, adjustments and incentive awards are approved upon recommendation of the President by the Executive Committee within the Exeter Health Resources, Inc. Board approved parameters and ratified by the Exeter Health Resources, Inc. Board of Trustees. Adjustments and awards for other listed key employees are approved upon recommendation of the President by the Executive Committee within the Exeter Health Resources, Inc. Board approved parameters and reviewed by the Board.
Form 990, Part VI, Section C, line 19 As noted throughout this filing, effective July 1, 2023, Beth Israel Lahey Health, Inc. (BILH) became the sole Member of Exeter Health Resources, Inc (EHRI) and the indirect Member of Exeter Hospital, Inc. Exeter Hospital's governing documents, Conflict of Interest Policy and Financial Statements are available to the general public upon request at the following location: Exeter Health Resources, Inc. and Affiliates 5 Alumni Drive Exeter, NH 03833 And Beth Israel Lahey Health Tax Department Schrafft's City Center, 4th Floor, 529 Main Street Charlestown, MA 02129
Form 990, Part VII, Section A, Line 1: In addition, as noted throughout this filing, as of July 1, 2023, Beth Israel Lahey Health (BILH) became the sole Member of Exeter Health Resources, Inc. (EHRI). Accordingly, various persons who serve as directors, trustees, officers, key employees, or highly compensated employees of Exeter Hospital, Inc. may be compensated by a related organization affiliated with EHRI or BILH. Such persons' compensation, if any, is based on their roles held and services performed with and for the applicable related organization. For additional information regarding the compensation and benefits of the individuals listed on this Form 990, Part VII, please refer to the explanatory notes included on this Form 990, Schedule J.
Form 990, Part XI, line 9: Impact of interest rate swaps 742,037. Net periodic pension gain 926,812. Pension liability adjustment 10,988,341. Net transfers to affiliates -38,011,057. Application of push down accounting -19,031,204.
Form 990, Part XII, Line 2c: The organization is part of the consolidated operations of Exeter Health Resources, Inc. The Exeter Health Resources, Inc. ("Resources") Executive Committee is responsible for the oversight of the audit and the selection of an independent accountant. Furthermore, pursuant to an affiliation agreement between Resources and Beth Israel Lahey Health, key members of the various Beth Israel executive teams and audit and finance committees may also provide review and oversight over the Resources audit procedures. During the year ending September 30, 2023, Resources and Beth Israel Lahey Health signed a definitive agreement that established the terms under which Resources joins the Beth Israel Lahey Health system. For financial reporting of the Hospital, the affiliation was accounted for as an acquisition and "push down" accounting was required to be applied, with the result that acquisition accounting adjustments have been reflected in the Hospital's financial statements. The application of "push down" accounting resulted in a new basis of accounting for property, plant and equipment based on the assets' fair value at the date of affiliation. Accordingly, the Organization's audited financial statements refer to the Hospital in the period prior to the affiliation as "Predecessor and in the period subsequent to the affiliation as "Successor." The 2023 Predecessor period represents the nine-month period ending June 30, 2023 prior to push-down accounting adjustments, and the 2023 Successor period represents the three-month period ending September 30, 2023 subsequent to push-down accounting adjustments. As of July 1, 2023, Beth Israel Lahey Health (BILH) became the sole Member of Exeter Health Resources, Inc. (EHRI) which in turns serves as the sole Member of Exeter Hospital and other affiliates of EHRI. The BILH audited financial statements also include the accounts of these entities for the last three months of the fiscal period covered by this filing. The Boston office of KPMG performs an annual audit and signs a consolidated financial statement audit of Beth Israel Lahey Health (BILH) and its affiliates. The Audit and Compliance Committee of BILH's Board of Trustees assumes responsibility for oversight of the consolidated audit for the network as a whole.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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
2021
Open to Public Inspection
Name of the organization
Exeter Hospital Inc
 
Employer identification number

22-2674014
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











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)Addison Gilbert Society Inc
529 Main St 4th Fl

Charlestown,MA02129
46-4371382
Professional services & financial support MA 501(c)(3) Line 10 Lahey Health Shared Services Inc
 
Yes
 
(2)Anna Jaques Hospital
25 Highland Ave

Newburyport,MA01950
04-2104338
Healthcare MA 501(c)(3) Line 3 Beth Israel Lahey Health Inc
 
Yes
 
(3)Assoc Phys Harvard Med Fac Phy at BIDMC
375 Longwood Ave

Boston,MA02215
32-0058309
To provide emergency medical services MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(4)Baim Institute for Clinical Research Inc dba BAIM Institute
930 Commonwealth Ave

Boston,MA02215
04-3521077
Scientific & Medical Research MA 501(c)(3) Line 7 N/A
 
No
(5)Beth Israel Anaesthesia Foundation Inc
330 Brookline Ave

Boston,MA02215
04-2997215
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(6)Beth Israel Community Foundation Inc
330 Brookline Ave

Boston,MA02215
04-2776678
Inactive Corporation MA 501(c)(3) Line 7 N/A
 
No
(7)Beth Israel Deaconess Department of Emergency Medicine Foundation Inc
330 Brookline Ave

Boston,MA02215
36-4803234
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(8)Beth Israel Deaconess Department of Medicine Foundation Inc
330 Brookline Ave

Boston,MA02215
04-3079630
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(9)Beth Israel Deaconess Department of Neonatology Foundation Inc
330 Brookline Ave

Boston,MA02215
20-8253452
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(10)Beth Israel Deaconess Department of Neurology Foundation Inc
330 Brookline Ave

Boston,MA02215
04-3030397
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(11)Beth Israel Deaconess Department of Orthopaedic Surgery Foundation Inc
330 Brookline Ave

Boston,MA02215
20-4974585
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(12)Beth Israel Deaconess Department of Radiation Oncology Foundation Inc
330 Brookline Ave

Boston,MA02215
87-3655583
Support patient care, research and teaching missions of BIDMC, HMFP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(13)Beth Israel Deaconess Department of Surgery Foundation Inc
110 Francis St

Boston,MA02215
02-0671240
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(14)Beth Israel Deaconess Hospital Milton Inc
199 Reedsdale Rd

Milton,MA02186
04-2103604
Hospital for the treatment, care and relief of sick and suffering persons MA 501(c)(3) Line 3 Beth Israel Lahey Health Inc
 
Yes
 
(15)Beth Israel Deaconess Hospital Needham Inc
148 Chestnut St

Needham,MA02492
04-3229679
Hospital for the treatment, care and relief of sick and suffering persons MA 501(c)(3) Line 3 Beth Israel Lahey Health Inc
 
Yes
 
(16)Beth Israel Deaconess Hospital Plymouth Inc
275 Sandwich St

Plymouth,MA02360
22-2667354
Hospital for the treatment, care and relief of sick and suffering persons MA 501(c)(3) Line 3 Beth Israel Lahey Health Inc
 
Yes
 
(17)Beth Israel Deaconess Medical Center Inc
330 Brookline Ave

Boston,MA02215
04-2103881
The operation of a world class academic medical center in Boston, MA MA 501(c)(3) Line 3 Beth Israel Lahey Health Inc
 
Yes
 
(18)Beth Israel Dermatology Foundation Inc
330 Brookline Ave

Boston,MA02215
04-3117601
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(19)Beth Israel Lahey Health Pharmacy Inc
80 Wilson Way

Westwood,MA02090
82-2526816
To operate a specialty pharmacy and 340B program for BIDMC MA 501(c)(3) Line 10 Beth Israel Deaconess Medical Center
 
Yes
 
(20)Beth Israel Lahey Health Primary Care
529 Main St 4th Fl

Charlestown,MA02129
47-2248298
Healthcare MA 501(c)(3) Line 10 Lahey Health Shared Services Inc
 
Yes
 
(21)Beth Israel Lahey Health Inc
529 Main St 4th Fl

Charlestown,MA02129
83-2671600
Management professional & IT support services MA 501(c)(3) Line 12c, III-FI N/A
 
No
(22)BID-Milton Physician Associates Inc
199 Reedsdale Road

Milton,MA02186
22-2566792
Promote Healthcare MA 501(c)(3) Line 10 Beth Israel Deaconess Hospital - Milton
 
Yes
 
(23)BIDMC and Children's Hospital Medical Care Corp
300 Longwood Ave

Boston,MA02215
04-3200113
Outpatient ambulatory center - Inactive MA 501(c)(3) Line 12a, I N/A
 
No
(24)BIDMC Obstetrics and Gynecology Foundation Inc
330 Brookline Ave

Boston,MA02215
04-2794855
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(25)BIH Pathology Foundation Inc
330 Brookline Ave

Boston,MA02215
22-2548374
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(26)BIH Radiologic Foundation Inc
330 Brookline Ave

Boston,MA02215
04-2571853
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(27)CAB Health and Recovery Services Inc
199 Rosewood Drive

Danvers,MA01923
04-2400270
Substance Abuse - Inactive MA 501(c)(3) Line 10 Northeast Behavioral Health Corporation
 
Yes
 
(28)Community Physicians Associates Inc
199 Reedsdale Rd

Milton,MA02186
04-3243146
Outpatient and Primary Care Services MA 501(c)(3) Line 3 Beth Israel Deaconess Hospital - Milton
 
Yes
 
(29)Continuing Edu Program dba BID Dept of Psych FDN
375 Longwood Ave

Boston,MA02215
04-3242952
Support patient care, research and teaching missions of BIDMC, HFMP and HMS MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(30)Core Physicians LLC
5 Alumni Drive

Exeter,NH03833
87-0807914
Physician Practices NH 501(c)(3) Line 10 Exeter Health Resources Inc
 
Yes
 
(31)CPHCH Inc dba BILH at Home - Watertown
C/O NRPN 600 Cummings Ctr

Beverly,MA01915
47-3111453
Home Care & Hospice - Inactive MA 501(c)(3) Line 12a, I Northeast Senior Health Corporation
 
Yes
 
(32)Exeter Health Resources Self-Insurance Trust
5 Alumni Drive

Exeter,NH03833
20-0753662
Self-Insurance Trust NH 501(c)(3) Line 12a, I Exeter Health Resources Inc
 
Yes
 
(33)Exeter Health Resources Inc
5 Alumni Drive

Exeter,NH03833
02-0222126
Support Community Health & Network Mgmt Svcs NH 501(c)(3) Line 12a, I Beth Israel Lahey Health Inc
 
Yes
 
(34)Exeter Med Real Inc
5 Alumni Drive

Exeter,NH03833
02-0418718
Real Estate Holding Company NH 501(c)(25)   Exeter Health Resources Inc
 
Yes
 
(35)Harvard Medical Faculty Physicians at BIDMC Inc
375 Longwood Ave

Boston,MA02215
22-2768204
General and specialized medical services to the patients of BIDMC and others MA 501(c)(3) Line 10 Beth Israel Deaconess Medical Center
 
Yes
 
(36)Health and Education Housing Services Inc
199 Rosewood Drive

Danvers,MA01923
22-3232914
HUD Housing - Inactive MA 501(c)(3) Line 10 Northeast Behavioral Health Corporation
 
Yes
 
(37)Jordan Physician Associates Inc
275 Sandwich St

Plymouth,MA02360
04-3228556
Outpatient and Primary Care Services MA 501(c)(3) Line 10 Beth Israel Deaconess Hospital - Plymouth Inc
 
Yes
 
(38)Joslin Clinic Inc
One Joslin Place

Boston,MA02215
22-2984590
Prevention, treatment, and cure of diabetes MA 501(c)(3) Line 12a, I Joslin Diabetes Center Inc
 
Yes
 
(39)Joslin Diabetes Center Inc
One Joslin Place

Boston,MA02215
04-2203836
Prevention, treatment, and cure of diabetes MA 501(c)(3) Line 7 Beth Israel Lahey Health Inc
 
Yes
 
(40)Lahey Clinic Canadian Foundation
130 King St West
Toronto,Ontario  
CA
Fundraising org CA     N/A
 
No
(41)Lahey Clinic Foundation Inc
529 Main St 4th Fl

Charlestown,MA02129
04-2323457
Financial & operational support to LCI and LCH MA 501(c)(3) Line 7 Beth Israel Lahey Health Inc
 
Yes
 
(42)Lahey Clinic Hospital Inc dba Lahey Hospital & Medical Center and LMC
529 Main St 4th Fl

Charlestown,MA02129
04-2704686
Healthcare MA 501(c)(3) Line 3 Lahey Clinic Foundation Inc
 
Yes
 
(43)Lahey Clinic Inc
529 Main St 4th Fl

Charlestown,MA02129
04-2704683
Healthcare MA 501(c)(3) Line 10 Lahey Clinic Foundation Inc
 
Yes
 
(44)Lahey Health Shared Services Inc
529 Main St 4th Fl

Charlestown,MA02129
04-3178972
Admin MA 501(c)(3) Line 10 Beth Israel Lahey Health Inc
 
Yes
 
(45)Longwood Medical Energy Collaborative Inc
375 Longwood Ave

Boston,MA02215
04-3476764
Coordinate and provide strategic planning opp for HMS MA 501(c)(3) Line 12a, I N/A
 
No
(46)Longwood Medical International Foundation Inc
375 Longwood Ave

Boston,MA02215
04-3208878
Inactive Corporation MA 501(c)(3) Line 12a, I Harvard Medical Physicians Beth Israel Medical Center
 
Yes
 
(47)Med Care of Boston Mgmt Corp dba BILH Primary Care
464 Hillside Ave

Needham,MA02494
04-2810972
Outpatient, Primary Care and Specialty Services MA 501(c)(3) Line 10 Beth Israel Lahey Health Primary Care
 
Yes
 
(48)Mount Auburn Hospital
330 Mount Auburn St

Cambridge,MA02138
04-2103606
Hospital for the treatment, care and relief of sick and suffering persons MA 501(c)(3) Line 3 Beth Israel Lahey Health Inc
 
Yes
 
(49)Mount Auburn Professional Services Inc
330 Mount Auburn St

Cambridge,MA02138
04-3026897
Offering medical care in general and specialized practices MA 501(c)(3) Line 12a, I Mount Auburn Hospital
 
Yes
 
(50)New England Baptist Hospital
125 Parker Hill Ave

Boston,MA02120
04-2103612
Orthopedic specialty hospital MA 501(c)(3) Line 3 Beth Israel Lahey Health Inc
 
Yes
 
(51)New England Baptist Medical Associates Inc
125 Parker Hill Ave

Boston,MA02120
04-3235796
Outpatient medical services to the various communities serviced by NEBH MA 501(c)(3) Line 3 New England Baptist Hospital
 
Yes
 
(52)Northeast Behavioral Health Corporation dba BILH Behavioral Health Service
199 Rosewood Drive

Danvers,MA01923
04-2777145
Healthcare MA 501(c)(3) Line 10 Beth Israel Lahey Health Inc
 
Yes
 
(53)Northeast Health Systems Inc
85 Herrick St

Beverly,MA01915
04-3240453
Financial & operational support MA 501(c)(3) Line 12b, II Lahey Health Shared Services Inc
 
Yes
 
(54)Northeast Hospital Corporation
85 Herrick St

Beverly,MA01915
04-2121317
Healthcare MA 501(c)(3) Line 3 Beth Israel Lahey Health Inc
 
Yes
 
(55)Northeast Medical Practice Inc
85 Herrick St

Beverly,MA01915
04-3201853
Healthcare MA 501(c)(3) Line 10 Northeast Hospital Corporation
 
Yes
 
(56)Northeast Professional Registry of Nurses Inc dba BILH at Home
800 Cummings Center

Beverly,MA01915
20-1287349
Healthcare MA 501(c)(3) Line 10 Northeast Senior Health Corporation
 
Yes
 
(57)Northeast Senior Health Corporation
85 Herrick St

Beverly,MA01915
04-2731137
Healthcare MA 501(c)(3) Line 10 Lahey Health Shared Services Inc
 
Yes
 
(58)Rockingham Visiting Nurse Association and Hospice
5 Alumni Drive

Exeter,NH03833
02-0274905
Home Care & Hospice NH 501(c)(3) Line 10 Exeter Health Resources Inc
 
Yes
 
(59)Seacoast Affiliated Group Practice Inc
25 Highland Ave

Newburyport,MA01915
04-3485648
Physician Group MA 501(c)(3) Line 10 Anna Jaques Hospital Inc
 
Yes
 
(60)Seacoast Nursing and Rehabilitation Center Inc
300 Washington St

Gloucester,MA01930
04-1305001
Healthcare MA 501(c)(3) Line 10 Lahey Health Shared Services Inc
 
Yes
 
(61)The Jordan Health Systems Inc
275 Sandwich St

Plymouth,MA02360
04-2103805
Promote Healthcare MA 501(c)(3) Line 7 Beth Israel Deaconess Medical Center
 
Yes
 
(62)Winchester Community Accountable Care Organization Inc
41 Highland Ave

Winchester,MA01890
22-3137856
ACO - Inactive MA 501(c)(3) Line 12a, I Winchester Healthcare Management Inc
 
Yes
 
(63)Winchester Healthcare Management Inc
41 Highland Ave

Winchester,MA01890
22-2701817
Management MA 501(c)(3) Line 12a, I Lahey Health Shared Services Inc
 
Yes
 
(64)Winchester Hospital
41 Highland Ave

Winchester,MA01890
04-2104434
Healthcare MA 501(c)(3) Line 3 Beth Israel Lahey Health Inc
 
Yes
 
(65)Winchester Hospital Foundation Inc
41 Highland Ave

Winchester,MA01890
04-3399570
Professional services & financial support MA 501(c)(3) Line 12a, I Winchester Healthcare Management Inc
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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












Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
Yes
 
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
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
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
 
No
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
(1) Exeter Med Real Inc

K 2,584,577 Actual per book
(2) Exeter Health Resources Inc

K 59,424 Actual per book
(3) Core Physicians LLC

K 15,541 Actual per book
(4) Core Physicians LLC

N 49,233 Actual per book
(5) Exeter Med Real Inc

O 330,468 Actual per book
(6) Exeter Health Resources Inc

O 6,528,603 Actual per book
(7) Core Physicians LLC

O 8,079,252 Actual per book
(8) Rockingham Visiting Nurse Association and Hospice

O 475,110 Actual per book
(9) Exeter Health Resources Inc

P 4,293,939 Actual per book
(10) Exeter Health Resources Self-Insurance Trust

P 118,904 Actual per book
(11) Exeter Health Resources Inc

R 32,670,980 Actual per book
(12) Core Physicians LLC

R 10,355,613 Actual per book
(13) Rockingham Visiting Nurse Association and Hospice

R 3,205,444 Actual per book
(14) Beth Israel Lahey Health Inc

S 7,000,000 Actual per book
(15) Exeter Health Resources Inc

S 248,541 Actual per book
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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