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
LAHEY CLINIC HOSPITAL INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
41 MALL ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BURLINGTON, MA018050001
D Employer identification number

04-2704686
E Telephone number

G Gross receipts $ 1,155,531,321
F Name and address of principal officer:
CINDY RIOS
41 MALL ROAD
BURLINGTON,MA018050001
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.LAHEY.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1980
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 24
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 15
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 5,738
6 Total number of volunteers (estimate if necessary) ............. 6 150
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 459,603
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 356,104
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 11,511,797 102,507
9 Program service revenue (Part VIII, line 2g) ......... 1,038,086,229 1,130,141,911
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 6,415,079 605,141
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 6,527,790 24,563,297
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,062,540,895 1,155,412,856
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,703,691 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 498,657,140 477,534,502
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 128,856
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,949,504    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 547,416,476 604,875,042
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,047,777,307 1,082,538,400
19 Revenue less expenses. Subtract line 18 from line 12....... 14,763,588 72,874,456
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 284,026,623 222,263,676
21 Total liabilities (Part X, line 26)............. 259,952,248 222,302,932
22 Net assets or fund balances. Subtract line 21 from line 20..... 24,074,375 -39,256
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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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: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 945,238,426 including grants of $   ) (Revenue $ 535,945,041 )
OUTPATIENT SERVICESSEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $ 567,773,682 )
INPATIENT SERVICESSEE SCHEDULE O
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $ 43,348,734 )
EMERGENCY DEPARTMENTSEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet945,238,426
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
 
No
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
 
No
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
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
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.........
14b
 
No
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.....
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...
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
 
No
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 list of attachments
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
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 ....
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.......................
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 II...........
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 III.........................
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......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
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..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
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
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
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
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
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
0
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
 
 
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
5,738
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
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
24
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
15
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
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
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
 
No
b
Other officers or key employees of the organization ................
15b
 
No
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
AK , CO , IL , KS , KY , MA , MN , MS , ND , NJ , NM , NY , OH , OK , OR , PA , SC , TN , UT , WA , WI
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:
MediumBulletKAREN WOLFSON AVP TAXATIONBILH SCHRAFFTS CITY CENTER 4TH   CHARLESTOWN,MA02129 (781) 744-8924
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) TABB MD KEVIN......................................................................
TTEE (EX OFFICIO) & CEO (EX-OFF)
1.00
.................
64.00
X   X       0 2,507,235 299,917
(2) LONGWORTH MD DAVID......................................................................
TRUSTEE (EX-OFFICIO) & PRESIDENT
30.00
.................
35.00
X   X       0 1,110,533 31,775
(3) MOURTZINOS MD ARTHUR P......................................................................
TRUSTEE; UROLOGIST
30.00
.................
56.00
X           0 748,389 48,353
(4) HUNTER MD ALICE A......................................................................
TRUSTEE; ORTHOPAEDIC SURGEON
1.00
.................
56.00
X           0 513,964 62,649
(5) SORCINI MD ANDREA P......................................................................
TTEE (EX-OFF); MSA PRES & UROLOGIST
1.00
.................
56.00
X           0 467,162 45,670
(6) SRINIVASAN MD JAYASHRI......................................................................
TRUSTEE; DIVISION CHAIR NEUROLOGY
30.00
.................
31.00
X           443,247 0 60,158
(7) AQUINO MD PATRICK......................................................................
TTEE; LCI DIVISION CHAIR, PSYCHIATRY
30.00
.................
31.00
X           0 407,577 24,586
(8) WINGER MD CHRISTINE......................................................................
TRUSTEE, PHYSICIAN
1.00
.................
56.00
X           0 345,098 62,996
(9) VILLANUEVA MD ANDREW G......................................................................
TRUSTEE, CHIEF QUALITY OFFICER
55.00
.................
2.00
X           263,177 0 65,695
(10) D'AGOSTINO MD RICHARD S......................................................................
TRUSTEE, PHYSICIAN
1.00
.................
56.00
X           0 232,277 78,678
(11) CRAWFORD MD BETSEY......................................................................
TTEE; PHYSICIAN, INTERNAL MEDICINE
1.00
.................
56.00
X           0 249,589 29,087
(12) EDMONDS JANE C......................................................................
TRUSTEE & CHAIR
1.00
.................
2.00
X   X       0 0 0
(13) LANG DAVID......................................................................
TRUSTEE, CHAIR
1.00
.................
2.00
X   X       0 0 0
(14) MOFFATT-BRUCE MD PHD SUSAN......................................................................
PRESIDENT & TRUSTEE (EX-OFFICIO)
1.00
.................
2.00
X   X       0 0 0
(15) ALEXANDER PAUL......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(16) BAILEY PHD ERIC M......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
(17) CRANDALL ROGER......................................................................
TRUSTEE
1.00
.................
2.00
X           0 0 0
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) CRUZ MELISSA........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(19) FINK JOHANNA........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(20) IRVING JAMES........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(21) MCARDLE JOAN........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(22) NORDBLOM PETER C........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(23) PODUSKA WILLIAM J........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(24) PONTE PATRICIA REID........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(25) REYNOLDS MARY........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(26) ROBINS SHANNON........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(27) SCHMERGEL GREG........................................................................
TRUSTEE
1.00
.......................2.00
X           0 0 0
(28) KERNDL JOHN........................................................................
TREAS (EX-OFF) (EVP & CFO, BILH)
1.00
.......................64.00
    X       0 1,301,463 34,409
(29) RIOS CINDY........................................................................
TREAS (EX-OFF) (INTERIM CFO, BILH)
1.00
.......................64.00
    X       0 802,046 220,936
(30) KATZ ESQ JAMIE........................................................................
CLERK (EX-OFFICIO)
1.00
.......................64.00
    X       0 898,193 15,864
(31) BENNETT KEVIN........................................................................
CFO, ASST TREAS (EXOFF), INTERIM COO
30.00
.......................32.00
    X       535,200 0 152,546
(32) CONNELLY CPA MBA MICHAEL........................................................................
CFO & ASST TREAS (EX-OFF)
30.00
.......................34.00
    X       207,100 0 1,856
(33) TABERNER MIKAELA........................................................................
ASSISTANT CLERK (EX-OFFICIO)
1.00
.......................57.00
    X       0 159,323 32,110
(34) STAIN MD STEVEN........................................................................
DEPT OF SURGERY CHAIR
30.00
.......................30.00
      X     801,474 0 70,063
(35) JOHNSON MD MS FACP ELIZABETH........................................................................
PRES, BILH PRIMARY CARE
1.00
.......................59.00
      X     0 655,415 45,377
(36) KEITZ MD SHERI........................................................................
CHAIR OF DEPARTMENT OF MEDICINE
30.00
.......................30.00
      X     587,326 0 62,844
(37) CREIGHTON MD MALCOLM........................................................................
HOSP BASED SVCS & EMERG MED CHAIR
30.00
.......................30.00
      X     0 556,440 68,739
(38) LIESCHING MD TIMOTHY........................................................................
SR VP & CHIEF MEDICAL OFFICER
30.00
.......................32.00
      X     539,569 0 84,017
(39) MOSENTHAL MD ANNE........................................................................
CHIEF ACADEMIC OFFICER
55.00
.......................2.00
      X     547,337 0 70,952
(40) GALVIN RN MSN TRACY A........................................................................
SVP, CNO - LHMC
55.00
.......................0.00
      X     387,680 0 61,667
(41) LEW JOHN........................................................................
VP, HUMAN RESOURCES BUSINESS PARTNER
30.00
.......................35.00
      X     0 362,612 33,041
(42) ROBINSON MPH MBA JASON........................................................................
VP HOSPITAL SVCS & ACADEMIC AFFAIRS
55.00
.......................1.00
      X     331,406 0 60,104
(43) BOWEN-BENITICH MBA BRIGITTE........................................................................
VP SURGICAL SERVICES
55.00
.......................1.00
      X     339,934 0 28,902
(44) SENARIAN EMILY........................................................................
VP MED SVCS & AMBULATORY PERFORMANCE
55.00
.......................1.00
      X     340,346 0 18,710
(45) CANTRELL PAUL........................................................................
VP FACILITIES OPERATIONS
55.00
.......................2.00
      X     282,406 0 60,820
(46) FANTASIA MSN RN LESLEY........................................................................
INTERIM CHIEF NURSING OFFICER
55.00
.......................0.00
      X     204,362 0 49,394
(47) HALVORSEN PER H........................................................................
DIRECTOR, PHYSICS
55.00
.......................0.00
        X   364,229 0 40,000
(48) SACKOS TARA L........................................................................
RAPID RESPONSE REGISTERED NURSE
55.00
.......................0.00
        X   285,540 0 56,812
(49) RUDDOCK CYNTHIA S........................................................................
TERTIARY CARE LEADER, PEABODY
55.00
.......................0.00
        X   269,621 0 68,663
(50) PARRILLO JULIA........................................................................
VP, PHILANTHROPY
55.00
.......................0.00
        X   304,064 0 40,571
(51) STAPLETON THOMAS F........................................................................
CHIEF PERFUSION CARDTHRACIC SURG
55.00
.......................0.00
        X   275,098 0 41,289
(52) ANTONIADES EFSTATHIOS........................................................................
FORMER COO
0.00
.......................0.00
          X 212,494 0 175,081
(53) GALLAGHER DENIS W........................................................................
FRMR PRES, BILH PRIMARY CARE
0.00
.......................0.00
          X 0 238,584 11,302
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 7,521,610 11,555,900 2,415,633
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 MediumBullet20
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
Yes
 
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
BETH ISRAEL LAHEY HEALTH INC

20 UNIVERSITY ROAD
CAMBRIDGE,MA02138
MGMT. & OPERATIONAL SERVICES 127,385,921
AMERI SOURCE BERGEN DRUG CORPORATION

PO BOX 29808
NEW YORK,NY100879808
PHARMACEUTICAL SOURCING & DIST. SERVICES 43,411,617
HEALTHCARE WORKFORCE LOGISTICS LLC

PO BOX 860573
MINNEAPOLIS,MN554860573
WORKFORCE SOLUTIONS & SOFTWARE SERVICES 35,652,800
CARDINAL VALUELINK

390 COUNTY HWY 99
MONTGOMERY,NY12549
DISTRIBUTION SERVICES 19,175,339
BOSTON SCIENTIFIC CORPORATION

PO BOX 786205
PHILADELPHIA,PA191786205
MANUFACTURING SERVICES 10,574,412
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet285
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 102,507
g Noncash contributions included in lines 1a - 1f:$ 1g 102,507
h Total. Add lines 1a-1f.......MediumBullet 102,507
 Program Service RevenueAmt Business Code
2a INPATIENT CARE NPSR 624100 567,773,682 567,773,682    
b OUTPATIENT CARE NPSR 621400 487,864,674 487,864,674    
c EMERGENCY DEPARTMENT C 624100 43,348,734 43,348,734    
d PHARMACY REVENUE 456110 18,219,000 18,219,000    
e SERVICE TO AFFILIATES 621400 12,935,821 12,935,821    
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 1,130,141,911
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 605,141     605,141
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   286,430 6a
b Less: rental expenses   118,465 6b
c Rental income or (loss)   167,965 6c
d Net rental income or (loss).......MediumBullet 167,965   167,965  
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory     7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss)     7c
d Net gain or (loss).........MediumBullet        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
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 REBATES AND REFUNDS 900099 6,248,077 6,248,077    
b FEDERAL RECOVERY 900099 5,222,082 5,222,082    
c CAFETERIA AND GIFT SHO 722514 3,787,664     3,787,664
d All other revenue .... 9,137,509 5,455,387 291,638 3,390,484
e Total. Add lines 11a–11d ...... MediumBullet 24,395,332
12 Total revenue. See instructions.....MediumBullet 1,155,412,856 1,147,067,457 459,603 7,783,289
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 ....    
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 ........... 5,004,429 4,822,264 182,165  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 387,575 373,467 14,108  
7 Other salaries and wages........ 364,539,985 351,270,435 13,269,550  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 5,645,159 5,439,671 205,488  
9 Other employee benefits ....... 75,339,030 72,596,629 2,742,401  
10 Payroll taxes ........... 26,618,324 25,649,396 968,928  
11 Fees for services (non-employees):        
a Management ...... 125,689,256 26,601,666 94,266,942 4,820,648
b Legal .........        
c Accounting ........... 22,000   22,000  
d Lobbying ........... 122,861   122,861  
e Professional fundraising services. See Part IV, line 17 128,856 128,856
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) 80,765,273 76,922,296 3,842,977  
12 Advertising and promotion .... 32,781 30,232 2,549  
13 Office expenses ....... 3,859,066 3,851,724 7,342  
14 Information technology ...... 1,056,094 973,984 82,110  
15 Royalties ..        
16 Occupancy ........... 24,638,241 20,791,786 3,846,455  
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 9,192,981 8,171,831 1,021,150  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 62,536,119 55,115,107 7,421,012  
23 Insurance ... 5,269,336 4,211,916 1,057,420  
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 MEDICAL SUPPLIES 151,660,907 151,660,907    
b PHARMACEUTICALS 66,994,562 66,994,547 15  
c MAINTENANCE CONTRACTS 18,438,018 17,869,552 568,466  
d HSN ASSESSMENT 14,758,401 14,758,401    
e All other expenses 39,839,146 37,132,615 2,706,531  
25 Total functional expenses. Add lines 1 through 24e 1,082,538,400 945,238,426 132,350,470 4,949,504
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 ........ 4,152 1 259,353
2 Savings and temporary cash investments ......... 43,398,682 2 0
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 122,047,899 4 133,794,382
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 ........... 0 7 66,164
8 Inventories for sale or use ............ 15,712,432 8 16,500,568
9 Prepaid expenses and deferred charges ...... 4,471,797 9 1,806,424
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b     10c  
11 Investments—publicly traded securities . 36,374,430 11 37,375,384
12 Investments—other securities. See Part IV, line 11 ..... 18,918,717 12 25,244,504
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 43,098,514 15 7,216,897
16 Total assets. Add lines 1 through 15 (must equal line 33)... 284,026,623 16 222,263,676
Liabilities 17 Accounts payable and accrued expenses ..... 102,751,451 17 85,146,036
18 Grants payable ...   18  
19 Deferred revenue ......... 0 19 3,805,709
20 Tax-exempt bond liabilities .........   20  
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 157,200,797 25 133,351,187
26 Total liabilities. Add lines 17 through 25.. 259,952,248 26 222,302,932
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 .......... 24,074,375 27 -39,256
28 Net assets with donor restrictions ........... 0 28 0
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 ........... 24,074,375 32 -39,256
33 Total liabilities and net assets/fund balances ........ 284,026,623 33 222,263,676
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
1,155,412,856
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,082,538,400
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
72,874,456
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
24,074,375
5
Net unrealized gains (losses) on investments ...............
5
2,485,049
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
-99,473,136
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
-39,256
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
 
No
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
 
 
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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number
04-2704686
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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
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


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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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
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)? ........
Yes
 
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
 
122,861
j
Total. Add lines 1c through 1i ....................................................................................................
122,861
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: LAHEY CLINIC HOSPITAL, INC. ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER NETWORK AFFILIATES AND/OR PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $122,861 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES.
Schedule C (Form 990) 2021


Additional Data


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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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
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 .... 55,293,148 63,525,820 58,284,199 54,874,470 51,357,742
b Contributions ...          
c Net investment earnings, gains, and losses 3,071,580 -8,216,484 5,259,003 3,427,957 3,532,326
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses .... 21,716 16,188 17,382 18,227 15,598
g End of year balance ...... 58,343,012 55,293,148 63,525,820 58,284,200 54,874,470
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 0
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) INVESTMENTS
25,244,504 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 25,244,504
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  
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 133,351,187
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
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  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
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  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
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: LAHEY CLINIC HOSPITAL, INC.'S ENDOWMENT FUNDS SUBSIDIZE THE COSTS OF PROVIDING SUPERIOR HEATLH CARE LEADING TO THE BEST POSSIBLE OUTCOME FOR EVERY PATIENT. THE COSTS ARE FOR PATIENT CARE, PATIENT EDUCATION, CONTINUING EDUCATION OF HEALTH CARE PROVIDERS, RESEARCH, AND CAPITAL EXPENDITURES.
PART X, LINE 2: BETH ISRAEL LAHEY HEALTH, INC., WHICH SERVES AS THE PARENT OF THE SYSTEM, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE OTHER ENTITIES IN THE SYSTEM, EXCLUDING ITS FOR-PROFIT SUBSIDIARIES, QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, MEET THE CODE'S REQUIREMENTS UNDER SECTION 509(A), AND THEREFORE ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION HAS BEEN RECORDED FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE SYSTEM DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, RESPECTIVELY.
Schedule D (Form 990) 2021


Additional Data


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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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
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
 
DOING GOOD DIGITAL LLC
668 N COAST HWY 224
 
LAGUNA BEACH, CA92651
MARKETING CONSULTING   No 0 24,344 -24,344
 
RAISE THE BAR LLC
36 RANGELEY ROAD
 
NEWTON, MA02465
REPORTING CONSULTING   No 0 40,306 -40,306
 
ZURI GROUP LLC
331 PARK AVENUE S 12TH FLOOR
 
NEW YORK, NY10010
STRATEGY CONSULTING   No 0 64,206 -64,206
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   128,856 -128,856
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.
AL, CO, IL, KS, KY, MA, MN, MS, NJ, NM, NY, ND, OH, OK, OR, PA, SC, TN, UT, WA, WI
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

 
(event type)
(b) Event #2

 
(event type)
(c) Other events

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

1

Gross receipts . . . . .

 

 

 

 

2

Less: Contributions . . . .

 

 

 

 
3 Gross income (line 1 minus
line 2) . . . . . .

 

 

 

 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
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 (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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
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
Yes
 
%
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) . . .
    10,352,802 3,174,904 7,177,898 0.660 %
b Medicaid (from Worksheet 3, column a) . . . . .     27,775,774 22,349,043 5,426,731 0.500 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     38,128,576 25,523,947 12,604,629 1.160 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,848,085 5,000 1,843,085 0.170 %
f Health professions education (from Worksheet 5) . . .     40,500,889 13,536,359 26,964,530 2.490 %
g Subsidized health services (from Worksheet 6) . . . .     351,729,468 240,746,293 110,983,175 10.250 %
h Research (from Worksheet 7) .            
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     966,169 166,567 799,602 0.070 %
j Total. Other Benefits . .     395,044,611 254,454,219 140,590,392 12.980 %
k Total. Add lines 7d and 7j .     433,173,187 279,978,166 153,195,021 14.140 %
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            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development     112,796   112,796 0.010 %
9 Other            
10 Total     112,796   112,796 0.010 %
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
Yes
 
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
6,682,828
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
 
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
342,291,889
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
353,479,718
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-11,187,829
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 LAHEY CLINIC HOSPITAL INC
41 MALL ROAD
BURLINGTON,MA01805
X X   X   X X   MEDICAL RESEARCH CONDUCTED UNDER THE LAHEY CLINIC, INC.  
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)
LAHEY CLINIC 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 Yes  
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   No
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 VI
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)
LAHEY CLINIC 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 VI
b
SEE PART VI
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
LAHEY CLINIC 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)
LAHEY CLINIC 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
LAHEY CLINIC HOSPITAL, INC. PART V, SECTION B, LINE 5: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION
LAHEY CLINIC HOSPITAL, INC. PART V, SECTION B, LINE 11: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL 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?5
Name and address Type of Facility (describe)
1 1 - LAHEY HEALTH OUTPATIENT SERVICES
67 SOUTH BEDFORD STREET1ST FLOOR
BURLINGTON,MA01805
OUTPATIENT
2 2 - LHMC DEPT OF ALLERGY & IMMUNOLOGY & OPHT
31 MALL ROAD 1ST FLOOR
BURLINGTON,MA01805
OUTPATIENT
3 3 - LHMC OUTPATIENT REHAB SERVICES AT DANVER
5 FEDERAL STREET GROUND FLOOR
DANVERS,MA01923
OUTPATIENT
4 4 - LAHEY OUTPATIENT CENTERLEXINGTON - MRI
16 HAYDEN AVENUEGROUND FLOOR
LEXINGTON,MA02421
OUTPATIENT
5 5 - LHMC WEIGHT LOSS CENTER
50 MALL ROADSUITE G-03
BURLINGTON,MA01805
OUTPATIENT
6
7
8
9
10
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
FORM 990 SCHEDULE H PART V, SECTION C, SUPPLEMENTAL INFORMATION FOR SCHEDULE H PART V, SECTION BFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSLAHEY CLINIC HOSPITAL, INC. AFFILIATIONTHE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES. BILH IS A PURPOSE-DRIVEN, VALUES-BASED ORGANIZATION THAT UNITES 38,000 PEOPLE WHO PROVIDE EXCEPTIONAL HEALTH CARE TO EVERYONE WE SERVE.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 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.BILH'S PURPOSE STATEMENT ARTICULATES THE IMPACT BILH AND EACH AFFILIATE STRIVES TO MAKE IN THE COMMUNITIES SERVED. BILH'S SHARED VALUES GUIDE DAILY EFFORTS, KEEP BILH AND EACH AFFILIATE ALIGNED IN THE PURSUIT OF PURPOSE AND SHOW HOW BILH CARES FOR PATIENTS, EACH OTHER AND OUR COMMUNITIES.PURPOSE STATEMENT: BILH CREATES HEALTHIER COMMUNITIES ONE PERSON AT A TIME THROUGH SEAMLESS CARE AND GROUND-BREAKING SCIENCE, DRIVEN BY EXCELLENCE, INNOVATION AND EQUITY.LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS MISSION STATEMENT AT LAHEY CLINIC HOSPITAL OUR MISSION GUIDES THE HOSPITAL TOWARD SUCCESS. LAHEY CLINIC HOSPITAL IS COMMITTED TO PROVIDING SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES FOR EVERY PATIENT, EXCEEDING OUR PATIENTS' HIGH EXPECTATIONS FOR SERVICE EACH DAY, ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS, AND PROMOTING HEALTH AND WELLNESS IN PARTNERSHIP WITH THE DIVERSE COMMUNITIES IT SERVES. LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS MISSION IS FULFILLED BY:- INVOLVING LAHEY CLINIC HOSPITAL STAFF, INCLUDING ITS LEADERSHIP AND DOZENS OF COMMUNITY PARTNERS, IN THE CHNA PROCESS AS WELL AS IN THE DEVELOPMENT, IMPLEMENTATION AND OVERSIGHT OF THE HOSPITAL'S THREE-YEAR IMPLEMENTATION STRATEGY;- ENGAGING AND LEARNING FROM RESIDENTS THROUGHOUT LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA (CBSA) IN ALL ASPECTS OF THE COMMUNITY BENEFITS PROCESS, WITH SPECIAL ATTENTION FOCUSED ON ENGAGING DIVERSE PERSPECTIVES, FROM THOSE, PATIENTS AND NON-PATIENTS ALIKE, WHO ARE OFTEN LEFT OUT OF SIMILAR ASSESSMENT, PLANNING AND PROGRAM IMPLEMENTATION PROCESSES;- ASSESSING UNMET COMMUNITY NEED BY COLLECTING PRIMARY AND SECONDARY DATA (BOTH QUANTITATIVE AND QUALITATIVE) TO UNDERSTAND UNMET HEALTH-RELATED NEEDS AND IDENTIFY COMMUNITIES AND POPULATION SEGMENTS DISPROPORTIONATELY IMPACTED BY HEALTH ISSUES AND OTHER SOCIAL, ECONOMIC AND SYSTEMIC FACTORS;- IMPLEMENTING COMMUNITY HEALTH PROGRAMS AND SERVICES IN LAHEY CLINIC HOSPITAL'S CBSA THAT ADDRESS THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH, BARRIERS TO ACCESSING CARE, AS WELL AS PROMOTE 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, HEALTH CARE PROVIDERS, SOCIAL SERVICE ORGANIZATIONS, BUSINESSES, ACADEMIC INSTITUTIONS, COMMUNITY HEALTH COLLABORATIVES, AND OTHER COMMUNITY HEALTH ORGANIZATIONS) TO ADVOCATE FOR, SUPPORT AND IMPLEMENT EFFECTIVE HEALTH POLICIES, COMMUNITY PROGRAMS AND SERVICES.COMMUNITY BENEFITS FINANCIAL SUMMARY DURING THE FISCAL YEAR COVERED BY THIS FILING, LAHEY CLINIC HOSPITAL PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $2,642,687 REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIP/TEAMTHE LAHEY CLINIC HOSPITAL'S BOARD OF TRUSTEES ALONG WITH ITS CLINICAL AND ADMINISTRATIVE STAFF IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF RESIDENTS THROUGHOUT ITS CBSA AND BEYOND. LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS DEPARTMENT, UNDER THE DIRECT OVERSIGHT OF LAHEY CLINIC HOSPITAL'S BOARD OF TRUSTEES, IS DEDICATED TO COLLABORATING WITH COMMUNITY PARTNERS AND RESIDENTS AND WILL CONTINUE TO DO SO IN ORDER TO MEET ITS COMMUNITY BENEFITS OBLIGATIONS. HOSPITAL SENIOR LEADERSHIP IS ACTIVELY ENGAGED IN THE DEVELOPMENT AND IMPLEMENTATION OF THE LAHEY CLINIC HOSPITAL'S IMPLEMENTATION STRATEGY, ENSURING THAT HOSPITAL POLICIES AND RESOURCES ARE ALLOCATED TO SUPPORT PLANNED ACTIVITIES. LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS PROGRAM IS SPEARHEADED BY THE REGIONAL MANAGER OF COMMUNITY BENEFITS. THE REGIONAL MANAGER OF COMMUNITY BENEFITS HAS DIRECT ACCESS AND IS ACCOUNTABLE TO THE LAHEY CLINIC HOSPITAL PRESIDENT AND THE BILH VICE PRESIDENT OF COMMUNITY BENEFITS AND COMMUNITY RELATIONS, THE LATTER OF WHOM REPORTS DIRECTLY TO THE BILH CHIEF DIVERSITY, EQUITY AND INCLUSION OFFICER. IT IS THE RESPONSIBILITY OF THESE LEADERS TO ENSURE THAT COMMUNITY BENEFITS IS 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. THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WORKS IN COLLABORATION WITH LAHEY CLINIC HOSPITAL'S HOSPITAL LEADERSHIP, INCLUDING THE HOSPITAL'S GOVERNING BOARD AND SENIOR MANAGEMENT TO SUPPORT LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS MISSION. THE CBAC PROVIDES INPUT INTO THE DEVELOPMENT AND IMPLEMENTATION OF LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS PROGRAMS IN FURTHERANCE OF LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS MISSION. THE MEMBERSHIP OF LAHEY CLINIC HOSPITAL'S CBAC ASPIRES TO BE REPRESENTATIVE OF THE CONSTITUENCIES AND PRIORITY COHORTS SERVED BY LAHEY CLINIC HOSPITAL'S PROGRAMMATIC ENDEAVORS, INCLUDING THOSE FROM DIVERSE RACIAL AND ETHNIC BACKGROUNDS, AGE, GENDER, SEXUAL ORIENTATION AND GENDER IDENTITY, AS WELL AS THOSE FROM CORPORATE AND NON-PROFIT COMMUNITY ORGANIZATIONS. LAHEY CLINIC HOSPITAL'S CBAC MEMBERS INCLUDE:- SUSAN MOFFATT-BRUCE, MD, PHD, PRESIDENT, LAHEY HOSPITAL & MEDICAL CENTER- TIM LIESCHING, MD, CHIEF MEDICAL OFFICER, LAHEY HOSPITAL & MEDICAL CENTER- JEAN BUSHNELL, DIRECTOR, BILLERICA COUNCIL ON AGING - SHARON CAMERON, DIRECTOR OF HEALTH AND HUMAN SERVICES, CITY OF PEABODY - STEPHANIE CRONIN, EXECUTIVE DIRECTOR, MIDDLESEX 3 COALITION - RANDI EPSTEIN, COORDINATOR, COMMUNITY HEALTH NETWORK AREA 15 - GREG SCHMERGEL, LAHEY HOSPITAL & MEDICAL CENTER BOARD OF TRUSTEES - CHRISTINE HEALEY, DIRECTOR, COMMUNITY RELATIONS, BETH ISRAEL LAHEY HEALTH - RYAN RIBERIO-RODRIGUEZ, VICE PRESIDENT OPERATIONS, NORTH SHORE COMMUNITY HEALTH - ROSEMARIE DESOUSA, BURLINGTON PUBLIC SCHOOLS - KELLY MAGEE WRIGHT, EXECUTIVE DIRECTOR, MINUTEMAN SENIOR SERVICES - ELVIRA OMEROVIC, DIRECTOR, SITE OPERATIONS, BETH ISRAEL LAHEY HEALTH PRIMARY CARE - RICK PARKER, EXECUTIVE DIRECTOR, BURLINGTON RESIDENT - MICHELLE SNYDER, REGIONAL MANAGER, COMMUNITY RELATIONS, LAHEY HOSPITAL & MEDICAL CENTER- ERICA SCHWARTZ, EXECUTIVE DIRECTOR, HOUSING CORPORATION OF ARLINGTONCOMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGYMOST RECENT COMMUNITY HEALTH NEEDS ASSESSMEN TINTERNAL 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 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.
LAHEY CLINIC HOSPITAL COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN SEPTEMBER 2022. THAT CHNA WAS APPROVED BY THE LAHEY CLINIC HOSPITAL BOARD OF TRUSTEES ON SEPTEMBER 12, 2022. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS ALSO ADOPTED BY THE BOARD ON SEPTEMBER 12, 2022, WHICH IS WITHIN THE TIMELINE REQUIRED BY THE TREASURY REGULATIONS UNDER 501(R). THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND THE ASSOCIATED IMPLEMENTATION STRATEGY (IS) REPRESENT THE CULMINATION OF A YEAR OF WORK AND WERE BORNE LARGELY OF LAHEY CLINIC HOSPITAL'S COMMITMENT TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS COMMUNITY BENEFITS SERVICE AREA WITH AN EMPHASIS ON THOSE WHO ARE MOST DISADVANTAGED. THE PROJECT ALSO FULFILLS THE COMMONWEALTH ATTORNEY GENERAL'S OFFICE AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT LAHEY CLINIC HOSPITAL ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW LAHEY CLINIC HOSPITAL, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT(S), WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE CHNA.2022 COMMUNITY HEALTH NEEDS ASSESSMENT PRIORITY GEOGRAPHY AND COHORTSAS NOTED ABOVE, LAHEY CLINIC HOSPITAL COMPLETED ITS LAST ASSESSMENT IN SEPTEMBER 2022. THE GEOGRAPHICAL FOCUS OF LAHEY CLINIC HOSPITAL'S MOST RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT ENCOMPASSES ARLINGTON, BEDFORD, BILLERICA, BURLINGTON, DANVERS, LEXINGTON, LOWELL, LYNNFIELD, AND PEABODY.COMMUNITY HEALTH ISSUES AND PRIORITY COHORTS FOR LAHEY CLINIC 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).LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS INVESTMENTS AND RESOURCES WILL FOCUS ON IMPROVING THE HEALTH STATUS OF THOSE WHO ARE MEDICALLY-UNDERSERVED, EXPERIENCE POVERTY OR FACE THE GREATEST HEALTH DISPARITIES IN THE COMMUNITIES OF ARLINGTON, BEDFORD, BILLERICA, BURLINGTON, DANVERS, LEXINGTON, LOWELL, LYNNFIELD, PEABODY IN ITS CBSA, AS FOLLOWS:- YOUTH- LOW-RESOURCED POPULATIONS- OLDER ADULTS- RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE POPULATIONS- LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER OR QUESTIONING, INTERSEX, ASEXUAL (LGBTQIA+) INDIVIDUALS2022 COMMUNITY HEALTH NEEDS ASSESSMENT SUMMARY OF APPROACH AND METHODSLAHEY CLINIC HOSPITAL'S 2022 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 LAHEY CLINIC HOSPITAL'S CBSA, ESPECIALLY THE POPULATION SEGMENTS THAT ARE OFTEN DISADVANTAGED, FACE DISPARITIES IN HEALTH-RELATED OUTCOMES, AND WHO HAVE BEEN HISTORICALLY UNDERSERVED. LAHEY CLINIC 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 IT 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.BETWEEN OCTOBER 2021 AND FEBRUARY 2022, LAHEY CLINIC HOSPITAL CONDUCTED 20 ONE-ON-ONE INTERVIEWS WITH KEY COLLABORATORS IN THE COMMUNITY, FACILITATED FOUR FOCUS GROUPS WITH SEGMENTS OF THE POPULATION FACING THE GREATEST HEALTH-RELATED DISPARITIES (INCLUDING ONE FOCUS GROUP IN COLLABORATION WITH NORTHEAST HOSPITAL CORPORATION), ADMINISTERED A COMMUNITY HEALTH SURVEY INVOLVING MORE THAN 900 RESIDENTS, AND ORGANIZED TWO COMMUNITY LISTENING SESSIONS. (SCHEDULE H, PART V, SECTION B, QUESTIONS 3 AND 5). ULTIMATELY, THE ASSESSMENT PROCESS COLLECTED INFORMATION FROM MORE THAN 1,000 COMMUNITY RESIDENTS, CLINICAL AND SOCIAL SERVICE PROVIDERS AND OTHER COMMUNITY PARTNERS.2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS DETAIL OF APPROACH AND METHODSLAHEY CLINIC HOSPITAL RELIED ON NUMEROUS PRIMARY AND SECONDARY DATA SOURCES TO ANALYZE THE HEALTH STATUS AND NEED LEVEL THROUGHOUT THEIR CBSA. LAHEY CLINIC HOSPITAL COLLECTED DATA FROM A NUMBER OF SOURCES INCLUDING PRIMARY QUANTITATIVE AND QUALITATIVE DATA, AS WELL AS SECONDARY DATA. EXAMPLES OF SECONDARY DATA SOURCES THAT LAHEY CLINIC HOSPITAL LEVERAGED INCLUDED:- U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2016-2020)- U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY POPULATION CHANGE (2010-2020)- U.S. CENSUS BUREAU, COVID-19 HOUSEHOLD PULSE SURVEY (2021)- BEHAVIORAL RISK FACTOR SURVEILLANCE SURVEY, 2019- MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES (2020-2021)- FBI UNIFORM CRIME REPORTS (2019)- MASSACHUSETTS DEPARTMENT OF ECONOMIC RESEARCH, LABOR MARKET INFORMATION (2020-2021)- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, REGISTRY OF VITAL RECORDS AND STATISTICS (2019)- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, BUREAU OF SUBSTANCE ABUSE SERVICES (2015-2017)- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, COVID-19 DASHBOARD (2021)- MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, COVID-19 COMMUNITY IMPACT SURVEY (2021)- MASSACHUSETTS BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2019)- MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL DISCHARGES (2019)- MASSACHUSETTS HEALTHY AGING COLLABORATIVE, COMMUNITY PROFILES (2020)- MASSACHUSETTS INSTITUTE OF TECHNOLOGY, EVICTION LAB (2018)- ROBERT WOOD JOHNSON COUNTRY HEALTH RANKINGS (2019, 2020, 2021)2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS KEY INFORMANT INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS (SCHEDULE H, PART V, SECTION B, LINE 5)BETWEEN OCTOBER 2021 AND FEBRUARY 2022, LAHEY CLINIC HOSPITAL CONDUCTED 20 KEY INFORMANT INTERVIEWS THAT ENGAGED COMMUNITY-BASED ORGANIZATIONS, CLINICAL AND SOCIAL SERVICE PROVIDERS, PUBLIC HEALTH OFFICIALS, ELECTED/APPOINTED OFFICIALS AND OTHER KEY COLLABORATORS THROUGHOUT LAHEY CLINIC HOSPITAL'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 INFORMANTS IS INCLUDED IN APPENDIX A OF THE CHNA REPORT THAT IS POSTED ON LAHEY CLINIC HOSPITAL'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 LAHEY CLINIC HOSPITAL'S CBSA. INTERVIEWS WERE CONDUCTED VIRTUALLY USING A STANDARD INTERVIEW GUIDE. INTERVIEWS FOCUSED ON IDENTIFYING THE BIGGEST HEALTH-RELATED CONCERNS/ISSUES, AS WELL AS THE BARRIERS AND/OR CHALLENGES FOR ACCESSING RESOURCES AND SERVICES AMONG THOSE THEY SERVE AND/OR THOSE LIVING IN THE COMMUNITY, INCLUDING POSSIBLE STRATEGIES TO ADDRESS THOSE CONCERNS.2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS FOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)LAHEY CLINIC HOSPITAL CONDUCTED FOUR COMMUNITY FOCUS GROUPS, AND HELD FOUR COMMUNITY LISTENING SESSIONS THAT ENGAGED APPROXIMATELY 100 RESIDENTS IN LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS SERVICE AREA (CBSA) TO GATHER CRITICAL COMMUNITY INPUT FROM COMMUNITY RESIDENTS AND STAKEHOLDERS. THESE FOCUS GROUPS AND LISTENING SESSIONS WERE ORGANIZED IN COLLABORATION WITH COMMUNITY ORGANIZATIONS INCLUDING THE RAINBOW COALITION IN ARLINGTON, DANVERS CARES, SAHELI AND IGREJA COMUNIDADE DE CRISTO.LAHEY CLINIC HOSPITAL HAS BEEN INTENTIONAL IN ENSURING THAT VARIED EXPERIENCES AND PERSPECTIVES, REFLECTIVE OF LAHEY CLINIC HOSPITAL'S CBSA AND THE COMMUNITY AT LARGE, WERE SHARED THROUGHOUT THE CHNA AND IS PROCESS. TO REACH A BROAD RANGE OF COMMUNITY MEMBERS, ALL COMMUNITY SURVEYS, FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH A FOCUS ON COMMUNITY REPRESENTATIVENESS. FOR EXAMPLE, THE SURVEY WAS ADMINISTERED ONLINE AND VIA HARD COPY IN TWELVE LANGUAGES. FURTHERMORE, EXTENSIVE OUTREACH WAS CONDUCTED VIA SOCIAL MEDIA, PRINT ADVERTISEMENTS, DIGITAL ADVERTISEMENTS, AUDIO ADVERTISEMENTS ACROSS MULTIPLE PLATFORMS, PUBLIC SCHOOLS, PLACES OF WORSHIP, AND RECREATIONAL CENTERS TO HELP ENSURE DIVERSE REPRESENTATION IN THE CHNA.
THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) WAS ALSO INTEGRALLY INVOLVED IN PROVIDING INPUT ON COMMUNITY NEEDS AND PRIORITIZING THE LEADING HEALTH ISSUES. THE CBAC MET FIVE TIMES DURING THE COURSE OF THE ASSESSMENT. THEY PROVIDED INPUT REGARDING THE CHNA OVERALL AND GUIDED THE PRIORITIZATION AND PLANNING PHASE, CONDUCTING OUTREACH TO COMMUNITY VOICES THAT HAVE HISTORICALLY BEEN LEFT OUT OF SIMILAR PROCESSES. 2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS REVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTSAS NOTED ABOVE, THE CHNA PROCESS WAS DIVIDED INTO THREE PHASES. THE FINAL PHASE, PHASE III, INCLUDED THE FOLLOWING STEPS: - REVIEW OF THE ASSESSMENT'S MAJOR FINDINGS WITH THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS ADVISORY COMMITTEE (CBAC) AND HELD A VIRTUAL COMMUNITY FORUM PRESENTING RESULTS.- IDENTIFY LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS PRIORITY COHORTS, GEOGRAPHIC FOCUS, AND COMMUNITY HEALTH PRIORITIES.- ANALYZE LAHEY CLINIC HOSPITAL'S EXISTING COMMUNITY BENEFITS ACTIVITIES WHICH WERE INFORMED BY THE 2019 CHNA AND SUBSEQUENT 2020 2022 IMPLEMENTATION STRATEGY THAT WERE COMPLETED BY LAHEY CLINIC HOSPITAL DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018).- DETERMINE IF THE RANGE OF COMMUNITY BENEFITS ACTIVITIES ESTABLISHED DURING THE PREVIOUS CHNA AND IMPLEMENTATION STRATEGY PROCESS NEEDED TO BE AUGMENTED OR CHANGED TO RESPOND TO THE ASSESSMENT COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2022 (TAX YEAR 2021).2022 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS KEY FINDINGSTHE KEY PRIORITY COHORTS IDENTIFIED THROUGH THE CHNA CONDUCTED DURING THE PERIOD ENDED SEPTEMBER 30, 2022, WERE:- YOUTH- LOW-RESOURCED POPULATIONS- OLDER ADULTS- RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE POPULATIONS- LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER OR QUESTIONING, INTERSEX, ASEXUAL (LGBTQIA+) INDIVIDUALSLAHEY CLINIC HOSPITAL'S CHNA RESULTED IN KEY FINDINGS IN THE FOLLOWING AREAS: - EQUITABLE ACCESS TO CARE: INDIVIDUALS IDENTIFIED A NUMBER OF BARRIERS TO ACCESSING AND NAVIGATING THE HEALTH CARE SYSTEM. MANY OF THESE BARRIERS WERE AT THE SYSTEM LEVEL, MEANING THAT THE ISSUES STEM FROM THE WAY IN WHICH THE SYSTEM DOES OR DOES NOT FUNCTION. SYSTEM LEVEL ISSUES INCLUDED PROVIDERS NOT ACCEPTING NEW PATIENTS, LONG WAIT LISTS, AND AN INHERENTLY COMPLICATED HEALTHCARE SYSTEM THAT IS DIFFICULT FOR MANY TO NAVIGATE. THERE WERE ALSO INDIVIDUAL LEVEL BARRIERS TO ACCESS AND NAVIGATION. INDIVIDUALS MAY BE UNINSURED OR UNDERINSURED, WHICH MAY LEAD THEM TO FOREGO OR DELAY CARE. INDIVIDUALS MAY ALSO EXPERIENCE LANGUAGE OR CULTURAL BARRIERS - RESEARCH SHOWS THAT THESE BARRIERS CONTRIBUTE TO HEALTH DISPARITIES, MISTRUST BETWEEN PROVIDERS AND PATIENTS, INEFFECTIVE COMMUNICATION, AND ISSUES OF PATIENT SAFETY.- SOCIAL DETERMINANTS OF HEALTH (E.G., ECONOMIC STABILITY, EDUCATION, AND COMMUNITY/SOCIAL CONTEXT) CONTINUE TO HAVE A MASSIVE IMPACT ON MANY SEGMENTS OF THE POPULATION. THE SOCIAL DETERMINANTS OF HEALTH ARE THE CONDITIONS IN THE ENVIRONMENTS WHERE PEOPLE ARE BORN, LIVE, LEARN, WORK, PLAY, WORSHIP, AND AGE THAT AFFECT A WIDE RANGE OF HEALTH, FUNCTIONING, AND QUALITY-OF-LIFE OUTCOMES AND RISKS. THESE CONDITIONS INFLUENCE AND DEFINE QUALITY OF LIFE FOR MANY SEGMENTS OF THE POPULATION IN THE CBSA. RESEARCH SHOWS THAT SUSTAINED SUCCESS IN COMMUNITY HEALTH IMPROVEMENT AND ADDRESSING HEALTH DISPARITIES RELIES ON ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH THAT LEAD TO POOR HEALTH OUTCOMES AND DRIVE HEALTH INEQUITIES. THE ASSESSMENT GATHERED A RANGE OF INFORMATION RELATED TO ECONOMIC INSECURITY, EDUCATION, FOOD INSECURITY, ACCESS TO CARE/NAVIGATION ISSUES, AND OTHER IMPORTANT SOCIAL FACTORS. THERE IS LIMITED QUANTITATIVE DATA IN THE AREA OF SOCIAL DETERMINANTS OF HEALTH. DESPITE THIS, INFORMATION GATHERED THROUGH INTERVIEWS, FOCUS GROUPS, SURVEY, AND LISTENING SESSIONS SUGGESTED THAT THESE ISSUES HAVE THE GREATEST IMPACT ON HEALTH STATUS AND ACCESS TO CARE IN THE REGION - ESPECIALLY ISSUES RELATED TO HOUSING, FOOD SECURITY/NUTRITION, AND ECONOMIC STABILITY.- HIGH RATES OF SUBSTANCE USE (E.G., ALCOHOL, PRESCRIPTION DRUG/OPIOIDS, MARIJUANA) AND MENTAL HEALTH ISSUES (E.G., DEPRESSION, ANXIETY AND STRESS). ANXIETY, CHRONIC STRESS, DEPRESSION, AND SOCIAL ISOLATION WERE LEADING COMMUNITY HEALTH CONCERNS. THE ASSESSMENT IDENTIFIED SPECIFIC CONCERNS ABOUT THE IMPACT OF MENTAL HEALTH ISSUES FOR YOUTH AND YOUNG ADULTS, THE MENTAL HEALTH IMPACTS OF RACISM, DISCRIMINATION, AND TRAUMA, AND SOCIAL ISOLATION AMONG OLDER ADULTS. THESE DIFFICULTIES WERE EXACERBATED BY COVID-19. IN ADDITION TO THE OVERALL BURDEN AND PREVALENCE OF MENTAL HEALTH ISSUES, RESIDENTS IDENTIFIED A NEED FOR MORE PROVIDERS AND TREATMENT OPTIONS, ESPECIALLY INPATIENT AND OUTPATIENT TREATMENT, CHILD PSYCHIATRISTS, PEER SUPPORT GROUPS, AND MENTAL HEALTH SERVICES. SUBSTANCE USE CONTINUED TO HAVE A MAJOR IMPACT ON THE CBSA; THE OPIOID EPIDEMIC CONTINUED TO BE AN AREA OF FOCUS AND CONCERN, AND THERE WAS RECOGNITION OF THE LINKS AND IMPACTS ON OTHER COMMUNITY HEALTH PRIORITIES, INCLUDING MENTAL HEALTH, HOUSING, AND HOMELESSNESS. INDIVIDUALS ENGAGED IN THE ASSESSMENT IDENTIFIED STIGMA AS A BARRIER TO TREATMENT AND REPORTED A NEED FOR PROGRAMS THAT ADDRESS COMMON CO-OCCURRING ISSUES (E.G., MENTAL HEALTH ISSUES, HOMELESSNESS).- HIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA). CHRONIC CONDITIONS SUCH AS CANCER, DIABETES, CHRONIC LOWER RESPIRATORY DISEASE, STROKE, AND CARDIOVASCULAR DISEASE CONTRIBUTE TO 56% OF ALL MORTALITY IN THE COMMONWEALTH AND OVER 53% OF ALL HEALTH CARE EXPENDITURES ($30.9 BILLION A YEAR). PERHAPS MOST SIGNIFICANTLY, CHRONIC DISEASES ARE LARGELY PREVENTABLE DESPITE THEIR HIGH PREVALENCE AND DRAMATIC IMPACT ON INDIVIDUALS AND SOCIETY.THE CHNA THAT WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2022, AND THE ASSOCIATED IMPLEMENTATION STRATEGY ADOPTED FROM THIS PROCESS WERE DESIGNED TO INFORM LAHEY CLINIC 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 AVAILABLELAHEY CLINIC HOSPITAL STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY.AS NOTED ABOVE, LAHEY CLINIC 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 LAHEY CLINIC HOSPITAL WEBSITE AT: HTTPS://WWW.LAHEY.ORG/LHMC/LAHEY-PROMISE/IN-THE-COMMUNITY/HEALTH-NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-STRATEGIES/ IN ADDITION TO THE CHNA, LAHEY CLINIC 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 LAHEY CLINIC HOSPITAL WEBSITE AT: HTTPS://WWW.LAHEY.ORG/LHMC/LAHEY-PROMISE/IN-THE-COMMUNITY/HEALTH-NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-STRATEGIES/ LAHEY CLINIC HOSPITAL COMPLETED ITS PREVIOUS CHNA DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018). THAT CHNA IS AVAILABLE ON THE LAHEY CLINIC HOSPITAL WEBSITE AT: HTTPS://WWW.LAHEY.ORG/LHMC/LAHEY-PROMISE/IN-THE-COMMUNITY/HEALTH-NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-STRATEGIES/ FINALLY, THE IMPLEMENTATION STRATEGY ASSOCIATED WITH THE CHNA COMPLETED DURING LAHEY CLINIC HOSPITAL'S FISCAL YEAR ENDED SEPTEMBER 30, 2019 (TAX YEAR 2018) IS AVAILABLE ON THE LAHEY CLINIC HOSPITAL WEBSITE AT: HTTPS://WWW.LAHEY.ORG/LHMC/LAHEY-PROMISE/IN-THE-COMMUNITY/HEALTH-NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-STRATEGIES/ 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, LAHEY CLINIC 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 LAHEY CLINIC 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, LAHEY CLINIC HOSPITAL HAS BEEN STRATEGIC IN IDENTIFYING ITS PRIORITY AREAS 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. GOALS FOR EACH PRIORITY AREA ARE LISTED BELOW.PRIORITY AREA 1: EQUITABLE ACCESS TO CARE - GOAL: PROVIDE EQUITABLE AND COMPREHENSIVE ACCESS TO HIGH-QUALITY HEALTH CARE SERVICES INCLUDING PRIMARY CARE AND SPECIALTY CARE, AS WELL AS URGENT AND EMERGING CARE, PARTICULARLY FOR THOSE WHO FACE CULTURAL, LINGUISTIC, AND ECONOMIC BARRIERS.
PRIORITY AREA 2: SOCIAL DETERMINANTS OF HEALTH - GOAL: ENHANCE THE BUILT, SOCIAL, AND ECONOMIC ENVIRONMENTS WHERE PEOPLE LIVE, WORK, PLAY, AND LEARN IN ORDER TO IMPROVE HEALTH AND QUALITY OF LIFE.PRIORITY AREA 3: MENTAL HEALTH AND SUBSTANCE USE- GOAL: PROMOTE SOCIAL AND EMOTIONAL WELLNESS BY FOSTERING RESILIENT COMMUNITIES AND BUILDING EQUITABLE, ACCESSIBLE, AND SUPPORTIVE SYSTEMS OF CARE TO ADDRESS MENTAL HEALTH AND SUBSTANCE USE. PRIORITY AREA 4: CHRONIC AND COMPLEX CONDITIONS- GOAL: IMPROVE HEALTH OUTCOMES AND REDUCE DISPARITIES FOR INDIVIDUALS AT-RISK FOR OR LIVING WITH CHRONIC AND/ OR COMPLEX CONDITIONS AND CAREGIVERS BY ENHANCING ACCESS TO SCREENING, REFERRAL SERVICES, COORDINATED HEALTH AND SUPPORT SERVICES, MEDICATIONS, AND OTHER RESOURCES. COMMUNITY HEALTH NEEDS ASSESSMENT APPROACH TO ADDRESSING HEALTH NEEDS (SCHEDULE H, PART V, SECTION B, LINE 11)LAHEY CLINIC HOSPITAL RECOGNIZES THAT AUTHENTIC COMMUNITY ENGAGEMENT IS CRITICAL TO ASSESSING COMMUNITY NEEDS, IDENTIFYING HEALTH PRIORITIES AND POPULATIONS OF FOCUS, AND CREATING A ROBUST IMPLEMENTATION STRATEGY. THE HOSPITAL WAS COMMITTED TO ENGAGING THE COMMUNITY THROUGHOUT THIS PROCESS. USING THE COMMUNITY ENGAGEMENT CONTINUUM INCLUDED IN MDPH'S COMMUNITY ENGAGEMENT STANDARDS FOR COMMUNITY HEALTH PLANNING AS A GUIDE, LAHEY CLINIC HOSPITAL EMPLOYED A VARIETY OF APPROACHES TO ENSURE THAT COMMUNITY MEMBERS WERE INFORMED, CONSULTED, AND INVOLVED THROUGHOUT THE ASSESSMENT PROCESS, AND THAT THEY WERE COLLABORATORS IN ENSURING THAT THE IMPLEMENTATION STRATEGY ADDRESSED PRIORITY ISSUES AND VULNERABLE POPULATIONS.LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS PROGRAM IS PREDICATED ON THE NOTION OF PARTNERSHIP AND DIALOGUE WITH ITS MANY COMMUNITIES. LAHEY CLINIC HOSPITAL'S UNDERSTANDING OF THESE COMMUNITIES' NEEDS IS DERIVED FROM DISCUSSIONS WITH AND OBSERVATIONS BY HEALTH CARE AND HEALTH-RELATED WORKERS IN THE NEIGHBORHOODS AS WELL AS MORE FORMAL ASSESSMENTS THROUGH AVAILABLE PUBLIC HEALTH DATA, FOCUS GROUPS, SURVEYS, ETC. THIS DATA WAS THEN AUGMENTED BY DEMOGRAPHIC AND HEALTH STATUS INFORMATION GLEANED FROM A VARIETY OF SOURCES, INCLUDING THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, THE BOSTON PUBLIC HEALTH COMMISSION, FEDERAL RESOURCES SUCH AS THE INSTITUTE OF MEDICINE AND THE CENTERS FOR DISEASE CONTROL AND PREVENTION, AND REVIEW OF LITERATURE RELEVANT TO A PARTICULAR COMMUNITY'S NEEDS.THE ARTICULATION OF EACH SPECIFIC COMMUNITY'S NEEDS (DONE IN PARTNERSHIP BETWEEN LAHEY CLINIC HOSPITAL AND COMMUNITY PARTNERS) IS USED TO INFORM LAHEY CLINIC HOSPITAL'S DECISION-MAKING ABOUT PRIORITIES FOR ITS COMMUNITY BENEFITS EFFORTS. LAHEY CLINIC HOSPITAL WORKS IN CONCERT WITH COMMUNITY RESIDENTS AND LEADERS TO DESIGN SPECIFIC ACTIONS TO BE UNDERTAKEN EACH YEAR.A FULL UPDATE ON LAHEY CLINIC HOSPITAL'S HEALTH PRIORITIES AND ASSOCIATED GOALS IS INCLUDED BELOW.FY22 SCHEDULE H IMPLEMENTATION STRATEGY UPDATEPRIORITY AREA 1: EQUITABLE ACCESS TO CAREINDIVIDUALS IDENTIFIED A NUMBER OF BARRIERS TO ACCESSING AND NAVIGATING THE HEALTH CARE SYSTEM. MANY OF THESE BARRIERS WERE AT THE SYSTEM LEVEL AND STEMMED FROM THE WAY IN WHICH THE SYSTEM DID OR DID NOT FUNCTION. SYSTEM-LEVEL ISSUES INCLUDED PROVIDERS NOT ACCEPTING NEW PATIENTS, LONG WAIT LISTS, AND AN INHERENTLY COMPLICATED HEALTH CARE SYSTEM THAT WAS DIFFICULT FOR MANY TO NAVIGATE. THERE WERE ALSO INDIVIDUAL-LEVEL BARRIERS TO ACCESS AND NAVIGATION. INDIVIDUALS MAY BE UNINSURED OR UNDERINSURED, WHICH MAY LEAD THEM TO FORGO OR DELAY CARE. INDIVIDUALS MAY ALSO EXPERIENCE LANGUAGE OR CULTURAL BARRIERS - RESEARCH SHOWS THAT THESE BARRIERS CONTRIBUTE TO HEALTH DISPARITIES, MISTRUST BETWEEN PROVIDERS AND PATIENTS, INEFFECTIVE COMMUNICATION, AND ISSUES OF PATIENT SAFETY. GOAL: PROVIDE EQUITABLE AND COMPREHENSIVE ACCESS TO HIGH-QUALITY HEALTH CARE SERVICES INCLUDING PRIMARY CARE AND SPECIALTY CARE, AS WELL AS URGENT AND EMERGING CARE, PARTICULARLY FOR THOSE WHO FACE CULTURAL, LINGUISTIC, AND ECONOMIC BARRIERS.TARGET POPULATION: LOW-RESOURCE INDIVIDUALS AND FAMILIES, OLDER ADULTS, YOUTH/ADOLESCENTS, RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE POPULATIONS, AND LGTBQIA+ POPULATIONSSTRATEGIES1. PROVIDE AND PROMOTE CAREER SUPPORT SERVICES AND CAREER MOBILITY PROGRAMS TO HOSPITAL EMPLOYEES AND ENCOURAGE LOCALLY-FOCUSED RECRUITMENT AND RETENTION.2. PROMOTE EQUITABLE CARE, HEALTH LITERACY, AND CULTURAL HUMILITY FOR PATIENTS, ESPECIALLY THOSE WHO FACE CULTURAL AND LINGUISTIC BARRIERS.3. PROMOTE ACCESS TO HEALTH CARE, HEALTH INSURANCE, AND PATIENT FINANCIAL COUNSELORS FOR PATIENTS AND COMMUNITY MEMBERS WHO ARE UNINSURED OR UNDERINSURED.INITIATIVES TO ADDRESS THE PRIORITY- CAREER AND ACADEMIC ADVISING- HOSPITAL-SPONSORED ENGLISH SPEAKERS OF OTHER LANGUAGE (ESOL) CLASSES- DIVERSE TALENT PROMOTION AND ACQUISITION- INTERPRETER SERVICES- LOWELL COMMUNITY HEALTH CENTER KEYS TO HEALTH EQUITY PROJECT: LANGUAGE SUPPORTS- LAHEY CLINIC HOSPITAL DIVERSITY, EQUITY, AND INCLUSION COMMITTEE- PATIENT FINANCIAL COUNSELING- SERVING THE HEALTH INSURANCE NEEDS OF EVERYONE (SHINE) PROGRAM- PRIMARY CARE SUPPORT- PEABODY HIGH SCHOOL STUDENT-BASED HEALTH CENTER- PROVIDE COMMUNITY GRANTS TO SUPPORT NEED- EXPLORE WAYS TO ENHANCE CARE NAVIGATION WITHIN THE COMMUNITYMETRICS AND STATUS UPDATES- IN FY 23 LAHEY CLINIC HOSPITAL SCREENED 17,871 PATIENTS FOR INSURANCE ELIGIBILITY OF WHICH 2,103 WERE APPROVED FOR AN ENTITLEMENT PROGRAM. THE NUMBER OF PATIENTS WITH HEALTH SAFETY NET (HSN) SERVED AT LAHEY CLINIC HOSPITAL WERE 2,749- IN FY 23, LAHEY CLINIC HOSPITAL PROVIDED INTERPRETATION SERVICES TO 101,449 WITH THE FOLLOWING TOP 3 LANGUAGES: SPANISH, PORTUGUESE-BRAZILIAN, CHINESE-MANDARIN- IN FY 23, THE LOWELL COMMUNITY HEALTH CENTER PROVIDED 176,347 SESSIONS OF INTERPRETATIONS (IN-HOUSE INTERPRETERS = 71,779; EXTERNAL LANGUAGE LINE = 104,568) TO 17,000 PATIENTS. - ACROSS BILH THERE WAS A 25% INCREASE IN BLACK, INDIGENOUS PEOPLE OF COLOR (BIPOC) LEADERSHIP (DIRECTORS AND ABOVE) AND CLINICAL (PHYSICIANS AND NURSES) HIRES OVER FY22. - MORE THAN $50 MILLION WAS CONTRACTED TO WOMEN AND MINORITY-OWNED BUSINESS ENTERPRISES (WMBE) IN FY23. THIS IS A 22% INCREASE OVER FY22. - 8 SYSTEM-WIDE DEI TRAININGS WERE CONDUCTED FOR ALL BILH STAFF AND HOSPITALS. - LAHEY CLINIC HOSPITAL IS FORMING A DIVERSITY, EQUITY AND INCLUSION COUNCIL TO GUIDE THE HOSPITAL'S EFFORTS TO NURTURE AND SUSTAIN A DIVERSE, EQUITABLE AND INCLUSIVE ORGANIZATIONAL CULTURE AND TO MAKE MEANINGFUL AND LASTING CHANGE FOR OUR PATIENTS, OUR EMPLOYEES AND OUR COMMUNITIES. - IN FY23, 225 JOB SEEKERS WERE REFERRED TO BILH AND 70 WERE HIRED ACROSS BILH HOSPITALS. - IN FY23, 67 EVENTS AND PRESENTATIONS WERE CONDUCTED WITH COMMUNITY PARTNERS ACROSS THE BILH SERVICE AREA. - IN FY23, BILH TRAINED TOTAL OF 89 COMMUNITY MEMBERS TO PATIENT CARE TECHNICIAN OR NURSING ASSISTANT (30), PHARMACY TECH (16), PERIOPERATIVE LPN (3), MEDICAL ASSISTANT (21), BEHAVIORAL HEALTH ROLES (4) OR INTO THE ASSOCIATE DEGREE NURSING RESIDENCY PROGRAM (15). LAHEY CLINIC HOSPITAL PARTICIPATED IN OFFERING THESE TRAININGS. - IN FY23, 45 EMPLOYEES ACROSS BILH WERE ENROLLED IN ENGLISH AS A SECOND LANGUAGE (ESOL) CLASSES. LAHEY CLINIC HOSPITAL EMPLOYEES PARTICIPATED IN THESE CLASSES. - IN FY23, 20 BILH EMPLOYEES ATTENDED CITIZENSHIP CLASSES, 135 BILH EMPLOYEES ATTENDED CAREER DEVELOPMENT WORKSHOPS AND 189 BILH EMPLOYEES ATTENDED FINANCIAL LITERACY CLASSES. LAHEY CLINIC HOSPITAL EMPLOYEES PARTICIPATED IN THESE OFFERINGS. - IN FY23 MINUTEMAN SENIOR SERVICES REGIONAL SHINE PROGRAM SERVED 639 CONSUMERS. MINUTEMAN SENIOR SERVICES REGIONAL SHINE PROGRAM HOSTED 9 COMMUNITY EDUCATION PRESENTATION TO PEOPLE NEW TO MEDICARE TURNING 65 OR RETIRING AT ARLINGTON ADULT EDUCATION, ARLINGTON HOUSING AUTHORITY, ARLINGTON COUNCIL ON AGING AND BURLINGTON COUNCIL ON AGING. - IN FY23, THE PEABODY STUDENT-BASED HEALTH CENTER HAD THE FOLLOWING IMPACTS: MEDICAL: 748 ONSITE: 747 TELEHEALTH: 1 BEHAVIORAL HEALTH: 1286 TOTAL NUMBER UNDUPLICATED PATIENTS 377 TOTAL NUMBER OF VISITS WHERE CLIENT HAD NO INSURANCE AT TIME OF VISIT AND VISIT WAS NOT PAID OUT OF ANOTHER REVENUE SOURCE: 112 THE TOP 3 DIAGNOSES WERE ANXIETY DISORDER, ADJUSTMENT DISORDER WITH MIXED ANXIETY AND DEPRESSED MOOD, ADJUSTMENT DISORDER. - IN FY 23 LAHEY CLINIC HOSPITAL CONTINUED ITS PARTNERSHIP WITH SAHELI TO PROVIDE SUPPORT FOR THEIR PROGRAMS TO GROW AND STRENGTHEN COMMUNITY-BASED OUTREACH, ENGAGEMENT AND EDUCATION TARGETED TO THE UNIQUE NEEDS OF THE SOUTH ASIAN AND ARAB IMMIGRANT COMMUNITIES THROUGH A COMMUNITY HEALTH WORKER. SAHELI ENGAGED WITH 338 UNDUPLICATED CLIENTS THROUGHOUT THE REGION; 42 OF THOSE CLIENTS WERE SEEKING EMERGENCY SUPPORTS AND FINANCIAL ASSISTANCE. COMMUNITY PARTNERS: SAHELI, LOWELL COMMUNITY HEALTH CENTER, MINUTEMAN SENIOR SERVICES, NORT SHORE COMMUNITY HEALTH, PEABODY HIGH SCHOOL
PRIORITY AREA 2: SOCIAL DETERMINANTS OF HEALTH THE SOCIAL DETERMINANTS OF HEALTH ARE THE CONDITIONS IN THE ENVIRONMENTS WHERE PEOPLE ARE BORN, LIVE, LEARN, WORK, PLAY, WORSHIP, AND AGE THAT AFFECT A WIDE RANGE OF HEALTH, FUNCTIONING, AND QUALITY-OF-LIFE OUTCOMES AND RISKS. THESE CONDITIONS INFLUENCE AND DEFINE QUALITY OF LIFE FOR MANY SEGMENTS OF THE POPULATION IN THE LAHEY CLINIC HOSPITAL CBSA. RESEARCH SHOWS THAT SUSTAINED SUCCESS IN COMMUNITY HEALTH IMPROVEMENT AND ADDRESSING HEALTH DISPARITIES RELIES ON ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH THAT LEAD TO POOR HEALTH OUTCOMES AND DRIVE HEALTH INEQUITIES. THE ASSESSMENT GATHERED A RANGE OF INFORMATION RELATED TO HOUSING, FOOD INSECURITY, ECONOMIC INSECURITY, EDUCATION, AND OTHER IMPORTANT SOCIAL FACTORS. THERE IS LIMITED QUANTITATIVE DATA IN THE AREA OF SOCIAL DETERMINANTS OF HEALTH. DESPITE THIS, INFORMATION GATHERED THROUGH INTERVIEWS, FOCUS GROUPS, LISTENING SESSIONS, AND THE LAHEY CLINIC HOSPITAL COMMUNITY HEALTH SURVEY REINFORCED THAT THESE ISSUES HAVE THE GREATEST IMPACT ON HEALTH STATUS AND ACCESS TO CARE IN THE REGION - ESPECIALLY ISSUES RELATED TO HOUSING, FOOD INSECURITY/NUTRITION, TRANSPORTATION, AND ECONOMIC INSTABILITY.GOAL: ENHANCE THE BUILT, SOCIAL, AND ECONOMIC ENVIRONMENTS WHERE PEOPLE LIVE, WORK, PLAY, AND LEARN IN ORDER TO IMPROVE HEALTH AND QUALITY OF LIFETARGET POPULATION: LOW-RESOURCE INDIVIDUALS AND FAMILIES, OLDER ADULTS, YOUTH/ADOLESCENTS, RACIALLY, ETHNICALLY, AND LINGUISTICALLY DIVERSE POPULATIONS, AND LGTBQIA+ POPULATIONSSTRATEGIES: 1. PROVIDE ADVOCACY OR GRANT FUNDING TO SUPPORT PROGRAMS, POLICIES AND INITIATIVES THAT WORK TO IMPROVE THE HEALTH OF THE COMMUNITY2. ADVOCATE FOR AND SUPPORT POLICIES AND SYSTEMS THAT IMPROVE THE HEALTH THE COMMUNITIES3. COLLABORATE WITH LOCAL COMMUNITY PARTNERS TO SUPPORT PROGRAMS THAT STRENGTHEN THE LOCAL WORKFORCE AND ADDRESS UNDEREMPLOYMENT4. PROMOTE COLLABORATION, SHARE KNOWLEDGE, AND COORDINATE ACTIVITIES WITH INTERNAL COLLEAGUES AND EXTERNAL PARTNERS5. SUPPORT PROGRAMS THAT STABILIZE AND PROMOTE AFFORDABLE HOUSING6. SUPPORT EDUCATION, SYSTEMS, PROGRAMS, AND ENVIRONMENTAL CHANGES TO INCREASE ACCESS TO AFFORDABLE, HEALTHY FOODSINITIATIVES TO ADDRESS THE PRIORITY: - PEABODY COUNCIL ON AGING TRANSPORTATION SUPPORT- PROVIDE GRANTS TO SUPPORT EMERGING COMMUNITY NEEDS- SUPPORT RELEVANT POLICIES WHEN PROPOSED- RADIOLOGY INTERNSHIP PROGRAM- WORK WITH BILH DEI TO EXPAND CONTRACTS WITH DIVERSE SUPPLIERS AND VENDORS- DOMESTIC VIOLENCE INITIATIVE- PROVIDE GRANT FUNDING TO SUPPORT COMMUNITY COLLABORATION- BURLINGTON AFFORDABLE HOUSING COORDINATOR- PROVIDE GRANT FUNDING TO SUPPORT COMMUNITY HOUSING SUPPORTS- MERRIMACK VALLEY FOOD BANK COMMUNITY MARKET PROGRAM- MILL CITY GROWS COMMUNITY GARDENS PROGRAM- COOKING UP GOOD HEALTH PROGRAM- COUNCIL ON AGING FARMERS MARKET PROGRAMMETRICS AND STATUS UPDATES- IN FY 23, LAHEY CLINIC HOSPITAL SUPPORTED THE PEABODY COUNCIL ON AGING'S TRANSPORTATION PROGRAM "PROJECT MOBILITY." PROJECT MOBILITY PROVIDED 32,064 RIDES OF WHICH 5,865 REQUIRED THE USE OF A WHEELCHAIR LIFT, MAKING SERVICES MORE ACCESSIBLE TO ALL. 6,470 RIDES WERE PROVIDED FOR MEDICAL APPOINTMENTS TO 957 UNDUPLICATED INDIVIDUALS. AT THE PRESENT TIME 95% OF CLIENTS ARE AGED 60 YEARS AND OLDER. - IN FY23, LAHEY CLINIC HOSPITAL PROVIDED 2 INTERNSHIPS FOR STUDENTS IN DIAGNOSTIC ULTRASOUND, AND 2 INTERNSHIPS FOR STUDENTS IN VASCULAR ULTRASOUND; 1 GRADUATING INTERN WAS NOT HIRED BY LAHEY CLINIC HOSPITAL. LAHEY CLINIC HOSPITAL NUCLEAR MEDICINE PROVIDED 3, 3-MONTH INTERNSHIPS FOR REGIS COLLEGE NUCLEAR MEDICINE STUDENTS. ONE STUDENT COMPLETED 2 INTERNSHIPS AND THE SECOND STUDENT COMPLETED 1 INTERNSHIP. LAHEY CLINIC HOSPITAL HIRED 1 STUDENT FOR A 20-HOUR POSITION AFTER GRADUATION IN SPRING 2023. LAHEY CLINIC HOSPITAL DIAGNOSTIC RADIOLOGY HAD 5 GRADUATING SECOND YEARS AND HIRED 4. LAHEY CLINIC HOSPITAL DIAGNOSTIC RADIOLOGY HAD 6 FIRST YEARS FROM JAN. 2023 TO MAY 2023, FROM MAY 2023 TO AUGUST 2023, 8 FIRST YEARS, AND FROM SEPT. 2023 TO DEC. 2023, 7 SECOND YEARS AND 6 FIRST YEARS. - LAHEY CLINIC HOSPITAL PARTNERS WITH MILL CITY GROWS (MCG) TO PROVIDE FUNDING FOR IMPROVEMENTS TO ITS COMMUNITY-BASED GARDEN PROGRAM. MCG, A LONGTIME PARTNER OF LAHEY CLINIC HOSPITAL, HAS DESIGNED AND BUILT AND NOW OVERSEES 21 COMMUNITY AND SCHOOL GARDENS IN LOWELL THAT ARE USED BY OVER 6,500 LOWELL RESIDENTS. IN FY23, MCG UNDERTOOK AN EFFORT TO OFFER ACCESSIBLE PLANTING BEDS AND NOW EACH GARDEN HAS AT LEAST 2 FUNCTIONAL WHEELCHAIR ACCESSIBLE BEDS. IF GARDENERS REQUEST TALLER BEDS, MILL CITY GROWS WILL BE ABLE TO MEET THAT REQUEST.- LAHEY CLINIC HOSPITAL PARTNERS WITH THE MERRIMACK VALLEY FOOD BANK (MVFB) TO PROVIDE FUNDING TO SUPPORT ITS COMMUNITY MARKET PROGRAM, WHICH SERVES RESIDENTS OF FOUR LOWELL HOUSING AUTHORITY (LHA) PROPERTIES, OFFERING THEM THE OPPORTUNITY TO SUPPLEMENT THEIR FOOD BY ENJOYING FRESH PRODUCE AT NO COST. IN FY 23, THE MARKETS SERVED 553 CLIENTS, 23% SELF-IDENTIFIED AS ASIAN, 22% AS BLACK, AND 57% AS WHITE- IN FY 23, LAHEY CLINIC HOSPITAL CONTINUED ITS PARTNERSHIP WITH NEW ENTRY SUSTAINABLE FARMING PROJECT TO RUN 20-WEEK FARMERS' MARKETS AT BURLINGTON, ARLINGTON, AND BILLERICA COUNCILS ON AGING. DEPENDING ON LOCATION, THE PROGRAM SERVED 50-80 SENIORS PER WEEK FROM JUNE THROUGH OCTOBER, AND ON AVERAGE, PARTICIPANTS TOOK HOME 6 VARIETIES OF FRESH, LOCAL PRODUCE EACH WEEK. IN FY 23 17,500 POUNDS OF PRODUCE WERE DISTRIBUTED. - LAHEY CLINIC HOSPITAL PARTNERS WITH THE HOUSING CORPORATION OF ARLINGTON TO PROVIDE AN INTEGRATED SET OF SOCIAL SERVICE PROGRAMS THAT PROVIDE AFFORDABLE HOUSING, PREVENT HOMELESSNESS, CONNECT FAMILIES TO VITAL RESOURCES, AND HELP LOW-INCOME PEOPLE DEVELOP AS LEADERS SO THAT THEY MAY ADVOCATE FOR THEMSELVES AND THEIR COMMUNITY. IN FY 23, THERE WERE 119 TOTAL FAMILIES ASSISTED WITH SOCIAL SERVICES - LAHEY CLINIC HOSPITAL COLLABORATES WITH THE TOWN OF BURLINGTON TO PROVIDE AN AFFORDABLE HOUSING COORDINATOR. IN FY 23, THE BURLINGTON AFFORDABLE HOUSING COORDINATOR REPORTED 28 TOTAL ENCOUNTERS AND WAS ABLE TO PROVIDE 10 REFERRALS FOR ADDITIONAL HOUSING SERVICES AND SUPPORTS. ALL ENCOUNTERS WERE RESIDENTS WHO QUALIFIED AS LOW INCOME. COMMUNITY PARTNERS: TOWN OF BURLINGTON, HOUSING CORPORATION OF ARLINGTON, NEW ENTRY SUSTAINABLE FARMING PROJECT, BURLINGTON COUNCIL ON AGING, ARLINGTON COUNCIL ON AGING, BILLERICA COUNCIL ON AGING, MERRIMACK VALLEY FOOD BANK, MILL CITY GROWS, REGIS COLLEGE, PEABODY COUNCIL ON AGINGPRIORITY AREA 3: MENTAL HEALTH AND SUBSTANCE USEANXIETY, CHRONIC STRESS, DEPRESSION, AND SOCIAL ISOLATION WERE LEADING COMMUNITY HEALTH CONCERNS. THERE WERE SPECIFIC CONCERNS ABOUT THE IMPACT OF MENTAL HEALTH ISSUES ON YOUTH AND YOUNG ADULTS, AND SOCIAL ISOLATION AMONG OLDER ADULTS. THESE DIFFICULTIES WERE EXACERBATED BY COVID-19. IN ADDITION TO THE OVERALL BURDEN AND PREVALENCE OF MENTAL HEALTH ISSUES, RESIDENTS IDENTIFIED A NEED FOR MORE PROVIDERS AND TREATMENT OPTIONS, ESPECIALLY INPATIENT AND OUTPATIENT TREATMENT, CHILD PSYCHIATRISTS, PEER SUPPORT GROUPS, AND MENTAL HEALTH SERVICES. THOSE WHO PARTICIPATED IN THE ASSESSMENT ALSO REFLECTED ON THE STIGMA, SHAME, AND ISOLATION THAT THOSE WITH MENTAL HEALTH CHALLENGES FACE THAT LIMIT THEIR ABILITY TO ACCESS CARE AND COPE WITH THEIR ILLNESS. SUBSTANCE USE CONTINUED TO HAVE A MAJOR IMPACT ON THE CBSA; THE OPIOID EPIDEMIC CONTINUED TO BE AN AREA OF FOCUS AND CONCERN, AND THERE WAS RECOGNITION OF THE LINKS AND IMPACTS ON OTHER COMMUNITY HEALTH PRIORITIES INCLUDING MENTAL HEALTH, HOUSING, AND HOMELESSNESS. INTERVIEWEES AND PARTICIPANTS IN FOCUS GROUPS AND LISTENING SESSIONS IDENTIFIED STIGMA AS A BARRIER TO TREATMENT AND REPORTED A NEED FOR PROGRAMS THAT ADDRESS COMMON CO-OCCURRING ISSUES (E.G., MENTAL HEALTH ISSUES, HOMELESSNESS). THOSE PARTICIPATING IN INTERVIEWS, FOCUS GROUPS, AND LISTENING SESSIONS ALSO REFLECTED ON THE TREMENDOUS NEED FOR MORE TREATMENT OPTIONS ACROSS THE SPECTRUM OF CARE, ESPECIALLY IN THE AREAS OF INPATIENT TREATMENT, TRANSITIONAL HOUSING, AND OTHER RECOVERY SUPPORT SERVICES. GOAL: PROMOTE SOCIAL AND EMOTIONAL WELLNESS BY FOSTERING RESILIENT COMMUNITIES AND BUILDING EQUITABLE, ACCESSIBLE, AND SUPPORTIVE SYSTEMS OF CARE TO ADDRESS MENTAL HEALTH AND SUBSTANCE USE.
STRATEGIES: 1. ENHANCE RELATIONSHIPS AND PARTNERSHIPS WITH SCHOOLS, YOUTH-SERVING ORGANIZATIONS, AND OTHER COMMUNITY PARTNERS TO BUILD CAPACITY AND INCREASE RESILIENCY, COPING AND PREVENTION SKILLS2. PROVIDE ACCESS TO HIGH QUALITY AND CULTURALLY AND LINGUISTICALLY APPROPRIATE MENTAL HEALTH AND/OR SUBSTANCE USE SERVICES THROUGH SCREENING, MONITORING, COUNSELING, NAVIGATION AND TREATMENT SERVICES3. IMPROVE SYSTEMS FOR MANAGEMENT AND CONTROL OF SUBSTANCE USE DISORDER THROUGH EDUCATION, REDUCING ACCESS TO SUBSTANCES, AND MULTIDISCIPLINARY EFFORTS4. PARTICIPATE IN MULTI-SECTOR COMMUNITY COALITIONS TO CONVENE COLLABORATORS TO IDENTIFY AND ADVOCATE FOR POLICY, SYSTEMS, AND ENVIRONMENTAL CHANGES TO INCREASE RESILIENCY, REDUCE SUBSTANCE USE, AND PREVENT OPIOID OVERDOSES AND DEATHSINITIATIVES TO ADDRESS THE PRIORITY- PROVIDE COMMUNITY GRANTS OR EDUCATION TO ADDRESS NEED- BILH COLLABORATIVE CARE MODEL- OUTPATIENT BEHAVIORAL HEALTH PROGRAMS- HOSPITAL-BASED ADDICTION SUPPORT- TRAUMA SURVIVORS SUPPORT GROUP- LAHEY CLINIC HOSPITAL MEDICATION DISPOSAL PROGRAM- BURLINGTON POLICE DEPARTMENT SUBSTANCE USE COORDINATOR- BURLINGTON COUNCIL ON AGING OUTREACH WORKERS- BURLINGTON YOUTH AND FAMILY SERVICES PROGRAMS- A HEALTHY LYNNFIELD- MIDDLESEX DA OPIOID TASKFORCE- LOCAL SUBSTANCE USE PREVENTION COALITIONSMETRICS AND STATUS UPDATES- IN FY 23, LAHEY CLINIC HOSPITAL SUPPORTED THE BURLINGTON COUNCIL ON AGING'S SOCIAL WORKER OUTREACH PROGRAM. IN FY 23, THEY REPORTED 3,283 ENCOUNTERS UP FROM 1,962 ENCOUNTERS SERVING 621 UP FROM 504 PEOPLE (INCLUDING FAMILY MEMBERS OR CAREGIVERS) AND PROVIDED 614 REFERRALS TO SUPPORTIVE AGENCIES. - LAHEY CLINIC HOSPITAL PARTNERS WITH THE BURLINGTON POLICE DEPARTMENT TO PROVIDE A SUBSTANCE USE COORDINATOR POSITION. IN FY 23, 81 INDIVIDUALS WERE CONTACTED AND 28 ACCEPTED RECOVERY SERVICES.- IN FY 23 LAHEY CLINIC HOSPITAL PARTNERED WITH BURLINGTON YOUTH & FAMILY SERVICES TO PROVIDE COMPREHENSIVE SUPPORTIVE MENTAL HEALTH SERVICES TO YOUTH AND FAMILIES IN BURLINGTON. 4,286 INDIVIDUALS WERE SERVED AND 285 REFERRALS MADE FOR SUPPORTIVE SERVICES.- LAHEY CLINIC HOSPITAL PARTNERS WITH BURLINGTON HIGH SCHOOL TO PROVIDE AN ONSITE ADJUSTMENT COUNSELOR TO PROVIDE PREVENTATIVE AND SUPPORTIVE SERVICES FOR STUDENTS IDENTIFIED TO BE AT HIGH-RISK FOR MENTAL HEALTH DISORDER. IN FY 23, 81 INDIVIDUALS WERE SERVED. - IN FY 23, LAHEY CLINIC HOSPITAL PARTNERED WITH THE CENTER FOR HOPE AND HEALING TO SERVE 98 DOMESTIC VIOLENCE SURVIVORS IN THE COMMUNITY THROUGH OVER 48 SESSIONS OF VARIOUS SUPPORT GROUPS.- LAHEY CLINIC HOSPITAL PARTNERS WITH A HEALTHY LYNNFIELD TO PARTICIPATE ON THEIR SUBSTANCE USE PREVENTION TASKFORCE- LAHEY CLINIC HOSPITAL PARTNERS WITH PLACE OF PROMISE TO PROVIDE SUPPORT FOR THEIR ADULT LONG-TERM RESIDENTIAL ADDICTION RECOVERY PROGRAM. IN FY 23, 38 INDIVIDUALS WERE SERVED. 32 OBTAINED MEDICAL INSURANCE AND 82% HAD A CARE PLAN ESTABLISHED WITH A PRIMARY CARE PHYSICIAN. 32 ALSO OBTAINED THE NECESSARY PAPERWORK FOR EMPLOYMENT.- IN FY 23, 6 PRACTICES IN THE LAHEY CLINIC HOSPITAL SERVICE AREA SERVED 3179 INDIVIDUALS THROUGH THE COLLABORATIVE CARE MODEL- A MULTIDISCIPLINARY TEAM, COMPRISED OF QUALIFIED BEHAVIORAL HEALTH PROVIDERS, PSYCHIATRY, FAMILY PARTNERS, AND PEER SPECIALISTS, IS EMPLOYED TO PROVIDE BEHAVIORAL HEALTH CRISIS CONSULTATIONS IN THE EMERGENCY DEPARTMENT OR MEDICAL FLOORS OF THE HOSPITAL. THE TEAM SERVED 140 PATIENTS AT LAHEY PEABODY IN FY23.- IN FY 23, 95 TELEPSYCHIATRY SERVICES WERE PROVIDED THROUGH BILH BEHAVIORAL SERVICES WITHIN THE LAHEY CLINIC HOSPITAL COMMUNITY BENEFITS SERVICE AREA TO ENHANCE OUTPATIENT BEHAVIORAL HEALTHCARE- IN FY 23 LAHEY CLINIC HOSPITAL PROVIDED 11 SESSIONS OF A SUPPORT GROUP FOR SURVIVORS OF TRAUMA. ON AVERAGE THERE WERE 3-4 PARTICIPANTS PER SESSION. THE TOTAL NUMBER OF PARTICIPANTS FOR THE YEAR WAS 31. LAHEY CLINIC HOSPITAL ALSO SENT OUT 20 INFORMATION PACKETS PER MONTH TO OUR TRAUMA SURVIVORS. - LAHEY CLINIC HOSPITAL PROVIDES SUPPORT TO BURLINGTON HIGH SCHOOL FOR THEIR "WELLNESS DAYS." IN FY 23, 870 STUDENTS FROM BURLINGTON HIGH SCHOOL PARTICIPATED WITH AN ADDITIONAL 80 STAFF OF BURLINGTON PUBLIC SCHOOLS WHO ALSO PARTICIPATED. 45 VENDORS PARTICIPATED AND OFFERED WORKSHOPS FOCUSING ON STRESS REDUCTION, MENTAL HEALTH, AND SHARING AVAILABLE COMMUNITY RESOURCES. COMMUNITY PARTNERS: BURLINGTON HIGH SCHOOL, BURLINGTON COUNCIL ON AGING, BURLINGTON POLICE DEPARTMENT, CENTER FOR HOPE AND HEALING, PLACE OF PROMISE, A HEALTHY LYNNFIELDPRIORITY AREA 4: CHRONIC AND COMPLEX CONDITIONSCHRONIC CONDITIONS SUCH AS CANCER, DIABETES, CHRONIC LOWER RESPIRATORY DISEASE, STROKE, AND CARDIOVASCULAR DISEASE CONTRIBUTE TO 56% OF ALL MORTALITY IN MASSACHUSETTS AND OVER 53% OF ALL HEALTH CARE EXPENDITURES ($30.9 BILLION A YEAR). PERHAPS MOST SIGNIFICANTLY, CHRONIC DISEASES ARE LARGELY PREVENTABLE DESPITE THEIR HIGH PREVALENCE AND DRAMATIC IMPACT ON INDIVIDUALS AND SOCIETY.STRATEGIES 1. ADDRESS BARRIERS TO TIMELY CANCER SCREENING AND FOLLOW-UP CANCER CARE THROUGH NAVIGATION2. PROVIDE PREVENTATIVE HEALTH INFORMATION, SERVICES, AND SUPPORT FOR THOSE AT-RISK FOR COMPLEX AND/OR CHRONIC CONDITIONS AND SUPPORT EVIDENCE-BASED CHRONIC DISEASE TREATMENT AND SELF-MANAGEMENT PROGRAMSINITIATIVES TO ADDRESS THE PRIORITY- CANCER SCREENING AND PREVENTION PROGRAMS- ONCOLOGY NURSE NAVIGATOR AND SUPPORTIVE SERVICES FOR CANCER PATIENTS- BURLINGTON DIABETES CARE PROGRAM- BONE HEALTH PROGRAM- TAI JI QUAN: MOVING FOR BETTER BALANCE- A MATTER OF BALANCE- MEMORY CAF PROGRAM- ENHANCE FITNESS PROGRAM- PROVIDE SUPPORT FOR COMMUNITY-BASED EXERCISE CLASSESMETRICS AND STATUS UPDATES- LAHEY CLINIC HOSPITAL PARTNERS WITH THE TOWN OF BURLINGTON TO SUPPORT THE BURLINGTON DIABETES CARE PROGRAM. IN FY 23, THE PROGRAM SERVED 34 OUT OF 92 ELIGIBLE INDIVIDUALS. 42% OF PROGRAM PARTICIPANTS HAD A REDUCTION IN A1C AND 38% OF PROGRAM PARTICIPANTS MAINTAINED A HEALTHY A1C OF 6.5 OR BELOW - IN FY 23 LAHEY CLINIC HOSPITAL HOSTED 12 SESSIONS OF COOKING UP GOOD HEALTH WITH 71 TOTAL ATTENDEES. - LAHEY CLINIC HOSPITAL PARTNERS WITH THE BURLINGTON COUNCIL ON AGING TO PROVIDE A MONTHLY MEMORY CAF. IN FY 23, 60 INDIVIDUALS WERE SERVED BY THIS PROGRAM, WITH AN AGE RANGE OF 45-65+- IN FY23, LAHEY CLINIC HOSPITAL PROVIDED FUNDING TO THE BURLINGTON COUNCIL ON AGING FOR A SENIOR STRETCH PROGRAM FOR A 52 WEEK EXERCISE PROGRAM. OVERALL, THE CLASSES SERVED 359 OLDER ADULTS IN BURLINGTON- LAHEY CLINIC HOSPITAL PARTNERS WITH THE METRO NORTH YMCA AND GREATER BOSTON YMCA TO PROVIDE ENHANCE FITNESS CLASSES. ENHANCE FITNESS IS AN EVIDENCE-BASED HEALTH INTERVENTION OFFSETTING THE EFFECTS OF AGING AND CHRONIC ILLNESS AS WELL AS MINIMIZING FALL RISK. IN FY 23 THIS PROGRAM SERVED 92 INDIVIDUALS ACROSS BOTH SITES AND GRADUATED 100% OF PARTICIPANTS AT THE GREATER BOSTON YMCA SITE. - IN FY 23, LAHEY CLINIC HOSPITAL PROVIDED 48 CLASSES OF TAI JI QUAN: MOVING FOR BETTER BALANCE. IT IS AN EVIDENCED-BASED FALL PREVENTION PROGRAM DESIGNED TO HELP AND IMPROVE BALANCE AS WELL AS CORE STRENGTH. 17 PARTICIPANTS STARTED THE PROGRAM IN OCTOBER 2022; 16 COMPLETED THE PROGRAM (ATTENDED AT LEAST 75% OF THE SESSIONS)- LAHEY CLINIC HOSPITAL PROVIDED 6 CLASSES OF THE BONE HEALTH AND OSTEOPOROSIS PROGRAM WITH A TOTAL OF 40 PARTICIPANTS IN FY23.- LAHEY CLINIC HOSPITAL CONDUCTED 2 SESSIONS OF A MATTER OF BALANCE THAT SERVED INDIVIDUALSIN FY 23 ONCOLOGY NAVIGATORS ASSISTED 10-15 PATIENTS PER DAY AND PROVIDED REFERRAL AND SUPPORTIVE SERVICES. - IN FY 23, LAHEY CLINIC HOSPITAL COMPLETED 21,029 BREAST CANCER RISK ASSESSMENTS FOR 20,553 UNIQUE INDIVIDUALS. 13% OF PATIENTS SCREENED WERE IDENTIFIED AS HAVING A HIGH LIFETIME RISK OF BREAST CANCER AND 27% WERE IDENTIFIED AS HAVING A HIGH-RISK MUTATION. COMMUNITY PARTNERS: GREATER BOSTON YMCA, METRO NORTH YMCA, BURLINGTON COUNCIL ON AGING, TOWN OF BURLINGTONCOMMUNITY PARTNERSLAHEY CLINIC 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.
THE HOSPITAL'S COMMUNITY PARTNERS INCLUDE: - A HEALTHY LYNNFIELD COALITION - ARLINGTON COUNCIL ON AGING- BILLERICA COUNCIL ON AGING - BURLINGTON COUNCIL ON AGING- BURLINGTON POLICE DEPARTMENT- BURLINGTON RECREATION DEPARTMENT - BURLINGTON SCHOOL DEPARTMENT - CENTER FOR HOPE AND HEALING- CITY OF PEABODY - GREATER BOSTON YMCA- HOUSING CORPORATION OF ARLINGTON - LOWELL COMMUNITY HEALTH CENTER- MERRIMACK VALLEY FOOD BANK - METRO NORTH YMCA - MILL CITY GROWS - MINUTEMAN SENIOR SERVICES - NEW ENTRY SUSTAINABLE FARMING PROJECT - NORTH SHORE COMMUNITY HEALTH - NORTH SUBURBAN YMCA - PEABODY COUNCIL ON AGING- PEABODY MEMORIAL VETERANS HIGH SCHOOL- PLACE OF PROMISE- SAHELI AS DESCRIBED IN DETAIL IN THIS SUPPORTING NARRATIVE TO THE FORM 990 SCHEDULE H, LAHEY CLINIC HOSPITAL IS DEEPLY DEDICATED TO ITS COMMUNITY BENEFITS OPERATIONS AND TO IMPROVING THE HEALTH OF ITS COMMUNITY. HOWEVER, IN RESPONSE TO SCHEDULE H, PART V, SECTION B, QUESTION 11, THERE WERE SOME NEEDS IDENTIFIED IN THE CHNA THAT ARE NOT INCLUDED IN THE IS. IN THE FY 2023 - 2025 IS, WHICH WILL GUIDE THE LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS ACTIVITIES FOR THE FISCAL PERIODS SEPTEMBER 30, 2023, SEPTEMBER 30, 2024 AND SEPTEMBER 30, 2025, EXAMPLES OF IDENTIFIED NEEDS THAT WILL NOT BE MET IN THESE YEARS ARE SUPPORTING EDUCATION ACROSS THE LIFESPAN AND STRENGTHENING THE BUILT ENVIRONMENT (I.E., IMPROVING ROADS/SIDEWALKS AND ENHANCING ACCESS TO SAFE RECREATIONAL SPACES/ACTIVITIES). IN ADDITION, THERE WERE SOME NEEDS IDENTIFIED IN THE 2019 CHNA THAT ARE NOT INCLUDED IN THE 2019 IS AND WHICH HAVE GUIDED THE LAHEY CLINIC HOSPITAL'S COMMUNITY BENEFITS ACTIVITIES THE PERIOD FOR THE FISCAL PERIOD COVERED BY THIS FILING. LAHEY CLINIC HOSPITAL WILL BE UNABLE TO ADDRESS THESE NEEDS DUE TO LIMITED FINANCIAL RESOURCES, LACK OF IMPACT BY LAHEY CLINIC HOSPITAL LONG-TERM, CLINICAL EXPERTISE OF THE ORGANIZATION, LIMITED BURDEN ON SERVICE AREA RESIDENTS, AND OTHER COMMUNITY PARTNERS EFFORTS THAT ARE ALREADY ADDRESSING THESE ISSUES. HOWEVER, LAHEY CLINIC HOSPITAL REMAINS OPEN AND WILLING TO WORK WITH BILH HOSPITALS AND OTHER PARTNERS TO ADDRESS THESE ISSUES.AS NOTED IN DETAIL ABOVE, THE LAHEY CLINIC HOSPITAL'S PRIMARY TOOL FOR ASSESSING THE HEALTH CARE NEEDS OF THE COMMUNITIES SERVED IS THROUGH THE CHNA AND IS (SCHEDULE H PART VI QUESTION 2).FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATIONTHE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW LAHEY CLINIC HOSPITAL CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS DEMONSTRATED IN THIS SCHEDULE H, 14.15% OF LAHEY CLINIC 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 REPORTAS PREVIOUSLY NOTED IN THIS FILING, LAHEY CLINIC 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 MASSACHUSETTS ATTORNEY GENERAL (SCHEDULE H, PART VI, LINE 7). THAT FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE, ON THE ATTORNEY GENERAL'S WEBSITE AND ON THE HOSPITAL WEBSITE AT HTTPS://WWW.LAHEY.ORG/ABOUT/COMMUNITY-BENEFITS-NEEDS.THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT LAHEY CLINIC HOSPITAL FILED WITH THE ATTORNEY GENERAL'S OFFICE. EMERGENCY CARE ACCESSIN ADDITION, AS NOTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, LAHEY CLINIC HOSPITAL IS A GENERAL MEDICAL AND SURGICAL HOSPITAL, RESEARCH HOSPITAL AND TEACHING 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 ASSISTANCELAHEY CLINIC HOSPITAL'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $ 7,177,898 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, LAHEY CLINIC HOSPITAL IS ONE OF TEN 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. AS REPORTED IN SCHEDULE H PART I LINE 3 AND AGAIN IN SCHEDULE H PART V SECTION B LINE 13, FOR THE PERIOD COVERED BY THIS FILING, ELIGIBILITY FOR FREE CARE TO LOW-INCOME INDIVIDUALS IS DETERMINED USING FEDERAL POVERTY GUIDELINES OF 400% FOR FULL FREE CARE AND 400% FOR PARTIAL FREE CARE. ELIGIBILITY FOR DISCOUNTED CARE IS DETERMINED BY REVIEWING THE INDIVIDUAL'S EMPLOYMENT STATUS, FAMILY SIZE AND MONTHLY EXPENSES, INCLUDING MEDICAL HARDSHIP REVIEW.OTHER UNCOMPENSATED CHARITY CARE MEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, LAHEY CLINIC 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. 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, LAHEY CLINIC HOSPITAL GENERATED $ 22,349,043 RELATED TO TREATING MEDICAID PATIENTS WHICH WAS LESS THAN THE COST OF CARE PROVIDED BY LAHEY CLINIC HOSPITAL FOR SUCH SERVICES BY $5,426,731 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 10.40%OR 126,823 OF LAHEY CLINIC HOSPITAL'S PATIENT ENCOUNTERS WERE WITH MEDICAID PATIENTS. IN ADDITION. 52.90%OR 645,092 OF THE HOSPITAL'S PATIENT CASES WERE WITH MEDICARE PATIENTS. MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS, AND LAHEY CLINIC HOSPITAL PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, LAHEY CLINIC HOSPITAL GENERATED $342,291,889 RELATED TO TREATING MEDICARE PATIENTS. THE COSTS OF PROVIDING CARE TO MEDICARE PATIENTS EXCEEDED REVENUE BY $11,187,828. OF THESE AMOUNTS, REVENUE OF $73,204,291 IS RELATED TO THE PROVISION OF PATIENT CARE IN THE AREAS OF NEUROSCIENCES, INCLUDING DEMENTIA, PULMONARY MEDICINE, NEPHROLOGY, GENERAL MEDICINE, ENDOCRINE, OBSTETRICS AND GYNECOLOGY AND BEHAVIORAL AND IS INCLUDED ON THIS SCHEDULE H, PART I, LINE 7G, AS PART OF SUBSIDIZED HEALTH SERVICES BECAUSE THE COST OF THOSE SERVICES EXCEEDED REVENUES BY $17,804,802. IN RESPONSE TO THE FORM 990, SCHEDULE H, PART III, LINE 8, ALTHOUGH LAHEY CLINIC HOSPITAL CONSIDERS THE PROVISION OF CLINICAL CARE TO ALL MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, THE REMAINING CARE TO MEDICARE PATIENTS IS NOT QUANTIFIED ON PAGE 1 OF THE SCHEDULE H. INSTEAD, PER THE IRS INSTRUCTIONS TO SCHEDULE H, LAHEY CLINIC HOSPITAL HAS SEPARATELY REPORTED THIS AMOUNT IN SCHEDULE H, PART III, LINE 7, AS REQUIRED. BAD DEBTSIN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, LAHEY CLINIC HOSPITAL ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. COSTS FOR THOSE SERVICES DURING THE FISCAL PERIOD COVERED BY THIS FILING OF $ 6,682,828 ARE REPORTED AS BAD DEBT ON FORM 990, SCHEDULE H, PART III, LINE 2.
AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, LOSSES RELATED TO BAD DEBTS HAVE NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H PART I LINE 7. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F WERE BASED ON EACH ITEM OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (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 (LAHEY CLINIC HOSPITAL), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NORTHEAST), ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL LAHEY HEALTH PHARMACY, 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 SOLEMEMBER 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. FINANCIAL STATEMENT FOOTNOTESPATIENT ACCOUNTS RECEIVABLE AND RELATED ALLOWANCE FOR DOUBTFUL ACCOUNTSREVENUES UNDER THE TRADITIONAL FEE FOR SERVICE MEDICARE AND MEDICAID PROGRAMS ARE BASED PRIMARILY ON PROSPECTIVE PAYMENT SYSTEMS. RETROSPECTIVELY DETERMINED COST-BASED REVENUES UNDER THESE PROGRAMS, WHICH WERE MORE PREVALENT IN EARLIER PERIODS, AND CERTAIN OTHER PAYMENTS, SUCH AS DISPROPORTIONATE SHARE HOSPITAL AND BAD DEBT EXPENSE REIMBURSEMENT, WHICH ARE BASED ON OUR HOSPITALS' COST REPORTS, ARE ESTIMATED USING HISTORICAL TRENDS AND CURRENT FACTORS. COST REPORT SETTLEMENTS UNDER THESE PROGRAMS ARE SUBJECT TO AUDIT BY MEDICARE AND MEDICAID AUDITORS AND ADMINISTRATIVE AND JUDICIAL REVIEW, AND IT CAN TAKE SEVERAL YEARS UNTIL FINAL SETTLEMENT OF SUCH MATTERS IS DETERMINED AND COMPLETELY RESOLVED. THE SYSTEM RECORDS ACCRUALS TO REFLECT THE EXPECTED FINAL SETTLEMENTS ON COST REPORTS. FOR FILED COST REPORTS, THE ACCRUAL IS RECORDED BASED ON THOSE COST REPORTS AND SUBSEQUENT ACTIVITY. THE ACCRUAL FOR PERIODS FOR WHICH A COST REPORT IS YET TO BE FILED IS RECORDED BASED ON ESTIMATES OF WHAT THE SYSTEM EXPECTS TO REPORT ON THE FILED COST REPORTS. AFTER THE COST REPORT IS FILED, THE ACCRUAL MAY NEED TO BE ADJUSTED.EMERGENCY CARE ACCESSLAHEY CLINIC HOSPITAL R IS A TERTIARY CARE LICENSED ACADEMIC MEDICAL CENTER, PROVIDING MEDICAL AND SURGICAL CARE, TEACHING AND RESEARCH AND AS NOTED ELSEWHERE IN THIS RETURN, PROVIDES 24 HOUR EMERGENCY MEDICAL CARE TO ALL PATIENTS WITHOUT REGARD TO ABILITY TO PAY. THE ED'S MISSION, ALIGNED WITH THE HOSPITAL'S MISSION, IS TO DISTINGUISH ITSELF FROM OTHER PROVIDERS THROUGH EXCELLENCE IN PATIENT CARE, EDUCATION, RESEARCH AND THROUGH IMPROVED HEALTH IN THE COMMUNITIES SERVED. THE HOSPITAL'S DEPARTMENT OF EMERGENCY MEDICINE, PROVIDES MEDICALLY NECESSARY CARE FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR (SCHEDULE H, PART V, SECTION A AND SECTION B QUESTION 21).THE LAHEY CLINIC 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 LAHEY CLINIC 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 LAHEY CLINIC HOSPITAL AS WELL AS PROVIDERS WHO FOLLOW LAHEY CLINIC HOSPITAL'S FINANCIAL ASSISTANCE POLICY. A LIST OF ALL PROVIDERS WHO PROVIDE CARE WITHIN LAHEY CLINIC HOSPITAL AS WELL AS INFORMATION INDICATING IF THE LISTED PROVIDERS FOLLOW LAHEY CLINIC HOSPITAL'S FINANCIAL ASSISTANCE POLICY IS INCLUDED IN APPENDIX 5 TO THE FINANCIAL ASSISTANCE POLICY. LAHEY CLINIC 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 POLICYAS 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). DETAIL RELATED TO EMERGENCY AND OTHER MEDICALLY NECESSARY CARE COVERED BY THE POLICY IS INCLUDED WITHIN THE POLICY AND THE DEFINITION OF EMERGENCY CARE MEETS THE DEFINITION OF THE EMERGENCY MEDICAL TREATMENT AND LABOR ACT (EMTALA), SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). (SCHEDULE H PART V SECTION B QUESTION 21). THE FAP INCLUDES A LIST OF PROVIDERS OTHER THAN THE HOSPITAL ITSELF, WHICH ARE COVERED BY THE FAP AND SPECIFIES ELIGIBILITY CRITERIA FOR BOTH FREE AND DISCOUNTED CARE. THE FAP ALSO INCLUDES THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS. THE 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, 2020FINANCIAL 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/GUARANTOR'S QUALIFICATION FOR FINANCIAL ASSISTANCE IS ESTABLISHED WITHOUT COMPLETING THE APPLICATION FORM. OTHER INFORMATION MAY BE USED BY THE HOSPITAL TO DETERMINE WHETHER A PATIENT/GUARANTOR'S ACCOUNT IS UNCOLLECTIBLE, AND THIS INFORMATION 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 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 MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE HEALTH CONNECTOR, THE CHILDREN'S MEDICAL SECURITY PROGRAM, THE HEALTH SAFETY NET, AND MEDICAL HARDSHIP). SUCH PROGRAMS ARE INTENDED TO ASSIST LOW-INCOME PATIENTS TAKING INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF 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.THE HOSPITAL IS AVAILABLE TO ASSIST PATIENTS IN ENROLLING INTO STATE HEALTH COVERAGE PROGRAMS. THESE INCLUDE MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE STATE'S HEALTH CONNECTOR, AND THE CHILDREN'S MEDICAL SECURITY PLAN. FOR THESE PROGRAMS, APPLICANTS CAN SUBMIT AN APPLICATION THROUGH AN ONLINE WEBSITE (WHICH IS CENTRALLY LOCATED ON THE STATE'S HEALTH CONNECTOR WEBSITE), A PAPER APPLICATION, OR OVER THE PHONE WITH A CUSTOMER SERVICE REPRESENTATIVE LOCATED AT EITHER MASSHEALTH OR THE CONNECTOR. INDIVIDUALS MAY ALSO ASK FOR ASSISTANCE FROM HOSPITAL FINANCIAL COUNSELORS (ALSO CALLED CERTIFIED APPLICATION COUNSELORS) WITH SUBMITTING THE APPLICATION EITHER ON THE WEBSITE OR THROUGH A PAPER APPLICATION.FINANCIAL ASSISTANCE 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 1000 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: ENGLISH, ARABIC, ARMENIAN, FRENCH, GREEK, GUJARATI, HAITIAN CREOLE, HINDI, ITALIAN, KHMER, KOREAN, PORTUGUESE, PUNJABI, RUSSIAN, SIMPLIFIED CHINESE, SPANISH, TRADITIONAL CHINESE, AND VIETNAMESE (SCHEDULE H PART V SECTION B QUESTION 16I)FINANCIAL ASSISTANCE POLICY WIDELY PUBLICIZING AND AVAILABILITYCOPIES OF THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN BOTH ENGLISH AND ALL LEP LANGUAGES AT THE HOSPITAL, BY MAIL FREE OF CHARGE AND/OR ON THE HOSPITAL'S WEBSITE: (SCHEDULE H PART V SECTION B QUESTIONS 16A, 16B, 16C, 16D, 16E, 16H) AT: HTTPS://WWW.LAHEY.ORG/LHMC/YOUR-VISIT/INSURANCE-BILLING-RECORDS/FINANCIAL-COUNSELING-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 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 SUMMARYAS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION, INCLUDING THE WEBSITE ADDRESS, 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 DOCUMENTSTHE LINK TO THE LAHEY CLINIC 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, ARMENIAN, CHINESE, FRENCH, GREEK, HAITIAN CREOLE, PORTUGUESE, RUSSIAN, AND SPANISH, CAN BE FOUND ON THE LAHEY CLINIC HOSPITAL WEBSITE AT: HTTPS://WWW.LAHEY.ORG/LHMC/YOUR-VISIT/INSURANCE-BILLING-RECORDS/FINANCIAL-COUNSELING-ASSISTANCE/ LIMITATION ON CHARGES INTERNAL REVENUE CODE SECTION 501(R)(5)LIMITATION ON CHARGESAS REQUIRED BY IRC SECTION 501(R)(5) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL LIMITS THE AMOUNTS CHARGED FOR ANY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IT PROVIDES TO A FINANCIAL ASSISTANCE-ELIGIBLE PATIENT, TO NOT MORE THAN AMOUNTS GENERALLY BILLED (AGB) AND LIMITS THE AMOUNTS CHARGED TO ANY FINANCIAL ASSISTANCE ELIGIBLE PATIENT FOR ALL OTHER MEDICAL CARE TO LESS THAN GROSS CHARGES. AMOUNTS GENERALLY BILLED LOOK BACK METHODTHE HOSPITAL CALCULATES ITS AGB, USING THE LOOK BACK METHOD, DIVIDING THE TOTAL PAYMENTS RECEIVED FROM ALL COMMERCIAL PLANS AND MEDICARE BY THE TOTAL CHARGES SENT TO THOSE SAME PAYERS FOR THE PREVIOUS FISCAL YEAR. CALCULATED AGB IS INCLUDED IN THE HOSPITAL'S FAP AS REQUIRED UNDER THE REGULATIONS DETAILING THE REQUIREMENTS UNDER IRC SECTION 501(R)(5). (SCHEDULE H PART V SECTION B QUESTION 22). PATIENT REFUNDS FOR CHARGES IN EXCESS OF AMOUNTS GENERALLY BILLEDTHE HOSPITAL REGULARLY MONITORS THE FINANCIAL ACCOUNTS OF 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 THAN 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 ACTIVITIESTHE HOSPITAL DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITIES (ECAS) FOR FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. SPECIFICALLY, THE HOSPITAL DOES NOT REPORT TO CREDIT AGENCIES, ENGAGE IN LEGAL OR JUDICIAL PROCESSES OR SELL A PATIENT'S OUTSTANDING AMOUNTS OWED FOR PATIENT CARE. IN ADDITION, THIS EXTENDS TO ANY THIRD PARTY CONTRACTED WITH THE HOSPITAL RELATED TO BILLING AND COLLECTIONS. (SCHEDULE H PART V SECTION B QUESTIONS 18 AND 19).APPLICATION PERIOD PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME UP TO TWO HUNDRED FORTY (240) DAYS AFTER THE FIRST POST-DISCHARGE BILLING STATEMENT IS AVAILABLE.
FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS RESEARCH AS NOTED IN THIS FILING, THE LAHEY CLINIC INC. (LCI) IS A SISTER ENTITY TO THE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). EACH IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND EACH IS INTEGRALLY RELATED TO ACCOMPLISHING THEIR COMBINED MISSIONS OF PATIENT CARE, EDUCATION AND RESEARCH. ALTHOUGH THE EXPENSES ASSOCIATED WITH RESEARCH ARE NOT INCLUDED IN COSTS REPORTED IN THIS FORM 990 SCHEDULE H PART I LINE 7H BECAUSE THEY ARE ACCOUNTED FOR AS COSTS OF LAHEY CLINIC INC., THESE ACTIVITIES ARE IMPORTANT TO THE COMBINED MISSIONS OF BOTH ENTITIES AND TO THE COMMUNITIES SERVED BY THE HOSPITAL, AND AS SUCH, DETAIL SUPPORTING THESE ACCOMPLISHMENTS ARE INCLUDED IN THE NARRATIVE SUPPORT TO THIS FILING. SINCE LAHEY CLINIC'S INCEPTION, ITS CLINICIANS HAVE ENGAGED IN FURTHERING RESEARCH IN ORDER TO ADVANCE THE PRACTICE OF MEDICINE, NOT ONLY FOR LAHEY PATIENTS BUT FOR ALL PATIENTS. ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS IS A LONGSTANDING, CORE COMPONENT OF THE LAHEY CLINIC MISSION. WHETHER WORKING IN THE LABORATORY SETTING OR PARTICIPATING IN CLINICAL TRIALS TO TREAT PATIENTS AND ADVANCE CLINICAL MEDICINE, THEY ARE HELPING TO SHAPE THE NEW TREATMENTS THAT IMPROVE QUALITY CARE FOR PATIENTS, BOTH SAFELY AND EFFECTIVELY.THE MAJORITY OF THE RESEARCH CONDUCTED AT LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) CONSISTS OF CLINICAL TRIALS THAT HAVE A DIRECT IMPACT ON THE LIVES OF LAHEY CLINIC AND LHMC PATIENTS. DURING THE FISCAL PERIOD COVERED BY THIS FILING, LHMC WAS ENGAGED IN APPROXIMATELY 280 ACTIVE FEDERAL, CORPORATE, NON-PROFIT, AND INTERNALLY SPONSORED PROJECTS, AND MORE THAN 470 ACTIVE EXEMPT, EXPEDITED, AND FULL BOARD-REVIEWED CLINICAL STUDIES. DURING THE SAME TIME, LHMC HAD OVER 140 PRINCIPAL INVESTIGATORS, MANY WHO ARE TUFTS UNIVERSITY SCHOOL OF MEDICINE FACULTY OR UNIVERSITY OF MASSACHUSETTS CHAN SCHOOL FACULTY, AND NEARLY THE SAME NUMBER OF CO-INVESTIGATORS DEMONSTRATING A ROBUST CULTURE OF RESEARCH ENGAGEMENT AMONG PHYSICIANS AND CLINICAL DISCIPLINES. THIS BROAD ENGAGEMENT RESULTED IN OVER 1,900 PATIENTS RECEIVING MEDICAL CARE AS PART OF CLINICAL TRIALS. THE KEY AREAS OF RESEARCH INCLUDE THERAPEUTIC INVESTIGATIONAL DRUG AND MEDICAL DEVICE CLINICAL TRIALS, COMPARATIVE EFFECTIVENESS RESEARCH, AND TRANSLATIONAL RESEARCH ALL OF WHICH SERVE THE GOAL OF TREATING PATIENTS AND PROVIDING THE CUTTING EDGE CARE OF TOMORROW. AS NOTED IN THIS FILING, LHMC IS A TEACHING HOSPITAL, AND IS COMMITTED TO MAINTAINING A COLLABORATIVE CULTURE WITH TUFTS AS WELL AS OTHER NATIONALLY RECOGNIZED AND WORLD-RENOWNED BOSTON TEACHING HOSPITALS. LHMC ALSO PARTICIPATES IN THE TUFTS CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (TUFTS CTSI), WHICH PROMOTES COLLABORATIVE, CROSS-DISCIPLINARY, FULL-SPECTRUM TRANSLATIONAL RESEARCH AMONG ITS MULTIPLE HOSPITALS AND HEALTH PLANS, INDUSTRY LEADERS, COMMUNITY ORGANIZATIONS, AND OTHER PARTICIPANTS WHO PLACE A UNIQUE EMPHASIS ON ENGAGING THEIR LOCAL COMMUNITIES IN BIOMEDICAL RESEARCH. THE COLLABORATIVE NATURE OF THE RESEARCH CONDUCTED AT LHMC RESULTED IN THEIR PUBLISHING OVER 290 PEER-REVIEWED JOURNAL ARTICLES DURING THE PERIOD COVERED BY THIS FILING. LHMC ENGAGES IN RESEARCH IN NEARLY ALL DISCIPLINES:- ALLERGY AND IMMUNOLOGY- ANESTHESIOLOGY- CARDIOVASCULAR AND THORACIC SURGERY- CARDIOVASCULAR MEDICINE- CELL AND MOLECULAR BIOLOGY RESEARCH LABORATORY- COLON AND RECTAL SURGERY- DERMATOLOGY- DIAGNOSTIC RADIOLOGY- FOOD & NUTRITION SERVICES- GASTROENTEROLOGY- GENERAL INTERNAL MEDICINE- GENERAL SURGERY- GYNECOLOGY- HEMATOLOGY AND ONCOLOGY- HOSPITAL MEDICINE- INFECTIOUS DISEASES- LABORATORY MEDICINE- NEUROLOGY- NEUROSURGERY- NURSING- OPHTHALMOLOGY- ORTHOPAEDIC SURGERY- OTOLARYNGOLOGY/HEAD & NECK SURGERY- PATHOLOGY- PHYSICAL THERAPY- PLASTIC AND RECONSTRUCTIVE SURGERY- PROFESSIONAL DEVELOPMENT AND SIMULATION- PSYCHIATRY AND BEHAVIORAL HEALTH- PULMONARY AND CRITICAL CARE MEDICINE- RADIATION ONCOLOGY- SURGICAL CRITICAL CARE- TRANSPLANTATION- TRAUMA CENTER- TRAVEL AND TROPICAL MEDICINE- UROLOGYRESEARCH ENGAGEMENT AT LHMCADVANCING MEDICINE THROUGH DISCOVERY, RESEARCH AND INNOVATION IS THE MISSION OF THE RESEARCH PROGRAM AT LHMC. ITS FOCUS CENTERS ON BRINGING THE LATEST THERAPEUTICS TO THE CLINIC, EVALUATING AND IMPLEMENTING PREVENTATIVE INTERVENTIONS FOR THE PURPOSE OF IMPROVING HEALTH OUTCOMES, ASSESSING THE QUALITY AND EFFECTIVENESS OF MEDICAL CARE, AND TRANSFORMING THE PRACTICE OF MEDICINE THROUGH SCIENTIFIC DISCOVERY. EXAMPLES OF RESEARCH ENGAGEMENT AT LHMCHIGHLIGHTED BELOW ARE A FEW EXAMPLES OF THE TRANSFORMATIVE RESEARCH CONDUCTED AT LHMC. THE DETAIL BELOW IS DESIGNED TO PROVIDE THE READER WITH A TASTE OF THE MANY CONTRIBUTIONS LHMC IS MAKING TO PATIENT CARE TODAY AND TOMORROW. EXPLORING REAL WORLD DATA TO CHANGE MEDICAL PRACTICEUNDER THE LEADERSHIP OF DRS. FREDERIC RESNIC AND ZOHER GHOGAWALA, THE COMPARATIVE EFFECTIVENESS RESEARCH INSTITUTE (CERI) AT LHMC UTILIZES REAL-WORLD DATA TO EVALUATE THE IMPACT OF MEDICAL DEVICES USED TO TREAT CARDIOVASCULAR DISEASE, AND TO COMPARE THE EFFECTIVENESS OF NEUROSURGICAL DEVICES. THEIR RESEARCH IS FOCUSED ON MEDICAL DEVICE SAFETY AND IMPROVING PATIENT OUTCOMES. CERI HAS BEEN THE RECIPIENT OF NUMEROUS FEDERAL AWARDS TO STUDY THE PERFORMANCE AND LONG-TERM SAFETY SURVEILLANCE OF IMPLANTABLE MEDICAL DEVICES. IN COLLABORATION WITH RESEARCHERS AT VANDERBILT UNIVERSITY MEDICAL CENTER, AND WITH SUPPORT FROM THE NATIONAL INSTITUTES OF HEALTH, DR. RESNIC AND HIS TEAM DEVELOPED AN ANALYTIC STRATEGY TO MEASURE LEARNING EFFECTS ON DEVICE OUTCOMES. THIS RESEARCH SEEKS TO INTEGRATE INTO A LARGER FRAMEWORK THE IMPACT OF PROVIDER LEARNING AND INTRINSIC DEVICE SAFETY SIGNALING, THEREBY FURTHER SOLIDIFYING THE CURRENT MEDICAL DEVICE SAFETY SURVEILLANCE APPROACHES, AND REFINING OUTCOME MEASUREMENTS. IN PARTNERSHIP WITH AN INDEPENDENT MEDICAL DEVICE RESEARCH ORGANIZATION, AND WITH SUPPORT FROM THE FOOD AND DRUG ADMINISTRATION, CERI HAS BEEN SERVING AS A TECHNICAL ADVISOR AND DATA PARTNER IN THE DESIGN AND DEVELOPMENT OF AN ACTIVE SAFETY SURVEILLANCE NETWORK HUB. THE HUB AIMS TO ENABLE NATIONAL NETWORK PARTNERS TO COLLABORATE ON FUTURE MEDICAL DEVICE SURVEILLANCE PROJECTS. A GROUNDBREAKING STUDY PUBLISHED IN THE JOURNAL OF THE AMERICAN COLLEGE OF CARDIOLOGY: CLINICAL ELECTROPHYSIOLOGY (DOI: 10.1016/J.JACEP.2023.06.008) CONDUCTED BY A TEAM OF RESEARCHERS FROM THE LHMC DIVISION OF CARDIOVASCULAR MEDICINE UTILIZING THE TRINETX RESEARCH NETWORK HAS FOUND THAT SODIUM-GLUCOSE COTRANSPORTER 2 INHIBITORS (SGLT2-IS) SUBSTANTIALLY DECREASE THE RECURRENCE OF ATRIAL FIBRILLATION (AF) IN PATIENTS WITH TYPE 2 DIABETES MELLITUS (DM) WHO HAVE UNDERGONE CATHETER ABLATION. THE RESEARCH INVOLVED THE ANALYSIS OF DATA FROM TWO PROPENSITY-MATCHED COHORTS OF 2,225 PATIENTS EACH, TO EVALUATE THE IMPACT OF BASELINE SGLT2-I USE ON AF RECURRENCE. THE PRIMARY OUTCOME MEASURED INCLUDED THE NEED FOR CARDIOVERSION, NEW ANTIARRHYTHMIC DRUG (AAD) THERAPY, OR REPEAT AF ABLATION. SECONDARY OUTCOMES INCLUDED HEART FAILURE EXACERBATIONS, ISCHEMIC STROKE, ALL-CAUSE HOSPITALIZATION, AND DEATH OVER A 12-MONTH FOLLOW-UP PERIOD. THE FINDINGS REVEALED THAT SGLT2-I USE WAS ASSOCIATED WITH A 32% REDUCTION IN THE RISK OF THE PRIMARY OUTCOME (ADJUSTED OR: 0.68; 95% CI: 0.602-0.776; P < 0.0001) AND A HIGHER PROBABILITY OF EVENT-FREE SURVIVAL AT 12 MONTHS (HR: 0.85, 95% CI: 0.77-0.95; P = 0.003). WHILE SECONDARY OUTCOMES WERE GENERALLY LOWER IN THE SGLT2-I GROUP, THE INCIDENCE OF ISCHEMIC STROKE DID NOT SIGNIFICANTLY DIFFER BETWEEN THE TWO GROUPS. THIS STUDY HIGHLIGHTS THE POTENTIAL BENEFITS OF SGLT2 INHIBITORS IN MANAGING AF RECURRENCE IN DIABETIC PATIENTS' POST-ABLATION. FINDINGS SUGGEST THAT SGLT2-IS COULD PLAY A CRUCIAL ROLE IN IMPROVING OUTCOMES FOR THIS HIGH-RISK PATIENT POPULATION.
THE PREVALENCE OF INTERSTITIAL LUNG ABNORMALITIES (ILA) AND THE ASSOCIATION WITH CLINICALLY SIGNIFICANT OUTCOMES INCLUDING MORTALITY, HOSPITALIZATIONS, CANCER, AND INTERSTITIAL LUNG DISEASE (ILD) DIAGNOSIS WAS EXAMINED IN LHMC'S LARGE CT LUNG CANCER SCREENING PROGRAM. 1699 SUBJECTS MET INCLUSION CRITERIA. 41 (2.4%) HAD ILA AND 101 (5.9%) HAD INDETERMINATE ILA ON BASELINE CTS. ILD WAS DIAGNOSED IN 10 (24.4%) OF 41 WITH ILA ON BASELINE CT WITH A MEAN TIME FROM BASELINE CT TO DIAGNOSIS OF 4.47 2.72 YEARS. ON MULTIVARIABLE MODELING, THE PRESENCE OF ILA REMAINED A SIGNIFICANT PREDICTOR OF DEATH, HR 3.87 (2.07, 7.21; P < 0.001) WHEN ADJUSTED FOR AGE, SEX, BMI, PACK YEARS AND ACTIVE SMOKING, BUT NOT OF LUNG CANCER AND ALL-CAUSE HOSPITAL ADMISSION. APPROXIMATELY 50% WITH BASELINE ILA HAD PROGRESSION ON THE LONGITUDINAL SCAN. THIS RESEARCH DEMONSTRATED THAT ILA IDENTIFIED ON BASELINE LUNG CANCER SCREENING EXAMS ARE ASSOCIATED WITH ALL-CAUSE MORTALITY AND A SIGNIFICANT PROPORTION OF PATIENTS WITH ILA ARE SUBSEQUENTLY DIAGNOSED WITH ILD AND HAVE CT PROGRESSION ON LONGITUDINAL SCANS.COVID RESEARCHAS THE COVID-19 PUBLIC HEALTH EMERGENCY CAME TO AN END, LHMC CONTINUED TO PRODUCE ORIGINAL, THOUGHT PROVOKING RESEARCH. A RECENT STUDY PUBLISHED IN CRITICAL CARE SHED LIGHT ON THE ESCALATING USE OF MECHANICAL CARDIOPULMONARY RESUSCITATION (MCPR) DURING IN-HOSPITAL CARDIAC ARREST (IHCA) AMID THE COVID-19 PANDEMIC. LED BY A TEAM IN THE DIVISION OF PULMONARY AND CRITICAL CARE MEDICINE, THIS INVESTIGATION UNDERSCORES THE EVOLVING LANDSCAPE OF RESUSCITATION STRATEGIES IN RESPONSE TO THE GLOBAL HEALTH CRISIS. ANALYZING DATA FROM THE AMERICAN HEART ASSOCIATION'S GET WITH THE GUIDELINES RESUSCITATION DATABASE, THE STUDY OBSERVED A SIGNIFICANT RISE IN MCPR UTILIZATION FROM 2.4% TO 6.0% BETWEEN JANUARY 2019 AND DECEMBER 2021. NOTABLY, MANY INSTITUTIONS EMBRACED MCPR FOR THE FIRST TIME DURING THIS PERIOD, MARKING A NOTABLE SHIFT IN RESUSCITATION PRACTICES. WITH THE PANDEMIC PROMPTING HEIGHTENED CONCERNS FOR HEALTHCARE WORKER SAFETY, THE AMERICAN HEART ASSOCIATION RECOMMENDED MCPR AS A MEANS TO MITIGATE EXPOSURE TO AEROSOLIZED VIRUS DURING CPR PROCEDURES. THIS GUIDANCE LIKELY FUELED THE RAPID ADOPTION OF MCPR ACROSS HEALTHCARE FACILITIES, WITH 6.5% OF HOSPITALS EXPERIENCING A SUBSTANTIAL INCREASE IN MCPR CASES. WHILE TRIALS HAVE YET TO DEFINITIVELY ESTABLISH THE SUPERIORITY OF MCPR OVER MANUAL CPR IN THE IN-HOSPITAL SETTING, THIS STUDY UNDERSCORES THE URGENT NEED FOR FURTHER RESEARCH TO INFORM RESUSCITATION PROTOCOLS EFFECTIVELY. DR. SARJU GANATRA, A CLINICAL INVESTIGATOR FROM THE LHMC DIVISION OF CARDIOVASCULAR MEDICINE, IN COLLABORATION WITH RESEARCHERS FROM BRIGHAM AND WOMEN'S HOSPITAL AND HARVARD MEDICAL SCHOOL, PUBLISHED A HIGH-IMPACT STUDY IN CLINICAL INFECTIOUS DISEASES (DOI: 10.1093/CID/CIAD400), WHICH REVEALED THAT THE USE OF ORAL NIRMATRELVIR AND RITONAVIR (PAXLOVID) SIGNIFICANTLY REDUCES THE RISK OF EMERGENCY DEPARTMENT VISITS, HOSPITALIZATION, AND MORTALITY IN VACCINATED ADULTS AGED 18-50 DIAGNOSED WITH COVID-19. THE COHORT STUDY, WHICH ANALYZED DATA FROM 86,119 PATIENTS WITHIN THE TRINETX DATABASE, COMPARED 2,547 PATIENTS WHO RECEIVED PAXLOVID TO A MATCHED CONTROL GROUP. RESULTS INDICATED A 30% RELATIVE RISK REDUCTION IN ADVERSE OUTCOMES FOR THOSE TREATED WITH PAXLOVID, WITH THE NUMBER NEEDED TO TREAT (NNT) BEING 47. PARTICULARLY NOTABLE BENEFITS WERE OBSERVED IN SUBGROUPS WITH SERIOUS COMORBIDITIES SUCH AS CANCER (NNT = 45), CARDIOVASCULAR DISEASE (NNT = 30), AND BOTH CONDITIONS (NNT = 16). CONVERSELY, NO SIGNIFICANT BENEFITS WERE FOUND FOR PATIENTS WITH ONLY CHRONIC LOWER RESPIRATORY DISORDERS LIKE ASTHMA OR COPD, OR THOSE WITHOUT SERIOUS COMORBIDITIES. THIS STUDY UNDERSCORES THE IMPORTANCE OF IDENTIFYING HIGH-RISK PATIENTS WHO COULD BENEFIT THE MOST FROM PAXLOVID. FINDINGS SUGGEST THAT WHILE PAXLOVID IS BENEFICIAL FOR MANY, ITS OVERPRESCRIPTION, ESPECIALLY IN LOWER-RISK GROUPS, SHOULD BE AVOIDED, SO THAT VITAL TREATMENTS REMAIN AVAILABLE FOR THOSE WHO REALLY NEED THEM AND ARE NOT WASTED ON THOSE WHO STAND TO GAIN NO BENEFIT.TRANSLATING DISCOVERY RESEARCH INTO CLINICAL SOLUTIONS THE IAN C. SUMMERHAYES CELL AND MOLECULAR BIOLOGY (ICSCMB) LAB AT LHMC PERFORMS TRANSLATIONAL RESEARCH AND DURING LHMC'S FISCAL YEAR ENDED SEPTEMBER 30, 2023 FOCUSED ON FIVE DISEASES: BLADDER CANCER, BREAST CANCER, KIDNEY CANCER, LUNG CANCER, AND URETHRAL STRICTURE DISEASE. THE BREAST, BLADDER, AND KIDNEY CANCER RESEARCH WAS FOCUSED ON THE MECHANISMS OF ACTION OF DYSREGULATED MICRORNAS AND PROTEINS IN AGGRESSIVE TUMORS. LHMC RESEARCHERS EXAMINED PROTEINS AND THE ROLES THEY MAY HAVE IN THE METASTATIC PROCESS, IN PARTICULAR, CELL PROLIFERATION MIGRATION, AND INVASION. THE KIDNEY CANCER RESEARCH PROJECT INVESTIGATED THE PERFORMANCE OF DROPLET DIGITAL PCR (DDPCR) COMPARED TO QRT- PCR IN IDENTIFYING MIRNA BIOMARKERS THAT DIFFERENTIATE MALIGNANT FROM BENIGN RENAL MASSES. POTENTIAL BIOMARKERS OF RCC WERE IDENTIFIED FROM A LITERATURE REVIEW. RNA WAS EXTRACTED FROM THE PLASMA OF 56 PATIENTS. ALL THE SAMPLES UNDERWENT ANALYSIS VIA DDPCR AS WELL AS QRT-PCR, AND EXPRESSION LEVELS WERE RECORDED FOR THE FOLLOWING MIRNAS: MIR-93, -144, -210, -221, AND -222. TUMORS WERE GROUPED INTO LOW-GRADE CCRCC, HIGH-GRADE CCRCC, PAPILLARY RCC, AND BENIGN MASSES (PRIMARILY ANGIOMYOLIPOMA). THE MIRNA MIR-210 (P = 0.034) AND THE COMBINATION OF MIRS-210 AND MIR-222 (P = 0.003) WERE EXPRESSED AT SIGNIFICANTLY HIGHER RATES AMONG THOSE WITH RCC THAN THOSE WITH BENIGN MASSES, AS MEASURED BY DDPCR. USING THE COMBINATION OF MIR-210 AND MIR-222, DDPCR IDENTIFIED SIGNIFICANT DIFFERENCES BETWEEN THE SUBGROUPS: PAPILLARY RCC VERSUS BENIGN (P = 0.03), LOW-GRADE CCRCC VERSUS BENIGN (P = 0.026), AND HIGH-GRADE CCRCC VERSUS BENIGN (P = 0.002). THE ONLY SIGNIFICANT DIFFERENCE BETWEEN THESE SUBGROUPS USING QRT-PCR WAS BETWEEN HIGH-GRADE CCRCC AND BENIGN (P = 0.045). ALL THE AUCS WERE SIGNIFICANT WHEN COMPARING EACH RCC SUBGROUP WITH BENIGN FOR BOTH PCR TECHNOLOGIES. THIS STUDY SHOWED THAT USING A COMBINATION OF MIR-210 AND MIR-222, DDPCR IDENTIFIED SIGNIFICANT DIFFERENCES BETWEEN BENIGN AND MALIGNANT RENAL MASSES THAT WERE NOT IDENTIFIED AS SIGNIFICANT BY CONVENTIONAL QRT-PCR.ADDITIONAL LHMC RESEARCHERS INVESTIGATED THE ROLE OF MIRNA AND GENE EXPRESSION IN LICHEN SCLEROSUS (LS), WHICH IS A CHRONIC INFLAMMATORY CONDITION THAT CAN LEAD TO MALE URETHRAL STRICTURE DISEASE (USD). LS USD IS CHARACTERIZED BY SCARRING OF THE URETHRA, AND ITS PATHOPHYSIOLOGY IS POORLY UNDERSTOOD. IDENTIFYING NON-INVASIVE BIOMARKERS THAT DISTINGUISH LS INDUCED FROM NON-LS INDUCED URETHRAL STRICTURES WOULD HAVE BROAD IMPLICATIONS FOR THE DIAGNOSIS, COUNSELING, AND TREATMENT OF URETHRAL STRICTURE DISEASE (USD). IN ADDITION, IDENTIFYING THE DYSREGULATED GENES INVOLVED IN THIS DISEASE IS CRUCIAL TO BETTER UNDERSTANDING ITS CAUSE. LHMC RESEARCHERS ALSO CONTINUE TO FOCUS THEIR EFFORTS ON SEVERAL PROJECTS IN LUNG CANCER WITH THE GOAL TO DEVELOP AN ACCURATE NASAL BIOMARKER INTEGRATING EXPRESSION PROFILING OF GENES AND MIRNA, CLINICAL VARIABLES, AND NODULE CHARACTERISTICS IN ORDER TO DISTINGUISH EARLY LUNG MALIGNANCIES FROM BENIGN PULMONARY NODULES. WE ARE ALSO WORKING ON A STUDIES TO DEVELOP AN UNDERSTANDING OF THE GENETIC CHANGES RESULTING IN AGGRESSIVE LIFE THREATENING LUNG CANCER.
LHMC RESEARCHERS CONTRIBUTED TO A STUDY THAT SOUGHT TO VALIDATE A CLINICAL-GENOMIC CLASSIFIER DEVELOPED USING WHOLE-TRANSCRIPTOME SEQUENCING OF NASAL EPITHELIAL CELLS FROM PATIENTS WITH A PN 30 MM WHO SMOKE OR HAVE PREVIOUSLY SMOKED. THE RESEARCHERS WERE ASSESSING IF THE PROBABILITY OF LUNG CANCER (PCA) IN INDIVIDUALS WITH A PULMONARY NODULE (PN) AND A HISTORY OF SMOKING CAN BE PREDICTED BY A CLASSIFIER THAT USES CLINICAL FACTORS AND GENOMIC DATA FROM NASAL EPITHELIAL CELLS OBTAINED BY CYTOLOGIC BRUSHING. MACHINE LEARNING WAS USED TO TRAIN A CLASSIFIER USING GENOMIC AND CLINICAL FEATURES ON 1,120 PATIENTS WITH PNS LABELED AS BENIGN OR MALIGNANT ESTABLISHED BY A FINAL DIAGNOSIS OR A MINIMUM OF 12 MONTHS OF RADIOGRAPHIC SURVEILLANCE. THE CLASSIFIER WAS DESIGNED TO YIELD LOW-, INTERMEDIATE-, AND HIGH-RISK CATEGORIES. THE CLASSIFIER WAS VALIDATED IN AN INDEPENDENT SET OF 312 PATIENTS, INCLUDING 63 PATIENTS WITH A PRIOR HISTORY OF CANCER (OTHER THAN LUNG CANCER), COMPARING THE CLASSIFIER PREDICTION WITH THE KNOWN CLINICAL OUTCOME. IN THE PRIMARY VALIDATION SET, SENSITIVITY AND SPECIFICITY FOR LOW-RISK CLASSIFICATION WERE 96% AND 42%, WHEREAS SENSITIVITY AND SPECIFICITY FOR HIGH-RISK CLASSIFICATION WAS 58% AND 90%, RESPECTIVELY. SENSITIVITY WAS SIMILAR ACROSS STAGES OF NON-SMALL CELL LUNG CANCER, INDEPENDENT OF SUBTYPE. PERFORMANCE COMPARED FAVORABLY WITH CLINICAL-ONLY RISK MODELS. ANALYSIS OF 63 PATIENTS WITH PRIOR CANCER SHOWED SIMILAR PERFORMANCE AS DID SUBANALYSES OF PATIENTS WITH LIGHT VS HEAVY SMOKING BURDEN AND THOSE ELIGIBLE FOR LUNG CANCER SCREENING VS THOSE WHO WERE NOT. THE RESEARCH SHOWED THAT THE NASAL CLASSIFIER PROVIDES AN ACCURATE ASSESSMENT OF PCA IN INDIVIDUALS WITH A PN 30 MM WHO SMOKE OR HAVE PREVIOUSLY SMOKED. CLASSIFIER-GUIDED DECISION-MAKING COULD LEAD TO FEWER DIAGNOSTIC PROCEDURES IN PATIENTS WITHOUT CANCER AND MORE TIMELY TREATMENT IN PATIENTS WITH LUNG CANCER.TOGETHER WITH THEIR COLLABORATORS, LHMC INVESTIGATORS ALSO ASSESSED WHETHER PATHOLOGIC CLASSIFICATION IS REPRODUCIBLE AND WHETHER SUBSETS OF ADENOCARCINOMAS PREDICT WORSE OUTCOMES WHEN TREATED BY WEDGE RESECTION COMPARED TO LOBECTOMY. A RETROSPECTIVE COHORT OF 108 RECIPIENTS OF WEDGE RESECTION AND 187 RECIPIENTS OF LOBECTOMY FOR STAGE I/0 LUNG ADENOCARCINOMAS 2.0 CM WAS ASSEMBLED FROM 2 INSTITUTIONS. ALL TUMORS WERE CLASSIFIED BY A SINGLE PATHOLOGIST, AND INTEROBSERVER REPRODUCIBILITY WAS ASSESSED IN A SUBSET (N = 92) BY 5 PATHOLOGISTS. ANGIOINVASIVE ADENOCARCINOMA (21%-27% OF CASES) WAS ASSOCIATED WITH WORSE OUTCOMES WHEN TREATED WITH WEDGE RESECTION COMPARED TO LOBECTOMY (5-YEAR RECURRENCE-FREE SURVIVAL, 57% VS 85% [P = .007]; 5-YEAR DISEASE-FREE SURVIVAL [DSS], 70% VS 90% [P = .043]; 7-YEAR OVERALL SURVIVAL, 37% VS 58% [P = .143]). ADENOCARCINOMA IN SITU (AIS), MINIMALLY INVASIVE ADENOCARCINOMA (MIA), AND LMP EXHIBITED 100% 5-YEAR DSS REGARDLESS OF THE SURGICAL APPROACH. MULTIVARIABLE ANALYSIS SHOWED THAT ANGIOINVASION, TUMOR SIZE, MARGIN STATUS, AND EXTENT OF NODAL SAMPLING WERE SIGNIFICANTLY ASSOCIATED WITH RECURRENCE BUT NOT WITH SURGICAL PROCEDURE. THERE WAS SUBSTANTIAL INTEROBSERVER REPRODUCIBILITY AMONG THE PATHOLOGISTS FOR THE DIAGNOSIS OF ANGIOINVASIVE ADENOCARCINOMA ( = 0.71) AND THE COMBINED INDOLENT AIS/MIA/LMP GROUP ( = 0.74). THE MAJORITY (75%) OF LUNG ADENOCARCINOMAS 2 CM ARE ADEQUATELY MANAGED WITH WEDGE RESECTION; HOWEVER, ANGIOINVASIVE ADENOCARCINOMAS (25%) TREATED BY WEDGE RESECTION WITH SUBOPTIMAL NODAL SAMPLING EXHIBIT POOR OUTCOMES, WITH A 40% TO 45% RATE OF RECURRENCE WITHIN 5 YEARS AND 60% TO 65% OVERALL MORTALITY AT 7 YEARS.LHMC RESEARCHERS TOGETHER WITH COLLABORATORS FROM TUFTS MEDICAL CENTER AND TUFTS UNIVERSITY AIMED TO DEVELOP AND TEST A PROTOTYPE OF A DEEP LEARNING SURGICAL GUIDANCE SYSTEM (CASL) THAT CAN INTRA-OPERATIVE IDENTIFY PERITONEAL SURFACE METASTASES ON ROUTINE LAPAROSCOPY IMAGES. CASL WAS DEVELOPED AND TESTED USING STAGING LAPAROSCOPY IMAGES RECORDED FROM 132 PATIENTS WITH HISTOLOGICALLY-CONFIRMED ADENOCARCINOMA INVOLVING THE GASTROINTESTINAL TRACT. THE DATA INCLUDED IMAGES DEPICTING 4287 VISIBLE PERITONEAL SURFACE LESIONS AND 3650 IMAGE PATCHES OF 365 BIOPSIED PERITONEAL SURFACE LESIONS. THE PROTOTYPE'S DIAGNOSTIC PERFORMANCE WAS COMPARED TO RESULTS FROM A NATIONAL SURVEY EVALUATING 111 ONCOLOGIC SURGEONS IN A SIMULATED CLINICAL ENVIRONMENT. IN A SIMULATED ENVIRONMENT, SURGEONS' ACCURACY OF CORRECTLY RECOMMENDING A BIOPSY FOR METASTASES WHILE OMITTING A BIOPSY FOR BENIGN LESIONS WAS ONLY 52%. IN THIS ENVIRONMENT, THE PROTOTYPE OF A DEEP LEARNING SURGICAL GUIDANCE SYSTEM DEMONSTRATED IMPROVED PERFORMANCE IN IDENTIFYING PERITONEAL SURFACE METASTASES COMPARED TO ONCOLOGIC SURGEONS WITH AN AREA UNDER THE RECEIVER OPERATING CHARACTERISTIC CURVE OF 0.69 (ONCOLOGIC SURGEON) VERSUS 0.78 (CASL) VERSUS 0.79 (HUMAN-COMPUTER COMBINED). A PROPOSED MODEL WOULD HAVE IMPROVED THE IDENTIFICATION OF METASTASES BY 5% WHILE REDUCING THE NUMBER OF UNNECESSARY BIOPSIES BY 28% COMPARED TO CURRENT STANDARD PRACTICE. THE FINDINGS FROM THIS STUDY DEMONSTRATED A PATHWAY FOR AN ARTIFICIAL INTELLIGENCE SYSTEM FOR INTRA-OPERATIVE IDENTIFICATION OF PERITONEAL SURFACE METASTASES, BUT IT STILL REQUIRES ADDITIONAL DEVELOPMENT AND FUTURE VALIDATION IN A MULTI-INSTITUTIONAL CLINICAL SETTING.UNDER THE LEADERSHIP OF DR. AJAY WAKHLOO, INVESTIGATORS IN THE LHMC IMAGE GUIDED THERAPY LAB UTILIZED STEREOLITHOGRAPHIC 3D PRINTING TECHNOLOGY TO CREATE DISEASE MODELS FOR EVALUATING ENDOVASCULAR DEVICES TO TREAT CEREBRAL ANEURYSMS. IN COLLABORATION WITH INDUSTRY PARTNERS, THE IGT LAB TRANSFORMED DE-IDENTIFIED HUMAN IMAGING DATA INTO LIFELIKE, FUNCTIONAL CEREBROSPINAL FLUID MODELS NECESSARY FOR PRE-CLINICAL ASSESSMENT OF CATHETER-BASED SYSTEMS USED IN ENDOSCOPIC THIRD VENTRICULOSTOMY PROCEDURES. IGT LAB INVESTIGATOR-INITIATED RESEARCH SUPPORTED THROUGH THE ROBERT E. WISE INSTITUTE RESULTED IN THE SUCCESSFUL DEPLOYMENT OF A HEMORRHAGE STROKE MODEL TO EVALUATE THE EFFICACY OF FLOW DIVERTERS IN SLOWING BLEEDING AND MINIMIZING HEMATOMA GROWTH. SUBSEQUENT INDUSTRY PARTNERSHIPS INVOLVED THE FABRICATION OF PATIENT-SPECIFIC CEREBRAL ANEURYSM MODELS, LEADING TO THE IMPROVED USE OF ENDOVASCULAR DEVICES FOR HARD-TO-TREAT CASES. ONE PARTNERSHIP INVOLVED THE QUANTITATIVE CHARACTERIZATION OF THE HUMAN CAROTID SIPHON BY ANALYZING VESSEL ATTRIBUTES SUCH AS TORTUOSITY, CURVATURE, AND TWIST ANGLE IN 25 PATIENTS. THESE EFFORTS AIMED TO PREDICT GEOMETRIC INDICATORS CAUSING FLOW DIVERTER FLATTENING DURING ANEURYSM TREATMENT, THEREBY AIDING IN PREOPERATIVE DECISION-MAKING FOR SUCCESSFUL DEVICE DELIVERY.STUDIES PERFORMED IN THE PLASTIC AND RECONSTRUCTIVE SURGERY LAB INVESTIGATED THE IMPACT OF DIABETIC ADIPOSE-DERIVED STEM CELL (ASCS) IN THE TREATMENT OF DIABETIC WOUNDS. DIABETIC ASCS (DMA) AND NONDIABETIC ASCS WERE ISOLATED FROM DB/DB AND C57BL/6J MICE, AND CHARACTERIZED BY IMMUNOCYTOCHEMISTRY, PROLIFERATION, DIFFERENTIATION, AND GENE EXPRESSION ASSAYS. THE EFFECTS OF BOTH ASCS ON HEALING WERE INVESTIGATED USING 36 MALE 10- TO 12-WEEK-OLD DB/DB MICE. WOUND SIZE WAS MEASURED SEMIWEEKLY UNTIL DAY 28, AND HISTOLOGIC AND MOLECULAR ANALYSES WERE PERFORMED AT DAY 14. BOTH ASCS HAD FIBROBLAST-LIKE MORPHOLOGY AND WERE CD44 + /CD90 + /CD34 - /CD45 - AT PASSAGE 4. COMPARED WITH NONDIABETIC ASCS IN VITRO, DMA PROLIFERATIVE CAPABILITY WAS RESTORED BY PASSAGE 4 (P > 0.05). ALTHOUGH DMA OSTEOGENESIS WAS ATTENUATED (P < 0.01), BOTH ASCS HAD SIMILAR ADIPOGENESIS AND EXPRESSIONS OF PPAR/LPL/OCN/RUNX2 (P > 0.05). IN VIVO EXPERIMENTS SHOWED THAT, COMPARED WITH PHOSPHATE-BUFFERED SALINE CONTROL, BOTH ASCS ARE COMPARABLE IN IMPROVING WOUND HEALING ( P < 0.0001), ANGIOGENESIS ( P < 0.05), EPITHELIAL CELL PROLIFERATION ( P < 0.05), AND GRANULATION TISSUE FORMATION ( P < 0.0001). RESULTS FROM THIS STUDY SHOWED THAT IN BOTH IN VITRO AND IN VIVO MURINE MODELS, DMAS HAVE SHOWN A COMPARABLE THERAPEUTIC CAPACITY TO NORMAL ASCS IN PROMOTING DIABETIC WOUND HEALING BY IMPROVING ANGIOGENESIS, REEPITHELIALIZATION, AND GRANULATION TISSUE FORMATION. THESE RESULTS SUPPORT CLINICAL APPLICATIONS OF AUTOLOGOUS ASCS IN DIABETIC WOUND TREATMENTS. THIS WORK HAS PARTICULAR SURGICAL RELEVANCE AS IT HIGHLIGHTS A THEORETICAL AND CLINICAL PATHWAY TO USE DIABETIC PATIENTS' OWN ASCS TO TREAT THEIR WOUNDS, BYPASSING ANY CONCERNS OF CROSS-HOST SOURCING ISSUES IN REGENERATIVE MEDICINE.
IMPORTANT NIH-SPONSORED CLINICAL TRIALS LHMC ONCOLOGISTS CO-LEAD A MULTICENTER NCI-SPONSORED CLINICAL TRIAL ENTITLED "IMMUNE CHECKPOINT INHIBITED TOXICITY (I-CHECKIT): A PROSPECTIVE OBSERVATIONAL STUDY." THE OBJECTIVES OF THE STUDY WERE TO DEVELOP AND INDEPENDENTLY VALIDATE A RISK PREDICTION MODEL FOR COMMON TERMINOLOGY CRITERIA FOR ADVERSE EVENTS (CTCAE) GRADE 3 OR HIGHER NON-HEMATOLOGICAL IMMUNE-RELATED ADVERSE EVENTS (IRAES) IN THE FIRST YEAR OF IMMUNE CHECKPOINT INHIBITOR (ICI)-BASED THERAPY FOR THE TREATMENT OF SOLID TUMORS. THIS STUDY EXAMINED HOW CERTAIN RISK FACTORS (SUCH AS AGE, GENDER, OTHER MEDICAL CONDITIONS, AND THE TYPE OF IMMUNOTHERAPY USED TO TREAT THE CANCER) AFFECT WHETHER A PATIENT WITH A MALIGNANT SOLID TUMOR WILL DEVELOP MILD OR SERIOUS SIDE EFFECTS FROM THE IMMUNOTHERAPY MEDICATIONS. IN ADDITION TO CO-LEADING THE STUDY, LHMC WAS ONE OF THE TOP ACCRUING SITES.LHMC HAS CONTINUED TO BE A KEY MEMBER OF THE NCI-SPONSORED COOPERATIVE CLINICAL TRIALS GROUP SWOG. ONE INITIATIVE LHMC INVESTIGATORS HAVE PLAYED A CRITICAL ROLE IN LEADING IS THE SWOG LUNG COMMITTEE, WHICH IS LEADING EFFORTS TO BETTER ENGAGE COMMUNITY-BASED ONCOLOGISTS. ONE OF THE BEST SUCCESS STORIES TO DATE HAS BEEN THE COMMITTEE'S INVOLVEMENT IN AN INNOVATIVE LUNG CANCER TRIAL KNOWN AS THE S2302 PRAGMATICA-LUNG TRIAL, WHICH WAS DESIGNED TO BE A PRAGMATIC CLINICAL TRIAL AIMED AT ELIMINATING TRADITIONAL BARRIERS TO ENROLL A MORE DIVERSE PATIENT POPULATION. TO DATE, THE RATE OF OVERALL AND MINORITY GROUP ENROLLMENT ON THIS TRIAL HAS FAR EXCEEDED EXPECTATIONS. LHMC ENROLLED THE FIRST THREE PATIENTS ONTO THIS NCI HIGH-PRIORITY TRIAL NATIONALLY AFTER IT OPENED, AND IT REMAINS ONE OF THE TOP ACCRUING SITES NATIONALLY.NIH HAS CREATED THE A NATIONAL NETWORK, NIH STROKENET, TO CONDUCT SMALL AND LARGE CLINICAL TRIALS AND RESEARCH STUDIES TO ADVANCE ACUTE STROKE TREATMENT, STROKE PREVENTION, AND RECOVERY AND REHABILITATION FOLLOWING A STROKE ACROSS THE LIFESPAN. THIS NETWORK OF 27 REGIONAL CENTERS ACROSS THE U.S., IS DESIGNED TO SERVE AS THE INFRASTRUCTURE AND PIPELINE FOR EXCITING NEW POTENTIAL TREATMENTS FOR PATIENTS WITH STROKE AND THOSE AT RISK FOR STROKE. NIH STROKENET ALSO PROVIDES AN EDUCATIONAL PLATFORM FOR STROKE PHYSICIANS, CLINICAL TRIAL COORDINATORS AND STROKE RESEARCHERS. LHMC IS DESIGNATED COMPREHENSIVE STROKE CENTER AND MAIN MEMBER OF THE NEW ENGLAND REGIONAL COORDINATION CENTER (NERCC), WHICH IS A COLLABORATION OF SITES ENCOMPASSING TWELVE OF THE TOP ACADEMIC MEDICAL CENTERS IN NEW ENGLAND. THE NERCC SERVES A LARGE AND DIVERSE PATIENT POPULATION FROM ACROSS NEW ENGLAND, CONSISTENTLY SCORING HIGHLY ON PERFORMANCE MEASURES DEVELOPED BY THE NIH STROKENET. LHMC HAS MADE SIGNIFICANT CONTRIBUTIONS TO NIH STROKENET CLINICAL TRIALS, AND AS A MEMBER OF THE NERCC, IT IS COMMITTED TO RECRUITMENT, RETENTION AND HIGH-QUALITY DATA CAPTURE AS A PARTICIPATING NIH STROKENET CENTER. IT'S CURRENTLY INVOLVED IN 4 NIH STROKENET CLINICAL TRIALS, INCLUDING SATURN, ASPIRE, FASTEST AND VERIFY.AS NOTED IN THIS FILING, THE LAHEY CLINIC INC. (LCI) IS A SISTER ENTITY TO THE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). EACH IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND EACH IS INTEGRALLY RELATED TO ACCOMPLISHING THEIR COMBINED MISSIONS OF PATIENT CARE, EDUCATION AND RESEARCH. ALTHOUGH THE EXPENSES ASSOCIATED WITH RESEARCH ARE NOT INCLUDED IN COSTS REPORTED IN THIS FORM 990 SCHEDULE H PART I LINE 7H BECAUSE THEY ARE ACCOUNTED FOR AS COSTS OF LAHEY CLINIC INC., THESE ACTIVITIES ARE IMPORTANT TO THE COMBINED MISSIONS OF BOTH ENTITIES AND TO THE COMMUNITIES SERVED BY THE HOSPITAL, AND AS SUCH, DETAIL SUPPORTING THESE ACCOMPLISHMENTS ARE INCLUDED IN THE NARRATIVE SUPPORT TO THIS FILING. SINCE LAHEY CLINIC'S INCEPTION, ITS CLINICIANS HAVE ENGAGED IN FURTHERING RESEARCH IN ORDER TO ADVANCE THE PRACTICE OF MEDICINE, NOT ONLY FOR LAHEY PATIENTS BUT FOR ALL PATIENTS. ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS IS A LONGSTANDING, CORE COMPONENT OF THE LAHEY CLINIC MISSION. WHETHER WORKING IN THE LABORATORY SETTING OR PARTICIPATING IN CLINICAL TRIALS TO TREAT PATIENTS AND ADVANCE CLINICAL MEDICINE, THEY ARE HELPING TO SHAPE THE NEW TREATMENTS THAT IMPROVE QUALITY CARE FOR PATIENTS, BOTH SAFELY AND EFFECTIVELY.THE MAJORITY OF THE RESEARCH CONDUCTED AT LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) CONSISTS OF CLINICAL TRIALS THAT HAVE A DIRECT IMPACT ON THE LIVES OF LAHEY CLINIC AND LHMC PATIENTS. DURING THE FISCAL PERIOD COVERED BY THIS FILING, LHMC WAS ENGAGED IN APPROXIMATELY 280 ACTIVE FEDERAL, CORPORATE, NON-PROFIT, AND INTERNALLY SPONSORED PROJECTS, AND MORE THAN 470 ACTIVE EXEMPT, EXPEDITED, AND FULL BOARD-REVIEWED CLINICAL STUDIES. DURING THE SAME TIME, LHMC HAD OVER 140 PRINCIPAL INVESTIGATORS, MANY WHO ARE TUFTS UNIVERSITY SCHOOL OF MEDICINE FACULTY OR UNIVERSITY OF MASSACHUSETTS CHAN SCHOOL FACULTY, AND NEARLY THE SAME NUMBER OF CO-INVESTIGATORS DEMONSTRATING A ROBUST CULTURE OF RESEARCH ENGAGEMENT AMONG PHYSICIANS AND CLINICAL DISCIPLINES. THIS BROAD ENGAGEMENT RESULTED IN OVER 1,900 PATIENTS RECEIVING MEDICAL CARE AS PART OF CLINICAL TRIALS. THE KEY AREAS OF RESEARCH INCLUDE THERAPEUTIC INVESTIGATIONAL DRUG AND MEDICAL DEVICE CLINICAL TRIALS, COMPARATIVE EFFECTIVENESS RESEARCH, AND TRANSLATIONAL RESEARCH ALL OF WHICH SERVE THE GOAL OF TREATING PATIENTS AND PROVIDING THE CUTTING EDGE CARE OF TOMORROW. AS NOTED IN THIS FILING, LHMC IS A TEACHING HOSPITAL, AND IS COMMITTED TO MAINTAINING A COLLABORATIVE CULTURE WITH TUFTS AS WELL AS OTHER NATIONALLY RECOGNIZED AND WORLD-RENOWNED BOSTON TEACHING HOSPITALS. LHMC ALSO PARTICIPATES IN THE TUFTS CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (TUFTS CTSI), WHICH PROMOTES COLLABORATIVE, CROSS-DISCIPLINARY, FULL-SPECTRUM TRANSLATIONAL RESEARCH AMONG ITS MULTIPLE HOSPITALS AND HEALTH PLANS, INDUSTRY LEADERS, COMMUNITY ORGANIZATIONS, AND OTHER PARTICIPANTS WHO PLACE A UNIQUE EMPHASIS ON ENGAGING THEIR LOCAL COMMUNITIES IN BIOMEDICAL RESEARCH. THE COLLABORATIVE NATURE OF THE RESEARCH CONDUCTED AT LHMC RESULTED IN THEIR PUBLISHING OVER 290 PEER-REVIEWED JOURNAL ARTICLES DURING THE PERIOD COVERED BY THIS FILING. LHMC ENGAGES IN RESEARCH IN NEARLY ALL DISCIPLINES:- ALLERGY AND IMMUNOLOGY- ANESTHESIOLOGY- CARDIOVASCULAR AND THORACIC SURGERY- CARDIOVASCULAR MEDICINE- CELL AND MOLECULAR BIOLOGY RESEARCH LABORATORY- COLON AND RECTAL SURGERY- DERMATOLOGY- DIAGNOSTIC RADIOLOGY- FOOD & NUTRITION SERVICES- GASTROENTEROLOGY- GENERAL INTERNAL MEDICINE- GENERAL SURGERY- GYNECOLOGY- HEMATOLOGY AND ONCOLOGY- HOSPITAL MEDICINE- INFECTIOUS DISEASES- LABORATORY MEDICINE- NEUROLOGY- NEUROSURGERY- NURSING- OPHTHALMOLOGY- ORTHOPAEDIC SURGERY- OTOLARYNGOLOGY/HEAD & NECK SURGERY- PATHOLOGY- PHYSICAL THERAPY- PLASTIC AND RECONSTRUCTIVE SURGERY- PROFESSIONAL DEVELOPMENT AND SIMULATION- PSYCHIATRY AND BEHAVIORAL HEALTH- PULMONARY AND CRITICAL CARE MEDICINE- RADIATION ONCOLOGY- SURGICAL CRITICAL CARE- TRANSPLANTATION- TRAUMA CENTER- TRAVEL AND TROPICAL MEDICINE- UROLOGYRESEARCH ENGAGEMENT AT LHMCADVANCING MEDICINE THROUGH DISCOVERY, RESEARCH AND INNOVATION IS THE MISSION OF THE RESEARCH PROGRAM AT LHMC. ITS FOCUS CENTERS ON BRINGING THE LATEST THERAPEUTICS TO THE CLINIC, EVALUATING AND IMPLEMENTING PREVENTATIVE INTERVENTIONS FOR THE PURPOSE OF IMPROVING HEALTH OUTCOMES, ASSESSING THE QUALITY AND EFFECTIVENESS OF MEDICAL CARE, AND TRANSFORMING THE PRACTICE OF MEDICINE THROUGH SCIENTIFIC DISCOVERY. EXAMPLES OF RESEARCH ENGAGEMENT AT LHMCHIGHLIGHTED BELOW ARE A FEW EXAMPLES OF THE TRANSFORMATIVE RESEARCH CONDUCTED AT LHMC. THE DETAIL BELOW IS DESIGNED TO PROVIDE THE READER WITH A TASTE OF THE MANY CONTRIBUTIONS LHMC IS MAKING TO PATIENT CARE TODAY AND TOMORROW.
EXPLORING REAL WORLD DATA TO CHANGE MEDICAL PRACTICE UNDER THE LEADERSHIP OF DRS. FREDERIC RESNIC AND ZOHER GHOGAWALA, THE COMPARATIVE EFFECTIVENESS RESEARCH INSTITUTE (CERI) AT LHMC UTILIZES REAL-WORLD DATA TO EVALUATE THE IMPACT OF MEDICAL DEVICES USED TO TREAT CARDIOVASCULAR DISEASE, AND TO COMPARE THE EFFECTIVENESS OF NEUROSURGICAL DEVICES. THEIR RESEARCH IS FOCUSED ON MEDICAL DEVICE SAFETY AND IMPROVING PATIENT OUTCOMES. CERI HAS BEEN THE RECIPIENT OF NUMEROUS FEDERAL AWARDS TO STUDY THE PERFORMANCE AND LONG-TERM SAFETY SURVEILLANCE OF IMPLANTABLE MEDICAL DEVICES. IN COLLABORATION WITH RESEARCHERS AT VANDERBILT UNIVERSITY MEDICAL CENTER, AND WITH SUPPORT FROM THE NATIONAL INSTITUTES OF HEALTH, DR. RESNIC AND HIS TEAM DEVELOPED AN ANALYTIC STRATEGY TO MEASURE LEARNING EFFECTS ON DEVICE OUTCOMES. THIS RESEARCH SEEKS TO INTEGRATE INTO A LARGER FRAMEWORK THE IMPACT OF PROVIDER LEARNING AND INTRINSIC DEVICE SAFETY SIGNALING, THEREBY FURTHER SOLIDIFYING THE CURRENT MEDICAL DEVICE SAFETY SURVEILLANCE APPROACHES, AND REFINING OUTCOME MEASUREMENTS. IN PARTNERSHIP WITH AN INDEPENDENT MEDICAL DEVICE RESEARCH ORGANIZATION, AND WITH SUPPORT FROM THE FOOD AND DRUG ADMINISTRATION, CERI HAS BEEN SERVING AS A TECHNICAL ADVISOR AND DATA PARTNER IN THE DESIGN AND DEVELOPMENT OF AN ACTIVE SAFETY SURVEILLANCE NETWORK HUB. THE HUB AIMS TO ENABLE NATIONAL NETWORK PARTNERS TO COLLABORATE ON FUTURE MEDICAL DEVICE SURVEILLANCE PROJECTS. A GROUNDBREAKING STUDY PUBLISHED IN THE JOURNAL OF THE AMERICAN COLLEGE OF CARDIOLOGY: CLINICAL ELECTROPHYSIOLOGY (DOI: 10.1016/J.JACEP.2023.06.008) CONDUCTED BY A TEAM OF RESEARCHERS FROM THE LHMC DIVISION OF CARDIOVASCULAR MEDICINE UTILIZING THE TRINETX RESEARCH NETWORK HAS FOUND THAT SODIUM-GLUCOSE COTRANSPORTER 2 INHIBITORS (SGLT2-IS) SUBSTANTIALLY DECREASE THE RECURRENCE OF ATRIAL FIBRILLATION (AF) IN PATIENTS WITH TYPE 2 DIABETES MELLITUS (DM) WHO HAVE UNDERGONE CATHETER ABLATION. THE RESEARCH INVOLVED THE ANALYSIS OF DATA FROM TWO PROPENSITY-MATCHED COHORTS OF 2,225 PATIENTS EACH, TO EVALUATE THE IMPACT OF BASELINE SGLT2-I USE ON AF RECURRENCE. THE PRIMARY OUTCOME MEASURED INCLUDED THE NEED FOR CARDIOVERSION, NEW ANTIARRHYTHMIC DRUG (AAD) THERAPY, OR REPEAT AF ABLATION. SECONDARY OUTCOMES INCLUDED HEART FAILURE EXACERBATIONS, ISCHEMIC STROKE, ALL-CAUSE HOSPITALIZATION, AND DEATH OVER A 12-MONTH FOLLOW-UP PERIOD. THE FINDINGS REVEALED THAT SGLT2-I USE WAS ASSOCIATED WITH A 32% REDUCTION IN THE RISK OF THE PRIMARY OUTCOME (ADJUSTED OR: 0.68; 95% CI: 0.602-0.776; P < 0.0001) AND A HIGHER PROBABILITY OF EVENT-FREE SURVIVAL AT 12 MONTHS (HR: 0.85, 95% CI: 0.77-0.95; P = 0.003). WHILE SECONDARY OUTCOMES WERE GENERALLY LOWER IN THE SGLT2-I GROUP, THE INCIDENCE OF ISCHEMIC STROKE DID NOT SIGNIFICANTLY DIFFER BETWEEN THE TWO GROUPS. THIS STUDY HIGHLIGHTS THE POTENTIAL BENEFITS OF SGLT2 INHIBITORS IN MANAGING AF RECURRENCE IN DIABETIC PATIENTS POST-ABLATION. FINDINGS SUGGEST THAT SGLT2-IS COULD PLAY A CRUCIAL ROLE IN IMPROVING OUTCOMES FOR THIS HIGH-RISK PATIENT POPULATIONTHE PREVALENCE OF INTERSTITIAL LUNG ABNORMALITIES (ILA) AND THE ASSOCIATION WITH CLINICALLY SIGNIFICANT OUTCOMES INCLUDING MORTALITY, HOSPITALIZATIONS, CANCER AND INTERSTITIAL LUNG DISEASE (ILD) DIAGNOSIS WAS EXAMINED IN LHMC'S LARGE CT LUNG CANCER SCREENING PROGRAM. 1699 SUBJECTS MET INCLUSION CRITERIA. 41 (2.4%) HAD ILA AND 101 (5.9%) HAD INDETERMINATE ILA ON BASELINE CTS. ILD WAS DIAGNOSED IN 10 (24.4%) OF 41 WITH ILA ON BASELINE CT WITH A MEAN TIME FROM BASELINE CT TO DIAGNOSIS OF 4.47 2.72 YEARS. ON MULTIVARIABLE MODELING, THE PRESENCE OF ILA REMAINED A SIGNIFICANT PREDICTOR OF DEATH, HR 3.87 (2.07, 7.21; P < 0.001) WHEN ADJUSTED FOR AGE, SEX, BMI, PACK YEARS AND ACTIVE SMOKING, BUT NOT OF LUNG CANCER AND ALL-CAUSE HOSPITAL ADMISSION. APPROXIMATELY 50% WITH BASELINE ILA HAD PROGRESSION ON THE LONGITUDINAL SCAN. THIS RESEARCH DEMONSTRATED THAT ILA IDENTIFIED ON BASELINE LUNG CANCER SCREENING EXAMS ARE ASSOCIATED WITH ALL-CAUSE MORTALITY AND A SIGNIFICANT PROPORTION OF PATIENTS WITH ILA ARE SUBSEQUENTLY DIAGNOSED WITH ILD AND HAVE CT PROGRESSION ON LONGITUDINAL SCANS.COVID RESEARCHAS THE COVID-19 PUBLIC HEALTH EMERGENCY CAME TO AN END, LHMC CONTINUED TO PRODUCE ORIGINAL, THOUGHT PROVOKING RESEARCH. A RECENT STUDY PUBLISHED IN CRITICAL CARE SHED LIGHT ON THE ESCALATING USE OF MECHANICAL CARDIOPULMONARY RESUSCITATION (MCPR) DURING IN-HOSPITAL CARDIAC ARREST (IHCA) AMID THE COVID-19 PANDEMIC. LED BY A TEAM IN THE DIVISION OF PULMONARY AND CRITICAL CARE MEDICINE, THIS INVESTIGATION UNDERSCORES THE EVOLVING LANDSCAPE OF RESUSCITATION STRATEGIES IN RESPONSE TO THE GLOBAL HEALTH CRISIS. ANALYZING DATA FROM THE AMERICAN HEART ASSOCIATION'S GET WITH THE GUIDELINES RESUSCITATION DATABASE, THE STUDY OBSERVED A SIGNIFICANT RISE IN MCPR UTILIZATION FROM 2.4% TO 6.0% BETWEEN JANUARY 2019 AND DECEMBER 2021. NOTABLY, MANY INSTITUTIONS EMBRACED MCPR FOR THE FIRST TIME DURING THIS PERIOD, MARKING A NOTABLE SHIFT IN RESUSCITATION PRACTICES. WITH THE PANDEMIC PROMPTING HEIGHTENED CONCERNS FOR HEALTHCARE WORKER SAFETY, THE AMERICAN HEART ASSOCIATION RECOMMENDED MCPR AS A MEANS TO MITIGATE EXPOSURE TO AEROSOLIZED VIRUS DURING CPR PROCEDURES. THIS GUIDANCE LIKELY FUELED THE RAPID ADOPTION OF MCPR ACROSS HEALTHCARE FACILITIES, WITH 6.5% OF HOSPITALS EXPERIENCING A SUBSTANTIAL INCREASE IN MCPR CASES. WHILE TRIALS HAVE YET TO DEFINITIVELY ESTABLISH THE SUPERIORITY OF MCPR OVER MANUAL CPR IN THE IN-HOSPITAL SETTING, THIS STUDY UNDERSCORES THE URGENT NEED FOR FURTHER RESEARCH TO INFORM RESUSCITATION PROTOCOLS EFFECTIVELY. DR. SARJU GANATRA, A CLINICAL INVESTIGATOR FROM THE LHMC DIVISION OF CARDIOVASCULAR MEDICINE, IN COLLABORATION WITH RESEARCHERS FROM BRIGHAM AND WOMEN'S HOSPITAL AND HARVARD MEDICAL SCHOOL, PUBLISHED A HIGH-IMPACT STUDY IN CLINICAL INFECTIOUS DISEASES (DOI: 10.1093/CID/CIAD400), WHICH REVEALED THAT THE USE OF ORAL NIRMATRELVIR AND RITONAVIR (PAXLOVID) SIGNIFICANTLY REDUCES THE RISK OF EMERGENCY DEPARTMENT VISITS, HOSPITALIZATION, AND MORTALITY IN VACCINATED ADULTS AGED 18-50 DIAGNOSED WITH COVID-19. THE COHORT STUDY, WHICH ANALYZED DATA FROM 86,119 PATIENTS WITHIN THE TRINETX DATABASE, COMPARED 2,547 PATIENTS WHO RECEIVED PAXLOVID TO A MATCHED CONTROL GROUP. RESULTS INDICATED A 30% RELATIVE RISK REDUCTION IN ADVERSE OUTCOMES FOR THOSE TREATED WITH PAXLOVID, WITH THE NUMBER NEEDED TO TREAT (NNT) BEING 47. PARTICULARLY NOTABLE BENEFITS WERE OBSERVED IN SUBGROUPS WITH SERIOUS COMORBIDITIES SUCH AS CANCER (NNT = 45), CARDIOVASCULAR DISEASE (NNT = 30), AND BOTH CONDITIONS (NNT = 16). CONVERSELY, NO SIGNIFICANT BENEFITS WERE FOUND FOR PATIENTS WITH ONLY CHRONIC LOWER RESPIRATORY DISORDERS LIKE ASTHMA OR COPD, OR THOSE WITHOUT SERIOUS COMORBIDITIES. THIS STUDY UNDERSCORES THE IMPORTANCE OF IDENTIFYING HIGH-RISK PATIENTS WHO COULD BENEFIT THE MOST FROM PAXLOVID. FINDINGS SUGGEST THAT WHILE PAXLOVID IS BENEFICIAL FOR MANY, ITS OVERPRESCRIPTION, ESPECIALLY IN LOWER-RISK GROUPS, SHOULD BE AVOIDED, SO THAT VITAL TREATMENTS REMAIN AVAILABLE FOR THOSE WHO REALLY NEED THEM AND ARE NOT WASTED ON THOSE WHO STAND TO GAIN NO BENEFIT.TRANSLATING DISCOVERY RESEARCH INTO CLINICAL SOLUTIONS THE IAN C. SUMMERHAYES CELL AND MOLECULAR BIOLOGY (ICSCMB) LAB AT LHMC PERFORMS TRANSLATIONAL RESEARCH AND DURING LHMC'S FISCAL YEAR ENDED SEPTEMBER 30, 2023 FOCUSED ON FIVE DISEASES: BLADDER CANCER, BREAST CANCER, KIDNEY CANCER, LUNG CANCER, AND URETHRAL STRICTURE DISEASE. THE BREAST, BLADDER, AND KIDNEY CANCER RESEARCH WAS FOCUSED ON THE MECHANISMS OF ACTION OF DYSREGULATED MICRORNAS AND PROTEINS IN AGGRESSIVE TUMORS. LHMC RESEARCHERS EXAMINED PROTEINS AND THE ROLES THEY MAY HAVE IN THE METASTATIC PROCESS, IN PARTICULAR, CELL PROLIFERATION MIGRATION, AND INVASION.
THE KIDNEY CANCER RESEARCH PROJECT INVESTIGATED THE PERFORMANCE OF DROPLET DIGITAL PCR (DDPCR) COMPARED TO QRT- PCR IN IDENTIFYING MIRNA BIOMARKERS THAT DIFFERENTIATE MALIGNANT FROM BENIGN RENAL MASSES. POTENTIAL BIOMARKERS OF RCC WERE IDENTIFIED FROM A LITERATURE REVIEW. RNA WAS EXTRACTED FROM THE PLASMA OF 56 PATIENTS. ALL THE SAMPLES UNDERWENT ANALYSIS VIA DDPCR AS WELL AS QRT-PCR, AND EXPRESSION LEVELS WERE RECORDED FOR THE FOLLOWING MIRNAS: MIR-93, -144, -210, -221, AND -222. TUMORS WERE GROUPED INTO LOW-GRADE CCRCC, HIGH-GRADE CCRCC, PAPILLARY RCC, AND BENIGN MASSES (PRIMARILY ANGIOMYOLIPOMA). THE MIRNA MIR-210 (P = 0.034) AND THE COMBINATION OF MIRS-210 AND MIR-222 (P = 0.003) WERE EXPRESSED AT SIGNIFICANTLY HIGHER RATES AMONG THOSE WITH RCC THAN THOSE WITH BENIGN MASSES, AS MEASURED BY DDPCR. USING THE COMBINATION OF MIR-210 AND MIR-222, DDPCR IDENTIFIED SIGNIFICANT DIFFERENCES BETWEEN THE SUBGROUPS: PAPILLARY RCC VERSUS BENIGN (P = 0.03), LOW-GRADE CCRCC VERSUS BENIGN (P = 0.026), AND HIGH-GRADE CCRCC VERSUS BENIGN (P = 0.002). THE ONLY SIGNIFICANT DIFFERENCE BETWEEN THESE SUBGROUPS USING QRT-PCR WAS BETWEEN HIGH-GRADE CCRCC AND BENIGN (P = 0.045). ALL THE AUCS WERE SIGNIFICANT WHEN COMPARING EACH RCC SUBGROUP WITH BENIGN FOR BOTH PCR TECHNOLOGIES. THIS STUDY SHOWED THAT USING A COMBINATION OF MIR-210 AND MIR-222, DDPCR IDENTIFIED SIGNIFICANT DIFFERENCES BETWEEN BENIGN AND MALIGNANT RENAL MASSES THAT WERE NOT IDENTIFIED AS SIGNIFICANT BY CONVENTIONAL QRT-PCR.ADDITIONAL LHMC RESEARCHERS INVESTIGATED THE ROLE OF MIRNA AND GENE EXPRESSION IN LICHEN SCLEROSUS (LS), WHICH IS A CHRONIC INFLAMMATORY CONDITION THAT CAN LEAD TO MALE URETHRAL STRICTURE DISEASE (USD). LS USD IS CHARACTERIZED BY SCARRING OF THE URETHRA, AND ITS PATHOPHYSIOLOGY IS POORLY UNDERSTOOD. IDENTIFYING NON-INVASIVE BIOMARKERS THAT DISTINGUISH LS INDUCED FROM NON-LS INDUCED URETHRAL STRICTURES WOULD HAVE BROAD IMPLICATIONS FOR THE DIAGNOSIS, COUNSELING, AND TREATMENT OF URETHRAL STRICTURE DISEASE (USD). IN ADDITION, IDENTIFYING THE DYSREGULATED GENES INVOLVED IN THIS DISEASE IS CRUCIAL TO BETTER UNDERSTANDING ITS CAUSE. LHMC RESEARCHERS ALSO CONTINUE TO FOCUS THEIR EFFORTS ON SEVERAL PROJECTS IN LUNG CANCER WITH THE GOAL TO DEVELOP AN ACCURATE NASAL BIOMARKER INTEGRATING EXPRESSION PROFILING OF GENES AND MIRNA, CLINICAL VARIABLES, AND NODULE CHARACTERISTICS IN ORDER TO DISTINGUISH EARLY LUNG MALIGNANCIES FROM BENIGN PULMONARY NODULES. WE ARE ALSO WORKING ON A STUDIES TO DEVELOP AN UNDERSTANDING OF THE GENETIC CHANGES RESULTING IN AGGRESSIVE LIFE THREATENING LUNG CANCER.LHMC RESEARCHERS CONTRIBUTED TO A STUDY THAT SOUGHT TO VALIDATE A CLINICAL-GENOMIC CLASSIFIER DEVELOPED USING WHOLE-TRANSCRIPTOME SEQUENCING OF NASAL EPITHELIAL CELLS FROM PATIENTS WITH A PN 30 MM WHO SMOKE OR HAVE PREVIOUSLY SMOKED. THE RESEARCHERS WERE ASSESSING IF THE PROBABILITY OF LUNG CANCER (PCA) IN INDIVIDUALS WITH A PULMONARY NODULE (PN) AND A HISTORY OF SMOKING CAN BE PREDICTED BY A CLASSIFIER THAT USES CLINICAL FACTORS AND GENOMIC DATA FROM NASAL EPITHELIAL CELLS OBTAINED BY CYTOLOGIC BRUSHING. MACHINE LEARNING WAS USED TO TRAIN A CLASSIFIER USING GENOMIC AND CLINICAL FEATURES ON 1,120 PATIENTS WITH PNS LABELED AS BENIGN OR MALIGNANT ESTABLISHED BY A FINAL DIAGNOSIS OR A MINIMUM OF 12 MONTHS OF RADIOGRAPHIC SURVEILLANCE. THE CLASSIFIER WAS DESIGNED TO YIELD LOW-, INTERMEDIATE-, AND HIGH-RISK CATEGORIES. THE CLASSIFIER WAS VALIDATED IN AN INDEPENDENT SET OF 312 PATIENTS, INCLUDING 63 PATIENTS WITH A PRIOR HISTORY OF CANCER (OTHER THAN LUNG CANCER), COMPARING THE CLASSIFIER PREDICTION WITH THE KNOWN CLINICAL OUTCOME. IN THE PRIMARY VALIDATION SET, SENSITIVITY AND SPECIFICITY FOR LOW-RISK CLASSIFICATION WERE 96% AND 42%, WHEREAS SENSITIVITY AND SPECIFICITY FOR HIGH-RISK CLASSIFICATION WAS 58% AND 90%, RESPECTIVELY. SENSITIVITY WAS SIMILAR ACROSS STAGES OF NON-SMALL CELL LUNG CANCER, INDEPENDENT OF SUBTYPE. PERFORMANCE COMPARED FAVORABLY WITH CLINICAL-ONLY RISK MODELS. ANALYSIS OF 63 PATIENTS WITH PRIOR CANCER SHOWED SIMILAR PERFORMANCE AS DID SUBANALYSES OF PATIENTS WITH LIGHT VS HEAVY SMOKING BURDEN AND THOSE ELIGIBLE FOR LUNG CANCER SCREENING VS THOSE WHO WERE NOT. THE RESEARCH SHOWED THAT THE NASAL CLASSIFIER PROVIDES AN ACCURATE ASSESSMENT OF PCA IN INDIVIDUALS WITH A PN 30 MM WHO SMOKE OR HAVE PREVIOUSLY SMOKED. CLASSIFIER-GUIDED DECISION-MAKING COULD LEAD TO FEWER DIAGNOSTIC PROCEDURES IN PATIENTS WITHOUT CANCER AND MORE TIMELY TREATMENT IN PATIENTS WITH LUNG CANCER.TOGETHER WITH THEIR COLLABORATORS, LHMC INVESTIGATORS ALSO ASSESSED WHETHER PATHOLOGIC CLASSIFICATION IS REPRODUCIBLE AND WHETHER SUBSETS OF ADENOCARCINOMAS PREDICT WORSE OUTCOMES WHEN TREATED BY WEDGE RESECTION COMPARED TO LOBECTOMY. A RETROSPECTIVE COHORT OF 108 RECIPIENTS OF WEDGE RESECTION AND 187 RECIPIENTS OF LOBECTOMY FOR STAGE I/0 LUNG ADENOCARCINOMAS 2.0 CM WAS ASSEMBLED FROM 2 INSTITUTIONS. ALL TUMORS WERE CLASSIFIED BY A SINGLE PATHOLOGIST, AND INTEROBSERVER REPRODUCIBILITY WAS ASSESSED IN A SUBSET (N = 92) BY 5 PATHOLOGISTS. ANGIOINVASIVE ADENOCARCINOMA (21%-27% OF CASES) WAS ASSOCIATED WITH WORSE OUTCOMES WHEN TREATED WITH WEDGE RESECTION COMPARED TO LOBECTOMY (5-YEAR RECURRENCE-FREE SURVIVAL, 57% VS 85% [P = .007]; 5-YEAR DISEASE-FREE SURVIVAL [DSS], 70% VS 90% [P = .043]; 7-YEAR OVERALL SURVIVAL, 37% VS 58% [P = .143]). ADENOCARCINOMA IN SITU (AIS), MINIMALLY INVASIVE ADENOCARCINOMA (MIA), AND LMP EXHIBITED 100% 5-YEAR DSS REGARDLESS OF THE SURGICAL APPROACH. MULTIVARIABLE ANALYSIS SHOWED THAT ANGIOINVASION, TUMOR SIZE, MARGIN STATUS, AND EXTENT OF NODAL SAMPLING WERE SIGNIFICANTLY ASSOCIATED WITH RECURRENCE BUT NOT WITH SURGICAL PROCEDURE. THERE WAS SUBSTANTIAL INTEROBSERVER REPRODUCIBILITY AMONG THE PATHOLOGISTS FOR THE DIAGNOSIS OF ANGIOINVASIVE ADENOCARCINOMA ( = 0.71) AND THE COMBINED INDOLENT AIS/MIA/LMP GROUP ( = 0.74). THE MAJORITY (75%) OF LUNG ADENOCARCINOMAS 2 CM ARE ADEQUATELY MANAGED WITH WEDGE RESECTION; HOWEVER, ANGIOINVASIVE ADENOCARCINOMAS (25%) TREATED BY WEDGE RESECTION WITH SUBOPTIMAL NODAL SAMPLING EXHIBIT POOR OUTCOMES, WITH A 40% TO 45% RATE OF RECURRENCE WITHIN 5 YEARS AND 60% TO 65% OVERALL MORTALITY AT 7 YEARS.LHMC RESEARCHERS TOGETHER WITH COLLABORATORS FROM TUFTS MEDICAL CENTER AND TUFTS UNIVERSITY AIMED TO DEVELOP AND TEST A PROTOTYPE OF A DEEP LEARNING SURGICAL GUIDANCE SYSTEM (CASL) THAT CAN INTRA-OPERATIVE IDENTIFY PERITONEAL SURFACE METASTASES ON ROUTINE LAPAROSCOPY IMAGES. CASL WAS DEVELOPED AND TESTED USING STAGING LAPAROSCOPY IMAGES RECORDED FROM 132 PATIENTS WITH HISTOLOGICALLY-CONFIRMED ADENOCARCINOMA INVOLVING THE GASTROINTESTINAL TRACT. THE DATA INCLUDED IMAGES DEPICTING 4287 VISIBLE PERITONEAL SURFACE LESIONS AND 3650 IMAGE PATCHES OF 365 BIOPSIED PERITONEAL SURFACE LESIONS. THE PROTOTYPE'S DIAGNOSTIC PERFORMANCE WAS COMPARED TO RESULTS FROM A NATIONAL SURVEY EVALUATING 111 ONCOLOGIC SURGEONS IN A SIMULATED CLINICAL ENVIRONMENT. IN A SIMULATED ENVIRONMENT, SURGEONS' ACCURACY OF CORRECTLY RECOMMENDING A BIOPSY FOR METASTASES WHILE OMITTING A BIOPSY FOR BENIGN LESIONS WAS ONLY 52%. IN THIS ENVIRONMENT, THE PROTOTYPE OF A DEEP LEARNING SURGICAL GUIDANCE SYSTEM DEMONSTRATED IMPROVED PERFORMANCE IN IDENTIFYING PERITONEAL SURFACE METASTASES COMPARED TO ONCOLOGIC SURGEONS WITH AN AREA UNDER THE RECEIVER OPERATING CHARACTERISTIC CURVE OF 0.69 (ONCOLOGIC SURGEON) VERSUS 0.78 (CASL) VERSUS 0.79 (HUMAN-COMPUTER COMBINED). A PROPOSED MODEL WOULD HAVE IMPROVED THE IDENTIFICATION OF METASTASES BY 5% WHILE REDUCING THE NUMBER OF UNNECESSARY BIOPSIES BY 28% COMPARED TO CURRENT STANDARD PRACTICE. THE FINDINGS FROM THIS STUDY DEMONSTRATED A PATHWAY FOR AN ARTIFICIAL INTELLIGENCE SYSTEM FOR INTRA-OPERATIVE IDENTIFICATION OF PERITONEAL SURFACE METASTASES, BUT IT STILL REQUIRES ADDITIONAL DEVELOPMENT AND FUTURE VALIDATION IN A MULTI-INSTITUTIONAL CLINICAL SETTING.
UNDER THE LEADERSHIP OF DR. AJAY WAKHLOO, INVESTIGATORS IN THE LHMC IMAGE GUIDED THERAPY LAB UTILIZED STEREOLITHOGRAPHIC 3D PRINTING TECHNOLOGY TO CREATE DISEASE MODELS FOR EVALUATING ENDOVASCULAR DEVICES TO TREAT CEREBRAL ANEURYSMS. IN COLLABORATION WITH INDUSTRY PARTNERS, THE IGT LAB TRANSFORMED DE-IDENTIFIED HUMAN IMAGING DATA INTO LIFELIKE, FUNCTIONAL CEREBROSPINAL FLUID MODELS NECESSARY FOR PRE-CLINICAL ASSESSMENT OF CATHETER-BASED SYSTEMS USED IN ENDOSCOPIC THIRD VENTRICULOSTOMY PROCEDURES. IGT LAB INVESTIGATOR-INITIATED RESEARCH SUPPORTED THROUGH THE ROBERT E. WISE INSTITUTE RESULTED IN THE SUCCESSFUL DEPLOYMENT OF A HEMORRHAGE STROKE MODEL TO EVALUATE THE EFFICACY OF FLOW DIVERTERS IN SLOWING BLEEDING AND MINIMIZING HEMATOMA GROWTH. SUBSEQUENT INDUSTRY PARTNERSHIPS INVOLVED THE FABRICATION OF PATIENT-SPECIFIC CEREBRAL ANEURYSM MODELS, LEADING TO THE IMPROVED USE OF ENDOVASCULAR DEVICES FOR HARD-TO-TREAT CASES. ONE PARTNERSHIP INVOLVED THE QUANTITATIVE CHARACTERIZATION OF THE HUMAN CAROTID SIPHON BY ANALYZING VESSEL ATTRIBUTES SUCH AS TORTUOSITY, CURVATURE, AND TWIST ANGLE IN 25 PATIENTS. THESE EFFORTS AIMED TO PREDICT GEOMETRIC INDICATORS CAUSING FLOW DIVERTER FLATTENING DURING ANEURYSM TREATMENT, THEREBY AIDING IN PREOPERATIVE DECISION-MAKING FOR SUCCESSFUL DEVICE DELIVERY.STUDIES PERFORMED IN THE PLASTIC AND RECONSTRUCTIVE SURGERY LAB INVESTIGATED THE IMPACT OF DIABETIC ADIPOSE-DERIVED STEM CELL (ASCS) IN THE TREATMENT OF DIABETIC WOUNDS. DIABETIC ASCS (DMA) AND NONDIABETIC ASCS WERE ISOLATED FROM DB/DB AND C57BL/6J MICE, AND CHARACTERIZED BY IMMUNOCYTOCHEMISTRY, PROLIFERATION, DIFFERENTIATION, AND GENE EXPRESSION ASSAYS. THE EFFECTS OF BOTH ASCS ON HEALING WERE INVESTIGATED USING 36 MALE 10- TO 12-WEEK-OLD DB/DB MICE. WOUND SIZE WAS MEASURED SEMIWEEKLY UNTIL DAY 28, AND HISTOLOGIC AND MOLECULAR ANALYSES WERE PERFORMED AT DAY 14. BOTH ASCS HAD FIBROBLAST-LIKE MORPHOLOGY AND WERE CD44 + /CD90 + /CD34 - /CD45 - AT PASSAGE 4. COMPARED WITH NONDIABETIC ASCS IN VITRO, DMA PROLIFERATIVE CAPABILITY WAS RESTORED BY PASSAGE 4 (P > 0.05). ALTHOUGH DMA OSTEOGENESIS WAS ATTENUATED (P < 0.01), BOTH ASCS HAD SIMILAR ADIPOGENESIS AND EXPRESSIONS OF PPAR/LPL/OCN/RUNX2 (P > 0.05). IN VIVO EXPERIMENTS SHOWED THAT, COMPARED WITH PHOSPHATE-BUFFERED SALINE CONTROL, BOTH ASCS ARE COMPARABLE IN IMPROVING WOUND HEALING ( P < 0.0001), ANGIOGENESIS ( P < 0.05), EPITHELIAL CELL PROLIFERATION ( P < 0.05), AND GRANULATION TISSUE FORMATION ( P < 0.0001). RESULTS FROM THIS STUDY SHOWED THAT IN BOTH IN VITRO AND IN VIVO MURINE MODELS, DMAS HAVE SHOWN A COMPARABLE THERAPEUTIC CAPACITY TO NORMAL ASCS IN PROMOTING DIABETIC WOUND HEALING BY IMPROVING ANGIOGENESIS, REEPITHELIALIZATION, AND GRANULATION TISSUE FORMATION. THESE RESULTS SUPPORT CLINICAL APPLICATIONS OF AUTOLOGOUS ASCS IN DIABETIC WOUND TREATMENTS. THIS WORK HAS PARTICULAR SURGICAL RELEVANCE AS IT HIGHLIGHTS A THEORETICAL AND CLINICAL PATHWAY TO USE DIABETIC PATIENTS' OWN ASCS TO TREAT THEIR WOUNDS, BYPASSING ANY CONCERNS OF CROSS-HOST SOURCING ISSUES IN REGENERATIVE MEDICINE.IMPORTANT NIH-SPONSORED CLINICAL TRIALSLHMC ONCOLOGISTS CO-LEAD A MULTICENTER NCI-SPONSORED CLINICAL TRIAL ENTITLED "IMMUNE CHECKPOINT INHIBITED TOXICITY (I-CHECKIT): A PROSPECTIVE OBSERVATIONAL STUDY." THE OBJECTIVES OF THE STUDY WERE TO DEVELOP AND INDEPENDENTLY VALIDATE A RISK PREDICTION MODEL FOR COMMON TERMINOLOGY CRITERIA FOR ADVERSE EVENTS (CTCAE) GRADE 3 OR HIGHER NON-HEMATOLOGICAL IMMUNE-RELATED ADVERSE EVENTS (IRAES) IN THE FIRST YEAR OF IMMUNE CHECKPOINT INHIBITOR (ICI)-BASED THERAPY FOR THE TREATMENT OF SOLID TUMORS. THIS STUDY EXAMINED HOW CERTAIN RISK FACTORS (SUCH AS AGE, GENDER, OTHER MEDICAL CONDITIONS, AND THE TYPE OF IMMUNOTHERAPY USED TO TREAT THE CANCER) AFFECT WHETHER A PATIENT WITH A MALIGNANT SOLID TUMOR WILL DEVELOP MILD OR SERIOUS SIDE EFFECTS FROM THE IMMUNOTHERAPY MEDICATIONS. IN ADDITION TO CO-LEADING THE STUDY, LHMC WAS ONE OF THE TOP ACCRUING SITES.LHMC HAS CONTINUED TO BE A KEY MEMBER OF THE NCI-SPONSORED COOPERATIVE CLINICAL TRIALS GROUP SWOG. ONE INITIATIVE LHMC INVESTIGATORS HAVE PLAYED A CRITICAL ROLE IN LEADING IS THE SWOG LUNG COMMITTEE, WHICH IS LEADING EFFORTS TO BETTER ENGAGE COMMUNITY-BASED ONCOLOGISTS. ONE OF THE BEST SUCCESS STORIES TO DATE HAS BEEN THE COMMITTEE'S INVOLVEMENT IN AN INNOVATIVE LUNG CANCER TRIAL KNOWN AS THE S2302 PRAGMATICA-LUNG TRIAL, WHICH WAS DESIGNED TO BE A PRAGMATIC CLINICAL TRIAL AIMED AT ELIMINATING TRADITIONAL BARRIERS TO ENROLL A MORE DIVERSE PATIENT POPULATION. TO DATE, THE RATE OF OVERALL AND MINORITY GROUP ENROLLMENT ON THIS TRIAL HAS FAR EXCEEDED EXPECTATIONS. LHMC ENROLLED THE FIRST THREE PATIENTS ONTO THIS NCI HIGH-PRIORITY TRIAL NATIONALLY AFTER IT OPENED, AND IT REMAINS ONE OF THE TOP ACCRUING SITES NATIONALLY.NIH HAS CREATED THE A NATIONAL NETWORK, NIH STROKENET, TO CONDUCT SMALL AND LARGE CLINICAL TRIALS AND RESEARCH STUDIES TO ADVANCE ACUTE STROKE TREATMENT, STROKE PREVENTION, AND RECOVERY AND REHABILITATION FOLLOWING A STROKE ACROSS THE LIFESPAN. THIS NETWORK OF 27 REGIONAL CENTERS ACROSS THE U.S., IS DESIGNED TO SERVE AS THE INFRASTRUCTURE AND PIPELINE FOR EXCITING NEW POTENTIAL TREATMENTS FOR PATIENTS WITH STROKE AND THOSE AT RISK FOR STROKE. NIH STROKENET ALSO PROVIDES AN EDUCATIONAL PLATFORM FOR STROKE PHYSICIANS, CLINICAL TRIAL COORDINATORS AND STROKE RESEARCHERS. LHMC IS DESIGNATED COMPREHENSIVE STROKE CENTER AND MAIN MEMBER OF THE NEW ENGLAND REGIONAL COORDINATION CENTER (NERCC), WHICH IS A COLLABORATION OF SITES ENCOMPASSING TWELVE OF THE TOP ACADEMIC MEDICAL CENTERS IN NEW ENGLAND. THE NERCC SERVES A LARGE AND DIVERSE PATIENT POPULATION FROM ACROSS NEW ENGLAND, CONSISTENTLY SCORING HIGHLY ON PERFORMANCE MEASURES DEVELOPED BY THE NIH STROKENET. LHMC HAS MADE SIGNIFICANT CONTRIBUTIONS TO NIH STROKENET CLINICAL TRIALS, AND AS A MEMBER OF THE NERCC, IT IS COMMITTED TO RECRUITMENT, RETENTION AND HIGH-QUALITY DATA CAPTURE AS A PARTICIPATING NIH STROKENET CENTER. IT'S CURRENTLY INVOLVED IN 4 NIH STROKENET CLINICAL TRIALS, INCLUDING SATURN, ASPIRE, FASTEST AND VERIFY.FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS GRADUATE MEDICAL EDUCATION LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC OR HOSPITAL) IS COMMITTED TO THE HIGHEST QUALITY MEDICAL CARE. THE ENTIRE LAHEY COMMUNITY RECOGNIZES THAT THIS GOAL CANNOT BE ACCOMPLISHED WITHOUT A COMMITMENT TO EDUCATION. EDUCATIONAL PROGRAMS HAVE BEEN AN INTEGRAL PART OF LAHEY'S MISSION ADVANCING QUALITY PATIENT CARE SINCE ITS FOUNDING IN 1923. LHMC IS AN AFFILIATE FOR TUFTS MEDICAL SCHOOL AND TEACHING PHYSICIANS. THESE PHYSICIANS HOLD FACULTY APPOINTMENTS AT TUFTS AND INSTRUCT THE DOCTORS OF TOMORROW. THE INSTITUTIONAL COMMITMENT TO EDUCATION SUPPORTS PROFESSIONAL GROWTH OPPORTUNITIES AND CONTRIBUTES TO THE GOAL OF PROVIDING OPTIMAL PATIENT CARE. IN ADDITION TO THE RELATIONSHIP WITH TUFTS, LAHEY HAS A NEW AFFILIATION WITH UNIVERSITY OF MASSACHUSETTS (UMASS) CHAN MEDICAL SCHOOL. UMASS CHAN LAHEY, LOCATED AT LAHEY HOSPITAL IN BURLINGTON, MA, IS A NEW REGIONAL CAMPUS OF UMASS CHAN MEDICAL SCHOOL. THE REGIONAL CAMPUS WILL HOST LEAD@LAHEY, AN EXCLUSIVE TRACK AND DEDICATED PATHWAY OF THE T.H. CHAN SCHOOL OF MEDICINE PROGRAM LEADING TO THE MD DEGREE. FACULTY AT THE REGIONAL CAMPUS WILL BE APPOINTED TO THE UMASS CHAN MEDICAL SCHOOL. THE INAUGURAL CLASS OF 2028 WILL MATRICULATE IN AUGUST 2024. LEAD@LAHEY WILL COMMENCE WITH THE ENROLLMENT OF 25 ADDITIONAL STUDENTS TO THE T.H. CHAN SCHOOL OF MEDICINE IN THE INCOMING CLASS OF 2024 AND AN ADDITIONAL 25 STUDENTS PER YEAR THEREAFTER, SUCH THAT AFTER FOUR YEARS THERE WILL BE 100 CHAN MEDICAL STUDENTS ENROLLED IN THE LEAD@LAHEY TRACK. THE MEDICAL EDUCATION DEPARTMENT OVERSEES THE ADMINISTRATIVE FUNCTIONS FOR GRADUATE, UNDERGRADUATE AND ADVANCED PRACTITIONER TRAINING PROGRAMS AND ITS CONTINUING MEDICAL EDUCATION (CME) PROGRAM HOLDS ACCREDITATION WITH COMMENDATION FROM THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION. INTELLECTUAL STIMULATION PRODUCED IN AN ENVIRONMENT OF TEACHING AND LEARNING ENHANCES THE HOSPITAL'S ABILITY TO ENSURE THAT THE REQUIREMENTS FOR CURRICULA, SCHOLARLY ACTIVITY AND THE GENERAL COMPETENCIES CAN BE MET. DURING THE FISCAL YEAR COVERED BY THIS FILING, LHMC HAD NET EXPENDITURES OF $26,964,530 REPORTED ON THIS SCHEDULE H, PART I, LINE 7F RELATED TO THE HOSPITAL'S TEACHING FUNCTION WHICH REPRESENTED 2.5% OF THE HOSPITAL'S TOTAL EXPENSES. ACGME ACCREDITED GME PROGRAMS -- RESIDENCYLAHEY CLINIC HOSPITAL, INC. SPONSORS NINE RESIDENCY AND ELEVEN FELLOWSHIP PROGRAMS THAT TRAINS 170 RESIDENTS AND FELLOWS. THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) APPROVED THESE PROGRAMS LISTED BELOW.
- ACGME ACCREDITED RESIDENCY PROGRAMS - ANESTHESIOLOGY- COLON RECTAL SURGERY- GENERAL SURGERY- INTERNAL MEDICINE- NEUROLOGY (TUFTS PROGRAM)- PLASTIC & RECONSTRUCTIVE SURGERY (INTEGRATED)- PLASTIC & RECONSTRUCTIVE SURGERY (INDEPENDENT)- DIAGNOSTIC RADIOLOGY- UROLOGY- ACGME ACCREDITED FELLOWSHIP PROGRAMS: - CARDIOLOGY- CARDIOLOGY CLINICAL CARDIAC ELECTROPHYSIOLOGY- CARDIOLOGY INTERVENTIONAL - MICROGRAPHIC SURGERY & DERMATOLOGIC ONCOLOGY- INTERVENTIONAL RADIOLOGY- ENDOCRINOLOGY- GASTROENTEROLOGY- TRANSPLANT HEPATOLOGY- NEUROLOGY EMG (TUFTS)- HAND SURGERY (ORTHOPEDIC)- PULMONARY & CRITICAL CARE MEDICINELHMC ALSO SERVES AS THE TEACHING SITE FOR A CLINICAL NEUROPHYSIOLOGY PROGRAM UNDER THE SPONSORSHIP OF TUFTS MEDICAL CENTER.ADDITIONAL INFORMATION ON LHMC'S CORE RESIDENCY PROGRAMS IS BELOW.NON-ACCREDITED GME PROGRAMS -- FELLOWSHIPS- ADDITIONAL TRAINING OPPORTUNITIES FOR UP TO 15 TRAINEES ARE OFFERED IN MULTIPLE SPECIALTIES THAT INCLUDE FELLOWSHIPS IN - ADVANCED ENDOSCOPY (THERAPEUTIC ENDOCRINOLOGY)- ANESTHESIOLOGY TRANSPLANT- BARIATRIC SURGERY- BEHAVIORAL NEUROLOGY & NEUROPSYCHIATRY- BREAST IMAGING / WOMEN'S HEALTH- CARDIOLOGY ADVANCED STRUCTURAL HEART- CARDIOLOGY - VASCULAR MEDICINE - GYNECOLOGY MINIMALLY INVASIVE (PELVIC SURGERY)- INTERVENTIONAL NEURORADIOLOGY- INTERVENTIONAL PULMONOLOGY- NEUROSURGERY SPINE- OPHTHALMOLOGY CORNEA- OPHTHALMOLOGY GLAUCOMA- OPHTHALMOLOGY RETINAL SURGERY- RECONSTRUCTIVE UROLOGIC SURGERY- SLEEP MEDICINE- STROKE- TRANSPLANT AND HPB SURGERYTHE HOSPITAL ALSO HOSTS ROTATING RESIDENTS AND FELLOWS IN ANESTHESIOLOGY, DERMATOLOGY, EMERGENCY MEDICINE, GYNECOLOGY, HEMATOLOGY/ONCOLOGY, INFECTIOUS DISEASE, INTERNAL MEDICINE, NEUROLOGY, NEUROSURGERY, OPHTHALMOLOGY, OTOLARYNGOLOGY, ORTHOPAEDIC SURGERY, CARDIOTHORACIC SURGERY AND SURGICAL TRANSPLANT AND SERVES AS A ROTATION SITE FOR RESIDENTS AND FELLOWS FROM MULTIPLE LOCAL HOSPITALS INCLUDING, TUFTS MEDICAL CENTER, MASSACHUSETTS GENERAL HOSPITAL, BOSTON MEDICAL CENTER, ST. ELIZABETH'S HOSPITAL AND LEMUEL SHATTUCK HOSPITAL. THESE ACCOUNT FOR OVER 200 ROTATIONS PER YEAR.CORE ACGME ACCREDITED RESIDENCY PROGRAMSINTERNAL MEDICINETHE INTERNAL MEDICINE PROGRAM IS THE LARGEST RESIDENCY PROGRAM WITH 43 RESIDENTS, INCLUDING 12 CATEGORICAL AND 6 PRELIMINARY INTERNS. AS HEALTHCARE IS RAPIDLY CHANGING AND INTERNISTS CARE FOR PATIENTS IN A VARIETY OF SETTINGS WITH A WIDE-RANGE OF MEDICAL CONDITIONS, THE HOSPITAL'S TRAINING PROGRAM'S MISSION IS TO PROVIDE RESIDENTS WITH THE SKILLS NECESSARY TO THRIVE IN THIS CHANGING MEDICAL ENVIRONMENT. RESIDENTS CARE FOR PATIENTS ACROSS A WIDE SPECTRUM OF DISEASE IN AN EFFICIENT SYSTEM INCLUSIVE OF ACTIVE FACULTY MEMBERS, SUPPORTIVE ADMINISTRATION, AND CONSCIENTIOUS ANCILLARY STAFF. THE PROGRAM ALSO OFFERS RESIDENTS THE OPPORTUNITY TO PARTICIPATE IN OTHER ASPECTS OF HOSPITAL AND AMBULATORY CLINIC ACTIVITIES, INCLUDING SERVING ON COMMITTEES, SERVING ON FOCUS GROUPS FOR THE RESIDENCY AND PARTICIPATING IN QUALITY IMPROVEMENT PROJECTS.GENERAL SURGERYLHMC'S DIVISION OF SURGERY HAS 80 FULL-TIME FACULTY WHO CONTRIBUTE TO THE TRAINING OF FIVE CATEGORICAL GENERAL SURGERY RESIDENTS PER YEAR. IN EACH SPECIALTY, INCLUDING GENERAL SURGERY, RESIDENTS ACQUIRE THE SKILLS AND KNOWLEDGE NECESSARY TO BECOME COMPETENT AND SKILLED INDEPENDENT GENERAL SURGEONS.SURGICAL SPECIALTIES ARE WELL ESTABLISHED, WITH FACULTY COMBINING BUSY CLINICAL PRACTICES WITH STRONG ACADEMIC CREDENTIALS. IN FIELDS WHERE REGIONAL CENTERS CONCENTRATE ON PARTICULAR TYPES OF DISEASE SUCH AS PENETRATING TRAUMA AND PEDIATRIC SURGERY LHMC'S RESIDENTS ROTATE TO THESE REGIONAL CENTERS TO BROADEN THEIR EXPOSURE. LHMC'S OUTPATIENT CLINICS, HOSPITAL AND OPERATING ROOMS ARE UNDER ONE ROOF, SO RESIDENTS CAN READILY PARTICIPATE IN OUTPATIENT EVALUATION, OPERATIVE PROCEDURES, POSTOPERATIVE CARE AND POST-HOSPITAL FOLLOW-UP.UNDER THE SUPERVISION OF ATTENDING STAFF, RESIDENTS ASSUME INCREASED RESPONSIBILITY AS THEY PROGRESS THROUGH THE PROGRAM, INCLUDING TEACHING JUNIOR RESIDENTS AND MEDICAL STUDENTS. THE COMBINATION OF AN ACTIVE EMERGENCY SERVICE WITH 2,400 ANNUAL VISITS, A COMMUNITY-BASED PRACTICE AND WIDE TERTIARY REFERRAL ENSURES EACH RESIDENT WILL SEE A BROAD RANGE OF CASES. ANESTHESIOLOGYTHIS FOUR-YEAR RESIDENCY HAS UP TO EIGHT RESIDENTS PER ANNUAL COHORT. TRAINING OCCURS IN A COLLABORATIVE ENVIRONMENT. OPERATIVE CASES RANGE FROM ROUTINE AMBULATORY PROCEDURES TO COMPLEX NEUROSURGICAL, VASCULAR, CARDIOTHORACIC AND TRANSPLANT SURGERIES. CASE ASSIGNMENTS ARE INDIVIDUALIZED TO EACH RESIDENT'S ABILITY AND LEVEL OF TRAINING. THE DEPARTMENT OF ANESTHESIOLOGY AT LHMC AND THE AMBULATORY SURGERY CENTER, LAHEY MEDICAL CENTER PEABODY, COMBINED ADMINISTER MORE THAN 25,000 ANESTHETICS ANNUALLY AND THE VARIETY AND COMPLEXITY OF CASES PROVIDE A RICH ENVIRONMENT FOR RESIDENCY TRAINING.DIAGNOSTIC RADIOLOGY LHMC IN BURLINGTON IS A LEVEL 1 TRAUMA CENTER. RESIDENTS BECOME ACCOMPLISHED IN THE TECHNIQUES OF BASIC RADIOGRAPHY, FLUOROSCOPY, IMAGE INTERPRETATION, AND RADIATION PROTECTION AS WELL AS ROUTINE CT, MRI, AND ULTRASOUND STUDIES INCLUDING BRAIN, SPINE, EXTREMITIES, CHEST AND ABDOMINAL CASES. LHMC PERFORMS STATE-OF-THE-ART CT AND MR ANGIOGRAPHY (NEUROVASCULAR, CARDIAC, AND PERIPHERAL VASCULAR IMAGING). A DEDICATED 3-D IMAGING LABORATORY ALLOWS FOR THE MANIPULATION OF IMAGES TO BETTER INTERPRET STUDIES, WHICH INCREASES THE RESIDENTS' LEVEL OF KNOWLEDGE AND EXPERIENCE. LHMC HAS INSTALLED SIMILAR SOFTWARE AT ALL RADIOLOGY PACS STATIONS WHICH PROVIDES RESIDENTS WITH TREMENDOUS HANDS-ON TRAINING IN THE USE OF 3-D POST-PROCESSING SOFTWARE. RESIDENTS ALSO HAVE THE OPPORTUNITY TO TRAIN IN ADVANCED SUBSPECIALTY IMAGING, OFTEN RESERVED FOR FELLOWS IN OTHER DEPARTMENTS (I.E., CT COLONOGRAPHY, BREAST MRI, LUNG SCREENING, ETC.).UROLOGYTHE UROLOGY PROGRAM CONSISTS OF FIVE CLINICAL YEARS VERTICALLY INTEGRATED WITH GRADED RESPONSIBILITY FOR PATIENT CARE. IN ADDITION TO ACGME ACCREDITATION, THIS TRAINING PROGRAM MEETS ALL THE REQUIREMENTS OF THE AMERICAN BOARD OF UROLOGY (ABU) RESIDENTS BECOME FAMILIAR WITH THE PHYSIOLOGY AND PATHOPHYSIOLOGY OF UROLOGIC DISEASES AND HAVE A DEDICATED ROTATION IN THE BASIC SCIENCE RESEARCH LAB AS WELL AS CLINICAL TRAINING FOCUSING INITIALLY ON BASIC UROLOGY INCLUDING ENDOSCOPY, INPATIENT CONSULTS AND EARLY EXPOSURE TO ROBOTICS AND PROGRESSES TO EXPERIENCE WITH MORE COMPLEX ENDOSCOPIC PROCEDURES AS WELL AS PERFORMING MAJOR AND MINOR OPERATIVE PROCEDURES. THE FIFTH YEAR OF THIS PROGRAM IS SPENT AS A CHIEF RESIDENT AT LHMC. THE CHIEF RESIDENT SPENDS THE YEAR BECOMING PROFICIENT IN MAJOR OPERATIVE PROCEDURES AND IS RESPONSIBLE FOR ORGANIZING EDUCATIONAL CONFERENCES. THE CHIEF RESIDENTS SUPERVISE AND COORDINATE THE JUNIOR RESIDENTS AS WELL AS MEDICAL STUDENTS. THIS INCREASING LEVEL OF INDEPENDENCE PREPARES THE CHIEF RESIDENTS FOR THE TRANSITION TO FELLOWSHIP OR INDEPENDENT PRACTICE.EXAMPLES OF THE HOSPITAL'S ACGME ACCREDITED FELLOWSHIP PROGRAMS GASTROENTEROLOGY FELLOWSHIPTHE GASTROENTEROLOGY FELLOWSHIP IS A THREE-YEAR WHERE FELLOWS GAIN PROFICIENCY IN ALL AREAS OF GASTROENTEROLOGY AND HEPATOLOGY. APPROXIMATELY EIGHTEEN MONTHS ARE SPENT ON THE GASTROENTEROLOGY SERVICE, WHICH COMPRISES THE INPATIENT SERVICE FOR PATIENTS ADMITTED WITH PRIMARY GASTROINTESTINAL DISORDERS, AS WELL AS THE CONSULTATION SERVICE. THE HOSPITAL IS A BUSY LIVER TRANSPLANT CENTER, AND TRAINEES SPEND A TOTAL OF SIX MONTHS ON THE INPATIENT LIVER SERVICE CARING FOR PATIENTS WITH COMPLICATED LIVER DISEASE. FELLOWS MAINTAIN THEIR OWN CONTINUITY CLINIC, WHICH MEETS WEEKLY FOR THREE YEARS. FELLOWS ALSO ROTATE INTO IBD AND HEPATOLOGY OUTPATIENT CLINICS DURING THEIR THIRD YEAR. ROTATIONS IN ENDOSCOPY, CLINICAL RESEARCH, MOTILITY AND NUTRITION ARE ALSO PART OF THE EDUCATIONAL EXPERIENCE. THERE IS A RICH CONFERENCE SCHEDULE INCLUDING DIDACTIC LECTURES, INSTRUCTION IN PATHOLOGY AND RADIOLOGY, AND CASE DISCUSSIONS AND FELLOWS HAVE MULTIPLE OPPORTUNITIES FOR TEACHING OF RESIDENTS AND MEDICAL STUDENTS. GRADUATING FELLOWS ARE WELL SUITED FOR A CAREER IN ACADEMIC CLINICAL GASTROENTEROLOGY.PULMONARY AND CRITICAL CARE MEDICINE FELLOWSHIPPULMONARY AND CRITICAL CARE MEDICINE FELLOWSHIP INCLUDES TRAINING IN INTERVENTIONAL PULMONOLOGY AND PREPARATION FOR CERTIFICATION IN BOTH PULMONARY MEDICINE AND CRITICAL CARE MEDICINE. ROTATIONS ARE SCHEDULED IN THE MEDICAL AND SURGICAL INTENSIVE CARE UNITS.FELLOWS WORK DIRECTLY WITH PULMONARY AND CRITICAL CARE MEDICINE PROFESSIONALS AND ALSO INTERACT WITH PHYSICIANS AND TRAINEES IN ANESTHESIOLOGY, CARDIOTHORACIC SURGERY, GENERAL SURGERY, INTERNAL MEDICINE AND ITS SUBSPECIALTIES, NEUROLOGY, NEUROSURGERY, ORTHOPAEDIC SURGERY AND UROLOGY. RESEARCH OPPORTUNITIES ARE AN ESSENTIAL PART OF THE TRAINING AND SIX MONTHS SPACED THROUGHOUT THE FELLOWSHIP ARE SET ASIDE SPECIFICALLY FOR RESEARCH.
ADVANCED PRACTITIONER PROGRAM PHYSICIAN ASSISTANT AND NURSE PRACTITIONER STUDENTS FROM SEVERAL LOCAL COLLEGES AND UNIVERSITIES ROTATE TO MULTIPLE DEPARTMENTS THROUGHOUT THE LHMC AS PART OF THEIR EDUCATIONAL EXPERIENCE.ADVANCED PRACTICE EDUCATION IS INTRINSIC TO LHMC'S TRADITION OF PATIENT-CENTERED CARE. THE ADVANCED PRACTICE COUNCIL OVERSEES THE PROFESSIONAL PRACTICE AND DEVELOPMENT OF THE ADVANCE PRACTITIONERS WHILE LEARNING AND TRAINING AT LHMC AND ASSURES THAT THE MEDICAL STAFF, NURSING DEPARTMENT, HOSPITAL ADMINISTRATION, AND PHYSICIAN LEADERS ARE CONNECTED IN THEIR SUPPORT OF OUR ADVANCED PRACTICE PROVIDERS AND THEIR STUDENTS. OUR TEAM MODEL ENSURES A SEAMLESS, COORDINATED APPROACH TO PATIENT CARE.ADDITIONAL INFORMATION REGARDING PROMOTING THE HEALTH OF THE COMMUNITY (SCHEDULE H, PART VI, QUESTIONS 5 AND 6)AFFILIATED HEALTH CARE SYSTEMAS NOTED BELOW AND THROUGHOUT THIS FILING, LAHEY CLINIC 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 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 38,000 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 (LAHEY CLINIC HOSPITAL). 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, 2023THE QUANTIFICATION IN THIS SCHEDULE H PART 1 QUESTION 7 IN THIS FILING REFLECTS ONLY THE FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST OF LAHEY CLINIC HOSPITAL AND AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC 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. MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS. PAYMENTS FROM MEDICARE DO NOT COVER THE COST OF SERVICES PROVIDED. ALL BILH HOSPITALS PROVIDE CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, THE COST OF PROVIDING CARE TO MEDICARE PATIENTS ACROSS BILH EXCEEDED PAYMENTS RECEIVED FOR PROVIDING THAT CARE, RESULTING IN A COMBINED SHORTFALL EXCEEDING $144 MILLION RELATED TO TREATING MEDICARE PATIENTS. 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 PROVIDED 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 WHICH LEFT 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, 2023IN 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.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.-- CCA CHCS INCLUDE BOWDOIN STREET HEALTH CENTER, CHARLES RIVER COMMUNITY HEALTH, THE DIMOCK CENTER, FENWAY HEALTH, AND SOUTH COVE COMMUNITY HEALTH CENTER. -- 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 SERVICESTHE 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. 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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number
04-2704686
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) BURLINGTON COUNCIL ON AGING
61 CENTER ST
BURLINGTON,MA01803
77-0395654 TOWN OF BURLINGTON 155,177 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(2) BURLINGTON YOUTH AND FAMILY SERVICES
33 CENTER STREET 2ND FLOOR
BURLINGTON,MA01803
TOWN OF BURLINGTON 28,956 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(3) CITY OF PEABODY
24 LOWELL STREET
PEABODY,MA01960
04-6001407 CITY OF PEABODY 90,000 0     COMMUNITY & INFRASTRUCTURE SUPPORT
(4) HOUSING CORPORATION OF ARLINGTON
252 MASSACHUSETTS AVE
ARLINGTON,MA02474
04-2944144 501(C)(3) 30,000 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(5) LOWELL COMMUNITY HEALTH CENTER
161 JACKSON STREET
LOWELL,MA01852
04-2881348 501(C)(3) 20,000 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(6) MERRIMACK VALLEY FOOD BANK
PO BOX 8638
LOWELL,MA01852
22-3241609 501(C)(3) 8,000 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(7) MILL CITY GROWS
650 SUFFOLK ST
LOWELL,MA01854
47-2096070 501(C)(3) 25,000 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(8) MINUTEMAN SENIOR SERVICES
26 CROSBY DR
BEDFORD,MA01730
04-2587212 501(C)(3) 22,090 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(9) TUFTS UNIVERSITYNEW ENTRY SUSTAINABLE FARMING PRGRM
733 CABOT ST
BEVERLY,MA01915
04-2103634 501(C)(3) 55,500 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(10) NORTH SHORE COMMUNITY HEALTH CENTER
27 CONGRESS ST
SALEM,MA01970
04-2610447 501(C)(3) 15,000 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(11) PLACE OF PROMISE
PO BOX 1132
LOWELL,MA01852
04-3233151 501(C)(3) 15,000 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(12) SAHELI
PO BOX 1345
BURLINGTON,MA01803
03-0547972 501(C)(3) 30,000 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(13) THE CENTER FOR HOPE AND HEALINGINC
21 GEORGE ST
LOWELL,MA01852
04-2732721 501(C)(3) 15,000 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(14) TOWN OF BURLINGTON
29 CENTER ST
BURLINGTON,MA01803
46-0011040 TOWN OF BURLINGTON 296,000 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(15) YMCA OF GREATER BOSTON-NORTH SUBURBAN BRANCH
137 LEXINGTON ST
WOBURN,MA01801
04-2103551 501(C)(3) 22,544 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
(16) YMCA OF METRO NORTH--TORIGIAN BRANCH
2 CENTENNIAL DRIVE SUITE 2A UPPER
LEVEL
PEABODY,MA01960
04-2105883 501(C)(3) 18,000 0     CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
16
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
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: AS PREVIOUSLY NOTED IN THE FILING, LAHEY CLINIC HOSPITAL (LCH) MAINTAINS STRONG RELATIONSHIPS WITH MANY PARTNERS AND LCH WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFIT MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS. LCH ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS.
Schedule I (Form 990) 2022



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
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
Yes
 
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
1TABB MD KEVIN
TTEE (EX OFFICIO) & CEO (EX-OFF)
(i)

(ii)
0
-------------
2,103,982
0
-------------
0
0
-------------
403,253
0
-------------
257,320
0
-------------
42,597
0
-------------
2,807,152
0
-------------
0
2KERNDL JOHN
TREAS (EX-OFF) (EVP & CFO, BILH)
(i)

(ii)
0
-------------
1,068,846
0
-------------
100,000
0
-------------
132,617
0
-------------
4,985
0
-------------
29,424
0
-------------
1,335,872
0
-------------
0
3LONGWORTH MD DAVID
TRUSTEE (EX-OFFICIO) & PRESIDENT
(i)

(ii)
0
-------------
983,712
0
-------------
0
0
-------------
126,821
0
-------------
7,320
0
-------------
24,455
0
-------------
1,142,308
0
-------------
0
4RIOS CINDY
TREAS (EX-OFF) (INTERIM CFO, BILH)
(i)

(ii)
0
-------------
574,544
0
-------------
174,475
0
-------------
53,027
0
-------------
188,510
0
-------------
32,426
0
-------------
1,022,982
0
-------------
0
5KATZ ESQ JAMIE
CLERK (EX-OFFICIO)
(i)

(ii)
0
-------------
794,826
0
-------------
0
0
-------------
103,367
0
-------------
7,320
0
-------------
8,544
0
-------------
914,057
0
-------------
0
6STAIN MD STEVEN
DEPT OF SURGERY CHAIR
(i)

(ii)
817,427
-------------
0
0
-------------
0
-15,953
-------------
0
31,552
-------------
0
38,511
-------------
0
871,537
-------------
0
0
-------------
0
7MOURTZINOS MD ARTHUR P
TRUSTEE; UROLOGIST
(i)

(ii)
0
-------------
729,021
0
-------------
0
0
-------------
19,368
0
-------------
24,280
0
-------------
24,073
0
-------------
796,742
0
-------------
0
8JOHNSON MD MS FACP ELIZABETH
PRES, BILH PRIMARY CARE
(i)

(ii)
0
-------------
665,978
0
-------------
0
0
-------------
-10,563
0
-------------
7,320
0
-------------
38,057
0
-------------
700,792
0
-------------
0
9BENNETT KEVIN
CFO, ASST TREAS (EXOFF), INTERIM COO
(i)

(ii)
470,220
-------------
0
63,200
-------------
0
1,780
-------------
0
127,953
-------------
0
24,593
-------------
0
687,746
-------------
0
0
-------------
0
10KEITZ MD SHERI
CHAIR OF DEPARTMENT OF MEDICINE
(i)

(ii)
571,974
-------------
0
0
-------------
0
15,352
-------------
0
31,552
-------------
0
31,292
-------------
0
650,170
-------------
0
0
-------------
0
11CREIGHTON MD MALCOLM
HOSP BASED SVCS & EMERG MED CHAIR
(i)

(ii)
0
-------------
570,401
0
-------------
0
0
-------------
-13,961
0
-------------
35,849
0
-------------
32,890
0
-------------
625,179
0
-------------
0
12LIESCHING MD TIMOTHY
SR VP & CHIEF MEDICAL OFFICER
(i)

(ii)
537,719
-------------
0
0
-------------
0
1,850
-------------
0
32,235
-------------
0
51,782
-------------
0
623,586
-------------
0
0
-------------
0
13MOSENTHAL MD ANNE
CHIEF ACADEMIC OFFICER
(i)

(ii)
539,717
-------------
0
0
-------------
0
7,620
-------------
0
34,072
-------------
0
36,880
-------------
0
618,289
-------------
0
0
-------------
0
14HUNTER MD ALICE A
TRUSTEE; ORTHOPAEDIC SURGEON
(i)

(ii)
0
-------------
508,111
0
-------------
0
0
-------------
5,853
0
-------------
31,620
0
-------------
31,029
0
-------------
576,613
0
-------------
0
15SORCINI MD ANDREA P
TTEE (EX-OFF); MSA PRES & UROLOGIST
(i)

(ii)
0
-------------
481,887
0
-------------
0
0
-------------
-14,725
0
-------------
44,035
0
-------------
1,635
0
-------------
512,832
0
-------------
0
16SRINIVASAN MD JAYASHRI
TRUSTEE; DIVISION CHAIR NEUROLOGY
(i)

(ii)
414,472
-------------
0
0
-------------
0
28,775
-------------
0
31,474
-------------
0
28,684
-------------
0
503,405
-------------
0
0
-------------
0
17GALVIN RN MSN TRACY A
SVP, CNO - LHMC
(i)

(ii)
373,177
-------------
0
0
-------------
0
14,503
-------------
0
31,252
-------------
0
30,415
-------------
0
449,347
-------------
0
0
-------------
0
18AQUINO MD PATRICK
TTEE; LCI DIVISION CHAIR, PSYCHIATRY
(i)

(ii)
0
-------------
392,045
0
-------------
0
0
-------------
15,532
0
-------------
23,009
0
-------------
1,577
0
-------------
432,163
0
-------------
0
19WINGER MD CHRISTINE
TRUSTEE, PHYSICIAN
(i)

(ii)
0
-------------
402,530
0
-------------
17,199
0
-------------
-74,631
0
-------------
32,684
0
-------------
30,312
0
-------------
408,094
0
-------------
0
20HALVORSEN PER H
DIRECTOR, PHYSICS
(i)

(ii)
291,275
-------------
0
0
-------------
0
72,954
-------------
0
27,916
-------------
0
12,084
-------------
0
404,229
-------------
0
0
-------------
0
21LEW JOHN
VP, HUMAN RESOURCES BUSINESS PARTNER
(i)

(ii)
0
-------------
325,561
0
-------------
0
0
-------------
37,051
0
-------------
637
0
-------------
32,404
0
-------------
395,653
0
-------------
0
22ROBINSON MPH MBA JASON
VP HOSPITAL SVCS & ACADEMIC AFFAIRS
(i)

(ii)
330,884
-------------
0
0
-------------
0
522
-------------
0
24,280
-------------
0
35,824
-------------
0
391,510
-------------
0
0
-------------
0
23ANTONIADES EFSTATHIOS
FORMER COO
(i)

(ii)
212,100
-------------
0
0
-------------
0
394
-------------
0
160,493
-------------
0
14,588
-------------
0
387,575
-------------
0
0
-------------
0
24BOWEN-BENITICH MBA BRIGITTE
VP SURGICAL SERVICES
(i)

(ii)
339,134
-------------
0
0
-------------
0
800
-------------
0
26,194
-------------
0
2,708
-------------
0
368,836
-------------
0
0
-------------
0
25SENARIAN EMILY
VP MED SVCS & AMBULATORY PERFORMANCE
(i)

(ii)
339,998
-------------
0
0
-------------
0
348
-------------
0
16,866
-------------
0
1,844
-------------
0
359,056
-------------
0
0
-------------
0
26PARRILLO JULIA
VP, PHILANTHROPY
(i)

(ii)
302,722
-------------
0
0
-------------
0
1,342
-------------
0
8,534
-------------
0
32,037
-------------
0
344,635
-------------
0
0
-------------
0
27CANTRELL PAUL
VP FACILITIES OPERATIONS
(i)

(ii)
278,825
-------------
0
0
-------------
0
3,581
-------------
0
31,124
-------------
0
29,696
-------------
0
343,226
-------------
0
0
-------------
0
28SACKOS TARA L
RAPID RESPONSE REGISTERED NURSE
(i)

(ii)
252,458
-------------
0
28,752
-------------
0
4,330
-------------
0
21,066
-------------
0
35,746
-------------
0
342,352
-------------
0
0
-------------
0
29RUDDOCK CYNTHIA S
TERTIARY CARE LEADER, PEABODY
(i)

(ii)
262,373
-------------
0
0
-------------
0
7,248
-------------
0
37,530
-------------
0
31,133
-------------
0
338,284
-------------
0
0
-------------
0
30VILLANUEVA MD ANDREW G
TRUSTEE, CHIEF QUALITY OFFICER
(i)

(ii)
385,277
-------------
0
0
-------------
0
-122,100
-------------
0
32,511
-------------
0
33,184
-------------
0
328,872
-------------
0
0
-------------
0
31STAPLETON THOMAS F
CHIEF PERFUSION CARDTHRACIC SURG
(i)

(ii)
265,282
-------------
0
0
-------------
0
9,816
-------------
0
11,452
-------------
0
29,837
-------------
0
316,387
-------------
0
0
-------------
0
32D'AGOSTINO MD RICHARD S
TRUSTEE, PHYSICIAN
(i)

(ii)
0
-------------
259,628
0
-------------
0
0
-------------
-27,351
0
-------------
35,607
0
-------------
43,071
0
-------------
310,955
0
-------------
0
33CRAWFORD MD BETSEY
TTEE; PHYSICIAN, INTERNAL MEDICINE
(i)

(ii)
0
-------------
238,175
0
-------------
0
0
-------------
11,414
0
-------------
25,047
0
-------------
4,040
0
-------------
278,676
0
-------------
0
34FANTASIA MSN RN LESLEY
INTERIM CHIEF NURSING OFFICER
(i)

(ii)
203,540
-------------
0
0
-------------
0
822
-------------
0
26,219
-------------
0
23,175
-------------
0
253,756
-------------
0
0
-------------
0
35GALLAGHER DENIS W
FRMR PRES, BILH PRIMARY CARE
(i)

(ii)
0
-------------
136,247
0
-------------
0
0
-------------
102,337
0
-------------
3,323
0
-------------
7,979
0
-------------
249,886
0
-------------
0
36CONNELLY CPA MBA MICHAEL
CFO & ASST TREAS (EX-OFF)
(i)

(ii)
207,100
-------------
0
0
-------------
0
0
-------------
0
1,856
-------------
0
0
-------------
0
208,956
-------------
0
0
-------------
0
37TABERNER MIKAELA
ASSISTANT CLERK (EX-OFFICIO)
(i)

(ii)
0
-------------
158,696
0
-------------
500
0
-------------
127
0
-------------
11,107
0
-------------
21,003
0
-------------
191,433
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
SCHEDULE J, PART I LINE 1A, TAX INDEMNIFICATION AND GROSS-UP PAYMENTS FROM TIME TO TIME AND UNDER CERTAIN CIRCUMSTANCES, LAHEY CLINIC HOSPITAL, 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, ACROSS BILH 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. SCHEDULE J, PART I LINE 3, CEO AND PRESIDENT COMPENSATION LAHEY CLINIC HOSPITAL, INC.'S CHIEF EXECUTIVE OFFICER AND PRESIDENT ARE EMPLOYED THROUGH BETH ISRAEL LAHEY HEALTH (BILH), WHICH AS NOTED THROUGHOUT THIS FILING, IS THE DIRECT OR INDIRECT SOLE MEMBER OF LAHEY CLINIC HOSPITAL, INC. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF LAHEY CLINIC HOSPITAL, INC. AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, 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 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. SCHEDULE J, PART I, LINE 4B, NON-QUALIFIED PLANS 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, 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: ANNA JAQUES HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, BETH ISRAEL DEACONESS HOSPITAL MILTON 457(B) PLAN, BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN, BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, LAHEY CLINIC FOUNDATION, INC. 457(B) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, SENIOR MANAGEMENT AND DEFINED MEDICAL STAFF, MOUNT AUBURN HOSPITAL 457(B) DEFERRED COMPENSATION PLAN, NEW ENGLAND BAPTIST HOSPITAL 457(B) PLAN, THE JORDAN HEALTH SYSTEMS, INC. ELIGIBLE DEFERRED COMPENSATION PLAN, WINCHESTER HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, EXETER HEALTH RESOURCES, INC. 457(B) RETIREMENT SAVINGS PLAN, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 457(B) DEFERRED COMPENSATION PLAN. THESE PLANS ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS AND PURSUANT TO THE PLANS, 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.
SCHEDULE J, PART I, LINE 7, NON-FIXED PAYMENTS 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. ADDITIONAL EXPLANATORY NOTES: 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, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 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 CONTRIBUTION TO PENSION PLAN 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, DISABILITY INSURANCE ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW. ANTONIADES, EFSTATHIOS -FORMER CHIEF OPERATION OFFICER - LAHEY CLINIC FOUNDATION, INC. -FORMER CHIEF OPERATING OFFICER - LAHEY CLINIC HOSPITAL, INC. -FORMER CHIEF OPERATING OFFICER - LAHEY CLINIC, INC. -FORMER TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. DR. ANTONIADES' TERM ENDED IN THE ABOVE POSITIONS ON MAY 15, 2022 DURING THE PRIOR FISCAL PERIOD. 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. DEFERRED COMPENSATION IN THE AMOUNT OF $138,000 INCLUDED IN THIS FILING FOR DR. ANTONIADES RELATES TO MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2022, WERE NOT FUNDED, WERE 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. AQUINO, M.D., PATRICK -TRUSTEE, DIVISION CHAIR, PSYCHIATRY - LAHEY CLINIC HOSPITAL, INC. -TRUSTEE, DIVISION CHAIR, PSYCHIATRY - LAHEY CLINIC, INC -TRUSTEE - LAHEY CLINIC FOUNDATION, INC. BENNETT, KEVIN -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. -TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TERM EXPIRED ON JUNE 22, 2023. IN ADDITION, MR. BENNETT SERVED IN THE FOLLOWING ROLES FOR THE PERIOD MAY 15, 2022 JANUARY 11, 2023: -INTERIM CHIEF OPERATING OFFICER - LAHEY CLINIC FOUNDATION, INC. -INTERIM CHIEF OPERATING OFFICER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -INTERIM CHIEF OPERATING OFFICER - LAHEY CLINIC, INC. UNLESS OTHERWISE STATED, MR. BENNETT SERVED IN THE ABOVE POSITIONS THROUGH JUNE 18, 2023. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MR. BENNETT INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $63,200. DEFERRED COMPENSATION IN THE AMOUNT OF $94,800 IS INCLUDED IN THIS FILING FOR MR. BENNETT. THAT AMOUNT 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.
BOWEN-BENITICH, BRIGITTE -VICE PRESIDENT SURGICAL SERVICES - LAHEY CLINIC HOSPITAL -VICE PRESIDENT SURGICAL SERVICES - LAHEY CLINIC, INC. CANTRELL, PAUL -VICE PRESIDENT FACILITIES OPERATIONS - LAHEY CLINIC HOSPITAL, INC. -VICE PRESIDENT FACILITIES OPERATIONS - LAHEY CLINIC, INC. -VICE PRESIDENT FACILITIES OPERATIONS - LAHEY CLINIC FOUNDATION, INC. CONNELLY, CPA, MBA, MICHAEL DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, MR. CONNELLY HELD THE FOLLOWING POSITIONS: -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. -INTERIM CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION -INTERIM CHIEF FINANCIAL OFFICER - NORTHEAST MEDICAL PRACTICE, INC. MR. CONNELLY COMMENCED HIS POSITIONS AS CFO AND ASSISTANT TREASURE (EX-OFFICIO) FOR THE LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER AND THE LAHEY CLINIC FOUNDATION ON JUNE 18, 2023. PRIOR TO THAT TIME HE SERVED AS INTERIM CFO FOR NORTHEAST HOSPITAL CORPORATION AND NORTHEAST MEDICAL PRACTICE, INC. FROM JANUARY 29, 2023 THROUGH JUNE 18, 2023. PRIOR TO HOLDING THOSE ROLES, HE SERVED AS THE INTERIM CFO FOR THE LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER AND THE LAHEY CLINIC FOUNDATION, INC UNTIL JANUARY 29, 2023. CRAWFORD M.D., BETSEY -TRUSTEE - LAHEY CLINIC FOUNDATION, INC. -TRUSTEE - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -TRUSTEE - LAHEY CLINIC, INC. -INTERNAL MEDICINE PHYSICIAN - LAHEY CLINIC, INC. CREIGHTON, M.D., MALCOLM -CHAIR, HOSPITAL BASED SERVICES AND EMERGENCY MEDICINE - LAHEY CLINIC HOSPITAL, INC. -CHAIR, HOSPITAL BASED SERVICES AND EMERGENCY MEDICINE - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. CREIGHTON INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(29,960). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $50,460 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. OTHER REPORTABLE COMPENSATION FOR MALCOLM CREIGHTON, M.D. INCLUDES COMBINED PTO PAID OUT IN THE AMOUNT OF $11,058. D'AGOSTINO, M.D., RICHARD S. -TRUSTEE, PHYSICIAN - LAHEY CLINIC FOUNDATION, INC. -TRUSTEE, PHYSICIAN - LAHEY CLINIC HOSPITAL, INC. -TRUSTEE, PHYSICIAN - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. D'AGOSTINO INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(37,068). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $57,568 IMPACTING THE NONQUALIFIED BALANCE. FANTASIA, LESLEY -INTERIM CHIEF NURSING OFFICER - LAHEY CLINIC HOSPITAL, INC. - TERM BEGAN ON MAY 30, 2023 AS NOTED, MS. FANTASIA SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. ACCORDINGLY, SINCE MS. FANTASIA DID NOT BEGIN SERVING IN HIS POSITIONS UNTIL CALENDAR YEAR 2023, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. GALLAGHER, DENNIS W. -FORMER TRUSTEE (EX-OFFICIO),TREAS PRES BILHPC - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -FORMER PRESIDENT, BILH PRIMARY CARE NETWORK - BETH ISRAEL LAHEY HEALTH, INC. -FORMER PRESIDENT, BILH PRIMARY CARE - LAHEY CLINIC HOSPITAL, INC. -FORMER PRESIDENT, BILH PRIMARY CARE - LAHEY CLINIC, INC. -FORMER TREASURER & TRUSTEE (PRESIDENT, BILHPC) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION -FORMER PRESIDENT, BILH PRIMARY CARE - NORTHEAST MEDICAL PRACTICE, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. GALLAGHER INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $100,266. INCLUDED IN THIS AMOUNT ARE DISTRIBUTIONS OF $80,766. GALVIN, RN, MSN, TRACY A. -SENIOR VICE PRESIDENT, CHIEF NURSING OFFICER - LAHEY CLINIC HOSPITAL, INC. - THROUGH APRIL 28, 2023 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. GALVIN INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $12,697. INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $7,303 IMPACTING THE NONQUALIFIED BALANCE. HALVORSEN, PER -DIRECTOR, PHYSICS LAHEY CLINIC HOSPITAL, INC. OTHER REPORTABLE COMPENSATION FOR PER HALVORSEN INCLUDES COMBINED PTO PAID OUT IN THE AMOUNT OF $71,680. HUNTER, M.D., ALICE A -TRUSTEE; ORTHOPAEDIC SURGEON - LAHEY CLINIC FOUNDATION, INC. -TRUSTEE; ORTHOPAEDIC SURGEON - LAHEY CLINIC HOSPITAL, INC. -TRUSTEE; ORTHOPAEDIC SURGEON - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. HUNTER INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(13,101). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $33,601 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. JOHNSON, M.D., M.S., FACP, ELIZABETH H. DR. JOHNSON SERVED IN THE POSITIONS BELOW FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2023 UNLESS OTHERWISE NOTED BELOW. -PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK -PRESIDENT, BOARD CHAIR, TREASURER (EX-OFFICIO), & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - DR. JOHNSON SERVED AS TREASURER UNTIL MARCH 31, 2023 -PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. 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 DR. JOHNSON INCLUDES CHANGE IN VALUE OF NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(16,338).
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)RAND 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. KEITZ, M.D., SHERI -CHAIR OF DEPARTMENT OF MEDICINE - LAHEY CLINIC HOSPITAL, INC. -CHAIR OF DEPARTMENT OF MEDICINE - LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION FOR DR. KEITZ INCLUDES COMBINED PTO PAID OUT IN THE AMOUNT OF $11,154. KERNDL, JOHN UNLESS OTHERWISE NOTED BELOW, MR. KERNDL HELD THE FOLLOWING POSITIONS THROUGH DECEMBER 31, 2022: -EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. -TRUSTEE AND TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. -TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. -TREASURER - CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. -TRUSTEE, TREASURER (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. -TREASURER (EX-OFFICIO) - THE JORDAN HEALTH SYSTEMS, INC. -TREASURER (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES, INC. -TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. -TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -TREASURER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -TRUSTEE AND TREASURER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. -TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL -TREASURER (EX-OFFICIO) MOUNT AUBURN PROFESSIONAL SERVICES -ASSISTANT TREASURER (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP -TREASURER (EX-OFFICIO) - BID - MILTON PHYSICIAN ASSOCIATES, INC. -TREASURER (EX-OFFICIO) - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. -TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL -TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION -TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. -TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION -TRUSTEE (EX-OFFICIO), TREASURER(EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. -TRUSTEE (EX-OFFICIO), TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION -TREASURER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. -TRUSTEE AND TREASURER (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. -TREASURER (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. -TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL -DIRECTOR (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. -TRUSTEE (EX-OFFICIO), TREASURER (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. -TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. -MANAGING DIRECTOR - BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC -MANAGING DIRECTOR, TREASURER - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC -TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION, LLC -TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE NETWORK, LLC -ASSISTANT TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -TREASURER (EX-OFFICIO) - JOSLIN CLINIC, INC. -TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. 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. KERNDL INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $109,434. OF THIS AMOUNT, $89,934 WAS UNVESTED AT SEPTEMBER 30, 2023. OTHER REPORTABLE COMPENSATION FOR MR. KERNDL ALSO INCLUDES $7,961 RELATED TO TEMPORARY HOUSING. LEW, JOHN -VP, HUMAN RESOURCES BUSINESS PARTNER - LAHEY CLINIC HOSPITAL, INC. -VP, HUMAN RESOURCES BUSINESS PARTNER - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. LEW INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $966. INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $27 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. LIESCHING, M.D., TIMOTHY -TRUSTEE - BETH ISRAEL LAHEY HEALTH, INC. -SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC, INC. -SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC FOUNDATION, INC. -SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER DR. LIESCHING 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 FOR DR. LIESCHING INCLUDES A CHANGE IN VALUE OF HIS NONQUALIFIED RETIREMENT PLAN BALANCE IN THE AMOUNT OF $(627).
LONGWORTH, M.D., DAVID DR. LONGWORTH SERVED IN THE POSITIONS NOTED BELOW THROUGH DECEMBER 31,2022 UNLESS OTHERWISE NOTED: -CHAIR, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK -PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC, INC. -PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -PRESIDENT (EX-OFFICIO), TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM ENDED ON DECEMBER 1, 2022. -PRESIDENT (EX-OFFICIO), TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM ENDED ON DECEMBER 1, 2022. -TRUSTEE CAB HEALTH & RECOVERY SERVICES, INC. -TRUSTEE HEALTH & EDUCATION HOUSING SERVICES, INC -TRUSTEE - NORTHEAST BEHAVIORAL HEALTH CORPORATION 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 DR. LONGWORTH INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $58,310. INCLUDED IN THIS AMOUNT IS A DISTRIBUTION FROM A NONQUALIFIED PLAN IN THE AMOUNT OF $89,152 AND AN UNREALIZED LOSS IN THE AMOUNT OF $50,342. MOFFATT-BRUCE, M.D., PH.D., SUSAN DR. MOFFATT-BRUCE BEGAN SERVING IN THE FOLLOWING POSITIONS AS OF MARCH 1, 2023: -PRESIDENT & TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -PRESIDENT & TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -PRESIDENT & TRUSTEE (EX-OFFICIO) - LAHEY CLINIC, INC. AS NOTED, DR. MOFFATT-BRUCE 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. ACCORDINGLY, SINCE DR. MOFFATT-BRUCE DID NOT BEGIN SERVING IN HER POSITIONS UNTIL CALENDAR YEAR 2023, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. MOSENTHAL, M.D., ANNE -CHIEF ACADEMIC OFFICER - LAHEY CLINIC HOSPITAL, INC. -CHIEF ACADEMIC OFFICER - LAHEY CLINIC, INC. MOURTZINOS M.D., ARTHUR P. -TRUSTEE AND PHYSICIAN - LAHEY CLINIC FOUNDATION, INC -TRUSTEE AND PHYSICIAN - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -TRUSTEE AND PHYSICIAN - LAHEY CLINIC, INC. -UROLOGIST - LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION FOR ARTHUR P. MOURTZINOS, M.D. INCLUDES A PAYOUT OF PTO IN THE AMOUNT OF $11,585. PARRILLO, JULIA -VP, PHILANTHROPY - LAHEY CLINIC HOSPITAL, INC. -VP, DEVELOPMENT - LAHEY CLINIC FOUNDATION, INC. 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. ROBINSON, MPH, MBA, JASON -VP HOSPITAL SERVICES AND ACADEMIC AFFAIRS - LAHEY CLINIC HOSPITAL, INC. -VP HOSPITAL SERVICES AND ACADEMIC AFFAIRS - LAHEY CLINIC, INC.
RUDDOCK, CYNTHIA -TERTIARY CARE LEADER, PEABODY - LAHEY CLINIC HOSPITAL, INC. OTHER REPORTABLE COMPENSATION ALSO INCLUDES A PAYOUT FOR PTO IN THE AMOUNT OF $5,904. SACKOS, TARA -RAPID RESPONSE REGISTERED NURSE - LAHEY CLINIC HOSPITAL, INC. OTHER REPORTABLE COMPENSATION ALSO INCLUDES A PAYOUT FOR PTO IN THE AMOUNT OF $4,188. SENARIAN, EMILY -VP MEDICAL SERVICES AND AMBULATORY PERFORMANCE - LAHEY CLINIC, INC. -VP MEDICAL SERVICES AND AMBULATORY PERFORMANCE - LAHEY CLINIC HOSPITAL, INC. SORCINI, M.D., ANDREA P. -TRUSTEE (EX-OFFICIO); - LAHEY CLINIC FOUNDATION, INC. -TRUSTEE (EX-OFFICIO); MSA PRESIDENT AND UROLOGIST - LAHEY CLINIC HOSPITAL, INC. -TRUSTEE (EX-OFFICIO); MSA PRESIDENT AND UROLOGIST - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. SORCINI INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(19,612). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $40,112 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. SRINIVASAN M.D., JAYASHRI -TRUSTEE, - LAHEY CLINIC FOUNDATION, INC. -TRUSTEE, DIVISION CHAIR NEUROLOGY - LAHEY CLINIC HOSPITAL, INC. -TRUSTEE, DIVISION CHAIR NEUROLOGY - LAHEY CLINIC, INC. -NEUROLOGIST - LAHEY CLINIC, INC. STAIN, M.D., STEVEN -DEPT OF SURGERY CHAIR - LAHEY CLINIC HOSPITAL, INC. -DEPT OF SURGERY CHAIR - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. STAIN INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(38,637). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $59,137 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. OTHER REPORTABLE COMPENSATION ALSO INCLUDES A PAYOUT FOR PTO IN THE AMOUNT OF $16,346. STAPLETON, THOMAS -CHIEF PERFUSION CARDIAC THRACIC SURGERY - LAHEY CLINIC HOSPITAL, INC. OTHER REPORTABLE COMPENSATION ALSO INCLUDES A PAYOUT FOR PTO IN THE AMOUNT OF $9,615. 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. TABERNER, MIKAELA -ASSOCIATE GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH -ASSISTANT CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -ASSISTANT CLERK (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. -ASSISTANT CLERK (EX-OFFICIO) - LAHEY CLINIC, INC. VILLANUEVA, M.D., ANDREW G -TRUSTEE, CHIEF QUALITY OFFICER - LAHEY CLINIC FOUNDATION, INC. -TRUSTEE, CHIEF QUALITY OFFICER LAHEY CLINIC HOSPITAL, INC. -TRUSTEE, CHIEF QUALITY OFFICER - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. VILLANUEVA INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(127,663). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $148,163 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. WINGER, M.D., CHRISTINE -TRUSTEE, PHYSICIAN - LAHEY CLINIC, INC. -TRUSTEE, PHYSICIAN LAHEY CLINIC FOUNDATION, INC. -TRUSTEE, PHYSICIAN - LAHEY CLINIC HOSPITAL, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. WINGER INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(83,370). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $103,783 IMPACTING THE NONQUALIFIED UNVESTED BALANCE.
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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number
04-2704686
Part Ⅰ
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 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584YTK5 07-31-2019 211,922,775 MDFA - SERIES 2019K - SEE PART VI   X   X   X
B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584YJW0 06-26-2018 479,594,374 MDFA - SERIES 2018J-1,J-2 - SEE PART VI   X   X   X
C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584XMT5 05-12-2016 257,611,877 MDFA - SERIES 2016I - SEE PART VI   X   X   X
D MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584XFW6 10-21-2015 262,828,878 MDFA - LAHEY SERIES F - SEE PART VI   X   X   X
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584XDH1 09-02-2015 203,702,204 MDFA - SERIES 2015 H-1 - SEE PART VI   X   X   X
MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY
 
04-2456011 57586CDD4 07-08-2004 30,340,000 MHEFA - WINCHESTER F - ADV REFUND   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 27,790,000 13,875,000 53,195,000 28,000,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 211,922,775 504,358,641 257,618,370 262,953,908
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............       4,857,465
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 2,931,137 4,594,374 2,515,889 3,129,474
8 Credit enhancement from proceeds .............   47,003    
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 19,714,020 499,764,267 19,006,493 94,764,737
11 Other spent proceeds ............. 189,277,638 29,927,552 236,095,988 160,202,232
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2019 2021 2016 2021
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   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 X   X  
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   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 Ⅲ
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   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X     X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   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? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X X     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?     X          
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 % 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 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   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   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   X   X  
Part Ⅳ
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   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X     X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? .........   X X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part Ⅳ
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   X   X
b Name of provider ..........  
 
MORGAN STANLEY
 
 
 
 
 
c Term of hedge .........   2000.0000000000 %    
d Was the hedge superintegrated? ......       X        
e Was the hedge terminated? ........       X        
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   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     X X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
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   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
BOND A, ENTITY 1: PART I, ROW A, COLUMN F: FOR TAX PURPOSES (PURSUANT TO PROPOSED TREASURY REGULATIONS SECTION 1.150-1(D)(2)(II)(C)), THE ISSUE'S PROCEEDS OTHER THAN THOSE ALLOCATED TO COSTS OF ISSUANCE WERE ALLOCATED TO CAPITAL EXPENDITURES ON THE DATE OF CLOSING. THE PRESENTATION SHOWN HERE DEPARTS FROM THE TAX TREATMENT, REFLECTING THE CHARACTERIZATION OF THE TRANSACTION FOR OTHER PURPOSES, AND IS MORE IN ACCORDANCE TO THE FINANCIAL ACCOUNTING PRESENTATION.
BOND B, ENTITY 1: PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $24,764,267 OF INVESTMENT EARNINGS. PART IV, COLUMN B, LINE 2C: FINAL REBATE CALCULATION SHOWING NO REBATE DUE COMPLETED ON 09/30/2023.
BOND C, ENTITY 1: PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998. PART II, COLUMN C, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART IV, COLUMN C, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021.
BOND D, ENTITY 1: PART I, ROW D, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 08/17/2007 AND 07/14/2005. PART II, COLUMN D, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $125,030 OF INVESTMENT EARNINGS. PART IV, COLUMN D, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021.
BOND A, ENTITY 2: PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES (DATED 06/09/2008; 11/30/2005; 07/16/2003; AND 06/04/1998), FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW PART IV, COLUMN A, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019.
BOND B, ENTITY 2: PART I, ROW B, COLUMN A: MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE - REFUND ISSUE DATED 06/28/2000. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW PART IV, ROW 2C, COLUMN B: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 10, 2009.
PART III, LINE 9 AND PART IV, LINE 7: THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP WHICH WAS FORMED IN JUNE 2020. THE MAJORITY OF BILH OBLIGATED GROUP MEMBERS HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH NOT EVERY MEMBER OF THE BILH OBLIGATED GROUP HAS FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURES, THOSE THAT HAVE NOT NEVERTHELESS FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP WHICH WAS FORMED IN JUNE 2020. THE OBLIGATED GROUP INCLUDES THE FOLLOWING ENTITIES: BETH ISRAEL DEACONESS MEDICAL CENTER, INC., MOUNT AUBURN HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC., MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, MOUNT AUBURN PROFESSIONAL SERVICES, INC., LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, AND ANNA JAQUES HOSPITAL. THE OBLIGATED GROUP IS AWARE OF THE INSTRUCTIONS TO SCHEDULE K THAT STATE THAT "IF THE ORGANIZATION HAS ONE OR MORE RELATED ORGANIZATIONS (FOR EXAMPLE, PARENT AND SUBSIDIARY RELATIONSHIP), IT MUST COMPLETE SCHEDULE K (FORM 990) CONSISTENT WITH THE FILINGS(S) OF ITS RELATED ORGANIZATION(S). THE SAME LIABILITY SHOULDN'T BE REPORTED BY MORE THAN ONE OF THE RELATED ORGANIZATIONS." THE OBLIGATED GROUP IS CURRENTLY WORKING TOWARD A DETERMINATION REGARDING THE REPORTING OF TAX-EXEMPT DEBT AMONG ITS MEMBERS WITH RESPECT TO SCHEDULE K. IN THE ABSENCE OF SUCH A DETERMINATION, FOR THE REPORTING PERIOD ENDING ON 09/30/2023, THE OBLIGATED GROUP HAS INCLUDED ALL TAX-EXEMPT BOND ISSUES ON EACH OF ITS MEMBER'S FORM 990 SCHEDULE KS, WHICH IS CONSISTENT WITH THE APPROACH THAT HAS BEEN TAKEN SINCE THE OBLIGATED GROUP'S FORMATION. THE OBLIGATED GROUP INTENDS TO MODIFY ITS FILING POSITION TO BE IN LINE WITH THE INSTRUCTIONS TO SCHEDULE K ON ALL SUBSEQUENT FORM 990S.
Schedule K (Form 990) 2021

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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number
04-2704686
Part Ⅰ
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 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584YTK5 07-31-2019 211,922,775 MDFA - SERIES 2019K - SEE PART VI   X   X   X
B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584YJW0 06-26-2018 479,594,374 MDFA - SERIES 2018J-1,J-2 - SEE PART VI   X   X   X
C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584XMT5 05-12-2016 257,611,877 MDFA - SERIES 2016I - SEE PART VI   X   X   X
D MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584XFW6 10-21-2015 262,828,878 MDFA - LAHEY SERIES F - SEE PART VI   X   X   X
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 57584XDH1 09-02-2015 203,702,204 MDFA - SERIES 2015 H-1 - SEE PART VI   X   X   X
MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY
 
04-2456011 57586CDD4 07-08-2004 30,340,000 MHEFA - WINCHESTER F - ADV REFUND   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 27,790,000 13,875,000 53,195,000 28,000,000
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 211,922,775 504,358,641 257,618,370 262,953,908
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............       4,857,465
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 2,931,137 4,594,374 2,515,889 3,129,474
8 Credit enhancement from proceeds .............   47,003    
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 19,714,020 499,764,267 19,006,493 94,764,737
11 Other spent proceeds ............. 189,277,638 29,927,552 236,095,988 160,202,232
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2019 2021 2016 2021
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   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 X   X  
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   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 Ⅲ
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   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X     X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   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? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X X     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?     X          
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 % 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 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   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   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   X   X  
Part Ⅳ
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   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X     X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? .........   X X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part Ⅳ
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   X   X
b Name of provider ..........  
 
MORGAN STANLEY
 
 
 
 
 
c Term of hedge .........   2000.0000000000 %    
d Was the hedge superintegrated? ......       X        
e Was the hedge terminated? ........       X        
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   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     X X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
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   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
BOND A, ENTITY 1: PART I, ROW A, COLUMN F: FOR TAX PURPOSES (PURSUANT TO PROPOSED TREASURY REGULATIONS SECTION 1.150-1(D)(2)(II)(C)), THE ISSUE'S PROCEEDS OTHER THAN THOSE ALLOCATED TO COSTS OF ISSUANCE WERE ALLOCATED TO CAPITAL EXPENDITURES ON THE DATE OF CLOSING. THE PRESENTATION SHOWN HERE DEPARTS FROM THE TAX TREATMENT, REFLECTING THE CHARACTERIZATION OF THE TRANSACTION FOR OTHER PURPOSES, AND IS MORE IN ACCORDANCE TO THE FINANCIAL ACCOUNTING PRESENTATION.
BOND B, ENTITY 1: PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $24,764,267 OF INVESTMENT EARNINGS. PART IV, COLUMN B, LINE 2C: FINAL REBATE CALCULATION SHOWING NO REBATE DUE COMPLETED ON 09/30/2023.
BOND C, ENTITY 1: PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998. PART II, COLUMN C, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART IV, COLUMN C, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021.
BOND D, ENTITY 1: PART I, ROW D, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 08/17/2007 AND 07/14/2005. PART II, COLUMN D, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $125,030 OF INVESTMENT EARNINGS. PART IV, COLUMN D, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021.
BOND A, ENTITY 2: PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES (DATED 06/09/2008; 11/30/2005; 07/16/2003; AND 06/04/1998), FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW PART IV, COLUMN A, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019.
BOND B, ENTITY 2: PART I, ROW B, COLUMN A: MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE - REFUND ISSUE DATED 06/28/2000. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW PART IV, ROW 2C, COLUMN B: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 10, 2009.
PART III, LINE 9 AND PART IV, LINE 7: THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP WHICH WAS FORMED IN JUNE 2020. THE MAJORITY OF BILH OBLIGATED GROUP MEMBERS HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH NOT EVERY MEMBER OF THE BILH OBLIGATED GROUP HAS FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURES, THOSE THAT HAVE NOT NEVERTHELESS FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP WHICH WAS FORMED IN JUNE 2020. THE OBLIGATED GROUP INCLUDES THE FOLLOWING ENTITIES: BETH ISRAEL DEACONESS MEDICAL CENTER, INC., MOUNT AUBURN HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC., MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, MOUNT AUBURN PROFESSIONAL SERVICES, INC., LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, AND ANNA JAQUES HOSPITAL. THE OBLIGATED GROUP IS AWARE OF THE INSTRUCTIONS TO SCHEDULE K THAT STATE THAT "IF THE ORGANIZATION HAS ONE OR MORE RELATED ORGANIZATIONS (FOR EXAMPLE, PARENT AND SUBSIDIARY RELATIONSHIP), IT MUST COMPLETE SCHEDULE K (FORM 990) CONSISTENT WITH THE FILINGS(S) OF ITS RELATED ORGANIZATION(S). THE SAME LIABILITY SHOULDN'T BE REPORTED BY MORE THAN ONE OF THE RELATED ORGANIZATIONS." THE OBLIGATED GROUP IS CURRENTLY WORKING TOWARD A DETERMINATION REGARDING THE REPORTING OF TAX-EXEMPT DEBT AMONG ITS MEMBERS WITH RESPECT TO SCHEDULE K. IN THE ABSENCE OF SUCH A DETERMINATION, FOR THE REPORTING PERIOD ENDING ON 09/30/2023, THE OBLIGATED GROUP HAS INCLUDED ALL TAX-EXEMPT BOND ISSUES ON EACH OF ITS MEMBER'S FORM 990 SCHEDULE KS, WHICH IS CONSISTENT WITH THE APPROACH THAT HAS BEEN TAKEN SINCE THE OBLIGATED GROUP'S FORMATION. THE OBLIGATED GROUP INTENDS TO MODIFY ITS FILING POSITION TO BE IN LINE WITH THE INSTRUCTIONS TO SCHEDULE K ON ALL SUBSEQUENT FORM 990S.
Schedule K (Form 990) 2021

Additional Data


Software ID:  
Software Version:  

SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( SEE PART II ) X 3 102,507 COST OR SELLING PRIC
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.
FORM 990, SCHEDULE M, PART I, LINE 26: HOSPITAL EQUIPMENT AND SUPPLIES
Schedule M (Form 990) (2022)

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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
Return Reference Explanation
FORM 990, PART III, LINE 1: LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) IS COMMITTED TO PROVIDING SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES AND EXPERIENCES FOR EVERY PATIENT, ADVANCING MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS, AND PROMOTING HEALTH AND WELLNESS IN PARTNERSHIP WITH THE DIVERSE COMMUNITIES SERVED. LHMC ACCOMPLISH THESE MISSIONS IN CONJUNCTION WITH THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES, INCLUDING THE LAHEY CLINIC, AS DESCRIBED FURTHER IN THIS FORM 990. BETH ISRAEL LAHEY HEALTH (BILH) IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND 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. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,800 PHYSICIANS AND 38,000 EMPLOYEES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (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). IN ADDITION, AS OF JULY 1, 2023, BILH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC WHICH IN TURNS SERVES AS THE SOLE MEMBER OF EXETER HOSPITAL. THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES.
FORM 990, PART III, LINE 4A: OUTPATIENT SERVICES LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) OPERATES TWO CAMPUSES, ONE IN BURLINGTON AND A SECOND IN PEABODY. LHMC BURLINGTON, IS A TERTIARY CARE FACILITY AND ACADEMIC MEDICAL CENTER. LHMC, PEABODY, IS A FULL-SERVICE, COMMUNITY-BASED HOSPITAL AND MEDICAL CENTER. LHMC RECOGNIZES THE INCREASING DEMAND FOR EFFICIENT, HIGH-QUALITY, RESPONSIVE HEALTH CARE SERVICES IN THE COMMUNITY. LHMC PROUDLY ADDRESSES THIS NEED BY PROVIDING TOP-QUALITY, SUPERIOR PATIENT CARE THROUGH A WIDE RANGE OF OUTPATIENT SERVICES, INCLUDING ONCOLOGY, RADIOLOGY, PULMONOLOGY, CARDIOLOGY AND UROLOGY AS WELL AS REHABILITATION AND RECOVERY SERVICES. AT BOTH FACILITIES, HEALTH CARE PROVIDERS AND OTHER CLINICAL STAFF WORK TOGETHER IN A COORDINATED, MULTIDISCIPLINARY APPROACH TO PROVIDE PATIENTS WITH INTEGRATED, COMPREHENSIVE CARE AND THE MOST ADVANCED TREATMENTS TO ACHIEVE THE BEST POSSIBLE OUTCOMES. HOSPITAL ACTIVITIES ARE SUPPORTED BY A VARIETY OF DIAGNOSTIC SERVICES. PROGRAMS AVAILABLE IN DIAGNOSTIC RADIOLOGY INCLUDE MAGNETIC RESONANCE IMAGING (MRI), MAGNETIC RESONANCE ANGIOGRAPHY, FUNCTIONAL MAGNETIC RESONANCE IMAGING, COMPUTERIZED AXIAL TOMOGRAPHY (CAT) AND COMPUTERIZED TOMOGRAPHY ANGIOGRAPHY AND POSITRON EMISSION TOMOGRAPHY (PET-CT), IN ADDITION TO A NUCLEAR MEDICINE PROGRAM. THE HOSPITAL'S BURLINGTON LOCATION ALSO HAS A DEDICATED INTERVENTIONAL NEURORADIOLOGY SERVICE. OVER 80,000 PATIENTS ARE TREATED ANNUALLY ACROSS THESE DIAGNOSTIC SERVICES. RADIATION ONCOLOGY PROVIDES COMPREHENSIVE TREATMENT FOR PATIENTS WITH CANCER THROUGH THE USE OF THREE LINEAR ACCELERATORS AND SOPHISTICATED COMPUTER EQUIPMENT FOR TREATMENT PLANNING, WHICH INCLUDES CAT SIMULATORS. THE BURLINGTON CAMPUS ALSO OFFERS A FULL RANGE OF CARDIAC DIAGNOSTIC AND THERAPEUTIC MODALITIES, INCLUDING A CARDIAC CATHETERIZATION LABORATORY AND TWO ELECTROPHYSIOLOGY LABORATORIES. OTHER SERVICES INCLUDE A FULLY ACCREDITED MAMMOGRAPHY SERVICE, MAGNETIC RESONANCE MAMMOGRAPHY AND ULTRASOUND SERVICES UTILIZED BY A RANGE OF MEDICAL AND SURGICAL SUBSPECIALTIES. LHMC GENERALLY PERFORMS MORE THAN 14,000 OUTPATIENT SURGERIES IN A TYPICAL YEAR. COMBINED, THE FACILITIES PROVIDED CARE TO 1.2 MILLION OUTPATIENTS DURING THE PERIOD COVERED BY THE FILING.
FORM 990, PART III, LINE 4B: INPATIENT SERVICES LHMC'S BURLINGTON CAMPUS PROVIDES HIGH QUALITY INPATIENT CARE IN THE AREAS OF GENERAL MEDICINE, CRITICAL CARE AND SURGERY. THE BURLINGTON CAMPUS HAS 335 LICENSED BEDS, INCLUDING 283 MEDICAL/SURGICAL BEDS, 44 INTENSIVE CARE BEDS, AND 8 CORONARY CARE BEDS. MEDICAL/SURGICAL PATIENT ACCOMMODATIONS ARE ALL SINGLE-BED ROOMS LOCATED IN NINE INPATIENT UNITS. CRITICALLY ILL PATIENTS ARE CARED FOR EITHER IN THE MEDICAL INTENSIVE CARE UNIT, THE CARDIAC INTENSIVE CARE UNIT OR THE SURGICAL INTENSIVE CARE UNIT. IN ADDITION, THE PEABODY FACILITY HAS 10 INPATIENT LICENSED MEDICAL/SURGICAL BEDS. COMBINED THE TWO CAMPUSES CARED FOR OVER 21,500 INPATIENTS WHOSE TOTAL LENGTH OF STAY WAS 120,000 PATIENT DAYS. THERE ARE 22 OPERATING SUITES ON THE BURLINGTON CAMPUS AND THE PEABODY CAMPUS HAS FIVE OPERATING SUITES. THE SURGICAL STAFF SPECIALIZES IN AREAS SUCH AS LIVER AND KIDNEY TRANSPLANTS, MAJOR SURGERY OF THE DIGESTIVE ORGANS, CARDIAC AND PULMONARY SYSTEMS, TOTAL JOINT REPLACEMENTS, COLON AND RECTAL SURGERY, MINIMALLY INVASIVE SURGICAL TECHNIQUES INCLUDING ROBOTIC SURGERY, AND UROLOGIC, NEUROSURGICAL AND LASER PROCEDURES, AMONG OTHERS. DURING THE PERIOD COVERED BY THIS FILING THE 27 COMBINED OPERATING ROOMS PERFORMED NEARLY 21,000 INPATIENT AND AMBULATORY SURGERIES. THE LIVER TRANSPLANTATION TEAM AT LHMC BURLINGTON WAS THE FIRST IN NEW ENGLAND TO PERFORM ADULT LIVING-DONOR TRANSPLANT PROCEDURES. TODAY, SURGEONS USE ADVANCED TECHNOLOGY TO PERFORM MINIMALLY INVASIVE SURGERY TO REDUCE RECOVERY TIME FOR TRANSPLANT AND OTHER PROCEDURES. LHMC BURLINGTON ALSO HAS ONE OF THE LARGEST CARDIOVASCULAR TREATMENT CENTERS IN THE REGION, PROVIDING EXPERTISE IN ADVANCED CARDIOLOGY SERVICES SUCH AS ANGIOPLASTY AND ELECTROPHYSIOLOGY. LHMC'S CEREBROVASCULAR DISEASE CENTER IS ALSO AMONG THE MOST ADVANCED IN THE REGION FOR THE TREATMENT OF STROKES AND BRAIN ANEURYSMS.
FORM 990, PART III, LINE 4C: EMERGENCY SERVICES LHMC INCLUDES 24-HOUR EMERGENCY DEPARTMENTS IN BOTH BURLINGTON AND PEABODY. THE CARE TEAM INCLUDES FULL-TIME, BOARD-CERTIFIED EMERGENCY PHYSICIANS AND NURSES WITH EXTENSIVE TRAINING IN EMERGENCY MEDICINE. AS A TEACHING HOSPITAL, LHMC ALSO TRAINS FUTURE LEADERS IN EMERGENCY MEDICINE TO DELIVER THE BEST POSSIBLE CARE TO PATIENTS. LHMC IN BURLINGTON IS THE ONLY LEVEL I TRAUMA CENTER NORTH OF BOSTON, WITH SPECIALLY TRAINED CLINICIANS AND FACILITIES READY TO PROVIDE TIME-SENSITIVE, CRITICAL CARE FOR HUNDREDS OF THOUSANDS OF PEOPLE IN OUR REGION. LHMC HAS A STATE-OF-THE-ART EMERGENCY DEPARTMENT IN BURLINGTON, OFFERING ADVANCED EMERGENCY CARE IN A FACILITY BUILT SPECIFICALLY TO MEET THE NEEDS OF THE COMMUNITIES SERVED BY THE HOSPITAL. THE FACILITY FEATURES 36 PRIVATE PATIENT ROOMS, AN ADVANCED IMAGING SUITE FOR CT SCANS AND X-RAYS, FOUR TRAUMA BAYS, AND THREE PRIVATE EXAM ROOMS FOR PATIENTS IN NEED OF BEHAVIORAL HEALTH SERVICES AS WELL AS ENHANCED INFECTION AND DECONTAMINATION AREAS AND A FAST TRACK TRIAGE AREA THAT PROVIDES IMPROVED ACCESS TO CARE AND LESS TIME SPENT IN THE WAITING ROOM IN ADDITION, THE HOSPITAL'S PEABODY LOCATION ALSO INCLUDES AN EMERGENCY DEPARTMENT. THE FACILITY IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, AND IS STAFFED BY SPECIALTY-TRAINED EMERGENCY MEDICINE PERSONNEL. FOR THE PERIOD COVERED BY THIS FILING, LHMC SAW NEARLY 70,000 EMERGENCY ROOM VISITS.
PAFORM 990, PART III, LINE 4D: LHMC IS A TEACHING HOSPITAL OF THE TUFTS UNIVERSITY SCHOOL OF MEDICINE AND SPONSORS AND PARTICIPATES IN RESIDENCY PROGRAMS FOR MORE THAN 15 MEDICAL SPECIALTIES. AS A RESEARCH CENTER, LHMC IS INVOLVED IN MORE THAN 200 CLINICAL TRIAL PROTOCOLS AND PARTICIPATES IN NUMEROUS NATIONAL AND INTERNATIONAL STUDIES. ADDITIONAL DETAIL ON THE EDUCATIONAL AND RESEARCH MISSIONS OF LHMC IS INCLUDED IN THE NARRATIVE SUPPORT TO THIS FORM 990 SCHEDULE H. THROUGH THE HOSPITAL'S COMMUNITY BENEFITS PROGRAM, THE ORGANIZATION CONTRIBUTES SIGNIFICANTLY TO THE SURROUNDING AREAS TO IMPROVE COMMUNITY HEALTH AND ACCESS TO HEALTH CARE. THIS INCLUDES DEVELOPING AND FUNDING INNOVATIVE COMMUNITY-BASED PROGRAMS DESIGNED TO IMPROVE COMMUNITY HEALTH AND WELL-BEING. ADDITIONAL DETAIL IS INCLUDED IN THIS FORM 990 SCHEDULE H. IN ADDITION, THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES ENGAGED IN SIGNIFICANT ACTIVITIES SUPPORTING BEHAVIORAL HEALTH IN THE PRIMARY CARE AND OTHER HEALTHCARE SETTINGS AS WELL AS OTHER HEALTHCARE INITIATIVES FOR THE COMMUNITIES SERVED. PLEASE SEE FORM 990 SCHEDULE H FOR ADDITIONAL INFORMATION.
IN ADDITION TO LAHEY CLINIC HOSPITAL, INC.'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.
FORM 990, PART IV, LINE 12: 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 DIRECT OR INDIRECT SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING: 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 THEIR AFFILIATES. 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. THE FINANCIAL STATEMENTS OF THE SYSTEM ALSO INCLUDE THE ACCOUNTS OF, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND HMFP'S AFFILIATES. HMFP AND ITS AFFILIATES ARE INTEGRALLY RELATED TO HELPING BILH, BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES.
FORM 990, PART IV, LINE 24A: AS DESCRIBED IN THIS FORM 990 AND FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVED AS A SUPPORT ORGANIZATION OF AND DIRECT OR INDIRECT SOLE MEMBER OF LAHEY CLINIC HOSPITAL, INC. DURING THIS SAME PERIOD, LAHEY CLINIC HOSPITAL, INC. WAS A MEMBER OF THE BILH OBLIGATED GROUP AND ITS TAX-EXEMPT BOND FINANCING WAS ISSUED THROUGH EITHER THE BILH OBLIGATED GROUP OR THROUGH A PREVIOUS OBLIGATED GROUP WHICH IS NOW A PART OF THE BILH OBLIGATED GROUP. THE SCHEDULE K AS INCLUDED IN THIS FORM 990 INCLUDES ALL OF THE BILH OBLIGATED GROUP OUTSTANDING TAX-EXEMPT DEBT FOR BONDS ISSUED AFTER DECEMBER 31, 2002, ONLY A PORTION OF WHICH IS ALLOCABLE TO AND REPORTED ON LAHEY CLINIC HOSPITAL, INC.'S BALANCE SHEET.
FORM 990, PART IV, LINE 24B: AS REPORTED ON THE FORM 990 SCHEDULE K, THE LAHEY HEALTH SYSTEM INC. (LHSI) SERIES F BONDS WHICH WERE ISSUED IN 2015 ARE NOW PART OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP DEBT. THE BONDS WERE ISSUED IN 2015 AND AS OF SEPTEMBER 30, 2023 THERE WAS A BALANCE REMAINING IN THE CONSTRUCTION FUND. PROCEEDS IN THE CONSTRUCTION FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, AND WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS.
FORM 990, PART V, LINE 7G: LAHEY CLINIC HOSPITAL, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. FORM 990, PART V, LINE 7H: LAHEY CLINIC HOSPITAL, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C.
FORM 990, PART 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 6 FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS DIRECT OR INDIRECT 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 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.
FORM 990, PART VI, SECTION A, LINE 7A LAHEY CLINIC HOSPITAL, INC.'S GOVERNING BODY IS COMPRISED OF THE SAME INDIVIDUALS SERVING ON THE MEMBER'S GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER OF LAHEY CLINIC HOSPITAL, INC. HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN LAHEY CLINIC HOSPITAL, INC.'S BYLAWS: SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY MASSACHUSETTS GENERAL LAWS ("M.G.L.") CHAPTER 180, AS AMENDED, ON MEMBERS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. IN ADDITION, EXCEPT AS ARE EXPRESSLY GRANTED TO THE BOARD OF TRUSTEES OF THE CORPORATION ("BOARD") IN THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY M.G.L. CHAPTER 180 ON BOARDS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. NOTWITHSTANDING THE FOREGOING, THE MEMBER MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF THE BOARD: (A) APPROVE OR REQUIRE ANY CHANGE IN, OR CONSOLIDATION OF PHILANTHROPIC GIFTS, ASSETS, AND PROGRAMS OF THE CORPORATION, WHICH SHALL REMAIN UNDER THE CORPORATION'S CONTROL AND BE USED FOR THE BENEFIT OF THE CORPORATION AND NOT FOR OTHER COMPONENTS OF THE MEMBER'S SYSTEM, EXCEPT TO THE EXTENT THAT SUCH CHANGES INVOLVE BACK-OFFICE CONSOLIDATION WITH OTHER DIRECT OR INDIRECT SUBSIDIARIES OF THE MEMBER; (B) APPROVE OR REQUIRE ANY CHANGE IN THE NAME, BRAND, OR TRADEMARK OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, EXCEPT SUCH COMPLEMENTARY CHANGES AS THE MEMBER MAY DETERMINE ARE REASONABLY APPROPRIATE IN ESTABLISHING A SYSTEM-WIDE IDENTITY FOR THE AFFILIATED ENTITIES; OR (C) AMEND OR RESTATE THESE BYLAWS TO CHANGE OR ELIMINATE EITHER OF THE FOREGOING LIMITATIONS ON ITS POWERS. FOR THE PERIOD ENDING ON THE THIRD ANNIVERSARY OF THE DATE THE SYSTEM MEMBER BECOMES THE SOLE CORPORATE MEMBER OF THE MEMBER, THE SYSTEM MEMBER'S AUTHORITY TO CHANGE THE MEDICAL SCHOOL AFFILIATION OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES IS SUBJECT TO THE REQUIREMENT THAT IT OBTAIN THE UNANIMOUS CONSENT OF THE CORPORATION'S DESIGNATED TRUSTEES (AS DEFINED IN THE BYLAWS OF THE MEMBER) AND THE APPROVAL OF THE SYSTEM MEMBER'S BOARD OF TRUSTEES. NOTWITHSTANDING ANYTHING TO THE CONTRARY HEREIN, THE POWERS OF THE MEMBER SHALL BE SUBJECT TO PROVISIONS BELOW: "THE POWER OF THE MEMBER TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE MEMBER AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE MEMBER ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE SYSTEM MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE MEMBER AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE SYSTEM MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE MEMBER; AND (Z) OTHER THAN STATUTORY POWERS, THE [MEMBER] SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE MEMBER BY ACTION OF THE SYSTEM MEMBER'S BOARD." ANY ACTION TO BE TAKEN BY THE MEMBER OR THE SYSTEM MEMBER SHALL BE DEEMED DULY AUTHORIZED WHEN TAKEN, WITH RESPECT TO THE MEMBER, BY THE BOARD OF TRUSTEES OF THE MEMBER OR ITS DULY AUTHORIZED REPRESENTATIVE, AND WITH RESPECT TO THE SYSTEM MEMBER, BY THE SYSTEM MEMBER'S BOARD OR ITS DULY AUTHORIZED REPRESENTATIVE. ANY SUCH ACTIONS MAY BE TAKEN WITHOUT A MEETING IF CONFIRMED THROUGH A DULY AUTHORIZED WRITTEN COMMUNICATION BY THE RESPECTIVE BOARD OR ITS REPRESENTATIVE FILED WITH THE CLERK OF THE CORPORATION. IN EXERCISING ITS POWERS WITH RESPECT TO THE CORPORATION, THE MEMBER MAY CONSIDER THE RECOMMENDATIONS OF THE BOARD OF GOVERNORS OF LAHEY CLINIC, INC. THE POWERS AND RESPONSIBILITIES OF THE BOARD INCLUDE THE FOLLOWING: (A) PROVIDING RECOMMENDATIONS TO THE MEMBER REGARDING (I) APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES, (II) THE ESTABLISHMENT OF THE CORPORATION'S POLICIES, (III) THE MAINTENANCE OF PATIENT CARE QUALITY, AND (IV) THE PROVISION OF CLINICAL SERVICES AND COMMUNITY SERVICE PLANNING IN A MANNER RESPONSIVE TO LOCAL COMMUNITY NEEDS; (B) ENSURING COMPLIANCE WITH ALL LICENSURE AND ACCREDITATION REQUIREMENTS, INCLUDING CREDENTIALING AND OTHER MEDICAL STAFF MATTERS; (C) PROVIDING OVERSIGHT FOR INSTITUTIONAL PLANNING, MAKING RECOMMENDATIONS FOR NEW CLINICAL SERVICES, AND PARTICIPATING IN AN ANNUAL REVIEW OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN AND GOALS; (D) REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES; (E) MAKING RECOMMENDATIONS WITH RESPECT TO QUALITY ASSESSMENT AND IMPROVEMENT PROGRAMS; (F) PROVIDING OVERSIGHT OF RISK MANAGEMENT PROGRAMS RELATING TO PATIENT CARE AND SAFETY; (G) REVIEWING DISASTER PLANS THAT DEAL WITH BOTH INTERNAL (E.G., FIRE) AND EXTERNAL DISASTERS; AND (H) EVALUATING RECRUITMENT NEEDS TO ENSURE ADEQUATE MEDICAL STAFF CAPACITY TO CONTINUE TO MEET COMMUNITY NEEDS. EXCEPT AS OTHERWISE PROVIDED IN THESE BYLAWS, THE BOARD SHALL ACT IN AN ADVISORY CAPACITY AND CONSISTENT THEREWITH SHALL HAVE ONLY THE FOLLOWING POWERS: (A) POWERS EXPRESSLY GRANTED BY THE MEMBER FROM TIME TO TIME; (B) POWER TO EXERCISE ITS AUTHORITY AS A MEMBER OF OTHER CORPORATIONS; (C) POWER TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THE BYLAWS OF THE MEMBER (AS DEFINED UNDER THE BYLAWS OF THE MEMBER) OR UNDER THESE BYLAWS WITH RESPECT TO THE MEMBER; AND (D) POWERS TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THAT AGREEMENT DATED JUNE 30, 2017 BY AND AMONG LAHEY HEALTH SYSTEM, INC., BETH ISRAEL DEACONESS MEDICAL CENTER, INC., NEW ENGLAND BAPTIST HOSPITAL, INC., MOUNT AUBURN HOSPITAL, CAREGROUP, INC., AND SEACOAST REGIONAL HEALTH SYSTEMS, INC. THE POWERS OF THE BOARD IN CLAUSES (A) AND (B) OF THE PRECEDING SENTENCE SHALL BE SUBJECT TO THE RESERVED POWERS OF THE MEMBER SET FORTH IN SECTION 2.2. THE POWERS OF THE BOARD IN CLAUSE (C) AND (D) OF THE FIRST SENTENCE OF THIS PARAGRAPH SHALL BE INDEPENDENT OF THE MEMBER AND NOT SUBJECT TO THE RESERVED POWERS OF THE MEMBER SET FORTH ABOVE. NOTWITHSTANDING CLAUSE (B) ABOVE, THE POWER OF THE CORPORATION TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE CORPORATION ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE CORPORATION; AND (Z) OTHER THAN STATUTORY POWERS, THE CORPORATION SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE CORPORATION BY ACTION OF THE MEMBER'S BOARD.
FORM 990, PART VI, SECTION B, LINE 11B AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE DIRECT OR INDIRECT SOLE MEMBER OF LAHEY CLINIC HOSPITAL, INC. THIS FORM 990 IS PREPARED BY THE BILH TAX DEPARTMENT IN CONJUNCTION WITH DELOITTE TAX, LLP (DELOITTE). AS PART OF THIS PROCESS, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND FUNCTIONS WITHIN BILH AND LAHEY CLINIC HOSPITAL, INC. 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. LAHEY CLINIC HOSPITAL, INC.'S FORM 990 IS REVIEWED INTERNALLY BY THE BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE LAHEY CLINIC HOSPITAL, INC.'S FORM 990, ALONG WITH THE FORMS 990 OF ALL ENTITIES IN THE BILH NETWORK, ARE DISCUSSED WITH THE BILH AUDIT AND COMPLIANCE COMMITTEE. DELOITTE SIGNS THE FINAL RETURNS. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF LAHEY CLINIC HOSPITAL, INC.'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, LAHEY CLINIC HOSPITAL, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) SYSTEM OF AFFILIATES. ALL ENTITIES IN THE BILH NETWORK ADHERE TO THE BILH CONFLICT OF INTEREST POLICY AND MAINTAIN A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY AT LAHEY CLINIC HOSPITAL, INC. 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. BILH INTEGRITY AND COMPLIANCE COLLECTS AND REVIEWS ALL DISCLOSURES. DISCLOSURES FOR BILH EXECUTIVES AND KEY EMPLOYEES ARE ASSIGNED APPROPRIATE FOLLOW-UP ACTION IN ACCORDANCE WITH THE BILH POLICY. A SUMMARY OF POSITIVE RESPONSES FOR EACH BILH AFFILIATE IS PROVIDED TO THE COMPLIANCE OFFICER FOR THAT ENTITY FOR REVIEW 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 LAHEY CLINIC HOSPITAL, INC. 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 LAHEY CLINIC HOSPITAL, INC. BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE COI-TQ PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR LAHEY CLINIC HOSPITAL, INC. TO COMPLETELY AND ACCURATELY COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES.
FORM 990, PART VI, SECTION B, LINE 15 AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC HOSPITAL, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS LAHEY CLINIC HOSPITAL, INC.'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. IN THIS ROLE BILH MAINTAINS THE RESPONSIBILITY FOR SETTING COMPENSATION FOR EXECUTIVES AND SENIOR MANAGEMENT OF THE ENTITIES WHICH COMPRISED THE BETH ISRAEL LAHEY HEALTH NETWORK. THE BILH COMPENSATION COMMITTEE IS THEREFORE 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 AND EXCEPT AS OTHERWISE NOTED BELOW OR IN FORM 990 SCHEDULE J, THE COMPENSATION REPORTED IN THIS FORM 990 FOR LAHEY CLINIC HOSPITAL, INC.'S OFFICERS, TRUSTEES AND KEY EMPLOYEES WAS SET BY THE BILH COMPENSATION COMMITTEE. THE BILH COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. THE BETH ISRAEL LAHEY HEALTH (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 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 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.
FORM 990, PART VI, SECTION C, LINE 19 AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC HOSPITAL, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS LAHEY CLINIC HOSPITAL, INC.'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. LAHEY CLINIC HOSPITAL, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT SCHRAFFT'S CITY CENTER, 4TH FLOOR, 529 MAIN STREET CHARLESTOWN, MA 02129
FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS -85,835,039. PENSION EXPENSE AND MISCELLANEOUS -13,638,097.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


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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
LAHEY CLINIC HOSPITAL INC
 
Employer identification number

04-2704686
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) 10 LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(2)ANNA JAQUES HOSPITAL
25 HIGHLAND AVE

NEWBURYPORT,MA01950
04-2104338
HEALTHCARE MA 501(C)(3) 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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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) 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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
 
Yes
 
(6)BETH ISRAEL COMMUNITY FOUNDATION INC
330 BROOKLINE AVE

BOSTON,MA02215
04-2776678
INACTIVE CORPORATION MA 501(C)(3) 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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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) 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) 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) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(17)BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
300 LONGWOOD AVE

BOSTON,MA02215
04-3200113
OUTPATIENT AMBULATORY CENTER - INACTIVE MA 501(C)(3) 12A, I N/A
 
No
(18)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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
 
Yes
 
(19)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) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(20)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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
 
Yes
 
(21)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) 10 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
Yes
 
(22)BETH ISRAEL LAHEY HEALTH INC
529 MAIN ST 4TH FL

CHARLESTOWN,MA02129
83-2671600
MANAGEMENT PROFESSIONAL & IT SUPPORT SERVICES MA 501(C)(3) 12C, III-FI N/A
 
No
(23)BETH ISRAEL LAHEY HEALTH PRIMARY CARE
529 MAIN ST 4TH FL

CHARLESTOWN,MA02129
47-2248298
HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(24)BID-MILTON PHYSICIAN ASSOCIATES INC
199 REEDSDALE ROAD

MILTON,MA02186
22-2566792
PROMOTE HEALTHCARE MA 501(C)(3) 10 BETH ISRAEL DEACONESS HOSPITAL - MILTON
 
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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS 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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
 
Yes
 
(27)CAB HEALTH AND RECOVERY SERVICES INC
199 ROSEWOOD DRIVE

DANVERS,MA01923
04-2400270
SUBSTANCE ABUSE - INACTIVE MA 501(C)(3) 10 NORTHEAST BEHAVIORAL HEALTH CORPORATION
 
Yes
 
(28)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) 12A, I NORTHEAST SENIOR HEALTH CORPORATION
 
Yes
 
(29)COMMUNITY PHYSICIANS ASSOCIATES INC
199 REEDSDALE RD

MILTON,MA02186
04-3243146
OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) 3 BETH ISRAEL DEACONESS HOSPITAL - MILTON
 
Yes
 
(30)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) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
 
Yes
 
(31)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) 10 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
Yes
 
(32)HEALTH AND EDUCATION HOUSING SERVICES INC
199 ROSEWOOD DRIVE

DANVERS,MA01923
22-3232914
HUD HOUSING - INACTIVE MA 501(C)(3) 10 NORTHEAST BEHAVIORAL HEALTH CORPORATION
 
Yes
 
(33)JORDAN PHYSICIAN ASSOCIATES INC
275 SANDWICH ST

PLYMOUTH,MA02360
04-3228556
OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) 10 BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH INC
 
Yes
 
(34)LAHEY CLINIC CANADIAN FOUNDATION
130 KING ST WEST
TORONTO,ONTARIO  
CA
FUNDRAISING ORG CA     N/A
 
No
(35)LAHEY CLINIC FOUNDATION INC
529 MAIN ST 4TH FL

CHARLESTOWN,MA02129
04-2323457
FINANCIAL & OPERATIONAL SUPPORT TO LCI AND LCH MA 501(C)(3) 7 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(36)LAHEY CLINIC INC
529 MAIN ST 4TH FL

CHARLESTOWN,MA02129
04-2704683
HEALTHCARE MA 501(C)(3) 10 LAHEY CLINIC FOUNDATION INC
 
Yes
 
(37)LAHEY HEALTH SHARED SERVICES INC
529 MAIN ST 4TH FL

CHARLESTOWN,MA02129
04-3178972
ADMIN MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(38)LONGWOOD MEDICAL ENERGY COLLABORATIVE INC
375 LONGWOOD AVE

BOSTON,MA02215
04-3476764
COORDINATE AND PROVIDE STRATEGIC PLANNING OPP FOR HMS MA 501(C)(3) 12A, I N/A
 
No
(39)LONGWOOD MEDICAL INTERNATIONAL FOUNDATION INC
375 LONGWOOD AVE

BOSTON,MA02215
04-3208878
INACTIVE CORPORATION MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
 
Yes
 
(40)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) 10 BETH ISRAEL LAHEY HEALTH PRIMARY CARE
 
Yes
 
(41)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) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(42)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) 12A, I MOUNT AUBURN HOSPITAL
 
Yes
 
(43)NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVE

BOSTON,MA02120
04-2103612
ORTHOPEDIC SPECIALTY HOSPITAL MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(44)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) 3 NEW ENGLAND BAPTIST HOSPITAL
 
Yes
 
(45)NORTHEAST BEHAVIORAL HEALTH CORP DBA BILH BEHAVIORAL HEALTH SERVICES
199 ROSEWOOD DRIVE

DANVERS,MA01923
04-2777145
HEALTHCARE MA 501(C)(3) 10 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(46)NORTHEAST HEALTH SYSTEMS INC
85 HERRICK ST

BEVERLY,MA01915
04-3240453
FINANCIAL & OPERATIONAL SUPPORT MA 501(C)(3) 12B, II LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(47)NORTHEAST HOSPITAL CORPORATION
85 HERRICK ST

BEVERLY,MA01915
04-2121317
HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(48)NORTHEAST MEDICAL PRACTICE INC
85 HERRICK ST

BEVERLY,MA01915
04-3201853
HEALTHCARE MA 501(C)(3) 10 NORTHEAST HOSPITAL CORPORATION
 
Yes
 
(49)NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA BILH AT HOME
800 CUMMINGS CENTER

BEVERLY,MA01915
20-1287349
HEALTHCARE MA 501(C)(3) 10 NORTHEAST SENIOR HEALTH CORPORATION
 
Yes
 
(50)NORTHEAST SENIOR HEALTH CORPORATION
85 HERRICK ST

BEVERLY,MA01915
04-2731137
HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(51)SEACOAST AFFILIATED GROUP PRACTICE INC
25 HIGHLAND AVE

NEWBURYPORT,MA01915
04-3485648
PHYSICIAN GROUP MA 501(C)(3) 10 ANNA JAQUES HOSPITAL INC
 
Yes
 
(52)SEACOAST NURSING AND REHABILITATION CENTER INC
300 WASHINGTON ST

GLOUCESTER,MA01930
04-1305001
HEALTHCARE MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(53)THE JORDAN HEALTH SYSTEMS INC
275 SANDWICH ST

PLYMOUTH,MA02360
04-2103805
PROMOTE HEALTHCARE MA 501(C)(3) 7 BETH ISRAEL DEACONESS MEDICAL CENTER INC
 
Yes
 
(54)WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
41 HIGHLAND AVE

WINCHESTER,MA01890
22-3137856
ACO - INACTIVE MA 501(C)(3) 12A, I WINCHESTER HEALTHCARE MANAGEMENT INC
 
Yes
 
(55)WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVE

WINCHESTER,MA01890
22-2701817
MANAGEMENT MA 501(C)(3) 12A, I LAHEY HEALTH SHARED SERVICES INC
 
Yes
 
(56)WINCHESTER HOSPITAL
41 HIGHLAND AVE

WINCHESTER,MA01890
04-2104434
HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(57)WINCHESTER HOSPITAL FOUNDATION INC
41 HIGHLAND AVE

WINCHESTER,MA01890
04-3399570
PROFESSIONAL SERVICES & FINANCIAL SUPPORT MA 501(C)(3) 12A, I WINCHESTER HEALTHCARE MANAGEMENT INC
 
Yes
 
(58)JOSLIN DIABETES CENTER INC
ONE JOSLIN PLACE

BOSTON,MA02215
04-2203836
PREVENTION, TREATMENT, AND CURE OF DIABETES MA 501(C)(3) 7 BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(59)JOSLIN CLINIC INC
ONE JOSLIN PLACE

BOSTON,MA02215
22-2984590
PREVENTION, TREATMENT, AND CURE OF DIABETES MA 501(C)(3) 12A, I JOSLIN DIABETES CENTER INC
 
Yes
 
(60)EXETER HEALTH RESOURCES INC
5 ALUMNI DRIVE

EXETER,NH03833
02-0222126
SUPPORT COMMUNITY HEALTH & NETWORK MGMT SVCS NH 501(C)(3) 12A, I BETH ISRAEL LAHEY HEALTH INC
 
Yes
 
(61)EXETER HOSPITAL
5 ALUMNI DRIVE

EXETER,NH03833
22-2674014
HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. NH 501(C)(3) 3 EXETER HEALTH RESOURCES INC
 
Yes
 
(62)ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE
5 ALUMNI DRIVE

EXETER,NH03833
02-0274905
HOME CARE & HOSPICE NH 501(C)(3) 10 EXETER HEALTH RESOURCES INC
 
Yes
 
(63)EXETER MED REAL INC
5 ALUMNI DRIVE

EXETER,NH03833
02-0418718
REAL ESTATE HOLDING COMPANY NH 501(C)(25)   EXETER HEALTH RESOURCES INC
 
Yes
 
(64)CORE PHYSICIANS LLC
5 ALUMNI DRIVE

EXETER,NH03833
87-0807914
PHYSICIAN PRACTICES NH 501(C)(3) 10 EXETER HEALTH RESOURCES INC
 
Yes
 
(65)EXETER HEALTH RESOURCES SELF-INSURANCE TRUST
5 ALUMNI DRIVE

EXETER,NH03833
20-0753662
SELF-INSURANCE TRUST NH 501(C)(3) 12A, I EXETER HEALTH RESOURCES 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
(1) BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC

41 RESNIK ROAD
PLYMOUTH,MA02360
88-3871838
SURGERY CENTER MA N/A
        No     No  
(2) BIDCO HOSPITAL LLC

247 STATION DRIVE NORTHWEST 1
WESTWOOD,MA02090
46-1643790
COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA N/A
        No     No  
(3) BIDCO PHYSICIAN LLC

600 UNICORN PARK DRIVE 4TH FL
WOBURN,MA01801
46-1589743
COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH MA N/A
        No     No  
(4) BILH INVESTMENT PARTNERSHIP LLP

529 MAIN ST 4TH FL
CHARLESTOWN,MA02129
04-3278109
INVESTMENT PARTNERSHIP MA N/A
        No     No  
(5) NEBSC HOSPITAL HOLDINGS LLC

125 PARKER HILL AVE
BOSTON,MA02120
87-4293833
INVESTMENT PARTNERSHIP MA N/A
        No     No  
(6) NEW ENGLAND BAPTIST SURGERY CENTER LLC

100 AVON MEADOW LANE
AVON,CT06001
87-4311329
AMBULATORY SURGERY CENTER MA N/A
        No     No  
(7) PHYSICIANS PROFESSIONAL SERVICES LLP

200 RIVERS EDGE DRIVE
MEDFORD,MA02155
04-3275078
TO PROVIDE MEDICAL BILLING SERVICES MA N/A
        No     No  
(8) SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC

700 CONGRESS ST STE 204
QUINCY,MA02169
38-3989358
MRI SERVICES MA N/A
        No     No  
(9) WINCHESTER HOSPITALSHIELDS MRI LLC

700 CONGRESS ST STE 204
QUINCY,MA02169
46-2523117
MRI SERVICES MA N/A
        No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC

25 HIGHLAND AVE
NEWBURYPORT,MA01950
16-1744477
MANAGEMENT SERVICES MA N/A
C         No
(2) HUNTINGFIELD CORPORATION

C/O LCF 529 MAIN ST 4TH FL
CHARLESTOWN,MA02129
45-4047430
TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS DE N/A
C         No
(3) LAHEY CLINIC INSURANCE CO LTD

CRAIG APPIN HOUSE PO BOX HM 2450
HAMILTON    
BD
INSURANCE BD N/A
C         No
(4) LEDGEWOOD HEALTH CARE CORPORATION

87 HERRICK STREET
BEVERLY,MA01915
04-2855189
NURSING HOME MA N/A
C         No
(5) NORTHEAST PROPRIETARY CORP

85 HERRICK STREET
BEVERLY,MA01915
04-2855191
MEDICAL SERVICES MA N/A
C         No
(6) WINCHESTER HEALTHCARE ENTERPRISES INC

41 HIGHLAND AVE
WINCHESTER,MA01890
04-2932059
MANAGEMENT SERVICES MA N/A
C         No
(7) WINCHESTER PHYSICIAN ASSOCIATES INC

41 HIGHLAND AVE
WINCHESTER,MA01890
04-3262963
MANAGEMENT SERVICES MA N/A
C         No
(8) WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC

41 HIGHLAND AVE
WINCHESTER,MA01890
47-2646454
INACTIVE MA N/A
C         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
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) WINCHESTER HOSPITAL

L 197,991 FMV
(2) NORTHEAST HOSPITAL CORPORATION

L 188,091 FMV
(3) BETH ISRAEL LAHEY HEALTH INC

M 134,223,524 FMV
(4) NORTHEAST HOSPITAL CORPORATION

O 170,660 FMV
(5) BETH ISRAEL LAHEY HEALTH INC

P 1,274,862 FMV
(6) BETH ISRAEL LAHEY HEALTH PRIMARY CARE INC

P 477,171 FMV
(7) LAHEY CLINIC INC

P 4,718,560 FMV
(8) LAHEY HEALTH SHARED SERVICES INC

P 7,849,850 FMV
(9) LAHEY CLINIC INC

P 23,649,718 FMV
(10) LAHEY HEALTH SHARED SERVICES INC

Q 239,409,994 FMV
(11) LAHEY CLINIC INC

Q 102,472,777 FMV
(12) LAHEY CLINIC FOUNDATION INC

Q 78,804,153 FMV
(13) BETH ISRAEL LAHEY HEALTH INC

Q 83,536,610 FMV
(14) LAHEY CLINIC INC

R 85,842,318 FMV
(15) LAHEY HEALTH SHARED SERVICES INC

R 100,654,109 FMV
(16) BETH ISRAEL LAHEY HEALTH INC

R 1,028,576,564 FMV
(17) BETH ISRAEL LAHEY HEALTH INC

S 303,245,191 FMV
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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