TY 2023 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) CRESTA DEBRA...................................................................... MANAGING MEMBER (EX-OFF) (PRES, EHR)	1.00 ................. 58.00	X		0	1,098,754	16,277
(2) MEEHAN DO NEIL...................................................................... MGING MBR(EXO)/SYS MGR,CHF EXEC PHYS	1.00 ................. 56.00	X		0	818,799	63,260
(3) LANIER DO MELANIE...................................................................... PRES&MANAGING MEMBER (EXO), CLIN MGR	55.00 ................. 0.00	X	X	800,940	0	50,408
(4) PEELMAN MD JESSICA...................................................................... MANAGING MEMBER, CLINICIAN MANAGER	55.00 ................. 0.00	X		731,580	0	54,490
(5) CASASSA ALLISON J...................................................................... MGING MEMBER, ASST TREAS; (CFO, EHR)	1.00 ................. 58.00	X	X	0	685,247	23,250
(6) SCHAFFER MD MICHAEL...................................................................... MGING MEMBER(EX-OFF), CLIN MGR & CMO	55.00 ................. 0.00	X		636,811	0	64,240
(7) MCKEE MD RODERICK...................................................................... MANAGING MEMBER, CLINICIAN MANAGER	55.00 ................. 0.00	X		536,294	0	54,260
(8) PORTER MD BRIAN...................................................................... MANAGING MEMBER, CLINICIAN MANAGER	55.00 ................. 0.00	X		484,543	0	52,425
(9) PANGAN MD MICHAEL...................................................................... CHAIR & MGING MEMBER, CLIN MANAGER	55.00 ................. 2.00	X	X	344,226	0	54,171
(10) DAVE MD APARA...................................................................... MANAGING MEMBER, CLINICIAN MANAGER	55.00 ................. 0.00	X		337,921	0	51,526
(11) FARRELL MD KATHLEEN...................................................................... MANAGING MEMBER, CLINICIAN MANAGER	55.00 ................. 0.00	X		321,286	0	22,598
(12) KELLY MD ROBERT...................................................................... MANAGING MEMBER, CLINICIAN MANAGER	55.00 ................. 0.00	X		280,852	0	56,566
(13) RIOS CINDY...................................................................... TREAS (EX-OFF) (EXEC VP & CFO, BILH)	1.00 ................. 64.00		X	0	1,471,427	217,736
(14) KATZ ESQ JAMIE...................................................................... CLERK (EX-OFF); GENERAL COUNSEL BILH	1.00 ................. 64.00		X	0	1,270,175	32,002
(15) SPRAUER ESQ CONSTANCE D...................................................................... ASSISTANT CLERK (SVP LEGAL AFFAIRS)	1.00 ................. 56.00		X	0	535,449	35,480
(16) BOYD ESQ STEPHEN...................................................................... ASST CLERK (DIV VP DEP GC COMM BILH)	1.00 ................. 59.00		X	0	314,060	15,921
(17) ABRAMSON ESQ MICHAEL S...................................................................... ASST CLERK (ASSOC GEN COUNSEL, BILH)	1.00 ................. 2.00		X	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
EXETER HEALTH RESOURCES INC 5 ALUMNI DRIVE EXETER,NH03833	ADMINISTRATIVE MGMT FEES	4,900,715
NEXTGEN HEALTHCARE INC PO BOX 809390 CHICAGO,IL60680	BILLING SOFTWARE AND SUPPORT	2,348,345
MASSACHUSETTS GENERAL HOSPITAL PO BOX 3210 BOSTON,MA022413210	PHYSICIAN SERVICES	1,706,325
CHG COMPANIES INC PO BOX 972651 DALLAS,TX753972651	PHYSICIAN SERVICES	902,518
MEDICUS HEALTHCARE SOLUTION 22 ROULSTON ROAD WINDHAM,NH03087	PHYSICIAN SERVICES	864,668
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 19

- TIN:

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.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

CORE PHYSICIANS LLC

Employer identification number

87-0807914

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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

Gross receipts from related activities, etc. (see instructions) ..................

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

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. 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

33 1/3% support test—2022. 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—2023. 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

10%-facts-and-circumstances test—2022. 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

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) 2023

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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	1,877,371	7,366,835	1,221,194	8,330	72,000	10,545,730
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	76,295,837	92,908,406	92,316,403	94,718,300	109,014,490	465,253,436
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	78,173,208	100,275,241	93,537,597	94,726,630	109,086,490	475,799,166
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	1,668,174					1,668,174
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.						0
c	Add lines 7a and 7b..	1,668,174					1,668,174
8	Public support. (Subtract line 7c from line 6.)						474,130,992

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...	78,173,208	100,275,241	93,537,597	94,726,630	109,086,490	475,799,166
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	3,206	5,638	8,093	12,915	11,838	41,690
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	3,206	5,638	8,093	12,915	11,838	41,690
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.	39,783			156,501	173,266	369,550
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.)..	78,216,197	100,280,879	93,545,690	94,896,046	109,271,594	476,210,406

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

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

99.560 %

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

99.570 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

0.010 %

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

0.010 %

19a

33 1/3% support tests-2023. 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

33 1/3 % support tests—2022. 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

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) 2023

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described on 11a above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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.

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.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

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 2023 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-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

CORE PHYSICIANS LLC

Employer identification number

87-0807914

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization CORE PHYSICIANS LLC

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization CORE PHYSICIANS LLC		Employer identification number 87-0807914

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) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization CORE PHYSICIANS LLC			Employer identification number 87-0807914
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
right arrow

Attach to Form 990.
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

CORE PHYSICIANS LLC

Employer identification number

87-0807914

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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.

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.

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	114,583	126,650	192,500	127,691	115,127
b	Contributions ...	72,001	8,330	159,648	268,800	209,197
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	11,986	20,397	225,498	203,991	196,633
f	Administrative expenses ....
g	End of year balance ......	174,598	114,583	126,650	192,500	127,691

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

100.000 %

Permanent endowment right arrow

0 %

Term endowment right arrow

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 ....	482,928	372,915	110,013
c	Leasehold improvements	3,221,624	3,171,397	50,227
d	Equipment ....	21,117,201	19,175,753	1,941,448
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				2,101,688

Schedule D (Form 990) 2022

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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

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.)

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)DEFERRED COMPENSATION INVESTMENTS				7,093,556
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				7,093,556

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
DUE TO RELATED ENTITIES	15,647,472
DUE TO THIRD PARTIES	545,277
LEASE LIABILITY	17,079,348
DEFERRED COMPENSATION OBLIGATIONS	7,090,446





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	40,362,543
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) 2022

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:

THE QUASI-ENDOWMENTS ARE FUNDS WHICH HAVE BEEN DONATED TO THE ORGANIZATION FOR A PURPOSE SPECIFIED BY THE DONOR. THESE FUNDS ARE HELD UNTIL USED FOR THE PURPOSE INTENDED BY THE DONOR.

PART X, LINE 2:

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, 2024 AND 2023, RESPECTIVELY.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

CORE PHYSICIANS LLC

Employer identification number

87-0807914

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .....

Yes

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? ....

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

Yes

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1RIOS CINDY TREAS (EX-OFF) (EXEC VP & CFO, BILH)	(i) (ii)	0 ------------- 926,412	0 ------------- 523,188	0 ------------- 21,827	0 ------------- 182,509	0 ------------- 35,227	0 ------------- 1,689,163	0 ------------- 0
2KATZ ESQ JAMIE CLERK (EX-OFF); GENERAL COUNSEL BILH	(i) (ii)	0 ------------- 820,540	0 ------------- 322,850	0 ------------- 126,785	0 ------------- 23,170	0 ------------- 8,832	0 ------------- 1,302,177	0 ------------- 0
3CRESTA DEBRA MANAGING MEMBER (EX-OFF) (PRES, EHR)	(i) (ii)	0 ------------- 557,394	0 ------------- 386,150	0 ------------- 155,210	0 ------------- 0	0 ------------- 16,277	0 ------------- 1,115,031	0 ------------- 0
4CLERK MD AVNISH ORTHOPEDIC SURGEON	(i) (ii)	753,824 ------------- 0	272,720 ------------- 0	23,466 ------------- 0	9,150 ------------- 0	43,461 ------------- 0	1,102,621 ------------- 0	0 ------------- 0
5JOHNSON MD MPH E WILLIAM UROLOGIST	(i) (ii)	549,068 ------------- 0	374,072 ------------- 0	23,466 ------------- 0	9,150 ------------- 0	45,341 ------------- 0	1,001,097 ------------- 0	0 ------------- 0
6MCGOVERN MD THOMAS ORTHOPEDIC SURGEON	(i) (ii)	767,475 ------------- 0	185,697 ------------- 0	5,532 ------------- 0	9,150 ------------- 0	30,957 ------------- 0	998,811 ------------- 0	0 ------------- 0
7CABRAL DO CHAD GASTROENTEROLOGIST	(i) (ii)	631,360 ------------- 0	291,444 ------------- 0	23,052 ------------- 0	9,150 ------------- 0	42,261 ------------- 0	997,267 ------------- 0	0 ------------- 0
8MEEHAN DO NEIL MGING MBR(EXO)/SYS MGR,CHF EXEC PHYS	(i) (ii)	0 ------------- 487,286	0 ------------- 294,216	0 ------------- 37,297	0 ------------- 19,800	0 ------------- 43,460	0 ------------- 882,059	0 ------------- 0
9COLMAN MD AARON ORTHOPEDIC SURGEON	(i) (ii)	713,353 ------------- 0	88,896 ------------- 0	23,466 ------------- 0	9,150 ------------- 0	42,261 ------------- 0	877,126 ------------- 0	0 ------------- 0
10LANIER DO MELANIE PRES&MANAGING MEMBER (EXO), CLIN MGR	(i) (ii)	442,699 ------------- 0	249,615 ------------- 0	108,626 ------------- 0	19,800 ------------- 0	30,608 ------------- 0	851,348 ------------- 0	0 ------------- 0
11PEELMAN MD JESSICA MANAGING MEMBER, CLINICIAN MANAGER	(i) (ii)	633,925 ------------- 0	97,235 ------------- 0	420 ------------- 0	9,150 ------------- 0	45,340 ------------- 0	786,070 ------------- 0	0 ------------- 0
12CASASSA ALLISON J MGING MEMBER, ASST TREAS; (CFO, EHR)	(i) (ii)	0 ------------- 411,665	0 ------------- 247,271	0 ------------- 26,311	0 ------------- 19,800	0 ------------- 3,450	0 ------------- 708,497	0 ------------- 0
13SCHAFFER MD MICHAEL MGING MEMBER(EX-OFF), CLIN MGR & CMO	(i) (ii)	386,980 ------------- 0	202,417 ------------- 0	47,414 ------------- 0	19,800 ------------- 0	44,440 ------------- 0	701,051 ------------- 0	0 ------------- 0
14MCKEE MD RODERICK MANAGING MEMBER, CLINICIAN MANAGER	(i) (ii)	511,048 ------------- 0	16,594 ------------- 0	8,652 ------------- 0	9,150 ------------- 0	45,110 ------------- 0	590,554 ------------- 0	0 ------------- 0
15SPRAUER ESQ CONSTANCE D ASSISTANT CLERK (SVP LEGAL AFFAIRS)	(i) (ii)	0 ------------- 330,346	0 ------------- 174,789	0 ------------- 30,314	0 ------------- 19,800	0 ------------- 15,680	0 ------------- 570,929	0 ------------- 0
16PORTER MD BRIAN MANAGING MEMBER, CLINICIAN MANAGER	(i) (ii)	467,366 ------------- 0	16,447 ------------- 0	730 ------------- 0	9,150 ------------- 0	43,275 ------------- 0	536,968 ------------- 0	0 ------------- 0
17CASSETTA SANDY VP, FINANCE & PHYSICIAN COMP	(i) (ii)	286,247 ------------- 0	161,253 ------------- 0	21,863 ------------- 0	19,800 ------------- 0	45,094 ------------- 0	534,257 ------------- 0	0 ------------- 0
18HENNELLY LORI VP, OPERATIONS CORE FACILITIES	(i) (ii)	259,877 ------------- 0	131,437 ------------- 0	21,918 ------------- 0	19,800 ------------- 0	1,505 ------------- 0	434,537 ------------- 0	0 ------------- 0
19BONESHO MD ALEXANDRA FMR CHR & MANAGING MEMBER, CLIN MGR	(i) (ii)	283,057 ------------- 0	72,865 ------------- 0	962 ------------- 0	9,150 ------------- 0	42,150 ------------- 0	408,184 ------------- 0	0 ------------- 0
20PANGAN MD MICHAEL CHAIR & MGING MEMBER, CLIN MANAGER	(i) (ii)	264,848 ------------- 0	77,878 ------------- 0	1,500 ------------- 0	9,150 ------------- 0	45,021 ------------- 0	398,397 ------------- 0	0 ------------- 0
21DAVE MD APARA MANAGING MEMBER, CLINICIAN MANAGER	(i) (ii)	296,596 ------------- 0	18,459 ------------- 0	22,866 ------------- 0	9,150 ------------- 0	42,376 ------------- 0	389,447 ------------- 0	0 ------------- 0
22FARRELL MD KATHLEEN MANAGING MEMBER, CLINICIAN MANAGER	(i) (ii)	306,066 ------------- 0	14,911 ------------- 0	309 ------------- 0	9,150 ------------- 0	13,448 ------------- 0	343,884 ------------- 0	0 ------------- 0
23KELLY MD ROBERT MANAGING MEMBER, CLINICIAN MANAGER	(i) (ii)	261,961 ------------- 0	18,421 ------------- 0	470 ------------- 0	9,150 ------------- 0	47,416 ------------- 0	337,418 ------------- 0	0 ------------- 0
24BOYD ESQ STEPHEN ASST CLERK (DIV VP DEP GC COMM BILH)	(i) (ii)	0 ------------- 254,712	0 ------------- 52,448	0 ------------- 6,900	0 ------------- 13,450	0 ------------- 2,471	0 ------------- 329,981	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	FROM TIME TO TIME AND UNDER CERTAIN CIRCUMSTANCES, CORE PHYSICIANS, LLC OR ONE OF IT'S 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 MAY FALL INTO THIS CATEGORY ARE REIMBURSEMENT FOR RELOCATION AND TEMPORARY HOUSING.
PART I, LINE 3	AS REQUIRED BY THIS FORM 990 AND AS REPORTED IN THE FORM 990 SCHEDULE J, ALTHOUGH THIS FILING COVERS THE FISCAL PERIOD OCTOBER 1, 2023 TO SEPTEMBER 30, 2024, COMPENSATION REPORTED IN THIS FILING IS CALENDAR YEAR 2023 COMPENSATION. IN ADDITION, AS REPORTED IN THE PRIOR YEAR FORM 990 FOR CORE PHYSICIANS, LLC. (CORE), EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND EHRI IS THE MEMBER OF CORE. THE PRESIDENT OF EHRI ALSO SERVES AS THE PRESIDENT (EX-OFFICIO) OF CORE. THE EHRI PRESIDENT EFFECTIVE JULY 1, 2023 AS WELL AS OTHER CORE OFFICERS AND SYSTEM MANAGERS WHOSE POSITIONS COMMENCED ON OR AFTER JULY 1, 2023 AND WHO ARE EMPLOYED BY BILH, WAS SET BY THE BILH COMPENSATION COMMITTEE AND/OR BOARD. COMPENSATION FOR THE EHRI AND CORE PRESIDENT WHO COMMENCED IN THAT ROLE EFFECTIVE JULY 1, 2023 WAS ALSO SET BY THE BILH COMPENSATION COMMITTEE. COMPENSATION OF OTHER CORE OFFICERS, SYSTEM MANAGERS AND KEY EMPLOYEES WAS SET PRIOR TO BILH BECOMING THE SOLE MEMBER OF EHRI AND WAS SET BY THE EHRI COMPENSATION COMMITTEE AND BOARD. BOTH COMPENSATION COMMITTEES ENGAGED IN PROCESSES INTENDED TO ENSURE THAT ALL OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES RECEIVED REASONABLE COMPENSATION PACKAGES. ADDITIONAL DETAIL IS BELOW. BILH COMPENSATION COMMITTEE PROCESS: CORE PHYSICIANS, LLC'S PRESIDENT IS EMPLOYED THROUGH BETH ISRAEL LAHEY HEALTH (BILH), WHICH AS NOTED THROUGHOUT THIS FILING BECAME THE SOLE MEMBER OF EHRI ON JULY 1, 2023. EHRI IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE PRESIDENT OF CORE PHYSICIANS, LLC WHO STARTED IN THE ROLE EFFECTIVE JULY 1, 2023. THE COMPENSATION SETTING PROCESS FOR THE EHRI PRESIDENT WHO ALSO SERVED AS THE CORE PRESIDENT THROUGH JUNE 30, 2023 AS WELL AS OFFICERS AND SYSTEM MANAGERS WHOSE POSITIONS COMMENCED BEFORE JULY 1, 2023 IS DESCRIBED BELOW. 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. EHRI EXECUTIVE COMMITTEE COMPENSATION SETTING PROCESS FOR CORE PHYSICIANS LLC PRESIDENT, OFFICERS AND SYSTEM MANAGERS: AS NOTED PREVIOUSLY, EHRI IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC (CORE). PRIOR TO JULY 1, 2023, THE EHRI BOARD OF TRUSTEES' EXECUTIVE COMMITTEE WAS RESPONSIBLE FOR MAINTAINING A FORMAL PROCESS FOR SETTING TOTAL AND REASONABLE COMPENSATION FOR THE CORE PRESIDENT AND OTHER LISTED SYSTEM MANAGERS REPORTED IN THIS FILING. THE COMMITTEE WAS STAFFED WITH INDEPENDENT MEMBERS OF THE EHRI BOARD AND THE COMMITTEE'S PURPOSE WAS TO PROVIDE REASONABLE COMPENSATION TO THE CORE PHYSICIANS, LLC'S EXECUTIVES FOR ACHIEVING THE ORGANIZATION'S MISSION AND TO COMPLY WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE COMMITTEE CONDUCTED AN ANNUAL REVIEW OF THE CORE PRESIDENT'S COMPENSATION AS WELL AS THE COMPENSATION PACKAGES FOR OTHER OFFICERS AND SYSTEM MANAGERS. THE COMMITTEE RETAINED A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPETITIVE MARKET ANALYSIS, TO PROVIDE RANGES FOR BASE, INCENTIVE, AND TOTAL COMPENSATION AND TO PROVIDE ADVICE CONCERNING THE REASONABLENESS OF THE TOTAL COMPENSATION PACKAGES FOR THESE INDIVIDUALS. IN ADDITION, AS PART OF THE ANNUAL PROCESS, THE COMMITTEE DETERMINED IF THE THRESHOLD REQUIREMENTS FOR INCENTIVE AWARDS WERE MET, INCLUDING A REVIEW OF CONSISTING OF THE ORGANIZATION'S PERFORMANCE RESULTS FOR QUALITY, OPERATING SYSTEM EXCELLENCE AND FINANCIAL PERFORMANCE. THE COMMITTEE UTILIZED THAT ANALYSIS ALONG WITH PERFORMANCE APPRAISALS AND OTHER APPROPRIATE INFORMATION, INCLUDING BOTH PERSONAL AND CORE PHYSICIANS, LLC GOALS, IN CONNECTION WITH ITS ANNUAL COMPENSATION REVIEW. -FOR THE PRESIDENT OF CORE, THE EXECUTIVE COMMITTEE ALSO CONSIDERS THE RECOMMENDATIONS OF THE SYSTEM MANAGER WHO IS THE PRESIDENT OF EHRI, IN THE CAPACITY OF MEMBER OF CORE PRIOR TO MAKING A DETERMINATION ON THE CORE PRESIDENT'S COMPENSATION. -FOR THE SYSTEM MANAGER WHO IS THE TREASURER OF EHRI, THE RECOMMENDATION OF MEMBER'S PRESIDENT IS TAKEN INTO CONSIDERATION IN SETTING COMPENSATION WHICH IS SUBSEQUENTLY RATIFIED BY THE BOARD OF TRUSTEES OF THE EHRI IS ITS CAPACITY AS MEMBER OF CORE. -FOR THE SYSTEM MANAGER WHO IS THE PRESIDENT OF THE EHRI, THAT SYSTEM MANAGER'S COMPENSATION IS CONSIDERED BY THE EXECUTIVE COMMITTEE AND THE COMMITTEE MAKES RECOMMENDATIONS CONCERNING THAT SYSTEM MANAGER'S COMPENSATION TO THE EHRI BOARD OF TRUSTEES. THE COMMITTEE THEN MADE RECOMMENDATIONS TO THE FULL EHRI BOARD, IN ITS CAPACITY AS THE MEMBER OF CORE, RELATED TO THE COMPENSATION PACKAGES FOR THESE INDIVIDUALS. NONE OF THE INDIVIDUALS WHOSE COMPENSATION WAS BEING DISCUSSED WERE PRESENT DURING EXECUTIVE COMMITTEE DELIBERATIONS. THE COMMITTEE THEN PRESENTED ITS PROCESS, DELIBERATIONS AND RECOMMENDATIONS TO THE INDEPENDENT EHRI BOARD IN EXECUTIVE SESSION. IN ADDITION, THE COMPENSATION OF THE CORE PHYSICIANS' CHAIRMAN AND OTHER CLINICIAN MANAGERS IS GOVERNED BY THE CORE PHYSICIANS' COMPENSATION PLAN, WHICH IS APPROVED SOLELY BY THE SYSTEM MANAGERS (CORE'S PRESIDENT, PRESIDENT AND TREASURER OF EHRI). THE SYSTEM MANAGERS REVIEW COMPARABILITY DATA PREPARED BY A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT WHEN APPROVING COMPENSATION OF THE CLINICIAN MANAGERS, INCLUDING THE CHAIRMAN OF CORE. THE SYSTEM MANAGERS CONSIDER WHETHER THE COMPENSATION OF THE CLINICIAN MANAGERS (INCLUDING THE CHAIRMAN OF CORE) AND ANY ADJUSTMENTS TO COMPENSATION ARE IN THE ORGANIZATION'S BEST INTEREST AND BENEFIT AND IN COMPLIANCE WITH CORE PHYSICIANS' COMPENSATION PLAN.
PART I, LINE 4B	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: BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN, BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, EXETER HEALTH RESOURCES, INC. 457(B) RETIREMENT SAVINGS 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.
PART I, LINE 7	AS REQUIRED BY THIS FORM 990 AND AS REPORTED IN THE FORM 990 SCHEDULE J, ALTHOUGH THIS FILING COVERS THE FISCAL PERIOD OCTOBER 1, 2023 TO SEPTEMBER 30, 2024, COMPENSATION REPORTED IN THIS FILING IS CALENDAR YEAR 2023 COMPENSATION. IN ADDITION, AS REPORTED IN THE PRIOR YEAR FORM 990 FOR CORE PHYSICIANS, LLC, EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND EHRI IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC. IN ADDITION, AS DESCRIBED ABOVE, COMPENSATION FOR SOME INDIVIDUALS REPORTED IN THIS FORM 990 SCHEDULE J WAS SET PRIOR TO JULY 1, 2023 BY THE EHRI EXECUTIVE COMMITTEE AND BOARD AND THE COMPENSATION FOR OTHER INDIVIDUALS REPORTED IN THIS FORM 990 SCHEDULE J WAS SET EFFECTIVE OR SUBSEQUENT TO JULY 1, 2023 BY THE BILH COMPENSATION COMMITTEE AND BOARD. FOR INDIVIDUALS WHOSE COMPENSATION WAS SET BY EHRI: EHRI AS SOLE MEMBER OF CORE PHYSICIANS, LLC PROVIDES AN ANNUAL INCENTIVE COMPENSATION PLAN FOR EXECUTIVES SELECTED BY THE EHRI BOARD OF TRUSTEES. SUCH PERSONS AND THEIR INCENTIVE COMPENSATION ARE DISCLOSED ON THIS FORM 990, PART VII, AND THIS SCHEDULE J. THE EHRI BOARD AND/OR ITS EXECUTIVE COMMITTEE APPROVED MEASURABLE ACHIEVEMENT CRITERIA FOR QUALITY, PATIENT SATISFACTION, PROCESS IMPROVEMENT, FINANCIAL PERFORMANCE, SERVICES INNOVATION AND OTHER COMPELLING AREAS OF STRATEGIC AND OPERATIONAL INTEREST. ADDITIONALLY, THE BOARD AND/OR ITS EXECUTIVE COMMITTEE ESTABLISHED MINIMUM, TARGETED AND MAXIMUM LEVELS FOR INCENTIVE AWARDS AND APPROVES ALL AWARDS FOR PARTICIPATING EXECUTIVES. FOR INDIVIDUALS WHOSE COMPENSATION WAS SET BY BILH: 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 2023 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.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES:	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, 2024 IS CALENDAR YEAR 2023 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.
SCHEDULE J FOOTNOTES (CONTINUED):	ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW. ABRAMSON, ESQ., S. MICHAEL -ASSOCIATE GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH, INC. -ASSISTANT CLERK (EX-OFFICIO) - EXETER HOSPITAL, INC. -TERM BEGAN ON MAY 30, 2024 -ASSISTANT CLERK (EX-OFFICIO) - EXETER HEALTH RESOURCES. INC. -TERM BEGAN ON MAY 30, 2024 -ASSISTANT CLERK (EX-OFFICIO) CORE PHYSICIANS. LLC -TERM BEGAN ON MAY 30, 2024 AS NOTED, MR. ABRAMSON SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. ACCORDINGLY, SINCE MR. ABRAMSON DID NOT BEGIN SERVING IN HIS POSITIONS UNTIL CALENDAR YEAR 2024, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. BONESHO, M.D., ALEXANDRA -FORMER BOARD CHAIRMAN AND MANAGING MEMBER , CLINICIAN MANAGER, CORE PHYSICIANS LLC BOYD, ESQ, STEPHEN -ASSISTANT CLERK (EX-OFFICIO) (DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION) - ANNA JAQUES HOSPITAL, INC. -TERM BEGAN ON SEPTEMBER 26, 2024 -ASSISTANT CLERK (DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION) - SEACOAST AFFILIATED GROUP PRACTICE, INC. -TERM BEGAN ON SEPTEMBER 26, 2024 IN ADDITION, MR. BOYD HELD FOLLOWING ROLES TERM STARTED JANUARY 29, 2024 AND ENDED MAY 29, 2024. -ASSISTANT CLERK (EX-OFFICIO) (DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION) - CORE PHYSICIANS, LLC ASSISTANT CLERK (EX-OFFICIO) (DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION) - EXETER HEALTH RESOURCES, INC. -ASSISTANT CLERK (DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION) - EXETER HOSPITAL, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. CABRAL, D.O., CHAD -GASTROENTEROLOGIST - CORE PHYSICIANS, LLC CASASSA, ALLISON J. UNLESS OTHERWISE NOTED, MS. CASASSA SERVED IN THE FOLLOWING POSITIONS DURING THE PERIOD ENDED SEPTEMBER 30, 2024: -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER - EXETER HOSPITAL, INC. -TRUSTEE - ROCKINGHAM VISITING NURSE ASSOC & HOSPICE -CHIEF FINANCIAL OFFICER, TRUSTEE & TREASURER - EXETER MED REAL, INC. -MANAGING MEMBER & ASSISTANT TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MS. CASASSA INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $124,500 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED OUT IN THE AMOUNTS OF $12,769. CASSETTA, SANDY -VICE PRESIDENT, FINANCE - EXETER HOSPITAL, INC. -VICE PRESIDENT, FINANCE AND PHYSICIAN COMPENSATION CORE PHYSICIANS, LLC INCENTIVE COMPENSATION FOR MS. CASSETTA INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $90,000 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED-OUT IN THE AMOUNTS OF $11,538. CLERK, M.D., AVNISH -ORTHOPEDIC SURGEON CORE PHYSICIANS LLC COLMAN, M.D., AARON -ORTHOPEDIC SURGEON - CORE PHYSICIANS LLC CRESTA, DEBRA UNLESS OTHERWISE NOTED BELOW, MS. CRESTA HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2024: -TRUSTEE (EX-OFFICIO) & PRESIDENT - EXETER HEALTH RESOURCES, INC. -PRESIDENT & TRUSTEE - EXETER HOSPITAL, INC. -PRESIDENT, TRUSTEE, BOARD CHAIR & SECRETARY - EXETER MED REAL, INC. -TERM AS SECRETARY ENDED ON SEPTEMBER 30, 2024 -MANAGING MEMBER (EX-OFFICIO) - CORE PHYSICIANS, LLC -CHAIR & TRUSTEE (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOC & HOSPICE AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MS. CRESTA INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $176,100 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED OUT AND GROUP TERM LIFE INSURANCE IN THE AMOUNT OF $120,609 AND $11,409, RESPECTIVELY. DAVE, M.D., APARA -MANAGING MEMBER, CLINICIAN MANAGER CORE PHYSICIANS LLC FARRELL, M.D., KATHLEEN -MANAGING MEMBER, CLINICIAN MANAGER CORE PHYSICIANS LLC HENNELLY, LORI -VICE PRESIDENT, OPERATIONS CORE FACILITIES - CORE PHYSICIANS, LLC INCENTIVE COMPENSATION FOR MS. HENNELLY INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $78,303 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED-OUT IN THE AMOUNTS OF $15,058. JOHNSON, M.D., E. WILLIAM -UROLOGIST CORE PHYSICIANS LLC KATZ, J.D., JAMIE UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: -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 - BID - MILTON PHYSICIAN ASSOCIATES, INC. -CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. -CLERK - JORDAN PHYSICIAN ASSOCIATES, INC. -CLERK - 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 AND CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. -TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. -TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION -TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION -TRUSTEE AND CLERK (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. -TRUSTEE AND CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. -CLERK - WINCHESTER HEALTHCARE MANAGEMENT, INC. -CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -CLERK - LAHEY CLINIC, INC. -CLERK - LAHEY CLINIC HOSPITAL, INC.D/B/A LAHEY HOSPITAL & MEDICAL CENTER -CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION -TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) -TRUSTEE AND CLERK - CAB HEALTH AND RECOVERY SERVICES, INC. -TRUSTEE AND CLERK - HEALTH AND EDUCATION HOUSING SERVICES, INC. -CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL -CLERK - 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 -CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. -CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -CLERK (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. -CLERK - EXETER HOSPITAL, INC. -CLERK (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 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 PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $76,930. IN ADDITION, MR. KATZ OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $29,355. KELLY, M.D., ROBERT -MANAGING MEMBER , CLINICIAN MANAGER CORE PHYSICIANS LLC -TERM ENDED ON MARCH 31, 2024
SCHEDULE J FOOTNOTES (CONTINUED):	LANIER, DO, MELANIE -PRESIDENT& MANAGING MEMBER(EX-OFFICIO), CLINICIAN MANAGER CORE PHYSICIANS LLC INCENTIVE COMPENSATION FOR MS. LANIER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $141,000 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED-OUT AND TUITION ASSISTANCE IN THE AMOUNTS OF $45,192 AND $31,760, RESPECTIVELY. MCGOVERN, M.D., THOMAS -ORTHOPEDIC SURGEON CORE PHYSICIANS LLC MCKEE, M.D., RODERICK -MANAGING MEMBER, CLINICIAN MANAGER CORE PHYSICIANS LLC MEEHAN, DO, NEIL -CHIEF EXECUTIVE PHYSICIAN EXETER HEALTH RESOURCES, INC. -TERM ENDED ON JUNE 7, 2024 -TRUSTEE ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE -TERM ENDED ON JUNE 7, 2024 -MANAGING MEMBER (EX-OFFICIO) (SYSTEM MANAGER, CHIEF EXECUTIVE PHYSICIAN) - CORE PHYSICIANS, LLC -TERMS ENDED ON JUNE 7, 2024 INCENTIVE COMPENSATION FOR MR. MEEHAN INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $156,000 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE INSURANCE BENEFIT IN THE AMOUNTS OF $12,952. PANGAN, M.D. MICHAEL -TRUSTEE EXETER HEALTH RESOURCES, INC. -TRUSTEE EXETER HOSPITAL, INC. -BOARD CHAIR & MANAGING MEMBER , CLINICIAN MANAGER CORE PHYSICIANS, LLC PEELMAN, M.D., JESSICA -MANAGING MEMBER, CLINICIAN MANAGER CORE PHYSICIANS LLC -TERM ENDED SEPTEMBER 30, 2024 PORTER, M.D., BRIAN -MANAGING MEMBER, CLINICIAN MANAGER CORE PHYSICIANS LLC RIOS, CINDY MS. RIOS SERVED IN THE FOLLOWING POSITIONS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2024: -EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. -TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP -TREASURER - 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 - 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. -TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. -TREASURER - JOSLIN CLINIC, INC. -TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. -TREASURER - THE JORDAN HEALTH SYSTEMS, INC. -TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. -TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -TREASURER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -TREASURER - 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 - SEACOAST AFFILIATED GROUP PRACTICE, INC. -TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. -TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. -TRUSTEE & TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. -TRUSTEE & TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. -TRUSTEE & TREASURER - 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. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) -TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION -TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING & REHABILITATION CENTER, INC. -TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL -TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. -TREASURER - EXETER HOSPITAL, INC. -TREASURER - EXETER MED REAL, INC. -TRUSTEE & TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOC AND HOSPICE -TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 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 $125,000 RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2023, 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. IN ADDITION, DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $52,757. SCHAFFER, M.D., MICHAEL -CHIEF MEDICAL OFFICER EXETER HEALTH RESOURCES, INC. -MANAGING MEMBER (EX-OFFICIO), CHIEF MEDICAL OFFICER AND CLINICIAN MANAGER CORE PHYSICIANS, LLC INCENTIVE COMPENSATION FOR MR. SCHAFFER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $120,000 AND OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR PTO CASHED-OUT IN THE AMOUNTS OF $38,462. SPRAUER, ESQ., CONSTANCE D. -SENIOR VICE PRESIDENT LEGAL AFFAIRS AND ASSISTANT CLERK EXETER HEALTH RESOURCES, INC. -TERM ENDED ON JANUARY 26, 2024 -ASSISTANT CLERK (SENIOR VICE PRESIDENT LEGAL AFFAIRS) - CORE PHYSICIANS, LLC -TERM ENDED ON JANUARY 26, 2024 -ASSISTANT CLERK (SENIOR VICE PRESIDENT LEGAL AFFAIRS) - EXETER HOSPITAL, INC. -TERM ENDED ON JANUARY 26, 2024 INCENTIVE COMPENSATION FOR MS. SPRAUER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $106,500.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

CORE PHYSICIANS LLC

Employer identification number

87-0807914

Return Reference	Explanation
FORM 990, PART I, LINE 1 AND PART III LINE 1:	THE MISSION OF CORE PHYSICIANS IS TO IMPROVE THE HEALTH OF THE COMMUNITY. THIS MISSION IS PRINCIPALLY ACCOMPLISHED THROUGH THE PROVISION OF HEALTH SERVICES AND INFORMATION TO THE COMMUNITY WITHIN THE RESOURCES AVAILABLE. AS A MULTI-SPECIALTY GROUP PRACTICE CORE PHYSICIANS PROVIDES COMMUNITY ACCESS TO PRIMARY CARE PHYSICIANS, SPECIALTY PHYSICIAN SERVICES, PEDIATRIC DENTAL SERVICES, OFFICE BASED LABORATORY SERVICE, AS WELL AS CONTRACTED PHYSICIANS TO SUPPORT EXETER HOSPITAL'S 24/7 INTENSIVIST'S COVERAGE PROGRAM IN ITS ICU, AND INPATIENT HOSPITALIST PROGRAM FOR ADULT AND PEDIATRICS. CORE PHYSICIANS SUPPORTS ACCESS TO ITS PHYSICIANS AND MEDICAL SERVICES THROUGH A ROBUST FINANCIAL ASSISTANCE PROGRAM THAT UNDERWRITES 100% OF THE COST OF MEDICAL CARE PROVIDED BY ITS PHYSICIANS BASED ON FAMILY SIZE AND INCOME FOR RESIDENTS OF OUR SERVICE AREA. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), EXETER HEALTH RESOURCES INC. (EHRI) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC) AND EXETER HEALTH RESOURCES INC SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL. EACH OF THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. 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 4,700 PHYSICIANS AND 39,000 EMPLOYEES.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	AS NOTED THROUGHOUT THIS FORM 990, CORE PHYSICIANS IS A NOT-FOR-PROFIT PHYSICIAN GROUP AND MEMBER OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES. CORE PHYSICIANS IS A NETWORK OF COMMUNITY-BASED PHYSICIANS AFFILIATED WITH BETH ISRAEL LAHEY HEALTH AND PROVIDING CARE IN CONJUNCTION WITH, AND IN THE COMMUNITIES SERVED BY, EXETER HOSPITAL (EH OR HOSPITAL) THESE PRACTICES ARE COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES SERVED BY EH AND CORE PHYSICIANS BY PROVIDING HIGH QUALITY, PERSONALIZED HEALTH CARE WITH COMPASSION, DIGNITY AND RESPECT FOR PATIENT RIGHTS IN A COST EFFECTIVE AND SAFE ENVIRONMENT AND IS DEDICATED TO PROVIDING CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE AND WORK, PROVIDING CARE TO IN THE COMMUNITY TO MEDICARE, MEDICAID AND ALL OTHER PATIENTS REGARDLESS OF THEIR RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. DURING THE PERIOD COVERED BY THIS FILING, CORE PHYSICIANS PROVIDED PRIMARY/FAMILY AND SPECIALTY CARE TO ITS PATIENTS. IN ADDITION, WHEN ADVANCED CARE IS NEEDED, CORE PHYSICIANS PROVIDES LEADING EDGE TREATMENT AT ITS AFFILIATE, EH AND LEADING-EDGE TREATMENT FROM BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) OR LAHEY HOSPITAL & MEDICAL CENTER AS WELL AS AND OTHER BILH AFFILIATES. LAHEY HOSPITAL & MEDICAL CENTER (LHMC) OR BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), EACH A LEVEL I TRAUMA CENTER AND PROVIDE TERTIARY CARE AND CARE IN A WIDE RANGE OF SPECIALTIES. PRIMARY CARE CORE PHYSICIANS WITH 53 PHYSICIANS THAT SPECIALIZE IN THE DELIVERY OF PRIMARY CARE AND PROVIDING CARE IN THE EPPING, EXETER, HAMPTON, KINGSTON, PLAISTOW, PORTSMOUTH, STRATHAM, MA, COMMUNITIES SERVED BY CORE PHYSICIANS AND EH. PRIMARY CARE PHYSICIANS (PCPS) ARE COMMUNITY-BASED MEDICAL DOCTORS WHO GENERALLY PROVIDE THE FIRST CONTACT FOR A PATIENT WITH A NON-EMERGENT UNDIAGNOSED HEALTH CONCERN, AS WELL AS CONTINUING CARE FOR A VARIETY OF MEDICAL CONDITIONS. DURING THE FISCAL YEAR COVERED BY THIS FILING, CPA HAD 147,743 PRIMARY CARE / FAMILY CARE PATIENT VISITS. SPECIALTY CARE IN ADDITION, TO PRIMARY CARE, CORE PHYSICIANS HAS 109 SPECIALTY CARE PROVIDERS WHO PROVIDE CARE IN A WIDE RANGE OF SPECIALTY CARE AREAS INCLUDING CARDIOLOGY, ENDOCRINIOLOGY, GASTRO, GEN SURG, VASCULAR, ID, OBS/GYN, ORTHO, ENT, PALLIATIVE, PHYSIATRY, PLASTICS, PULMONARY, RHEUMATOLOGY, UROLOGY, WOUND, PODIATRY, NEUROLOGY, SLEEP, CRITICAL CARE, HOSPITALIST, ACUPUNCTURE, ALLERGY, PSYCHIATRY IN EXETER, STRATHAM, PLASITOW AND PORTSMOUTH MASSACHUSETTS. DURING THE FISCAL YEAR COVERED BY THIS FILING, CPA HAD A TOTAL OF 115,000 SPECIALTY CARE VISITS ACROSS THESE DISCIPLINES. IN ADDITION TO THE ACCOMPLISHMENTS NOTED ABOVE FOR CORE PHYSICIANS, AND AS NOTED THROUGHOUT THIS FORM 990, CORE PHYSICIANS IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES. THE BILH CORE VALUES AND PRINCIPALS ARE LISTED HERE AS WELL AS NETWORK-WIDE ACCOMPLISHMENTS DURING THE FISCAL PERIOD COVERED BY THIS FILING. THE BILH NETWORK IS DELIVERING ON THE PROMISE TO BILH PATIENTS AND COMMUNITIES TO EXPAND ACCESS AND PROVIDE EXTRAORDINARY CARE, WHILE ALSO ADVANCING MEDICINE THROUGH DISCOVERY AND EDUCATION. 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. BILH IS ACCOMPLISHING THIS MISSION BY PROVIDING SUPPORT TO ITS AFFILIATES WHICH INCLUDE: 1. A PHYSICIAN ENTERPRISE THAT ENCOMPASSES THE SYSTEM'S NETWORK OF EMPLOYED PRIMARY CARE AND SPECIALTY PHYSICIANS LOCATED THROUGHOUT OUR REGION; 2. A HOSPITAL AND AMBULATORY SERVICES GROUP THAT INCLUDES WORLD-CLASS ACADEMIC MEDICAL CENTERS AND TEACHING HOSPITALS WITH AFFILIATIONS WITH HARVARD MEDICAL SCHOOL, UM AND TUFTS UNIVERSITY SCHOOL OF MEDICINE; LEADING COMMUNITY HOSPITALS; A RENOWNED ORTHOPEDICS HOSPITAL; AND COMPREHENSIVE AMBULATORY CENTERS; 3. A POPULATION HEALTH ENTERPRISE THAT EMBRACES A MODEL OF CARE TO IMPROVE THE HEALTH OF ALL THOSE SERVED BY BILH; THE POPULATION HEALTH DOMAIN INCLUDES THE SYSTEM'S CLINICALLY INTEGRATED NETWORK OF AFFILIATED PROVIDERS AND VITAL SERVICES, INCLUDING BEHAVIORAL HEALTH AND HOME CARE SERVICES; 4. A ROBUST NETWORK OF ADMINISTRATIVE AND OPERATIONAL SERVICES TO ADVANCE STRATEGIC GOALS, BOTH LOCALLY AND AT THE SYSTEM LEVEL, THAT OFFERS EXPERTISE AND STANDARDIZED RESOURCES BASED ON BEST PRACTICES. 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), THE JOSLIN DIABETES CENTER, EXETER HEALTH RESOURCES, INC (EHRI) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC), EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND LHSS IN TURN SERVED AS THE SOLE MEMBER OF BETH ISRAEL LAHEY HEALTH PRIMARY CARE. THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. SEE FORM 990 SCHEDULE R FOR ADDITIONAL AFFILIATED ENTITIES. BILH PROVIDES CENTRALIZED SUPPORT TO ITS NETWORK OF SUPPORTED ORGANIZATIONS. BILH SUPPORT INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING SERVICES: DEVELOPMENT AND FUNDRAISING, STRATEGIC PLANNING, COMPLIANCE, GOVERNANCE AND LEGAL SUPPORT, HUMAN RESOURCES, PATIENT CARE PAYOR CONTRACTING, OPERATIONAL SUPPORT SUCH AS PROCESSING PAYROLL AND ACCOUNTS PAYABLE, NETWORK-WIDE BENEFIT PLAN STRUCTURING AND NETWORK-WIDE CASH MANAGEMENT. BILH OVERSEES THE FINANCIAL WELL-BEING OF ITS AFFILIATES, INCLUDING PROVIDING MANAGEMENT, LEADERSHIP, DEBT STRUCTURING SUPPORT, FINANCING OF CAPITAL PROJECTS THROUGH ITS OBLIGATED GROUP DEBT AND FINANCIAL SUPPORT SERVICES, INCLUDING INTERNAL AND EXTERNAL AUDIT, TREASURY, INSURANCE AND TAX SERVICES. FOR THE FISCAL PERIOD COVERED BY THIS FILING BILH, INC. PROVIDED SERVICES AND SUPPORT TO ITS AFFILIATES, IN THE AMOUNT OF $15,835,226,845. ADDITIONAL DETAIL ABOUT ACCOMPLISHMENTS ACROSS BILH ARE BELOW. BILH NETWORK ACCOMPLISHMENTS AND ACTIVITIES FISCAL YEAR ENDED SEPTEMBER 30, 2024 BILH'S SUPPORT OF ITS AFFILIATES ENABLES THE NETWORK AS A WHOLE TO ACCOMPLISH ITS PRIMARY MISSION OF IMPROVING THE HEALTH OF PATIENTS, THEIR FAMILIES AND THE COMMUNITIES SERVED. AS NOTED PREVIOUSLY IN THIS FILING, BILH STRIVES TO ACCOMPLISH THIS MISSION BY DELIVERING THE HIGH-QUALITY HEALTH CARE THAT EVERY PATIENT DESERVES. BILH BELIEVES THAT EFFECTIVE CARE IS EASILY ACCESSIBLE AND SIMPLE TO USE 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 AND BILH IS ACCOMPLISHING THIS GOAL BY PROVIDING SUPPORT TO EACH OF ITS AFFILIATES, PROVIDING AN ORGANIZATIONAL STRUCTURE AND OPERATING MODEL WHICH IS DRIVEN BY FOUR DEEPLY INTERCONNECTED DOMAINS DESIGNED TO ADVANCE MEANINGFUL PARTNERSHIPS ACROSS ORGANIZATIONS, CARE SETTINGS, SPECIALTIES, AND GEOGRAPHIES TO ENSURE BILH PATIENTS RECEIVE THE CARE THEY NEED IN THE COMMUNITIES WHERE THEY LIVE AND WORK.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	PATIENT CARE DELIVERY ACROSS THE BILH NETWORK -- FISCAL YEAR ENDED SEPTEMBER 30, 2024 HOSPITAL CARE: DURING THE PERIOD COVERED BY THIS FILING, THE BILH HOSPITALS PROVIDED CARE TO PATIENTS IN A FULL SPECTRUM OF SPECIALTIES AND UTILIZING A WIDE RANGE OF MODALITIES. BELOW ARE A SAMPLE OF THE HOSPITAL CARE PROVIDED TO BILH PATIENTS. DURING THE FISCAL YEAR COVERED BY THIS FILING, BILH HOSPITALS HAD APPROXIMATELY 4.9 MILLION OUTPATIENT ENCOUNTERS. APPROXIMATELY 80,000 OUTPATIENT/AMBULATORY SURGERIES AND OVER 100,000 ENDOSCOPIES WERE PERFORMED, IN ADDITION, ACROSS BILH HOSPITALS PATIENTS HAD MORE THAN 141,000 ONCOLOGY VISITS AND ALMOST 111,000 ONCOLOGY INFUSIONS, 268,000 EKGS, OVER 59,000 ORTHOPEDIC PROCEDURES, MORE THAN 758,000 RADIOLOGY EXAMS, OVER 312,000 CT EXAMS, MORE THAN 177,000 ULTRASOUND PROCEDURES, OVER 142,000 MRIS, OVER 221,000 OUTPATIENT BREAST IMAGING EXAMS, APPROXIMATELY 312,000 OUTPATIENT REHABILITATION AND PHYSICAL THERAPY VISITS AND MORE THAN 11.7 MILLION OUTPATIENT LAB TESTS WERE PERFORMED. THE BILH HOSPITALS ALSO HAD APPROXIMATELY 432,000 EMERGENCY DEPARTMENT VISITS, MORE THAN 35,000 OBSERVATION CASES AND MORE THAN 137,000 INPATIENT DISCHARGES WITH APPROXIMATELY 729,000 INPATIENT DAYS, INCLUDING MORE THAN 44,000 INPATIENT PSYCH DAYS. DURING THIS PERIOD MORE THAN 31,000 INPATIENT SURGERIES WERE PERFORMED AND APPROXIMATELY 14,000 NEWBORNS WERE DELIVERED AND THERE WERE APPROXIMATELY 52,000 PAIN CLINIC VISITS. BILH HOSPITALS ALSO HAD MORE THAN 75,000 URGENT CARE VISITS DURING THIS PERIOD. NON-HOSPITAL PHYSICIAN CARE: DURING THE PERIOD COVERED BY THIS FILING, THE BILH PHYSICIANS PROVIDED CARE TO PATIENTS OUTSIDE OF THE HOSPITALS AND IN PHYSICIAN OFFICE OR OTHER CLINICAL SETTINGS. BELOW ARE A SAMPLE OF THE NON-HOSPITAL PHYSICIAN SERVICES PROVIDED TO BILH PATIENTS. DURING THE FISCAL YEAR COVERED BY THIS FILING, MORE THAN 470 PRIMARY CARE AND FAMILY PRACTICE PROVIDERS HAD APPROXIMATELY 843,000 PATIENT VISITS AND PROVIDERS ACROSS THE FULL SPECTRUM OF SPECIALTIES HAD MORE THAN 624,000 PATIENT VISITS. IN ADDITION, JOSLIN DIABETES CENTER HAD MORE THAN 27,000 PATIENT VISITS RELATED TO DIABETES CARE AND THERE WERE MORE THAN 53,000 URGENT CARE VISITS TO NON-HOSPITAL URGENT CARE LOCATIONS. COMMUNITY BENEFITS, UNCOMPENSATED CARE, COSTS TO PROVIDE CARE TO MEDICAID AND MEDICARE PATIENTS FISCAL YEAR ENDED SEPTEMBER 30, 2024 DURING THE FISCAL YEAR COVERED BY THIS FILING BILH HOSPITALS PROVIDED MORE THAN $52 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 ENSURE 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 $35.5 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 $161 MILLION RELATED TO TREATING MEDICARE PATIENTS. IN ADDITION TO THE COSTS NOTED ABOVE, 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 HEALTH CENTERS AND OTHER GROUPS AS WELL AS COSTS INCURRED RELATED TO SUBSIDIES FOR PRIMARY AND SPECIALTY CARE ACCESS, BEHAVIORAL HEALTH CARE AND OTHER CARE PROVIDED AT A LOSS TOTALING OVER $150 MILLION. 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. EDUCATION AND RESEARCH FISCAL YEAR ENDED SEPTEMBER 30, 2024 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 $370 MILLION IN RESEARCH EXPENSES, MORE THAN $91 MILLION OF WHICH WERE INTERNALLY FUNDED. ACROSS BILH HOSPITALS, COSTS FOR TRAINING MEDICAL PROFESSIONALS EXCEEDED $210 MILLION. REIMBURSEMENT FROM MEDICARE FOR THESE ACTIVITIES WAS APPROXIMATELY $67 MILLION WHICH LEFT A COMBINED SHORTFALL RELATED TO THESE ACTIVITIES ACROSS BILH OF OVER $143 MILLION WHICH IS AN INVESTMENT IN THE HEALTH SYSTEM OF TOMORROW. ADDITIONAL BILH NETWORK ACTIVITIES -- EXPANDING ACCESS AND SERVICES; CONTINUING TO PROVIDE HIGH QUALITY CARE AT A LOWER COST; BEHAVIORAL HEALTH; COMMUNITY INVESTMENTS FISCAL YEAR ENDED SEPTEMBER 30, 2024 THROUGHOUT THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH ("BILH") REMAINED COMMITTED TO DELIVERING HIGH-QUALITY CARE AT A LOWER COST BY LEVERAGING COMMUNITY SETTINGS AND MAINTAINING CARE WITHIN THE BILH PERFORMANCE NETWORK ("BILHPN"), WHEN APPROPRIATE. THE FOLLOWING HIGHLIGHTS SOME OF THESE ONGOING EFFORTS. IN ADDITIONAL TO THE ACCOMPLISHMENTS NOTED ABOVE, BILH CONTINUED THIS COMMITMENT WITH THE FOLLOWING ACTIVITIES: ENHANCING THE BILHPN OPERATING MODEL BILH PERFORMANCE NETWORK ("BILHPN") IS BILH'S CLINICALLY INTEGRATED NETWORK OF PHYSICIANS, CLINICIANS, AND HOSPITALS THAT WORK TOGETHER TO PROVIDE HIGH-QUALITY, COST-EFFECTIVE CARE FOR PATIENTS. BILHPN ACHIEVED ITS GOAL OF BECOMING A FULLY INTEGRATED CLINICALLY INTEGRATED NETWORK ("CIN") IN FY 2024. THIS MOVE POSITIONED ITS PROVIDERS TO IMPROVE CARE QUALITY AND SUCCEED IN A VALUE-BASED DELIVERY SYSTEM. ALONGSIDE THIS TRANSFORMATION, BILHPN HAS REDEFINED ITS OPERATING MODEL TO PRIORITIZE HIGH-QUALITY CARE, IMPROVE THE HEALTH OF THE POPULATIONS BILH SERVES, ENHANCE PERFORMANCE, AND PROMOTE WELL-BEING ACROSS ITS NETWORK. THROUGHOUT FY 2024, BILHPN CONCENTRATED ON QUALITY IMPROVEMENT INITIATIVES, SUCH AS REDUCING DISPARITY GAPS, LOWERING READMISSION RATES, IMPROVING DIABETES AND HYPERTENSION MANAGEMENT, AND ENHANCING SKILLED NURSING CARE VISITS. IMPROVING PHARMACY ACCESS THROUGHOUT FY 2024, BILH PHARMACY EXPERIENCED SIGNIFICANT EXPANSION THAT REFLECTS ITS ONGOING COMMITMENT TO IMPROVING ACCESS TO CARE AND REDUCING THE COST OF CARE. ITS ACHIEVEMENTS INCLUDE: EXPANDED ACCESS TO 8,000 ADDITIONAL PATIENTS, INCLUDING 5,700 MEDICAID PATIENTS; IMPROVED PATIENT FINANCIAL ASSISTANCE SERVICES; LAUNCHED CLINICS FOCUSED ON WEIGHT LOSS AND IRRITABLE BOWEL SYNDROME AND EXPANDED ACCESS TO ANTICOAGULATION MANAGEMENT THROUGH THE CENTRALIZED ANTICOAGULATION MANAGEMENT PROGRAM; LAUNCHED INSCRIPT TO PROVIDE PHARMACY BENEFIT MANAGEMENT ("PBM") SERVICES TO FULLY INSURED AND SELF-FUNDED HEALTH PLANS, RESULTING IN HEALTH PLAN MEMBERS SAVING OVER 20% IN OUT-OF-POCKET COSTS AND GREATER ACCESS TO MEDICATION; AND, EXPANDED PHARMACY PRESENCE IN CLINICS TO IMPROVE ACCESS TO MEDICATIONS FOR TREATING DIABETES AND CARDIOVASCULAR DISEASES. INCREASING ACCESS TO BEHAVIORAL HEALTH SERVICES IN FY 2024, BILH AWARDED $1.2 MILLION TO FOUR COMMUNITY-BASED ORGANIZATIONS TO IMPLEMENT BEHAVIORAL HEALTH NAVIGATOR PROGRAMS THAT WILL FUND THE HIRING, TRAINING, AND SUPPORT OF COMMUNITY-BASED BEHAVIORAL HEALTH NAVIGATORS WHO WILL WORK TO IDENTIFY, UNDERSTAND, AND EFFECTIVELY CONNECT RESIDENTS EXPERIENCING MENTAL HEALTH AND SUBSTANCE USE ISSUES TO APPROPRIATE SUPPORT AND ASSISTANCE. THE FOUR NONPROFIT ORGANIZATIONS IN THE GATEWAY MUNICIPALITIES OF HAVERHILL, LYNN, PEABODY, AND QUINCY HAVE BEEN GIVEN $300,000 EACH FROM FY 2024 TO 2027 TO LAUNCH THESE PROGRAMS IN THEIR COMMUNITIES.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	LABORATORY SERVICES EXPANSION AND OPTIMIZATION BILH TRANSITIONED TO CENTRALIZED OVERSIGHT OF ALL LABORATORY DRAW SITES IN FY 2024 AND CREATED 11 NEW COMMUNITY-BASED LAB DRAW STATIONS, WHICH INCREASES PATIENT ACCESS TO LAB SERVICES AND IMPROVES BOTH PATIENT AND PROVIDER SATISFACTION. THE CENTRALIZED OVERSIGHT MODEL BETTER ENABLES BILH TO FOCUS ON QUALITY, SERVICE, AND PHLEBOTOMIST RECRUITMENT. IN ADDITION, BILH CONTINUES TO REFINE TRANSPORTATION ROUTES FOR LAB SPECIMENS, MAINTAINING HIGH STANDARDS FOR TURNAROUND TIMES AND EFFICIENCY, WHICH FURTHER IMPROVES THE OVERALL QUALITY OF LABORATORY SERVICES. ENHANCEMENT OF CARE DELIVERY ACROSS PRIMARY CARE PRACTICES BILH PRIMARY CARE ("BILHPC") CONTINUED TO ENHANCE CARE DELIVERY AND ELEVATE THE QUALITY OF CARE THROUGHOUT ITS PRACTICES, AS DEMONSTRATED BY THE FOLLOWING INITIATIVES: PARTNERED WITH A BILHPN PHARMACIST AND LOCAL DIABETES NURSE EDUCATORS TO LAUNCH A DIABETES HUB AND SPOKE MODEL IN THE MILTON AND NEEDHAM PRIMARY CARE REGIONS, WHERE A DIABETES-SPECIALIZED ADVANCED PRACTICE PRACTITIONER IS EMBEDDED IN THE PRACTICE; COLLABORATED WITH BILH PHARMACY TO PLAN THE EXPANSION OF REMOTE BLOOD PRESSURE MONITORING FOR IMPROVED HYPERTENSION MANAGEMENT; EXPANDED THE VIRTUALIST PROGRAM, ENHANCING ACCESS TO ACUTE AND OVERFLOW CARE; AND INTRODUCED A SELF-SCHEDULING TOOL FOR NEW PATIENTS SEEKING TO ESTABLISH CARE WITH A PRIMARY CARE PROVIDER. EDUCATION AND AWARENESS EFFORTS TO PROMOTE ACCESS TO CARE IN FY 2024, BILH WORKED TO IMPROVE ACCESS FOR MASSHEALTH PATIENTS IN EASTERN MASSACHUSETTS THROUGH VARIOUS COMMUNICATIONS INITIATIVES. A KEY EFFORT WAS LAUNCHING A MONTHLY NEWSLETTER, AVAILABLE IN SEVEN LANGUAGES, TO ENGAGE PATIENTS AND SHARE HEALTH INFORMATION. NEW ENGLAND BAPTIST HOSPITAL ("NEBH") HOSTED INFORMATION SESSIONS TO EDUCATE UNDERSERVED POPULATIONS ABOUT ITS SERVICES. NEBH ALSO PERFORMED OUTREACH TO COMMUNITY HOUSING FACILITIES, PARTICIPATED IN BOSTON MAYOR WU'S HISPANIC HERITAGE MONTH LUNCHEON, AND PARTNERED WITH NEIGHBORHOOD ASSOCIATIONS AND MAIN STREET BOARDS.
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, 2024. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), THE JOSLIN DIABETES CENTER, EXETER HEALTH RESOURCES, INC. (EHRI) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). EHRI IN TURN SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL AND OTHER AFFILIATES OF EHRI. EACH OF THESE BILH AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. IN ADDITION, THE BILH FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. THE ACCOUNTS OF THE ENTITIES FOR WHICH HMFP SERVES AS MEMBER ARE ALSO INCLUDED IN THE HMFP AND BILH AUDITED FINANCIAL STATEMENTS. THE AUDIT AND COMPLIANCE COMMITTEE OF BILH'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR THE NETWORK AS A WHOLE.
FORM 990, PART V, LINE 7G:	CORE PHYSCIANS, LLC DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
FORM 990, PART V, LINE 7H:	CORE PHYSCIANS, LLC 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 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, EXETER HEALTH RESOURCES, INC. (EHRI) AND 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 THE DIRECT OR INDIRECT MEMBER OF 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	YES. EXETER HEALTH RESOURCES, INC. (EHRI) IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC (CORE OR COMPANY).
FORM 990, PART VI, SECTION A, LINE 7A	CORE PHYSICIANS, LLC (CORE OR COMPANY) WILL HAVE A TOTAL OF THIRTEEN (13) MANAGERS, DIVIDED INTO TWO (2) CLASSES, WITH EACH CLASS OF MANAGERS HAVING DIFFERING VOTING RIGHTS AND RESPONSIBILITIES IN THE MAKING OF CERTAIN DECISIONS, AS DESCRIBED BELOW. FIVE (5) OF THE MANAGERS SHALL BE EHRI MANAGERS (EACH WITH VOTE) AND EIGHT (8) OF THE MANAGERS SHALL BE CLINICIAN MANAGERS (EACH WITH VOTE). EHRI MANAGERS THE EHRI MANAGERS WILL CONSIST OF: (I) THE PRESIDENT OF THE COMPANY, EX OFFICIO, (II) THE PRESIDENT OF EHRI OR HIS OR HER DESIGNEE, EX OFFICIO, (III) THE CHIEF FINANCIAL OFFICER OF EHRI OR HIS OR HER DESIGNEE, EX OFFICIO, (IV) THE CHIEF OPERATING OFFICER OF EHRI OR HIS OR HER DESIGNEE, EX OFFICIO, AND (V) THE CHIEF PHYSICIAN EXECUTIVE OF EHRI OR HIS OR HER DESIGNEE, EX OFFICIO; PROVIDED THAT IF AT ANY TIME EHRI DOES NOT HAVE A CHIEF OPERATING OFFICER OR CHIEF PHYSICIAN EXECUTIVE (SUCH THAT THE EX OFFICIO POSITIONS UNDER (IV) OR (V) WOULD BE LEFT VACANT), THE PRESIDENT OF EHRI MAY APPOINT A DIFFERENT MEMBER OF EHRI SENIOR MANAGEMENT TO SERVE EX OFFICIO AND TILL THE VACANT POSITION; AND PROVIDED, FURTHER, THAT NONE OF THE EHRI MANAGERS SHALL BE EMPLOYEES OF THE COMPANY OR WILL RECEIVE FEES, COMPENSATION FOR THEIR SERVICE AS SUCH OR ANY OTHER PECUNIARY BENEFIT (WITHIN THE MEANING OF NH RSA 7: 19-A) OF ANY TYPE FROM THE COMPANY. CLINICIAN MANAGERS. THE CLINICIAN MANAGERS WILL BE ELECTED FROM AMONG THE PHYSICIANS, DENTISTS, NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS ("CLINICIANS") WHO ARE EMPLOYED BY THE COMPANY. THE CHIEF MEDICAL OFFICER OF THE COMPANY SHALL BE A CLINICIAN MANAGER, EX-OFFICIO, FOR AS LONG THERE IS A CHIEF MEDICAL OFFICER OF THE COMPANY. IN THE EVENT THAT THERE ARE NO CLINICIANS EMPLOYED BY THE COMPANY, THERE SHALL BE NO CLINICIAN MANAGERS, AND ANY RESPONSIBILITIES OF THE MANAGERS AS SET FORTH IN SECTION 2.4(A) SHALL BE CARRIED OUT BY THE EHR MANAGERS. EXCEPT FOR THE CHIEF MEDICAL OFFICER OF THE COMPANY, WHO SHALL SERVE AS A CLINICIAN MANAGER FOR SO LONG AS SUCH INDIVIDUAL HOLDS THE POSITION AS CHIEF MEDICAL OFFICER, THE NOMINATING COMMITTEE WILL NOMINATE A SLATE OF CLINICIAN MANAGERS TO FILL THE POSITIONS OF THOSE WHOSE TERMS ARE EXPIRING. THE SLATE OF NOMINEES WILL FIRST BE APPROVED AT SUCH MEETING BY THE CLINICIAN AND EHR MANAGERS, VOTING AS A GROUP, AND SHALL THEN BE SUBMITTED FOR FINAL APPROVAL BY THE MEMBER. THE MEMBER, IN ITS SOLE DISCRETION, MAY ACCEPT, REJECT OR MODIFY THE RECOMMENDED SLATE WITHOUT RESUBMITTING IT FOR FURTHER APPROVAL TO THE MANAGERS.
FORM 990, PART VI, SECTION A, LINE 7B	EXETER HEALTH RESOURCES, INC. (EHRI) IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC (CORE OR COMPANY). IN ADDITION, AS NOTED THROUGHOUT THIS FILING, EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH, INC. (BILH OR SYSTEM MEMBER) BECAME THE SOLE MEMBER OF EHRI. SUBJECT TO THE PROVISIONS OF THE CERTIFICATE OF FORMATION AND OPERATING AGREEMENT AND THE AUTHORITIES OF THE SYSTEM MEMBER AS DESCRIBED IN THE EHRI ARTICLES OF AGREEMENT AND BYLAWS , THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY THE NEW HAMPSHIRE LIMITED LIABILITY COMPANY ACT (ACT). IN ADDITION, EXCEPT AS EXPRESSLY GRANTED TO THE MANAGEMENT BOARD OF THE COMPANY (BOARD) IN THE OPERATING AGREEMENT, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY THE ACT ON BOARDS OF LIMITED LIABILITY COMPANIES ORGANIZED UNDER THE ACT. THE POWERS RESERVED TO THE MEMBER ARE POWERS TO APPROVE AND/OR INITIATE ACTIONS SUBJECT TO BOARD AUTHORITY UNDER THE ACT, AS DESCRIBED BELOW, AND SHALL BE EXERCISED SUBJECT TO AND IN ACCORDANCE WITH THE GOVERNING DOCUMENTS OF THE MEMBER. THE POWER OF THE COMPANY TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER LEGAL ENTITY SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE COMPANY AS A MEMBER OF ANOTHER LEGAL ENTITY UNDER NEW HAMPSHIRE LAW MAY BE EXERCISED BY THE COMPANY ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE COMPANY AS A MEMBER OF ANOTHER LEGAL ENTITY UNDER NEW HAMPSHIRE LAW MAY BE EXERCISED DIRECTLY BY THE MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE COMPANY; AND (Z) OTHER THAN STATUTORY POWERS, THE COMPANY SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE LEGAL ENTITIES OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE COMPANY BY ACTION OF THE MEMBER'S BOARD. IN ADDITION, SUBJECT TO THE AUTHORITY OF THE SYSTEM MEMBER AND THE MEMBER, THE VOTING RIGHTS, REQUIREMENTS AND QUALIFICATIONS OF MANAGERS, AND THE EXCLUSIVE RESPONSIBILITIES OF THE EHRI MANAGERS. THE EHRI AND CLINICIAN MANAGERS ACTING TOGETHER, SHALL EXERCISE THE POWERS AND RESPONSIBILITIES OF THE BOARD, WHICH SHALL INCLUDE THE POWER AND AUTHORITY TO: (I) ESTABLISH STANDARDS FOR MEDICAL PRACTICE AND OTHER CLINICIAN SERVICES AND MONITOR DEMAND FOR SERVICES PROVIDED BY THE COMPANY'S EMPLOYEES; (II) MONITOR FINANCIAL PERFORMANCE AND ON-GOING COMPLIANCE WITH LAWS APPLICABLE TO THE SERVICES PROVIDED BY THE COMPANY'S EMPLOYEES; (III) IDENTIFY RECRUITMENT NEEDS FOR ADDITIONAL CLINICIANS AND QUALIFICATIONS FOR CERTAIN PROFESSIONAL POSITIONS; AND (IV) ADOPT THE ANNUAL OPERATING AND CAPITAL BUDGETS FOR RECOMMENDATION TO AND APPROVAL BY THE MEMBER. EXCLUSIVE RESPONSIBILITIES OF EHRI MANAGERS. THE EHRI MANAGERS WILL HAVE SOLE AUTHORITY TO OVERSEE THE MANAGEMENT AND DAY-TO-DAY AFFAIRS OF THE COMPANY, TO ESTABLISH COMPENSATION AND ANY OTHER PECUNIARY BENEFITS FOR ITS EMPLOYEES (INCLUDING THE CLINICIAN MANAGERS), TO SET ALL OTHER TERMS AND CONDITIONS OF EMPLOYMENT, FOLLOWING INPUT FROM THE CLINICIAN MANAGERS AS AND WHEN REQUESTED BY THE EHRI MANAGERS, AND TO ADDRESS SUCH ITEMS AS MAY FROM TIME TO TIME BE RESERVED TO THE EHRI MANAGERS FOR ACTION UPON APPROVAL OF THE MEMBER. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, ANY PECUNIARY MATTERS BROUGHT BEFORE THE BOARD, INCLUDING WITHOUT LIMITATION, REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES, SHALL BE RESERVED TO THE EHRI MANAGERS EXCLUSIVELY. THE EHRI MANAGERS MAY MEET SEPARATELY FOR SUCH PURPOSES; OTHERWISE, THE CLINICIAN MANAGERS WILL BE RECUSED FROM ANY PORTION OF A MEETING AT WHICH MATTERS RESERVED TO THE EHR MANAGERS ARE TO BE ADDRESSED.
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 CORE PHYSICIANS, LLC . 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 CORE PHYSICIANS, LLC 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. CORE PHYSICIANS, LLC 'S FORM 990 IS REVIEWED INTERNALLY BY THE BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE. CORE PHYSICIANS, LLC '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 CORE PHYSICIANS, LLC '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, CORE PHYSICIANS, LLC 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 THE ENTITY LEVEL. PURSUANT TO THESE POLICIES, BILH ENTITIES' OFFICERS, TRUSTEES AND KEY EMPLOYEES AS WELL AS CERTAIN OTHER INDIVIDUALS ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST AND TAX QUESTIONNAIRE (COI-TQ). THE COI-TQ IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS AND FAMILY RELATIONSHIPS AND AFFILIATIONS MAINTAINED BY OFFICERS, TRUSTEES, OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A REAL OR PERCEIVED CONFLICT OF INTEREST. THE BILH OFFICE OF INTEGRITY AND COMPLIANCE, IN CONJUNCTION WITH THE BILH TAX DEPARTMENT, ADMINISTERS THE COI-TQ PROCESS ANNUALLY. 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 CORE PHYSICIANS, LLC 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 CORE PHYSICIANS, LLC BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE COI-TQ PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR CORE PHYSICIANS, LLC 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 REQUIRED BY THIS FORM 990 AND AS REPORTED IN THE FORM 990 SCHEDULE J, ALTHOUGH THIS FILING COVERS THE FISCAL PERIOD OCTOBER 1, 2023 TO SEPTEMBER 30, 2024, COMPENSATION REPORTED IN THIS FILING IS CALENDAR YEAR 2023 COMPENSATION. IN ADDITION, AS REPORTED IN THE PRIOR YEAR FORM 990 FOR CORE PHYSICIANS, LLC. (CORE), EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND EHRI IS THE MEMBER OF CORE. THE PRESIDENT OF EHRI ALSO SERVES AS THE PRESIDENT (EX-OFFICIO) OF CORE. THE EHRI PRESIDENT EFFECTIVE JULY 1, 2023 AS WELL AS OTHER CORE OFFICERS AND SYSTEM MANAGERS WHOSE POSITIONS COMMENCED ON OR AFTER JULY 1, 2023 AND WHO ARE EMPLOYED BY BILH, WAS SET BY THE BILH COMPENSATION COMMITTEE AND/OR BOARD. COMPENSATION FOR THE EHRI AND CORE PRESIDENT WHO COMMENCED IN THAT ROLE EFFECTIVE JULY 1, 2023 WAS ALSO SET BY THE BILH COMPENSATION COMMITTEE. COMPENSATION OF OTHER CORE OFFICERS, SYSTEM MANAGERS AND KEY EMPLOYEES WAS SET PRIOR TO BILH BECOMING THE SOLE MEMBER OF EHRI AND WAS SET BY THE EHRI COMPENSATION COMMITTEE AND BOARD. BOTH COMPENSATION COMMITTEES ENGAGED IN PROCESSES INTENDED TO ENSURE THAT ALL OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES RECEIVED REASONABLE COMPENSATION PACKAGES. ADDITIONAL DETAIL IS BELOW. BILH COMPENSATION COMMITTEE PROCESS: THE PRESIDENT OF CORE PHYSICIANS, LLC (CORE) IS ALSO THE PRESIDENT OF CORE'S SOLE MEMBER, EXETER HEALTH RESOURCES INC. (EHRI). AS NOTED IN THIS FORM 990, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF EHRI EFFECTIVE JULY 1, 2023 AND THE PRESIDENT OF EHRI BECAME AN EMPLOYEE OF BILH AT THAT TIME. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE PRESIDENT OF CORE / EHRI WHO STARTED IN THE ROLE EFFECTIVE JULY 1, 2023. THE COMPENSATION SETTING PROCESS FOR THE EHRI PRESIDENT WHO ALSO SERVED AS THE CORE PRESIDENT THROUGH JUNE 30, 2023 AS WELL AS OFFICERS AND SYSTEM MANAGERS WHOSE POSITIONS COMMENCED BEFORE JULY 1, 2023 IS DESCRIBED BELOW. 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. EHRI EXECUTIVE COMMITTEE COMPENSATION SETTING PROCESS FOR CORE PHYSICIANS LLC PRESIDENT, OFFICERS AND SYSTEM MANAGERS: AS NOTED PREVIOUSLY, EHRI IS THE SOLE MEMBER OF CORE PHYSICIANS, LLC (CORE). PRIOR TO JULY 1, 2023, THE EHRI BOARD OF TRUSTEES' EXECUTIVE COMMITTEE WAS RESPONSIBLE FOR MAINTAINING A FORMAL PROCESS FOR SETTING TOTAL AND REASONABLE COMPENSATION FOR THE CORE PRESIDENT AND OTHER LISTED SYSTEM MANAGERS REPORTED IN THIS FILING. THE COMMITTEE WAS STAFFED WITH INDEPENDENT MEMBERS OF THE EHRI BOARD AND THE COMMITTEE'S PURPOSE WAS TO PROVIDE REASONABLE COMPENSATION TO THE ENTITY'S EXECUTIVES FOR ACHIEVING THE ORGANIZATION'S MISSION AND TO COMPLY WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE COMMITTEE CONDUCTED AN ANNUAL REVIEW OF THE CORE PRESIDENT'S COMPENSATION AS WELL AS THE COMPENSATION PACKAGES FOR OTHER OFFICERS AND SYSTEM MANAGERS. THE COMMITTEE RETAINED A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT A COMPETITIVE MARKET ANALYSIS, TO PROVIDE RANGES FOR BASE, INCENTIVE, AND TOTAL COMPENSATION AND TO PROVIDE ADVICE CONCERNING THE REASONABLENESS OF THE TOTAL COMPENSATION PACKAGES FOR THESE INDIVIDUALS. IN ADDITION, AS PART OF THE ANNUAL PROCESS, THE COMMITTEE DETERMINED IF THE THRESHOLD REQUIREMENTS FOR INCENTIVE AWARDS WERE MET, INCLUDING A REVIEW OF CONSISTING OF THE ORGANIZATION'S PERFORMANCE RESULTS FOR QUALITY, OPERATING SYSTEM EXCELLENCE AND FINANCIAL PERFORMANCE. THE COMMITTEE UTILIZED THAT ANALYSIS ALONG WITH PERFORMANCE APPRAISALS AND OTHER APPROPRIATE INFORMATION, INCLUDING BOTH PERSONAL AND ENTITY GOALS, IN CONNECTION WITH ITS ANNUAL COMPENSATION REVIEW. FOR THE PRESIDENT OF CORE, THE EXECUTIVE COMMITTEE ALSO CONSIDERS THE RECOMMENDATIONS OF THE SYSTEM MANAGER WHO IS THE PRESIDENT OF EHRI, IN THE CAPACITY OF MEMBER OF CORE PRIOR TO MAKING A DETERMINATION ON THE CORE PRESIDENT'S COMPENSATION. FOR THE SYSTEM MANAGER WHO IS THE TREASURER OF EHRI, THE RECOMMENDATION OF MEMBER'S PRESIDENT IS TAKEN INTO CONSIDERATION IN SETTING COMPENSATION WHICH IS SUBSEQUENTLY RATIFIED BY THE BOARD OF TRUSTEES OF THE EHRI IS ITS CAPACITY AS MEMBER OF CORE. FOR THE SYSTEM MANAGER WHO IS THE PRESIDENT OF THE EHRI, THAT SYSTEM MANAGER'S COMPENSATION IS CONSIDERED BY THE EXECUTIVE COMMITTEE AND THE COMMITTEE MAKES RECOMMENDATIONS CONCERNING THAT SYSTEM MANAGER'S COMPENSATION TO THE EHRI BOARD OF TRUSTEES. THE COMMITTEE THEN MADE RECOMMENDATIONS TO THE FULL EHRI BOARD, IN ITS CAPACITY AS THE MEMBER OF CORE, RELATED TO THE COMPENSATION PACKAGES FOR THESE INDIVIDUALS. NONE OF THE INDIVIDUALS WHOSE COMPENSATION WAS BEING DISCUSSED WERE PRESENT DURING EXECUTIVE COMMITTEE DELIBERATIONS. THE COMMITTEE THEN PRESENTED ITS PROCESS, DELIBERATIONS AND RECOMMENDATIONS TO THE INDEPENDENT EHRI BOARD IN EXECUTIVE SESSION. IN ADDITION, THE COMPENSATION OF THE CORE PHYSICIANS' CHAIRMAN AND OTHER CLINICIAN MANAGERS IS GOVERNED BY THE CORE PHYSICIANS' COMPENSATION PLAN, WHICH IS APPROVED SOLELY BY THE SYSTEM MANAGERS (CORE'S PRESIDENT, PRESIDENT AND TREASURER OF EHRI). THE SYSTEM MANAGERS REVIEW COMPARABILITY DATA PREPARED BY A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT WHEN APPROVING COMPENSATION OF THE CLINICIAN MANAGERS, INCLUDING THE CHAIRMAN OF CORE. THE SYSTEM MANAGERS CONSIDER WHETHER THE COMPENSATION OF THE CLINICIAN MANAGERS (INCLUDING THE CHAIRMAN OF CORE) AND ANY ADJUSTMENTS TO COMPENSATION ARE IN THE ORGANIZATION'S BEST INTEREST AND BENEFIT AND IN COMPLIANCE WITH CORE PHYSICIANS' COMPENSATION PLAN.
FORM 990, PART VI, SECTION C, LINE 19	AS NOTED THROUGHOUT THIS FILING, CORE PHYSICIANS, LLC IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS CORE PHYSICIANS, LLC '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. CORE PHYSICIANS, LLC '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 IX, LINE 11G	OUTSIDE FEES: PROGRAM SERVICE EXPENSES 3,591,925. MANAGEMENT AND GENERAL EXPENSES 604,336. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,196,261. CONTRACT / TEMP LABOR: PROGRAM SERVICE EXPENSES 3,229,139. MANAGEMENT AND GENERAL EXPENSES 543,298. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,772,437. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,907,240. MANAGEMENT AND GENERAL EXPENSES 489,139. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,396,379. CONSULTING: PROGRAM SERVICE EXPENSES 3,891. MANAGEMENT AND GENERAL EXPENSES 655. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,546. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 5,973. MANAGEMENT AND GENERAL EXPENSES 1,005. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,978. SERVICE CONTRACTS - SOFTWARE: PROGRAM SERVICE EXPENSES 1,572,114. MANAGEMENT AND GENERAL EXPENSES 264,506. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,836,620. PHYSICIAN RECRUITMENT: PROGRAM SERVICE EXPENSES 172,000. MANAGEMENT AND GENERAL EXPENSES 28,939. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,939. INTERCOMPANY - EH: PROGRAM SERVICE EXPENSES 3,233,738. MANAGEMENT AND GENERAL EXPENSES 544,071. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,777,809. OTHER ADJUSTMENT FOR TRUE-UP: PROGRAM SERVICE EXPENSES -651,788. MANAGEMENT AND GENERAL EXPENSES -109,662. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -761,450.
FORM 990, PART XI, LINE 9:	PAID-IN-CAPITAL 29,000,000.
FORM 990, PART XII, LINE 2C:	AS NOTED THROUGHOUT THIS FORM 990, CORE PHYSICIANS, LLC IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES. BETH ISRAEL LAHEY HEALTH (BILH) SERVES AS THE DIRECT OR INDIRECT MEMBER OF CORE PHYSICIANS, LLC AND CORE PHYSICIANS, LLC IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BETH ISRAEL LAHEY HEALTH. THE AUDIT AND COMPLIANCE COMMITTEE OF BILH'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE CONSOLIDATED AUDIT FOR THE NETWORK AS A WHOLE.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

CORE PHYSICIANS LLC

Employer identification number

87-0807914

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) NH-CARES ACO LLC 7 HOLLAND WAY EXETER,MA03833 83-0777970	ACCOUNTABLE CARE	MA	1,512,922	0	CORE PHYSICIANS LLC

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?
(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	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)	3	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)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
(18)BETH ISRAEL DERMATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON,MA02215 04-3117601	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	12A, I	HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER	Yes
(19)BETH ISRAEL LAHEY HEALTH PHARMACY INC 80 WILSON WAY WESTWOOD,MA02090 82-2526816	TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC	MA	501(C)(3)	10	BETH ISRAEL DEACONESS MEDICAL CENTER INC	Yes
(20)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
(21)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
(22)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
(23)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
(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)CENTER FOR MEDICAL SIMULATION 100 FIRST AVE BUILDING 39 4TH CHARLESTOWN,MA02129 04-3486127	TO IMPROVE PATIENT SAFETY AND HEALTH CARE QUALITY	MA	501(C)(3)	10	BETH ISRAEL ANAESTHESIA FOUNDATION INC	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)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
(32)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
(33)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
(34)EXETER HOSPITAL INC 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
(35)EXETER MED REAL INC 5 ALUMNI DRIVE EXETER,NH03833 02-0418718	REAL ESTATE HOLDING COMPANY	NH	501(C)(25)		EXETER HEALTH RESOURCES INC	Yes
(36)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
(37)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
(38)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
(39)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
(40)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
(41)LAHEY CLINIC CANADIAN FOUNDATION 130 KING ST WEST TORONTO,ONTARIO CA	FUNDRAISING ORG	CA			N/A		No
(42)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
(43)LAHEY CLINIC HOSPITAL INC DBA LAHEY HOSPITAL & MEDICAL CENTER AND LMC 529 MAIN ST 4TH FL CHARLESTOWN,MA02129 04-2704686	HEALTHCARE	MA	501(C)(3)	3	LAHEY CLINIC FOUNDATION INC	Yes
(44)LAHEY CLINIC INC 529 MAIN ST 4TH FL CHARLESTOWN,MA02129 04-2704683	HEALTHCARE	MA	501(C)(3)	10	LAHEY CLINIC FOUNDATION INC	Yes
(45)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
(46)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
(47)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
(48)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
(49)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
(50)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
(51)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
(52)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
(53)NORTHEAST HOSPITAL CORPORATION 85 HERRICK ST BEVERLY,MA01915 04-2121317	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes
(54)NORTHEAST MEDICAL PRACTICE INC 85 HERRICK ST BEVERLY,MA01915 04-3201853	HEALTHCARE	MA	501(C)(3)	10	NORTHEAST HOSPITAL CORPORATION	Yes
(55)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
(56)NORTHEAST SENIOR HEALTH CORPORATION 85 HERRICK ST BEVERLY,MA01915 04-2731137	HEALTHCARE	MA	501(C)(3)	10	LAHEY HEALTH SHARED SERVICES INC	Yes
(57)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
(58)SEACOAST AFFILIATED GROUP PRACTICE INC 25 HIGHLAND AVE NEWBURYPORT,MA01915 04-3485648	PHYSICIAN GROUP	MA	501(C)(3)	10	ANNA JAQUES HOSPITAL INC	Yes
(59)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
(60)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
(61)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
(62)WINCHESTER HEALTHCARE MANAGEMENT INC 41 HIGHLAND AVE WINCHESTER,MA01890 22-2701817	MANAGEMENT	MA	501(C)(3)	12A, I	LAHEY HEALTH SHARED SERVICES INC	Yes
(63)WINCHESTER HOSPITAL 41 HIGHLAND AVE WINCHESTER,MA01890 04-2104434	HEALTHCARE	MA	501(C)(3)	3	BETH ISRAEL LAHEY HEALTH INC	Yes
(64)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

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

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	(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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(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,MA06001 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?
(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	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 52-0717412	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) 2023

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

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) SEE PART VII	P	72,002	FMV
(2) SEE PART VII	K	76,114	FMV
(3) SEE PART VII	K	5,845,982	FMV
(4) SEE PART VII	L	136,623	FMV
(5) SEE PART VII	L	11,055,362	FMV
(6) SEE PART VII	L	663,330	FMV
(7) SEE PART VII	M	3,733,179	FMV
(8) SEE PART VII	M	183,333	FMV
(9) SEE PART VII	M	4,127,300	FMV
(10) SEE PART VII	S	21,550,000	FMV
(11) SEE PART VII	S	1,106,503	FMV

Schedule R (Form 990) 2023

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation
FORM 990, SCH R, PART V, LN 1K LEASE OF FAC/EQUIP/OTHER ASSETS FROM RO	CORE PHYSICIANS, LLC ("CORE") IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THE CLOSE CONNECTION BETWEEN CORE AND EXETER MED REAL, INC. ("EMR," A RELATED ENTITY EXEMPT UNDER IRC 501(C)(3)), CORE LEASES SPACE FROM EMR TO USE IN FURTHERANCE OF THE CORE, EMR, AND BILH TAX-EXEMPT PURPOSES. CORE PAID EMR $ 5,845,982 FOR SPACE RENTAL.
FORM 990, SCH R, PART V, LN 1L PERF OF SVCS/MEMBERSHIP/FUNDRAISING FOR RO	AS NOTED THROUGHOUT THIS FILING, CORE IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, CORE PROVIDES SERVICES TO OTHER NETWORK ENTITIES IN FURTHERANCE OF ITS EXEMPT PURPOSE AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, CORE PROVIDED THE FOLLOWING SERVICES TO ITS TAX EXEMPT AFFILIATES: 1. BETH ISRAEL LAHEY HEALTH, INC. EPIC IMPLEMENTATION: $ 136,623 2. EXETER HOSPITAL, INC. PHYSICIAN SERVICES: $ 11,055,362 3. ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE PHYSICIAN SERVICES: $ 663,330
FORM 990, SCH R, PART V, LN 1M - PERF OF SVCS/MEMBERSHIP/FUNDRAISING BY RO	AS NOTED THROUGHOUT THIS FILING, CORE IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF CORE'S AFFILIATES PROVIDED SERVICES TO CORE IN FURTHERANCE OF THE EXEMPT PURPOSE OF CORE AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, CORE RECEIVED THE FOLLOWING SERVICES FROM ITS TAX-EXEMPT AFFILIATES: 1. EXETER HOSPITAL, INC. A. MAINTENANCE, CONSTRUCTION, QUALITY ASSURANCE, LEAN FACILITATOR, CENTRAL STERILIZATION, LAB, HR, IS, SECURITY, AND STOREROOM SERVICES: $ 3,733,179 B. FACILITY FEES: $ 76,114 2. LAHEY CLINIC, INC PHYSICIAN SERVICES: $ 183,333 3. EXETER HEALTH RESOURCES, INC. MANAGEMENT FEES: $ 4,127,300
FORM 990, SCH R, PART V, LN 1P - REIMBURSEMENT PAID TO RO FOR EXPENSES	AS NOTED THROUGHOUT THIS FILING, CORE IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, CORE REIMBURSED ONE OR MORE OF ITS AFFILIATED ENTITIES FOR EXPENSES INCURRED ON BEHALF OF CORE IN FURTHERANCE OF THE EXEMPT PURPOSE OF CORE AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, CORE MADE THE FOLLOWING REIMBURSEMENTS FOR EXPENSES TO ITS TAX-EXEMPT AFFILIATES: 1. EXETER HEALTH RESOURCES - SPECIFIC PURPOSE FUNDS: $72,002
FORM 990, SCH R, PART V, LN 1S - OTHER TRANSFER OF CASH/PROP FROM RO	AS NOTED THROUGHOUT THIS FILING, CORE IS A MEMBER OF THE BILH NETWORK OF AFFILIATES. AS PART OF THAT RELATIONSHIP, ONE OR MORE OF ITS AFFILIATED ENTITIES MADE CASH PAYMENTS TO CORE AS PART OF NETWORK-WIDE CASH MANAGEMENT AND IN FURTHERANCE OF THE EXEMPT PURPOSE OF CORE AND ITS AFFILIATES. DURING THE PERIOD COVERED BY THIS FILING, THE FOLLOWING CASH OR PROPERTY WAS TRANSFERRED TO CORE BY ITS TAX-EXEMPT AFFILIATES: 1. EXETER HEALTH RESOURCES, INC. A. CASH TRANSFERS: $21,550,000 B. SPECIFIC PURPOSE FUNDS TRANSFERRED: $11,986 2. EXETER HEALTH RESOURCES SELF-INSURANCE TRUST REFUNDS FROM SELF INSURANCE TRUST: $1,106,503

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	10
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	0
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	893
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	192,468
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	8,330	72,000
9	Program service revenue (Part VIII, line 2g) .........	94,874,801	109,187,756
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	12,915	11,838
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	94,896,046	109,271,594
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	14,500	5,000
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	8,362,461
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	94,426,059	103,551,098
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	40,141,267	40,165,834
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	134,581,826	152,084,393
19	Revenue less expenses. Subtract line 18 from line 12.......	-39,685,780	-42,812,799
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	35,503,874	37,303,143
21	Total liabilities (Part X, line 26).............	37,450,393	53,944,372
22	Net assets or fund balances. Subtract line 21 from line 20.....	-1,946,519	-16,641,229

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 127,235,252 including grants of $ 5,000 ) (Revenue $ 109,187,756 )
	SEE SCHEDULE O

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses127,235,252

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)				(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
(A) Name and title
(18) CASSETTA SANDY........................................................................ VP, FINANCE & PHYSICIAN COMP	55.00 .......................0.00	X			469,363	0	64,894
(19) HENNELLY LORI........................................................................ VP, OPERATIONS CORE FACILITIES	55.00 .......................0.00	X			413,232	0	21,305
(20) CLERK MD AVNISH........................................................................ ORTHOPEDIC SURGEON	55.00 .......................0.00		X		1,050,010	0	52,611
(21) JOHNSON MD MPH E WILLIAM........................................................................ UROLOGIST	55.00 .......................0.00		X		946,606	0	54,491
(22) MCGOVERN MD THOMAS........................................................................ ORTHOPEDIC SURGEON	55.00 .......................0.00		X		958,704	0	40,107
(23) CABRAL DO CHAD........................................................................ GASTROENTEROLOGIST	55.00 .......................0.00		X		945,856	0	51,411
(24) COLMAN MD AARON........................................................................ ORTHOPEDIC SURGEON	55.00 .......................0.00		X		825,715	0	51,411
(25) BONESHO MD ALEXANDRA........................................................................ FMR CHR & MANAGING MEMBER, CLIN MGR	0.00 .......................0.00			X	356,884	0	51,300

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	10,440,823	6,193,911	1,252,140

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	72,000

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		72,000

		Business Code
2a	PATIENT SERVICES	621110	91,387,463	91,387,463
b	OTHER OPERATING INCOME	621110	12,366,992	12,366,992
c	MANAGED CARE FEES	621110	4,295,554	4,295,554
d	MEDICAL DIRECTOR FEES	621110	1,137,747	945,279	192,468
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		109,187,756

3 Investment income (including dividends, interest, and othersimilar amounts) ......			11,838			11,838
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
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).........
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..
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..
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..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			109,271,594	108,995,288	192,468	11,838

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	5,000	5,000
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 .......	8,362,461	8,362,461
5	Compensation of current officers, directors, trustees, and key employees ...........	5,903,931	5,053,661	850,270
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	408,184	349,398	58,786
7	Other salaries and wages........	81,150,793	69,463,645	11,687,148
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,041,438	891,452	149,986
9	Other employee benefits .......	10,107,043	8,651,451	1,455,592
10	Payroll taxes ...........	4,939,709	4,248,150	691,559
11	Fees for services (non-employees):
a	Management ......	4,900,715		4,900,715
b	Legal .........	1,540		1,540
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
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)	16,430,519	14,064,232	2,366,287
12	Advertising and promotion ....	149,988	148,488	1,500
13	Office expenses .......	1,228,241	1,056,287	171,954
14	Information technology ......	47,998	41,085	6,913
15	Royalties ..
16	Occupancy ...........	7,204,481	6,166,908	1,037,573
17	Travel ............	258,490	221,263	37,227
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	517,514	442,983	74,531
23	Insurance ...	2,694,798	2,306,699	388,099
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	SUPPLIES	6,731,550	5,762,089	969,461
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	152,084,393	127,235,252	24,849,141	0
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			391,254	1	528,374
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			8,362,461	4	9,030,572
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			1,946,102	9	1,501,376
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	24,821,753
b	Less: accumulated depreciation	10b	22,720,065	2,568,140	10c	2,101,688
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............			16,673,829	14	17,047,577
15	Other assets. See Part IV, line 11 ...........			5,562,088	15	7,093,556
16	Total assets. Add lines 1 through 15 (must equal line 33)...			35,503,874	16	37,303,143

17	Accounts payable and accrued expenses .....	12,404,310	17	13,581,829
18	Grants payable ...		18
19	Deferred revenue .........		19
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	25,046,083	25	40,362,543
26	Total liabilities. Add lines 17 through 25..	37,450,393	26	53,944,372

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	-2,061,102	27	-16,815,827
28	Net assets with donor restrictions ...........	114,583	28	174,598
	Organizations that do not follow FASB ASC 958, check here 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 ...........	-1,946,519	32	-16,641,229
33	Total liabilities and net assets/fund balances ........	35,503,874	33	37,303,143