2024-08-14T14:28:20-05:00 2023-09-30 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 46204 990 2022-10-01 042704683 LAHEY CLINIC INC LAHE 7817445100 41 MALL ROAD BURLINGTON MA 018050001 CINDY RIOS TREASURER, BILH 7817448924 2024-08-14 0 0 ANGELA M MOORE P00244342 3174648600 2022 2024-08-08 14:25:15Z CINDY RIOS 41 MALL ROAD BURLINGTON MA 018050001 337379434 0 X WWW.LAHEY.ORG X 1980 MA SEE SCHEDULE O 24 15 1658 150 8725554 22810 15650191 4799841 340893130 324509080 4696406 107053 38250 7857119 361277977 337273093 0 69895 0 0 355726412 377744442 0 0 0 55646750 34675646 411373162 412489983 -50095185 -75216890 239661515 265897725 187085450 196131663 52576065 69766062 X SEE SCHEDULE O 0 0 393448654 332434452 OVERALL FOCUS AND EMERGENCY CARESEE SCHEDULE O ANCILLARY SERVICES: RADIOLOGY, DIAGNOSTIC CARE AND TREATMENTSEE SCHEDULE O GENERAL MEDICINE PRIMARY CARE AND ENDOSCOPYSEE SCHEDULE O 393448654 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 X 0 0 1658 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 15 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AK FL HI KS KY MA MD MN MS NJ NV NY OH OK PA SC TN UT VA WA WI X KAREN WOLFSON AVP TAXATION 7817448924 BILH SCHRAFFTS CITY CTR 4TH FL 529 CHARLESTOWN MA 02129 TABB MD KEVIN TTEE (EX OFFICIO) & CEO (EX-OFF) 1.00 64.00 X X 0 2507235 299917 LONGWORTH MD DAVID TRUSTEE (EX-OFFICIO) & PRESIDENT 29.00 36.00 X X 0 1110533 31775 MOURTZINOS MD ARTHUR P TRUSTEE; UROLOGIST 55.00 2.00 X 748389 0 48353 HUNTER MD ALICE A TRUSTEE; ORTHOPAEDIC SURGEON 55.00 2.00 X 513964 0 62649 SORCINI MD ANDREA P TTEE (EX-OFF); MSA PRES & UROLOGIST 55.00 2.00 X 467162 0 45670 SRINIVASAN MD JAYASHRI TRUSTEE; DIVISION CHAIR NEUROLOGY 30.00 30.00 X 0 443247 60158 AQUINO MD PATRICK TTEE; LCI DIVISION CHAIR, PSYCHIATRY 30.00 31.00 X 407577 0 24586 WINGER MD CHRISTINE TRUSTEE, PHYSICIAN 55.00 2.00 X 345098 0 62996 VILLANUEVA MD ANDREW G TRUSTEE, CHIEF QUALITY OFFICER 1.00 56.00 X 0 263177 65695 D'AGOSTINO MD RICHARD S TRUSTEE, PHYSICIAN 55.00 2.00 X 232277 0 78678 CRAWFORD MD BETSEY TTEE; PHYSICIAN, INTERNAL MEDICINE 55.00 2.00 X 249589 0 29087 EDMONDS JANE C TRUSTEE & CHAIR 1.00 2.00 X X 0 0 0 LANG DAVID TRUSTEE, CHAIR 1.00 2.00 X X 0 0 0 MOFFATT-BRUCE MD PHD SUSAN PRESIDENT & TRUSTEE (EX-OFFICIO) 1.00 2.00 X X 0 0 0 ALEXANDER PAUL TRUSTEE 1.00 2.00 X 0 0 0 BAILEY PHD ERIC M TRUSTEE 1.00 2.00 X 0 0 0 CRANDALL ROGER TRUSTEE 1.00 2.00 X 0 0 0 CRUZ MELISSA TRUSTEE 1.00 2.00 X 0 0 0 FINK JOHANNA TRUSTEE 1.00 2.00 X 0 0 0 IRVING JAMES TRUSTEE 1.00 2.00 X 0 0 0 MCARDLE JOAN TRUSTEE 1.00 2.00 X 0 0 0 NORDBLOM PETER C TRUSTEE 1.00 2.00 X 0 0 0 PODUSKA WILLIAM J TRUSTEE 1.00 2.00 X 0 0 0 PONTE PATRICIA REID TRUSTEE 1.00 2.00 X 0 0 0 REYNOLDS MARY TRUSTEE 1.00 2.00 X 0 0 0 ROBINS SHANNON TRUSTEE 1.00 2.00 X 0 0 0 SCHMERGEL GREG TRUSTEE 1.00 2.00 X 0 0 0 KERNDL JOHN TREAS (EX-OFF) (EVP & CFO, BILH) 1.00 64.00 X 0 1301463 34409 RIOS CINDY TREAS (EX-OFF) (INTERIM CFO, BILH) 1.00 64.00 X 0 802046 220936 KATZ ESQ JAMIE CLERK (EX-OFFICIO) 1.00 64.00 X 0 898193 15864 BENNETT KEVIN CFO, ASST TREAS (EXOFF), INTERIM COO 30.00 32.00 X 0 535200 152546 CONNELLY CPA MBA MICHAEL CFO & ASST TREAS (EX-OFF) 30.00 34.00 X 0 207100 1856 TABERNER MIKAELA ASSISTANT CLERK (EX-OFFICIO) 1.00 57.00 X 0 159323 32110 STAIN MD STEVEN DEPT OF SURGERY CHAIR 30.00 30.00 X 0 801474 70063 JOHNSON MD MS FACP ELIZABETH PRES, BILH PRIMARY CARE 1.00 59.00 X 0 655415 45377 KEITZ MD SHERI CHAIR OF DEPARTMENT OF MEDICINE 30.00 30.00 X 0 587326 62844 CREIGHTON MD MALCOLM HOSP BASED SVCS & EMERG MED CHAIR 30.00 30.00 X 556440 0 68739 LIESCHING MD TIMOTHY SR VP & CHIEF MEDICAL OFFICER 30.00 32.00 X 0 539569 84017 MOSENTHAL MD ANNE CHIEF ACADEMIC OFFICER 1.00 56.00 X 0 547337 70952 LEW JOHN VP, HUMAN RESOURCES BUSINESS PARTNER 30.00 35.00 X 0 362612 33041 ROBINSON MPH MBA JASON VP HOSPITAL SVCS & ACADEMIC AFFAIRS 1.00 55.00 X 0 331406 60104 BOWEN-BENITICH MBA BRIGITTE VP SURGICAL SERVICES 1.00 55.00 X 0 339934 28902 SENARIAN EMILY VP MED SVCS & AMBULATORY PERFORMANCE 1.00 55.00 X 0 340346 18710 CANTRELL PAUL VP FACILITIES OPERATIONS 1.00 56.00 X 0 282406 60820 GHOGAWALA ZOHER DIV CHAIR & NEUROSURGEON 55.00 0.00 X 1158432 0 79616 SHEKAR PREM S CHAIR,CARDIAC & THORACIC SURGERY 55.00 0.00 X 1125894 0 66035 WHITMORE ROBERT G PHYSICIAN, NEUROSURGERY 55.00 0.00 X 989870 0 48482 YEW ANDREW Y PHYSICIAN, NEUROSURGERY 55.00 0.00 X 914369 0 53058 MAGGE SUBU N PHYSICIAN, NEUROSURGERY 55.00 0.00 X 782315 0 66164 ANTONIADES EFSTATHIOS FORMER COO 0.00 0.00 X 0 212494 175081 GALLAGHER DENIS W FRMR PRES, BILH PRIMARY CARE 0.00 0.00 X 0 238584 11302 8491376 13466420 2370592 13 1 1 0 BETH ISRAEL LAHEY HEALTH 20 UNIVERSITY ROAD CAMBRIDGE MA 02138 MGMT. & OPERATIONAL SERVICES 21819978 MEDICUS ANESTHESIA SERVICES LLC 22 ROULSTON RD WINDHAM NH 03087 MEDICAL SUPPLIES AND STAFFING SERVICES 4978870 THE RISK MANAGEMENT FOUNDATION 1325 BOYLSTON STREET BOSTON MA 02215 RISK MANAGEMENT SERVICES 1009221 CARDINAL HEALTH C/O BANK OF AMERICA LOCKBOX CHICAGO IL 60693 MEDICAL SUPPLIES AND PRODUCTS SERVICES 732141 RELATECARE LLC 3615 SUPERIOR AVENUE 4406C CLEVELAND OH 44114 CONSULTING SERVICES 568185 31 315685 4484156 60350 4799841 PATIENT CARE REVENUE 621400 296935381 296935381 SERVICES TO AFFILIATES 621400 12882673 12882673 OTHER PHYSICIAN SERVIC 621400 9386499 660945 8725554 RESEARCH 621400 5304527 5304527 324509080 107053 107053 5205 315685 106341 -101136 -101136 RESTR. ASSETS REL -AFF 900099 6894761 6894761 EDUCATION 611710 384255 384255 CAFETERIA & GIFT SHOP 722514 32883 32883 646356 646356 7958255 337273093 323708898 8725554 38800 69895 69895 4444659 4303939 140720 1095980 1061281 34699 327900671 317519188 10381483 4393460 4254361 139099 23733554 22982139 751415 16176118 15663975 512143 5121821 1280455 3841366 1577869 750667 827202 73970 73918 52 5456531 4112628 1343903 189014 179563 9451 4983692 4730501 253191 6453096 5999151 453945 DIRECT RESEARCH EXPENSE 3293765 3293765 PHARMACEUTICALS 1304949 1304949 MEDICAL SUPPLIES 720416 720416 MAINTENANCE CONTRACTS 471066 471066 5029457 4676797 352660 412489983 393448654 19041329 0 9169 114759 -202086 22976546 15304061 15393864 22096164 32023672 1712263 1688252 55261299 66934419 26296550 19454157 119184095 107312056 239661515 265897725 137467333 79187656 -9848730 9815684 59466847 107128323 187085450 196131663 X 4746641 4751967 47829424 65014095 52576065 69766062 239661515 265897725 X -75216890 -84754 92491641 X X 0 1 X 1 0 X 5200849 11264603 46044341 15650191 4799841 82959825 314330634 279053617 300744744 340893130 323708898 1558731023 319531483 290318220 346789085 356543321 328508739 1641690848 225000 225000 0 225000 225000 1641465848 255866 876626 4045799 4734656 107053 10020000 255866 876626 4045799 4734656 107053 10020000 22810 22810 32883 32883 319787349 291194846 350834884 361277977 328671485 1651766541 0.99380 0.99370 0.00610 0.00620 X FORM 990, SCHEDULE A, PART III, LINE 12: CAFETERIA & GIFT SHOP $32,883 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81557849 17228380 13875102 3274298 74074 109312959 92869886 22234751 -16705582 16803783 37423 81557849 70623018 18970479 18255689 14943875 35425 92869886 58332217 26295983 4516381 18490673 30890 70623018 70863650 11340327 329733 24174653 27042 58332015 1.00000 0 0 0 INVESTMENT 19454157 F 19454157 OTHER RECEIVABLES 9530798 PROF LIABILITY INSURANCE RECOVERY 23549678 OPERATING LEASED ASSETS 14282182 RESEARCH OUTSTANDING 2437560 DEFERRED COMPENSATION 53779376 DEPOSIT RECEIVABLE 3732462 107312056 OPERATING LEASED LIABILITIES 15423804 DUE TO AFFILIATES 38089910 ESTIMATED THIRD PARTY SETTLEMENTS 11811930 PROFESSIONAL LIAB RESERVES 41802679 107128323 X PART V, LINE 4: AT THE DISCRETION OF THE BOARD, THE INTENDED USE OF THE ORGANIZATION'S QUASI ENDOWMENT FUNDS IS EDUCATION. THE NON-QUASI ENDOWMENT FUNDS ARE DONOR DESIGNATED FOR PATIENT CARE, RESEARCH, AND EDUCATION. PART X, LINE 2: BETH ISRAEL LAHEY HEALTH, INC., WHICH SERVES AS THE PARENT OF THE SYSTEM, HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT THE OTHER ENTITIES IN THE SYSTEM, EXCLUDING ITS FOR-PROFIT SUBSIDIARIES, QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, MEET THE CODE'S REQUIREMENTS UNDER SECTION 509(A), AND THEREFORE ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION HAS BEEN RECORDED FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE SYSTEM DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, RESPECTIVELY. AK FL HI KS KY MA MD MN MS NJ NV NY 5K EVENT 309502 304297 5205 16572 1000 88769 BOSTON MARATHON 11388 11388 320890 315685 5205 16572 1000 88769 106341 -101136 SCHEDULE G, PART II THE BOSTON MARATHON EVENT REPORTED IN THIS FORM 990 SCHEDULE G IS COORDINATED BY THE BETH ISRAEL LAHEY HEALTH ("BILH") DEVELOPMENT TEAM AS AN EVENT FOR THE BILH HEALTHCARE SYSTEM. RUNNERS PARTICIPATE IN THE MARATHON AND RAISE FUNDS FOR A SPECIFIC ENTITY WITHIN THE BILH SYSTEM. BILH REPORTS ALL EXPENSES FOR THE MARATHON ON ITS FORM 990, WHILE CONTRIBUTIONS RAISED BY RUNNERS ARE REPORTED AS REVENUE ON THE FORM 990 FOR EACH HOSPITAL OR OTHER HEALTHCARE ORGANIZATION DESIGNATED BY PARTICIPATING RUNNERS. 1 ATRIUM HEALTH PO BOX 949407 C/O THERAPEUTIC RESEARCH DEVELOPMENT ATLANTA GA 303949407 843647453 501(C)(3) 26000 0 RESEARCH INDIANA UNIVERSITY 400 E 7TH ST ROOM 021 BLOOMINGTON IN 47405 356001673 501(C)(3) 26000 0 RESEARCH MASSACHUSETTS GENERAL PHYSICIANS ORG INC MGH PBO 62 13TH STREET CHARLESTOWN MA 02129 042807148 501(C)(3) 17895 0 RESEARCH 3 PART I, LINE 2: AS PART OF ITS RESEARCH FUNCTION, LAHEY CLINIC INC., IN CONJUNCTION WITH LAHEY HOSPITAL & MEDICAL CENTER, MAKES SUB-GRANTS TO ORGANIZATIONS RELATED TO CLINICAL TRIALS. ALTHOUGH THESE ARE NOT FEDERALLY SPONSORED AWARDS, LAHEY CLINIC NONETHELESS MONITORS FUNDING PROVIDED TO THESE THIRD PARTIES THROUGH THE LAHEY HOSPITAL & MEDICAL CENTER'S OFFICE OF RESEARCH ADMINISTRATION. X 0 1 0 1 0 0 0 0 0 1 0 TABB MD KEVIN TTEE (EX OFFICIO) & CEO (EX-OFF) 0 2103982 0 0 0 403253 0 257320 0 42597 0 2807152 0 0 KERNDL JOHN TREAS (EX-OFF) (EVP & CFO, BILH) 0 1068846 0 100000 0 132617 0 4985 0 29424 0 1335872 0 0 GHOGAWALA ZOHER DIV CHAIR & NEUROSURGEON 1009967 0 0 0 148465 0 31552 0 48064 0 1238048 0 0 0 SHEKAR PREM S CHAIR,CARDIAC & THORACIC SURGERY 1120718 0 0 0 5176 0 27916 0 38119 0 1191929 0 0 0 LONGWORTH MD DAVID TRUSTEE (EX-OFFICIO) & PRESIDENT 0 983712 0 0 0 126821 0 7320 0 24455 0 1142308 0 0 WHITMORE ROBERT G PHYSICIAN, NEUROSURGERY 967129 0 0 0 22741 0 23223 0 25259 0 1038352 0 0 0 RIOS CINDY TREAS (EX-OFF) (INTERIM CFO, BILH) 0 574544 0 174475 0 53027 0 188510 0 32426 0 1022982 0 0 YEW ANDREW Y PHYSICIAN, NEUROSURGERY 909816 0 0 0 4553 0 17008 0 36050 0 967427 0 0 0 KATZ ESQ JAMIE CLERK (EX-OFFICIO) 0 794826 0 0 0 103367 0 7320 0 8544 0 914057 0 0 STAIN MD STEVEN DEPT OF SURGERY CHAIR 0 817427 0 0 0 -15953 0 31552 0 38511 0 871537 0 0 MAGGE SUBU N PHYSICIAN, NEUROSURGERY 844727 0 0 0 -62412 0 27916 0 38248 0 848479 0 0 0 MOURTZINOS MD ARTHUR P TRUSTEE; UROLOGIST 729021 0 0 0 19368 0 24280 0 24073 0 796742 0 0 0 JOHNSON MD MS FACP ELIZABETH PRES, BILH PRIMARY CARE 0 665978 0 0 0 -10563 0 7320 0 38057 0 700792 0 0 BENNETT KEVIN CFO, ASST TREAS (EXOFF), INTERIM COO 0 470220 0 63200 0 1780 0 127953 0 24593 0 687746 0 0 KEITZ MD SHERI CHAIR OF DEPARTMENT OF MEDICINE 0 571974 0 0 0 15352 0 31552 0 31292 0 650170 0 0 CREIGHTON MD MALCOLM HOSP BASED SVCS & EMERG MED CHAIR 570401 0 0 0 -13961 0 35849 0 32890 0 625179 0 0 0 LIESCHING MD TIMOTHY SR VP & CHIEF MEDICAL OFFICER 0 537719 0 0 0 1850 0 32235 0 51782 0 623586 0 0 MOSENTHAL MD ANNE CHIEF ACADEMIC OFFICER 0 539717 0 0 0 7620 0 34072 0 36880 0 618289 0 0 HUNTER MD ALICE A TRUSTEE; ORTHOPAEDIC SURGEON 508111 0 0 0 5853 0 31620 0 31029 0 576613 0 0 0 SORCINI MD ANDREA P TTEE (EX-OFF); MSA PRES & UROLOGIST 481887 0 0 0 -14725 0 44035 0 1635 0 512832 0 0 0 SRINIVASAN MD JAYASHRI TRUSTEE; DIVISION CHAIR NEUROLOGY 0 414472 0 0 0 28775 0 31474 0 28684 0 503405 0 0 AQUINO MD PATRICK TTEE; LCI DIVISION CHAIR, PSYCHIATRY 392045 0 0 0 15532 0 23009 0 1577 0 432163 0 0 0 WINGER MD CHRISTINE TRUSTEE, PHYSICIAN 402530 0 17199 0 -74631 0 32684 0 30312 0 408094 0 0 0 LEW JOHN VP, HUMAN RESOURCES BUSINESS PARTNER 0 325561 0 0 0 37051 0 637 0 32404 0 395653 0 0 ROBINSON MPH MBA JASON VP HOSPITAL SVCS & ACADEMIC AFFAIRS 0 330884 0 0 0 522 0 24280 0 35824 0 391510 0 0 ANTONIADES EFSTATHIOS FORMER COO 0 212100 0 0 0 394 0 160493 0 14588 0 387575 0 0 BOWEN-BENITICH MBA BRIGITTE VP SURGICAL SERVICES 0 339134 0 0 0 800 0 26194 0 2708 0 368836 0 0 SENARIAN EMILY VP MED SVCS & AMBULATORY PERFORMANCE 0 339998 0 0 0 348 0 16866 0 1844 0 359056 0 0 CANTRELL PAUL VP FACILITIES OPERATIONS 0 278825 0 0 0 3581 0 31124 0 29696 0 343226 0 0 VILLANUEVA MD ANDREW G TRUSTEE, CHIEF QUALITY OFFICER 0 385277 0 0 0 -122100 0 32511 0 33184 0 328872 0 0 D'AGOSTINO MD RICHARD S TRUSTEE, PHYSICIAN 259628 0 0 0 -27351 0 35607 0 43071 0 310955 0 0 0 CRAWFORD MD BETSEY TTEE; PHYSICIAN, INTERNAL MEDICINE 238175 0 0 0 11414 0 25047 0 4040 0 278676 0 0 0 GALLAGHER DENIS W FRMR PRES, BILH PRIMARY CARE 0 136247 0 0 0 102337 0 3323 0 7979 0 249886 0 0 CONNELLY CPA MBA MICHAEL CFO & ASST TREAS (EX-OFF) 0 207100 0 0 0 0 0 1856 0 0 0 208956 0 0 TABERNER MIKAELA ASSISTANT CLERK (EX-OFFICIO) 0 158696 0 500 0 127 0 11107 0 21003 0 191433 0 0 SCHEDULE J, PART I LINE 1A, TAX INDEMNIFICATION AND GROSS-UP PAYMENTS FROM TIME TO TIME AND UNDER CERTAIN CIRCUMSTANCES, LAHEY CLINIC, INC. 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 FALL INTO THIS CATEGORY ARE REIMBURSEMENT FOR RELOCATION AND TEMPORARY HOUSING. SCHEDULE J, PART I LINE 3, CEO/PRESIDENT COMPENSATION LAHEY CLINIC, INC.'S CHIEF EXECUTIVE OFFICER AND PRESIDENT ARE EMPLOYED THROUGH BETH ISRAEL LAHEY HEALTH (BILH), WHICH AS NOTED THROUGHOUT THIS FILING, IS THE DIRECT OR INDIRECT SOLE MEMBER OF LAHEY CLINIC, INC. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF LAHEY CLINIC, INC. AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER SENIOR EXECUTIVES IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BILH BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION. SCHEDULE J, PART I, LINE 4B, NON-QUALIFIED PLANS BILH AND ITS AFFILIATES MAINTAIN CERTAIN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS, WHICH UNDER THE DEFINITION TO THIS FORM 990 ARE SUPPLEMENTAL NONQUALIFIED PLANS: BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM, BETH ISRAEL LAHEY HEALTH, INC. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, LAHEY CLINIC FOUNDATION, INC. 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, SENIOR MANAGEMENT AND DEFINED MEDICAL STAFF, THE JORDAN HEALTH SYSTEMS, INC. 457(F) DEFERRED COMPENSATION PLAN. IN ADDITION, DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THESE ADDITIONAL IRC 457(B) PLANS AND BENEFITS FROM PARTICIPATING IN ONE OF THESE PLANS IS ALSO REPORTED IN THIS FORM 990: ANNA JAQUES HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, BETH ISRAEL DEACONESS HOSPITAL MILTON 457(B) PLAN, BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN, BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, LAHEY CLINIC FOUNDATION, INC. 457(B) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, SENIOR MANAGEMENT AND DEFINED MEDICAL STAFF, MOUNT AUBURN HOSPITAL 457(B) DEFERRED COMPENSATION PLAN, NEW ENGLAND BAPTIST HOSPITAL 457(B) PLAN, THE JORDAN HEALTH SYSTEMS, INC. ELIGIBLE DEFERRED COMPENSATION PLAN, WINCHESTER HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, EXETER HEALTH RESOURCES, INC. 457(B) RETIREMENT SAVINGS PLAN, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 457(B) DEFERRED COMPENSATION PLAN. THESE PLANS ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS AND PURSUANT TO THE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. AMOUNTS RECEIVED BY PARTICIPANTS, DEFERRED BY PARTICIPANTS AND THE CHANGE IN VALUE OF THE PLAN BENEFITS RELATED TO THESE PARTICIPANTS'' ACCOUNTS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. SCHEDULE J, PART I, LINE 7, NON-FIXED PAYMENTS AS NOTED ABOVE, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES. DURING THE 2022 CALENDAR YEAR, BILH MAINTAINED EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, AND FOR THE BILH CEO AS NOTED ABOVE, THE FULL BILH BOARD OF TRUSTEES. ADDITIONAL INFORMATION IS INCLUDED IN THE EXPLANATORY NOTES TO THIS SCHEDULE J. ADDITIONAL EXPLANATORY NOTES: DIRECTORS AND TRUSTEES SERVE WITHOUT COMPENSATION: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW. REPORTING PERIOD: AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THE FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023 IS CALENDAR YEAR 2022 COMPENSATION. COMPENSATION SOURCES: COMPENSATION REPORTED FOR INDIVIDUALS MAY INCLUDE COMPENSATION PAID BY THE REPORTING ENTITY, AN AFFILIATE OF THE REPORTING ENTITY AND IN SOME CASES UNRELATED ENTITIES AS REQUIRED BY FORM 990. REPORTABLE COMPENSATION: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION: OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: ORDINARY WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER SUBSIDIZED PARKING; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE. DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401(K) RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403(B) RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE, AMONG OTHER THINGS, AMOUNTS FROM ONE OR MORE OF THE FOLLOWING NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW. ANTONIADES, EFSTATHIOS - FORMER CHIEF OPERATION OFFICER - LAHEY CLINIC FOUNDATION, INC. - FORMER CHIEF OPERATING OFFICER - LAHEY CLINIC HOSPITAL, INC. - FORMER CHIEF OPERATING OFFICER - LAHEY CLINIC, INC. - FORMER TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. DR. ANTONIADES' TERM ENDED IN THE ABOVE POSITIONS ON MAY 15, 2022 DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DEFERRED COMPENSATION IN THE AMOUNT OF $138,000 INCLUDED IN THIS FILING FOR DR. ANTONIADES RELATES TO MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2022, WERE NOT FUNDED, WERE NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. AQUINO, M.D., PATRICK - TRUSTEE, - LAHEY CLINIC FOUNDATION, INC - TRUSTEE, DIVISION CHAIR, PSYCHIATRY - LAHEY CLINIC HOSPITAL, INC. - TRUSTEE, DIVISION CHAIR, PSYCHIATRY - LAHEY CLINIC, INC. BENNETT, KEVIN - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. - TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TERM EXPIRED ON JUNE 22, 2023. IN ADDITION, MR. BENNETT SERVED IN THE FOLLOWING ROLES FOR THE PERIOD MAY 15, 2022 JANUARY 11, 2023: - INTERIM CHIEF OPERATING OFFICER - LAHEY CLINIC FOUNDATION, INC. - INTERIM CHIEF OPERATING OFFICER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - INTERIM CHIEF OPERATING OFFICER - LAHEY CLINIC, INC. UNLESS OTHERWISE STATED, MR. BENNETT SERVED IN THE ABOVE POSITIONS THROUGH JUNE 18, 2023. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MR. BENNETT INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $63,200. DEFERRED COMPENSATION IN THE AMOUNT OF $94,800 IS INCLUDED IN THIS FILING FOR MR. BENNETT. THAT AMOUNT RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2022, WAS NOT FUNDED, WAS NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. BOWEN-BENITICH, BRIGITTE - VICE PRESIDENT SURGICAL SERVICES - LAHEY CLINIC HOSPITAL - VICE PRESIDENT SURGICAL SERVICES - LAHEY CLINIC, INC. CANTRELL, PAUL - VICE PRESIDENT OF FACILITIES OPERATIONS - LAHEY CLINIC HOSPITAL, INC. - VICE PRESIDENT OF FACILITIES OPERATIONS - LAHEY CLINIC FOUNDATION, INC. - VICE PRESIDENT OF FACILITIES OPERATIONS - LAHEY CLINIC, INC. CONNELLY, CPA, MBA, MICHAEL DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, MR. CONNELLY HELD THE FOLLOWING POSITIONS: - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. - INTERIM CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - INTERIM CHIEF FINANCIAL OFFICER - NORTHEAST MEDICAL PRACTICE, INC. MR. CONNELLY COMMENCED HIS POSITIONS AS CFO AND ASSISTANT TREASURE (EX-OFFICIO) FOR THE LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER AND THE LAHEY CLINIC FOUNDATION ON JUNE 18, 2023. PRIOR TO THAT TIME HE SERVED AS INTERIM CFO FOR NORTHEAST HOSPITAL CORPORATION AND NORTHEAST MEDICAL PRACTICE, INC. FROM JANUARY 29, 2023 THROUGH JUNE 18, 2023. PRIOR TO HOLDING THOSE ROLES, HE SERVED AS THE INTERIM CFO FOR THE LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER AND THE LAHEY CLINIC FOUNDATION, INC UNTIL JANUARY 29, 2023. CRAWFORD, M.D., BETSEY - TRUSTEE; PHYSICIAN, INTERNAL MEDICINE LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; PHYSICIAN, INTERNAL MEDICINE LAHEY CLINIC HOSPITAL, INC. - TRUSTEE; PHYSICIAN, INTERNAL MEDICINE LAHEY CLINIC, INC. CREIGHTON, M.D., MALCOLM - CHAIR, HOSPITAL BASED SERVICES AND EMERGENCY MEDICINE - LAHEY CLINIC HOSPITAL, INC. - CHAIR, HOSPITAL BASED SERVICES AND EMERGENCY MEDICINE - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. CREIGHTON INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(29,960). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $50,460 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. OTHER REPORTABLE COMPENSATION FOR MALCOLM CREIGHTON, M.D. INCLUDES COMBINED PTO PAID OUT IN THE AMOUNT OF $11,058. D'AGOSTINO, M.D., RICHARD S. - TRUSTEE, PHYSICIAN - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE, PHYSICIAN - LAHEY CLINIC HOSPITAL, INC. - TRUSTEE, PHYSICIAN - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. D'AGOSTINO INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(37,068). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $57,568 IMPACTING THE NONQUALIFIED BALANCE. GALLAGHER, DENNIS W. - FORMER TRUSTEE (EX-OFFICIO),TREAS PRES BILHPC - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - FORMER PRESIDENT, BILH PRIMARY CARE NETWORK - BETH ISRAEL LAHEY HEALTH, INC. - FORMER PRESIDENT, BILH PRIMARY CARE - LAHEY CLINIC HOSPITAL, INC. - FORMER PRESIDENT, BILH PRIMARY CARE - LAHEY CLINIC, INC. - FORMER TREASURER & TRUSTEE (PRESIDENT, BILHPC) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION - FORMER PRESIDENT, BILH PRIMARY CARE - NORTHEAST MEDICAL PRACTICE, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. GALLAGHER INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $100,266. INCLUDED IN THIS AMOUNT ARE DISTRIBUTIONS OF $80,766. GHOGAWALA, ZOHER - DIVISION CHAIR & NEUROSURGEON - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. GHOGAWALA INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $88,832. THIS AMOUNT IS A DISTRIBUTION FROM A NONQUALIFIED PLAN. OTHER REPORTABLE COMPENSATION FOR ZOHER GHOGAWALA INCLUDES COMBINED PTO PAID OUT IN THE AMOUNT OF $19,348. HUNTER, M.D., ALICE A - TRUSTEE; ORTHOPAEDIC SURGEON - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; ORTHOPAEDIC SURGEON - LAHEY CLINIC HOSPITAL, INC. - TRUSTEE; ORTHOPAEDIC SURGEON - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DS. HUNTER INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(13,101). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $33,601 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. JOHNSON, M.D., M.S., FACP, ELIZABETH H. DR. JOHNSON SERVED IN THE POSITIONS BELOW FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2023 UNLESS OTHERWISE NOTED BELOW. - PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - PRESIDENT, BOARD CHAIR, TREASURER (EX-OFFICIO), & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - DR. JOHNSON SERVED AS TREASURER UNTIL MARCH 31, 2023 - PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. JOHNSON INCLUDES CHANGE IN VALUE OF NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(16,338). KATZ, J.D., JAMIE UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2023: - GENERAL COUNSEL AND CLERK (EX-OFFICIO), - BETH ISRAEL LAHEY HEALTH, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - CLERK (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - CLERK - COMMUNITY PHYSICIANS ASSOCIATES, INC. - CLERK (EX-OFFICIO) - BID - MILTON PHYSICIAN ASSOCIATES, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - CLERK (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES, INC. - CLERK (EX-OFFICIO) - THE JORDAN HEALTH SYSTEMS, INC. - CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL - CLERK - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE (EX-OFFICIO)RAND CLERK (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE AND CLERK (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - DIRECTOR AND CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - CLERK (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. - CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - CLERK (EX-OFFICIO) - LAHEY CLINIC, INC. - CLERK (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC.D/B/A LAHEY HOSPITAL & MEDICAL CENTER - CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. - TRUSTEE AND CLERK - CAB HEALTH AND RECOVERY SERVICES, INC. - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL - CLERK (EX-OFFICIO) - JOSLIN CLINIC, INC. - CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - CLERK (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - CLERK - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM BEGAN ON MARCH 31, 2023 - CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM BEGAN ON MARCH 31, 2023 EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES INC. WHICH IN TURN SERVES AS THE SOLE MEMBER OF EXETER HOSPITAL AND ADDITIONAL AFFILIATES. AS OF THAT DATE MR. KATZ ASSUMED THE FOLLOWING ADDITIONAL POSITIONS: - CLERK (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - CLERK (EX-OFFICIO) - EXETER HOSPITAL, INC. - CLERK (EX-OFFICIO) - CORE PHYSICIANS, LLC - SECRETARY (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $68,094. INCLUDED IN THIS AMOUNT IS A DISTRIBUTION FROM A NONQUALIFIED PLAN IN THE AMOUNT OF $72,875 AND AN UNREALIZED LOSS IN THE AMOUNT OF $24,281. KEITZ, M.D. SHERI - CHAIR OF DEPARTMENT OF MEDICINE - LAHEY CLINIC, INC. - CHAIR OF DEPARTMENT OF MEDICINE - LAHEY CLINIC HOSPITAL, INC. OTHER REPORTABLE COMPENSATION FOR DR. KEITZ INCLUDES COMBINED PTO PAID OUT IN THE AMOUNT OF $11,154. KERNDL, JOHN UNLESS OTHERWISE NOTED BELOW, MR. KERNDL HELD THE FOLLOWING POSITIONS THROUGH DECEMBER 31, 2022: - EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE AND TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TREASURER - CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. - TRUSTEE, TREASURER (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TREASURER (EX-OFFICIO) - THE JORDAN HEALTH SYSTEMS, INC. - TREASURER (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - TRUSTEE AND TREASURER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TREASURER (EX-OFFICIO) MOUNT AUBURN PROFESSIONAL SERVICES - ASSISTANT TREASURER (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TREASURER (EX-OFFICIO) - BID - MILTON PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO), TREASURER(EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. - TRUSTEE (EX-OFFICIO), TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TREASURER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE AND TREASURER (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - DIRECTOR (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TRUSTEE (EX-OFFICIO), TREASURER (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - MANAGING DIRECTOR - BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC - MANAGING DIRECTOR, TREASURER - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC - TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION, LLC - TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE NETWORK, LLC - ASSISTANT TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TREASURER (EX-OFFICIO) - JOSLIN CLINIC, INC. - TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. KERNDL INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $109,434. OF THIS AMOUNT, $89,934 WAS UNVESTED AT SEPTEMBER 30, 2023. OTHER REPORTABLE COMPENSATION FOR MR. KERNDL ALSO INCLUDES $ 7,961 RELATED TO TEMPORARY HOUSING. LEW, JOHN - VP, HUMAN RESOURCES BUSINESS PARTNER - LAHEY CLINIC HOSPITAL, INC. - VP, HUMAN RESOURCES BUSINESS PARTNER - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. LEW INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $966. INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $27 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. LIESCHING, M.D., TIMOTHY - TRUSTEE - BETH ISRAEL LAHEY HEALTH, INC. - SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC, INC. - SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC FOUNDATION, INC. - SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER DR. LIESCHING SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. LIESCHING INCLUDES A CHANGE IN VALUE OF HIS NONQUALIFIED RETIREMENT PLAN BALANCE IN THE AMOUNT OF $(627). LONGWORTH, M.D., DAVID DR. LONGWORTH SERVED IN THE POSITIONS NOTED BELOW THROUGH DECEMBER 31,2022 UNLESS OTHERWISE NOTED: - CHAIR, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC, INC. - PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - PRESIDENT (EX-OFFICIO), TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM ENDED ON DECEMBER 1, 2022. - PRESIDENT (EX-OFFICIO), TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM ENDED ON DECEMBER 1, 2022. - TRUSTEE CAB HEALTH & RECOVERY SERVICES, INC. - TRUSTEE HEALTH & EDUCATION HOUSING SERVICES, INC - TRUSTEE - NORTHEAST BEHAVIORAL HEALTH CORPORATION AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. LONGWORTH INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $58,310. INCLUDED IN THIS AMOUNT IS A DISTRIBUTION FROM A NONQUALIFIED PLAN IN THE AMOUNT OF $89,152 AND AN UNREALIZED LOSS IN THE AMOUNT OF $50,342. MAGGE, M.D., SUBU N - PHYSICIAN, NEUROSURGERY - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. MAGGE INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(85,663). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $106,163 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. OTHER REPORTABLE COMPENSATION ALSO INCLUDES A PAYOUT FOR PTO IN THE AMOUNT OF $16,689. MOFFATT-BRUCE, M.D., PH.D., SUSAN DR. MOFFATT-BRUCE BEGAN SERVING IN THE FOLLOWING POSITIONS AS OF MARCH 1, 2023: - PRESIDENT & TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - PRESIDENT & TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - PRESIDENT & TRUSTEE (EX-OFFICIO) - LAHEY CLINIC, INC. AS NOTED, DR. MOFFATT-BRUCE SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. ACCORDINGLY, SINCE DR. MOFFATT-BRUCE DID NOT BEGIN SERVING IN HER POSITIONS UNTIL CALENDAR YEAR 2023, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. MOSENTHAL, M.D., ANNE - CHIEF ACADEMIC OFFICER - LAHEY CLINIC HOSPITAL, INC. - CHIEF ACADEMIC OFFICER - LAHEY CLINIC, INC. MOURTZINOS M.D., ARTHUR P. - TRUSTEE AND UROLOGIST - LAHEY CLINIC FOUNDATION, INC - TRUSTEE AND UROLOGIST - LAHEY CLINIC HOSPITAL, INC. - TRUSTEE AND UROLOGIST - LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION FOR ARTHUR P. MOURTZINOS, M.D. INCLUDES A PAYOUT OF PTO IN THE AMOUNT OF $11,585. RIOS, CINDY - TREASURER (EX-OFFICIO) AND INTERIM CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH, INC. - TERM BEGAN JANUARY 1, 2023. - SENIOR VICE PRESIDENT AND OPERATIONS CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH, INC. - TERM ENDED DECEMBER 31, 2022 UNLESS OTHERWISE NOTED, EFFECTIVE JANUARY 1, 2023, MS. RIOS ALSO ASSUMED THE FOLLOWING POSITIONS: - TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM BEGAN MARCH 31, 2023 - TREASURER (EX-OFFICIO) - CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. - TREASURER (EX-OFFICIO) - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - TRUSTEE & TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - TREASURER (EX-OFFICIO) - BID - MILTON PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM BEGAN MARCH 31, 2023 - TREASURER (EX-OFFICIO) - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - JOSLIN CLINIC, INC. - TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - TREASURER (EX-OFFICIO) - THE JORDAN HEALTH SYSTEMS, INC. - TREASURER (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. - TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TREASURER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. - DIRECTOR & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE & TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING & REHABILITATION CENTER, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES INC. WHICH IN TURN SERVES AS THE SOLE MEMBER OF EXETER HOSPITAL AND ADDITIONAL AFFILIATES. AS OF THAT DATE MS. RIOS ASSUMED THE FOLLOWING ADDITIONAL POSITIONS: - TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - TREASURER (EX-OFFICIO) - EXETER HOSPITAL, INC. - TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOC & HOSPICE MS. RIOS SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR TEMPORARY HOUSING AND MOVING EXPENSES IN THE AMOUNT OF $41,927 AND 9,904, RESPECTIVELY. DEFERRED COMPENSATION IN THE AMOUNT OF $187,500 INCLUDED IN THIS FILING FOR MS. RIOS RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2022, WAS NOT FUNDED, WAS NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990.IVE ROBINSON, MPH, MBA, JASON - VP HOSPITAL SERVICES AND ACADEMIC AFFAIRS - LAHEY CLINIC HOSPITAL, INC. - VP HOSPITAL SERVICES AND ACADEMIC AFFAIRS - LAHEY CLINIC, INC. SENARIAN, EMILY - VP MEDICAL SERVICES AND AMBULATORY PERFORMANCE - LAHEY CLINIC, INC. - VP MEDICAL SERVICES AND AMBULATORY PERFORMANCE - LAHEY CLINIC HOSPITAL, INC. SHEKAR, M.D., PREM S - CHAIR, CARDIAC & THORACIC SURGERY - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. SHEKAR INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(501). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $20,083 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. SORCINI, M.D., ANDREA P. - TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE (EX-OFFICIO); MSA PRESIDENT AND UROLOGIST - LAHEY CLINIC HOSPITAL, INC. - TRUSTEE (EX-OFFICIO); MSA PRESIDENT AND UROLOGIST - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. SORCINI INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(19,612). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $40,112 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. STAIN, M.D., STEVEN - DEPT OF SURGERY CHAIR - LAHEY CLINIC HOSPITAL, INC. - DEPT OF SURGERY CHAIR - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. STAIN INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(38,637). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $59,137 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. OTHER REPORTABLE COMPENSATION ALSO INCLUDES A PAYOUT FOR PTO IN THE AMOUNT OF $16,346. SRINIVASAN M.D., JAYASHRI - TRUSTEE - LAHEY CLINIC FOUNDATION, INC - TRUSTEE; DIVISION CHAIR NEUROLOGY - LAHEY CLINIC HOSPITAL, INC. - TRUSTEE; DIVISION CHAIR NEUROLOGY - LAHEY CLINIC, INC. TABB, M.D., KEVIN UNLESS OTHERWISE NOTED BELOW, DR. TABB HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2023: - PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. - CHIEF EXECUTIVE OFFICER AND TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. - TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC, INC. - TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - PRESIDENT (EX-OFFICIO) AND TRUSTEE (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE, BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - WINCHESTER HOSPITAL - DIRECTOR AND PRESIDENT (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) AND TRUSTEE (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION - CHIEF EXECUTIVE OFFICER AND TRUSTEE - CAB HEALTH AND RECOVERY SERVICES, INC. - CHIEF EXECUTIVE OFFICER AND TRUSTEE - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BID - MILTON PHYSICIAN ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - CHIEF EXECUTIVE OFFICER - THE JORDAN HEALTH SYSTEMS, INC. - CHIEF EXECUTIVE OFFICER - JORDAN PHYSICIAN ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - JOSLIN CLINIC, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES INC. WHICH IN TURN SERVES AS THE SOLE MEMBER OF EXETER HOSPITAL AND ADDITIONAL AFFILIATES. AS OF THAT DATE DR. TABB ASSUMED THE FOLLOWING ADDITIONAL POSITIONS: - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - EXETER HOSPITAL, INC. IN ADDITION TO THE POSITIONS NOTED ABOVE, DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNATE WHO THEN BECAME THE VOTING TRUSTEE IN HIS PLACE: - TRUSTEE (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, BID-MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATES - TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM - TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, THE JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TRUSTEE (EX-OFFICIO) MOUNT AUBURN HOSPITAL - TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) WINCHESTER HOSPITAL AND WINCHESTER HEALTHCARE MANAGEMENT - TRUSTEE (EX-OFFICIO) ANNA JAQUES HOSPITAL, INC. AND SEACOAST AFFILIATED GROUP PRACTICE - TRUSTEE (EX-OFFICIO) JOSLIN DIABETES CENTER - TRUSTEE (EX-OFFICIO) JOSLIN CLINIC - TRUSTEE (EX-OFFICIO) EXETER HEALTH RESOURCES, INC. - TRUSTEE (EX-OFFICIO) EXETER HOSPITAL, INC. ALTHOUGH DR. TABB SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $388,031. THIS AMOUNT INCLUDES A DISTRIBUTION FROM A NONQUALIFIED PLAN IN THE AMOUNT OF $453,944 AND UNREALIZED LOSSES IMPACTING HIS NONQUALIFIED BENEFIT IN THE AMOUNT OF $85,413. DEFERRED COMPENSATION IN THE AMOUNT OF $250,000 INCLUDED IN THIS FILING FOR DR. TABB RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2022, WAS NOT FUNDED, WAS NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. TABERNER, MIKAELA - ASSOCIATE GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH - ASSISTANT CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - ASSISTANT CLERK (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. - ASSISTANT CLERK (EX-OFFICIO) - LAHEY CLINIC, INC. VILLANUEVA, M.D., ANDREW G - TRUSTEE, CHIEF QUALITY OFFICER - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE, CHIEF QUALITY OFFICER LAHEY CLINIC HOSPITAL, INC. - TRUSTEE, CHIEF QUALITY OFFICER - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. VILLANUEVA INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(127,663). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $148,163 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. WHITMORE, ROBERT G - PHYSICIAN, NEUROSURGERY - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. WHITMORE INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(14,156). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $34,656 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. OTHER REPORTABLE COMPENSATION ALSO INCLUDES A PAYOUT FOR PTO IN THE AMOUNT OF $18,763. WINGER, M.D., CHRISTINE - TRUSTEE, PHYSICIAN - LAHEY CLINIC, INC. - TRUSTEE, PHYSICIAN LAHEY CLINIC FOUNDATION, INC. - TRUSTEE, PHYSICIAN - LAHEY CLINIC HOSPITAL, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. WINGER INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(83,370). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $103,783 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. YEW, ANDREW Y - PHYSICIAN, NEUROSURGERY - LAHEY CLINIC, INC. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. YEW INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(142). INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $20,494 IMPACTING THE NONQUALIFIED UNVESTED BALANCE. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584YTK5 2019-07-31 211922775 MDFA - SERIES 2019K - SEE PART VI 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584YJW0 2018-06-26 479594374 MDFA - SERIES 2018J-1,J-2 - SEE PART VI 0 0 0 C MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584XMT5 2016-05-12 257611877 MDFA - SERIES 2016I - SEE PART VI 0 0 0 D MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584XFW6 2015-10-21 262828878 MDFA - LAHEY SERIES F - SEE PART VI 0 0 0 A 27790000 211922775 2931137 19714020 189277638 2019 0 0 1 1 B 13875000 504358641 4594374 499764267 2021 0 0 1 1 C 53195000 257618370 2515889 19006493 236095988 2016 0 1 1 1 D 28000000 262953908 4857465 3129474 94764737 160202232 2021 1 1 1 1 A 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 C 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 0 0 1 0 0 0 1 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 1 1 A 1 B 1 C 1 D 1 BOND A, ENTITY 1: PART I, ROW A, COLUMN F: FOR TAX PURPOSES (PURSUANT TO PROPOSED TREASURY REGULATIONS SECTION 1.150-1(D)(2)(II)(C)), THE ISSUE'S PROCEEDS OTHER THAN THOSE ALLOCATED TO COSTS OF ISSUANCE WERE ALLOCATED TO CAPITAL EXPENDITURES ON THE DATE OF CLOSING. THE PRESENTATION SHOWN HERE DEPARTS FROM THE TAX TREATMENT, REFLECTING THE CHARACTERIZATION OF THE TRANSACTION FOR OTHER PURPOSES, AND IS MORE IN ACCORDANCE TO THE FINANCIAL ACCOUNTING PRESENTATION. BOND B, ENTITY 1: PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $24,764,267 OF INVESTMENT EARNINGS. PART IV, COLUMN B, LINE 2C: FINAL REBATE CALCULATION SHOWING NO REBATE DUE COMPLETED ON 09/30/2023. BOND C, ENTITY 1: PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998. PART II, COLUMN C, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. PART IV, COLUMN C, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021. BOND D, ENTITY 1: PART I, ROW D, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 08/17/2007 AND 07/14/2005. PART II, COLUMN D, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $125,030 OF INVESTMENT EARNINGS. PART IV, COLUMN D, LINE 2C: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON 09/30/2021. BOND A, ENTITY 2: PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES (DATED 06/09/2008; 11/30/2005; 07/16/2003; AND 06/04/1998), FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW PART IV, COLUMN A, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019. BOND B, ENTITY 2: PART I, ROW B, COLUMN A: MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE - REFUND ISSUE DATED 06/28/2000. PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW PART IV, ROW 2C, COLUMN B: ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 10, 2009. PART III, LINE 9 AND PART IV, LINE 7: THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP WHICH WAS FORMED IN JUNE 2020. THE MAJORITY OF BILH OBLIGATED GROUP MEMBERS HAVE ADOPTED FORMAL WRITTEN POLICIES AND PROCEDURES TO REVIEW AND MONITOR ARRANGEMENTS WHICH COULD GENERATE PRIVATE USE OF BOND FINANCED AND COMPLIANCE RELATED TO INTERNAL REVENUE CODE (IRC) SECTION 141 AND ARBITRAGE RULES UNDER IRC SECTION 148. ALTHOUGH NOT EVERY MEMBER OF THE BILH OBLIGATED GROUP HAS FORMALLY ADOPTED THESE WRITTEN POLICIES AND PROCEDURES, THOSE THAT HAVE NOT NEVERTHELESS FOLLOW THE POLICIES AND PROCEDURES ADOPTED BY OTHER MEMBERS OF THE BILH OBLIGATED GROUP TO ENSURE COMPLIANCE WITH THESE SECTIONS OF THE IRC AND THE REGULATIONS PROMULGATED THEREUNDER. SUCH POLICIES AND PROCEDURES INCLUDE, AMONG OTHER THINGS, THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS, IF ANY, ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION ISN'T AVAILABLE UNDER APPLICABLE REGULATIONS. THIS FORM 990 SCHEDULE K REPRESENTS TAX-EXEMPT DEBT OF ALL MEMBERS OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP WHICH WAS FORMED IN JUNE 2020. THE OBLIGATED GROUP INCLUDES THE FOLLOWING ENTITIES: BETH ISRAEL DEACONESS MEDICAL CENTER, INC., MOUNT AUBURN HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC., NEW ENGLAND BAPTIST HOSPITAL, BETH ISRAEL DEACONESS HOSPITAL MILTON, INC., BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC., MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, MOUNT AUBURN PROFESSIONAL SERVICES, INC., LAHEY CLINIC FOUNDATION, INC., LAHEY CLINIC, INC., LAHEY CLINIC HOSPITAL, INC., NORTHEAST HOSPITAL CORPORATION, WINCHESTER HOSPITAL, AND ANNA JAQUES HOSPITAL. THE OBLIGATED GROUP IS AWARE OF THE INSTRUCTIONS TO SCHEDULE K THAT STATE THAT "IF THE ORGANIZATION HAS ONE OR MORE RELATED ORGANIZATIONS (FOR EXAMPLE, PARENT AND SUBSIDIARY RELATIONSHIP), IT MUST COMPLETE SCHEDULE K (FORM 990) CONSISTENT WITH THE FILINGS(S) OF ITS RELATED ORGANIZATION(S). THE SAME LIABILITY SHOULDN'T BE REPORTED BY MORE THAN ONE OF THE RELATED ORGANIZATIONS." THE OBLIGATED GROUP IS CURRENTLY WORKING TOWARD A DETERMINATION REGARDING THE REPORTING OF TAX-EXEMPT DEBT AMONG ITS MEMBERS WITH RESPECT TO SCHEDULE K. IN THE ABSENCE OF SUCH A DETERMINATION, FOR THE REPORTING PERIOD ENDING ON 09/30/2023, THE OBLIGATED GROUP HAS INCLUDED ALL TAX-EXEMPT BOND ISSUES ON EACH OF ITS MEMBER'S FORM 990 SCHEDULE KS, WHICH IS CONSISTENT WITH THE APPROACH THAT HAS BEEN TAKEN SINCE THE OBLIGATED GROUP'S FORMATION. THE OBLIGATED GROUP INTENDS TO MODIFY ITS FILING POSITION TO BE IN LINE WITH THE INSTRUCTIONS TO SCHEDULE K ON ALL SUBSEQUENT FORM 990S. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 57584XDH1 2015-09-02 203702204 MDFA - SERIES 2015 H-1 - SEE PART VI 0 0 0 B MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY 042456011 57586CDD4 2004-07-08 30340000 MHEFA - WINCHESTER F - ADV REFUND 0 0 0 A 94030000 203702204 2348479 201353725 1 1 1 1 B 8860000 30340000 365445 47003 29927552 0 1 1 1 A 0 1 1 1 0 0.00100 0.00000 0.00100 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 1 1 MORGAN STANLEY 20.000000000000 0 0 0 0 1 A 1 B 1 X 6 780389 COST OR SELLING PRICE X EVENT SUPPLIES 3 16642 COST OR SELLING PRIC 0 1 0 PART I, COLUMN (B): THE NUMBERS REPORTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART III, LINE 1: LAHEY CLINIC (LC) PROVIDES THE HIGHEST QUALITY INTERDISCIPLINARY AND COORDINATED PATIENT CARE LEADING TO THE BEST POSSIBLE OUTCOMES AND EXPERIENCES FOR EVERY PATIENT, ADVANCING MEDICINE THROUGH RESEARCH AND EDUCATING TOMORROW'S HEALTH CARE LEADERS. LAHEY CLINIC ALSO PROMOTES HEALTH AND WELLNESS IN PARTNERSHIP WITH THE DIVERSE COMMUNITIES SERVED. LAHEY CLINIC ACCOMPLISHES THESE MISSIONS IN CONJUNCTION WITH THE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER AND THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES AS DESCRIBED FURTHER IN THIS FORM 990. BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND SOUTHERN NEW HAMPSHIRE AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS AND ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,800 PHYSICIANS AND 38,000 EMPLOYEES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), ANNA JAQUES HOSPITAL (AJH) , THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN), JOSLIN DIABETES CENTER AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC). IN ADDITION, AS OF JULY 1, 2023, BILH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC WHICH IN TURNS SERVES AS THE SOLE MEMBER OF EXETER HOSPITAL. THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: OVERALL FOCUS AND EMERGENCY CARE THE LAHEY CLINIC (LC) IS A MULTI-SPECIALTY GROUP PRACTICE THAT OPERATES WITHIN THE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER AS WELL AS IN SEVERAL COMMUNITY SITES PROVIDING BOTH INPATIENT AND OUTPATIENT, DIAGNOSTIC, THERAPEUTIC AND EMERGENCY A HEALTH CARE SERVICES. LC EMPLOYS PHYSICIANS IN OVER 40 MEDICAL AND SURGICAL SPECIALTIES, INCLUDING PRIMARY CARE. THE PHYSICIANS OF LAHEY CLINIC, INC. PROVIDE TERTIARY CARE IN TWO LOCATIONS OF A LICENSED HOSPITAL THAT IS COMPRISED OF 345 LICENSED BEDS AS WELL AS OTHER MEDICAL OFFICES IN THE COMMUNITY. THE PHYSICIANS AND MEDICAL STAFF OF LC TREAT MORE THAN ONE MILLION PATIENTS AT THE PHYSICIAN OFFICES, OVER 66,000 IN THE EMERGENCY ROOM AND PROVIDE OVER 21,000 SURGICAL PROCEDURES AND HOSPITAL DISCHARGES OF APPROXIMATELY 21,000 PATIENTS ON AN ANNUAL BASIS. LC PHYSICIANS PROVIDE EMERGENCY CARE TO PATIENTS IN LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC)'S EMERGENCY DEPARTMENT IN BURLINGTON, MASSACHUSETTS 24 HOURS A DAY, 7 DAYS A WEEK. AS A LEVEL I TRAUMA CENTER LC SURGEONS ARE AVAILABLE TO TREAT THE MOST CRITICALLY INJURED AND ILL PATIENTS. THE EMERGENCY DEPARTMENT PHYSICIANS ALSO SERVE AS "MEDICAL CONTROL" FOR VARIOUS AREA AMBULANCE SERVICES, FOR WHICH THEY DIRECT PRE-HOSPITALIZATION CARE BY RADIO TO PARAMEDICS AND EMERGENCY MEDICAL TECHNICIANS IN THE FIELD. LC PHYSICIANS ALSO PROVIDE 24-HOUR EMERGENCY CARE TO PATIENTS AT THE LHMC PEABODY CAMPUS. IN ADDITION, LC PHYSICIANS TRAIN RESIDENTS FROM THE BOSTON UNIVERSITY EMERGENCY MEDICINE PROGRAM. THESE RESIDENT COMPLETE ROTATIONS AT LHMC UNDER THE SUPERVISION OF LC PHYSICIANS DURING THEIR SECOND AND FOURTH YEARS OF STUDY. ADDITIONAL INFORMATION RELATED TO THE RESIDENT TRAINING PROGRAM IS INCLUDED IN THE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC) FORM 990 SCHEDULE H. PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: ANCILLARY SERVICES: RADIOLOGY, DIAGNOSTIC CARE AND TREATMENT LAHEY CLINIC (LC) PHYSICIANS PROVIDE, REVIEW AND INTERPRET A WIDE RANGE OF DIAGNOSTIC AND INTERVENTIONAL SERVICES CURRENTLY AVAILABLE IN IMAGING. THE TEAM OF MORE THAN 40 BOARD CERTIFIED RADIOLOGISTS PROVIDES SUBSPECIALTY EXPERTISE IN BREAST IMAGING, CT SCAN, GASTROINTESTINAL IMAGING, GENITOURINARY IMAGING, INTERVENTIONAL RADIOLOGY, INTERVENTIONAL NEURORADIOLOGY, MRI, MUSCULOSKELETAL IMAGING, NEURORADIOLOGY, NUCLEAR MEDICINE (INCLUDING SINGLE-PHOTON EMISSION COMPUTED TOMOGRAPHY SCANNING CAPABILITIES AND A RADIONUCLIDE THERAPY PROGRAM), PET/CT IMAGING, THORACIC IMAGING, ULTRASOUND, VASCULAR IMAGING AND WOMEN'S IMAGING. LHMC DIAGNOSTIC RADIOLOGY IS ENTIRELY DIGITAL AND LC PHYSICIANS ARE TRAINED TO INTERPRET SCANS AND IMAGES ON ONE OF THE MOST COMPREHENSIVE PACS (PICTURE ARCHIVAL COMMUNICATIONS SYSTEM) SYSTEMS IN THE COUNTRY. LC PATIENTS RECEIVE THE MOST ACCURATE DIAGNOSES FROM LC TRAINED PHYSICIANS USING DIAGNOSTIC MODALITIES SUCH AS DIGITAL MAMMOGRAPHY INCLUDING 3-D TOMOSYNTHESIS, CT SCANNERS WITH RADIATION DOSE REDUCTION SOFTWARE, A BARIATRIC CT SCANNER AND MRI UNITS INCLUDING AN OPEN MAGNET AND A 3-TESLA MAGNET. PHYSICIANS AT THE LHMC BURLINGTON CAMPUS ALSO OFFER A FULL RANGE OF CARDIAC DIAGNOSTIC AND THERAPEUTIC MODALITIES WORKING IN A MULTIDISCIPLINARY MANNER WITH THE CARDIOLOGISTS AND PROVIDING CARE INCLUDING A CARDIAC CARE IN THE CARDIAC CATHETERIZATION AND ELECTROPHYSIOLOGY LABORATORIES. LC PHYSICIANS REVIEW AND INTERPRET MORE THAN 400,000 IMAGING EXAMINATIONS ANNUALLY IN THREE LOCATIONS: LAHEY HOSPITAL & MEDICAL CENTER (LHMC), BURLINGTON, LAHEY MEDICAL CENTER, PEABODY AND LAHEY OUTPATIENT CENTER, LEXINGTON. AS NOTED FURTHER IN THE FORM 990 SCHEDULE H OF LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC), LHMC IS A TEACHING HOSPITAL. LAHEY CLINIC BOARD CERTIFIED RADIOLOGISTS, TRAIN THE RADIOLOGISTS OF TOMORROW AS PART OF LC'S COMMITMENT TO MEDICAL EDUCATION. RESIDENTS PARTICIPATE IN A FOUR-YEAR RADIOLOGY RESIDENCY PROGRAM AND POST-RESIDENCY FELLOWSHIP TRAINING IS ALSO OFFERED IN FIELDS SUCH AS ABDOMINAL IMAGING, MUSCULOSKELETAL IMAGING AND INTERVENTIONAL NEURORADIOLOGY. INTERVENTIONAL RADIOLOGY AND RADIATION ONCOLOGY IN ADDITION TO THE DIAGNOSTIC CARE NOTED ABOVE, LAHEY CLINIC (LC) RADIOLOGISTS TREAT PATIENTS DIRECTLY IN AREAS SUCH AS INTERVENTIONAL RADIOLOGY AND ONCOLOGY. AS PART OF LHMC'S INTERVENTIONAL RADIOLOGY, LC PHYSICIANS PROVIDE STATE-OF-THE-ART 3-D AND BIPLANE INTERVENTIONAL ANGIOGRAPHY, AS WELL AS INTERVENTIONAL RADIOLOGY PROCEDURES IN SUCH SUBSPECIALTIES AS INVASIVE CARDIOLOGY, PERIPHERAL VASCULAR AND UROLOGY PROCEDURES AS WELL AS A DEDICATED INTERVENTIONAL NEURORADIOLOGY SERVICE WHERE PHYSICIANS PROVIDE INNOVATIVE IMAGING-GUIDED PROCEDURES FOR PATIENTS DIAGNOSED WITH VASCULAR (BLOOD VESSEL) DISEASES OF THE CENTRAL NERVOUS SYSTEM, INCLUDING THE BRAIN AND SPINE. LC PHYSICIANS ARE EXPERT IN THE INTERVENTIONAL TREATMENT OF ACUTE STROKES, ANEURYSMS, AND ARTERIOVENOUS MALFORMATIONS (AVMS), A CONGENITAL CONDITION INVOLVING A TANGLE OF ABNORMALLY CONNECTED ARTERIES AND VEINS IN THE HEAD. IN ADDITION, LC'S MULTIDISCIPLINARY APPROACH MEANS THAT RADIOLOGISTS WORK CLOSELY WITH OTHER CLINICAL DEPARTMENTS AND LC PHYSICIAN SPECIALISTS PRACTICING IN AREAS SUCH AS ENDOCRINOLOGY, NEUROLOGY AND NEUROSURGERY, ORTHOPAEDICS AND CARDIOLOGY (INCLUDING A FULL RANGE OF CARDIAC DIAGNOSTIC AND THERAPEUTIC MODALITIES IN THE CARDIAC CATHETERIZATION AND ELECTROPHYSIOLOGY LABORATORIES). THIS MULTIDISCIPLINARY APPROACH ENSURES THE BEST OPTIONS AND BEST COURSE OF TREATMENT FOR PATIENTS. THESE PROCEDURES BENEFIT PATIENTS OFFERING A MINIMALLY INVASIVE OPTION WHEN POSSIBLE, THEREBY ELIMINATING THE NEED FOR OPEN SURGERY, TREATING CONDITIONS THAT ARE OTHERWISE DIFFICULT TO TREAT OR ARE UNTREATABLE BY OPEN SURGERY AND ALLOWING FOR SHORTER PATIENT RECOVERY TIMES. THE LAHEY TEAM HAS PERFORMED MORE THAN 6,000 PROCEDURES IN THE AREAS DESCRIBED ABOVE. PHYSICIANS WITHIN THE LAHEY CLINIC (LC) DEPARTMENT OF RADIATION ONCOLOGY PROVIDE COMPREHENSIVE TREATMENT FOR PATIENTS WITH CANCER THROUGH THE USE OF THREE LINEAR ACCELERATORS AND SOPHISTICATED COMPUTER EQUIPMENT FOR TREATMENT PLANNING, WHICH INCLUDES CT SIMULATORS, AND THEY ALSO PROVIDE ONGOING FOLLOW-UP CARE FOR ONCOLOGY PATIENTS THROUGH OTHER DEPARTMENTAL SERVICES INCLUDING A FULLY ACCREDITED MAMMOGRAPHY SERVICE, MAGNETIC RESONANCE MAMMOGRAPHY AND ULTRASOUND SERVICES. THE PATIENT CARE TREATMENT PHILOSOPHY IS ROOTED IN TEAMWORK, EASE OF ACCESS AND PATIENT EMPOWERMENT. RECOGNIZING THAT EACH PATIENT'S ONCOLOGY NEEDS ARE UNIQUE, LAHEY OFFERS A FULL RANGE OF TREATMENT OPTIONS TO MEET THE SPECIFIC NEEDS OF EACH PATIENT. EMBRACING A TEAM APPROACH THAT INVOLVES THE PATIENT EVERY STEP OF THE WAY ALLOWS LC PHYSICIANS TO PAVE THE WAY FOR SUPERIOR OUTCOMES, INCREASED PATIENT SATISFACTION AND, MOST IMPORTANT OF ALL, A HIGHER RATE OF SURVIVORSHIP. IN CONJUNCTION WITH ONCOLOGY CARE, LC PHYSICIANS COORDINATE MULTIDISCIPLINARY CARE FOR PATIENTS WORKING WITH TEAMS IN OTHER DEPARTMENTS AS NECESSARY, SUCH AS HEMATOLOGY, CANCER SERVICES AND THE FAMILIAL CANCER RISK ASSESSMENT CENTER. THIS COLLABORATION ALLOWS PHYSICIANS TO PROVIDE PERSONALIZED, COMPASSIONATE CARE TO PATIENTS. THIS SAME MULTIDISCIPLINARY APPROACH ALSO EXTENDS TO POST-CANCER CARE. PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: GENERAL MEDICINE PRIMARY CARE AND ENDOSCOPY GENERAL INTERNAL MEDICINE PHYSICIANS OFFER A LARGE COMPREHENSIVE CARE TEAM FOR PRIMARY HEALTH CARE NEEDS IN A MODERN PATIENT CENTER IN BURLINGTON AS WELL AS IN COMMUNITY BASED SETTINGS IN LEXINGTON, PEABODY AND OTHER COMMUNITY LOCATIONS THROUGHOUT NORTHEASTERN MASSACHUSETTS. PRIMARY CARE PHYSICIANS (PCPS) ARE 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. THE PATIENT CARE FACILITY IN BURLINGTON SUPPLEMENTS PRIMARY CARE WITH A RADIOLOGY SUITE FOR X-RAYS, A PHLEBOTOMY STATION FOR BLOOD DRAWS, AND A PHARMACY TO HELP PROVIDE SEAMLESS CARE FOR LC PATIENTS. AS EXPERTS IN ADULT MEDICINE, LAHEY CLINIC PRIMARY CARE PROVIDERS WORK TOGETHER IN TEAMS TO DELIVER COMPREHENSIVE AND COMPASSIONATE HEALTH CARE. IN A TYPICAL FISCAL YEAR, APPROXIMATELY 60 PRIMARY CARE AND ADVANCED PRACTITIONERS WILL SEE 90,500 ANNUALLY IN THE BURLINGTON LOCATION ALONE. ENDOSCOPY SPECIALISTS AT THE LAHEY CLINIC TREAT PATIENTS IN THE LHMC ENDOSCOPY CENTER, PROVIDING A FULL RANGE OF ENDOSCOPY CARE, WHETHER PATIENTS NEED A DIAGNOSIS OR TREATMENT FOR A GASTROINTESTINAL, COLON OR RECTAL CONDITION. THIS STATE-OF-THE-ART ENDOSCOPY CENTER RECENTLY EXPANDED TO MORE THAN 13,000 SQUARE FEET TO MEET INCREASING PATIENT DEMAND WHILE ENHANCING A PATIENT'S EXPERIENCE. THE NEW FACILITY INCLUDES BOTH REGULAR AND ADVANCED PROCEDURE ROOMS, PRE-PROCEDURE AND POST-PROCEDURE BAYS FOR BOTH OUTPATIENTS AND INPATIENTS, LIGHT-FILLED WAITING ROOMS AND ITS OWN ENTRANCE AND PARKING LOT. THE SPACE ALSO INCLUDES UPDATED IMAGING EQUIPMENT, ADVANCED REPROCESSING TECHNOLOGY AND SEPARATE PROCESSES SUPPORTING THE DIFFERENCES BETWEEN OUTPATIENTS AND INPATIENTS. ADDITIONALLY, THIS NEW UNIT HAS THE LARGEST AUTOMATED CLEANING SYSTEM IN THE REGION, WHICH REDUCES THE RISK OF HUMAN ERROR AND CROSS-CONTAMINATION, ENSURING SAFE, PATIENT-READY ENDOSCOPES FOR EVERY PROCEDURE. LC ENDOSCOPY SPECIALISTS PERFORM SCREENINGS AND PROCEDURES FOR CONDITIONS OF THE LIVER, BILIARY TREE, PANCREAS AND GASTROINTESTINAL TRACT, INCLUDING ESOPHAGUS, COLON AND RECTUM. PROCEDURES INCLUDE EVERYTHING FROM COLON CANCER SCREENINGS TO TREATMENTS FOR SWALLOWING DISORDERS, BILE DUCT DISORDERS, MOTILITY PROCEDURES, INCLUDING TESTS THAT MEASURE ACID REFLUX, CHECK PH LEVELS AND/OR MEASURE THE MUSCLE STRENGTH IN A PATIENT'S ESOPHAGUS AS WELL AS TUMOR DIAGNOSIS USING ENDOSCOPIC ULTRASOUND. PHYSICIANS ALSO OFFER MANY ADVANCED PROCEDURES SUCH AS ENTEROSCOPY, ERCP (ENDOSCOPIC RETROGRADE CHOLANGIOPANCREATOGRAPHY) AND EUC (ENDOSCOPIC ULTRASOUND) WHICH ALLOW THESE SPECIALISTS TO VIEW AND TREAT CONDITIONS IN HARD-TO-REACH AREAS OF THE BILE DUCTS, PANCREAS AND SMALL INTESTINES. AS TEACHING PHYSICIANS, THESE SPECIALISTS ARE AT THE FOREFRONT OF FINDING NEW WAYS TO USE ENDOSCOPIC TOOLS AND PROCEDURES TO IMPROVE CARE AND TREATMENTS. ADVANCED TECHNOLOGY AIDS LC PHYSICIANS IN MAKING A MORE PRECISE DIAGNOSIS WHICH IN TURN, ALLOWS FOR MORE TARGETED TREATMENTS FOR CONDITIONS THAT CAN BE DIFFICULT TO PINPOINT. PATIENTS RECEIVE A DIAGNOSIS AND CARE QUICKLY THROUGH LAHEY'S ENDOSCOPY ON DEMAND SERVICE. A PATIENT'S PRIMARY CARE DOCTOR CAN REFER THEM AND SCHEDULE DIAGNOSTIC AND URGENT THERAPEUTIC PROCEDURES FOR THE PATIENT RIGHT AWAY. A GASTROENTEROLOGIST WILL THEN DISCUSS THE RESULTS WITH THE PATIENT AND THEIR DOCTOR. IN ADDITION TO LAHEY CLINIC, INC.'S PROGRAM SERVICE ACCOMPLISHMENTS DESCRIBED ABOVE, AND AS NOTED FURTHER BELOW, THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK ENGAGED IN SIGNIFICANT ACTIVITIES FOCUSED ON EXPANDING ACCESS TO CARE AND SERVICES, INCLUDING UNDERSERVED PATIENT POPULATIONS IN ORDER TO REDUCE HEALTH INEQUITIES. THERE WAS ALSO A STRONG FOCUS ON CONTINUING TO PROVIDE HIGH QUALITY CARE AT A LOWER COST, WHEN APPROPRIATE. BILH CONTINUES TO FOCUS ON THE BEHAVIORAL HEALTH CARE NEEDS OF ITS COMMUNITIES AS WELL. BILH NETWORK ACCOMPLISHMENTS AND ACTIVITIES FISCAL YEAR ENDED SEPTEMBER 30, 2023 THROUGHOUT THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH ("BILH") AND ITS AFFILIATES FOCUSED ON EXPANDING ACCESS AND SERVICES, INCLUDING TO UNDERSERVED PATIENT POPULATIONS IN ORDER TO REDUCE HEALTH INEQUITIES. IN ADDITION, THERE WAS A STRONG FOCUS ON CONTINUING TO PROVIDE HIGH QUALITY CARE AT A LOWER COST, WHEN APPROPRIATE, AS DEMONSTRATED BY BILH'S EFFORTS TO LEVERAGE COMMUNITY SETTINGS, KEEP CARE WITHIN THE BILH PERFORMANCE NETWORK ("BILHPN"), AND ALLOW PATIENTS TO RECEIVE CARE IN THEIR HOMES. THE FOLLOWING HIGHLIGHTS SPECIFIC EFFORTS DURING THE PERIOD COVERED BY THIS FILING: ACCESS & EXPANSION TO PHARMACY SERVICES - BILH PHARMACY HAS CONTINUED TO EXPAND ITS CONTRACTUAL RELATIONSHIPS, ALLOWING MORE PATIENTS TO UTILIZE ITS PHARMACY FOR THEIR PRESCRIPTIONS. IN FY 2023, BILH PHARMACY SUCCESSFULLY NEGOTIATED ACCESS TO THE POINT32HEALTH SPECIALTY PHARMACY NETWORK AS WELL AS THE WELLSENSE MEDICAID ACCOUNTABLE CARE ORGANIZATION ("ACO") PLAN. EXAMPLES OF BILH PHARMACY'S OTHER EFFORTS TO EXPAND PATIENT ACCESS TO MEDICATIONS INCLUDE: - ENHANCED MEDICATION AUTHORIZATION AND ACCESS SERVICES TO HELP PATIENTS OBTAIN NECESSARY INSURANCE AUTHORIZATIONS AND FIND CO-PAY ASSISTANCE, - EXPANDED THE MEDICATION REFILL CENTER TO ASSIST PATIENTS AND PROVIDERS IN EXPEDITING MEDICATION RENEWALS AND ENSURING PRESCRIBED MEDICATION AND DOSAGE ARE STILL APPROPRIATE, - EXTENDED PATIENT CO-PAY ASSISTANCE PROGRAMS TO THE JOSLIN ADULT DIABETES CLINIC AND NORTHEAST HOSPITAL CORPORATION PATIENTS, AND - EXPANDED CLINICAL PHARMACY SERVICES IN AMBULATORY CLINICS TO HELP MANAGE AND OPTIMIZE PATIENTS' COMPLEX MEDICATION THERAPIES. - BILH PHARMACY ALSO EXPANDED ITS CLINICAL PHARMACY PRESENCE IN CLINICS TO REDUCE THE HEALTH EQUITY GAP IN THE USE OF HIGHLY IMPACTFUL MEDICATIONS TO TREAT PATIENTS WITH DIABETES AND ATHEROSCLEROTIC CARDIOVASCULAR DISEASES BY IMPROVING THEIR BLOOD PRESSURE AND HEMOGLOBIN A1C. INTERVENTIONS CENTERED AROUND PRESCRIBING EVIDENCE-BASED MEDICATIONS, EDUCATING PATIENTS ABOUT THEIR CONDITIONS, AND ENSURING ACCESS TO MEDICATION. INITIAL RESULTS HAVE DEMONSTRATED AN INCREASE IN THE USE OF GLP-1 AGONISTS AND SGLT-2 INHIBITORS BY 32% IN BLACK AND HISPANIC POPULATIONS, AN AVERAGE REDUCTION IN HEMOGLOBIN A1C OF 0.8, AND A DECREASE OF SYSTOLIC AND DIASTOLIC BLOOD PRESSURES OF 7MMHG AND 2MMHG RESPECTIVELY. IMPROVEMENT IN LAB SERVICES - BILH OPTIMIZED THE TRANSPORTATION ROUTES OF COLLECTED LABORATORY SPECIMENS TO TESTING LABORATORIES, ENSURING HIGH STANDARDS FOR TURNAROUND TIMES AND MAXIMUM EFFICIENCY. THIS IS FOUNDATIONAL TO THE SYSTEM'S ABILITY TO CONSOLIDATE TESTING, EXPAND ACCESS TO IN-NETWORK LABORATORY SERVICES WHICH IN TURN GENERALLY REDUCES COST, AND SUPPORT THE PROVISION OF HIGH-QUALITY CARE AND THE CLINICIAN AND PATIENT EXPERIENCE. - FOCUS REMAINED STRONG IN DEVELOPING PHYSICIAN PRACTICE DELIVERY MODELS AND RE-OPENING PATIENT SERVICE CENTERS. THESE EFFORTS ENHANCE COMMUNITY PROVIDERS' ABILITY TO USE BILH LABS AND INCREASE PATIENT ACCESS TO BILH LABS. LEVERAGING IN-NETWORK CARE - BILH OPERATES A TRANSFER CENTER THAT FACILITATES PATIENT ACCESS TO THE APPROPRIATE PLACEMENT OF PATIENT TRANSFERS. WITH THE CREATION OF THE TRANSFER CENTER, BILH HAS BEEN ABLE TO RETAIN PATIENTS WHO MIGHT OTHERWISE HAVE GONE OUTSIDE OF THE SYSTEM. BY EXPANDING ITS FOCUS TO COMMUNITY HOSPITALS, BILH HAS ENHANCED ITS ABILITY TO PLACE PATIENTS, INCLUDING AT LOCATIONS POTENTIALLY CLOSER TO THE PATIENTS' HOMES. - BILHPN OPERATES A CENTRALIZED REFERRAL MANAGEMENT PROGRAM THAT FOCUSES ON PATIENTS SEEKING OUT-OF-NETWORK SPECIALTY CARE AND REDIRECTING THEM TO IN-NETWORK SPECIALTY CARE, WHEN CLINICALLY APPROPRIATE. THROUGHOUT FY 2023, BILHPN REDIRECTED WELL OVER ONE THOUSAND PATIENT VISITS. IN MOST CASES, CARE RETAINED WITHIN BILH RESULTED IN ENHANCED CARE COORDINATION AT A LOWER COST OF CARE. ENABLING PATIENTS TO RECEIVE CARE AT HOME - BILH LAUNCHED ITS HOSPITAL AT HOME PROGRAM IN FY 2023, STARTING WITH LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER. THIS HAS ALLOWED ELIGIBLE PATIENTS TO BE OFFERED CARE IN THE SETTING MOST COMFORTABLE FOR THEM - THEIR HOMES - WHILE ALSO CUSTOMIZING CARE PLANS AND IMPROVING PATIENTS' MOBILITY EVEN WHILE THEY ARE ACUTELY ILL. - IN FY 2023, BILHPN PUT PROGRAMS IN PLACE TO MANAGE LENGTH OF STAY AT SKILLED NURSING FACILITIES ("SNFS"), REDUCE READMISSIONS, AND DISCHARGE MEDICALLY APPROPRIATE PATIENTS DIRECTLY TO THEIR HOMES WITH HOMECARE SERVICES INSTEAD OF TO A SNF, PROVIDED PATIENTS ARE MEDICALLY STABLE TO RETURN HOME AFTER AN ACUTE CARE STAY AND WILL LIKELY HAVE BETTER OUTCOMES AND LOWER COST OF CARE. BEHAVIORAL HEALTH - IN FY 2023, BILH BEHAVIORAL SERVICES LAUNCHED ITS COMMUNITY BEHAVIORAL HEALTH CENTER ("CBHC") IN LAWRENCE, MASSACHUSETTS, CONSOLIDATING OUTPATIENT, MOBILE CRISIS INTERVENTION, AND ADULT COMMUNITY CRISIS STABILIZATION SERVICES. THE ESTABLISHMENT OF THE CBHC IS A PART OF THE COMMONWEALTH'S EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES ROADMAP FOR BEHAVIORAL HEALTH REFORM. - IN ADDITION, AS PART OF THE ROADMAP FOR BEHAVIORAL HEALTH REFORM, BILH LAUNCHED AN EMERGENCY SERVICES REDESIGN THAT SHIFTS EMERGENCY EVALUATIONS OUT OF THE EMERGENCY DEPARTMENT ("ED"). BILH BEHAVIORAL SERVICES ALSO EXPANDED ITS ED INTEGRATION EFFORTS TO A TOTAL OF SIX EDS, INCLUDING ADDISON GILBERT HOSPITAL, ANNA JAQUES HOSPITAL, BEVERLY HOSPITAL, LAHEY MEDICAL CENTER-PEABODY, BETH ISRAEL DEACONESS HOSPITAL-MILTON, AND WINCHESTER HOSPITAL. HEALTH EQUITY - BILH AND LAWYERS FOR CIVIL RIGHTS LAUNCHED A MEDICAL-LEGAL PARTNERSHIP TO PROVIDE FREE LEGAL SUPPORT TO LOW-INCOME PATIENTS, BEGINNING AT BETH ISRAEL DEACONESS MEDICAL CENTER. THE COLLABORATION WILL EXPAND BILH'S ABILITY TO ADDRESS HEALTH EQUITY AND EXPAND ACCESS TO HEALTH CARE FOR PATIENTS LIVING IN UNDER-RESOURCED COMMUNITIES. - BILHPN FOCUSED ON REDUCING HEALTH EQUITY DISPARITIES IN DIABETES AND HYPERTENSION MANAGEMENT BY STRATIFYING HEALTH OUTCOMES BY RACE, ETHNICITY AND LANGUAGE; SHARING PERFORMANCE DATA WITH PRIMARY CARE GROUPS; AND IMPLEMENTING CLINICAL INITIATIVES SUCH AS OFF-HOUR CLINICS, HOME BLOOD PRESSURE MONITOR DISTRIBUTION, CONTINUOUS GLUCOSE MONITORING, AND OUTREACH TO PATIENTS WITH HIGHER NEEDS. ONGOING INTIATIVES: ENHANCED ACCESS FOR MASSHEALTH PATIENTS - TO MITIGATE BARRIERS IN ACCESS TO CARE AND INCREASE THE NUMBER OF MASSHEALTH PATIENTS THAT BILH SERVES, THE SYSTEM COMMITTED TO UNIVERSAL NETWORK-WIDE PROVIDER PARTICIPATION IN MASSHEALTH. ALL BILH HOSPITALS AND PROVIDERS EMPLOYED BY BILH OR ON WHOSE BEHALF BILH JOINTLY CONTRACTS PARTICIPATE IN AND/OR HAVE APPLIED TO PARTICIPATE IN SOME FORM OF MASSHEALTH. IN FY 2022, BILH SIGNED A NEW MASSHEALTH ACO CONTRACT WITH BMC HEALTHNET PLAN / WELLSENSE HEALTH PLAN THAT WENT INTO EFFECT IN APRIL 2023. AS PART OF THIS CONTRACT, BILHPN EXTENDED PARTICIPATION TO ALL ELIGIBLE PRIMARY CARE PROVIDERS ("PCPS") WHO WERE NOT OTHERWISE PARTICIPATING IN A MASSHEALTH ACO. PRIOR TO THAT TIME, WHILE ALL ELIGIBLE BILHPN PCPS WERE PARTICIPANTS IN A FORM OF MASSHEALTH, SOME PCPS WERE NOT PREVIOUSLY PARTICIPATING IN A MASSHEALTH ACO. - BILH HAS DEVELOPED, REFINED AND IMPLEMENTED A MULTICULTURAL MARKETING, ADVERTISING, AND OUTREACH PLAN WITH THE PURPOSE OF EXPANDING ACCESS FOR UNDERSERVED POPULATIONS, INCLUDING MASSHEALTH PATIENTS, IN TARGETED BILH SERVICE AREAS. INVESTMENTS IN UNDERSERVED COMMUNITIES - BILH HOSPITALS HAVE CREATED AND MAINTAIN STRONG CONNECTIONS TO A NETWORK OF AFFILIATED HOSPITALS AND HEALTH CENTERS THAT PROVIDE COMMUNITY-BASED CARE TO HISTORICALLY UNDERSERVED POPULATIONS. IN THE REGIONS THAT THEY SERVE, THE SAFETY NET AFFILIATES ("SNAS") AND COMMUNITY CARE ALLIANCE ("CCA") COMMUNITY HEALTH CENTERS ("CHCS") ARE THE CORNERSTONE OF BILH'S DELIVERY SYSTEM REGARDING COMMUNITY-BASED CARE FOR MASSHEALTH AND HISTORICALLY UNDERSERVED PATIENTS. - CCA CHCS INCLUDE BOWDOIN STREET HEALTH CENTER, CHARLES RIVER COMMUNITY HEALTH, THE DIMOCK CENTER, FENWAY HEALTH, AND SOUTH COVE COMMUNITY HEALTH CENTER. - SNAS INCLUDE CAMBRIDGE HEALTH ALLIANCE AND SIGNATURE HEALTHCARE BROCKTON HOSPITAL. - BILH CONTINUES TO INVEST IN THE CCA CHCS AND SNAS, ENABLING THEM TO EXPAND THEIR CAPABILITIES AND CARE FOR MORE HISTORICALLY UNDERSERVED PATIENTS. IN FY 2022, BILH INVESTED OVER $8 MILLION IN ITS CHCS AND SNAS, IN ADDITION TO ENGAGING IN REGIONAL PLANNING AND COLLABORATIVE PROGRAM DEVELOPMENT. THESE INVESTMENTS REPRESENT ONLY A PORTION OF A MUCH LARGER COMMUNITY BENEFITS INVESTMENT PORTFOLIO THAT IS DESCRIBED IN GREATER DETAIL IN THIS AND OTHER BILH NETWORK TAX FILINGS. - BILH CONTINUES TO EXPLORE ADDITIONAL OPPORTUNITIES WITH CHCS IN ESSEX AND MIDDLESEX COUNTIES. FOR EXAMPLE, BILH HAS ESTABLISHED A TELEHEALTH PILOT PROGRAM BETWEEN PHYSICIANS AT ADDISON GILBERT AND BEVERLY HOSPITALS AND PATIENTS AT NORTH SHORE COMMUNITY HEALTH CENTER. BILH BEHAVIORAL HEALTH SERVICES THE BETH ISRAEL LAHEY HEALTH NETWORK (BILH) IS COMMITTED TO THE BEHAVIORAL HEALTH NEEDS OF THE PATIENTS AND COMMUNITIES SERVICED. BELOW ARE SOME OF ACTIVITIES THAT BILH BEHAVIORAL SERVICES (BILHBS) HAS PROVIDED TO THE PATIENTS AND COMMUNITIES SERVED BY BILH AND ITS AFFILIATED ENTITIES. BILHBS (WHICH INCLUDES THE ACTIVITIES OF BILH'S TAX-EXEMPT AFFILIATE NORTHEAST BEHAVIORAL HEALTH CORP) IS THE LARGEST NETWORK OF MENTAL HEALTH AND SUBSTANCE USE DISORDER SERVICES IN EASTERN MASSACHUSETTS. BILHBS' NETWORK OF BEHAVIORAL HEALTH CARE INCLUDES SERVICES FOR CHILDREN AND ADULTS RANGING FROM INPATIENT TREATMENT TO COMMUNITY-BASED PROGRAMS. SERVICES INCLUDE: - INPATIENT PSYCHIATRIC AND DETOXIFICATION TREATMENT; - EMERGENCY PSYCHIATRIC AND MOBILE EMERGENCY SERVICES TEAMS; - OUTPATIENT MENTAL HEALTH AND ADDICTION TREATMENT; - INDIVIDUAL/COUPLE/FAMILY THERAPY; - MEDICATION ASSISTED TREATMENT PROGRAMS; AND - SCHOOL-BASED AND HOME-BASED COUNSELING FOR YOUTH AND THEIR FAMILIES. BILHBS SERVES APPROXIMATELY 35,000 UNDUPLICATED INDIVIDUALS ANNUALLY, OFFERING A FULL CONTINUUM OF CARE FOR CHILDREN AND ADULTS. SERVICES RANGE FROM INPATIENT TO HOME AND COMMUNITY-BASED SERVICES. BILHBS OPERATES OVER 250 BEDS IN 9 FACILITIES FOR CLIENTS REQUIRING ACUTE PSYCHIATRIC CARE, DETOXIFICATION AND RESIDENTIAL STEP-DOWN SERVICES. DURING THE PERIOD COVERED BY THIS FILING, COMMUNITY-BASED SERVICES INCLUDED MOBILE EMERGENCY SERVICES TEAMS IN THREE CATCHMENT AREAS AND HOME-BASED COUNSELING FOR ADULTS, YOUTH AND THEIR FAMILIES. BILHBS ALSO PROVIDED SERVICES IN 63 MIDDLE AND HIGH SCHOOLS, AS WELL AS 9 POLICE DEPARTMENTS. SINCE ITS CREATION IN MARCH 2019, BILH HAS CONTINUED TO INVEST SIGNIFICANTLY IN IMPROVING ACCESS TO BEHAVIORAL HEALTH CARE THROUGH A SYSTEM-WIDE APPROACH TO CARE DELIVERY. AS ONE OF SEVERAL ONGOING INITIATIVES, BILH HAS MADE A MULTI-YEAR COMMITMENT TO PROVIDE BEHAVIORAL HEALTH SUPPORT TO ITS EMPLOYED PRIMARY CARE PRACTICES USING AN EVIDENCE-BASED APPROACH KNOWN AS THE IMPACT MODEL. MORE THAN 75% OF BILH EMPLOYED PRIMARY CARE PRACTICES PARTICIPATED IN THIS COLLABORATIVE CARE PROGRAM IMPLEMENTATION. BILHBS HAS A CENTRALIZED BED FINDING TEAM THAT IS RESPONSIBLE FOR CONDUCTING BED SEARCHES FOR PATIENTS SEEN THROUGH THE EMERGENCY SERVICES PROGRAM AND WHO ARE AWAITING AN INPATIENT PSYCHIATRIC PLACEMENT. THIS TEAM DIRECTLY INCREASES THE AVAILABILITY OF CLINICIANS TO CONTINUE TO SEE PATIENTS IN THE EMERGENCY DEPARTMENT (ED) AND THE COMMUNITY WHO ARE EXPERIENCING A BEHAVIORAL HEALTH AND/OR CO-OCCURRING SUBSTANCE USE DISORDER CRISIS WHILE OTHER TEAM MEMBERS SEARCH FOR AVAILABLE INPATIENT PLACEMENTS. THIS INITIATIVE SUPPORTS DECREASED RESPONSE TIME TO RESPONDING TO NEW PATIENTS IN CRISIS AND REDUCES ED BOARDING TIME FOR PATIENTS WHO CAN BE SAFELY MANAGED IN THE COMMUNITY. DURING THE PERIOD COVERED BY THIS FILING, AND IN THE AREA OF ADDICTION SERVICES, BILHBS SERVES APPROXIMATELY 17,000 INDIVIDUALS ANNUALLY, PROVIDING OVER 380,000 UNITS OF SERVICE, IN A VAST ARRAY OF SETTINGS BASED ON THEIR NEEDS. BILH BS' AMBULATORY DIVISION SERVES NEARLY 4,300 PATIENTS EVERY YEAR, DELIVERING MORE THAN 108,000 UNITS OF SERVICES IN VARIOUS SETTINGS. MORE THAN 43,000 WERE DELIVERED BY TELEHEALTH AMBULATORY PROGRAMS AND SERVICES OFFERED UNDER THE CHILDREN'S BEHAVIORAL HEALTH INITIATIVE (CBHI) INCLUDING A BROAD RANGE OF COUNSELING AND THERAPY AS WELL AS MORE INTENSIVE TREATMENT MODALITIES. ALL THERAPY PROGRAMS ARE SUPPORTED BY MEDICATION CLINICS IF THAT IS DETERMINED TO BE AN APPROPRIATE ADJUNCT TO TREATMENT. IN FY23, NBHC DELIVERED 99,419 UNITS OF AMBULATORY SERVICES, SUPPORTED BY 8,432 PSYCHOPHARMACOLOGY VISITS. BILH BS' EMERGENCY PSYCHIATRIC AND MOBILE RESPONSE TEAMS IN LAWRENCE, SALEM AND LOWELL ARE AVAILABLE AROUND THE CLOCK, PROVIDING PSYCHIATRIC ASSESSMENTS AND SUPPORTIVE SERVICES IN VARIOUS SETTINGS. NBHC PROVIDES THESE SERVICES IN CONJUNCTION WITH A LARGE NUMBER OF AREA HOSPITALS, INCLUDING FACILITIES OUTSIDE OF THE BILH UMBRELLA. MOBILE CRISIS CLINICIANS ALSO RESPOND TO SCHOOLS, HOMES AND OUTPATIENT CLINICS, AND NBHC ALSO PROVIDES WALK-IN SERVICES AT THE THREE TEAM LOCATIONS. IN ADDITION TO EMERGENCY EVALUATION, TEAM MEMBERS PROVIDE ONGOING CRISIS COUNSELING UNTIL THE PATIENT IS STABLE AND RELATIONSHIPS ARE ESTABLISHED WITH LONGER-TERM CARE PROVIDERS. THE LAWRENCE AND SALEM LOCATIONS ALSO HOUSE 8-BED COMMUNITY CRISIS STABILIZATION UNITS, WHICH OFFER SHORT-TERM (3-5 DAY) CRISIS BEDS IN LIEU OF HOSPITALIZATION FOR MASSHEALTH, MEDICARE, AND UNINSURED CLIENTS. DURING THE FISCAL PERIOD COVERED BY THIS FILING, EMERGENCY SERVICE PROGRAMS HAD 13,502 ENCOUNTERS, 1,895 OF WHICH WERE DONE REMOTELY, AND THE CCS PROGRAMS RECORDED 2,546 BED DAYS. FORM 990, PART IV, LINE 12: THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2023. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS DIRECT OR INDIRECT SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION (LCF) , LAHEY CLINIC (LCI), LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NORTHEAST), ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL LAHEY HEALTH PHARMACY, JOSLIN DIABETES CENTER AND THEIR AFFILIATES. EFFECTIVE JULY 1, 2023, BILH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND THREE MONTHS OF EHRI'S ACTIVITY AS WELL AS THREE MONTHS OF EHRI'S AFFILIATES' ACTIVITY, INCLUDING EXETER HOSPITAL, ARE INCLUDED IN THE AUDITED FINANCIAL STATEMENTS OF BILH AND AFFILIATES. THE FINANCIAL STATEMENTS OF THE SYSTEM ALSO INCLUDE THE ACCOUNTS OF, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND HMFP'S AFFILIATES. HMFP AND ITS AFFILIATES ARE INTEGRALLY RELATED TO HELPING BILH, BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. FORM 990. PART IV, LINE 24A: AS DESCRIBED IN THIS FORM 990 AND FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVED AS A SUPPORT ORGANIZATION OF AND DIRECT OR INDIRECT SOLE MEMBER OF LAHEY CLINIC, INC. DURING THIS SAME PERIOD, LAHEY CLINIC, INC. WAS A MEMBER OF THE BILH OBLIGATED GROUP AND ITS TAX-EXEMPT BOND FINANCING WAS ISSUED THROUGH EITHER THE BILH OBLIGATED GROUP OR THROUGH A PREVIOUS OBLIGATED GROUP WHICH IS NOW A PART OF THE BILH OBLIGATED GROUP. THE SCHEDULE K AS INCLUDED IN THIS FORM 990 INCLUDES ALL OF THE BILH OBLIGATED GROUP OUTSTANDING TAX-EXEMPT DEBT FOR BONDS ISSUED AFTER DECEMBER 31, 2002, ONLY A PORTION OF WHICH IS ALLOCABLE TO AND REPORTED ON LAHEY CLINIC, INC.'S BALANCE SHEET. FORM 990, PART IV, LINE 24B: AS REPORTED ON THE FORM 990 SCHEDULE K, THE LAHEY HEALTH SYSTEM INC. (LHSI) SERIES F BONDS WHICH WERE ISSUED IN 2015 ARE NOW PART OF THE BETH ISRAEL LAHEY HEALTH (BILH) OBLIGATED GROUP DEBT. THE BONDS WERE ISSUED IN 2015 AND AS OF SEPTEMBER 30, 2023 THERE WAS A BALANCE REMAINING IN THE CONSTRUCTION FUND. PROCEEDS IN THE CONSTRUCTION FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, AND WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. FORM 990, PART V, LINE 7G: LAHEY CLINIC, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. FORM 990, PART V, LINE 7H: LAHEY CLINIC, INC. DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C. FORM 990, PART VI, SECTION A, LINE 2 FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS DIRECT OR INDIRECT SOLE MEMBER TO: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION (LCF) , LAHEY CLINIC (LCI), LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NORTHEAST), ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL LAHEY HEALTH PHARMACY, JOSLIN DIABETES CENTER AND TO AFFILIATES OF THESE ENTITIES. EFFECTIVE JULY 1, 2023, BILH ALSO BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND ITS AFFILIATES', INCLUDING EXETER HOSPITAL. EACH OF THESE AFFILIATES MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE BILH NETWORK OF AFFILIATES. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC AND OTHER AFFILIATES IN THE BILH NETWORK ACCOMPLISH THEIR CHARITABLE PURPOSES. FOR THIS SAME PERIOD HMFP SERVED AS THE SOLE MEMBER OF AFFILIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) AS WELL AS SEVERAL ADDITIONAL ENTITIES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF THE AFFILIATED ORGANIZATIONS NOTED ABOVE. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. FORM 990, PART VI, SECTION A, LINE 6 FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS DIRECT OR INDIRECT SOLE MEMBER OF: BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION (LCF) , LAHEY CLINIC (LCI), LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NORTHEAST), ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL LAHEY HEALTH PHARMACY, JOSLIN DIABETES CENTER AND TO AFFILIATES OF THESE ENTITIES. EFFECTIVE JULY 1, 2023, BILH ALSO BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES, INC. (EHRI) AND ITS AFFILIATES', INCLUDING EXETER HOSPITAL. EACH OF THESE AFFILIATES MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE BILH NETWORK OF AFFILIATES. FORM 990, PART VI, SECTION A, LINE 7A LAHEY CLINIC, INC.'S GOVERNING BODY IS COMPRISED OF THE SAME INDIVIDUALS SERVING ON THE MEMBER'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER OF LAHEY CLINIC, INC. HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN LAHEY CLINIC, INC.'S BYLAWS: SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY MASSACHUSETTS GENERAL LAWS ("M.G.L.") CHAPTER 180, AS AMENDED, ON MEMBERS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. IN ADDITION, EXCEPT AS ARE EXPRESSLY GRANTED TO THE BOARD OF TRUSTEES OF THE CORPORATION ("BOARD") IN THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY M.G.L. CHAPTER 180 ON BOARDS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. NOTWITHSTANDING THE FOREGOING, THE MEMBER MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF THE BOARD: (A) APPROVE OR REQUIRE ANY CHANGE IN, OR CONSOLIDATION OF PHILANTHROPIC GIFTS, ASSETS, AND PROGRAMS OF THE CORPORATION, WHICH SHALL REMAIN UNDER THE CORPORATION'S CONTROL AND BE USED FOR THE BENEFIT OF THE CORPORATION AND NOT FOR OTHER COMPONENTS OF THE MEMBER'S SYSTEM, EXCEPT TO THE EXTENT THAT SUCH CHANGES INVOLVE BACK-OFFICE CONSOLIDATION WITH OTHER DIRECT OR INDIRECT SUBSIDIARIES OF THE MEMBER; (B) APPROVE OR REQUIRE ANY CHANGE IN THE NAME, BRAND, OR TRADEMARK OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, EXCEPT SUCH COMPLEMENTARY CHANGES AS THE MEMBER MAY DETERMINE ARE REASONABLY APPROPRIATE IN ESTABLISHING A SYSTEM-WIDE IDENTITY FOR THE AFFILIATED ENTITIES; OR (C) AMEND OR RESTATE THESE BYLAWS TO CHANGE OR ELIMINATE EITHER OF THE FOREGOING LIMITATIONS ON ITS POWERS. FOR THE PERIOD ENDING ON THE THIRD ANNIVERSARY OF THE DATE THE SYSTEM MEMBER BECOMES THE SOLE CORPORATE MEMBER OF THE MEMBER, THE SYSTEM MEMBER'S AUTHORITY TO CHANGE THE MEDICAL SCHOOL AFFILIATION OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES IS SUBJECT TO THE REQUIREMENT THAT IT OBTAIN THE UNANIMOUS CONSENT OF THE CORPORATION'S DESIGNATED TRUSTEES (AS DEFINED IN THE BYLAWS OF THE MEMBER) AND THE APPROVAL OF THE SYSTEM MEMBER'S BOARD OF TRUSTEES. NOTWITHSTANDING ANYTHING TO THE CONTRARY HEREIN, THE POWERS OF THE MEMBER SHALL BE SUBJECT TO PROVISIONS BELOW: "THE POWER OF THE MEMBER TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE MEMBER AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE MEMBER ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE SYSTEM MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE MEMBER AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE SYSTEM MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE MEMBER; AND (Z) OTHER THAN STATUTORY POWERS, THE [MEMBER] SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE MEMBER BY ACTION OF THE SYSTEM MEMBER'S BOARD." ANY ACTION TO BE TAKEN BY THE MEMBER OR THE SYSTEM MEMBER SHALL BE DEEMED DULY AUTHORIZED WHEN TAKEN, WITH RESPECT TO THE MEMBER, BY THE BOARD OF TRUSTEES OF THE MEMBER OR ITS DULY AUTHORIZED REPRESENTATIVE, AND WITH RESPECT TO THE SYSTEM MEMBER, BY THE SYSTEM MEMBER'S BOARD OR ITS DULY AUTHORIZED REPRESENTATIVE. ANY SUCH ACTIONS MAY BE TAKEN WITHOUT A MEETING IF CONFIRMED THROUGH A DULY AUTHORIZED WRITTEN COMMUNICATION BY THE RESPECTIVE BOARD OR ITS REPRESENTATIVE FILED WITH THE CLERK OF THE CORPORATION. IN EXERCISING ITS POWERS WITH RESPECT TO THE CORPORATION, THE MEMBER MAY CONSIDER THE RECOMMENDATIONS OF THE BOARD OF GOVERNORS OF LAHEY CLINIC, INC. THE POWERS AND RESPONSIBILITIES OF THE BOARD INCLUDE THE FOLLOWING: (A) PROVIDING RECOMMENDATIONS TO THE MEMBER REGARDING (I) APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES, (II) THE ESTABLISHMENT OF THE CORPORATION'S POLICIES, (III) THE MAINTENANCE OF PATIENT CARE QUALITY, AND (IV) THE PROVISION OF CLINICAL SERVICES AND COMMUNITY SERVICE PLANNING IN A MANNER RESPONSIVE TO LOCAL COMMUNITY NEEDS; (B) ENSURING COMPLIANCE WITH ALL LICENSURE AND ACCREDITATION REQUIREMENTS, INCLUDING CREDENTIALING AND OTHER MEDICAL STAFF MATTERS; (C) PROVIDING OVERSIGHT FOR INSTITUTIONAL PLANNING, MAKING RECOMMENDATIONS FOR NEW CLINICAL SERVICES, AND PARTICIPATING IN AN ANNUAL REVIEW OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN AND GOALS; (D) REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES; (E) MAKING RECOMMENDATIONS WITH RESPECT TO QUALITY ASSESSMENT AND IMPROVEMENT PROGRAMS; (F) PROVIDING OVERSIGHT OF RISK MANAGEMENT PROGRAMS RELATING TO PATIENT CARE AND SAFETY; (G) REVIEWING DISASTER PLANS THAT DEAL WITH BOTH INTERNAL (E.G., FIRE) AND EXTERNAL DISASTERS; AND (H) EVALUATING RECRUITMENT NEEDS TO ENSURE ADEQUATE MEDICAL STAFF CAPACITY TO CONTINUE TO MEET COMMUNITY NEEDS. EXCEPT AS OTHERWISE PROVIDED IN THESE BYLAWS, THE BOARD SHALL ACT IN AN ADVISORY CAPACITY AND CONSISTENT THEREWITH SHALL HAVE ONLY THE FOLLOWING POWERS: (A) POWERS EXPRESSLY GRANTED BY THE MEMBER FROM TIME TO TIME; (B) POWER TO EXERCISE ITS AUTHORITY AS A MEMBER OF OTHER CORPORATIONS; (C) POWER TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THE BYLAWS OF THE MEMBER (AS DEFINED UNDER THE BYLAWS OF THE MEMBER) OR UNDER THESE BYLAWS WITH RESPECT TO THE MEMBER; AND (D) POWERS TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THAT AGREEMENT DATED JUNE 30, 2017 BY AND AMONG LAHEY HEALTH SYSTEM, INC., BETH ISRAEL DEACONESS MEDICAL CENTER, INC., NEW ENGLAND BAPTIST HOSPITAL, INC., MOUNT AUBURN HOSPITAL, CAREGROUP, INC., AND SEACOAST REGIONAL HEALTH SYSTEMS, INC. THE POWERS OF THE BOARD IN CLAUSES (A) AND (B) OF THE PRECEDING SENTENCE SHALL BE SUBJECT TO THE RESERVED POWERS OF THE MEMBER SET FORTH IN SECTION 2.2. THE POWERS OF THE BOARD IN CLAUSE (C) AND (D) OF THE FIRST SENTENCE OF THIS PARAGRAPH SHALL BE INDEPENDENT OF THE MEMBER AND NOT SUBJECT TO THE RESERVED POWERS OF THE MEMBER SET FORTH ABOVE. NOTWITHSTANDING CLAUSE (B) ABOVE, THE POWER OF THE CORPORATION TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE CORPORATION ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE CORPORATION; AND (Z) OTHER THAN STATUTORY POWERS, THE CORPORATION SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE CORPORATION BY ACTION OF THE MEMBER'S BOARD. FORM 990, PART VI, SECTION B, LINE 11B AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE DIRECT OR INDIRECT SOLE MEMBER OF LAHEY CLINIC, INC. THIS FORM 990 IS PREPARED BY THE BILH TAX DEPARTMENT IN CONJUNCTION WITH DELOITTE TAX, LLP (DELOITTE). AS PART OF THIS PROCESS, THE BILH TAX DEPARTMENT WORKS WITH OTHER DISCIPLINES AND FUNCTIONS WITHIN BILH AND LAHEY CLINIC, INC. TO ENSURE THAT ALL FINANCIAL AND NON-FINANCIAL DISCLOSURES ARE COMPLETE AND ACCURATE. EXAMPLES OF SUCH DEPARTMENTS INCLUDE BUT ARE NOT LIMITED TO: FINANCE AND ACCOUNTING, HUMAN RESOURCES AND PAYROLL, TREASURY, COMPLIANCE, LEGAL, COMMUNITY BENEFITS, FINANCIAL ASSISTANCE AND REIMBURSEMENT, GOVERNANCE, DEVELOPMENT, GRADUATE MEDICAL EDUCATION, GOVERNMENT RELATIONS, RESEARCH AND/OR RESEARCH FINANCE. LAHEY CLINIC, INC.'S FORM 990 IS REVIEWED INTERNALLY BY THE BILH ASSISTANT VICE PRESIDENT, TAXATION AND EXTERNALLY BY DELOITTE. LAHEY CLINIC, INC.'S FORM 990, ALONG WITH THE FORMS 990 OF ALL ENTITIES IN THE BILH NETWORK, ARE DISCUSSED WITH THE BILH AUDIT AND COMPLIANCE COMMITTEE. DELOITTE SIGNS THE FINAL RETURNS. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF LAHEY CLINIC, INC.'S BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) SYSTEM OF AFFILIATES. ALL ENTITIES IN THE BILH NETWORK ADHERE TO THE BILH CONFLICT OF INTEREST POLICY AND MAINTAIN A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY AT 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 LAHEY CLINIC, INC. AS WELL AS THE BILH INTEGRITY AND COMPLIANCE OFFICE. PURSUANT TO THE BILH CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A MANAGEMENT PLAN TO REQUIRE DISCLOSURE AND RECUSAL, INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES. IN ADDITION AS NOTED ABOVE, THE ANNUAL COI-TQ PROCESS OUTLINED ABOVE IS JOINTLY ISSUED BY THE BILH TAX DEPARTMENT, TO ENSURE THAT THE QUESTIONNAIRE IS DISTRIBUTED TO ALL CURRENT AND FORMER MEMBERS OF THE LAHEY CLINIC, INC. BOARD OF TRUSTEES AS WELL AS FORMER OFFICERS AND KEY EMPLOYEES. THE COI-TQ PROCESS IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR LAHEY CLINIC, INC. TO COMPLETELY AND ACCURATELY COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS LAHEY CLINIC, INC.'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. IN THIS ROLE BILH MAINTAINS THE RESPONSIBILITY FOR SETTING COMPENSATION FOR EXECUTIVES AND SENIOR MANAGEMENT OF THE ENTITIES WHICH COMPRISED THE BETH ISRAEL LAHEY HEALTH NETWORK. THE BILH COMPENSATION COMMITTEE IS THEREFORE RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES, THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES AND EXCEPT AS OTHERWISE NOTED BELOW OR IN FORM 990 SCHEDULE J, THE COMPENSATION REPORTED IN THIS FORM 990 FOR LAHEY CLINIC, INC.'S OFFICERS, TRUSTEES AND KEY EMPLOYEES WAS SET BY THE BILH COMPENSATION COMMITTEE. THE BILH COMPENSATION COMMITTEE PROCESS FOR SETTING COMPENSATION IS BELOW. THE BETH ISRAEL LAHEY HEALTH (BILH) COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER SENIOR EXECUTIVES IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 AS NOTED THROUGHOUT THIS FILING, LAHEY CLINIC, INC. IS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH (BILH) NETWORK OF AFFILIATES WITH BILH SERVING AS LAHEY CLINIC, INC.'S SOLE MEMBER, OR IF NOT AS DIRECT SOLE MEMBER, INDIRECTLY AS THE MEMBER IN ITS CAPACITY AS PARENT OF THE BETH ISRAEL LAHEY HEALTH NETWORK. LAHEY CLINIC, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT SCHRAFFT'S CITY CENTER, 4TH FLOOR, 529 MAIN STREET CHARLESTOWN, MA 02129 FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS 85,835,039. BALANCE ADJUSTMENTS 868,022. PENSION EXPENSE 5,788,580. CONCORD SPECIALISTS LLC 529 MAIN ST 4TH FL CHARLESTOWN MA 01805 352181829 HEALTHCARE MA 0 0 LAHEY CLINIC INC ADDISON GILBERT SOCIETY INC 529 MAIN ST 4TH FL CHARLESTOWN MA 02129 464371382 PROFESSIONAL SERVICES & FINANCIAL SUPPORT MA 501(C)(3) 10 LAHEY HEALTH SHARED SERVICES INC 1 ANNA JAQUES HOSPITAL 25 HIGHLAND AVE NEWBURYPORT MA 01950 042104338 HEALTHCARE MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 ASSOC PHYS HARVARD MED FAC PHY AT BIDMC 375 LONGWOOD AVE BOSTON MA 02215 320058309 TO PROVIDE EMERGENCY MEDICAL SERVICES MA 501(C)(3) 12A, I HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER 1 BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE 930 COMMONWEALTH AVE BOSTON MA 02215 043521077 SCIENTIFIC & MEDICAL RESEARCH MA 501(C)(3) 7 N/A 0 BETH ISRAEL ANAESTHESIA FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042997215 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 1 BETH ISRAEL COMMUNITY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042776678 INACTIVE CORPORATION MA 501(C)(3) 7 N/A 0 BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 364803234 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 1 BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043079630 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 1 BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 208253452 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 1 BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043030397 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 1 BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 204974585 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 1 BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 873655583 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 1 BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC 110 FRANCIS ST BOSTON MA 02215 020671240 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 1 BETH ISRAEL DEACONESS HOSPITAL MILTON INC 199 REEDSDALE RD MILTON MA 02186 042103604 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC 148 CHESTNUT ST NEEDHAM MA 02492 043229679 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC 275 SANDWICH ST PLYMOUTH MA 02360 222667354 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) 3 BETH ISRAEL LAHEY HEALTH INC 1 BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP 300 LONGWOOD AVE BOSTON MA 02215 043200113 OUTPATIENT AMBULATORY CENTER - 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