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Nonprofiteer
← MOUNT AUBURN PROFESSIONAL SERVICES INC

Form 990 for tax year 2024

Filed by MOUNT AUBURN PROFESSIONAL SERVICES INC.

Totals

Total revenue
$98,528,268
Total expenses
$128,465,233
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$95,454,826
Investment income
$912,233
Other revenue
$2,161,209
Total assets, end of year
$67,635,819
Total liabilities, end of year
$174,643,947
Net assets or fund balances, end of year
-$107,008,128
Program services expenses (Part IX)
$124,265,259
Management and general expenses
$4,199,974
Fundraising expenses
$0
Program service expenses (Part III)
$124,265,259

Program services were 96.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PATIENT CARE REVENUE

    total $81,148,688 · related or exempt $81,148,688

  • 2b · Program service revenue: SERVICES TO AFFILIATES

    total $12,548,273 · related or exempt $12,548,273

  • 2c · Program service revenue: MANAGED & ADMIN SERVIC

    total $1,757,865 · related or exempt $498,893 · unrelated business $1,258,972

  • 6a · Gross rents

    real property $593,614

  • 6b · Less rental expenses

    real property $372,342

  • 6c · Rental income or loss

    real property $221,272

  • 6d · Net rental income or loss

    total $221,272 · unrelated business $58,626 · excluded $162,646

  • 7a · Gross sales of assets other than inventory

    other assets $940,607

  • 7b · Less cost or other basis and sales expenses

    other assets $28,374

  • 7c · Gain or loss

    other assets $912,233

  • 7d · Net gain or loss

    total $912,233 · excluded $912,233

  • 11a · Other revenue: INSURANCE PREM REBATE

    total $1,935,862 · related or exempt $1,935,862

  • 11b · Other revenue: FEDERAL TAX REFUND

    total $2,909 · related or exempt $2,909

  • 11c · Other revenue: MEDICAL RECORDS

    total $1,033 · related or exempt $1,033

  • 11d · All other revenue

    total $133 · related or exempt $133

  • 11e · Other revenue, total

    $1,939,937

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $50,096,457 · program services $49,190,157 · management and general $906,300

  • 8 · Pension plan contributions

    total $3,765,414 · program services $3,697,294 · management and general $68,120

  • 9 · Other employee benefits

    total $5,394,319 · program services $5,296,730 · management and general $97,589

  • 10 · Payroll taxes

    total $3,412,960 · program services $3,351,216 · management and general $61,744

  • 11a · Fees: management

    total $9,734,031 · program services $6,947,291 · management and general $2,786,740

  • 11g · Fees: other

    total $36,176,099 · program services $36,176,099

  • 13 · Office expenses

    total $221,811 · program services $221,434 · management and general $377

  • 16 · Occupancy

    total $10,957,694 · program services $10,787,095 · management and general $170,599

  • 17 · Travel

    total $76,105 · program services $76,105

  • 22 · Depreciation, depletion and amortization

    total $1,226,434 · program services $1,213,065 · management and general $13,369

  • 23 · Insurance

    total $1,297,976 · program services $1,295,112 · management and general $2,864

  • 24a · Other expenses: PHARMACEUTICALS

    total $4,104,361 · program services $4,104,361

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $1,322,453 · program services $1,322,453

  • 24c · Other expenses: DUES AND LICENSES

    total $336,313 · program services $336,313

  • 24d · Other expenses: EDUCATION AND TRAINING

    total $117,362 · program services $117,362

  • 24e · All other expenses

    total $225,444 · program services $133,172 · management and general $92,272

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$79,301 · end of year -$77,396

  • 4 · Accounts receivable

    beginning of year $7,272,889 · end of year $6,715,177

  • 8 · Inventories for sale or use

    end of year $34,863

  • 9 · Prepaid expenses and deferred charges

    beginning of year $847,780 · end of year $371,079

  • 10a · Land, buildings and equipment: cost or other basis

    $36,317,529

  • 10b · Land, buildings and equipment: accumulated depreciation

    $24,533,177

  • 10c · Land, buildings and equipment, net

    beginning of year $10,506,709 · end of year $11,784,352

  • 14 · Intangible assets

    beginning of year $2,784,362 · end of year $2,784,362

  • 15 · Other assets

    beginning of year $50,760,916 · end of year $46,023,382

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,671,780 · end of year $11,087,706

  • 19 · Deferred revenue

    beginning of year $119,274 · end of year $121,975

  • 25 · Other liabilities

    beginning of year $132,373,464 · end of year $163,434,266

  • 27 · Net assets without donor restrictions

    beginning of year -$77,071,163 · end of year -$107,008,128

Mission and programs · 2024

Mission

SEE SCHEDULE O

  • SEE SCHEDULE O

    Expenses $124,265,259 · Revenue $96,135,791

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • HUANG MD EDWIN

    TRUSTEE (EX-OFFICIO) & PRESIDENT

    Total calculated
    $677,697
    From this org
    $0
    From related orgs
    $620,662
    Other
    $57,035
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $595,230 related
    Bonus
    $0
    Other
    $0 + $25,432 related
    Deferred
    $0 + $17,239 related
    Nontaxable benefits
    $0 + $39,796 related
    Filer's total
    $0 + $677,697 related
  • SPENCER MD JACQUELINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • RIOS CINDY

    TREAS (EX-OFF) (EXEC VP & CFO, BILH)

    Total calculated
    $3,594,703
    From this org
    $0
    From related orgs
    $1,386,253
    Other
    $2,208,450
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,031,770 related
    Bonus
    $0 + $125,000 related
    Other
    $0 + $229,483 related
    Deferred
    $0 + $2,171,401 related
    Nontaxable benefits
    $0 + $37,049 related
    Filer's total
    $0 + $3,594,703 related
  • KATZ ESQ JAMIE

    CLERK (EX-OFF); BILH GENERAL COUNSEL

    Total calculated
    $1,034,851
    From this org
    $0
    From related orgs
    $1,001,061
    Other
    $33,790
    Hours/week
    1 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $870,522 related
    Bonus
    $0
    Other
    $0 + $130,539 related
    Deferred
    $0 + $24,780 related
    Nontaxable benefits
    $0 + $9,010 related
    Filer's total
    $0 + $1,034,851 related
  • FRANCIOLI CARL

    TREAS EX-OF; BILH INTRM CFO/BSTN CFO

    Total calculated
    $613,611
    From this org
    $0
    From related orgs
    $558,652
    Other
    $54,959
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $531,632 related
    Bonus
    $0 + $1,095 related
    Other
    $0 + $25,925 related
    Deferred
    $0 + $13,814 related
    Nontaxable benefits
    $0 + $41,145 related
    Filer's total
    $0 + $613,611 related
  • SMITH MBA BRIAN

    ASST TREAS EXOF & METRO BSTN MKT CFO

    Total calculated
    $372,624
    From this org
    $0
    From related orgs
    $331,409
    Other
    $41,215
    Hours/week
    1 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,570 related
    Bonus
    $0
    Other
    $0 + $9,839 related
    Deferred
    $0 + $3,543 related
    Nontaxable benefits
    $0 + $37,672 related
    Filer's total
    $0 + $372,624 related
  • GEVITZ ESQ KATHRYN

    ASST CLERK; ASSOC GEN COUNSEL, BILH

    Total calculated
    $203,496
    From this org
    $0
    From related orgs
    $184,241
    Other
    $19,255
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,092 related
    Bonus
    $0
    Other
    $0 + $149 related
    Deferred
    $0 + $6,734 related
    Nontaxable benefits
    $0 + $12,521 related
    Filer's total
    $0 + $203,496 related
  • HERNDON MBA CPA FACHE SCOTT

    TREAS (EX-OFF) (EXEC VP & CFO, BILH)

    Total calculated
    $0
    Hours/week
    1 + 40 related
  • FIELDS MD ROBERT

    CHR PRIMARY CARE (CHF CLIN OFF BILH)

    Total calculated
    $1,359,394
    From this org
    $0
    From related orgs
    $1,216,577
    Other
    $142,817
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,185,935 related
    Bonus
    $0
    Other
    $0 + $30,642 related
    Deferred
    $0 + $99,095 related
    Nontaxable benefits
    $0 + $43,722 related
    Filer's total
    $0 + $1,359,394 related
  • NGUYEN MD NICOLAS

    CMO, BILH MEDICAL GROUP

    Total calculated
    $671,816
    From this org
    $0
    From related orgs
    $589,301
    Other
    $82,515
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $465,102 related
    Bonus
    $0 + $117,937 related
    Other
    $0 + $6,262 related
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $41,115 related
    Filer's total
    $0 + $671,816 related
  • BARKER JD MHA ALEX

    PRESIDENT, BILH MEDICAL GROUP

    Total calculated
    $564,956
    From this org
    $0
    From related orgs
    $515,165
    Other
    $49,791
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,880 related
    Bonus
    $0 + $98,130 related
    Other
    $0 + $8,155 related
    Deferred
    $0 + $14,432 related
    Nontaxable benefits
    $0 + $35,359 related
    Filer's total
    $0 + $564,956 related
  • GOLEN MD TONI

    CMO, SPECIALTY CARE

    Total calculated
    $559,554
    From this org
    $0
    From related orgs
    $454,736
    Other
    $104,818
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $439,800 related
    Bonus
    $0
    Other
    $0 + $14,936 related
    Deferred
    $0 + $64,688 related
    Nontaxable benefits
    $0 + $40,130 related
    Filer's total
    $0 + $559,554 related
  • FISHMAN AARON

    CFO, BILH MEDICAL GROUP

    Total calculated
    $352,372
    From this org
    $0
    From related orgs
    $344,818
    Other
    $7,554
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,000 related
    Bonus
    $0 + $49,493 related
    Other
    $0 + $15,325 related
    Deferred
    $0 + $5,169 related
    Nontaxable benefits
    $0 + $2,385 related
    Filer's total
    $0 + $352,372 related
  • ABNER MD ANTHONY

    PHYSICIAN, HEMATOLOGY/ONCOLOGY

    Total calculated
    $1,297,011
    From this org
    $1,240,779
    From related orgs
    $0
    Other
    $56,232
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $283,713
    Bonus
    $955,172
    Other
    $1,894
    Deferred
    $27,600
    Nontaxable benefits
    $28,632
    Filer's total
    $1,297,011
  • BIRJINIUK MD VLADIMIR

    CHAIR, CARDIOVASCULAR SURGERY

    Total calculated
    $935,198
    From this org
    $876,053
    From related orgs
    $0
    Other
    $59,145
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $808,259
    Bonus
    $0
    Other
    $67,794
    Deferred
    $34,500
    Nontaxable benefits
    $24,645
    Filer's total
    $935,198
  • LAMB MD CAROLYN

    PHYSICIAN, RADIOLOGY & RAD ONCOLOGY

    Total calculated
    $807,652
    From this org
    $748,320
    From related orgs
    $0
    Other
    $59,332
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $143,426
    Bonus
    $604,063
    Other
    $831
    Deferred
    $27,600
    Nontaxable benefits
    $31,732
    Filer's total
    $807,652
  • SILVER MD TERRI

    PLASTIC AND RECONSTRUCTIVE SURGEON

    Total calculated
    $681,393
    From this org
    $670,931
    From related orgs
    $0
    Other
    $10,462
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $391,853
    Bonus
    $278,497
    Other
    $581
    Deferred
    $10,350
    Nontaxable benefits
    $112
    Filer's total
    $681,393
  • SIMON MD JOSEF

    ORTHOPEDIC SURGEON

    Total calculated
    $593,902
    From this org
    $593,615
    From related orgs
    $0
    Other
    $287
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $591,824
    Bonus
    $0
    Other
    $1,791
    Deferred
    $78
    Nontaxable benefits
    $209
    Filer's total
    $593,902
  • JOHNSON MDMSFACP ELIZABETH H

    FRMR PRES, BILH PRIMARY CARE NETWORK

    Total calculated
    $1,463,637
    From this org
    $0
    From related orgs
    $787,479
    Other
    $676,158
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $327,053 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $385,426 related
    Deferred
    $0 + $652,269 related
    Nontaxable benefits
    $0 + $23,889 related
    Filer's total
    $0 + $1,463,637 related
  • CEDERQUIST ELIZABETH

    FRMR INTERIM VP, HR BUSINESS PARTNER

    Total calculated
    $260,265
    From this org
    $0
    From related orgs
    $260,265
    Other
    $0
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,265 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $260,265 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

The filer's explanations (Part III)

PART I, LINE 3
MOUNT AUBURN PROFESSIONAL SERVICES, 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 MOUNT AUBURN PROFESSIONAL SERVICES, INC. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF MOUNT AUBURN PROFESSIONAL SERVICES, 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 EXECUTIVE AND 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 MEMBERS OF EXECUTIVE MANAGEMENT IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BILH BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION.
PART I, LINES 4A-B
ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, RECEIVED SEVERANCE PAYMENTS. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. 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 AND, BETH ISRAEL LAHEY HEALTH, INC. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN ADDITION, DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THESE ADDITIONAL IRC 457(B) PLANS AND BENEFITS FROM PARTICIPATING IN ONE OF THESE PLANS IS ALSO REPORTED IN THIS FORM 990: BETH ISRAEL LAHEY HEALTH, INC. 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 AND/OR CAN MAKE THEIR OWN EMPLOYEE DEFERRALS. AMOUNTS RECEIVED BY PARTICIPANTS AND DEFERRED BY PARTICIPANTS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW.
PART I, LINE 7
AS 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 EXECUTIVE AND 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 2024 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, 2025 IS CALENDAR YEAR 2024 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.
SCHEDULE J FOOTNOTES (CONTINUED):
ABNER, M.D., ANTHONY - PHYSICIAN, HEMATOLOGY/ONCOLOGY - MOUNT AUBURN PROFESSIONAL SERVICES, INC. DR. ABNER SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. BARKER, JD, MHA, ALEX DURING THE FISCAL PERIOD COVERED BY THIS FILING, MR. BARKER SERVED IN THE FOLLOWING POSITIONS: - PRESIDENT, BETH ISRAEL LAHEY HEALTH MEDICAL GROUP BETH ISRAEL LAHEY HEALTH, INC. - TERM BEGAN JANUARY 1, 2025 - CHAIR, PRESIDENT, & TRUSTEE (EX-OFFICIO) NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC. - TERM BEGAN JANUARY 1, 2025 - CHAIR, PRESIDENT, & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM BEGAN DECEMBER 18, 2024 - CHAIR, PRESIDENT, & TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM BEGAN DECEMBER 18, 2024 -CHIEF OPERATING OFFICER, SOUTHERN REGION - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -TERM ENDED DECEMBER 18, 2024 IN ADDITION, IN MR. BARKER'S POSITION AS PRESIDENT OF BETH ISRAEL LAHEY HEALTH MEDICAL GROUP, EFFECTIVE JANUARY 1, 2025, HE BECAME A KEY EMPLOYEE OF THE FOLLOWING ENTITIES: - JORDAN PHYSICIAN ASSOCIATES, INC. - COMMUNITY PHYSICIANS ASSOCIATES, INC. - SEACOAST AFFILIATED GROUP PRACTICE, INC. - MOUNT AUBURN PROFESSIONAL SERVICES, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MR. BARKER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $51,300. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS REPORTED IN PRIOR YEARS AS DEFERRED COMPENSATION WHICH, AS REQUIRED IN FORM 990, SCHEDULE J. BIRJINIUK, M.D., VLADIMIR - CHAIR, CARDIOVASCULAR SURGERY - MOUNT AUBURN PROFESSIONAL SERVICES, INC. DR. BIRJINIUK SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 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 OTHER TAXABLE BENEFITS IN THE AMOUNT OF $44,794. CEDERQUIST, ELIZABETH - FORMER INTERIM VICE PRESIDENT, HR BUSINESS PARTNER - MOUNT AUBURN HOSPITAL - FORMER INTERIM VICE PRESIDENT, HR BUSINESS PARTNER - MOUNT AUBURN PROFESSIONAL SERVICES, INC. MS. CEDERQUIST SERVED IN THE ROLES ABOVE THROUGH SEPTEMBER 30, 2024, IN A PRIOR FISCAL YEAR. IN THOSE POSITIONS, MS. CEDERQUIST MET THE DEFINITION OF KEY EMPLOYEE FOR MOUNT AUBURN HOSPITAL AND MOUNT AUBURN PROFESSIONAL SERVICES AND AS SUCH, SHE IS LISTED AS A FORMER IN THIS FILING. BEGINNING OCTOBER 1, 2024, MS. CEDERQUIST COMMENCED IN THE POSITION OF DIRECTOR, HUMAN RESOURCES BUSINESS PARTNER FOR LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS. IN THESE CURRENT POSITIONS, MS. CEDERQUIST DOES NOT MEET THE DEFINITION OF KEY EMPLOYEE FOR THESE ENTITIES. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. FIELDS, MD., ROBERT UNLESS OTHERWISE NOTED BELOW, DR. FIELDS HELD THE FOLLOWING POSITIONS DURING FISCAL YEAR ENDING SEPTEMBER 30, 2025: - EXECUTIVE VICE PRESIDENT, CHIEF CLINICAL OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE - CAB HEALTH AND RECOVERY SERVICES, INC. - TRUSTEE - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CHAIR & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. DR. FIELD'S POSITIONS AS PRESIDENT AND BOARD CHAIR FOR THE BILH PRIMARY CARE NETWORK ENDED ON DECEMBER 17, 2024. HE REMAINS A TRUSTEE ON THE ENTITIES BELOW WHERE THAT POSITION IS REPORTED: - PRESIDENT, BOARD CHAIR & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - PRESIDENT, BOARD CHAIR & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - CHAIR, BILH PRIMARY CARE NETWORK - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - PRESIDENT, BILH PRIMARY CARE NETWORK - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 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 INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $92,885. FISHMAN, AARON UNLESS OTHERWISE NOTED, MR. FISHMAN SERVED IN THE FOLLOWING ROLES DURING THE PERIOD ENDED SEPTEMBER 30, 2025: - CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH MEDICAL GROUP BETH ISRAEL LAHEY HEALTH, INC. - TERM BEGAN FEBRUARY 23, 2025 - ASSISTANT TREASURER, TRUSTEE (EX-OFFICIO), & CHIEF FINANCIAL OFFICER - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - ASSISTANT TREASURER, TRUSTEE (EX-OFFICIO), & CHIEF FINANCIAL OFFICER - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - ASSISTANT TREASURER, TRUSTEE, & CHIEF FINANCIAL OFFICER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP IN ADDITION, AS NOTED ABOVE AND EFFECTIVE FEBRUARY 23 2025, MR. FISHMAN COMMENCED THE POSITION OF CHIEF FINANCIAL OFFICER OF BETH ISRAEL LAHEY HEALTH MEDICAL GROUP. IN THAT CAPACITY, HE IS A KEY EMPLOYEE OF THE FOLLOWING ENTITIES: - COMMUNITY PHYSICIANS ASSOCIATES, INC. - SEACOAST AFFILIATED GROUP PRACTICE, INC. - JORDAN PHYSICIAN ASSOCIATES, INC. - MOUNT AUBURN PROFESSIONAL SERVICES, INC. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MR. FISHMAN INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $30,000. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. FRANCIOLI, CARL MR. FRANCIOLI HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - CHIEF FINANCIAL OFFICER OF METRO BOSTON DIVISION - BETH ISRAEL LAHEY HEALTH, INC. - TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. MR. FRANCIOLI SERVED IN THE FOLLOWING ADDITIONAL ROLES FROM OCTOBER 20, 2024 THROUGH AUGUST 3, 2025: - TREASURER (EX-OFFICIO) AND INTERIM CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH, INC. -TRUSTEE & TREASURER (EX-OFFICIO)- ADDISON GILBERT SOCIETY, INC. - TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - TREASURER - BETH ISRAEL DEACONESS 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 PRIMARY CARE, INC. - TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC - TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TREASURER - EXETER HOSPITAL, INC. - TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - TREASURER - EXETER MED REAL, INC. - TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TREASURER - JOSLIN CLINIC, INC. - TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - TREASURER - THE JORDAN HEALTH SYSTEMS, INC. - TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TREASURER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TREASURER - LAHEY CLINIC, INC.
SCHEDULE J FOOTNOTES (CONTINUED):
- TRUSTEE & TREASURER - LAHEY HEALTH SHARED SERVICES, INC. - TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE - TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. MR. FRANCIOLI BEGAN SERVING IN THE FOLLOWING ROLE ON SEPTEMBER 11, 2025: -TRUSTEE (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 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 INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $5,534. GEVITZ, ESQ., KATHRYN - ASSOCIATE GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - ASSISTANT CLERK (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - ASSISTANT CLERK (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL - TERM BEGAN MARCH 1, 2025 MS. GEVITZ SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. GOLEN, MD., TONI - CHIEF MEDICAL OFFICER - MOUNT AUBURN HOSPITAL - CHIEF MEDICAL OFFICER, SPECIALTY CARE - MOUNT AUBURN PROFESSIONAL SERVICES, INC. MS. GOLEN SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 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 OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $10,738. HERNDON, MBA, CPA, FACHE, SCOTT MR. HERNDON BEGAN SERVING IN THE FOLLOWING ROLES ON AUGUST 4, 2025: - TREASURER (EX-OFFICIO), EXECUTIVE VICE PRESIDENT, AND CHIEF FINANCIAL OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - TREASURER - BID - MILTON PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC - TREASURER - EXETER HOSPITAL, INC. - TREASURER - EXETER HEALTH RESOURCES, INC. - TREASURER - EXETER MED REAL, INC. - TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TREASURER - JOSLIN CLINIC, INC. - TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - TREASURER - THE JORDAN HEALTH SYSTEMS, INC. - TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TREASURER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TREASURER - LAHEY CLINIC, INC. - TRUSTEE AND TREASURER - LAHEY HEALTH SHARED SERVICES, INC. - TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE AND TREASURER - NORTHEAST HEALTH SYSTEM, INC. - TREASURER (EX-OFFICIO) NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - TRUSTEE AND TREASURER - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE AND TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE - TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE AND TREASURER (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - TRUSTEE AND TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. AS NOTED, MR. HERNDON BEGAN SERVING IN THE POSITION(S) ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. ACCORDINGLY, SINCE MR. HERNDON DID NOT BEGIN SERVING IN HIS/HER POSITION(S) UNTIL CALENDAR YEAR 2025, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. HUANG, MD., EDWIN UNLESS OTHERWISE NOTED BELOW, DR. HUANG HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2025: - TRUSTEE (EX-OFFICIO) AND PRESIDENT MOUNT AUBURN HOSPITAL - TRUSTEE (EX-OFFICIO) AND PRESIDENT MOUNT AUBURN PROFESSIONAL SERVICES, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. JOHNSON, MD., MS., FACP, ELIZABETH H. DR. JOHNSON SERVED IN THE FOLLOWING POSITIONS THROUGH JUNE 28, 2024 DURING A PRIOR FISCAL PERIOD. - FORMER BOARD CHAIR AND PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK BETH ISRAEL LAHEY HEALTH, INC. - FORMER PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - FORMER 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 2024 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. JOHNSON INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $265,385. OTHER REPORTABLE COMPENSATION FOR DR. JOHNSON INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $92,286. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. DEFERRED COMPENSATION FOR DR. JOHNSON INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $634,615 TO BE PAID AFTER DECEMBER 31, 2024. KATZ, ESQ., JAMIE UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - GENERAL COUNSEL AND CLERK (EX-OFFICIO), - BETH ISRAEL LAHEY HEALTH, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - CLERK (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - CLERK - COMMUNITY PHYSICIANS ASSOCIATES, INC. - CLERK - BID - MILTON PHYSICIAN ASSOCIATES, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - CLERK - JORDAN PHYSICIAN ASSOCIATES, INC. - CLERK - THE JORDAN HEALTH SYSTEMS, INC. - CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL - CLERK - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY
SCHEDULE J FOOTNOTES (CONTINUED):
- TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - CLERK (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE AND CLERK (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - CLERK - WINCHESTER HEALTHCARE MANAGEMENT, INC. - CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - CLERK - LAHEY CLINIC, INC. - CLERK - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - CLERK - CAB HEALTH AND RECOVERY SERVICES, INC. - CLERK - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL - CLERK - JOSLIN CLINIC, INC. - CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - CLERK (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - CLERK - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - CLERK (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - CLERK - EXETER HOSPITAL, INC. - CLERK (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $76,830. OTHER REPORTABLE COMPENSATION FOR MR. KATZ ALSO INCLUDES COMBINED PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $31,209. LAMB, M.D., CAROLYN - PHYSICIAN, RADIOLOGY & RADIATION ONCOLOGY - MOUNT AUBURN PROFESSIONAL SERVICES, INC. DR. LAMB SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. NGUYEN, MD., NICOLAS DR. NGUYEN'S TERM BEGAN IN THE FOLLOWING ROLES ON DECEMBER 18, 2024: - CHIEF MEDICAL OFFICER MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - CHIEF MEDICAL OFFICER, PRIMARY CARE MOUNT AUBURN PROFESSIONAL SERVICES, INC. - CHIEF MEDICAL OFFICER BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - CHIEF MEDICAL OFFICER COMMUNITY PHYSICIANS ASSOCIATES, INC. - CHIEF MEDICAL OFFICER JORDAN PHYSICIAN ASSOCIATES, INC. - CHIEF MEDICAL OFFICER BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC. - CHIEF MEDICAL OFFICER SEACOAST AFFILIATED GROUP PRACTICE, INC. PRIOR TO DECEMBER 18, 2024, DR. NGUYEN SERVED IN THE FOLLOWING ROLES: - ASSOCIATE CHIEF MEDICAL OFFICER, SOUTHERN REGION BETH ISRAEL LAHEY HEALTH PRIMARY CARE INCLUDING - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - MOUNT AUBURN PROFESSIONAL SERVICES, INC. (PRIMARY CARE) AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR DR. NGUYEN INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $50,000. RIOS, CINDY UNLESS OTHERWISE NOTED BELOW, MS. RIOS SERVED IN THE FOLLOWING POSITIONS UNTIL OCTOBER 19, 2024: - EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. - TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - TRUSTEE & TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - TREASURER - BID - MILTON PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TREASURER - JOSLIN CLINIC, INC. - TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - TREASURER - THE JORDAN HEALTH SYSTEMS, INC. - TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TREASURER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TREASURER - LAHEY CLINIC, INC. - TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE & TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. - TRUSTEE & TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TRUSTEE & TREASURER - LAHEY HEALTH SHARED SERVICES, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING & REHABILITATION CENTER, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - TREASURER - EXETER HOSPITAL, INC. - TREASURER - EXETER MED REAL, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOC AND HOSPICE - TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 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 MS. RIOS INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $203,538. DEFERRED COMPENSATION FOR MS. RIOS INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $2,118,462 TO BE PAID AFTER DECEMBER 31, 2024. IN ADDITION, DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $42,199. SILVER, M.D., TERRI - PLASTIC AND RECONSTRUCTIVE SURGEON - MOUNT AUBURN PROFESSIONAL SERVICES, INC. DR. SILVER SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. SIMON, M.D., JOSEF - ORTHOPEDIC SURGEON - MOUNT AUBURN PROFESSIONAL SERVICES, INC. DR. SIMON SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. SMITH, MBA, BRIAN MR. SMITH SERVED IN THE FOLLOWING POSITIONS ABOVE FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2025. - MARKET CHIEF FINANCIAL OFFICER, METRO BOSTON BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - NEW ENGLAND BAPTIST HOSPITAL - TREASURER, TRUSTEE (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - MOUNT AUBURN HOSPITAL - ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - MOUNT AUBURN PROFESSIONAL SERVICES, INC.
SCHEDULE J FOOTNOTES (CONTINUED):
AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.5
Source object
202602269349300730

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