Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1d · Related organizations

  $1,387,886

• 2a · Program service revenue: INPATIENT CARE NPSR

  total $166,170,487 · related or exempt $166,170,487

• 2b · Program service revenue: OUTPATIENT CARE NPSR

  total $145,288,035 · related or exempt $145,288,035

• 2c · Program service revenue: EMERGENCY CARE NPSR

  total $34,678,766 · related or exempt $34,678,766

• 2d · Program service revenue: OUTPATIENT LABS NPSR

  total $27,452,222 · related or exempt $21,403,091 · unrelated business $6,049,131

• 2e · Program service revenue: SERVICES TO AFFILIATES

  total $6,084,349 · related or exempt $6,084,349

• 2f · All other program service revenue

  total $4,417,920 · related or exempt $4,417,920

• 3 · Investment income

  total $5,193,962 · excluded $5,193,962

• 6a · Gross rents

  real property $621,178

• 6b · Less rental expenses

  real property $831,670

• 6c · Rental income or loss

  real property -$210,492

• 6d · Net rental income or loss

  total -$210,492 · unrelated business $30,763 · excluded -$241,255

• 7a · Gross sales of assets other than inventory

  securities $1,992,907

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

  securities $118,957

• 7c · Gain or loss

  securities $1,873,950

• 7d · Net gain or loss

  total $1,873,950 · excluded $1,873,950

• 11a · Other revenue: REBATES AND REFUNDS

  total $2,230,598 · related or exempt $2,230,598

• 11b · Other revenue: CAFETERIA AND GIFT SHO

  total $1,244,078 · excluded $1,244,078

• 11c · Other revenue: LEASED PHYSICIANS

  total $670,689 · unrelated business $670,689

• 11d · All other revenue

  total $596,222 · related or exempt $454,093 · unrelated business $128,809 · excluded $13,320

• 11e · Other revenue, total

  $4,741,587

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $275,311 · program services $275,311

• 5 · Compensation of officers, directors and key employees

  total $3,319,124 · program services $3,170,362 · management and general $148,762

• 6 · Compensation of disqualified persons

  total $353,850 · program services $337,991 · management and general $15,859

• 7 · Other salaries and wages

  total $129,001,233 · program services $123,219,440 · management and general $5,781,793

• 8 · Pension plan contributions

  total $3,671,888 · program services $3,507,315 · management and general $164,573

• 9 · Other employee benefits

  total $19,995,282 · program services $19,099,100 · management and general $896,182

• 10 · Payroll taxes

  total $10,176,776 · program services $9,720,656 · management and general $456,120

• 11a · Fees: management

  total $43,901,849 · program services $9,768,161 · management and general $32,926,387 · fundraising $1,207,301

• 11d · Fees: lobbying

  total $75,920 · management and general $75,920

• 11f · Fees: investment management

  total $244,467 · management and general $244,467

• 11g · Fees: other

  total $34,425,351 · program services $33,367,137 · management and general $1,058,214

• 13 · Office expenses

  total $706,957 · program services $695,904 · management and general $11,053

• 16 · Occupancy

  total $17,816,941 · program services $16,397,599 · management and general $1,419,342

• 17 · Travel

  total $124,856 · program services $124,856

• 20 · Interest

  total $2,272,390 · program services $2,272,390

• 22 · Depreciation, depletion and amortization

  total $16,688,484 · program services $15,809,912 · management and general $878,572

• 24a · Other expenses: MEDICAL SUPPLIES

  total $39,031,843 · program services $39,031,843

• 24b · Other expenses: PHARMACEUTICALS

  total $13,803,889 · program services $13,803,889

• 24c · Other expenses: MEDICAID ASSESSMENT

  total $7,319,217 · program services $7,319,217

• 24d · Other expenses: MAINTENANCE CONTRACTS

  total $2,392,949 · program services $2,327,894 · management and general $65,055

• 24e · All other expenses

  total $5,110,752 · program services $5,048,174 · management and general $62,578

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $1,133,222 · end of year $131,993

• 2 · Savings and temporary cash investments

  beginning of year $8,208,698 · end of year $8,474,137

• 3 · Pledges and grants receivable

  beginning of year $13,333 · end of year $6,667

• 4 · Accounts receivable

  beginning of year $43,916,449 · end of year $37,267,766

• 8 · Inventories for sale or use

  beginning of year $5,371,854 · end of year $3,644,051

• 9 · Prepaid expenses and deferred charges

  beginning of year $618,186 · end of year $862,070

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

  $290,384,507

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

  $183,850,365

• 10c · Land, buildings and equipment, net

  beginning of year $117,116,834 · end of year $106,534,142

• 11 · Investments: publicly traded securities

  beginning of year $187,665,652 · end of year $200,335,649

• 12 · Investments: other securities

  beginning of year $64,093,382 · end of year $82,413,975

• 13 · Investments: program-related

  beginning of year $7,910,334 · end of year $7,973,254

• 14 · Intangible assets

  beginning of year $250,000 · end of year $250,000

• 15 · Other assets

  beginning of year $118,484,485 · end of year $185,689,414

• 17 · Accounts payable and accrued expenses

  beginning of year $37,974,132 · end of year $37,990,032

• 19 · Deferred revenue

  beginning of year $187,734 · end of year $187,734

• 20 · Tax-exempt bond liabilities

  beginning of year $70,022,043 · end of year $75,618,594

• 25 · Other liabilities

  beginning of year $22,369,646 · end of year $28,242,934

• 27 · Net assets without donor restrictions

  beginning of year $392,828,487 · end of year $458,646,913

• 28 · Net assets with donor restrictions

  beginning of year $31,400,387 · end of year $32,896,911

The filer's explanations (Part III)

PART I, LINE 1A

FROM TIME TO TIME AND UNDER CERTAIN CIRCUMSTANCES, WINCHESTER HOSPITAL OR ONE OF IT'S AFFILIATES MAY CHOOSE TO GROSS-UP A PAYMENT TO MAKE THE EMPLOYEE WHOLE FROM A TAX PERSPECTIVE. AS EXPLAINED FURTHER BELOW, ACROSS BILH THESE SITUATIONS ARE REVIEWED ON A CASE-BY-CASE BASIS AND THE COST OF ANY GROSS-UP IS CONSIDERED WHEN REVIEWING AN EMPLOYEE'S OVERALL COMPENSATION PACKAGE FOR REASONABLENESS. EXAMPLES OF THE TYPES OF EXPENSES WHICH MAY FALL INTO THIS CATEGORY ARE REIMBURSEMENT FOR RELOCATION AND TEMPORARY HOUSING.

PART I, LINE 3

WINCHESTER HOSPITAL'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 WINCHESTER HOSPITAL. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF WINCHESTER HOSPITAL. 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):

BRECKWOLDT, M.D., WILLIAM DR. BRECKWOLDT HELD THE FOLLOWING POSITIONS UNTIL SEPTEMBER 30, 2025: - TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE - WINCHESTER HOSPITAL - PHYSICIAN, GENERAL AND VASCULAR SURGERY AND WOUND CARE - WINCHESTER PHYSICIAN ASSOCIATES, INC. (THROUGH DECEMBER 31, 2024) - PHYSICIAN, GENERAL AND VASCULAR SURGERY AND WOUND CARE BETH ISRAEL LAHEY HEALTH SPECIALTY CARE (COMMENCING JANUARY 1, 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 FOR DR. BRECKWOLDT INCLUDES PAYMENTS FOR PTO CASHED OUT AND GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $7,495 AND $3,440, RESPECTIVELY. CAMPBELL, RN, MBA, FACHE, AL UNLESS OTHERWISE NOTED BELOW, MR. CAMPBELL HELD THE FOLLOWING POSITIONS UNTIL JULY 20, 2025: - PRESIDENT & TRUSTEE (EX-OFFICIO) - WINCHESTER HOSPITAL - TRUSTEE (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - PRESIDENT & TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. AS NOTED, MR. CAMPBELL 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. AS REPORTED IN THE PRIOR FORM 990, MR. CAMPBELL ENDED HIS POSITIONS ABOVE ON JULY 20, 2025. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENT FOR TEMPORARY HOUSING IN THE AMOUNT OF $5,402. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $26,779 WHICH WAS UNVESTED AT DECEMBER 31, 2024. CARUCCI, DEAN UNLESS OTHERWISE NOTED, MR. CARUCCI SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIVISIONAL PRESIDENT, COMMUNITY - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - ANNA JAQUES HOSPITAL - ROLE BEGAN FEBRUARY 1, 2025 - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC - TRUSTEE - BID - MILTON PHYSICIAN ASSOCIATES, INC. - TRUSTEE - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - EXETER HEALTH RESOURCES, INC. - TRUSTEE - EXETER HOSPITAL, INC. - TRUSTEE - THE JORDAN HEALTH SYSTEMS, INC - TRUSTEE - JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - WINCHESTER HOSPITAL AS NOTED, MR. CARUCCI 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. 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. - 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. GLASS, ESQ., HANNAH MS. GLASS SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - ASSISTANT GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - ASSISTANT CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL - ASSISTANT CLERK - WINCHESTER HEALTHCARE MANAGEMENT, 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. GREGA, JOANNE - EXECUTIVE DIRECTOR, ANCILLARY SERVICES - WINCHESTER HOSPITAL MS. GREGA 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.

SCHEDULE J FOOTNOTES (CONTINUED):

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. HINKLE, MHA, BSN, RN, MATTHEW - CHIEF OPERATING OFFICER - WINCHESTER HOSPITAL MR. HINKLE 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. INCENTIVE COMPENSATION FOR MR. HINKLE INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $55,000. OTHER REPORTABLE COMPENSATION FOR MR. HINKLE INCLUDES PAYMENT FOR EMPLOYER-PROVIDED HOUSING IN THE AMOUNT OF $61,858. JAMALEDDINE, ROY - RADIOLOGY MANAGER - WINCHESTER HOSPITAL - RADIOLOGY MANAGER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. MR. JAMALEDDINE 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. JONES, TIM MR. JONES SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE & INTERIM PRESIDENT - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TERM BEGAN JULY 21, 2025 - TRUSTEE (EX-OFFICIO) & INTERIM PRESIDENT - WINCHESTER HOSPITAL - TERM BEGAN JULY 21, 2025 - TRUSTEE (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TERM BEGAN JULY 21, 2025 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. ACCORDINGLY, SINCE MR. JONES DID NOT BEGIN SERVING IN HIS POSITIONS UNTIL CALENDAR YEAR 2025, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. 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, INC. - 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. KEANEY, MPAH, RN, ACHCE, KAREN - CHIEF NURSING OFFICER AND VICE PRESIDENT OF PATIENT CARE SERVICES - WINCHESTER HOSPITAL MS. KEANEY 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. LEVENSON, HEATHER - REGISTERED NURSE OBSTETRICS/DELIVERY - WINCHESTER HOSPITAL MS. LEVENSON 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.

SCHEDULE J FOOTNOTES (CONTINUED):

MCALMON, M.D., KAREN DR. MCALMON SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE; NEONATOLOGIST - WINCHESTER HOSPITAL - TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. - NEONATOLOGIST - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, 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 INCLUDES PAYMENT FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $14,971. 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. ROBERTSON, MPH, CATHARINE - VICE PRESIDENT, AMBULATORY SERVICES - WINCHESTER HOSPITAL - VICE PRESIDENT, OPERATIONS - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TERM ENDED FEBRUARY 22, 2025 MS. ROBERTSON SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, UNLESS OTHERWISE STATED. 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. SACHETTI, NANCY - DIRECTOR, HIGHLAND HEALTH - WINCHESTER HOSPITAL MS. SACHETTI 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. SOMANI, TUSHAR - FORMER CHIEF OPERATING OFFICER - WINCHESTER HOSPITAL MR. SOMANI'S TERM ENDED IN THE ABOVE POSITION ON SEPTEMBER 30, 2023 DURING THE PRIOR FISCAL PERIOD. 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. SOMANI INCLUDES SEVERANCE PAYMENT PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $353,850. PART OR ALL OF THIS AMOUNT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED.

SCHEDULE J FOOTNOTES (CONTINUED):

TABB, MD., KEVIN UNLESS OTHERWISE NOTED BELOW, DR. TABB HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2025: - PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF EXECUTIVE OFFICER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - CHIEF EXECUTIVE OFFICER - LAHEY CLINIC, INC. - 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 - TRUSTEE AND PRESIDENT (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - CHIEF EXECUTIVE OFFICER - WINCHESTER HEALTHCARE MANAGEMENT, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - CHIEF EXECUTIVE OFFICER - CAB HEALTH AND RECOVERY SERVICES, INC. - CHIEF EXECUTIVE OFFICER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. - CHIEF EXECUTIVE OFFICER - 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 - SEACOAST AFFILIATED GROUP PRACTICE, INC. - CHIEF EXECUTIVE OFFICER - JOSLIN CLINIC, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - CHIEF EXECUTIVE OFFICER - 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 DESIGNEE 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) - 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. - TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TRUSTEE (EX-OFFICIO) - LAHEY CLINIC, INC. - TRUSTEE (EX-OFFICIO) - CAB HEALTH AND RECOVERY SERVICES, INC. - TRUSTEE (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TRUSTEE (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION ALTHOUGH DR. TABB SERVED IN THE POSITIONS ABOVE FOR 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 FOR DR. TABB INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $352,380. OTHER REPORTABLE COMPENSATION FOR DR. TABB ALSO INCLUDES PAYMENTS IN THE AMOUNT OF $23,364 FOR GROUP TERM LIFE INSURANCE. DEFERRED COMPENSATION IN THE AMOUNT OF $1,000,000 IS INCLUDED IN THIS FILING FOR DR. TABB. THIS AMOUNT RELATES TO MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2024, 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. TAYLOR, ELIZABETH (BETH) - EXECUTIVE DIRECTOR, HUMAN RESOURCES BUSINESS PARTNER - WINCHESTER HOSPITAL MS. TAYLOR 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. TAYLOR, M.D., JOSEPH - PHYSICIAN, INTERNAL MEDICINE - BETH ISRAEL LAHEY HEALTH PRIMARY CARE - COMMENCING JANUARY 1, 2025 - PHYSICIAN, INTERNAL MEDICINE - WINCHESTER PHYSICIAN ASSOCIATES, INC. - THROUGH DECEMBER 31, 2024 DR. TAYLOR HELD THE FOLLOWING POSITIONS UNTIL SEPTEMBER 30, 2025: - TRUSTEE - WINCHESTER HOSPITAL - TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, 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. VOLLMAR, R.N., BRENDA - NURSE, ANTICOAGULATION CLINIC - WINCHESTER HOSPITAL MS. VOLLMAR SERVED IN THE POSITION ABOVE THROUGH OCTOBER 1, 2024. 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. VOLLMAR INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $30,947. OTHER REPORTABLE COMPENSATION ALSO INCLUDES PAYMENTS FOR PTO PAID OUT AND IN THE AMOUNTS OF $12,819. DEFERRED COMPENSATION FOR MS. VOLLMAR INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $49,515 TO BE PAID AFTER DECEMBER 31, 2024. WOODS, MATTHEW MR. WOODS HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - SENIOR VICE PRESIDENT, CORPORATE FINANCE - BETH ISRAEL LAHEY HEALTH, INC. - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, 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. ZITKOVSKY, M.D., DANA - SENIOR VICE PRESIDENT & CHIEF MEDICAL OFFICER WINCHESTER HOSPITAL - TERM ENDED MAY 31, 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.

Related partnerships

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

• BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC

  SURGERY CENTER · MA

• BIDCO HOSPITAL LLC

  COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC · MA

• BIDCO PHYSICIAN LLC

  COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH · MA

• BILH INVESTMENT PARTNERSHIP LLP

  INVESTMENT PARTNERSHIP · MA

• NEBSC HOSPITAL HOLDINGS LLC

  INVESTMENT PARTNERSHIP · MA

• NEW ENGLAND BAPTIST SURGERY CENTER LLC

  AMBULATORY SURGERY CENTER · MA

• PHYSICIANS PROFESSIONAL SERVICES LLP

  TO PROVIDE MEDICAL BILLING SERVICES · MA

• SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC

  MRI SERVICES · MA

• WINCHESTER HOSPITALSHIELDS MRI LLC

  EXCLUDED · MRI SERVICES · MA · 70% owned · share of income $3,187,183 · share of assets $2,264,150

  Directly controlled by WINCHESTER HOSPITAL

• BOSS HOLDINGS LLC

  OUTPATIENT SURGICAL SUITES · MA

Related corporations and trusts

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

• GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC

  C · MANAGEMENT SERVICES · MA

• HUNTINGFIELD CORPORATION

  C · TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS · DE

• LAHEY CLINIC INSURANCE CO LTD

  C · INSURANCE · BD

• LEDGEWOOD HEALTH CARE CORPORATION

  C · NURSING HOME · MA

• NORTHEAST PROPRIETARY CORP

  C · MEDICAL SERVICES · MA

• WINCHESTER HEALTHCARE ENTERPRISES INC

  C · MANAGEMENT SERVICES · MA

• WINCHESTER PHYSICIAN ASSOCIATES INC

  C · PHYSICIAN GROUP · MA

• INSCRIPTRX INC

  C · PHARMACY BENEFITS MANAGEMENT · MA