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Nonprofiteer
← BETH ISRAEL LAHEY HEALTH SPECIALTY CARE INC

Form 990 for tax year 2023

Filed by BETH ISRAEL LAHEY HEALTH SPECIALTY CARE INC.

Totals

Total revenue
$53,807,486
Total expenses
$80,958,613
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$53,803,703
Investment income
$0
Other revenue
$3,783
Total assets, end of year
$15,719,821
Total liabilities, end of year
$15,901,830
Net assets or fund balances, end of year
-$182,009
Program services expenses (Part IX)
$78,706,296
Management and general expenses
$2,252,317
Fundraising expenses
$0
Program service expenses (Part III)
$78,706,296

Program services were 97.2% 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 $53,128,625 · related or exempt $53,128,625

  • 2b · Program service revenue: SERVICES TO AFFILIATES

    total $577,230 · related or exempt $577,230

  • 2c · Program service revenue: RENT FROM AFFILIATE

    total $97,848 · related or exempt $97,848

  • 11a · Other revenue: FEDERAL RECOVERY

    total $3,079 · related or exempt $3,079

  • 11b · Other revenue: REBATES AND REFUNDS

    total $704 · related or exempt $704

  • 11e · Other revenue, total

    $3,783

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $46,199,808 · program services $46,199,808

  • 8 · Pension plan contributions

    total $47,321 · program services $47,321

  • 9 · Other employee benefits

    total $2,900,691 · program services $2,900,691

  • 10 · Payroll taxes

    total $2,207,092 · program services $2,207,092

  • 11a · Fees: management

    total $2,428,938 · program services $242,894 · management and general $2,186,044

  • 11g · Fees: other

    total $20,322,835 · program services $20,322,835

  • 13 · Office expenses

    total $142,322 · program services $142,262 · management and general $60

  • 16 · Occupancy

    total $2,445,452 · program services $2,445,452

  • 17 · Travel

    total $68,336 · program services $68,336

  • 22 · Depreciation, depletion and amortization

    total $472,067 · program services $405,854 · management and general $66,213

  • 23 · Insurance

    total $765,245 · program services $765,245

  • 24a · Other expenses: PHARMACEUTICALS

    total $2,318,368 · program services $2,318,368

  • 24b · Other expenses: MEDICAL SUPPLIES AND DE

    total $453,103 · program services $453,103

  • 24c · Other expenses: DUES AND LICENSES

    total $132,660 · program services $132,660

  • 24d · Other expenses: TRAINING

    total $36,184 · program services $36,184

  • 24e · All other expenses

    total $18,191 · program services $18,191

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year -$13,799

  • 2 · Savings and temporary cash investments

    beginning of year -$13,799

  • 4 · Accounts receivable

    beginning of year $3,371,962 · end of year $5,914,620

  • 9 · Prepaid expenses and deferred charges

    beginning of year $215,544 · end of year $184,425

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

    $6,908,543

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

    $2,784,990

  • 10c · Land, buildings and equipment, net

    beginning of year $2,636,957 · end of year $4,123,553

  • 13 · Investments: program-related

    beginning of year $88,000

  • 14 · Intangible assets

    beginning of year $1,266,083 · end of year $603,450

  • 15 · Other assets

    beginning of year $6,615,116 · end of year $4,907,572

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,743,848 · end of year $8,282,973

  • 25 · Other liabilities

    beginning of year $5,618,024 · end of year $7,618,857

  • 27 · Net assets without donor restrictions

    beginning of year -$182,009 · end of year -$182,009

Mission and programs · 2023

Mission

SEE SCHEDULE O

  • SEE SCHEDULE O

    Expenses $78,706,296 · Revenue $53,807,486

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rios Cindy

    TTEE & TREAS (EXOFF) (EVP/CFO, BILH)

    Total calculated
    $1,689,163
    From this org
    $0
    From related orgs
    $1,471,427
    Other
    $217,736
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $926,412 related
    Bonus
    $0 + $523,188 related
    Other
    $0 + $21,827 related
    Deferred
    $0 + $182,509 related
    Nontaxable benefits
    $0 + $35,227 related
    Filer's total
    $0 + $1,689,163 related
  • Katz Esq Jamie

    TTEE &CLERK (EX-O); GEN COUNSEL BILH

    Total calculated
    $1,302,177
    From this org
    $0
    From related orgs
    $1,270,175
    Other
    $32,002
    Hours/week
    1 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $820,540 related
    Bonus
    $0 + $322,850 related
    Other
    $0 + $126,785 related
    Deferred
    $0 + $23,170 related
    Nontaxable benefits
    $0 + $8,832 related
    Filer's total
    $0 + $1,302,177 related
  • Sands Tom

    TRUSTEE (EX-OFFICIO) & PRESIDENT

    Total calculated
    $957,421
    From this org
    $0
    From related orgs
    $708,524
    Other
    $248,897
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $565,403 related
    Bonus
    $0 + $113,988 related
    Other
    $0 + $29,133 related
    Deferred
    $0 + $224,139 related
    Nontaxable benefits
    $0 + $24,758 related
    Filer's total
    $0 + $957,421 related
  • Sneva Jeb

    CHIEF FINANCIAL OFFICER, BILHPC

    Total calculated
    $404,232
    From this org
    $0
    From related orgs
    $278,549
    Other
    $125,683
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,342 related
    Bonus
    $0 + $32,275 related
    Other
    $0 + $61,932 related
    Deferred
    $0 + $101,538 related
    Nontaxable benefits
    $0 + $24,145 related
    Filer's total
    $0 + $404,232 related
  • Stansky Kathleen J

    INTERIM CFO, BILH PRIMARY CARE

    Total calculated
    $214,853
    From this org
    $0
    From related orgs
    $177,400
    Other
    $37,453
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,707 related
    Bonus
    $0
    Other
    $0 + $693 related
    Deferred
    $0 + $11,342 related
    Nontaxable benefits
    $0 + $26,111 related
    Filer's total
    $0 + $214,853 related
  • Beaumier Mbacpamha Gregory

    CHIEF FINANCIAL OFFICER, NHC

    Total calculated
    $139,821
    From this org
    $0
    From related orgs
    $127,582
    Other
    $12,239
    Hours/week
    1 + 59 related
  • Fields MD Robert

    CHR PRIMARY CARE (CHF CLIN OFF BILH)

    Total calculated
    $1,281,307
    From this org
    $0
    From related orgs
    $1,249,649
    Other
    $31,658
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $758,894 related
    Bonus
    $0 + $414,615 related
    Other
    $0 + $76,140 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $31,658 related
    Filer's total
    $0 + $1,281,307 related
  • Johnson MD Ms Facp Elizabeth

    PRES, BILH PRIMARY CARE NETWORK

    Total calculated
    $894,582
    From this org
    $0
    From related orgs
    $789,995
    Other
    $104,587
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,597 related
    Bonus
    $0 + $173,790 related
    Other
    $0 + $29,608 related
    Deferred
    $0 + $64,935 related
    Nontaxable benefits
    $0 + $39,652 related
    Filer's total
    $0 + $894,582 related
  • Hwang Joseph

    COO, BEVERLY SPECIALTY CARE

    Total calculated
    $576,324
    From this org
    $0
    From related orgs
    $530,819
    Other
    $45,505
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,761 related
    Bonus
    $0 + $104,385 related
    Other
    $0 + $61,673 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $45,505 related
    Filer's total
    $0 + $576,324 related
  • Reinhold MD MBA Lars-Eric

    ASSOC CMO NORTH REGION, BILHPC

    Total calculated
    $565,264
    From this org
    $0
    From related orgs
    $522,816
    Other
    $42,448
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,335 related
    Bonus
    $0 + $98,481 related
    Other
    $0
    Deferred
    $0 + $33,480 related
    Nontaxable benefits
    $0 + $8,968 related
    Filer's total
    $0 + $565,264 related
  • Gendreau MD Mark

    CMO, SPECIALTY CARE

    Total calculated
    $527,542
    From this org
    $0
    From related orgs
    $490,969
    Other
    $36,573
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,887 related
    Bonus
    $0 + $99,833 related
    Other
    $0 + $16,249 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $36,573 related
    Filer's total
    $0 + $527,542 related
  • Connors Laurie

    VP, HUMAN RESOURCES BUSINESS PARTNER

    Total calculated
    $467,619
    From this org
    $0
    From related orgs
    $425,627
    Other
    $41,992
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,964 related
    Bonus
    $0 + $110,880 related
    Other
    $0 + $33,783 related
    Deferred
    $0 + $13,291 related
    Nontaxable benefits
    $0 + $28,701 related
    Filer's total
    $0 + $467,619 related
  • Johnston Melissa

    COO, NORTH REGION, BILH PRIMARY CARE

    Total calculated
    $366,542
    From this org
    $0
    From related orgs
    $350,213
    Other
    $16,329
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,000 related
    Bonus
    $0 + $64,882 related
    Other
    $0 + $5,331 related
    Deferred
    $0 + $13,932 related
    Nontaxable benefits
    $0 + $2,397 related
    Filer's total
    $0 + $366,542 related
  • St Pierre Leslie

    ED, NORTH REGION BILHPC & PRACT INT

    Total calculated
    $303,819
    From this org
    $0
    From related orgs
    $268,112
    Other
    $35,707
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,091 related
    Bonus
    $0 + $24,480 related
    Other
    $0 + $541 related
    Deferred
    $0 + $23,384 related
    Nontaxable benefits
    $0 + $12,323 related
    Filer's total
    $0 + $303,819 related
  • Fishman Aaron

    CHIEF FINANCIAL OFFICER, BILHPC

    Total calculated
    $271,757
    From this org
    $0
    From related orgs
    $239,571
    Other
    $32,186
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,043 related
    Bonus
    $0 + $24,347 related
    Other
    $0 + $181 related
    Deferred
    $0 + $30,000 related
    Nontaxable benefits
    $0 + $2,186 related
    Filer's total
    $0 + $271,757 related
  • Loughery MD Edward

    CARDIOLOGIST

    Total calculated
    $788,959
    From this org
    $752,496
    From related orgs
    $0
    Other
    $36,463
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $744,121
    Bonus
    $0
    Other
    $8,375
    Deferred
    $0
    Nontaxable benefits
    $36,463
    Filer's total
    $788,959
  • Elvanides MD Harry

    GASTROENTEROLOGIST

    Total calculated
    $760,184
    From this org
    $719,584
    From related orgs
    $0
    Other
    $40,600
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $695,814
    Bonus
    $0
    Other
    $23,770
    Deferred
    $0
    Nontaxable benefits
    $40,600
    Filer's total
    $760,184
  • Arsenian MD Michael

    CARDIOLOGIST

    Total calculated
    $665,269
    From this org
    $634,577
    From related orgs
    $0
    Other
    $30,692
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $629,360
    Bonus
    $0
    Other
    $5,217
    Deferred
    $0
    Nontaxable benefits
    $30,692
    Filer's total
    $665,269
  • Shin MD Reuben

    LAPROSCOPIC AND ROBOTIC SURGEON

    Total calculated
    $601,902
    From this org
    $553,243
    From related orgs
    $0
    Other
    $48,659
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $520,328
    Bonus
    $10,000
    Other
    $22,915
    Deferred
    $11,830
    Nontaxable benefits
    $36,829
    Filer's total
    $601,902
  • Bui MD Rosa

    GASTROENTEROLOGIST

    Total calculated
    $600,561
    From this org
    $574,950
    From related orgs
    $0
    Other
    $25,611
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $554,572
    Bonus
    $20,000
    Other
    $378
    Deferred
    $0
    Nontaxable benefits
    $25,611
    Filer's total
    $600,561
  • Connelly CPA MBA Michael

    FRMR INTERIM CFO, NHC

    Total calculated
    $376,343
    From this org
    $0
    From related orgs
    $368,853
    Other
    $7,490
    Hours/week
    0 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,538 related
    Bonus
    $0 + $24,326 related
    Other
    $0 + $21,989 related
    Deferred
    $0 + $5,040 related
    Nontaxable benefits
    $0 + $2,450 related
    Filer's total
    $0 + $376,343 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

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
BETH ISRAEL LAHEY HEALTH SPECIALTY CARE F/K/A NORTHEAST MEDICAL PRACTICE'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 BETH ISRAEL LAHEY HEALTH SPECIALTY CARE F/K/A NORTHEAST MEDICAL PRACTICE. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF BETH ISRAEL LAHEY HEALTH SPECIALTY CARE F/K/A NORTHEAST MEDICAL PRACTICE. AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER SENIOR EXECUTIVES IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BILH BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION.
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, BETH ISRAEL LAHEY HEALTH, INC. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, LAHEY CLINIC FOUNDATION, INC. 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, SENIOR MANAGEMENT AND DEFINED MEDICAL STAFF, THE JORDAN HEALTH SYSTEMS, INC. 457(F) DEFERRED COMPENSATION PLAN. IN ADDITION, DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THESE ADDITIONAL IRC 457(B) PLANS AND BENEFITS FROM PARTICIPATING IN ONE OF THESE PLANS IS ALSO REPORTED IN THIS FORM 990: ANNA JAQUES HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, BETH ISRAEL DEACONESS HOSPITAL MILTON 457(B) PLAN, BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN, BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, LAHEY CLINIC FOUNDATION, INC. 457(B) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, SENIOR MANAGEMENT AND DEFINED MEDICAL STAFF, MOUNT AUBURN HOSPITAL 457(B) DEFERRED COMPENSATION PLAN, NEW ENGLAND BAPTIST HOSPITAL 457(B) PLAN, THE JORDAN HEALTH SYSTEMS, INC. ELIGIBLE DEFERRED COMPENSATION PLAN, WINCHESTER HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, EXETER HEALTH RESOURCES, INC. 457(B) RETIREMENT SAVINGS PLAN, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 457(B) DEFERRED COMPENSATION PLAN. THESE PLANS ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS AND PURSUANT TO THE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS 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 SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES. DURING THE 2023 CALENDAR YEAR, BILH MAINTAINED EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, AND FOR THE BILH CEO AS NOTED ABOVE, THE FULL BILH BOARD OF TRUSTEES. ADDITIONAL INFORMATION IS INCLUDED IN THE EXPLANATORY NOTES TO THIS SCHEDULE J.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES:
DIRECTORS AND TRUSTEES SERVE WITHOUT COMPENSATION: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW. REPORTING PERIOD: AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THE FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024 IS CALENDAR YEAR 2023 COMPENSATION. COMPENSATION SOURCES: COMPENSATION REPORTED FOR INDIVIDUALS MAY INCLUDE COMPENSATION PAID BY THE REPORTING ENTITY, AN AFFILIATE OF THE REPORTING ENTITY AND IN SOME CASES UNRELATED ENTITIES AS REQUIRED BY FORM 990. REPORTABLE COMPENSATION: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION: OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: ORDINARY WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER SUBSIDIZED PARKING; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE. DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401(K) RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403(B) RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE, AMONG OTHER THINGS, AMOUNTS FROM ONE OR MORE OF THE FOLLOWING NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW.
SCHEDULE J FOOTNOTES (CONTINUED):
ARSENIAN, M.D. MICHAEL A - CARDIOLOGIST - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) BEAUMIER, GREGORY UNLESS OTHERWISE NOTED BELOW, MR. BEAUMIER HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2024: CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION CHIEF FINANCIAL OFFICER - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. O TERM BEGAN ON OCTOBER 1, 2023 CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. O TERM BEGAN ON APRIL 7, 2024 CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. O TERM BEGAN ON APRIL 7, 2024 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MR. BEAUMIER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $15,000. BUI, M.D., ROSA - PHYSICIAN, GASTROENTEROLOGY - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) CONNELLY, CPA, MBA, MICHAEL DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, MR. CONNELLY HELD THE FOLLOWING POSITIONS: CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER - LAHEY CLINIC, INC. CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. FORMER INTERIM CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) FORMER INTERIM CHIEF FINANCIAL OFFICER - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) FORMER INTERIM CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. ELVANIDES, HARRY S - PHYSICIAN, GASTROENTEROLOGY - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) CONNORS, LAURIE VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NORTHEAST BEHAVIORAL HEALTH CORPORATION VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NORTHEAST SENIOR HEALTH CORPORATION VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) OTHER REPORTABLE COMPENSATION FOR MS. CONNORS INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $9,625. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. FIELDS, M.D., ROBERT UNLESS OTHERWISE NOTED BELOW, DR. FIELDS HELD THE FOLLOWING POSITIONS DURING FISCAL YEAR ENDING SEPTEMBER 30, 2024: EXECUTIVE VICE PRESIDENT, CHIEF CLINICAL OFFICER - BETH ISRAEL LAHEY HEALTH, INC. TRUSTEE (CEO DESIGNEE) - CAB HEALTH AND RECOVERY SERVICES, INC. O TERM BEGAN ON OCTOBER 31, 2023 TRUSTEE (CEO DESIGNEE) - HEALTH AND EDUCATION HOUSING SERVICES, INC. O TERM BEGAN ON OCTOBER 31, 2023 TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - NORTHEAST BEHAVIORAL HEALTH CORPORATION O TERM BEGAN ON OCTOBER 31, 2023 CHAIR & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. O TERM BEGAN ON MARCH 4, 2024 PRESIDENT, BOARD CHAIR & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. O TERM BEGAN ON MARCH 29, 2024 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 O TERM BEGAN ON MARCH 29, 2024 PRESIDENT, BILH PRIMARY CARE NETWORK - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) O TERM BEGAN ON MARCH 29, 2024 PRESIDENT BILH PRIMARY CARE NETWORK - MOUNT AUBURN PROFESSIONAL SERVICES, INC. O TERM BEGAN ON MARCH 29, 2024 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. AS REPORTED IN THE PRIOR FORM 990, DR. FIELDS COMMENCED HIS POSITION AS EXECUTIVE VICE PRESIDENT AND CHIEF CLINICAL OFFICER FOR BETH ISRAEL LAHEY HEALTH ON MARCH 13, 2023. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR TEMPORARY HOUSING IN THE AMOUNT OF $70,190. FISHMAN, AARON UNLESS OTHERWISE NOTED MR. FISHMAN SERVED IN THE FOLLOWING ROLES DURING THE PERIOD ENDED SEPTEMBER 30, 2024: MR. FISHMAN'S TERM BEGAN IN THE FOLLOWING POSITIONS ON MARCH 10, 2024: . CHIEF FINANCIAL OFFICER - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) ASSISTANT TREASURER, TRUSTEE, & CHIEF FINANCIAL OFFICER - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. ASSISTANT TREASURER & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP CHIEF FINANCIAL OFFICER - COMMUNITY PHYSICIANS ASSOCIATES, INC. MR. FISHMAN'S TERM ENDED IN THE FOLLOWING POSITIONS ON MARCH 9, 2024: ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - MOUNT AUBURN HOSPITAL ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - MOUNT AUBURN PROFESSIONAL SERVICES, INC. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DEFERRED COMPENSATION IN THE AMOUNT OF $30,000 IS INCLUDED IN THIS FILING FOR MR. FISHMAN. THAT AMOUNT RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2023, WAS NOT FUNDED, WAS NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. GENDREAU M.D., MARK UNLESS OTHERWISE STATED, DR. GENDREAU SERVED IN THE FOLLOWING POSITIONS DURING THE PERIOD ENDING SEPTEMBER 30, 2024: CHIEF MEDICAL OFFICER - ANNA JAQUES HOSPITAL, INC. O TERM BEGAN ON APRIL 21, 2024 SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - NORTHEAST HOSPITAL CORPORATION CHIEF MEDICAL OFFICER, SPECIALTY CARE - 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 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. GENDREAU INCLUDES A CASH PAYMENT RELATED TO RETIREMENT IN THE AMOUNT OF $13,700.
SCHEDULE J FOOTNOTES (CONTINUED):
HWANG, JOSEPH CHIEF OPERATING OFFICER, - ANNA JAQUES HOSPITAL, INC. O TERM BEGAN ON APRIL 21, 2024 CHIEF OPERATING OFFICER - NORTHEAST HOSPITAL CORPORATION CHIEF OPERATING OFFICER, BEVERLY SPECIALTY CARE - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) UNLESS OTHERWISE STATED, MR. HWANG SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR TEMPORARY HOUSING AND MOVING EXPENSES IN THE AMOUNTS OF $53,820. JOHNSON, M.D., M.S., FACP, ELIZABETH H. UNLESS OTHERWISE NOTED BELOW, DR. JOHNSON'S TERM ENDED IN THE FOLLOWING POSITIONS ON JUNE 28, 2024: PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK BETH ISRAEL LAHEY HEALTH, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - LAHEY CLINIC, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER 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 PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - MOUNT AUBURN PROFESSIONAL SERVICES, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH 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 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $49,390 JOHNSTON, MELISSA UNLESS OTHERWISE STATED, MS. JOHNSTON SERVED IN THE FOLLOWING ROLES DURING THE PERIOD ENDING SEPTEMBER 30, 2024: CHIEF OPERATING OFFICER, NORTHERN REGION - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. CHIEF OPERATING OFFICER - 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 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J KATZ, J.D., JAMIE UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: GENERAL COUNSEL AND CLERK (EX-OFFICIO), - BETH ISRAEL LAHEY HEALTH, INC. CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL CLERK (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. CLERK - COMMUNITY PHYSICIANS ASSOCIATES, INC. CLERK - BID - MILTON PHYSICIAN ASSOCIATES, INC. CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. CLERK - JORDAN PHYSICIAN ASSOCIATES, INC. CLERK - THE JORDAN HEALTH SYSTEMS, INC. CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL CLERK - SEACOAST AFFILIATED GROUP PRACTICE, INC. TRUSTEE AND CLERK (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. TRUSTEE AND CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND CLERK (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. TRUSTEE AND CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. CLERK - WINCHESTER HEALTHCARE MANAGEMENT, INC. CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. CLERK - LAHEY CLINIC, INC. CLERK - LAHEY CLINIC HOSPITAL, INC.D/B/A LAHEY HOSPITAL & MEDICAL CENTER CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) TRUSTEE AND CLERK - CAB HEALTH AND RECOVERY SERVICES, INC. TRUSTEE AND CLERK - HEALTH AND EDUCATION HOUSING SERVICES, INC. CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL CLERK - JOSLIN CLINIC, INC. CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. CLERK (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. CLERK - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. CLERK (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. CLERK - EXETER HOSPITAL, INC. CLERK (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $76,930. IN ADDITION, MR. KATZ OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $29,355.
SCHEDULE J FOOTNOTES (CONTINUED):
LOUGHERY, M.D., EDWARD - CARDIOLOGIST - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) REINHOLD, M.D., MBA, LARS-ERIC ASSOCIATE CHIEF MEDICAL OFFICER, NORTHERN REGION BILH PRIMARY CARE - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) ASSOCIATE CHIEF MEDICAL OFFICER, NORTHERN REGION BILH PRIMARY CARE - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. MR. REINHOLD SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, UNLESS OTHERWISE STATED. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. RIOS, CINDY MS. RIOS SERVED IN THE FOLLOWING POSITIONS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2024: EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. TRUSTEE & TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. TREASURER - BID - MILTON PHYSICIAN ASSOCIATES, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. TREASURER - JOSLIN CLINIC, INC. TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. TREASURER - THE JORDAN HEALTH SYSTEMS, INC. TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. TREASURER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER TREASURER - LAHEY CLINIC, INC. TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE & TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TRUSTEE & TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. TRUSTEE & TREASURER - LAHEY HEALTH SHARED SERVICES, INC. TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING & REHABILITATION CENTER, INC. TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. TREASURER - EXETER HOSPITAL, INC. TREASURER - EXETER MED REAL, INC. TRUSTEE & TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOC AND HOSPICE TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DEFERRED COMPENSATION IN THE AMOUNT OF $125,000 RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2023, WAS NOT FUNDED, WAS NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. IN ADDITION, DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $52,757.
SCHEDULE J FOOTNOTES (CONTINUED):
SANDS, TOM UNLESS OTHERWISE NOTED BELOW, MR. SANDS HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: INTERIM DIVISIONAL PRESIDENT, COMMUNITY - BETH ISRAEL LAHEY HEALTH, INC. O TERM BEGAN ON DECEMBER 10, 2023 PRESIDENT AND TRUSTEE (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND PRESIDENT - NORTHEAST MEDICAL PRACTICE (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) TRUSTEE - ADDISON GILBERT SOCIETY, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DEFERRED COMPENSATION IN THE AMOUNT OF $181,500 RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2023, WAS NOT FUNDED, WAS NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990. IN ADDITION, MR. SANDS' DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $29,280. SHIN, M.D., REUBEN LAPROSCOPIC AND ROBOTIC SURGEON - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) SNEVA, JEB DURING THE FISCAL PERIOD ENDING SEPTEMBER 30, 2024, MR. SNEVA'S TERM ENDED IN THE FOLLOWING POSITONS ON NOVEMBER 17, 2023: CHIEF FINANCIAL OFFICER, ASSISTANT TREASURER & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. ASSISTANT TREASURER & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP CHIEF FINANCIAL OFFICER, BILHPC - COMMUNITY PHYSICIANS ASSOCIATES, INC. CHIEF FINANCIAL OFFICER, BILHPC - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) CHIEF FINANCIAL OFFICER, BILHPC - SEACOAST AFFILIATED GROUP PRACTICE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION OTHER REPORTABLE COMPENSATION FOR MR. SNEVA INCLUDES SEVERANCE PAYMENTS RECEIVED IN 2023 AND TEMPORARY HOUSING IN THE AMOUNT OF $18,462, AND $43,207, RESPECTIVELY. DEFERRED COMPENSATION FOR MR. SNEVA INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $101,538 TO BE PAID AFTER DECEMBER 31, 2023. ST. PIERRE, LESLIE EXECUTIVE DIRECTOR BETH ISRAEL LAHEY HEALTH PRIMARY CARE NORTHERN REGION & PRACTICE INTEGRATION - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. EXECUTIVE DIRECTOR BETH ISRAEL LAHEY HEALTH PRIMARY CARE NORTHERN REGION & PRACTICE INTEGRATION - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) OTHER INCENTIVE COMPENSATION INCLUDES CERTAIN MILESTONE PAYMENTS RECEIVED DURING 2023 IN THE AMOUNT OF $24,480. STANSKY, KATHLEEN J. MS. STANSKY SERVED IN THE POSITIONS BELOW FROM NOVEMBER 20, 2023 TO MARCH 5, 2024 DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2024. INTERIM CHIEF FINANCIAL OFFICER, BILH PRIMARY CARE - COMMUNITY PHYSICIANS ASSOCIATES, INC. ASSISTANT TREASURER & TRUSTEE (EX-OFFICIO); INTERIM CHIEF FINANCIAL OFFICER; DIRECTOR, FINANCIAL PLANNING AND ANALYSIS - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. ASSISTANT TREASURER & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP INTERIM CHIEF FINANCIAL OFFICER, BILH PRIMARY CARE - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) UNLESS OTHERWISE NOTED, MS. STANSKY SERVED IN THE POSITIONS ABOVE FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2024. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J.

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.

  • 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

    MRI SERVICES · 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 · MANAGEMENT SERVICES · MA

  • WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC

    C · INACTIVE · MA

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202512279349302686

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