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Nonprofiteer
← NEW ENGLAND BAPTIST HOSPITAL

Form 990 for tax year 2024

Filed by NEW ENGLAND BAPTIST HOSPITAL.

Totals

Total revenue
$201,732,216
Total expenses
$219,959,881
Contributions and grants received
$6,106,984
Grants paid
$506,415
Program services expenses (Part IX)
$191,428,931
Management and general expenses
$27,791,095
Fundraising expenses
$739,855
Program service expenses (Part III)
$191,428,931

Program services were 87.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HEALY PETER

    TTEE (EXO) (DIV PRES, METRO BOSTON)

    Total calculated
    $1,456,880
    From this org
    $0
    From related orgs
    $1,396,570
    Other
    $60,310
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,189,163 related
    Bonus
    $0 + $63,138 related
    Other
    $0 + $144,269 related
    Deferred
    $0 + $19,830 related
    Nontaxable benefits
    $0 + $40,480 related
    Filer's total
    $0 + $1,456,880 related
  • MATTINGLY MD DAVID

    TTEE EXOFF; SURG CHIEF & ORTHO CHAIR

    Total calculated
    $1,366,362
    From this org
    $0
    From related orgs
    $1,331,613
    Other
    $34,749
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $920,486 related
    Bonus
    $0 + $402,000 related
    Other
    $0 + $9,127 related
    Deferred
    $0 + $6,900 related
    Nontaxable benefits
    $0 + $27,849 related
    Filer's total
    $0 + $1,366,362 related
  • SMITH MD ERIC

    TTEE (EX-OFF) (CHAIR, ORTHOPEDICS)

    Total calculated
    $1,150,608
    From this org
    $1,130,396
    From related orgs
    $0
    Other
    $20,212
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $897,496
    Bonus
    $230,000
    Other
    $2,900
    Deferred
    $16,365
    Nontaxable benefits
    $3,847
    Filer's total
    $1,150,608
  • PASSAFARO DAVID

    PRESIDENT & TRUSTEE (EX-OFFICIO)

    Total calculated
    $706,962
    From this org
    $679,545
    From related orgs
    $0
    Other
    $27,417
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $534,295
    Bonus
    $80,000
    Other
    $65,250
    Deferred
    $23,130
    Nontaxable benefits
    $4,287
    Filer's total
    $706,962
  • BASILICO MD FACC FREDERICK C

    TTEE EX-OFF; CHIEF PHYS, MED/CARDIO

    Total calculated
    $631,574
    From this org
    $0
    From related orgs
    $601,330
    Other
    $30,244
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $598,116 related
    Bonus
    $0
    Other
    $0 + $3,214 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $30,244 related
    Filer's total
    $0 + $631,574 related
  • CRUZ-GERVIS MD ROBERTO

    TTEE EXO; MED STFF PRES/CHF HOSP SVC

    Total calculated
    $505,235
    From this org
    $0
    From related orgs
    $461,407
    Other
    $43,828
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,369 related
    Bonus
    $0
    Other
    $0 + $2,038 related
    Deferred
    $0 + $17,296 related
    Nontaxable benefits
    $0 + $26,532 related
    Filer's total
    $0 + $505,235 related
  • HOLLENBECK MD BRIAN

    TTEE (EX-OFF),SRVP,CMO CHF,INFCT DIS

    Total calculated
    $499,126
    From this org
    $0
    From related orgs
    $452,815
    Other
    $46,311
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,169 related
    Bonus
    $0 + $11,790 related
    Other
    $0 + $2,856 related
    Deferred
    $0 + $15,359 related
    Nontaxable benefits
    $0 + $30,952 related
    Filer's total
    $0 + $499,126 related
  • SMITH RN MS MARY SULLIVAN

    TTEE EX-OFF/INT PRES; SVP, COO & CNO

    Total calculated
    $498,025
    From this org
    $466,846
    From related orgs
    $0
    Other
    $31,179
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $445,734
    Bonus
    $15,001
    Other
    $6,111
    Deferred
    $24,301
    Nontaxable benefits
    $6,878
    Filer's total
    $498,025
  • BACHMAN JOHN JEB

    TRUSTEE AND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • COLLINS CHRISTOPHER

    TRUSTEE AND CHAIR

    Total calculated
    $0
    Hours/week
    1
  • GALBRAITH MBA FACHE KATIE

    PRESIDENT & TRUSTEE (EX-OFFICIO)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ALBANESE JOSEPH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • BARKER ESQ THOMAS R

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • CAHILL GREGORY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JACKSON JOHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • KARUSH JONATHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • KIGIN COLLEEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • KRONCKE BARBARA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • NAGER NANCY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • OHAEGBALUM MD CHIMA

    TTEE EXOF; PRES MED STAFF; NEUROSRGN

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • RICHARDS II ANTHONY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • WILLIAMS JUDENE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • TABB MD KEVIN

    CEO (EX-OFF) (CEO, BILH)

    Total calculated
    $4,734,371
    From this org
    $0
    From related orgs
    $3,665,891
    Other
    $1,068,480
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,267,647 related
    Bonus
    $0 + $1,000,000 related
    Other
    $0 + $398,244 related
    Deferred
    $0 + $1,021,480 related
    Nontaxable benefits
    $0 + $47,000 related
    Filer's total
    $0 + $4,734,371 related
  • RIOS CINDY

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

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

    Schedule J breakdown matched by us

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

    CLERK (EX-OFF); BILH GENERAL COUNSEL

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

    Schedule J breakdown matched by us

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

    TREAS EX-OF; BILH INTRM CFO/BSTN CFO

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

    Schedule J breakdown matched by us

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

    ASST TREAS EXOF & METRO BSTN MKT CFO

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

    Schedule J breakdown matched by us

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

    ASST CLERK (ASSOC GC BILH)

    Total calculated
    $244,512
    From this org
    $0
    From related orgs
    $197,092
    Other
    $47,420
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,809 related
    Bonus
    $0
    Other
    $0 + $283 related
    Deferred
    $0 + $12,087 related
    Nontaxable benefits
    $0 + $35,333 related
    Filer's total
    $0 + $244,512 related
  • GEVITZ ESQ KATHRYN

    ASST CLERK; ASSOC GEN COUNSEL, BILH

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

    Schedule J breakdown matched by us

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

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

    Total calculated
    $0
    Hours/week
    1 + 40 related
  • O'MALLEY RN MSN MBA ROSEMARY

    INTERIM CHIEF NURSING OFFICER

    Total calculated
    $277,230
    From this org
    $249,794
    From related orgs
    $0
    Other
    $27,436
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $248,001
    Bonus
    $0
    Other
    $1,793
    Deferred
    $1,000
    Nontaxable benefits
    $26,436
    Filer's total
    $277,230
  • GIORDANO RN VALERIE

    CHIEF OF STAFF AND VP, REAL ESTATE

    Total calculated
    $255,403
    From this org
    $223,011
    From related orgs
    $0
    Other
    $32,392
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $198,473
    Bonus
    $0
    Other
    $24,538
    Deferred
    $27,552
    Nontaxable benefits
    $4,840
    Filer's total
    $255,403
  • LEGASSIE PAIGE

    VP, HUMAN RESOURCES BUSINESS PARTNER

    Total calculated
    $200,408
    From this org
    $182,681
    From related orgs
    $0
    Other
    $17,727
    Hours/week
    55 + 2 related

    Schedule J breakdown matched by us

    Base
    $177,860
    Bonus
    $0
    Other
    $4,821
    Deferred
    $5,262
    Nontaxable benefits
    $12,465
    Filer's total
    $200,408
  • WARD MD DANIEL

    CHIEF, DIVISION OF ARTHROPLASTY

    Total calculated
    $1,530,925
    From this org
    $1,468,531
    From related orgs
    $0
    Other
    $62,394
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $699,110
    Bonus
    $766,000
    Other
    $3,421
    Deferred
    $31,730
    Nontaxable benefits
    $30,664
    Filer's total
    $1,530,925
  • MATEJKA MD JAN P

    ANESTHESIOLOGIST

    Total calculated
    $675,933
    From this org
    $593,834
    From related orgs
    $0
    Other
    $82,099
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $532,179
    Bonus
    $22,000
    Other
    $39,655
    Deferred
    $34,500
    Nontaxable benefits
    $47,599
    Filer's total
    $675,933
  • PATEL MD SAMIR

    ANESTHESIOLOGIST

    Total calculated
    $632,214
    From this org
    $571,220
    From related orgs
    $0
    Other
    $60,994
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $497,558
    Bonus
    $42,600
    Other
    $31,062
    Deferred
    $34,500
    Nontaxable benefits
    $26,494
    Filer's total
    $632,214
  • HAYEK MD JIHAD JAY

    CHAIR, DEPARTMENT OF PATHOLOGY

    Total calculated
    $428,186
    From this org
    $389,807
    From related orgs
    $0
    Other
    $38,379
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $384,824
    Bonus
    $0
    Other
    $4,983
    Deferred
    $11,507
    Nontaxable benefits
    $26,872
    Filer's total
    $428,186
  • IDE RN PATRICIA

    EXEC DIRECTOR QUALITY/PATIENT SAFETY

    Total calculated
    $293,587
    From this org
    $252,184
    From related orgs
    $0
    Other
    $41,403
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $250,494
    Bonus
    $0
    Other
    $1,690
    Deferred
    $13,183
    Nontaxable benefits
    $28,220
    Filer's total
    $293,587

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

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

Answered no

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

The filer's explanations (Part III)

PART I, LINE 3
NEW ENGLAND BAPTIST 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 NEW ENGLAND BAPTIST HOSPITAL. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF NEW ENGLAND BAPTIST 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):
BASILICO, MD, FACC, FREDERICK C. DR. BASILICO HELD THE FOLLOWING POSITIONS UNTIL DECEMBER 31, 2024: - PRESIDENT, TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO); CHIEF PHYSICIAN, MEDICINE/CARDIOLOGY - NEW ENGLAND BAPTIST HOSPITAL 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. CRUZ-GERVIS, M.D., ROBERTO DR. CRUZ-GERVIS HELD THE FOLLOWING POSITIONS UNTIL MARCH 9, 2025: - CHAIR & TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO); PRESIDENT, MEDICAL STAFF AND CHIEF, HOSPITALIST SERVICES - NEW ENGLAND BAPTIST HOSPITAL 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. GALBRAITH, MBA, FACHE, KATIE MS. GALBRAITH BEGAN SERVING IN THE FOLLOWING ROLES ON AUGUST 18, 2025: - PRESIDENT AND TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. ACCORDINGLY, SINCE DR. WYLIE DID NOT BEGIN SERVING IN HER POSITIONS UNTIL CALENDAR YEAR 2025, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. GEVITZ, ESQ., KATHRYN - ASSOCIATE GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - ASSISTANT CLERK (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - ASSISTANT CLERK (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL - TERM BEGAN MARCH 1, 2025 MS. GEVITZ SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. GIORDANO, RN, VALERIE - CHIEF OF STAFF AND VICE PRESIDENT, REAL ESTATE - NEW ENGLAND BAPTIST HOSPITAL MS. GIORDANO 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. HAYEK, M.D., JIHAD (JAY) - CHAIR, DEPARTMENT OF PATHOLOGY - NEW ENGLAND BAPTIST HOSPITAL DR. HAYEK 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. HEALY, PETER UNLESS OTHERWISE NOTED BELOW, MR. HEALY HELD THE POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIVISIONAL PRESIDENT, METRO BOSTON BETH ISRAEL LAHEY HEALTH, INC. - PRESIDENT & TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) AND CO-CHAIR - CARL SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL ANAESTHESIA FOUNDATION, INC. - DIRECTOR (EX-OFFICIO) (NON-VOTING) - BETH ISRAEL DERMATOLOGY FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) MOUNT AUBURN HOSPITAL - TRUSTEE (EX-OFFICIO) (CEO DESIGNEE) JOSLIN DIABETES CENTER, INC. - TRUSTEE JOSLIN CLINIC, INC. MR. HEALY SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. HEALY INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $106,547. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MR. HEALY ALSO INCLUDES PAYMENTS IN THE AMOUNT OF $15,222 FOR GROUP TERM LIFE INSURANCE. 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.
SCHEDULE J FOOTNOTES (CONTINUED):
- 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. HOLLENBECK, M.D., BRIAN - TRUSTEE (EX-OFFICIO) SENIOR VICE PRESIDENT, CHIEF MEDICAL OFFICER, & CHIEF, SECTION OF INFECTIOUS DISEASES - NEW ENGLAND BAPTIST HOSPITAL - PRESIDENT, CHAIR, & TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - TERM BEGAN JANUARY 1, 2025 DR. HOLLENBECK SERVED IN THE POSITIONS ABOVE DURING THE FULL 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. IDE, R.N., PATRICIA - EXECUTIVE DIRECTOR QUALITY/PATIENT SAFETY - NEW ENGLAND BAPTIST HOSPITAL MS. IDE 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. 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. LEGASSIE, PAIGE MS. LEGASSIE SERVED IN THE FOLLOWING POSITIONS BELOW DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM BEGAN MARCH 9, 2025 - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NEW ENGLAND BAPTIST HOSPITAL - TERM ENDED ON MARCH 9, 2025 - SECRETARY & TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - TERM ENDED ON MARCH 9, 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. MATEJKA, M.D., JAN P - ANESTHESIOLOGIST - NEW ENGLAND BAPTIST HOSPITAL DR. MATEJKA SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENT FOR OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNT OF $16,655 MATTINGLY, M.D., DAVID DR. MATTINGLY SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE (EX-OFFICIO); CHAIR OF ORTHOPEDICS; CHIEF SURGEON - NEW ENGLAND BAPTIST HOSPITAL - TERM ENDED ON SEPTEMBER 1, 2025 - TRUSTEE; CHAIR OF ORTHOPEDICS - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - TERM ENDED ON SEPTEMBER 30, 2025 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION.
SCHEDULE J FOOTNOTES (CONTINUED):
BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. O'MALLEY, RN, MSN, MBA, ROSEMARY MS. O'MALLEY SERVED IN THE FOLLOWING POSITION BEGINNING ON SEPTEMBER 21, 2025. - INTERIM CHIEF NURSING OFFICER NEW ENGLAND BAPTIST HOSPITAL AS NOTED ABOVE, MS. O'MALLEY BEGAN IN THE ROLE ABOVE AND THEREFORE AS A KEY EMPLOYEE DURING CALENDAR YEAR 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED IN THIS FILING IS CALENDAR YEAR 2024 COMPENSATION. AS SUCH, THERE IS NO COMPENSATION REPORTED FOR MS. O'MALLEY IN THIS FILING. PASSAFARO, DAVID - PRESIDENT & TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. MR. PASSAFARO SERVED IN THE POSITIONS ABOVE UNTIL APRIL 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. PASSAFARO INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $80,000. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $21,145. IN ADDITION, OTHER REPORTABLE COMPENSATION FOR MR. PASSAFARO INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $21,605. PATEL, M.D., SAMIR - ANESTHESIOLOGIST - NEW ENGLAND BAPTIST HOSPITAL DR. PATEL 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. 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. SMITH, M.D., ERIC - TRUSTEE (EX-OFFICIO) & CHAIR, ORTHOPEDICS SURGEON - NEW ENGLAND BAPTIST HOSPITAL DR. SMITH SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. SMITH, MBA, BRIAN MR. SMITH SERVED IN THE FOLLOWING POSITIONS ABOVE FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2025. - MARKET CHIEF FINANCIAL OFFICER, METRO BOSTON BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - NEW ENGLAND BAPTIST HOSPITAL - TREASURER, TRUSTEE (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - MOUNT AUBURN HOSPITAL - ASSISTANT TREASURER (EX-OFFICIO) & CHIEF FINANCIAL OFFICER - MOUNT AUBURN PROFESSIONAL SERVICES, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. SMITH, RN., MS., MARY SULLIVAN - TRUSTEE (EX-OFFICIO) AND INTERIM PRESIDENT, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF NURSING OFFICER - NEW ENGLAND BAPTIST HOSPITAL. MS. SULLIVAN SMITH SERVED AS TRUSTEE, CHIEF OPERATING OFFICER AND CHIEF NURSING OFFICER OF NEW ENGLAND BAPTISTS HOSPITAL UNTIL HER RETIREMENT ON SEPTEMBER 19, 2025. IN ADDITION, SHE SERVED AS INTERIM PRESIDENT FROM MAY 1, 2025 TO AUGUST 17, 2025. - TRUSTEE (EX-OFFICIO) - NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, INC. - MS. SMITH SERVED IN THE ABOVE ROLE FROM MAY 1, 2025 TO AUGUST 17, 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. 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
SCHEDULE J FOOTNOTES (CONTINUED):
-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. TIMKO, ESQ., APRIL - ASSOCIATE GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT CLERK (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TERM ENDED FEBRUARY 28, 2025 MS. TIMKO SERVED IN THE FOLLOWING POSITIONS ABOVE DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025. SHE CONTINUES IN HER ROLE AS ASSOCIATE GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH, 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. WARD, MD., DANIEL - CHIEF, DIVISION OF ARTHROPLASTY - NEW ENGLAND BAPTIST HOSPITAL AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J.

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

Grants on this return

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.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.5
Source object
202642269349303554

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