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Nonprofiteer
← ANNA JAQUES HOSPITAL

Form 990 for tax year 2024

Filed by ANNA JAQUES HOSPITAL.

Totals

Total revenue
$141,857,289
Total expenses
$157,831,889
Contributions and grants received
$1,527,501
Grants paid
$100,724
Program service revenue
$135,962,029
Investment income
$690,883
Other revenue
$3,676,876
Total assets, end of year
$114,361,855
Total liabilities, end of year
$120,162,257
Net assets or fund balances, end of year
-$5,800,402
Program services expenses (Part IX)
$136,610,608
Management and general expenses
$20,742,108
Fundraising expenses
$479,173
Program service expenses (Part III)
$136,610,608

Program services were 86.6% 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.

  • 1c · Fundraising events

    $165,752

  • 1f · All other contributions, gifts and grants

    $1,361,749

  • 1g · Noncash contributions included above

    $199,782

  • 2a · Program service revenue: INPATIENT CARE NPSR

    total $59,042,987 · related or exempt $59,042,987

  • 2b · Program service revenue: OUTPATIENT CARE NPSR

    total $55,023,500 · related or exempt $55,023,500

  • 2c · Program service revenue: EMERGENCY CARE NPSR

    total $12,404,676 · related or exempt $12,404,676

  • 2d · Program service revenue: OUTPATIENT LAB NPSR

    total $6,806,869 · related or exempt $6,585,290 · unrelated business $221,579

  • 2e · Program service revenue: SERVICES TO AFFILIATES

    total $2,627,597 · related or exempt $2,627,597

  • 2f · All other program service revenue

    total $56,400 · excluded $56,400

  • 3 · Investment income

    total $690,883 · excluded $690,883

  • 6a · Gross rents

    real property $289,961

  • 6b · Less rental expenses

    real property $37,237

  • 6c · Rental income or loss

    real property $252,724

  • 6d · Net rental income or loss

    total $252,724 · unrelated business $28,925 · excluded $223,799

  • 8a · Fundraising events: gross income

    $74,596

  • 8a · Fundraising events: contributions included on line 1c

    $165,752

  • 8b · Fundraising events: direct expenses

    $26,546

  • 8c · Net income from fundraising events

    total $48,050 · excluded $48,050

  • 11a · Other revenue: REBATES AND REFUNDS

    total $1,204,773 · related or exempt $1,204,773

  • 11b · Other revenue: FEDERAL RECOVERY

    total $1,117,500 · related or exempt $1,117,500

  • 11c · Other revenue: CAFETERIA & GIFT SHOP

    total $626,181 · excluded $626,181

  • 11d · All other revenue

    total $427,648 · related or exempt $427,648

  • 11e · Other revenue, total

    $3,376,102

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $100,724 · program services $100,724

  • 5 · Compensation of officers, directors and key employees

    total $1,097,783 · program services $1,038,786 · management and general $58,997

  • 6 · Compensation of disqualified persons

    total $817,690 · program services $773,745 · management and general $43,945

  • 7 · Other salaries and wages

    total $57,517,720 · program services $54,426,587 · management and general $3,091,133

  • 8 · Pension plan contributions

    total $2,273,597 · program services $2,151,409 · management and general $122,188

  • 9 · Other employee benefits

    total $7,563,693 · program services $7,157,203 · management and general $406,490

  • 10 · Payroll taxes

    total $4,634,485 · program services $4,385,417 · management and general $249,068

  • 11a · Fees: management

    total $17,424,486 · program services $3,884,132 · management and general $13,068,365 · fundraising $471,989

  • 11d · Fees: lobbying

    total $78,800 · management and general $78,800

  • 11e · Fees: professional fundraising services

    total $7,184 · fundraising $7,184

  • 11g · Fees: other

    total $21,400,196 · program services $21,109,540 · management and general $290,656

  • 13 · Office expenses

    total $380,471 · program services $367,692 · management and general $12,779

  • 16 · Occupancy

    total $7,748,475 · program services $5,530,188 · management and general $2,218,287

  • 17 · Travel

    total $14,574 · program services $14,574

  • 20 · Interest

    total $471,243 · program services $471,243

  • 22 · Depreciation, depletion and amortization

    total $6,549,624 · program services $5,763,669 · management and general $785,955

  • 23 · Insurance

    total $766,405 · program services $766,405

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $15,570,891 · program services $15,570,891

  • 24b · Other expenses: PHARMACEUTICALS

    total $7,406,079 · program services $7,406,079

  • 24c · Other expenses: OTHER EXPENSES

    total $2,404,586 · program services $2,243,290 · management and general $161,296

  • 24d · Other expenses: MEDICAID & HSN ASSESSME

    total $2,395,113 · program services $2,395,113

  • 24e · All other expenses

    total $1,208,070 · program services $1,053,921 · management and general $154,149

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,997,684 · end of year $6,796,337

  • 3 · Pledges and grants receivable

    beginning of year $786,265 · end of year $794,507

  • 4 · Accounts receivable

    beginning of year $15,641,544 · end of year $14,434,043

  • 8 · Inventories for sale or use

    beginning of year $6,002,317 · end of year $6,293,893

  • 9 · Prepaid expenses and deferred charges

    beginning of year $465,132 · end of year $290,237

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

    $81,228,397

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

    $37,218,478

  • 10c · Land, buildings and equipment, net

    beginning of year $36,693,056 · end of year $44,009,919

  • 11 · Investments: publicly traded securities

    beginning of year $17,899,419 · end of year $18,705,433

  • 12 · Investments: other securities

    beginning of year $6,241,732 · end of year $6,399,982

  • 15 · Other assets

    beginning of year $18,170,068 · end of year $16,637,504

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,508,580 · end of year $13,324,249

  • 19 · Deferred revenue

    beginning of year $288,461 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $15,766,185 · end of year $16,463,752

  • 25 · Other liabilities

    beginning of year $76,519,462 · end of year $90,374,256

  • 27 · Net assets without donor restrictions

    beginning of year -$14,858,951 · end of year -$24,502,223

  • 28 · Net assets with donor restrictions

    beginning of year $16,673,480 · end of year $18,701,821

Mission and programs · 2024

Mission

SEE SCHEDULE O.

  • SEE SCHEDULE O

    Expenses $136,610,608 · Grants $100,724 · Revenue $138,433,971

  • SEE SCHEDULE O

  • SEE SCHEDULE O

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

Listed in Part VII

  • Shorett Peter

    TTEE(CEO DESIG) (SR EVP & COO, BILH)

    Total calculated
    $1,471,471
    From this org
    $0
    From related orgs
    $1,416,456
    Other
    $55,015
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,291,282 related
    Bonus
    $0
    Other
    $0 + $125,174 related
    Deferred
    $0 + $14,880 related
    Nontaxable benefits
    $0 + $40,135 related
    Filer's total
    $0 + $1,471,471 related
  • Sands Tom

    PRES & TTEE EXOF; MKT PRES; NHC PRES

    Total calculated
    $1,309,691
    From this org
    $0
    From related orgs
    $1,234,409
    Other
    $75,282
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $643,215 related
    Bonus
    $0 + $558,815 related
    Other
    $0 + $32,379 related
    Deferred
    $0 + $45,877 related
    Nontaxable benefits
    $0 + $29,405 related
    Filer's total
    $0 + $1,309,691 related
  • Focht MD Glenn

    PRESIDENT & TRUSTEE (EX-OFFICIO)

    Total calculated
    $1,097,783
    From this org
    $533,959
    From related orgs
    $0
    Other
    $563,824
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $470,905
    Bonus
    $42,087
    Other
    $20,967
    Deferred
    $556,146
    Nontaxable benefits
    $7,678
    Filer's total
    $1,097,783
  • Naseer-Ghiasuddin MD Saira

    TTEE; PHYSICIAN, INTERNAL MEDICINE

    Total calculated
    $1,090,136
    From this org
    $0
    From related orgs
    $1,038,826
    Other
    $51,310
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $664,997 related
    Bonus
    $0 + $361,903 related
    Other
    $0 + $11,926 related
    Deferred
    $0 + $10,350 related
    Nontaxable benefits
    $0 + $40,960 related
    Filer's total
    $0 + $1,090,136 related
  • Pursley MD Dewayne M

    TTEE; (NEONAT CHIEF BIDMC/CHR HMFP)

    Total calculated
    $1,013,662
    From this org
    $0
    From related orgs
    $916,490
    Other
    $97,172
    Hours/week
    1 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $887,850 related
    Bonus
    $0
    Other
    $0 + $28,640 related
    Deferred
    $0 + $69,000 related
    Nontaxable benefits
    $0 + $28,172 related
    Filer's total
    $0 + $1,013,662 related
  • Kerr-Fernandez MD Jane

    TTEE (EX-OFF) (PRES, MEDICAL STAFF)

    Total calculated
    $317,425
    From this org
    $0
    From related orgs
    $272,202
    Other
    $45,223
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,017 related
    Bonus
    $0
    Other
    $0 + $4,185 related
    Deferred
    $0 + $6,841 related
    Nontaxable benefits
    $0 + $38,382 related
    Filer's total
    $0 + $317,425 related
  • Connolly Esq Grace Gonzalez

    TRUSTEE & CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Trim Jean

    TRUSTEE & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Allard Nate

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Cannon Patricia

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Clancy Mary Anne

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Corder Richard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Custodia-Lora Noemi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Felter Timothy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Hobbs-Everett Katrina

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Khatib Matt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lindner Christopher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Nadeau Nicole

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Pieniazek Matt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Purinton Elizabeth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Seymour MD Bridget

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Wiley Margaret

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • 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
  • Beaumier MBA CPA Mha Gregory

    ASST TREAS EX-OFF; MKT CFO, NHC/AJH

    Total calculated
    $392,858
    From this org
    $0
    From related orgs
    $357,433
    Other
    $35,425
    Hours/week
    1 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,693 related
    Bonus
    $0 + $57,931 related
    Other
    $0 + $30,809 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $35,425 related
    Filer's total
    $0 + $392,858 related
  • Boyd Esq Stephen

    ASST CLERK (DIV VP DEP GC COMM BILH)

    Total calculated
    $330,995
    From this org
    $0
    From related orgs
    $316,102
    Other
    $14,893
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,005 related
    Bonus
    $0
    Other
    $0 + $7,097 related
    Deferred
    $0 + $12,078 related
    Nontaxable benefits
    $0 + $2,815 related
    Filer's total
    $0 + $330,995 related
  • Herndon MBA CPA Fache Scott

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

    Total calculated
    $0
    Hours/week
    1 + 40 related
  • Popelka MD Andrew

    CHIEF MEDICAL OFFICER, AJH

    Total calculated
    $624,104
    From this org
    $0
    From related orgs
    $553,704
    Other
    $70,400
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,903 related
    Bonus
    $0 + $6,090 related
    Other
    $0 + $53,711 related
    Deferred
    $0 + $29,875 related
    Nontaxable benefits
    $0 + $40,525 related
    Filer's total
    $0 + $624,104 related
  • Hwang Joseph

    MARKET, CHIEF OPERATING OFFICER

    Total calculated
    $621,803
    From this org
    $0
    From related orgs
    $530,444
    Other
    $91,359
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,030 related
    Bonus
    $0 + $107,725 related
    Other
    $0 + $27,689 related
    Deferred
    $0 + $48,000 related
    Nontaxable benefits
    $0 + $43,359 related
    Filer's total
    $0 + $621,803 related
  • Gendreau MD Mark

    MARKET, CHIEF MEDICAL OFFICER

    Total calculated
    $605,404
    From this org
    $0
    From related orgs
    $567,652
    Other
    $37,752
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $468,500 related
    Bonus
    $0 + $83,103 related
    Other
    $0 + $16,049 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $37,752 related
    Filer's total
    $0 + $605,404 related
  • Perryman Mmhcrnnebc Kimberly

    MARKET, CHIEF NURSING OFFICER

    Total calculated
    $515,687
    From this org
    $0
    From related orgs
    $481,303
    Other
    $34,384
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $368,633 related
    Bonus
    $0 + $100,458 related
    Other
    $0 + $12,212 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $34,384 related
    Filer's total
    $0 + $515,687 related
  • Reilly Timothy

    VP, HUMAN RESOURCES BUSINESS PARTNER

    Total calculated
    $315,309
    From this org
    $0
    From related orgs
    $271,506
    Other
    $43,803
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,872 related
    Bonus
    $0 + $30,343 related
    Other
    $0 + $14,291 related
    Deferred
    $0 + $7,674 related
    Nontaxable benefits
    $0 + $36,129 related
    Filer's total
    $0 + $315,309 related
  • Bourne MD Katherine A

    ANESTHESIOLOGIST

    Total calculated
    $667,030
    From this org
    $586,613
    From related orgs
    $0
    Other
    $80,417
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $534,753
    Bonus
    $22,000
    Other
    $29,860
    Deferred
    $34,500
    Nontaxable benefits
    $45,917
    Filer's total
    $667,030
  • Kats MD Mark

    ANESTHESIOLOGIST

    Total calculated
    $660,706
    From this org
    $594,739
    From related orgs
    $0
    Other
    $65,967
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $567,028
    Bonus
    $17,600
    Other
    $10,111
    Deferred
    $34,500
    Nontaxable benefits
    $31,467
    Filer's total
    $660,706
  • Newsome-Levin Sandra

    VP, CHIEF QUALITY OFFICER

    Total calculated
    $276,281
    From this org
    $252,264
    From related orgs
    $0
    Other
    $24,017
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $207,655
    Bonus
    $39,301
    Other
    $5,308
    Deferred
    $8,919
    Nontaxable benefits
    $15,098
    Filer's total
    $276,281
  • Steele Patricia

    REGISTERED NURSE

    Total calculated
    $248,602
    From this org
    $204,782
    From related orgs
    $0
    Other
    $43,820
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $194,303
    Bonus
    $4,413
    Other
    $6,066
    Deferred
    $31,007
    Nontaxable benefits
    $12,813
    Filer's total
    $248,602
  • Matachun Mary-Jo

    REGISTERED NURSE

    Total calculated
    $217,700
    From this org
    $205,332
    From related orgs
    $0
    Other
    $12,368
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $199,449
    Bonus
    $5,638
    Other
    $245
    Deferred
    $0
    Nontaxable benefits
    $12,368
    Filer's total
    $217,700
  • Mulkern Nicole

    FMR ASST TREAS EX-OFF & INT ASST CFO

    Total calculated
    $219,588
    From this org
    $0
    From related orgs
    $206,043
    Other
    $13,545
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,101 related
    Bonus
    $0
    Other
    $0 + $7,942 related
    Deferred
    $0 + $2,158 related
    Nontaxable benefits
    $0 + $11,387 related
    Filer's total
    $0 + $219,588 related
  • Goldstein Mark

    FRMR PRES & TTEE (EX-OFF)

    Total calculated
    $184,071
    From this org
    $184,071
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $184,071
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $184,071
  • Kim Esq Grace

    FRMR AST CLERK; BILH AST GEN COUNSEL

    Total calculated
    $178,085
    From this org
    $0
    From related orgs
    $162,909
    Other
    $15,176
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $136,843 related
    Bonus
    $0
    Other
    $0 + $26,066 related
    Deferred
    $0 + $6,063 related
    Nontaxable benefits
    $0 + $9,113 related
    Filer's total
    $0 + $178,085 related
  • Ahern Sean

    FORMER CHIEF OPERATING OFFICER

    Total calculated
    $236,672
    From this org
    $211,959
    From related orgs
    $0
    Other
    $24,713
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $206,467
    Bonus
    $0
    Other
    $5,492
    Deferred
    $10,437
    Nontaxable benefits
    $14,276
    Filer's total
    $236,672
  • Bugallo-Muros Mariana

    FRMR INTERIM VP, HR BUSINESS PARTNER

    Total calculated
    $194,290
    From this org
    $194,290
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $161,000
    Bonus
    $0
    Other
    $33,290
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $194,290
  • Maki Dn RN Richard

    FORMER CHIEF NURSING OFFICER

    Total calculated
    $150,048
    From this org
    $150,048
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $150,048
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $150,048

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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1A
FROM TIME TO TIME AND UNDER CERTAIN CIRCUMSTANCES, ANNA JAQUES HOSPITAL, INC. OR ONE OF IT'S AFFILIATES MAY CHOOSE TO GROSS-UP A PAYMENT TO MAKE THE EMPLOYEE WHOLE FROM A TAX PERSPECTIVE. AS EXPLAINED FURTHER BELOW, ACROSS BILH THESE SITUATIONS ARE REVIEWED ON A CASE-BY-CASE BASIS AND THE COST OF ANY GROSS-UP IS CONSIDERED WHEN REVIEWING AN EMPLOYEE'S OVERALL COMPENSATION PACKAGE FOR REASONABLENESS. EXAMPLES OF THE TYPES OF EXPENSES WHICH MAY FALL INTO THIS CATEGORY ARE REIMBURSEMENT FOR RELOCATION AND TEMPORARY HOUSING.
PART I, LINE 3
ANNA JAQUES HOSPITAL, INC.'S CHIEF EXECUTIVE OFFICER AND PRESIDENT ARE EMPLOYED THROUGH BETH ISRAEL LAHEY HEALTH (BILH), WHICH AS NOTED THROUGHOUT THIS FILING, IS THE DIRECT OR INDIRECT SOLE MEMBER OF ANNA JAQUES HOSPITAL, INC.. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF ANNA JAQUES HOSPITAL, INC.. AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF EXECUTIVE AND SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIES UPON PUBLISHED COMPENSATION SURVEYS AND STUDIES PRODUCED BY INDEPENDENT COMPENSATION CONSULTING FIRMS THAT REGULARLY ASSESS EXECUTIVE COMPENSATION AND BENEFITS OF SUBSTANTIALLY SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE MEETS TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWS THE COMPENSATION SURVEY DETAILS PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. FOR SOME CATEGORIES OF POSITIONS, THE COMPENSATION COMMITTEE WILL REVIEW THE COMPENSATION STRUCTURE AND TARGETS AS A GROUP, RATHER THAN BY INDIVIDUAL. COMPENSATION FOR THE BILH CEO AND OTHER MEMBERS OF EXECUTIVE MANAGEMENT IS REVIEWED ON AN INDIVIDUAL BASIS. THE COMPENSATION COMMITTEE THEN VOTES TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE BILH CEO. THE COMPENSATION PACKAGE FOR THE BILH CEO AS VOTED BY THE COMPENSATION COMMITTEE IS SUBMITTED TO THE FULL BILH BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS FOR BOTH THE COMPENSATION COMMITTEE AND THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMPENSATION COMMITTEE PROCESSES AND PROCEDURES AS DESCRIBED ABOVE ARE DESIGNED TO MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 53.4958-6(C), REBUTTABLE PRESUMPTION THAT A TRANSACTION IS NOT AN EXCESS BENEFIT TRANSACTION.
PART I, LINES 4A-B
ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, RECEIVED SEVERANCE PAYMENTS. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. BILH AND ITS AFFILIATES MAINTAIN CERTAIN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THE FOLLOWING PLANS, WHICH UNDER THE DEFINITION TO THIS FORM 990 ARE SUPPLEMENTAL NONQUALIFIED PLANS: BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM AND, BETH ISRAEL LAHEY HEALTH, INC. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. IN ADDITION, DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, MAY HAVE PARTICIPATED IN ONE OR MORE OF THESE ADDITIONAL IRC 457(B) PLANS AND BENEFITS FROM PARTICIPATING IN ONE OF THESE PLANS IS ALSO REPORTED IN THIS FORM 990: BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, EXETER HEALTH RESOURCES, INC. 457(B) RETIREMENT SAVINGS PLAN, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 457(B) DEFERRED COMPENSATION PLAN. THESE PLANS ARE NON-QUALIFIED DEFERRED COMPENSATION PLANS AND PURSUANT TO THE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS AND/OR CAN MAKE THEIR OWN EMPLOYEE DEFERRALS. AMOUNTS RECEIVED BY PARTICIPANTS AND DEFERRED BY PARTICIPANTS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW.
PART I, LINE 7
AS NOTED ABOVE, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF EXECUTIVE AND SENIOR MANAGEMENT AT BILH AND ITS AFFILIATES. THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND IS RESPONSIBLE FOR ENSURING COMPLIANCE WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE BILH COMPENSATION COMMITTEE IS COMPOSED OF INDEPENDENT MEMBERS OF ITS BOARD OF TRUSTEES. DURING THE 2024 CALENDAR YEAR, BILH MAINTAINED EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, AND FOR THE BILH CEO AS NOTED ABOVE, THE FULL BILH BOARD OF TRUSTEES. ADDITIONAL INFORMATION IS INCLUDED IN THE EXPLANATORY NOTES TO THIS SCHEDULE J.
ADDITIONAL EXPLANATORY NOTES:
DIRECTORS AND TRUSTEES SERVE WITHOUT COMPENSATION: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW. REPORTING PERIOD: AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THE FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 IS CALENDAR YEAR 2024 COMPENSATION. COMPENSATION SOURCES: COMPENSATION REPORTED FOR INDIVIDUALS MAY INCLUDE COMPENSATION PAID BY THE REPORTING ENTITY, AN AFFILIATE OF THE REPORTING ENTITY AND IN SOME CASES UNRELATED ENTITIES AS REQUIRED BY FORM 990. REPORTABLE COMPENSATION: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION: OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: ORDINARY WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER SUBSIDIZED PARKING; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE. DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401(K) RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403(B) RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE, AMONG OTHER THINGS, AMOUNTS FROM ONE OR MORE OF THE FOLLOWING NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ADDITIONAL INDIVIDUAL SPECIFIC INFORMATION IS INCLUDED BELOW.
SCHEDULE J FOOTNOTES (CONTINUED):
AHERN, SEAN - FORMER INTERIM CHIEF OPERATING OFFICER - ANNA JAQUES HOSPITAL, INC. - TERM ENDED ON SEPTEMBER 30, 2023 - SENIOR DIRECTOR OF CLINICAL SERVICES - ANNA JACQUES HOSPITAL, INC. - TERM ENDED ON JUNE 14, 2025 MR. AHERN'S TERM AS INTERIM CHIEF OPERATING OFFICER ENDED ON SEPTEMBER 30, 2023 AT WHICH TIME, MR. AHERN RESUMED HIS ROLE AS SENIOR DIRECTOR OF CLINICAL SERVICES. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION AND RELATES TO MR. AHERN'S ROLE AS SENIOR DIRECTOR OF CLINICAL SERVICES. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. BEAUMIER, MBA, CPA, MHA, GREGORY UNLESS OTHERWISE NOTED BELOW, MR. BEAUMIER HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2025: - MARKET CHIEF FINANCIAL OFFICER, NORTH SHORE BETH ISRAEL LAHEY HEALTH, INC. - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP - CHIEF FINANCIAL OFFICER - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TERM ENDED DECEMBER 31, 2024 - TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. PRACTICE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MR. BEAUMIER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $6,923. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. BOURNE, M.D., KATHERINE A - ANESTHESIOLOGIST - ANNA JAQUES HOSPITAL, INC. DR. BOURNE 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. BOYD, ESQ., STEPHEN UNLESS OTHERWISE NOTED BELOW, MR. BOYD SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - ASSISTANT CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - ASSISTANT CLERK - SEACOAST AFFILIATED GROUP PRACTICE - DIVISIONAL VICE PRESIDENT, DEPUTY GENERAL COUNSEL FOR COMMUNITY DIVISION - 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. BUGALLO-MUROS, MARIANA - FORMER INTERIM VICE PRESIDENT, HR BUSINESS PARTNER - ANNA JAQUES HOSPITAL, INC. - FORMER INTERIM VICE PRESIDENT, HR BUSINESS PARTNER - SEACOAST AFFILIATED GROUP PRACTICE, INC. MS. BUGALLO-MUROS'S TERM ENDED IN THE ABOVE POSITIONS ON MAY 24, 2024, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MS. BUGALLO-MUROS INCLUDES PAYMENTS IN THE AMOUNT OF $33,290 FOR EMPLOYER-PROVIDED HOUSING. FOCHT, MD., GLENN DR. FOCHT HELD THE FOLLOWING POSITIONS UNTIL JANUARY 8, 2025: - PRESIDENT & TRUSTEE (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - PRESIDENT & TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR DR. FOCHT INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $35,625 WHICH WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION. DEFERRED COMPENSATION FOR DR. FOCHT INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $493,269 TO BE PAID AFTER DECEMBER 31, 2024. DEFERRED COMPENSATION IN THE AMOUNT OF $53,438 IS INCLUDED IN THIS FILING FOR DR. FOCHT. THAT AMOUNT RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2024, 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. 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.
SCHEDULE J FOOTNOTES (CONTINUED):
GENDREAU MD., MARK UNLESS OTHERWISE STATED, DR. GENDREAU SERVED IN THE FOLLOWING POSITIONS DURING THE PERIOD ENDING SEPTEMBER 30, 2025: - CHIEF MEDICAL OFFICER - ANNA JAQUES HOSPITAL, INC. - CHIEF MEDICAL OFFICER - NORTHEAST HOSPITAL CORPORATION - CHIEF MEDICAL OFFICER, NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TERM ENDED DECEMBER 31, 2024 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. GOLDSTEIN, MARK - FORMER PRESIDENT & TRUSTEE (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - FORMER PRESIDENT AND TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. MR. GOLDSTEIN'S TERM ENDED IN THE ABOVE POSITIONS ON MARCH 26, 2023 DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. GOLDSTEIN INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $184,071. HERNDON, MBA, CPA, FACHE, SCOTT MR. HERNDON BEGAN SERVING IN THE FOLLOWING ROLES ON AUGUST 4, 2025: - TREASURER (EX-OFFICIO), EXECUTIVE VICE PRESIDENT, AND CHIEF FINANCIAL OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TRUSTEE & TREASURER (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - TREASURER - BID - MILTON PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. - TREASURER (EX-OFFICIO) - CORE PHYSICIANS, LLC - TREASURER - EXETER HOSPITAL, INC. - TREASURER - EXETER HEALTH RESOURCES, INC. - TREASURER - EXETER MED REAL, INC. - TREASURER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - TREASURER - JOSLIN CLINIC, INC. - TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - TREASURER - THE JORDAN HEALTH SYSTEMS, INC. - TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. - TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TREASURER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TREASURER - LAHEY CLINIC, INC. - TRUSTEE AND TREASURER - LAHEY HEALTH SHARED SERVICES, INC. - TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - TREASURER (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE AND TREASURER - NORTHEAST HEALTH SYSTEM, INC. - TREASURER (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TREASURER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - TRUSTEE AND TREASURER - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE AND TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE - TREASURER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE AND TREASURER (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL - TRUSTEE AND TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - TREASURER - WINCHESTER HEALTHCARE MANAGEMENT, INC. AS NOTED, MR. HERNDON BEGAN SERVING IN THE POSITION(S) ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. ACCORDINGLY, SINCE MR. HERNDON DID NOT BEGIN SERVING IN HIS/HER POSITION(S) UNTIL CALENDAR YEAR 2025, THERE IS NO COMPENSATION TO REPORT IN THIS FILING. HWANG, JOSEPH UNLESS OTHERWISE STATED, MR. HWANG SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. - CHIEF OPERATING OFFICER, - ANNA JAQUES HOSPITAL, INC. - 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.) - TERM ENDED DECEMBER 31, 2024 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. DEFERRED COMPENSATION IN THE AMOUNT OF $48,000 IS INCLUDED IN THIS FILING FOR MR. HWANG. THAT AMOUNT RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2024, 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. KATS, M.D., MARK - ANESTHESIOLOGIST - ANNA JAQUES HOSPITAL, INC. DR. KATS SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J.
SCHEDULE J FOOTNOTES (CONTINUED):
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. KERR-FERNANDEZ, M.D., JANE DR. KERR-FERNANDEZ SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE (EX-OFFICIO) (PRESIDENT, MEDICAL STAFF) - ANNA JAQUES HOSPITAL, INC. - TRUSTEE (PRESIDENT, MEDICAL STAFF, AJH) - SEACOAST AFFILIATED GROUP PRACTICE, 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. KIM, ESQ., GRACE - FORMER ASSISTANT GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH, INC. - FORMER ASSISTANT CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - FORMER ASSISTANT CLERK (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. MS. KIM'S TERM ENDED IN THE ABOVE POSITIONS ON SEPTEMBER 25, 2024, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MS. KIM INCLUDES PAYMENTS FOR SEVERANCE AND PTO PAID OUT IN THE AMOUNTS OF $6,865 AND $19,104, RESPECTIVELY. MAKI, DN, RN, RICHARD - FORMER CHIEF NURSING OFFICER - ANNA JAQUES HOSPITAL, INC MR. MAKI'S TERM ENDED IN THE ABOVE POSITION ON JULY 8, 2023 DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. MAKI INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $150,048. PART OR ALL OF THIS AMOUNT WAS PREVIOUSLY MATACHUN, MARY-JO - REGISTERED NURSE - ANNA JAQUES HOSPITAL, INC. MS. MATACHUN 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. MULKERN, NICOLE MS. MULKERN SERVED IN THE FOLLOWING ROLES FOR THE PERIOD OCTOBER 23, 2023 APRIL 6, 2024. - FORMER ASSISTANT TREASURER (EX-OFFICIO) & INTERIM ASSISTANT CHIEF FINANCIAL OFFICER - ANNA JAQUES HOSPITAL, INC. - FORMER ASSISTANT TREASURER, EX OFFICIO - SEACOAST AFFILIATED GROUP PRACTICE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. AS SUCH, ALTHOUGH MS. MULKERN LEFT THE POSITIONS ABOVE IN A PRIOR FISCAL YEAR, THESE REGULAR SALARY AND BENEFITS PAYMENTS ARE REPORTED IN THIS FORM 990 AS REQUIRED. THE PAYMENTS WERE MADE TO HER WHILE SHE WAS ACTIVELY IN THE ROLES NOTED ABOVE. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. NASEER-GHIASUDDIN, M.D., SAIRA - PHYSICIAN, INTERNAL MEDICINE - SEACOAST AFFILIATED GROUP PRACTICE, INC. DR. NASEER-GHIASUDDIN HELD THE FOLLOWING POSITIONS UNTIL SEPTEMBER 30, 2025: - TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE - ANNA JAQUES HOSPITAL, 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. NEWSOME-LEVIN, SANDRA MS. NEWSOME-LEVIN HELD THE FOLLOWING POSITION UNTIL JUNE 1, 2025: - VICE PRESIDENT, CHIEF QUALITY OFFICER - ANNA JAQUES HOSPITAL, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MS. NEWSOME-LEVIN INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $25,440. PERRYMAN, MMHC, RN, NE-BC, KIMBERLY A. - CHIEF NURSING OFFICER, NORTH SHORE MARKET BETH ISRAEL LAHEY HEALTH, INC. - CHIEF NURSING OFFICER - ANNA JAQUES HOSPITAL, INC. - CHIEF NURSING OFFICER - NORTHEAST HOSPITAL CORPORATION MS. PERRYMAN 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. INCENTIVE COMPENSATION FOR MS. PERRYMAN INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $32,500. POPELKA, M.D., ANDREW - CHIEF MEDICAL OFFICER ANNA JAQUES HOSPITAL, INC. - TERM BEGAN MAY 12, 2025 DR. POPELKA SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, UNLESS OTHERWISE STATED. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. POPELKA INCLUDES PAYMENTS IN THE AMOUNT OF $38,784.00 FOR CASHED OUT PTO.
SCHEDULE J FOOTNOTES (CONTINUED):
PURSLEY, M.D., DEWAYNE M. UNLESS OTHERWISE NOTED BELOW, DR. PURSLEY SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIRECTOR (EX-OFFICIO) & BOARD CHAIR; CHAIR OF NEONATOLOGY; MEDICAL DIRECTOR, KLARMAN FAMILY NICU - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF OF NEONATOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - INTERIM CHIEF OBSTETRICS/GYNECOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM ENDED FEBRUARY 5, 2025 - INTERIM CHAIR - OBSTETRICS/GYNECOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TERM ENDED FEBRUARY 5, 2025 - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION - DIRECTOR (EX-OFFICIO) & PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF OBSTETRICS AND GYNECOLOGY FOUNDATION - TRUSTEE - ANNA JAQUES HOSPITA - TERM ENDED SEPTEMBER 30, 2025 - TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TERM ENDED SEPTEMBER 30, 2025 AS NOTED, DR. PURSLEY 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 DR. PURSLEY INCLUDES PAYMENTS IN THE AMOUNT OF $25,357 FOR OTHER LIFE, DISABILITY, AND LONG-TERM-CARE INSURANCE. REILLY, TIMOTHY MR. REILLY SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - ADDISON GILBERT SOCIETY, INC. - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - ANNA JAQUES HOSPITAL, INC. - TERM BEGAN ON FEBRUARY 28, 2025 - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TERM BEGAN ON FEBRUARY 28, 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. SANDS, TOM UNLESS OTHERWISE NOTED BELOW, MR. SANDS HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - MARKET PRESIDENT NORTH SHORE - BETH ISRAEL LAHEY HEALTH, INC. - PRESIDENT AND TRUSTEE (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO) AND PRESIDENT - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TERM ENDED ON DECEMBER 31, 2024 - TRUSTEE - ADDISON GILBERT SOCIETY, INC. - PRESIDENT & TRUSTEE (EX-OFFICIO) ANNA JACQUES HOSPITAL, INC. - TERM BEGAN ON JANUARY 9, 2025 - PRESIDENT & TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TERM BEGAN ON JANUARY 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. INCENTIVE COMPENSATION FOR MR. SANDS INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $72,600. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. IN ADDITION, MR. SANDS' DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $30,930. SHORETT, PETER UNLESS OTHERWISE NOTED BELOW, MR. SHORETT SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - SENIOR EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - ANNA JAQUES HOSPITAL, INC. - MR. SHORETT'S TERM ENDED IN THIS POSITION ON FEBRUARY 1, 2025 - TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. - MR. SHORETT'S TERM ENDED IN THIS POSITION ON FEBRUARY 1, 2025 - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TRUSTEE - LAHEY CLINIC, INC. MR. SHORETT 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. SHORETT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $99,134.
SCHEDULE J FOOTNOTES (CONTINUED):
STEELE, PATRICIA - REGISTERED NURSE - ANNA JAQUES HOSPITAL, INC. MS. STEELE 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. TABB, MD., KEVIN UNLESS OTHERWISE NOTED BELOW, DR. TABB HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2025: - PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CHIEF EXECUTIVE OFFICER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - CHIEF EXECUTIVE OFFICER - LAHEY CLINIC, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - PRESIDENT (EX-OFFICIO) AND TRUSTEE (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - TRUSTEE, BOARD CHAIR (EX-OFFICIO) AND PRESIDENT (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - WINCHESTER HOSPITAL - TRUSTEE AND PRESIDENT (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - CHIEF EXECUTIVE OFFICER - WINCHESTER HEALTHCARE MANAGEMENT, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION - CHIEF EXECUTIVE OFFICER - CAB HEALTH AND RECOVERY SERVICES, INC. - CHIEF EXECUTIVE OFFICER - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - CHIEF EXECUTIVE OFFICER - BID - MILTON PHYSICIAN ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER - COMMUNITY PHYSICIANS ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - CHIEF EXECUTIVE OFFICER - THE JORDAN HEALTH SYSTEMS, INC. - CHIEF EXECUTIVE OFFICER - JORDAN PHYSICIAN ASSOCIATES, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. - CHIEF EXECUTIVE OFFICER - SEACOAST AFFILIATED GROUP PRACTICE, INC. - CHIEF EXECUTIVE OFFICER - JOSLIN CLINIC, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - CHIEF EXECUTIVE OFFICER - EXETER HOSPITAL, INC. IN ADDITION TO THE POSITIONS NOTED ABOVE, DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNEE WHO THEN BECAME THE VOTING TRUSTEE IN HIS PLACE: - TRUSTEE (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION - TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON, BID-MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATES - TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM - TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, THE JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO) MOUNT AUBURN HOSPITAL - TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL - TRUSTEE (EX-OFFICIO) WINCHESTER HOSPITAL AND WINCHESTER HEALTHCARE MANAGEMENT - TRUSTEE (EX-OFFICIO) ANNA JAQUES HOSPITAL, INC. AND SEACOAST AFFILIATED GROUP PRACTICE - TRUSTEE (EX-OFFICIO) JOSLIN DIABETES CENTER - TRUSTEE (EX-OFFICIO) JOSLIN CLINIC - TRUSTEE (EX-OFFICIO) EXETER HEALTH RESOURCES, INC. - TRUSTEE (EX-OFFICIO) EXETER HOSPITAL, INC. - TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - TRUSTEE (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. - TRUSTEE (EX-OFFICIO) LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TRUSTEE (EX-OFFICIO) LAHEY CLINIC, INC. - TRUSTEE (EX-OFFICIO) CAB HEALTH AND RECOVERY SERVICES, INC. - TRUSTEE (EX-OFFICIO) HEALTH AND EDUCATION HOUSING SERVICES, INC. - TRUSTEE (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION ALTHOUGH DR. TABB SERVED IN THE POSITIONS ABOVE FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. TABB INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $352,380. OTHER REPORTABLE COMPENSATION FOR DR. TABB ALSO INCLUDES PAYMENTS IN THE AMOUNT OF $23,364 FOR GROUP TERM LIFE INSURANCE. DEFERRED COMPENSATION IN THE AMOUNT OF $1,000,000 IS INCLUDED IN THIS FILING FOR DR. TABB. THIS AMOUNT RELATES TO MILESTONE PAYMENTS WHICH, AS OF DECEMBER 31, 2024, WERE NOT FUNDED, WERE NOT VESTED AND FOR WHICH THERE WAS NO GUARANTEE OF PAYMENT. THIS AMOUNT IS INCLUDED HERE AS DEFERRED COMPENSATION AS REQUIRED BASED ON THE INSTRUCTIONS TO THE FORM 990.

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.

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

    EXCLUDED · COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC · MA · 9.3% owned

    Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER

  • BIDCO PHYSICIAN LLC

    COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH · 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

    EXCLUDED · MRI SERVICES · MA · 77.75% owned · share of income $1,081,112 · share of assets $640,620

    Directly controlled by ANNA JAQUES HOSPITAL

  • WINCHESTER HOSPITALSHIELDS MRI LLC

    MRI SERVICES · MA

  • BOSS HOLDINGS LLC

    OUTPATIENT SURGICAL SUITES · MA

  • BILH INVESTMENT PARTNERSHIP LLP

    INVESTMENT PARTNERSHIP · 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 · 100% owned · share of assets $700,069 · controlled entity

    Directly controlled by ANNA JAQUES HOSPITAL INC

  • HUNTINGFIELD CORPORATION

    C · TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS · DE

  • LAHEY CLINIC INSURANCE CO LTD

    C · INSURANCE · BD

  • LEDGEWOOD HEALTH CARE CORPORATION

    C · NURSING HOME · MA

  • NORTHEAST PROPRIETARY CORP

    C · MEDICAL SERVICES · MA

  • WINCHESTER HEALTHCARE ENTERPRISES INC

    C · MANAGEMENT SERVICES · MA

  • WINCHESTER PHYSICIAN ASSOCIATES INC

    C · PHYSICIAN GROUP · MA

  • INSCRIPTRX INC

    C · PHARMACY BENEFITS MANAGEMENT · MA

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202632269349303553

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