Form 990 for tax year 2024
Filed by ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION.
Totals
- Total revenue
- $20,202
- Total expenses
- $55,338
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $20,202
- Other revenue
- $0
- Total assets, end of year
- $1,604,980
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,604,980
- Program services expenses (Part IX)
- $55,302
- Management and general expenses
- $36
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $55,302
Program services were 99.9% 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.
-
3 · Investment income
total $20,202 · excluded $20,202
Functional expenses
Part IX, the statement of functional expenses.
-
24a · Other expenses: EDUCATIONAL ASSISTANCE
total $50,802 · program services $50,802
-
24b · Other expenses: EDUCATIONAL SPEAKER
total $4,500 · program services $4,500
-
24c · Other expenses: BANK CHARGES
total $36 · management and general $36
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $28,185 · end of year $12,847
-
12 · Investments: other securities
beginning of year $1,319,597 · end of year $1,592,133
-
27 · Net assets without donor restrictions
beginning of year $1,347,782 · end of year $1,604,980
Mission and programs · 2024
Mission
SEE SCHEDULE O
Activities or mission (Part I)
TO SUPPORT MEDICAL RESIDENTS' ATTENDANCE AND ABILITY TO PRESENT AT MEDICAL SEMINARS/CONFERENCES.
-
THE ALUMNI ASSOCIATION PROVIDES SUPPORT TO THE LAHEY CLINIC HOSPITAL TO ENABLE RESIDENTS TRAINING AT LCH TO ATTEND AND/OR PRESENT AT MEDICAL SEMINARS AND CONFERENCES. THE ASSOCIATION ALSO PROVIDES LOCAL ON SITE EDUCATIONAL OPPORTUNITIES BY BRINGING SPECIALISTS TO LCH. FINALLY, THE ASSOCIATION ALSO PROVIDES FUNDING FOR CHARITABLE PROGRAMS AND MATERIALS FOR THE LCH LIBRARY.
Expenses $55,302
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Brabeck MD DavidBRABECK MD DAVID
DIR & EXEC DIR;PHYSICIAN HOSPITALIST
- Total calculated
- $383,149
- From this org
- $0
- From related orgs
- $326,439
- Other
- $56,710
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $320,779 related
- Bonus
- $0 + $5,020 related
- Other
- $0 + $640 related
- Deferred
- $0 + $31,550 related
- Nontaxable benefits
- $0 + $25,160 related
- Filer's total
- $0 + $383,149 related
-
Brams MD David MBRAMS MD DAVID M
DIRECTOR; GENERAL SURGEON, LCI
- Total calculated
- $661,712
- From this org
- $0
- From related orgs
- $583,602
- Other
- $78,110
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $546,485 related
- Bonus
- $0 + $14,937 related
- Other
- $0 + $22,180 related
- Deferred
- $0 + $37,922 related
- Nontaxable benefits
- $0 + $40,188 related
- Filer's total
- $0 + $661,712 related
-
Coller MD John ACOLLER MD JOHN A
DIRECTOR & VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Connell MD BrendanCONNELL MD BRENDAN
DIRECTOR; ONCOLOGIST, LCI
- Total calculated
- $491,709
- From this org
- $0
- From related orgs
- $459,946
- Other
- $31,763
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $449,024 related
- Bonus
- $0 + $10,449 related
- Other
- $0 + $473 related
- Deferred
- $0 + $19,982 related
- Nontaxable benefits
- $0 + $11,781 related
- Filer's total
- $0 + $491,709 related
-
Mandel MD BurtonMANDEL MD BURTON
DIRECTOR & PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Mandeville MD Jessica AMANDEVILLE MD JESSICA A
DIRECTOR; PHYSICIAN, UROLOGY, LCI
- Total calculated
- $485,644
- From this org
- $0
- From related orgs
- $450,461
- Other
- $35,183
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $445,348 related
- Bonus
- $0 + $4,456 related
- Other
- $0 + $657 related
- Deferred
- $0 + $21,267 related
- Nontaxable benefits
- $0 + $13,916 related
- Filer's total
- $0 + $485,644 related
-
Mourtzinos MD MBA ArthurMOURTZINOS MD MBA ARTHUR
DIRECTOR; PHYSICIAN, UROLOGY, LCI
- Total calculated
- $827,906
- From this org
- $0
- From related orgs
- $770,665
- Other
- $57,241
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $739,459 related
- Bonus
- $0 + $16,930 related
- Other
- $0 + $14,276 related
- Deferred
- $0 + $32,071 related
- Nontaxable benefits
- $0 + $25,170 related
- Filer's total
- $0 + $827,906 related
-
Napolitana MD GuyNAPOLITANA MD GUY
DIRECTOR;INTERNAL MED CHAIR, LCI/LCH
- Total calculated
- $388,729
- From this org
- $0
- From related orgs
- $321,616
- Other
- $67,113
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $312,806 related
- Bonus
- $0 + $6,563 related
- Other
- $0 + $2,247 related
- Deferred
- $0 + $35,624 related
- Nontaxable benefits
- $0 + $31,489 related
- Filer's total
- $0 + $388,729 related
-
Nezhad MD Steven FNEZHAD MD STEVEN F
DIRECTOR; GASTROENTOROLOGIST, LCI
- Total calculated
- $438,970
- From this org
- $0
- From related orgs
- $371,136
- Other
- $67,834
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $343,925 related
- Bonus
- $0 + $3,353 related
- Other
- $0 + $23,858 related
- Deferred
- $0 + $31,571 related
- Nontaxable benefits
- $0 + $36,263 related
- Filer's total
- $0 + $438,970 related
-
Ricciardone MD Marguerite MRICCIARDONE MD MARGUERITE M
DIRECTOR; ANESTHESIOLOGIST, LCI
- Total calculated
- $564,321
- From this org
- $0
- From related orgs
- $497,580
- Other
- $66,741
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $451,457 related
- Bonus
- $0 + $33,495 related
- Other
- $0 + $12,628 related
- Deferred
- $0 + $36,693 related
- Nontaxable benefits
- $0 + $30,048 related
- Filer's total
- $0 + $564,321 related
-
Schoetz Jr MD David JSCHOETZ JR MD DAVID J
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sillin MD LelanSILLIN MD LELAN
DIR; SIMULATION INNVTN EDUC, LCI/LCH
- Total calculated
- $1,457
- From this org
- $0
- From related orgs
- $1,457
- Other
- $0
- Hours/week
- 1 + 50 related
-
Sorcini MD AndreaSORCINI MD ANDREA
DIRECTOR; PHYSICIAN, UROLOGY, LCI
- Total calculated
- $708,542
- From this org
- $0
- From related orgs
- $669,259
- Other
- $39,283
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $625,579 related
- Bonus
- $0 + $16,047 related
- Other
- $0 + $27,633 related
- Deferred
- $0 + $37,635 related
- Nontaxable benefits
- $0 + $1,648 related
- Filer's total
- $0 + $708,542 related
-
Wald MD PhD MBA ChristophWALD MD PHD MBA CHRISTOPH
DIRECTOR; CHAIR, RADIOLOGY, LCI/LCH
- Total calculated
- $743,377
- From this org
- $0
- From related orgs
- $663,062
- Other
- $80,315
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $619,742 related
- Bonus
- $0 + $40,418 related
- Other
- $0 + $2,902 related
- Deferred
- $0 + $41,522 related
- Nontaxable benefits
- $0 + $38,793 related
- Filer's total
- $0 + $743,377 related
-
Weiner MD Neil JWEINER MD NEIL J
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wozniak Pa JoanneWOZNIAK PA JOANNE
DIR; PA, PULMNRY/CRTCL CARE MED, LCI
- Total calculated
- $250,453
- From this org
- $0
- From related orgs
- $239,484
- Other
- $10,969
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $234,614 related
- Bonus
- $0
- Other
- $0 + $4,870 related
- Deferred
- $0 + $10,195 related
- Nontaxable benefits
- $0 + $774 related
- Filer's total
- $0 + $250,453 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC.'S (LCFAA) EXECUTIVE DIRECTOR IS EMPLOYED THROUGH THE LAHEY CLINIC, INC., A RELATED ENTITY. THE EXECUTIVE DIRECTOR OF LCFAA IS ALSO A PHYSICIAN AT THE LAHEY CLINIC INC. AND COMPENSATION REPORTED IN THIS FORM 990 FROM A RELATED ORGANIZATION, RELATES TO THE PERFORMANCE OF MEDICAL AND EDUCATIONAL SERVICES PERFORMED FOR THE LAHEY CLINIC INC. THE EXECUTIVE DIRECTOR OF LCFAA SERVES WITHOUT COMPENSATION FOR THAT POSITION. BETH ISRAEL LAHEY HEALTH, INC. (BILH), THE LAHEY CLINIC FOUNDATION (LCF), THE LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC) AND THE LAHEY CLINIC, INC (LCI) ARE ALSO AFFILIATES OF LCFAA. BILH IS THE SOLE MEMBER OF LCF WHICH IN TURN IS THE SOLE MEMBER OF LHMC AND LCI. 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, INC. NETWORK OF AFFILIATES. AS ALSO NOTED ABOVE, LCFAA DOES NOT PAY ANY OF ITS CURRENT OR FORMER OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES. THESE INDIVIDUALS ALL SERVE IN A VOLUNTEER CAPACITY FOR THIS ENTITY. HOWEVER, AS ALSO REPORTED BOTH IN FORM 990 PART VII AND IN THIS FORM 990 SCHEDULE J, SOME OF THESE INDIVIDUALS DO PROVIDE PHYSICIAN OR OTHER SERVICES TO THE LAHEY CLINIC INC. OR OTHER AFFILIATES AND ARE COMPENSATED FOR THOSE ROLES. COMPENSATION PAID TO THE INDIVIDUALS LISTED IN THIS FORM 990 IS REVIEWED BY THE MANAGEMENT PROVIDER COMPENSATION COMMITTEE (MPCC) WHICH HAS BEEN DELEGATED THIS AUTHORITY BY THE LHMC AND LCI BOARD OF TRUSTEES. THE MPCC SETS PARAMETERS FOR PHYSICIAN COMPENSATION BASED ON REPORTS FROM EXTERNAL INDEPENDENT COMPENSATION CONSULTING FIRMS AND OTHER PUBLISHED COMPENSATION SURVEYS AND STUDIES. THE MPCC THEN USES THIS DETAIL TO ENSURE THAT COMPENSATION PAID TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE APPLICABLE LEGAL AND REGULATORY GUIDELINES. ANY COMPENSATION ARRANGEMENT WHICH MAY FALL OUTSIDE THE SET PARAMETERS IS REVIEWED IN CONJUNCTION WITH THE BILH OFFICE OF GENERAL COUNSEL RELATED TO THE REASONABLENESS OF THE COMPENSATION AND INVOLVES AN EXTERNAL THIRD-PARTY REASONABLENESS VALUATION IF NEEDED. THE 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, LINE 4B
- DURING THE PERIOD COVERED BY THIS FILING, ONE OR MORE INDIVIDUALS LISTED IN THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, PARTICIPATED IN THE BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN. AMOUNTS 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, INC. NETWORK OF AFFILIATES AND THE MPCC SETS THE SPECIFIC PARAMETERS FOR THE COMPENSATION REPORTED IN THIS FORM 990. THESE BODIES ARE 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, ACROSS BILH CERTAIN COMPENSATION PACKAGES 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. 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 DECEMBER 31, 2024 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.
- BRABECK, M.D., FACP, DAVID M. -DIRECTOR AND EXECUTIVE DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -PHYSICIAN HOSPITALIST - LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER BRAMS, M.D., DAVID -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -GENERAL SURGEON - LAHEY CLINIC, INC. EFFECTIVE JANUARY 1, 2024, DR. BRAMS ASSUMED THE FOLLOWING POSITIONS: -TRUSTEE (EX-OFFICIO) (PRESIDENT, MEDICAL STAFF) - LAHEY CLINIC FOUNDATION, INC. -TRUSTEE (PRESIDENT, MEDICAL STAFF) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -TRUSTEE (PRESIDENT, MEDICAL STAFF) - LAHEY CLINIC, INC. CONNELL, M.D., BRENDAN J. -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -PHYSICIAN, ONCOLOGIST - LAHEY CLINIC, INC. MANDEVILLE, M.D., JESSICA A. -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -PHYSICIAN, UROLOGY - LAHEY CLINIC, INC. MOURTZINOS M.D., M.B.A., ARTHUR P. -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -TRUSTEE AND UROLOGIST - LAHEY CLINIC FOUNDATION, INC -TRUSTEE AND UROLOGIST - LAHEY CLINIC INC -TRUSTEE AND UROLOGIST -LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER OTHER REPORTABLE COMPENSATION FOR DR. MOURTZINOS INCLUDES A PAYOUT OF PTO IN THE AMOUNT OF $12,603. NAPOLITANA, M.D., GUY -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -PHYSICIAN, INTERNAL MEDICINE; DIVISION CHAIR, INTERNAL MEDICINE LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER NEZHAD, M.D., STEVEN F. -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -PHYSICIAN, GASTROENTEROLOGY - LAHEY CLINIC INC. RICCIARDONE, M.D., MARGUERITE -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -PHYSICIAN, ANESTHESIOLOGY - LAHEY CLINIC INC. OTHER REPORTABLE COMPENSATION FOR DR. RICCIARDONE INCLUDES A PAYOUT OF PTO IN THE AMOUNT OF $8,838. SORCINI, M.D., ANDREA P. -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -PHYSICIAN, UROLOGY - LAHEY CLINIC, INC. WALD, M.D., PH.D., M.B.A., CHRISTOPH -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -CHAIR, DEPARTMENT OF RADIOLOGY -- LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER WOZNIAK, PA, JOANNE -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION, INC. -DIRECTOR, ADVANCED PRACTICE - LAHEY CLINIC, INC AND LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -CERTIFIED PHYSICIAN ASSISTANT, PULMONARY & CRITICAL CARE MEDICINE - LAHEY CLINIC, INC.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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501(C)(3) · PROFESSIONAL SERVICES & FINANCIAL SUPPORT · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
501(C)(3) · TO PROVIDE EMERGENCY MEDICAL SERVICES · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
BAIM INSTITUTE FOR CLINICAL RESEARCH INC DBA BAIM INSTITUTE
501(C)(3) · SCIENTIFIC & MEDICAL RESEARCH · MA
-
BETH ISRAEL ANAESTHESIA FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL COMMUNITY FOUNDATION INC
501(C)(3) · INACTIVE CORPORATION · MA
-
BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF RADIATION ONCOLOGY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HMFP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
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BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
BETH ISRAEL DEACONESS HOSPITAL MILTON INC
501(C)(3) · HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
BETH ISRAEL DEACONESS HOSPITAL NEEDHAM INC
501(C)(3) · HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC
501(C)(3) · HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
BETH ISRAEL DEACONESS MEDICAL CENTER INC
501(C)(3) · THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
BETH ISRAEL DERMATOLOGY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
BETH ISRAEL LAHEY HEALTH PHARMACY INC
501(C)(3) · TO OPERATE A SPECIALTY PHARMACY AND 340B PROGRAM FOR BIDMC · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER INC
-
BETH ISRAEL LAHEY HEALTH PRIMARY CARE
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
501(C)(3) · MANAGEMENT PROFESSIONAL & IT SUPPORT SERVICES · MA
-
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
501(C)(3) · OUTPATIENT AMBULATORY CENTER - INACTIVE · MA
-
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
BID-MILTON PHYSICIAN ASSOCIATES INC
501(C)(3) · PROMOTE HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS HOSPITAL - MILTON
-
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
CAB HEALTH AND RECOVERY SERVICES INC
501(C)(3) · SUBSTANCE ABUSE - INACTIVE · MA · controlled entity
Directly controlled by NORTHEAST BEHAVIORAL HEALTH CORPORATION
-
501(C)(3) · TO IMPROVE PATIENT SAFETY AND HEALTH CARE QUALITY · MA · controlled entity
Directly controlled by BETH ISRAEL ANAESTHESIA FOUNDATION INC
-
COMMUNITY PHYSICIANS ASSOCIATES INC
501(C)(3) · OUTPATIENT AND PRIMARY CARE SERVICES · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS HOSPITAL - MILTON
-
CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
501(C)(3) · SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS · MA · controlled entity
Directly controlled by HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER
-
501(C)(3) · PHYSICIAN PRACTICES · NH · controlled entity
Directly controlled by EXETER HEALTH RESOURCES INC
-
CPHCH INC DBA BILH AT HOME - WATERTOWN
501(C)(3) · HOME CARE & HOSPICE - INACTIVE · MA · controlled entity
Directly controlled by NORTHEAST SENIOR HEALTH CORPORATION
-
EXETER HEALTH RESOURCES SELF-INSURANCE TRUST
501(C)(3) · SELF-INSURANCE TRUST · NH · controlled entity
Directly controlled by EXETER HEALTH RESOURCES INC
-
501(C)(3) · SUPPORT COMMUNITY HEALTH & NETWORK MGMT SVCS · NH · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
501(C)(3) · HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. · NH · controlled entity
Directly controlled by EXETER HEALTH RESOURCES INC
-
501(C)(25) · REAL ESTATE HOLDING COMPANY · NH · controlled entity
Directly controlled by EXETER HEALTH RESOURCES INC
-
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
501(C)(3) · GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER INC
-
HEALTH AND EDUCATION HOUSING SERVICES INC
501(C)(3) · HUD HOUSING - INACTIVE · MA · controlled entity
Directly controlled by NORTHEAST BEHAVIORAL HEALTH CORPORATION
-
JORDAN PHYSICIAN ASSOCIATES INC
501(C)(3) · OUTPATIENT AND PRIMARY CARE SERVICES · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH INC
-
501(C)(3) · PREVENTION, TREATMENT, AND CURE OF DIABETES · MA · controlled entity
Directly controlled by JOSLIN DIABETES CENTER INC
-
501(C)(3) · PREVENTION, TREATMENT, AND CURE OF DIABETES · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
LAHEY CLINIC CANADIAN FOUNDATION
FUNDRAISING ORG · CA
-
501(C)(3) · FINANCIAL & OPERATIONAL SUPPORT TO LCI AND LCH · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
LAHEY CLINIC HOSPITAL INC DBA LAHEY HOSPITAL & MEDICAL CENTER AND LMC
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by LAHEY CLINIC FOUNDATION INC
-
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by LAHEY CLINIC FOUNDATION INC
-
MED CARE OF BOSTON MGMT CORP DBA BILH PRIMARY CARE
501(C)(3) · OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH PRIMARY CARE
-
501(C)(3) · HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
MOUNT AUBURN PROFESSIONAL SERVICES INC
501(C)(3) · OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES · MA · controlled entity
Directly controlled by MOUNT AUBURN HOSPITAL
-
501(C)(3) · ORTHOPEDIC SPECIALTY HOSPITAL · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
501(C)(3) · OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH · MA · controlled entity
Directly controlled by NEW ENGLAND BAPTIST HOSPITAL
-
NORTHEAST BEHAVIORAL HEALTH CORP DBA BILH BEHAVIORAL HEALTH SERVICES
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
501(C)(3) · FINANCIAL & OPERATIONAL SUPPORT · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
NORTHEAST HOSPITAL CORPORATION
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
NORTHEAST MEDICAL PRACTICE INC
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by NORTHEAST HOSPITAL CORPORATION
-
NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC DBA BILH AT HOME
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by NORTHEAST SENIOR HEALTH CORPORATION
-
NORTHEAST SENIOR HEALTH CORPORATION
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE
501(C)(3) · HOME CARE & HOSPICE · NH · controlled entity
Directly controlled by EXETER HEALTH RESOURCES INC
-
SEACOAST AFFILIATED GROUP PRACTICE INC
501(C)(3) · PHYSICIAN GROUP · MA · controlled entity
Directly controlled by ANNA JAQUES HOSPITAL INC
-
SEACOAST NURSING AND REHABILITATION CENTER INC
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
501(C)(3) · PROMOTE HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER INC
-
WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
501(C)(3) · ACO - INACTIVE · MA · controlled entity
Directly controlled by WINCHESTER HEALTHCARE MANAGEMENT INC
-
WINCHESTER HEALTHCARE MANAGEMENT INC
501(C)(3) · MANAGEMENT · MA · controlled entity
Directly controlled by LAHEY HEALTH SHARED SERVICES INC
-
501(C)(3) · HEALTHCARE · MA · controlled entity
Directly controlled by BETH ISRAEL LAHEY HEALTH INC
-
WINCHESTER HOSPITAL FOUNDATION INC
501(C)(3) · PROFESSIONAL SERVICES & FINANCIAL SUPPORT · MA · controlled entity
Directly controlled by WINCHESTER HEALTHCARE MANAGEMENT INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC
SURGERY CENTER · MA
-
BIDCO HOSPITAL LLC
COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC · MA
-
BIDCO PHYSICIAN LLC
COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH · MA
-
BILH INVESTMENT PARTNERSHIP LLP
INVESTMENT PARTNERSHIP · MA
-
NEBSC HOSPITAL HOLDINGS LLC
INVESTMENT PARTNERSHIP · MA
-
NEW ENGLAND BAPTIST SURGERY CENTER LLC
AMBULATORY SURGERY CENTER · MA
-
PHYSICIANS PROFESSIONAL SERVICES LLP
TO PROVIDE MEDICAL BILLING SERVICES · MA
-
SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC
MRI SERVICES · MA
-
WINCHESTER HOSPITALSHIELDS MRI LLC
MRI SERVICES · MA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC
C · MANAGEMENT SERVICES · MA
-
HUNTINGFIELD CORPORATION
C · TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS · DE
-
LAHEY CLINIC INSURANCE CO LTD
C · INSURANCE · BD
-
LEDGEWOOD HEALTH CARE CORPORATION
C · NURSING HOME · MA
-
NORTHEAST PROPRIETARY CORP
C · MEDICAL SERVICES · MA
-
WINCHESTER HEALTHCARE ENTERPRISES INC
C · MANAGEMENT SERVICES · MA
-
WINCHESTER PHYSICIAN ASSOCIATES INC
C · MANAGEMENT SERVICES · MA
-
WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC
C · INACTIVE · MA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543199349302269
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