Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 2a · Program service revenue: PATIENT CARE REVENUE

  total $65,287,661 · related or exempt $65,287,661

• 2b · Program service revenue: SERVICES TO AFFILIATES

  total $1,796,988 · related or exempt $1,796,988

• 2c · Program service revenue: RENT FROM AFFILIATE

  total $33,183 · related or exempt $33,183

• 6a · Gross rents

  real property $12,951

• 6b · Less rental expenses

  real property $12,951

• 6c · Rental income or loss

  real property $0

• 6d · Net rental income or loss

  total $0

• 11a · Other revenue: INSURANCE PREM REBATE

  total $536,971 · related or exempt $536,971

• 11b · Other revenue: MEDICAL RECORDS

  total $2,690 · related or exempt $2,690

• 11c · Other revenue: REBATES AND REFUNDS

  total $1,409 · related or exempt $1,409

• 11e · Other revenue, total

  $541,070

Functional expenses

Part IX, the statement of functional expenses.

• 7 · Other salaries and wages

  total $57,209,959 · program services $56,544,893 · management and general $665,066

• 8 · Pension plan contributions

  total $1,959,284 · program services $1,936,507 · management and general $22,777

• 9 · Other employee benefits

  total $4,594,218 · program services $4,540,810 · management and general $53,408

• 10 · Payroll taxes

  total $2,412,505 · program services $2,384,460 · management and general $28,045

• 11a · Fees: management

  total $5,039,954 · program services $1,259,989 · management and general $3,779,965

• 11g · Fees: other

  total $25,436,808 · program services $25,433,868 · management and general $2,940

• 13 · Office expenses

  total $103,613 · program services $103,501 · management and general $112

• 16 · Occupancy

  total $2,692,056 · program services $2,583,623 · management and general $108,433

• 22 · Depreciation, depletion and amortization

  total $327,636 · program services $258,960 · management and general $68,676

• 23 · Insurance

  total $946,347 · program services $946,347

• 24a · Other expenses: PHARMACEUTICALS

  total $1,009,897 · program services $1,009,897

• 24b · Other expenses: MEDICAL SUPPLIES

  total $707,780 · program services $707,780

• 24c · Other expenses: MAINTENANCE CONTRACTS

  total $5,736 · program services $5,736

• 24d · Other expenses: RENTALS

  total $481 · program services $481

• 24e · All other expenses

  total $350 · program services $350

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year -$13,799 · end of year -$13,799

• 4 · Accounts receivable

  beginning of year $5,914,620 · end of year $6,593,822

• 9 · Prepaid expenses and deferred charges

  beginning of year $184,425 · end of year $268,780

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

  $1,880,348

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

  $143,674

• 10c · Land, buildings and equipment, net

  beginning of year $4,123,553 · end of year $1,736,674

• 14 · Intangible assets

  beginning of year $603,450

• 15 · Other assets

  beginning of year $4,907,572 · end of year $11,753,268

• 17 · Accounts payable and accrued expenses

  beginning of year $8,282,973 · end of year $10,755,065

• 25 · Other liabilities

  beginning of year $7,618,857 · end of year $38,189,088

• 27 · Net assets without donor restrictions

  beginning of year -$182,009 · end of year -$28,605,408

The filer's explanations (Part III)

PART I, LINE 3

BETH ISRAEL LAHEY HEALTH SPECIALTY CARE F/K/A NORTHEAST MEDICAL PRACTICE'S CHIEF EXECUTIVE OFFICER AND PRESIDENT ARE EMPLOYED THROUGH BETH ISRAEL LAHEY HEALTH (BILH), WHICH AS NOTED THROUGHOUT THIS FILING, IS THE DIRECT OR INDIRECT SOLE MEMBER OF BETH ISRAEL LAHEY HEALTH SPECIALTY CARE F/K/A NORTHEAST MEDICAL PRACTICE. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF BETH ISRAEL LAHEY HEALTH SPECIALTY CARE F/K/A NORTHEAST MEDICAL PRACTICE. AS NOTED IN RESPONSE TO THIS FORM 990 PART VI QUESTIONS 15A AND 15B, THE BILH COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE, INCLUDING BENEFITS, FOR THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES INCLUDING THE BILH CHIEF EXECUTIVE OFFICER AS WELL AS OTHER MEMBERS OF 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.

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):

ARSENIAN, M.D., MICHAEL - CARDIOLOGIST - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) DR. ARSENIAN 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. BARKER, JD, MHA, ALEX DURING THE FISCAL PERIOD COVERED BY THIS FILING, MR. BARKER SERVED IN THE FOLLOWING POSITIONS: - PRESIDENT, BETH ISRAEL LAHEY HEALTH MEDICAL GROUP BETH ISRAEL LAHEY HEALTH, INC. - TERM BEGAN JANUARY 1, 2025 - CHAIR, PRESIDENT, & TRUSTEE (EX-OFFICIO) NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC. - TERM BEGAN JANUARY 1, 2025 - CHAIR, PRESIDENT, & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM BEGAN DECEMBER 18, 2024 - CHAIR, PRESIDENT, & TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM BEGAN DECEMBER 18, 2024 -CHIEF OPERATING OFFICER, SOUTHERN REGION - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -TERM ENDED DECEMBER 18, 2024 IN ADDITION, IN MR. BARKER'S POSITION AS PRESIDENT OF BETH ISRAEL LAHEY HEALTH MEDICAL GROUP, EFFECTIVE JANUARY 1, 2025, HE BECAME A KEY EMPLOYEE OF THE FOLLOWING ENTITIES: - JORDAN PHYSICIAN ASSOCIATES, INC. - COMMUNITY PHYSICIANS ASSOCIATES, INC. - SEACOAST AFFILIATED GROUP PRACTICE, INC. - MOUNT AUBURN PROFESSIONAL SERVICES, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR MR. BARKER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $51,300. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS REPORTED IN PRIOR YEARS AS DEFERRED COMPENSATION WHICH, 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. CONNORS, LAURIE MS. CONNORS SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIVISIONAL VICE PRESIDENT HR BUSINESS PARTNER, COMMUNITY - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - DIVISIONAL VICE PRESIDENT HR BUSINESS PARTNER, COMMUNITY - BETH ISRAEL LAHEY HEALTH, INC. - DIVISIONAL VICE PRESIDENT HR BUSINESS PARTNER, COMMUNITY - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - DIVISIONAL VICE PRESIDENT HR BUSINESS PARTNER, COMMUNITY - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - DIVISIONAL VICE PRESIDENT HR BUSINESS PARTNER, COMMUNITY - NORTHEAST BEHAVIORAL HEALTH CORPORATION - DIVISIONAL VICE PRESIDENT HR BUSINESS PARTNER, COMMUNITY - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - DIVISIONAL VICE PRESIDENT HR BUSINESS PARTNER, COMMUNITY - NORTHEAST SENIOR HEALTH CORPORATION 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. CONNORS INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $8,033. ELVANIDES, M.D., HARRY - GASTROENTEROLOGIST - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) DR. ELVANIDES 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. FIELDS, MD., ROBERT UNLESS OTHERWISE NOTED BELOW, DR. FIELDS HELD THE FOLLOWING POSITIONS DURING FISCAL YEAR ENDING SEPTEMBER 30, 2025: - EXECUTIVE VICE PRESIDENT, CHIEF CLINICAL OFFICER - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE - CAB HEALTH AND RECOVERY SERVICES, INC. - TRUSTEE - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CHAIR & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. DR. FIELD'S POSITIONS AS PRESIDENT AND BOARD CHAIR FOR THE BILH PRIMARY CARE NETWORK ENDED ON DECEMBER 17, 2024. HE REMAINS A TRUSTEE ON THE ENTITIES BELOW WHERE THAT POSITION IS REPORTED: - PRESIDENT, BOARD CHAIR & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - PRESIDENT, BOARD CHAIR & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - CHAIR, BILH PRIMARY CARE NETWORK - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - PRESIDENT, BILH PRIMARY CARE NETWORK - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 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 $92,885. FISHMAN, AARON UNLESS OTHERWISE NOTED, MR. FISHMAN SERVED IN THE FOLLOWING ROLES DURING THE PERIOD ENDED SEPTEMBER 30, 2025: - CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH MEDICAL GROUP BETH ISRAEL LAHEY HEALTH, INC. - TERM BEGAN FEBRUARY 23, 2025 - ASSISTANT TREASURER, TRUSTEE (EX-OFFICIO), & CHIEF FINANCIAL OFFICER - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - ASSISTANT TREASURER, TRUSTEE (EX-OFFICIO), & CHIEF FINANCIAL OFFICER - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - ASSISTANT TREASURER, TRUSTEE, & CHIEF FINANCIAL OFFICER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP IN ADDITION, AS NOTED ABOVE AND EFFECTIVE FEBRUARY 23 2025, MR. FISHMAN COMMENCED THE POSITION OF CHIEF FINANCIAL OFFICER OF BETH ISRAEL LAHEY HEALTH MEDICAL GROUP. IN THAT CAPACITY, HE IS A KEY EMPLOYEE OF THE FOLLOWING ENTITIES: - COMMUNITY PHYSICIANS ASSOCIATES, INC. - SEACOAST AFFILIATED GROUP PRACTICE, INC. - JORDAN PHYSICIAN ASSOCIATES, INC. - MOUNT AUBURN PROFESSIONAL SERVICES, INC. AS REQUIRED IN 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. FISHMAN INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $30,000. PART OR ALL OF THIS PAYMENT REPRESENTS AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. 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:

SCHEDULE J FOOTNOTES (CONTINUED):

- 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. FRISSORA, M.D., HENRY - SURGEON, GENERAL AND VASCULAR - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) DR. FRISSORA SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR DR. FRISSORA INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $20,000. 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. 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.

SCHEDULE J FOOTNOTES (CONTINUED):

- 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. JOHNSON, MD., MS., FACP, ELIZABETH H. DR. JOHNSON SERVED IN THE FOLLOWING POSITIONS THROUGH JUNE 28, 2024 DURING A PRIOR FISCAL PERIOD. - FORMER BOARD CHAIR AND PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK BETH ISRAEL LAHEY HEALTH, INC. - FORMER PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - FORMER PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. JOHNSON INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $265,385. OTHER REPORTABLE COMPENSATION FOR DR. JOHNSON INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $92,286. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. DEFERRED COMPENSATION FOR DR. JOHNSON INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $634,615 TO BE PAID AFTER DECEMBER 31, 2024. JOHNSTON, MELISSA UNLESS OTHERWISE STATED, MS. JOHNSTON SERVED IN THE FOLLOWING ROLES DURING THE PERIOD ENDING SEPTEMBER 30, 2025: - VICE PRESIDENT OF OPERATIONS, BETH ISRAEL LAHEY HEALTH PRIMARY CARE, NORTHERN REGION - BETH ISRAEL LAHEY HEALTH, INC. - TERM BEGAN FEBRUARY 9, 2025 - VICE PRESIDENT OF OPERATIONS MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM BEGAN FEBRUARY 9, 2025 - VICE PRESIDENT OF OPERATIONS - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TERM ENDED FEBRUARY 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 JOSEPH, ESQ., LESLIE A - ASSISTANT VICE PRESIDENT & ASSISTANT DEPUTY GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH - ASSISTANT CLERK - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - ASSISTANT CLERK (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC. - TERM BEGAN JANUARY 1, 2025 - TRUSTEE & CLERK (EX-OFFICIO) NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. - SECRETARY & TRUSTEE - ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE - TERM ENDED SEPTEMBER 30, 2025 MS. JOSEPH SERVED IN THE POSITIONS ABOVE FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2025 UNLESS OTHERWISE NOTED. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. KATZ, ESQ., JAMIE UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - GENERAL COUNSEL AND CLERK (EX-OFFICIO), - BETH ISRAEL LAHEY HEALTH, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - CLERK (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - CLERK - COMMUNITY PHYSICIANS ASSOCIATES, INC. - CLERK - BID - MILTON PHYSICIAN ASSOCIATES, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - CLERK - JORDAN PHYSICIAN ASSOCIATES, INC. - CLERK - THE JORDAN HEALTH SYSTEMS, INC. - CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL - CLERK - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION - CLERK (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION - TRUSTEE AND CLERK (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. - CLERK - WINCHESTER HEALTHCARE MANAGEMENT, INC. - CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. - CLERK - LAHEY CLINIC, INC. - CLERK - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - CLERK - CAB HEALTH AND RECOVERY SERVICES, INC. - CLERK - HEALTH AND EDUCATION HOUSING SERVICES, INC. - CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL - CLERK - JOSLIN CLINIC, INC. - CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. - CLERK (EX-OFFICIO) - MOUNT AUBURN PROFESSIONAL SERVICES, INC. - CLERK - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - CLERK (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. - CLERK - EXETER HOSPITAL, INC. - CLERK (EX-OFFICIO) - CORE PHYSICIANS, LLC AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $76,830. OTHER REPORTABLE COMPENSATION FOR MR. KATZ ALSO INCLUDES COMBINED PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $31,209. LOUGHERY, M.D., EDWARD - CARDIOLOGIST - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) DR. LOUGHERY 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. NGUYEN, MD., NICOLAS DR. NGUYEN'S TERM BEGAN IN THE FOLLOWING ROLES ON DECEMBER 18, 2024: - CHIEF MEDICAL OFFICER MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - CHIEF MEDICAL OFFICER, PRIMARY CARE MOUNT AUBURN PROFESSIONAL SERVICES, INC. - CHIEF MEDICAL OFFICER BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - CHIEF MEDICAL OFFICER COMMUNITY PHYSICIANS ASSOCIATES, INC. - CHIEF MEDICAL OFFICER JORDAN PHYSICIAN ASSOCIATES, INC. - CHIEF MEDICAL OFFICER BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC. - CHIEF MEDICAL OFFICER SEACOAST AFFILIATED GROUP PRACTICE, INC. PRIOR TO DECEMBER 18, 2024, DR. NGUYEN SERVED IN THE FOLLOWING ROLES: - ASSOCIATE CHIEF MEDICAL OFFICER, SOUTHERN REGION BETH ISRAEL LAHEY HEALTH PRIMARY CARE INCLUDING - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - MOUNT AUBURN PROFESSIONAL SERVICES, INC. (PRIMARY CARE) AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION.

SCHEDULE J FOOTNOTES (CONTINUED):

BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR DR. NGUYEN INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $50,000. REINHOLD, MD., MBA, LARS-ERIC MR. REINHOLD'S SERVED IN THE FOLLOWING ROLES UNTIL DECEMBER 18, 2024. - ASSOCIATE CHIEF MEDICAL OFFICER, NORTHERN REGION BILH PRIMARY CARE - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - ASSOCIATE CHIEF MEDICAL OFFICER, NORTHERN REGION BILH PRIMARY CARE - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. 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. SHEEHY, M.D., BRENDAN - ANESTHESIOLOGIST - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) DR. SHEEHY SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. INCENTIVE COMPENSATION FOR DR. SHEEHY INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $25,000. SNEVA, JEB MR. SNEVA'S TERM ENDED IN THE FOLLOWING POSITIONS ON NOVEMBER 17, 2023: - FORMER CHIEF FINANCIAL OFFICER, ASSISTANT TREASURER & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - FORMER ASSISTANT TREASURER & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP IN ADDITION, IN HIS ROLE AS CHIEF FINANCIAL OFFICER OF BETH ISRAEL LAHEY HEALTH PRIMARY CARE, MR. SNEVA WAS CONSIDERED EITHER AN OFFICER OR KEY EMPLOYEE OF THE ENTITIES LISTED BELOW. AS SUCH, FOR THIS FILING, HE IS CONSIDERED A FORMER OFFICER OR FORMER KEY EMPLOYEE OF THESE ENTITIES: - COMMUNITY PHYSICIANS ASSOCIATES, INC. - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) AS NOTED ABOVE, MR. SNEVA'S TERM IN THE ABOVE POSITIONS ENDED EFFECTIVE NOVEMBER 17, 2023, DURING A PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION.

SCHEDULE J FOOTNOTES (CONTINUED):

BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. SNEVA INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $101,538. PART OR ALL OF THIS AMOUNT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. ST. PIERRE, LESLIE MS. ST. PIERRE SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - EXECUTIVE DIRECTOR, NORTHERN REGION - BILH PRIMARY CARE & PRACTICE INTEGRATION - TERM ENDED DECEMBER 31, 2024 - EXECUTIVE DIRECTOR, OPERATIONS BETH ISRAEL LAHEY HEALTH MEDICAL GROUP - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM BEGAN ON JANUARY 1, 2025 - EXECUTIVE DIRECTOR, OPERATIONS BETH ISRAEL LAHEY HEALTH MEDICAL GROUP - NORTHEAST MEDICAL PRACTICE INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) - TERM BEGAN ON JANUARY 1, 2025 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. STANSKY, KATHLEEN J. MS. STANSKY SERVED IN THE FOLLOWING ROLE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025: - DIRECTOR, FINANCIAL PLANNING AND ANALYSIS - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. MS. STANSKY SERVED IN THE POSITIONS BELOW FROM NOVEMBER 20, 2023 TO MARCH 5, 2024 DURING THE PRIOR FISCAL PERIOD AS SUCH, SHE IS REPORTED IN THIS FORM 990 AS A FORMER IN THESE POSITIONS: - FORMER ASSISTANT TREASURER & TRUSTEE (EX-OFFICIO) AND INTERIM CHIEF FINANCIAL OFFICER - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - FORMER ASSISTANT TREASURER & TRUSTEE (EX-OFFICIO) AND INTERIM CHIEF FINANCIAL OFFICER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP IN ADDITION, IN HER ROLE AS INTERIM CHIEF FINANCIAL OFFICER OF BETH ISRAEL LAHEY HEALTH PRIMARY CARE, MS. STANSKY WAS CONSIDERED EITHER AN OFFICER OR A KEY EMPLOYEE OF THE ENTITIES LISTED BELOW. AS SUCH, FOR THIS FILING, SHE IS CONSIDERED A FORMER OFFICER OR FORMER KEY EMPLOYEE OF THESE ENTITIES: - COMMUNITY PHYSICIANS ASSOCIATES, INC. - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. AS NOTED ABOVE, MS. STANKSY'S TERM IN ROLES ABOVE OTHER THAN DIRECTOR, FINANCIAL PLANNING AND ANALYSIS ENDED ON MARCH 5, 2024, DURING A 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.

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

• BOSS HOLDINGS LLC

  OUTPATIENT SURGICAL SUITES · MA

Related corporations and trusts

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

• GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC

  C · MANAGEMENT SERVICES · MA

• HUNTINGFIELD CORPORATION

  C · TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS · DE

• LAHEY CLINIC INSURANCE CO LTD

  C · INSURANCE · BD

• LEDGEWOOD HEALTH CARE CORPORATION

  C · NURSING HOME · MA

• NORTHEAST PROPRIETARY CORP

  C · MEDICAL SERVICES · MA

• WINCHESTER HEALTHCARE ENTERPRISES INC

  C · MANAGEMENT SERVICES · MA

• WINCHESTER PHYSICIAN ASSOCIATES INC

  C · PHYSICIAN GROUP · MA

• INSCRIPTRX INC

  C · PHARMACY BENEFITS MANAGEMENT · MA