Skip to content
Nonprofiteer
← BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC

Form 990 for tax year 2024

Filed by BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC.

Totals

Total revenue
$399,373,372
Total expenses
$383,809,279
Contributions and grants received
$7,850,098
Grants paid
$94,616
Program service revenue
$384,934,895
Investment income
$1,325,103
Other revenue
$5,263,276
Total assets, end of year
$277,603,669
Total liabilities, end of year
$194,570,673
Net assets or fund balances, end of year
$83,032,996
Program services expenses (Part IX)
$334,089,590
Management and general expenses
$48,264,571
Fundraising expenses
$1,455,118
Program service expenses (Part III)
$334,089,590

Program services were 87.0% 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

    $36,428

  • 1e · Government grants (contributions)

    $2,000,000

  • 1f · All other contributions, gifts and grants

    $5,813,670

  • 1g · Noncash contributions included above

    $18,369

  • 2a · Program service revenue: INPATIENT CARE NPSR

    total $181,999,863 · related or exempt $181,999,863

  • 2b · Program service revenue: OUTPATIENT CARE NPSR

    total $170,355,251 · related or exempt $170,355,251

  • 2c · Program service revenue: EMERGENCY CARE NPSR

    total $21,731,319 · related or exempt $21,731,319

  • 2d · Program service revenue: OUTPATIENT LABS NPSR

    total $8,571,964 · related or exempt $7,947,854 · unrelated business $624,110

  • 2e · Program service revenue: SERVICES TO AFFILIATES

    total $2,276,498 · related or exempt $2,276,498

  • 3 · Investment income

    total $1,254,365 · unrelated business -$15,791 · excluded $1,270,156

  • 6a · Gross rents

    real property $155,109

  • 6b · Less rental expenses

    real property $66,403

  • 6c · Rental income or loss

    real property $88,706

  • 6d · Net rental income or loss

    total $88,706 · unrelated business $26,171 · excluded $62,535

  • 7a · Gross sales of assets other than inventory

    other assets $70,738

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $70,738

  • 7d · Net gain or loss

    total $70,738 · unrelated business $70,738

  • 8a · Fundraising events: gross income

    $0

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

    $36,428

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: REBATES AND REFUNDS

    total $2,585,087 · related or exempt $2,585,087

  • 11b · Other revenue: CAFETERIA & GIFT SHOP

    total $1,309,453 · excluded $1,309,453

  • 11c · Other revenue: PET SCAN JV INCOME

    total $567,777 · unrelated business $567,777

  • 11d · All other revenue

    total $712,253 · related or exempt $712,253

  • 11e · Other revenue, total

    $5,174,570

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $94,616 · program services $94,616

  • 5 · Compensation of officers, directors and key employees

    total $3,351,407 · program services $3,225,615 · management and general $125,792

  • 6 · Compensation of disqualified persons

    total $919,876 · program services $885,349 · management and general $34,527

  • 7 · Other salaries and wages

    total $119,269,801 · program services $114,793,120 · management and general $4,476,681

  • 8 · Pension plan contributions

    total $4,397,856 · program services $4,232,787 · management and general $165,069

  • 9 · Other employee benefits

    total $18,252,185 · program services $17,567,106 · management and general $685,079

  • 10 · Payroll taxes

    total $10,815,263 · program services $10,409,322 · management and general $405,941

  • 11a · Fees: management

    total $52,913,379 · program services $11,793,558 · management and general $39,685,034 · fundraising $1,434,787

  • 11d · Fees: lobbying

    total $71,210 · management and general $71,210

  • 11e · Fees: professional fundraising services

    total $20,331 · fundraising $20,331

  • 11g · Fees: other

    total $51,803,133 · program services $51,550,613 · management and general $252,520

  • 13 · Office expenses

    total $658,860 · program services $650,768 · management and general $8,092

  • 16 · Occupancy

    total $9,128,538 · program services $8,033,113 · management and general $1,095,425

  • 17 · Travel

    total $258,565 · program services $258,565

  • 19 · Conferences, conventions and meetings

    total $1,104,588 · program services $1,104,588

  • 22 · Depreciation, depletion and amortization

    total $15,472,787 · program services $14,358,228 · management and general $1,114,559

  • 24a · Other expenses: PHARMACEUTICALS

    total $44,023,116 · program services $44,023,116

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $38,130,024 · program services $38,130,024

  • 24c · Other expenses: MEDICAID ASSESSMENT

    total $5,627,100 · program services $5,627,100

  • 24d · Other expenses: MAINTENANCE CONTRACTS

    total $3,124,567 · program services $3,012,437 · management and general $112,130

  • 24e · All other expenses

    total $4,372,077 · program services $4,339,565 · management and general $32,512

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,934 · end of year $183,147

  • 2 · Savings and temporary cash investments

    beginning of year $34,064 · end of year $34,067

  • 3 · Pledges and grants receivable

    beginning of year $1,329,849 · end of year $2,812,910

  • 4 · Accounts receivable

    beginning of year $41,625,894 · end of year $39,936,296

  • 8 · Inventories for sale or use

    beginning of year $3,402,657 · end of year $3,061,992

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,279,007 · end of year $1,643,593

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

    $261,811,215

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

    $101,779,220

  • 10c · Land, buildings and equipment, net

    beginning of year $125,191,250 · end of year $160,031,995

  • 12 · Investments: other securities

    beginning of year $30,789,123 · end of year $34,040,820

  • 15 · Other assets

    beginning of year $23,322,817 · end of year $35,858,849

  • 17 · Accounts payable and accrued expenses

    beginning of year $31,239,282 · end of year $28,818,916

  • 19 · Deferred revenue

    beginning of year $24,115 · end of year $3,580

  • 20 · Tax-exempt bond liabilities

    beginning of year $35,774,206 · end of year $68,350,880

  • 25 · Other liabilities

    beginning of year $75,963,103 · end of year $97,397,297

  • 27 · Net assets without donor restrictions

    beginning of year $65,174,838 · end of year $60,983,042

  • 28 · Net assets with donor restrictions

    beginning of year $18,814,051 · end of year $22,049,954

Mission and programs · 2024

Mission

SEE SCHEDULE O.

  • OUTPATIENT CLINICS AND SERVICES- SEE SCHEDULE O.

    Expenses $334,089,590 · Grants $94,616 · Revenue $183,876,943

  • INPATIENT MEDICAL/ SURGINCAL AND INTENSIVE CARE- SEE SCHEDULE O.

    Revenue $181,999,863

  • EMERGENCY DEPARTMENT- SEE SCHEDULE O.

    Revenue $21,731,319

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

Listed in Part VII

  • Burns MD Erin

    TRUSTEE; ANESTHESIOLOGIST

    Total calculated
    $708,316
    From this org
    $625,254
    From related orgs
    $0
    Other
    $83,062
    Hours/week
    55 + 2 related

    Schedule J breakdown matched by us

    Base
    $594,036
    Bonus
    $22,000
    Other
    $9,218
    Deferred
    $34,500
    Nontaxable benefits
    $48,562
    Filer's total
    $708,316
  • Coughlin Kevin

    PRESIDENT & TRUSTEE (EX-OFFICIO)

    Total calculated
    $680,455
    From this org
    $621,266
    From related orgs
    $0
    Other
    $59,189
    Hours/week
    55 + 2 related

    Schedule J breakdown matched by us

    Base
    $563,891
    Bonus
    $0
    Other
    $57,375
    Deferred
    $19,830
    Nontaxable benefits
    $39,359
    Filer's total
    $680,455
  • Kelly MD David

    TRUSTEE & VICE CHAIR

    Total calculated
    $561,913
    From this org
    $481,348
    From related orgs
    $0
    Other
    $80,565
    Hours/week
    55 + 2 related

    Schedule J breakdown matched by us

    Base
    $475,560
    Bonus
    $0
    Other
    $5,788
    Deferred
    $41,400
    Nontaxable benefits
    $39,165
    Filer's total
    $561,913
  • Carucci Dean

    TTEE (EXO) (BILH DIV PRES COMMUNITY)

    Total calculated
    $548,291
    From this org
    $0
    From related orgs
    $534,306
    Other
    $13,985
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,702 related
    Bonus
    $0 + $200,000 related
    Other
    $0 + $1,604 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,985 related
    Filer's total
    $0 + $548,291 related
  • Kenniston MD Julia

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

    Total calculated
    $30,769
    From this org
    $30,769
    From related orgs
    $0
    Other
    $0
    Hours/week
    55 + 2 related
  • McGill Kristina

    TRUSTEE; PHARMACY MANAGER (PER DIEM)

    Total calculated
    $3,090
    From this org
    $3,090
    From related orgs
    $0
    Other
    $0
    Hours/week
    55 + 2 related
  • Kapell Jeff

    TRUSTEE & CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Blair Raymond

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Carr Allison Gillmore

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Fitzgerald Gale

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Hewitt Charles

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Horwitz-Willis Nate

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • Johnson John

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Kowaloff MD Harvey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Marini Anna

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • McGrath John

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • McKenna Catherine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Shields Mary

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Spencer Luis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 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
  • Rangaviz Sheilah

    ASST TREAS EX-OFF & CFO; MARKET CFO

    Total calculated
    $392,121
    From this org
    $0
    From related orgs
    $342,912
    Other
    $49,209
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,155 related
    Bonus
    $0
    Other
    $0 + $20,757 related
    Deferred
    $0 + $13,186 related
    Nontaxable benefits
    $0 + $36,023 related
    Filer's total
    $0 + $392,121 related
  • Gee Esq Carroll

    ASST CLERK (ASSOC GEN COUNSEL, BILH)

    Total calculated
    $258,849
    From this org
    $0
    From related orgs
    $212,834
    Other
    $46,015
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,331 related
    Bonus
    $0 + $25,340 related
    Other
    $0 + $163 related
    Deferred
    $0 + $7,538 related
    Nontaxable benefits
    $0 + $38,477 related
    Filer's total
    $0 + $258,849 related
  • Herndon MBA CPA Fache Scott

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

    Total calculated
    $0
    Hours/week
    1 + 40 related
  • Tierney MD Matt

    CHIEF OF SURGERY

    Total calculated
    $653,972
    From this org
    $0
    From related orgs
    $576,842
    Other
    $77,130
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,650 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $31,192 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $42,630 related
    Filer's total
    $0 + $653,972 related
  • Thomas MD Tenny

    CHIEF MEDICAL OFFICER

    Total calculated
    $564,322
    From this org
    $0
    From related orgs
    $484,248
    Other
    $80,074
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $444,729 related
    Bonus
    $0 + $33,333 related
    Other
    $0 + $6,186 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $45,574 related
    Filer's total
    $0 + $564,322 related
  • Lew John

    VP, HUMAN RESOURCES BUSINESS PARTNER

    Total calculated
    $480,147
    From this org
    $0
    From related orgs
    $449,134
    Other
    $31,013
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,505 related
    Bonus
    $0 + $114,254 related
    Other
    $0 + $8,375 related
    Deferred
    $0 + $16,170 related
    Nontaxable benefits
    $0 + $14,843 related
    Filer's total
    $0 + $480,147 related
  • Abou Rjeily MD Charbel

    CHIEF OF MEDICINE

    Total calculated
    $402,746
    From this org
    $332,366
    From related orgs
    $0
    Other
    $70,380
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $306,586
    Bonus
    $0
    Other
    $25,780
    Deferred
    $31,666
    Nontaxable benefits
    $38,714
    Filer's total
    $402,746
  • Doherty RN Donna

    CNO & SVP, PATIENT CARE SERVICES

    Total calculated
    $385,054
    From this org
    $347,394
    From related orgs
    $0
    Other
    $37,660
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $325,376
    Bonus
    $0
    Other
    $22,018
    Deferred
    $13,327
    Nontaxable benefits
    $24,333
    Filer's total
    $385,054
  • Yale Erin

    CHIEF OPERATING OFFICER

    Total calculated
    $316,202
    From this org
    $295,978
    From related orgs
    $0
    Other
    $20,224
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $212,911
    Bonus
    $0
    Other
    $83,067
    Deferred
    $0
    Nontaxable benefits
    $20,224
    Filer's total
    $316,202
  • Baker Wendy

    VP, HUMAN RESOURCES BUSINESS PARTNER

    Total calculated
    $262,862
    From this org
    $236,878
    From related orgs
    $0
    Other
    $25,984
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $212,578
    Bonus
    $0
    Other
    $24,300
    Deferred
    $10,431
    Nontaxable benefits
    $15,553
    Filer's total
    $262,862
  • Kai MD Masashi

    CARDIOTHORACIC SURGEON

    Total calculated
    $1,248,290
    From this org
    $1,164,149
    From related orgs
    $0
    Other
    $84,141
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,079,831
    Bonus
    $75,000
    Other
    $9,318
    Deferred
    $41,400
    Nontaxable benefits
    $42,741
    Filer's total
    $1,248,290
  • Betteridge MD David R

    DIAGNOSTIC RADIOLOGIST

    Total calculated
    $702,731
    From this org
    $637,553
    From related orgs
    $0
    Other
    $65,178
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $606,355
    Bonus
    $15,000
    Other
    $16,198
    Deferred
    $41,400
    Nontaxable benefits
    $23,778
    Filer's total
    $702,731
  • Oliwa MD Neil

    ANESTHESIOLOGIST

    Total calculated
    $700,562
    From this org
    $622,396
    From related orgs
    $0
    Other
    $78,166
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $582,148
    Bonus
    $22,000
    Other
    $18,248
    Deferred
    $34,500
    Nontaxable benefits
    $43,666
    Filer's total
    $700,562
  • Islam MD Tareq

    PHYSICIAN, INTERNAL MEDICINE

    Total calculated
    $678,109
    From this org
    $598,647
    From related orgs
    $0
    Other
    $79,462
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $591,665
    Bonus
    $1,334
    Other
    $5,648
    Deferred
    $34,500
    Nontaxable benefits
    $44,962
    Filer's total
    $678,109
  • Fine MD Colleen W

    RADIOLOGIST

    Total calculated
    $660,367
    From this org
    $605,946
    From related orgs
    $0
    Other
    $54,421
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $572,500
    Bonus
    $5,000
    Other
    $28,446
    Deferred
    $41,400
    Nontaxable benefits
    $13,021
    Filer's total
    $660,367
  • Jenkins Jim

    FRMR ASST TREAS (EX-OFF), CFO

    Total calculated
    $301,004
    From this org
    $284,035
    From related orgs
    $0
    Other
    $16,969
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $94,615
    Bonus
    $0
    Other
    $189,420
    Deferred
    $6,645
    Nontaxable benefits
    $10,324
    Filer's total
    $301,004
  • Dwyer Mary

    CONTROLLER; FMR INT ASST TREAS &CFO

    Total calculated
    $146,227
    From this org
    $132,987
    From related orgs
    $0
    Other
    $13,240
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $111,436
    Bonus
    $0
    Other
    $21,551
    Deferred
    $3,715
    Nontaxable benefits
    $9,525
    Filer's total
    $146,227
  • Chapin RN Ms Mary

    FMR VP, AMBUL SVCS/PROCESS IMPROVEMT

    Total calculated
    $251,200
    From this org
    $250,566
    From related orgs
    $0
    Other
    $634
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $250,566
    Deferred
    $634
    Nontaxable benefits
    $0
    Filer's total
    $251,200
  • Rutherford Ron

    FRMR VP, CIO, & VP, SUPPORT SERVICES

    Total calculated
    $221,445
    From this org
    $221,445
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $221,445
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $221,445

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, BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH 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
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH 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 BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH INC.. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH 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.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES:
DIRECTORS AND TRUSTEES SERVE WITHOUT COMPENSATION: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW. REPORTING PERIOD: AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THE FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 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. COMPLETE TITLES AND ADDITIONAL EXPLANATORY INFORMATION FOR OFFICERS, DIRECTOR/TRUSTEES, KEY EMPLOYEES AND THE ENTITIES FIVE HIGHEST PAID EMPLOYEES OTHER THAN ODTKE ARE LISTED BELOW ALPHABETICALLY:
SCHEDULE J FOOTNOTES (CONTINUED):
ABOU RJEILY, M.D., CHARBEL - CHIEF OF MEDICINE - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. DR. ABOU RJEILY 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. BAKER, WENDY UNLESS OTHERWISE NOTED, MS. BAKER SERVED IN THE FOLLOWING POSITIONS BELOW DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025: - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. - TERM ENDED JANUARY 12, 2025 - VICE PRESIDENT LABOR & EMPLOYEE RELATIONS BETH ISRAEL LAHEY HEALTH, INC. - TERM BEGAN JANUARY 12, 2025 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION, AND AS SUCH RELATES TO MS. BAKER'S POSITION AT BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. BETTERIDGE, M.D., DAVID R - DIAGNOSTIC RADIOLOGIST - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. DR. BETTERIDGE SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR OTHER TAXABLE BENEFITS IN THE AMOUNT OF $16,198. BURNS, M. D., ERIN DR. BURNS SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE; ANESTHESIOLOGIST - JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE; ANESTHESIOLOGIST - THE JORDAN HEALTH SYSTEMS, INC. - TRUSTEE; ANESTHESIOLOGIST - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. DR. BURNS 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. CARUCCI, DEAN UNLESS OTHERWISE NOTED, MR. CARUCCI SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - DIVISIONAL PRESIDENT, COMMUNITY - BETH ISRAEL LAHEY HEALTH, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) ANNA JAQUES HOSPITAL - ROLE BEGAN FEBRUARY 1, 2025 - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC - TRUSTEE - BID - MILTON PHYSICIAN ASSOCIATES, INC. - TRUSTEE - COMMUNITY PHYSICIANS ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - EXETER HEALTH RESOURCES, INC. - TRUSTEE - EXETER HOSPITAL, INC. - TRUSTEE - THE JORDAN HEALTH SYSTEMS, INC - TRUSTEE - JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - NORTHEAST HOSPITAL CORPORATION - TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. - TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - WINCHESTER HOSPITAL AS NOTED, MR. CARUCCI 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. CHAPIN, RN, MS, MARY - FORMER VICE PRESIDENT, AMBULATORY SERVICES & PROCESS IMPROVEMENT - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. MS. CHAPIN'S TERM ENDED IN THE ABOVE POSITION ON NOVEMBER 3, 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 MS. CHAPIN INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $250,566. PART OR ALL OF THIS AMOUNT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION AS REQUIRED. COUGHLIN, KEVIN - PRESIDENT AND TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, INC. - PRESIDENT AND TRUSTEE - THE JORDAN HEALTH SYSTEMS, INC. - PRESIDENT AND TRUSTEE - JORDAN PHYSICIAN ASSOCIATES MR. COUGHLIN 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. COUGHLIN INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $26,155. DOHERTY, RN., DONNA - CHIEF NURSING OFFICER AND SENIOR VICE PRESIDENT, PATIENT CARE SERVICES - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, 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 MS. DOHERTY INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $19,800. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. DWYER, MARY - FORMER INTERIM ASSISTANT TREASURER (EX-OFFICIO), INTERIM CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - CONTROLLER - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. MS. DWYER SERVED AS THE BID-PLYMOUTH INTERIM CHIEF FINANCIAL OFFICER FROM JANUARY 7, 2022 TO MAY 15, 2022, DURING WHICH TIME SHE ALSO SERVED AS ASSISTANT TREASURER OF BID-PLYMOUTH. AFTER MAY 15, 2022, SHE RETURNED TO HER POSITION AS CONTROLLER OF BID-PLYMOUTH AND CONTINUED IN THAT ROLE UNTIL HER RETIREMENT IN MAY 2024. SINCE HER RETIREMENT, MS. DWYER HAS SERVED IN A PER DIEM CAPACITY, PROVIDING FINANCIAL SUPPORT TO BID-PLYMOUTH. 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. DWYER INCLUDES PAYMENTS FOR PTO CASHED OUT ON RETIREMENT IN THE AMOUNT OF $21,060. FINE, M.D., COLLEEN W - RADIOLOGIST - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. DR. FINE 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. 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.
SCHEDULE J FOOTNOTES (CONTINUED):
- 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. GEE, ESQ., CARROLL MS. GEE SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - ASSOCIATE GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH, INC. - ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - ASSISTANT CLERK - BID - MILTON PHYSICIAN ASSOCIATES, INC. - ASSISTANT CLERK - COMMUNITY PHYSICIANS ASSOCIATES, INC. - ASSISTANT CLERK - JORDAN PHYSICIAN ASSOCIATES, INC. - ASSISTANT CLERK - THE JORDAN HEALTH SYSTEMS, 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. GEE INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $25,340. 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. ISLAM, M.D., TAREQ - PHYSICIAN, INTERNAL MEDICINE - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. DR. ISLAM 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. JENKINS, JIM MR. JENKINS'S TERM ENDED IN THE POSITIONS BELOW ON MARCH 29, 2024. - FORMER ASSISTANT TREASURER (EX OFFICIO) AND CHIEF FINANCIAL OFFICER- THE JORDAN HEALTH SYSTEMS, INC. - FORMER ASSISTANT TREASURER (EX OFFICIO) AND CHIEF FINANCIAL OFFICER - JORDAN PHYSICIAN ASSOCIATES, INC. - FORMER ASSISTANT TREASURER (EX OFFICIO) AND CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS HOSPITAL- PLYMOUTH, 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 MR. JENKINS INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $151,000. KAI, M.D., MASASHI - CARDIOTHORACIC SURGEON - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. DR. KAI SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. KATZ, ESQ., JAMIE UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - GENERAL COUNSEL AND CLERK (EX-OFFICIO), - BETH ISRAEL LAHEY HEALTH, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - CLERK (EX-OFFICIO) - MOUNT AUBURN HOSPITAL - CLERK (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - CLERK - COMMUNITY PHYSICIANS ASSOCIATES, INC. - CLERK - BID - MILTON PHYSICIAN ASSOCIATES, INC. - CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - CLERK - JORDAN PHYSICIAN ASSOCIATES, INC. - CLERK - THE JORDAN HEALTH SYSTEMS, INC. - CLERK (EX-OFFICIO) - ANNA JAQUES HOSPITAL - CLERK - SEACOAST AFFILIATED GROUP PRACTICE, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. - TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. - TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION
SCHEDULE J FOOTNOTES (CONTINUED):
- 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. KELLY, M.D., DAVID DR. KELLY SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE & VICE CHAIR - JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE & VICE CHAIR - THE JORDAN HEALTH SYSTEMS, INC. - TRUSTEE & VICE CHAIR - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - RADIOLOGIST - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - RADIOLOGIST - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER D/B/A LONGWOOD SPECIALTY PHYSICIANS (LSP) 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. KENNISTON, M.D., JULIA DR. KENNISTON SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE (EX-OFFICIO) (PRESIDENT, MEDICAL STAFF) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TRUSTEE (PRESIDENT, MEDICAL STAFF) - JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE (PRESIDENT, MEDICAL STAFF) - THE JORDAN HEALTH SYSTEMS, 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. LEW, JOHN MR. LEW SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. -TERM BEGAN JULY 27, 2025 - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - LAHEY CLINIC HOSPITAL D/B/A LAHEY CLINIC, LAHEY CLINIC PEABODY AND LAHEY CLINIC OUTPATIENT REHABILITATION SERVICES AT DANVERS - TERM ENDED ON JULY 26, 2025 - VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - LAHEY CLINIC, INC. - TERM ENDED ON JULY 26, 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. LEW INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $59,400. MCGILL, KRISTINA MS. MCGILL SERVED IN THE FOLLOWING POSITIONS DURING THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2025: - TRUSTEE; PHARMACY MANAGER (PER DIEM) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC - TRUSTEE - JORDAN PHYSICIAN ASSOCIATES, INC. - TRUSTEE - THE JORDAN HEALTH SYSTEMS, 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. OLIWA, M.D., NEIL - ANESTHESIOLOGIST - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. DR. OLIWA SERVED IN THE POSITION ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2024 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR DR. OLIWA INCLUDES PAYMENTS FOR PTO CASHED OUT AND OTHER TAXABLE INSURANCE BENEFITS IN THE AMOUNTS OF $12,658. AND $5,590, RESPECTIVELY. RANGAVIZ, SHEILAH MS. RANGAVIZ SERVED IN THE FOLLOWING POSITIONS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. - MARKET CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH, INC. - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER COMMUNITY PHYSICIANS ASSOCIATES, INC. - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER - BID-MILTON PHYSICIAN ASSOCIATES, INC. - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER - JORDAN PHYSICIAN ASSOCIATES, INC. - CHIEF FINANCIAL OFFICER AND ASSISTANT TREASURER - THE JORDAN HEALTH SYSTEMS, 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.
SCHEDULE J FOOTNOTES (CONTINUED):
- 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. RUTHERFORD, RON MR. RUTHERFORD'S POSITIONS BELOW ENDED ON NOVEMBER 3, 2023, DURING A PRIOR FISCAL PERIOD: - FORMER VICE PRESIDENT, CIO, VICE PRESIDENT SUPPORT SERVICES - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - FORMER VICE PRESIDENT, CIO, VICE PRESIDENT SUPPORT SERVICES - JORDAN PHYSICIAN ASSOCIATES, 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 MR. RUTHERFORD INCLUDES SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2024 IN THE AMOUNT OF $221,445. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS DEFERRED COMPENSATION. 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. THOMAS, M.D., TENNY - CHIEF MEDICAL OFFICER - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. - TERM ENDED JULY 11, 2025 AS NOTED ABOVE, DR. THOMAS 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. TIERNEY, M.D., MATT - SURGEON - JORDAN PHYSICIAN ASSOCIATES, INC. - CHIEF OF SURGERY - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. DR. TIERNEY 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. YALE, ERIN - CHIEF OPERATING OFFICER - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. AS NOTED, MS. YALE 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. OTHER REPORTABLE COMPENSATION FOR MS. YALE INCLUDES PAYMENTS FOR TEMPORARY HOUSING IN THE AMOUNT OF $83,067.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BILH SURGERY CENTER PLYMOUTH HOSPITAL HOLDCO LLC

    HEALTHCARE · MA · income $0 · assets $0

    Directly controlled by BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC

    EXCLUDED · SURGERY CENTER · MA · 51% owned

    Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER - PLYMOUTH

  • BIDCO HOSPITAL LLC

    EXCLUDED · COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC · MA · 90% owned

    Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER

  • BIDCO PHYSICIAN LLC

    COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH · MA

  • BILH INVESTMENT PARTNERSHIP LLP

    EXCLUDED · INVESTMENT PARTNERSHIP · MA · 2.88% owned · share of income $3,543,122 · share of assets $38,218,850

    Directly controlled by BETH ISRAEL DEACONESS MEDICAL CENTER

  • 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

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202642269349301744

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.