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← ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION

Form 990 for tax year 2022

Filed by ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION.

Totals

Total revenue
$51,607
Total expenses
$42,216
Contributions and grants received
$100
Grants paid
$0
Program service revenue
$0
Investment income
$51,507
Other revenue
$0
Total assets, end of year
$1,082,981
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,082,981
Program services expenses (Part IX)
$42,180
Management and general expenses
$36
Fundraising expenses
$0
Program service expenses (Part III)
$42,180

Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $100

  • 3 · Investment income

    total $17,750 · excluded $17,750

  • 7a · Gross sales of assets other than inventory

    securities $33,757

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

    securities $0

  • 7c · Gain or loss

    securities $33,757

  • 7d · Net gain or loss

    total $33,757 · excluded $33,757

Functional expenses

Part IX, the statement of functional expenses.

  • 13 · Office expenses

    total $36 · management and general $36

  • 19 · Conferences, conventions and meetings

    total $32,333 · program services $32,333

  • 24a · Other expenses: PROGRAM SUPPORT

    total $7,097 · program services $7,097

  • 24b · Other expenses: EDUCATIONAL SPEAKER

    total $2,750 · program services $2,750

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,988 · end of year $7,872

  • 12 · Investments: other securities

    beginning of year $1,382,537 · end of year $1,075,109

  • 27 · Net assets without donor restrictions

    beginning of year $1,392,525 · end of year $1,082,981

Mission and programs · 2022

Mission

THE ALUMNI ASSOCIATION PROVIDES SUPPORT TO THE LAHEY CLINIC HOSPITAL TO ENABLE RESIDENTS TRAINING AT LCH TO ATTEND AND/OR PRESENT AT MEDICAL SEMINARS AND CONFERENCES. THE ASSOCIATION ALSO PROVIDES LOCAL ON SITE EDUCATIONAL OPPORTUNITIES BY BRINGING SPECIALISTS TO LCH. FINALLY, THE ASSOCIATION ALSO PROVIDES FUNDING FOR CHARITABLE PROGRAMS AND MATERIALS FOR THE LCH LIBRARY.

Activities or mission (Part I)

SEE SCHEDULE O

  • THE ALUMNI ASSOCIATION PROVIDES SUPPORT TO THE LAHEY CLINIC HOSPITAL TO ENABLE RESIDENTS TRAINING AT LCH TO ATTEND AND/OR PRESENT AT MEDICAL SEMINARS AND CONFERENCES. THE ASSOCIATION ALSO PROVIDES LOCAL ON SITE EDUCATIONAL OPPORTUNITIES BY BRINGING SPECIALISTS TO LCH. FINALLY, THE ASSOCIATION ALSO PROVIDES FUNDING FOR CHARITABLE PROGRAMS AND MATERIALS FOR THE LCH LIBRARY.

    Expenses $42,180

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SCHOLZ MD FRANCIS J

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRABECK MD DAVID

    DIRECTOR

    Total calculated
    $382,452
    From this org
    $0
    From related orgs
    $348,658
    Other
    $33,794
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,658 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $33,794 related
    Filer's total
    $0 + $382,452 related

  • BRAMS MD DAVID M

    DIRECTOR

    Total calculated
    $665,963
    From this org
    $0
    From related orgs
    $611,666
    Other
    $54,297
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $585,962 related
    Bonus
    $0
    Other
    $0 + $25,704 related
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $33,797 related
    Filer's total
    $0 + $665,963 related

  • COLLER MD JOHN A

    DIRECTOR & VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CONNELL MD BRENDAN

    DIRECTOR

    Total calculated
    $379,539
    From this org
    $0
    From related orgs
    $369,849
    Other
    $9,690
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,847 related
    Bonus
    $0
    Other
    $0 + $7,002 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,690 related
    Filer's total
    $0 + $379,539 related

  • CREIGHTON MD MALCOLM

    DIRECTOR

    Total calculated
    $655,949
    From this org
    $0
    From related orgs
    $606,900
    Other
    $49,049
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,719 related
    Bonus
    $0
    Other
    $0 + $20,181 related
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $28,549 related
    Filer's total
    $0 + $655,949 related

  • MANDEL MD BURTON

    DIRECTOR & PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MANDEVILLE MD JESSICA A

    DIRECTOR

    Total calculated
    $405,228
    From this org
    $0
    From related orgs
    $393,473
    Other
    $11,755
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $393,473 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,755 related
    Filer's total
    $0 + $405,228 related

  • MOURTZINOS MD MBA ARTHUR

    DIRECTOR

    Total calculated
    $770,790
    From this org
    $0
    From related orgs
    $748,390
    Other
    $22,400
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $727,537 related
    Bonus
    $0
    Other
    $0 + $20,853 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $22,400 related
    Filer's total
    $0 + $770,790 related

  • NAPOLITANA MD GUY

    DIRECTOR

    Total calculated
    $435,546
    From this org
    $0
    From related orgs
    $406,996
    Other
    $28,550
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,784 related
    Bonus
    $0
    Other
    $0 + $7,212 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $28,550 related
    Filer's total
    $0 + $435,546 related

  • NEZHAD MD STEVEN F

    DIRECTOR

    Total calculated
    $377,640
    From this org
    $0
    From related orgs
    $344,630
    Other
    $33,010
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,361 related
    Bonus
    $0
    Other
    $0 + $14,269 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $33,010 related
    Filer's total
    $0 + $377,640 related

  • RICCIARDONE MD MARGUERITE M

    DIRECTOR

    Total calculated
    $541,126
    From this org
    $0
    From related orgs
    $512,573
    Other
    $28,553
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,499 related
    Bonus
    $0
    Other
    $0 + $19,074 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $28,553 related
    Filer's total
    $0 + $541,126 related

  • SCHOETZ JR MD DAVID J

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SORCINI MD ANDREA

    DIRECTOR

    Total calculated
    $527,774
    From this org
    $0
    From related orgs
    $507,274
    Other
    $20,500
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $507,274 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $527,774 related

  • SILLIN MD LELAN

    DIRECTOR

    Total calculated
    $2,900
    From this org
    $0
    From related orgs
    $2,900
    Other
    $0
    Hours/week
    1 + 1 related

  • STEMPEK PA SUSAN

    DIRECTOR

    Total calculated
    $267,072
    From this org
    $0
    From related orgs
    $245,081
    Other
    $21,991
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,081 related
    Bonus
    $0 + $25,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,991 related
    Filer's total
    $0 + $267,072 related

  • WALD MD PHD MBA CHRISTOPH

    DIRECTOR

    Total calculated
    $622,943
    From this org
    $0
    From related orgs
    $588,963
    Other
    $33,980
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $564,298 related
    Bonus
    $0
    Other
    $0 + $24,665 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $33,980 related
    Filer's total
    $0 + $622,943 related

  • WEISER MD NEIL J

    DIRECTOR

    Total calculated
    $34,127
    From this org
    $0
    From related orgs
    $31,870
    Other
    $2,257
    Hours/week
    1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
SCHEDULE J PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE 2022 CALENDAR YEAR, SOME INDIVIDUALS WHO ARE REPORTED ON THIS FORM 990 SCHEDULE J WERE EMPLOYED BY ENTITIES WHICH WERE PARTICIPATING EMPLOYERS IN THE LAHEY CLINIC 457(B) RETIREMENT SAVINGS PLAN. PURSUANT TO THIS PLAN, ELIGIBLE EMPLOYEES RECEIVED CERTAIN RETIREMENT BENEFITS AND UNDER THE DEFINITIONS TO THIS FORM 990, THIS PLAN IS CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTIONS RECEIVED BY PARTICIPANTS AND RELATED TO THESE PLANS 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.
SCHEDULE J, ADDITIONAL EXPLANATORY FOOTNOTES:
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THIS FORM 990 FOR ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION'S CALENDAR YEAR ENDED DECEMBER 31, 2022 IS CALENDAR YEAR 2022 DETAIL. 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 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: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN. OTHER REPORTABLE COMPENSATION: AMOUNTS QUANTIFIED IN OTHER REPORTABLE COMPENSATION WHICH MAY NOT BE SEPARATELY NOTED IN THIS FILING INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; DISTRIBUTIONS FROM A 457(B) PLAN; AMOUNTS INCLUDIBLE IN INCOME UNDER A 457(F) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED RETIREMENT BENEFITS; OTHER TAXABLE RETIREMENT BENEFITS. 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 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE 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, AND DISABILITY INSURANCE. ALL TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF TRUSTEE, AS DENOTED BY THE LISTED TITLES. BRABECK, M.D., FACP, DAVID M. -EXECUTIVE DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -ATTENDING MD, INTERNAL MEDICINE AND ASSOCIATE PROGRAM DIRECTOR, INTERNAL MEDICINE RESIDENCY - LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER -ASSISTANT CLINICAL PROFESSOR - TUFTS MEDICAL SCHOOL BRAMS, M.D., DAVID -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -ATTENDING PHYSICIAN - LAHEY HOSPITAL AND MEDICAL CENTER -CHAIRMAN - DIVISION OF GENERAL SURGERY COLLER, M.D., JOHN -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -VICE PRESIDENT (RETIRED) - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION CONNELL, M.D., BRENDAN J. -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -ATTENDING PHYSICIAN - LAHEY HOSPITAL AND MEDICAL CENTER, DIVISION OF HEMATOLOGY AND ONCOLOGY CREIGHTON, M.D., FACEP, MALCOLM -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -CHAIR HOSPITAL BASED SPECIALTIES - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -CHAIR EMERGENCY MEDICINE - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION MANDEL, M.D., BURTON -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -PRESIDENT (RETIRED) - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION MANDEVILLE, M.D., JESSICA A. -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -ATTENDING PHYSICIAN - LAHEY HOSPITAL AND MEDICAL CENTER, DIVISION OF UROLOGY MOURTZINOS, M.D., ARTHUR -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -ATTENDING PHYSICIAN - LAHEY HOSPITAL AND MEDICAL CENTER, DIVISION OF UROLOGY NAPOLITANA, M.D., GUY -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -ATTENDING PHYSICIAN - LAHEY HOSPITAL AND MEDICAL CENTER -CHAIRMAN - GENERAL INTERNAL MEDICINE NEZHAD, M.D., STEVEN F. -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -ATTENDING PHYSICIAN - LAHEY HOSPITAL AND MEDICAL CENTER RICCIARDONE, M.D., MARGUERITE -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -ATTENDING PHYSICIAN - LAHEY HOSPITAL AND MEDICAL CENTER, DIVISION OF ANESTHESIA SCHOETZ JR., M.D., DAVID J. -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -CHAIRMAN - EMERITUS, DEPARTMENT OF COLON AND RECTAL SURGERY SILLIN, M.D., LELAN -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION SORCINI, M.D., ANDREA -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -ATTENDING PHYSICIAN - LAHEY HOSPITAL AND MEDICAL CENTER, DIVISION OF UROLOGY STEMPEK, PA, SUSAN -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -PHYSICIAN ASSISTANT - LAHEY HOSPITAL AND MEDICAL CENTER, DIVISION OF PULMONARY AND CRITICAL CARE WALD, M.D. PHD, MBA, CHRISTOPH -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION -ATTENDING PHYSICIAN - LAHEY HOSPITAL AND MEDICAL CENTER -CHAIRMAN - DEPARTMENT OF RADIOLOGY WEISER, M.D., NEIL J. -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION FRANCIS J. SCHOLZ, MD -DIRECTOR - ALUMNI ASSOCIATION OF THE LAHEY CLINIC FOUNDATION

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

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349320712

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