Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $280,004

• 1d · Related organizations

  $93,900

• 1f · All other contributions, gifts and grants

  $11,147,913

• 1g · Noncash contributions included above

  $120,754

• 2a · Program service revenue: PATIENT CARE REVENUE

  total $323,054,846 · related or exempt $323,054,846

• 2b · Program service revenue: SERVICES TO AFFILIATES

  total $18,147,775 · related or exempt $18,147,775

• 2c · Program service revenue: OTHER PHYSICIAN SERVIC

  total $9,363,771 · related or exempt $694,299 · unrelated business $8,669,472

• 2d · Program service revenue: RESEARCH

  total $6,707,981 · related or exempt $6,707,981

• 3 · Investment income

  total $7,342,031 · excluded $7,342,031

• 6a · Gross rents

  personal property $47,330

• 6b · Less rental expenses

  personal property $10,868

• 6c · Rental income or loss

  personal property $36,462

• 6d · Net rental income or loss

  total $36,462 · unrelated business $36,462

• 8a · Fundraising events: gross income

  $16,764

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

  $280,004

• 8b · Fundraising events: direct expenses

  $10,450

• 8c · Net income from fundraising events

  total $6,314 · excluded $6,314

• 11a · Other revenue: EDUCATION

  total $463,321 · related or exempt $463,321

• 11b · Other revenue: REBATES & REFUNDS

  total $59,768 · related or exempt $59,768

• 11c · Other revenue: OTHER REVENUE

  total $14,214 · related or exempt $14,214

• 11e · Other revenue, total

  $537,303

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $204,593 · program services $204,593

• 5 · Compensation of officers, directors and key employees

  total $4,965,416 · program services $4,926,726 · management and general $38,690

• 6 · Compensation of disqualified persons

  total $1,377,635 · program services $1,366,901 · management and general $10,734

• 7 · Other salaries and wages

  total $353,481,719 · program services $350,727,408 · management and general $2,754,311

• 8 · Pension plan contributions

  total $5,788,212 · program services $5,743,111 · management and general $45,101

• 9 · Other employee benefits

  total $24,323,219 · program services $24,133,694 · management and general $189,525

• 10 · Payroll taxes

  total $17,942,517 · program services $17,802,710 · management and general $139,807

• 11a · Fees: management

  total $2,562,654 · program services $640,663 · management and general $1,921,991

• 11g · Fees: other

  total $2,311,426 · program services $2,311,426

• 13 · Office expenses

  total $203,097 · program services $193,920 · management and general $9,177

• 16 · Occupancy

  total $5,570,660 · program services $4,541,093 · management and general $1,029,567

• 17 · Travel

  total $1,456,953 · program services $1,456,953

• 19 · Conferences, conventions and meetings

  total $140,377 · program services $140,377

• 20 · Interest

  total $189,014 · program services $189,014

• 22 · Depreciation, depletion and amortization

  total $5,579,990 · program services $5,322,283 · management and general $257,707

• 23 · Insurance

  total $6,537,818 · program services $6,433,933 · management and general $103,885

• 24a · Other expenses: DIRECT RESEARCH EXPENSE

  total $4,106,073 · program services $4,106,073

• 24b · Other expenses: LICENSES AND DUES

  total $1,664,750 · program services $1,664,750

• 24c · Other expenses: PHARMACEUTICALS

  total $1,409,806 · program services $1,409,806

• 24d · Other expenses: MEDICAL SUPPLIES

  total $1,207,632 · program services $1,207,632

• 24e · All other expenses

  total $1,547,558 · program services $1,238,416 · management and general $309,142

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $114,759 · end of year -$147,994

• 2 · Savings and temporary cash investments

  beginning of year $22,976,546 · end of year $20,772,864

• 3 · Pledges and grants receivable

  beginning of year $15,393,864 · end of year $22,167,481

• 4 · Accounts receivable

  beginning of year $32,023,672 · end of year $36,101,344

• 7 · Other notes and loans receivable

  end of year $65

• 9 · Prepaid expenses and deferred charges

  beginning of year $1,688,252 · end of year $1,862,151

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

  $45,334,763

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

  $32,974,976

• 10c · Land, buildings and equipment, net

  beginning of year $0 · end of year $12,359,787

• 11 · Investments: publicly traded securities

  beginning of year $66,934,419 · end of year $35,582,706

• 12 · Investments: other securities

  beginning of year $19,454,157 · end of year $60,171,707

• 15 · Other assets

  beginning of year $107,312,056 · end of year $123,651,886

• 17 · Accounts payable and accrued expenses

  beginning of year $79,187,656 · end of year $28,014,782

• 19 · Deferred revenue

  beginning of year $9,815,684 · end of year $9,145,556

• 25 · Other liabilities

  beginning of year $107,128,323 · end of year $193,607,874

• 27 · Net assets without donor restrictions

  beginning of year $4,751,967 · end of year $602,453

• 28 · Net assets with donor restrictions

  beginning of year $65,014,095 · end of year $81,151,332

The filer's explanations (Part III)

PART I, LINE 3

LAHEY CLINIC, 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 LAHEY CLINIC, INC. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF LAHEY CLINIC, 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 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 SENIOR EXECUTIVES 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, BETH ISRAEL LAHEY HEALTH, INC. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, LAHEY CLINIC FOUNDATION, INC. 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, SENIOR MANAGEMENT AND DEFINED MEDICAL STAFF, THE JORDAN HEALTH SYSTEMS, INC. 457(F) DEFERRED COMPENSATION 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: ANNA JAQUES HOSPITAL SELECT GROUP 457(B) DEFERRED COMPENSATION PLAN, BETH ISRAEL DEACONESS HOSPITAL MILTON 457(B) PLAN, BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN, BETH ISRAEL LAHEY HEALTH, INC. 457(B) DEFERRED COMPENSATION PLAN, LAHEY CLINIC FOUNDATION, INC. 457(B) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, SENIOR MANAGEMENT AND DEFINED MEDICAL STAFF, MOUNT AUBURN HOSPITAL 457(B) DEFERRED COMPENSATION PLAN, NEW ENGLAND BAPTIST HOSPITAL 457(B) PLAN, THE JORDAN HEALTH SYSTEMS, INC. ELIGIBLE DEFERRED COMPENSATION PLAN, WINCHESTER HOSPITAL SELECT GROUP 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 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 2023 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, 2024 IS CALENDAR YEAR 2023 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):

AQUINO, M.D., PATRICK TRUSTEE, LCI DIVISION CHAIR, PSYCHIATRY - LAHEY CLINIC FOUNDATION, INC. TRUSTEE, LCI DIVISION CHAIR, PSYCHIATRY - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER TRUSTEE, LCI DIVISION CHAIR, PSYCHIATRY - LAHEY CLINIC, INC. BACIARELLI, RENATO (VAL) INTERIM SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER - LAHEY CLINIC, INC. INTERIM SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER - LAHEY FOUNDATION, INC. INTERIM SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER - LAHEY HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR TEMPORARY HOUSING IN THE AMOUNTS OF $126,031. BENNETT, KEVIN UNLESS OTHERWISE STATED, MR. BENNETT'S TERM ENDED IN THE BELOW POSITIONS ON JUNE 18, 2023 DURING A PRIOR FISCAL PERIOD: FORMER CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. FORMER CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER FORMER CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. FORMER TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. INCENTIVE COMPENSATION FOR MR. BENNETT INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $94,800 AND OTHER REPORTABLE COMPENSATION INCLUDES SEVERANCE PAYMENTS RECEIVED IN 2023 IN THE AMOUNT OF $205,096. IN ADDITION, OTHER REPORTABLE COMPENSATION FOR MR. BENNETT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $11,073. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. DEFERRED COMPENSATION FOR MR. BENNETT INCLUDES DEFERRED SEVERANCE PAYMENTS IN THE AMOUNT OF $189,904 TO BE PAID AFTER DECEMBER 31, 2023. BOWEN-BENITICH, BRIGITTE VICE PRESIDENT SURGICAL SERVICES - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER TERM ENDED SEPTEMBER 13, 2024 VICE PRESIDENT SURGICAL SERVICES - LAHEY CLINIC, INC. TERM ENDED SEPTEMBER 13, 2024 BRAMS, M.D., DAVID DR. BRAMS TERM BEGAN THE FOLLOWING ROLES ON JANUARY 1, 2024 TRUSTEE (EX-OFFICIO) (PRES, MEDICAL STAFF) LAHEY CLINIC FOUNDATION, INC. TRUSTEE (PRESIDENT, MEDICAL STAFF) LAHEY CLINIC HOSPITAL, INC, D/B/A LAHEY HOSPITAL & MEDICAL CENTER TRUSTEE (PRESIDENT, MEDICAL STAFF) LAHEY CLINIC, INC. CANTRELL, PAUL VICE PRESIDENT PLANNING, DESIGN, AND CONSTRUCTION - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER VICE PRESIDENT PLANNING, DESIGN, AND CONSTRUCTION- LAHEY CLINIC FOUNDATION, INC. VICE PRESIDENT PLANNING, DESIGN, AND CONSTRUCTION - LAHEY CLINIC, INC. CONNELLY, CPA, MBA, MICHAEL DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, MR. CONNELLY HELD THE FOLLOWING POSITIONS: CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER - LAHEY CLINIC, INC. CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. FORMER INTERIM CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) FORMER INTERIM CHIEF FINANCIAL OFFICER - NORTHEAST MEDICAL PRACTICE, INC. (NOW KNOWN AS BETH ISRAEL LAHEY HEALTH SPECIALTY CARE, INC.) FORMER INTERIM CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990 CRAWFORD, M.D., BETSEY -TRUSTEE; PHYSICIAN, INTERNAL MEDICINE- LAHEY CLINIC FOUNDATION, INC. -TRUSTEE; PHYSICIAN, INTERNAL MEDICINE- LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL TRUSTEE; PHYSICIAN, INTERNAL MEDICINE- LAHEY CLINIC INC. CREIGHTON, M.D., MALCOLM DR. CREIGHTON SERVED IN THE FOLLOWING ROLES UNTIL SEPTEMBER 13, 2024: -HOSPITAL BASED SERVICES AND CHAIR, EMERGENCY MEDICINE - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -HOSPITAL BASED SERVICES AND CHAIR, EMERGENCY MEDICINE - LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS TO CASH OUT PTO IN THE AMOUNTS OF $11,058. D'AGOSTINO, M.D., RICHARD S. - TRUSTEE, PHYSICIAN - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE, PHYSICIAN - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - TRUSTEE, PHYSICIAN - LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION FOR DR. D'AGOSTINO INCLUDES A PAYMENT TO CASH OUT PTO IN THE AMOUNT OF $63,460. GHOGAWALA, M.D., ZOHER NEUROSURGEON - LAHEY CLINIC, INC. HUNTER, M.D., ALICE A -TRUSTEE; ORTHOPAEDIC SURGEON - LAHEY CLINIC FOUNDATION, INC. -TRUSTEE; ORTHOPAEDIC SURGEON - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -TRUSTEE; ORTHOPAEDIC SURGEON - LAHEY CLINIC, INC. JOHNSON, M.D., M.S., FACP, ELIZABETH H. UNLESS OTHERWISE NOTED BELOW, DR. JOHNSON'S TERM ENDED IN THE FOLLOWING POSITIONS ON JUNE 28, 2024: PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK BETH ISRAEL LAHEY HEALTH, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - LAHEY CLINIC, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - LAHEY CLINIC HOSPITAL, INC. 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 PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - MOUNT AUBURN PROFESSIONAL SERVICES, INC. PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - NORTHEAST MEDICAL PRACTICE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 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 $49,390

SCHEDULE J FOOTNOTES (CONTINUED):

KATZ, J.D., JAMIE UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2024: 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 TRUSTEE (EX-OFFICIO) AND 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, INC.D/B/A LAHEY HOSPITAL & MEDICAL CENTER CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION TRUSTEE AND CLERK (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. TRUSTEE AND CLERK - CAB HEALTH AND RECOVERY SERVICES, INC. TRUSTEE AND 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 2023 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 $76,930. IN ADDITION, MR. KATZ OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $29,355. KEITZ, M.D., SHERI -CHAIR OF DEPARTMENT OF MEDICINE - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -CHAIR OF DEPARTMENT OF MEDICINE - LAHEY CLINIC, INC. LEW, JOHN -VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - LAHEY CLINIC, INC. DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $2,244. LIESCHING, M.D., TIMOTHY TRUSTEE - BETH ISRAEL LAHEY HEALTH, INC. O TERM ENDED ON JUNE 15, 2024 SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC, INC. SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC FOUNDATION, INC. SENIOR VICE PRESIDENT AND CHIEF MEDICAL OFFICER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER DR. LIESCHING SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, UNLESS OTHERWISE STATED. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 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. LIESCHING INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $75,000.

SCHEDULE J FOOTNOTES (CONTINUED):

LONGWORTH, M.D., DAVID FORMER CHAIR, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK BETH ISRAEL LAHEY HEALTH, INC. FORMER PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. FORMER PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC, INC. FORMER PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER FORMER PRESIDENT (EX-OFFICIO), TRUSTEE, BOARD CHAIR - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. FORMER PRESIDENT (EX-OFFICIO), TRUSTEE, BOARD CHAIR - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP FORMER TRUSTEE CAB HEALTH & RECOVERY SERVICES, INC. FORMER TRUSTEE HEALTH & EDUCATION HOUSING SERVICES, INC FORMER TRUSTEE - NORTHEAST BEHAVIORAL HEALTH CORPORATION DR. LONGWORTH'S TERM ENDED IN THE ABOVE POSITIONS IN DECEMBER 2022, DURING THE PRIOR FISCAL PERIOD. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 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. LONGWORTH INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $205,219 AND RELATED TO SERVICES TO THE ENTITIES ABOVE PRIOR TO HIS RETIREMENT. MAGGE, M.D., SUBU NEUROSURGERY - LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION FOR DR. MAGGE INCLUDES PAYMENTS TO CASH OUT PTO IN THE AMOUNTS OF $17,086. MARX, M.D., JEFFREY L FORMER INTERIM CHAIR, DEPARTMENT OF MEDICINE - LAHEY CLINIC, INC. FORMER INTERIM CHAIR, DEPARTMENT OF MEDICINE - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER OTHER REPORTABLE COMPENSATION FOR DR. MARX INCLUDES PAYMENTS TO CASH OUT PTO IN THE AMOUNTS OF $65,155. MOFFATT-BRUCE, M.D., PH.D., SUSAN PRESIDENT & TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. PRESIDENT & TRUSTEE - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER PRESIDENT & TRUSTEE - LAHEY CLINIC, INC. DR. MOFFATT-BRUCE SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. AS REPORTED IN THE PRIOR FORM 990, DR. MOFFATT-BRUCE COMMENCED HER POSITIONS AS PRESIDENT AND TRUSTEE (EX-OFFICIO) FOR THE LAHEY CLINIC FOUNDATION, LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER ON MARCH 1, 2023. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR TEMPORARY HOUSING IN THE AMOUNTS OF $82,786. OTHER REPORTABLE COMPENSATION ALSO INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNT OF $10,794. DEFERRED COMPENSATION IN THE AMOUNT OF $200,000 RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2023, 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. MOSENTHAL, M.D., ANNE - TRUSTEE, CHIEF ACADEMIC OFFICER - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE, CHIEF ACADEMIC OFFICER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - TRUSTEE, CHIEF ACADEMIC OFFICER - LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS TO CASH OUT PTO IN THE AMOUNTS OF $85,670 MOURTZINOS M.D., ARTHUR P. - TRUSTEE, UROLOGIST- LAHEY CLINIC FOUNDATION, INC - TRUSTEE, UROLOGIST - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - TRUSTEE, UROLOGIST - LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION FOR DR. MOURTZINOS INCLUDES A PAYOUT TO CASH OUT PTO IN THE AMOUNT OF $12,603. RIOS, CINDY MS. RIOS SERVED IN THE FOLLOWING POSITIONS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 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, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER 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 2023 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 $125,000 RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2023, 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. IN ADDITION, DEFERRED COMPENSATION INCLUDES AN UNVESTED CONTRIBUTION TO A NONQUALIFIED PLAN IN THE AMOUNT OF $52,757.

SCHEDULE J FOOTNOTES (CONTINUED):

ROBINSON, MPH, MBA, JASON MR. ROBINSON SERVED IN THE FOLLOWING ROLES UNTIL SEPTEMBER 13, 2024: -VP HOSPITAL SERVICES AND ACADEMIC AFFAIRS - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -VP HOSPITAL SERVICES AND ACADEMIC AFFAIRS - LAHEY CLINIC, INC. ROSENBLATT, M.D., MICHAEL S. FORMER CHIEF MEDICAL OFFICER - LAHEY CLINIC, INC. FORMER CHIEF MEDICAL OFFICER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER SENARIAN, EMILY MS. SENARIAN SERVED IN THE FOLLOWING ROLES UNTIL SEPTEMBER 13, 2024: -VP MEDICAL SERVICES AND AMBULATORY PERFORMANCE - LAHEY CLINIC, INC. -VP MEDICAL SERVICES AND AMBULATORY PERFORMANCE - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER SHEKAR, M.D., PREM S- CARDIOTHORACIC SURGEON - LAHEY CLINIC, INC. SHORETT, PETER SENIOR EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER - BETH ISRAEL LAHEY HEALTH, INC. O TERM BEGAN DECEMBER 10, 2023 EXECUTIVE VICE PRESIDENT AND CHIEF STRATEGY OFFICER - BETH ISRAEL LAHEY HEALTH, INC. O TERM ENDED DECEMBER 9, 2023 TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - MOUNT AUBURN HOSPITAL O TERM ENDED ON JANUARY 31, 2024. TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - ANNA JAQUES HOSPITAL, INC. O TERM BEGAN ON JANUARY 1, 2024 TRUSTEE - SEACOAST AFFILIATED GROUP PRACTICE, INC. O TERM BEGAN ON JANUARY 1, 2024 TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. O TERM BEGAN ON FEBRUARY 1, 2024 TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - LAHEY CLINIC FOUNDATION, INC. O TERM BEGAN ON FEBRUARY 1, 2024 TRUSTEE - LAHEY CLINIC HOSPITAL, INC. O TERM BEGAN ON FEBRUARY 1, 2024 TRUSTEE - LAHEY CLINIC, INC. O TERM BEGAN ON FEBRUARY 1, 2024 TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. O TERM ENDED ON MARCH 29, 2024. TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP O TERM ENDED ON MARCH 29, 2024. IN ADDITION, MR. SHORETT SERVED IN THE FOLLOWING ROLES TERM DURING THE PERIOD JANUARY 1, 2024 AND ENDED AUGUST 4, 2024: 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 - JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - NORTHEAST HOSPITAL CORPORATION TRUSTEE - THE JORDAN HEALTH SYSTEMS, INC. TRUSTEE - WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO, CEO DESIGNEE) - WINCHESTER HOSPITAL MR. SHORETT SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. OTHER REPORTABLE COMPENSATION FOR MR. SHORETT INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $179,843. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. SORCINI, M.D., ANDREA P. DR. SORCINI SERVED IN THE FOLLOWING ROLES UNTIL DECEMBER 31, 2023: - TRUSTEE (EX-OFFICIO); MSA PRESIDENT AND UROLOGIST - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE ; MSA PRESIDENT AND UROLOGIST - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - TRUSTEE ; MSA PRESIDENT AND UROLOGIST - LAHEY CLINIC, INC. SRINIVASAN M.D., JAYASHRI - TRUSTEE; DIVISION CHAIR NEUROLOGY - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE; DIVISION CHAIR NEUROLOGY - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - TRUSTEE; DIVISION CHAIR NEUROLOGY - LAHEY CLINIC, INC. STAIN, M.D., STEVEN -CHAIR, DEPT OF SURGERY - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -CHAIR, DEPT OF SURGERY - LAHEY CLINIC, INC.

SCHEDULE J FOOTNOTES (CONTINUED):

TABB, M.D., KEVIN UNLESS OTHERWISE NOTED BELOW, DR. TABB HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDING SEPTEMBER 30, 2024: PRESIDENT AND CHIEF EXECUTIVE OFFICER; TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. CHIEF EXECUTIVE OFFICER AND TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. O TRUSTEE (EX-OFFICIO) ROLE ENDED ON JANUARY 31, 2024 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. O TRUSTEE (EX-OFFICIO) ROLE ENDED ON JANUARY 31, 2024 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC, INC. O TRUSTEE (EX-OFFICIO) ROLE ENDED ON JANUARY 31, 2024 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE TRUSTEE (EX OFFICIO) AND CHIEF EXECUTIVE OFFICER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. O TRUSTEE (EX-OFFICIO) ROLE ENDED ON JANUARY 31, 2024 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE 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) AND TRUSTEE (EX-OFFICIO) NORTHEAST BEHAVIORAL HEALTH CORPORATION O TRUSTEE (EX-OFFICIO) ROLE ENDED ON OCTOBER 31, 2023 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE CHIEF EXECUTIVE OFFICER AND TRUSTEE - CAB HEALTH AND RECOVERY SERVICES, INC. O TRUSTEE ROLE ENDED ON OCTOBER 31, 2023 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE CHIEF EXECUTIVE OFFICER AND TRUSTEE - HEALTH AND EDUCATION HOUSING SERVICES, INC. O TRUSTEE ROLE ENDED ON OCTOBER 31, 2023 AT WHICH TIME HE APPOINTED A DESIGNEE TO THIS ROLE 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, INC.. 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, 2024. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2023 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 $497,673. PART OR ALL OF THE PAYMENTS REPRESENT AMOUNTS REPORTED IN PRIOR YEARS AS OTHER REPORTABLE COMPENSATION OR DEFERRED COMPENSATION. IN ADDITION, DR. TABB'S OTHER REPORTABLE COMPENSATION INCLUDES PAYMENTS FOR GROUP TERM LIFE INSURANCE IN THE AMOUNTS OF $23,364. DEFERRED COMPENSATION IN THE AMOUNT OF $1,034,000 IS INCLUDED IN THIS FILING FOR DR. TABB. THIS AMOUNT RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2023, 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. TABERNER, MIKAELA - ASSOCIATE GENERAL COUNSEL - BETH ISRAEL LAHEY HEALTH - ASSISTANT CLERK - LAHEY CLINIC FOUNDATION, INC. - ASSISTANT CLERK - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER - ASSISTANT CLERK - LAHEY CLINIC, INC. INCENTIVE COMPENSATION FOR MS TABERNER INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $10,861. WHITMORE, ROBERT G NEUROSURGEON - LAHEY CLINIC, INC. OTHER REPORTABLE COMPENSATION DR, WHITMORE INCLUDES PAYMENTS TO CASH OUT PTO IN THE AMOUNTS OF $24.314. WINGER, M.D., CHRISTINE - TRUSTEE, PHYSICIAN - LAHEY CLINIC, INC. - TRUSTEE, PHYSICIAN - LAHEY CLINIC FOUNDATION, INC. - TRUSTEE, PHYSICIAN - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER YEW, ANDREW Y NEUROSURGEON - LAHEY CLINIC, INC.

Disregarded entities

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

• CONCORD SPECIALISTS LLC

  HEALTHCARE · MA · income $0 · assets $0

  Directly controlled by LAHEY CLINIC INC

Related partnerships

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

• BETH ISRAEL LAHEY HEALTH SURGERY CENTER PLYMOUTH LLC

  SURGERY CENTER · MA

• BIDCO HOSPITAL LLC

  COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC · MA

• BIDCO PHYSICIAN LLC

  COORDINATED SAFE AND COST EFFECTIVE PATIENT CARE AT BILH · MA

• BILH INVESTMENT PARTNERSHIP LLP

  INVESTMENT PARTNERSHIP · MA

• NEBSC HOSPITAL HOLDINGS LLC

  INVESTMENT PARTNERSHIP · MA

• NEW ENGLAND BAPTIST SURGERY CENTER LLC

  AMBULATORY SURGERY CENTER · MA

• PHYSICIANS PROFESSIONAL SERVICES LLP

  TO PROVIDE MEDICAL BILLING SERVICES · MA

• SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC

  MRI SERVICES · MA

• WINCHESTER HOSPITALSHIELDS MRI LLC

  MRI SERVICES · MA

Related corporations and trusts

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

• GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC

  C · MANAGEMENT SERVICES · MA

• HUNTINGFIELD CORPORATION

  C · TO HOLD OWNERSHIP OF SUBTERRANEAN RIGHTS · DE

• LAHEY CLINIC INSURANCE CO LTD

  C · INSURANCE · BD

• LEDGEWOOD HEALTH CARE CORPORATION

  C · NURSING HOME · MA

• NORTHEAST PROPRIETARY CORP

  C · MEDICAL SERVICES · MA

• WINCHESTER HEALTHCARE ENTERPRISES INC

  C · MANAGEMENT SERVICES · MA

• WINCHESTER PHYSICIAN ASSOCIATES INC

  C · MANAGEMENT SERVICES · MA

• WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC

  C · INACTIVE · MA