Form 990 for tax year 2022

Revenue

Part VIII, the statement of revenue.

• 2a · Program service revenue: PATIENT CARE REVENUE

  total $18,774,648 · related or exempt $18,774,648

• 2b · Program service revenue: SERVICES TO AFFILIATES

  total $21,000 · related or exempt $21,000

• 6a · Gross rents

  real property $56,612

• 6b · Less rental expenses

  real property $8,764

• 6c · Rental income or loss

  real property $47,848

• 6d · Net rental income or loss

  total $47,848 · unrelated business $47,848

• 11a · Other revenue: REBATES AND REFUNDS

  total $72,858 · related or exempt $72,858

• 11b · Other revenue: COSMECEUTICAL SALES

  total $3,515 · unrelated business $3,515

• 11c · Other revenue: FEDERAL RECOVERY

  total $525 · related or exempt $525

• 11e · Other revenue, total

  $76,898

Functional expenses

Part IX, the statement of functional expenses.

• 7 · Other salaries and wages

  total $14,284,241 · program services $13,367,771 · management and general $916,470

• 8 · Pension plan contributions

  total $203,712 · program services $190,642 · management and general $13,070

• 9 · Other employee benefits

  total $1,824,438 · program services $1,707,383 · management and general $117,055

• 10 · Payroll taxes

  total $834,201 · program services $780,679 · management and general $53,522

• 11g · Fees: other

  total $1,053,924 · program services $662,624 · management and general $391,300

• 13 · Office expenses

  total $38,837 · management and general $38,837

• 16 · Occupancy

  total $3,105,226 · program services $2,479,980 · management and general $625,246

• 22 · Depreciation, depletion and amortization

  total $767,953 · program services $767,789 · management and general $164

• 23 · Insurance

  total $233,840 · program services $204,474 · management and general $29,366

• 24a · Other expenses: PHARMACEUTICALS

  total $1,050,394 · program services $1,050,394

• 24b · Other expenses: MEDICAL SUPPLIES

  total $440,276 · program services $440,276

• 24c · Other expenses: OTHER SUPPLIES

  total $112,598 · program services $112,589 · management and general $9

• 24d · Other expenses: MAINTENANCE CONTRACTS

  total $62,929 · program services $62,929

• 24e · All other expenses

  total $193,441 · program services $193,441

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $1,100 · end of year -$9,691

• 2 · Savings and temporary cash investments

  beginning of year -$16,402

• 4 · Accounts receivable

  beginning of year $1,177,902 · end of year $1,240,700

• 9 · Prepaid expenses and deferred charges

  beginning of year $69,603 · end of year $61,082

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

  $9,928,726

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

  $4,486,938

• 10c · Land, buildings and equipment, net

  beginning of year $6,085,398 · end of year $5,441,788

• 14 · Intangible assets

  beginning of year $2,980,012 · end of year $2,980,012

• 15 · Other assets

  beginning of year $18,166,478 · end of year $9,112,244

• 17 · Accounts payable and accrued expenses

  beginning of year $2,350,051 · end of year $2,138,289

• 25 · Other liabilities

  beginning of year $12,152,250 · end of year $8,011,672

• 27 · Net assets without donor restrictions

  beginning of year $13,961,790 · end of year $8,676,174

The filer's explanations (Part III)

SCHEDULE J, PART I LINE 1A, TAX INDEMNIFICATION AND GROSS-UP PAYMENTS

FROM TIME TO TIME AND UNDER CERTAIN CIRCUMSTANCES, BETH ISRAEL LAHEY HEALTH PRIMARY CARE 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 FALL INTO THIS CATEGORY ARE REIMBURSEMENT FOR RELOCATION AND TEMPORARY HOUSING. SCHEDULE J, PART I LINE 3, CEO AND PRESIDENT COMPENSATION BETH ISRAEL LAHEY HEALTH PRIMARY CARE'S CHIEF EXECUTIVE OFFICER AND PRESIDENT ARE EMPLOYED THROUGH BETH ISRAEL LAHEY HEALTH (BILH), WHICH AS NOTED THROUGHOUT THIS FILING, IS THE DIRECT OR INDIRECT SOLE MEMBER OF BETH ISRAEL LAHEY HEALTH PRIMARY CARE. IN THIS CAPACITY, THE BILH COMPENSATION COMMITTEE SETS COMPENSATION FOR THE CEO AND PRESIDENT OF BETH ISRAEL LAHEY HEALTH PRIMARY CARE. 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. SCHEDULE J, PART I, LINE 4B, NON-QUALIFIED PLANS 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. AMOUNTS RECEIVED BY PARTICIPANTS, DEFERRED BY PARTICIPANTS AND THE CHANGE IN VALUE OF THE PLAN BENEFITS RELATED TO THESE PARTICIPANTS'' ACCOUNTS 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, PART I, LINE 7, NON-FIXED PAYMENTS

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 2022 CALENDAR YEAR, BILH MAINTAINED EXECUTIVE COMPENSATION PACKAGES WHICH INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF VARIOUS FACTORS, INCLUDING BUT NOT LIMITED TO, MEETING OR EXCEEDING THE EMPLOYING ENTITY'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. IN EACH CASE, INCENTIVE COMPENSATION WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE, AND FOR THE BILH CEO AS NOTED ABOVE, THE FULL BILH BOARD OF TRUSTEES. ADDITIONAL INFORMATION IS INCLUDED IN THE EXPLANATORY NOTES TO THIS SCHEDULE J. ADDITIONAL EXPLANATORY NOTES: DIRECTORS AND TRUSTEES SERVE WITHOUT COMPENSATION: ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES IN THE NOTES BELOW. REPORTING PERIOD: AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THE FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023 IS CALENDAR YEAR 2022 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. ARMSTRONG, ESQ., EMILY -ASSISTANT VICE PRESIDENT AND ASSISTANT DEPUTY GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH -ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. -ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. -ASSISTANT CLERK (EX-OFFICIO) - JOSLIN CLINIC, INC. -ASSISTANT CLERK (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. -ASSISTANT CLERK (EX-OFFICIO) (HOSPITAL ATTORNEY) - THE JORDAN HEALTH SYSTEMS, INC. -ASSISTANT CLERK (EX-OFFICIO) (HOSPITAL ATTORNEY) - JORDAN PHYSICIAN ASSOCIATES, INC. -CLERK (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM ENDED MARCH 30, 2023 -CLERK (EX-OFFICIO) - BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. -CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM ENDED MARCH 30, 2023 UNLESS OTHERWISE NOTED, MS. ARMSTRONG SERVED IN THE POSITIONS ABOVE FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 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 A PAYMENT FOR PTO CASHED OUT IN THE AMOUNT OF $23,808. BENNETT, KEVIN -CHIEF FINANCIAL OFFICER & ASSISTANT TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, 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, INC. -TRUSTEE - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. - TERM EXPIRED ON JUNE 22, 2023. IN ADDITION, MR. BENNETT SERVED IN THE FOLLOWING ROLES FOR THE PERIOD MAY 15, 2022 JANUARY 11, 2023: -INTERIM CHIEF OPERATING OFFICER - LAHEY CLINIC FOUNDATION, INC. -INTERIM CHIEF OPERATING OFFICER - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -INTERIM CHIEF OPERATING OFFICER - LAHEY CLINIC, INC. UNLESS OTHERWISE STATED, MR. BENNETT SERVED IN THE ABOVE POSITIONS THROUGH JUNE 18, 2023. AS REQUIRED IN FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. OTHER REPORTABLE COMPENSATION FOR MR. BENNETT INCLUDES A MILESTONE PAYMENT IN THE AMOUNT OF $63,200. DEFERRED COMPENSATION IN THE AMOUNT OF $94,800 IS INCLUDED IN THIS FILING FOR MR. BENNETT. THAT AMOUNT RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2022, 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. CAHILL, KRISTY -MEDICAL DIRECTOR CGP - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. CONNORS, LAURIE -VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP -VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NORTHEAST BEHAVIORAL HEALTH CORPORATION -VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. -VICE PRESIDENT, HUMAN RESOURCES BUSINESS PARTNER - NORTHEAST SENIOR HEALTH CORPORATION OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. CONNORS INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $20,393. INCLUDED IN THIS AMOUNT IS AN UNREALIZED LOSS IN THE AMOUNT OF $107 IMPACTING THE NONQUALIFIED UNVESTED BALANCE.

DESOCIO, MICHAEL

UNLESS OTHERWISE NOTED BELOW, MR. DESOCIO HELD THE FOLLOWING POSITIONS THROUGH HIS RETIREMENT ON MARCH 15, 2023: -CHIEF FINANCIAL OFFICER, BETH ISRAEL HEALTH PRIMARY CARE NETWORK -CHIEF FINANCIAL OFFICER MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM ENDED ON FEBRUARY 6, 2023 -CHIEF FINANCIAL OFFICER, BETH ISRAEL HEALTH PRIMARY CARE, INC. -CHIEF FINANCIAL OFFICER, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK- COMMUNITY PHYSICIANS ASSOCIATES, INC. -CHIEF FINANCIAL OFFICER, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - SEACOAST AFFILIATED GROUP PRACTICE, INC. -CHIEF FINANCIAL OFFICER, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK - NORTHEAST MEDICAL PRACTICE, INC. AS NOTED ABOVE, MR. DESOCIO SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 COMPENSATION. BASE COMPENSATION, INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED AS REQUIRED IN FORM 990, SCHEDULE J. GALLAGHER, DENIS W. -FORMER PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE - BETH ISRAEL LAHEY HEALTH, INC -FORMER TRUSTEE (EX-OFFICIO); TREASURER, PRESIDENT - BETH ISRAEL LAHEY HEALTH PRIMARY CARE -FORMER PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE - LAHEY CLINIC HOSPITAL, INC. -FORMER PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE - LAHEY CLINIC, INC. -FORMER PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE - NORTHEAST MEDICAL PRACTICE, INC. -FORMER TRUSTEE, TREASURER, PRESIDENT - BETH ISRAEL LAHEY HEALTH PRIMARY CARE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. GALLAGHER INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $100,266. INCLUDED IN THIS AMOUNT ARE DISTRIBUTIONS OF $80,766. GORDON, LAURENCE A -PHYSICIAN, FAMILY MEDICINE - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. JOHNSON, M.D., M.S., FACP, ELIZABETH H. DR. JOHNSON SERVED IN THE POSITIONS BELOW FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2023 UNLESS OTHERWISE NOTED BELOW. -PRESIDENT, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK -PRESIDENT, BOARD CHAIR, TREASURER (EX-OFFICIO), & TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - DR. JOHNSON SERVED AS TREASURER UNTIL MARCH 31, 2023 -PRESIDENT, BOARD CHAIR, & TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 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 AND DEFERRED COMPENSATION FOR DR. JOHNSON INCLUDES CHANGE IN VALUE OF NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(16,338). JOHNSTON, MELISSA -CHIEF OPERATING OFFICER, NORTHERN REGION , BETH ISRAEL LAHEY HEALTH PRIMARY CARE - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -CHIEF OPERATING OFFICER, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NORTH REGION - BETH ISRAEL LAHEY HEALTH, INC. -CHIEF OPERATING OFFICER, NORTHERN REGION BETH ISRAEL LAHEY HEALTH PRIMARY CARE - NORTHEAST MEDICAL PRACTICE INC. JOSEPH, ESQ., LESLIE A. -ASSISTANT VICE PRESIDENT, ASSISTANT DEPUTY GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH -ASSISTANT CLERK - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM BEGAN MARCH 31, 2023 -CLERK & TRUSTEE CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. -TRUSTEE & CLERK (EX-OFFICIO) NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. -ASSISTANT CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM BEGAN MARCH 31, 2023 MS. JOSEPH SERVED IN THE POSITIONS ABOVE FOR THE FULL FISCAL YEAR ENDED SEPTEMBER 30, 2023 UNLESS OTHERWISE NOTED. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 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 AND DEFERRED COMPENSATION FOR MS. JOSEPH INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $(24,800). INCLUDED IN THIS AMOUNT, IS AN UNREALIZED LOSS OF $25,742 IMPACTING HER NONQUALIFIED BENEFIT.

KATZ, J.D., JAMIE

UNLESS OTHERWISE NOTED BELOW, MR. KATZ HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2023: -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 (EX-OFFICIO) - BID - MILTON PHYSICIAN ASSOCIATES, INC. -CLERK (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. -CLERK (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES, INC. -CLERK (EX-OFFICIO) - 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 (EX-OFFICIO) AND CLERK (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. -TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. -TRUSTEE (EX-OFFICIO)RAND 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. -DIRECTOR AND CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. -CLERK (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. -CLERK (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -CLERK (EX-OFFICIO) - LAHEY CLINIC, INC. -CLERK (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC.D/B/A LAHEY HOSPITAL & MEDICAL CENTER -CLERK (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION -TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. -TRUSTEE AND CLERK - CAB HEALTH AND RECOVERY SERVICES, INC. -TRUSTEE (EX-OFFICIO) AND CLERK (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. -CLERK (EX-OFFICIO) - WINCHESTER HOSPITAL -CLERK (EX-OFFICIO) - 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 - TERM BEGAN ON MARCH 31, 2023 -CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. -CLERK (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM BEGAN ON MARCH 31, 2023 EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES INC. WHICH IN TURN SERVES AS THE SOLE MEMBER OF EXETER HOSPITAL AND ADDITIONAL AFFILIATES. AS OF THAT DATE MR. KATZ ASSUMED THE FOLLOWING ADDITIONAL POSITIONS: -CLERK (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. -CLERK (EX-OFFICIO) - EXETER HOSPITAL, INC. -CLERK (EX-OFFICIO) - CORE PHYSICIANS, LLC -SECRETARY (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 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 CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $68,094. INCLUDED IN THIS AMOUNT IS A DISTRIBUTION FROM A NONQUALIFIED PLAN IN THE AMOUNT OF $72,875 AND AN UNREALIZED LOSS IN THE AMOUNT OF $24,281. KERNDL, JOHN UNLESS OTHERWISE NOTED BELOW, MR. KERNDL HELD THE FOLLOWING POSITIONS THROUGH DECEMBER 31, 2022: -EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH, INC. -TRUSTEE AND TREASURER - CAB HEALTH AND RECOVERY SERVICES, INC. -TREASURER - COMMUNITY PHYSICIANS ASSOCIATES, INC. -TREASURER - CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. -TRUSTEE, TREASURER (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. -TREASURER (EX-OFFICIO) - THE JORDAN HEALTH SYSTEMS, INC. -TREASURER (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES, INC. -TREASURER (EX-OFFICIO) - LAHEY CLINIC, INC. -TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -TREASURER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -TRUSTEE AND TREASURER (EX-OFFICIO) - LAHEY HEALTH SHARED SERVICES, INC. -TREASURER (EX-OFFICIO) - MOUNT AUBURN HOSPITAL -TREASURER (EX-OFFICIO) MOUNT AUBURN PROFESSIONAL SERVICES -ASSISTANT TREASURER (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP -TREASURER (EX-OFFICIO) - BID - MILTON PHYSICIAN ASSOCIATES, INC. -TREASURER (EX-OFFICIO) - NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. -TREASURER (EX-OFFICIO) - NEW ENGLAND BAPTIST HOSPITAL -TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST BEHAVIORAL HEALTH CORPORATION -TRUSTEE (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - NORTHEAST HEALTH SYSTEM, INC. -TREASURER (EX-OFFICIO) - NORTHEAST HOSPITAL CORPORATION -TRUSTEE (EX-OFFICIO), TREASURER(EX-OFFICIO) - NORTHEAST MEDICAL PRACTICE INC. -TRUSTEE (EX-OFFICIO), TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION -TREASURER (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. -TRUSTEE AND TREASURER (EX-OFFICIO) - SEACOAST NURSING AND REHABILITATION CENTER, INC. -TREASURER (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. -TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL -DIRECTOR (EX-OFFICIO) AND TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. -TRUSTEE (EX-OFFICIO), TREASURER (EX-OFFICIO) - ADDISON GILBERT SOCIETY, INC. -TREASURER (EX-OFFICIO) - ANNA JAQUES HOSPITAL, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER, INC. -TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PHARMACY, INC. -MANAGING DIRECTOR - BETH ISRAEL DEACONESS PHYSICIAN ORGANIZATION, LLC -MANAGING DIRECTOR, TREASURER - BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK, LLC -TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE ACCOUNTABLE CARE ORGANIZATION, LLC -TREASURER (EX-OFFICIO) - LAHEY CLINICAL PERFORMANCE NETWORK, LLC -ASSISTANT TREASURER (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -TREASURER (EX-OFFICIO) - JOSLIN CLINIC, INC. -TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 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. KERNDL INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $109,434. OF THIS AMOUNT, $89,934 WAS UNVESTED AT SEPTEMBER 30, 2023. OTHER REPORTABLE COMPENSATION FOR MR. KERNDL ALSO INCLUDES $ 7,961 RELATED TO TEMPORARY HOUSING.

LONGWORTH, M.D., DAVID

DR. LONGWORTH SERVED IN THE POSITIONS NOTED BELOW THROUGH DECEMBER 31,2022 UNLESS OTHERWISE NOTED: -CHAIR, BETH ISRAEL LAHEY HEALTH PRIMARY CARE NETWORK -PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC, INC. -PRESIDENT AND TRUSTEE (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -PRESIDENT (EX-OFFICIO), TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. - TERM ENDED ON DECEMBER 1, 2022. -PRESIDENT (EX-OFFICIO), TRUSTEE (EX-OFFICIO), BOARD CHAIR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM ENDED ON DECEMBER 1, 2022. -TRUSTEE CAB HEALTH & RECOVERY SERVICES, INC. -TRUSTEE HEALTH & EDUCATION HOUSING SERVICES, INC -TRUSTEE - NORTHEAST BEHAVIORAL HEALTH CORPORATION AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 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 AND DEFERRED COMPENSATION FOR DR. LONGWORTH INCLUDES COMBINED CONTRIBUTIONS TO, PAYMENTS FROM AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $58,310. INCLUDED IN THIS AMOUNT IS A DISTRIBUTION FROM A NONQUALIFIED PLAN IN THE AMOUNT OF $89,152 AND AN UNREALIZED LOSS IN THE AMOUNT OF $50,342. MEDWID, WILLIAM J -PHYSICIAN, FAMILY MEDICINE - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. OETTINGER, JANA -PHYSICIAN, INTERNAL MEDICINE - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. PLOSKER, MATTHEW -PHYSICIAN, FAMILY MEDICINE - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. REINHOLD, M.D., MBA, LARS-ERIC -ASSOCIATE CHIEF MEDICAL OFFICER, NORTHERN REGION BETH ISRAEL LAHEY HEALTH PRIMARY CARE - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -ASSOCIATE CHIEF MEDICAL OFFICER, NORTHERN REGION BETH ISRAEL LAHEY HEALTH PRIMARY CARE - NORTHEAST MEDICAL PRACTICE INC. RIOS, CINDY -TREASURER (EX-OFFICIO) AND INTERIM CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH, INC. - TERM BEGAN JANUARY 1, 2023. -SENIOR VICE PRESIDENT AND OPERATIONS CHIEF FINANCIAL OFFICER BETH ISRAEL LAHEY HEALTH, INC. - TERM ENDED DECEMBER 31, 2022 UNLESS OTHERWISE NOTED, EFFECTIVE JANUARY 1, 2023, MS. RIOS ALSO ASSUMED THE FOLLOWING POSITIONS: -TREASURER - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP - TERM BEGAN MARCH 31, 2023 -TREASURER (EX-OFFICIO) - CAREGROUP PARMENTER HOME CARE & HOSPICE, INC. -TREASURER (EX-OFFICIO) - 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 (EX-OFFICIO) - 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. - TERM BEGAN MARCH 31, 2023 -TREASURER (EX-OFFICIO) - COMMUNITY PHYSICIANS ASSOCIATES, INC. -TREASURER (EX-OFFICIO) - JOSLIN CLINIC, INC. -TREASURER (EX-OFFICIO) - JOSLIN DIABETES CENTER, INC. -TREASURER (EX-OFFICIO) - THE JORDAN HEALTH SYSTEMS, INC. -TREASURER (EX-OFFICIO) - JORDAN PHYSICIAN ASSOCIATES, INC. -TREASURER (EX-OFFICIO) - LAHEY CLINIC FOUNDATION, INC. -TREASURER (EX-OFFICIO) - LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL & MEDICAL CENTER -TREASURER (EX-OFFICIO) - 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 (EX-OFFICIO) - SEACOAST AFFILIATED GROUP PRACTICE, INC. -DIRECTOR & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL FOUNDATION, INC. -TREASURER (EX-OFFICIO) - WINCHESTER HEALTHCARE MANAGEMENT, INC. -TRUSTEE & TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. -TRUSTEE & TREASURER (EX-OFFICIO) - HEALTH AND EDUCATION HOUSING SERVICES, INC. -TRUSTEE & TREASURER (EX-OFFICIO) - 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. -TRUSTEE & TREASURER (EX-OFFICIO) - NORTHEAST SENIOR HEALTH CORPORATION -TRUSTEE & TREASURER (EX-OFFICIO) - SEACOAST NURSING & REHABILITATION CENTER, INC. -TRUSTEE & TREASURER (EX-OFFICIO) - WINCHESTER HOSPITAL EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES INC. WHICH IN TURN SERVES AS THE SOLE MEMBER OF EXETER HOSPITAL AND ADDITIONAL AFFILIATES. AS OF THAT DATE MS. RIOS ASSUMED THE FOLLOWING ADDITIONAL POSITIONS: -TREASURER (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. -TREASURER (EX-OFFICIO) - EXETER HOSPITAL, INC. -TREASURER (EX-OFFICIO) - ROCKINGHAM VISITING NURSE ASSOC & HOSPICE MS. RIOS SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 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 TEMPORARY HOUSING AND MOVING EXPENSES IN THE AMOUNT OF $41,927 AND 9,904, RESPECTIVELY. DEFERRED COMPENSATION IN THE AMOUNT OF $187,500 INCLUDED IN THIS FILING FOR MS. RIOS RELATES TO A MILESTONE PAYMENT WHICH, AS OF DECEMBER 31, 2022, 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. SHORETT, PETER UNLESS OTHERWISE NOTED BELOW, MR. SHORETT HELD THE FOLLOWING POSITIONS FOR THE FULL FISCAL PERIOD ENDED SEPTEMBER 30, 2023: -EXECUTIVE VICE PRESIDENT AND CHIEF STRATEGY OFFICER - BETH ISRAEL LAHEY HEALTH, INC. -TRUSTEE (EX-OFFICIO) - BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. -TRUSTEE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL LAHEY HEALTH PRIMARY CARE A/K/A AFFILIATED PHYSICIANS GROUP -TRUSTEE (EX-OFFICIO, CEO DESIGNATE) - MOUNT AUBURN HOSPITAL EFFECTIVE JULY 1, 2023, BETH ISRAEL LAHEY HEALTH BECAME THE SOLE MEMBER OF EXETER HEALTH RESOURCES INC. WHICH IN TURN SERVES AS THE SOLE MEMBER OF EXETER HOSPITAL AND ADDITIONAL AFFILIATES. AS OF THAT DATE MR. SHORETT ASSUMED THE FOLLOWING ADDITIONAL POSITIONS: -TRUSTEE (EX-OFFICIO) - EXETER HEALTH RESOURCES, INC. -TRUSTEE (EX-OFFICIO) - EXETER HOSPITAL, INC. MR. SHORETT SERVED IN THE POSITIONS ABOVE DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2023. AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED HERE IS CALENDAR YEAR 2022 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 AND DEFERRED COMPENSATION FOR MR. SHORETT INCLUDES COMBINED CONTRIBUTIONS TO, AND CHANGE IN VALUE OF, NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $45,017. OF THIS AMOUNT, $34,926 IS UNVESTED AS OF DECEMBER 31, 2022.

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