Civic Intelligence

Seacoast Affiliated Group Practices Inc

990 • Fiscal year 2021 • EIN 04-3485648

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 15, 2022

25 Highland AveNewburyport, MA 01915

(978) 463-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

1.50x

Higher debt load relative to assets than 98% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.33x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

11th percentile

-11%

Higher net margin than 11% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

100th percentile

$3,743,178

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 25.5% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

7th percentile

-9.2%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

6.6%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Down

$3,219,940

Down $327,935 (-9.2%) from 2020

Net Assets

Down

-$1,599,213

Down $1,616,280 (-9470%) from 2020

Liabilities

Up

$4,819,153

Up $1,288,345 (+36%) from 2020

Revenue

Up

$14,669,644

Up $911,039 (+6.6%) from 2020

Expenses

Down

$16,285,924

Down $1,228,552 (-7.0%) from 2020

Net Income

Up

-$1,616,280

Up $2,139,591 (+57%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10M-$20MAssets 2011: $3,159,168Liabilities 2011: $1,390,975Net Assets 2011: $1,768,1932011Assets 2012: $3,183,152Liabilities 2012: $2,078,783Net Assets 2012: $1,104,3692012Assets 2013: $3,070,196Liabilities 2013: $2,691,630Net Assets 2013: $378,5662013Assets 2014: $3,769,444Liabilities 2014: $3,447,469Net Assets 2014: $321,9752014Assets 2015: $4,268,591Liabilities 2015: $5,498,923Net Assets 2015: -$1,230,3322015Assets 2016: $4,145,931Liabilities 2016: $5,779,434Net Assets 2016: -$1,633,5032016Assets 2017: $4,008,270Liabilities 2017: $5,641,776Net Assets 2017: -$1,633,5062017Assets 2018: $3,903,759Liabilities 2018: $5,459,904Net Assets 2018: -$1,556,1452018Assets 2019: $3,301,892Liabilities 2019: $4,828,954Net Assets 2019: -$1,527,0622019Assets 2020: $3,547,875Liabilities 2020: $3,530,808Net Assets 2020: $17,0672020Assets 2021: $3,219,940Liabilities 2021: $4,819,153Net Assets 2021: -$1,599,2132021Assets 2022: $2,593,397Liabilities 2022: $7,961,516Net Assets 2022: -$5,368,1192022Assets 2023: $4,360,945Liabilities 2023: $14,738,476Net Assets 2023: -$10,377,5312023Assets 2024: $3,256,596Liabilities 2024: $21,020,302Net Assets 2024: -$17,763,7062024

Highlighted filing

2021

Assets$3,219,940
Liabilities$4,819,153
Net Assets-$1,599,213

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $12,850,329Expenses 2011: $13,696,704Net Income 2011: -$846,3752011Expenses 2012: $14,924,0152012Revenue 2013: $15,585,442Expenses 2013: $16,311,245Net Income 2013: -$725,8032013Revenue 2014: $16,709,772Expenses 2014: $17,492,363Net Income 2014: -$782,5912014Revenue 2015: $16,801,852Expenses 2015: $18,354,157Net Income 2015: -$1,552,3052015Revenue 2016: $17,787,233Expenses 2016: $19,940,404Net Income 2016: -$2,153,1712016Revenue 2017: $16,756,280Expenses 2017: $19,690,409Net Income 2017: -$2,934,1292017Revenue 2018: $16,421,698Expenses 2018: $18,619,664Net Income 2018: -$2,197,9662018Revenue 2019: $16,591,298Expenses 2019: $19,416,866Net Income 2019: -$2,825,5682019Revenue 2020: $13,758,605Expenses 2020: $17,514,476Net Income 2020: -$3,755,8712020Revenue 2021: $14,669,644Expenses 2021: $16,285,924Net Income 2021: -$1,616,2802021Revenue 2022: $12,850,088Expenses 2022: $16,618,994Net Income 2022: -$3,768,9062022Revenue 2023: $12,964,151Expenses 2023: $17,973,563Net Income 2023: -$5,009,4122023Revenue 2024: $13,225,906Expenses 2024: $20,612,081Net Income 2024: -$7,386,1752024

Highlighted filing

2021

Revenue$14,669,644
Expenses$16,285,924
Net Income-$1,616,280
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.2
Gross Receipts
$14,669,644
Mission and Program Overview

Mission

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$1,235,555$1,184,035▼ $51,520
Accounts Receivable$1,238,746$1,102,077▼ $136,669
Land, Buildings, and Equipment, Net$303,009$527,418▲ $224,409
Savings and Temporary Cash Investments$575,131$272,159▼ $302,972
Inventories for Sale or Use$195,434$134,251▼ $61,183
Total Assets$3,547,875$3,219,940▼ $327,935
Liabilities
Other Liabilities$1,983,862$3,054,679▲ $1,070,817
Accounts Payable and Accrued Expenses$1,546,946$1,764,474▲ $217,528
Total Liabilities$3,530,808$4,819,153▲ $1,288,345
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,067$-1,599,213▼ $1,616,280
Total Net Assets Fund Balance$17,067$-1,599,213▼ $1,616,280
Total Liabilities and Net Assets / Fund Balance$3,547,875$3,219,940▼ $327,935

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$527,418$273,192$800,610
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nesto Md RichardBilh CMO, Former President and Trustee (ex-off)--$1,250,113$1,250,113
Naseer-ghiasuddin Md SairaPrimary Care PhysicianFT$445,218$765,423$1,210,641
KerstenkimberlyPrimary Care PhysicianFT$351,634$140,089$491,723
Zirinrichard aGastroenterologistFT$366,463$69,149$435,612
Hartmannpeter aSurgeon Specializing in Breast CareFT$350,460$84,881$435,341
Thurlowjeffrey PGeneral SurgeonFT$349,374$29,124$378,498

Board Members and Trustees

NameTitle
Laflamme DavidChairman, Trustee
Khatib MattTRUSTEE (EX OFFICIO); CHAIR, FOUNDATION
Nesto Md RichardBilh CMO, Former President and Trust
Goldstein MarkPresident and Trustee
Tarkan Md JoshuaTRUSTEE (EX-OFFICIO); PRESIDENT, MEDICAL STAFF
Kirpas JeffTrustee and Vice Chair
Connolly Esq Grace GonzalezTrustee, Vice Chair
Bouton Phd ChristopherTrustee
Cannon PatriciaTrustee
Capolupo WayneTrustee
Costello MichaelTrustee
Cousins Jr Frank GTrustee
Fung Md ClaireTrustee
Ghiasuddin Md SalmanTrustee
Matthews ByronTrustee
Pieniazek MattTrustee
Seymour Md PeterTrustee
Shenk Iii WilburTrustee
Trim JeanTrustee
Wiley MargaretTrustee
Eramo GinnyTrustee, Assistant Clerk
Pursley Md Dewayne MTrustee, Physician
Fischer StevenBilh CFO, Treasurer (ex-officio)
Katz Esq JamieBilh Gen. Counsel, Clerk, Ex-officio
Kilday KevinCFO
Tabb Md KevinChief Executive Officer
Fayre Md GailCMO of Ajh, COO of Sagp
Kerndl JohnTreasurer (ex-officio)
Revenue and Support

Revenue Composition

Contributions and Grants
$1,136,025
Program Service Revenue
$13,434,019
Investment Income
$0
Other Revenue
$99,600
Change in Net Assets
$-1,616,280

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,669,644
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,956,610,356
Total Revenue per Audited Statements
$6,971,280,000
Total Revenue per Form 990
$14,669,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,079,143
Other Expenses$5,206,781
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,292,853$511,218-$6,804,071
Current Officers, Directors, Trustees, and Key Employees$2,764,554--$2,764,554
Occupancy$1,392,675--$1,392,675
Fees for Services Other$1,220,003$133,057-$1,353,060
Office Expenses$1,254,910--$1,254,910
Other Employee Benefits$769,203$41,854-$811,057
Insurance$566,337--$566,337
Payroll Taxes$514,074$28,535-$542,609
Information Technology$251,117--$251,117
Pension Plan Contributions$148,458$8,394-$156,852
Other Expenses$107,985--$107,985
Depreciation Depletion$95,212--$95,212
Conferences and Meetings$49$20,997-$21,046
Advertising-$1,723-$1,723
Total Functional Expenses$15,540,146$745,778$0$16,285,924

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,239,549,000
Expenses Not Reported on Form 990$6,223,263,076
Expenses per Audited Statements$16,285,924
Total Expenses per Form 990$16,285,924
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates - Anna Jaques Hospital$2,989,402
Deferred Rent$65,277
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

For the period covered by this filing, beth israel lahey health, inc. Served as the sole member of beth israel deaconess medical center, inc. (bidmc), mount auburn hospital (mah), new england baptist hospital (nebh), beth israel deaconess hospital milton, inc. (milton), beth israel deaconess hospital needham, inc. (needham), beth israel deaconess hospital plymouth, inc. (plymouth), lahey health shared services, lahey clinic foundation, winchester hospital (winchester), northeast hospital corporation (nhc), northeast behavioral health corporation (nbhc) and anna jaques hospital). Each of these affiliates may have, in turn, served as member of additional entities within the bilh network of affiliates. In addition, harvard medical faculty physicians at beth israel deaconess medical center, inc. (hmfp) is the dedicated physician practice of bidmc and an entity integrally related to helping bidmc and other affiliates in the bilh network accomplish their charitable purposes. For this same period hmfp served as the sole member of affiliated physicians of harvard medical faculty physicians at beth israel deaconess medical center (aphmfp) as well as several additional entities. Two or more of the persons listed in this form 990 part vii have a business relationship with each other by virtue of sitting on one or more boards of directors/trustees or by serving in an employment relationship with one or more entities within the network of the affiliated organizations noted above. Additional detail is provided in the explanatory notes to this form 990 schedule j.

Form 990, Part VI, Section A, Line 6

Effective march 1, 2019, beth israel lahey health, inc. (bilh) is the sole member of anna jaques hospital, the member of seacoast affiliated group practices, inc.

Form 990, Part VI, Section A, Line 7A

The member has the authority to elect up to seven members of the governing body; physician employees of seacoast affiliated group practice, inc have the authority to elect two members of the governing body

Form 990, Part VI, Section A, Line 7B

The member of seacoast affiliated group practice, inc has the following rights, as designated in seacoast affiliated group practice, inc's bylaws: the member may take any action permitted or required of it by law, the articles of organization or these by laws by vote of its board of trustees or by or through any person or persons designated by its board of trustees to act on its behalf. Any such action may also be taken without a meeting by written communication of a duly authorized representative of the member acting within the limits of said representative's authority. Any such action by the member or its duly authorized representative shall be filed with the clerk of the corporation. The annual election of the board of directors of the corporation shall be considered the annual membership meeting. Except as otherwise provided by law, the articles of organization or these by laws, all powers of the corporation shall be exercised by and under the authority of the board of directors. Notwithstanding any provision of these by laws to the contrary, the approval of the member shall be required for the following actions: (a) the adoption of annual operating and capital budgets; (b) the merger or consolidation of the corporation with any other corporation, and the formation or dissolution of subsidiaries of the corporation; and (c) a decision to conduct any fund raising activities.

Form 990, Part VI, Section B, Line 11B

As noted in various disclosures throughout this filing, beth israel lahey health, inc. (bilh) is the sole member of anna jaques hospital (ajh), which is in turn, the sole member of seacoast affiliated group practice, inc. This form 990 is prepared in conjunction with the ajh finance staff. In addition, the bilh tax department works with other disciplines and departments within bilh, ajh, seacoast affiliated group practice, inc and other affiliates to ensure that other financial and non-financial disclosures are complete and accurate. Examples of such departments may include: financial assistance and reimbursement, compliance, graduate medical education, legal, community benefits, governance, development, human resources and payroll, government relations, research and/or research finance. The tax returns reviewed by the bilh executive director, taxation, seacoast affiliated group practice, inc's chief financial officer and deloitte tax, llp. A copy of the complete return is then provided to each member of seacoast affiliated group practice, inc's board of trustees prior to submission to the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Seacoast affiliated group practice (sagp) has a written, conflict of interest policy. Trustees and senior executives review the conflict of interest policy annually and each is asked to complete an annual conflict seacoast affiliated group practice, inc 04-3485648 of interest form to disclose possible conflicts. Responses are reviewed by the board chair to determine if any conflict exists. Any individual with a conflict is asked to abstain from voting on a related matter. The board chair and/or secretary monitor surveys to ensure compliance.

Form 990, Part VI, Section B, Line 15

As noted throughout this filing, anna jaques hospital, seacoast affiliated group practice and anna jaques community health foundation (ajh, sagp and ajchf respectively) are members of the beth israel lahey health (bilh) network of affiliates with bilh serving as ajh's sole member and ajh serving as the sole member of sagp and ajchf. In this role bilh maintains the responsibility for setting compensation for employees and senior management of the entities which comprised the beth israel lahey health network and to that end, bilh has a compensation committee composed of independent members of its board of trustees and except as otherwise noted below, compensation reported in this form 990 for all three entities officers, trustees and key employees was set by the bilh compensation committee. The bilh compensation committee process for setting compensation is below. 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, 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 voted by the compensation committee is submitted to the full board of trustees for approval. All deliberations were 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. In addition, as required by this form 990 and for the fiscal year ended september 30, 2020, compensation reported herein is calendar year 2019 compensation. Prior to the march 1, 2019 when bilh became the sole member of ajh compensation for the three entities was set by the ajh compensation committee which was comprised of independent members of the ajh board. The ajh compensation committee established the policies and the compensation structure, including benefits, for all three entities' members of senior management. The compensation committee was responsible for assuring that the total compensation provided to these individuals was fair and reasonable using current and credible market practice information and was responsible for ensuring compliance with applicable legal and regulatory guidelines, in setting compensation, the compensation committee relied 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 compe

Form 990, Part VI, Section C, Line 19

Seacoast affiliated group practice''s governing documents, conflict of interest policy and financial statements are available to the general public upon request at the following location: beth israel lahey health tax department 109 brookline avenue, suite 300 boston, ma 02215

Filing and Contact Details

Filer

Filer Name
Seacoast Affiliated Group Practice Inc
EIN
04-3485648
Phone
9784631000
Address
25 HIGHLAND AVE, NEWBURYPORT, MA 01915

Signing Officer

Name
John Kerndl
Title
Treasurer
Phone
9784631000
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Goldstein
Formed
1999
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
19
Employees
149
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
TWO JERICHO PLAZA, JERICHO, NY 11753
Preparer
Christine Kawecki
Phone
5169187000
Supplemental Narrative

Additional Explanations

Form 990, Part I

Seacoast affiliated group practice (sagp) is a network of community-based physicians affiliated with anna jaques hospital (ajh or hospital). These practices are committed to improving the health of the communities served by ajh and sagp by providing high quality, personalized health care with compassion, dignity and respect for patient rights in a cost effective and safe environment. Sagp is dedicated to providing care to patients in the communities where they live and work, regardless of their race, color, religion, sex, sexual orientation, national origin, ancestry, age, or disability.

FORM 990, PART III, LINE I:

Seacoast affiliated group practice (sagp) is a network of community-based physicians affiliated with anna jaques hospital (ajh or hospital). These practices are committed to improving the health of the communities served by ajh and sagp by providing high quality, personalized health care with compassion, dignity and respect for patient rights in a cost effective and safe environment. Sagp is dedicated to providing care to patients in the communities where they live and work, regardless of their race, color, religion, sex, sexual orientation, national origin, ancestry, age, or disability. During the fiscal period covered by this filing, beth israel lahey health (bilh) served as the sole member of anna jaques hospital (ajh), beth israel deaconess medical center, inc. (bidmc), mount auburn hospital (mah), new england baptist hospital (nebh), beth israel deaconess hospital -- milton, inc. (milton), beth israel deaconess hospital -- needham, inc. (needham), beth israel deaconess hospital -- plymouth, inc. (plymouth), lahey health shared services (lhss), lahey clinic foundation (lcf), winchester hospital (winchester), northeast hospital corporation (nhc) which includes beverly, addison gilbert and bayridge hospitals, northeast behavioral corporation (nbhc), the beth israel lahey health performance network (bilhpn) and the beth israel lahey health pharmacy. The lahey clinic foundation in turn served as the sole member of lahey clinic inc, and lahey clinic hospital d/b/a lahey hospital and medical center (lhmc). The entities listed here may have also, in turn, served as member to other network affiliates. Bilh is an integrated health care system committed to expanding access to extraordinary patient care across eastern massachusetts and advancing the science and practice of medicine through groundbreaking research and education. The bilh system is comprised of academic and teaching hospitals, a premier orthopedics hospital, primary care and specialty care providers, ambulatory surgery centers, urgent care centers, community hospitals, homecare services, outpatient behavioral health centers and addiction treatment programs. Bilh's community of clinicians, caregivers and staff includes approximately 4,000 physicians and 35,000 employees.

Form 990, Part III, Line 4A

Seacoast affiliate group practice (sagp) has two physician offices that specialize in the delivery of primary care in newburyport and the other communities served by sagp and anna jaques hospital (ajh or hospital). Primary care physicians (pcps) are community-based medical doctors who generally provide the first contact for a patient with a non-emergent undiagnosed health concern, as well as continuing care for a variety of medical conditions. Sagp physicians are able to provide care across the continuum including in the acute care setting at ajh and in the post-acute care phase in community skilled nursing facilities. When advanced care is needed, sagp provides leading edge treatment at its sister hospital, beth israel deaconess medical center, a world-renowned tertiary care academic medical center. Sagp primary care provided care to 20,692 patients in the communities they serve.

Form 990, Part III, Line 4B

Specialty care: sagp provides specialty care to the community in the areas of infectious disease, obstetrics/gynecology (including collaborative care between physicians and midwives), endocrinology, gastroenterology, general surgery, pulmonary medicine and breast surgery. During the period covered by this filing, sagp specialists provided 68,130 patient visits in the communities they serve.

Form 990, Part III, Line 4C

Sagp provides physician services to hospital inpatients in the areas of nursery, surgery, inpatient adult medicine and critical care. During the period covered by this filing, sagp providers discharged 1,600 inpatients. In addition to the program service accomplishments noted above, the bilh network had significant activities across entities related to both behavioral health and its response to the ongoing covid-19 pandemic. Details on both are below. Bilh behavioral health services the beth israel lahey health network (bilh) is committed to the behavioral health needs of the patients and communities serviced. Below are some of activities that bilh behavioral services (bilhbs) has provided to the patients and communities served by bilh and its affiliated entities. Bilhbs (which includes the activities of bilh's tax-exempt affiliate northeast behavioral health corp) is the largest network of mental health and substance use disorder services in eastern massachusetts. Bilhbs' network of behavioral health care includes services for children and adults ranging from inpatient treatment to community-based programs. Services include: inpatient psychiatric and detoxification treatment; emergency psychiatric and mobile emergency services teams; outpatient mental health and addiction treatment; individual/couple/family therapy; medication assisted treatment programs for persons with opioid use disorders; and school-based and home-based counseling for youth and their families. Since the creation of bilh in march 2019, bilh has invested significantly in improving access to behavioral health care through a system-wide approach to care delivery. First, it has made a multi-year commitment to provide behavioral health support to its employed primary care practices using an evidence-based approach known as the impact model. By the end of fy 2021, bilh had implemented the impact model in 67% of its employed primary care practices as part of its collaborative care program implementation. In 2021, bilhbs expanded its primary care behavioral health integration (pcbhi) services by incorporating a dsrip pilot project aimed at interprofessional psychiatric consults. The pcbhi interprofessional consultation includes an assessment and management service in which a patient's primary care provider (pcp) requests the opinion and/or treatment advice of a psychiatric consultant to assist in the diagnosis and/or management of the patient's behavioral health condition without the need for the patient's face-to-face contact with the consultant. Interprofessional consultation enables a comprehensive assessment, enhances patient care, reduces misdiagnosis, and supports the integration of disciplines in the delivery of care. The pcbhi interprofessional psychiatric consultants provide pcps with another avenue for integrated care. The implementation of pcbhi interprofessional services will be offered in practices where collaborative care is not currently available. Additionally, in 2021, bilhbs continued to oversee the bilh-wide centralized behavioral health (bh) bed management, which supports inpatient behavioral health bed capacity and improving access to these beds, with the parallel goal of reducing boarding by behavioral health patients in the emergency departments ("eds"). As part of the centralized bh bed management, bilh staff engage in a daily huddle with representatives from bilh hospitals' eds and behavioral health units to discuss patients appropriate for transfer to the unit. The daily huddles have become a forum for which participants discuss behavioral health patient volume and bed capacity across the system, as well as discharge planning and placement opportunities for difficult-to-place patients. Separately, in march 2021, bilhbs launched its centralized bed finding team. This team is part of our central call center, which centralizes calls to bilhbs' three emergency service program (esp) catchment areas reducing redundancies across the agency and s

Form 990, Part III, Line 4C

Beth israel lahey health's covid-19 pandemic response as in the prior year, beth israel lahey health's ("bilh") hospitals and other patient care organizations expended significant time and resources across fy 2021 in their continued efforts to respond to the covid-19 pandemic. In addition to providing covid-19 testing and treatment, the health system initiated patient and staff vaccination efforts in fy 2021, reaching out to 1.3 million patients using a multichannel, multilingual approach and ultimately delivering over 400,000 vaccine doses. The system successfully undertook these efforts while also navigating unprecedented financial and operational challenges stemming from the pandemic, including ongoing workforce disruption and a decline in patient volume due to the curtailment of elective services and staffing challenges. Highlights of the system's pandemic response in fy 2021 include: staff testing, vaccination, and support in november 2020, bilh implemented a program to provide its 36,000 employees with access to onsite, voluntary, and free-of-charge covid-19 pcr testing, even if they had no known exposure or symptoms. In addition to serving as an important element to contain community spread of covid-19, this effort boosted bilh staff morale and confidence during this challenging period. In december 2020, bilh stood up staff vaccination sites at its local hospitals, ultimately delivering 70,000 vaccine doses to its workforce in fy 2021. The system took progressive measures around employee paid time off to support vaccination efforts as well as family care needs and time missed due to covid-19 illness or testing. In the summer of 2021, bilh communicated that covid-19 and flu vaccine would be required as a condition of employment; the covid-19 vaccination deadline was successfully completed on october 31, 2021. Bilh operationalized a centralized call center to support staff with symptom reporting, covid-19 testing, and return-to-work processes. The call center ensured convenient and accessible information for a workforce spread throughout eastern massachusetts. At its peak, the centralized call center handled over 1,000 phone calls per day. Patient vaccination nearly immediately upon receiving vaccine supply that could be used for patients, bilh opened and operated 10 vaccine administration sites across eastern massachusetts. The locations were selected based on several criteria, including proximity to hard-hit communities and ease of access in terms of transportation. This was a significant logistical feat in light of the shifting forecasts in vaccine supply and special handling required for the pfizer vaccine. Bilh developed its own vaccination scheduling tool, covax, to support staff and patient vaccination efforts. This tool enabled bilh to identify patients eligible for vaccination based on state guidelines, schedule appointments, and track vaccination activity. Bilh led a targeted campaign to support health equity by prioritizing for vaccination bilh patients who resided in a community or town identified as having among the highest cumulative incidence of covid-19 within the state of massachusetts. Bilh also coordinated with multiple community health centers to provide their patients with priority access to vaccination appointments. Due to these efforts, beth israel deaconess care organization ("bidco"), an accountable care organization ("aco") within bilh, had the highest covid-19 vaccination rate for medicaid members among all medicaid acos in the state. Bilh established the covid-19 health equity advisory council ("the council") with a goal to address health disparities brought on by the pandemic, language barriers, and other social determinants of health. Its membership included key bilh stakeholders and community health center chief medical officers. As part of its responsibility, the council reviewed the system's vaccine rollout strategy, including the patient prioritization and scheduling strategy, call center

Form 990, Part XII, Line 2C

On march 1, 2019, lahey health system including the lahey clinic and lahey clinic hospital d/b/a lahey hospital and medical center, winchester hospital, northeast hospital corporation d/b/a beverly hospital, addison gilbert hospital and bayridge hospital, the beth israel deaconess system including beth israel deaconess medical center, beth israel deaconess milton, beth israel deaconess needham and beth israel deaconess plymouth, mount auburn hospital, new england baptist seacoast affiliated group practice, inc 04-3485648 hospital, anna jaques hospital as well as entities for which these listed organizations serve as sole member and additional affiliates came together to form beth israel lahey health (bilh). As a newly created healthcare system, bilh engaged kpmg to perform a financial audit of the system. The boston, ma office of kpmg issued an unqualified opinion on the consolidated audited financial statements of the beth israel lahey health, inc. And affiliates for fiscal period ended september 30, 2021. These statements were prepared in accordance with generally accepted accounting principles (gaap) and included the accounts of the beth israel lahey health, inc. And its affiliates.

Financial Statement Notes

PART X, LINE 2:

Beth israel lahey health, inc., which serves as the parent of the system, has been determined by the internal revenue service to be an organization described under internal revenue code (the code) section 501(c)(3) and, therefore, is exempt from federal income taxes on related income pursuant to section 501(a) of the code. The internal revenue service has also determined that the other entities in the system, excluding its for-profit subsidiaries, qualify as organizations described in section 501(c)(3) of the code, meet the code's requirements under section 509(a), and therefore are exempt from federal income taxes on related income pursuant to section 501(a) of the code. The system recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount of benefit that is greater than fifty percent likely to be realized upon settlement. Changes in measurement are reflected in the period in which the change in judgment occurs. The system did not recognize the effect of any income tax positions in 2021 and 2020, respectively.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Consolidated affiliates net eliminations 6,956,610,356.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Consolidated affiliates net eliminations 6,223,263,076.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11157376
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2717076
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3688638
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt231324600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt241271728
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25363253
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt27385904
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BILH CMO, FORMER PRESIDENT AND TRUSTEE (EX-OFF)
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT AND TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE, PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE, VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE, ASSISTANT CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE (EX OFFICIO); CHAIR, FOUNDATION
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE AND VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE (EX-OFFICIO); PRESIDENT, MEDICAL STAFF
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23BILH CFO, TREASURER (EX-OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt24BILH GEN. COUNSEL, CLERK, EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt25CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt26TREASURER (EX-OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt27CMO OF AJH, COO OF SAGP
IRS990/Form990PartVIISectionAGrp/TitleTxt28PRIMARY CARE PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt29PRIMARY CARE PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt30GASTROENTEROLOGIST
IRS990/Form990PartVIISectionAGrp/TitleTxt31SURGEON SPECIALIZING IN BREAST CARE
IRS990/Form990PartVIISectionAGrp/TitleTxt32GENERAL SURGEON
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt01136025
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt014669644
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt023
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0251117
IRS990/InformationTechnologyGrp/TotalAmt0251117
IRS990/InsuranceGrp/ProgramServicesAmt0566337
IRS990/InsuranceGrp/TotalAmt0566337
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0195434
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0134251
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0273192
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0303009
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0527418
IRS990/LandBldgEquipCostOrOtherBssAmt0800610
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017067
IRS990/NetAssetsOrFundBalancesEOYAmt0-1599213
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt017067
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1599213
IRS990/NondeductibleContributionsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$21.0$17.8$13.2$20.6$7.39
2023Detailed filing. Detailed filing data is available for this year.$4.36$14.7$10.4$13.0$18.0$5.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$7.96$5.37$12.9$16.6$3.77
2021Detailed filing. Detailed filing data is available for this year.$3.22$4.82$1.60$14.7$16.3$1.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$3.53$0.02$13.8$17.5$3.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$4.83$1.53$16.6$19.4$2.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$5.46$1.56$16.4$18.6$2.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$5.64$1.63$16.8$19.7$2.93
2016Detailed filing. Detailed filing data is available for this year.$4.15$5.78$1.63$17.8$19.9$2.15
2015Detailed filing. Detailed filing data is available for this year.$4.27$5.50$1.23$16.8$18.4$1.55
2014Detailed filing. Detailed filing data is available for this year.$3.77$3.45$0.32$16.7$17.5$0.78
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$2.69$0.38$15.6$16.3$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$2.08$1.10$14.9
2011Summary only. Only limited summary data is available for this year.$3.16$1.39$1.77$12.9$13.7$0.85