Civic Intelligence

Lgh Charitable Trust Inc.

990 • Fiscal year 2014 • EIN 22-2586814

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 10, 2015

Organization ProfileWWW.LAWRENCEGENERAL.ORG
1 General Street01841

(978) 683-4000

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.14x

Higher debt load relative to revenue than 27% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

92nd percentile

$884,092

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 46.3% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

58th percentile

6.2%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$26,412,508

Up $1,545,991 (+6.2%) from 2013

Net Assets

Up

$26,154,105

Up $1,289,151 (+5.2%) from 2013

Liabilities

Up

$258,403

Up $256,840 (+16433%) from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin93rd percentile

Revenue

$1,907,645

No earlier filing loaded for comparison.

Expenses

Up

$840,494

Up $412,722 (+96%) from 2013

Net Income

$1,067,151

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$80M$60M$40M$20M$0Assets 2011: $22,209,337Liabilities 2011: $23,876Net Assets 2011: $22,185,4612011Assets 2012: $23,988,071Liabilities 2012: $142,385Net Assets 2012: $23,845,6862012Assets 2013: $24,866,517Liabilities 2013: $1,563Net Assets 2013: $24,864,9542013Assets 2014: $26,412,508Liabilities 2014: $258,403Net Assets 2014: $26,154,1052014Assets 2015: $26,074,187Liabilities 2015: $851,629Net Assets 2015: $25,222,5582015Assets 2016: $53,633,399Liabilities 2016: $26,897,677Net Assets 2016: $26,735,7222016Assets 2017: $59,720,111Liabilities 2017: $32,255,655Net Assets 2017: $27,464,4562017Assets 2018: $57,562,384Liabilities 2018: $35,992,265Net Assets 2018: $21,570,1192018Assets 2019: $58,815,000Liabilities 2019: $38,048,000Net Assets 2019: $20,767,0002019Assets 2020: $63,734,000Liabilities 2020: $41,924,000Net Assets 2020: $21,810,0002020Assets 2021: $63,515,000Liabilities 2021: $32,388,000Net Assets 2021: $31,127,0002021Assets 2022: $60,348,000Liabilities 2022: $32,575,000Net Assets 2022: $27,773,0002022Assets 2023: $64,208,000Liabilities 2023: $34,835,000Net Assets 2023: $29,373,0002023Assets 2024: $70,576,000Liabilities 2024: $38,290,000Net Assets 2024: $32,286,0002024

Highlighted filing

2014

Assets$26,412,508
Liabilities$258,403
Net Assets$26,154,105
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,4292011Expenses 2012: $372,8162012Expenses 2013: $427,7722013Revenue 2014: $1,907,645Expenses 2014: $840,494Net Income 2014: $1,067,1512014Revenue 2015: $2,954,540Expenses 2015: $1,167,318Net Income 2015: $1,787,2222015Revenue 2016: $2,257,008Expenses 2016: $955,932Net Income 2016: $1,301,0762016Revenue 2017: $3,123,892Expenses 2017: $1,219,066Net Income 2017: $1,904,8262017Revenue 2018: $1,268,070Expenses 2018: $2,170,356Net Income 2018: -$902,2862018Revenue 2019: $1,280,448Expenses 2019: $2,621,038Net Income 2019: -$1,340,5902019Revenue 2020: $3,737,344Expenses 2020: $2,626,748Net Income 2020: $1,110,5962020Revenue 2021: $5,706,308Expenses 2021: $2,034,370Net Income 2021: $3,671,9382021Revenue 2022: $2,802,837Expenses 2022: $2,303,523Net Income 2022: $499,3142022Revenue 2023: $3,546,428Expenses 2023: $2,127,886Net Income 2023: $1,418,5422023Revenue 2024: $2,521,981Expenses 2024: $2,369,017Net Income 2024: $152,9642024

Highlighted filing

2014

Revenue$1,907,645
Expenses$840,494
Net Income$1,067,151
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 10, 2015
Return Version
2013v4.0
Gross Receipts
$5,649,372
Mission and Program Overview

Mission

To promote and encourage philanthropic support for the delivery of comprehensive health care to patients across the merrimack valley region by ensuring access to high-quality care, the latest technologies and caring, personalized treatment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,749,739$12,880,795▲ $1,131,056
Cash and Non-Interest-Bearing Accounts$1,421,972$1,365,676▼ $56,296
Pledges and Grants Receivable$299,866$486,686▲ $186,820
Prepaid Expenses and Deferred Charges-$146,826-
Land, Buildings, and Equipment, Net$1,100$900▼ $200
Total Assets$24,866,517$26,412,508▲ $1,545,991
Other Assets Total$11,393,840$11,531,625▲ $137,785
Liabilities
Other Liabilities$1,563$254,912▲ $253,349
Accounts Payable and Accrued Expenses-$3,491-
Total Liabilities$1,563$258,403▲ $256,840
Net Assets / Fund Balance
Unrestricted Net Assets$24,555,244$25,584,841▲ $1,029,597
Temporarily Rstr Net Assets$309,710$569,264▲ $259,554
Total Net Assets Fund Balance$24,864,954$26,154,105▲ $1,289,151
Total Liabilities and Net Assets / Fund Balance$24,866,517$26,412,508▲ $1,545,991

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$900$4,350$5,250
Other Assets Org$131,202--
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Maurice BalboniChairman
Dianne J AndersonPresident & CEO
Cheryl K NealTrustee
Dennis ConlinTrustee
Matthew a Caffrey EsqTrustee
Richard SantagatiTrustee (oct13-dec13)
Denise S PalumboCorporate Assistant Secret
Deborah J WilsonCorporate Assistant Treasu
Debra Rahmin Silberstein EsqSecretary
Ronald J PollinaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lawrence General HospitalManagement Services-$443,818
Ghiorsi & Sorrenti INCConsulting-$251,742
Revenue and Support

Revenue Composition

Contributions and Grants
$1,374,755
Program Service Revenue
$0
Investment Income
$532,890
Other Revenue
$0
All Other Contributions
$1,374,755
Change in Net Assets
$1,067,151

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$255,377Fair Market Value
Total Noncash Contributions5$255,377-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,907,645
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$345,000
Total Revenue per Audited Statements
$2,252,645
Total Revenue per Form 990
$1,907,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$840,494
Total Fundraising Expense$840,294
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management--$651,041$651,041
Office Expenses--$39,906$39,906
Other Expenses--$36,067$36,067
Advertising--$25,345$25,345
All Other Expenses--$19,922$19,922
Travel--$13,239$13,239
Depreciation Depletion-$200-$200
Total Functional Expenses$0$200$840,294$840,494

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$840,494
Total Expenses per Audited Statements$840,494
Total Expenses per Form 990$840,494
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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 Affiliate (lawrence General Hospital)$254,912
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is prepared by the organization's assistant controller and reviewed by the vice president of finance and cfo. Form 990 is also reviewed by the organization's external accountant. Once complete, the form and all schedules are are made available to the board of trustees via a secure internet portal for review. The organization's vice president of finance and cfo are available to facilitate the review as well as answer any questions regarding the form.”

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

“On an annual basis, the parent company (lawrence general hospital) of lgh charitable trust, inc. Distributes a conflict of interest policy to the board of trustees. The members are required to disclose, in writing, any potential conflict that they are aware of.”

Form 990, Part VI, Section B, Line 15

“The parent company ceo's compensation is reviewed and approved by an executive compensation committee of the board of trustees. The compensation for the cfo, coo, and senior management is determined by the ceo and reviewed by an executive compensation committee of the board of trustees. Independent surveys are also performed to determine salary reasonableness.”

Form 990, Part VI, Section C, Line 18

“The organization's form 990 is made available to the public upon request. The form 990 is also available on the website of the massachusetts' attorney general and guidestar.org.”

Form 990, Part VI, Section C, Line 19

“The organization makes all documents available to the general public upon request.”

Filing and Contact Details

Filer

EIN
22-2586814
Phone
9786834000

Signing Officer

Name
Deborah J Wilson
Title
Corporate Asst Treasurer & CFO
Phone
9786834000
Signed
2015-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dianne J Anderson
Formed
1984
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
Jeffrey T Rogers
Phone
6177427788
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net assets released for capital expenditures 59,000. Net asset transfer -182,000.”

Financial Statement Notes

PART X, LINE 2:

“The organization annually evaluates its tax status and tax positions taken with respect to its operations and financial position. Tax years from 2010 through the current year remain open for examination by federal and state taxing authorities.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc1LATINA BREAST PROGRAM E
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IRS990/OtherExpensesGrp/FundraisingAmt136067
IRS990/OtherExpensesGrp/TotalAmt054774
IRS990/OtherExpensesGrp/TotalAmt136067
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IRS990/OtherLiabilitiesGrp/EOYAmt0254912
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0486686
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0146826
IRS990/PrincipalOfficerNm0DIANNE J ANDERSON
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01465427
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01067151
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0633283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0551820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0743264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0405370
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0174395
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0217679
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0233739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0188318
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01012704
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77310
IRS990ScheduleA/PublicSupportPY170Pct00.76730
IRS990ScheduleA/PublicSupportTotal170Amt03449727
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01115990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0633283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0551820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0743264
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0405370
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03449727
IRS990ScheduleA/TotalSupportAmt04462431
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0840494
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0345000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt011315797
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt184626
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2131202
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN AFFILIATE (LGH HEALTH ENTERPRISES, INC.)
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM AFFILIATES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TEMPORARILY RESTRICTED CASH
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0900
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04350
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0254912
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE (LAWRENCE GENERAL HOSPITAL)
IRS990ScheduleD/RevenueNotReportedAmt0345000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01907645
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ANNUALLY EVALUATES ITS TAX STATUS AND TAX POSITIONS TAKEN WITH RESPECT TO ITS OPERATIONS AND FINANCIAL POSITION. TAX YEARS FROM 2010 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0900
IRS990ScheduleD/TotalBookValueOtherAssetsAmt011531625
IRS990ScheduleD/TotalExpensesPerForm990Amt0840494
IRS990ScheduleD/TotalLiabilityAmt0254912
IRS990ScheduleD/TotalRevenuePerForm990Amt01907645
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02252645
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0840494
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0297286
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt169785
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt250250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0545108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1336722
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2334935
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt018500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt136535
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt235505
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023198
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt19672
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt216137
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DIANNE J ANDERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DENISE S PALUMBO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DEBORAH J WILSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CORPORATE ASSISTANT SECRET
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CORPORATE ASSISTANT TREASU
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0884092
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1452714
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2436827
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO OF LGH CHARITABLE TRUST, INC. IS 100% PAID THROUGH ITS PARENT COMPANY, LAWRENCE GENERAL HOSPITAL. THE CEO'S COMPENSATION IS ESTABLISHED BY THE FOLLOWING METHODS: (A) COMPENSATION COMMITTEE, (B) INDEPENDENT COMPENSATION CONSULTANT, (C) FORM 990 OF OTHER ORGANIZATIONS, (D) WRITTEN EMPLOYMENT CONTRACT, (E) COMPENSATION SURVEY AND (F) APPROVAL BY AN EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1AS PART OF ITS TOTAL COMPENSATION PACKAGE, THE PARENT COMPANY OF LGH CHARITABLE TRUST, INC., LAWRENCE GENERAL HOSPITAL, OFFERED 403(B) AND 457(B) AND 457(F) NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLANS. FOR THE 2013 CALENDAR YEAR, LAWRENCE GENERAL HOSPITAL CONTRIBUTED THESE AMOUNTS TO THE FOLLOWING EMPLOYEES LISTED ON FORM 990, SCHEDULE J, PART II: DIANNE J. ANDERSON, 403B PLAN ($1,000); 457B PLAN ($17,500), DENISE S. PALUMBO, 403B PLAN ($1,000); 457B PLAN ($17,500), 457F PLAN ($18,035); DEBORAH J. WILSON, 403B PLAN ($1,000); 457B PLAN ($17,500), 457F PLAN ($17,005).
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt05
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0255377
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE ORGANIZATION'S ASSISTANT CONTROLLER AND REVIEWED BY THE VICE PRESIDENT OF FINANCE AND CFO. FORM 990 IS ALSO REVIEWED BY THE ORGANIZATION'S EXTERNAL ACCOUNTANT. ONCE COMPLETE, THE FORM AND ALL SCHEDULES ARE ARE MADE AVAILABLE TO THE BOARD OF TRUSTEES VIA A SECURE INTERNET PORTAL FOR REVIEW. THE ORGANIZATION'S VICE PRESIDENT OF FINANCE AND CFO ARE AVAILABLE TO FACILITATE THE REVIEW AS WELL AS ANSWER ANY QUESTIONS REGARDING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN ANNUAL BASIS, THE PARENT COMPANY (LAWRENCE GENERAL HOSPITAL) OF LGH CHARITABLE TRUST, INC. DISTRIBUTES A CONFLICT OF INTEREST POLICY TO THE BOARD OF TRUSTEES. THE MEMBERS ARE REQUIRED TO DISCLOSE, IN WRITING, ANY POTENTIAL CONFLICT THAT THEY ARE AWARE OF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PARENT COMPANY CEO'S COMPENSATION IS REVIEWED AND APPROVED BY AN EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION FOR THE CFO, COO, AND SENIOR MANAGEMENT IS DETERMINED BY THE CEO AND REVIEWED BY AN EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. INDEPENDENT SURVEYS ARE ALSO PERFORMED TO DETERMINE SALARY REASONABLENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS' ATTORNEY GENERAL AND GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET ASSETS RELEASED FOR CAPITAL EXPENDITURES 59,000. NET ASSET TRANSFER -182,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,412,508
Liabilities
$258,403
Net assets
$26,154,105
Revenue
$1,907,645
Expenses
$840,494
Net income
$1,067,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.6$38.3$32.3$2.52$2.37$0.15
2023Summary only. Only limited summary data is available for this year.$64.2$34.8$29.4$3.55$2.13$1.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.3$32.6$27.8$2.80$2.30$0.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.5$32.4$31.1$5.71$2.03$3.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.7$41.9$21.8$3.74$2.63$1.11
2019Summary only. Only limited summary data is available for this year.$58.8$38.0$20.8$1.28$2.62$1.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.6$36.0$21.6$1.27$2.17$0.90
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.7$32.3$27.5$3.12$1.22$1.90
2016Detailed filing. Detailed filing data is available for this year.$53.6$26.9$26.7$2.26$0.96$1.30
2015Detailed filing. Detailed filing data is available for this year.$26.1$0.85$25.2$2.95$1.17$1.79
2014Detailed filing. Detailed filing data is available for this year.$26.4$0.26$26.2$1.91$0.84$1.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$0.00$24.9$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.14$23.8$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$0.02$22.2$0.00