Joslin Clinic Inc

“For the period covered by this filing, beth israel lahey health, inc. (bilh) served as direct or indirect sole member to: 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 clinic foundation (lcf) , lahey clinic (lci), lahey clinic hospital d/b/a lahey hospital and medical center (lhmc), winchester hospital (winchester), northeast hospital corporation (northeast), anna jaques hospital (ajh), beth israel lahey health pharmacy, joslin diabetes center and to affiliates of these entities. Effective july 1, 2023, bilh also became the sole member of exeter health resources, inc. (ehri) and its affiliates', including exeter 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.”

“For the period covered by this filing, beth israel lahey health, inc. (bilh) served as direct or indirect 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 clinic foundation (lcf) , lahey clinic (lci), lahey clinic hospital d/b/a lahey hospital and medical center (lhmc), winchester hospital (winchester), northeast hospital corporation (northeast), anna jaques hospital (ajh), beth israel lahey health pharmacy, joslin diabetes center, exeter health resources, inc. (ehri), exeter hospital and to affiliates of these entities.”

“The trustees of the corporation shall consist of those individuals serving from time to time as the trustees of the member and each trustee shall hold office for so long as he/she holds office as a trustee of member's board. Beth israel lahey health as the member of joslin diabetes center, which in turn serves as the sole member of joslin clinic has the following authority with respect to the joslin clinic board: the trustees of the joslin clinic shall consist of those individuals serving from time to time as the trustees of the member, joslin diabetes center and each trustee shall hold office for so long as he/she holds office as a trustee of member's board. Through joslin diabetes center, beth israel lahey health shall have the exclusive authority, after consultation with the chair of the board and the president of the corporation and review of recommendations, if any, made by the board, to (a) appoint and reappoint trustees, (b) fill any vacancies in the offices of trustees, and (c) acting by vote of not less than three quarters (3/4) of the member's trustees then in office, remove, with or without cause, a trustee, provided that no trustee may be removed without cause during the three year period following november 1, 2021, the date beth israel lahey health, inc. Became the member of the corporation. Notwithstanding the foregoing, any removal shall be following notice to the chair (or the vice-chair if the chair is the subject of removal) and an opportunity for the chair to be heard by the member's board or a standing or ad hoc committee thereof, except in circumstances where the member determines that immediate removal is in the best interest of the corporation.”

“Beth israel lahey health, as member of joslin diabetes center has the following rights, as designated in joslin diabetes center and joslin clinic by-laws: subject to the provisions of the articles of organization and these bylaws, the member shall have the following powers and responsibilities: the powers and responsibilities of the board include the following: (a) providing recommendations to the member regarding (i) the establishment of the corporation's policies, (ii) the maintenance of patient care quality, (iii) the provision of clinical services and community service planning in a manner responsive to local community needs; (b) ensuring compliance with all licensure and accreditation requirements, including credentialing; (c) providing oversight for institutional planning, making recommendations for new clinical services, and participating in an annual review of the corporation's strategic and financial plan and goals; (d) reviewing and recommending approval of operating and capital budgets as well as making recommendations with respect to capital expenditures; (e) making recommendations with respect to quality assessment and improvement programs; (f) providing oversight of risk management programs relating to human subject research and patient care & safety; (g) reviewing disaster plans that deal with both internal (e.g., fire) and external disasters; and (h) evaluating recruitment needs. Except as otherwise provided in the bylaws, the board shall act in an advisory capacity and consistent therewith shall have only the following powers: (a) powers expressly granted by the member from time to time; (b) power to exercise its authority as a member of other legal entities; and (c) power to enforce any rights vested in the corporation under the bylaws of the member (as defined under the bylaws of the member) or under these bylaws with respect to the member. The powers of the board in clauses (a) and (b) of the preceding sentence shall be subject to the reserved powers of the member. The powers of the board in clause (c) of the first sentence of this paragraph shall be independent of the member and not subject to the reserved powers of the member. Notwithstanding clause (b) above, the power of the corporation to exercise its authority as a member of another legal entity shall be subject to the following limitations: (x) all statutory powers that reside in the corporation as a member of another legal entity under massachusetts law may be exercised by the corporation only at the express and explicit direction of, and with the approval of, the system member; (y) all statutory powers that reside in the corporation as a member of another legal entity under massachusetts law may be exercised directly by the system member after consultation with the chair but otherwise without the approval or participation of the corporation; and (z) other than statutory powers, the corporation shall have only those powers and authorities over and with respect to the legal entities of which it is a member as are expressly and explicitly delegated or directed to the corporation by action of the system member's board.”

“As noted in various disclosures throughout this filing, beth israel lahey health, inc. (bilh) is the direct or indirect sole member of joslin clinic, inc. . This form 990 is prepared by the bilh tax department in conjunction with deloitte tax, llp (deloitte). As part of this process, the bilh tax department works with other disciplines and functions within bilh and joslin clinic, inc. To ensure that all financial and non-financial disclosures are complete and accurate. Examples of such departments include but are not limited to: finance and accounting, human resources and payroll, treasury, compliance, legal, community benefits, financial assistance and reimbursement, governance, development, graduate medical education, government relations, research and/or research finance. Joslin clinic, inc. 's form 990 is reviewed internally by the bilh assistant vice president, taxation and externally by deloitte. Joslin clinic, inc. 's form 990, along with the forms 990 of all entities in the bilh network, are discussed with the bilh audit and compliance committee. Deloitte signs the final returns. A copy of the complete return is then provided to each member of joslin clinic, inc. 's board of trustees prior to submission to the internal revenue service.”

“As noted throughout this filing, joslin clinic, inc. Is a member of the beth israel lahey health (bilh) system of affiliates. All entities in the bilh network adhere to the bilh conflict of interest policy and maintain a written, comprehensive conflict of interest policy at the entity level. Pursuant to these policies, bilh entities' officers, trustees and key employees as well as certain other individuals are required to complete the annual conflict of interest and tax questionnaire (coi-tq). The coi-tq is designed to require disclosure of any business and family relationships and affiliations maintained by officers, trustees, or key employees and their family members and which may result in a real or perceived conflict of interest. The bilh office of integrity and compliance, in conjunction with the bilh tax department, administers the coi-tq process annually. Bilh integrity and compliance collects and reviews all disclosures. Disclosures for bilh executives and key employees are assigned appropriate follow-up action in accordance with the bilh policy. A summary of positive responses for each bilh affiliate is provided to the compliance officer for that entity for review final determination of any potential or actual conflict. Any activity that requires action under the conflict of interest policies is subject to ongoing review by joslin clinic, inc. As well as the bilh integrity and compliance office. Pursuant to the bilh conflict of interest policy, certain activities which could create conflicts of interest are prohibited while other types of relationships are permitted, subject to compliance with a management plan to require disclosure and recusal, including appropriate documentation in the minutes. In addition, as noted above, the annual coi-tq process outlined above is jointly issued by the bilh tax department, to ensure that the questionnaire is distributed to all current and former members of the joslin clinic, inc. Board of trustees as well as former officers and key employees. The coi-tq process is designed to gather the information necessary for joslin clinic, inc. To completely and accurately complete form 990 schedule l, transactions with interested persons and form 990, part vi, question 2, family and business relationships between officers, directors/trustees and key employees.”

“As noted throughout this filing, joslin clinic, inc. Is a member of the beth israel lahey health (bilh) network of affiliates with bilh serving as joslin clinic, inc. 's sole member, or if not as direct sole member, indirectly as the member in its capacity as parent of the beth israel lahey health network. In this role bilh maintains the responsibility for setting compensation for executives and senior management of the entities which comprised the beth israel lahey health network. The bilh compensation committee is therefore 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 and except as otherwise noted below or in form 990 schedule j, the compensation reported in this form 990 for joslin clinic, inc. 's officers, trustees and key employees was set by the bilh compensation committee. The bilh compensation committee process for setting compensation is below. The beth israel lahey health (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 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.”

“As noted throughout this filing, joslin clinic, inc. Is a member of the beth israel lahey health (bilh) network of affiliates with bilh serving as joslin clinic, inc.'s sole member, or if not as direct sole member, indirectly as the member in its capacity as parent of the beth israel lahey health network. Joslin clinic, inc.'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 schrafft's city center, 4th floor, 529 main street charlestown, ma 02129”

“The primary mission of joslin diabetes center (jdc) and joslin clinic (jc) is to provide the highest quality specialty medical care to patients with diabetes and diabetes related conditions and to search for a cure. During the fiscal period covered by this filing, beth israel lahey health (bilh) 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 (lhss), lahey clinic foundation (lcf), winchester hospital (winchester), northeast hospital corporation (nhc) which includes beverly, addison gilbert and bayridge hospitals, northeast behavioral corporation (nbhc), anna jaques hospital (ajh), the beth israel lahey health performance network (bilhpn), the joslin diabetes center, exeter health resources, inc (ehri) 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), ehri in turn served as the sole member of exeter hospital and lhss in turn served as the sole member of beth israel lahey health primary care. The entities listed here may have also, in turn, served as member to other network affiliates. See form 990 schedule r for additional information. Beth israel lahey health (bilh) is an integrated health care system committed to expanding access to extraordinary patient care across eastern massachusetts and southern new hampshire 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 4,700 physicians and 39,000 employees.”

“Patient care: the joslin diabetes center (jdc), in conjunction with its affiliate the joslin clinic, provides world class leading edge patient care in the specialty area of diabetes and caring for patients through a relentless team of clinicians, skilled health educators, and access to pioneering diabetes research. Joslin has treated thousands of patients over its 100+ year history. Patients are seen in the joslin clinic for services that include endocrinology, ophthalmology, nephrology, psychosocial services, nutrition, exercise physiology, behavioral health and other clinical subspecialties related to both adult and pediatric diabetes . In addition, joslin has a professional education program which educates physicians worldwide on joslin treatment methods for patients with diabetes. Joslin is affiliated with harvard medical school and offers a rich educational environment involving courses, lectures, fellowship opportunities and cme courses. Jdc also provides infrastructure, management and support services to its affiliate, the joslin clinic. During the period covered by this filing, joslin diabetes center and joslin clinic had 59,224 specialty care diabetes patient visits including 27,664 adult and 6,039 pediatric diabetes visits, 2,104 behavioral health visits related to diabetes, 14,373 ophthalmology visits and 226 eye surgeries at the beetham eye institute, 7,771 visits related to diabetes education, and 1,273 diabetes related nephrology visits. In addition to the accomplishments noted above for joslin clinic, inc., and as noted throughout this form 990, joslin clinic, inc. Is a member of the beth israel lahey health (bilh) network of affiliates. The bilh core values and principals are listed here as well as network-wide accomplishments during the fiscal period covered by this filing. The bilh network is delivering on the promise to bilh patients and communities to expand access and provide extraordinary care, while also advancing medicine through discovery and education. The bilh purpose statement articulates the impact that each bilh affiliate strives to make in the communities served. These shared values guide each entity's daily efforts and keep each affiliate aligned in the pursuit of the bilh purpose, showing how "we care" for patients, each other and the communities served. Purpose statement: bilh creates healthier communities one person at a time through seamless care and ground-breaking science, driven by excellence, innovation and equity. Bilh we care values: wellbeing. We provide a health-focused workplace and support a healthy work-life balance. Empathy. We do our best to understand others' feelings, needs and perspectives. Collaboration. We work together to achieve extraordinary results. Accountability. We hold ourselves and each other to behaviors necessary to achieve our collective goals. Respect. We value diversity and treat all members of our community with dignity and inclusiveness. Equity. Everyone has the opportunity to attain their full potential in our workplace and through the care we provide. Bilh is accomplishing this mission by providing support to its affiliates which include: 1. A physician enterprise that encompasses the system's network of employed primary care and specialty physicians located throughout our region; 2. A hospital and ambulatory services group that includes world-class academic medical centers and teaching hospitals with affiliations with harvard medical school, um and tufts university school of medicine; leading community hospitals; a renowned orthopedics hospital; and comprehensive ambulatory centers; 3. A population health enterprise that embraces a model of care to improve the health of all those served by bilh; the population health domain includes the system's clinically integrated network of affiliated providers and vital services, including behavioral health and home care services; 4. A robust network of administrative and operational services to advance strategic goa”

“Non-hospital physician care: during the period covered by this filing, the bilh physicians provided care to patients outside of the hospitals and in physician office or other clinical settings. Below are a sample of the non-hospital physician services provided to bilh patients. During the fiscal year covered by this filing, more than 470 primary care and family practice providers had approximately 843,000 patient visits and providers across the full spectrum of specialties had more than 624,000 patient visits. In addition, joslin diabetes center had more than 27,000 patient visits related to diabetes care and there were more than 53,000 urgent care visits to non-hospital urgent care locations. Community benefits, uncompensated care, costs to provide care to medicaid and medicare patients fiscal year ended september 30, 2024 during the fiscal year covered by this filing bilh hospitals provided more than $52 million in net cost of charity care, including care for emergent services provided to non-paying patients and including payments to the health safety net trust. In addition to the charity care reported above, each of the bilh hospitals also provides care to patients who participate in other programs designed to support low-income families, including particularly the medicaid program, which is jointly funded by federal and state governments. The massachusetts health reform law provided an initiative for expansion of medicaid coverage to greater populations and for enrollment of uninsured patients in other insurance programs. Payments from medicaid and other programs that ensure low-income populations do not cover the cost of services provided. During the fiscal period covered by this filing, the cost of providing care to medicaid patients across bilh exceeded payments received for providing that care resulting in a combined shortfall exceeding $35.5 million related to treating medicaid patients. Medicare is the federally sponsored health insurance program for elderly or disabled patients. Payments from medicare do not cover the cost of services provided. All bilh hospitals provide care to patients who participate in the medicare program. During the fiscal period covered by this filing, the cost of providing care to medicare patients across bilh exceeded payments received for providing that care, resulting in a combined shortfall exceeding $161 million related to treating medicare patients. In addition to the costs noted above, during the fiscal year covered by this filing bilh hospitals provided combined community benefits, community health improvement services, cash and in-kind contributions to community health centers and other groups as well as costs incurred related to subsidies for primary and specialty care access, behavioral health care and other care provided at a loss totaling over $150 million. For additional information on these activities as well as each hospital's most recent community health needs assessment and implementation strategy, please see form 990 schedule h for each of the bilh hospitals. Education and research fiscal year ended september 30, 2024 research activities across bilh serve patient care both at bilh and beyond as part of the advancement of science. Beth israel deaconess medical center, inc. (bidmc or medical center) is a tertiary care academic medical center providing leading edge patient care, is a world class research institution and is devoted to teaching and training the medical professionals of tomorrow, embracing technological and clinical practice innovation and to that end, part of the medical center's mission is to be a world-class research institution where outstanding scientists work to develop new knowledge for the betterment of the health of our local and extended communities. Bidmc has the largest research operations across bilh and during the fiscal year covered by this filing, the medical center incurred over $370 million in research expenses, more than $91 million of which w”

“Education and awareness efforts to promote access to care in fy 2024, bilh worked to improve access for masshealth patients in eastern massachusetts through various communications initiatives. A key effort was launching a monthly newsletter, available in seven languages, to engage patients and share health information. New england baptist hospital ("nebh") hosted information sessions to educate underserved populations about its services. Nebh also performed outreach to community housing facilities, participated in boston mayor wu's hispanic heritage month luncheon, and partnered with neighborhood associations and main street boards.”

“Research: joslin's mission is not only to provide outstanding patient care, but also to bring best practices to the larger medical community. Joslin engages in research related to better understanding diabetes, how to treat it and how to help patients manage and live healthier lives with the disease. Joslin diabetes research center is one of only 16 nih-designated diabetes research centers in the united states. Joslin's research team is world-renowned and passionate about improving the lives of people with diabetes millions of people with diabetes throughout the world benefit directly from basic and clinical research conducted at the center. Approximately 300 researchers employed at the joslin diabetes center are working on various aspects of diabetes, searching for ways to prevent and treat diabetes in all its forms and ultimately find a cure for the disease.”

“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, 2024. These statements were prepared in accordance with generally accepted accounting principles (gaap) and included the accounts of the beth israel lahey health, inc. (bilh), and the entities for which beth israel lahey health, inc. (bilh) served as sole member during the fiscal period covered by this filing, (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), the joslin diabetes center, exeter health resources, inc. (ehri) 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). Ehri in turn served as the sole member of exeter hospital and other affiliates of ehri. Each of these bilh affiliates may in turn serve as member of additional entities within the network of affiliates, and whose accounts are included in the bilh audited financial statements. In addition, the bilh financial statements also include the accounts of harvard medical faculty physicians at beth israel deaconess medical center, inc. (hmfp), the dedicated physician practice of beth israel deaconess medical center and an entity integrally related to helping bidmc and other affiliates in the bilh network accomplish their charitable purposes. The accounts of the entities for which hmfp serves as member are also included in the hmfp and bilh audited financial statements. The audit and compliance committee of bilh's board of trustees assumes responsibility for oversight of the consolidated audit for the network as a whole.”

“Joslin clinic, inc. Did not receive any contributions of intellectual property and as such, was not required to file form 8899.”

“Joslin clinic, inc. Did not receive any contributions of cars, boats, airplanes or other vehicles and as such, was not required to file form 1098-c.”

“Other: program service expenses 20,932,873. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,932,873.”