LAHEY CLINIC FOUNDATION INC

EIN: 042323457 501(c)(3) Health Care

CHARLESTOWN, MA

Total Revenue
$49,536,778
Total Expenses
$6,379,426
Total Assets
$634,147,712
Net Assets
$213,518,957
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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
MA
Principal Officer
KEVIN TABB MD
Phone
7817445100
Tax Period
2023-10-01 to 2024-09-30

LAHEY CLINIC FOUNDATION INC, founded in 1963, is a mid-sized nonprofit in the Health Care sector that reported $49.5M in total revenue in fiscal year 2023. Revenue surged 241% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43.2M, a strong 87% operating margin.

Mission

THE LAHEY CLINIC FOUNDATION, INC. (LCF) SERVES AS THE SOLE MEMBER AND SUPPORTS THE LAHEY CLINIC (LC) AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL & MEDICAL CENTER (LHMC), ENABLING LHMC AND LC TO PROVIDE SUPERIOR HEALTH CARE LEADING TO THE BEST POSSIBLE OUTCOMES FOR EVERY PATIENT. AS ONE OF THE WORLD'S PREMIER HEALTH CARE ORGANIZATIONS, LAHEY HOSPITAL & MEDICAL CENTER AIMS TO EXCEED EACH PATIENT'S HIGH EXPECTATIONS FOR SERVICE AND TO ADVANCE MEDICINE THROUGH RESEARCH AND THE EDUCATION OF TOMORROW'S HEALTH CARE LEADERS. LAHEY CLINIC FOUNDATION, WORKING WITH LC AND LHMC, IS COMMITTED TO IMPROVING THE HEALTH AND QUALITY OF LIFE OF COMMUNITY RESIDENTS BY SUPPORTING LOCAL ORGANIZATIONS ALIGNED WITH THIS MISSION. 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), 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) AND EXETER HEALTH RESOURCES INC SERVED AS THE SOLE MEMBER OF EXETER HOSPITAL. EACH OF 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 SOUTHERN NEW HAMPSHIRE 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 4,700 PHYSICIANS AND 39,000 EMPLOYEES.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,892,787
Program Service Revenue $6,928,783
Investment Income $36,714,788
Other Revenue $420
TOTAL REVENUE $49,536,778

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $6,379,426
Other Expenses $6,379,426
TOTAL EXPENSES $6,379,426

Year-over-Year Comparison

2023 2022 Change
Revenue $49,536,778 $14,529,877 +2.4%
Expenses $6,379,426 $2,541,358 +1.5%
Net Income $43,157,352 $11,988,519 +2.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
24
Independent Members
12
Employees
N/A
Volunteers
12

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$10,315,536
Total Directors
25
$14,038,829
Key Employees
5
$2,542,397
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TABB MD KEVIN TTEE & CEO (EX-OFF) (CEO, BILH) 1.00
Officer Director
$0 $1,097,028 $5,410,415
SHORETT PETER TTEE(CEO DESIG) (SR EVP & COO, BILH) 1.00
Director
$0 $48,246 $1,607,722
MOFFATT-BRUCE MD PHD SUSAN PRESIDENT & TRUSTEE (EX-OFFICIO) 1.00
Officer Director
$0 $224,147 $1,366,413
MOSENTHAL MD ANNE TRUSTEE; CHIEF ACADEMIC OFFICER 1.00
Director
$0 $68,115 $915,931
MOURTZINOS MD ARTHUR P TRUSTEE; UROLOGIST 1.00
Director
$0 $50,084 $852,506
BRAMS MD DAVID TTEE (EX-OFF) (PRES, MEDICAL STAFF) 1.00
Director
$0 $72,341 $700,213
SORCINI MD ANDREA P TTEE (EX-OFF); MSA PRES & UROLOGIST 1.00
Director
$0 $35,142 $648,946
HUNTER MD ALICE A TRUSTEE; ORTHOPAEDIC SURGEON 1.00
Director
$0 $64,766 $624,503
SRINIVASAN MD JAYASHRI TRUSTEE; DIVISION CHAIR NEUROLOGY 1.00
Director
$0 $59,450 $538,652
WINGER MD CHRISTINE TRUSTEE, PHYSICIAN 1.00
Director
$0 $47,491 $524,298
AQUINO MD PATRICK TTEE; LCI DIVISION CHAIR, PSYCHIATRY 1.00
Director
$0 $49,219 $474,724
CRAWFORD MD BETSEY TTEE; PHYSICIAN, INTERNAL MEDICINE 1.00
Director
$0 $30,681 $281,716
D'AGOSTINO MD RICHARD S TRUSTEE, PHYSICIAN 1.00
Director
$0 $29,330 $92,790
EDMONDS JANE C TRUSTEE & CHAIR 1.00
Officer Director
$0 $0 $0
ALEXANDER PAUL TRUSTEE 1.00
Director
$0 $0 $0
DECOSTE PAMELA TRUSTEE 1.00
Director
$0 $0 $0
FINK JOHANNA TRUSTEE 1.00
Director
$0 $0 $0
HO WILLIAM TRUSTEE 1.00
Director
$0 $0 $0
LAFRENIERE LAWRENCE TRUSTEE 1.00
Director
$0 $0 $0
MCARDLE JOAN TRUSTEE 1.00
Director
$0 $0 $0
NORDBLOM PETER C TRUSTEE 1.00
Director
$0 $0 $0
PONTE PATRICIA REID TRUSTEE 1.00
Director
$0 $0 $0
REYNOLDS MARY TRUSTEE 1.00
Director
$0 $0 $0
ROBINS SHANNON TRUSTEE 1.00
Director
$0 $0 $0
SCHMERGEL GREG TRUSTEE 1.00
Director
$0 $0 $0
RIOS CINDY TREAS (EX-OFF) (EXEC VP & CFO, BILH) 1.00
Officer
$0 $217,736 $1,689,163
KATZ ESQ JAMIE CLERK (EX-OFF); GENERAL COUNSEL BILH 1.00
Officer
$0 $32,002 $1,302,177
CONNELLY CPA MBA MICHAEL ASST TREAS (EX-OFF) & CFO 1.00
Officer
$0 $7,490 $376,343
TABERNER MIKAELA ASST CLERK (ASSOC GC, BILH) 1.00
Officer
$0 $27,894 $171,025
LIESCHING MD TIMOTHY SVP, CHIEF MEDICAL OFFICER 1.00
Key Emp
$0 $88,251 $801,470
BACIARELLI RENATO VAL INTERIM SVP, COO 1.00
Key Emp
$0 $0 $599,877
PARRILLO JULIA REGIONAL VP, PHILANTHROPY 1.00
Key Emp
$0 $46,130 $460,694
CANTRELL PAUL VP, PLANNING, DESIGN, & CONSTRUCTION 1.00
Key Emp
$0 $59,238 $387,400
BELL ELIZABETH BRYCE AVP DEVELOPMENT 55.00
Key Emp
$276,872 $16,084 $292,956
BENNETT KEVIN FRMR ASST TREAS (EX-OFF) & CFO 0.00
$0 $222,074 $757,399
LONGWORTH MD DAVID FRMR TTEE (EX-OFF) & PRES 0.00
$0 $15,489 $264,742
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $49,536,778 $6,379,426 $634,147,712 $43,157,352
2023 $14,529,877 $2,541,358 $960,450,884 $11,988,519
2022 $33,558,820 $672,827 $914,887,443 $32,885,993
2021 $37,603,944 $1,070,284 $924,716,563 $36,533,660
2020 $4,685,194 $2,825,481 $910,019,710 $1,859,713
2019 $19,319,520 $3,119,634 $942,583,380 $16,199,886
2018 $22,644,227 $3,073,583 $961,416,980 $19,570,644
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