2026-08-13T09:25:18+00:00 2025-09-30 135381590 BDO USA ONE INTERNATIONAL PLACE BOSTON MA 02110 990 2024-10-01 222586814 LGH CHARITABLE TRUST INC LGHC 9786834000 1 GENERAL STREET LAWRENCE MA 01841 JOHN H WHITLOCK JR CFO 9786834000 2026-08-13 true true JAKE COOK P01240455 6174220700 2026-08-11 2024 2025-03-06 01:10:19Z DIANA L RICHARDSON 1 GENERAL STREET LAWRENCE MA 01841 6394107 false X HTTPS://WWW.MHLAWRENCEHOSPITAL.ORG X 1984 MA 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. 6 4 0 5 0 1073962 2779507 0 1448019 734886 0 2521981 3514393 0 0 0 0 884899 2369017 2223638 2369017 2223638 152964 1290755 70576000 75225000 38290000 39662000 32286000 35563000 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. false false 0 0 0 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. 0 true true false false false false false false false false false false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 1 0 true 0 false false false false false false false false false false false false X 6 4 false false false false true true true true true false false false true true true true true true false false false false MA X X JOHN H WHITLOCK JR 9786834000 1 GENERAL STREET LAWRENCE MA 01841 ABHA AGRAWAL PRESIDENT & CEO (UNTIL 02/2025) 1.0 54.0 X X 0 893147 30100 CAROL POWERS SECRETARY/CLERK 1.0 4.0 X X 0 0 0 DAN RIVERA VICE CHAIRMAN (UNTIL 12/2024) 1.0 4.0 X X 0 0 0 DIANA L RICHARDSON PRESIDENT & CEO (AS OF 04/2025) 1.0 54.0 X X 0 0 0 LAUREL SWEENEY TREASURER 1.0 4.0 X X 0 0 0 ROSEMARIE DAY CHAIRMAN 1.0 4.0 X X 0 0 0 EDUARDO HADDAD MD TRUSTEE 1.0 3.0 X 0 220999 0 LANE GLENN TRUSTEE 1.0 2.0 X 0 0 0 CYNTHIA FITZGERALD INTERIM CFO (UNTIL 12/2024) 1.0 54.0 X 0 179850 0 JOHN H WHITLOCK JR SVP - CFO (AS OF 04/2025) 1.0 5.0 X 0 0 0 LISA CRUTCHFIELD CORP ASST SEC/CHRO HR (UNTIL 04/2025) 1.0 54.0 X 0 370877 32731 ROBIN HYNDS INTERIM PRESIDENT & CEO (02/2025 - 04/2025) 1.0 44.0 X 0 517092 37272 STEVE ROACH INTERIM CFO (12/2024 - 03/2025) 1.0 54.0 X 0 0 0 ANTHONY ALLEY CHIEF NURSE EXECUTIVE AND CQO 1.0 44.0 X 0 480074 48977 GEORGE KONDYLIS MD CHIEF PHYSICIAN EXECUTIVE AND CMO 1.0 44.0 X 0 490453 57357 WILLIAM SULLIVAN FORMER OFFICER 0.0 0.0 X 0 193120 32425 0 3345612 238862 0 true true false 0 2779507 10131 2779507 0 0 0 0 0 661165 661165 0 0 2953435 2879714 73721 0 73721 73721 0 0 0 0 0 3514393 0 0 734886 696287 696287 0 0 0 0 11640 11640 22426 22426 86780 86780 450 450 50 50 1338689 1338689 MISCELLANEOUS EXPENSES 67316 67316 0 0 0 0 2223638 0 1338739 884899 2142000 1985000 1199000 962000 0 0 25908000 25908000 26000 17000 0 0 0 24816000 28700000 0 0 16485000 17653000 70576000 75225000 376000 344000 0 29783000 28988000 8131000 10330000 38290000 39662000 X 28549000 31357000 3737000 4206000 32286000 35563000 70576000 75225000 X 1290755 2083960 -97715 X false true true false X 1528589 2088763 1879935 1073962 2779507 9350756 0 0 1528589 2088763 1879935 1073962 2779507 9350756 2689577 6661179 287298 733490 601635 544786 661165 2828374 0 0 0 0 0 0 0 12179130 0 0.54693 0.62888 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED INVESTMENT IN AFFILIATE 11154000 TEMPORARILY RESTRICTED CASH 3244000 LT INTEREST RECEIVABLE-LGHAS 2874000 DUE FROM AFFILIATES 356000 RIGHT OF USE ASSETS 25000 17653000 FEDERAL INCOME TAXES DUE TO AFFILIATE 10305000 OPERATING LEASE 25000 10330000 X 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE LAWRENCE GENERAL CHARITABLE TRUST IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION ANNUALLY EVALUATES ITS TAX STATUS AND TAX POSITIONS TAKEN WITH RESPECT TO ITS OPERATIONS AND FINANCIAL POSITION. UNDER FASB ASC 740, INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE CONSOLIDATED FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. THE ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, IT HAS NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. false true false false false false false false false ABHA AGRAWAL PRESIDENT & CEO (UNTIL 02/2025) 0 730147 0 163000 0 0 0 29500 0 600 0 923247 0 0 EDUARDO HADDAD MD TRUSTEE 0 220999 0 0 0 0 0 0 0 0 0 220999 0 0 WILLIAM SULLIVAN FORMER OFFICER 0 193120 0 0 0 0 0 21196 0 11229 0 225545 0 0 LISA CRUTCHFIELD CORP ASST SEC/CHRO HR (UNTIL 04/2025) 0 300919 0 43500 0 26458 0 32131 0 600 0 403608 0 0 CYNTHIA FITZGERALD INTERIM CFO (UNTIL 12/2024) 0 179850 0 0 0 0 0 0 0 0 0 179850 0 0 ROBIN HYNDS INTERIM PRESIDENT & CEO (02/2025 - 04/2025) 0 436541 0 62550 0 18001 0 35404 0 1868 0 554364 0 0 GEORGE KONDYLIS MD CHIEF PHYSICIAN EXECUTIVE AND CMO 0 410952 0 61500 0 18001 0 32900 0 24457 0 547810 0 0 ANTHONY ALLEY CHIEF NURSE EXECUTIVE AND CQO 0 382297 0 53250 0 44527 0 29900 0 19077 0 529051 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION THE CEO/PRESIDENT OF LGH CHARITABLE TRUST, INC. IS 100% PAID THROUGH ITS PARENT COMPANY, LAWRENCE GENERAL HOSPITAL (D/B/A MERRIMACK HEALTH LAWRENCE 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. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN INDIVIDUALS PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. EMPLOYER DISTRIBUTIONS ARE INCLUDED IN COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(III). DISTRIBUTIONS WERE MADE TO THE FOLLOWING INDIVIDUALS DURING 2024: ROBIN HYNDS - $18,001 LISA CRUTCHFIELD - $26,458 GEORGE KONDYLIS, MD - $18,001 ANTHONY ALLEY - $44,527 FORM 990, PART VI, 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 EVP AND CFO ARE 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, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE MEMBER IS LAWRENCE GENERAL HOSPITAL (D/B/A MERRIMACK HEALTH LAWRENCE HOSPITAL). FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY LGH CHARITABLE TRUST, INC. HAS A SOLE MEMBER, LAWRENCE GENERAL HOSPITAL (D/B/A MERRIMACK HEALTH LAWRENCE HOSPITAL). THE SOLE MEMBER ELECTS AND APPOINTS THE ELECTED MEMBERS OF THE BOARD. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS PURSUANT TO THE BYLAWS, CERTAIN GOVERNANCE DECISIONS REQUIRE THE APPROVAL OF THE SOLE MEMBER, INCLUDING MERGERS, DISSOLUTION, REORGANIZATION, DISPOSITION OF SUBSTANCIALLY ALL ASSETS, CERTAIN SIGNIFICANT INDEBTNESS, AND OTHER RESERVED POWERS SPECIFIED IN THE GOVERNING DOCUMENTS. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXTERNAL ACCOUNTANT AND SUBSEQUENTLY REVIEWED BY THE SENIOR DIRECTOR OF FISCAL SERVICES AND THE ORGANIZATION'S CFO. ONCE COMPLETE, THE FORM AND ALL SCHEDULES ARE MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR REVIEW. THE ORGANIZATION'S CFO AND SENIOR DIRECTOR OF FISCAL SERVICES ARE AVAILABLE TO FACILITATE THE REVIEW AS WELL AS ANSWER ANY QUESTIONS REGARDING THE FORM. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS, THE PARENT COMPANY (LAWRENCE GENERAL HOSPITAL (D/B/A MERRIMACK HEALTH LAWRENCE 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, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES RELEASE FROM RESTRICTIONS - 194278; CAPITAL GRANT - 61605; OTHER CHANGES - 2081; CHANGE IN VALUE OF LGH HEALTH ENTERPRISES, INC. - -1377; NET ASSET TRANSFER TO LAWRENCE GENERAL HOSPITAL - -354302; TOTAL - -97715; LAWRENCE GENERAL HOSPITAL (DBA MERRIMACK HEALTH LAWRENCE HOSPITAL) 1 GENERAL STREET LAWRENCE MA 01841 042103586 HOSPITAL MA 501(C)(3) 3 NA false COMMUNITY MEDICAL ASSOCIATES INC 1 GENERAL STREET LAWRENCE MA 01841 272142635 PHYS PRACTICE MA 501(C)(3) 3 LAWRENCE GENERAL HOSPITAL false LGH ADMINISTRATIVE SERVICES 1 GENERAL STREET LAWRENCE MA 01841 320423203 QALICB MA 501(C)(3) TYPE I LAWRENCE GENERAL HOSPITAL false MERRIMACK VALLEY HEALTH SERVICES INC 600 FEDERAL STREET ANDOVER MA 01841 222604915 MED. IMAGING MA 501(C)(3) 10 LAWRENCE GENERAL HOSPITAL false LG NEWCORP INC (DBA MERRIMACK HEALTH METHUEN HOSPITAL AND MERRIMACK HEALTH HAVERHILL HOSPITAL) 1 GENERAL STREET LAWRENCE MA 01841 994230642 HOSPITAL MA 501(C)(3) 3 LAWRENCE GENERAL HOSPITAL false MERRIMACK VALLEY IN MOTION LLC 1 GENERAL STREET LAWRENCE MA 01841 320578008 MGT SERVICES MA NA N/A LGH HEALTH ENTERPRISES INC 38 PROSPECT STREET LAWRENCE MA 01842 042869696 HEALTHCARE MA NA C CORPORATION false LGH PHYSICIAN ASSOCIATES PC 38 PROSPECT STREET LAWRENCE MA 01842 043174041 PHYSICIAN PRAC. MA NA C CORPORATION false true true false true true false false false false false false false false false true false false false false