Nonprofit · EIN 04-2323457
LAHEY CLINIC FOUNDATION INC
Tax-exempt · CHARLESTOWN, MA 02129
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $37,528,358 | $6,363,836 | $31,164,522 | $675,115,191 | $387,491,664 | $287,623,527 |
| September 30, 2024 | 990 | $49,536,778 | $6,379,426 | $43,157,352 | $634,147,712 | $420,628,755 | $213,518,957 |
| September 30, 2023 | 990 | $14,529,877 | $2,541,358 | $11,988,519 | $960,450,884 | $474,078,022 | $486,372,862 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $12,957,913
- Program service revenue
- $6,595,930
- Investment income
- $10,312,013
- Net gain from sales of assets
- $3,770,062
- Other revenue
- $7,662,502
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $6,295,445
- Travel
- $2,533
- Program services (functional)
- $6,363,836
Balance sheet and other
- Total assets, start of year
- $634,147,712
- Total assets, end of year
- $675,115,191
- Total liabilities, end of year
- $387,491,664
- Net assets, end of year
- $287,623,527
- Land, buildings and equipment
- $26,857,801
- Publicly traded securities
- $342,503,369
- Net assets without donor restrictions
- $147,439,686
- Net assets with donor restrictions
- $140,183,841
- Gross receipts
- $37,528,358
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1963
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TABB MD KEVIN | CEO (EX-OFF) (CEO, BILH) Officer | 1 | $0 | $3,665,891 | $1,068,480 |
| RIOS CINDY | TREAS (EX-OFF) (EXEC VP & CFO, BILH) Officer | 1 | $0 | $1,386,253 | $2,208,450 |
| SHORETT PETER | TTEE(CEO DESIG) (SR EVP & COO, BILH) Trustee or director | 1 | $0 | $1,416,456 | $55,015 |
| MOFFATT-BRUCE MD PHD SUSAN | PRESIDENT & TRUSTEE (EX-OFFICIO) Trustee or director | 1 | $0 | $1,280,274 | $133,048 |
| LIESCHING MD TIMOTHY | SVP, CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $623,347 | $662,295 |
| KATZ ESQ JAMIE | CLERK (EX-OFF); BILH GENERAL COUNSEL Officer | 1 | $0 | $1,001,061 | $33,790 |
| RESNIC MD FREDERIC | TRUSTEE; CARDIOLOGIST Trustee or director | 1 | $0 | $843,782 | $75,624 |
| MOURTZINOS MD ARTHUR P | TRUSTEE; UROLOGIST Trustee or director | 1 | $0 | $770,665 | $57,240 |
| MOSENTHAL MD ANNE | TRUSTEE; CHIEF ACADEMIC OFFICER Trustee or director | 1 | $0 | $712,004 | $75,542 |
| BRAMS MD DAVID | TTEE EX-OFF; PRES, LC MEDICAL STAFF Trustee or director | 1 | $0 | $583,604 | $78,110 |
| FRANCIOLI CARL | TREAS EX-OF; BILH INTRM CFO/BSTN CFO Officer | 1 | $0 | $558,652 | $54,959 |
| SRINIVASAN MD JAYASHRI | TRUSTEE; DIVISION CHAIR NEUROLOGY Trustee or director | 1 | $0 | $468,831 | $62,821 |
| CONNELLY CPA MBA MICHAEL | ASST TREAS (EX-OFF) & CFO Officer | 1 | $0 | $509,401 | $21,909 |
| WINGER MD CHRISTINE | TTEE; PHYSICIAN, INTERNAL MEDICINE Trustee or director | 1 | $0 | $473,090 | $51,253 |
| CANTRELL PAUL | VP, PLANNING, DESIGN, & CONSTRUCTION Key employee | 1 | $0 | $314,010 | $208,414 |
24 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BACIARELLI RENATO VAL | FORMER INTERIM SVP, COO Former | 0 | $0 | $487,240 | $29,043 |
| AQUINO MD PATRICK | TTEE; LCI DIVISION CHAIR, PSYCHIATRY Trustee or director | 1 | $0 | $429,516 | $60,700 |
| GARCIA-BANIGAN MD DINAMARIE | TRUSTEE; ENDOCRINOLOGIST Trustee or director | 1 | $0 | $399,220 | $66,749 |
| HANLEY-WILLIAMS MD NICOLE | TRUSTEE; GASTROENTEROLOGIST Trustee or director | 1 | $0 | $380,488 | $60,766 |
| PARRILLO JULIA | DIVISIONAL VP, PHILANTHROPY Key employee | 1 | $0 | $351,347 | $51,372 |
| BORTONE EDWARD | VP FACILITY, INFRSTRCTRE, HOSPTL OPS Key employee | 1 | $0 | $231,788 | $51,382 |
| CRAWFORD MD BETSEY | TTEE; PHYSICIAN, INTERNAL MEDICINE Trustee or director | 1 | $0 | $237,810 | $29,625 |
| BELL ELIZABETH BRYCE | AVP DEVELOPMENT Highest-paid employee | 55 | $242,141 | $0 | $22,924 |
| TABERNER MIKAELA | ASST CLERK (ASSOC GC, BILH) Officer | 1 | $0 | $221,296 | $35,321 |
| OXLEY DWAYNE | AST TREAS EX-OFF, INTRM CFO; AST CFO Officer | 1 | $0 | $206,170 | $47,622 |
| BENNETT KEVIN | FRMR ASST TREAS (EX-OFF) & CFO Former | 0 | $0 | $189,904 | $0 |
| EDMONDS JANE C | TRUSTEE & CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALEXANDER PAUL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DECOSTE PAMELA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FINK JOHANNA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HO WILLIAM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KITCHEN-BREWER SANDRA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAFRENIERE LAWRENCE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MCARDLE JOAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NORDBLOM PETER C | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REYNOLDS MARY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBINS SHANNON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HERNDON MBA CPA FACHE SCOTT | TREAS (EX-OFF) (EXEC VP & CFO, BILH) Officer | 1 | $0 | $0 | $0 |
| MEKALA PRAVEEN | ASST TREAS (EX-OFF) & CFO Officer | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 36 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TABB MD KEVIN | TTEE & CEO (EX-OFF) (CEO, BILH) Trustee or director, Officer | 1 | $0 | $4,313,387 | $1,097,028 |
| RIOS CINDY | TREAS (EX-OFF) (EXEC VP & CFO, BILH) Officer | 1 | $0 | $1,471,427 | $217,736 |
| SHORETT PETER | TTEE(CEO DESIG) (SR EVP & COO, BILH) Trustee or director | 1 | $0 | $1,559,476 | $48,246 |
| MOFFATT-BRUCE MD PHD SUSAN | PRESIDENT & TRUSTEE (EX-OFFICIO) Trustee or director, Officer | 1 | $0 | $1,142,266 | $224,147 |
| KATZ ESQ JAMIE | CLERK (EX-OFF); GENERAL COUNSEL BILH Officer | 1 | $0 | $1,270,175 | $32,002 |
| MOSENTHAL MD ANNE | TRUSTEE; CHIEF ACADEMIC OFFICER Trustee or director | 1 | $0 | $847,816 | $68,115 |
| MOURTZINOS MD ARTHUR P | TRUSTEE; UROLOGIST Trustee or director | 1 | $0 | $802,422 | $50,084 |
| LIESCHING MD TIMOTHY | SVP, CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $713,219 | $88,251 |
| BENNETT KEVIN | FRMR ASST TREAS (EX-OFF) & CFO Former | 0 | $0 | $535,325 | $222,074 |
| BRAMS MD DAVID | TTEE (EX-OFF) (PRES, MEDICAL STAFF) Trustee or director | 1 | $0 | $627,872 | $72,341 |
| SORCINI MD ANDREA P | TTEE (EX-OFF); MSA PRES & UROLOGIST Trustee or director | 1 | $0 | $613,804 | $35,142 |
| HUNTER MD ALICE A | TRUSTEE; ORTHOPAEDIC SURGEON Trustee or director | 1 | $0 | $559,737 | $64,766 |
| BACIARELLI RENATO VAL | INTERIM SVP, COO Key employee | 1 | $0 | $599,877 | $0 |
| SRINIVASAN MD JAYASHRI | TRUSTEE; DIVISION CHAIR NEUROLOGY Trustee or director | 1 | $0 | $479,202 | $59,450 |
| WINGER MD CHRISTINE | TRUSTEE, PHYSICIAN Trustee or director | 1 | $0 | $476,807 | $47,491 |
| AQUINO MD PATRICK | TTEE; LCI DIVISION CHAIR, PSYCHIATRY Trustee or director | 1 | $0 | $425,505 | $49,219 |
| PARRILLO JULIA | REGIONAL VP, PHILANTHROPY Key employee | 1 | $0 | $414,564 | $46,130 |
| CANTRELL PAUL | VP, PLANNING, DESIGN, & CONSTRUCTION Key employee | 1 | $0 | $328,162 | $59,238 |
| CONNELLY CPA MBA MICHAEL | ASST TREAS (EX-OFF) & CFO Officer | 1 | $0 | $368,853 | $7,490 |
| BELL ELIZABETH BRYCE | AVP DEVELOPMENT Key employee | 55 | $276,872 | $0 | $16,084 |
| CRAWFORD MD BETSEY | TTEE; PHYSICIAN, INTERNAL MEDICINE Trustee or director | 1 | $0 | $251,035 | $30,681 |
| LONGWORTH MD DAVID | FRMR TTEE (EX-OFF) & PRES Former | 0 | $0 | $249,253 | $15,489 |
| TABERNER MIKAELA | ASST CLERK (ASSOC GC, BILH) Officer | 1 | $0 | $143,131 | $27,894 |
| D'AGOSTINO MD RICHARD S | TRUSTEE, PHYSICIAN Trustee or director | 1 | $0 | $63,460 | $29,330 |
| EDMONDS JANE C | TRUSTEE & CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALEXANDER PAUL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DECOSTE PAMELA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FINK JOHANNA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HO WILLIAM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAFRENIERE LAWRENCE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MCARDLE JOAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NORDBLOM PETER C | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PONTE PATRICIA REID | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REYNOLDS MARY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBINS SHANNON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCHMERGEL GREG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 37 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TABB MD KEVIN | TTEE (EX OFFICIO) & CEO (EX-OFF) Trustee or director, Officer | 1 | $0 | $2,507,235 | $299,917 |
| KERNDL JOHN | TREAS (EX-OFF) (EVP & CFO, BILH) Officer | 1 | $0 | $1,301,463 | $34,409 |
| LONGWORTH MD DAVID | TRUSTEE (EX-OFFICIO) & PRESIDENT Trustee or director, Officer | 1 | $0 | $1,110,533 | $31,775 |
| RIOS CINDY | TREAS (EX-OFF) (INTERIM CFO, BILH) Officer | 1 | $0 | $802,046 | $220,936 |
| KATZ ESQ JAMIE | CLERK (EX-OFFICIO) Officer | 1 | $0 | $898,193 | $15,864 |
| MOURTZINOS MD ARTHUR P | TRUSTEE; UROLOGIST Trustee or director | 1 | $0 | $748,389 | $48,353 |
| BENNETT KEVIN | CFO, ASST TREAS (EXOFF), INTERIM COO Officer | 1 | $0 | $535,200 | $152,546 |
| LIESCHING MD TIMOTHY | SVP, CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $539,569 | $84,017 |
| HUNTER MD ALICE A | TRUSTEE; ORTHOPAEDIC SURGEON Trustee or director | 1 | $0 | $513,964 | $62,649 |
| SORCINI MD ANDREA P | TTEE (EX-OFF); MSA PRES & UROLOGIST Trustee or director | 1 | $0 | $467,162 | $45,670 |
| SRINIVASAN MD JAYASHRI | TRUSTEE; DIVISION CHAIR NEUROLOGY Trustee or director | 1 | $0 | $443,247 | $60,158 |
| AQUINO MD PATRICK | TTEE; LCI DIVISION CHAIR, PSYCHIATRY Trustee or director | 1 | $0 | $407,577 | $24,586 |
| WINGER MD CHRISTINE | TRUSTEE, PHYSICIAN Trustee or director | 1 | $0 | $345,098 | $62,996 |
| ANTONIADES EFSTATHIOS | FORMER COO Former | 0 | $0 | $212,494 | $175,081 |
| PARRILLO JULIA | VP DEVELOPMENT Key employee | 1 | $0 | $304,064 | $40,571 |
| CANTRELL PAUL | VP FACILITIES OPERATIONS Key employee | 1 | $0 | $282,406 | $60,820 |
| VILLANUEVA MD ANDREW G | TRUSTEE, CHIEF QUALITY OFFICER Trustee or director | 1 | $0 | $263,177 | $65,695 |
| D'AGOSTINO MD RICHARD S | TRUSTEE, PHYSICIAN Trustee or director | 1 | $0 | $232,277 | $78,678 |
| CRAWFORD MD BETSEY | TTEE; PHYSICIAN, INTERNAL MEDICINE Trustee or director | 1 | $0 | $249,589 | $29,087 |
| CONNELLY CPA MBA MICHAEL | CFO & ASST TREAS (EX-OFF) Officer | 1 | $0 | $207,100 | $1,856 |
| TABERNER MIKAELA | ASSISTANT CLERK (EX-OFFICIO) Officer | 1 | $0 | $159,323 | $32,110 |
| EDMONDS JANE C | TRUSTEE & CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LANG DAVID | TRUSTEE, CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MOFFATT-BRUCE MD PHD SUSAN | PRESIDENT & TRUSTEE (EX-OFFICIO) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALEXANDER PAUL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BAILEY PHD ERIC M | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CRANDALL ROGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CRUZ MELISSA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FINK JOHANNA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| IRVING JAMES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MCARDLE JOAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NORDBLOM PETER C | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PODUSKA WILLIAM J | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PONTE PATRICIA REID | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REYNOLDS MARY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBINS SHANNON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCHMERGEL GREG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- CO BILH TAX 529 MAIN ST 4TH FL, CHARLESTOWN, MA 02129-0000
- In care of
- % TIMOTHY OCONNOR
- Principal officer (990 for 2024)
- KEVIN TABB MD, C/O BILH TAX 529 MAIN ST 4TH FL, CHARLESTOWN, MA 02129
- Signed the 990
- SCOTT HERNDON, TREASURER
- Phone
- (781) 744-8924
- Website
- WWW.LAHEY.ORG
- Return prepared by
- DELOITTE TAX LLP
Mission
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE OExpenses $6,363,836 · revenue $6,596,069
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 04-2323457
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $675,115,191
- Income (IRS master file)
- $37,528,358
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $37,528,358 | $6,363,836 | $675,115,191 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $49,536,778 | $6,379,426 | $634,147,712 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $14,529,877 | $2,541,358 | $960,450,884 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $33,558,820 | $672,827 | $914,887,443 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2323457).
Questions about LAHEY CLINIC FOUNDATION INC
- What is the EIN of LAHEY CLINIC FOUNDATION INC?
- The employer identification number (EIN) of LAHEY CLINIC FOUNDATION INC is 04-2323457.
- Is LAHEY CLINIC FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to LAHEY CLINIC FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAHEY CLINIC FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LAHEY CLINIC FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAHEY CLINIC FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LAHEY CLINIC FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names KEVIN TABB MD.
- Who are the officers and directors of LAHEY CLINIC FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 39 people; 1 received compensation from the organization.
- How much revenue does LAHEY CLINIC FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $37,528,358, expenses of $6,363,836 and total assets of $675,115,191 at year end.
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