SEE SCHEDULE O
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$312.5M
+17.5% YoY
Annual Giving
$164K
+134.6% YoY
Grant Count
8
+166.7% YoY
Avg Grant Size
$20K
-12.0% YoY
About Lahey Clinic Inc
Based on IRS filings
Lahey Clinic Inc is a nonprofit organization focused on Health, based in CHARLESTOWN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $312.5M in total assets. In 2024, it awarded 8 grants totaling $164K. Net investment income was $7.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $312,521,997 | $265,897,725 | $239,661,515 |
| Revenue | $376,718,300 | $337,273,093 | $361,277,977 |
| Expenses | $442,571,119 | $412,489,983 | $411,373,162 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $7,342,031 | $107,053 | $4,696,406 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Peabody Education Foundation ($35,951), Boston University ($30,342), Housing Corporation of Arlington ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HOUSING CORPORATION OF ARLINGTON ARLINGTON, MA | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | $30,000 |
| TRUSTEES OF TUFTS COLLEGETUFTS UNIV MEDFORD, MA | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | $21,000 |
| NEWHALL FIELDS COMMUNITY FARM PEABODY, MA | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | $15,000 |
| PEABODY EDUCATION FOUNDATION PEABODY, MA | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | $35,951 |
| AMERICAN HEART ASSOCIATION WELLESLEY, MA | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | $15,000 |
| SUTTON RESIDENCE FOR WOMEN PEABODY, MA | CARE ACCESS AND/OR TO ADDRESS OTHER IDENTIFIED COMMUNITY HEALTH NEEDS | $10,000 |
| BOSTON UNIVERSITY BOSTON, MA | MEDICAL RESEARCH | $30,342 |
| HARVARD PILGRIM HEALTHCARE INC BOSTON, MA | MEDICAL RESEARCH | $6,668 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TABB MD KEVIN | TTEE & CEO (EX-OFF) (CEO, BILH) | 1 | — |
| SHORETT PETER | TTEE (SR EXECUTIVE VP & COO, BILH) | 1 | — |
| MOFFATT-BRUCE MD PHD SUSAN | PRESIDENT & TRUSTEE | 1 | — |
| MOSENTHAL MD ANNE | TRUSTEE; CHIEF ACADEMIC OFFICER | 1 | — |
| MOURTZINOS MD ARTHUR P | TRUSTEE; UROLOGIST | 55 | $802,422 |
| BRAMS MD DAVID | TRUSTEE (PRESIDENT, MEDICAL STAFF) | 55 | $627,872 |
| SORCINI MD ANDREA P | TRUSTEE; MSA PRESIDENT AND UROLOGIST | 55 | $613,804 |
| HUNTER MD ALICE A | TRUSTEE; ORTHOPAEDIC SURGEON | 55 | $559,737 |
| SRINIVASAN MD JAYASHRI | TRUSTEE; DIVISION CHAIR NEUROLOGY | 55 | $479,202 |
| WINGER MD CHRISTINE | TRUSTEE, PHYSICIAN | 55 | $476,807 |
| AQUINO MD PATRICK | TTEE; LCI DIVISION CHAIR, PSYCHIATRY | 55 | $425,505 |
| CRAWFORD MD BETSEY | TTEE; PHYSICIAN, INTERNAL MEDICINE | 55 | $251,035 |
| D'AGOSTINO MD RICHARD S | TRUSTEE, PHYSICIAN | 55 | $63,460 |
| EDMONDS JANE C | TRUSTEE & CHAIR | 1 | — |
| ALEXANDER PAUL | TRUSTEE | 1 | — |
| DECOSTE PAMELA | TRUSTEE | 1 | — |
| FINK JOHANNA | TRUSTEE | 1 | — |
| HO WILLIAM | TRUSTEE | 1 | — |
| LAFRENIERE LAWRENCE | TRUSTEE | 1 | — |
| MCARDLE JOAN | TRUSTEE | 1 | — |
| NORDBLOM PETER C | TRUSTEE | 1 | — |
| PONTE PATRICIA REID | TRUSTEE | 1 | — |
| REYNOLDS MARY | TRUSTEE | 1 | — |
| ROBINS SHANNON | TRUSTEE | 1 | — |
| SCHMERGEL GREG | TRUSTEE | 1 | — |
| RIOS CINDY | TREAS (EXECUTIVE VP & CFO, BILH) | 1 | — |
| KATZ ESQ JAMIE | CLERK; GENERAL COUNSEL, BILH | 1 | — |
| CONNELLY CPA MBA MICHAEL | ASST TREAS & CHIEF FINANCIAL OFFICER | 1 | — |
| TABERNER MIKAELA | ASST CLERK (ASSOC GC, BILH) | 1 | — |
| STAIN MD STEVEN | CHAIR, SURGERY DEPARTMENT | 1 | — |
| JOHNSON MD MS FACP ELIZABETH | PRES, BILH PRIMARY CARE NETWORK | 1 | — |
| LIESCHING MD TIMOTHY | SR. VP AND CHIEF MEDICAL OFFICER | 1 | — |
| CREIGHTON MD MALCOLM | HOSP BASED SVCS & EMERG MED CHAIR | 55 | $665,572 |
| KEITZ MD SHERI | CHAIR OF DEPARTMENT OF MEDICINE | 1 | — |
| BACIARELLI RENATO VAL | INTERIM SVP, COO | 1 | — |
| LEW JOHN | VP, HUMAN RESOURCES BUSINESS PARTNER | 1 | — |
| ROBINSON MPH MBA JASON | VP HOSPITAL SVCS & ACADEMIC AFFAIRS | 1 | — |
| BOWEN-BENITICH MBA BRIGITTE | VP SURGICAL SERVICES | 1 | — |
| SENARIAN EMILY | VP MED SVCS & AMBULATORY PERFORMANCE | 1 | — |
| CANTRELL PAUL | VP, PLANNING, DESIGN, & CONSTRUCTION | 1 | — |
| SHEKAR MD PREM | CARDIOTHORACIC SURGEON | 55 | $1,350,967 |
| WHITMORE MD ROBERT | NEUROSURGEON | 55 | $1,364,173 |
| GHOGAWALA MD ZOHER | NEUROSURGEON | 55 | $1,108,428 |
| YEW MD ANDREW | NEUROSURGEON | 55 | $1,117,884 |
| MAGGE MD SUBU | NEUROSURGEON | 55 | $953,435 |
| BENNETT KEVIN | FRMR ASST TREAS (EX-OFF) & CFO | — | — |
| LONGWORTH MD DAVID | FRMR TTEE (EX-OFF) & PRES | — | — |
| MARX MD JEFFREY L | FRMR INTERIM CHAIR, DEPT OF MEDICINE | — | $837,301 |
| ROSENBLATT MD MICHAEL S | FORMER CMO HOSPITAL | — | $540,334 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lahey Clinic Inc?
Lahey Clinic Inc is a nonprofit organization focused on Health, based in CHARLESTOWN, MA. It holds $312.5M in total assets as of 2024.
How large is Lahey Clinic Inc?
As of 2024, Lahey Clinic Inc holds $312.5M in total assets with $376.7M in annual revenue. It awarded 8 grants totaling $164K in 2024.
Where does Lahey Clinic Inc operate?
Lahey Clinic Inc has awarded grants in Georgia, Indiana, Massachusetts.
What size grants does Lahey Clinic Inc award?
In 2024, Lahey Clinic Inc awarded 8 grants totaling $164K — an average of about $20K per grant, based on its IRS Form 990 filings.
What is Lahey Clinic Inc's EIN?
Lahey Clinic Inc's EIN (Employer Identification Number) is 04-2704683. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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