THE LONGWOOD COLLECTIVE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LONGWOOD COLLECTIVE INC (EIN 04-2507445)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-04
- IRS object ID
- 202211249349301946
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T13:31:42-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042507445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICAL ACADEMIC AND SCIENTIFIC | BusinessNameLine1Txt |
| Business Name Line2 | COMMUNITY ORGANIZATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 6176322310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLI G ROTH | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 6176322310 | PhoneNum |
| Signature | 2022-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOLLI | PersonFirstNm |
| Person Last | ROTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2022-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID SWEENEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,206,155 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASCO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE CORPORATION'S EXEMPT PURPOSES INCLUDE ALL OF THE FOLLOWING: SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $317,542 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $33,120 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,565,323 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,663,664 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,276,743 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,867,452 | CYInvestmentIncomeAmt |
| PY Other Revenue | $547,232 | PYOtherRevenueAmt |
| CY Other Revenue | $598,460 | CYOtherRevenueAmt |
| PY Total Revenue | $30,389,298 | PYTotalRevenueAmt |
| CY Total Revenue | $33,129,576 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,170 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,658,489 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,791,396 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,151,145 | PYOtherExpensesAmt |
| CY Other Expenses | $24,830,614 | CYOtherExpensesAmt |
| PY Total Expenses | $26,867,804 | PYTotalExpensesAmt |
| CY Total Expenses | $27,655,160 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,521,494 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,474,416 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,409,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,290,827 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,230,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,996,595 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,178,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,294,232 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CORPORATION'S EXEMPT PURPOSES INCLUDE ALL OF THE FOLLOWING:SEE SCHEDULE O FOR CONTINUATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,690,480 | ExpenseAmt |
| Grant | $25,000 | GrantAmt |
| Revenue | $24,347,633 | RevenueAmt |
| Desc | PARKING AND TRANSPORTATION - MASCO PROVIDED MANAGEMENT OF PARKING AND TRANSPORTATION SERVICES WITHIN THE LONGWOOD MEDICAL AREA (LMA) IN FURTHERANCE OF ITS MISSION TO COOPERATE WITH THE CITY OF BOSTON AND STATE OF MASSACHUSETTS REGARDING CITY AND STATE RESPONSIBILITIES CONCERNING ACCESS, SAFETY AND CONVENIENCE IN THE LMA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,851,783 | ExpenseAmt |
| Grant | $8,150 | GrantAmt |
| Revenue | $706,851 | RevenueAmt |
| Desc | LESSENED THE BURDENS OF GOVERNMENT WITH REGARD TO THE PLANNING, DEVELOPMENT AND ENHANCEMENT IN THE AREA BY PROVIDING SERVICES RELATED TO PUBLIC SAFETY, ACCESS, TRAFFIC CONTROL AND PARKING. PROVIDED OVERALL PLANNING AND COORDINATING FOR OUR MEMBERS WITH RESPECT TO VARIOUS AREAS OF COMMON INTEREST AND MAINTAINED A SETTING IN WHICH THESE ORGANIZATIONS CAN ACHIEVE THEIR OBJECTIVES.SEE SCHEDULE O FOR PROGRAM ACCOMPLISHMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,860,272 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,609,180 | RevenueAmt |
| Desc | MASCO OPERATED AN OFFICE BUILDING AND ATTACHED PARKING GARAGE WITHIN THE LONGWOOD MEDICAL AREA, IN FURTHERANCE OF MASCO'S TAX EXEMPT PURPOSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,402,535 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLI ROTHMARIA CURTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176322310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PETER HEALY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA L FENWICK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DICK ARGYS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH G NABEL MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLY ANDERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE H GLIMCHER MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM HAHN MD PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER JANET EISNER SND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HYNES JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA MUTO PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY FOGELMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTA HERMAN MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT P FRANKS PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KYMBERLY PINDER PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT PERRY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD J LESSARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK FULLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN MIKULA | |||||||
| TRUSTEE (UNTIL JUNE '21) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN PERRY WOOTEN PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN DRINAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC MAXWELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN DEUTSCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK THOMPSON PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH PELMAS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN P KOSTER ESQ | |||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEREDITH WEENICK | |||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD H LADD | |||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES F MONAHAN JR | |||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SWEENEY | |||||||
| PRESIDENT & CEO | 40.00 | $295,364 | $0 | $24,762 | Yes (X) | ||
| HOLLI G ROTH | |||||||
| V.P. & CFO | 40.00 | $255,897 | $0 | $53,127 | Yes (X) | ||
| NORVA KENNARD | |||||||
| GENERAL COUNSEL & ASSISTANT CLERK | 40.00 | $227,847 | $0 | $52,721 | Yes (X) | ||
| JEFFREY STEIN | |||||||
| CLERK | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PAUL CAPPADONA | |||||||
| V.P. OPERATIONS | 40.00 | $203,624 | $0 | $51,472 | Yes (X) | ||
| SARAH HAMILTON | |||||||
| V.P. AREA PLANNING (UNTIL SEPT. '20) | 40.00 | $204,106 | $0 | $5,988 | Yes (X) | ||
| JANICE HENDERSON | |||||||
| SR. PLANNER | 40.00 | $110,018 | $0 | $36,226 | Yes (X) | ||
| JIM NEE | |||||||
| TRANSPORTATION MANAGER | 40.00 | $100,617 | $0 | $35,648 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,397,473 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $259,944 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMER CUTLER PICKERING HALE AND DORR LL | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL | ServicesDesc |
| Compensation | $209,373 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $29,663,664 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,663,664 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,663,664 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,867,452 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,268 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,863,184 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $391,979 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $391,979 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $391,979 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $106,793 | UnrelatedBusinessRevenueAmt |
| Exclusion | $285,186 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $76,579 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $76,579 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| ADMIN. SERVICES | 561000 | $191,751 | $191,751 |
| ADVERTISING INCOME | 541800 | $14,730 | $14,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $206,481 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,129,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,663,664 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $317,542 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,148,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,150 | TotalAmt |
| Program Services | $33,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,235 | TotalAmt |
| Management And General | $762,235 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,674,893 | TotalAmt |
| Program Services | $1,126,958 | ProgramServicesAmt |
| Management And General | $547,935 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,247 | TotalAmt |
| Program Services | $118,236 | ProgramServicesAmt |
| Management And General | $30,011 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,281 | TotalAmt |
| Program Services | $42,708 | ProgramServicesAmt |
| Management And General | $32,573 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,740 | TotalAmt |
| Program Services | $70,147 | ProgramServicesAmt |
| Management And General | $60,593 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,602 | TotalAmt |
| Program Services | $439,075 | ProgramServicesAmt |
| Management And General | $125,527 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,418 | TotalAmt |
| Program Services | $215,632 | ProgramServicesAmt |
| Management And General | $138,786 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,378 | TotalAmt |
| Program Services | $73,378 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,900 | TotalAmt |
| Management And General | $98,900 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,219,164 | TotalAmt |
| Program Services | $10,117,595 | ProgramServicesAmt |
| Management And General | $101,569 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,440,438 | TotalAmt |
| Program Services | $8,413,576 | ProgramServicesAmt |
| Management And General | $26,862 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156 | TotalAmt |
| Program Services | $156 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,666 | TotalAmt |
| Program Services | $1,185 | ProgramServicesAmt |
| Management And General | $1,481 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,524 | TotalAmt |
| Program Services | $108,524 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,862,463 | TotalAmt |
| Program Services | $2,804,022 | ProgramServicesAmt |
| Management And General | $58,441 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,973 | TotalAmt |
| Program Services | $101,748 | ProgramServicesAmt |
| Management And General | $32,225 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TELEPHONE/UTILITIES | $393,240 | $320,681 | $72,559 |
| EQUIPMENT RENTAL/MAINT. | $346,535 | $268,288 | $78,247 |
| RECRUITING | $67,779 | $67,779 | |
| PROPERTY MAINTENANCE | $28,387 | $28,143 | $244 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,135,991 | TotalAmt |
| Program Services | $1,051,554 | ProgramServicesAmt |
| Management And General | $84,437 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,655,160 | TotalAmt |
| Program Services | $25,402,535 | ProgramServicesAmt |
| Management And General | $2,252,625 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,916,849 | BOYAmt |
| EOY | $16,041,820 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,033,804 | BOYAmt |
| EOY | $1,332,546 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,304 | BOYAmt |
| EOY | $173,202 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,530,065 | BOYAmt |
| EOY | $1,524,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,517,184 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,796,315 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,354,712 | BOYAmt |
| EOY | $15,720,869 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,743,496 | BOYAmt |
| EOY | $38,226,570 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,851,509 | BOYAmt |
| EOY | $7,101,826 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,721,568 | BOYAmt |
| EOY | $2,169,480 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,409,307 | BOYAmt |
| EOY | $82,290,827 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,011,610 | BOYAmt |
| EOY | $1,472,727 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,049,359 | BOYAmt |
| EOY | $1,070,039 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,947,097 | BOYAmt |
| EOY | $3,390,051 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,323 | BOYAmt |
| EOY | $63,778 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,230,389 | BOYAmt |
| EOY | $5,996,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,178,918 | BOYAmt |
| EOY | $76,294,232 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,178,918 | BOYAmt |
| EOY | $76,294,232 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,409,307 | BOYAmt |
| EOY | $82,290,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,474,416 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,584,828 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $56,070 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,379,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,571,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,374,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,565,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,663,664 | CurrentTaxYearAmt |
| Total | $140,554,056 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,379,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,571,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,374,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,565,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,663,664 | CurrentTaxYearAmt |
| Total | $140,554,056 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $140,554,056 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,128,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,518,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,983,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,561,055 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,148,370 | CurrentTaxYearAmt |
| Total | $9,339,362 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,128,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,518,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,983,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,561,055 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,148,370 | CurrentTaxYearAmt |
| Total | $9,339,362 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,120 | CurrentTaxYearAmt |
| Total | $329,856 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,657,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,161,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,405,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,153,060 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,846,154 | CurrentTaxYearAmt |
| Total | $150,223,274 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94810 | PublicSupportPY509Pct |
| Investment Income CY | 0.06220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04910 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,655,160 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,655,160 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,960 | CurrentYearMinus3Amt |
| Current Year Minus2 | $9,618 | CurrentYearMinus2Amt |
| Current Year Minus1 | $5,894 | CurrentYearMinus1Amt |
| Total | $18,472 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,907 | BeginningYearBalanceAmt |
| Other Expenditures | $35,907 | OtherExpendituresAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,938 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,969 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $35,907 | EndYearBalanceAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,082,677 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,890,336 | DepreciationAmt |
| Book Value | $10,192,341 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $330,759 | OtherCostOrOtherBasisAmt |
| Depreciation | $276,126 | DepreciationAmt |
| Book Value | $54,633 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,466,130 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,217,193 | DepreciationAmt |
| Book Value | $1,248,937 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,637,618 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,412,660 | DepreciationAmt |
| Book Value | $4,224,958 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,720,869 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EMERGING EQUITY MUTUAL FUNDS | $1,975,452 | F |
| INTERNATIONAL EQUITY | $2,930,491 | F |
| ALTERNATIVE INVESTMENTS | $2,195,883 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,101,826 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 457 PLAN | Desc |
| Amt | $63,778 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $63,778 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $40,671,574 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,584,828 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $56,070 | OtherRevenueAmt |
| Revenue Not Reported | $7,640,898 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,030,676 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $98,900 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $98,900 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,129,576 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,556,260 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,556,260 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $98,900 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $98,900 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,655,160 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND DETERMINATION OVER WHICH REVENUE IS RELATED VERSUS UNRELATED, TO BE THEIR ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN IN INVESTMENT IN SUBSIDIARY 56,070. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,132,871 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,132,871 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,132,871 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FENWAY CDC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 BURBANK STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 042666507 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $25,000 | CashGrantAmt |
| Purpose Of Grant | AFFORDABLE HOUSING DONATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | REQUESTS FROM TAX-EXEMPT ORGANIZATIONS SUPPORTING PROGRAMS AND PROJECTS IN AND AROUND THE LONGWOOD MEDICAL AREA ARE REVIEWED AND APPROVED BY MASCO MANAGEMENT. ACKNOWLEDGMENT LETTERS ARE RECEIVED DESCRIBING HOW THE FUNDS WERE SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID SWEENEY | ||||||||||||||
| PRESIDENT & CEO | $246,953 | $0 | $48,000 | $0 | $411 | $0 | $23,478 | $0 | $1,284 | $0 | $320,126 | $0 | $0 | $0 |
| HOLLI G ROTH | ||||||||||||||
| V.P. & CFO | $222,089 | $0 | $27,854 | $0 | $5,954 | $0 | $25,304 | $0 | $27,823 | $0 | $309,024 | $0 | $0 | $0 |
| NORVA KENNARD | ||||||||||||||
| GENERAL COUNSEL & ASSISTANT CLERK | $197,992 | $0 | $24,960 | $0 | $4,895 | $0 | $22,407 | $0 | $30,314 | $0 | $280,568 | $0 | $0 | $0 |
| PAUL CAPPADONA | ||||||||||||||
| V.P. OPERATIONS | $183,015 | $0 | $19,979 | $0 | $630 | $0 | $18,844 | $0 | $32,628 | $0 | $255,096 | $0 | $0 | $0 |
| SARAH HAMILTON | ||||||||||||||
| V.P. AREA PLANNING (UNTIL SEPT. '20) | $198,985 | $0 | $0 | $0 | $5,121 | $0 | $5,581 | $0 | $407 | $0 | $210,094 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | MASCO HAS A BONUS INCENTIVE PROGRAM. IN ORDER FOR THE BONUS INCENTIVE TO BE AVAILABLE, MASCO MUST MEET ITS FINANCIAL OBJECTIVES FOR THE YEAR AS ORIGINALLY APPROVED BY THE BOARD AND INDIVIDUALS MUST MEET INDIVIDUAL AND CORPORATE GOALS IN ORDER TO EARN THEIR INCENTIVE. INCENTIVE PAYMENTS WERE APPROVED FOR THE EXECUTIVE STAFF FOR FY'21 AND ACCRUED AS OF JUNE 30, 2021. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2013-07-10 | BondIssuedDt |
| Issue Price | $13,480,059 | IssuePriceAmt |
| Purpose | PURCHASE NEW FLEET OF BUSES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $13,480,059 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $187,103 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $13,292,956 | CapitalExpendituresAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I: | FormAndLineReferenceDesc |
| Explanation | THE INDEBTEDNESS DESCRIBED ON LINE A IS A TAX-EXEMPT LEASE THROUGH MASSACHUSETTS DEVELOPMENT FINANCE AGENCY WHICH ALLOWED FOR THE CAPITAL LEASE OF TRANSIT BUSES, VANS AND TO PAY TECHNICAL COSTS ASSOCIATED WITH THE BUS PURCHASE AND FINANCE CLOSING COSTS. SCHEDULE K, PART IV, LINE 2: THE ORGANIZATION MET A PERMITTED EXCEPTION TO REBATE. ALL PROCEEDS WERE ALLOCATED TO THE PURCHASE OF BUSES AND VANS IMMEDIATELY UPON INCEPTION OF THE TAX-EXEMPT LEASE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I AND PART III, LINE 1: | DESCRIPTION OF THE ORGANIZATION'S MISSION A) TO LESSEN THE BURDENS OF GOVERNMENT WITH RESPECT TO THE PLANNING, DEVELOPMENT AND ENHANCEMENT, IN THE PUBLIC INTEREST, OF LONGWOOD MEDICAL AND ACADEMIC AREA OF THE CITY OF BOSTON, MASSACHUSETTS (THE "LONGWOOD MEDICAL AND ACADEMIC AREA"), FOR THE BENEFIT OF THE GENERAL PUBLIC, INCLUDING WITHOUT LIMITATION PATIENTS BEING SERVED BY TAX-EXEMPT TEACHING HOSPITALS AND THEIR VISITORS, STUDENTS CONNECTED WITH TAX-EXEMPT TEACHING HOSPITALS, EMPLOYEES, COLLEGES, SCHOOLS, AND OTHER TAX-EXEMPT EDUCATIONAL ORGANIZATIONS IN THE LONGWOOD MEDICAL AND ACADEMIC AREA, AND MEMBERS OF CULTURAL AND RELIGIOUS ORGANIZATIONS IN THAT AREA, BY PROVIDING SERVICES RELATING TO PUBLIC SAFETY, TRAFFIC CONTROL AND STREET SIGNS, ROADWAY IMPROVEMENT, PARKING, BEAUTIFICATION AND OTHER SIMILAR PUBLIC NEEDS; B) TO COOPERATE WITH THE CITY OF BOSTON, MASSACHUSETTS, IN CONNECTION WITH MATTERS RELATED TO PLANNING, PHYSICAL DEVELOPMENT, AND PHYSICAL ENHANCEMENT OF THE LONGWOOD MEDICAL AND ACADEMIC AREA AND TO THE RESPONSIBILITIES OF CITY GOVERNMENT CONCERNING PUBLIC HEALTH, SAFETY AND CONVENIENCE IN THE LONGWOOD MEDICAL AND ACADEMIC AREA; C) TO SERVE AS AN OVERALL PLANNING AND COORDINATING BODY FOR TAX-EXEMPT TEACHING HOSPITALS, COLLEGES, SCHOOLS AND OTHER TAX-EXEMPT EDUCATIONAL OR SIMILAR ORGANIZATIONS IN THE LONGWOOD MEDICAL AND ACADEMIC AREA WITH RESPECT TO VARIOUS AREAS OF COMMON INTEREST AND CONCERN; AND TO ASSIST IN THE DEVELOPMENT AND MAINTENANCE OF A COMPREHENSIVE SETTING IN WHICH THOSE TAX-EXEMPT ORGANIZATIONS CAN IMPLEMENT THEIR VARIOUS PROGRAMS AND OBJECTIVES; D) TO ACQUIRE, OPERATE OR MAKE AVAILABLE, BY CONTRIBUTION, SALE, LEASE OR OTHERWISE, REAL OR PERSONAL PROPERTY NECESSARY OR USEFUL FOR THE ACCOMPLISHMENT OF THE EXEMPT PURPOSES OF ANY ORGANIZATION IN THE LONGWOOD MEDICAL AND ACADEMIC AREA WHICH IS OPERATING EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES; E) TO PROMOTE SOCIAL WELFARE IN THE LONGWOOD MEDICAL AND ACADEMIC AREA; F) TO PREVENT COMMUNITY DETERIORATION IN THE LONGWOOD MEDICAL AND ACADEMIC AREA; AND G) TO ENGAGE IN SUCH OTHER EDUCATION AND CHARITABLE ACTIVITIES DESCRIBED IN SECTION 501(C)(3), RELATING TO THE LONGWOOD MEDICAL AND ACADEMIC AREA AND ANY OTHER LOCATION OR ACTIVITY, AS THE CORPORATION MAY DETERMINE TO BE APPROPRIATE. |
| FORM 990, PART III, LINE 4B: | COMMUTEWORKS 1. DIRECT SERVICES: PROVIDED LMA COMMUTERS WITH THE FOLLOWING SERVICES: A. PERSONALIZED COMMUTING ASSISTANCE: RESPONDED TO APPROXIMATELY 700 INQUIRIES OR FEEDBACK INCLUDING PERSONALIZED COMMUTING ASSISTANCE, MBTA FEEDBACK AND GENERAL QUESTIONS/COMMENTS B. COMMUTEFIT: 83 NEW PARTICIPANTS C. EMERGENCY RIDE HOME: 67 NEW PARTICIPANTS D. COMMUTESWAP: 1 NEW PARTICIPANT 2. BICYCLE EVENTS: SPONSORED AND ORGANIZED 5 DAYS OF FREE BIKE TUNE-UPS BY APPOINTMENT. 3. RIDEAMIGOS: SECURED 260 NEW SIGNUPS FOR PROGRAMS INCLUDING COMMUTEFIT, ERH AND CARPOOL. THIS RESULTED IN 1,900 NON-DRIVE-ALONE TRIPS TAKEN, 8,073 NON-DRIVE-ALONE MILES LOGGED, 6,384 LBS OF CO2 REDUCED. 4. BLUEBIKES: PROVIDED 16 FREE BLUEBIKES MONTHLY PASSES TO ESSENTIAL HOSPITAL WORKERS 5. CARPOOLING/VANPOOLING INCENTIVE PROGRAMS: 2 PEOPLE REGISTERED IN CARPOOL INCENTIVE PROGRAM. 6. LYFT PROGRAMS: 8 EMERGENCY RIDE HOME TRIPS TAKEN VIA LYFT 7. MASS DEP RIDESHARE REPORTS: ASSISTED IN COMPLETION OF DEP RIDESHARE REPORTING ON BEHALF OF 9 INSTITUTIONS. SUMMARIZED AREA-WIDE COMMUTER PROGRAM PARTICIPATION AND TRANSPORTATION PROJECTS. TRANSPORTATION PLANNING/CAPITAL 1. LMA REGIONAL ACCESS: INVOLVED AS STAKEHOLDER IN TOWN/CITY/MBTA/STATE PLANNING IN THE FOLLOWING ROADWAY, TRANSIT, AND ACCESS PROJECTS: I. I-90 ALLSTON INTERCHANGE STUDY TASK FORCE II. MBTA/MASSDOT BETTER BUS PROJECT III. GREEN LINE TRANSFORMATION (GLT) IV. ROUTE 9/GATEWAY EAST BUS LANE PILOT V. BOYLSTON STREET RE-DESIGN VI. FENWAY DEVELOPMENT TRANSPORTATION MITIGATION AND PLANNING 2. FRANCIS/BINNEY STREET WALK SAFETY IMPROVEMENTS: FINALIZED APPROVALS FOR LED STOP SIGNS FOR THE INTERSECTION FRANCIS AND BINNEY STREETS INCLUDING MAINTENANCE AGREEMENTS. 3. FRANCIS STREET RESTRIPING: DEVELOPED STRIPING PLAN FOR FRANCIS STREET INCLUDING RE-ALIGNED CENTER LINES AND TURN LANES. WILL SUPPORT IMPROVED TRAFFIC OPERATIONS, PATIENT DROP-OFF AND ACCESS TO A MAJOR HOSPITAL FRONT DOOR. MASCO TO FUND IMPLEMENTATION. 4. MBTA ADVOCACY IN SUPPORT OF FRONTLINE WORKER COMMUTING NEEDS DURING PANDEMIC: WITH THE MBTA IMPLEMENTING EXTENSIVE SERVICE CUTS BECAUSE OF A DROP IN TRANSIT RIDERSHIP RESULTING FROM THE PANDEMIC, MASCO SUCCESSFULLY ADVOCATED TO PRESERVE AND RESTORE SERVICES FOR LMA FRONTLINE AND ESSENTIAL WORKERS WHO HAVE CONTINUED TO COMMUTE BY TRANSIT TO LMA HOSPITALS, COLLEGES, AND CULTURAL INSTITUTIONS. THIS INCLUDED ADVOCATING WITH THE T TO AVERT: - A PLANNED SHUTDOWN OF SERVICE ON THE GREEN LINE, E BRANCH BETWEEN BRIGHAM CIRCLE AND HEATH STREET. - A REDUCTION IN SERVICE FREQUENCIES ON BUS ROUTES AND SUBWAYS SERVING THE LMA. - STOPPING COMMUTER RAIL SERVICE AFTER 9 PM. 5. ENHANCED COMMUTER RAIL SERVICE TO RUGGLES STATION: WORKING WITH MBTA COMMUTER RAIL OPERATIONS, SECURED ADDITIONAL COMMUTER RAIL SERVICE TO RUGGLES STATION WITH CONSTRUCTION OF THE THIRD PLATFORM COMPLETED IN SPRING 2021. 6. GREEN LINE TRANSFORMATION (GLT) TESTIMONY: TESTIFIED IN SUPPORT OF ACCELERATING FUNDING FOR GREEN LINE TRANSFORMATION FUTURE PHASES INCLUDING NEW, LARGER CARS, AND SIGNAL AND TRACK IMPROVEMENTS. 7. AVE. LOUIS PASTEUR SAFETY/MULTI-MODAL IMPROVEMENTS: ADVANCED UPDATED PLAN FOR AVENUE LOUIS PASTEUR SEEKING TO BALANCE MASCO SHUTTLE OPERATIONS, MBTA BUSES, BOSTON LATIN SCHOOL PICK-UP AND DROP-OFF, LOADING AND CURBSIDE NEEDS AND WALK SAFETY. 8. CONSTRUCTION IMPACT MITIGATION: DEVELOPED AND DISTRIBUTED CONSTRUCTION PROJECT INFORMATION SUCH AS THE BWSC WATER MAIN REPLACEMENTS ON BLACKFAN CIRCLE, FRANCIS AND BINNEY STREETS, BETH ISRAEL DEACONESS MEDICAL CENTER NEW INPATIENT BUILDING AND BOSTON CHILDREN'S HOSPITAL HALE BUILDING CONSTRUCTION. INFORMATION HELPED MEMBER INSTITUTIONS AND EMPLOYEES TO PLAN IN ADVANCE AND MITIGATE POTENTIAL EMERGENCY VEHICLE ACCESS, PATIENT ACCESS AND TRAFFIC IMPACTS TO PUBLIC (AND PRIVATE) STREETS. 9. E-LINE SHUTDOWN ADVANCE COORDINATION: WORKED WITH MBTA, MEMBER INSTITUTIONS, TO ASSESS IMPACTS OF PROPOSED E BRANCH SHUTDOWN DURING RECONSTRUCTION OF E LINE BETWEEN BRIGHAM CIRCLE AND HEATH STREET. 10. UBER/LYFT/TNC PILOT. RE-STARTED PLAN TO PILOT TRANSPORTATION NETWORK COMPANY (TNC) PICK-UP AND DROP-OFF IN RESPONSE TO EMPLOYEE DEMANDS CONFLICTING WITH FRONT DOOR PATIENT AND VISITOR ACCESS. TRANSPORTATION VISION + FRAMEWORK 1. TRANSPORTATION FRAMEWORK: CONCEPTUALIZED AND DRAFTED A SCOPE OF WORK FOR THE LMA TRANSPORTATION FRAMEWORK - A SYSTEM FOR PRIORITIZING TRANSPORTATION PROJECTS AFFECTING THE LMA INCLUDING AN ASSESSMENT OF EXISTING TRANSPORTATION CONDITIONS. THIS IS INTENDED TO BE PHASE 1 OF AN ONGOING COMPREHENSIVE TRANSPORTATION EFFORT. LATER PHASES WILL INCLUDE DATA GATHERING, ADDITIONAL ASSESSMENT OF EXISTING CONDITIONS AND DEVELOPMENT OF POTENTIALLY NEW STRATEGIES IN CONCERT WITH A SERIES OF MASCO MEMBER MEETINGS. GOVERNMENT/COMMUNITY RELATIONS 1. COMMUNITY RELATIONSHIP BUILDING: FRIENDS OF THE MUDDY RIVER, FRIENDS OF RAMLER PARK, EMERALD NECKLACE CONSERVANCY, AND WALKBOSTON. |
| FORM 990, PART III, LINE 4B (CONTINUED): | LONG- RANGE PLANNING/DEVELOPMENT COORDINATION, PLANNING OPERATIONS, CITY SERVICES AND CONSTRUCTION COORDINATION 1. MASTER PLAN/PROJECT REVIEW/TECHNICAL ASSISTANCE: PROVIDED TECHNICAL ASSISTANCE TO THREE MEMBERS REGARDING PUBLIC APPROVALS. 2. LMA/NEIGHBORHOOD STAKEHOLDER PARTICIPATION IN PUBLIC MEETINGS: PARTICIPATED IN AND CONTRIBUTED TO NUMEROUS PUBLIC MEETINGS REGARDING DEVELOPMENT PROJECTS INCLUDING WS DEVELOPMENT/RED SOX PROJECT, 109 BROOKLINE AVENUE, AND LANDMARK CENTER PHASE 3 PROJECT. PROVIDED TECHNICAL COMMENT LETTERS ADDRESSING WIDE RANGE OF TOPICS AFFECTING THE FENWAY AND LMA INCLUDING LAND USE AND TRANSPORTATION. 3. CITY PILOT PROGRAM: CONVENED AD HOC MEETINGS TO DEVELOP INFORMATION ON NON-PROFIT INSTITUTIONS' COMMUNITY CONTRIBUTIONS TO METROPOLITAN AREA. RESEARCHED COMMUNITY BENEFIT REPORTS AND COMPILED BACKGROUND MATERIALS. 4. 2019 DATA: COLLATED, ANALYZED, AND SYNTHESIZED 2019 DATA ADDRESSING ECONOMICS, DEMOGRAPHICS, EMPLOYMENT, STUDENTS, PATIENTS, VISITORS, LAND USE, WORKFORCE, SUSTAINABILITY, AND ENVIRONMENT. 5. ECONOMIC IMPACT STUDY: COMPLETED ECONOMIC IMPACT STUDY ADDRESSING THE LONGWOOD MEDICAL AND ACADEMIC AREA'S ECONOMIC CONTRIBUTIONS TO BOSTON AND MASSACHUSETTS. 6. PHYSICAL AND SOCIAL PLACEMAKING A. "OUTSIDE" 2020 (SECOND HALF): - SUCCESSFULLY COMPLETED THE SECOND YEAR OF A THREE-YEAR PLACEMAKING PILOT. - THERE WERE 8 SITES, 3 OF WHICH WERE NEW. - DUE TO ONGOING PUBLIC HEALTH RESTRICTIONS INSTITUTED DUE TO THE COVID-19 PANDEMIC, PROGRAMS HAD TO BE SCALED BACK OR CUT ENTIRELY TO ENSURE SOCIAL DISTANCING. IN TOTAL, AMENITIES INCLUDED 20 MUSICAL PERFORMANCES BY ROAMING CLASSICAL AND JAZZ ROAMING MUSICIANS, 87 TABLES AND CHAIRS AND UMBRELLAS DEPLOYED, AND 16 FOOD TRUCKS SERVING PER WEEK (11 VENDORS), AND TWO SIDEWALK CHALK SPACES. - WORKED WITH VPNE, WHO WERE CONTRACTED AS SITE MANAGERS, TO MONITOR THE SPACES, FREQUENTLY CLEAN TABLES, AND INTERACT WITH GUESTS. - COMPLETED INVENTORY, SHUTDOWN, STORAGE, AND REPAIR OF ASSETS. B. 2021 (FIRST HALF): - SUCCESSFULLY LAUNCHED THE THIRD YEAR OF A THREE-YEAR PLACEMAKING PILOT. - COMPLETED PLANS AND PROGRAMMING FOR 8 SITES (WITH ONE NEW SITE DESIGNED AT STONEMAN CENTENNIAL PARK), WHICH INVOLVED DRAFTING AND FINALIZING SITE PLANS, LICENSE AGREEMENTS, CONTRACTS, WAIVERS, AND OTHER FINANCIAL AND LEGAL DOCUMENTS WITH VENDORS AND INSTITUTIONAL PARTNERS. - ORGANIZED AND SCHEDULED A SLIGHTLY MORE EXPANDED PROGRAM SCHEDULE, WITH PUBLIC HEALTH RESTRICTIONS WITH THE COVID-19 PANDEMIC EASING. PROGRAMMING INCLUDED DEPLOYING 208 ASSETS (INCLUDING TABLES, CHAIRS, UMBRELLAS, SIGNS), 28 MUSICAL PERFORMANCES, 6 ART BLADE DISPLAYS, A PING PONG TABLE, A WEEK OF YOGA CLASSES, AND FOOD TRUCK 5 DAYS PER WEEK (WITH 7 VENDORS TOTAL). - WORKED WITH VPNE, WHO WERE CONTRACTED AS SITE MANAGERS, TO MONITOR THE SPACES, FREQUENTLY CLEAN TABLES, AND INTERACT WITH GUESTS. 7. GIS: PROVIDED TECHNICAL MAPPING SUPPORT FOR EMERGENCY PREPAREDNESS AND IN SUPPORT OF ECONOMIC IMPACT STUDY. 8. TECHNICAL ASSISTANCE: COORDINATED WITH CITY BIKE RACK PROGRAM AND MEMBERS TO ID LOCATIONS FOR POTENTIAL NEW BIKE RACKS. 9. BANNERS: MANAGED THE INSTALLATION, REMOVAL, AND REPAIRS OF THE AREA-WIDE BANNERS FOR TI, MCA AND HSPH. PROVIDED TECHNICAL ASSISTANCE TO EC, SC, AND TI RELATIVE TO THEIR NEW LOGOS AND BANNER LOCATIONS, APPROVALS, AND INSTALLATION. 10. PLANNING OPERATIONS: MANAGED THE MAINTENANCE, REPAIR AND INSTALLATION OF THE MASCO ASSETS LOCATED THROUGHOUT THE LMA INCLUDING 37 BIG BELLIES, 70 METAL BENCHES, 33 METAL WASTE/RECYCLING RECEPTACLES, AND 175 WAYFINDING SIGNS. 11. CONSTRUCTION COORDINATION: POSTED 133 CONSTRUCTION AND TRAFFIC NOTICES, COORDINATED 17 BUILDING, UTILITY, AND INFRASTRUCTURE PROJECTS, HELD 9 CONSTRUCTION COORDINATION MEETINGS. THE PROJECTS INCLUDED THE REPLACEMENT OF WATER MAINS ON FRANCIS STREET, BINNEY STREET, AND BLACKFAN CIRCLE, REPAVING SECTIONS OF BROOKLINE AVENUE, MAJOR FACILITY IMPROVEMENT AT BWH, BIDMC, MATEP, MCA AND TI AND NEW BUILDINGS AT BIDMC AND BCH. COMPLETED THE ANNUAL CONSTRUCTION COORDINATION REPORT. 12. CITY SERVICES: REPORTED AND TRACKED THE PROGRESS OF 38 CITY SERVICE ISSUES INCLUDING CLOGGED CATCH BASINS, TRAFFIC LIGHT OUTAGES, STREET AND SIDEWALK REPAIRS, AND SIGN REPLACEMENT. SURVEYED THE STREETS AND SIDEWALKS IN AND AROUND THE LMA FOR SNOW REMOVAL NEEDS AFTER EACH SIGNIFICANT STORM. COORDINATED WITH THE CITY, STATE, AND PRIVATE INSTITUTIONS ON AREAS IN NEED OF ATTENTION ENERGY/ENVIRONMENTAL UTILITY INFRASTRUCTURE 1. LEGISLATIVE AND POLICY INITIATIVES: ON BEHALF OF MEMBERS, MONITORED, ASSESSED AND PROVIDED PUBLIC COMMENT ON LEGISLATIVE AND POLICY INITIATIVES IN SUSTAINABILITY, ENERGY, STATE AND CITY CLIMATE REGULATIONS INCLUDING BERDO, ZNC/ARTICLE 37, GROUNDWATER CONSERVATION OVERLAY DISTRICT (GCOD) REGULATIONS, AND TDM AND PARKING GUIDELINES. PARTICIPATED IN THE BOSTON CLIMATE ACTION PLAN UPDATE WORKING GROUP. REPORTED TO MEMBERS AND OTHERS ON BERDO, ZERO NET ENERGY LEGISLATION, DECARBONIZATION ROAD MAP BTD'S NEW PARKING AND TDM GUIDELINES. 2. TECHNICAL MEETINGS/FORUMS: HOSTED TECHNICAL MEETINGS WITH MEDICAL AND EDUCATIONAL INSTITUTIONS TO REVIEW DRAFT EMISSION PERFORMANCE STANDARDS. HELD FOUR TECH TALKS ON: REFRIGERANTS MANAGEMENT, DECARBONIZATION TECHNOLOGIES, THE STATE WASTE BAN, AND THE FUTURE OF ELECTRICITY MARKETS. LEADER DISCUSSIONS INCLUDED: UPDATES ON CITY AND STATE CLIMATE POLICIES, AND LMA WORK FROM HOME IMPACTS ON TRANSPORTATION, REAL ESTATE AND SUSTAINABILITY. OBTAINED SUSTAINABILITY DATA. OPEN SPACE 1. BEAUTIFICATION PROGRAMS: IMPLEMENTED THE LMA BEAUTIFICATION PROGRAM INCLUDING 58 SEASONAL PLANTERS, 164 GATEWAY HANGING BASKETS, AND 5 PERENNIAL BEDS INCLUDING TREES, SHRUBS, BULBS, AND PERENNIALS DURING THE 2020 GROWING SEASON. DUE TO COVID DID NOT EXPAND PLANTER PROGRAM OR INSTALL SPRING PLANTING. DEVELOPED A NEW 'LONGWOOD PALETTE' OF PLANTS. 2. EVANS WAY: INSTALLED ROSE BUSH REPLACEMENTS (10), MAINTENANCE, FERTILIZATION, AND WATERING OF THE PEDESTRIAN ISLAND. ADDED 150 MORE DAFFODIL BULBS. 3. HUNTINGTON AVENUE: CONTINUE TO CARE FOR 225 TREES, INCLUDING FERTILIZATION, PRUNING, AND IRRIGATION MAINTENANCE. 4. AVE. LOUIS PASTEUR/GREEN INFRASTRUCTURE PILOT: RECEIVED PUBLIC IMPROVEMENT COMMISSION (PIC) APPROVAL FOR THIS OPEN SPACE AND RESILIENCY CONCEPT; THE PILOT PROJECT IS NOW 'SHOVEL READY'. DUE TO WORK AT ABUTTING INSTITUTION THE PROJECT CANNOT BEGIN CONSTRUCTION UNTIL SPRING OF 2022. 5. TECHNICAL ASSISTANCE: CONDUCTED TREE EVALUATION AND IRRIGATION ANALYSIS FOR HUNTINGTON AVE. WITH GIS. 6. OPEN SPACE ADVOCACY: SERVED AS A COMMUNICATIONS CONDUIT FOR MEMBERS RELATED TO THE ACE DREDGING PROJECT IN THE MUDDY RIVER. SERVED ON EMERALD NECKLACE CONSERVANCY (ENC) PARK OVERSEER'S COMMITTEE, THE PROJECT REVIEW COMMITTEE, THE ADVOCACY COMMITTEE, AND THE MUDDY RIVER MAINTENANCE AND MANAGEMENT OVERSIGHT COMMITTEE (MMOC) FOR THE MUDDY RIVER RESTORATION PROJECT. CAPITAL IMPROVEMENTS 1. MASCO ASSET REDESIGN: COMPLETED THE MASCO TRASH RECEPTACLE DESIGN AND WRAPPED 35 BIG BELLY STATIONS WITH THE NEW GRAPHIC. BEGAN DESIGN WORK FOR THE 2022 LMA BANNERS. 2. BLACKFAN MAINTENANCE MANAGEMENT: MANAGED SNOW REMOVAL, MAINTENANCE, AND REPAIR SERVICES FOR BLACKFAN CIRCLE ABUTTERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | IN SOME INSTANCES, DIRECTORS OF THE ORGANIZATION (MASCO) HAVE A BUSINESS RELATIONSHIP STRUCTURED IN THE FOLLOWING MANNER: BRIGHAM & WOMENS HOSPITAL, BUSINESS RELATIONSHIP: ELIZABETH G. NABEL, M.D., PRESIDENT SHELLY ANDERSON, MPM, EXECUTIVE V.P. & COO BOSTON CHILDREN'S HOSPITAL, BUSINESS RELATIONSHIP: DICK ARGYS, SENIOR V.P. & CAO SANDRA L. FENWICK, CEO DANA-FARBER CANCER INSTITUTE, BUSINESS RELATIONSHIP: LAURIE H. GLIMCHER, M.D., PRESIDENT AND CEO WILLIAM HAHN, M.D., PH.D., EXECUTIVE VP & COO EMMANUEL COLLEGE, BUSINESS RELATIONSHIP: SISTER JANET EISNER, SND, PRESIDENT THOMAS HYNES, TRUSTEE TEMPLE ISRAEL, BUSINESS RELATIONSHIP: MARC MAXWELL, PRESIDENT DAN DEUTSCH, EXECUTIVE DIRECTOR MASSACHUSETTS COLLEGE OF ART AND DESIGN: KYMBERLY PINDER, PH.D. ACTING PRESIDENT ROBERT PERRY, VP OF ADMINISTRATION AND FINANCE |
| FORM 990, PART VI, SECTION A, LINE 6 | MASCO CONSISTS OF A NUMBER OF MEMBER INSTITUTIONS THAT HAVE FULL AND EXCLUSIVE VOTING RIGHTS AND ARE REFERRED TO AS MEMBERS OF THE CORPORATION. VOTING MEMBERSHIP IN THE CORPORATION IS LIMITED TO ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXATION UNDER THE PROVISIONS OF SECTION 501(C)(3) OR SECTION 115 OF THE INTERNAL REVENUE CODE. MEMBERS ARE REPRESENTED AT ANY MEETING OF THE MEMBERS BY THEIR RESPECTIVE CHIEF EXECUTIVE OFFICER, A MEMBER OF THEIR GOVERNING BOARD, OR BY SUCH PERSON AS MAY BE DESIGNATED IN WRITING AND DELIVERED TO THE PRESIDENT OR CLERK OF THE CORPORATION. EACH MEMBER OF THE CORPORATION SHALL CONTINUE TO BE A MEMBER UNTIL SUCH MEMBER'S DISSOLUTION OR RESIGNATION OR UNTIL SUCH MEMBERSHIP IS TERMINATED AS PROVIDED BY THE BY-LAWS OR BY ACTION OF THE MEMBERS OR DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | A WRITTEN NOTICE OF EVERY MEETING OF MEMBERS STATING THE PLACE, DAY AND HOUR AND THE PURPOSE FOR WHICH THE MEETING IS CALLED SHALL BE GIVEN BY THE CLERK OR OTHER PERSON CALLING THE MEETING AT LEAST 7 DAYS BEFORE THE MEETING TO EACH MEMBER. EACH MEMBER ENTITLED TO VOTE SHALL HAVE ONE VOTE ON EVERY MATTER CONSIDERED AT A MEETING OF MEMBERS AND MAY VOTE EITHER IN PERSON THROUGH ITS REPRESENTATIVE OR BY WRITTEN PROXY DATED NOT MORE THAN 3 MONTHS BEFORE THE MEETING. ANY ELECTION BY MEMBERS FOR ANY OFFICE SHALL BE DETERMINED BY A PLURALITY OF THE VOTES CAST BY THE MEMBERS ENTITLED TO VOTE IN THE ELECTION. ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT ANY MEETING OF THE MEMBERS MAY BE TAKEN WITHOUT A MEETING IF ALL MEMBERS ENTITLED TO VOTE ON THE MATTER CONSENT TO THE ACTION IN WRITING AND WRITTEN CONSENTS ARE FILED WITH THE RECORDS OF THE MEETINGS OF MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE COPY OF FORM 990 AND ALL RELATED SCHEDULES IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS BEFORE THE FORM 990 IS FILED. MASCO NOTIFIED BOARD MEMBERS BY E-MAIL THAT THE FORM 990 WAS AVAILABLE TO BE VIEWED. THE E-MAIL CONTAINED A LINK TO THE PASSWORD-PROTECTED WEBSITE WHERE THE ENTIRE FORM 990 COULD BE VIEWED. |
| FORM 990, PART VI, SECTION B, LINE 12C | MASCO DOES REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AS FOLLOWS: A COPY OF THE POLICY IS DISTRIBUTED AT THE ANNUAL BOARD MEETING AND ALSO WITH THE ANNUAL DISCLOSURE PACKET. MASCO REQUESTS ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE STATEMENT, WHICH ASKS THE INDIVIDUAL COMPLETING THE STATEMENT TO DESCRIBE ANY EXISTING CONFLICT OR STATE THAT HE OR SHE IS AWARE OF NONE. MASCO'S GOVERNING BOARD ACTIVELY ADDRESSES POTENTIAL CONFLICTS OF INTEREST AT MEETINGS WHERE NEW TRANSACTIONS ARE CONTEMPLATED. MASCO REQUIRES EACH DIRECTOR, OFFICER AND KEY EMPLOYEE TO COMPLETE A QUESTIONNAIRE IN ADDITION TO THE ANNUAL DISCLOSURE STATEMENT, WHICH SERVES BOTH TO ASSIST MASCO IN COMPLETING FORM 990 AND TO FURTHER ENSURE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. MASCO ACTIVELY ENGAGES ITS DIRECTORS, OFFICERS, OR KEY EMPLOYEES TO ASSURE RECEIPT OF THIS INFORMATION ON AN ANNUAL BASIS. THE GENERAL COUNSEL OF THE ORGANIZATION REVIEWS ALL QUESTIONNAIRES AND DISCLOSURE STATEMENTS. IN THE EVENT THAT SHE DETERMINES THERE IS A POTENTIAL CONFLICT, THE GENERAL COUNSEL WILL NOTIFY THE PRESIDENT OF THE ORGANIZATION AND, IF NECESSARY IN THE JUDGMENT OF GENERAL COUNSEL AND/OR THE PRESIDENT, OUTSIDE COUNSEL TO THE ORGANIZATION. IF A POTENTIAL CONFLICT ARISES INVOLVING THE GENERAL COUNSEL OR THE PRESIDENT OF THE ORGANIZATION, THAT INDIVIDUAL WILL NOT TAKE PART IN THE REVIEW MATTER, AND THE MATTER WILL BE REVIEWED BY AN APPROPRIATE ALTERNATE OFFICER AND/OR OUTSIDE COUNSEL. DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE BY THE CHAIRMAN OF THE BOARD IN CONSULTATION WITH THE EXECUTIVE COMMITTEE OF THE ORGANIZATION IN CONSULTATION WITH THE GENERAL COUNSEL AND, IF DESIRABLE IN THE JUDGMENT OF GENERAL COUNSEL, OUTSIDE SPECIALTY COUNSEL. ANY MEMBER OF THE EXECUTIVE COMMITTEE WHO IS THE SUBJECT OF A POTENTIAL CONFLICT WOULD NOT TAKE PART IN THE DETERMINATION. RESTRICTIONS ON THE INDIVIDUAL DETERMINED TO HAVE A CONFLICT ARE DETERMINED BY THE EXECUTIVE COMMITTEE, IN CONSULTATION WITH THE GENERAL COUNSEL AND WOULD RANGE FROM THAT INDIVIDUAL'S RECUSAL FROM CONSIDERATION OF THE MATTER AT HAND TO THAT INDIVIDUAL'S RESIGNATION FROM THE BOARD, DEPENDING ON THE NATURE OF THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | MASCO RETAINS THE ASSISTANCE OF AN INDEPENDENT COMPENSATION EXPERT TO PROVIDE ASSISTANCE AND GUIDANCE TO THE COMPENSATION COMMITTEE. THE COMMITTEE MEETS TWICE PER YEAR TO DISCUSS OVERALL COMPENSATION GUIDELINES FOR MERIT AND INCENTIVE COMPENSATION; AS WELL AS THE SPECIFIC PERFORMANCE OF THE CEO AND MEMBERS OF THE EXECUTIVE STAFF. THE COMPENSATION COMMITTEE IS INDEPENDENT OF ANYONE WHOSE COMPENSATION IS AT ISSUE. INDIVIDUALS WHO ARE NOT INDEPENDENT IN A PARTICULAR CASE WILL RECUSE THEMSELVES. THESE PROCEDURES ARE DESIGNED TO ESTABLISH THE SO-CALLED "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE REGULATIONS TO SECTION 4958 OF THE INTERNAL REVENUE CODE (INTERMEDIATE SANCTIONS). THE COMPENSATION COMMITTEE EXPERT ATTENDS EACH OF THOSE MEETINGS, INCLUDING THE EXECUTIVE SESSION. THE CEO PROVIDES THE COMPENSATION COMMITTEE WITH FEEDBACK FROM MEMBERS CONCERNING THE PERFORMANCE OF THE COMPANY, AS WELL AS AN EVALUATION OF EACH EXECUTIVE STAFF'S PERFORMANCE. THE COMPENSATION EXPERT COMPARES THE CASH AND NON-CASH COMPENSATION WITH THAT OF SIMILARLY SITUATED ORGANIZATIONS BOTH REGIONALLY AND INTERNATIONALLY. IN ADDITION, THE COMPENSATION COMMITTEE REVIEWS COMPENSATION AND ADJUSTMENT RECOMMENDATIONS WITH ACTIONS BEING UNDERTAKEN BY MEMBER ORGANIZATIONS. MINUTES ARE KEPT OF THESE MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICE EXPENSE- AREA PLANNING AND OPERATIONS PROJECTS: PROGRAM SERVICE EXPENSES 747,007. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 747,007. CONTRACT SERVICE EXPENSE- PARKING AND TRANSPORTATION SHUTTLE SERVICES: PROGRAM SERVICE EXPENSES 8,549,967. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,549,967. CONTRACT SERVICE EXPENSE- OPERATION OF OFFICE BUILDING AND ATTACHED GARAGE: PROGRAM SERVICE EXPENSES 810,235. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 810,235. CONTRACT SERVICE EXPENSES- VARIOUS OTHER: PROGRAM SERVICE EXPENSES 10,386. MANAGEMENT AND GENERAL EXPENSES 101,569. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,955. |
| FORM 990, PART XI, LINE 9: | GAIN ON INVESTMENT IN SUBSIDIARY 56,070. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASCO SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043198155 | EIN |
| Primary Activities | TELECOMMUNICATIONS, GROUP PURCHASING, ADMINISTRATIVE SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $56,070 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,230,679 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MASCO SERVICES INC | ||
| A | $279,691 | LEASE AGREEMENT |
| MASCO SERVICES INC | ||
| D | $173,202 | LOAN AGREEMENT AT MARKET RATE |
| MASCO SERVICES INC | ||
| L | $183,504 | MARKET RATE |
| MASCO SERVICES INC | ||
| M | $908,160 | MARKET RATE |
| MASCO SERVICES INC | ||
| Q | $187,448 | ACTUAL COSTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2, COLUMN C: | FormAndLineReferenceDesc |
| Explanation | THE RENT PAID BY MASCO SERVICES, INC. TO MASCO, INC. IS A QUALIFIED, SPECIFIED PAYMENT WITHIN THE MEANING OF IRC SECTION 512(B)(13). | ExplanationTxt |
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