2021-08-02T14:59:04-05:00 2020-09-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2019-10-01 042203836 JOSLIN DIABETES CENTER INC JOSL 6173092400 ONE JOSLIN PLACE BOSTON MA 022155306 ELIOT LURIER CFO 6173092400 2021-07-14 1 CRAIG KLEIN P00734640 6177610600 2021-07-14 2019 2022-09-23 18:48:47Z ROBERTA HERMAN MD ONE JOSLIN PLACE BOSTON MA 022155306 77865327 0 X WWW.JOSLIN.ORG X 1950 MA OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. 15 13 643 219 0 0 35866710 33046867 41465936 40609412 1435690 926976 1432367 2370650 80200703 76953905 10418645 14836872 0 0 55023927 52142552 490517 717633 2893874 28780996 28754604 94714085 96451661 -14513382 -19497756 116544681 107556453 22789345 29328054 93755336 78228399 X OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. 0 0 38735919 14836872 35043433 PATIENT CARE: JOSLIN HAS TREATED THOUSANDS OF PATIENTS OVER ITS 100+ YEAR HISTORY. PATIENTS ARE SEEN IN THE JOSLIN CLINIC FOR SERVICES THAT INCLUDE ENDOCRINOLOGY, OPHTHALMOLOGY, NEPHROLOGY, PSYCHOSOCIAL SERVICES, NUTRITION, EXERCISE PHYSIOLOGY AND OTHERS. IN ADDITION, JOSLIN HAS A PROFESSIONAL EDUCATION PROGRAM WHICH EDUCATES PHYSICIANS WORLDWIDE ON JOSLIN TREATMENT METHODS FOR PATIENTS WITH DIABETES.SEE THE COMMUNITY BENEFIT STATEMENT ON SCHEDULE O. 35570864 6820249 RESEARCH: MILLIONS OF PEOPLE WITH DIABETES THROUGHOUT THE WORLD BENEFIT DIRECTLY FROM BASIC AND CLINICAL RESEARCH CONDUCTED AT THE CENTER. APPROXIMATELY 300 RESEARCHERS EMPLOYED AT THE JOSLIN DIABETES CENTER ARE WORKING ON VARIOUS ASPECTS OF DIABETES, SEARCHING FOR WAYS TO PREVENT AND TREAT DIABETES IN ALL ITS FORMS AND ULTIMATELY FIND A CURE FOR THE DISEASE.SEE THE COMMUNITY BENEFIT STATEMENT ON SCHEDULE O. 74306783 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 148 0 1 643 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 MA AL AK AZ CA CT GA IL KS KY ME MD MI MS NH NJ NM NY NC OH OK OR PA RI SC TN UT WA WV VA WI CO HI MN MO ND AR X X X WAYNE SAVILLE 6173095742 ONE JOSLIN PLACE BOSTON MA 02215 JESSICA HOPFIELD PH D TRUSTEE/CHAIR 2.00 0.00 X 0 0 0 TODD ABBRECHT TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL K DEVLIN TRUSTEE 2.00 0.00 X 0 0 0 RALPH M JAMES TRUSTEE 2.00 0.00 X 0 0 0 SUSAN DACEY TRUSTEE 2.00 0.00 X 0 0 0 ANN M LAGASSE TRUSTEE 2.00 1.00 X 0 0 0 MARTIN PASQUALINI TRUSTEE 2.00 0.00 X 0 0 0 JAMES L PETERSON TRUSTEE 2.00 0.00 X 0 0 0 GEOFFREY S REHNERT TRUSTEE 2.00 0.00 X 0 0 0 ARTHUR RUBENSTEIN MD MBBCH TRUSTEE 2.00 0.00 X 0 0 0 MARK E RUSSELL TRUSTEE 2.00 0.00 X 0 0 0 STEFANY SHAHEEN TRUSTEE 2.00 2.00 X 0 0 0 RICHARD SMITH TRUSTEE (UNTIL 9/9/20) 2.00 0.00 X 0 0 0 SANJEEV MEHTA VP, CHIEF MEDICAL INFORMATION OFFICER & CQO 39.00 1.00 X 182772 0 32513 PETER S AMENTA MD PRESIDENT & CEO (UNTIL 12/31/19) 39.00 1.00 X X 716395 0 21355 ROBERTA HERMAN MD PRESIDENT & CHIEF EXECUTIVE OFFICER 39.00 1.00 X X 0 0 0 ROBERT GABBAY MD PH D CMO & SR. 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RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71258068 978695 4869452 4764816 72341399 73999746 231042 653424 3626144 71258068 69542370 2381611 5478515 3402750 73999746 62979530 2852680 7748253 4038093 69542370 62113982 414832 3701938 3251222 62979530 0.00000 0.68380 0.31620 1 0 1067063 1067063 74207812 63369618 10838194 24251483 19260186 4991297 16896554 LIMITED PARTNERSHIP INVESTMENTS 28316228 F 28316228 AMOUNTS HELD AS AGENT 3807305 INSURANCE RECOVERY LIABILITIES 1790000 OTHER LIABILITIES 198532 5795837 X 80744710 3970819 911421 4882240 75862470 1091435 1091435 76953905 96271647 911421 911421 95360226 1091435 1091435 96451661 PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED FOR THE PURPOSE DESIGNATED BY EACH INDIVIDUAL DONOR. THESE FUNCTIONS INCLUDE GENERAL USE FUNDS, CLINIC SUPPORT FUNDS, AND RESEARCH SUPPORT FUNDS. PART X, LINE 2: BOTH JOSLIN AND THE CLINIC ARE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. JOSLIN AND THE CLINIC HAVE PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF THEIR RESPECTIVE TAX-EXEMPT STATUSES; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. JOSLIN AND THE CLINIC FOLLOW GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. BOTH JOSLIN AND THE CLINIC HAVE DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 460,108. FUNDRAISING EXPENSES 451,313. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED DESIGNATED FOR CLINIC SPENDING 1,091,435. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 460,108. FUNDRAISING EXPENSES 451,313. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED DESIGNATED FOR CLINIC SPENDING 1,091,435. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 4127061 0 0 0 0 0 0 4127061 0 4127061 0 0 1 1 0 0 PART III ACCOUNTING METHOD: X X X X X X X 1 2021 SANKY COMMUNICATIONS 599 ELEVENTH AVENUE 6TH FLOOR NEW YORK NY 10036 DIRECT MAIL 0 1318020 717633 600387 1318020 717633 600387 AL AR AZ CA CO CT GA HI IL KS KY ME MD MA MI MN MS MO MT NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI HIGH HOPES GALA 1418114 301343 1116771 174717 6515 123130 146952 1418114 301343 1116771 174717 6515 123130 146952 451314 665457 1 JOSLIN CLINIC INC ONE JOSLIN PLACE BOSTON MA 02115 222984590 501(C)(3) 14836872 BOOK DEFICIT CONTRIBUTION AND DESIGNATED SPENDING 1 0 PART I, LINE 2: THE JOSLIN DIABETES CENTER PROVIDES MANAGEMENT SERVICES AND SPACE TO THE JOSLIN CLINIC TO PROVIDE PATIENT CARE CONSISTENT WITH THE MISSION OF THE CENTER. AS PART OF THESE SERVICES, ALL EXPENDITURES ARE REVIEWED. X X X X 0 0 0 0 0 0 0 0 0 SANJEEV MEHTA VP, CHIEF MEDICAL INFORMATION OFFICE 180784 0 1603 0 385 0 12163 0 20350 0 215285 0 0 0 PETER S AMENTA MD PRESIDENT & CEO (UNTIL 12/31/19) 709537 0 0 0 6858 0 21355 0 0 0 737750 0 0 0 ROBERT GABBAY MD PH D CMO & SR. VP (UNTIL 5/8/20) 471179 0 10529 0 3564 0 21355 0 28974 0 535601 0 0 0 GEORGE L KING MD TRUSTEE/SR. VP/CHIEF SCIENCE OFFICER 369270 0 0 0 7998 0 21355 0 29622 0 428245 0 0 0 MARIA D BUCKLEY GENERAL COUNSEL 349449 0 0 0 3564 0 21355 0 22312 0 396680 0 0 0 ELIOT M LURIER TREASURER/CFO/COO 365611 0 0 0 4704 0 21355 0 33376 0 425046 0 0 0 RONALD C KAHN VICE CHAIRMAN/SECTION CHIEF, OBESITY 390918 0 0 0 4944 0 21355 0 23556 0 440773 0 0 0 LLOYD P AIELLO VICE PRESIDENT, OPHTHALMOLOGY 358402 0 0 0 4656 0 21355 0 32166 0 416579 0 0 0 OSAMA HAMDY MED. DIR., OBESITY & INPATIENT 231923 0 77846 0 3010 0 21355 0 29727 0 363861 0 0 0 JENNIFER SUN INVESTIGATOR 300229 0 0 0 1263 0 21355 0 4156 0 327003 0 0 0 MARK WILLIAMS NEPHROLOGIST 212058 0 71915 0 6128 0 21355 0 21756 0 333212 0 0 0 GEORGE SHARUK OPHTHALMOLOGIST 270403 0 0 0 6858 0 21355 0 29622 0 328238 0 0 0 ROBERT STANTON CHIEF OF NEPHROLOGY 226609 0 28569 0 6734 0 20484 0 31766 0 314162 0 0 0 CHRISTI GABBAY WIFE OF TRUSTEE/SR. VP 116591 COMPENSATION FOR SERVICES 0 X 18 102584 MARKET VALUE AT RECEIPT X AUCTION ITEMS 78 111451 DONATED VALUE 0 0 1 1 PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE ORGANIZATION USES VOLUNTEER COMMITTEES FOR EVENTS THAT SOLICIT OTHER PARTIES TO OBTAIN AUCTION ITEMS. FORM 990, PART III, LINE 4A & B: COMMUNITY BENEFIT STATEMENT JOSLIN CLINIC IS PART OF JOSLIN DIABETES CENTER, THE WORLD'S LARGEST DIABETES RESEARCH AND CLINICAL CARE ORGANIZATION. JOSLIN IS DEDICATED TO ENSURING THAT PEOPLE WITH DIABETES LIVE LONG, HEALTHY LIVES AND OFFERS REAL HOPE AND PROGRESS TOWARD DIABETES PREVENTION AND A CURE. JOSLIN IS AN INDEPENDENT, NONPROFIT INSTITUTION AFFILIATED WITH HARVARD MEDICAL SCHOOL. AS AN INDEPENDENT, NON-PROFIT 501(C)(3) HEALTHCARE ORGANIZATION IN BOSTON, MASSACHUSETTS, WE DEPEND ON COMMUNITY EFFORTS AND THE GENEROSITY OF OUR DONORS TO SUPPORT THE CLINICAL CARE AND RESEARCH THAT WILL ENABLE A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. DIABETES IS A GLOBAL PANDEMIC DIABETES IS A DEVASTATING AND POTENTIALLY FATAL DISEASE THAT IS A GLOBAL PROBLEM. THE STATISTICS ARE SOBERING: THE NUMBER OF PEOPLE LIVING WITH DIABETES WILL INCREASE FROM 463 MILLION IN 2019 TO 700 MILLION BY 2045, ACCORDING TO THE 2019 INTERNATIONAL DIABETES FEDERATION (IDF) DIABETES ATLAS. FULLY HALF OF PEOPLE WITH TYPE 2 DIABETES DON'T KNOW THEY HAVE IT, SO THEY AREN'T SEEKING MEDICAL HELP TO MANAGE THEIR CONDITION AND PREVENT POTENTIALLY FATAL COMPLICATIONS. EVERY SEVEN SECONDS AROUND THE WORLD, SOMEONE DIES FROM DIABETES. DIABETES IN THE UNITED STATES ACCORDING TO THE U.S. CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC): - NOT COUNTING UNDIAGNOSED DIABETES AND PREDIABETES, MORE THAN 31 MILLION AMERICAN ADULTS ARE LIVING WITH DIABETES TODAY - BY 2045, AS MANY AS 36 MILLION AMERICAN ADULTS WILL HAVE DIABETES IF PRESENT TRENDS CONTINUE DIABETES IS THE MOST EXPENSIVE CHRONIC CONDITION IN THE U.S.: - $1 OUT OF EVERY $4 IN US HEALTH CARE COSTS IS SPENT ON CARING FOR PEOPLE WITH DIABETES.14 - $237 BILLION IS SPENT EACH YEAR ON DIRECT MEDICAL COSTS AND ANOTHER $90 BILLION ON REDUCED PRODUCTIVITY - THE TOTAL ECONOMIC COST OF DIABETES ROSE 60% FROM 2007 TO 2017 - 61% OF DIABETES COSTS ARE FOR PEOPLE 65 YEARS OR OLDER, WHICH IS MAINLY PAID BY MEDICARE - 48% TO 64% OF LIFETIME MEDICAL COSTS FOR A PERSON WITH DIABETES ARE FOR COMPLICATIONS RELATED TO DIABETES, SUCH AS HEART DISEASE AND STROKE THE PERSONAL AND FINANCIAL IMPACT OF DIABETES DIABETES IS ASSOCIATED WITH AN INCREASED RISK FOR A NUMBER OF DEVASTATING COMPLICATIONS, INCLUDING HEART DISEASE AND STROKE, KIDNEY DISEASE, BLINDNESS AND AMPUTATIONS. OVERALL, THE RISK FOR DEATH AMONG PEOPLE WITH DIABETES IS ABOUT TWICE THAT OF PEOPLE WITHOUT DIABETES OF SIMILAR AGE. INCREASES IN BOTH TYPES 1 AND 2 DIABETES, AS WELL AS OBESITY, A PRECURSOR OF TYPE 2 DIABETES, ARE ALSO BEING OBSERVED IN CHILDREN AND ADOLESCENTS, PRESENTING FUTURE CHALLENGES TO THE HEALTHCARE SYSTEM. IN ADDITION TO THE HUMAN TOLL, THE FINANCIAL BURDEN ASSOCIATED WITH DIABETES IS STAGGERING. ACCORDING TO THE INTERNATIONAL DIABETES FEDERATION (IDF): - CURRENTLY 10 PERCENT OF GLOBAL HEALTH EXPENDITURES IS SPENT ON DIABETESAPPROXIMATELY $760 BILLION US DOLLARS (USD) - DIRECT COSTS ARE ESTIMATED TO REACH APPROXIMATELY $845 BILLION USD BY 2045. JOSLIN IS MEETING THE CHALLENGE OF THE DIABETES EPIDEMIC NO ONE KNOWS MORE ABOUT DIABETES THAN JOSLIN DIABETES CENTER. OUR GOAL IS TO IMPROVE THE EVERYDAY LIVES OF PEOPLE LIVING WITH DIABETES, AND OUR EXPERTISE AND RESEARCH CONTRIBUTE TO NEW TREATMENTS AND ADVANCED FINDINGS THAT COULD LEAD TO CURES FOR BOTH TYPE 1 AND TYPE 2 DIABETES AND THEIR COMPLICATIONS. THE BENEFITS OF OUR SOLE FOCUS ON DIABETES AND THIS LEVEL OF EXPERTISE AND ADVANCED RESEARCH ARE THREE-FOLD: 1. JOSLIN'S CLINICAL INSIGHTS LEAD TO NEW DISCOVERIES 2. JOSLIN'S RESEARCH DRIVES NEW TREATMENTS, AND REAL HOPE FOR A PERMANENT CURE 3. JOSLIN CLINICIANS OFFER THE LATEST MEDICATIONS, STRATEGIES AND TECHNOLOGIES TO IMPROVE THE LIVES OF PEOPLE WITH DIABETES JOSLIN DIABETES CENTER FACTS - ONE OF ONLY 16 FEDERALLY DESIGNATED DIABETES RESEARCH CENTERS IN THE U.S. - A PRINCIPAL TEACHING AFFILIATE OF HARVARD MEDICAL SCHOOL - FOUNDING CHAIR OF NATIONAL EYE INSTITUTE DIABETIC RETINOPATHY CLINICAL RESEARCH NETWORK - TOP RECOGNITION FROM THE NATIONAL CENTER FOR QUALITY ASSURANCE (NCQA) AS A PATIENT-CENTERED SPECIALTY PRACTICE FOUNDED IN 1898 BY ELLIOTT P. JOSLIN, MD, JOSLIN TODAY HAS APPROXIMATELY 500 EMPLOYEES SUPPORTING TWO MAIN FUNCTIONS: - RESEARCH. CONDUCTING INNOVATIVE RESEARCH TO DEVELOP NEW TREATMENTS AND THERAPIES FOR THOSE LIVING WITH DIABETES, AND TO FIND A PERMANENT CURE FOR DIABETES AND ITS COMPLICATIONS. - PATIENT CARE. PROVIDING THE MOST ADVANCED CARE AVAILABLE TO 23,000 CHILDREN, ADOLESCENTS AND ADULTS WITH ALL FORMS OF DIABETES INCLUDING TYPE 1, TYPE 2 AND GESTATIONAL DIABETES. JOSLIN ALSO SERVES AS ONE OF THE MOST SIGNIFICANT ASSETS TO THE PATIENTS OF THE GREATER MEDICAL COMMUNITY IN BOSTON, A CITY REGARDED AS THE COUNTRY'S CENTER FOR ADVANCED MEDICAL CARE AND SCIENTIFIC RESEARCH. JOSLIN'S EDUCATIONAL DIABETES MANAGEMENT PROGRAMS AND CLINICAL CARE RESOURCES BENEFIT PATIENTS IN THE BOSTON METRO AREA, AS WELL AS THROUGHOUT NEW ENGLAND--WITH SOME PATIENTS COMING FROM STATES OUTSIDE NEW ENGLAND AND OTHER COUNTRIES. JOSLIN PATIENT CARE: LIVING LONG AND WELL WITH DIABETES - JOSLIN HELPS ADULTS, ADOLESCENTS AND CHILDREN CHALLENGED WITH DIABETES TO LIVE LONG, HEALTHY LIVES, FREE OF COMPLICATIONS. ALL OF OUR PHYSICIANS, DIABETES EDUCATORS, AND SPECIALTY CLINICIANS ARE EXPERTS IN ALL FACETS OF DIABETES. OUR CLINIC HAS THE HIGHEST CONCENTRATION OF CERTIFIED DIABETES EDUCATORS NURSES, DIETITIANS, EXERCISE PHYSIOLOGISTS, NURSE PRACTITIONERS AND BEHAVIORAL HEALTH PROFESSIONALS THAN ANYWHERE ELSE IN THE WORLD. THEY PROVIDE: PERSONALIZED CARE AND SUPPORT TO HELP PATIENTS AND THEIR FAMILIES MANAGE DIABETES - THE MOST ADVANCED TREATMENTS AND MODALITIES (I.E., INSULIN PUMPS, CONTINUOUS GLUCOSE MONITORS), NUTRITION GUIDANCE, PHYSICAL ACTIVITY AND ALL 15 CLASSES OF DIABETES MEDICATIONS - AGGRESSIVE PREVENTION AND MANAGEMENT OF COMPLICATIONS BECAUSE OF OUR CLINIC'S HOLISTIC APPROACH, CONSIDERING EVERY ASPECT OF OUR PATIENTS' CARE, JOSLIN HAS EXCELLENT CLINICAL QUALITY CARE METRICS ACHIEVING THE HIGHEST PERFORMANCE IN EVERY CATEGORY OF BOTH OUTCOME QUALITY MEASURES AND PROCESS QUALITY MEASURES: - JOSLIN OUTPERFORMS THE ADA BENCHMARK FOR ALL THREE OUTCOME QUALITY MEASURES A1C, BLOOD PRESSURE AND CHOLESTEROL - JOSLIN OUTPERFORMS THE ADA BENCHMARK FOR ALL FIVE PROCESS QUALITY MEASURES - JOSLIN ACHIEVES THE HEDIS 90TH PERCENTILE GOAL IN ALL OF SIX OF THE POSSIBLE CATEGORIES. JOSLIN CLINIC RECOGNITIONS - THE AMERICAN DIABETES ASSOCIATION (ADA) RECOGNITION FOR MEETING THE NATIONAL STANDARDS FOR EXCELLENCE IN DIABETES EDUCATION. - THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA)'S TOP PATIENT-CENTERED SPECIALTY PRACTICE (PCSP) DESIGNATION - THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA)/AMERICAN DIABETES ASSOCIATION (ADA) DIABETES PHYSICIAN RECOGNITION PROGRAM. FORM 990, PART III, LINE 4A JOSLIN RESEARCH: IMPACT THROUGH DISCOVERY IN TERMS OF DEDICATED DIABETES RESEARCH, NO INSTITUTION IS QUITE LIKE JOSLIN, WHERE RESEARCH IS DIRECTLY COUPLED WITH PATIENT CARE AND EDUCATION, BOTH OF WHICH FACILITATE IMPROVING THE LIVES OF PEOPLE WITH DIABETES. FROM UNDERSTANDING THE INTERFACE BETWEEN DIABETES AND GENETICS, TO THE ROLE OF INFLAMMATION IN DIABETES, TO DISCOVERIES IN BROWN FAT, THE APPROXIMATELY 300 SCIENTISTS AT JOSLIN ARE DEDICATED TO PURSUING INNOVATIVE PATHWAYS OF DISCOVERY TO PREVENT, TREAT AND CURE TYPE 1 AND TYPE 2 DIABETES AND THEIR COMPLICATIONS, WITH THE ULTIMATE GOAL OF A WORLD FREE FROM DIABETES. JOSLIN'S INVESTIGATORS ENGAGE IN LABORATORY AND CLINICAL RESEARCH, ADVANCING SCIENCE AT AN UNUSUALLY FAST PACE DUE TO JOSLIN'S UNIQUE MULTI-DISCIPLINARY, TEAM APPROACH. AT ANY GIVEN TIME THERE IS AN AVERAGE OF FIVE COLLABORATIONS AMONG PRINCIPAL INVESTIGATORS, RESULTING IN LONGITUDINAL RESEARCH ADVANCEMENTS AND PROGRESSION TOWARDS IMPROVING CARE AND FINDING A CURE. THESE COLLABORATIONS OFFER AN INCREDIBLY RICH SETTING IN WHICH TO WORK, AND OFTEN GIVE RISE TO IMPORTANT QUESTIONS THAT STIMULATE THINKING AND DRIVE PROGRESS TOWARD THE CURE AND PREVENTION OF DIABETES. HERE AT JOSLIN, INDEPENDENT THINKING AND CREATIVITY ARE VALUED AND SUPPORTED BECAUSE WE RECOGNIZE THESE ARE THE INGREDIENTS THAT LEAD TO GREATER UNDERSTANDING AND DISCOVERY. RESEARCHERS HAVE THE OPPORTUNITY TO EXCHANGE IDEAS AND CHALLENGE ONE ANOTHER IN A SETTING THAT NURTURES TEAMWORK AND ALLOWS FOR THE UNPREDICTABILITY OF RESEARCH. ONE OF ONLY 16 FEDERALLY DESIGNATED DIABETES RESEARCH CENTERS (DRCS) IN THE U.S., JOSLIN HAS BEEN FUNDED BY THE NIH/NIDDK SINCE THE LATE 1980'S. THE PRIMARY AIM OF THE JOSLIN DRC IS TO PROVIDE A FACILITATING FRAMEWORK FOR CONDUCTING MULTI-DISCIPLINARY BASIC AND CLINICAL RESEARCH AND TO ENCOURAGE THE SCIENTIFIC DEVELOPMENT OF YOUNG INVESTIGATORS. SPECIAL ATTENTION IS PAID TO FOSTERING RAPID TRANSLATION OF BASIC RESEARCH TO THE NEXT LEVEL, ACCOMPLISHED VIA THREE MAJOR PROGRAMS OF THE JOSLIN DRC: 1. CORE LABORATORIES WHICH PROVIDE SERVICES, REAGENTS, SPECIALIZED TECHNICAL EXPERTISE AND EDUCATION DIRECTED AT ENHANCING THE PRODUCTIVITY OF RESEARCH PROGRAMS. 2. PILOT AND FEASIBILITY PROJECTS THAT SUPPORT THE DEVELOPMENT OF NEW INVESTIGATORS AND ALLOW ESTABLISHED INVESTIGATORS TO EXPLORE NEW AREAS, AND STRENGTHEN BRIDGES TO SURROUNDING INSTITUTIONS. 3. THE ENRICHMENT PROGRAM WHICH PROVIDE A SERIES OF SEMINARS, WORKSHOPS AND VISITING PROFESSORS TO PROVIDE CONTINUING EDUCATION, STIMULATION, AND FOSTER COLLABORATIONS WITH EXTERNAL RESEARCH PROGRAMS. THIS EXTENSIVE RELATIONSHIP BETWEEN RESEARCH AND CLINICAL CAREWHICH IS CENTRAL TO JOSLIN'S APPROACH TO DIABETESHAS RESULTED IN THE MOST IMPORTANT HISTORICAL DISCOVERIES AND IMPROVEMENTS IN DIABETES CARE WORLDWIDE. THIS INCLUDES THE RECOGNITION THAT TIGHT BLOOD GLUCOSE CONTROL CAN SLOW OR PREVENT DIABETES COMPLICATIONS, CREATION OF TREATMENT PROTOCOLS TO ENABLE WOMEN WITH DIABETES TO HAVE HEALTHY BABIES, THE IDENTIFICATION OF MARKERS FOR PRE-DIABETES, AND PIONEERING LASER SURGERY AND ANTI-VEGF INJECTIONS FOR DIABETIC EYE DISEASEALL DEVELOPED AT JOSLIN. OUR RESEARCH HAS AN IMPACT ON PEOPLE WITH DIABETES LOCALLY, NATIONALLY AND INTERNATIONALLYIN THE AREAS OF TYPE 1 DIABETES, TYPE 2 DIABETES AND DIABETES COMPLICATIONS. FOR EXAMPLE, INVESTIGATORS IN SEVERAL JOSLIN RESEARCH SECTIONS ARE EXPLORING THE COMPLEXITY OF DIABETES COMPLICATIONS, SUCH AS CARDIOVASCULAR, KIDNEY AND EYE DISEASE. WHERE ELSE COULD YOU FIND A DATABASE OF BIOLOGICAL AND PSYCHOLOGICAL DATA FROM PATIENTS WITH DIABETES, STRETCHING BACK DECADES? GENETICS RESEARCHERS AT JOSLIN ARE STUDYING WHAT CHANGES IN THE GENES MAKE PEOPLE WITH DIABETES SUSCEPTIBLE TO THESE COMPLICATIONS. OTHER INVESTIGATORS FOCUS ON THE IMPACT OF INSULIN ON BLOOD VESSELS. AND STILL OTHERS SPECIALIZE IN THE MOLECULAR MECHANISMS THAT LEAD TO LONG-TERM COMPLICATIONS. INCLUDED IN THE MANY AREAS OF SCIENTIFIC EXPLORATION IS PEDIATRIC RESEARCH. AT A BASIC RESEARCH LEVEL, WE ARE WORKING ON UNTANGLING THE COMPLEX COMBINATION OF GENES AND ENVIRONMENT WHICH RESULTS IN THE DESTRUCTION OF INSULIN-MAKING CELLS IN THE PANCREAS, THE CAUSE OF TYPE 1 DIABETES. WE ARE ALSO EXPLORING THE POTENTIAL OF STEM CELLS AND ISLET CELL TRANSPLANTATION. WE WANT TO UNDERSTAND TYPE 2 DIABETES BETTER AS WELL, AS IT IS INCREASING IN ALARMING NUMBERS AMONG CHILDREN AND TEENS. THERAPIES FOR TYPE 2 DIABETES ARE GEARED TO ADULTS, AS THIS WAS FORMERLY CONSIDERED JUST A DISEASE OF ADULTHOOD. IN ADDITION, JOSLIN IS PART OF THE BOSTON AUTOLOGOUS ISLET REPLACEMENT THERAPY PROGRAM (BAIRT), AN ACADEMIC AND INDUSTRY SPONSORED RESEARCH PROGRAM THAT LOOKS TO LINK A PATIENT'S OWN INSULIN PRODUCING CELLS TO CURE DIABETES. WE WANT TO UNDERSTAND TYPE 2 DIABETES BETTER AS WELL, AS IT IS INCREASING IN ALARMING NUMBERS AMONG CHILDREN AND TEENS. THERAPIES FOR TYPE 2 DIABETES ARE GEARED TO ADULTS, AS THIS WAS FORMERLY CONSIDERED JUST A DISEASE OF ADULTHOOD. IN ADDITION, JOSLIN IS PART OF THE BOSTON AUTOLOGOUS ISLET REPLACEMENT THERAPY PROGRAM (BAIRT), AN ACADEMIC AND INDUSTRY SPONSORED RESEARCH PROGRAM THAT LOOKS TO LINK A PATIENT'S OWN INSULIN PRODUCING CELLS TO CURE DIABETES. SHARING DIABETES EXPERTISE WITH THE WORLD JOSLIN SCIENTISTS KNOW THAT A RESEARCH BREAKTHROUGH CAN AFFECT THE HEALTH AND LIVES OF MILLIONS OF PEOPLE. AND SO CAN EDUCATION. SINCE 1987, JOSLIN HAS COMBINED ITS CLINICAL, RESEARCH AND EDUCATION INITIATIVES TO MEET THE EDUCATIONAL NEEDS OF DIABETES PATIENTS, PROVIDERS AND VENDORS AROUND THE WORLD. THROUGH JOSLIN'S EDUCATIONAL PROGRAMS, WE SEEK TO IMPROVE THE PUBLIC HEALTH AT LARGE. JOSLIN HAS ONE OF THE LARGEST DIABETES TRAINING PROGRAMS IN THE WORLD, EDUCATING 150 MD AND PHD RESEARCHERS ANNUALLY. THERE ARE COUNTLESS JOSLIN MD AND PHD ALUMNI WORKING AROUND THE WORLD. CLINICAL GUIDELINES. JOSLIN HAS DEVELOPED A NUMBER OF CLINICAL GUIDELINES TO HELP HEALTHCARE PROVIDERS, BOTH AT JOSLIN AND IN THE COMMUNITY, IMPROVE THE TREATMENT AND CARE OF INDIVIDUALS WITH DIABETES. THE GUIDELINES SERVE AS THE BASIS FOR ALL OF JOSLIN'S CLINICAL PROGRAMS, CARE PATHWAYS, PROFESSIONAL AND PATIENT EDUCATION PROGRAMS AND ENDURING SELF-MANAGEMENT MATERIALS AT JOSLIN IN BOSTON AND AT OUR AFFILIATE AND CARE ALLIANCE PARTNERS WORLDWIDE. THE GUIDELINES ARE FREE AND EASILY ACCESSED VIA THE JOSLIN WEBSITE. STRATEGIC INDUSTRY PARTNERSHIPS. JOSLIN'S GLOBAL STRATEGIC PARTNERS LEVERAGE JOSLIN DIABETES CENTER'S EXPERTISE IN RESEARCH AND CLINICAL CARE TO DELIVER NOVEL TREATMENTS AND TECHNOLOGIES TO THE DIABETES COMMUNITY. PARTNERSHIPS INCLUDE R&D STRATEGIC ALLIANCES IN DRUG DEVELOPMENT, DIAGNOSTICS, BIOMARKERS, DEVICE AND FOOD TECHNOLOGIES, AS WELL AS COLLABORATIONS THAT INTEGRATE NEW TECHNOLOGIES WITH CARE PRACTICES, OUTCOMES RESEARCH, AND PAYER STRATEGIES, AND HAVE WIDE GEOGRAPHIC IMPACT. PROFESSIONAL EDUCATION. WE KNOW THAT 90 PERCENT OF PEOPLE WITH DIABETES SEE THEIR PRIMARY CARE PROVIDERS (PCPS) FOR THEIR DIABETES CARE. WITH THE GOAL OF ENSURING THAT ALL PATIENTS WITH DIABETES GET THE BEST CARE POSSIBLE, WE PROVIDE EDUCATION AND CONTINUING MEDICAL EDUCATION (CME) AND CONTINUING EDUCATION (CE) CREDIT NOT JUST TO PCPS, BUT ALSO TO ALLIED HEALTH PROFESSIONALS, WHO ARE NOW THE PRIMARY PROVIDER OF DIABETES EDUCATION FOR PEOPLE WITH DIABETES. SINCE 2002, JOSLIN HAS REACHED MORE THAN 500,000 CLINICIANS WITH CME AND CE PROGRAMS. THROUGH THIS AUDIENCE, JOSLIN HAS ACHIEVED NATIONAL VISIBILITY AND A REPUTATION FOR EXCELLENCE. THESE EDUCATION PROGRAMS, BOTH DOMESTIC AND INTERNATIONAL, EMPOWER HEALTHCARE PROVIDERS TO MORE EFFECTIVELY SET THE STANDARDS OF DIABETES CARE FOR THEIR COMMUNITIES, PROVIDE OPTIMAL MANAGEMENT OF ALL DIABETES PATIENTS, IMPROVE HEALTHCARE OUTCOMES AND ENHANCE PATIENT QUALITY OF LIFE. FORM 990, PART III, LINE 4A PATIENT RESOURCES. JOSLIN DIABETES CENTER PROVIDES MANY INFORMATIONAL RESOURCES COVERING EVERY ASPECT OF DIABETES SELF-MANAGEMENT -- INCLUDING MEDICATIONS, NUTRITION, PHYSICAL ACTIVITY AND DIABETES COMPLICATIONS -- VIA OUR WWW.JOSLIN.ORG WEB SITE. ADDITIONALLY, INDIVIDUALS CAN SIGN UP TO RECEIVE NEWSLETTERS AND FOLLOW US ON THEIR FAVORITE SOCIAL MEDIA CHANNELS, INCLUDING FACEBOOK, TWITTER, LINKEDIN AND INSTAGRAM. JOSLIN'S YOUTUBE CHANNEL PROVIDES A RANGE OF EASILY ACCESSIBLE VIDEOS ON TOPICS RELATED TO DIABETES, DIABETES RESEARCH AND DIABETES CARE. CARE ALLIANCES. OUTSIDE OF THE BOSTON AREA, JOSLIN REACHES COUNTLESS NUMBERS OF PATIENTS THROUGH RELATIONSHIPS AND AFFILIATIONS WITH HEALTH CARE CENTERS, LOCATED THROUGHOUT THE U.S. AND IN FOREIGN LOCATIONS. HEALTHCARE ORGANIZATIONS AND PROVIDERS CAN LEVERAGE JOSLIN DIABETES CENTER'S EXPERTISE TO DESIGN AND IMPLEMENT COMPREHENSIVE DIABETES CARE TO MANAGE THEIR DIABETES PATIENTS. JOSLIN AFFILIATE AND CARE ALLIANCE PARTNERS CAN: - ESTABLISH BEST-IN-CLASS CLINICAL CARE PROGRAMS THAT SPAN ALL ASPECTS OF PATIENT-CENTERED DIABETES MANAGEMENT - APPLY A RANGE OF ANALYTICS THAT DEFINE RISK AMONG PATIENT POPULATIONS AND IMPLEMENT TARGETED CARE PROGRAMS IN DIABETES AND ITS COMPLICATIONS - BECOME A DIABETES CENTER OF EXCELLENCE WITH QUALITY, OUTCOMES AND COST-BASED METRICS IN SUMMARY, TAKEN ALL TOGETHER, JOSLIN'S HANDS-ON CARE AND INNOVATIVE RESEARCH PROGRAMS IMPROVE QUALITY OF CARE FOR MILLIONS OF PEOPLE AROUND THE WORLD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MEMBERS OF THE FISCAL SERVICES DEPARTMENT FOR COMPLETENESS AND ACCURACY. ONCE REVIEWED AND APPROVED BY FINANCE, A COPY OF THE FORM AS IT WILL BE FILED WITH THE INTERNAL REVENUE SERVICE WILL BE REVIEWED AND DISCUSSED WITH THE AUDIT COMMITTEE OF THE BOARD, AND THEN E-MAILED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE GENERAL COUNSEL'S OFFICE DISTRIBUTES AN ANNUAL DISCLOSURE FORM TO ALL OFFICERS, TRUSTEES AND EMPLOYEES. THE INFORMATION DISCLOSED IS REVIEWED BY THE GENERAL COUNSEL AND IF A POTENTIAL CONFLICT EXISTS THE INDIVIDUAL SHALL REFRAIN FROM ACTIVE PARTICIPATION IN ANY DECISIONS CONCERNING THE MATTER. REVIEWS ARE CONDUCTED BY THE COMMITTEE AS DEFINED BELOW. THE DISCLOSURE FORMS OF THE VICE PRESIDENTS WILL BE REVIEWED BY THE GENERAL COUNSEL AND THE PRESIDENT, THE DISCLOSURE FORM OF THE PRESIDENT WILL BE REVIEWED BY THE GENERAL COUNSEL AND THE CHAIR OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION INCLUDES THE CEO AND THE SENIOR LEADERSHIP TEAM. PAY FOR THE CEO IS DETERMINED BY THE BOARD. THE HUMAN RESOURCE DEPARTMENT PROVIDES SURVEY DATA AS REQUESTED. SENIOR LEADERSHIP TEAM PAY IS DETERMINED BY THE CEO WITH SURVEY DATA PROVIDED BY HR. EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD. IN ALL CASES, COMPENSATION IS DETERMINED BY INDEPENDENT PERSONS. INDIVIDUALS ARE PROHIBITED FROM ACTIVE PARTICIPATION IN ANY DECISIONS REGARDING THEIR OWN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT THE FISCAL SERVICES OFFICE AND ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THEY ARE ALSO AVAILABLE IN AN ELECTRONIC FORMAT UPON REQUEST. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE WHISTLEBLOWER POLICY ARE AVAILABLE FOR REVIEW AT THE OFFICE OF THE GENERAL COUNSEL OR IN AN ELECTRONIC FORMAT UPON REQUEST. FORM 990, PART VI, LINE 9: PETER AMENTA 2 CARTWRIGHT DRIVE, WEST WEST WINDSOR, NJ 08550 ROBERT GABBAY 182 BEACON STREET, APT 10 BOSTON, MA 02116 FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES FEES: PROGRAM SERVICE EXPENSES 6,158,530. MANAGEMENT AND GENERAL EXPENSES 6,183,648. FUNDRAISING EXPENSES 309,263. TOTAL EXPENSES 12,651,441. JOSLIN CLINIC INC ONE JOSLIN PLACE BOSTON MA 022155306 222984590 DIABETES CLINIC MA 501(C)(3) LINE 12A, I JOSLIN DIABETES CENTER INC 1 CHARITABLE REMAINDER TRUSTS (5) TRUST MA N/A T 1 POOLED INCOME FUND (1) TRUST MA N/A T 1 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 JOSLIN CLINIC INC B 14836872 BOOK VALUE JOSLIN CLINIC INC J 7936519 BOOK VALUE JOSLIN CLINIC INC L 22964936 BOOK VALUE JOSLIN CLINIC INC D 1096294 BOOK VALUE