MASS GENERAL BRIGHAM INCORPORATED: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MASS GENERAL BRIGHAM INCORPORATED (EIN 04-2129889)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-08-15
- IRS object ID
- 201902279349300130
- Schema version
- 2017v2.3
- 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 B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-15T08:18:24-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042129889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schepens Eye Research Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAROLANN WILLIAMS | InCareOfNm |
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 6179120100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANIFORD STREET | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLANN WILLIAMS | PersonNm |
| Person Title | CFO & VP FIN & ADMIN | PersonTitleTxt |
| Phone | 6179120100 | PhoneNum |
| Signature | 2019-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2019-08-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.125.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04363820192275000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-08-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 502E9D7DF2DC237FB1436A97DBD0F14D19F2DD5A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21E2B2F0849F69D31DF4460457E3137BF9FA7202 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN FERNANDEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 CHARLES STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,781,520 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.schepens.harvard.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 178 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $29,219 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,299,029 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,393,495 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,888,652 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,000,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $663,684 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,032,972 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,012,715 | PYOtherRevenueAmt |
| CY Other Revenue | $1,346,097 | CYOtherRevenueAmt |
| PY Total Revenue | $23,864,080 | PYTotalRevenueAmt |
| CY Total Revenue | $28,772,720 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $191,611 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $228,372 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,136,752 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,473,056 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,487,519 | PYOtherExpensesAmt |
| CY Other Expenses | $11,168,515 | CYOtherExpensesAmt |
| PY Total Expenses | $25,815,882 | PYTotalExpensesAmt |
| CY Total Expenses | $28,869,943 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,951,802 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$97,223 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,005,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,562,366 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,276,818 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,399,539 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,728,352 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,162,827 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,427,652 | ExpenseAmt |
| Grant | $228,372 | GrantAmt |
| Revenue | $2,809,777 | RevenueAmt |
| Desc | The Institute has research at every stage of development from the critical new ideas that are changing the way researchers around the world look at the future of treatment, to products in late-stage clinical trials, set to make an immediate impact on the lives of people struggling with vision-robbing diseases and injuries. The Institute has made tremendous progress in developing new cures for macular degeneration, diabetic retinopathy, glaucoma, other types of retinal and optic nerve degenerations and damage, dry eye and eye tissue transplants. There have also been great strides made in the development of new technologies - new lenses and devices - to help those with low vision make the absolute most out of the vision they have until we can reverse vision loss. | Desc |
| Total Program Service Expenses | $20,427,652 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 178 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLANN WILLIAMS | PersonNm |
| Phone | 6175733424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANIFORD STREET | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARK ABELSON | |||||||||
| DIRECTOR (UNTIL 12/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM AIKMAN | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DEWALT PETE ANKENY | |||||||||
| DIRECTOR | 4.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| KENNETT BURNES | |||||||||
| CHAIRMAN | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHARLES DE GUNZBERG | |||||||||
| DIRECTOR | 4.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN FERNANDEZ | |||||||||
| PRESIDENT | 4.0 | 56.0 | Yes (X) | $0 | $1,143,642 | $229,175 | Yes (X) | ||
| KENNETH FISCHER | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GERARD GOLDSTEIN | |||||||||
| DIRECTOR (UNTIL 12/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WYCLIFFE K GROUSBECK | |||||||||
| DIRECTOR | 4.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD KORB | |||||||||
| DIRECTOR (UNTIL 12/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KAY LYONS | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RENEE MANGER | |||||||||
| DIRECTOR (UNTIL 12/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VICTORIA MCCULLOUGH | |||||||||
| DIRECTOR (UNTIL 12/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOAN W MILLER MD | |||||||||
| DIRECTOR | 4.0 | 56.0 | Yes (X) | $0 | $904,826 | $148,157 | |||
| ANNETTE NOVA | |||||||||
| DIRECTOR (UNTIL 12/17) | 4.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA PATRICELLI | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN REILLY | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH RIZZO MD | |||||||||
| DIRECTOR | 4.0 | 56.0 | Yes (X) | $0 | $439,795 | $58,175 | |||
| SHERMAN STARR | |||||||||
| DIRECTOR (UNTIL 12/17) | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRANS VAN DE VELDE | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN VECELLIO | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA PYLE FARRELL | |||||||||
| ASSISTANT SECRETARY | 4.0 | 56.0 | $0 | $399,988 | $25,895 | Yes (X) | |||
| LYLE HOWLAND | |||||||||
| SECRETARY | 4.0 | 4.0 | $0 | $0 | $0 | Yes (X) | |||
| JONATHAN UHRIG | |||||||||
| TREASURER | 4.0 | 6.0 | $0 | $0 | $0 | Yes (X) | |||
| MAUREEN KELLEY | |||||||||
| ASSISTANT SECRETARY | 4.0 | 56.0 | $0 | $196,400 | $21,289 | Yes (X) | |||
| CAROLANN WILLIAMS | |||||||||
| CFO AND VP FINANCE & ADMIN | 4.0 | 56.0 | $0 | $491,994 | $18,998 | Yes (X) | |||
| DEBRA ROGERS | |||||||||
| VP OPTHALMOLOGY | 10.0 | 50.0 | $0 | $301,334 | $16,757 | Yes (X) | |||
| PATRICIA D'AMORE | |||||||||
| DIRECTOR OF RESEARCH | 60.0 | 0.0 | $0 | $415,680 | $44,459 | Yes (X) | |||
| LOTFI MERABET | |||||||||
| ASSOCIATE SCIENTIST | 60.0 | 0.0 | $0 | $157,751 | $25,631 | Yes (X) | |||
| ELIEZER PELI | |||||||||
| SENIOR SCIENTIST | 60.0 | 0.0 | $0 | $248,032 | $45,134 | Yes (X) | |||
| DARLENE DARTT | |||||||||
| SENIOR SCIENTIST | 60.0 | 0.0 | $0 | $173,995 | $34,611 | Yes (X) | |||
| JAMES ZIESKE | |||||||||
| SENIOR SCIENTIST | 60.0 | 0.0 | $0 | $145,833 | $28,703 | Yes (X) | |||
| NEENA HAIDER | |||||||||
| ASSOCIATE SCIENTIST | 60.0 | 0.0 | $0 | $140,364 | $37,192 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,159,634 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $734,176 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $755,749 | RelatedOrganizationsAmt |
| Government Grants | $18,015,403 | GovernmentGrantsAmt |
| All Other Contributions | $2,622,343 | AllOtherContributionsAmt |
| Noncash Contributions | $31,519 | NoncashContributionsAmt |
| Total Contributions | $21,393,495 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERI CORE SERVICE CHARGES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,000,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,000,156 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,000,156 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $369,593 | TotalRevenueColumnAmt |
| Exclusion | $369,593 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $365,780 | TotalRevenueColumnAmt |
| Exclusion | $365,780 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $179,496 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,800 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $170,696 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,696 | TotalRevenueColumnAmt |
| Exclusion | $170,696 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,663,379 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,663,379 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,663,379 | TotalRevenueColumnAmt |
| Exclusion | $3,663,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARKING INCOME | 531390 | $33,720 | $33,720 |
| OTHER REVENUE | $775,901 | $775,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $809,621 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,772,720 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,809,777 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,569,448 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,372 | TotalAmt |
| Program Services | $228,372 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,856 | TotalAmt |
| Program Services | $410,856 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,999,146 | TotalAmt |
| Program Services | $9,131,074 | ProgramServicesAmt |
| Management And General | $3,868,072 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,285 | TotalAmt |
| Program Services | $612,725 | ProgramServicesAmt |
| Management And General | $259,560 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,508,781 | TotalAmt |
| Program Services | $1,762,259 | ProgramServicesAmt |
| Management And General | $746,522 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,988 | TotalAmt |
| Program Services | $479,053 | ProgramServicesAmt |
| Management And General | $202,935 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,143 | TotalAmt |
| Program Services | $10,127 | ProgramServicesAmt |
| Management And General | $3,016 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,282 | TotalAmt |
| Program Services | $18,047 | ProgramServicesAmt |
| Management And General | $15,235 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,532 | TotalAmt |
| Management And General | $43,532 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,768 | TotalAmt |
| Program Services | $227,555 | ProgramServicesAmt |
| Management And General | $318,213 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,904 | TotalAmt |
| Program Services | $17,733 | ProgramServicesAmt |
| Management And General | $7,171 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,069,225 | TotalAmt |
| Program Services | $3,928,702 | ProgramServicesAmt |
| Management And General | $140,523 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,363 | TotalAmt |
| Program Services | $296,363 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$14,841 | TotalAmt |
| Program Services | -$14,841 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,647,324 | TotalAmt |
| Program Services | $1,893,264 | ProgramServicesAmt |
| Management And General | $1,754,060 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,497 | TotalAmt |
| Program Services | $342,552 | ProgramServicesAmt |
| Management And General | $3,945 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,225 | TotalAmt |
| Program Services | $82,432 | ProgramServicesAmt |
| Management And General | $18,793 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,646 | TotalAmt |
| Management And General | $346,646 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,045,381 | TotalAmt |
| Program Services | $669,044 | ProgramServicesAmt |
| Management And General | $376,337 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,829 | TotalAmt |
| Management And General | $77,829 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROCESSING AND FILING FEES | $128,047 | $125,297 | $2,750 |
| MEMBERSHIP DUES | $37,361 | $36,936 | $425 |
| MISCELLANEOUS | $205,307 | $170,102 | $35,205 |
| REIMB/MEEI/EMP&BENEFITS | $221,522 | $221,522 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,869,943 | TotalAmt |
| Program Services | $20,427,652 | ProgramServicesAmt |
| Management And General | $8,442,291 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,882,166 | BOYAmt |
| EOY | $5,659,887 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,939,011 | BOYAmt |
| EOY | $4,986,003 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,576 | BOYAmt |
| EOY | $18,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $72,634,413 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,963,119 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,435,828 | BOYAmt |
| EOY | $17,671,294 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,164,978 | BOYAmt |
| EOY | $2,187,605 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,992 | BOYAmt |
| EOY | $768,476 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,898,619 | BOYAmt |
| EOY | $50,270,918 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,005,170 | BOYAmt |
| EOY | $81,562,366 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,026,449 | BOYAmt |
| EOY | $842,613 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,848,398 | BOYAmt |
| EOY | $5,844,819 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,762,512 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,639,459 | BOYAmt |
| EOY | $57,712,107 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,276,818 | BOYAmt |
| EOY | $64,399,539 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,074 | BOYAmt |
| EOY | -$2,679,718 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,039,560 | BOYAmt |
| EOY | $7,830,827 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,011,718 | BOYAmt |
| EOY | $12,011,718 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,728,352 | BOYAmt |
| EOY | $17,162,827 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,005,170 | BOYAmt |
| EOY | $81,562,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$97,223 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$468,302 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,437,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,555,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,206,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,299,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,393,495 | CurrentTaxYearAmt |
| Total | $102,892,553 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,437,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,555,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,206,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,299,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,393,495 | CurrentTaxYearAmt |
| Total | $102,892,553 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,460,044 | SubstantialContributorsTotAmt |
| Public Support Total170 | $101,432,509 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $576,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $801,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,770,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $914,869 | CurrentTaxYearAmt |
| Total | $5,035,999 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $428,192 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $377,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $554,961 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $809,621 | CurrentTaxYearAmt |
| Total | $2,473,059 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $110,401,611 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,465,622 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91876 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93784 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,705,511 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,408,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $903,733 | OtherExpendituresAmt |
| Administrative Expenses | $43,310 | AdministrativeExpensesAmt |
| End Year Balance | $17,167,126 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,650,248 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $903,925 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,778,490 | OtherExpendituresAmt |
| Administrative Expenses | $70,172 | AdministrativeExpensesAmt |
| End Year Balance | $14,705,511 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,908,169 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $671,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,859,411 | OtherExpendituresAmt |
| Administrative Expenses | $69,516 | AdministrativeExpensesAmt |
| End Year Balance | $16,650,248 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,014,836 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $73,836 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,091,049 | OtherExpendituresAmt |
| Administrative Expenses | $89,454 | AdministrativeExpensesAmt |
| End Year Balance | $17,908,169 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,009,323 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,351,690 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,242,831 | OtherExpendituresAmt |
| Administrative Expenses | $103,346 | AdministrativeExpensesAmt |
| End Year Balance | $20,014,836 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $202,819 | OtherCostOrOtherBasisAmt |
| Book Value | $202,819 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,670,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,284,645 | DepreciationAmt |
| Book Value | $15,385,596 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,423,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,360,827 | DepreciationAmt |
| Book Value | $62,526 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,750,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,317,647 | DepreciationAmt |
| Book Value | $1,432,734 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $587,618 | OtherCostOrOtherBasisAmt |
| Book Value | $587,618 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,671,294 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $50,251,469 |
| OTHER ASSETS | $19,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $50,270,918 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $50,260,544 |
| OTHER LIABILITIES | $799,785 |
| SERI FRAMEWORK LOAN LONG TERM | $6,651,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $57,712,107 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | THE INTENDED USE OF SCHEPENS' ENDOWMENT FUNDS IS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE SUPPORTED RESEARCH ACTIVITIES WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| SCHEDULE D, PART X, LINE 2 | SCHEPENS EYE RESEARCH INSTITUTE, INC. ("SCHEPENS") WAS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WITH ITS AFFILIATED ORGANIZATIONS. THE INCOME TAX FOOTNOTE IS AS FOLLOWS: THE FOUNDATION AND ITS AFFILIATES QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE. THE FOUNDATION, INFIRMARY, ASSOCIATES, SCHEPENS AND EMBANKMENT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CIRCLE IS TAX-EXEMPT UNDER 501(C)(25) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THERE WAS NO IMPACT TO THE FOUNDATION'S FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2018. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Services | CONFERENCES | $36,973 |
| East Asia and the Pacific | Program Services | CONFERENCES | $18,999 |
| Middle East and North Africa | Program Services | CONFERENCES | $6,885 |
| South America | Program Services | CONFERENCES | $2,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $65,571 | SubtotalSpentAmt |
| Total Spent | $65,571 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Duke University | ||||||||
| 2200 W Main Street | Erwin Square Plaza Suite 820 | Durham | NC | 22705 | 560532129 | 501(C)(3) | $34,944 | RESEARCH |
| Boston Children's Hospital | ||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | 042774441 | 501(c)(3) | $51,478 | RESEARCH | |
| Tufts University | ||||||||
| 136 Harrison Avenue | Boston | MA | 021111817 | 042103634 | 501(c)(3) | $12,152 | RESEARCH | |
| University of Nebraska Medical Center | ||||||||
| 984388 NE Med Center | Lincoln | NE | 681984388 | 470049123 | 501(c)(3) | $49,795 | RESEARCH | |
| University of Pittsburgh | ||||||||
| 123 University Pl B21 | Pittsburgh | PA | 15213 | 259065591 | 501(c)(3) | $12,109 | RESEARCH | |
| Metis Foundation | ||||||||
| 300 Convent St | S 1330 | San Antonio | TX | 78205 | 422219464 | 510(c)(3) | $67,893 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Subawards are issued through a consortium agreement between Schepens Eye Research Institute ("SERI") and the recipient institution. The agreement specifies the terms of the subaward, and includes a detailed budget and scope of work to be performed by the recipient institution. Awarded funds are encumbered by a purchase order that is assigned to a unique fund number. Payments to recipient institutions made against the purchase order are recorded in the accounting system so that individual payments and purchase order balances can be monitored. Disbursement of funds for subawards require the written approval of the Principal Investigator ("PI"). Frequent progress reports and other forms of communication are required between the PI and the subrecipient institute to ensure that the scope of work is progressing at a satisfactory pace. Research Administration also conducts an annual inventory of institutions to which research has been subawarded. A risk assessment matrix is employed, along with a review of the subrecepient's most recent A133 audit report, to determine the level of risk regarding the sub recepient's ability to comply with federal guidelines. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN FERNANDEZ | ||||||||||||||
| PRESIDENT | $0 | $742,730 | $0 | $174,465 | $0 | $226,447 | $0 | $209,674 | $0 | $19,501 | $0 | $1,372,817 | $0 | $150,000 |
| JOAN W MILLER MD | ||||||||||||||
| DIRECTOR | $0 | $753,644 | $0 | $128,076 | $0 | $23,106 | $0 | $136,840 | $0 | $11,317 | $0 | $1,052,983 | $0 | $0 |
| JOSEPH RIZZO MD | ||||||||||||||
| DIRECTOR | $0 | $388,779 | $0 | $29,400 | $0 | $21,616 | $0 | $36,840 | $0 | $21,335 | $0 | $497,970 | $0 | $0 |
| MARTHA PYLE FARRELL | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $327,122 | $0 | $52,544 | $0 | $20,322 | $0 | $6,423 | $0 | $19,472 | $0 | $425,883 | $0 | $0 |
| DEBRA ROGERS | ||||||||||||||
| VP OPTHALMOLOGY | $0 | $241,740 | $0 | $39,795 | $0 | $19,799 | $0 | $5,315 | $0 | $11,442 | $0 | $318,091 | $0 | $0 |
| PATRICIA D'AMORE | ||||||||||||||
| DIRECTOR OF RESEARCH | $0 | $393,189 | $0 | $0 | $0 | $22,491 | $0 | $36,840 | $0 | $7,619 | $0 | $460,139 | $0 | $0 |
| LOTFI MERABET | ||||||||||||||
| ASSOCIATE SCIENTIST | $0 | $157,204 | $0 | $0 | $0 | $547 | $0 | $19,160 | $0 | $6,471 | $0 | $183,382 | $0 | $0 |
| ELIEZER PELI | ||||||||||||||
| SENIOR SCIENTIST | $0 | $245,058 | $0 | $0 | $0 | $2,974 | $0 | $32,549 | $0 | $12,585 | $0 | $293,166 | $0 | $0 |
| DARLENE DARTT | ||||||||||||||
| SENIOR SCIENTIST | $0 | $172,083 | $0 | $0 | $0 | $1,912 | $0 | $22,392 | $0 | $12,219 | $0 | $208,606 | $0 | $0 |
| JAMES ZIESKE | ||||||||||||||
| SENIOR SCIENTIST | $0 | $144,408 | $0 | $0 | $0 | $1,425 | $0 | $16,624 | $0 | $12,079 | $0 | $174,536 | $0 | $0 |
| NEENA HAIDER | ||||||||||||||
| ASSOCIATE SCIENTIST | $0 | $140,056 | $0 | $0 | $0 | $308 | $0 | $17,163 | $0 | $20,029 | $0 | $177,556 | $0 | $0 |
| MAUREEN KELLEY | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $177,987 | $0 | $1,500 | $0 | $16,913 | $0 | $2,020 | $0 | $19,269 | $0 | $217,689 | $0 | $0 |
| CAROLANN WILLIAMS | ||||||||||||||
| CFO AND VP FINANCE & ADMIN | $0 | $426,681 | $0 | $64,503 | $0 | $810 | $0 | $4,315 | $0 | $14,683 | $0 | $510,992 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | OFFICERS, DIRECTORS, & KEY EMPLOYEES OF SCHEPENS EYE RESEARCH INSTITUTE, INC. ("SCHEPENS") ARE COMPENSATED BY THE MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY"), ONE KEY EMPLOYEE IS PAID BY THE MASSACHUSETTS EYE AND EAR ASSOCIATES, AND ONE DIRECTOR IS PAID BY THE MASSACHUSETTS EYE AND EAR ASSOCIATES. BOTH ARE RELATED ORGANIZATIONS. THE INFIRMARY USED A COMPENSATION COMMITTEE, COMPENSATION SURVEY, APPROVAL BY THE BOARD, AND AN INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE COMPENSATION OF THE PRESIDENT. |
| SCHEDULE J, PART I, LINE 4B | CERTAIN INDIVIDUALS PARTICIPATE IN A DEFERRED COMPENSATION ARRANGEMENT WITH MASSACHUSETTS EYE AND EAR. UNDER THIS AGREEMENT, JOHN FERNANDEZ WILL BE CREDITED $200,000 FOR CALENDAR YEAR 2017. JOAN MILLER WILL BE CREDITED $100,000 FOR CALENDAR YEAR 2017. EACH ANNUAL CREDIT WILL VEST ON THE FOURTH ANNIVERSARY OF THE DATE SUCH CREDIT WAS MADE OR UPON (1) THE ATTAINMENT OF THE AGE OF 65 WHILE EMPLOYED; (2) TERMINATION WITHOUT CAUSE OR RESIGNATION FOR GOOD REASON; (3) DEATH; (4) DISABILITY; OR (5) CHANGE OF CONTROL OF MASSACHUSETTS EYE AND EAR WITHIN THE MEANING OF SECTION 409A OF THE INTERNAL REVENUE CODE. MR. FERNANDEZ RECEIVED A PAYOUT OF $195,795 FROM THE DEFERRED COMPENSATION AGREEMENT IN 2017. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,519 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Column (B) | FormAndLineReferenceDesc |
| Explanation | SCHEPENS IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 & PART III, LINE 1 | DESCRIPTION OF ORGANIZATION MISSION THE SCHEPENS EYE RESEARCH INSTITUTE ("SCHEPENS") FIGHTS BLINDNESS BY DEVELOPING NEW TECHNOLOGIES, THERAPIES AND KNOWLEDGE TO RETAIN AND RESTORE VISION. THROUGH A CONTINUUM OF DISCOVERY, THE INSTITUTE WORKS TOWARD A FUTURE IN WHICH BLINDNESS IS PREVENTED, ALLEVIATED AND ULTIMATELY CURED. |
| Form 990, Part VI, Section A, line 6 | THE FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, INC. IS THE SOLE MEMBER OF THE INSTITUTE. Effective April 1, 2018, Partners Healthcare System, Inc.(Partners) became the sole member of the Foundation. As a result the Foundation and its affiliated entities became part of the comprehensive, integrated healthcare system organized and operated by Partners that includes hospitals, physicians, charitable, scientific, educational, research and other Partners affiliated organizations. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | The following actions shall require approval by the Member: 1. Approval of all long-term or master strategic or business plans of the Corporation and any substantive changes thereto; 2. Approval of any substantive changes to the vision and mission statement of the Corporation; 3. Approval of annual and long-term operating and capital budgets of the Corporation; 4. Approval of the merger, consolidation, or dissolution of the Corporation; 5. Approval of any material change in the types of research conducted by the Corporation, including additions thereto and discontinuations thereof, which are not expressly identified and provided for in the previously approved strategic and/or business plans; 6. Appointment or removal of financial auditors of the Corporation; 7. Approval of the Corporations plan of insurance; 8. Approval of the organization or acquisition of any subsidiary or affiliate of the Corporation, or the conducting of all or any part of the Corporations business through one or more affiliated corporations, partnerships, limited liability companies or other arrangements or entities; 9. Approval of any academic or other material strategic affiliation of the Corporation with third parties. |
| Form 990, part VI, Section B, line 11B | SCHEPENS'S FORM 990 IS PREPARED BY PRICEWATERHOUSECOOPERS, LLP USING INFORMATION PROVIDED BY MANAGEMENT. AFTER THE FORM 990 IS COMPLETED, IT IS REVIEWED BY THE MANAGER OF INVESTMENTS AND FOUNDATION ACCOUNTING. THE FORM 990 IS THEN PRESENTED TO THE FINANCE COMMITTEE FOR FURTHER REVIEW AND APPROVAL AS AUTHORIZED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS ALSO GIVEN THE FORM 990 FOR REVIEW WITH TIME TO SUBMIT COMMENTS AND QUESTIONS BEFORE FINAL FILING. |
| FORM 990, Part VI, Section B, Line 12C | SCHEPENS EMPLOYEES ARE COVERED BY THE INFIRMARY CONFLICT OF INTEREST POLICY. MEMBERS OF THE STAFF ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST TO THEIR CHIEF OF SERVICE, DEPARTMENT AND DIRECTOR OF LABORATORY/UNIT. MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY INTERESTS THAT COULD RISE TO CONFLICTS. THE OFFICE OF THE INTERNAL LEGAL COUNSEL OBTAINS AND REVIEWS THE ANNUAL CONFLICTS OF INTEREST STATEMENTS SUBMITTED BY MEMBERS OF THE BOARD OF DIRECTORS, AND REPORTS ON THE SAME TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD. WITH RESPECT TO INTERESTS DISCLOSED BY THE BOARD MEMBERS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, THE INTERNAL LEGAL COUNSEL REVIEWS ALL TRANSACTIONS BETWEEN SUCH INTERESTS AND AFFILIATES OF SCHEPENS, TO DETERMINE WHETHER THESE TRANSACTION WERE CONDUCTED AT ARM'S LENGTH. |
| FORM 990, Part VI, Section B, Line 15 | PLEASE SEE THE INFIRMARY'S RETURN FOR COMPENSATION DISCLOSURES. THE CHAIRMAN OF THE COMPENSATION COMMITTEE OF THE BOARD OF THE MASSACHUSETTS EYE AND EAR INFIRMARY PRESENTS A RECOMMENDATION TO THE COMPENSATION COMMITTEE WHO HAVE FINAL APPROVAL OF THE CEO'S BASE SALARY AND BONUS AMOUNT. THE CEO RECOMMENDS EXECUTIVE SALARIES TO THE COMPENSATION COMMITTEE OF THE BOARD WHO HAS FINAL AUTHORIZATION TO APPROVE IT. THE COMPENSATION COMMITTEE MEETING WAS HELD ON NOVEMBER 15, 2017. TOTAL COMPENSATION FOR THE CEO, CHIEFS AND VICE PRESIDENTS, INCLUDING BONUS PAYMENTS, INCLUDING COMPARABILITY DATA, IS ANALYZED BY INDEPENDENT COMPENSATION CONSULTANTS AND IS DETERMINED TO BE REASONABLE. |
| FORM 990, PART VI, SECTION B, LINE 19 | SUMMARIZED FINANCIAL STATEMENTS ARE AVAILABLE ON THE INFIRMARY'S WEBSITE: WWW.MASSEYEANDEAR.ORG. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SCHEPENS' GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE UPON REQUEST. |
| FORM 990, Part VII | COMPENSATION IS FOR PROFESSIONAL SERVICES AND NOT FOR SERVICE AS OFFICERS. PLEASE SEE THE INFIRMARY'S RETURN FOR COMPENSATION DISCLOSURES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FND OF THE MASS EYE & EAR INFIRMARY INC | ||||||||||
| 243 Charles Street | Boston | MA | 02114 | 042785453 | SUPPORT | MA | 501(C)(3) | 10 | PHS | false |
| Massachusetts Eye and Ear Infirmary | ||||||||||
| 243 Charles Street | Boston | MA | 02114 | 042103591 | Hospital | MA | 501(C)(3) | 3 | Foundation | Yes (true) |
| Massachusetts Eye and Ear AssociatesInC | ||||||||||
| 243 Charles Street | Boston | MA | 02114 | 222658209 | Patient care | MA | 501(C)(3) | 10 | Foundation | Yes (true) |
| Embankment Services Inc | ||||||||||
| 243 CHARLES STREET | Boston | MA | 02114 | 043272965 | Support | MA | 501(C)(3) | 12 Type 1 | Foundation | Yes (true) |
| Circle Company Inc | ||||||||||
| 243 Charles Street | Boston | MA | 02114 | 042801791 | TITLE HOLDING | MA | 501(C)(25) | n/a | Foundation | Yes (true) |
| PARNTERS HEALTHCARE SYSTEM INC (PHS) | ||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 043230035 | HOSPITAL | MA | 501(C)(3) | 3 | NA | false |
| PARTNERS HEALTHCARE GROUP (SEE PART VII) | ||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | HEALTHCARE | ME | 501(c)(3) | 10 | PHS | Yes (true) | |
| NEIGHBORHOOD HEALTH PLAN INC (NHP) | ||||||||||
| 253 Summer Street | BOSTON | MA | 02210 | 042932021 | INSURANCE | MA | 501(c)(4) | NONE | PHS | Yes (true) |
| COMMUNITY MEDICAL ALLIANCE INC | ||||||||||
| 253 Summer Street | BOSTON | MA | 02210 | 043454185 | INSURANCE | MA | 501(c)(3) | 12A | NHP | Yes (true) |
| PARTNERS POOLED INVESTMENT HOLDINGS LLC | ||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 821715859 | SUPPORT ORG. | MA | 501(C)(3) | 12A | PHS | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| PHS BAY COLONY FUND | ||||||||
| 245 Park Avenue | NEW YORK | NY | 10167 | 133887448 | INVESTMENTS | DE | NA | N/A |
| PARTNERS HEALTHCARE SYSTEM POOLED INVEST | ||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | 043268842 | INVESTMENTS | MA | NA | N/A |
| RADIATION THERAPY OF SOUTEASTERN MA LLC | ||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02115 | 010873580 | RADIATION THERAPY | MA | NA | N/A |
| PARTNERS INNOVATION FUND LLC | ||||||||
| 101 HUNTINGTON AVENUE | BOSTON | MA | 02199 | 262899986 | INVESTMENTS | MA | NA | N/A |
| PARTNERS HEALTHCARE ACCOUNTABLE CARE ORG | ||||||||
| 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | 812762122 | ACCOUNTABLE CARE | MA | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|---|
| NEWTON-WELLESLEY PHYSICAN HOSPITAL ORG | ||||||||
| 2014 Washington Street | NEWTON | MA | 02462 | 043209749 | HEALTHCARE | MA | NA | SUBCH. C CORP |
| ALLWAYS HEALTH PARTNERS INSURANCE CO | ||||||||
| 399 REVOLUTION AVE | SOMERVILLE | MA | 02145 | 830970929 | INSURANCE COMPANY | MA | NA | SUBCH. C CORP. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||
| C | $409,706 | CASH |
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||
| P | $438,533 | CASH |
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||
| Q | $1,874,604 | CASH |
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||
| C | $271,961 | CASH |
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||
| Q | $255,470 | CASH |
| MASSACHUSETTS EYE AND EAR ASSOCIATES | ||
| P | $4,299,232 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II | FormAndLineReferenceDesc |
| Explanation | EFFECTIVE APRIL 1, 2018, THE ORGANIZATION BECAME RELATED TO PARTNERS HEALTHCARE SYSTEM, INC. AND ITS RELATED ENTITIES IN ITS GROUP EXEMPTION. EFFECTIVE OCTOBER 1, 2018, THE ORGANIZATION BECAME PART OF THE PARTNERS GROUP EXEMPTION. | ExplanationTxt |
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