2016-08-15T09:04:44-05:00 2015-09-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2014-10-01 042203836 JOSLIN DIABETES CENTER INC JOSL 6173092400 ONE JOSLIN PLACE BOSTON MA 022155306 ELIOT LURIER CHIEF FINANCIAL OFFICER 6173092400 2016-08-11 1 CRAIG KLEIN P00734640 6177610600 2016-08-11 2014 2016-09-27 15:27:22Z PETER S AMENTA ONE JOSLIN PLACE BOSTON MA 022155306 84819168 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 13 709 150 854 0 45974663 35993445 45490953 44978158 7905571 701428 1580538 2095891 100951725 83768922 6978115 8981501 0 0 50893356 49748759 358777 399986 2908996 37469456 36669550 95699704 95799796 5252021 -12030874 144264386 134552270 28430012 34375146 115834374 100177124 X OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. 0 0 35900738 8981501 38700096 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 NATIONWIDE ON JOSLIN TREATMENT METHODS FOR PATIENTS WITH DIABETES.SEE THE COMMUNITY BENEFIT STATEMENT ON SCHEDULE O. 39265820 7558198 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. 75166558 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 283 0 1 709 1 0 0 0 0 0 1 1 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 1 0 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 BETH CADLE 6173095749 ONE JOSLIN PLACE BOSTON MA 02215 BROOKS III JOHN L CEO/PRESIDENT (THRU 9/30/15) 38.00 2.00 X X 695451 0 65288 KING GEORGE L MD TRUSTEE/SR. VP, CSO 39.00 1.00 X X 336918 0 40259 GABBAY ROBERT MD PHD SR. VP, CMO 39.00 1.00 X 434591 0 47228 ASTRUE MICHAEL TRUSTEE 2.00 0.00 X 0 0 0 HERMAN ROBERTA MD TRUSTEE 2.00 0.00 X 0 0 0 HOPFIELD JESSICA PHD TRUSTEE 2.00 0.00 X 0 0 0 KEETON FRED TRUSTEE 2.00 0.00 X 0 0 0 RUBENSTEIN ARTHUR MD MBBCH TRUSTEE 2.00 0.00 X 0 0 0 COOK JR JOHN J TRUSTEE 2.00 0.00 X 0 0 0 GERAGHTY JAMES TRUSTEE 2.00 0.00 X 0 0 0 LAGASSE ANNE M TRUSTEE 2.00 1.00 X 0 0 0 JAMES RALPH M TRUSTEE 2.00 0.00 X 0 0 0 PETERSON JAMES L TRUSTEE 2.00 0.00 X 0 0 0 REHNERT GEOFFREY S TRUSTEE 2.00 0.00 X 0 0 0 RUSSELL MARK E TRUSTEE 2.00 0.00 X 0 0 0 GARDINER NATHANIEL S TRUSTEE 2.00 0.00 X 0 0 0 BUCKLEY MARIA D GENERAL COUNSEL 38.00 2.00 X 277410 0 19726 LURIER ELIOT M CFO/TREASURER 39.00 1.00 X 66642 0 6465 AIELLO LLOYD PAUL VICE PRESIDENT, OPHTHALMOLOGY 40.00 0.00 X 357003 0 45586 KAHN C RONALD VICE CHAIR, SECTION CHIEF OBESITY 40.00 0.00 X 435771 0 41015 ARRIGG PAUL G CHIEF VITREORETINAL SURGURY 40.00 0.00 X 286669 0 40269 CABALLERO ENRIQUE MEDICAL ASSOCIATE DIRECTOR 40.00 0.00 X 280513 0 38994 HAMDY OSAMA MED. DIR., OBESITY & INPATIENT DIAB. 40.00 0.00 X 294567 0 41661 SHARUK GEORGE S OPHTHALMOLOGIST 40.00 0.00 X 266664 0 48321 WILLIAMS MARK E NEPHROLOGIST 40.00 0.00 X 298515 0 16631 ABRAHAMSON MARTIN J FORMER SR. VP, MED. AFFAIRS 40.00 0.00 X 338192 0 37573 MARKELLO ROSS J FORMER CFO/TREASURER 0.00 0.00 X 523015 0 40320 4891921 0 529336 119 1 1 0 BETH ISRAEL DEACONESS MEDICAL CENTER 330 LONGWOOD AVE BOSTON MA 02215 CLINICAL SERVICES 892009 MARK D CRAWFORD POBOX 554 BILLERICA MA 01865 ARCHITECTURAL 411839 DAVINCI DIRECT INC 6 CORDAGE PARK CIRCLE SUITE 339 PLYMOUTH MA 02360 FUNDRAISING 385652 PIERCE ATWOOD 100 SUMMER ST SUITE 2250 BOSTON MA 02110 LEGAL 294462 HARVARD MEDICAL FACULTY PHYSICIANS 25 SHATTUCK STREET BOSTON MA 02115 HEALTH CARE PROFESSIONAL 228661 14 320300 25717162 9955983 313074 35993445 SERVICE AGREEMENT 900099 25714128 25714128 ED. PROG./PUBLICATIONS 900099 11705832 11705832 RESEARCH GRANTS 900099 7558198 7558198 44978158 700688 854 699834 795822 565683 230139 230139 230139 740 0 740 740 740 1041779 320300 472043 569736 569736 28400 12520 15880 15880 OTHER REVENUE 900099 1280136 1280136 1280136 83768922 46258294 854 1516329 8981501 8981501 4981203 3393748 1587455 35353710 27887699 5927129 1538882 1804499 1399466 336187 68846 5013602 3888262 934058 191282 2595745 2013111 483600 99034 696465 525148 171317 166380 54906 111474 399986 399986 403609 403609 6292411 3652465 2600313 39633 288761 51585 228971 8205 3206628 1834187 1324230 48211 280376 208618 65006 6752 2499099 1472853 990483 35763 647705 550239 84342 13124 411028 276099 87193 47736 103120 103120 4231465 2493829 1677082 60554 702946 420390 282556 RESEARCH SUBCONTRACTS 10465982 10465982 SUPPLIES 5145425 5031971 100090 13364 PRINTING & PUBLICATIONS 404861 161020 2871 240970 POSTAGE & SHIPPING 337974 128207 113113 96654 385315 275272 110043 95799796 75166558 17724242 2908996 3542277 2380948 4710311 3683262 10441521 10951228 108541 108317 1404985 849520 102793213 74308069 30759629 28485144 46204292 46007332 39544211 34399147 7548619 7687372 144264386 134552270 9374123 10715805 10179850 10195602 3780000 2160000 62885 0 5033154 11303739 28430012 34375146 X 33269537 23686224 39707627 33511379 42857210 42979521 115834374 100177124 144264386 134552270 X -12030874 -3624376 -2000 X 0 1 X 1 1 1 X 39447164 41682623 38942913 45974663 35993445 202040808 39447164 41682623 38942913 45974663 35993445 202040808 17867252 184173556 2512634 2717208 2337641 2127572 1496510 11191565 1817519 1037805 1039902 1123872 1070179 6089277 219321650 226353555 0.83970 0.82530 X SCHEDULE A, PART I & II: JOSLIN DIABETES CENTER, INC. HAS HISTORICALLY REPORTED ITS BASIS FOR PUBLIC CHARITY STATUS ON SCHEDULE A, PART I AS "BOX 3" - A HOSPITAL DESCRIBED IN SECTION 170(B)(1)(A)(III). BEINNING IN FY14, THE CENTER HAS BEEN COMPLETING SCHEDULE A, PART II AND CHECKING SCHEDULE A, PART I, BOX 7 IN ORDER TO DEMONSTRATE ITS ELIGIBILITY TO REPORT CONTRIBUTIONS ON SCHEDULE B USING THE "SPECIAL RULE." RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66526706 120299 -2156465 2376558 62113982 61838167 241491 6024375 1577327 66526706 55777013 287225 7730063 1956134 61838167 48995434 302343 8135272 1656036 55777013 51791767 441237 -1739266 1498304 48995434 0.00000 0.69190 0.30810 1 0 1067063 1067063 74214093 53585680 20628413 27512057 20722389 6789668 28485144 LIFE INSURANCE POLICIES 155759 F LIMITED PARTNERSHIP INVESTMENTS 27909746 F ASSETS HELD IN ESCROW 6333642 F 34399147 ASSETS HELD AS AGENT 1862193 OTHER ASSETS 1024233 PROFESSIONAL LIABILITY REINSURANCE RECOVERIES 1910000 DUE FROM AFFILIATES 2890946 7687372 OBLIGATIONS UNDER CHARITABLE REMAINDER TRUSTS 857904 ACCRUED ASSET RETIREMENT OBLIGATION 340000 AMOUNTS HELD AS AGENT 1862193 PROFESSIONAL LIABILITIY REINSURANCE RECOVERIES 1910000 CONDITIONAL GIFT 6333642 11303739 X 80185098 -3624376 1050246 -2574130 82759228 1009694 1009694 83768922 95840348 1050246 1050246 94790102 1009694 1009694 95799796 PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED FOR THE PURPOSE DESIGNATED BY EACH INDIVIDUAL DONOR. THESE FUNCTIONS INCLUDE USE GENERAL USE FUNDS, CLINIC SUPPORT FUNDS, AND RESEARCH SUPPORT FUNDS. PART X, LINE 2: JOSLIN, THE CLINIC, AND JOSLIN TECHNOLOGIES, LLC HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3) AND, THEREFORE, ARE EXEMPT FROM TAXATION ON RELATED INCOME UNDER SECTION 501(A) OF THE CODE. THE IRS HAS ALSO PREVIOUSLY DETERMINED THAT THESE ENTITIES ARE NOT PRIVATE FOUNDATIONS PURSUANT TO SECTION 509(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE CENTER DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITION IN EITHER 2015 OR 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 565,683. FUNDRAISING EXPENSES 472,043. GAMING EXPENSES 12,520. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED DESIGNATED FOR CLINIC SPENDING 1,009,694. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 565,683. FUNDRAISING EXPENSES 472,043. GAMING EXPENSES 12,520. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED DESIGNATED FOR CLINIC SPENDING 1,009,694. NORTH AMERICA 0 0 INVESTMENTS 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 X X X X X X X 1 DAVINCI DIRECT INC 36 CORDAGE PARK CIRCLE PLYMOUTH MA 02360 DIRECT MAIL 0 741438 390152 351286 DONOR POINT MARKETING 649 NORTH HORNERS LANE ROCKVILLE MD 20850 DIRECT MAIL 0 0 9834 -9834 741438 399986 341452 AL AR AZ CA CO CT GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI HIGH HOPES GALA 896292 228050 668242 106396 246254 A SPOONFUL OF GINGER 386111 87250 298861 42835 18029 1 79676 5000 74676 47231 11298 1362079 320300 1041779 196462 275581 472043 569736 28400 11100 1420 0 28400 11100 1420 12520 15880 MA 1 0 1 0 1.00000 BETH CADLE ONE JOSLIN PLACE BOSTON MA 022155306 0 RICK PRICE RICK PRICE SERVES AS VICE PRESIDENT OF DEVELOPMENT. AS SUCH, IN ADDITION TO OTHER DUTIES, HE OVERSEES RAFFLE ACTIVITIES. X 0 1 JOSLIN CLINIC INC ONE JOSLIN PLACE BOSTON MA 02115 222984590 501(C)(3) 8981501 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 1 0 0 0 0 0 0 0 0 BROOKS III JOHN L CEO/PRESIDENT (THRU 9/30/15) 690747 0 0 0 4704 0 29000 0 36288 0 760739 0 0 0 KING GEORGE L MD TRUSTEE/SR. VP, CSO 324526 0 7688 0 4704 0 16846 0 23413 0 377177 0 0 0 GABBAY ROBERT MD PHD SR. VP, CMO 431769 0 500 0 2322 0 21730 0 25498 0 481819 0 0 0 BUCKLEY MARIA D GENERAL COUNSEL 275088 0 0 0 2322 0 0 0 19726 0 297136 0 0 0 AIELLO LLOYD PAUL VICE PRESIDENT, OPHTHALMOLOGY 351300 0 0 0 5703 0 17850 0 27736 0 402589 0 0 0 KAHN C RONALD VICE CHAIR, SECTION CHIEF OBESITY 424147 0 500 0 11124 0 21789 0 19226 0 476786 0 0 0 ARRIGG PAUL G CHIEF VITREORETINAL SURGURY 284347 0 0 0 2322 0 14333 0 25936 0 326938 0 0 0 CABALLERO ENRIQUE MEDICAL ASSOCIATE DIRECTOR 177486 0 101538 0 1489 0 14026 0 24968 0 319507 0 0 0 HAMDY OSAMA MED. DIR., OBESITY & INPATIENT DIAB. 204763 0 87843 0 1961 0 14728 0 26933 0 336228 0 0 0 SHARUK GEORGE S OPHTHALMOLOGIST 261850 0 1250 0 3564 0 13333 0 34988 0 314985 0 0 0 WILLIAMS MARK E NEPHROLOGIST 205833 0 87119 0 5563 0 14926 0 1705 0 315146 0 0 0 ABRAHAMSON MARTIN J FORMER SR. VP, MED. AFFAIRS 303630 0 29721 0 4841 0 16910 0 20663 0 375765 0 0 0 MARKELLO ROSS J FORMER CFO/TREASURER 253866 0 0 0 269149 0 26150 0 14170 0 563335 0 0 0 PART I, LINE 4A ROSS J. MARKELLO RECEIVED SEVERANCE PAY IN THE AMOUNT OF $267,159. CHRISTI GABBAY WIFE OF TRUSTEE/SR. VP 94837 COMPENSATION FOR SERVICES 0 X 23 136400 MARKET VALUE AT RECEIPT X AUCTION ITEMS 142 176675 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 FOUNDED IN 1898, JOSLIN DIABETES CENTER IS WORLD-RENOWNED FOR ITS DEEP EXPERTISE IN DIABETES TREATMENT AND RESEARCH. A FEDERALLY-DESIGNATED DIABETES RESEARCH CENTER, JOSLIN IS DEDICATED TO FINDING A CURE FOR DIABETES AND ENSURING THAT PEOPLE WITH DIABETES LIVE LONG, HEALTHY LIVES. WE DEVELOP AND DISSEMINATE INNOVATIVE PATIENT THERAPIES AND SCIENTIFIC DISCOVERIES THROUGHOUT THE WORLD. 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 387 MILLION IN 2013 TO 592 MILLION IN 2035, ACCORDING TO THE 2014 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 - MORE THAN 29 MILLION AMERICANS ARE LIVING WITH DIABETES TODAY - BY 2050, AS MANY AS 1 IN 3 AMERICAN ADULTS WILL HAVE DIABETES IF PRESENT TRENDS CONTINUE - DIABETES KILLS MORE AMERICANS EVERY YEAR THAN AIDS AND BREAST CANCER COMBINED COMPARED TO THEIR COUNTERPARTS WITHOUT DIABETES, ADULTS WITH DIABETES IN THE U.S: - SPEND 2.3 TIMES MORE ON MEDICAL COSTS EACH YEAR - HAVE A 50% HIGHER RISK OF DEATH - ARE 1.8 TIMES MORE LIKELY TO BE HOSPITALIZED FOR HEART ATTACK, AND 1.7 TIMES MORE LIKELY TO DIE FROM CARDIOVASCULAR DISEASE 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 AMERICAN DIABETES ASSOCIATION, THE TOTAL COST OF DIAGNOSED DIABETES IN THE U.S. IN 2012 WAS $245 BILLION - A 41% INCREASE OVER 2007. OF THAT $245 BILLION: - $176 BILLION (72% OF TOTAL COST) WAS DIRECT MEDICAL COST, INCLUDING HOSPITAL AND EMERGENCY CARE, OFFICE VISITS AND MEDICATION - $69 BILLION (28% OF TOTAL COSTS) WAS THE COST OF REDUCED AND LOST PRODUCTIVITY FROM ABSENTEEISM, UNEMPLOYMENT AND DEATH JOSLIN IS MEETING THE CHALLENGE OF THE DIABETES EPIDEMIC NO ONE KNOWS MORE ABOUT DIABETES THAN JOSLIN DIABETES CENTER. OUR EXPERTISE NOT ONLY CONTRIBUTES TO NEW TREATMENTS AND CURES FOR BOTH TYPE 1 AND TYPE 2 DIABETES AND THEIR COMPLICATIONS, BUT ALSO IMPROVES THE LIVES OF PEOPLE LIVING WITH DIABETES. THE BENEFITS OF THIS FOCUS AND EXPERTISE 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 11 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, M.D., JOSLIN TODAY HAS MORE THAN 500 EMPLOYEES SERVING TWO MAIN FUNCTIONS: - RESEARCH. CONDUCTING INNOVATIVE RESEARCH ON DIABETES TO FIND NEW TREATMENTS AND THERAPIES FOR THOSE LIVING WITH DIABETES AND TO FIND A PERMANENT CURE FOR DIABETES - PATIENT CARE. PROVIDING CUTTING-EDGE CARE TO 21,000 CHILDREN, ADOLESCENTS AND ADULTS WITH TYPE 1 AND TYPE 2 DIABETES JOSLIN IS ONE OF THE MOST SIGNIFICANT ASSETS TO THE PATIENT AND MEDICAL COMMUNITY IN BOSTON, A CITY REGARDED AS THE COUNTRY'S PREEMINENT MEDICAL CENTER. JOSLIN'S INVALUABLE EDUCATIONAL PROGRAMS AND CARE RESOURCES BENEFIT PATIENTS IN THE SURROUNDING NEIGHBORHOOD, THE CITY OF BOSTON AND THE NEW ENGLAND REGION. JOSLIN PATIENT CARE: LIVING LONG AND WELL WITH DIABETES JOSLIN HELPS ADULTS, ADOLESCENTS AND CHILDREN CHALLENGED WITH TYPE 1 AND TYPE 2 DIABETES TO LIVE LONG, HEALTHY LIVES, FREE OF COMPLICATIONS. ALL OF OUR PHYSICIANS, DIABETES EDUCATORS, AND SPECIALTY CLINICIANS ARE EXPERT IN ALL FACETS OF DIABETES. OUR CLINIC HAS THE HIGHEST CONCENTRATION OF CERTIFIED DIABETES EDUCATORS - NURSES, DIETITIANS, EXERCISE PHYSIOLOGISTS, NURSE PRACTITIONERS AND MENTAL HEALTH PROFESSIONALS THAN ANYWHERE ELSE IN THE WORLD. OUR WORLD-RENOWNED ENDOCRINOLOGISTS, CERTIFIED DIABETES EDUCATORS, NUTRITIONISTS, EXERCISE PHYSIOLOGISTS AND OTHER CLINICAL SPECIALISTS PROVIDE: - PERSONALIZED CARE AND SUPPORT TO HELP PATIENTS AND THEIR FAMILIES MANAGE THEIR DIABETES - STATE-OF-THE-ART MEDICAL CARE, WITH EXPERTISE IN TECHNOLOGY (I.E., PUMPS, CONTINUOUS GLUCOSE MONITORS), NUTRITION, PHYSICAL ACTIVITY AND ALL 15 CLASSES OF DIABETES MEDICATIONS - AGGRESSIVE PREVENTION AND MANAGEMENT OF COMPLICATIONS BECAUSE OF OUR CLINIC'S SINGLE-MINDED FOCUS ON CUTTING-EDGE CARE, JOSLIN HAS EXCELLENT CLINICAL QUALITY CARE METRICS OUTPERFORMING 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) 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. - THE HEART/STROKE RECOGNITION PROGRAM THROUGH THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE AND THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION FOR SUPERIOR CARDIOVASCULAR/STROKE CARE. JOSLIN RESEARCH: IMPACT THROUGH DISCOVERY IN TERMS OF DEDICATED DIABETES RESEARCH, NO INSTITUTION IS QUITE LIKE JOSLIN, WHERE RESEARCH IS DIRECTLY COUPLED TO PATIENT CARE AND EDUCATION, WHICH FACILITATES 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 285 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. WE ARE ESPECIALLY EXCITED ABOUT JOSLIN'S THREE-LAB COLLABORATION TO RESET, REGULATE AND REGENERATE THE IMMUNE SYSTEM. WE FEEL JOSLIN IS UNIQUE IN THIS "3RS" APPROACH TO ACHIEVE A PERMANENT CURE TO DIABETES: 1. RESET THE IMMUNE SYSTEM TO GET RID OF THE T CELLS THAT CAUSE TYPE 1 DIABETES 2. REGULATE THE IMMUNE SYSTEM SO THAT IT DOESN'T ATTACK THE BETA CELLS 3. REGENERATE BETA CELLS A BREAKTHROUGH IN ANY ONE OF THE "3RS" AREAS WILL PROVIDE HOPE FOR BETTER TREATMENT OPTIONS AND QUALITY OF LIFE IMPROVEMENTS FOR THOSE LIVING WITH DIABETES. YET ALL THREE APPROACHES ARE REQUIRED FOR A TRUE CURE; NO SINGLE APPROACH ALONE WILL SUFFICE. EACH EFFORT IS LED BY A PRINCIPAL INVESTIGATOR (PI), UNDER THE LEADERSHIP OF WORLD-RENOWNED RESEARCHERS WHO HAVE RECEIVED MORE THAN 200 AWARDS AND HONORS, INCLUDING THE HIGHEST HONORS FROM THE AMERICAN DIABETES ASSOCIATION (ADA), THE U.S. AND BRITISH ENDOCRINE SOCIETIES AND THE JUVENILE DIABETES RESEARCH FOUNDATION (JDRF). 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 ARE FIVE COLLABORATIONS-ON AVERAGE-BETWEEN PRINCIPAL INVESTIGATORS, RESULTING IN LONGITUDINAL RESEARCH ADVANCEMENTS AND PROGRESSION TOWARDS IMPROVING CARE AND FINDING A CURE. FORM 990, PART III, LINE 4A THESE TYPES OF 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. THE SCIENTIFIC PROCESS REQUIRES A MULTI-DISCIPLINARY TEAM APPROACH LIKE THE ONE FOUND AT JOSLIN DIABETES CENTER. ONE OF ONLY 11 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. IN ADDITION, JOSLIN'S CLINICAL RESEARCH CENTER (CRC) SUPPORTS CLINICAL STUDIES WHICH TRANSLATE MANY OF THE DISCOVERIES FROM THE BENCH TO THE CLINICAL ARENA. THIS CENTER FACILITATES THE MOVING OF ANTI-INFLAMMATORY DRUGS SUCH AS SALICYLATE FROM THE BASIC LAB TO NIH-FUNDED MULTI-CENTER TRIAL AS A TREATMENT FOR TYPE 2 DIABETES. THE CRC HAS ALSO TRANSLATED THE DISCOVERY OF THE EXISTENCE OF BROWN FAT IN ADULTS AND ITS INDUCTION BY OTHER PROTEINS, WHICH CAN BE NOVEL TREATMENTS FOR OBESITY IN TYPE 2 DIABETES. THIS EXTENSIVE RELATIONSHIP BETWEEN RESEARCH AND CLINICAL CARE-WHICH IS CENTRAL TO JOSLIN'S APPROACH TO DIABETES-HAS 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 DISEASE-ALL DEVELOPED AT JOSLIN. OUR RESEARCH HAS AN IMPACT ON PEOPLE WITH DIABETES LOCALLY, NATIONALLY AND INTERNATIONALLY-IN 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. JOSLIN IS A PRINCIPAL SITE FOR A NATIONAL STUDY THAT SEEKS TO IDENTIFY THE MOST EFFECTIVE THERAPY FOR THE EARLY STAGES OF TYPE 2 DIABETES IN YOUNGSTERS. COMPLEMENTING OUR BASIC RESEARCH WORK IS OUR CLINICAL RESEARCH. THESE CLINICAL TRIALS OR HUMAN STUDIES EVALUATE PROMISING NEW DRUGS, THE IMPACT OF LIFESTYLE CHANGES SUCH AS WEIGHT LOSS AND INCREASED PHYSICAL ACTIVITY, AND MUCH MORE FOR ALL TYPES OF DIABETES. OF THE 250 CLINICAL TRIALS IN PROCESS, MORE THAN ONE-THIRD ARE SEEKING PARTICIPANTS. 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 M.D. AND PH.D. RESEARCHERS ANNUALLY. THERE ARE COUNTLESS JOSLIN M.D. AND PH.D. 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 WEB SITE. STRATEGIC INDUSTRY PARTNERSHIPS. JOSLIN 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 CME/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 PROGRAMS 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. 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 THE "SPEAKING OF DIABETES" NEWSLETTER AND/OR THE JOSLIN DIABETES BLOG, AND FOLLOW US ON THEIR FAVORITE SOCIAL MEDIA CHANNEL, 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. A WIDE RANGE OF BOOKS, COOKBOOKS, VIDEOTAPES, ONLINE SERVICES AND OTHER EDUCATIONAL MATERIALS FOR PEOPLE WITH BOTH TYPE 1 DIABETES AND TYPE 2 DIABETES AND THE PHYSICIANS AND ALLIED HEALTH PROVIDERS WHO CARE FOR THEM ARE AVAILABLE FOR PURCHASE AT JOSLIN AND ONLINE AT THE JOSLIN STORE. CARE ALLIANCES. OUTSIDE OF THE BOSTON AREA, JOSLIN REACHES COUNTLESS NUMBERS OF PATIENTS THROUGH OUR 23 AFFILIATES AND CARE ALLIANCE PARTNERS, LOCATED THROUGHOUT THE U.S. AND IN SIX COUNTRIES. 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. FORM 990, PART III, LINE 4A CORPORATE EDUCATION. PHARMACEUTICAL, MEDICAL DEVICE, AND HEALTHCARE IT COMPANIES USE THE SERVICES OF JOSLIN TO TRAIN KEY STAFF ON DIABETES AND ITS RELATED CONDITIONS. JOSLIN DESIGNS CUSTOM PROGRAMS TO MEET PARTNER'S SPECIFIC EDUCATION NEEDS AND STRATEGIC GOALS. 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 11 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 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 XI, LINE 9: OTHER ADJUSTMENTS -2,000. 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