THE LONGWOOD COLLECTIVE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE LONGWOOD COLLECTIVE INC (EIN 04-2507445)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-04
- IRS object ID
- 201611259349300626
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-04T09:00:50-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042507445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICAL ACADEMIC AND SCIENTIFIC | BusinessNameLine1Txt |
| Business Name Line2 | COMMUNITY ORGANIZATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 6176322788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLI G ROTH | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 6176322788 | PhoneNum |
| Signature | 2016-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2016-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARILYN SWARTZ-LLOYD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,202,275 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASCO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE CORPORATION'S EXEMPT PURPOSES INCLUDE ALL OF THE FOLLOWING: SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $362,406 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $101,281 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,200,559 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,068,425 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,432,099 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,512,974 | CYInvestmentIncomeAmt |
| PY Other Revenue | $676,077 | PYOtherRevenueAmt |
| CY Other Revenue | $606,678 | CYOtherRevenueAmt |
| PY Total Revenue | $26,308,735 | PYTotalRevenueAmt |
| CY Total Revenue | $25,188,077 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $37,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,400,466 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,482,014 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,655,958 | PYOtherExpensesAmt |
| CY Other Expenses | $20,768,902 | CYOtherExpensesAmt |
| PY Total Expenses | $24,095,624 | PYTotalExpensesAmt |
| CY Total Expenses | $23,288,116 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,213,111 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,899,961 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,587,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,497,759 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,370,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,004,189 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,216,905 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,493,570 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CORPORATION'S EXEMPT PURPOSES INCLUDE ALL OF THE FOLLOWING:SEE SCHEDULE O FOR CONTINUATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,787,585 | ExpenseAmt |
| Revenue | $18,286,386 | RevenueAmt |
| Desc | PARKING AND TRANSPORTATION - MASCO PROVIDED MANAGEMENT OF PARKING AND TRANSPORTATION SERVICES WITHIN THE LONGWOOD MEDICAL AREA (LMA) IN FURTHERANCE OF ITS MISSION TO COOPERATE WITH THE CITY OF BOSTON AND STATE OF MASSACHUSETTS REGARDING CITY AND STATE RESPONSIBILITIES CONCERNING ACCESS, SAFETY AND CONVENIENCE IN THE LMA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,783,391 | ExpenseAmt |
| Grant | $30,000 | GrantAmt |
| Revenue | $4,200,423 | RevenueAmt |
| Desc | MASCO OPERATED AN OFFICE BUILDING AND ATTACHED PARKING GARAGE WITHIN THE LONGWOOD MEDICAL AREA, IN FURTHERANCE OF MASCO'S TAX EXEMPT PURPOSES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,886,994 | ExpenseAmt |
| Grant | $7,200 | GrantAmt |
| Revenue | $581,616 | RevenueAmt |
| Desc | LESSENED THE BURDENS OF GOVERNMENT WITH REGARD TO THE PLANNING, DEVELOPMENT AND ENHANCEMENT IN THE AREA BY PROVIDING SERVICES RELATED TO PUBLIC SAFETY, ACCESS, TRAFFIC CONTROL AND PARKING. PROVIDED OVERALL PLANNING AND COORDINATING FOR OUR MEMBERS WITH RESPECT TO VARIOUS AREAS OF COMMON INTEREST AND MAINTAINED A SETTING IN WHICH THESE ORGANIZATIONS CAN ACHIEVE THEIR OBJECTIVES.SEE SCHEDULE O FOR PROGRAM ACCOMPLISHMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,457,970 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLI ROTHMARIA CURTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176322851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MAIREAD HICKEY PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN TABB MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH G NABEL MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY FORMELLA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA FENWICK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD J BENZ JR MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DICK ARGYS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER JANET EISNER SND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY S FLIER MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CZAJKOWSKI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HYNES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE HAWLEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L BROOKS III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER M BRYANT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY PUHY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD H LADD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN SCHAFFER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN BARRETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES F MONAHAN JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK FULLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCIA FOWLER JD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN DRINAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN DEUTSCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY WEINMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZORICA PANTIC PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKIE JENKINS-SCOTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL STETTLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN P KOSTER ESQ | |||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEREDITH WEENICK | |||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN SWARTZ-LLOYD | |||||||
| PRESIDENT | 40.00 | Yes (X) | $400,320 | $0 | $35,877 | Yes (X) | |
| HOLLI G ROTH | |||||||
| V.P. & C.F.O. | 36.00 | $230,348 | $0 | $47,699 | Yes (X) | ||
| JAY BOTHWICK | |||||||
| CLERK | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID EPPSTEIN | |||||||
| V.P. OPERATIONS (TERMED) | 1.00 | $78,845 | $0 | $0 | Yes (X) | ||
| SARAH HAMILTON | |||||||
| V.P. AREA PLANNING | 40.00 | $194,965 | $0 | $44,471 | Yes (X) | ||
| NORVA KENNARD | |||||||
| GENERAL COUNSEL | 32.00 | $210,342 | $0 | $21,969 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,114,820 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $150,016 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $23,068,425 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,068,425 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,068,425 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $907,038 | TotalRevenueColumnAmt |
| Exclusion | $907,038 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $335,022 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $335,022 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $335,022 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $90,750 | UnrelatedBusinessRevenueAmt |
| Exclusion | $244,272 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,620,134 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,886,193 | SecuritiesAmt |
| Other | $128,005 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $733,941 | SecuritiesAmt |
| Other | -$128,005 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $605,936 | TotalRevenueColumnAmt |
| Exclusion | $605,936 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| ADMIN. SERVICES | 561000 | $186,495 | $186,495 |
| ADVERTISING INCOME | 541800 | $85,161 | $85,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $271,656 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,188,077 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,068,425 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $362,406 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,757,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,200 | TotalAmt |
| Program Services | $37,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726,108 | TotalAmt |
| Management And General | $726,108 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,119 | TotalAmt |
| Program Services | $967,669 | ProgramServicesAmt |
| Management And General | $401,450 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,956 | TotalAmt |
| Program Services | $97,356 | ProgramServicesAmt |
| Management And General | $50,600 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,751 | TotalAmt |
| Program Services | $120,751 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,080 | TotalAmt |
| Program Services | $65,519 | ProgramServicesAmt |
| Management And General | $52,561 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,524 | TotalAmt |
| Program Services | $389,745 | ProgramServicesAmt |
| Management And General | $53,779 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,960 | TotalAmt |
| Program Services | $83,624 | ProgramServicesAmt |
| Management And General | $37,336 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,522 | TotalAmt |
| Program Services | $57,522 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,715,613 | TotalAmt |
| Program Services | $9,605,145 | ProgramServicesAmt |
| Management And General | $110,468 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,735,532 | TotalAmt |
| Program Services | $5,673,934 | ProgramServicesAmt |
| Management And General | $61,598 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,600 | TotalAmt |
| Program Services | $8,741 | ProgramServicesAmt |
| Management And General | $4,859 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,927 | TotalAmt |
| Program Services | $29,108 | ProgramServicesAmt |
| Management And General | $23,819 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,764 | TotalAmt |
| Program Services | $348,764 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,447,280 | TotalAmt |
| Program Services | $2,396,413 | ProgramServicesAmt |
| Management And General | $50,867 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,150 | TotalAmt |
| Program Services | $97,547 | ProgramServicesAmt |
| Management And General | $19,603 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TELEPHONE/UTILITIES | $418,091 | $340,605 | $77,486 |
| EQUIPMENT RENTAL/MAINT. | $277,588 | $215,850 | $61,738 |
| PRINTING/PUBICATIONS | $33,090 | $27,140 | $5,950 |
| SUPPLIES | $25,111 | $10,096 | $15,015 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,150 | TotalAmt |
| Program Services | $885,241 | ProgramServicesAmt |
| Management And General | $76,909 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,288,116 | TotalAmt |
| Program Services | $21,457,970 | ProgramServicesAmt |
| Management And General | $1,830,146 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,430,439 | BOYAmt |
| EOY | $1,079,170 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,742,522 | BOYAmt |
| EOY | $2,187,507 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,599 | BOYAmt |
| EOY | $1,326,118 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,003 | BOYAmt |
| EOY | $623,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,415,315 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,912,301 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,637,103 | BOYAmt |
| EOY | $26,503,014 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,609,148 | BOYAmt |
| EOY | $18,313,128 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,979,057 | BOYAmt |
| EOY | $12,305,973 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,206,589 | BOYAmt |
| EOY | $1,159,114 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,587,460 | BOYAmt |
| EOY | $63,497,759 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104,780 | BOYAmt |
| EOY | $1,254,537 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,444,574 | BOYAmt |
| EOY | $2,375,304 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,689,690 | BOYAmt |
| EOY | $12,244,141 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,511 | BOYAmt |
| EOY | $130,207 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,370,555 | BOYAmt |
| EOY | $16,004,189 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,586,792 | BOYAmt |
| EOY | $46,954,535 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,113 | BOYAmt |
| EOY | $539,035 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,216,905 | BOYAmt |
| EOY | $47,493,570 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,587,460 | BOYAmt |
| EOY | $63,497,759 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,899,961 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,623,299 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,045,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,448,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,782,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,200,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,068,425 | CurrentTaxYearAmt |
| Total | $118,545,790 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,045,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,448,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,782,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,200,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,068,425 | CurrentTaxYearAmt |
| Total | $118,545,790 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $118,545,790 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,021,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $953,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,153,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,103,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,151,310 | CurrentTaxYearAmt |
| Total | $5,382,853 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,021,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $953,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,153,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,103,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,151,310 | CurrentTaxYearAmt |
| Total | $5,382,853 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,281 | CurrentTaxYearAmt |
| Total | $469,845 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,139,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,498,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,051,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,386,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,322,016 | CurrentTaxYearAmt |
| Total | $124,398,488 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95700 | PublicSupportPY509Pct |
| Investment Income CY | 0.04330 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,695 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,695 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,280,416 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,288,111 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $14,674 | CurrentYearMinus3Amt |
| Current Year Minus2 | $11,215 | CurrentYearMinus2Amt |
| Current Year Minus1 | $8,713 | CurrentYearMinus1Amt |
| Current Year | $7,695 | CurrentYearAmt |
| Total | $42,297 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,630,113 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,728 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,116,806 | OtherExpendituresAmt |
| End Year Balance | $539,035 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,902,876 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $269,237 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $542,000 | OtherExpendituresAmt |
| End Year Balance | $1,630,113 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,149,104 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $227,678 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $473,906 | OtherExpendituresAmt |
| End Year Balance | $1,902,876 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,032,741 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71,335 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $954,972 | OtherExpendituresAmt |
| End Year Balance | $2,149,104 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,852,477 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $501,126 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $320,862 | OtherExpendituresAmt |
| End Year Balance | $3,032,741 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,650,524 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,991,481 | DepreciationAmt |
| Book Value | $12,659,043 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $456,185 | OtherCostOrOtherBasisAmt |
| Depreciation | $295,764 | DepreciationAmt |
| Book Value | $160,421 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,661,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,313,911 | DepreciationAmt |
| Book Value | $1,347,407 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,647,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,311,145 | DepreciationAmt |
| Book Value | $12,336,143 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,503,014 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GLOBAL ASSET ALLOCATION COMPOSITE | $8,569,164 | F |
| EMERGING EQUITY MUTUAL FUNDS | $1,545,140 | F |
| FIXED INCOME | $2,191,669 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,305,973 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 457 PLAN | Desc |
| Amt | $130,207 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $130,207 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,564,781 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,623,299 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3 | OtherRevenueAmt |
| Revenue Not Reported | -$1,623,296 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,188,077 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,188,077 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,288,116 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,288,116 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,288,116 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THESE FUNDS MAY BE USED FOR SPECIFIC PROJECTS IN THE LONGWOOD MEDICAL AREA AS APPROVED BY THE BOARD OF DIRECTORS. SPECIFIC PROJECTS INCLUDE THOSE THAT LESSEN THE BURDENS OF GOVERNMENT OR IMPROVING TRAFFIC AND ACCESS INTO THE LONGWOOD MEDICAL AREA. |
| PART X, LINE 2: | THE COMPANY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE COMPANY HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION AND HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE COMPANY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE COMPANY'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING 3. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| FENWAY CDC | |||||||
| 73 HEMENWAY | BOSTON | MA | 02115 | 042666507 | 501(C)(3) | $25,000 | AFFORDABLE HOUSING INITITATIVE CONTRIBUTION & SPONSOR/DONATION |
| ABCD PARKER HILL-FENWAY | |||||||
| 714 PARKER ST | ROXBURY CROSSING | MA | 02120 | 042304133 | 501(C)(3) | $6,700 | ANNUAL FUND DONATION & SUMMER POSITION FOR STUDENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | REQUESTS FROM TAX-EXEMPT ORGANIZATIONS SUPPORTING PROGRAMS AND PROJECTS IN AND AROUND THE LONGWOOD MEDICAL AREA ARE REVIEWED AND APPROVED BY MASCO MANAGEMENT. ACKNOWLEDGMENT LETTERS ARE RECEIVED DESCRIBING HOW THE FUNDS WERE SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARILYN SWARTZ-LLOYD | ||||||||||||||
| PRESIDENT | $324,888 | $0 | $48,000 | $0 | $27,432 | $0 | $24,871 | $0 | $11,006 | $0 | $436,197 | $0 | $0 | $0 |
| HOLLI G ROTH | ||||||||||||||
| V.P. & C.F.O. | $204,150 | $0 | $22,485 | $0 | $3,713 | $0 | $21,630 | $0 | $26,069 | $0 | $278,047 | $0 | $0 | $0 |
| SARAH HAMILTON | ||||||||||||||
| V.P. AREA PLANNING | $170,807 | $0 | $20,400 | $0 | $3,758 | $0 | $18,287 | $0 | $26,184 | $0 | $239,436 | $0 | $0 | $0 |
| NORVA KENNARD | ||||||||||||||
| GENERAL COUNSEL | $186,869 | $0 | $20,800 | $0 | $2,673 | $0 | $19,579 | $0 | $2,390 | $0 | $232,311 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | MASCO HAS A BONUS INCENTIVE PROGRAM. IN ORDER FOR THE BONUS INCENTIVES TO BE AVAILABLE, MASCO MUST MEET ITS FINANCIAL OBJECTIVES FOR THE YEAR AS ORIGINALLY APPROVED BY THE BOARD AND INDIVIDUALS MUST MEET PERSONAL WORK GOALS SPECIFIC TO THEIR ROLES. BONUS INCENTIVE PAYMENTS WERE APPROVED FOR THE EXECUTIVE STAFF FOR FY'15 AND ACCRUED AS OF JUNE 30, 2015. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2013-07-10 | BondIssuedDt |
| Issue Price | $13,480,059 | IssuePriceAmt |
| Purpose | PURCHASE NEW FLEET OF BUSES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $13,480,059 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $187,103 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $13,292,956 | CapitalExpendituresAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I AND PART III, LINE 1: | DESCRIPTION OF THE ORGANIZATION'S MISSION A) TO LESSEN THE BURDENS OF GOVERNMENT WITH RESPECT TO THE PLANNING, DEVELOPMENT AND ENHANCEMENT, IN THE PUBLIC INTEREST, OF THE SO-CALLED LONGWOOD MEDICAL AND ACADEMIC AREA OF THE CITY OF BOSTON, MASSACHUSETTS (THE "LONGWOOD MEDICAL AND ACADEMIC AREA"), FOR THE BENEFIT OF THE GENERAL PUBLIC, INCLUDING WITHOUT LIMITATION PATIENTS BEING SERVED BY TAX-EXEMPT TEACHING HOSPITALS AND THEIR VISITORS, STUDENTS CONNECTED WITH TAX-EXEMPT TEACHING HOSPITALS, EMPLOYEES, COLLEGES, SCHOOLS, AND OTHER TAX-EXEMPT EDUCATIONAL ORGANIZATIONS IN THE LONGWOOD MEDICAL AND ACADEMIC AREA, AND MEMBERS OF CULTURAL AND RELIGIOUS ORGANIZATIONS IN THAT AREA, BY PROVIDING SERVICES RELATING TO PUBLIC SAFETY, TRAFFIC CONTROL AND STREET SIGNS, ROADWAY IMPROVEMENT, PARKING, BEAUTIFICATION AND OTHER SIMILAR PUBLIC NEEDS; B) TO COOPERATE WITH THE CITY OF BOSTON, MASSACHUSETTS, IN CONNECTION WITH MATTERS RELATED TO PLANNING, PHYSICAL DEVELOPMENT, AND PHYSICAL ENHANCEMENT OF THE LONGWOOD MEDICAL AND ACADEMIC AREA AND TO THE RESPONSIBILITIES OF CITY GOVERNMENT CONCERNING PUBLIC HEALTH, SAFETY AND CONVENIENCE IN THE LONGWOOD MEDICAL AND ACADEMIC AREA; C) TO SERVE AS AN OVERALL PLANNING AND COORDINATING BODY FOR TAX-EXEMPT TEACHING HOSPITALS, COLLEGES, SCHOOLS AND OTHER TAX-EXEMPT EDUCATIONAL OR SIMILAR ORGANIZATIONS IN THE LONGWOOD MEDICAL AND ACADEMIC AREA WITH RESPECT TO VARIOUS AREAS OF COMMON INTEREST AND CONCERN; AND TO ASSIST IN THE DEVELOPMENT AND MAINTENANCE OF A COMPREHENSIVE SETTING IN WHICH THOSE TAX-EXEMPT ORGANIZATIONS CAN IMPLEMENT THEIR VARIOUS PROGRAMS AND OBJECTIVES; D) TO ACQUIRE, OPERATE OR MAKE AVAILABLE, BY CONTRIBUTION, SALE, LEASE OR OTHERWISE, REAL OR PERSONAL PROPERTY NECESSARY OR USEFUL FOR THE ACCOMPLISHMENT OF THE EXEMPT PURPOSES OF ANY ORGANIZATION IN THE LONGWOOD MEDICAL AND ACADEMIC AREA WHICH IS OPERATING EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES; E) TO PROMOTE SOCIAL WELFARE IN THE LONGWOOD MEDICAL AND ACADEMIC AREA; F) TO PREVENT COMMUNITY DETERIORATION IN THE LONGWOOD MEDICAL AND ACADEMIC AREA; AND G) TO ENGAGE IN SUCH OTHER EDUCATION AND CHARITABLE ACTIVITIES DESCRIBED IN SECTION 501(C)(3), RELATING TO THE LONGWOOD MEDICAL AND ACADEMIC AREA AND ANY OTHER LOCATION OR ACTIVITY, AS THE CORPORATION MAY DETERMINE TO BE APPROPRIATE. |
| 990, PART III, LINE 4: | ADDITIONAL ACTIVITIES RELATED TO THE ACCOMPLISHMENT OF EXEMPT PURPOSE: COMMUTEWORKS - REDUCE TRAFFIC CONGESTION BY OFFERING INCENTIVES FOR USE OF ALTERNATIVE TRAVEL MODES 1. DIRECT SERVICES: PROVIDED DIRECT SERVICES TO LMA COMMUTERS THROUGH NEW EMPLOYEE ORIENTATIONS (64), BENEFIT FAIRS/INFORMATION TABLES (12), GENERAL INQUIRY PHONE CALLS/EMAILS (>500), AND COMMUTEWORKS PROGRAMS (COMMUTEFIT: 802, EMERGENCY RIDE HOME: 629, COMMUTESWAP: 11, DUMP THE PUMP: 14). 2. RIDESHARE REPORTS: ASSISTED 9 INSTITUTIONS IN PREPARATION OF 2014 DEP RIDESHARE REPORTS AND REPORTING REFORM (BCH, BIDMC, BWH, DFCI, MCA, MCPHS, SC, WIT, HMS/HSPH). 3. BICYCLING: PROMOTED BICYCLE COMMUTING BY PROVIDING 3 BIKE CLINICS FOR MEMBERS, LEADING SPRING BIKE WEEK REGISTRATION AND EVENTS, AND FACILITATING A GROUP BIKE COMMUTE LED BY A CERTIFIED INSTRUCTOR FROM ARLINGTON. MASCO MEMBERS REGISTERED 792 PARTICIPANTS AND LOGGED 16,335 TOTAL MILES. 4. MEMBER TECHNICAL ASSISTANCE: ASSISTED 12 MEMBERS IN GAINING RECOGNITION MASSACHUSETTS EXCELLENCE IN COMMUTER OPTIONS (ECO) AWARDS, INCLUDING TWO SPOTLIGHT AWARDS (BIDMC; BCH). 5. CARPOOLING/VANPOOLING INCENTIVE PROGRAMS: IN THE CARPOOL INCENTIVE PROGRAM 34 CARPOOLS REGISTERED IN FY15. MARKETED STATE'S NEW RIDEMATCHING SERVICE (NURIDE) AND RE-MARKETED CARPOOL AND NEW VANPOOL INCENTIVE PROGRAM. 6. COMMUTEFEST: PLANNED AND IMPLEMENTED AN AREA-WIDE TRANSPORTATION DAY AT BLACKFAN CIRCLE WITH APPROXIMATELY 300 ATTENDEES AND REPRESENTATION FROM 13 INSTITUTIONS. 7. BI-ANNUAL ETA BREAKFAST: HELD BI-ANNUAL ETA BREAKFASTS TO MARKET AND PROMOTE COMMUTEWORKS PROGRAMS WITH COLLEGES. TRANSPORTATION PLANNING/CAPITAL: IMPROVE ACCESS TO/IN THE LMA THROUGH STUDIES AND PHYSICAL IMPROVEMENTS 1. LMA REGIONAL ACCESS: INVOLVED AS STAKEHOLDER IN CITY/STATE PLANNING IN THE FOLLOWING ROADWAY, TRANSIT AND ACCESS PROJECTS: BOSTON MPO'S REGIONAL TRANSPORTATION ADVISORY COUNCIL; I-90 ALLSTON INTERCHANGE STUDY TASK FORCE; MASSDOT'S BOWKER OVERPASS STUDY; CITY OF BOSTON'S TRANSPORTATION VISION BOSTON 2030 ADVISORY, DATA AND PARKING GROUPS. 2. FRANCIS/BINNEY IMPROVEMENTS: EVALUATED THE BENEFITS OF INSTALLING 4-WAY STOP SIGN CONTROL AT THE INTERSECTION AS JUSTIFICATION TO THE CITY OF BOSTON THAT IT COULD SERVE AS LOW-COST IMPROVEMENT PROJECT IN PLACE OF A FULL TRAFFIC SIGNAL. IMPLEMENTATION UNDERWAY. 3. T ADVOCACY: SHARED 120 COMMENTS WITH THE MBTA. ADVOCACY RESULTED IN ADDED NEW ROUTE 47 BUS (PM PEAK HOUR) AND ADDED CARS TO WORCESTER/FRAMINGHAM TRAIN 506. 4. BROOKLINE AVENUE/RIVERWAY INTERSECTION: DEVELOPED A NEW DESIGN CONCEPT, BEING REVIEWED WITH THE CITY, THE STATE AND THE COMMUNITY, THE PURPOSE OF WHICH IS TO IMPROVE SAFETY FOR PEDESTRIANS AND BICYCLISTS, REDUCE OVERALL CONGESTION, AND STRENGTHEN CONNECTIONS TO THE EMERALD NECKLACE PATHWAY NETWORK. 5. BROOKLINE AVENUE STUDY: TO IMPROVE VEHICULAR AND BIKE ACCESS, EVALUATED USE OF ON STREET PARKING AND NEW LANE CONFIGURATIONS ALONG BROOKLINE AVENUE BETWEEN BROOKLINE VILLAGE AND LMA TO IMPROVE SAFETY AND MULTIMODAL ACCOMMODATION. 6. BICYCLE FACILITIES: COMPLETED PRELIMINARY DESIGN AND IMPLEMENTED BICYCLE FACILITIES ALONG LONGWOOD AVENUE. PROVIDED COMMENTS ON THE CITY OF BOSTON'S PLANS FOR BICYCLE FACILITIES ALONG FRANCIS, TREMONT AND ST. ALPHONSUS STREETS. 7. ACCESSIBLE PEDESTRIAN SIGNALS (APS): EVALUATED FEASIBILITY OF INSTALLING APS AT THE RIVERWAY & LONGWOOD AVENUE INTERSECTION; SUBMITTED RECOMMENDATIONS TO STATE FOR THEIR FUTURE IMPLEMENTATION. 8. SAFETY IMPROVEMENTS: WORKED WITH DANA-FARBER AND BOSTON CHILDREN'S HOSPITAL TO EVALUATE PEDESTRIAN SAFETY AT THE INTERSECTION OF BINNEY STREET & JIMMY FUND WAY; DEVELOPED AND IMPLEMENTING IMPROVEMENT PLAN. 9. NO TURN ON RED STUDY: WORKED WITH THE CITY TO IMPLEMENT THE SIGNAGE CHANGES AT FOUR INTERSECTIONS RECOMMENDED BY MASCO-LED STUDY AND MONITORED FOR POST-IMPLEMENTATION TRAFFIC IMPACTS. 10. PALACE RD. IMPROVEMENTS: WORKED WITH MEMBERS AND THE CITY TO IMPLEMENT STREET PARKING CHANGES ON PALACE ROAD TO ACCOMMODATE SAFE ACCESS TO THE RECYCLING DUMPSTER AT MASS ART. 11. BRIGHAM CIRCLE OUTBOUND BUS STOP: WORKING WITH BRIGHAM & WOMEN'S HOSPITAL AND THE CITY TO STUDY RESTORATION OF THE OUTBOUND BUS STOP FOR THE MBTA ROUTE 39 BUS FOLLOWING THE COMPLETION OF THE STONEMAN CENTENNIAL PARK PROJECT. 12. TRANSPORTATION ADVOCACY: TESTIFIED TO PROJECT SELECTION ADVISORY COUNCIL ON FUTURE TRANSPORTATION PROJECT SELECTION CRITERIA TO INCLUDE ACCESS TO HEALTH CARE AND ECONOMIC DEVELOPMENT; CONTRIBUTED $10,000 TO CAMPAIGN TO PROTECT INDEXING OF GAS TAX FUNDS TO SUPPORT PUBLIC TRANSIT AND ROADWAY/BRIDGE IMPROVEMENTS AND DISTRIBUTED INFORMATION TO MEMBERS AND EMPLOYEES TO GAIN PUBLIC SUPPORT; TESTIFIED TO LEGISLATURE'S JOINT TRANSPORTATION COMMITTEE ON THE NEEDS FOR SUSTAINED MBTA FUNDING AND REFORM AND CONTINUED CAPS ON FARE INCREASES UNTIL FUNDING HAS STABILIZED. 13. RUGGLES STATION COMMUTER RAIL PLATFORM: COORDINATED WORK OF BRA, BTD AND MBTA TO SECURE $25 MILLION FEDERAL TIGER PROGRAM FUNDING FOR DESIGN AND CONSTRUCTION OF THIRD PLATFORM AT RUGGLES STATION TO ENABLE DOUBLING OF COMMUTER TRAINS STOPPING IN THE MORNING PEAK, A SIGNIFICANT IMPROVEMENT OF LMA PUBLIC TRANSIT ACCESS. 14. KARMA COMMUTING: WITH COMMUNICATIONS, COMPLETED SECOND PHASE OF SAFETY CAMPAIGN TO CHANGE COMMUTER BEHAVIOR. 15. LMA LIGHTING STUDY: ASSESSED THE NEED FOR MAINTENANCE AND ALTERATIONS TO THE AREA'S STREETLIGHTS AT ALL THE LMA BUS AND KEY TRAIN STOPS. 16. LMA SIGN PROGRAM: COMPLETED THE DESIGN AND CITY APPROVALS FOR AND BEGAN THE NEXT PHASE INSTALLATION OF THE LMA WAY FINDING PROGRAM. 17. RIVERWAY CROSSWALK INSTALLATION: ADVOCATED FOR AND ASSISTED IN COORDINATION OF THE CONSTRUCTION BY THE STATE OF CROSSING RAMPS ALONG THE RIVERWAY. SIXTEEN LOCATIONS COMPLETED OR SCHEDULED WITH A GRANT FROM DCR PARTNERSHIP MATCHING FUNDS. 18. BICYCLE PARKING DATABASE: UPDATED THE DATABASE AND MAPS THAT TRACK MEMBERS' PUBLIC AND PRIVATE BICYCLE PARKING INFRASTRUCTURE IN THE LMA. 19. UNIVERSAL ACCESS/ADA SURVEY: TO IMPROVE ACCESS CONDITIONS UPDATED LMA-WIDE UNIVERSAL ACCESSIBILITY SURVEY OF SIDEWALKS ON ALL PUBLIC AND PRIVATE STREETS, IDENTIFYING PRIORITY LOCATIONS FOR SIDEWALK AND RAMP REPLACEMENTS FOR REVIEW WITH STATE AND CITY AGENCIES. 20. DO NOT BLOCK THE BOX: CONTINUED WORKING WITH BOSTON POLICE DEPARTMENT ON ENFORCEMENT OF DON'T BLOCK THE BOX. 21. TRANSPORTATION VISION: COMPLETED THIRD YEAR OF LONG RANGE LMA TRANSPORTATION VISIONING STUDY INCLUDING 20-YEAR DEVELOPMENT PROJECTION FOR LMA AND LOADING/DELIVERY STUDY AND POLICY RECOMMENDATIONS. |
| FORM 990, PART III, LINE 4C | URBAN RING: PLAN FOR FUTURE STATE TRANSIT SERVICE TO THE LMA 1. COMPLETED ECONOMIC VALUE STUDY ON THIS TRANSPORTATION IMPROVEMENT. HIRED REBRANDING FIRM AND CONDUCTED FOCUS GROUPS ON WHY THIS SERVICE IS IMPORTANT TO THE METROPOLITAN BOSTON AREA. GOVERNMENT/COMMUNITY RELATIONS: ASSIST COMMUNITY AND POLICY LEADERS IN STRATEGIC AREAS OF WORKFORCE DEVELOPMENT, OPEN SPACE AND COMMUNITY DEVELOPMENT 1. WORKED WITH OR FINANCIALLY CONTRIBUTED TO COMMUNITY GROUPS SUCH AS: FRIENDS OF THE MUDDY RIVER, FRIENDS OF RAMLER PARK, EMERALD NECKLACE CONSERVANCY, MISSION HILL YOUTH COLLABORATIVE, MISSION HILL MAIN STREETS PROGRAM, FENWAY CIVIC ASSOCIATION, FENWAY COMMUNITY DEVELOPMENT CORP, MISSION HILL NEIGHBORHOOD SERVICES, AND ROXBURY TENANTS OF HARVARD. 2. WORKED WITH NEIGHBORHOOD GROUPS, AND MCPHS UNIVERSITY, TO IDENTIFY COMMUNITY NEEDS (WIGGLESWORTH/WORTHINGTON); SUCCESSFULLY ADVOCATED WITH DPW AND BOSTON PARKS TO IMPLEMENT SHORT TERM SIDEWALK SAFETY IMPROVEMENTS, AND COACHED NEIGHBORHOOD ON HOW TO ENTER THESE STREETS INTO CITY QUEUE FOR TREE PRUNING AND FUTURE STREET REDESIGN PROCESS. LONG- RANGE PLANNING/DEVELOPMENT COORDINATION, PLANNING OPERATIONS, CITY SERVICES AND CONSTRUCTION COORDINATION: REDUCE IMPACTS OF DEVELOPMENT ON CITY AND NEIGHBORHOODS 1. PLANNING/DEVELOPMENT COORDINATION: A. PROVIDED ASSISTANCE TO SIMMONS AND BIDMC REGARDING THEIR IMP RENEWAL. B. CONVENED STRATEGIC PLANNING COMMITTEE AND LAND USE ATTORNEYS, DEVELOPED REDLINE LEGAL COMMENTS TO ASSIST BRA ON DRAFT IMP POLICY. C. ENGAGED SASAKI PROFESSIONAL INTERN PROGRAM TO COMPLETE URBAN DESIGN STUDY FOCUSED ON COLLEGE MEMBERS' CAMPUS NEEDS. D. AVENUE OF THE ARTS DESIGN GUIDELINES: PARTICIPATED IN COMMUNITY PROCESS FOR THIS BRA PROJECT TO DEVELOP PUBLIC REALM DESIGN GUIDELINES FOR DEVELOPMENTS ALONG THE AVENUE UP TO LONGWOOD. E. DATA CAMPAIGN: COMPLETED DEPARTMENTAL COMPILATION AND ANALYSIS OF 2013 DATA, DEVELOPMENT OF KEY MESSAGES AND NEW LMA FACTSHEET. F. BANNERS: PROVIDED TECHNICAL ASSISTANCE TO BWH, WIT, SC, BIDMC, MCA REGARDING BANNER APPROVALS FROM THE CITY. G. MAPS: COMPLETED UPDATE OF POLITICAL MAPS AND TRANSPORTATION CORRIDOR MAP WITH 2014 ELECTED OFFICIALS AND 2013 LMA EMPLOYEE DATA. THESE HELP MASCO ADVOCATE FOR BETTER TRANSPORTATION SERVICE BY SHOWING THAT LMA EMPLOYEES COME FROM ALMOST EVERY DISTRICT IN THE STATE. CREATED GIS MAPS OF SHUTTLE ROUTES. UPDATED SYSTEM WITH NEW UTILITY, BUILDING AND TRANSPORTATION DATA LAYERS. H. STREET FURNITURE: PURCHASED AND INSTALLED 14 BIGBELLY SOLAR COMPACTORS, 73 NEW BENCHES, AND 12 NEW METAL TRASH RECEPTACLES FOR THE AREA. DEVELOPED AND IMPLEMENTED AN AREA WIDE ASSET MAINTENANCE PROGRAM. I. TO BENEFIT COMMUNITY MEMBERS, UPDATED THE HOW TO APPLY FOR JOBS IN THE LMA BOOKLET TO ACCURATELY REFLECT INSTITUTIONS' JOB APPLICATION SYSTEMS. 2. MAPPING: A. CREATED GIS MAPS OF SHUTTLE ROUTES. UPDATED SYSTEM WITH NEW UTILITY, BUILDING AND TRANSPORTATION DATA LAYERS. 3. CONSTRUCTION COORDINATION: A. SUCCESSFULLY WORKED WITH ABUTTERS, STATE AND CITY AGENCIES TO REPAVE SECTIONS OF BROOKLINE AVENUE AND THE RIVERWAY. B. SENT OUT 256 MEMBER ADVISORIES; COORDINATED 18 BUILDING, STREET PAVING, AND INFRASTRUCTURE PROJECTS; HELD 10 CONSTRUCTION COORDINATION MEETINGS. C. SERVED AS COMMUNICATION POINT TO GET INFORMATION OUT TO THE LMA COMMUNITY AND TO THE ARMY CORPS OF ENGINEERS (ACE). PROVIDED 24/7 ACCESS TO LMA EMERGENCY COMMUNICATIONS. WORKED WITH ACE TO PURCHASE AND INSTALL NEW SIGNAGE TO DIRECT PEDESTRIANS AND TRAFFIC DURING DETOURS. D. INCORPORATED THE ROXBURY TENANTS OF HARVARD AND SAMUELS AND ASSOCIATES CONSTRUCTION MANAGEMENT TEAMS INTO THE MASCO CONSTRUCTION COORDINATION GROUPS. 4. CITY SERVICES: A. REPORTED AND FOLLOWED UP ON 137 INCIDENCES WITH UTILITY COMPANIES, CITY AND STATE AGENCIES, AND MASCO OPERATIONS REGARDING: STREET LIGHT OUTAGES, POTHOLES, SINK HOLES, DAMAGED STREET SIGNS, TRAFFIC LIGHT ISSUES, GRAFFITI REMOVAL, LEAF REMOVAL, STREET AND SIDEWALK REPAIR, AND FLOODING ISSUES. B. SURVEYED AND ASSESSED THE NEED FOR SNOW REMOVAL IN AND AROUND THE LMA AFTER EACH SIGNIFICANT SNOW EVENT. COORDINATED WITH THE ABUTTERS, THE BOSTON DPW, THE TOWN OF BROOKLINE, AND THE STATE ON THE REMOVAL OF SNOW BANKS THAT CAUSED IMPACTS TO VEHICLES AND PEDESTRIANS. SUSTAINABILITY: ENHANCE SUSTAINABILITY PROGRAMS AND OUTCOMES IN THE LMA 1. FORUM ON SUSTAINABLE FOOD PURCHASING: CONVENED A FORUM FOR MEMBERS' FOOD SERVICE PROVIDERS, PURCHASING AGENTS AND SUSTAINABILITY LEADERS, TO ADVANCE PURCHASING OF SUSTAINABLE, LOCAL AND ORGANIC FOOD IN THE LMA, WITH THE GOAL OF HEALTHIER OUTCOMES FOR PATIENTS, STUDENTS AND STAFF AND REDUCTION OF MEMBERS' ENVIRONMENTAL IMPACTS. 2. ENVIRONMENTALLY PREFERRED PURCHASING (EPP): COMPLETED REPORTS AND MODEL ON ENVIRONMENTAL AND HEALTH IMPACTS OF INSTITUTIONAL PURCHASING (DR. NORRIS, HSPH) COMPARED WITH AVERAGE U.S. HOSPITAL AND COLLEGE DATA; THIS HOSPITAL PURCHASING IMPACT ESTIMATOR (HPIE) WAS PROVIDED TO MEMBERS FOR THEIR DEVELOPMENT OF METRICS. 3. ENERGY: HOSTED TECHNICAL SESSION WITH NSTAR AND NATIONAL GRID REGARDING THEIR COLLEGE AND HOSPITAL ENERGY EFFICIENCY PROGRAMS AND REBATES FOR NEW AND EXISTING BUILDINGS. HOSTED SESSION WITH POWER OPTIONS REGARDING THE STATE'S RENEWABLE ENERGY CREDIT (REC) PROGRAM TO ASSIST MEMBERS IN ADVANCING OPTIONS FOR "GREEN" ENERGY SUPPLY AND CARBON REDUCTIONS. 4. GREEN@LMA: COMPLETED 3 ISSUES OF THE GREEN@LMA FEATURING MEMBERS' SUSTAINABILITY ACCOMPLISHMENTS, DIRECTED TOWARDS AN AUDIENCE OF PUBLIC POLICY MAKERS. 5. EARTH DAY: TO ASSIST MEMBERS IN ENGAGING THEIR COMMUNITIES IN ADDITIONAL ENVIRONMENTAL STEWARDSHIP, COMPILED INFORMATION ON EARTH DAY EVENT IDEAS AND AWARDS. 6. GREEN LABS: HELD TWO GREEN LABS BEST PRACTICES MEETINGS: ONE ON COMPOSTING OF ANIMAL WASTE BEDDING, HIGHLIGHTING DFCI'S SYSTEM WHICH REDUCES THEIR VOLUME OF WASTE DISPOSED; AND ONE ON ENERGY SAVINGS RELATED TO ULTRA LOW TEMPERATURE FREEZERS, FOCUSING ON HARVARD'S INCENTIVE PROGRAM. |
| FORM 990, PART III, LINE 4C | ENERGY/INFRASTRUCTURE: PLAN FOR FUTURE INFRASTRUCTURE IMPROVEMENTS 1. UTILITY RESILIENCY PLANNING: HELD ANNUAL ENGINEERS MEETING WITH BOSTON WATER AND SEWER TO UPDATE MEMBERS ON INFRASTRUCTURE UPGRADES AND RESILIENCY PLANNING IN LMA FOR WATER, SEWER AND STORM DRAIN SYSTEM. 2. LEGISLATIVE AND POLICY INITIATIVES: CONVENED MEMBER AD HOC GROUP TO DEVELOP AND IMPLEMENT LMA ADVOCACY STRATEGIES REGARDING CITY OR STATE REGULATORY INITIATIVES ON: FLAME RETARDANT CHEMICALS IN FURNITURE (BOSTON); CLIMATE ACTION PLAN UPDATE (BOSTON); CARBON TAX LEGISLATION (STATE); MEPA CLIMATE CHANGE ADAPTATION AND RESILIENCY POLICY (STATE); MASS ENERGY EFFICIENCY ADVISORY COUNCIL'S 2016-2018 ENERGY EFFICIENCY PLANS (STATE). OPEN SPACE: IMPROVE PHYSICAL ENVIRONMENT THROUGH STUDIES AND IMPLEMENTATION 1. TREE CONDITIONS ANALYSIS & CARE RECOMMENDATIONS: HIRED LANDSCAPE ARCHITECT TO REVIEW LMA TREE CONDITIONS AND RECOMMEND FUTURE PLANTING PLAN, REVIEWED WITH AND ACCEPTED BY CITY PARKS DEPARTMENT. 2. BLACKFAN BEAUTIFICATION: TO CREATE A MORE ATTRACTIVE STREET, COMPLETED INSTALLATION OF DESIGN INCLUDING 23 PLANTERS, OVER 3,000 PERENNIALS, 17 TREES, 55 SHRUBS AND 700 BULBS. LEVERAGED $87,000 IN FUNDING FROM ABUTTERS. HELD 'BANDS ON BLACKFAN' EVENT WITH A BAND AND FOOD TRUCKS TO ENCOURAGE USE OF BEAUTIFIED AREA. 3. EVANS WAY: INSTALLED 500 DAFFODIL BULBS AND COMPLETED CARE OF PEDESTRIAN ISLAND PLANTINGS ON EVANS WAY. 4. HUNTINGTON AVE.: UPHOLDING PRIVATE COMMITMENT TO CITY AS STEWARD OF 225 TREES ON HUNTINGTON AVE., COMPLETED IRRIGATION SYSTEM MAINTENANCE AND REPAIRS DUE TO CONSTRUCTION. COMPLED ANNUAL MAINTENANCE (SPRING CLEAN-UP, RICE STONE IN TREE PITS, BI-ANNUAL TREE INSPECTION AND FERTILIZATION). 5. GATEWAY PLANTERS:COMPLETED SEASONAL PLANTINGS (4/YR.) AND MAINTENANCE OF 7 MEDIAN AND SIDEWALK PLANTERS NEAR RIVERWAY/FRANCIS/BROOKLINE INTERSECTIONS. 6. AVENUE LOUIS PASTEUR/OSCAR TUGO CIRCLE: CITY PARKS DEPARTMENT APPROVED MASCO PROPOSAL FOR USE OF INNOVATIVE TREATMENT TO SAVE REMAINING LEGACY TREES ON AVENUE LOUIS PASTEUR/OSCAR TUGO CIRCLE; COMPLETED IMPLEMENTATION IN SPRING. 7. BROOKLINE AVE. HANGING BASKETS: TO MAKE BROOKLINE AVENUE MORE ATTRACTIVE FOR PATIENTS, STUDENTS, VISITORS, AND EMPLOYEES, COMPLETED FOURTH SUMMER PROGRAM INCLUDING 68 FLOWER BASKETS ON 17 STREET LIGHT POLES. 8. TECHNICAL ASSISTANCE: COMBINED SIMMONS AND MASCO TREE PRUNING NEEDS INTO ONE CONTRACT, COMPLETED PRUNING OF OVER 60 TREES FROM FENWAY TO LONGWOOD ON BROOKLINE AVE., AVE. LOUIS PASTEUR AND MELNEA CASS BLVD. 9. OPEN SPACE ADVOCACY: ADVOCATED FOR LMA FLOOD CONTROL THROUGH A LETTER TO PRESIDENT OBAMA FOR MUDDY RIVER PHASE II FUNDING; SERVED ON EMERALD NECKLACE CONSERVANCY (ENC) PARK OVERSEER'S COMMITTEE, ENC STRATEGIC PLANNING MANAGEMENT AND GOVERNANCE SUBCOMMITTEE; AND SERVED ON THE MUDDY RIVER MAINTENANCE AND MANAGEMENT OVERSIGHT COMMITTEE (MMOC) FOR THE MUDDY RIVER RESTORATION PROJECT. 10. INTRA-INSTITUTIONAL CONNECTIONS: ANALYZED PEDESTRIAN PATHWAYS AND RECOMMENDED SAFETY AND BEAUTIFICATION CONCEPTS FOR BINNEY STREET, WORKING WITH LANDSCAPE ARCHITECT TO COMPLETE DESIGN. |
| FORM 990, PART VI, SECTION A, LINE 2 | IN SOME INSTANCES, DIRECTORS OF THE ORGANIZATION (MASCO) HAVE A BUSINESS RELATIONSHIP STRUCTURED IN THE FOLLOWING MANNER: BETH ISRAEL DEACONESS MEDICAL CENTER, BUSINESS RELATIONSHIP: DR. KEVIN TABB, M.D., PRESIDENT & CEO NANCY FORMELLA, RN, COO BRIGHAM & WOMENS HOSPITAL, BUSINESS RELATIONSHIP: ELIZABETH G. NABEL, M.D., PRESIDENT MAIREAD HICKEY, PH.D., EXECUTIVE V.P. & COO CHILDREN'S HOSPITAL, BUSINESS RELATIONSHIP: DICK ARGYS, SENIOR V.P. & CAO SANDRA L. FENWICK, PRESIDENT DANA-FARBER CANCER INSTITUTE, BUSINESS RELATIONSHIP: EDWARD J. BENZ, JR., M.D., PRESIDENT STEPHEN P. KOSTER, ESQ., DIRECTOR AT LARGE DOROTHY PUHY, EVP, SECOND REPRESENTATIVE FROM DFCI EMMANUEL COLLEGE, BUSINESS RELATIONSHIP: SISTER JANET EISNER, SND, PRESIDENT THOMAS HYNES, TRUSTEE HARVARD UNIVERSITY, BUSINESS RELATIONSHIP: JEFFREY S. FLIER, M.D., DEAN OF FACULTY JOHN CZAJKOWSKI, EXECUTIVE DEAN FOR ADMINISTRATION MEREDITH WEENICK, VICE PRESIDENT CAMPUS SERVICES ISABELLA STEWART GARDNER MUSEUM, BUSINESS RELATIONSHIP: ANNE HAWLEY, DIRECTOR PETER M. BRYANT, CHIEF OPERATING OFFICER MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES, BUSINESS RELATIONSHIP: CHARLES F. MONAHAN, JR., PRESIDENT MARK FULLER, TRUSTEE TEMPLE ISRAEL, BUSINESS RELATIONSHIP: KATHY WEINMAN, PRESIDENT DAN DEUTSCH, EXECUTIVE DIRECTOR WHEELOCK COLLEGE, BUSINESS RELATIONSHIP: JACKIE JENKINS-SCOTT, PRESIDENT EDWARD H. LADD, TRUSTEE |
| FORM 990, PART VI, SECTION A, LINE 6 | MASCO CONSISTS OF A NUMBER OF MEMBER INSTITUTIONS THAT HAVE FULL AND EXCLUSIVE VOTING RIGHTS AND ARE REFERRED TO AS MEMBERS OF THE CORPORATION. VOTING MEMBERSHIP IN THE CORPORATION IS LIMITED TO ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXATION UNDER THE PROVISIONS OF SECTION 501(C)(3) OR SECTION 115 OF THE INTERNAL REVENUE CODE. MEMBERS ARE REPRESENTED AT ANY MEETING OF THE MEMBERS BY THEIR RESPECTIVE CHIEF EXECUTIVE OFFICER, A MEMBER OF THEIR GOVERNING BOARD, OR BY SUCH PERSON AS MAY BE DESIGNATED IN WRITING AND DELIVERED TO THE PRESIDENT OR CLERK OF THE CORPORATION. EACH MEMBER OF THE CORPORATION SHALL CONTINUE TO BE A MEMBER UNTIL SUCH MEMBER'S DISSOLUTION OR RESIGNATION OR UNTIL SUCH MEMBERSHIP IS TERMINATED AS PROVIDED BY THE BY-LAWS OR BY ACTION OF THE MEMBERS OR DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | A WRITTEN NOTICE OF EVERY MEETING OF MEMBERS STATING THE PLACE, DAY AND HOUR AND THE PURPOSE FOR WHICH THE MEETING IS CALLED SHALL BE GIVEN BY THE CLERK OR OTHER PERSON CALLING THE MEETING AT LEAST 7 DAYS BEFORE THE MEETING TO EACH MEMBER. EACH MEMBER ENTITLED TO VOTE SHALL HAVE ONE VOTE ON EVERY MATTER CONSIDERED AT A MEETING OF MEMBERS AND MAY VOTE EITHER IN PERSON THROUGH ITS REPRESENTATIVE OR BY WRITTEN PROXY DATED NOT MORE THAN 3 MONTHS BEFORE THE MEETING. ANY ELECTION BY MEMBERS FOR ANY OFFICE SHALL BE DETERMINED BY A PLURALITY OF THE VOTES CAST BY THE MEMBERS ENTITLED TO VOTE IN THE ELECTION. ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT ANY MEETING OF THE MEMBERS MAY BE TAKEN WITHOUT A MEETING IF ALL MEMBERS ENTITLED TO VOTE ON THE MATTER CONSENT TO THE ACTION IN WRITING AND WRITTEN CONSENTS ARE FILED WITH THE RECORDS OF THE MEETINGS OF MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COMPLETE COPY OF FORM 990 AND ALL RELATED SCHEDULES IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS BEFORE THE FORM 990 IS FILED. MASCO NOTIFIED BOARD MEMBERS BY E-MAIL THAT THE FORM 990 WAS AVAILABLE TO BE VIEWED. THE E-MAIL CONTAINED A LINK TO THE PASSWORD-PROTECTED WEBSITE WHERE THE ENTIRE FORM 990 COULD BE VIEWED. |
| FORM 990, PART VI, SECTION B, LINE 12C | MASCO DOES REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AS FOLLOWS: A COPY OF THE POLICY IS DISTRIBUTED AT THE ANNUAL BOARD MEETING AND ALSO WITH THE ANNUAL DISCLOSURE PACKET. MASCO REQUESTS ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE STATEMENT, WHICH ASKS THE INDIVIDUAL COMPLETING THE STATEMENT TO DESCRIBE ANY EXISTING CONFLICT OR STATE THAT HE OR SHE IS AWARE OF NONE. MASCO'S GOVERNING BOARD ACTIVELY ADDRESSES POTENTIAL CONFLICTS OF INTEREST AT MEETINGS WHERE NEW TRANSACTIONS ARE CONTEMPLATED. MASCO REQUIRES EACH DIRECTOR, OFFICER AND KEY EMPLOYEE TO COMPLETE A QUESTIONNAIRE IN ADDITION TO THE ANNUAL DISCLOSURE STATEMENT, WHICH SERVES BOTH TO ASSIST MASCO IN COMPLETING FORM 990 AND TO FURTHER ENSURE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. MASCO ACTIVELY ENGAGES ITS DIRECTORS, OFFICERS, OR KEY EMPLOYEES TO ASSURE RECEIPT OF THIS INFORMATION ON AN ANNUAL BASIS. THE GENERAL COUNSEL OF THE ORGANIZATION REVIEWS ALL QUESTIONNAIRES AND DISCLOSURE STATEMENTS. IN THE EVENT THAT SHE DETERMINES THERE IS A POTENTIAL CONFLICT, THE GENERAL COUNSEL WILL NOTIFY THE PRESIDENT OF THE ORGANIZATION AND, IF NECESSARY IN THE JUDGMENT OF GENERAL COUNSEL AND/OR THE PRESIDENT, OUTSIDE COUNSEL TO THE ORGANIZATION. IF A POTENTIAL CONFLICT ARISES INVOLVING THE GENERAL COUNSEL OR THE PRESIDENT OF THE ORGANIZATION, THAT INDIVIDUAL WILL NOT TAKE PART IN THE REVIEW MATTER, AND THE MATTER WILL BE REVIEWED BY AN APPROPRIATE ALTERNATE OFFICER AND/OR OUTSIDE COUNSEL. DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE BY THE CHAIRMAN OF THE BOARD IN CONSULTATION WITH THE EXECUTIVE COMMITTEE OF THE ORGANIZATION IN CONSULTATION WITH THE GENERAL COUNSEL AND, IF DESIRABLE IN THE JUDGMENT OF GENERAL COUNSEL, OUTSIDE SPECIALTY COUNSEL. ANY MEMBER OF THE EXECUTIVE COMMITTEE WHO IS THE SUBJECT OF A POTENTIAL CONFLICT WOULD NOT TAKE PART IN THE DETERMINATION. RESTRICTIONS ON THE INDIVIDUAL DETERMINED TO HAVE A CONFLICT ARE DETERMINED BY THE EXECUTIVE COMMITTEE, IN CONSULTATION WITH THE GENERAL COUNSEL AND WOULD RANGE FROM THAT INDIVIDUAL'S RECUSAL FROM CONSIDERATION OF THE MATTER AT HAND TO THAT INDIVIDUAL'S RESIGNATION FROM THE BOARD, DEPENDING ON THE NATURE OF THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | MASCO RETAINS THE ASSISTANCE OF AN INDEPENDENT COMPENSATION EXPERT TO PROVIDE ASSISTANCE AND GUIDANCE TO THE COMPENSATION COMMITTEE. THE COMMITTEE MEETS TWICE YEARLY TO DISCUSS OVERALL COMPENSATION GUIDELINES FOR MERIT AND INCENTIVE COMPENSATION; AS WELL AS THE SPECIFIC PERFORMANCE OF THE CEO AND MEMBERS OF THE EXECUTIVE STAFF. THE COMPENSATION COMMITTEE IS INDEPENDENT OF ANYONE WHOSE COMPENSATION IS AT ISSUE. INDIVIDUALS WHO ARE NOT INDEPENDENT IN A PARTICULAR CASE WILL RECUSE THEMSELVES. THESE PROCEDURES ARE DESIGNED TO ESTABLISH THE SO-CALLED "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE REGULATIONS TO SECTION 4958 OF THE INTERNAL REVENUE CODE (INTERMEDIATE SANCTIONS). THE EXECUTIVE STAFF INCLUDES ALL VICE PRESIDENTS AND THE GENERAL COUNSEL. THE COMPENSATION COMMITTEE EXPERT ATTENDS EACH OF THOSE MEETINGS, INCLUDING THE EXECUTIVE SESSION. THE CEO PROVIDES THE COMPENSATION COMMITTEE WITH FEEDBACK FROM MEMBERS CONCERNING THE PERFORMANCE OF THE COMPANY, AS WELL AS HER EVALUATION OF HER STAFF'S PERFORMANCE. THE COMPENSATION EXPERT COMPARES THE CASH AND NON-CASH COMPENSATION WITH THAT OF SIMILARLY SITUATED ORGANIZATIONS BOTH REGIONALLY AND INTERNATIONALLY. IN ADDITION, THE COMPENSATION COMMITTEE REVIEWS COMPENSATION AND ADJUSTMENT RECOMMENDATIONS WITH ACTIONS BEING UNDERTAKEN BY MEMBER ORGANIZATIONS. MINUTES ARE KEPT OF THESE MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICE EXPENSE- AREA PLANNING AND OPERATIONS PROJECTS: PROGRAM SERVICE EXPENSES 1,004,342. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,004,342. CONTRACT SERVICE EXPENSE- PARKING AND TRANSPORTATION SHUTTLE SERVICES: PROGRAM SERVICE EXPENSES 7,349,257. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,349,257. CONTRACT SERVICE EXPENSE- OPERATION OF OFFICE BUILDING AND ATTACHED GARAGE: PROGRAM SERVICE EXPENSES 1,086,617. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,086,617. CONTRACT SERVICE EXPENSES- VARIOUS OTHER: PROGRAM SERVICE EXPENSES 164,929. MANAGEMENT AND GENERAL EXPENSES 110,468. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 275,397. |
| FORM 990, PART XI, LINE 9: | ROUNDING 3. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASCO SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043198155 | EIN |
| Primary Activities | TELECOMMUNICATIONS, GROUP PURCHASING, ADMINISTRATIVE SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $4,640 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,768,136 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MASCO SERVICES INC | ||
| A | $244,272 | LEASE AGREEMENT |
| MASCO SERVICES INC | ||
| L | $179,535 | MARKET RATE |
| MASCO SERVICES INC | ||
| M | $872,789 | MARKET RATE |
| MASCO SERVICES INC | ||
| Q | $242,976 | ACTUAL COSTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2, COLUMN C: | FormAndLineReferenceDesc |
| Explanation | THE RENT PAID BY MASCO SERVICES, INC. TO MASCO, INC. IS A QUALIFIED, SPECIFIED PAYMENT WITHIN THE MEANING OF IRC SECTION 512(B)(13). | ExplanationTxt |
Comments