THE LONGWOOD COLLECTIVE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE LONGWOOD COLLECTIVE INC (EIN 04-2507445)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-07
- IRS object ID
- 201501279349301750
- Schema version
- 2013v4.0
- 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 | 2015-05-07T14:05:31-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | COMMUNITY ORGANIZATION INC | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLI G ROTH | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 6176322788 | PhoneNum |
| Signature | 2015-05-01 | 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 | 2015-03-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,409,490 | 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 | 19 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $431,805 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $81,445 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,782,355 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,200,559 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,369,134 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,432,099 | CYInvestmentIncomeAmt |
| PY Other Revenue | $699,950 | PYOtherRevenueAmt |
| CY Other Revenue | $676,077 | CYOtherRevenueAmt |
| PY Total Revenue | $26,851,439 | PYTotalRevenueAmt |
| CY Total Revenue | $26,308,735 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $41,702 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,349,099 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,400,466 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,683,193 | PYOtherExpensesAmt |
| CY Other Expenses | $21,655,958 | CYOtherExpensesAmt |
| PY Total Expenses | $24,073,994 | PYTotalExpensesAmt |
| CY Total Expenses | $24,095,624 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,777,445 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,213,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,313,717 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,587,460 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,742,052 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,370,555 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,571,665 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,216,905 | 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 | $17,384,901 | ExpenseAmt |
| Revenue | $19,199,229 | 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 | $1,847,899 | ExpenseAmt |
| Grant | $30,000 | GrantAmt |
| Revenue | $4,176,229 | 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 | $3,077,569 | ExpenseAmt |
| Grant | $9,200 | GrantAmt |
| Revenue | $825,101 | 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 | $22,310,369 | 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 | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176322851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
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 | ||
| DICK ARGYS | |||||||
| 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 | ||
| THOMAS HYNES | |||||||
| 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 | ||
| 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 | ||
| RACHEL STETTLER | |||||||
| 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 | ||
| KATHY WEINMAN | |||||||
| 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 | ||
| EDWARD H LADD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN DEUTSCH | |||||||
| 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 | ||
| NANCY FORMELA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK FULLER | |||||||
| 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 | ||
| DOROTHY PUHY | |||||||
| DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN SWARTZ-LLOYD | |||||||
| PRESIDENT | 40.00 | Yes (X) | $383,205 | $0 | $35,271 | Yes (X) | |
| HOLLI G ROTH | |||||||
| V.P. & C.F.O. | 36.00 | $212,620 | $0 | $45,780 | Yes (X) | ||
| DAVID EPPSTEIN | |||||||
| V.P. OPERATIONS | 40.00 | $220,285 | $0 | $18,178 | Yes (X) | ||
| JAY BOTHWICK | |||||||
| CLERK | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SARAH HAMILTON | |||||||
| V.P. AREA PLANNING | 40.00 | $189,812 | $0 | $42,862 | Yes (X) | ||
| NORVA KENNARD | |||||||
| GENERAL COUNSEL | 30.00 | $176,904 | $0 | $19,347 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,182,826 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $161,438 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 | $24,200,559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,200,559 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,200,559 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $859,204 | TotalRevenueColumnAmt |
| Exclusion | $859,204 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $422,158 | 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 | $422,158 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $422,158 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $177,886 | UnrelatedBusinessRevenueAmt |
| Exclusion | $244,272 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,673,650 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,039,519 | SecuritiesAmt |
| Other | $61,236 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $634,131 | SecuritiesAmt |
| Other | -$61,236 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $572,895 | TotalRevenueColumnAmt |
| Exclusion | $572,895 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| ADMIN. SERVICES | 561000 | $199,806 | $199,806 |
| ADVERTISING INCOME | 541800 | $54,113 | $54,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $253,919 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,308,735 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,200,559 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $431,805 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,676,371 | 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 | $39,200 | TotalAmt |
| Program Services | $39,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905,843 | TotalAmt |
| Program Services | $188,988 | ProgramServicesAmt |
| Management And General | $716,855 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,576 | TotalAmt |
| Program Services | $773,942 | ProgramServicesAmt |
| Management And General | $381,634 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,697 | TotalAmt |
| Program Services | $111,878 | ProgramServicesAmt |
| Management And General | $20,819 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,209 | TotalAmt |
| Program Services | $77,465 | ProgramServicesAmt |
| Management And General | $17,744 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,141 | TotalAmt |
| Program Services | $61,748 | ProgramServicesAmt |
| Management And General | $49,393 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,495 | TotalAmt |
| Program Services | $83,491 | ProgramServicesAmt |
| Management And General | $50,004 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,974 | TotalAmt |
| Program Services | $47,870 | ProgramServicesAmt |
| Management And General | $32,104 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,824 | TotalAmt |
| Program Services | $64,824 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,190,728 | TotalAmt |
| Program Services | $11,052,525 | ProgramServicesAmt |
| Management And General | $138,203 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,634,565 | TotalAmt |
| Program Services | $6,575,520 | ProgramServicesAmt |
| Management And General | $59,045 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,543 | TotalAmt |
| Program Services | $4,770 | ProgramServicesAmt |
| Management And General | $4,773 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,189 | TotalAmt |
| Program Services | $24,996 | ProgramServicesAmt |
| Management And General | $14,193 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,408 | TotalAmt |
| Program Services | $417,408 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034,034 | TotalAmt |
| Program Services | $987,550 | ProgramServicesAmt |
| Management And General | $46,484 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,780 | TotalAmt |
| Program Services | $93,309 | ProgramServicesAmt |
| Management And General | $17,471 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TELEPHONE/UTILITIES | $451,778 | $376,191 | $75,587 |
| EQUIPMENT RENTAL/MAINT. | $263,450 | $194,733 | $68,717 |
| PROPERTY MAINTENANCE | $24,812 | $24,050 | $762 |
| SUPPLIES | $24,691 | $8,888 | $15,803 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,687 | TotalAmt |
| Program Services | $1,101,023 | ProgramServicesAmt |
| Management And General | $75,664 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,095,624 | TotalAmt |
| Program Services | $22,310,369 | ProgramServicesAmt |
| Management And General | $1,785,255 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,037,715 | BOYAmt |
| EOY | $1,430,439 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,988 | BOYAmt |
| EOY | $2,742,522 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,644 | BOYAmt |
| EOY | $548,599 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,763 | BOYAmt |
| EOY | $434,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,387,758 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,750,655 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,358,606 | BOYAmt |
| EOY | $27,637,103 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,682,969 | BOYAmt |
| EOY | $16,609,148 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,871,693 | BOYAmt |
| EOY | $13,979,057 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997,339 | BOYAmt |
| EOY | $1,206,589 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,313,717 | BOYAmt |
| EOY | $64,587,460 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,952,258 | BOYAmt |
| EOY | $1,104,780 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,026 | BOYAmt |
| EOY | $1,444,574 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,211,902 | BOYAmt |
| EOY | $14,689,690 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,866 | BOYAmt |
| EOY | $131,511 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,742,052 | BOYAmt |
| EOY | $17,370,555 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,668,789 | BOYAmt |
| EOY | $45,586,792 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,902,876 | BOYAmt |
| EOY | $1,630,113 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,571,665 | BOYAmt |
| EOY | $47,216,905 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,313,717 | BOYAmt |
| EOY | $64,587,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,213,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,432,132 | 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 | $28,051,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,045,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,448,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,782,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,200,559 | CurrentTaxYearAmt |
| Total | $123,528,792 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,051,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,045,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,448,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,782,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,200,559 | CurrentTaxYearAmt |
| Total | $123,528,792 | 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 | $123,528,792 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $841,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,021,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $953,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,153,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,103,476 | CurrentTaxYearAmt |
| Total | $5,073,090 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $841,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,021,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $953,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,153,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,103,476 | CurrentTaxYearAmt |
| Total | $5,073,090 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,745 | CurrentTaxYearAmt |
| Total | $474,087 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,999,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,139,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,498,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,051,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,386,780 | CurrentTaxYearAmt |
| Total | $129,075,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95790 | PublicSupportPY509Pct |
| Investment Income CY | 0.03930 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03880 | 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 | $8,713 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,713 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,086,911 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,095,624 | 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 | $9,133 | CurrentYearMinus3Amt |
| Current Year Minus2 | $14,674 | CurrentYearMinus2Amt |
| Current Year Minus1 | $11,215 | CurrentYearMinus1Amt |
| Current Year | $8,713 | CurrentYearAmt |
| Total | $43,735 | 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 | $1,902,876 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $269,237 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $542,000 | OtherExpendituresAmt |
| End Year Balance | $1,630,113 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,596,488 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $394,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $139,000 | OtherExpendituresAmt |
| End Year Balance | $2,852,477 | 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 | $28,424,551 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,225,127 | DepreciationAmt |
| Book Value | $13,199,424 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $446,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $272,619 | DepreciationAmt |
| Book Value | $173,617 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,406,985 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,252,909 | DepreciationAmt |
| Book Value | $1,154,076 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,109,986 | OtherCostOrOtherBasisAmt |
| Book Value | $13,109,986 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,637,103 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GLOBAL ASSET ALLOCATION COMPOSITE | $8,554,051 | F |
| INTERNATIONAL EQUITY MUTUAL FUNDS | $2,005,076 | F |
| EMERGING EQUITY MUTUAL FUNDS | $1,627,112 | F |
| FIXED INCOME | $1,792,818 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,979,057 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RABBI TRUST | $16,362 |
| 457 PLAN | $115,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $131,511 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,740,867 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,432,132 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,432,132 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,308,735 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,308,735 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,095,624 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,095,624 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,095,624 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| FENWAY CDC | |||||||
| 73 HEMENWAY | BOSTON | MA | 02115 | 042666507 | 501(C)(3) | $26,000 | AFFORDABLE HOUSING INITITATIVE CONTRIBUTION & SPONSOR/DONATION |
| ABCD PARKER HILL-FENWAY | |||||||
| 714 PARKER ST | ROXBURY CROSSING | MA | 02120 | 042304133 | 501(C)(3) | $6,500 | 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 (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARILYN SWARTZ-LLOYD | ||||||||||||||
| PRESIDENT | $317,715 | $0 | $44,730 | $0 | $20,760 | $0 | $24,436 | $0 | $10,835 | $0 | $418,476 | $0 | $0 | $0 |
| HOLLI G ROTH | ||||||||||||||
| V.P. & C.F.O. | $180,094 | $0 | $29,671 | $0 | $2,855 | $0 | $20,811 | $0 | $24,969 | $0 | $258,400 | $0 | $0 | $0 |
| DAVID EPPSTEIN | ||||||||||||||
| V.P. OPERATIONS | $215,932 | $0 | $0 | $0 | $4,353 | $0 | $17,466 | $0 | $712 | $0 | $238,463 | $0 | $0 | $0 |
| SARAH HAMILTON | ||||||||||||||
| V.P. AREA PLANNING | $166,592 | $0 | $19,444 | $0 | $3,776 | $0 | $17,782 | $0 | $25,080 | $0 | $232,674 | $0 | $0 | $0 |
| NORVA KENNARD | ||||||||||||||
| GENERAL COUNSEL | $145,920 | $0 | $28,816 | $0 | $2,168 | $0 | $17,074 | $0 | $2,273 | $0 | $196,251 | $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'14 AND ACCRUED AS OF JUNE 30, 2014. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 042456011 | NONEAVAIL | 2007-07-19 | $13,277,784 | REFUND 1995 SERIES A ISSUE | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| B | 043431814 | NONEAVAIL | 2013-07-10 | $13,480,059 | PURCHASE NEW FLEET OF BUSES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $13,277,784 | $90,000 | $13,187,784 | 1991 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $13,480,059 | $187,103 | 2014 | 0 | 0 | Yes (1) | Yes (1) | $13,292,956 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | 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 | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART III, PRIVATE BUSINESS USE, LINE 9: | PRIOR TO FILING THIS FORM 990, THE ORGANIZATION ESTABLISHED WRITTEN PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS ARE REMEDIATED IN ACCORDANCE WITH THE REQUIREMENTS UNDER REGULATIONS 1.141-12 AND 1.145-2. |
| SCHEDULE K, PART V, PROCEDURES TO UNDERTAKE CORRECTIVE ACTION: | PRIOR TO FILING THIS FORM 990, THE ORGANIZATION ESTABLISHED WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER APPLICABLE REGULATIONS. |
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. PROVIDED DIRECT SERVICES TO LMA COMMUTERS THROUGH NEW EMPLOYEE ORIENTATIONS (92), BENEFIT FAIRS/INFORMATION TABLES (8), GENERAL INQUIRY PHONE CALLS/EMAILS (>500), AND COMMUTEWORKS PROGRAMS (COMMUTEFIT: 453, EMERGENCY RIDE HOME: 296, COMMUTESWAP: 6). 2. ASSISTED 9 INSTITUTIONS IN PREPARATION OF 2013 DEP RIDESHARE REPORTS AND REPORTING REFORM (BCH, BIDMC, BWH, DFCI, MCA, MCPHS, SC, WIT, HMS/HSPH). 3. PROMOTED BICYCLE COMMUTING BY PROVIDING 3 BIKE CLINICS FOR MEMBERS, LEADING SPRING BIKE WEEK REGISTRATION AND EVENTS, AND HOSTING SUMMER BIKE FRIDAY EVENTS. 4. ASSISTED 14 MEMBERS IN GAINING RECOGNITION MASSACHUSETTS EXCELLENCE IN COMMUTER OPTIONS (ECO) AWARDS. 5. IN THE CARPOOL INCENTIVE PROGRAM, 11 CARPOOLS REGISTERED IN FY13 AND ALL COMPLETED THE FULL 9 MONTH PROGRAM IN FY14. MARKETED STATE'S NEW RIDE MATCHING SERVICE (NURIDE) AND RE-MARKETED CARPOOL AND NEW VANPOOL INCENTIVE PROGRAM. 6. PLANNED AND IMPLEMENTED AN AREA-WIDE TRANSPORTATION DAY AT BLACKFAN CIRCLE WITH 450 ATTENDEES AND REPRESENTATION FROM 12 INSTITUTIONS. 7. RE-DESIGNED AND PRINTED NEW COMMUTEWORKS BROCHURES FOR DISTRIBUTION AT MEMBER ORIENTATIONS. 8. HELD BI-ANNUAL ETA BREAKFASTS TO MARKET AND PROMOTE COMMUTEWORKS PROGRAMS WITH COLLEGES. 9. MASCO RECEIVED A SILVER LEVEL AWARD FOR EFFORTS TO CREATE A BICYCLE-FRIENDLY WORKPLACE. TRANSPORTATION PLANNING/CAPITAL: IMPROVE ACCESS TO/IN THE LMA THROUGH STUDIES AND PHYSICAL IMPROVEMENTS 1. IMPLEMENTED MIDDAY TRAFFIC SIGNAL TIMING IMPROVEMENTS AT LONGWOOD AND BINNEY STREET AND LONGWOOD AND BLACKFAN ADDING 10 SECONDS OF GREEN TIME (240 CARS PER HOUR PER DIRECTION). LONGWOOD AVENUE VEHICLE QUEUES APPEAR SHORTER AND THERE IS MORE ROOM FOR TRAFFIC TURNING ONTO LONGWOOD FROM BINNEY STREET AND BLACKFAN. 2. WORKING WITH MEMBERS, COORDINATED WITH CITY TO INSTALL NEW PEDESTRIAN SIGNAL AT HUNTINGTON/WIGGLESWORTH STREET CROSSWALK. 3. EVALUATED FIFTEEN (X15) SIGNALIZED INTERSECTIONS TO ASSESS THE NEED FOR NO TURN ON RED SIGNAGE BASED ON TRAFFIC AND SAFETY CRITERIA. RECOMMENDED CHANGES AT SEVEN (X7) INTERSECTIONS THAT WOULD IMPROVE PEDESTRIAN SAFETY. 4. INVOLVED AS STAKEHOLDER IN CITY/STATE PLANNING IN FOLLOWING PROJECTS: URBAN RING CITIZEN'S ADVISORY COMMITTEE; MASSDOT'S BOWKER OVERPASS STUDY; ALLSTON TURNPIKE INTERCHANGE TASK FORCE. 5. AS A RESULT OF WORK WITH MBTA, 30 STOPS WERE ADDED TO THE WORCESTER/FRAMINGHAM LINE ON THE WEEKDAYS AT YAWKEY STATION. 6. ADVOCATED THROUGH BI-MONTHLY MEETINGS FOR IMPROVEMENTS TO MBTA SERVICE. SUCCESSES INCLUDED INCREASED RT. 47 SERVICE IN THE AM PEAK AND MORE THAN DOUBLING OF TRAIN STOPS AT NEW YAWKEY STATION (ALL 48 WEEKDAY TRAINS) FOR IMPROVED LMA SERVICE ON THE WORCESTER FRAMINGHAM LINE. 7. STAKEHOLDER IN CITY/STATE PLANNING FOR BOWKER OVERPASS AND A KENMORE SQUARE TURNPIKE RAMP STUDY. THE BOWKER OVERPASS WILL BE REPAIRED AND NOT BROUGHT TO GRADE, PROTECTING LMA AUTO ACCESS TO STORROW DRIVE. 8. ASSISTED BCH WITH NEW BUS SHELTER INSTALLATION AT LONGWOOD STOP, BIDMC WITH SHELTER SPECIFICATIONS AT SATELLITE CAMPUS, AND WITH SUCCESSFUL INSTALLATION OF BUS SHELTER AT LANDMARK CENTER. 9. PROMOTED LMA'S TRANSPORTATION NEEDS TO A NUMBER OF STATE LEGISLATORS WHOSE DISTRICTS INCLUDE COMMUTER RAIL LINES SERVED BY YAWKEY AND RUGGLES STATIONS. 10. INITIATED AND COMPLETED WITH MBTA, $25 MILLION FEDERAL FUNDING (TIGER) APPLICATION FOR THIRD RUGGLES STATION COMMUTER RAIL PLATFORM TO IMPROVE COMMUTER RAIL ACCESS FOR 40% OF TRAINS THAT CAN'T STOP AT RUGGLES. PROVIDED ADVOCACY AND TECHNICAL SUPPORT, TO GENERATE EXTENSIVE SUPPORT LETTERS AND UPDATE THE APPLICATION, WORKING WITH ADVOCATES IN WASHINGTON, THE MBTA, MAYOR WALSH'S OFFICE, BOSTON REDEVELOPMENT AUTHORITY, NORTHEASTERN, LOCAL COMMUNITY GROUPS AND LEGISLATORS. 11. EVALUATED OVER 20 REPLACEMENT PARKING SITES TO COVER SHORT TERM (1 1/2 YR) LOSS OF WENTWORTH LOT, DISCUSSING FEASIBILITY OF OPTIONS WITH CITY AND COMMUNITY, AND CONCLUDING SITE SELECTION PROCESS WITH MEMBERS. 12. DEVELOPING SECOND PHASE OF KARMA COMMUTING CAMPAIGN FOR COMMUTERS TO SUBMIT 'BEST' AND 'WORST' COMMUTING VIDEOS FOR PANEL OF EXPERTS' VOTE. THE SUCCESSFUL FIRST PHASE OF THE PROGRAM LAST YEAR GOT OVER 2,000 EMPLOYEE PLEDGES TO FOLLOW THE RULES OF THE ROAD FOR IMPROVED PUBLIC SAFETY. 13. METROPOLITAN AREA PLANNING COUNCIL (MAPC)/MASSACHUSETTS DOWNTOWN INITIATIVE PARKING CONFERENCE SPEAKER ON THE ROLE OF THE PRIVATE SECTOR IN REDUCING PARKING DEMAND THROUGH TRANSPORTATION DEMAND MANAGEMENT INITIATIVES. 14. PARTICIPATING IN CITY'S GREEN RIBBON COMMISSION TRANSPORTATION COMMITTEE REDUCE ENVIRONMENTAL IMPACTS OF TRANSPORTATION WITH INITIAL PROJECT OF DEVELOPING SCOPE OF SERVICES FOR CITY TRANSPORTATION VISION. 15. PARTICIPATING IN BARR/ROCKEFELLER FOUNDATION BRT STUDY GROUP TO ASSIST CITY IN IDENTIFYING APPROPRIATE OPPORTUNITIES TO IMPLEMENT BUS RAPID TRANSIT. 16. DEVELOPED SCOPE, ISSUED REQUEST FOR QUALIFICATIONS, INTERVIEWED SIX FIRMS AND SELECTED URBAN DESIGN TEAM TO DEVELOP MULTI-LEVEL ACCESS LMA VISION PLAN. INTERVIEWED MEMBERS AND OTHER ABUTTERS, ASSEMBLED BUILDING PLANS, AND CONDUCTED SITE WALKS TO COMPLETE A DRAFT LONG RANGE VISION WITH BIWEEKLY FEEDBACK FROM THE STRATEGIC PLANNING COMMITTEE (44 MEETINGS IN PHASE I). COMPLETED ASSESSMENT AND MAPPING OF MEMBERS' FUTURE CAMPUS BUILDING NEEDS. COMPILED PHOTOGRAPHY OF EXISTING CONDITIONS. UPDATED DEVELOPMENT PROJECTIONS. ACHIEVED CONSENSUS WITH STRATEGIC PLANNING, EXECUTIVE AND FINANCE COMMITTEES TO ENDORSE AND FUND NEXT PHASE OF WORK, BEGINNING WITH RETAINING 7 SUBSPECIALTY CONSULTANTS. 17. TO SUPPORT VISION AND IMPACTS OF HEALTHCARE OPERATIONS ON ROADWAY CONGESTION COMPLETED DATA COLLECTION AND OBSERVATIONS FOR 11 LOCATIONS ACROSS THE LMA INCLUDING VEHICLE TYPE, DURATION OF STAY AND TIME OF DAY FOR A PRIVATE CHAIR-CAR STUDY. 18. AS PART OF VISION COMPLETED LOADING AND DELIVERY STUDY TO IMPROVE AREA TRAFFIC FLOWS AND PEDESTRIAN SAFETY BY ALTERING THE WAY LOADING AND SERVICE VEHICLES OPERATE IN THE LMA AS A WHOLE. GATHERED DATA FROM MEMBERS TO GENERATE EXISTING LOADING AND TRUCK VOLUMES AND FUTURE NEEDS. DEVELOPED 0-10 YEAR BEST PRACTICES FOR LOADING/DELIVERIES AND CONVENED SUBCOMMITTEE TO DISCUSS IMPLEMENTATION OF WORTHY IDEAS. SIZED A SHARED WAREHOUSING AND DISTRIBUTION FACILITY EITHER ON OR OFF-SITE. 19. MET WITH SECURITY DIRECTORS REGARDING INTER-INSTITUTIONAL CONNECTIONS, CREATED MAP OF PATHWAYS AND ISSUE AREAS, DEVELOPED CRITERIA, COMPLETING EVALUATION OF EXISTING CONNECTIONS, REVIEWED TWO STREETS, AND BEGINNING DEVELOPMENT OF SPECIFIC IMPROVEMENT CONCEPTS. 20. COMPLETED CONCURRENT CROSS WALK PILOT STUDY AND IMPLEMENTED CONCURRENT PEDESTRIAN OPERATIONS AT TWO LOCATIONS: BROOKLINE AVENUE AND JIMMY FUND WAY/DEACONESS ROAD AND LONGWOOD AVENUE AND BINNEY STREET. DESPITE BENEFITS TO CONGESTION REDUCTION, DETERMINED THAT LOCATIONS ARE BETTER SUITED TO EXCLUSIVE PEDESTRIAN OPERATIONS. 21. COLLECTED PEDESTRIAN DATA FOR INFORMAL BROOKLINE AVENUE MIDBLOCK CROSSING. 22. TO IMPROVE ACCESS CONDITIONS COMPLETED 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. 23. CONTINUED WORKING WITH BOSTON POLICE DEPARTMENT ON ENFORCEMENT FOR DO NOT BLOCK THE INTERSECTION. BROOKLINE/FRANCIS AND BROOKLINE/RIVERWAY INTERSECTIONS SAW A 50% AND 63% RESPECTIVE REDUCTION IN THE NUMBER OF AM AND PM VIOLATIONS BASED ON PRE AND POST ENFORCEMENT FIELD OBSERVATIONS. 24. COMPLETED ANALYSIS OF POST-IMPLEMENTATION SURVEY OF BROOKLINE AVE BIKE LANE. RECOMMENDED BIKE FACILITIES ON LONGWOOD AVE, BINNEY STREET, BLACKFAN STREET AND AVENUE LOUIS PASTEUR AND OBTAINED MEMBER APPROVAL TO MOVE FORWARD WITH SHARED LANE MARKINGS ON LONGWOOD AVENUE IN FY15. |
| FORM 990, PART III, LINE 4C | URBAN RING: PLAN FOR FUTURE STATE TRANSIT SERVICE TO THE LMA 1. TO REFOCUS STATE ON THE IMPORTANCE OF RE-STARTING URBAN RING PLANNING, COMPLETING STUDY ON ECONOMIC VALUE OF THE TRANSIT INFRASTRUCTURE; WITH A BETTER CITY, BEGAN RE-BRANDING PROCESS. CO-SPEAKER WITH CITIES OF CAMBRIDGE, BOSTON AND ABC AT ARCHITECTURE BOSTON EXPO REGARDING HOW PRIVATE AND CITY AGENCIES HAVE MOVED AHEAD TO STUDY OR IMPLEMENT SEGMENTS OF THE SERVICE. GOVERNMENT/COMMUNITY RELATIONS: ASSIST COMMUNITY AND POLICY LEADERS IN STRATEGIC AREAS OF WORKFORCE DEVELOPMENT, OPEN SPACE AND COMMUNITY DEVELOPMENT 1. CONTRIBUTED FINANCIALLY TO COMMUNITY GROUPS SUCH AS: FRIENDS OF THE MUDDY RIVER, FRIENDS OF RAMLER PARK, EMERALD NECKLACE CONSERVANCY, MISSION HILL YOUTH COLLABORATIVE, FENWAY COMMUNITY DEVELOPMENT CORP., MISSION HILL MAIN STREETS PROGRAM, FENWAY CIVIC ASSOCIATION, AND OTHERS. 2. PURCHASED AND INSTALLED SIX BIGBELLY SOLAR COMPACTORS. PROPOSED AND GAINED APPROVAL FOR NEW AREA-WIDE BENCH STANDARD TO REPLACE 70 UNITS. 3. COORDINATED MEMBER CONTRIBUTIONS TO BOSTON SHINES CLEAN-UP DAY, WHICH PROVIDED FOOD AND REFRESHMENTS TO VOLUNTEERS IN THE FENWAY AND MISSION HILL NEIGHBORHOODS. 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. ASSISTED WITH BOSTON CHILDREN'S HOSPITAL INSTITUTIONAL MASTER PLAN (IMP) REVIEW BY SERVING ON THEIR COMMUNITY TASK FORCE, AND SPEAKING IN SUPPORT AT BRA AND HISTORIC COMMISSION HEARINGS. B. ASSISTED MASS PHARMACY (MCPHSU) IMP REVIEW BY SERVING ON THEIR COMMUNITY TASK FORCE AND HOSTING TWO LMA FORUM MEETINGS. REVIEWED AND COMMENTED ON OTHER DEVELOPMENT PLANS IN THE AREA INCLUDING LANDMARK CENTER AND WENTWORTH INSTITUTE OF TECHNOLOGY. C. PROVIDED TECHNICAL MASTER PLAN ASSISTANCE TO SIMMONS AND HARVARD MEDICAL SCHOOL. D. ORGANIZED STRATEGIC PLANNING COMMITTEE MEETING WITH THREE ACTIVE DEVELOPERS IN THE FENWAY AND RUGGLES AREAS TO DISCUSS OPPORTUNITIES TO FULFILL MEMBERS' STUDENT, PATIENT/FAMILY HOUSING AND OFFICE NEEDS. E. TO REPORT TO POLICY MAKERS ON THE AGGREGATE IMPACT OF MEMBERS, DISSEMINATED A 2014 DATA QUESTIONNAIRE TO MEMBERS AND BEGAN ANALYSIS. 2. MAPPING: A. CREATED GIS MAPS OF STREET TREES (SPECIES, CONDITIONS, ETC.), ON-SITE PARKING, AND SHUTTLE ROUTES. SURVEYED NEEDS OF MASCO GIS SYSTEM USERS. UPDATED SYSTEM WITH BWSC LAYERS AND NEW BUILDINGS. 3. CONSTRUCTION COORDINATION: A. SUCCESSFULLY WORKED WITH ABUTTERS AND CITY TO REPAVE DEACONESS ROAD, INCLUDING THE IMPLEMENTATION OF NEW SHUTTLE DROP-OFF STRIPING AND SIGNAGE. B. SENT OUT 271 MEMBER ADVISORIES; COORDINATED 13 BUILDING, STREET PAVING, AND INFRASTRUCTURE PROJECTS; HELD 15 CONSTRUCTION COORDINATION MEETINGS. C. COORDINATED NEW ROADWAY CONSTRUCTION AT YAWKEY STATION WITH STATE'S CONTRACTOR. ATTENDED ON-SITE MEETINGS, SENT NOTIFICATIONS AND PROVIDED LUNCHTIME BRIEFING SESSION FOR MEMBER EMPLOYEES. D. ASSISTED MUDDY RIVER PROJECT SPONSORS. SERVED AS COMMUNICATION POINT TO GET INFORMATION OUT THE LMA COMMUNITY AND TO THE ARMY CORPS OF ENGINEERS (ACE). PROVIDE 24/7 ACCESS TO LMA EMERGENCY COMMUNICATIONS. WORKED WITH ACE TO PURCHASE AND INSTALL NEW SIGNAGE TO DIRECT PEDESTRIANS AND TRAFFIC DURING DETOURS. 4. CITY SERVICES: A. REPORTED AND FOLLOWED UP ON 97 INCIDENTS 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, AND SNOW REMOVAL. SUSTAINABILITY: ENHANCE SUSTAINABILITY PROGRAMS AND OUTCOMES IN THE LMA 1. COMPLETED ENVIRONMENTALLY PREFERRED PURCHASING (EPP) SEMINAR TO HELP MEMBERS ACHIEVE MORE SUSTAINABLE AND COST EFFECTIVE RESULTS (80 ATTENDEES). SURVEYED LMA PURCHASING PERSONNEL RE: EPP; FACILITATED PANEL OF EXPERT SPEAKERS INCLUDING MEMBERS, PRACTICE GREENHEALTH A NATIONAL ORGANIZATION, NOVATION A GROUP PURCHASING ORGANIZATION, AND A LOCAL EXPERT AT HARVARD SCHOOL OF PUBLIC HEALTH, WITH WHOM WE ARE WORKING TO HELP MEMBERS IDENTIFY PRIORITY AREAS FOR PRODUCT PURCHASING BASED ON ENVIRONMENTAL AND HUMAN HEALTH IMPACTS. 2. ON-GOING QUARTERLY EVALUATION OF RECYCLING DATA TO HELP MEMBERS IDENTIFY RESULTS OF IMPROVEMENTS AND SHARE BEST PRACTICES. CONCLUDED DRAFT LMA LAB RECYCLING PROTOCOLS WITH MEDICAL RESEARCH AND SAFETY COMMITTEE TO ALIGN LAB RECYCLING PROTOCOLS WITHIN THE LMA AND INCREASE LAB RECYCLING. 3. HELD SPECIAL COLLEGES MEETING TO FOCUS ON COMPLETING GREENHOUSE GAS INVENTORIES AND ACTION PLANS. PROVIDED OVERVIEWS OF CITY, STATE AND NATIONAL CLIMATE-PREPAREDNESS RELATED PLANS. 4. COMPLETED 2 GREEN@LMA ISSUES FEATURING MEMBERS' SUSTAINABILITY ACCOMPLISHMENTS, DIRECTED TOWARDS AN AUDIENCE OF PUBLIC POLICY MAKERS. 5. PROVIDED RESOURCES TO PREPARE MEMBERS FOR COMPLIANCE WITH NEW STATE REGULATION ON ORGANICS WASTE BAN, TO GO INTO EFFECT OCTOBER 2014. WORKED WITH CENTER FOR ENVIRONMENTAL TECHNOLOGY TO IDENTIFY WHICH HYBRID PRODUCTS WILL BE ACCEPTED BY INDUSTRIAL COMPOSTING FACILITIES IN MA NEXT FALL. HELD A SPECIAL MEETING WITH MAJOR DINNERWARE/FOOD SUPPLIERS, TRIMARK AND SYSCO/PACTIV, WHO PRESENTED COMPOSTABLE DINNERWARE ALTERNATIVES TO MEMBERS AND RESPONDED TO QUESTIONS. RAN TWO TOURS TO OBSERVE MEMBERS' COMPOSTING LOGISTICS AS A PART OF BEST PRACTICES SHARING. 6. MASCO PRESENTED TRANSPORTATION INFORMATION TO THE SUSTAINABILITY LEADERS AND HELD A Q&A SESSION TO HELP EXPLAIN THE SUSTAINABLE COMMUTING ALTERNATIVES AVAILABLE TO STAFF. 7. COMPILED INFORMATION ON EVENTS AND AWARDS GIVEN BY AND TO OUR MEMBERS FOR THEIR SUSTAINABILITY ACHIEVEMENTS FOR EARTH DAY. 8. COMPLETED PRESENTATION BY HARVARD RE: BEST PRACTICES IN LABORATORIES. |
| FORM 990, PART III, LINE 4C | ENERGY/INFRASTRUCTURE: PLAN FOR FUTURE INFRASTRUCTURE IMPROVEMENTS 1. TO ASSIST MEMBERS IN COMPLIANCE WITH THE NEW BOSTON ENERGY REPORTING AND DISCLOSURE ORDINANCE (BERDO), CONDUCTED TWO ENERGY STAR PORTFOLIO MANAGER TRAINING SESSIONS FOR MEMBER ENGINEERS WITH OUTSIDE ENGINEERING FIRMS AS TECHNICAL RESOURCES. TO SHAPE FINAL REGULATION LED SUBCOMMITTEE IN RESPONSE TO CITY COUNCIL AND ENERGY POLLUTION CONTROL COMMISSION DELIBERATIONS. 2. ORGANIZED AND HOSTED MEMBER INFORMATION SESSION ABOUT HAZARD MITIGATION GRANT FUNDING WITH MASSACHUSETTS EMERGENCY MANAGEMENT AGENCY REGARDING HAZARD MITIGATION GRANT APPLICATION PROCESS AND ELIGIBILITY FOR FUNDING FOR FACILITY RELATED RESILIENCY UPGRADES. 3. COLLABORATED WITH LONGWOOD MEDICAL ENERGY COLLABORATIVE REGARDING COGENERATION LEGISLATION PROPOSED AT THE STATE HOUSE. 4. HELD ENGINEERS MEETING WITH BOSTON WATER AND SEWER TO UPDATE MEMBERS ON RESILIENCY PLANNING IN LMA FOR WATER, SEWER AND STORM DRAIN SYSTEM. OPEN SPACE: IMPROVE PHYSICAL ENVIRONMENT THROUGH STUDIES AND IMPLEMENTATION 1. COMPLETED DESIGN FOR BLACKFAN BEAUTIFICATION INCLUDING 23 PLANTERS, PERENNIALS AND TREES; BID PROJECT TO CONTRACTORS; ACHIEVED ABUTTER APPROVAL OF PROGRAMMING, IMPLEMENTED PROJECT PLANTING LEVERAGING $87,000 IN FUNDING FROM ABUTTERS. FOUR DEAD PEAR TREES WERE REPLACED UNDER WARRANTY. 2. COMPLETED CARE OF EVANS WAY PEDESTRIAN ISLAND PLANTINGS. 3. COMPLETED EMERGENCY IRRIGATION TIE-OFFS ON HUNTINGTON AVE. DUE TO CONSTRUCTION ACTIVITIES. COMPLETED ANNUAL MAINTENANCE (SPRING CLEAN-UP, RICE STONE IN TREE PITS, BI-ANNUAL TREE INSPECTION, TREE FERTILIZATION, AND IRRIGATION SYSTEM START-UP AND SHUT-DOWN). 4. COMPLETED SEASONAL PLANTINGS (4/YR.) AND MAINTAINED FOUR LARGE PLANTERS IN THE RIVERWAY/BROOKLINE AVE GATEWAY MEDIAN AND TWO PLANTERS ADJACENT TO BWH'S SERVICENTER GARAGE. ADDED 6 ADDITIONAL PLANTERS TO BWH AND BLACKFAN, COORDINATING WITH THE CITY FOR RELOCATION OF ASSETS FROM ELSEWHERE IN THE CITY. 5. SUBMITTED REQUEST TO CITY TO REPLACE AVENUE TREES WITH APPROPRIATE SPECIES ON AVENUE LOUIS PASTEUR/OSCAR TUGO CIRCLE. TO HELP SAVE HISTORIC TREES, ADMINISTERED BIOTIC ROOT TREATMENT IN THE SPRING AND FALL. SHRUBS REPLACED UNDER WARRANTY. 6. INSTALLED THIRD SUMMER PROGRAM FOR BROOKLINE AVE. HANGING BASKETS INCLUDING 68 FLOWER BASKETS ON 17 STREET LIGHT POLES. 7. COMPLETED LMA TREE INVENTORY FALL 2013. 8. ADVOCATE FOR LMA AND AREA OPEN SPACE IMPROVEMENTS VIA COMPLETION OF 3-YEAR TERM AS CHAIR OF EMERALD NECKLACE CONSERVANCY (ENC) PARK OVERSEERS COMMITTEE AND PARTICIPATION IN THEIR BOARD, EXECUTIVE AND LIFF COMMITTEES. SERVED ON THE MUDDY RIVER MAINTENANCE AND MANAGEMENT OVERSIGHT COMMITTEE (MMOC) FOR THE MUDDY RIVER. |
| 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, DIRECTOR AT LARGE 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 1,262,396. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,262,396. CONTRACT SERVICE EXPENSE- PARKING AND TRANSPORTATION SHUTTLE SERVICES: PROGRAM SERVICE EXPENSES 8,493,783. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,493,783. CONTRACT SERVICE EXPENSE- OPERATION OF OFFICE BUILDING AND ATTACHED GARAGE: PROGRAM SERVICE EXPENSES 1,030,718. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,030,718. CONTRACT SERVICE EXPENSES- VARIOUS OTHER: PROGRAM SERVICE EXPENSES 265,628. MANAGEMENT AND GENERAL EXPENSES 138,203. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 403,831. |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| 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 | -$319 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,374,781 | 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 | $191,340 | MARKET RATE |
| MASCO SERVICES INC | ||
| M | $774,749 | MARKET RATE |
| MASCO SERVICES INC | ||
| Q | $244,856 | ACTUAL COSTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2, COLUMN C: | FormAndLineReferenceDesc |
| Explanation | THE RENT PAID BY MASCO SERVICES, INC. TO MASCO, INC. IS A QUALIFIED, SPECIFIED PAYMENT WITHIN THE MEANING OF IRC SECTION 512(B)(13). | ExplanationTxt |
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