MASS GENERAL BRIGHAM INCORPORATED: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MASS GENERAL BRIGHAM INCORPORATED (EIN 04-2129889)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-17
- IRS object ID
- 201502299349301700
- 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 B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T09:11:48-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042129889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schepens Eye Research Institute Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAROLANN WILLIAMS | InCareOfNm |
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 6179120100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Staniford Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLANN WILLIAMS | PersonNm |
| Person Title | CFO & VP FIN & ADMIN | PersonTitleTxt |
| Phone | 6175734265 | PhoneNum |
| Signature | 2015-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6175734265 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN FERNANDEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 CHARLES STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,503,584 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.schepens.harvard.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 231 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,922,926 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,437,991 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,195,606 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,539,746 | CYInvestmentIncomeAmt |
| PY Other Revenue | $804,917 | PYOtherRevenueAmt |
| CY Other Revenue | $1,017,789 | CYOtherRevenueAmt |
| PY Total Revenue | $25,923,449 | PYTotalRevenueAmt |
| CY Total Revenue | $22,995,526 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $186,108 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $533,666 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,157,803 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,808,265 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,880,262 | PYOtherExpensesAmt |
| CY Other Expenses | $10,284,331 | CYOtherExpensesAmt |
| PY Total Expenses | $26,224,173 | PYTotalExpensesAmt |
| CY Total Expenses | $25,626,262 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$300,724 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,630,736 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,266,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,096,453 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,485,992 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,158,198 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,780,796 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,938,255 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,485,740 | ExpenseAmt |
| Grant | $533,666 | GrantAmt |
| Revenue | $428,192 | RevenueAmt |
| Desc | The Institute has research at every stage of development from the critical new ideas that are changing the way researchers around the world look at the future of treatment, to products in late-stage clinical trIAls, set to make an immediate impact on the lives of people struggling with vision-roBbing dIseases and injuries. The Institute has made tremendous progress in developing new cures for macular degeneration, diabetic retinopathy, glaucoma, other types of retinal and optic nerve degenerations and damage, dry eye and eye tissue transplants. There has also been great strides made in the development of new technologies - new lenses and devices - to help those with low vision make the absolute most out of the vision they have until we can reversE vision loss. | Desc |
| Total Program Service Expenses | $18,485,740 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 231 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLANN WILLIAMS | PersonNm |
| Phone | 6175734265 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 CHARLES STREET | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Kathryn C Vecellio | ||||||||||
| Director | 4.0 | 4.0 | Yes (X) | |||||||
| Sherman H Starr | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| David Snyder MD | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| Eleanor G Shore MD | ||||||||||
| Director (until 11/13/2013) | 4.0 | Yes (X) | ||||||||
| Joseph F Rizzo III MD | ||||||||||
| Director | 60.0 | Yes (X) | $0 | $414,388 | $58,521 | |||||
| John Reilly | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| Patricia Patricelli | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| Victoria McCullough | ||||||||||
| Director | 4.0 | 4.0 | Yes (X) | |||||||
| Renee Manger | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| Kay Lyons | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| Donald R Korb OD | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| Charles de Gunzburg | ||||||||||
| Director | 4.0 | 4.0 | Yes (X) | |||||||
| Mark B Abelson MD | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| KennetT F Burnes | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| Gerard D Goldstein | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| Kenneth M Fischer | ||||||||||
| DIRECTOR | 4.0 | Yes (X) | $131,325 | $0 | $0 | |||||
| DeWalt H Ankeny Jr | ||||||||||
| Director | 4.0 | 4.0 | Yes (X) | |||||||
| William F Aikman | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| John Sutton | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| Frans Van de Velde | ||||||||||
| Director | 4.0 | Yes (X) | ||||||||
| John R Fernandez | ||||||||||
| President | 4.0 | 56.0 | Yes (X) | $793,469 | $207,663 | Yes (X) | ||||
| WYCLIFFE GROUSBECK | ||||||||||
| DIRECTOR | 4.0 | 6.0 | Yes (X) | |||||||
| JOAN W MILLER MD | ||||||||||
| DIRECTOR | 4.0 | 56.0 | Yes (X) | $765,352 | $58,725 | |||||
| ANNETTE NOVA | ||||||||||
| DIRECTOR | 4.0 | 4.0 | Yes (X) | |||||||
| Lily H Bentas | ||||||||||
| Secretary (until 4/29/2014) | 4.0 | 6.0 | Yes (X) | |||||||
| Jonathan Uhrig | ||||||||||
| Treasurer | 4.0 | 6.0 | Yes (X) | |||||||
| MAUREEN KELLEY | ||||||||||
| ASSISTANT SECRETARY | 4.0 | 56.0 | $184,820 | $30,228 | Yes (X) | |||||
| CAROLANN WILLIAMS | ||||||||||
| CFO AND VP FINANCE & ADMIN | 4.0 | 56.0 | $366,768 | $11,715 | Yes (X) | |||||
| MARTHA PYLE FARRELL | ||||||||||
| ASST SEC. (as of 9/30/2013) | 4.0 | 56.0 | $61,106 | $6,629 | Yes (X) | |||||
| PATRICIA D'AMORE | ||||||||||
| CO-DIRECTOR OF RESEARCH | 60.0 | $342,385 | $54,129 | Yes (X) | ||||||
| ALAN K LONG | ||||||||||
| VP RESEARCH ADMINISTRATION | 30.0 | 30.0 | $227,841 | $9,626 | Yes (X) | |||||
| JAVIER BALLOFFET | ||||||||||
| VP OPHTHAMOLOGY (until 5/2/14) | 20.0 | 40.0 | $255,563 | $38,826 | Yes (X) | |||||
| REZA DANA | ||||||||||
| CO-DIRECTOR OF RESEARCH | 60.0 | $194,593 | $46,959 | Yes (X) | ||||||
| ELIEZER PELI | ||||||||||
| CO-DIRECTOR OF RESEARCH | 60.0 | $222,977 | $42,785 | Yes (X) | ||||||
| DARLENE DARTT | ||||||||||
| SENIOR SCIENTIST | 60.0 | $178,851 | $43,887 | Yes (X) | ||||||
| ANDRIUS KAZLAUSKAS | ||||||||||
| SENIOR SCIENTIST | 60.0 | $184,400 | $46,650 | Yes (X) | ||||||
| David Sullivan | ||||||||||
| SENIOR SCIENTIST | 60.0 | $166,069 | $31,937 | Yes (X) | ||||||
| SUSAN WILLIAMS | ||||||||||
| ASSISTANT SECRETARY | 4.0 | 56.0 | $229,297 | $8,955 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,420,600 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,298,604 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $697,235 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MINTZ LEVIN COHN FERRIS | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL CENTER | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL SERVICES | ServicesDesc |
| Compensation | $139,212 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,053,228 | RelatedOrganizationsAmt |
| Government Grants | $16,124,016 | GovernmentGrantsAmt |
| All Other Contributions | $2,260,747 | AllOtherContributionsAmt |
| Noncash Contributions | $103,159 | NoncashContributionsAmt |
| Total Contributions | $20,437,991 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $362,651 | TotalRevenueColumnAmt |
| Exclusion | $362,651 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $475,996 | TotalRevenueColumnAmt |
| Exclusion | $475,996 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $134,063 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,462 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $113,601 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,601 | TotalRevenueColumnAmt |
| Exclusion | $113,601 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,664,691 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,487,596 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,177,095 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,177,095 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARKING INCOME | 531390 | $33,550 | $33,550 |
| ALL OTHER REVENUE | 900099 | $394,642 | $394,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $428,192 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,995,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $428,192 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $952,248 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,666 | TotalAmt |
| Program Services | $533,666 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,750 | TotalAmt |
| Program Services | $268,750 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,676,032 | TotalAmt |
| Program Services | $9,166,202 | ProgramServicesAmt |
| Management And General | $1,509,830 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,915 | TotalAmt |
| Program Services | $676,486 | ProgramServicesAmt |
| Management And General | $111,429 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,321,917 | TotalAmt |
| Program Services | $1,960,461 | ProgramServicesAmt |
| Management And General | $361,456 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,651 | TotalAmt |
| Program Services | $647,068 | ProgramServicesAmt |
| Management And General | $106,583 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,818 | TotalAmt |
| Management And General | $4,818 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,772 | TotalAmt |
| Program Services | $273,233 | ProgramServicesAmt |
| Management And General | $38,539 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,621 | TotalAmt |
| Management And General | $57,621 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,508 | TotalAmt |
| Management And General | $101,508 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,006 | TotalAmt |
| Program Services | $40,686 | ProgramServicesAmt |
| Management And General | $121,320 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,657 | TotalAmt |
| Program Services | $1,120 | ProgramServicesAmt |
| Management And General | $3,537 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,958 | TotalAmt |
| Program Services | $1,461,424 | ProgramServicesAmt |
| Management And General | $111,534 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,090 | TotalAmt |
| Management And General | $229,090 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,799 | TotalAmt |
| Program Services | $60,063 | ProgramServicesAmt |
| Management And General | $237,736 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,073,974 | TotalAmt |
| Program Services | $1,984,794 | ProgramServicesAmt |
| Management And General | $3,089,180 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,177 | TotalAmt |
| Program Services | $255,631 | ProgramServicesAmt |
| Management And General | $546 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,390 | TotalAmt |
| Program Services | $107,716 | ProgramServicesAmt |
| Management And General | $16,674 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,847 | TotalAmt |
| Management And General | $25,847 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,056 | TotalAmt |
| Program Services | $193,777 | ProgramServicesAmt |
| Management And General | $475,279 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,234,675 | TotalAmt |
| Program Services | $790,192 | ProgramServicesAmt |
| Management And General | $444,483 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,501 | TotalAmt |
| Management And General | $11,501 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROCESSING AND FILING FEES | $44,772 | $693 | $44,079 |
| MEMBERSHIP DUES | $45,836 | $44,242 | $1,594 |
| MISCELLANEOUS | $55,874 | $19,536 | $36,338 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,626,262 | TotalAmt |
| Program Services | $18,485,740 | ProgramServicesAmt |
| Management And General | $7,140,522 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $634,674 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,817 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,616,281 | BOYAmt |
| EOY | $2,863,471 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,650 | BOYAmt |
| EOY | $41,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,520,402 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,438,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,779,842 | BOYAmt |
| EOY | $20,081,888 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,097,314 | BOYAmt |
| EOY | $3,391,069 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,846 | BOYAmt |
| EOY | $599,219 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,782,038 | BOYAmt |
| EOY | $17,484,289 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,266,788 | BOYAmt |
| EOY | $45,096,453 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,825,492 | BOYAmt |
| EOY | $2,112,250 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,507,312 | BOYAmt |
| EOY | $1,124,781 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,191,278 | BOYAmt |
| EOY | $8,858,683 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,961,910 | BOYAmt |
| EOY | $9,062,484 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,485,992 | BOYAmt |
| EOY | $21,158,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,805,899 | BOYAmt |
| EOY | $2,939,538 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,548,132 | BOYAmt |
| EOY | $8,986,999 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,426,765 | BOYAmt |
| EOY | $12,011,718 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,780,796 | BOYAmt |
| EOY | $23,938,255 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,266,788 | BOYAmt |
| EOY | $45,096,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,630,736 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$211,805 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,600,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,889,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,554,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,922,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,437,991 | CurrentTaxYearAmt |
| Total | $124,404,909 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,600,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,889,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,554,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,922,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,437,991 | CurrentTaxYearAmt |
| Total | $124,404,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $124,404,909 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $778,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $831,091 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $506,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $620,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $972,710 | CurrentTaxYearAmt |
| Total | $3,709,519 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $458,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $582,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $428,192 | CurrentTaxYearAmt |
| Total | $1,468,744 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $129,583,172 | TotalSupportAmt |
| Public Support CY170 | 0.96004 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96156 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,009,323 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,351,690 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,242,831 | OtherExpendituresAmt |
| Administrative Expenses | $103,346 | AdministrativeExpensesAmt |
| End Year Balance | $20,014,836 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,323,518 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,056,820 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,261,146 | OtherExpendituresAmt |
| Administrative Expenses | $124,869 | AdministrativeExpensesAmt |
| End Year Balance | $25,009,323 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,836,780 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,512,819 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $895,242 | OtherExpendituresAmt |
| Administrative Expenses | $130,839 | AdministrativeExpensesAmt |
| End Year Balance | $26,323,518 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,264,768 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,394,135 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $998,810 | OtherExpendituresAmt |
| Administrative Expenses | $35,043 | AdministrativeExpensesAmt |
| End Year Balance | $24,836,780 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,069,898 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,502,516 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,135,240 | OtherExpendituresAmt |
| Administrative Expenses | $172,406 | AdministrativeExpensesAmt |
| End Year Balance | $28,264,768 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $202,818 | OtherCostOrOtherBasisAmt |
| Book Value | $202,818 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,271,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,435,433 | DepreciationAmt |
| Book Value | $16,836,014 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,366,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,277,741 | DepreciationAmt |
| Book Value | $88,952 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,654,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,724,817 | DepreciationAmt |
| Book Value | $1,929,449 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,025,178 | OtherCostOrOtherBasisAmt |
| Depreciation | $523 | DepreciationAmt |
| Book Value | $1,024,655 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,081,888 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH AND CASH EQUIVILANTS | $1,226,091 |
| FIXED INCOME | $2,164,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,391,069 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $16,623,767 |
| OTHER ASSETS | $860,522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,484,289 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED CREDIT | $4,380,471 |
| DEFERRED RENT | $1,142,979 |
| DUE TO AFFILIATE | $2,861,832 |
| ANNUITY PAYABLE | $77,984 |
| TAX DEFERRED LIABILITY PLAN | $599,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,062,484 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | The intended use of SCHEPENS' endowment funds is TO PROVIDE A PREDICTABLE stream of funding to the supported research activities while seeking to maintain the purchasing power of the endowment assets. |
| SCHEDULE D, PART X, LINE 2 | SCHEPENS EYE RESEARCH INSTITUTE, INC. ("SCHEPENS") WAS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WITH ITS AFFILIATED ORGANIZATIONS. THE INCOME TAX FOOTNOTE IS AS FOLLOWS: THE FOUNDATION AND ITS AFFILIATES QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE. THE FOUNDATION, INFIRMARY, ASSOCIATES, SCHEPENS AND EMBANKMENT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CIRCLE IS TAX-EXEMPT UNDER 501(C)(25) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THERE WAS NO IMPACT TO THE FOUNDATION'S FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2014. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| South Asia | Program Services | CONFERENCES | $871 |
| Europe (Including Iceland and Greenland) | Program Services | CONFERENCES | $8,199 |
| North America | Program Services | CONFERENCES | $6,568 |
| East Asia and the Pacific | Program Services | CONFERENCES | $5,243 |
| Middle East and North Africa | Program Services | CONFERENCES | $703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $21,584 | SubtotalSpentAmt |
| Total Spent | $21,584 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | THE ORGANIZATION IDENTIFIES FOREIGN EXPENDITURES SEPERATELY ON ITS BOOKS | FormAndLineReferenceDesc |
| Explanation | AND RECORDS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Trustees of Boston University | ||||||||
| 881 Commonwealth Avenue | Boston | MA | 02114 | 042103547 | 501(c)(3) | $34,665 | RESEARCH | |
| Massachusetts Eye & Ear Infirmary | ||||||||
| 243 Charles Street | Boston | MA | 02114 | 042103591 | 501(c)(3) | $201,997 | RESEARCH | |
| University of Massachsuetts Medical School | ||||||||
| RESEARCH FUNDING SERVICES | WORCESTER | MA | 01655 | 043167352 | 115 | $73,176 | RESEARCH | 55 LAKE AVENUE NORTH |
| Duke University | ||||||||
| 2200 W Main Street | Durham | NC | 22705 | 560532129 | 501C)(3) | $13,082 | RESEARCH | Erwin Square Plaza Suite 820 |
| Oklahoma Univ Health Sciences Ctr | ||||||||
| 1000 Stanton L Young Blvd | Oklahoma City | OK | 73117 | 736017987 | 501(C)(3) | $197,115 | RESEARCH | LIB-121 |
| Chadwick Optical | ||||||||
| 117 Allentown Road | Souderton | PA | 18964 | 030276192 | $5,651 | RESEARCH | ||
| Children's Hospital Boston | ||||||||
| 300 Longwood | Boston | MA | 02115 | 042774441 | 501(C)(3) | $7,980 | RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Subrecipient Monitoring Policy and Procedures Part I. Subawards are issued through a consortium agreement between Schepens Eye Research Institute ("SERI") and the recipient institution. The agreement specifies the terms of the subaward, and includes a detailed budget and scope of work to be performed by the recipient institution. Awarded funds are encumbered by a purchase order that is assigned to a unique fund number. Payments to recipient institutions made against the purchase order are recorded in the accounting system so that individual payments and purchase order balances can be monitored. Disbursement of funds for subawards require the written approval of the Principal Investigator("PI"). Frequent progress reports and other forms of communication are required between the PI and the subrecipient institute to ensure that the scope of work is progressing at a satisfactory pace. Research Administration also conducts an annual inventory of institutions to which research has been subawarded. A risk assessment matrix is employed, along with a review of the subrecepient's most recent A133 audit report, to determine the level of risk regarding the sub recepient's ability to comply with federal guidelines. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph F Rizzo III MD | ||||||||||||||
| Director | $0 | $356,224 | $0 | $39,100 | $0 | $19,064 | $0 | $35,115 | $0 | $23,406 | $0 | $472,909 | $0 | $0 |
| John R Fernandez | ||||||||||||||
| President | $694,419 | $98,240 | $810 | $184,446 | $23,217 | $1,001,132 | ||||||||
| JOAN W MILLER MD | ||||||||||||||
| DIRECTOR | $672,191 | $73,339 | $19,822 | $35,115 | $23,610 | $824,077 | ||||||||
| SUSAN WILLIAMS | ||||||||||||||
| ASSISTANT SECRETARY | $116,502 | $112,795 | $3,015 | $5,940 | $238,252 | |||||||||
| MAUREEN KELLEY | ||||||||||||||
| ASSISTANT SECRETARY | $179,931 | $4,500 | $389 | $7,773 | $22,455 | $215,048 | ||||||||
| PATRICIA D'AMORE | ||||||||||||||
| CO-DIRECTOR OF RESEARCH | $342,129 | $256 | $32,565 | $21,564 | $396,514 | |||||||||
| REZA DANA | ||||||||||||||
| CO-DIRECTOR OF RESEARCH | $194,337 | $256 | $25,395 | $21,564 | $241,552 | |||||||||
| ELIEZER PELI | ||||||||||||||
| CO-DIRECTOR OF RESEARCH | $222,721 | $256 | $28,881 | $13,904 | $265,762 | |||||||||
| DARLENE DARTT | ||||||||||||||
| SENIOR SCIENTIST | $178,595 | $256 | $22,323 | $21,564 | $222,738 | |||||||||
| ANDRIUS KAZLAUSKAS | ||||||||||||||
| SENIOR SCIENTIST | $184,144 | $256 | $21,893 | $24,757 | $231,050 | |||||||||
| CAROLANN WILLIAMS | ||||||||||||||
| CFO AND VP FINANCE & ADMIN | $330,066 | $36,193 | $509 | $10,081 | $1,634 | $378,483 | ||||||||
| David Sullivan | ||||||||||||||
| SENIOR SCIENTIST | $165,813 | $256 | $19,365 | $12,572 | $198,006 | |||||||||
| ALAN K LONG | ||||||||||||||
| VP RESEARCH ADMINISTRATION | $190,360 | $18,727 | $18,754 | $8,592 | $1,034 | $237,467 | ||||||||
| JAVIER BALLOFFET | ||||||||||||||
| VP OPHTHAMOLOGY (until 5/2/14) | $235,087 | $20,476 | $15,952 | $22,874 | $294,389 | |||||||||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| OFFICERS, DIRECTORS, & KEY EMPLOYEES OF SCHEPENS EYE RESEARCH INSTITUTE, | INC. ("SCHEPENS") ARE LEASED FROM THE MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY"), A RELATED ORGANIZATION. THE INFIRMARY USED A COMPENSATION COMMITTEE, COMPENSATION SURVEY, APPROVAL BY THE BOARD, AND AN INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE COMPENSATION OF THE PRESIDENT. |
| SCHEDULE J, PART I, LINE 4A | KENNETH M. FISHER ENTERED INTO A SEVERANCE AGREEMENT WITH THE ORGANIZATION EFFECTIVE DECEMBER 31, 2011. UNDER THE AGREEMENT MR. FISHER IS ENTITLED TO SALARY CONTINUATION FOR A PERIOD OF 18 MONTHS. PAYMENTS UNDER THIS AGREEMENT ARE INCLUDED IN FORM 990, PART VII, SECTION A, COLUMN (D). IN CONNECTION WITH HER DEPARTURE EFFECTIVE AUGUST 7, 2013, SUSAN WILLIAMS RECEIVED 6 MONTHS OF SALARY CONTINUATION. AMOUNTS PAID UNDER THIS AGREEMENT IN 2013 OF $83,393 ARE INCLUDED IN PART II, COLUMN B (III). SCHEDULE J, PART I, LINE 4B JOHN FERNANDEZ PARTICIPATES IN A DEFERRED COMPENSATION ARRANGEMENT WITH MASSACHUSETTS EYE AND EAR. UNDER THIS AGREEMENT, MR. FERNANDEZ WILL BE CREDITED $150,000 FOR CALENDAR YEAR 2013. EACH ANNUAL CREDIT WILL VEST ON THE FOURTH ANNIVERSARY OF THE DATE SUCH CREDIT WAS MADE OR UPON (1) THE ATTAINMENT OF THE AGE OF 65 WHILE EMPLOYED; (2) TERMINATION WITHOUT CAUSE OR RESIGNATION FOR GOOD REASON; (3) DEATH; (4) DISABILITY; OR (5) CHANGE OF CONTROL OF MASSACHUSETTS EYE AND EAR WITHIN THE MEANING OF SECTION 409A OF THE INTERNAL REVENUE CODE. SECTION 409A OF THE INTERNAL REVENUE CODE. SECTION 409A OF THE INTERNAL REVENUE CODE. |
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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2010-12-30 | BondIssuedDt |
| Issue Price | $10,000,000 | IssuePriceAmt |
| Purpose | REFUND PRIOR ISSUE 1/14/1998 | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,141,403 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $10,000,000 | TotalProceedsAmt |
| In Reserve Fund | $771,650 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $172,500 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $90,915 | CapitalExpendituresAmt |
| Other Spent Proceeds | $8,964,935 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $103,159 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Column (B) | FormAndLineReferenceDesc |
| Explanation | Schepens is reporting the number of contributions received during the year. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Part I, Line 1 & PART III, LINE 1 | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF ORGANIZATION MISSION THE SCHEPENS EYE RESEARCH INSTITUTE ("SCHEPENS") FIGHTS BLINDNESS BY DEVELOPING NEW TECHNOLOGIES, THERAPIES AND KNOWLEDGE TO RETAIN AND RESTORE VISION. THROUGH A CONTINUUM OF DISCOVERY, THE INSTITUTE WORKS TOWARD A FUTURE IN WHICH BLINDNESS IS PREVENTED, ALLEVIATED AND ULTIMATELY CURED. Form 990, Part VI, Section A, line 6 The Foundation of the Massachusetts Eye and Ear Infirmary, Inc. is the sole member of the Institute. FORM 990, PART VI, SECTION A, LINE 7A The Board of Directors are elected by the Member. FORM 990, PART VI, SECTION A, LINE 7B The following actions shall require approval by the Member: 1. Approval of all long-term or master strategic or business plans of the Corporation and any substantive changes thereto; 2. Approval of any substantive changes to the vision and mission statement of the Corporation; 3. Approval of annual and long-term operating and capital budgets of the Corporation; 4. Approval of the merger, consolidation, or dissolution of the Corporation; 5. Approval of any material change in the types of research conducted by the Corporation, including additions thereto and discontinuations thereof, which are not expressly identified and provided for in the previously approved strategic and/or business plans; 6. Appointment or removal of financial auditors of the Corporation; 7. Approval of the Corporations plan of insurance; 8. Approval of the organization or acquisition of any subsidiary or affiliate of the Corporation, or the conducting of all or any part of the Corporations business through one or more affiliated corporations, partnerships, limited liability companies or other arrangements or entities; 9. Approval of any academic or other material strategic affiliation of the Corporation with third parties; Form 990, part VI, Section B, line 11B SCHEPENS'S FORM 990 IS PREPARED BY PRICEWATERHOUSECOOPERS, LLP USING INFORMATION PROVIDED BY MANAGEMENT. AFTER THE FORM 990 IS COMPLETED, IT IS REVIEWED BY THE DIRECTOR FINANCE OPERATIONS OF THE INFIRMARY. THE FORM 990 IS THEN PRESENTED TO THE FINANCE COMMITTEE FOR FURTHER REVIEW AND APPROVAL AS AUTHORIZED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS ALSO GIVEN THE FORM 990 FOR REVIEW WITH TIME TO SUBMIT COMMENTS AND QUESTIONS BEFORE FINAL FILING. FORM 990, Part VI, Section B, Line 12C ALL EMPLOYEES OF SCHEPENS ARE LEASED FROM THE INFIRMARY AND COVERED BY THE INFIRMARY CONFLICT OF INTEREST POLICY. MEMBERS OF THE STAFF ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST TO THEIR CHIEF OF SERVICE, DEPARTMENT AND DIRECTOR OF LABORATORY/UNIT. MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ANY INTERESTS THAT COULD RISE TO CONFLICTS. THE OFFICE OF THE INTERNAL LEGAL COUNSEL OBTAINS AND REVIEWS THE ANNUAL CONFLICTS OF INTEREST STATEMENTS SUBMITTED BY MEMBERS OF THE BOARD OF DIRECTORS, AND REPORTS ON THE SAME TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD. WITH RESPECT TO INTERESTS DISCLOSED BY THE BOARD MEMBERS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, THE INTERNAL LEGAL COUNSEL REVIEWS ALL TRANSACTIONS BETWEEN SUCH INTERESTS AND AFFILIATES OF SCHEPENS, TO DETERMINE WHETHER THESE TRANSACTION WERE CONDUCTED AT ARM'S LENGTH. FORM 990, Part VI, Section B, Line 15 EMPLOYEES ARE LEASED FROM THE INFIRMARY. PLEASE SEE THE INFIRMARY'S RETURN FOR COMPENSATION DISCLOSURES. THE CHAIRMAN OF THE COMPENSATION COMMITTEE OF THE BOARD OF THE MASSACHUSETTS EYE AND EAR INFIRMARY PRESENTS A RECOMMENDATION TO THE COMPENSATION COMMITTEE WHO HAVE FINAL APPROVAL OF THE CEO'S BASE SALARY AND BONUS AMOUNT. THE CEO RECOMMENDS EXECUTIVE SALARIES TO THE COMPENSATION COMMITTEE OF THE BOARD WHO HAS FINAL AUTHORIZATION TO APPROVE IT. TOTAL COMPENSATION FOR THE CEO, CHIEFS AND VICE PRESIDENTS, INCLUDING BONUS PAYMENTS, INCLUDING COMPARABILITY DATA, IS ANALYZED BY INDEPENDENT COMPENSATION CONSULTANTS AND IS DETERMINED TO BE REASONABLE. FORM 990, PART VI, SECTION B, LINE 19 SUMMARIZED FINANCIAL STATEMENTS ARE AVAILABLE ON THE INFIRMARY'S WEBSITE: WWW.MASSEYEANDEAR.ORG. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SCHEPENS' GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE UPON REQUEST. FORM 990, Part VII COMPENSATION IS FOR PROFESSIONAL SERVICES AND NOT FOR SERVICE AS OFFICERS. SCHEPENS LEASES EMPLOYEES FROM THE INFIRMARY. PLEASE SEE THE INFIRMARY'S RETURN FOR COMPENSATION DISCLOSURES. | ExplanationTxt |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Foundation of the Massachusetts Eye and | |||||||||||
| 243 Charles Street | Boston | MA | 02114 | 042785453 | PARENT | MA | 501(C)(3) | 9 | N/A | false | |
| Massachusetts Eye and Ear Infirmary | |||||||||||
| 243 Charles Street | Boston | MA | 02114 | 042103591 | Hospital | MA | 501(C)(3) | 3 | Yes (true) | Foundation | |
| Massachusetts Eye and Ear AssociatesInC | |||||||||||
| 243 Charles Street | Boston | MA | 02114 | 222658209 | Patient care | MA | 501(C)(3) | 9 | Yes (true) | Foundation | |
| Embankment Services Inc | |||||||||||
| 14 David Mugar Way | Boston | MA | 02114 | 043272965 | Support | MA | 501(C)(3) | 11 Type 1 | Yes (true) | Foundation | |
| Circle Company Inc | |||||||||||
| 243 Charles Street | Boston | MA | 02114 | 042801791 | TITLE HOLDING | MA | 501(C)(25) | n/a | Yes (true) | Foundation | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Massachusetts Eye and Ear Infirmary | ||
| C | $1,216,859 | SUBCONTRACT PMT |
| Massachusetts Eye and Ear Infirmary | ||
| B | $201,997 | SUBCONTRACT PMT |
| Massachusetts Eye and Ear Infirmary | ||
| C | $841,628 | INSTIT SUPPORT |
| Massachusetts Eye and Ear Infirmary | ||
| P | $841,786 | NONCONTRACT PMT |
| Massachusetts Eye and Ear Infirmary | ||
| Q | $1,247,274 | NONCONTRACT PMT |
Comments