NEW ENGLAND EYE INSTITUTE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND EYE INSTITUTE INC (EIN 04-3575676)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201411339349304501
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T14:50:29-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263753134 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043575676 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND EYE INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWE | NameControl |
| Phone | 6175875598 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 COMMONWEALTH AVENUE NO 2 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLIFFORD SCOTT OD MPH | Name |
| Title | PRESIDENT | Title |
| Phone | 6175875598 | Phone |
| Date Signed | 2014-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG KLEIN | Name |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CLIFFORD SCOTT OD MPH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BEACON ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8383312 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NEWENGLANDEYE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE THE VISUAL HEALTH OF POPULATIONS THROUGH EXCELLENCE IN COLLABORATIVE AND COMMUNITY-ORIENTED PATIENT CARE, EDUCATION AND RESEARCH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 52 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 342163 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 383090 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5582515 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6044667 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1787 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4824 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1339691 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1273951 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7266156 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7706532 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5405926 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5590365 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1567822 | OtherExpensePriorYear |
| Other Expenses Current Year | 1905405 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6973748 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7495770 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 292408 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 210762 | RevenuesLessExpensesCY |
| Total Assets BOY | 3248852 | TotalAssetsBOY |
| Total Assets EOY | 3940221 | TotalAssetsEOY |
| Total Liabilities BOY | 2014739 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2493499 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1234113 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1446722 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO IMPROVE THE VISUAL HEALTH OF POPULATIONS THROUGH EXCELLENCE IN COLLABORATIVE AND COMMUNITY-ORIENTED PATIENT CARE, EDUCATION AND RESEARCH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4793073 | Expense |
| Revenue | 7012093 | Revenue |
| Description | NEW ENGLAND EYE INSTITUTE (NEEI) IS THE PATIENT CARE AND CLINICAL TEACHING AFFILIATE OF THE NEW ENGLAND COLLEGE OF OPTOMETRY. NEEI IS ONE OF THE LARGEST PROVIDERS OF EYE CARE SERVICES IN MASSACHUSETTS WITH OVER 90,000 PATIENT VISITS IN OVER 45 LOCATIONS INCLUDING OWNED OPERATED SITES AND WITHIN FULLER MIDDLE SCHOOL IN FRAMINGHAM, BOSTON RENAISSANCE CHARTER PUBLIC SCHOOL, COMMUNITY HEALTH CENTERS; LOCATIONS SERVING INDIVIDUALS WHO ARE HOMELESS (PINE STREET INN AND JEAN YAWKEY PLACE) AND PROGRAMS SERVING INDIVIDUALS WITH DISABILITIES AT THE PERKINS SCHOOL FOR THE BLIND, THE CARROLL CENTER FOR THE BLIND, THE COTTING SCHOOL FOR MULTI-HANDICAPPED CHILDREN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 509813 | Expense |
| Revenue | 306525 | Revenue |
| Description | NEE'S ON-SIGHT MOBILE EYE CLINIC PROGRAM'S MISSION IS TO PROVIDE EYE CARE SERVICES TO ALL INDIVIDUALS WHO MIGHT OTHERWISE NOT HAVE ACCESS. CORRECTING AND MAXIMIZING VISION CREATES OPPORTUNITIES TO IMPROVE OUTCOMES IN VITAL AREAS IN LIFE INCLUDING LEARNING AND READING, SOCIALIZATION, WORK AND PLAY, SAFETY AND INDEPENDENCE, AND BETTER EMOTIONAL AND PHYSICAL HEALTH. SERVICES INCLUDE: EYE EXAMS AND EYEGLASSES, LOW VISION REHABILITATION AND CASE MANAGEMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 67584 | Expense |
| Revenue | 0 | Revenue |
| Description | COMMUNITY OUTREACH AND EDUCATION INCLUDE VISION SCREENINGS TO GREATER BOSTON PUBLIC SCHOOLS, HEADSTART PROGRAMS, PRESCHOOLS, SENIOR CENTERS, AND ELDERLY HOUSING FACILITIES THAT REACH THE BROADER COMMUNITY AND PROMOTE WELLNESS BY ENABLING INDIVIDUALS AND FAMILIES TO MAKE MORE INFORMED HEALTHCARE DECISIONS, AS WELL AS CONNECTING PEOPLE TO POINTS OF ACCESS FOR HEALTH SERVICES. THESE SERVICES ARE NOT REIMBURSABLE FROM HEALTHCARE PAYERS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 22038 | Expense |
| Revenue | 0 | Revenue |
| Description | TRADITIONAL CHARITY CARE REPRESENTS SERVICES PROVIDED TO PATIENTS WHO CANNOT AFFORD HEALTHCARE SERVICES DUE TO INADEQUATE FINANCIAL RESOURCES RESULTING FROM BEING UNINSURED, UNDERINSURED OR WHOSE INCOME IS BELOW FEDERAL POVERTY LEVEL. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 22038 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 5392508 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TRACI LOGAN | NamePerson |
| Telephone Number | 6175875711 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BEACON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| STEVEN P MANFREDI | |||||||||
| BOARD CHAIR | 6.00 | 6.00 | X | X | 0 | 0 | 0 | ||
| RONALD R FERRUCCI OD | |||||||||
| BOARD VICE CHAIR | 2.00 | 2.00 | X | X | 0 | 0 | 0 | ||
| MYRON ALLUKIAN JR DDS MPH | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| A ROBERT CHILD OD | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| FRANCIS L DIMELLA AIA | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| JOAN M EXFORD OD DOS | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| KRISTEN GRIEBEL OD | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| ANN HUDSON CPA | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| JAMES HUNT JR MUA CAE LHD | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| STEPHEN N KIRNON MBA EDD | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| BRIAN S KLINGER OD FAAO | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| COLIN L LEITCH MDIV | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| KELLY MACDONALD OD | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT F MEENAN MD MPH MBA | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| JOEL B ROSEN MBA | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| NORMAN C SPECTOR JD | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| PANO YERACARIS MD MPH | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH P ZOLNER ED D | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD N SMALL CPA | |||||||||
| DIRECTOR | 2.00 | 2.00 | X | 0 | 0 | 0 | |||
| CLIFFORD SCOTT OD MPH | |||||||||
| DIRECTOR/PRESIDENT | 0.00 | 40.00 | X | X | 0 | 282636 | 23931 | ||
| ROBERT GORDON CPA MST | |||||||||
| VP/SECRETARY | 0.00 | 40.00 | X | 0 | 152512 | 33669 | |||
| BRUCE BERNIER MBA | |||||||||
| CFO/TREASURER | 0.00 | 40.00 | X | 0 | 164909 | 36177 | |||
| JODY FLEIT RN MS | |||||||||
| CEO | 35.00 | 5.00 | X | 154736 | 21100 | 37960 | |||
| KATHLEEN WROBEL M ED | |||||||||
| COO | 40.00 | 0.00 | X | 137277 | 0 | 22743 | |||
| ROGER WILSON OD FAAO | |||||||||
| VP | 40.00 | 0.00 | 160020 | 0 | 22570 | X | |||
| MARK W O'DONOGHUE OD | |||||||||
| CLINICAL DIRECTOR | 40.00 | 0.00 | 151219 | 0 | 30373 | X | |||
| LEONARD CONTARDO OD | |||||||||
| CLINICAL PROFESSOR | 40.00 | 0.00 | 132650 | 0 | 8831 | X | |||
| RICHARD C LAUDON OD FAAO | |||||||||
| COORDINATOR-VISION THERAPY | 40.00 | 0.00 | 130652 | 0 | 29511 | X | |||
| PHYLLIS ANDREJKO OD | |||||||||
| CLINICAL ASSISTANT PROFESSOR | 40.00 | 0.00 | 129465 | 0 | 18562 | X | |||
| ANGELA ABRAHAM OD | |||||||||
| CLINICAL ASSISTANT PROFESSOR | 40.00 | 0.00 | 121759 | 0 | 22585 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1117778 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 621157 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 286912 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZVI CONSTRUCTION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 DUMMER STREET | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 02446 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSTRUCTION | DescriptionOfServices |
| Compensation | 155944 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 35292 | RelatedOrganizations |
| Government Grants | 306525 | GovernmentGrants |
| All Other Contributions | 41273 | AllOtherContributions |
| Total Contributions | 383090 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATIONAL SERVICE FEE | 900099 | 4046116 | 4046116 |
| PROF. SERVICE AGREEMENTS | 900099 | 1615608 | 1615608 |
| NET PATIENT CARE REVENUE | 900099 | 382943 | 382943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6044667 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3551 | TotalRevenueColumn |
| Exclusion | $3,551 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9566 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8293 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1273 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1273 | TotalRevenueColumn |
| Exclusion | $1,273 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1942438 | GrossSalesOfInventory |
| Cost Of Goods Sold | 668487 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1273951 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1273951 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7706532 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7318618 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,824 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634529 | Total |
| Management And General | 634529 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4047994 | Total |
| Program Services | 3332517 | ProgramServices |
| Management And General | 715477 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254912 | Total |
| Program Services | 209857 | ProgramServices |
| Management And General | 45055 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343258 | Total |
| Program Services | 282588 | ProgramServices |
| Management And General | 60670 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309672 | Total |
| Program Services | 254938 | ProgramServices |
| Management And General | 54734 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29600 | Total |
| Management And General | 29600 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307279 | Total |
| Program Services | 154708 | ProgramServices |
| Management And General | 152571 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66116 | Total |
| Program Services | 66116 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56312 | Total |
| Program Services | 2467 | ProgramServices |
| Management And General | 53845 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439706 | Total |
| Program Services | 304818 | ProgramServices |
| Management And General | 134888 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38512 | Total |
| Program Services | 32019 | ProgramServices |
| Management And General | 6493 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23364 | Total |
| Program Services | 12655 | ProgramServices |
| Management And General | 10709 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4124 | Total |
| Program Services | 4124 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244398 | Total |
| Program Services | 244398 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194 | Total |
| Program Services | 194 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| ADMIN. SERVICE FEE | 150000 | 150000 | |
| EQUIPMENT RENTAL/MAINT. | 130570 | 130570 | |
| SUPPLIES | 89306 | 8744 | 80562 |
| TELEPHONE | 82387 | 7856 | 74531 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243537 | Total |
| Program Services | 205446 | ProgramServices |
| Management And General | 38091 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7495770 | Total |
| Program Services | 5392508 | ProgramServices |
| Management And General | 2103262 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1111787 | BOY |
| EOY | 1529713 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401693 | BOY |
| EOY | 510653 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220734 | BOY |
| EOY | 260918 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32738 | BOY |
| EOY | 36979 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2993056 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1419445 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1451358 | BOY |
| EOY | 1573611 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30542 | BOY |
| EOY | 28347 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3248852 | BOY |
| EOY | 3940221 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193376 | BOY |
| EOY | 266285 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285310 | BOY |
| EOY | 191595 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1536053 | BOY |
| EOY | 2035619 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2014739 | BOY |
| EOY | 2493499 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1216249 | BOY |
| EOY | 1433622 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16864 | BOY |
| EOY | 12100 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1234113 | BOY |
| EOY | 1446722 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3248852 | BOY |
| EOY | 3940221 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 210762 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1847 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 153942 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 246517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 398275 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 342163 | CurrentTaxYearMinus1Year |
| Current Tax Year | 383090 | CurrentTaxYear |
| Total | 1523987 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6553503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7336134 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7079486 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7546127 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7987105 | CurrentTaxYear |
| Total | 36502355 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6707445 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7582651 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7477761 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7888290 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8370195 | CurrentTaxYear |
| Total | 38026342 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 153942 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 246517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 398275 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 342163 | CurrentTaxYearMinus1Year |
| Current Tax Year | 383090 | CurrentTaxYear |
| Total | 1523987 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3609862 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3753577 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3721693 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3774535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3962379 | CurrentTaxYear |
| Total | 18822046 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3763804 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4000094 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4119968 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4116698 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4345469 | CurrentTaxYear |
| Total | 20346033 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 17680309 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1702 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3227 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2654 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2636 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3551 | CurrentTaxYear |
| Total | 13770 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1702 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3227 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2654 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2636 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3551 | CurrentTaxYear |
| Total | 13770 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6709147 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7585878 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7480415 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7890926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8373746 | CurrentTaxYear |
| Total | 38040112 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.46480 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.45610 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00040 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00050 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30542 | BeginningOfYearBalance |
| Contributions | 13298 | Contributions |
| Investment Earnings Or Losses | 4555 | InvestmentEarningsOrLosses |
| Other Expenditures | 19779 | OtherExpenditures |
| Administrative Expenses | 269 | AdministrativeExpenses |
| End Of Year Balance | 28347 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36581 | BeginningOfYearBalance |
| Contributions | 6750 | Contributions |
| Investment Earnings Or Losses | -233 | InvestmentEarningsOrLosses |
| Other Expenditures | 12263 | OtherExpenditures |
| Administrative Expenses | 293 | AdministrativeExpenses |
| End Of Year Balance | 30542 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41874 | BeginningOfYearBalance |
| Contributions | 15300 | Contributions |
| Investment Earnings Or Losses | 8076 | InvestmentEarningsOrLosses |
| Other Expenditures | 28328 | OtherExpenditures |
| Administrative Expenses | 341 | AdministrativeExpenses |
| End Of Year Balance | 36581 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49059 | BeginningOfYearBalance |
| Contributions | 32825 | Contributions |
| Investment Earnings Or Losses | 7146 | InvestmentEarningsOrLosses |
| Other Expenditures | 46908 | OtherExpenditures |
| Administrative Expenses | 248 | AdministrativeExpenses |
| End Of Year Balance | 41874 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47434 | BeginningOfYearBalance |
| Contributions | 24030 | Contributions |
| Investment Earnings Or Losses | -7249 | InvestmentEarningsOrLosses |
| Other Expenditures | 14931 | OtherExpenditures |
| Administrative Expenses | 225 | AdministrativeExpenses |
| End Of Year Balance | 49059 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.53790 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.05290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.40920 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1618083 | OtherCostOrOtherBasis |
| Depreciation | 562725 | Depreciation |
| Book Value | 1055358 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1184053 | OtherCostOrOtherBasis |
| Depreciation | 723009 | Depreciation |
| Book Value | 461044 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 190920 | OtherCostOrOtherBasis |
| Depreciation | 133711 | Depreciation |
| Book Value | 57209 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1573611 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OPERATING PAYABLES DUE TO THE NEW ENGLAND COLLEGE OF OPTOMETRY | $586,302 |
| LOANS PAYABLE DUE TO THE NEW ENGLAND COLLEGE OF OPTOMETRY | $1,449,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2035619 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8376866 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1847 | NetUnrealizedGainsInvestments |
| Other Revenues | 668487 | OtherRevenues |
| Revenue Not Rptd F990 | 670334 | RevenueNotRptdF990 |
| Revenue Subtotal | 7706532 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7706532 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8164257 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 668487 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 668487 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7495770 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7495770 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO HELP FUND VISION CARE FOR INDIVIDUALS WITH DISABILITIES, INDIVIDUALS WHO CANNOT AFFORD EYE CARE AS WELL AS FOR VISION RESEARCH RELATED TO AGING AND THE ONSET OF ALZHEIMER'S DISEASE. ALL USES ARE TO BE IN ACCORDANCE WITH DONOR'S INSTRUCTIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | NEEI 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. NEEI HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATION AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, NEEI HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. NEEI IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. NEEI'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 668,487. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 668,487. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLIFFORD SCOTT OD MPH | ||||||||||||||
| DIRECTOR/PRESIDENT | 0 | 277687 | 0 | 0 | 0 | 4949 | 0 | 22500 | 0 | 1431 | 0 | 306567 | 0 | 0 |
| ROBERT GORDON CPA MST | ||||||||||||||
| VP/SECRETARY | 0 | 150054 | 0 | 0 | 0 | 2458 | 0 | 14114 | 0 | 19555 | 0 | 186181 | 0 | 0 |
| BRUCE BERNIER MBA | ||||||||||||||
| CFO/TREASURER | 0 | 164638 | 0 | 0 | 0 | 271 | 0 | 15525 | 0 | 20652 | 0 | 201086 | 0 | 0 |
| JODY FLEIT RN MS | ||||||||||||||
| CEO | 153340 | 20910 | 0 | 0 | 1396 | 190 | 14490 | 1976 | 18915 | 2579 | 188141 | 25655 | 0 | 0 |
| KATHLEEN WROBEL M ED | ||||||||||||||
| COO | 136184 | 0 | 0 | 0 | 1093 | 0 | 12702 | 0 | 10041 | 0 | 160020 | 0 | 0 | 0 |
| ROGER WILSON OD FAAO | ||||||||||||||
| VP | 159149 | 0 | 0 | 0 | 871 | 0 | 14584 | 0 | 7986 | 0 | 182590 | 0 | 0 | 0 |
| MARK W O'DONOGHUE OD | ||||||||||||||
| CLINICAL DIRECTOR | 139647 | 0 | 10598 | 0 | 974 | 0 | 11809 | 0 | 18564 | 0 | 181592 | 0 | 0 | 0 |
| RICHARD C LAUDON OD FAAO | ||||||||||||||
| COORDINATOR-VISION THERAPY | 128915 | 0 | 0 | 0 | 1737 | 0 | 11300 | 0 | 18211 | 0 | 160163 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE NEW ENGLAND COLLEGE OF OPTOMETRY IS THE SOLE MEMBER OF NEW ENGLAND EYE INSTITUTE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NEW ENGLAND COLLEGE OF OPTOMETRY IS THE SOLE MEMBER OF THE NEW ENGLAND EYE INSTITUTE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | UNDER THE NEEI'S BY-LAWS, THE NEW ENGLAND COLLEGE OF OPTOMETRY AS SOLE MEMBER, IN ADDITION TO THOSE POWERS AND RIGHTS GRANTED UNDER MASSACHUSETTS LAW, HAS THE POWER TO APPOINT THE INITIAL DIRECTORS OF NEEI, TO APPOINT AND REMOVE THE PRESIDENT OF NEEI, TO MANAGE THE INVESTMENTS OF NEEI, TO REVIEW AND APPROVE CAPITAL OR DEVELOPMENT PLANS OVER A CERTAIN AMOUNT, TO REVIEW AND APPROVE ALL PROPOSED OPERATING AND CAPITAL BUDGETS, TO APPOINT THE INDEPENDENT AUDITOR, TO APPROVE ALL MORTGAGES OR GRANTING OF A SECURITY INTEREST IN THE ASSETS OF NEEI, ETC. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY MANAGEMENT AND APPROVED BY THE COLLEGE'S AUDIT AND COMPLIANCE COMMITTEE. IT IS FURNISHED TO ALL TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE'S WRITTEN CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES, OFFICERS, AND KEY EMPLOYEES TO REPORT AT LEAST ANNUALLY, ON A WRITTEN BASIS, ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST. THOSE STATEMENTS ARE FIRST REVIEWED BY THE GOVERNANCE AND TRUSTEESHIP COMMITTEE AND THEN REFERRED TO THE AUDIT AND COMPLIANCE COMMITTEE. AFTER REVIEW AND CLARIFICATION, THOSE CONFLICTS ARE DISCUSSED WITH THE FULL BOARD IRRESPECTIVE OF DOLLAR AMOUNT. DIRECTORS ARE PROHIBITED FROM VOTING ON MATTERS INVOLVING AN ACTUAL OR POTENTIAL CONFLICT AND ARE REQUESTED TO RECUSE THEMSELVES FROM VOTING ON SUCH MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | NEEI'S PRACTICE HAS BEEN TO FORM A SUBCOMMITTEE COMPOSED OF SEVERAL DIRECTORS TO IDENTIFY A CANDIDATE AS ITS CEO AS WELL AS TO DETERMINE AN APPROPRIATE COMPENSATION PACKAGE WITH THE ASSISTANCE OF AN INDEPENDENT SEARCH FIRM. THE SUBCOMMITTEE REVIEWS COMPENSATION DATA FROM SIMILAR HEALTH RELATED ORGANIZATIONS INCLUDING DATA FROM 990'S AS WELL AS STATE FILINGS. THE RECOMMENDED HIRE AND OR COMPENSATION RANGE IS THEN APPROVED BY THE FULL BOARD OF NEEI. THE VOTE IS THEN SUBMITTED AS A RECOMMENDATION TO THE PRESIDENT OF THE COLLEGE FOR FINAL APPROVAL. THE CEO OF NEEI SETS COMPENSATION OF ITS KEY EMPLOYEES USING COMPARABLE DATA, INCLUDING 990, STATE FILINGS AND CPI DATA, PROVIDED BY DIRECTOR OF HUMAN RESOURCES AS WELL AS INPUT FROM THE CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. ADDITIONALLY, THE FORM 990 IS AVAILABLE VIA WWW.GUIDESTAR.ORG. |
| FORM 990, PART VII, SECTION A: | COMPENSATION FOR EMPLOYEES OF NEW ENGLAND EYE INSTITUTE, INC. IS ADMINISTERED BY THE NEW ENGLAND COLLEGE OF OPTOMETRY, INCLUDING THE FILING OF PAYROLL TAX RETURNS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEW ENGLAND COLLEGE OF OPTOMETRY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 BEACON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041591060 | EIN |
| Primary Activities | PROFESSIONAL GRADUATE SCHOOL OF OPTOMETRY | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 2 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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