2014-08-15T07:51:30-05:00 2013-09-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2012-10-01 042203836 JOSLIN DIABETES CENTER INC JOSL 6173092400 ONE JOSLIN PLACE BOSTON MA 022155306 JOHN L BROOKS III 6173092400 2014-08-14 1 CRAIG KLEIN P00734640 6177610600 2012 2015-11-30 17:44:51Z JOHN L BROOKS III ONE JOSLIN PLACE BOSTON MA 022155306 97340144 0 X WWW.JOSLIN.ORG X 1950 MA OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. 13 10 699 115 0 0 41682623 38942913 45874496 44922618 5294067 10131808 1388347 1708065 94239533 95705404 5398708 6235072 0 0 49826411 51037694 408988 372938 2658098 34320035 35017210 89954142 92662914 4285391 3042490 135879420 137096256 30172578 27206457 105706842 109889799 X OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. 0 0 38799047 6235072 41394499 PATIENT CARE: JOSLIN HAS TREATED THOUSANDS OF PATIENTS OVER ITS 100+ YEAR HISTORY. PATIENTS ARE SEEN IN THE JOSLIN CLINIC FOR SERVICES THAT INCLUDE ENDOCRINOLOGY, OPHTHALMOLOGY, NEPHROLOGY, PSYCHOSOCIAL SERVICES, NUTRITION, EXERCISE PHYSIOLOGY AND OTHERS. IN ADDITION, JOSLIN HAS A PROFESSIONAL EDUCATION PROGRAM WHICH EDUCATES PHYSICIANS NATIONWIDE ON JOSLIN TREATMENT METHODS FOR PATIENTS WITH DIABETES.SEE THE COMMUNITY BENEFIT STATEMENT ON SCHEDULE O. 33602751 4541463 RESEARCH: MILLIONS OF PEOPLE WITH DIABETES THROUGHOUT THE WORLD BENEFIT DIRECTLY FROM BASIC AND CLINICAL RESEARCH CONDUCTED AT THE CENTER. APPROXIMATELY 300 RESEARCHERS EMPLOYED AT THE JOSLIN DIABETES CENTER ARE WORKING ON VARIOUS ASPECTS OF DIABETES, SEARCHING FOR WAYS TO PREVENT AND TREAT DIABETES IN ALL ITS FORMS AND ULTIMATELY FIND A CURE FOR THE DISEASE.SEE THE COMMUNITY BENEFIT STATEMENT ON SCHEDULE O. 72401798 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 270 1 1 699 1 0 0 0 0 0 1 1 0 0 0 0 X 13 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA AL AK AZ CA CT GA IL KS KY ME MD MI MS NH NJ NM NY NC OH OK OR PA RI SC TN UT WA WV VA WI CO HI MN MO ND X TIMOTHY P GARLAND 6173095744 ONE JOSLIN PLACE BOSTON MA 02215 ABRAHAMSON MARTIN J 39.00 1.00 X X 336503 0 49735 BROOKS III JOHN L 39.00 1.00 X X 715913 0 37894 KING MD GEORGE L 40.00 0.00 X X 366255 0 42976 COOK JR JOHN J 2.00 0.00 X 0 0 0 AMENTA MD PH D PETER S 2.00 0.00 X 0 0 0 GARDINER NATHANIEL S 2.00 0.00 X 0 0 0 GROSSMAN MORELLA M 2.00 0.00 X 0 0 0 LAGASSE ANNE M 2.00 1.00 X 0 0 0 JAMES RALPH M 2.00 0.00 X 0 0 0 PETERSON JAMES L 2.00 0.00 X 0 0 0 REHNERT GEOFFREY S 2.00 0.00 X 0 0 0 RUSSELL MARK E 2.00 0.00 X 0 0 0 SMITH RICHARD A 2.00 0.00 X 0 0 0 MARKELLO ROSS J 39.00 1.00 X 518809 0 47043 CHAPMAN JOHN C 39.00 1.00 X 284943 0 14583 MARIA BUCKLEY 39.00 1.00 X 112936 0 5046 KAHN C RONALD 40.00 0.00 X 469641 0 40214 ARRIGG PAUL G 40.00 0.00 X 278911 0 48494 SHARUK GEORGE S 40.00 0.00 X 271156 0 55090 HAMDY OSAMA 40.00 0.00 X 270676 0 46770 AIELLO LLOYD PAUL 40.00 0.00 X 315457 0 34200 ANEJA RAJNI 40.00 0.00 X 382581 0 670 4323781 0 422715 110 0 1 0 MARK D CRAWFORD POBOX 554 BILLERICA MA 01865 ARCHITECTURAL 902299 PIERCE ATWOOD 100 SUMMER ST SUITE 2250 BOSTON MA 02110 LEGAL 554349 DUANE MORRIS LLP 470 ATLANTIC AVE SUITE 500 BOSTON MA 02110 LEGAL 229051 INTEGRATED LEARNING PARTNERS 122 NEWTOWN TPKE SUITE B WESTPORT CT 06880 MANAGEMENT CONSULTING 212082 VICTOR SOLOD 168 SOUTH BENNINGTON ROAD BENNINGTON NH 03442 ELECTRICAL 209364 11 698614 25929067 12315232 278519 38942913 SERVICE AGREEMENT 900099 25778891 25778891 ED. PROG./PUBLICATIONS 900099 14588948 14588948 RESEARCH GRANTS 900099 4541463 4541463 CLINIC PATIENT SVCS REV. 900099 13316 13316 44922618 1048082 1048082 1289559 985670 303889 303889 303889 9083726 0 9083726 9083726 9083726 1014455 698614 633498 380957 380957 25447 15572 9875 9875 OTHER REVENUE 900099 1013344 1013344 1013344 95705404 45935962 0 10826529 6235072 6235072 3032423 1301339 1731084 38602575 31909757 5180169 1512649 1811919 1445318 300772 65829 4921341 3925619 816924 178798 2669436 2129336 443116 96984 865289 138199 727090 173300 61947 111353 372938 372938 459575 459575 8177012 5214518 2951098 11396 237544 164752 71252 1540 354366 209623 138384 6359 2385494 1411106 940124 34264 894339 795892 74316 24131 460604 339978 110100 10526 195060 195060 4114661 2433971 1621589 59101 691755 427512 264243 SUPPLIES 5958689 5772360 172205 14124 RESEARCH CONSULTING 5532924 5532924 EQUIP. RENTAL/MAINT. 1520212 505846 950862 63504 PRINTING & PUBLICATIONS 682135 548359 6390 127386 2314251 1898370 337312 78569 92662914 72401798 17603018 2658098 533998 430337 6358223 3856709 10257652 7121201 107324 108317 1207540 1558649 96324237 67035179 22857778 29289058 64124324 54447787 23639361 33290393 6793220 6993805 135879420 137096256 10264723 8682379 6741949 7670251 7020000 5400000 292893 179484 5853013 5274343 30172578 27206457 X 34043032 36941395 29347138 30332813 42316672 42615591 105706842 109889799 135879420 137096256 X 3042490 1667815 -1 -527347 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55777013 287225 7730063 1956134 61838167 48995434 302343 8135272 1656036 55777013 51791767 441237 -1739266 1498304 48995434 51460825 175943 3347980 3192981 51791767 44833831 2106784 4520210 51460825 0.00000 0.68910 0.31090 1 0 1072684 1072684 69774025 48124139 21649886 25477528 18911040 6566488 29289058 LIFE INSURANCE POLICIES 144484 F ADAGE LIMITED PARTNERSHIP 32120528 F EQUITY MUTUAL FUNDS 1025381 F 33290393 ASSETS HELD AS AGENT 1877412 OTHER ASSETS 1154905 PROFESSIONAL LIABILITY REINSURANCE RECOVERIES 1898000 DUE FROM AFFILIATES 2063488 6993805 OBLIGATIONS UNDER CHARITABLE REMAINDER TRUSTS 978931 ACCRUED ASSET RETIREMENT OBLIGATION 520000 AMOUNTS HELD AS AGENT 1877412 PROFESSIONAL LIABILITIY REINSURANCE RECOVERIES 1898000 5274343 X 97954861 1667815 1634740 3302555 94652306 1053098 1053098 95705404 93244556 1634740 1634740 91609816 1053098 1053098 92662914 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE CENTER'S ENDOWMENT FUNDS ARE USED TO SUPPORT DIABETES RESEARCH AND PATIENT CARE. THE BOARD OF DIRECTORS VOTED TO SPEND 4% OF THE AVERAGE OF THE FAIR VALUE OF QUALIFYING LONG-TERM INVESTMENTS APPLIED TO A THREE-YEAR MONTHLY AVERAGE WITH A ONE YEAR LAG. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: JOSLIN HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM TAXATION ON RELATED INCOME UNDER SECTION 501(A) OF THE CODE. THE IRS HAS ALSO PREVIOUSLY DETERMINED THAT THE ENTITY IS NOT A PRIVATE FOUNDATION PURSUANT TO SECTION 509(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 985,670. FUNDRAISING EXPENSES 633,498. GAMING EXPENSES 15,572. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED DESIGNATED FOR CLINIC SPENDING 1,053,098. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 985,670. FUNDRAISING EXPENSES 633,498. GAMING EXPENSES 15,572. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED DESIGNATED FOR CLINIC SPENDING 1,053,098. NORTH AMERICA 0 0 INVESTMENTS 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 X X X X X X X 1 DONOR POINT MARKETING 649 NORTH HORNERS LANE ROCKVILLE MD 20850 DIRECT MAIL 0 537673 372938 164735 537673 372938 164735 AL AK AZ CA CO CT GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI HIGH HOPES GALA 1203619 371000 832619 12500 388567 3446 33999 A SPOONFUL OF GINGER 300100 208280 91820 37000 13798 7295 23569 2 209350 119334 90016 44958 14015 25330 29021 1713069 698614 1014455 12500 470525 27813 36071 86589 633498 380957 25447 14300 1272 0 25447 14300 1272 15572 9875 MA 1 0 1 0 0.00000 1.00000 WILLIAM TSOULES ONE JOSLIN PLACE BOSTON MA 022155306 0 RICK PRICE RICK PRICE SERVES AS VICE PRESIDENT OF DEVELOPMENT. AS SUCH, IN ADDITION TO OTHER DUTIES, HE OVERSEES RAFFLE ACTIVITIES. X 0 0 JOSLIN CLINIC INC ONE JOSLIN PLACE BOSTON MA 02115 222984590 501(C)(3) 6235072 DEFICIT CONTRIBUTION AND DESIGNATED SPENDING 1 0 X X X X 1 0 0 0 0 0 0 0 0 ABRAHAMSON MARTIN J 304613 0 30000 0 1890 0 19493 0 30242 0 386238 0 0 0 BROOKS III JOHN L 657784 0 56700 0 1429 0 0 0 37894 0 753807 0 0 0 KING MD GEORGE L 332365 0 32000 0 1890 0 19493 0 23483 0 409231 0 0 0 MARKELLO ROSS J 468919 0 48000 0 1890 0 19495 0 27548 0 565852 0 0 0 CHAPMAN JOHN C 199603 0 0 0 85340 0 14583 0 0 0 299526 0 0 0 KAHN C RONALD 468591 0 300 0 750 0 19495 0 20719 0 509855 0 0 0 ARRIGG PAUL G 277861 0 300 0 750 0 19495 0 28999 0 327405 0 0 0 SHARUK GEORGE S 270106 0 300 0 750 0 19495 0 35595 0 326246 0 0 0 HAMDY OSAMA 269731 0 300 0 645 0 19495 0 27275 0 317446 0 0 0 AIELLO LLOYD PAUL 288267 0 25300 0 1890 0 19493 0 14707 0 349657 0 0 0 ANEJA RAJNI 269539 0 0 0 113042 0 0 0 670 0 383251 0 0 0 PART I, LINE 4A RANJI ANEJA, $112,502 SEVERENCE JOHN CHAPMAN, $84,031 SEVERENCE KATHERINE A BROOKS DAUGHTER OF PRESIDENT/CEO 24860 COMPENSATION FOR SERVICES 0 X 18 158727 MARKET VALUE AT RECEIPT X AUCTION ITEMS 75 119792 DONATED VALUE 0 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION USES VOLUNTEER COMMITTEES FOR EVENTS THAT SOLICIT OTHER PARTIES TO OBTAIN AUCTION ITEMS. COMMUNITY BENEFIT STATEMENT FORM 990, PART III, LINE 4A & B: JOSLIN DIABETES CENTER, LOCATED IN BOSTON, MASSACHUSETTS, IS THE WORLD'S LARGEST DIABETES RESEARCH AND CLINICAL CARE ORGANIZATION. JOSLIN IS DEDICATED TO ENSURING THAT PEOPLE WITH DIABETES LIVE LONG, HEALTHY LIVES AND OFFERS REAL HOPE AND PROGRESS TOWARD DIABETES PREVENTION AND A CURE. JOSLIN IS AN INDEPENDENT, NONPROFIT INSTITUTION AFFILIATED WITH HARVARD MEDICAL SCHOOL. OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. THE GLOBAL DIABETES PANDEMIC THE EXPLOSION OF DIABETES WORLDWIDE SHOWS NO SIGNS OF ABATING. THREE YEARS AGO, THE INTERNATIONAL DIABETES FEDERATION (IDF) ESTIMATED THAT "THE NUMBER OF PEOPLE LIVING WITH DIABETES IS EXPECTED TO RISE FROM 366 MILLION IN 2011 TO 552 MILLION BY 2030. THIS EQUATES TO APPROXIMATELY THREE NEW CASES EVERY TEN SECONDS OR ALMOST TEN MILLION PER YEAR. IDF ALSO ESTIMATES THAT AS MANY AS 183 MILLION PEOPLE ARE UNAWARE THAT THEY HAVE DIABETES." SINCE THOSE NUMBERS WERE RELEASED, EVERYTHING POINTS TO THESE PREDICTIONS COMING VERY TRUE. THIS MEANS A TOTAL OF APPROXIMATELY 550 MILLION PEOPLE AT SIGNIFICANTLY INCREASED RISK FOR HEART DISEASE AND STROKE, KIDNEY DISEASE, BLINDNESS, NERVOUS SYSTEM DAMAGE, AMPUTATION AND EARLY DEATH. DIABETES IN THE UNITED STATES THE UNITED STATES FACES THE SAME PROBLEMS. DATA PUBLISHED IN JANUARY 2011 BY THE CENTERS FOR DISEASE CONTROL (CDC), SHOWS THAT 25.8 MILLION AMERICANS HAVE DIABETES. IN ADDITION, AN ESTIMATED 79 MILLION U.S. ADULTS HAVE PRE-TYPE 2 DIABETES, WHICH CAN BE EXPECTED TO DEVELOP INTO FULL-BLOWN DISEASE. THIS MEANS THAT DIABETES AFFECTS 8.3 PERCENT OF AMERICANS OF ALL AGES, AND 11.3 PERCENT OF ADULTS AGED 20 AND OLDER. PRE-TYPE 2 DIABETES AFFECTS 35 PERCENT OF ADULTS AGED 20 AND OLDER. AND IT IS ESTIMATED THAT ABOUT 27 PERCENT OF THOSE WITH DIABETES-7 MILLION AMERICANS-DO NOT KNOW THEY HAVE THE DISEASE. SOME OTHER FRIGHTENING STATISTICS: - IT IS ESTIMATED THAT 1.9 MILLION AMERICANS ARE DIAGNOSED WITH DIABETES. - HALF OF AMERICANS AGED 65 AND OLDER HAVE PRE-TYPE 2 DIABETES; NEARLY 27 PERCENT OF AMERICANS AGED 65 HAVE DIABETES. - ABOUT 215,000 AMERICANS YOUNGER THAN AGE 20 HAVE DIABETES, AND WHILE MOST OF THIS IS TYPE 1 DIABETES, IN THE 10-19 AGE GROUP, ALMOST 30% IS TYPE 2 DIABETES. THE PERSONAL AND FINANCIAL IMPACT OF DIABETES DIABETES IS ASSOCIATED WITH AN INCREASED RISK FOR A NUMBER OF DEVASTATING COMPLICATIONS, INCLUDING HEART DISEASE AND STROKE, KIDNEY DISEASE, BLINDNESS AND AMPUTATIONS. OVERALL, THE RISK FOR DEATH AMONG PEOPLE WITH DIABETES IS ABOUT TWICE THAT OF PEOPLE WITHOUT DIABETES OF SIMILAR AGE. INCREASES IN BOTH TYPES 1 AND 2 DIABETES, AS WELL AS OBESITY, A PRECURSOR OF TYPE 2 DIABETES, ARE ALSO BEING OBSERVED IN CHILDREN AND ADOLESCENTS PRESENTING FUTURE CHALLENGES TO THE HEALTHCARE SYSTEM. IN ADDITION TO THE HUMAN TOLL, THE FINANCIAL BURDEN ASSOCIATED WITH DIABETES IS STAGGERING. ACCORDING TO A 2013 ANALYSIS CONDUCTED BY THE AMERICAN DIABETES ASSOCIATION: - $245 BILLION: TOTAL COSTS OF DIAGNOSED DIABETES IN THE UNITED STATES IN 2012 - $176 BILLION FOR DIRECT MEDICAL COSTS - $69 BILLION IN REDUCED PRODUCTIVITY JOSLIN IS MEETING THE CHALLENGE OF THE DIABETES EPIDEMIC JOSLIN DIABETES CENTER IS THE WORLD'S LARGEST DIABETES RESEARCH CENTER, DIABETES CLINIC AND PROVIDER OF DIABETES EDUCATION. AMONG THE HARVARD MEDICAL SCHOOL AFFILIATED INSTITUTIONS, JOSLIN IS ONE OF THE MOST RESEARCH-INTENSIVE ACADEMIC MEDICAL CENTERS AND IS UNIQUE IN ITS SOLE FOCUS ON DIABETES. THIS CONCENTRATED FOCUS ON A SINGLE DISEASE ALLOWS IT TO RAPIDLY DISCOVER, CREATE AND DISTRIBUTE NEW KNOWLEDGE ABOUT DIABETES PREVENTION, TREATMENT OPTIONS AND RESEARCH TOWARD A CURE. FOUNDED IN 1898 BY ELLIOTT P. JOSLIN, M.D., JOSLIN TODAY HAS ALMOST 600 EMPLOYEES WORKING IN THREE MAJOR DIVISIONS: - JOSLIN RESEARCH, A HIGHLY COLLABORATIVE TEAM OF MORE THAN 300 PEOPLE WITH MORE THAN 46 FACULTY LEVEL INVESTIGATORS UNDERTAKING THE LARGEST RESEARCH PROGRAM AIMED AT PREVENTING AND CURING TYPE 1 AND TYPE 2 DIABETES AND THEIR LONG-TERM COMPLICATIONS. - JOSLIN CLINIC, THE WORLD'S FIRST AND MOST RESPECTED DIABETES CARE FACILITY, WHICH CARES FOR 22,000 ADULT AND PEDIATRIC PATIENTS A YEAR. - JOSLIN HEALTHCARE SOLUTIONS, WHICH DEVELOPS AND MARKETS INNOVATIVE PROGRAMS, PRODUCTS AND SERVICES THAT EXPAND THE AVAILABILITY OF JOSLIN KNOWLEDGE AND EXPERTISE TO PEOPLE WITH DIABETES AND THE CLINICIANS WHO CARE FOR THEM. JOSLIN IS ONE OF THE MOST SIGNIFICANT ASSETS TO THE PATIENT AND MEDICAL COMMUNITY IN BOSTON, A CITY REGARDED AS THE COUNTRY'S PREEMINENT MEDICAL CENTER. JOSLIN'S INVALUABLE EDUCATIONAL PROGRAMS AND CARE RESOURCES BENEFIT PATIENTS IN THE SURROUNDING NEIGHBORHOOD, THE CITY OF BOSTON AND THE NEW ENGLAND REGION. JOSLIN RESEARCH: IMPACT THROUGH DISCOVERY THE JOSLIN RESEARCH TEAM REPRESENTS THE MOST COMPREHENSIVE AND DYNAMIC RESEARCH PROGRAM DEDICATED EXCLUSIVELY TO DIABETES ANYWHERE IN THE WORLD. THERE IS NO INSTITUTION QUITE LIKE JOSLIN, WHERE RESEARCH IS DIRECTLY COUPLED TO PATIENT CARE AND EDUCATION, WHICH FACILITATES IMPROVING THE LIVES OF PEOPLE WITH DIABETES. JOSLIN INVESTIGATORS, WHO ENGAGE IN BOTH LABORATORY AND CLINICAL RESEARCH ACROSS THE SECTIONS INTO WHICH THE RESEARCH DIVISION IS ORGANIZED, ARE ADVANCING SCIENCE AT AN UNUSUALLY FAST PACE DUE TO JOSLIN'S UNIQUE ENVIRONMENT. AT ANY GIVE TIME THERE ARE FIVE COLLABORATIONS-ON AVERAGE-BETWEEN PRINCIPAL INVESTIGATORS, RESULTING IN LONGITUDINAL RESEARCH ADVANCEMENTS AND PROGRESSION TOWARDS IMPROVING CARE AND FINDING A CURE. FROM UNDERSTANDING THE INTERFACE BETWEEN DIABETES AND GENETICS, TO THE ROLE OF INFLAMMATION IN DIABETES, TO DISCOVERIES IN BROWN FAT, THE MORE THAN 300 SCIENTISTS AT JOSLIN ARE DEDICATED TO PURSUING INNOVATIVE PATHWAYS OF DISCOVERY TO PREVENT, TREAT AND CURE TYPE 1 AND TYPE 2 DIABETES AND THEIR COMPLICATIONS, WITH THE ULTIMATE GOAL OF A WORLD FREE FROM DIABETES. WE ARE ESPECIALLY EXCITED ABOUT OUR SOON-TO-OPEN TRANSLATIONAL CENTER FOR THE CURE OF DIABETES: A DYNAMIC PLATFORM FOR SPEEDING IDEAS AND CONCEPTS FROM OUR CLINIC TO OUR RESEARCH LABS AND BACK TO THE CLINIC IN THE FORM OF INNOVATIVE CARE MODELS, TREATMENTS AND, ULTIMATELY, A CURE. THIS EXTENSIVE RELATIONSHIP BETWEEN RESEARCH AND CLINICAL CARE-WHICH IS CENTRAL TO JOSLIN'S APPROACH TO DIABETES-HAS RESULTED IN THE MOST IMPORTANT HISTORICAL DISCOVERIES AND IMPROVEMENTS IN DIABETES CARE WORLDWIDE. THIS INCLUDES THE RECOGNITION THAT TIGHT BLOOD GLUCOSE CONTROL CAN SLOW OR PREVENT DIABETES COMPLICATIONS, CREATION OF TREATMENT PROTOCOLS TO ENABLE WOMEN WITH DIABETES TO HAVE HEALTHY BABIES, THE IDENTIFICATION OF MARKERS FOR PRE-DIABETES, AND PIONEERING LASER SURGERY FOR DIABETIC EYE DISEASE-ALL DEVELOPED AT JOSLIN. OUR RESEARCH HAS AN IMPACT ON PEOPLE WITH DIABETES LOCALLY, NATIONALLY AND INTERNATIONALLY-IN THE AREAS OF TYPE 1 DIABETES, TYPE 2 DIABETES AND DIABETES COMPLICATIONS. FOR EXAMPLE, INVESTIGATORS IN SEVERAL JOSLIN RESEARCH SECTIONS ARE EXPLORING THE COMPLEXITY OF DIABETES COMPLICATIONS, SUCH AS CARDIOVASCULAR, KIDNEY AND EYE DISEASE. WHERE ELSE COULD YOU FIND A DATABASE OF BIOLOGICAL AND PSYCHOLOGICAL DATA FROM PATIENTS WITH DIABETES, STRETCHING BACK DECADES? JOSLIN CLINIC RECORDS HAVE BEEN INVALUABLE IN STUDYING HOW COMPLICATIONS DEVELOP AND PROGRESS OVER TIME. GENETICS RESEARCHERS AT JOSLIN ARE STUDYING WHAT CHANGES IN THE GENES MAKE PEOPLE WITH DIABETES SUSCEPTIBLE TO THESE COMPLICATIONS. OTHER INVESTIGATORS FOCUS ON THE IMPACT OF INSULIN ON BLOOD VESSELS. AND STILL OTHERS SPECIALIZE IN THE MOLECULAR MECHANISMS THAT LEAD TO LONG-TERM COMPLICATIONS. INCLUDED IN THE MANY AREAS OF SCIENTIFIC EXPLORATION IS PEDIATRIC RESEARCH. AT A BASIC RESEARCH LEVEL, WE ARE WORKING ON UNTANGLING THE COMPLEX COMBINATION OF GENES AND ENVIRONMENT THAT RESULTS IN THE DESTRUCTION OF INSULIN-MAKING CELLS IN THE PANCREAS, THE CAUSE OF TYPE 1 DIABETES. WE ARE ALSO EXPLORING THE POTENTIAL OF STEM CELLS AND ISLET CELL TRANSPLANTATION. WE WANT TO UNDERSTAND TYPE 2 DIABETES BETTER AS WELL, AS IT IS INCREASING IN ALARMING NUMBERS AMONG CHILDREN AND TEENS. THERAPIES FOR TYPE 2 DIABETES ARE GEARED TO ADULTS, AS THIS WAS FORMERLY CONSIDERED JUST A DISEASE OF ADULTHOOD. JOSLIN IS A PRINCIPAL SITE FOR A NATIONAL STUDY THAT SEEKS TO IDENTIFY THE MOST EFFECTIVE THERAPY FOR THE EARLY STAGES OF TYPE 2 DIABETES IN YOUNGSTERS. COMPLEMENTING OUR BASIC RESEARCH WORK IS OUR CLINICAL RESEARCH. APPROXIMATELY 30 TO 40 PERCENT OF ALL RESEARCH AT JOSLIN IS CLINICAL RESEARCH. MORE THAN 150 CLINICAL TRIALS AND HUMAN SUBJECT STUDIES ARE UNDER WAY AT ANY GIVEN TIME, RANGING FROM STUDIES OF PROMISING NEW DRUGS TO THOSE EVALUATING THE IMPACT OF LIFESTYLE CHANGES SUCH AS WEIGHT LOSS AND INCREASED PHYSICAL ACTIVITY. JOSLIN KNOWLEDGE ACROSS THE GLOBE JOSLIN SCIENTISTS KNOW THAT A RESEARCH BREAKTHROUGH CAN AFFECT THE HEALTH AND LIVES OF MILLIONS OF PEOPLE. AND SO CAN EDUCATION. JOSLIN HAS ONE OF THE LARGEST DIABETES TRAINING PROGRAMS IN THE WORLD, EDUCATING 150 M.D. AND PH.D. RESEARCHERS ANNUALLY. THERE ARE COUNTLESS JOSLIN M.D. ALUMNI WORKING AROUND THE WORLD. THROUGH JOSLIN'S EDUCATIONAL PROGRAMS, WE SEEK TO IMPROVE THE PUBLIC HEALTH AT LARGE. JOSLIN'S PROFESSIONAL EDUCATION ACTIVITIES REACH NEARLY 50,000 PRIMARY CARE PHYSICIANS AND ALLIED HEALTH PROFESSIONALS ANNUALLY. THROUGH THIS AUDIENCE, JOSLIN HAS ACHIEVED NATIONAL VISIBILITY AND A REPUTATION FOR EXCELLENCE IN PRODUCING ACTIVITIES THAT HAVE MEASURABLE IMPACT ON PHYSICIAN PERFORMANCE AND PATIENT OUTCOMES. THESE PROGRAMS EMPOWER HEALTHCARE PROVIDERS TO MORE EFFECTIVELY SET THE STANDARDS OF DIABETES CARE FOR THEIR COMMUNITIES, PROVIDE OPTIMAL MANAGEMENT OF ALL DIABETES PATIENTS, IMPROVE HEALTHCARE OUTCOMES AND ENHANCE PATIENT QUALITY OF LIFE. EDUCATION IS PROVIDED IN A VARIETY OF FORMATS INCLUDING LIVE WEEKEND AND EVENING DIDACTIC SYMPOSIA, INTERACTIVE PATIENT ENCOUNTER SIMULATIONS, BOTH LIVE AND CONTINUING ONLINE, WEB-BASED SELF-STUDIES, MOBILE APPLICATIONS AND PERFORMANCE IMPROVEMENT PROGRAMS. SINCE 2002, JOSLIN PROFESSIONAL EDUCATION HAS REACHED MORE THAN 500,000 HEALTHCARE PROVIDERS. WE KNOW THAT 80 PERCENT OF PEOPLE WITH DIABETES SEE THEIR PRIMARY CARE PROVIDERS FOR THEIR DIABETES CARE. THROUGH OUR PROFESSIONAL EDUCATION PROGRAMS, WE ARE REACHING THESE PROVIDERS, WITH THE GOAL OF ENSURING THAT ALL PATIENTS WITH DIABETES GET THE BEST CARE POSSIBLE. AND IT IS ALLIED HEALTH PROFESSIONALS IN PARTICULAR WHO ARE NOW THE PRIMARY PROVIDER OF DIABETES EDUCATION FOR PEOPLE WITH DIABETES. THEY PROVIDE CONTINUING SUPPORT AND ADVICE ON BLOOD GLUCOSE AND A1C MONITORING, MEDICATION MANAGEMENT, ACUTE COMPLICATION PREVENTION AND MANAGEMENT, PSYCHOSOCIAL ASSESSMENT AND ISSUES, MEAL PLANNING, NUTRITION MANAGEMENT AND PHYSICAL ACTIVITY. WE PROVIDE A PRACTICAL FOCUS ON 'SYSTEMS IMPROVEMENT IN THE PRIMARY CARE SETTING' AS OPPOSED TO JUST IMPARTING INDIVIDUAL KNOWLEDGE. AS A RESULT, THE ALLIED HEALTH PROFESSIONAL IS AN INTEGRAL TEAM MEMBER IN PROMOTING OPTIMAL DIABETES CARE. THROUGH ALL ACTIVITIES WE FOCUS ON EDUCATION, SUPPORT, TOOLS AND RESOURCES TO ENABLE THE ALLIED HEALTH PROFESSIONAL TO BE A PART OF A MORE EFFICIENT AND EFFECTIVE SYSTEM OF CARE, REGARDLESS OF THE CARE DELIVERY ENVIRONMENT. JOSLIN HAS DEVELOPED A NUMBER OF CLINICAL GUIDELINES TO HELP HEALTHCARE PROVIDERS, BOTH AT JOSLIN AND IN THE COMMUNITY, IMPROVE THE TREATMENT AND CARE OF INDIVIDUALS WITH DIABETES. EXPERTS FROM JOSLIN DEVELOPED THESE GUIDELINES, WHICH ARE RECOMMENDATIONS FOR CLINICAL PRACTICE AND TREATMENT, AND THEY ARE UNIQUE IN THAT THEY ARE CLEAR, CONCISE AND EASY TO USE. THEY ARE ALSO FREE AND EASILY ACCESSED VIA THE JOSLIN WEB SITE. THE PRIMARY OBJECTIVE OF JOSLIN DIABETES CENTER'S CLINICAL GUIDELINES IS TO SUPPORT CLINICAL PRACTICE AND INFLUENCE CLINICAL BEHAVIORS OF PROVIDERS SO THAT OUTCOMES ARE IMPROVED AND PATIENT EXPECTATIONS ARE INFORMED AND REASONABLE. THEY SERVE AS THE BASIS FOR ALL OF JOSLIN'S CLINICAL PROGRAMS, CARE PATHWAYS, PROFESSIONAL AND PATIENT EDUCATION PROGRAMS AND SELF-MANAGEMENT ENDURING MATERIALS AT JOSLIN IN BOSTON, AT OUR AFFILIATES ACROSS THE COUNTRY AND IN OUR OUTREACH PROGRAMS WORLDWIDE. PROVIDING HEALTH SOLUTIONS TO THE WORLD SINCE 1987, JOSLIN HAS COMBINED ITS CLINICAL, RESEARCH AND EDUCATION INITIATIVES WITH THE GOAL OF DEVELOPING HEALTH SOLUTIONS THAT GENERATE LARGE-SCALE BENEFITS FOR ORGANIZATIONS THAT SERVE DIABETES PATIENTS, PROVIDERS AND CONSUMERS AROUND THE WORLD. JOSLIN'S PUBLICATIONS OFFER A WIDE RANGE OF BOOKS, COOKBOOKS, VIDEOTAPES, ONLINE SERVICES AND OTHER EDUCATIONAL MATERIALS FOR PEOPLE WITH BOTH TYPE 1 DIABETES AND TYPE 2 DIABETES AND THE PHYSICIANS AND ALLIED HEALTH PROVIDERS WHO CARE FOR THEM. BOOKS ARE AUTHORED BY JOSLIN DIABETES CENTER STAFF, THUS PROVIDING THE JOSLIN EXPERTISE, REPUTATION AND EXPERIENCE. JOSLIN'S PUBLICATIONS ARE AVAILABLE IN A RANGE OF LITERACY LEVELS FROM FOURTH GRADE TO HIGH SCHOOL LEVEL, AND A FULL LIST OF OUR PUBLICATIONS CAN BE FOUND ON WWW.JOSLIN.ORG/STORE. JOSLIN'S AFFILIATED CENTER PROGRAM CONSISTS OF 42 HOSPITAL-BASED AFFILIATES AND SATELLITES IN THE UNITED STATES, WHICH PROVIDE MORE THAN 176,000 ANNUAL ADULT PATIENT VISITS AND 9,000 PEDIATRIC VISITS. JOSLIN ALSO HAS AN INTERNATIONAL AFFILIATE IN KUWAIT AND ANOTHER IN CANADA. WORKING WITH DOMESTIC AND INTERNATIONAL HOSPITALS AND HEALTHCARE SYSTEMS, THESE CENTERS PROVIDE A CONTINUUM OF CARE BASED ON JOSLIN STANDARDS OF PRACTICE AND QUALITY-THAT IS, EXPERT DIABETES EDUCATION MANAGEMENT THAT CAN PREVENT COMPLICATIONS. THROUGH OUR AFFILIATED CENTER PROGRAM, WE REACH THE COUNTLESS NUMBER OF PATIENTS WHO ARE TOUCHED BY DIABETES. A TYPICAL JOSLIN AFFILIATED PROGRAM INCLUDES: - MEDICAL DIRECTOR AND PHYSICIANS WHO ARE BOARD CERTIFIED IN INTERNAL MEDICINE, OR INTERNAL MEDICINE AND ENDOCRINOLOGY. - NURSING STAFF WHO ARE CERTIFIED DIABETES EDUCATORS. - DIETITIANS WHO ARE CERTIFIED DIABETES EDUCATORS. - ACCESS TO STAFF IN THE FOLLOWING AREAS (EITHER AS PART OF THE JOSLIN PROGRAM OR THROUGH REFERRAL TO THE HOSPITAL): EXERCISE SPECIALIST; MENTAL HEALTH SPECIALIST; PODIATRIST; EYE SPECIALIST; OTHER SPECIALISTS, SUCH AS NEPHROLOGY, CARDIOLOGY, VASCULAR MEDICINE, ETC. - A WIDE RANGE OF PROGRAMS AND EDUCATIONAL MATERIALS FOR USE WITH PATIENTS. - A COMPREHENSIVE TRAINING AND EDUCATION PROGRAM FOR STAFF. THE JOSLIN WEB SITE PROVIDES BROAD ACCESS FOR INDIVIDUALS SEEKING INFORMATION AND EDUCATION ABOUT DIABETES, JOSLIN DIABETES CENTER PROVIDES MANY RESOURCES VIA OUR WEB SITE AND SOCIAL MEDIA PROGRAMS. WE OFFER "MANAGING YOUR DIABETES," A WIDE-RANGING SERIES OF ARTICLES COVERING EVERY ASPECT OF DIABETES SELF-MANAGEMENT, INCLUDING INFORMATION ON MEDICATIONS, NUTRITION, PHYSICAL ACTIVITY, DIABETES COMPLICATIONS AND FEELINGS ABOUT DIABETES. WE OFFER INTERACTIVE ONLINE CLASSES ABOUT DIABETES, DISCUSSION BOARDS AND AN ONLINE BOOKSTORE. EACH WEEK OUR COMMUNICATIONS TEAM PRODUCES NEW ARTICLES ON DIABETES MANAGEMENT AND RELATED TOPICS THAT ARE DISTRIBUTED WORLDWIDE VIA OUR DIABETES BLOG, FACEBOOK AND TWITTER ACCOUNTS AND EMAIL NEWSLETTERS. JOSLIN'S YOUTUBE CHANNEL PROVIDES A RANGE OF EASILY ACCESSIBLE VIDEOS ON TOPICS RELATED TO DIABETES, DIABETES RESEARCH AND DIABETES CARE. TAKEN ALL TOGETHER, JOSLIN'S HANDS-ON CARE, EDUCATION AND OUTREACH PROGRAMS IMPROVE QUALITY OF CARE FOR MILLIONS OF PEOPLE AROUND THE WORLD. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY MEMBERS OF THE FISCAL SERVICES DEPARTMENT FOR COMPLETENESS AND ACCURACY. ONCE REVIEWED AND APPROVED BY FINANCE, A COPY OF THE FORM AS IT WILL BE FILED WITH THE INTERNAL REVENUE SERVICE WILL BE E-MAILED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE GENERAL COUNSEL'S OFFICE DISTRIBUTES AN ANNUAL DISCLOSURE FORM TO ALL OFFICERS, TRUSTEES AND EMPLOYEES ANNUALLY. THE INFORMATION DISCLOSED IS REVIEWED BY THE GENERAL COUNSEL AND IF A POTENTIAL CONFLICT EXISTS THE INDIVIDUAL SHALL REFRAIN FROM ACTIVE PARTICIPATION IN ANY DECISIONS CONCERNING THE MATTER. REVIEWS ARE CONDUCTED BY THE COMMITTEE AS DEFINED BELOW. THE DISCLOSURE FORMS OF THE VICE PRESIDENTS WILL BE REVIEWED BY THE GENERAL COUNSEL AND THE PRESIDENT, THE DISCLOSURE FORM OF THE PRESIDENT WILL BE REVIEWED BY THE GENERAL COUNSEL AND THE CHAIR OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION INCLUDES THE CEO AND THE SENIOR LEADERSHIP TEAM. PAY FOR THE CEO IS DETERMINED BY THE BOARD. THE HUMAN RESOURCE DEPARTMENT PROVIDES SURVEY DATA AS REQUESTED. SENIOR LEADERSHIP TEAM PAY IS DETERMINED BY THE CEO WITH SURVEY DATA PROVIDED BY HR. EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD. IN ALL CASES, COMPENSATION IS DETERMINED BY INDEPENDENT PERSONS. INDIVIDUALS ARE PROHIBITED FROM ACTIVE PARTICIPATION IN ANY DECISIONS REGARDING THEIR OWN COMPENSATION FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT THE FISCAL SERVICES OFFICE AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THEY ARE ALSO AVAILABLE IN AN ELECTRONIC FORMAT UPON REQUEST. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE WHISTLEBLOWER POLCIY ARE AVAILABLE FOR REVIEW AT THE OFFICE OF THE GENERAL COUNSEL OR IN AN ELECTRONIC FORMAT UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TRANSFER OF UNRESTRICTED ASSETS TO RELATED PARTY -527,347. JOSLIN CLINIC INC ONE JOSLIN PLACE BOSTON MA 022155306 222984590 DIABETES CLINIC MA 501(C)(3) LINE 11A, I N/A 1 JOSLIN TECHNOLOGIES LLC ONE JOSLIN PLACE BOSTON MA 022155306 364695829 MEDICAL RESEARCH MA 501(C)(3) LINE 9 N/A 1 CHARITABLE REMAINDER TRUSTS (5) TRUST MA N/A T 1 POOLED INCOME FUND (2) TRUST MA N/A T 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 JOSLIN CLINIC INC B 6235072 BOOK VALUE JOSLIN CLINIC INC J 5424632 BOOK VALUE JOSLIN CLINIC INC L 19413628 BOOK VALUE