THE LONGWOOD COLLECTIVE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE LONGWOOD COLLECTIVE INC (EIN 04-2507445)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-29
- IRS object ID
- 201431199349300308
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-29T09:03:05-05:00 | 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 | 042507445 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICAL ACADEMIC AND SCIENTIFIC | BusinessNameLine1 |
| Business Name Line2 | COMMUNITY ORGANIZATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MEDI | NameControl |
| Phone | 6176322788 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOLLI G ROTH | Name |
| Title | VP & CFO | Title |
| Phone | 6176322788 | Phone |
| Date Signed | 2014-04-16 | 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 | MARILYN SWARTZ-LLOYD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30646982 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MASCO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE CORPORATION'S EXEMPT PURPOSES INCLUDE ALL OF THE FOLLOWING: SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 36 | TotalNbrVolunteers |
| Total Gross UBI | 455678 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 114417 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23448538 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24782355 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 565770 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1369134 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 628999 | OtherRevenuePriorYear |
| Other Revenue Current Year | 699950 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24643307 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26851439 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 41894 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 41702 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2098173 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2349099 | 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 | 20802707 | OtherExpensePriorYear |
| Other Expenses Current Year | 21683193 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22942774 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24073994 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1700533 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2777445 | RevenuesLessExpensesCY |
| Total Assets BOY | 48375130 | TotalAssetsBOY |
| Total Assets EOY | 48313717 | TotalAssetsEOY |
| Total Liabilities BOY | 9203118 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5742052 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39172012 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 42571665 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE CORPORATION'S EXEMPT PURPOSES INCLUDE ALL OF THE FOLLOWING:SEE SCHEDULE O FOR CONTINUATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18162901 | Expense |
| Revenue | 19973262 | Revenue |
| Description | PARKING AND TRANSPORTATION - MASCO PROVIDED MANAGEMENT OF PARKING AND TRANSPORTATION SERVICES WITHIN THE LONGWOOD MEDICAL AREA (LMA) IN FURTHERANCE OF ITS MISSION TO COOPERATE WITH THE CITY OF BOSTON AND STATE OF MASSACHUSETTS REGARDING CITY AND STATE RESPONSIBILITIES CONCERNING ACCESS, SAFETY AND CONVENIENCE IN THE LMA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1878076 | Expense |
| Grants | 33244 | Grants |
| Revenue | 4044109 | Revenue |
| Description | MASCO OPERATED AN OFFICE BUILDING AND ATTACHED PARKING GARAGE WITHIN THE LONGWOOD MEDICAL AREA, IN FURTHERANCE OF MASCO'S TAX EXEMPT PURPOSES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2394560 | Expense |
| Grants | 8458 | Grants |
| Revenue | 764984 | Revenue |
| Description | LESSENED THE BURDENS OF GOVERNMENT WITH REGARD TO THE PLANNING, DEVELOPMENT AND ENHANCEMENT IN THE AREA BY PROVIDING SERVICES RELATED TO PUBLIC SAFETY, ACCESS, TRAFFIC CONTROL AND PARKING. PROVIDED OVERALL PLANNING AND COORDINATING FOR OUR MEMBERS WITH RESPECT TO VARIOUS AREAS OF COMMON INTEREST AND MAINTAINED A SETTING IN WHICH THESE ORGANIZATIONS CAN ACHIEVE THEIR OBJECTIVES.SEE SCHEDULE O FOR PROGRAM ACCOMPLISHMENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 22435537 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | 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 | 0 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 17 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLI ROTHMARIA CURTIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6176322851 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MAIREAD HICKEY PHD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN TABB MD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH G NABEL MD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES MANDELL MD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SANDRA FENWICK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD J BENZ JR MD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES ROOSEVELT JR ESQ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SISTER JANET EISNER SND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY S FLIER MD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD G MILLS JD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANNE HAWLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN L BROOKS III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PETER M BRYANT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICK MARKELLO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN R WEISZ PHD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN SCHAFFER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAWN BARRETT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES F MONAHAN JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATHERINE MADDEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARCIA FOWLER JD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HELEN DRINAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD H LADD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANE KRANTZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ZORICA PANTIC PHD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JACKIE JENKINS-SCOTT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUSANNAH B TOBIN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RACHEL STETTLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK FULLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ERIC BUEHRENS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JANET PORTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FREDERICK ALT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN SIMMONS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS W CORNU | |||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN P KOSTER ESQ | |||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | ||
| LISA HOGARTY | |||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | ||
| DOROTHY PUHY | |||||||
| DIRECTOR AT LARGE | 1.00 | X | 0 | 0 | 0 | ||
| MARILYN SWARTZ-LLOYD | |||||||
| PRESIDENT | 40.00 | 359418 | 0 | 35120 | X | ||
| HOLLI G ROTH | |||||||
| V.P. & C.F.O. | 36.00 | 217213 | 0 | 45248 | X | ||
| DAVID EPPSTEIN | |||||||
| V.P. OPERATIONS | 40.00 | 213341 | 0 | 20568 | X | ||
| JAY BOTHWICK | |||||||
| CLERK | 1.00 | 0 | 0 | 0 | X | ||
| SARAH HAMILTON | |||||||
| V.P. AREA PLANNING | 40.00 | 188320 | 0 | 42594 | X | ||
| NORVA KENNARD | |||||||
| GENERAL COUNSEL | 28.00 | 161529 | 0 | 17490 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1139821 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 161020 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 24782355 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24782355 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24782355 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 909012 | TotalRevenueColumn |
| Exclusion | $909,012 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 447322 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 447322 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 447322 | TotalRevenueColumn |
| Unrelated Business Revenue | 203050 | UnrelatedBusinessRevenue |
| Exclusion | $244,272 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4255665 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3795543 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 460122 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 460122 | TotalRevenueColumn |
| Exclusion | $460,122 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| ADMIN. SERVICES | 561000 | 180205 | 180205 |
| ADVERTISING INCOME | 541800 | 72423 | 72423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 252628 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26851439 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24782355 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 455678 | UnrelatedBusinessRevenue |
| Exclusion | $1,613,406 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41702 | Total |
| Program Services | 41702 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 925031 | Total |
| Program Services | 242610 | ProgramServices |
| Management And General | 682421 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1107440 | Total |
| Program Services | 771876 | ProgramServices |
| Management And General | 335564 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143815 | Total |
| Program Services | 122988 | ProgramServices |
| Management And General | 20827 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60125 | Total |
| Program Services | 48783 | ProgramServices |
| Management And General | 11342 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112688 | Total |
| Program Services | 71117 | ProgramServices |
| Management And General | 41571 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176352 | Total |
| Program Services | 27612 | ProgramServices |
| Management And General | 148740 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120019 | Total |
| Program Services | 84692 | ProgramServices |
| Management And General | 35327 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54466 | Total |
| Program Services | 54466 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10502379 | Total |
| Program Services | 10496461 | ProgramServices |
| Management And General | 5918 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7072267 | Total |
| Program Services | 7008032 | ProgramServices |
| Management And General | 64235 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66186 | Total |
| Program Services | 38137 | ProgramServices |
| Management And General | 28049 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223020 | Total |
| Program Services | 223020 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1743305 | Total |
| Program Services | 1701353 | ProgramServices |
| Management And General | 41952 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102037 | Total |
| Program Services | 87286 | ProgramServices |
| Management And General | 14751 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OVERHEAD | 568061 | 568061 | |
| TELEPHONE/UTILITIES | 472941 | 391345 | 81596 |
| EQUIPMENT RENTAL/MAINT. | 237697 | 173315 | 64382 |
| SUPPLIES | 15391 | 3741 | 11650 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329072 | Total |
| Program Services | 278940 | ProgramServices |
| Management And General | 50132 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24073994 | Total |
| Program Services | 22435537 | ProgramServices |
| Management And General | 1638457 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2010549 | BOY |
| EOY | 1037715 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4307431 | BOY |
| EOY | 523988 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297889 | BOY |
| EOY | 177644 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 582051 | BOY |
| EOY | 663763 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 39602795 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21244189 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15764997 | BOY |
| EOY | 18358606 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18792804 | BOY |
| EOY | 20563636 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5562964 | BOY |
| EOY | 5991026 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1056445 | BOY |
| EOY | 997339 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48375130 | BOY |
| EOY | 48313717 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1303354 | BOY |
| EOY | 1952258 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1666629 | BOY |
| EOY | 442026 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5127374 | BOY |
| EOY | 3211902 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 964084 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141677 | BOY |
| EOY | 135866 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9203118 | BOY |
| EOY | 5742052 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37022908 | BOY |
| EOY | 40668789 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2149104 | BOY |
| EOY | 1902876 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39172012 | BOY |
| EOY | 42571665 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48375130 | BOY |
| EOY | 48313717 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2777445 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 622214 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -6 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 86000 | CurrentTaxYearMinus4Years |
| Total | 86000 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28452309 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28051427 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23045913 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23448538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24782355 | CurrentTaxYear |
| Total | 127780542 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28538309 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28051427 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23045913 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23448538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24782355 | CurrentTaxYear |
| Total | 127866542 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 127866542 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1203200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 841547 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1021275 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 953508 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1153284 | CurrentTaxYear |
| Total | 5172814 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1203200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 841547 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1021275 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 953508 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1153284 | CurrentTaxYear |
| Total | 5172814 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 59805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 106523 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72597 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96805 | CurrentTaxYearMinus1Year |
| Current Tax Year | 115417 | CurrentTaxYear |
| Total | 451147 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29801314 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28999497 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24139785 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24498851 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26051056 | CurrentTaxYear |
| Total | 133490503 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95790 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95690 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03880 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04010 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11215 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11215 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 24062779 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 24073994 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 4548 | CurrentYearMinus3 |
| Current Year Minus2 | 9133 | CurrentYearMinus2 |
| Current Year Minus1 | 14674 | CurrentYearMinus1 |
| Current Year | 11215 | CurrentYear |
| Total | 39570 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2149104 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 227678 | InvestmentEarningsOrLosses |
| Other Expenditures | 473906 | OtherExpenditures |
| End Of Year Balance | 1902876 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3032741 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 71335 | InvestmentEarningsOrLosses |
| Other Expenditures | 954972 | OtherExpenditures |
| End Of Year Balance | 2149104 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2852477 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 501126 | InvestmentEarningsOrLosses |
| Other Expenditures | 320862 | OtherExpenditures |
| End Of Year Balance | 3032741 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2596488 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 394989 | InvestmentEarningsOrLosses |
| Other Expenditures | 139000 | OtherExpenditures |
| End Of Year Balance | 2852477 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3178404 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -443916 | InvestmentEarningsOrLosses |
| Other Expenditures | 138000 | OtherExpenditures |
| End Of Year Balance | 2596488 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28299286 | OtherCostOrOtherBasis |
| Depreciation | 14575868 | Depreciation |
| Book Value | 13723418 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 446236 | OtherCostOrOtherBasis |
| Depreciation | 250097 | Depreciation |
| Book Value | 196139 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6601434 | OtherCostOrOtherBasis |
| Depreciation | 2162385 | Depreciation |
| Book Value | 4439049 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4255839 | OtherCostOrOtherBasis |
| Depreciation | 4255839 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18358606 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INSTRUMENTS | Description |
| Book Value | 5991026 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5991026 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RABBI TRUST | $44,751 |
| 457 PLAN | $91,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 135866 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 27473653 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 622214 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 622214 | RevenueNotRptdF990 |
| Revenue Subtotal | 26851439 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26851439 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24073994 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24073994 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24073994 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THESE FUNDS MAY BE USED FOR SPECIFIC PROJECTS IN THE LONGWOOD MEDICAL AREA AS APPROVED BY THE BOARD OF DIRECTORS. SPECIFIC PROJECTS INCLUDE THOSE THAT LESSEN THE BURDENS OF GOVERNMENT OR IMPROVING TRAFFIC AND ACCESS INTO THE LONGWOOD MEDICAL AREA. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE COMPANY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE COMPANY HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION AND HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE COMPANY IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE COMPANY'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| FENWAY CDC | |||||||
| 73 HEMENWAY | BOSTON | MA | 02115 | 042666507 | 501(C)(3) | 29244 | AFFORDABLE HOUSING INITITATIVE CONTRIBUTION & SPONSOR/DONATION |
| ABCD PARKER HILL-FENWAY | |||||||
| 714 PARKER ST | ROXBURY CROSSING | MA | 02120 | 042304133 | 501(C)(3) | 6500 | ANNUAL FUND DONATION & SUMMER POSITION FOR STUDENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: REQUESTS FROM TAX-EXEMPT ORGANIZATIONS SUPPORTING PROGRAMS AND PROJECTS IN AND AROUND THE LONGWOOD MEDICAL AREA ARE REVIEWED AND APPROVED BY MASCO MANAGEMENT. ACKNOWLEDGMENT LETTERS ARE RECEIVED DESCRIBING HOW THE FUNDS WERE SPENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARILYN SWARTZ-LLOYD | ||||||||||||||
| PRESIDENT | 306929 | 0 | 43200 | 0 | 9289 | 0 | 24739 | 0 | 10381 | 0 | 394538 | 0 | 0 | 0 |
| HOLLI G ROTH | ||||||||||||||
| V.P. & C.F.O. | 182012 | 0 | 32436 | 0 | 2765 | 0 | 21251 | 0 | 23997 | 0 | 262461 | 0 | 0 | 0 |
| DAVID EPPSTEIN | ||||||||||||||
| V.P. OPERATIONS | 188480 | 0 | 20500 | 0 | 4361 | 0 | 20076 | 0 | 492 | 0 | 233909 | 0 | 0 | 0 |
| SARAH HAMILTON | ||||||||||||||
| V.P. AREA PLANNING | 166883 | 0 | 18800 | 0 | 2637 | 0 | 18494 | 0 | 24100 | 0 | 230914 | 0 | 0 | 0 |
| NORVA KENNARD | ||||||||||||||
| GENERAL COUNSEL | 143190 | 0 | 16400 | 0 | 1939 | 0 | 15334 | 0 | 2156 | 0 | 179019 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | MASCO HAS A BONUS INCENTIVE PROGRAM. IN ORDER FOR THE BONUS INCENTIVES TO BE AVAILABLE, MASCO MUST MEET ITS FINANCIAL OBJECTIVES FOR THE YEAR AS ORIGINALLY APPROVED BY THE BOARD AND INDIVIDUALS MUST MEET PERSONAL WORK GOALS SPECIFIC TO THEIR ROLES. BONUS INCENTIVE PAYMENTS WERE APPROVED FOR THE EXECUTIVE STAFF FOR FY'13 AND ACCRUED AS OF JUNE 30, 2013. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS HEALTH & EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 042456011 | IssuerEIN |
| CUSIP Number | NONEAVAIL | CUSIPNumber |
| Date Issued | 2007-07-19 | DateIssued |
| Issue Price | 13277784 | IssuePrice |
| Description Of Purpose | REFUND 1995 SERIES A ISSUE | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 13277784 | TotalProceeds |
| Issuance Costs From Proceeds | 90000 | IssuanceCostsFromProceeds |
| Other Spent Proceeds | 13187784 | OtherSpentProceeds |
| Year Of Subst Completion | 1991 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 1 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 900, SCHEDULE K, PART V: | Identifier |
| Explanation | THE PROCEDURES DESCRIBED IN PART V WILL BE IN WRITING BY THE FILING OF THE FISCAL YEAR 2014 FORM 990. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
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| DESCRIPTION OF THE ORGANIZATION'S MISSION | FORM 990, PART I AND PART III, LINE 1: | A) TO LESSEN THE BURDENS OF GOVERNMENT WITH RESPECT TO THE PLANNING, DEVELOPMENT AND ENHANCEMENT, IN THE PUBLIC INTEREST, OF THE SO-CALLED LONGWOOD MEDICAL AND ACADEMIC AREA OF THE CITY OF BOSTON, MASSACHUSETTS (THE "LONGWOOD MEDICAL AND ACADEMIC AREA"), FOR THE BENEFIT OF THE GENERAL PUBLIC, INCLUDING WITHOUT LIMITATION PATIENTS BEING SERVED BY TAX-EXEMPT TEACHING HOSPITALS AND THEIR VISITORS, STUDENTS CONNECTED WITH TAX-EXEMPT TEACHING HOSPITALS, EMPLOYEES, COLLEGES, SCHOOLS, AND OTHER TAX-EXEMPT EDUCATIONAL ORGANIZATIONS IN THE LONGWOOD MEDICAL AND ACADEMIC AREA, AND MEMBERS OF CULTURAL AND RELIGIOUS ORGANIZATIONS IN THAT AREA, BY PROVIDING SERVICES RELATING TO PUBLIC SAFETY, TRAFFIC CONTROL AND STREET SIGNS, ROADWAY IMPROVEMENT, PARKING, BEAUTIFICATION AND OTHER SIMILAR PUBLIC NEEDS; B) TO COOPERATE WITH THE CITY OF BOSTON, MASSACHUSETTS, IN CONNECTION WITH MATTERS RELATED TO PLANNING, PHYSICAL DEVELOPMENT, AND PHYSICAL ENHANCEMENT OF THE LONGWOOD MEDICAL AND ACADEMIC AREA AND TO THE RESPONSIBILITIES OF CITY GOVERNMENT CONCERNING PUBLIC HEALTH, SAFETY AND CONVENIENCE IN THE LONGWOOD MEDICAL AND ACADEMIC AREA; C) TO SERVE AS AN OVERALL PLANNING AND COORDINATING BODY FOR TAX-EXEMPT TEACHING HOSPITALS, COLLEGES, SCHOOLS AND OTHER TAX-EXEMPT EDUCATIONAL OR SIMILAR ORGANIZATIONS IN THE LONGWOOD MEDICAL AND ACADEMIC AREA WITH RESPECT TO VARIOUS AREAS OF COMMON INTEREST AND CONCERN; AND TO ASSIST IN THE DEVELOPMENT AND MAINTENANCE OF A COMPREHENSIVE SETTING IN WHICH THOSE TAX-EXEMPT ORGANIZATIONS CAN IMPLEMENT THEIR VARIOUS PROGRAMS AND OBJECTIVES; D) TO ACQUIRE, OPERATE OR MAKE AVAILABLE, BY CONTRIBUTION, SALE, LEASE OR OTHERWISE, REAL OR PERSONAL PROPERTY NECESSARY OR USEFUL FOR THE ACCOMPLISHMENT OF THE EXEMPT PURPOSES OF ANY ORGANIZATION IN THE LONGWOOD MEDICAL AND ACADEMIC AREA WHICH IS OPERATING EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES; E) TO PROMOTE SOCIAL WELFARE IN THE LONGWOOD MEDICAL AND ACADEMIC AREA; F) TO PREVENT COMMUNITY DETERIORATION IN THE LONGWOOD MEDICAL AND ACADEMIC AREA; AND G) TO ENGAGE IN SUCH OTHER EDUCATION AND CHARITABLE ACTIVITIES DESCRIBED IN SECTION 501(C)(3), RELATING TO THE LONGWOOD MEDICAL AND ACADEMIC AREA AND ANY OTHER LOCATION OR ACTIVITY, AS THE CORPORATION MAY DETERMINE TO BE APPROPRIATE. |
| ADDITIONAL ACTIVITIES RELATED TO THE ACCOMPLISHMENT OF EXEMPT PURPOSE: | FORM 990, PART III, LINE 4: | COMMUTEWORKS - REDUCE TRAFFIC CONGESTION BY OFFERING INCENTIVES FOR USE OF ALTERNATIVE TRAVEL MODES 1. PROVIDED DIRECT SERVICES TO LMA COMMUTERS THROUGH NEW EMPLOYEE ORIENTATIONS (96), BENEFIT FAIRS/INFORMATION TABLES (12), GENERAL INQUIRY PHONE CALLS/EMAILS (>1,000), AND COMMUTEWORKS PROGRAMS (COMMUTEFIT: 293, EMERGENCY RIDE HOME: 344, COMMUTESWAP: 7). 2. ASSISTED 11 INSTITUTIONS IN PREPARATION OF 2012 DEP RIDESHARE REPORTS (BIDMC, BWH, BCH, DFCI, SC, MCPHS, MASSART, WIT, HARVARD SCHOOLS) AND REPORTING REFORM. 3. PROMOTED BICYCLE COMMUTING BY PROVIDING BIKE CLINICS FOR MEMBERS, LEADING SPRING BIKE WEEK REGISTRATION AND EVENTS, AND HOSTING SUMMER BIKE FRIDAY EVENTS. 4. ASSISTED 12 MEMBERS IN GAINING MASSACHUSETTS EXCELLENCE IN COMMUTER OPTIONS (ECO) AWARDS. 5. INITIATED THE NEW CARPOOL INCENTIVE PROGRAM (97 REGISTRANTS) AND THE HUBWAY TRIAL MEMBERSHIP (148 REGISTRANTS) TRANSPORTATION PLANNING/CAPITAL: IMPROVE ACCESS TO/IN THE LMA THROUGH STUDIES AND PHYSICAL IMPROVEMENTS 1. IMPLEMENTED PEAK HOUR SIGNAL TIMING ADJUSTMENTS AT KEY INTERSECTIONS SUCH AS FRANCIS STREET/BRIGHAM CIRCLE AND LONGWOOD/HUNTINGTON AVENUE. 2. WITH CITY, IMPLEMENTED METER RESTRICTIONS ON PALACE ROAD TO ACCOMMODATE A RECYCLING DUMPSTER AT MASS ART; COMPLETED LOADING STUDY AND IMPLEMENTED STRIPING TO IMPROVE SIMMONS COLLEGE TRUCK LOADING AND ACCESS. 3. FOR BWH, IMPLEMENTED NEW PEDESTRIAN SIGNAGE AND INTERSECTION STRIPING AT ST. ALBAN'S ROAD, VINING STREET AND BINNEY STREET. 4. WORKED WITH WHEELOCK COLLEGE AND CITY TO FIND SOLUTIONS TO ACCOMMODATE RESIDENT PARKING NEEDS DURING CONSTRUCTION. 5. ADVOCATED THROUGH BI-MONTHLY MEETINGS FOR IMPROVEMENTS TO MBTA SERVICE, INCLUDING INCREASED COMMUTER RAIL SERVICE TO YAWKEY STATION. 6. NEGOTIATED WITH MASSACHUSETTS DEPARTMENT OF ENVIRONMENTAL PROTECTION (MASS DEP) ON BEHALF OF MEMBERS REGARDING REPORTING REQUIREMENTS FOR MBTA SERVICE NEGOTIATIONS AND IMPLEMENTED NEW REPORTING PROCESS. 7. IMPLEMENTED FIRST SOLAR FLASHING BEACON PEDESTRIAN WARNING TECHNOLOGY IN THE CITY, AT OSCAR TUGO CIRCLE, INCLUDING A STUDY OF PRE- AND POST-INSTALLATION EFFECTIVENESS; MASCO FUNDED DESIGN; HMS FUNDED IMPLEMENTATION. 8. STUDIED FEASIBILITY OF MAKING BINNEY STREET ONE-WAY PERMANENT; REACHED CONSENSUS WITH ABUTTERS ON RETURNING THE STREET TO TWO-WAY OPERATION. 9. INVOLVED AS STAKEHOLDER IN CITY/STATE PLANNING IN FOLLOWING PROJECTS: MELNEA CASS BOULEVARD DESIGN AND RECONSTRUCTION TO ACCOMMODATE NEW BUS WAY, URBAN RING CITIZEN'S ADVISORY COMMITTEE, AND MASSDOT'S BOWKER OVERPASS STUDY 10. IMPLEMENTED CURBSIDE SIGNAGE, BUS LAYOVER, VALET PARKING PLAN AND TAXI STAND FOR JOSLIN PLACE AND DEACONESS RD., BETH ISRAEL DEACONESS MEDICAL CENTER, JOSLIN DIABETES CENTER, AND MASCO BUS OPERATIONS. 11. ADVOCATED WITH LEGISLATURE FOR TRANSPORTATION FUNDING FOR ROADS, HIGHWAYS, AND MASS TRANSIT, TO IMPROVE OVERALL RELIABILITY OF REGIONAL SERVICES FOR LMA COMMUTERS. SPECIFICALLY ADVOCATED FOR NEW FUNDING FOR RED, ORANGE AND GREEN LINE CARS AND SYSTEMS IMPROVEMENTS AND A THIRD PLATFORM AT RUGGLES STATION. 12. TRANSPORTATION REVENUE OPTIONS RESEARCH AND MATRIX: RESEARCHED DIFFERENT REVENUE OPTIONS REGARDING STATE TRANSPORTATION FINANCE REFORM AND SHARED FINDINGS WITH MEMBER INSTITUTIONS. 13. CONDUCTED LMA EMPLOYEE SURVEY, USING THE ANALYTICAL SERVICES OF MASSINC, A PROFESSIONAL POLLING GROUP, TO REFLECT THE LMA COMMUTER COMMUNITY'S OPINIONS ON FINANCING OPTIONS AND THE STATE'S IMPROVEMENT PLAN FOR THE FUTURE. SURVEY RESULTS USED IN MASCO MEETINGS WITH LEGISLATIVE LEADERS OVER THE SPRING. 14. TO ENSURE CONTINUED ACCESS FOR MASCO AND MEMBERS' PARKING AND SHUTTLE INTERESTS AND FOR THE FUTURE URBAN RING PROJECT, COMPLETED CONSULTANT ENGINEERING REVIEW OF STATE'S PLANS FOR NEW ROADWAYS, SIDEWALKS AND BIKE PATHS THROUGH YAWKEY STATION AREA. REQUESTED CHANGES TO BUS PULLOUT AREA AND CORNER RADII AT MAITLAND/NEW YAWKEY WAY/OVERLAND. COORDINATED WITH CHILDREN'S HOSPITAL TO ENSURE MASCO'S PROPOSALS FOR TURNING RADII CHANGES TO ACCOMMODATE BUSES FIT IN WITH THEIR FUTURE 819 BEACON ST. DEVELOPMENT PLANS AND THAT EASEMENTS WERE PROVIDED. 15. IDENTIFIED POTENTIAL ADDITIONAL COMMUTER RAIL SERVICE TO YAWKEY STATION AND ADVOCATED FOR THE STOPS WITH THE MBTA. 16. INITIATED IDEA, DEVELOPED CONTENT AND SUPPORTED COMMUNICATIONS IN THE DESIGN AND ROLL OUT OF "KARMA COMMUTING" SAFETY CAMPAIGN, INCLUDING ON-LINE QUIZ AND PLEDGE, RELEASED IN CONJUNCTION WITH THE BROOKLINE AVE. BIKE LANE IMPLEMENTATION, TO ENCOURAGE SAFE BEHAVIOR BY CYCLISTS, PEDESTRIANS AND MOTORISTS. 17. DEVELOPED DESIGN AND GAINED APPROVAL BY CITY FOR BIKE LANES AND SHARED LANE MARKINGS ON BROOKLINE AVENUE TO ENHANCE SAFETY FOR ALL ROAD USERS. 18. FUNDED AND PROJECT MANAGED BROOKLINE AVE. BIKE LANE INSTALLATION. CONDUCTED PRE- AND POST-CONSTRUCTION SAFETY AND ACCESS SURVEY. 19. INITIATED AND WORKED WITH CITY TO STRIPE SHARED LANE MARKINGS FOR BICYCLES ON PALACE ROAD IN COORDINATION WITH THEIR REPAVING PROJECT. 20. COMPLETED THE FOLLOWING STUDIES: A. URBAN DESIGN STUDIES: CONCEPTS DEVELOPED USING URBAN DESIGN ELEMENTS TO IMPROVE THE QUALITY OF THE PEDESTRIAN, CYCLIST, TRANSIT AND CIRCULATION SYSTEMS THROUGH STREETSCAPE AND INTERSECTION IMPROVEMENTS, GATEWAY ENHANCEMENTS, EXPANDING AND SUPPLEMENTING SECONDARY STREET NETWORKS ON SHATTUCK ST., MEADOW LANE AND SOUTH SERVICE DRIVE, AND CREATION OF A MULTI-LEVEL CONCOURSE FOR IMPROVED PEDESTRIAN CONNECTIONS ABOVE AND BELOW-GRADE. B. LONGWOOD AVENUE EXCLUSIVE BUS/BIKE LANE STUDY: DESIGN CONCEPTS AND TRAFFIC IMPACTS ANALYSIS FOR EXCLUSIVE BUS/BIKE LANES ON LONGWOOD AVE. THROUGH FUTURE WIDENING OR EXISTING RIGHT-OF-WAY BETWEEN HUNTINGTON AVENUE AND BROOKLINE AVENUE. C. DESIGN CONCEPT FOR ONE-WAY SHARED BIKE/BUS LANE ON FRANCIS STREET WITHIN CURRENT RIGHT-OF-WAY. JOINT REDEVELOPMENT CONCEPT: CONNECT GARAGES UNDERGROUND FROM LONGWOOD/BROOKLINE INTERSECTION TO LONGWOOD/BLACKFAN INTERSECTION TO ALLOW FOR NEW ACCESS POINTS AND TO RELIEVE PRESSURE ON LONGWOOD/BROOKLINE INTERSECTION. D. DESIGN CONCEPTS FOR NEW UNDERGROUND T STATION AND IDENTIFICATION OF SPECIFIC LOCATIONS FOR ELEVATORS AND ESCALATORS ON LONGWOOD AVE., WITH BUS SERVICE VIA A TUNNEL BETWEEN RUGGLES AND YAWKEY STATIONS. E. LMA TRANSIT TUNNEL: STUDY TO RESOLVE FINAL PHASE TECHNOLOGY FOR URBAN RING (LIGHT RAIL OR HEAVY RAIL), BEYOND BUS RAPID TRANSIT (SILVER LINE TECHNOLOGY), TO DEVISE BETTER COST INFORMATION AND LMA TUNNEL DESIGNS. F. CIRCULATION STUDY OF RIVERWAY/BROOKLINE AVE. ONE-WAY PAIR TO IMPROVE TRAFFIC FLOWS AND ACCESS TO THE AREA. G. LONGWOOD AVE. BUS PULL-OUTS: IDENTIFIED KEY LOCATIONS WHERE SHORT-TERM ALTERNATIVES TO EXCLUSIVE BUS/BIKE LANE (BUS PULLOUTS) COULD RELIEVE CHOKE POINTS. H. CIRCULATION/SIGNAL IMPROVEMENT: CONCEPTUAL DESIGN DEVELOPMENT OF BROOKLINE AVENUE/RIVERWAY INTERSECTION TO REDUCE CONGESTION ON THE RIVERWAY AND BROOKLINE AVE., AND TO IMPROVE PEDESTRIAN AND BICYCLIST SAFETY. I. CURB RADII STUDY AT 14 INTERSECTIONS WHERE TIGHT CURB RADII NEGATIVELY IMPACT TRAFFIC, PEDESTRIAN AND BICYCLE OPERATIONS. J. STUDY OF AUTUMN STREET DIRECTIONAL REVERSAL, FROM ONE-WAY EASTBOUND TO ONE-WAY WESTBOUND BETWEEN CROSSOVER STREET AND LONGWOOD AVENUE TO HELP TRAFFIC FLOWS AND ACCESS TO LONGWOOD AVENUE FROM AUTUMN STREET. 21. FINAL CONSTRUCTION, POLICE ENFORCEMENT, PRE-AND POST-MONITORING OF "DO NOT BLOCK THE BOX" SIGNAGE, STRIPING, AND INFORMATION CAMPAIGN TO REDUCE CONGESTION. BASED ON OBSERVATIONS AT FOUR INTERSECTIONS, TOTAL VIOLATIONS DROPPED BY MORE THAN 50% FOLLOWING IMPLEMENTATION. 22. DISCUSSED WITH CITY OF BOSTON TRANSPORTATION AND REDEVELOPMENT AUTHORITY THEIR ASPIRATIONS FOR TRAFFIC AND ACCESS IMPROVEMENTS THAT MIGHT BE CONSIDERED IN OUR LONG-RANGE TRANSPORTATION VISION. 23. WORKED WITH EXECUTIVE COMMITTEE, COMBINED EXECUTIVE/FINANCE COMMITTEE, STRATEGIC PLANNING COMMITTEE, AND SPC TRANSPORTATION SUBCOMMITTEE TO REVIEW STUDY RESULTS AND TO DEVELOP ASPIRATIONAL LONG-RANGE "PRINCIPLES OF AGREEMENT" FOR THE FUTURE; CONTINUE TO WORK TOWARDS CONSENSUS ON PLANS THAT MEMBERS WOULD LIKE PRIORITIZED, AND REVIEW THESE WITH CITY AGENCIES. 24. TRANSPORTATION VISION EARLY ACTION IMPLEMENTATION: A. IMPLEMENTING PILOT TEST OF CONCURRENT PEDESTRIAN OPERATIONS AT LONGWOOD AVENUE/BINNEY STREET AND BROOKLINE AVENUE/JIMMY FUND WAY AND EVALUATING EFFECTIVENESS OF CHANGE. B. COMPLETED CIRCULATION/SIGNAL IMPROVEMENT AT LONGWOOD/RIVERWAY INTERSECTION, WITH CITY OF BOSTON AND TOWN OF BROOKLINE, TO IMPROVE TRAFFIC FLOW AND EASE PEAK HOUR CONGESTION. |
| URBAN RING: PLAN FOR FUTURE STATE TRANSIT SERVICE TO THE LMA 1. DEVELOPED URBAN RING REBRANDING AND ECONOMIC IMPACT STUDY SCOPES OF SERVICES IN COORDINATION WITH ABC; COMPLETING BIDDING AND CONTRACTING FOR THE WORK. 2. COMPLETED RIDERSHIP AND COST MODELING STUDY CONTRACTED WITH STATE, FUNDED BY MASCO, TO TEST FEASIBILITY AND COSTS OF IMPLEMENTING TEN MINUTE ENHANCED CT2/CT3 BUS SERVICE IN THE SHORT-TERM CONNECTING THE LMA TO SOMERVILLE (SULLIVAN STATION), CAMBRIDGE (KENDALL SQUARE), AND BOSTON (JFK/UMASS AND RUGGLES STATIONS) - URBAN RING PHASE I. WORKED WITH CAMBRIDGE, BOSTON AND SOMERVILLE TO COLLECT AND UPDATE THEIR DEVELOPMENT PROJECT PROJECTIONS THROUGH 2035. GOVERNMENT/COMMUNITY RELATIONS: ASSIST COMMUNITY AND POLICY LEADERS IN STRATEGIC AREAS OF WORKFORCE DEVELOPMENT, OPEN SPACE AND COMMUNITY DEVELOPMENT 1. CONTRIBUTED FINANCIALLY TO COMMUNITY GROUPS SUCH AS: FRIENDS OF THE MUDDY RIVER, FRIENDS OF RAIMLER PARK, EMERALD NECKLACE CONSERVANCY, MISSION HILL YOUTH COLLABORATIVE AND BOSTON DEPARTMENT OF PUBLIC HEALTH YOUTH JOBS SPONSORSHIP, FENWAY COMMUNITY DEVELOPMENT CORP., MISSION HILL MAIN STREETS PROGRAM, FENWAY CIVIC ASSOCIATION, AND OTHERS. 2. HOSTED MEMBER MEETINGS WITH SENATOR BROWNSBERGER AND NEW CITY ENERGY AND ENVIRONMENT CHIEF, BRIAN SWETT. 3. COORDINATED MEMBER CONTRIBUTIONS TO BOSTON SHINES CLEAN-UP DAY, WHICH PROVIDED SUPPLIES, FOOD AND REFRESHMENTS TO VOLUNTEERS IN THE FENWAY AND MISSION HILL NEIGHBORHOODS. LONG- RANGE PLANNING/DEVELOPMENT COORDINATION, PLANNING OPERATIONS, CITY SERVICES AND CONSTRUCTION COORDINATION: REDUCE IMPACTS OF DEVELOPMENT ON CITY AND NEIGHBORHOODS 1. PLANNING/DEVELOPMENT COORDINATION: A. CREATED KEY MESSAGES AND FINALIZED SUPPORTING DATA DOCUMENTS FOR USE BY MEMBERS, UPDATING KEY DATA POINTS WITH THIRD PARTY DATA. COMPLETED UPDATE OF LMA FACT SHEET. B. ASSISTED BOSTON CHILDREN'S HOSPITAL INSTITUTIONAL MASTER PLAN REVIEW BY HOSTING THREE LMA FORUMS AND SERVING ON THEIR COMMUNITY TASK FORCE; FOR THE BRA, COMPILED AND INDEXED ALL LMA FORUM MINUTES FROM 1999 TO PRESENT. C. REVIEWED AND COMMENTED ON DEVELOPMENT PLANS INCLUDING WENTWORTH'S MASTER PLAN AND PDA PLAN, BOSTON CHILDREN'S HOSPITAL'S IMP, SAMUELS ASSOCIATES POINT PROJECT, AND 1325 BOYLSTON PROJECT D. PROVIDED ASSISTANCE TO SIMMONS COLLEGE WITH THEIR IMP UPDATE/RENEWAL. E. WINSOR PLANS: REVIEWED COOPERATION AGREEMENT, TRAFFIC ACCESS PLAN AGREEMENT, AND CONSTRUCTION MANAGEMENT PLANS. F. PURCHASING AND INSTALLED 11 ADDITIONAL OUTDOOR RECYCLING BINS IN PHASE II OF OUTDOOR RECYCLING BIN PROGRAM. 2. MAPPING: A. UPDATED MASCO ONLINE GIS SYSTEM WITH NSTAR, KEYSPAN LAYERS AND TRANSPORTATION STUDIES WHICH ARE USED BY MEMBERS FOR PLANNING OF DEVELOPMENT AND INFRASTRUCTURE PROJECTS. B. EXTENDED MASCO ONLINE GIS SYSTEM ACCESS TO THREE COF MEMBERS AND PROVIDED TRAINING. C. COMPLETED LMA AUTOCAD MAP UPDATE TO ADD NEW BUILDINGS IN ORDER TO PROVIDE AN ACCURATE BASE MAP FOR MEMBER PLANNING EFFORTS. D. CREATED BANNER MAPS, EMERGENCY GENERATOR MAP, AND ASSISTED OPERATIONS BY MAPPING MASCO PUBLIC REALM ASSETS (SIGNS, WASTE CONTAINERS, BENCHES, BANNERS). E. COMPLETED UPDATE OF POLITICAL MAPS AND TRANSPORTATION CORRIDOR MAP WITH 2012 ELECTED OFFICIALS AND 2010 LMA EMPLOYEE DATA, WHICH HELPS MASCO ADVOCATE FOR BETTER TRANSPORTATION SERVICE BY SHOWING THAT LMA EMPLOYEES COME FROM ALMOST EVERY DISTRICT IN THE STATE. F. SUBMITTED 2012 TREE PLANTING DATA TO CITY DATABASE, WHICH TRACKS THE TOTAL NUMBER OF TREES PLANTED IN THE CITY OF BOSTON AGAINST THE MAYOR'S GOAL OF PLANTING 100,000 TREES. 3. CONSTRUCTION COORDINATION: A. SUCCESSFULLY WORKED WITH ABUTTERS AND CITY TO REPAVE PALACE ROAD (AVENUE LOUIS PASTEUR TO LONGWOOD AVENUE). B. (YTD) SENT OUT 237 MEMBER ADVISORIES; COORDINATED 21 BUILDING, STREET PAVING, AND INFRASTRUCTURE PROJECTS; HELD 24 CONSTRUCTION COORDINATION MEETINGS. C. ASSISTED MUDDY RIVER PROJECT SPONSORS: SUGGESTED WEEKLY CONSTRUCTION COORDINATION TELECOM, CONVENED INFORMATION MEETINGS AHEAD OF CONSTRUCTION, AND SERVED AS COMMUNICATION POINT TO GET INFORMATION OUT TO THE LMA COMMUNITY AND TO THE ARMY CORPS OF ENGINEERS. PROVIDED 24/7 ACCESS TO LMA EMERGENCY COMMUNICATIONS. D. WORKED WITH SHATTUCK STREET ABUTTERS AND BOSTON WATER AND SEWER COMMISSION TO COORDINATE REPLACEMENT OF A 100 YEAR OLD WATER MAIN. ASSISTED IN PREPARING BFD IMPAIRMENT PLANS, SCHEDULING UTILITY SHUT DOWNS, RESOLVING UTILITY LINE CONFLICTS, AND FACILITATED PROJECT COORDINATION MEETINGS. 4. CITY SERVICES: A. REPORTED AND FOLLOWED UP ON 84 INCIDENCES WITH UTILITY COMPANIES, CITY AND STATE AGENCIES, AND MASCO OPERATIONS REGARDING: STREET LIGHT OUTAGES, POTHOLE, SINK HOLES, DAMAGED STREET SIGNS, TRAFFIC LIGHT ISSUES, GRAFFITI REMOVAL, AND SNOW REMOVAL. B. COMPLETED SIDEWALK INVENTORY, SUBMITTED TO CITY AND STATE FOR REVIEW & REPAIR. C. INVENTORIED NEEDS AND COMPLETING INSTALLATION OF OVER 12,700 LF OF THERMOPLASTIC MARKINGS TO ENHANCE LMA SAFETY AND ACCESS. SUSTAINABILITY: ENHANCE SUSTAINABILITY PROGRAMS AND OUTCOMES IN THE LMA 1. PUBLISHED AND DISTRIBUTED TWO ISSUES OF GREEN@LMA TO IMPROVE CITY, STATE AND NEIGHBORHOOD AWARENESS OF SUSTAINABILITY INITIATIVES IN THE LMA. 2. RECYCLING: TO ASSIST MEMBERS IN REDUCING WASTE AND INCREASING RECYCLING AND COMPOSTING, DESIGNED AREA-WIDE WASTE REDUCTION POSTER CAMPAIGN MATERIALS FOR MEMBERS' USE FOR JOINT IMPLEMENTATION IN APRIL; PROGRAM EFFECTIVENESS MEASUREMENT THROUGH QUARTERLY RECYCLING DATA COMPARISONS. 3. APPOINTED BY CITY TO SERVE ON CITY-WIDE COMMISSION TO ADVISE THE MAYOR ON PROGRAMS AND POLICIES IN THE TRANSPORTATION SECTOR THAT WILL HELP ACHIEVE THE CITY'S GREENHOUSE GAS EMISSION GOALS OF 25% REDUCTIONS BY 2020 AND 50% REDUCTIONS BY 2050. 4. BIOMATRICA - FIVE LABS PARTICIPATED IN THE PILOT PROGRAM. THREE LABS ARE NOW USING THIS ROOM-TEMPERATURE SHIPPING AND STORAGE TECHNIQUE ON A REGULAR BASIS, WHICH REDUCES THE NEED FOR ULTRA-LOW TEMPERATURE FREEZERS AND ASSOCIATED ENERGY AND SPACE COSTS; EIGHT OTHER LABS ARE INTERESTED IN TESTING THIS TECHNOLOGY. 5. BEST PRACTICES - MEMBER SHARING OF BEST PRACTICES INCLUDED: FREEZER MONITORING SOFTWARE, PREVENTIVE MAINTENANCE PROGRAMS, LED LIGHTING, RESULTS OF BUILDING COMMISSIONING, IMPLEMENTATION OF SINGLE STREAM RECYCLING, LAB RECYCLING (CONSIDERING VIABILITY OF LMA-WIDE PROTOCOLS), AND COMPOSTING SYSTEMS. MEMBERS' PUBLIC GREENHOUSE GAS EMISSION TARGETS WERE SHARED. 6. PROVIDED TECHNICAL ASSISTANCE AND INFORMATION TO MEMBERS ABOUT UPCOMING STATE ORGANIC MATERIALS WASTE BAN REGULATION WHICH WILL REQUIRE GENERATORS OF GREATER THAN ONE TON PER WEEK OF FOOD WASTE TO DIVERT IT FROM THE SOLID WASTE STREAM, EFFECTIVE 2014. HIRED CONSULTANT TO TRACK THE DEVELOPMENT OF, AND TO REPRESENT, MASCO MEMBER PERSPECTIVES IN THE FORMULATION OF DRAFT AND FINAL REGULATIONS. 7. ENVIRONMENTALLY PREFERRED PURCHASING: INITIATED SPEAKER SERIES TO HELP EDUCATE SUSTAINABILITY AND PROCUREMENT ON HOW TO ACHIEVE MORE SUSTAINABLE AND COST EFFECTIVE RESULTS. 8. CITY, STATE AND NATIONAL CLIMATE-PREPAREDNESS: PROVIDED OVERVIEWS INCLUDING CLIMATE ASSESSMENT, CLIMATE ACTION, AND ADAPTATION PLANS. ENERGY/INFRASTRUCTURE: PLAN FOR FUTURE INFRASTRUCTURE IMPROVEMENTS 1. PROVIDED TECHNICAL ASSISTANCE TO MEDICAL MEMBERS' UTILITY COLLABORATIVE, LMEC, SUCH AS MAPPING ASSISTANCE. 2. WORKED WITH MEDICAL INSTITUTIONS' GREEN RIBBON COMMISSION ENGINEERS WORKGROUP TO COORDINATE A POLITICAL/TECHNICAL SUBGROUP TO TRACK CITY'S NEW ENERGY REPORTING AND DISCLOSURE ORDINANCE, TO HELP REPRESENT MASCO MEMBERS' PERSPECTIVES TO BOSTON'S ENERGY AND ENVIRONMENT COMMISSIONER IN THE FORMULATION OF THE DRAFT ORDINANCE; COORDINATED AND COMPLETED A SET OF ISSUES/TALKING POINTS FOR CITY COUNCIL HEARING. 3. HOSTED LMA ENGINEERS BRIEFING WITH BOSTON WATER AND SEWER CHIEF ENGINEER REGARDING STORM DRAIN INFRASTRUCTURE IMPROVEMENT PLANS TO REDUCE FLOODING IN THE LMA, CLIMATE CHANGE INFRASTRUCTURE PLANS AT THE CITY LEVEL, AND NEW OR UPCOMING REGULATIONS WHICH WILL REQUIRE ADDITIONAL INFILTRATION REDUCTION MEASURES FOR INSTITUTIONAL COMPLIANCE. 4. EXPERTS PRESENTED LOW-IMPACT DEVELOPMENT STORM WATER AND GROUNDWATER RECHARGE TECHNIQUES FOR THE LMA ESPECIALLY AS THEY RELATE TO PROPOSED STORM WATER REGULATIONS. | ||
| OPEN SPACE: IMPROVE PHYSICAL ENVIRONMENT THROUGH STUDIES AND IMPLEMENTATION 1. EVANS WAY: COMPLETED ANNUAL CARE OF THE PEDESTRIAN ISLAND PLANTINGS. COORDINATED ABUTTER MEETINGS TO REVIEW A TEMPORARY ART INSTALLATION IN THIS CITY PARK. PHASE IV WORK IS SHOVEL-READY, BIDS RECEIVED, ON-HOLD FOR FUNDING. 2. HUNTINGTON AVE.: COMPLETED ANNUAL MAINTENANCE (SPRING CLEAN-UP, RICE STONE IN TREE PITS, BI-ANNUAL TREE INSPECTION, TREE FERTILIZATION, AND IRRIGATION SYSTEM START-UP AND SHUT-DOWN); REPLACED TEN TREES; COORDINATED EMERGENCY TREE REMOVAL, CLOSURE OF TWO TREE PITS, AND REPLACEMENT OF BROKEN TREE GRATES (FUNDED BY OTHERS). ASSISTED MEMBER TO REVIEW THE COST OF CARE PROVIDED BY OTHERS. 3. GATEWAY PLANTERS: COMPLETED SEASONAL PLANTINGS (FOUR TIMES PER YEAR) AND WATER AND MAINTENANCE OF FOUR LARGE PLANTERS IN THE RIVERWAY/BROOKLINE GATEWAY MEDIAN. IMPLEMENTING SECOND PHASE OF PLANTER PROGRAM (BROOKLINE AVE. AT BWH'S SERVICE CENTER) IN SPRING. 4. AVENUE LOUIS PASTEUR/OSCAR TUGO CIRCLE: COMPLETED INSTALLATION OF SEVEN REDESIGNED TREE PITS IN A HIGH-VISIBILITY LOCATION WITH GRANITE CURBING, ELM TREES, AND HYDRANGEA UNDER-PLANTINGS IN EARLY FY13. COORDINATED WORK WITH LMA PEDESTRIAN SIGN PROGRAM AND LMA RECYCLING BIN INSTALLATIONS. DEVELOPING SUCCESSION PLAN FOR ALP LARGE TREES; COORDINATED WITH CITY REGARDING REMOVAL AND REPLACEMENT OF 8 LARGE LINDEN TREES. 5. BROOKLINE AVE. HANGING BASKET PROGRAM: INSTALLED FIRST PHASE OF HANGING BASKET PROGRAM INCLUDING 68 FLOWER BASKETS ON 17 STREET LIGHT POLES FOR FIRST AND SECOND SPRING/SUMMER SEASONS. PHASE II OF THE PROGRAM BEING PLANNED WITH ABUTTERS FOR INSTALLATION IN LATE SPRING. 6. TECHNICAL ASSISTANCE: INSTALLED FOUR PEAR TREES ON BLACKFAN STREET, CLOSED ONE TREE PIT AND INSTALLED TREE GUARDS. ARBORIST EVALUATING TREE CONDITION OF HONEY LOCUSTS ON HUNTINGTON AVE. (FOR HSPH). ASSISTED TEN MEMBERS WITH BANNER ADVICE AND FOUR WITH THE CITY'S BANNER REVIEW PROCESS (BWH, MCA, MEEI, HSPH). CREATED BANNER SCHEDULES FOR BROOKLINE AVE (NORTH AND SOUTH) AND HUNTINGTON AVENUE. HELPED TO FUND TREE PRUNING ALONG THE RIVERWAY. 7. OPEN SPACE ADVOCACY: ADVOCATE FOR LMA AND ENVIRONS OPEN SPACE IMPROVEMENTS VIA: CHAIR OF EMERALD NECKLACE CONSERVANCY (ENC) PARK OVERSEERS COMMITTEE, BOARD, EXECUTIVE AND LIFF AWARD COMMITTEES; SERVE ON THE MUDDY RIVER MAINTENANCE AND MANAGEMENT OVERSIGHT COMMITTEE (MMOC) FOR THE MUDDY RIVER RESTORATION PROJECT. | ||
| FORM 990, PART VI, SECTION A, LINE 2 | IN SOME INSTANCES, DIRECTORS OF THE ORGANIZATION (MASCO) HAVE A BUSINESS RELATIONSHIP STRUCTURED IN THE FOLLOWING MANNER: BRIGHAM & WOMENS HOSPITAL, BUSINESS RELATIONSHIP: ELIZABETH G. NABEL, M.D., PRESIDENT MAIREAD HICKEY, PH.D., EXECUTIVE V.P. & COO CHILDREN'S HOSPITAL, BUSINESS RELATIONSHIP: JAMES MANDELL, M.D., CHIEF EXECUTIVE OFFICER SANDRA L. FENWICK, PRESIDENT DANA-FARBER CANCER INSTITUTE, BUSINESS RELATIONSHIP: EDWARD J. BENZ, JR., M.D., PRESIDENT STEPHEN P. KOSTER, ESQ., DIRECTOR AT LARGE DOROTHY PUHY, EVP, DIRECTOR AT LARGE, MASCO BOARD CHAIR EMMANUEL COLLEGE, BUSINESS RELATIONSHIP: SISTER JANET EISNER, SND, PRESIDENT JAMES ROOSEVELT, JR., ESQ., TRUSTEE HARVARD UNIVERSITY, BUSINESS RELATIONSHIP: JEFFREY S. FLIER, M.D., DEAN OF FACULTY RICHARD G. MILLS, J.D., EXECUTIVE DEAN FOR ADMINISTRATION & DEAN FOR EDUCATION & GLOBAL PROGRAM ADMINISTRATION LISA HOAGARTY, DIRECTOR AT LARGE ISABELLA STEWART GARDNER MUSEUM, BUSINESS RELATIONSHIP: ANNE HAWLEY, DIRECTOR PETER M. BRYANT, CHIEF OPERATING OFFICER JOSLIN DIABETES CENTER, BUSINESS RELATIONSHIP: JOHN L. BROOKS, III, PRESIDENT AND CEO RICK MARKELLO, CHIEF FINANCIAL OFFICER JUDGE BAKER CHILDREN'S CENTER, BUSINESS RELATIONSHIP: JOHN R. WEISZ, PH.D., PRESIDENT STEPHEN SCHAFFER, CHIEF OPERATING OFFICER THOMAS W. CORNU, DIRECTOR AT LARGE MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES, BUSINESS RELATIONSHIP: CHARLES F. MONAHAN, JR., PRESIDENT MARK FULLER, TRUSTEE TEMPLE ISRAEL, BUSINESS RELATIONSHIP: KATHRYN MADDEN, PRESIDENT JANE KRANTZ, EXECUTIVE DIRECTOR WHEELOCK COLLEGE, BUSINESS RELATIONSHIP: JACKIE JENKINS-SCOTT, PRESIDENT EDWARD H. LADD, TRUSTEE THE WINSOR SCHOOL, BUSINESS RELATIONSHIP: RACHEL STETTLER, DIRECTOR SUSANNAH B. TOBIN, TRUSTEE | |
| FORM 990, PART VI, SECTION A, LINE 6 | MASCO CONSISTS OF A NUMBER OF MEMBER INSTITUTIONS THAT HAVE FULL AND EXCLUSIVE VOTING RIGHTS AND ARE REFERRED TO AS MEMBERS OF THE CORPORATION. VOTING MEMBERSHIP IN THE CORPORATION IS LIMITED TO ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXATION UNDER THE PROVISIONS OF SECTION 501(C)(3) OR SECTION 115 OF THE INTERNAL REVENUE CODE. MEMBERS ARE REPRESENTED AT ANY MEETING OF THE MEMBERS BY THEIR RESPECTIVE CHIEF EXECUTIVE OFFICER, A MEMBER OF THEIR GOVERNING BOARD, OR BY SUCH PERSON AS MAY BE DESIGNATED IN WRITING AND DELIVERED TO THE PRESIDENT OR CLERK OF THE CORPORATION. EACH MEMBER OF THE CORPORATION SHALL CONTINUE TO BE A MEMBER UNTIL SUCH MEMBER'S DISSOLUTION OR RESIGNATION OR UNTIL SUCH MEMBERSHIP IS TERMINATED AS PROVIDED BY THE BY-LAWS OR BY ACTION OF THE MEMBERS OR DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | A WRITTEN NOTICE OF EVERY MEETING OF MEMBERS STATING THE PLACE, DAY AND HOUR AND THE PURPOSE FOR WHICH THE MEETING IS CALLED SHALL BE GIVEN BY THE CLERK OR OTHER PERSON CALLING THE MEETING AT LEAST 7 DAYS BEFORE THE MEETING TO EACH MEMBER. EACH MEMBER ENTITLED TO VOTE SHALL HAVE ONE VOTE ON EVERY MATTER CONSIDERED AT A MEETING OF MEMBERS AND MAY VOTE EITHER IN PERSON THROUGH ITS REPRESENTATIVE OR BY WRITTEN PROXY DATED NOT MORE THAN 3 MONTHS BEFORE THE MEETING. ANY ELECTION BY MEMBERS FOR ANY OFFICE SHALL BE DETERMINED BY A PLURALITY OF THE VOTES CAST BY THE MEMBERS ENTITLED TO VOTE IN THE ELECTION. ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT ANY MEETING OF THE MEMBERS MAY BE TAKEN WITHOUT A MEETING IF ALL MEMBERS ENTITLED TO VOTE ON THE MATTER CONSENT TO THE ACTION IN WRITING AND WRITTEN CONSENTS ARE FILED WITH THE RECORDS OF THE MEETINGS OF MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COMPLETE COPY OF FORM 990 AND ALL RELATED SCHEDULES IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS BEFORE THE FORM 990 IS FILED. MASCO NOTIFIED BOARD MEMBERS BY E-MAIL THAT THE FORM 990 WAS AVAILABLE TO BE VIEWED. THE E-MAIL CONTAINED A LINK TO THE PASSWORD-PROTECTED WEBSITE WHERE THE ENTIRE FORM 990 COULD BE VIEWED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MASCO DOES REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY AS FOLLOWS: A COPY OF THE POLICY IS DISTRIBUTED AT THE ANNUAL BOARD MEETING AND ALSO WITH THE ANNUAL DISCLOSURE PACKET. MASCO REQUESTS ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE STATEMENT, WHICH ASKS THE INDIVIDUAL COMPLETING THE STATEMENT TO DESCRIBE ANY EXISTING CONFLICT OR STATE THAT HE OR SHE IS AWARE OF NONE. MASCO'S GOVERNING BOARD ACTIVELY ADDRESSES POTENTIAL CONFLICTS OF INTEREST AT MEETINGS WHERE NEW TRANSACTIONS ARE CONTEMPLATED. MASCO REQUIRES EACH DIRECTOR, OFFICER AND KEY EMPLOYEE TO COMPLETE A QUESTIONNAIRE IN ADDITION TO THE ANNUAL DISCLOSURE STATEMENT, WHICH SERVES BOTH TO ASSIST MASCO IN COMPLETING FORM 990 AND TO FURTHER ENSURE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. MASCO ACTIVELY ENGAGES ITS DIRECTORS, OFFICERS, OR KEY EMPLOYEES TO ASSURE RECEIPT OF THIS INFORMATION ON AN ANNUAL BASIS. THE GENERAL COUNSEL OF THE ORGANIZATION REVIEWS ALL QUESTIONNAIRES AND DISCLOSURE STATEMENTS. IN THE EVENT THAT SHE DETERMINES THERE IS A POTENTIAL CONFLICT, THE GENERAL COUNSEL WILL NOTIFY THE PRESIDENT OF THE ORGANIZATION AND, IF NECESSARY IN THE JUDGMENT OF GENERAL COUNSEL AND/OR THE PRESIDENT, OUTSIDE COUNSEL TO THE ORGANIZATION. IF A POTENTIAL CONFLICT ARISES INVOLVING THE GENERAL COUNSEL OR THE PRESIDENT OF THE ORGANIZATION, THAT INDIVIDUAL WILL NOT TAKE PART IN THE REVIEW MATTER, AND THE MATTER WILL BE REVIEWED BY AN APPROPRIATE ALTERNATE OFFICER AND/OR OUTSIDE COUNSEL. DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE BY THE CHAIRMAN OF THE BOARD IN CONSULTATION WITH THE EXECUTIVE COMMITTEE OF THE ORGANIZATION IN CONSULTATION WITH THE GENERAL COUNSEL AND, IF DESIRABLE IN THE JUDGMENT OF GENERAL COUNSEL, OUTSIDE SPECIALTY COUNSEL. ANY MEMBER OF THE EXECUTIVE COMMITTEE WHO IS THE SUBJECT OF A POTENTIAL CONFLICT WOULD NOT TAKE PART IN THE DETERMINATION. RESTRICTIONS ON THE INDIVIDUAL DETERMINED TO HAVE A CONFLICT ARE DETERMINED BY THE EXECUTIVE COMMITTEE, IN CONSULTATION WITH THE GENERAL COUNSEL AND WOULD RANGE FROM THAT INDIVIDUAL'S RECUSAL FROM CONSIDERATION OF THE MATTER AT HAND TO THAT INDIVIDUAL'S RESIGNATION FROM THE BOARD, DEPENDING ON THE NATURE OF THE CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | MASCO RETAINS THE ASSISTANCE OF AN INDEPENDENT COMPENSATION EXPERT TO PROVIDE ASSISTANCE AND GUIDANCE TO THE COMPENSATION COMMITTEE. THE COMMITTEE MEETS TWICE YEARLY TO DISCUSS OVERALL COMPENSATION GUIDELINES FOR MERIT AND INCENTIVE COMPENSATION; AS WELL AS THE SPECIFIC PERFORMANCE OF THE CEO AND MEMBERS OF THE EXECUTIVE STAFF. THE COMPENSATION COMMITTEE IS INDEPENDENT OF ANYONE WHOSE COMPENSATION IS AT ISSUE. INDIVIDUALS WHO ARE NOT INDEPENDENT IN A PARTICULAR CASE WILL RECUSE THEMSELVES. THESE PROCEDURES ARE DESIGNED TO ESTABLISH THE SO-CALLED "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE REGULATIONS TO SECTION 4958 OF THE INTERNAL REVENUE CODE (INTERMEDIATE SANCTIONS). THE EXECUTIVE STAFF INCLUDES ALL VICE PRESIDENTS AND THE GENERAL COUNSEL. THE COMPENSATION COMMITTEE EXPERT ATTENDS EACH OF THOSE MEETINGS, INCLUDING THE EXECUTIVE SESSION. THE CEO PROVIDES THE COMPENSATION COMMITTEE WITH FEEDBACK FROM MEMBERS CONCERNING THE PERFORMANCE OF THE COMPANY, AS WELL AS HER EVALUATION OF HER STAFF'S PERFORMANCE. THE COMPENSATION EXPERT COMPARES THE CASH AND NON-CASH COMPENSATION WITH THAT OF SIMILARLY SITUATED ORGANIZATIONS BOTH REGIONALLY AND INTERNATIONALLY. IN ADDITION, THE COMPENSATION COMMITTEE REVIEWS COMPENSATION AND ADJUSTMENT RECOMMENDATIONS WITH ACTIONS BEING UNDERTAKEN BY MEMBER ORGANIZATIONS. MINUTES ARE KEPT OF THESE MEETINGS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | |
| OTHER FEES | FORM 990, PART IX, LINE 11G | CONTRACT SERVICE EXPENSE- AREA PLANNING AND OPERATIONS PROJECTS: PROGRAM SERVICE EXPENSES 618,745. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 618,745. CONTRACT SERVICE EXPENSE- PARKING AND TRANSPORTATION SHUTTLE SERVICES: PROGRAM SERVICE EXPENSES 8,489,669. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,489,669. CONTRACT SERVICE EXPENSE- OPERATION OF OFFICE BUILDING AND ATTACHED GARAGE: PROGRAM SERVICE EXPENSES 1,013,540. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,013,540. CONTRACT SERVICE EXPENSES- VARIOUS OTHER: PROGRAM SERVICE EXPENSES 374,507. MANAGEMENT AND GENERAL EXPENSES 5,918. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 380,425. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | ROUNDING -6. |
| FORM 990, SCHEDULE R, PART V, LINE 2, COLUMN C: | THE RENT PAID BY MASCO SERVICES, INC. TO MASCO, INC. IS A QUALIFIED, SPECIFIED PAYMENT WITHIN THE MEANING OF IRC SECTION 512(B)(13). |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASCO SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 LONGWOOD AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043198155 | EIN |
| Primary Activity | TELECOMMUNICATIONS, GROUP PURCHASING, ADMINISTRATIVE SERVICES | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -33799 | ShareOfTotalIncome |
| Share Of EOY Assets | 2451642 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | 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 | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MASCO SERVICES INC | ||
| A | 244272 | LEASE AGREEMENT |
| MASCO SERVICES INC | ||
| L | 179665 | MARKET RATE |
| MASCO SERVICES INC | ||
| M | 684006 | MARKET RATE |
| MASCO SERVICES INC | ||
| Q | 186806 | ACTUAL COSTS |
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