2014-05-08T14:03:20-05:00 2013-06-30 263753134 CBIZ Tofias 500 Boylston Street Boston MA 02116 990 2012-07-01 042197449 The May Institute Inc MAYI 7814400400 41 Pacella Park Drive Randolph MA 02368 Debra Blair 7814400400 2014-05-01 1 Joseph M Giso P00030126 6177610600 2012 2015-11-30 17:44:51Z Lauren C Solotar 41 Pacella Park Drive Randolph MA 02368 100459120 0 X www.mayinstitute.org X 1955 MA To provide educational and rehabilitative services. See Schedule O. 11 11 2696 11 0 0 384321 428546 106995822 98890508 540474 444798 0 0 107920617 99763852 0 0 0 0 83319367 76648307 0 0 194875 24384176 22515700 107703543 99164007 217074 599845 59090887 59436791 40514236 41153444 18576651 18283347 X The May Institute, Inc. is a nonprofit organization that provides educational and rehabilitative services for individuals, and families of individuals, with autism, developmental disabilities, neurological and behavioral disorders, and mental illness. We conduct and disseminate the results of research concerning the education and rehabilitation of these individuals. We also train and consult with professionals and organizations serving these individuals. 0 1 43667420 48231755 May Centers for Adult Services offer a wide range of community-based services for adults with autism and other developmental disabilities in Massachusetts and Florida. These services include residential group homes and supported living apartments, as well as day programming, vocational training, and supported employment. Dedicated, experienced staff are committed to providing respectful, effective, and supportive services within community settings.The Centers include the following services:May Institute provides community-based residential services in more than 120 residential group homes and supported living apartments to adults with disabilities. Staff provide assistance with daily routines, community integration, and behavioral therapies. Services are customized to meet each individual's unique needs. Support ranges from intensive 24-hour supervision to drop-in case management. In Florida, we provide specialized residential programming for older adolescents with significant behavioral needs.Many individuals with developmental disabilities require specialized support to achieve community inclusion. Our day habilitation programs provide individualized support to adults with developmental disabilities. These programs combine medical monitoring, including nursing, physical, occupational, and speech therapies, with daily living skills training and active community involvement.Valued community work is critical to overall quality of life for an adult with developmental disabilities. Our employment training and supported employment programs provide comprehensive services, ranging from center-based work skills training to community-based job coaching and support. 30370358 35257557 May Institute is one of the largest providers in the Commonwealth of Massachusetts of private special education schools specifically serving children, adolescents, and young adults with autism and other developmental disabilities, as well as with brain injury.Our three May Centers for Child Development schools in Massachusetts serve students with autism spectrum disorders (ASD) and other developmental disabilities. These Chapter 766-approved private schools are nationally recognized as leaders in "best practice" education for children with developmental disabilities. Our students are surrounded by caring, highly trained professionals seeking to improve the quality of life of the students in their care. Our May Center for Education and Neurorehabilitation school in Massachusetts serves students with acquired brain injury or neurological disease. This Center is one of only a handful of pediatric programs in the U.S. that focus on both education and rehabilitation.All our May Centers offer full-day, year-round education. Students receive highly individualized behavioral, academic, and vocational programming. Teachers, therapists, and consultants work with students, combining best practices from the fields of applied behavior analysis (ABA) and special education.About half of the students who attended our schools also received residential services through community-based group homes. These services focus on helping children and adolescents strengthen and generalize independent living skills, and are designed in accordance with each child's Individualized Educational Plan. Our highly skilled staff provide 24-hour support and supervision to ensure that each child's unique needs are met. 9389135 10604860 May Counseling Centers offer outpatient evaluation, counseling, and therapy to children and adults through three mental health clinics in Massachusetts. Our highly trained, multi-disciplinary team of psychiatrists, psychologists, clinical social workers, nurses, and interns provides specialized clinical care. They treat key emotional and behavioral concerns including anxiety disorders, depression, eating disorders, women's issues, and learning difficulties.The professionals at our Centers strive to provide the most effective treatment, utilizing clinically proven, goal-oriented interventions and ongoing support. Our services include: comprehensive diagnostic evaluations; individual, couples, and family therapy; specialized groups (psycho-educational, therapeutic, and skills training); 24-hour crisis services; education evaluations and management; psychological and neuropsychological testing; separation and divorce counseling; and dialectical behavior therapy.May Consultation Centers in New England, the Mid-Atlantic, and the Southeast offer home, school, and agency consultation for children and adolescents with a broad range of special needs. The Centers include the following services:Through our home-based consultation and early intervention programs, we help families develop effective strategies to support their children's development in the home and community. These services are designed to help children and adolescents with autism spectrum disorders and a broad range of special needs to improve their skills in a variety of areas. Our early intervention programs specifically serve children from birth through age 3.For public schools seeking to enhance services for students with learning, cognitive, and behavioral challenges, we offer on-site school consultation and professional development training. Our school consultation services are based on the most contemporary "best practice" approaches to assessment, education, and treatment. We carefully tailor our services to the specific needs and concerns of each individual, classroom, school, or district, developing highly individualized recommendations and plans for students. We also provide educators with professional development training and consultation services. As the Northeast regional partner to the National Technical Assistance Center on PBIS (Positive Behavioral Interventions and Supports), established by the U.S. Department of Education, we offer technical assistance and consultation to implement school-wide PBIS strategies across school systems. These services promote student achievement by improving the school's behavioral climate. 4332404 4796336 May Centers for Behavioral Health provide a broad range of mental health services to adults with severe psychiatric disorders. Centers also support at-risk children and adolescents including those with emotional disturbances, behavioral issues, and school and learning problems. The Centers include the following services:Day treatment programs offer unique, comprehensive, therapeutic and rehabilitative services to adults with psychiatric and developmental disabilities. Several programs provide a continuum of care between outpatient treatment and partial or full hospitalization. Through specialized clinical programming, therapeutic groups, and individualized treatment, adults reach their highest level of functioning and become productive members of their communities. Our Therapeutic After-School program is designed to meet the needs of high-risk children between the ages of 8 and 13, and to promote stabilization and re-integration into the community.May Centers for Autism Spectrum Disorders are dedicated to meeting the immediate and pressing need for services for children with autism spectrum disorders (ASD) in military families. We serve all branches of the military-Army, Marines, Navy, Air Force, and Coast Guard.The May Centers provide services to military families at installations in New England, Georgia, North Carolina, Tennessee, Kentucky, Virginia, Florida, New Jersey, and Washington D.C.Services are based on applied behavior analysis (ABA), the only treatment reimbursed by TRICARE's ECHO program and the Autism Demonstration Project for military families with children with ASD.Our Pediatric Specialty Center, the Fernandes Center for Children and Families in Fall River, Mass., exemplifies an effective model of integrated care. We work closely with families, primary and specialty care physicians, pediatricians, schools, and community agencies to provide and coordinate a continuum of high quality services. These services range from diagnosis, evaluation, and treatment to informed referrals to critical pediatric specialists.May Assessment Centers offer diagnostic evaluations and therapeutic treatment services to individuals 18 months through adulthood who are suspected of having an autism spectrum disorder or other developmental disability. The Autism Spectrum Disorders Clinic and its outreach sites in Massachusetts provide standardized assessments, behavioral treatment, social skills development, and parent support.Assessments are conducted and/or supervised by a licensed psychologist, using standardized test measures designed to assist in accurate diagnosis and evaluate developmental, cognitive, and behavioral functioning. 4332404 4796336 87759317 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 190 0 1 2696 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA CT X X Debra Blair 7814400400 41 Pacella Park Drive Randolph MA 02368 Don Ricciato 1.00 5.00 X X 0 0 0 Stephen Young 1.00 3.00 X X 0 0 0 Mary Lou Maloney 1.00 3.00 X X 0 0 0 Jory Berkwits 1.00 1.00 X 0 0 0 Herbert Haessler 1.00 1.00 X 0 0 0 Jonathan Katz 1.00 2.00 X 0 0 0 John E Murphy 1.00 1.00 X 0 0 0 Neal Todrys 1.00 1.00 X 0 0 0 Robert Whittlesey 1.00 3.00 X 0 0 0 Richard Wichmann 1.00 1.00 X 0 0 0 Robert Yelton 1.00 1.00 X 0 0 0 Walter P Christian PhD 40.00 9.00 X 577855 0 147819 Lauren C Solotar 40.00 13.00 X 263738 0 9809 Michael Milczarek 40.00 4.00 X 246762 0 6860 Kelli Leahy 40.00 5.00 X 73161 0 4498 Debra Blair 40.00 11.00 X 192495 0 50 Ralph Sperry 40.00 0.00 X 262941 0 9707 Heidi A Howard 40.00 1.00 X 262045 0 23191 Pamela Raymond 40.00 0.00 X 183692 0 10726 James M Millins 40.00 0.00 X 183060 0 7323 Aubrey MacFarlane 40.00 0.00 X 168192 0 13046 Jocelyn LeMaire 40.00 0.00 X 169414 0 9447 Deidre Donaldson 40.00 0.00 X 148685 0 5918 Robert F Putnam 40.00 0.00 X 178029 0 9135 Kevin M More 40.00 0.00 X 148563 0 6098 James K Luiselli 40.00 0.00 X 156890 0 6760 3215522 0 270387 26 0 1 0 Jackson Lewis LLP PO Box 416019 Boston MA 02241 Legal 324067 LRI Consulting Services PO Box 1529 Broken Arrow OK 74013 Mgmt Consulting & Employee Education 311474 TPP Global Services 30 Lantern Lane Newton MA 02459 IT Services 169913 Liberty Carpets PO Box 45 Halifax MA 02338 Cleaning Services 128619 On-Site Psychiatric Services 16 Converse Avenue Newton MA 02458 Medical Services 121500 5 40819 387727 24122 428546 Contract Revenue 900099 45895656 45895656 Tuition Revenue 611600 33368522 33368522 Third Party Insurance 621400 12795304 12795304 Consulting, Mgmt Fees 900099 2906622 2906622 Consumer Revenue 900099 2796225 2796225 1128179 1128179 98890508 53951 53951 744880 341235 695268 0 49612 341235 390847 390847 99763852 98890508 0 444798 2525419 793557 1731862 60891732 56896797 3850378 144557 520470 393561 125786 1123 7692457 6808427 870777 13253 5018229 4635078 372965 10186 453853 272799 181054 181895 181895 715601 645997 69604 23973 17074 4849 2050 2000972 951885 1043279 5808 363918 119874 241321 2723 7562712 7051838 510874 3407739 2876629 530890 220 117283 92725 23164 1394 1506812 890479 616333 1811690 1400176 409674 1840 124737 112025 12712 Dietary Expenses 1728994 1694426 34351 217 Supplies 1129490 1087021 39356 3113 Recruit,Training,Retent 432163 249148 183015 Client Allow,Mat'l Good 153297 153297 800571 616504 175676 8391 99164007 87759317 11209815 194875 3517924 5750683 1800172 742579 69845 129340 9569411 9186527 123672 166178 51215353 15845141 36826911 35370212 5702388 6164890 1480564 1926382 59090887 59436791 6152277 7203914 648562 205897 28426397 30233279 828696 742579 4428250 1487356 30054 1280419 40514236 41153444 X 18473644 18118215 102007 164132 1000 1000 18576651 18283347 59090887 59436791 X 599845 255521 -1148670 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 1.00000 0 0 9146202 9146202 34117086 9298988 24818098 2921163 2429756 491407 3952734 3420872 531862 1078168 695525 382643 35370212 Est. 3rd Party Payor Settlements 30054 Due to Affiliates 1250365 1280419 X 99563713 255521 -455660 -200139 99763852 0 99763852 99857017 693010 693010 99164007 0 99164007 Part IV, Line 2b: The May Institute acts as a Rep Payee for some of its clients/student funds. The May Institute receives funds and make disbursements on behalf of some clients and students. Description of Intended Use of Endowment Funds: Part V, Line 4: To be held for investment Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: The Organization 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 May Institute, Inc. and Affiliates has identified their tax status as tax-exempt entities and their determination as to income being related or unrelated as their only significant tax positions; however, the Organization has determined that such tax positions do not result in an uncertainty requiring recognition. The Organization is not currently under examination by any taxing jurisdictions. The Organization's Federal and state tax returns are generally open for examination for three years following the date filed. Part XI, Line 2d - Other Adjustments: Loss on unamortized deferred costs -455,660. Part XII, Line 2d - Other Adjustments: Loss on discontinued operations 693,010. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Explanation of Nondiscriminatory Policy Publication Schedule E, Part I, Line 3 Through brochures, pamphlets and an annual publication in area newspaper as a member of Massachusetts Association of 766 Approved Private Schools. X X X X X 1 1 0 0 0 0 0 1 0 Walter P Christian PhD 278856 0 0 0 298999 0 146707 0 1112 0 725674 0 0 0 Lauren C Solotar 244460 0 0 0 19278 0 4269 0 5540 0 273547 0 0 0 Michael Milczarek 226293 0 6500 0 13969 0 2740 0 4120 0 253622 0 0 0 Debra Blair 183077 0 6500 0 2918 0 50 0 0 0 192545 0 0 0 Ralph Sperry 215293 0 7500 0 40148 0 0 0 9707 0 272648 0 0 0 Heidi A Howard 130503 0 0 0 131542 0 2538 0 20653 0 285236 0 0 0 Pamela Raymond 167674 0 5000 0 11018 0 3405 0 7321 0 194418 0 0 0 James M Millins 176705 0 5000 0 1355 0 3706 0 3617 0 190383 0 0 0 Aubrey MacFarlane 155065 0 5000 0 8127 0 3105 0 9941 0 181238 0 0 0 Jocelyn LeMaire 152289 0 0 0 17125 0 3292 0 6155 0 178861 0 0 0 Deidre Donaldson 143135 0 0 0 5550 0 2018 0 3900 0 154603 0 0 0 Robert F Putnam 171219 0 3000 0 3810 0 3595 0 5540 0 187164 0 0 0 Kevin M More 148374 0 0 0 189 0 0 0 6098 0 154661 0 0 0 James K Luiselli 153548 0 0 0 3342 0 3143 0 3617 0 163650 0 0 0 Part I, Lines 4a-b There was a severance payment of $65,676 paid to one individual. The amount of $143,114 was contributed to a 457(f) plan for one individual. Part I, Line 7 Schedule J, Part II, Column (b) (ii) includes the name and the amount of each person who received a bonus based on mutually agreed upon performance outcomes. A MA Development Finance Agency 043431814 57583rgx7 2010-10-01 16000000 Pur. RE,refi,renovations 0 0 0 A 5085000 16000000 1075000 249500 9590500 2010 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 1 Century Subsidiary Investments Inc 30.000000000000 0 0 0 0 0 A 1 Walter P Christian PhD Officer of the organization 9866 Behavioral Consulting and Training Services 0 Changes in Program Services Form 990, Part III, line 3 On September 30, 2012, The May Institute, Inc. ceased operations of its club houses that offered members employment job skills support, social and recreational services. The May Institute also closed its Crisis Stabilization Unit, a hospital diversion program for adults with mental illness. On June 30, 2013, The May Institute ceased operations of all its residential adult programs in the State of Connecticut. Form 990, Part VI, Section A, line 8b There is no Committee with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11 The Board delegated responsibility to review the Form 990 to the Finance and Strategic Planning Committee. The Committee reviewed and approved the Form 990. This committee then reported to the Board of Trustees. The full Board membership was provided with a copy of the Form 990 and votes to accept prior to filing. Form 990, Part VI, Section B, line 12c Directors, officers, and key employees certify compliance with May's Conflict of Interest Policy annually. The certification process is supervised by the Treasurer. Instances of disclosure of possible conflict are reported to the Board's Executive Committee for adjudication and action. Form 990, Part VI, Section B, line 15 May's outside tax advisor is presented with a draft Rebuttal Presumption Checklist which details total proposed compensation for the President/CEO and Treasurer/CFO. The tax advisor reviews appropriate comparability data. The sources of review data are incorporated into the checklist. The Checklist is presented to the Board's Executive Committee for review and recommendation. The Board approves the compensation at a regularly scheduled meeting. The persons setting the compensation are independent of the individuals whose compensation is being determined. Form 990, Part VI, Section C, line 19 The organization's Conflict of Interest policy and Governing Documents are available through the Organization's website. Financial Statements are available through the Massachusetts Attorney General's Division of Public Charities website, national data sources such as Guidestar, and Massachusetts Executive Office of Administration and Finance's Operational Services Division website, and upon request. May Institute's 2011 Annual Report is also available for download at our website at www.mayinstitute.org. This Annual Report is also available upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Loss on unamortized deferred costs -455,660. Loss on discontinued operations -693,010. National Autism Center Inc 41 Pacella Park Drive Randolph MA 02368 562529097 Research, Education MA 501(c)(3) Line 7 N/A 0 The May-West Roxbury Residences Inc 41 Pacella Park Drive Randolph MA 02368 043331170 Residential MA 501(c)(3) Line 7 N/A 0 Greater Springfield Residences Inc 41 Pacella Park Drive Randolph MA 02368 043330930 Residential MA 501(c)(3) Line 9 N/A 0 The May Foundation Inc 41 Pacella Park Drive Randolph MA 02368 571136642 Support Organization MA 501(c)(3) Line 11a, I N/A 0 The Bay School 1026 Capitola Road Santa Cruz CA 95062 943313535 School CA 501(c)(3) Line 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 National Autism Center Inc O 92755 Actual Cost National Autism Center Inc Q 50000 Actual Cost The Bay School L 338834 Allocated Cost The Bay School O 61527 Actual Cost