2012-05-04T13:03:49-05:00 2011-06-30 CBIZ Tofias 500 Boylston Street Boston MA 02116 990 2010-07-01 042197449 The May Institute Inc MAYI 7814400400 41 Pacella Park Drive Randolph MA 02368 Michael Milczarek 7814400400 2012-03-23 1 Joseph M Giso MST 6177610600 2012-03-23 2010 2016-02-24 21:20:13Z Walter P Christian PhD 41 Pacella Park Drive Randolph MA 02368 105736162 0 X www.mayinstitute.org X 1955 MA To provide educational and rehabilitative services. See Schedule O. 14 14 2554 0 0 0 584547 1960152 99272082 101993828 262349 743697 0 0 100118978 104697677 0 0 0 0 73674455 77647324 0 0 280908 24241795 24340434 97916250 101987758 2202728 2709919 51355624 59358662 36019424 40935226 15336200 18423436 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 0 48274976 54266846 May Centers for Adult Services offer a wide range of community-based services for adults with autism and other developmental disabilities in Massachusetts, Connecticut, 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 130 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. 27885162 32486522 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. 6362265 7311481 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:Clubhouses offer members the opportunity to participate in meaningful work, pursue education and employment, and have a safe place to develop friendships. Services include job skills and employment support, social and recreational opportunities, housing and education support, and transportation services.The Crisis Stabilization Unit, our hospital diversion program for adults with major mental illness, helps to stabilize individuals in crisis and serves as an alternative to hospitalization. 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. 6618484 7928979 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 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. 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 schools behavioral climate. 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, Texas, Tennessee, Kentucky, Virginia, and Florida. 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.OVERALL ORGANIZATION ACHIEVEMENTSThere are a number of indicators of excellence that truly set May Institute apart as a national leader in the field and a renowned provider of exceptional programs and services for individuals with a wide range of special needs.Experience. May Institute founded one of the first autism schools in the country. We have more than 55 years of experience in providing the highest quality services for children, adolescents, and adults with autism spectrum disorders and other developmental disabilities, brain injury, mental illness, and other behavioral health needs.Leadership and vision. President and CEO Walter P. Christian, Ph.D., ABBP, ABPP, has led May Institute for more than 33 years. During that time, the Institute has earned an international reputation for providing outstanding services to individuals with special needs. Dr. Christian is a licensed psychologist and is board certified in behavior therapy and behavioral psychology. He received the 2008 lifetime achievement award as a Champion in Healthcare from the Boston Business Journal. Dr. Christian's vision is shared by a senior management team with extremely strong clinical and professional credentials and backgrounds. Dr. Christian is one of less than 100 distinguished behavior analysis Fellows worldwide.Clinical expertise. Our staff includes more than 40 licensed and credentialed doctoral-level professionals, and more than 70 Board Certified Behavior Analysts (BCBAs) and Assistant Behavior Analysts (BCaBAs). With our master's-level staff, this represents one of the country's largest concentrations of on-site clinicians with expertise in autism, other developmental disabilities, and applied behavior analysis (ABA).Commitment to evidence-based practice. Part of what sets us apart from other organizations is our uncompromising commitment to professionalism and excellence. Our work is grounded in evidence-based practice, and we continually review and measure our results. Our programs are based on ABA, which has been identified by hundreds of scientific studies as the most effective method to teach children and adolescents with autism.National honors. May Institute is the first nonprofit human services organization in the country to be honored by the two most prestigious national awards in the field. We received the 2007 Award for Enduring Programmatic Contributions in Behavior Analysis from the Society for the Advancement of Behavior Analysis. In 2005, we received the Outstanding Training Program Award from the Association for Behavioral and Cognitive Therapies. External accreditation. We continuously seek and receive the highest level of program accreditation. All of May Institute's programs that have been through the Commission on Accreditation of Rehabilitation (CARF) accreditation process have earned three-year CARF accreditation. This constitutes one of the largest and most comprehensive accreditations CARF has ever awarded to a network of behavioral programs.Emphasis on training. Our highly skilled staff participate in an ongoing system of comprehensive training and professional development. As an organization accredited by the American Psychological Association, we provide placements for the best pre- and post-doctoral interns in the country. Our intensive training programs also expand the impact of our services by training the caregivers of the individuals we serve, ensuring consistent, highly effective care.Family satisfaction / quality assurance. As part of our dedication to the highest possible standards, our Quality Improvement division works with all programs to measure performance and track progress. Results consistently reveal outstanding satisfaction (95% or higher) on the part of individuals served, families and guardians, and affiliated agencies.Affiliations. As an active center of research and training, we maintain affiliations with more than 55 universities, hospitals, and human service agencies worldwide.Commitment to research and dissemination. We conduct more applied research than any other human services organization of our kind, and are active in the dissemination of best practices. Our publications since 1978 include more than 340 peer-reviewed journal articles, book chapters, and books. In that time, our professional staff have conducted over 1,700 presentations to international, national, and regional audiences.Professional Advisory Board. Our Professional Advisory Board includes leading authorities in the fields of applied behavior analysis, special education, developmental disabilities. 6618484 7928979 89140887 1 1 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 208 0 1 2554 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MA CT X X Michael Milczarek 7814400400 41 Pacella Park Drive Randolph MA 02368 Don Ricciato 1.00 X 0 0 0 Stephen Young 1.00 X 0 0 0 Mary Lou Maloney 1.00 X 0 0 0 Jory Berkwits 1.00 X 0 0 0 Catherine Crone Coburn 1.00 X 0 0 0 Allen Crocker 1.00 X 0 0 0 Herbert Haessler 1.00 X 0 0 0 Matthew Hobbs 1.00 X 0 0 0 Jonathan Katz 1.00 X 0 0 0 John E Murphy 1.00 X 0 0 0 Neal Todrys 1.00 X 0 0 0 Robert Whittlesey 1.00 X 0 0 0 Richard Wichmann 1.00 X 0 0 0 Robert Yelton 1.00 X 0 0 0 Walter P Christian PhD 40.00 X X 349277 0 55633 Michael Milczarek 40.00 X X 248778 0 2827 Lauren C Solotar 40.00 X 189794 0 4579 Ralph Sperry 40.00 X 189375 0 3217 James M Millins 40.00 X 191569 0 3307 Heidi A Howard 40.00 X 204441 0 2702 James M Sperry 40.00 X 174305 0 3759 Joy S Burghardt 40.00 X 182105 0 3576 Robert F Putnam 40.00 X 176461 0 4515 Susan Wilczynski 40.00 X 156235 0 4576 James K Luiselli 40.00 X 157899 0 3152 Kevin More 40.00 X 143311 0 13172 2363550 0 105015 26 0 1 0 Allcorp Construction PO Box 300 South Weymouth MA 02190 Construction 555144 Prospect Building Services 360 Pearl Street Malden MA 02148 Cleaning 361337 Liberty Carpets 338 Brockton Avenue Abington MA 02351 Flooring 217786 Jackson Lewis LLP PO Box 416019 Boston MA 02241 Legal 213046 Krokidas & Bluestein 600 Atlantic Avenue Boston MA 02210 Legal 152601 9 43976 1916176 1606950 1960152 Contract Revenue 900099 52546339 52546339 Tuition Revenue 611600 30833398 30833398 Clinic Fees 621400 9797715 9797715 Consulting, Mgmt Fees 900099 3849532 3849532 Consumer Revenue 900099 3695150 3695150 1271694 1271694 101993828 177505 177505 1174880 429797 1038485 136395 429797 566192 566192 104697677 101993828 0 743697 1851272 370251 1438275 42746 63152749 57884851 5121770 146128 171209 139052 31694 463 7861873 6972446 862522 26905 4610221 4205516 391731 12974 411281 156114 255167 153641 153641 143640 143640 1170932 980196 167436 23300 14309 909 12092 1308 2307794 1211195 1093718 2881 350064 149941 198473 1650 8205265 7575370 626375 3520 3602728 2989522 611213 1993 129192 64138 63375 1679 1618499 1101992 516507 1865567 1303648 561279 640 386415 276898 109517 Dietary Expenses 1853890 1815257 38608 25 Supplies 1290916 1245962 43197 1757 Recruit,Training,Retent 367871 209685 153136 5050 Client Allow,Mat'l Good 309902 309902 Dues,Subscript.,Other 158528 178042 -27403 7889 101987758 89140887 12565963 280908 5077380 4878111 1878368 1793859 40833 7098975 7387096 43649 176666 49057752 12103627 30493172 36954125 4866641 5501446 1897439 2626526 51355624 59358662 5789045 6167712 705524 672001 18650273 29082313 9288455 4863711 1586127 149489 36019424 40935226 X 15311517 18360636 23683 61800 1000 1000 15336200 18423436 51355624 59358662 X 2709919 377317 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 143650 143650 0 Explanation of Other Lobbying Activities: Part II-B, Line 1i: Lobbied for Federal funding for support of activities to expand autism services. 1000 1000 1000 1000 1000 1000 1.00000 0 0 9838930 9838930 32155539 6723746 25431793 2580415 2076225 504190 3423848 2844275 579573 1059020 459381 599639 36954125 Third Party Payor Settlements 119435 Est. 3rd Party Payor Settlements 30054 149489 104697677 101987758 2709919 349187 28130 377317 3087236 105395258 349187 348394 697581 104697677 0 104697677 102486014 498256 498256 101987758 0 101987758 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: 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 scrutinity 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 organization has identified its tax status as a tax-exempt entity as its only significant tax position; however, the organization has determined that such tax position does 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 8 - Other Adjustments: Unrealized loss on interest rate swap agreement -149,862. May Professional Associates' net assets were merged into May on 7/1/10 177,992. Part XII, Line 2d - Other Adjustments: Intercompany transactions not included in consolidated financial statements 498,256. Unrealized loss on interest rate swap agreement -149,862. Part XIII, Line 2d - Other Adjustments: Intercompany transactions not included in consolidated financial statements 498,256. 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 1 1 X X X X X 1 1 0 0 0 0 0 1 0 Walter P Christian PhD 276106 0 0 0 73171 0 51771 0 3862 0 404910 0 0 0 Michael Milczarek 227764 0 10000 0 11014 0 177 0 2650 0 251605 0 0 0 Lauren C Solotar 183210 0 0 0 6584 0 481 0 4098 0 194373 0 0 0 Ralph Sperry 171784 0 0 0 17591 0 0 0 3217 0 192592 0 0 0 James M Millins 177714 0 12500 0 1355 0 699 0 2608 0 194876 0 0 0 Heidi A Howard 191913 0 5000 0 7528 0 572 0 2130 0 207143 0 0 0 James M Sperry 156856 0 0 0 17449 0 501 0 3258 0 178064 0 0 0 Joy S Burghardt 110847 0 500 0 70758 0 0 0 3576 0 185681 0 0 0 Robert F Putnam 172651 0 0 0 3810 0 408 0 4107 0 180976 0 0 0 Susan Wilczynski 129389 0 4500 0 22346 0 476 0 4100 0 160811 0 0 0 James K Luiselli 154557 0 0 0 3342 0 544 0 2608 0 161051 0 0 0 Kevin More 139188 0 4000 0 123 0 0 0 13172 0 156483 0 0 0 Part I, Line 1a One of the persons listed is provided health care support in lieu of salary. Part I, Lines 4a-b There was a severance payment of $60,577 paid to one individual. The amount of $51,394 was contributed to a 457(b) and 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. MA Development Finance Agency 043431814 57583rgx7 2006-10-27 6500000 Pur. RE,refi,renovations 0 0 0 6464975 130000 6334975 2009 0 0 1 1 0 0 0 0 0 1 0 1 1 Morgan Stanley 20.000000000000 0 0 0 0 0 X 1 12122 FMV X 2 1594828 FMV, appraised value 0 0 0 0 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 met with our external tax advisor to review 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 15a 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 5: Net unrealized gains on investments: 349,187. Unrealized loss on interest rate swap agreement -149,862. May Professional Associates, net assets were dissolved into May on 7/1/10 177,992. Total to Form 990, Part XI, Line 5: 377,317. 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 5400 Soquel Avenue Suite F 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 1 0 0 1 0 1 0 0 National Autism Center Inc N 180991 Actual Cost National Autism Center Inc P 58322 Actual Cost The Bay School K 370746 Allocated Cost The Bay School N 140740 Actual Cost The Bay School P 55605 Actual Cost