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MASS GENERAL BRIGHAM INCORPORATED: Form 990, tax year 2010

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Organization
MASS GENERAL BRIGHAM INCORPORATED (EIN 04-2103591)
Tax period
2010-10-01 to 2011-09-30
Filed
2012-08-07
IRS object ID
201232209349300528
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

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Timestamp2012-08-07T11:05:04-05:00Timestamp
Tax Period End Date2011-09-30TaxPeriodEndDate

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Business Name Line1Massachusetts Eye and Ear InfirmaryBusinessNameLine1

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Address Line1243 Charles StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02114ZIPCode
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Return Type990ReturnType
Tax Period Begin Date2010-10-01TaxPeriodBeginDate

Filer Filer

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EIN042103591EIN

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NameCarolAnn WilliamsName
TitleVice President Finance/CFOTitle
Phone6715733012Phone
Date Signed2012-08-07DateSigned

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Web Sitewww.masseyeandear.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1827YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionThe Massachusetts Eye and Ear Infirmary ("Infirmary") is a not-for-profit teaching hospital conducting patient care and research.ActivityOrMissionDescription
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Total Liabilities EOY214774227TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY42538578NetAssetsOrFundBalancesBOY
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Mission DescriptionThe Massachusetts Eye and Ear Infirmary ("Infirmary") is a not-for-profit teaching hospital conducting patient care and research. The Infirmary is a teaching hospital of Harvard Medical School and an international center for research. It has the most competitive program in the country for eye, ear nose and throat residency training and the world's largest ophthalmic fellowship program.MissionDescription
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Expense102506755Expense
Grants1566058Grants
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DescriptionPatient careMassachusetts Eye and Ear Infirmary ranks in the top five hospitals in the nation for both of its specialties in the 2011 U.S. News & World Report magazine's "America's Best Hospitals" survey. Mass. Eye and Ear ranked number four in Ophthalmology and number two in ENT (Ear, Nose and Throat). Both rankings have held steady for the past two years.Ocular Genomics Institute LaunchedIn September we launched another exciting initiative that will bring personalized medicine to Mass. Eye and Ear and enable highly targeted care based on a patient's unique genetic profile. The Ocular Genomics Institute at Mass. Eye and Ear will serve as a worldwide center of excellence for advancing studies in genomic research and gene therapy. Using modern genomic techniques and powerful computing technologies our vision is to capture the genetic variation that contributes to disease in our patient population and use this information to improve patient care for every disease that we treat. Our strategy is threefold:1. Develop a biorepository of donor DNA & tissue samples.2. Integrate research data with patients' electronic medical records. 3. Expand/upgrade equipment and sequencing technologyIf we meet our fundraising goals, it is conceivable that within 10 years - we will have the genome sequence for all of the nearly 195,000 patients we treat annually embedded into their electronic medical records.Leading this effort is Dr. Eric Pierce who joined the department in September as Director of the Ocular Genomics Institute, Associate Director of the Berman Gund Laboratory for the Study of Retinal Degenerations, and Associate Director of the ERG Service. Dr. Pierce is a preeminent clinician scientist in the area of retinal degenerations; his groundbreaking research using next generation DNA sequencing and gene therapy methods has led to new ways to address retinal degenerations. Joining his team are several full-time research staff as well as several postdocs and administrative staff. He will be working closely with Berman Gund Lab director, Dr. Eliot L. Berson, as well as Dr. Janey Wiggs who directs the Genetic Diagnostics section of the Institute. New Equipment - ClinicalRenovated Ophthalmic Plastic Surgery suite, with substantially new equipmentRenovated Neuro-Ophthalmology suite, with all new equipmentEquipped part of Laser Suite to improve suitability for injectionsThree TopCon retinal cameras in Retina/Fluorescein ImagingFemtosecond laser (FS200) from Alcon: a state-of-the-art, 200 hertz laser used for laser assisted corneal transplants and LASIK flap creation. Spectra Integrated Laser System for the Laser CenterDynavision D2 system for the Vision Rehabilitation ServiceLenstar IOL Master for Comprehensive Ophthalmology ServiceAutorefractor/Keratometer for MEEIs Stoneham OfficeOptomap fa: The first non-contact wide-field angiography system, capturing more than 80 percent of the retina in a single view. Dynamic, ultra wide-field, ultra high definition color, red-free and fluorescein angiography that enables simultaneous evaluation of the peripheral and central retina.NEW SERVICES/RENOVATIONSConstruction of the hospital's new 6th floor surgical area is now complete. The new Center provides an improved and expanded waiting area for ambulatory patients, newer and larger patient changing areas, five state-of-the-art operating rooms, recovery rooms and designated locker areas for surgery area staff members. The new area allows for surgery and recovery on the same floor, increased efficiency and a better experience for both patients and staff members. Mass. Eye and Ear opened its new Ophthalmic Plastic Surgery Suite on the 10th floor. The new suite is the first phase of a multi-stage, year-long renovation of the first floor clinical space that will expand capacity and comfort for patients in Comprehensive/Cataracts, Cornea, Refractive Surgery, Glaucoma and Uveitis Services. Mass. Eye and Ear broke ground on its new ambulatory surgical center in the Longwood Medical Area on Huntington Ave with a target date of late 2012. The new complex will house outpatient clinics and surgical facilities, and garage parking, and is designed to keep pace with an increased demand for ophthalmology services, ease overcrowding on the main Charles St. Campus, and make services more patient-accessible. A state-of-the-art renovation and expansion of the ninth floor neuro-ophthalmology suite was completed at the end of September. Glaucoma faculty are now situated in their new office suite on the 8th floor, while the associate relocation of cornea, uveitis and retinal faculty nears completion.Pending the finalization of expansion plans for new Mass. Eye and Ear research facilities, the laboratories of Richard Masland, PhD, Tatjana Jakobs, MD, and Douglas Rhee, MD have been relocated to the Schepens campus in order to accommodate the newly established Eric Pierce laboratory and Ocular Genomics Institute. Eliot L. Berson, MD, Director of the Berman Gund Laboratory for the Study of Retinal Degenerations is also making accommodations for the new Pierce laboratory and its recruits. The Sinus Center opened on the 9th floor, MEEIThe Lynch Laser Center opened on the 9th floor, MEEIMEEI/Concord office is under constructionThe MEEI Balance Center opened at Braintree Rehabilitation HospitalThe Anesthesiology department launched a new website www.meeanesthesia.org that anyone can access that includes our current NPO and Preoperative Testing (please note we have separate Preoperative Testing guidelines for Eye and ENT surgery). This information is now also available on The Source/Policy Library/Anesthesia Documents.Our department has purchased an ultrasound machine to assist with difficult intravenous access and central venous access.New services/renovations:We have added a Northeastern University SRNA anesthesia rotation, with SRNA's rotating over a two-month period.New Equipment and Technology - RadiologySuccessful implementation of a Ceretom-Oto CT scanning system at our new Quincy satellite in September 2011 (scanning will begin as soon as Mass. DPH Occupancy approval is received)A trial of an intra-operative Ceretom Otoscan CT system is still ongoing in the operating room. This trial is expected to be completed by the end of December 2011Statistical Report Fiscal Year 2011 Inpatient Hospital 41 Beds Discharges-Eye Discharges-279 ENT Discharges-1,196 Total-1,475 Patient Days-5619 Average Length of Stay-3.81Surgical Procedures Inpatient Surgery: Eye-Cases-223ENT-Cases-962Total-1,185 Ambulatory Surgery: Eye Cases-12,834 ENT Cases-7,046 Total-19,880 Total Surgical Procedures-21,065 Ambulatory Surgical Cases Utilizing Observation Service-2,702 Outpatient Department Ophthalmology: Comprehensive Ophthalmology-39,660 Glaucoma-26,316 Cornea-18,481 Retina-27,652 Immunology-3,610 Neuro-Ophthalmology-8,936 Pediatric Ophthalmology and Strabismus-1Eye Plastic-6,553 Electroretinography-5,387 Vision Rehabilitation-2,023 Contact Lens-3,305 Total-141,924Otolaryngology: Infirmary-87,347 Total-87,347Total Outpatient Visits-277,512 Emergency Room-Total Visits-19,297 Special Services Audiology Department: Outpatient Visits-29,025 Hearing Aid Center-140 Evoked Response-1,134 Newborn Audiology Screenings-3,741 Radiology Department: Conventional Exams-3,182 CT Scan-8,964 MRI-3,866 Laboratories: Bacteriology (Cultures)-25,800 Clinical Lab (Procedures)-76,681 ENT Pathology (Specimens)-21,726 Eye Pathology (Specimens)-4,687 Frozen Section Laboratory-3,381 Electrocardiograms-4,653 Fluorescein Angiography-11,634 Occupational Therapy-3,555 Optical Shop-4,174 Ultrasonography-12,246 Vestibular Laboratory-5,599 Voice and Speech Laboratory-6,377 Hyperbaric Oxygen Treatments (units)-5,419 Hyperbaric Oxygen Treatments (sessions-count patients)-1,084Description

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DescriptionResearch - Mass. Eye and Ear Awarded Largest Grant in its historyIn September, Mass. Eye and Ear received its largest NIH grant in the hospital's 187-year history, marking another significant Department milestone. The $11 million grant from the National Institute of Allergy and Infectious Disease will fund the Harvard-wide Project on Antibiotic Resistance. The goal of the project, led by principal investigator Michael S. Gilmore, PhD is to develop between five and ten promising and tested new compounds for fighting multidrug resistant infections caused by staph and other related bacteria. Since 2005, drug resistant Staphylococcus aureus has killed more people in the US than HIV/AIDS, and is now a leading health concern. Infections from multidrug-resistant bacteria are leading complications of surgeries, including cataract extractions and knee replacements. Dr. Gilmore is the Sir William Osler Professor of Ophthalmology at HMS and a member of the Howe Laboratory of Ophthalmology at Mass. Eye and Ear. He has recruited a team of investigators from across Harvard University, the Broad Institute and industry. NEW EQUIPMENT/TECHNOLOGY-ResearchAn Illumina HiSeq 2000 (HiSeq) sequencer and an associated Dell computer cluster with 6 processing units, 24 cores and 120 TB of drive space. To support the new Ocular Genomics Institute. State-of-the-art Core Services Facility with a Lancer 1300 LX Glassware Washer that meets the high standards of laboratory glassware decontamination required for DNA sequencing as well as a Getinge, high capacity autoclave and Scotsman ice machine. To support the Ocular Genomic Institute and the Howe and Berman-Gund Laboratory.Zeiss microscope, Angiogenesis LaboratoryTwo thermal cyclers, Angiogenesis LaboratoryRodent ERG, Angiogenesis LaboratoryNitrogen laser, Angiogenesis LaboratoryRESEARCH SUCCESSES-Howe LaboratoryIdentified the very early changes in optic nerve astrocytes that follow rises in intraocular pressure. Developed sophisticated methods for imaging and classifying retinal ganglion cell dendritic arbors.Described a new mechanism by which bacteria become resistant to the last line antibiotic daptomycin.Demonstrated that a new drug, developed under the Harvard-wide Antibiotic Resistance Program, is effective against staph isolates from ocular infection. This program is being funded with an $11 million grant from the National Institute of Allergy and Infectious Disease.Showed that a specific component of the cell wall of staph is important for its ability to cause intraocular infection (endophthalmitis), and that is the component targeted by the new drug.Cornea-Determined the effect of anti-VEGF strategies, including topical application, in prevention of corneal transplant rejection.Determined the function of a novel immunoregulatory molecule, PD-L1, in the cornea and its role in regulating corneal angiogenesis.Successfully developed and tested the use of gene therapy approaches for prevention of corneal endothelial cell death in tissue storage and transplantation.Determined the novel function of a pseudokinase, Flt-1, in regulating corneal angiogenesis.Determined the function of IL-17, implicated in autoimmune disease, in regulating the growth of lymphatic vesselsa finding that provides novel insight into how IL-17 can promote induction of autoimmunity to tissue antigens.Completed a single center prospective randomized double-masked clinical trial demonstrating the efficacy of topical IL-1 blockade in reversing the signs and symptoms associated with dry eye disease, the most common ophthalmological condition.Completed a large clinical study evaluating the utility of several signs and symptoms of dry eye disease in prognosticating response to therapy. Initiated a new clinical study evaluating the efficacy of topical combined anti-PDGF and anti-VEGF therapy in corneal angiogenesis.Identified a novel adenovirus associated with epidemic keratoconjunctivitis, and demonstrated its evolutionary origins.Developed a new genomics and bioinfomatics based algorithm for typing new adenoviruses.Retina-Participated in a phase I clinical trial of an anti-complement factor D antibody for treatment of geographic atrophy (advanced form of dry AMD).Demonstrated that the vitamin D pathway may play a role in pathogenesis of macular degeneration based on epidemiologic, biochemical and genetic evidence. Glaucoma-Estimated and partitioned genetic variation for height, body mass index (BMI), von Willebrand factor and QT interval (QTi) using a high density collection of genotypes on 11,586 study participants. Estimated that approximately 45%, ~17%, ~25% and ~21% of the variance in height, BMI, von Willebrand factor and QTi, respectively can be explained by common polymorphic variants located throughout the genome. This approach holds promise to inform the genetic architecture of other other highly heritable and complex traits such as cup disc ratio. Developed a multivariable model using a health care relational database to demonstrate a positive relation between latitude and the risk of exfoliation syndrome (the leading cause of secondary open angle glaucoma worldwide) in the continental U.S. Analysis of climatic factors indicate that ambient temperature and sun exposure may be important triggers of this condition.Utilized data from the Nurses Health Study to demonstrate that oral contraceptive use was associated with an increased risk of primary open angle glaucoma (POAG). Findings also revealed that NOS3 (codes for nitric oxide synthase 3, an enzyme responsible for forming nitric oxde, interacts with age at menarch and parity in POAG. These data demonstrate that attributes during the reproductive years could be responsible for POAG, a disease that afflicts the middle-aged and the elderly.Abnormal retinal vascular autoregulation may contribute to recurrent disc hemorrhages in POAG, an important marker for disease progression. This study demonstrates that topical brimonidine use corrected abnormal retinal vascular autoregulation in 6 of 6 normal tension glaucoma patients. These findings are in step with the recently published Low Tension Glaucoma Study, which showed that brimonidine use was superior to timolol in preserving visual field in normal tension glaucoma patients.Otolaryngology-Research successes-Albert Edge, PhD and his group published a paper in the Journal of Neuroscience describing an important molecular signaling pathway that drives inner ear stem cells towards a neuronal fate. This discovery is an important step in the ongoing work to device cell-based therapies to rebuild a damaged inner ear.M. Charles Liberman, PhD, and Rindy Northrop, MS, published a study of temporal bone histopathology showing that selective inner hair cell loss is remarkably common in premature infants. This type of damage should cause a type of deafness called auditory neuropathy which is also more prevalent among premature infants. Dan Polley, PhD, and colleagues published a study in Nature Neuroscience characterizing the development and plasticity of the neural connection between cortex and thalamus in the days following the onset of hearing. This study was the first to isolate a purely cortical contribution to auditory experience-dependent plasticity. Christopher Shera, PhD, and his colleagues published a paper in the Proceedings of the National Academy of Sciences in which they use precise measurements of otoacoustic emissions to non-invasively measure the sharpness of the auditory filters in the normal human ear, thereby settling a decades-old debate as to the similarity of the human ear to other well-studied animal models.The Audiology Department is participating in several new clinical trials: (1) NIH clinical trial of Avastin for NF2 w/MGH Oncology and Johns Hopkins; (2) Hearing effects of proton beam with MGH Proton beam; (3) Hearing effects of radiation in pediatric patients with medulloblastoma with MGH pediatric oncology. Research successes: AnesthesiologyNew clinical trial-A pilot study to identify pre- and peri-operative risk factors for airway complications following adenotonsillectomy for treatment of severe pediatric OSA& Courtney A. Hill a, Andrea Litvak b, Craig Canapari c, Brian Cummings c, Corey Collins d, Donald G. Keamy a, Timothy G. Ferris e, Christopher J. Hartnick a,* a Department of Otology and Laryngology, Harvard Medical School, United States. Dexamethasone and the post-tonsillectomy bleeding: a randomized controlled multicenter trial.(study in progress) (Dr. Corey Collins)-IRB Approved studies include: (Dr. Corey Collins)a.Retrospective review of anesthesia management of children with 13q deletion syndrome (in progress) b.The use of succinylcholine in pediatric open globe injuries and its possible impact on ophthalmic outcomes at the Massachusetts Eye and Ear Infirmary. (in progress)Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense3407694Expense
DescriptionEducation - New Communications - Ophthalmology1.We released two important department communications. The first, Frontiers in Ophthalmology, is a 180-page, comprehensive report that showcases five years of dynamic Department growth in the field of vision science, education and patient care, and how the efforts of our faculty have-and continue to-influence the pace and progress of ophthalmology worldwide. The report highlights the growing collaborations amongst our HMS affiliates and across the global ophthalmic community, and details the initiatives we are pursuing today to ramp up our efforts to fight blinding diseases on a more robust scale. The Department's key foundation partners, alumni and generous friends are also highlighted in the report. Copies of the report were distributed to all of our HMS faculty and leadership, as well as some 2,000 opinion makers and ophthalmology leaders in the US and around the globe. The report can also be viewed on-line at www.MassEyeAndEar.org/specialties/ophthalmology.2.Another key communication just released is our 201l Mass. Eye and Ear Quality and Outcomes Report. The annual report documents key clinical and surgical outcomes data for Mass. Eye and Ear's highly specialized ophthalmic care and surgery. As a preeminent provider of ophthalmic care our goal with our Quality Outcomes program-and this publication-is to drive quality improvement by fostering transparency and accountability across the industry. In some instances, we openly compare ourselves to the few established national benchmarks in our specialties; but in many more instances we are creating the benchmarks by collecting and publishing results. Our quality team has also focused on improvements to service, patient safety, effective treatments and cost efficiencies in order to deliver the best patient care possible. Besides improving care, the report also helps strengthen the Mass. Eye and Ear brand by raising awareness among patients, industry and supporters about the Department's ongoing and significant contributions to the field. Educational Highlights-Ophthalmology-This year we launched a reinvigorated Annual Meeting and Alumni Reunion weekend with a dynamic new and integrated format that combined scientific exchange with networking events and social activities for faculty, alumni and newly graduated residents and fellows. The event drew a record 240 attendees, including 90 alumni, and featured inspiring lectures from representatives of ten quinquennial classes. Besides its intrinsic educational value, the event was also designed to raise the visibility of the Department by bringing alumni up to speed on our initiatives and programs, and to keep us top of mind for spreading the word and increasing support. Joseph F. Rizzo III, MD was Director of the Alumni Meeting for HMS Department of Ophthalmology, and Co-Chair of the Annual Meeting with Joan W. Miller, MD.Launched in December, 2010, our Alumni Giving Society @ Mass. Eye and Ear supports the Department's mission of education, and the critical investigative work of our students and faculty. This spring, Mass. Eye and Ear and Children's Hospital Boston faculty were joined by colleagues from Shanghai Eye and ENT Hospital of Fudan University for a Grand Rounds videoconference. Upgraded audio and visual equipment in Meltzer Auditorium provided a three-way, high tech link. The Department continues to explore an academic and research partnership with colleagues from Shanghai Eye and ENT Hospital. Following an international outreach visit to Shanghai by several HMS faculty in December, 2010, the Department reciprocated in May when it welcomed to Boston a five-member ophthalmology team from Shanghai for an eight week visit. The goal was to give team members first-hand exposure to a full range of learning opportunities, including general ophthalmology and subspecialty training practices, and to learn about the Department's residency training program. The Shanghai team attended educational programs and lectures, and met with investigators to explore potential research collaborations. For the second year in a row, we held another highly successful Mass. Eye and Ear Intensive Vitreoretinal Course (July 22-23), a unique and comprehensive workshop covering the theory and practice of vitreoretinal surgery. Free of charge to participants, the course is designed exclusively for first-year vitreoretinal fellows to prepare them for the OR experience of the clinical fellowship. This years event was expanded from one to two days and filled to capacity with 60 fellows from around the country. Once again, the event drew a distinguished cadre of eminent faculty from various institutions worldwide. Course Directors are: Vice Chair for Medical Education, John Loewenstein, MD, Dean Eliott, MD, Associate Director of the Retina Service, and Demetrios Vavvas, MD, PhD. Now in its seventh year, the Annual Harvard Intensive Cataract Surgical Training Course is the premier cataract surgery training course for ophthalmology residents in the United States. Once again, the course proved extremely popular, attracting 125 residents and 45 faculty from across the country. The course is co-directed by (course founder) Bonnie An Henderson, MD, Sherleen Chen, MD, and Roberto Pineda II, MD. Otolaryngology Education-CME Courses for 2011March 25-26-Update on Tracheo-Esophageal Voice Restoration and Laryngectomy Care - directed by Daniel Deschler and Glenn Bunting. May 19-20-Laryngology Disorders Update - directed by Ramon Franco and Phillip Song. May 21-22-Update in Pediatric Airway, Voice and Swallowing - directed by Christopher Hartnick,October 29-30-Surgery of the Thyroid and Parathyroid Glands - directed by Gregory Randolph Guest Speakers-2011-February 10-Albert Merati, MD, Associate Professor & Chief, Laryngology, U of Washington, St. Louis-"Everything I still do not know about reflux". April 21-Lawrence Epstein, MD, Medical Director, Sleep Health Centers, Boston "Sleep deprivation and obstructive sleep apnea". June 2-Jeff Myers, MD, Professor, H&N Surgery, U Texas, MD Anderson Cancer Ctr. "Oral cavity cancer". June 24-Robert Sofferman, MD, Professor of Surgery, University of Vermont-"The Pursuit of Excellence" September 22-QHP Lecture, Stancel Riley, MD, Executive Director, Board of Registration in Medicine "Quality vs. quantity, postop prescribing of opioids: How much is enough?"Dept. of Anesthesiology-Educational highlights: Dr. Corey Collins-Developed and implemented an Objective Skills Assessment Test for Resident rotating through OR re: myringotomy tube and tonsillectomy anesthesia. Publications, lectures, courses-Collins CE. Anesthesia for pediatric airway surgery: recommendations and review from a pediatric referral center. Anesthesiol Clin. 2010 Sep;28(3):505-17. Epub 2010 Aug 19. Review. Dr. Corey Collins: Poster Presentation: Measured etCO2 during spontaneously ventilating children during tubeless anesthesia for laryngeal papilloma surgery. Postgraduate Assembly, New York, December 2010. Dr. Corey Collins: Chapter published: Moderate and Deep Sedation in Clinical Practice, ed. Richard D. Urman and Alan D. Kaye. Published by Cambridge University Press. # Cambridge University Press 2012.Very soon the 2nd edition of Longnecker's Anesthesiology will be released. Dr. Bil Ragan was asked to contribute the ENT Anesthesia chapter. It has been rewritten, approved and will be published.Description
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FieldValueIRS element (for citing)
Address Line1243 Charles StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02114ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (35 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Wycliffe Grousbeck
Chair4.00X000
Jonathan Kutchins
Director2.00X000
David W Scudder
Secretary2.00X000
Richard Aldrich
Director2.00X000
William H Darling
Treasurer4.00X000
CarolAnn Williams
Vice President Finance/CFO60.00X000X
John R Fernandez See
President and CEO Sch.O60.00X676403052651X
Samuel C Fleming
Director2.00X000
Joseph W Haley Esq
Director2.00X000
Joan MillerMD-see SchO
Chief of Ophthalmology60.00X068751041524
Joseph B Nadol JrMD See Sch O
Chief of Otolaryngology60.00X075268241388
Herbert W Pollack
Director2.00X000
Annette Nova
Director2.00X000
Frederick G P Thorne
Director2.00X000
Harvey Freishtat
Director2.00X000
Jonathan Uhrig
Director2.00X000
William Roman
Director2.00X000
Diane E Kaneb
Director2.00X000
Peter J Chinetti See
VP Finance Sch.O60.00319270039591X
Susan Williams
General Counsel50.00252599015812X
Jean EMacQuiddy
VP Otolaryngology50.00241516025805X
Javier Balloffet
VP Ophthalmology50.00244342030813X
Robert M Biggio
VP Facilities50.00242909027112X
Kenneth Holmes
CFO MEEA60.00249486031500X
Christine Regan
VP Human Resources50.00202916015857X
Michael J Collins
VP Research50.00219106025519X
Alec Cheloff
VP Information Systems50.00234115032578X
Pike Jeffrey
VP Surgical Services40.00237947014316X
Gayle Fishman
EVP Quality Care and CNO60.0025198906983X
Jennifer Street
VP Communications40.00236837032740X
Melissa Paul
VP Development40.00212918035814X
Souza Michael
VP Network Development40.0026844908526X
Rosaida Shkliew
Registered Nurse40.00166728014379X
Glenn Bunting
Voice&Speech Clinical Director40.00170260028989X
Carol Covell
Former282763011402X
FieldValueIRS element (for citing)
Total Reportable Comp From Org4710553TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1440192TotalReportableCompFrmRltdOrgs
Total Other Compensation533299TotalOtherCompensation
Number Individuals GT100 K137NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
AMN Healthcare
2735 Collection Ctr DrChicagoIL60693Traveling Nurses681966
Allen & Gerritsen
311 Arsenal StreetWatertownMA02472Consultants360000
C & G Associates
7 Chuck DriveDracutMA01826General Contractor315058
Eckert Wordell
161 East Michigan AvenueKalamazooMI49007Architects297538
Shepley Bulfinch Richardson & Abbott
40 Broad StreetBostonMA02109Architects285330
FieldValueIRS element (for citing)
Number Of Contractors GT100 K16NumberOfContractorsGT100K
Related Organizations9994038RelatedOrganizations
Government Grants17881800GovernmentGrants
All Other Contributions9541422AllOtherContributions
Total Contributions37417260TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Inpatient and outpatie900099115398239115398239
Direct from MEEA, an a6211102273356822733568
Miscellaneous90009973181267318126
Research overhead reco90009967412326741232
Cafeteria/Food Service72221015408861540886
FieldValueIRS element (for citing)
Total Program Service Revenue153732051TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column110035TotalRevenueColumn
Related Or Exempt Function Income110035RelatedOrExemptFunctionIncome

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column11203747TotalRevenueColumn
Related Or Exempt Function Income11203747RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1076100Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1076100Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1076100TotalRevenueColumn
Related Or Exempt Function Income1076100RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionSubpart F IncomeDescription
Business Code524292BusinessCode
Total Revenue Column1457363TotalRevenueColumn
Related Or Exempt Function Income1457363RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue1457363TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column204996556TotalRevenueColumn
Related Or Exempt Function Income167579296RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total6579691Total
Program Services6579691ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total33451Total
Program Services33451ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3456452Total
Program Services511523ProgramServices
Management And General2944929ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total69030258Total
Program Services50660440ProgramServices
Management And General17732240ManagementAndGeneral
Fundraising637578Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total757524Total
Program Services533340ProgramServices
Management And General219618ManagementAndGeneral
Fundraising4566Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total14392360Total
Program Services10133041ProgramServices
Management And General4172564ManagementAndGeneral
Fundraising86755Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total3935802Total
Program Services2771029ProgramServices
Management And General1141049ManagementAndGeneral
Fundraising23724Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1050193Total
Management And General1050193ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total368322Total
Program Services82400ProgramServices
Management And General285922ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total103772Total
Management And General103772ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total195441Total
Fundraising195441Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1180480Total
Program Services792744ProgramServices
Management And General294726ManagementAndGeneral
Fundraising93010Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total918411Total
Program Services58951ProgramServices
Management And General859460ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1670952Total
Program Services1007319ProgramServices
Management And General587926ManagementAndGeneral
Fundraising75707Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2227337Total
Management And General2227337ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total5868976Total
Program Services754806ProgramServices
Management And General5114170ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total894928Total
Program Services691054ProgramServices
Management And General192636ManagementAndGeneral
Fundraising11238Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total2032057Total
Program Services1180361ProgramServices
Management And General851696ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total14244244Total
Program Services8274114ProgramServices
Management And General5970130ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1240556Total
Program Services14439ProgramServices
Management And General1226117ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Medical Supplies251352832505224083043
Direct Support Services22733568159058456827723
Pension and postretirem1021396410213964
Miscellaneous66911972627725401307850394
Physicians Administrati43603154360315

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total12973017Total
Program Services8463499ProgramServices
Management And General4475804ManagementAndGeneral
Fundraising33714Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total212288551Total
Program Services140488327ProgramServices
Management And General70588097ManagementAndGeneral
Fundraising1212127Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1801366BOY
EOY765636EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY20800581BOY
EOY23704890EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY40766BOY
EOY30000EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY1814239BOY
EOY2554277EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2850382BOY
EOY3557013EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis317833749LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec203029535LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY102532307BOY
EOY114804214EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY124916052BOY
EOY102660935EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY254755693BOY
EOY248076965EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY54022603BOY
EOY62773223EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY55826537BOY
EOY52857085EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY92173832BOY
EOY89368557EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY10194143BOY
EOY9775362EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY212217115BOY
EOY214774227EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY42538578BOY
EOY33302738EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY42538578BOY
EOY33302738EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY254755693BOY
EOY248076965EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-7291995ReconcilationRevenueExpenses
Reconcilation Other Changes-1943845ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members1MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$103,772DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB103772TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierExplanation of Other Lobbying Activities:Identifier
Return ReferencePart II-B, Line 1i:ReturnReference
ExplanationDuring Fiscal Year 2011, Infirmary paid a consultant to assist the Infirmary with developing meetings with the members of the Massachusetts Legislature and Executive Branch for purposes of discussion around state healthcare payment reform, assist in preparing testimony for presentation before all relevant committees of the Massachusetts General Court; develop legislative strategies; serve as liaison to government agencies as necessary and monitor and report on government programs relative to healthcare financing, including state appropriations and grants.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance60472244BeginningOfYearBalance
Contributions28640100Contributions
Investment Earnings Or Losses1622561InvestmentEarningsOrLosses
Other Expenditures4005052OtherExpenditures
Administrative Expenses1330581AdministrativeExpenses
End Of Year Balance85399272EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance60355993BeginningOfYearBalance
Contributions736023Contributions
Investment Earnings Or Losses4138384InvestmentEarningsOrLosses
Other Expenditures-3579845OtherExpenditures
Administrative Expenses1178311AdministrativeExpenses
End Of Year Balance60472244EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance60792309BeginningOfYearBalance
Contributions993556Contributions
Investment Earnings Or Losses3611396InvestmentEarningsOrLosses
Other Expenditures-3713026OtherExpenditures
Administrative Expenses-1328242AdministrativeExpenses
End Of Year Balance60355993EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.09740BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.90260PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis535324OtherCostOrOtherBasis
Book Value535324BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis157456302OtherCostOrOtherBasis
Depreciation92367438Depreciation
Book Value65088864BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis599406OtherCostOrOtherBasis
Depreciation581943Depreciation
Book Value17463BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis145613713OtherCostOrOtherBasis
Depreciation110035381Depreciation
Book Value35578332BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis13629004OtherCostOrOtherBasis
Depreciation44773Depreciation
Book Value13584231BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings114804214TotalOfBookValueLandBuildings

Other Assets OtherAssets (9 entries)

DescriptionDescriptionBook ValueBookValue
Due from Affiliates16828126
Funds held for Research39799411
Construction Fund30683164
Debt Service Fund306837
Special Cash Reserves and Capital Reserves5031355
Debt Service Reserves Fund5247750
Deferred Financing Costs1718135
Capital Interest Fund2650694
Tax deferred plan assets395463
FieldValueIRS element (for citing)
Total Book Value Other Assets102660935TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
Due to affiliates$4,640,856
Estimate third-party settlements$3,667,990
Accumulated postretirement benefit obligation$54,408
Professional liability reserve$610,754
Asset retirement obligation$399,305
Tax deferred liablility plan$402,049
FieldValueIRS element (for citing)
Total Of Amounts9775362TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
Return ReferencePart III, Line 4:ReturnReference
ExplanationRare book collection The rare books collection consists mainly of several hundred books in each specialty of the eye and ear and books purchased later with funds from endowments set up by the people who donated the original collections.The rare books are available to the scientific, medical and academic community for purposes of research and education.Explanation

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Europe00Basic ResearchResearch15451
South Asia00Basic ResearchResearch18000
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent33451SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent33451TotalAmountSpent
No Recipient Over5 KXNoRecipientOver5K

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementAmount Of Non Cash AssistanceAmountOfNonCashAssistance
EuropeResearch support15451Check0
South AsiaResearch support18000Check0
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs2TotalNumberOf501c3Orgs
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants Outside the U.S.:Identifier
ExplanationSchedule F, Part I, Line 2: MASSACHUSETTS EYE AND EAR INFIRMARY SUBRECIPIENT MONITORING POLICY AND PROCEDURES Part I. Subawards are issued through a consortium agreement between the Massachusetts Eye and Ear Informary ("MEEI") and the recepient institution. The agreement specifies the terms of the subaward, and includes a detailed budget and scope of work to be performed by the recepient institution. Awarded funds are encumbered by a purchase order that is assigned to a unique fund number. Payments to recepient institutions made against the purchase order are recorded in the MEEI accounting system so that individual payments and purchase order balances can be monitored. Disbursement of funds for subawards require the written approval of the Principal Investigator("PI"). Frequent progress reports and other forms of communication are required bewteen the PI and the sub recepient institute to ensure that the scope of work is progressing at a satisfactory pace. ( Part I, Line 2) Part I. MEEI uses the accrual accounting method ( Part I, line 3 column(f) ) Part II. MEEI uses the accrual accounting method ( Part II, line 1)Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
Pursuant
5151 Belt Line Road 900DallasTX75254Annual Fund000147206
Brakeley Briscoe
85 Camp AvenueStamfordCT06907Capital Campaign00048235
FieldValueIRS element (for citing)
Total Net To Organization195441TotalNetToOrganization
Licensed StatesMALicensedStates
Licensed StatesNYLicensedStates
Licensed StatesMELicensedStates

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierExplanation of Fundraising PaymentsIdentifier
Return ReferenceSchedule G, Part I, Line 2b, Column (v)ReturnReference
ExplanationWe work with a company called Pursuant that helps us execute our mail program. They do consulting as well. Basically they draft letters and work with a mail house and send emails to patients on our behalf. Brakeley Briscoe is used for consulting for the capital campaign.Explanation

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
FPG Reference Free Care1FPGReferenceFreeCare

Other Percentage OtherPercentage

FieldValueIRS element (for citing)
OtherXOther
Free Other Percentage400.000000000000FreeOtherPercentage
FieldValueIRS element (for citing)
FPG Reference Discounted Care1FPGReferenceDiscountedCare
Pcent400XPcent400
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget1ExpensesExceededBudget
Unable To Provide Care0UnableToProvideCare
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense2025718TotalCommunityBenefitExpense
Net Community Benefit Expense2025718NetCommunityBenefitExpense
Percent Of Total Expense0.00950PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense10338858TotalCommunityBenefitExpense
Direct Offsetting Revenue9640524DirectOffsettingRevenue
Net Community Benefit Expense698334NetCommunityBenefitExpense
Percent Of Total Expense0.00330PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense12364576TotalCommunityBenefitExpense
Direct Offsetting Revenue9640524DirectOffsettingRevenue
Net Community Benefit Expense2724052NetCommunityBenefitExpense
Percent Of Total Expense0.01280PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Number Of Activities Or Programs6NumberOfActivitiesOrPrograms
Persons Served9354PersonsServed
Total Community Benefit Expense368384TotalCommunityBenefitExpense
Net Community Benefit Expense368384NetCommunityBenefitExpense
Percent Of Total Expense0.00170PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense5899592TotalCommunityBenefitExpense
Direct Offsetting Revenue1223579DirectOffsettingRevenue
Net Community Benefit Expense4676013NetCommunityBenefitExpense
Percent Of Total Expense0.02200PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense488171TotalCommunityBenefitExpense
Net Community Benefit Expense488171NetCommunityBenefitExpense
Percent Of Total Expense0.00230PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense33974987TotalCommunityBenefitExpense
Net Community Benefit Expense33974987NetCommunityBenefitExpense
Percent Of Total Expense0.16000PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Number Of Activities Or Programs9NumberOfActivitiesOrPrograms
Persons Served1205PersonsServed
Total Community Benefit Expense52549TotalCommunityBenefitExpense
Net Community Benefit Expense52549NetCommunityBenefitExpense
Percent Of Total Expense0.00020PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs15NumberOfActivitiesOrPrograms
Persons Served10559PersonsServed
Total Community Benefit Expense40783683TotalCommunityBenefitExpense
Direct Offsetting Revenue1223579DirectOffsettingRevenue
Net Community Benefit Expense39560104NetCommunityBenefitExpense
Percent Of Total Expense0.18620PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Number Of Activities Or Programs15NumberOfActivitiesOrPrograms
Persons Served10559PersonsServed
Total Community Benefit Expense53148259TotalCommunityBenefitExpense
Direct Offsetting Revenue10864103DirectOffsettingRevenue
Net Community Benefit Expense42284156NetCommunityBenefitExpense
Percent Of Total Expense0.19900PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

FieldValueIRS element (for citing)
Number Of Activities Or Programs10NumberOfActivitiesOrPrograms
Persons Served75779PersonsServed
Total Community Building Expense69114TotalCommunityBuildingExpense
Net Community Building Expense69114NetCommunityBuildingExpense
Percent Of Total Expense0.00030PercentOfTotalExpense

Total Total

FieldValueIRS element (for citing)
Number Of Activities Or Programs10NumberOfActivitiesOrPrograms
Persons Served75779PersonsServed
Total Community Building Expense69114TotalCommunityBuildingExpense
Net Community Building Expense69114NetCommunityBuildingExpense
Percent Of Total Expense0.00030PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported1BadDebtExpenseReported
Bad Debt Expense$2,689,612BadDebtExpenseAmount
Amount Attributable To27883AmountAttributableTo
Amount Reimbursed By Medicare29742408AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare31207035CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-1464627MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost Accounting SystemXCostAccountingSystem
FieldValueIRS element (for citing)
Written Debt Collection Policy1WrittenDebtCollectionPolicy
Provision For Charity Care1ProvisionForCharityCare
Number Of Hospital Facilities1NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

FieldValueIRS element (for citing)
Facility Number1FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1Massachusetts Eye and Ear InfirmaryBusinessNameLine1

Address Address

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Massachusetts Eye and Ear Stoneham
One Montvale AvenueStonehamMA02180Licensed outpatient location
Mass Eye and Ear East Bridgewater
400 N Bedford StreetE BridgewaterMA02333Licensed outpatient location
Mass Eye and Ear Balance & Vestibular
250 Pond StreetBraintreeMA02184Licensed outpatient location

Form990 Schedule H Part VI Form990ScheduleHPartVI (16 entries)

ExplanationExplanationIdentifierIdentifierReturn ReferenceReturnReference
Part II: Mass. Eye and Ear provided Community Building health improvement advocacy by providing educational opportunities and support, including hosted support groups, focusing on health conditions in our specialties to patients and the public. Please see page 16 of our community benefits plan, posted on www.MassEyeAndEar.org, for details.
Part III, Line 4: Bad debt reporting methodology: bad debts are written off at gross charges. For uninsured claims (self pay), bad debts are discounted to cost using the hospital cost accounting system. AR written off to bad debt that is related to co-pays, deductibles and coinsurance is already at cost, since it is deducted from the insurance-allowed amount.
Part III, Line 8: The shortfall reported in Part III line 7 should be considered a community benefit, because reimbursement from Medicare does not cover the cost of treating patients. MEEI has a policy to treat all patients, regardless of payer. As a primarily outpatient facility, with only two specialties, MEEI can not benefit from relatively higher Medicare payments for some specialties, or higher inpatient Medicare reimbursement. Without compromising patient care, MEEI has limited means for reducing costs.Massachusetts Eye and Ear Infirmary Cost Accounting SystemMEEI uses a cost accounting system that is comprised of a step-down methodology for allocating hospital overhead that is similar to that used for the Medicare Cost Report. All indirect costs are allocated to patient care cost centers, teaching and research. Fully loaded patient care costs are allocated to patients using billed units, and unit costs and allocation algorithms specific to each cost center.
Part III, Line 9b: Patients are notified on all billing statements of the availability of financial assistance and the contact information of the appropriate staff members who are available to assist in the process. The hospital policy incorporates specific billing practices relating to patients who are eligible for financial assistance.
Part V, Section B, Line 19d: Charges for patients who qualify for Financial Assistance are based on the average reimbursement of the Hospital's three largest payers.MASSACHUSETTS EYE AND EAR INFIRMARY
Part V, Section B, Line 21: Gross charges were billed to patients who did not apply or qualify for Financial Assistance.MASSACHUSETTS EYE AND EAR INFIRMARY
Part VI - #4 Community Information - continutedStep 4. Assessing unmet needs in our target communities and among our target populations Through several months of meetings and phone calls with other members of the Community Benefits Committee, other providers and staff within Mass. Eye and Ear, and with external partners at organizations serving the target populations and/or in the target communities, the CB Working Group developed an understanding of unmet needs that, as an institution, Mass. Eye and Ear is uniquely positioned to address because of its clinical services and expertise. Some of the identified needs, particularly those related to awareness and education, affect large numbers of people. Others affect smaller groups of people, either because pockets of people experience impeded access to services that are otherwise generally available or because a clinical condition is rare and the resources to address it are extremely limited. The assessment identified the following needs: To extend vision screening and hearing examinations and follow-up care to individuals who have no or very limited access to such services.For reconstructive surgical services for survivors of domestic violence who experienced physical injuries to the head and/or neck as a result of abuse. For education, screening and support for head and neck cancers.For education and support related to facial paralysis and conditions that affect smell and taste.For resources to improve access to care for members of the target communities who would benefit from Mass. Eye and Ear services but who are unable to get the care they need due to linguistic or financial issues, lack of transportation, or a lack of knowledge about their conditions and the services to address them. For financial support of community-based non-profits engaged in unique and high-quality work to address vision, hearing or other diseases/conditions of the head and neck in the target communities and/or among the target populations. Conclusion: The Community Benefits Committee concluded that the unmet needs identified during the assessment process were aligned with the capabilities of Mass. Eye and Ear and its community partners and should be used to formulate goals for Mass. Eye and Ear's community benefits plan.
Mass. Eye and Ear files an annual community benefits report with the Mass. Attorney General. When the reports are posted, they are available here: http://www.cbsys.ago.state.ma.us/cbpublic/public/browse_reports.aspx?section=0
Part VI - #5 - Promoting the health of the community - continuedVision Rehabilitation: In the area of vision rehabilitation education, Mass. Eye and Ear staff responded to a number of requests from organizations serving seniors:Milton Council on Aging: An expert from Mass. Eye and Ear's Vision Rehabilitation Department presented the Mass. Eye and Ear model of Vision Rehabilitation and answered questions from seniors about collaborative agencies and transportation.Winthrop Senior Center-A member of the Mass. Eye and Ear Vision Rehabilitation Department presented to seniors the Mass. Eye and Ear model of Vision Rehabilitation and its five areas of focus.Carleton Village: A member of the Mass. Eye and Ear Vision Rehabilitation Department discussed with seniors the five areas of focus in the hospital's model of vision rehabilitation, discussed reading rehabilitation, activities of daily living, patient safety, participation in the community and patient well being. Cohasset Low Vision Support Group: A member of the Mass. Eye and Ear Vision Rehabilitation Department discussed with visually impaired members the emotional issues of losing vision and presented the hospital's model of vision rehabilitation and five areas of focus. Health and Fitness Expo: Mass. Eye and Ear participated in the Health and Fitness Expo, providing information about vision, hearing or other conditions of the head and neck. This year, an ophthalmologist and otolaryngologist from the hospital answered questions from the public, providing answers to general and specific areas of interest. Information about Mass. Eye and Ear services was also provided. Support Group for Parents of Children with Hearing Loss: A member of the Mass. Eye and Ear Audiology Department conducts this support group for parents of children (birth through age 3) with hearing loss. The meeting is conducted in collaboration with the Museum of Science, Boston, which provides a free meeting space and free museum passes. The Mass. Eye and Ear Audiology Department paid parking fees for participants.C. Access to services/resourcesThis category describes Mass. Eye and Ear strategies to make services and resources available to individuals who might not otherwise be able to access them. Transportation for Needy Patients: Mass. Eye and Ear provides free taxi transportation for patients and families in emergency situations. Free Eyeglasses Program: Social work staff, patient financial counselors, and Optical Shop staff collaborate to provide free glasses to Mass. Eye and Ear patients who meet income and other eligibility guidelines and are unable to pay for glasses. Consultation for Non-Mass. Eye and Ear Patients: Mass. Eye and Ear's social work staff provides information and referral for financial resources, vision and hearing resources, homecare, and education to non-Mass. Eye and Ear patients.Social Work Consultations for Patients Needing Financial Assistance: The staff from Mass. Eye and Ear's Department of Social Work assists patients in securing lodging, meal vouchers, parking vouchers, and other small necessities that make it possible for patients and families to receive treatment at Mass. Eye and Ear.Financial Counseling Assistance: The hospital's financial counselors work with patients to assess insurance coverage, identify coverage options for which the un/under-insured may be eligible, and to provide assistance in applying for and accessing coverage. Howe Library: Mass. Eye and Ear's research library staff assists patients who are seeking information about their medical conditions. Services include computer searching and retrieval of articles, finding books for users, and providing computers, copiers, printers, and assistance to people in using them.The Hearing Aid Center: The Mass. Eye and Ear Hearing Aid Center provides support, including education and equipment, to patients with hearing loss. For patients who meet income guidelines, these services are provided at no charge or at a reduced rate. Free Parking: Mass. Eye and Ear offers free parking to patients and their families that enables them to come for care and participate in support groups. Mass. Eye and Ear also extends free parking to participants at Community Boating, a local nonprofit, and to support groups such as the Glaucoma Support Group and Hear @ Boston.Charitable Care: Each year, Mass. Eye and Ear provides free or discounted care to patients who are unable to cover the full cost of the services they utilize. This year the hospital provided $212,802 in free or discounted care to patients that meet Mass. Eye and Ear's Financial Assistance Policy. We make every effort to identify appropriate insurance coverage for our patients and to help them access the coverage for which they are eligible. However, each year Mass. Eye and Ear extends care to patients that is not fully reimbursed. In 2011, our Net Charity Care totaled $2,401,008, which includes the Health Safety Net (HSN) Assessment and Shortfall, HSN denied claims, and free or discounted care provided to patients that meet Mass. Eye and Ear's Financial Assistance Policy. The Net Charity Care provided each year is a reflection of Mass. Eye and Ear's and the Community Benefits Committee's commitment to the delivery of high-quality care to our patients and is an important strategy for ensuring access to care in our community benefits plan.
Part VI, Line 2: Mass. Eye and Ear engaged the services of consultants to work closely with the Community Benefits (CB) Working Group throughout the assessment and planning processes, which took place during the summer of 2010. During the assessment and planning processes, the CB Working Group met several times a month and engaged the full committee as needed for progress updates and input. After the plan was developed and approved, meetings decreased in frequency and the groups met on an as-needed basis. The consultants began by interviewing the managers for community benefits at two local hospitals: Massachusetts General Hospital (MGH) the Dana Farber Cancer Institute. MGH is the next door neighbor to Mass. Eye and Ear and the two institutions share many patients, referring patients to one another for various services. We were particularly interested in how MGH conducted its assessment that led to the identification of target communities and populations. Dana Farber is one of a small number of specialty hospitals that submits a community benefits report to the Attorney General so was uniquely positioned to advise Mass. Eye and Ear on how to define a service area and narrow the selection of target communities and groups. Members of the CB Working Group also interviewed the Vice President of Community Service at UMass Memorial Medical Center, and had regular attendance as a member of the Conference of Boston Teaching Hospital's Community Benefits Committee. All institutions provided great insights that informed the assessment and planning processes described below. For most Massachusetts hospitals, community-level data available through the Massachusetts Department of Public Health and Boston Public Health Commission are useful in understanding the specific health needs of communities and those in which disparities exist. These data are typically used to select vulnerable communities and populations and to target services to address particular health issues and disparities. Because neither the Boston Public Health Commission nor the Massachusetts Department of Public Health collect and report data on vision, hearing and other head and neck conditions in Massachusetts communities, Mass. Eye and Ear's Community Benefits Committee had to rely on its own patient data, Census data, and guidance from the Centers for Disease Control and Prevention to define its target communities and populations and to formulate objectives for its community benefits plan. The consultants analyzed patient and Census data and had regular meetings with the CB Working Group of the Community Benefits Committee. Simultaneously, members of the CB Working Group reached out to other members of the Community Benefits Committee and to additional internal (at Mass. Eye and Ear) and external partners (within community-based agencies and other non-profit health and social service organizations) to understand the needs of the individuals, families and communities they serve with regard to vision, hearing and other conditions of the head and neck.
Part VI, Line 3: MEEI as a facility works to actively inform patients of programs and resources available to them to help with financial assistance. We have created a link on our external website which highlights the basic federal programs and access to the hospital's Financial Counselor's. The financial counseling process is designed to evaluate the patients' financial ability to pay and to recommend and assist the patient with enrolling in any applicable government of private programs. When all avenues have been exhausted, charitable care criteria are reviewed.
Part VI, Line 4: Step 1: Understanding where our patients resideEach year, Mass. Eye and Ear draws patients from around the world who need specialized care for vision, hearing and other conditions of the head and neck. To identify the geographic areas of focus for the community benefits plan, the CB Working Group reviewed patient data from the most recent calendar year. The purpose of the analysis was to identify the communities most frequently served by Mass. Eye and Ear and then to identify those communities that are "population centers" for vulnerable populations and/or those whose residents are most likely to experience barriers to care due to economic, linguistic, cultural or other circumstances. Although Mass. Eye and Ear provides care to patients outside of the Commonwealth, New England and even the U.S., 90 percent of Mass. Eye and Ear's patients reside within Massachusetts. In the year prior to the assessment, 117,363 Massachusetts residents received care at Mass. Eye and Ear. All analyses provided below involving Mass. Eye and Ear patients exclude patients from outside of Massachusetts. Twenty-eight of the top 32 Massachusetts communities served by Mass. Eye and Ear (based on where patients live) are within the geographic area encircled by Route 128. The remaining four are within the Interstate 495 belt. Nearly half of Mass. Eye and Ear's patients come from these 32 communities. The 10 communities that are home to the largest proportion of Mass. Eye and Ear patients are listed below. All except Braintree are located around Boston/within the Route 128 belt. Nearly 27% of Mass. Eye and Ear's patients come from these 10 communities identified below. Boston is home to 8,668 or 7.4% of our patients, the geographic area with the single largest number of Mass. Eye and Ear patients. Top 10 communities that are home to the most Mass. Eye and Ear patients # of Mass. Eye and Ear patients in the community % of Mass. Eye and Ear patients in the communityBoston 8668, 7.4% Quincy 3779, 3.2% Cambridge 3527,3.0% Medford 2744, 2.3% Revere 2689, 2.3% Malden 2613, 2.2% Somerville 2291, 2.0% Chelsea 1887, 1.6% Everett 1718, 1.5%Braintree 1650,1.4%Conclusion: The Community Benefits Committee concluded that, although Mass. Eye and Ear cares for patients from all over the Commonwealth, the hospitals primaStep 2: Assessing possible obstacles to care in the Metro-Boston area - Access to care is impeded by many obstacles, particularly ability to pay and linguistic and cultural barriers. Census data on race/ethnicity, household income, unemployment, education, and poverty were used to create profiles of communities in the Metro-Boston area to understand which communities are most likely to be affected by barriers to care. Below shows the top communities in the Metro-Boston area for five indicators of diversity and socio-economic status: Racial/ethnic diversity, lowest household income, highest rates of unemployment, lowest educational attainment and highest rates of poverty. Top Metro-Boston communities on five indicators of diversity and low socio-economic status:Highest in racial/ethnic diversity - Chelsea, Boston, Lynn Cambridge and Malden Lowest household incomes - Chelsea, Lynn, Revere, Boston and Everett Highest rates of unemployment - Chelsea, Boston, Lynn, Revere and Cambridge Lowest educational attainment - Chelsea, Lynn, Everett, Revere and Boston Highest rates of poverty - Chelsea, Boston, Lynn, Revere and EverettSix of the seven communities that make up the most socio-economically disadvantaged are also on the top 10 list of communities in which the most Mass. Eye and Ear patients live. Lynn, the only of the seven disadvantaged communities that does not fall in the top 10, is actually home to 1,641 patients or 1.4% of Mass. Eye and Ear's patients. Lynn is the 11th most populated community by Mass. Eye and Ear patients. Conclusion: The Community Benefits Committee concluded that residents in its primary service area (i.e., Metro-Boston) are very likely to experience barriers to care related to diversity (e.g., language) and socio-economic factors. Although the Community Benefits Plan should not exclude those living outside the Metro-Boston area, it should emphasize services for those living within it because residents are so likely to experience barriers to care. Mass. Eye and Ear should build upon a solid foundation of outreach and service provision to Metro-Boston communities and include strategies for improving access to care in the community benefits plan. Step 3: Identifying vulnerable groups within our patient population and understanding where they live-The Attorney General's revised community benefits guidelines suggest that hospitals should identify vulnerable populations who will benefit from community benefits services. Elders are particularly vulnerable to age-related conditions that affect vision and hearing. Children are also vulnerable because unaddressed issues related to hearing, vision and speech have deleterious effects on their learning and development. Because these populations are particularly at-risk, Mass. Eye and Ear offers specialized lines of service for elders and children. Mass. Eye and Ear treated 33,030 seniors (age 65+) in the year before the assessment and 17,081 pediatric patients (age 19 and under). Together, children and seniors comprise 42.7% of patients who received care at Mass. Eye and Ear in the year prior to the assessment. The 10 communities that are home to the largest numbers of Mass. Eye and Ear's pediatric patients are shown below. Seven of the top 10 communities for pediatric patients are also among those communities identified as being the most socio-economically disadvantaged in the Metro-Boston area. Just over 3,100 or 18% of Mass. Eye and Ear's pediatric patients live in communities where multiple barriers to care exist. Boston is home to the largest portion of Mass. Eye and Ear's pediatric patients with 825 or 4.8%. According to the Massachusetts Institute for Social and Economic Research (MISER) at the University of Massachusetts at Amherst, the number of children is expected to grow in Boston, Somerville, Chelsea, Everett and Malden over the next decade. The number of children in these communities who may need Mass. Eye and Ear services is also likely to increase in the next decade. Home communities to largest numbers of Mass. Eye and Ear pediatric (aged 0-19) patients (n=17,081) # of pediatric patients in the community % of pediatric patients in the communityBoston 825 4.8% Revere 495 2.9% Chelsea 467 2.7% Quincy 429 2.5% Malden 377 2.2%Medford 338 2.0% Everett 350 2.0% Cambridge 314 1.8% Somerville 275 1.6% Lynn 280 1.6% The 10 communities that are home to the largest proportion of Mass. Eye and Ear's senior patients are listed below. According MISER, the number of seniors is expected to grow in all ten communities over the next decade, suggesting that the number of seniors in these communities who may need Mass. Eye and Ear services will also increase. Boston is home to the largest group of Mass. Eye and Ear's senior patients, 2,071 or 6.3%. According to Census data, in six of the top 10 communities that are home to Mass. Eye and Ear's senior patients, roughly one-third of seniors live on less than $25,000 per year and about one-quarter live on less than $15,000 per year. Boston leads with more than half of seniors living on less than $25,000 per year and nearly 36% living on less than $15,000. Four of the communities that are home to the largest number of senior patients are among the most socio-economically disadvantaged communities in the Metro-Boston area. Nearly 12% or 2,011 senior patients live in those communities in which multiple barriers to care are likely to exist. Home communities for largest numbers of Mass. Eye and Ear seniors (aged 65+) (n=17,081)# of senior patients in the community % of senior patients in the communityBoston 2071 6.3% Quincy 1243 3.8% Medford 979 3.0% Cambridge 958 2.9%Revere 760 2.3%Malden 687 2.1% Somerville 627 1.9% Dorchester 568 1.70%Brookline 552 1.70% Melrose 550 1.70% Conclusions: Children and elders make up a large portion of Mass. Eye and Ear's patient population. Because of its clinical expertise and partnerships, Mass. Eye and Ear is well positioned to address the vision and hearing needs of these vulnerable groups. The largest numbers of Mass. Eye and Ear's pediatric and senior patients live in communities in the Metro-Boston area and in most of those communities the populations are expected to grow over the next decade. Many live in socio-economically disadvantaged communities where multiple barriers to care exist. As part of its Community Benefits Plan, Mass. Eye and Ear should utilize strategies to engage and provide care to seniors and children, particularly those in the Metro-Boston area.
Part VI, Line 4:
Part VI, Line 6: Mass. Eye and Ear's Community Benefits strategies for achieving its objectives and annual targets program fall into four major categories:1.Screening and clinical services,2.Education and support,3.Access to services/resources4.Sponsorships Categories 1 and 2 draw on Mass. Eye and Ear's broad clinical and teaching expertise. Category 3 responds to barriers and obstacles that limit access to services. Category 4 represents Mass. Eye and Ear's opportunity to support partners whose missions are aligned with those of Mass. Eye and Ear and who are providing services to Mass. Eye and Ear's priority patient groups and/or geographic areas. Each category below offers a description of the associated strategies and partnerships and concludes with an At-a-Glance table that describes the number of individuals, target audience and geographic area served, the Attorney General's Community Benefits Categories addressed, and the costs/resources expended for the reportable year for each strategy in the category.A. Screening and Clinical Services-Mass. Eye and Ear provides screening and clinical services to a wide range of individuals and groups, from low-income children to seniors to survivors of domestic violence. Specific initiatives are described below.Neighborhood House Charter School (NHCS): NHCS was founded in 1995 to provide a better educational option for low-income Boston families and to incubate innovative practices that have the potential to improve public education for all students. Today, NHCS serves 400 students and is one of the most sought after schools in the city, successfully serving a diverse community of children in grades pre-K through 8 from Dorchester and surrounding Boston neighborhoods. Mass. Eye and Ear's Departments of Audiology and Ophthalmology partnered with NHCS's school nurse to offer vision and hearing screening to all students. Children who need follow-up care receive it, free if necessary, at Mass. Eye and Ear. Working with NHCS' school nurse, we set a goal of screening all children in advance of flu season to maximize the number of children in attendance. Camp Harbor View: Created in 2008 to offer Boston children a true summer camp experience, Camp Harbor View is an initiative of the not-for-profit Camp Harbor View Foundation, Inc. in partnership with the City of Boston and the Boys & Girls Clubs of Boston. The camp offers children ages 11 to 14 living in Boston's at-risk neighborhoods the opportunity to leave the city during the day and participate in a four-week summer camp program. Recognizing Mass. Eye and Ear's expertise in vision screening, Mayor Menino requested that Mass. Eye and Ear play a role at Camp Harbor View. Mass. Eye and Ear has been partnering with the Camp since its first season. Mass. Eye and Ear staff members traveled to Camp Harbor View to conduct on-site vision screenings and identify those in need of follow-up care. Vision Coalition/Year Up Boston: The mission of Vision Coalition Massachusetts is to remove poor vision as an impediment to literacy, education, and a better way of life. Vision Coalition provides free vision screenings, free eye exams and free eyeglasses. Mass. Eye and Ear partners with Vision Coalition Massachusetts by performing full eye exams and providing medical care for the groups that Vision Coalition identifies. Year Up serves young urban adults, providing them with the skills, experience, and support that will empower them to reach their potential through professional careers and higher education. Mass. Eye and Ear staff members give eye exams to these young adults, provide those who need them with eye glasses, and ensure that those who need follow-up care are linked to services. Head and Neck Cancer Screening/Lecture: Mass. Eye and Ear's Departments of ENT and Social Work collaborate to offer cancer screening to the general public and to provide support for people with oral, head and neck cancer. Support for People with Oral, Head and Neck Cancer has a support group chapter at Massachusetts General Hospital. Mass. Eye and Ear collaborates with this group and with the Head and Neck Cancer Alliance to raise awareness during Oral, Head and Neck Cancer Awareness Week by hosting an education table. R.O.S.E. Fund Collaboration: The R.O.S.E. Fund (Regaining One's Self Esteem) is a non-profit organization chartered to break the silence and the cycle of domestic violence and teen dating violence and abuse. Among its many activities, the R.O.S.E. Fund screens and refers to Mass. Eye and Ear survivors of domestic violence in need of reconstructive surgery. Mass. Eye and Ear's surgeons perform these life-altering surgeries free of charge. Nantucket Cottage Health Fair: A Mass. Eye and Ear audiologist provided hearing screenings. Participants received results of the screening and information sheets on communication strategies and hearing protection.B. Education and Support-Mass. Eye and Ear's clinicians and social workers deliver education and support to individuals coping with various medical conditions or challenges (e.g., sinusitis, hearing loss, vision loss, facial paralysis) and also reach out to providers who interact with seniors across the Commonwealth. Details on these educational and support strategies are presented below.Public Forum on Hearing and Hearing Loss: Members of Mass. Eye and Ear's Audiology Department presented a 10th anniversary Have You Heard? Public Forum featuring educational sessions and lectures on hearing and hearing loss. This year's sessions focused on the medical and surgical management of hearing loss, audiologic evaluation and management of hearing loss, and scientific advances in understanding hearing and hearing loss. Targeting the general public, and especially seniors and individuals with hearing loss, the event was publicized via community papers and through Mass. Eye and Ear partnership with the Massachusetts Council on Aging. Mass. Eye and Ear surveys forum participants and will use their suggestions to develop the educational program for next year. Public Forum on Conditions that Affect Smell and Taste: This year, members of Mass. Eye and Ear's Department of ENT offered a series of lectures on sinusitis. Targeting the general public, and especially seniors, the event was publicized via community papers and via Mass. Eye and Ear's partnership with the Massachusetts Commission on Aging.Boston Cured Cancer Club Support Group: The Boston Cured Cancer Group for Laryngectomees supports the rehabilitation of laryngectomees and helps offer understanding to patients and their loved ones. Mass. Eye and Ear has a strong collaborative relationship with this organization, providing meeting space and speakers for the groups. The Boston Cured Cancer Group comes and meets with new laryngectomees, providing support to Mass. Eye and Ear patients. Participants in the groups, mostly older people, are largely from Metro Boston, but some come from greater distances.Facial Paralysis Support Group: The Facial Paralysis Support Group is a forum for individuals with facial paralysis and those close to them to meet and share their experiences and to discuss support, treatment, coping and self image. Mass. Eye and Ear hosts this group monthly, providing meeting space and social work and physician support. While the group is open to all individuals with facial paralysis and their families, participants are generally from Metro Boston. Mass. Eye and Ear publicizes the support group via social media and through a partnership with the Facial Paralysis Support Network.Glaucoma Support Group: The Glaucoma Foundation funds groundbreaking research and educates the public about glaucoma and the importance of early detection to prevent blindness. The New England Chapter of the Glaucoma Foundation hosts a support group for people with glaucoma, their caregivers, professionals, and others dedicated to improving the lives of those with this disease. Mass. Eye and Ear partners with the Glaucoma Foundation to provide free meeting space and publicity. Members of Mass. Eye and Ears Department of Ophthalmology are available as speakers for the group. Mass. Eye and Ear helps promote the group by distributing flyers in the hospitals clinics. Attendees are generally seniors from Metro Boston.Hear @ Boston: Hear@Boston, a chapter of the Hearing Loss Association of America, is a community organization that helps empower people who have hearing loss by facilitating opportunities for social engagement, education and skill development. Mass. Eye and Ear donates monthly meeting space and Mass. Eye and Ear clinicians serve as speakers for meetings and events. Many of Hear@Boston's members are young professionals between the ages of 20 and 45, but the group encourages people of all ages to join.
Part VI, Line 6:
MAReports Filed With StatesPart VI, Line 7

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (28 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Boston Children's Hospital
330 Longwood AvenueBostonMA02115042774441501(c)(3)51428Basic Research
George Mason University
10900 University BlvdManassasVA20110540836354501(c)(3)148770Basic Research
Boston University
85 East Newton St M-921BostonMA02118042103547501(c)(3)173398Basic Research
CARES
5000 S 5th AvenueHinesIL60141363334177501(c)(3)191387Basic Research
Brigham and Womens Hospital
75 Francis StreetBostonMA02115042312909501(c)(3)292122Basic Research
Ohio University
1 Park PlaceAthensOH45701316402113501(c)(3)83256Research Support
Regents University of Minnesota
410 Church StreetMinneapolisMN55455416007513501(c)(3)112001Research Support
Dana Farber Cancer Institute
44 Binney StreetBostonMA02115042263040501(c)(3)45404Research Support
John Hopkins University
600 NWolfe StretBaltimoreMD21218520595110501(c)(3)14747Research Support
Charles Stark Draper Laborator
555 Technology SquareCambridgeMA02139042505372501(c)(3)53243Research Support
Drexel University
3201 Arch Street Suite 100PhiladelphiaPA19104231352630501(c)(3)111961Research Support
Medical College of Wisconsin
Watertwon Plank RoadMilwaukeeWI53226390806261501(c)(3)62860Research Support
MIT Division of Health
77 Massachusetts AvenueCambridgeMA02139042103594501(c)(3)234242Research Support
Massachusetts General Hospital
55 Fruit StreetBostonMA02114042697983501(c)(3)1377099Research Support
Schepens Eye Research Institute
20 Staniford StreetBostonMA02114042129889501(c)(3)695146Research Support
Tufts University
80 George StreetMedfordMA02115042103634501(c)(3)15640Research Support
Harvard University
Massachusetts HallCambridgeMA02138042103580501(c)(3)602149Research Support
Public Health Foundation
12801 Crossroads Parkway SouthCity of IndustryCA91746952557063501(c)(3)15099Research Support
True Research Foundation
8610 N BranconfelsSan AntonioTX78217742855021501(c)(3)24639Research Support
Worcester Polytechnic Institute
100 Institute RoadWorcesterMA01609042121659501(c)(3)374758Research Support
Vanderbilt University
211 Kirkland HallNashvilleTN37240620476822501(c)(3)21577Research Support
University of California
1111 Franklin Street 12th FlOaklandCA94607943067788501(c)(3)20301Research Support
University of Iowa
Gillmore HallIowa CityIA52242426004813501(c)(3)33345Research Support
University of Mississippi
PO Bix 907UniversityMS38677646001159501(c)(3)65311Research Support
Presidents and Fellows of Harvard College
124 Mount Auburn StreetCambridgeMA02138042103580501(c)(3)Research Support
Massachusetts Eye and Ear Associates
243 Charles StreetBostonMA02114222658209501(c)(3)1566058Misc. Support
University of Oklahoma
1000 Stanton Young BlvdOklahoma CityOK73117736017987501(c)(3)164595Research Support
University of Southern CA
3720 S Flower StLos AngelesCA90089951642394501(c)(3)29154Research Support
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants28TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

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IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: MASSACHUSETTS EYE AND EAR INFIRMARY SUBRECIPIENT MONITORING POLICY AND PROCEDURES Part I. Subawards are issued through a consortium agreement between the Massachusetts Eye and Ear Informary ("MEEI") and the recepient institution. The agreement specifies the terms of the subaward, and includes a detailed budget and scope of work to be performed by the recepient institution. Awarded funds are encumbered by a purchase order that is assigned to a unique fund number. Payments to recepient institutions made against the purchase order are recorded in the MEEI accounting system so that individual payments and purchase order balances can be monitored. Disbursement of funds for subawards require the written approval of the Principal Investigator("PI"). Frequent progress reports and other forms of communication are required bewteen the PI and the sub recepient institute to ensure that the scope of work is progressing at a satisfactory pace.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
John R Fernandez See
518988015660508100338600223590732622000
Joan MillerMD-see SchO
060504406472401774200022359070986900
Joseph B Nadol JrMD See Sch O
066211706472302584200030211078289300
Peter J Chinetti See
300232016912021260196000228210361691000
Susan Williams
21669101886001704809310086770270586000
Jean EMacQuiddy
22301001588902617017910099940269420000
Javier Balloffet
2039780215630188010119710209330277246000
Robert M Biggio
2221310204290349055710236330272113000
Kenneth Holmes
222891015613010982097090238460283041000
Christine Regan
1909530107110125208355092980220569000
Michael J Collins
2061560126590291067270205870246420000
Alec Cheloff
21491701773701461087870258370268739000
Pike Jeffrey
217348020295030407814085770254338000
Gayle Fishman
235755015390084406983021820261154000
Jennifer Street
2159340203810522089490258740271660000
Melissa Paul
1809790156290163100103930273390250650000
Souza Michael
22892702214001738208526022670279242000
Rosaida Shkliew
16653400019409463060190182210000
Glenn Bunting
1667120293006180101980203460200804000
Carol Covell
279816000294704900000287663000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Lines 4a-bPeter Chinetti received a severance in the amount of $138,528; approved by the CEO. John Fernandez participates in a non-qualified deferred compensation arrangement; no amounts have been paid to him under the plan because his entitlement to payment does not vest until 2015.
Part I, Line 7The Board of Trustees of the Massachusetts Eye and Ear Infirmary, upon recommendations of the Compensation Committee, approved a bonus program for certain individuals listed on Schedule J. The program requires that supervisory personnel make determination of (i) eligibility and (ii) amount of bonus dollars based on overall job performance. The Chief Executive Officer of the Infirmary has the authority to (i) overrule recommendations made by supervisors and (ii) make bonus determinations for vice president level personnel. The Compensation Committee of the Board has the final authority for bonuses paid to the CEO as well as the vice presidents. Total compensation for listed individuals, including bonus payments, was analyzed by independent compensation consultants determined to be reasonable compensation and approved by the Board. No compensation payment can be made in excess of these amounts.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
Massachusetts Health and Educational Facilities Authority
04245601157586EWL12010-09-2963156092Facility Improvements-See O000
Massachusetts Health and Educational Facilities Authority
04245601157586ELD12007-03-2220000000Facility Improvements-See O001
Massachusetts Health and Educational Facilities Authority
04245601157586ELD12005-02-2513695000Facility Improvements-See O001

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresAmount UnspentAmountUnspentCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindAmount RetiredAmountRetiredYear Of Subst CompletionYearOfSubstCompletion
631560924997988254658565025021081634306831640001
2000000015385313601220000000001147690002010
13695000959109226013695000001142000122009

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
000010.000000.000000.000001
000010.000000.000000.000001
000010.000000.000000.000001

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
000000
010000
010000

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonKenneth HolmesNamePerson
Loan From OrganizationXLoanFromOrganization
Original Principal$50,000OriginalPrincipalAmount
Balance Due30000BalanceDue
Default0Default
Approved By Board0ApprovedByBoard
Written Agreement1WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due30000TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonJoan Miller MDNamePerson
FieldValueIRS element (for citing)
RelationshipBoard MemberRelationship
Amount Of Transaction306831AmountOfTransaction
Description Of TransactionInventor proceeds for patent rights are made in accordance with written MEEI policy in respect of intellectual property.DescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (15 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Program Service Accomplishments = Research- continutedForm 990 - Part III - Line 4b continuedResearch successes: Radiology Mary Beth Cunnane, MD, served as Clinical Investigator, "Role of non-EPI diffusion weighted imaging in evaluation of cholesteatoma", in conjunction with Phillips MRI scientists, 2011
Program Service Accomplishments- Education - continutedFrom 990 - Part III - Line 4c - continutedEducational highlights - Radiology Hugh D. Curtin, MD, had the 5th edition of his book, "Head and Neck Imaging, Vol. I & II" published by Elsevier, 2011 Laura V. Romo, MD, et al published an article entitled "Temporal bone: Congenital Anomalies in Som P and Curtin HD (eds). Head and Neck Imaging, 5th Edition, Elsevier, St. Louis, 2011 Amy Juliano, MD, et al published an article entitled "Temporal Bone Tumors and Cerebellopontine Angle Lesions" in Som P and Curtin HD (eds). Head and Neck Imaging, 5th Edition, Elsevier, St. Louis, 2011 Mary Beth Cunnane, MD, et al published an article entitled "Eye and Orbit: Pathology" in Som P and Curtin HD (eds). Head and Neck Imaging, 5th Edition, Elsevier, St. Louis, 2011 Paul Caruso, MD, et al published an article entitled "Vibrational analysis of x-ray absorption fine structure thermal factors by ab initio molecular dynamics: the Zn(II) ion in aqueous solution as a case study" (J Chem Phys, 21:134(7):074504, Feb 2011) Hugh D Curtin, MD, et al published an article entitled "Inner-ear measurements on temporal bone computed tomography, SNHL, and CI outcome: is there a relationship?" (Cochlear Implants Int, Suppl 1:S54-7, May 2011) Hugh Dr. Curtin, MD, et al published an article entitled "Radiologic and audiologic evidence of the location of an intracochlear mass" (Otol Neurotol, 32(5):e34-5, Jul 2011) Mary Beth Cunnane, MD, et al published an article entitled "Radiologic and audiologic evidence of the location of an intracochlear mass" (Otol Neurotol, 32(5):e34-35, Jul 2011) Mary Beth Cunnane, MD, et al published an article entitled "Radiology quiz case 2: pediatric base of tongue thyroglossal duct cyst (TGDC)" (Arch Otolaryngol Head Neck Surg, 137(9)955-956-7, Sept 2011) Mary Beth Cunnane, MD, et al published an article entitled "Lateral dermoid cyst of the floor of mouth: unusual radiologic and pathologic findings" (Auris Nasus Larynx, 38(5):650-3, Oct 2011) Gul Moonis, MD, et al published an article entitled "Steatocystoma simplex of the infratemporal fossa: an uncommon location for a rare entity" (Ear Nose Throat J, 90(1):E16-8, Jan 2011) Gul Moonis, MD, et al published an article entitled "Head and neck infection and inflammation" (Radiol Clin North Am, 49(1):165-82, Jan 2011) Gul Moonis, MD, et al published an article entitled "A venous cause for facial canal enlargement: multidetector row CT findings and histopathologic correlation" (Am J Neuroradiol, 32(5):E83-4, May 2011) Laura V. Romo, MD, et al published an article entitled "Prevalence of pathological gambling in the general population around Paris: preliminary study" (Encephale, 37(4):278-83, Sept 2011) Hugh D. Curtin, MD, Mary Beth Cunnane, MD, & Amy Juliano, MD, presented multiple lectures at MRI & CT courses that were held within the year Hugh D. Curtin, MD, served as Head of the Head & Neck Track of the Refresher Course Committee at the Radiological Society of North America annual meeting, 2011
Form 990, Part VI, Section A, line 7aThe Governor of the Commonwealth has the authority to appoint two Directors. The Bylaws of the Infirmary state that the remaining Directors are those individuals serving as directors of its Member (the Foundation)
Form 990, Part VI, Section A, line 7bThe Foundation is the sole member of the Infirmary and retains the authority to make decisions regarding the Infirmary.
Form 990, Part VI, Section B, line 11Part VI - Line 11 - Process of review of the Form 990 - After the Form 990 is completed it is reviewed by the Director Finance Operations and outside legal counsel. The Form 990 is then presented to the Finance Committee for review and approval as authorized by the Board of Directors. The Board of Directors are also given the Form 990 for review with time to submit comments and questions before final filing.
Form 990, Part VI, Section B, line 12cMembers of the staff are required to disclose conflicts of interest to their Chief of Service or Department and Director of Laboratory/Unit. Members of the Board of Directors are required to disclose annually, in writing, any interests that could give rise to conflicts. The Office of the Internal Auditor obtains and reviews the annual Conflicts of Interest statements submitted by members of the Board of Directors, and reports on the same to the Audit and Compliance Committee of the Board. With respect to interests disclosed by Board members that could give rise to conflicts of interest, the Internal Auditor reviews all transactions between such interests and affiliates of the Infirmary, to determine whether these transactions were conducted at arm's length.
Form 990, Part VI, Section B, line 15The Chairman of the Compensation Committee of the Board of the Massachusetts Eye and Ear Infirmary presents a recommendation to the Compensation Committee who have final approval of the CEO'S base salary and bonus amount. The CEO recommends executive salaries to the Compensation Committee of the Board who has final authorization to approve it. Total compensation for the CEO, Chiefs and Vice Presidents, including bonus payments, including comparability data, is analyzed by independent compensation consultants and is determined to be reasonable.
Form 990, Part VI, Section C, line 19Summarized financial statements are available on the Infirmary's website: www.masseyeandear.org Audited Financials are available upon request. Governing documents and Form 990 are available on the Attorney General website and are also available upon request. The conflict of interest policy is also available upon request.
Changes in Net Assets or Fund Balances:Form 990, Part XI, line 5:Net unrealized losses on investments: -486,482. Sub f income -1,457,363. Total to Form 990, Part XI, Line 5: -1,943,845.
Crico informationForm 5471 - EIN # 98-0129980 Controlled Risk Insurance Company, Ltd.Form 5471, Schedule O, Part II, Section C & D - Acquisitions and Dispositions: The taxpayer neither acquired nor disposed of stock in the foreign corporation, Controlled Risk Insurance Company, Ltd. ("CRICO"), during the year ended December 31, 2010. The taxpayer is classified as a Category 3 filer for Form 5471 purposes because the taxpayer is treated as a U.S. Shareholder of CRICO under Internal Revenue Code 953(c), and is therefore required to complete Schedule O. Form 5471, Schedule O, Part II, Section F - Additional Information: Controlled Risk Insurance Company, Ltd. filed Form 1120-F, U.S. Income Tax Return of a Foreign Corporation, for its calendar 2007, 2008, and 2009 tax years. The company had no taxable income and no tax due on the return. Additional Filing Requirements for Category 3 Filers: 1 The amount and type of any indebtedness the foreign corporation has with the related persons described in Regulations 1.6046-1(b)(11). N/A - there is no indebtedness between Controlled Risk Insurance Company, Ltd. and related parties. 2 The name, address, identifying number and number of shares subscribed to by each subscriber to the foreign corporation's stock. N/A - there are currently no subscriptions for any of Controlled Risk Insurance Company, Ltd.'s stock.
Crico informationForm 5471 - CRICO InternationalForm 5471, Schedule O, Part II, Section C & D - Acquisitions and Dispositions: The taxpayer neither acquired nor disposed of stock in the foreign corporation, CRICO ("CRICO"), during the year ended December 31, 2010. The taxpayer is classified as a for Form 5471 purposes because the taxpayer is treated as a U.S. Shareholder of CRICO Revenue Code 953(c), and is therefore required to complete Schedule O. Additional Filing Requirements for Category 3 Filers: 1 The amount and type of any indebtedness the foreign corporation has with the related persons described in Regulations 1.6046-1(b)(11). N/A - there is no indebtedness between CRICO International and related parties. 2 The name, address, identifying number and number of shares subscribed to by each subscriber to the foreign corporation's stock. N/A - there are currently no subscriptions for any of CRICO International's stock.
Description of purposeSchedule K -Part I, A, (f)The project consists of renovation and improvement of existing space and acquisition of miscellaneous equipment located in MEEI's main clinical building, including but not limited to the following: the ambulatory and inpatient operating rooms, the Sinus Clinic, the Neuro-Ophthalmology Clinic, the Otolaryngology Laser Center, the ENT Clinic focusing on head and neck conditions, the pre-admission testing suite, the Ophthalmology outpatient clinics located on the first floor, the ground floor (including the lobby area, Emergency Department and Radiology Department), the Pediatric Ophthalmology Clinic, the Head and Neck Clinic, the Laser Center, the Pediatric inpatient unit, the Ophthalmology Plastics Outpatient Clinic, The Otolaryngology Faculty office suite and the design and architectural fees relating to the reconstructing of the ground, first, second and third floors for additional clinical space. Improvements to exiting building infrastructure. Planning and design costs related to a replacement research or clinical building to be located at 309-325 Cambridge Street. Costs of issuance and capitalized interest on the Bonds financing the projects described in this section for a period of up to three years.
Description of purposeSchedule K -Part I, C, (f)The Project all to be owned and operated by the Massachusetts Eye and Ear Infirmary consists generally of (a) renovation of the outpatient areas of Massachusetts Eye and Ear Infirmary and of the 7th floor service area and offices, all located at 243 Charles Street, Boston, Massachusetts, and (b) equipment purchases.
Description of purposeSchedule K -Part I, C, (f)The Project all to be owned and operated by the Massachusetts Eye and Ear Infirmary consists generally of (a) renovation of the outpatient areas of Massachusetts Eye and Ear Infirmary and of the 7th floor service area and offices, all located at 243 Charles Street, Boston, Massachusetts, and (b) equipment purchases.
Pension Plan ContributionsSchedule R - Part V, Line 15Contributions represent amounts contributed by the Infirmary for employee retirement benefits as required by the Pension Plan's funding policy.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Foundation of the Massachusetts Eye and Ear Infirmary Inc
243 Charles StreetBostonMA02114042785453Supports the mission of the InfirmaryMA501 (c) (3)90
Massachusetts Eye and Ear Associates
243 Charles StreetBostonMA02114222658209Patient care and participation in researchMA501 (c) (3)91Foundation
Circle Company Inc
243 Charles StreetBostonMA02114042801791Supports the tax exempt purposes of the InfirmaryMA501 (c) (25)n/a1Foundation
Embankment Services Inc
14 David G Mugar WayBostonMA02114043272965Supports the tax exempt purposes of the InfirmaryMA501 (c) (3)11 Type 11Foundation
Massachusetts Eye and Ear Infirmary Pension Plan
243 Charles StreetBostonMA02114046067238Defined Benefit Pension PlanMA401 (a) trust0
Schepens Eye Research Institute
20 Staniford StreetBostonMA02114042129889Fights blindness, develops technologies, therapies, to retain/restore visionMA501 (c) (25)71Foundation
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (18 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
Foundation of the Massachusetts Eye and Ear Infirmary Inc
P853671Cash transfer to pay back expense
Foundation of the Massachusetts Eye and Ear Infirmary Inc
M0Facility use
Foundation of the Massachusetts Eye and Ear Infirmary Inc
C9994038Institutional support
Foundation of the Massachusetts Eye and Ear Infirmary Inc
N853671Leased employee expense
Embankment Services Inc
P1197000Cash transfer to pay back expense
Embankment Services Inc
N1393622Leased employee expense
Circle Company Inc
P233000Cash transfer to pay back expense
Circle Company Inc
N214825Leased employee expense
Massachusetts Eye and Ear Associates Inc
B1566058Institutional support
Massachusetts Eye and Ear Associates Inc
P22733568Diret support services
Massachusetts Eye and Ear Associates Inc
N6964573Sharing of paid employees
Circle Company Inc
A39663Office space rental for hospital
Foundation of the Massachusetts Eye and Ear Infirmary Inc
L1212127Fundraising expense
Massachusetts Eye and Ear Infirmary Pension Plan
Q7600000Pension plan contributions
Schepens Eye Research Institute
C16325Research grant rec'd
Schepens Eye Research Institute
B138922Research grant paid
Foundation of the Massachusetts Eye and Ear Infirmary Inc
Q15705646Investment/Found. long term pool
Circle Company Inc
D1000000Due from Circle

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