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LONGWOOD MEDICAL ENERGY COLLABORATIVE INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LONGWOOD MEDICAL ENERGY COLLABORATIVE INC (EIN 04-3476764)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-08-12
IRS object ID
202202249349300705
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-12T07:02:01-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010464526PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Newman & Noyes LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1Box 507AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043476764EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Longwood Medical EnergyBusinessNameLine1Txt
Business Name Line2Collaborative IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLONGBusinessNameControlTxt
Phone6176322301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1375 Longwood AvenueAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGretchen MayPersonNm
Person TitlePresident & Executive DirectorPersonTitleTxt
Phone6176322301PhoneNum
Signature2022-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGretchenPersonFirstNm
Person LastMayPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicholas E PortoPreparerPersonNm
PTINP01310283PTIN
Phone2078792100PhoneNum
Preparation2022-08-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGretchen MayPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1375 Longwood AvenueAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,324,978GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPlan, coordinate, and implement energy-related initiatives for the benefit of (see Schedule O) Harvard Medical School and its affiliated academic medical centers in the Longwood Medical Area of Boston.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$886,447PYProgramServiceRevenueAmt
CY Program Service Revenue$1,324,978CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$886,447PYTotalRevenueAmt
CY Total Revenue$1,324,978CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$407,244PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$418,595CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$479,203PYOtherExpensesAmt
CY Other Expenses$906,383CYOtherExpensesAmt
PY Total Expenses$886,447PYTotalExpensesAmt
CY Total Expenses$1,324,978CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$0CYRevenuesLessExpensesAmt
Total Assets BOY$403,740TotalAssetsBOYAmt
Total Assets EOY$336,172TotalAssetsEOYAmt
Total Liabilities BOY$403,740TotalLiabilitiesBOYAmt
Total Liabilities EOY$336,172TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$0NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
MissionPlan, coordinate, and implement energy-related initiatives for the benefit of Harvard Medical School and its affiliated academic medical centers in the Longwood Medical Area of Boston.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,177,883ExpenseAmt
Revenue$1,324,978RevenueAmt
DescLongwood Medical Energy Collaborative engaged in planning and coordination for the purpose of promoting energy conservation and securing efficient energy sources that will meet the specialized needs of Harvard Medical School and its affiliated academic medical centers in the Longwood Medical Area of Boston.Desc
Total Program Service Expenses$1,177,883TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gretchen MayBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6176322301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1375 Longwood AvenueAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Michele Garvin
Clerk1.0055.00Yes (X)Yes (X)$0$883,606$58,799
Christopher Dunleavy
Co-Chair & Treasurer1.0040.00Yes (X)Yes (X)$0$1,049,729$33,524
Lisa Hogarty
Director1.0055.00Yes (X)$0$578,890$46,948
Walter Armstrong
Co-Chair1.0060.00Yes (X)Yes (X)$0$417,238$27,107
Steve Maiorisi
Director1.0060.00Yes (X)$0$346,776$63,683
Eliot Lurier
Director1.0039.00Yes (X)$0$410,861$52,583
Maria Buckley
Director2.0038.00Yes (X)$0$383,440$48,954
Wendy Gettleman
Director1.0050.00Yes (X)$0$348,087$65,137
Douglas C Garron
Director1.0060.00Yes (X)$0$308,603$65,548
Mary Kaitlin O'Connor
Director1.0055.00Yes (X)$0$222,529$18,973
Elizabeth H Gerlach
Director1.0050.00Yes (X)$0$195,791$37,515
Doug Carney
Director1.0050.00Yes (X)$0$662,590$32,776
Vito La Francesca
Director1.0050.00Yes (X)$0$160,707$41,707
Gretchen E May
President & Executive Director1.0060.00Yes (X)$0$315,749$36,006
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$6,284,596TotReportableCompRltdOrgAmt
Total Other Compensation$629,260TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Holland & Knight LLP
11050 Lake Underhill Road 864084OrlandoFL32825Legal Services$232,159
Vatic Associates
10381 Dutchess LaneAmeliaVA23002Consulting Services$107,649
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSupport from MembersDesc
Business541610BusinessCd
Total Revenue Column$1,324,978TotalRevenueColumnAmt
Related Or Exempt Func Income$1,324,978RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,324,978TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,324,978TotalRevenueColumnAmt
Related Or Exempt Func Income$1,324,978RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$310,785TotalAmt
Program Services$310,785ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$107,810TotalAmt
Program Services$107,810ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$61,872TotalAmt
Program Services$61,872ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$448,367TotalAmt
Program Services$353,644ProgramServicesAmt
Management And General$94,723ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,647TotalAmt
Management And General$44,647ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$341,727TotalAmt
Program Services$341,727ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,045TotalAmt
Program Services$2,045ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$225TotalAmt
Management And General$225ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,500TotalAmt
Management And General$7,500ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,324,978TotalAmt
Program Services$1,177,883ProgramServicesAmt
Management And General$147,095ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$401,181BOYAmt
EOY$336,023EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$149EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,559BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$403,740BOYAmt
EOY$336,172EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$45,217BOYAmt
EOY$216,022EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$261,748BOYAmt
EOY$8,682EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$96,775BOYAmt
EOY$111,468EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$403,740BOYAmt
EOY$336,172EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$403,740BOYAmt
EOY$336,172EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$0ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations6SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
Beth Israel Deaconess Medical Center Inc
0421038813Yes (1)$247,195$0
Joslin Diabetes Center Inc
0422038363Yes (1)$25,557$0
The Children's Hospital Corporation
0427744413Yes (1)$332,833$0
President and Fellows of Harvard College
0421035802Yes (1)$230,828$0
Dana Farber Cancer Institute Inc
0422630407Yes (1)$180,794$0
Brigham & Women's Hospital Inc
0423129093Yes (1)$307,771$0
FieldValueIRS element (for citing)
Supported Organizations Total6SupportedOrganizationsTotalCnt
Support Sum$1,324,978SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part I, Line 12g, Column v:The amount of support listed Schedule A, Part I, Line 12g, Column v is an allocation of total expenses from Form 990, Part IX in direct proportion to the membership fees received by the respective supported organizations. The amounts listed represent amounts expended by Longwood Medical Energy Collaborative to or for the benefit of the supported organizations in carrying out LMEC's exempt mission on behalf of its supported organizations.
Schedule A, Part IV, Section B, Line 1:LMEC has six (6) Member Corporations, each of which is a corporation that is exempt from federal income taxation pursuant to the provisions of Section 501(c)(3) of the Internal Revenue Code. Under the LMEC governing documents, each member appoints two directors to sit on the LMEC governing board. Each director is to have the following qualifications: (1) at least one director shall be from such Member's senior management or the parent organization of such Member, and (2) the other director shall be from such Member's senior management or the parent organization of such Member or shall be a member of the governing board of the Member. Each Member may appoint an alternate to attend and vote at meetings of the Board of Directors in the absence of either or both of the directors it appoints. The bylaws provide that the Directors appointed by each Member jointly have one vote, and in the event of any disagreement between such directors, the vote of such Member shall be disregarded. An appointed Director may be suspended or removed with or without cause by the Member that appointed such Director.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to Harvard Medical SchoolDesc
Amt$111,468Amt
FieldValueIRS element (for citing)
Total Liability$111,468TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,324,978TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,324,978RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,324,978TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,324,978TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,324,978ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,324,978TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationLMEC is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code (the Code) and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. LMEC has evaluated the positions taken on its filed tax returns. LMEC has concluded that no uncertain income tax positions exist at September 30, 2021.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Christopher Dunleavy
Co-Chair & Treasurer$0$862,000$0$90,750$0$96,979$0$25,650$0$7,874$0$1,083,253$0$0
Michele Garvin
Clerk$0$644,253$0$105,549$0$133,804$0$22,800$0$35,999$0$942,405$0$0
Doug Carney
Director$0$464,508$0$98,728$0$99,354$0$18,945$0$13,831$0$695,366$0$0
Lisa Hogarty
Director$0$444,110$0$52,418$0$82,362$0$19,950$0$26,998$0$625,838$0$0
Eliot Lurier
Director$0$405,976$0$0$0$4,885$0$21,615$0$30,968$0$463,444$0$0
Walter Armstrong
Co-Chair$0$331,166$0$50,611$0$35,461$0$19,440$0$7,667$0$444,345$0$0
Maria Buckley
Director$0$379,739$0$0$0$3,701$0$21,615$0$27,339$0$432,394$0$0
Wendy Gettleman
Director$0$317,523$0$28,305$0$2,259$0$29,004$0$36,133$0$413,224$0$0
Steve Maiorisi
Director$0$346,122$0$0$0$654$0$35,865$0$27,818$0$410,459$0$0
Douglas C Garron
Director$0$307,748$0$0$0$855$0$36,272$0$29,276$0$374,151$0$0
Gretchen E May
President & Executive Director$0$295,703$0$0$0$20,046$0$35,865$0$141$0$351,755$0$0
Mary Kaitlin O'Connor
Director$0$216,475$0$5,003$0$1,051$0$17,873$0$1,100$0$241,502$0$0
Elizabeth H Gerlach
Director$0$194,590$0$0$0$1,201$0$13,583$0$23,932$0$233,306$0$0
Vito La Francesca
Director$0$159,944$0$400$0$363$0$7,425$0$34,282$0$202,414$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 3During the filing period, Gretchen May was paid by President and Fellows of Harvard College (Harvard) and served as the Longwood Medical Energy Collaborative, Inc. (LMEC) President and Executive Director during the year. Ms. May commenced that role on October 1, 2017, having previously served as a Project Development Director of LMEC since July 2011. At that time, the Executive Committee of LMEC had oversight for LMEC compensation matters. The Executive Committee reviewed and discussed the proposed compensation terms for the position and approved the compensation arrangements for the President and Executive Director. The Executive Committee then recommended the compensation arrangement to the Board of Directors for approval. The Executive Committee and Board of Director deliberations were documented in minutes, and the Board of Directors on behalf of the LMEC Member Organizations also ratified, approved, and confirmed the hiring and compensation of the Executive Director. Since that time, LMEC no longer has an Executive Committee. The process for reviewing and determining Ms. May's compensation is conducted by the Board of Directors as a whole.
Part I, Line 4bVarious individuals included in Form 990, Part VII, participate in or receive payment from a supplemental non-qualified plan sponsored by related organizations. Each individual's participation in those plans arise in their capacity as employees or officers of those related organizations and are not compensation for services rendered to LMEC. Only the individuals mentioned below participated in or received compensation from non-qualified plans. Descriptions of the related-party non-qualified plans are as follows: The Children's Hospital Corporation made contributions to the supplemental non-qualified retirement plan for the individual listed below. Contribution amounts are generally based on a percentage of compensation. Participants of the supplemental executive retirement plan are fully vested. All payments with respect to a participant's separation from service will be made in a single sum following the separation from service unless participant has elected to receive the accrued interest portion of his or her account in three annual installments. Michele Garvin, received in 2020, a contribution of $97,680 Lisa Hogarty, received in 2020, a contribution of $52,036 During the 2020 calendar year, the Beth Israel Deaconess Medical Center was a participating employer in the Beth Israel Deaconess Medical Center Executive Retirement Program which is a non-qualified deferred compensation plan and pursuant to the plan eligible employees receive certain retirement benefits. Amounts received by participants and related to this plan are included in Form 990 Schedule J, Part II, Column B(iii), Other Reportable Compensation and/or Form 990, Schedule J, Part II, Column C, Deferred Compensation in accordance with the instructions to this Form 990. The following individuals received deferred compensation from the above-described non-qualified retirement plans: Walter Armstrong received, during 2020, combined payments of $34,871.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2The following groups of two or three individuals have business relationships with one another which arise from each set of individuals' mutual affiliation with one of LMEC's Member organizations: -- Walter Armstrong, Senior Vice President, Capital Facilities and Engineering of Beth Israel Deaconess Medical Center, Inc. (BIDMC), and Elizabeth Gerlach, Senior Counsel & Director of Real Estate Development and Land Use Planning of BIDMC; -- Christopher Dunleavy, Senior Vice President and Chief Financial Officer of Brigham & Women's Hospital, Inc. (BWH) and Doug Carney, Senior Vice President, Real Estate, Facilities, and Operations of BWH; -- Lisa Hogarty, Senior Vice President, Real Estate Planning and Development of The Children's Hospital Corporation, Mary Kaitlin O'Connor, Associate General Counsel of Children's Hospital, and Michele Garvin, Senior Vice President and General Counsel of The Children's Hospital Corporation; -- Wendy Gettleman, Vice President, Facilities Management & Real Estate of Dana-Farber Cancer Institute, Inc. (DFCI) and Vito La Francesca, Director of Engineering of DFCI; -- Douglas Garron, Managing Director of Energy and Facilities of Harvard University, and Steve Maiorisi, Chief Campus Planning and Facilities Officer of Harvard University; and -- Eliot Lurier, Chief Operating Officer/Chief Financial Officer of Joslin Diabetes Center, Inc. (Joslin), and Maria Buckley, General Counsel of Joslin.
Form 990, Part VI, Section A, line 6The Members of the Organization are Beth Israel Deaconess Medical Center, Inc., Brigham and Women's Hospital, Inc., The Children's Hospital Corporation, Dana-Farber Cancer Institute, Inc., Joslin Diabetes Center, Inc., and President and Fellows of Harvard College. At any special or regular meeting the Members may increase the number of Members and elect new Members to complete the number so fixed by a vote of majority of the Members then in office; or they may decrease the number of Members, but only to eliminate vacancies caused by the resignation, removal, or disqualification of one or more Members. Membership in the Organization shall be limited to organizations that are exempt from federal income taxation pursuant to the provisions of Section 501(c)(3) of the Internal Revenue Code. Each Member shall continue to be a Member until it dissolves, resigns, is removed, or becomes disqualified.
Form 990, Part VI, Section A, line 7aLMEC has six (6) Member Corporations, each of which is a corporation that is exempt from federal income taxation pursuant to the provisions of Section 501(c)(3) of the Internal Revenue Code. Under the LMEC governing documents, each member appoints two directors to sit on the LMEC governing board. Each director is to have the following qualifications: (1) at least one director shall be from such Member's senior management or the parent organization of such Member, and (2) the other director shall be from such Member's senior management or the parent organization of such Member or shall be a member of the governing board of the Member. Each Member may appoint an alternate to attend and vote at meetings of the Board of Directors in the absence of either or both of the directors it appoints. The bylaws provide that the Directors appointed by each Member jointly have one vote, and in the event of any disagreement between such directors, the vote of such Member shall be disregarded. An appointed Director may be suspended or removed with or without cause by the Member that appointed such Director.
Form 990, Part VI, Section A, line 7bThe authority of the Directors to exercise the following powers is conditioned upon approval by two-thirds of the total of the Members: a. To add new Members b. To change capital call obligations of the Members, if any c. To refinance or approve any unbudgeted debt instruments, bonds, notes, or guarantees d. To enter into or renegotiate any mortgages on or security interest in the Corporation's real property or physical plant, except for those mortgages or material liens entered into pursuant to previously approved financings. e. To add new customers f. To change auditors g. To file for bankruptcy h. To employ or terminate employment of the chief executive officer or chief financial officer of the Corporation. i. To make material changes in the sale or repurchase of energy from third parties j. To approve or make material changes to any standard user contract In addition to these reserved powers, the Members shall have such other powers and rights as the Directors may designate.
Form 990, Part VI, Section B, line 11bThe Form 990, prepared by an independent public accounting firm, is reviewed by the President of Longwood Medical Energy Collaborative, Inc. ("LMEC"). The complete Form 990 is presented to the Audit and Finance Committee of LMEC for review and discussion. A copy of the complete return is then provided to each member of the LMEC Board of Directors who reviews and approves it prior to submission to the Internal Revenue Service.
Form 990, Part VI, Section B, line 12cLongwood Medical Energy Collaborative, Inc. (LMEC) has a conflict of interest policy which establishes that directors, officers, and other necessary individuals have an ongoing duty to disclose the existence of financial interests which may result in a conflict of interest. To administer the conflict of interest policy, annually LMEC distributes a copy of the policy along with a conflict of interest form. The conflict of interest form must be returned by each such individual annually to affirm that he or she (i) has received a copy of the conflict of interest policy, (ii) has read and understands the policy, and (iii) has agreed to comply with the policy. Any activity that requires action under the conflict of interest policy is subject to review and action through the Board of Directors and the organization's general counsel. Pursuant to the conflict of interest policy, certain activities which could create conflicts of interest are prohibited while other types of relationships are permitted, subject to compliance with disclosure and recusal requirements.
Form 990, Part VI, Section B, line 15aDuring the filing period, Gretchen May was paid by President and Fellows of Harvard College (Harvard) and served as the Longwood Medical Energy Collaborative, Inc. (LMEC) President and Executive Director during the year. Ms. May commenced that role on October 1, 2017, having previously served as a Project Development Director of LMEC since July 2011. At that time, the Executive Committee of LMEC had oversight for LMEC compensation matters. The Executive Committee reviewed and discussed the proposed compensation terms for the position and approved the compensation arrangements for the President and Executive Director. The Executive Committee then recommended the compensation arrangement to the Board of Directors for approval. The Executive Committee and Board of Director deliberations were documented in minutes, and the Board of Directors on behalf of the LMEC Member Organizations also ratified, approved, and confirmed the hiring and compensation of the Executive Director. Since that time, LMEC no longer has an Executive Committee. The process for reviewing and determining Ms. May's compensation is conducted by the Board of Directors as a whole. During the period covered by this filing, LMEC did not have any other officers or key employees.
Form 990, Part VI, Section C, line 19The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.
Form 990, Part VII, Section A:Director Compensation: A majority of the Organization's directors are compensated by related organizations, as they serve as representatives of the Organization's supported organizations. However, the compensation reported in Part VII of Form 990 does not represent compensation for the individuals' services in their capacity as officers or directors of Longwood Medical Energy Collaborative. Rather, this compensation reflects remuneration for services those individuals performed in their capacity as full-time employees of those related organizations.
Form 990, Part IX, line 11gEnergy Conservation and Efficiency Services: Program service expenses 341,727. Management and general expenses 0. Fundraising expenses 0. Total expenses 341,727.
Form 990, Part XII, Line 2c:Oversight of Audit The Organization has an audit and finance committee that performs general oversight of the audit process. The audit process has not changed from the prior year.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Beth Israel Deaconess Medical Center Inc
330 Brookline AvenueBostonMA02115042103881Tertiary Care Academic Medical CenterMA501(c)(3)Line 3N/A0
Joslin Diabetes Center Inc
One Joslin PlaceBostonMA02115042203836Education Research Healthcare FacilityMA501(c)(3)Line 3N/A0
Children's Hospital Corporation
300 Longwood AvenueBostonMA02115042774441Education Research Healthcare FacilityMA501(c)(3)Line 30Children's Medical Center Corp
President and Fellows of Harvard College
1033 Massachusetts Avenue 3rd FloorCambridgeMA02138042103580EducationMA501(c)(3)Line 2N/A0
Dana Farber Cancer Institute Inc
450 Brookline AvenueBostonMA02115042263040Education Research Healthcare FacilityMA501(c)(3)Line 7N/A0
Brigham & Women's Hospital Inc
75 Francis StreetBostonMA02115042312909Please see Schedule R, Part VII, Supplemental InformationMA501(c)(3)Line 3N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part II, Brigham & Women's Hospital:FormAndLineReferenceDesc
ExplanationThroughout Brigham Health, every decision we make is guided by our vision of a healthier world, and delivered through our mission of maintaining and restoring health through leadership in compassionate care, scientific discovery and education.ExplanationTxt