2022-08-15T11:55:44-05:00 2021-09-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2020-10-01 222984590 JOSLIN CLINIC INC JOSL 6173092400 ONE JOSLIN PLACE BOSTON MA 02215 SATISH BHOGADI ASSISTANT CFO 6173092400 2022-08-11 1 SATISH BHOGADI 999009999 CRAIG KLEIN P00734640 6177610600 2022-08-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERTA HERMAN MD ONE JOSLIN PLACE BOSTON MA 02215 29441292 0 X WWW.JOSLIN.ORG X 1984 MA PATIENT CARE 5 2 0 2 0 0 14922075 10231307 15979380 19209985 0 0 0 0 30901455 29441292 0 0 0 0 0 0 0 0 0 30901455 29441292 30901455 29441292 0 0 1449450 2738991 1449450 2738991 0 0 X PATIENT CARE 0 0 29441292 19209985 PATIENT CARE: JOSLIN CLINIC HAS TREATED PATIENTS SINCE ITS ESTABLISHMENT IN 1999. PATIENTS ARE TREATED ANNUALLY ON AN OUTPATIENT BASIS FOR SERVICES THAT INCLUDE ENDOCRINOLOGY, OPHTHALMOLOGY, NEPHROLOGY, PSYCHOSOCIAL SERVICES, NUTRITION, EXERCISE, PHYSIOLOGY AND OTHER. SEE THE COMMUNITY BENEFIT STATEMENT ON SCHEDULE O. 29441292 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 1 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X WAYNE SAVILLE 6173095742 ONE JOSLIN PLACE BOSTON MA 02215 ELIOT LURIER TREASURER/CFO/COO 1.00 39.00 X X 0 410861 52583 SANJEEV MEHTA VP, CHIEF MED INFO OFFICER & CQO 1.00 39.00 X X 0 228310 32746 ROBERTA HERMAN MD PRESIDENT & CHIEF EXECUTIVE OFFICER 1.00 39.00 X X 0 643492 35486 ANN LAGASSE TRUSTEE/CHAIR 1.00 2.00 X 0 0 0 STEFANY SHAHEEN TRUSTEE 2.00 2.00 X 0 0 0 MARIA BUCKLEY GENERAL COUNSEL 2.00 38.00 X 0 383440 48954 PETER S AMENTA MD FORMER PRESIDENT & CEO 0.00 0.00 X 0 270879 1648 ROBERT GABBAY MD PHD FORMER CMO & SR VP 0.00 0.00 X 0 238900 24061 0 2175882 195478 0 1 1 0 JOSLIN DIABETES CENTER INC ONE JOSLIN PLACE BOSTON MA 02215 MANAGEMENT SERVICES 21879008 1 10148775 82532 10231307 NET PATIENT CARE 621400 16602137 16602137 OFFSITE PATIENT CARE 900099 2607848 2607848 19209985 29441292 19209985 0 0 X 29441292 29441292 29441292 29441292 0 0 1297702 2555814 151748 183177 1449450 2738991 343118 226267 10038 29122 1096294 2483602 1449450 2738991 X 0 0 1449450 2738991 0 0 X 0 1 X 1 0 X X 1 JOSLIN DIABETES CENTER INC 042203836 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO JOSLIN DIABETES CENTER 2483602 2483602 X 29441292 0 29441292 0 29441292 29441292 0 29441292 0 29441292 PART X, LINE 2: BOTH JOSLIN AND THE CLINIC ARE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. JOSLIN AND THE CLINIC HAVE PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF THEIR RESPECTIVE TAX-EXEMPT STATUSES; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. JOSLIN AND THE CLINIC FOLLOW GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. BOTH JOSLIN AND THE CLINIC HAVE DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 0 0 0 0 0 0 0 0 ROBERTA HERMAN MD PRESIDENT & CHIEF EXECUTIVE OFFICER 0 641025 0 0 0 2467 0 0 0 35486 0 678978 0 0 ELIOT LURIER TREASURER/CFO/COO 0 405976 0 0 0 4885 0 21615 0 30968 0 463444 0 0 MARIA BUCKLEY GENERAL COUNSEL 0 379739 0 0 0 3701 0 21615 0 27339 0 432394 0 0 PETER S AMENTA MD FORMER PRESIDENT & CEO 0 32938 0 0 0 237941 0 1648 0 0 0 272527 0 0 ROBERT GABBAY MD PHD FORMER CMO & SR VP 0 195541 0 0 0 43359 0 12997 0 11064 0 262961 0 0 SANJEEV MEHTA VP, CHIEF MED INFO OFFICER & CQO 0 224104 0 3713 0 493 0 10564 0 22182 0 261056 0 0 PART I, LINE 3 THE CLINIC'S TOP MANAGEMENT OFFICIAL AND TOP FINANCIAL OFFICIAL ARE COMPENSATED THROUGH ITS RELATED ORGANIZATION, JOSLIN DIABETES CENTER. THE FOLLOWING IS THE DISCLOSURE AS PRESENTED ON THE JOSLIN DIABETES CENTER'S FORM 990 REGARDING COMPENSATION FOR THE TOP OFFICERS AND THE CEO: EXECUTIVE COMPENSATION INCLUDES THE CEO AND THE SENIOR LEADERSHIP TEAM. PAY FOR THE CEO IS DETERMINED BY THE BOARD. THE HUMAN RESOURCE DEPARTMENT PROVIDES SURVEY DATA AS REQUESTED. SENIOR LEADERSHIP TEAM PAY IS DETERMINED BY THE CEO WITH SURVEY DATA PROVIDED BY HR. EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD. IN ALL CASES, COMPENSATION IS DETERMINED BY INDEPENDENT PERSONS. INDIVIDUALS ARE PROHIBITED FROM ACTIVE PARTICIPATION IN ANY DECISIONS REGARDING THEIR OWN COMPENSATION. PART I, LINE 4A PETER S. AMENTA RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $182,853 DURING CALENDAR YEAR 2020. FORM 990, PART III, LINE 4A: COMMUNITY BENEFIT STATEMENT JOSLIN CLINIC IS PART OF JOSLIN DIABETES CENTER, THE WORLD'S LARGEST DIABETES RESEARCH AND CLINICAL CARE ORGANIZATION. JOSLIN IS DEDICATED TO ENSURING THAT PEOPLE WITH DIABETES LIVE LONG, HEALTHY LIVES AND OFFERS REAL HOPE AND PROGRESS TOWARD DIABETES PREVENTION AND A CURE. JOSLIN IS AN INDEPENDENT, NONPROFIT INSTITUTION AFFILIATED WITH HARVARD MEDICAL SCHOOL. OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. DIABETES IS A GLOBAL PANDEMIC DIABETES IS A DEVASTATING AND POTENTIALLY FATAL DISEASE THAT IS A GLOBAL PROBLEM. THE STATISTICS ARE SOBERING: THE NUMBER OF PEOPLE LIVING WITH DIABETES WORLDWIDE IS PREDICTED TO RISE TO 643 MILLION BY 2030 AND 783 MILLION BY 2045 ACCORDING TO THE 2021 INTERNATIONAL DIABETES FEDERATION (IDF) DIABETES ATLAS. THE ATLAS ALSO CITES THAT DIABETES IS RESPONSIBLE FOR 6.7 MILLION DEATHS IN 2021 - 1 EVERY 5 SECONDS. FULLY HALF OF PEOPLE WITH TYPE 2 DIABETES DON'T KNOW THEY HAVE IT, SO THEY AREN'T SEEKING MEDICAL HELP TO MANAGE THEIR CONDITION AND PREVENT POTENTIALLY FATAL COMPLICATIONS. DIABETES IN THE UNITED STATES ACCORDING TO THE U.S. CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC): DIABETES TOTAL: 37.3 MILLION PEOPLE HAVE DIABETES (11.3% OF THE US POPULATION) - DIAGNOSED: 28.7 MILLION PEOPLE, INCLUDING 28.5 MILLION ADULTS - UNDIAGNOSED: 8.5 MILLION PEOPLE (23.0% OF ADULTS ARE UNDIAGNOSED) PREDIABETES TOTAL: 96 MILLION PEOPLE AGED 18 YEARS OR OLDER HAVE PREDIABETES (38.0% OF THE ADULT US POPULATION) - 65 YEARS OR OLDER: 26.4 MILLION PEOPLE AGED 65 YEARS OR OLDER (48.8%) HAVE PREDIABETES DIABETES IS THE MOST EXPENSIVE CHRONIC CONDITION IN THE U.S.: - $1 OUT OF EVERY $4 IN US HEALTH CARE COSTS IS SPENT ON CARING FOR PEOPLE WITH DIABETES. - $237 BILLION IS SPENT EACH YEAR ON DIRECT MEDICAL COSTS AND ANOTHER $90 BILLION ON REDUCED PRODUCTIVITY - THE TOTAL ECONOMIC COST OF DIABETES ROSE 60% FROM 2007 TO 2017 - 61% OF DIABETES COSTS ARE FOR PEOPLE 65 YEARS OR OLDER, WHICH IS MAINLY PAID BY MEDICARE - 48% TO 64% OF LIFETIME MEDICAL COSTS FOR A PERSON WITH DIABETES ARE FOR COMPLICATIONS RELATED TO DIABETES, SUCH AS HEART DISEASE AND STROKE THE PERSONAL AND FINANCIAL IMPACT OF DIABETES DIABETES IS ASSOCIATED WITH AN INCREASED RISK FOR A NUMBER OF DEVASTATING COMPLICATIONS, INCLUDING HEART DISEASE AND STROKE, KIDNEY DISEASE, BLINDNESS AND AMPUTATIONS. OVERALL, THE RISK FOR DEATH AMONG PEOPLE WITH DIABETES IS ABOUT TWICE THAT OF PEOPLE WITHOUT DIABETES OF SIMILAR AGE. INCREASES IN BOTH TYPES 1 AND 2 DIABETES, AS WELL AS OBESITY, A PRECURSOR OF TYPE 2 DIABETES, ARE ALSO BEING OBSERVED IN CHILDREN AND ADOLESCENTS, PRESENTING FUTURE CHALLENGES TO THE HEALTHCARE SYSTEM. IN ADDITION TO THE HUMAN TOLL, THE FINANCIAL BURDEN ASSOCIATED WITH DIABETES IS STAGGERING. ACCORDING TO THE INTERNATIONAL DIABETES FEDERATION (IDF): - CURRENTLY EXPENDITURES DUE TO DIABETES REPRESENTS 11.5% OF TOTAL GLOBAL HEALTH SPENDING. - TOTAL DIABETES-RELATED HEALTH EXPENDITURES WILL REACH $1,027,600,000 IN USD BY 2030 GLOBALLY JOSLIN IS MEETING THE CHALLENGE OF THE DIABETES EPIDEMIC NO ONE KNOWS MORE ABOUT DIABETES THAN JOSLIN DIABETES CENTER. OUR GOAL IS TO IMPROVE THE EVERYDAY LIVES OF PEOPLE LIVING WITH DIABETES, AND OUR EXPERTISE AND RESEARCH CONTRIBUTE TO NEW TREATMENTS AND ADVANCED FINDINGS THAT COULD LEAD TO CURES FOR BOTH TYPE 1 AND TYPE 2 DIABETES AND THEIR COMPLICATIONS. THE BENEFITS OF OUR SOLE FOCUS ON DIABETES AND THIS LEVEL OF EXPERTISE AND ADVANCED RESEARCH ARE THREE-FOLD: 1. JOSLIN'S CLINICAL INSIGHTS LEAD TO NEW DISCOVERIES 2. JOSLIN'S RESEARCH DRIVES NEW TREATMENTS, AND REAL HOPE FOR A PERMANENT CURE 3. JOSLIN CLINICIANS OFFER THE LATEST MEDICATIONS, STRATEGIES AND TECHNOLOGIES TO IMPROVE THE LIVES OF PEOPLE WITH DIABETES JOSLIN DIABETES CENTER FACTS - ONE OF ONLY 18 FEDERALLY DESIGNATED DIABETES RESEARCH CENTERS IN THE U.S. - A PRINCIPAL TEACHING AFFILIATE OF HARVARD MEDICAL SCHOOL - FOUNDING CHAIR OF NATIONAL EYE INSTITUTE DIABETIC RETINOPATHY CLINICAL RESEARCH NETWORK - TOP RECOGNITION FROM THE NATIONAL CENTER FOR QUALITY ASSURANCE (NCQA) AS A PATIENT-CENTERED SPECIALTY PRACTICE JOSLIN HAS APPROXIMATELY 500 EMPLOYEES SUPPORTING TWO MAIN FUNCTIONS: - RESEARCH. CONDUCTING INNOVATIVE RESEARCH TO DEVELOP NEW TREATMENTS AND THERAPIES FOR THOSE LIVING WITH DIABETES, AND TO FIND A PERMANENT CURE FOR DIABETES AND ITS COMPLICATIONS. - PATIENT CARE. PROVIDING THE MOST ADVANCED CARE AVAILABLE TO 23,000 CHILDREN, ADOLESCENTS AND ADULTS WITH ALL FORMS OF DIABETES INCLUDING TYPE 1, TYPE 2 AND GESTATIONAL DIABETES. JOSLIN ALSO SERVES AS ONE OF THE MOST SIGNIFICANT ASSETS TO THE PATIENTS OF THE GREATER MEDICAL COMMUNITY IN BOSTON, A CITY REGARDED AS THE COUNTRY'S CENTER FOR ADVANCED MEDICAL CARE AND SCIENTIFIC RESEARCH. JOSLIN'S EDUCATIONAL DIABETES MANAGEMENT PROGRAMS AND CLINICAL CARE RESOURCES BENEFIT PATIENTS IN THE BOSTON METRO AREA, AS WELL AS THROUGHOUT NEW ENGLAND--WITH SOME PATIENTS COMING FROM STATES OUTSIDE NEW ENGLAND AND OTHER COUNTRIES. JOSLIN PATIENT CARE: LIVING LONG AND WELL WITH DIABETES JOSLIN HELPS ADULTS, ADOLESCENTS AND CHILDREN CHALLENGED WITH DIABETES TO LIVE LONG, HEALTHY LIVES, FREE OF COMPLICATIONS. ALL OF OUR PHYSICIANS, DIABETES EDUCATORS, AND SPECIALTY CLINICIANS ARE EXPERTS IN ALL FACETS OF DIABETES. OUR CLINIC HAS THE HIGHEST CONCENTRATION OF CERTIFIED DIABETES EDUCATORS NURSES, DIETITIANS, EXERCISE PHYSIOLOGISTS, NURSE PRACTITIONERS AND BEHAVIORAL HEALTH PROFESSIONALS THAN ANYWHERE ELSE IN THE WORLD. THEY PROVIDE: - PERSONALIZED CARE AND SUPPORT TO HELP PATIENTS AND THEIR FAMILIES MANAGE DIABETES - THE MOST ADVANCED TREATMENTS AND MODALITIES (I.E., INSULIN PUMPS, CONTINUOUS GLUCOSE MONITORS), NUTRITION GUIDANCE, PHYSICAL ACTIVITY AND ALL 15 CLASSES OF DIABETES MEDICATIONS - AGGRESSIVE PREVENTION AND MANAGEMENT OF COMPLICATIONS BECAUSE OF OUR CLINIC'S HOLISTIC APPROACH, CONSIDERING EVERY ASPECT OF OUR PATIENTS' CARE, JOSLIN HAS EXCELLENT CLINICAL QUALITY CARE METRICS ACHIEVING THE HIGHEST PERFORMANCE IN EVERY CATEGORY OF BOTH OUTCOME QUALITY MEASURES AND PROCESS QUALITY MEASURES: - JOSLIN OUTPERFORMS THE ADA BENCHMARK FOR ALL THREE OUTCOME QUALITY MEASURES A1C, BLOOD PRESSURE AND CHOLESTEROL - JOSLIN OUTPERFORMS THE ADA BENCHMARK FOR ALL FIVE PROCESS QUALITY MEASURES - JOSLIN ACHIEVES THE HEDIS 90TH PERCENTILE GOAL IN ALL OF SIX OF THE POSSIBLE CATEGORIES JOSLIN CLINIC RECOGNITIONS - THE AMERICAN DIABETES ASSOCIATION (ADA) RECOGNITION FOR MEETING THE NATIONAL STANDARDS FOR EXCELLENCE IN DIABETES EDUCATION. - THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA)'S TOP PATIENT-CENTERED SPECIALTY PRACTICE (PCSP) DESIGNATION - THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA)/AMERICAN DIABETES ASSOCIATION (ADA) DIABETES PHYSICIAN RECOGNITION PROGRAM FORM 990, PART III, LINE 4A JOSLIN RESEARCH: IMPACT THROUGH DISCOVERY IN TERMS OF DEDICATED DIABETES RESEARCH, NO INSTITUTION IS QUITE LIKE JOSLIN, WHERE RESEARCH IS DIRECTLY COUPLED WITH PATIENT CARE AND EDUCATION, BOTH OF WHICH FACILITATE IMPROVING THE LIVES OF PEOPLE WITH DIABETES. FROM UNDERSTANDING THE INTERFACE BETWEEN DIABETES AND GENETICS, TO THE ROLE OF INFLAMMATION IN DIABETES, TO DISCOVERIES IN BROWN FAT, THE APPROXIMATELY 300 SCIENTISTS AT JOSLIN ARE DEDICATED TO PURSUING INNOVATIVE PATHWAYS OF DISCOVERY TO PREVENT, TREAT AND CURE TYPE 1 AND TYPE 2 DIABETES AND THEIR COMPLICATIONS, WITH THE ULTIMATE GOAL OF A WORLD FREE FROM DIABETES. JOSLIN'S INVESTIGATORS ENGAGE IN LABORATORY AND CLINICAL RESEARCH, ADVANCING SCIENCE AT AN UNUSUALLY FAST PACE DUE TO JOSLIN'S UNIQUE MULTI-DISCIPLINARY, TEAM APPROACH. AT ANY GIVEN TIME THERE IS AN AVERAGE OF FIVE COLLABORATIONS AMONG PRINCIPAL INVESTIGATORS, RESULTING IN LONGITUDINAL RESEARCH ADVANCEMENTS AND PROGRESSION TOWARDS IMPROVING CARE AND FINDING A CURE. THESE COLLABORATIONS OFFER AN INCREDIBLY RICH SETTING IN WHICH TO WORK, AND OFTEN GIVE RISE TO IMPORTANT QUESTIONS THAT STIMULATE THINKING AND DRIVE PROGRESS TOWARD THE CURE AND PREVENTION OF DIABETES. HERE AT JOSLIN, INDEPENDENT THINKING AND CREATIVITY ARE VALUED AND SUPPORTED BECAUSE WE RECOGNIZE THESE ARE THE INGREDIENTS THAT LEAD TO GREATER UNDERSTANDING AND DISCOVERY. RESEARCHERS HAVE THE OPPORTUNITY TO EXCHANGE IDEAS AND CHALLENGE ONE ANOTHER IN A SETTING THAT NURTURES TEAMWORK AND ALLOWS FOR THE UNPREDICTABILITY OF RESEARCH. ONE OF ONLY 18 FEDERALLY DESIGNATED DIABETES RESEARCH CENTERS (DRCS) IN THE U.S., JOSLIN HAS BEEN FUNDED BY THE NIH/NIDDK SINCE THE LATE 1980'S. THE PRIMARY AIM OF THE JOSLIN DRC IS TO PROVIDE A FACILITATING FRAMEWORK FOR CONDUCTING MULTI-DISCIPLINARY BASIC AND CLINICAL RESEARCH AND TO ENCOURAGE THE SCIENTIFIC DEVELOPMENT OF YOUNG INVESTIGATORS. SPECIAL ATTENTION IS PAID TO FOSTERING RAPID TRANSLATION OF BASIC RESEARCH TO THE NEXT LEVEL, ACCOMPLISHED VIA THREE MAJOR PROGRAMS OF THE JOSLIN DRC: 1. CORE LABORATORIES WHICH PROVIDE SERVICES, REAGENTS, SPECIALIZED TECHNICAL EXPERTISE AND EDUCATION DIRECTED AT ENHANCING THE PRODUCTIVITY OF RESEARCH PROGRAMS. 2. PILOT AND FEASIBILITY PROJECTS THAT SUPPORT THE DEVELOPMENT OF NEW INVESTIGATORS AND ALLOW ESTABLISHED INVESTIGATORS TO EXPLORE NEW AREAS, AND STRENGTHEN BRIDGES TO SURROUNDING INSTITUTIONS. 3. THE ENRICHMENT PROGRAM WHICH PROVIDE A SERIES OF SEMINARS, WORKSHOPS AND VISITING PROFESSORS TO PROVIDE CONTINUING EDUCATION, STIMULATION, AND FOSTER COLLABORATIONS WITH EXTERNAL RESEARCH PROGRAMS. THIS EXTENSIVE RELATIONSHIP BETWEEN RESEARCH AND CLINICAL CARE WHICH IS CENTRAL TO JOSLIN'S APPROACH TO DIABETES HAS RESULTED IN THE MOST IMPORTANT HISTORICAL DISCOVERIES AND IMPROVEMENTS IN DIABETES CARE WORLDWIDE. THESE INCLUDE THE RECOGNITION THAT TIGHT BLOOD GLUCOSE CONTROL CAN SLOW OR PREVENT DIABETES COMPLICATIONS, CREATION OF TREATMENT PROTOCOLS TO ENABLE WOMEN WITH DIABETES TO HAVE HEALTHY BABIES, THE IDENTIFICATION OF MARKERS FOR PRE-DIABETES, AND PIONEERING LASER SURGERY AND ANTI-VEGF INJECTIONS FOR DIABETIC EYE DISEASE ALL DEVELOPED AT JOSLIN. OUR RESEARCH HAS AN IMPACT ON PEOPLE WITH DIABETES LOCALLY, NATIONALLY AND INTERNATIONALLY IN THE AREAS OF TYPE 1 DIABETES, TYPE 2 DIABETES AND DIABETES COMPLICATIONS. FOR EXAMPLE, INVESTIGATORS IN SEVERAL JOSLIN RESEARCH SECTIONS ARE EXPLORING THE COMPLEXITY OF DIABETES COMPLICATIONS, SUCH AS CARDIOVASCULAR, KIDNEY AND EYE DISEASE. WHERE ELSE COULD YOU FIND A DATABASE OF BIOLOGICAL AND PSYCHOLOGICAL DATA FROM PATIENTS WITH DIABETES, STRETCHING BACK DECADES? GENETICS RESEARCHERS AT JOSLIN ARE STUDYING WHAT CHANGES IN THE GENES MAKE PEOPLE WITH DIABETES SUSCEPTIBLE TO THESE COMPLICATIONS. OTHER INVESTIGATORS FOCUS ON THE IMPACT OF INSULIN ON BLOOD VESSELS. AND STILL OTHERS SPECIALIZE IN THE MOLECULAR MECHANISMS THAT LEAD TO LONG-TERM COMPLICATIONS. INCLUDED IN THE MANY AREAS OF SCIENTIFIC EXPLORATION IS PEDIATRIC RESEARCH. AT A BASIC RESEARCH LEVEL, WE ARE WORKING ON UNTANGLING THE COMPLEX COMBINATION OF GENES AND ENVIRONMENT WHICH RESULTS IN THE DESTRUCTION OF INSULIN-MAKING CELLS IN THE PANCREAS, THE CAUSE OF TYPE 1 DIABETES. WE ARE ALSO EXPLORING THE POTENTIAL OF STEM CELLS AND ISLET CELL TRANSPLANTATION. WE WANT TO UNDERSTAND TYPE 2 DIABETES BETTER AS WELL, AS IT IS INCREASING IN ALARMING NUMBERS AMONG CHILDREN AND TEENS. THERAPIES FOR TYPE 2 DIABETES ARE GEARED TO ADULTS, AS THIS WAS FORMERLY CONSIDERED JUST A DISEASE OF ADULTHOOD. IN ADDITION, JOSLIN IS PART OF THE BOSTON AUTOLOGOUS ISLET REPLACEMENT THERAPY PROGRAM (BAIRT), AN ACADEMIC AND INDUSTRY SPONSORED RESEARCH PROGRAM THAT LOOKS TO LINK A PATIENT'S OWN INSULIN PRODUCING CELLS TO CURE DIABETES. COMPLEMENTING OUR BASIC RESEARCH WORK IS OUR CLINICAL RESEARCH. THESE CLINICAL TRIALS OR HUMAN STUDIES EVALUATE PROMISING NEW DRUGS, THE IMPACT OF LIFESTYLE CHANGES SUCH AS WEIGHT LOSS AND INCREASED PHYSICAL ACTIVITY, AND MUCH MORE FOR ALL TYPES OF DIABETES. SHARING DIABETES EXPERTISE WITH THE WORLD JOSLIN SCIENTISTS KNOW THAT A RESEARCH BREAKTHROUGH CAN AFFECT THE HEALTH AND LIVES OF MILLIONS OF PEOPLE. AND SO CAN EDUCATION. SINCE 1987, JOSLIN HAS COMBINED ITS CLINICAL, RESEARCH AND EDUCATION INITIATIVES TO MEET THE EDUCATIONAL NEEDS OF DIABETES PATIENTS, PROVIDERS AND VENDORS AROUND THE WORLD. THROUGH JOSLIN'S EDUCATIONAL PROGRAMS, WE SEEK TO IMPROVE THE PUBLIC HEALTH AT LARGE. JOSLIN HAS ONE OF THE LARGEST DIABETES TRAINING PROGRAMS IN THE WORLD, EDUCATING 150 MD AND PHD RESEARCHERS ANNUALLY. THERE ARE COUNTLESS JOSLIN MD AND PHD ALUMNI WORKING AROUND THE WORLD. CLINICAL GUIDELINES. JOSLIN HAS DEVELOPED A NUMBER OF CLINICAL GUIDELINES TO HELP HEALTHCARE PROVIDERS, BOTH AT JOSLIN AND IN THE COMMUNITY, IMPROVE THE TREATMENT AND CARE OF INDIVIDUALS WITH DIABETES. THE GUIDELINES SERVE AS THE BASIS FOR ALL OF JOSLIN'S CLINICAL PROGRAMS, CARE PATHWAYS, PROFESSIONAL AND PATIENT EDUCATION PROGRAMS AND ENDURING SELF-MANAGEMENT MATERIALS AT JOSLIN IN BOSTON AND AT OUR AFFILIATE AND CARE ALLIANCE PARTNERS WORLDWIDE. THE GUIDELINES ARE FREE AND EASILY ACCESSED VIA THE JOSLIN WEBSITE. STRATEGIC INDUSTRY PARTNERSHIPS. JOSLIN'S GLOBAL STRATEGIC PARTNERS LEVERAGE JOSLIN DIABETES CENTER'S EXPERTISE IN RESEARCH AND CLINICAL CARE TO DELIVER NOVEL TREATMENTS AND TECHNOLOGIES TO THE DIABETES COMMUNITY. PARTNERSHIPS INCLUDE R&D STRATEGIC ALLIANCES IN DRUG DEVELOPMENT, DIAGNOSTICS, BIOMARKERS, DEVICE AND FOOD TECHNOLOGIES, AS WELL AS COLLABORATIONS THAT INTEGRATE NEW TECHNOLOGIES WITH CARE PRACTICES, OUTCOMES RESEARCH, AND PAYER STRATEGIES, AND HAVE WIDE GEOGRAPHIC IMPACT. PROFESSIONAL EDUCATION. WE KNOW THAT 90 PERCENT OF PEOPLE WITH DIABETES SEE THEIR PRIMARY CARE PROVIDERS (PCPS) FOR THEIR DIABETES CARE. WITH THE GOAL OF ENSURING THAT ALL PATIENTS WITH DIABETES GET THE BEST CARE POSSIBLE, WE PROVIDE EDUCATION AND CONTINUING MEDICAL EDUCATION (CME) AND CONTINUING EDUCATION (CE) CREDIT NOT JUST TO PCPS, BUT ALSO TO ALLIED HEALTH PROFESSIONALS, WHO ARE NOW THE PRIMARY PROVIDER OF DIABETES EDUCATION FOR PEOPLE WITH DIABETES. SINCE 2002, JOSLIN HAS REACHED MORE THAN 500,000 CLINICIANS WITH CME AND CE PROGRAMS. THROUGH THIS AUDIENCE, JOSLIN HAS ACHIEVED NATIONAL VISIBILITY AND A REPUTATION FOR EXCELLENCE. THESE EDUCATION PROGRAMS, BOTH DOMESTIC AND INTERNATIONAL, EMPOWER HEALTHCARE PROVIDERS TO MORE EFFECTIVELY SET THE STANDARDS OF DIABETES CARE FOR THEIR COMMUNITIES, PROVIDE OPTIMAL MANAGEMENT OF ALL DIABETES PATIENTS, IMPROVE HEALTHCARE OUTCOMES AND ENHANCE PATIENT QUALITY OF LIFE. FORM 990, PART III, LINE 4A PATIENT RESOURCES. JOSLIN DIABETES CENTER PROVIDES MANY INFORMATIONAL RESOURCES COVERING EVERY ASPECT OF DIABETES SELF-MANAGEMENT -- INCLUDING MEDICATIONS, NUTRITION, PHYSICAL ACTIVITY AND DIABETES COMPLICATIONS -- VIA OUR WWW.JOSLIN.ORG WEB SITE. ADDITIONALLY, INDIVIDUALS CAN SIGN UP TO RECEIVE NEWSLETTERS AND FOLLOW US ON THEIR FAVORITE SOCIAL MEDIA CHANNELS, INCLUDING FACEBOOK, TWITTER, LINKEDIN AND INSTAGRAM. JOSLIN'S YOUTUBE CHANNEL PROVIDES A RANGE OF EASILY ACCESSIBLE VIDEOS ON TOPICS RELATED TO DIABETES, DIABETES RESEARCH AND DIABETES CARE. CARE ALLIANCES. OUTSIDE OF THE BOSTON AREA, JOSLIN REACHES COUNTLESS NUMBERS OF PATIENTS THROUGH RELATIONSHIPS AND AFFILIATIONS WITH HEALTH CARE CENTERS, LOCATED THROUGHOUT THE U.S. AND IN FOREIGN LOCATIONS. HEALTHCARE ORGANIZATIONS AND PROVIDERS CAN LEVERAGE JOSLIN DIABETES CENTER'S EXPERTISE TO DESIGN AND IMPLEMENT COMPREHENSIVE DIABETES CARE TO MANAGE THEIR DIABETES PATIENTS. JOSLIN AFFILIATE AND CARE ALLIANCE PARTNERS CAN: - ESTABLISH BEST-IN-CLASS CLINICAL CARE PROGRAMS THAT SPAN ALL ASPECTS OF PATIENT-CENTERED DIABETES MANAGEMENT - APPLY A RANGE OF ANALYTICS THAT DEFINE RISK AMONG PATIENT POPULATIONS AND IMPLEMENT TARGETED CARE PROGRAMS IN DIABETES AND ITS COMPLICATIONS - BECOME A DIABETES CENTER OF EXCELLENCE WITH QUALITY, OUTCOMES AND COST-BASED METRICS IN SUMMARY, TAKEN ALL TOGETHER, JOSLIN'S HANDS-ON CARE AND INNOVATIVE RESEARCH PROGRAMS IMPROVE QUALITY OF CARE FOR MILLIONS OF PEOPLE AROUND THE WORLD. FORM 990, PART VI, SECTION A, LINE 2 ROBERTA HERMAN, M.D., ELIOT LURIER, MARIA BUCKLEY, AND SANJEEV MEHTA HAVE OR HAD A BUSINESS RELATIONSHIP. ROBERTA HERMAN, M.D. SERVES AS CEO AND PRESIDENT OF JOSLIN DIABETES CENTER INC. ELIOT LURIER SERVED AS CFO AND COO OF JOSLIN DIABETES CENTER INC. MARIA BUCKLEY SERVES AS GENERAL COUNSEL OF JOSLIN DIABETES CENTER INC. SANJEEV MEHTA SERVES AS VP, CHIEF MEDICAL INFORMATION OFFICER OF JOSLIN DIABETES CENTER INC. FORM 990, PART VI, SECTION A, LINE 3 PURSUANT TO A SERVICES AGREEMENT, JOSLIN DIABETES CENTER, INC. IS SUPERVISING, DIRECTING AND CONTROLLING THE DAY-TO-DAY BUSINESS ACTIVITIES, MANAGEMENT, ADMINISTRATION, AND OPERATION OF JOSLIN CLINIC, INC.'S BUSINESS AND ASSETS. JOSLIN CLINIC, INC. IS A SUPPORTING ORGANIZATION OF JOSLIN DIABETES CENTER, INC. FORM 990, PART VI, SECTION A, LINE 6 JOSLIN CLINIC, INC. HAS ONE CORPORATE MEMBER, JOSLIN DIABETES CENTER, INC. ("THE CENTER"). FORM 990, PART VI, SECTION A, LINE 7A JOSLIN CLINIC, INC. HAS ONE CORPORATE MEMBER, JOSLIN DIABETES CENTER, INC. ("THE CENTER"). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MEMBERS OF THE FISCAL SERVICES DEPARTMENT FOR COMPLETENESS AND ACCURACY. ONCE REVIEWED AND APPROVED BY FINANCE, A COPY OF THE FORM AS IT WILL BE FILED WITH THE INTERNAL REVENUE SERVICE IS REVIEWED AND DISCUSSED WITH THE AUDIT COMMITTEE OF THE BOARD, AND THEN SENT TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE GENERAL COUNSEL'S OFFICE DISTRIBUTES AN ANNUAL DISCLOSURE FORM TO ALL OFFICERS, TRUSTEES AND EMPLOYEES ANNUALLY. THE INFORMATION DISCLOSED IS REVIEWED BY THE GENERAL COUNSEL AND, IF A POTENTIAL CONFLICT EXISTS, BY THE COMMITTEE AS DEFINED BELOW. THE DISCLOSURE FORMS OF THE VICE PRESIDENTS WILL BE REVIEWED BY THE GENERAL COUNSEL AND THE PRESIDENT, THE DISCLOSURE FORM OF THE PRESIDENT WILL BE BE REVIEWED BY THE GENERAL COUNSEL AND THE CHAIR OF THE BOARD. IF A POTENTIAL CONFLICT IS FOUND TO EXIST, THE INDIVIDUAL SHALL REFRAIN FROM ACTIVE PARTICIPATION IN ANY DECISION CONCERNING THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT THE FISCAL SERVICES OFFICE AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THEY ARE ALSO AVAILABLE IN AN ELECTRONIC FORMAT UPON REQUEST. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE WHISTLEBLOWER POLICY ARE AVAILABLE FOR REVIEW AT THE OFFICE OF THE GENERAL COUNSEL OR IN AN ELECTRONIC FORMAT UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15A & 15B: JOSLIN CLINIC DOES NOT DIRECTLY COMPENSATE ITS CEO OR ANY OF ITS OTHER OFFICERS. COMPENSATION FOR THESE INDIVIDUALS IS SET BY THE JOSLIN DIABETES CENTER ("THE CENTER") FOLLOWING THE PROCEDURES OF THE CENTER AS OUTLINED BELOW: EXECUTIVE COMPENSATION INCLUDES THE CEO AND THE SENIOR LEADERSHIP TEAM. PAY FOR THE CEO IS DETERMINED BY THE BOARD. THE HUMAN RESOURCE DEPARTMENT PROVIDES SURVEY DATA AS REQUESTED. SENIOR LEADERSHIP TEAM PAY IS DETERMINED BY THE CEO WITH SURVEY DATA PROVIDED BY HR. EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD. IN ALL CASES, COMPENSATION IS DETERMINED BY INDEPENDENT PERSONS. INDIVIDUALS ARE PROHIBITED FROM ACTIVE PARTICIPATION IN ANY DECISIONS REGARDING THEIR OWN COMPENSATION. FORM 990, PART VI, SECTION B: EXISTENCE OF POLICIES THE CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND DOCUMENT RETENTION POLICY FOR THE JOSLIN DIABETES CENTER ARE IN EFFECT FOR, AND GOVERN, THE JOSLIN CLINIC. REGULAR AND CONSISTENT MONITORING AND ENFORCEMENT OF COMPLIANCE WITH THESE POLICIES ARE MANAGED BY THE JOSLIN DIABETES CENTER. FORM 990, PART IX, LINE 11G PATIENT CARE AND MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 21,879,008. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,879,008. SPACE LEASE COSTS: PROGRAM SERVICE EXPENSES 7,562,284. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,562,284. JOSLIN DIABETES CENTER INC ONE JOSLIN PLACE BOSTON MA 022155306 042203836 DIABETES RESEARCH FACILITY MA 501(C)(3) LINE 7 N/A 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0