JOSLIN DIABETES CENTER INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOSLIN DIABETES CENTER INC (EIN 04-2203836)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-10
- IRS object ID
- 202042239349300209
- Schema version
- 2018v3.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-10T08:42:25-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042203836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSLIN DIABETES CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSL | BusinessNameControlTxt |
| Phone | 6173092400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOSLIN PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022155306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIOT LURIER | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 6173092400 | PhoneNum |
| Signature | 2020-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2020-08-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-03 | IPDt |
| IP Tm | 15:14:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AAFE5242E44AA74A98A743050A15125E154A43A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERTA HERMAN MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOSLIN PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022155306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $81,261,318 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JOSLIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 648 | TotalEmployeeCnt |
| Total Volunteers | 213 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $55,435,185 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,866,710 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,819,240 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,465,936 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$355,794 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,435,690 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,426,449 | PYOtherRevenueAmt |
| CY Other Revenue | $1,432,367 | CYOtherRevenueAmt |
| PY Total Revenue | $98,325,080 | PYTotalRevenueAmt |
| CY Total Revenue | $80,200,703 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,867,612 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,418,645 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $54,897,616 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,023,927 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $413,305 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $490,517 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,266,914 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,604,739 | PYOtherExpensesAmt |
| CY Other Expenses | $28,780,996 | CYOtherExpensesAmt |
| PY Total Expenses | $91,783,272 | PYTotalExpensesAmt |
| CY Total Expenses | $94,714,085 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,541,808 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,513,382 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,902,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,544,681 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,034,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,789,345 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $108,867,829 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $93,755,336 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,023,167 | ExpenseAmt |
| Grant | $10,418,645 | GrantAmt |
| Revenue | $34,025,220 | RevenueAmt |
| Desc | PATIENT CARE: JOSLIN HAS TREATED THOUSANDS OF PATIENTS OVER ITS 100+ YEAR HISTORY. PATIENTS ARE SEEN IN THE JOSLIN CLINIC FOR SERVICES THAT INCLUDE ENDOCRINOLOGY, OPHTHALMOLOGY, NEPHROLOGY, PSYCHOSOCIAL SERVICES, NUTRITION, EXERCISE PHYSIOLOGY AND OTHERS. IN ADDITION, JOSLIN HAS A PROFESSIONAL EDUCATION PROGRAM WHICH EDUCATES PHYSICIANS WORLDWIDE ON JOSLIN TREATMENT METHODS FOR PATIENTS WITH DIABETES.SEE THE COMMUNITY BENEFIT STATEMENT ON SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,806,722 | ExpenseAmt |
| Revenue | $7,763,223 | RevenueAmt |
| Desc | RESEARCH: MILLIONS OF PEOPLE WITH DIABETES THROUGHOUT THE WORLD BENEFIT DIRECTLY FROM BASIC AND CLINICAL RESEARCH CONDUCTED AT THE CENTER. APPROXIMATELY 300 RESEARCHERS EMPLOYED AT THE JOSLIN DIABETES CENTER ARE WORKING ON VARIOUS ASPECTS OF DIABETES, SEARCHING FOR WAYS TO PREVENT AND TREAT DIABETES IN ALL ITS FORMS AND ULTIMATELY FIND A CURE FOR THE DISEASE.SEE THE COMMUNITY BENEFIT STATEMENT ON SCHEDULE O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $73,829,889 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 176 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 648 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE SAVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173095742 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOSLIN PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JESSICA HOPFIELD PH D | |||||||||
| TRUSTEE/CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TODD ABBRECHT | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL K DEVLIN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTA HERMAN MD | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH M JAMES | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED KEETON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN DACEY | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE M LAGASSE | |||||||||
| TRUSTEE | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN PASQUALINI | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES L PETERSON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEOFFREY S REHNERT | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR RUBENSTEIN MD MBBCH | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK E RUSSELL | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEFANY SHAHEEN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD A SMITH | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER S AMENTA MD | |||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 39.00 | 1.00 | Yes (X) | Yes (X) | $701,203 | $0 | $21,080 | ||
| ROBERT GABBAY MD PH D | |||||||||
| CHIEF MEDICAL OFFICER & SR. VP | 39.00 | 1.00 | Yes (X) | $464,586 | $0 | $50,054 | |||
| GEORGE L KING MD | |||||||||
| TRUSTEE/SR. VP/CHIEF SCIENCE OFFICER | 39.00 | 1.00 | Yes (X) | $372,096 | $0 | $50,949 | |||
| MARIA D BUCKLEY | |||||||||
| GENERAL COUNSEL | 38.00 | 2.00 | Yes (X) | $341,070 | $0 | $43,356 | |||
| ELIOT M LURIER | |||||||||
| TREASURER/CFO/COO | 39.00 | 1.00 | Yes (X) | $354,021 | $0 | $54,703 | |||
| RONALD C KAHN | |||||||||
| VICE CHAIRMAN/SECTION CHIEF, OBESITY | 40.00 | 0.00 | $394,607 | $0 | $44,884 | Yes (X) | |||
| LLOYD P AIELLO | |||||||||
| VICE PRESIDENT, OPHTHALMOLOGY | 40.00 | 0.00 | $354,742 | $0 | $53,993 | Yes (X) | |||
| JOHN A PERRY UNTIL 22219 | |||||||||
| VP, CHIEF PHILANTHROPY OFFICER | 40.00 | 0.00 | $329,199 | $0 | $42,321 | Yes (X) | |||
| PAUL G ARRIGG | |||||||||
| CHIEF VITREORETINAL SURGERY | 40.00 | 0.00 | $285,475 | $0 | $52,479 | Yes (X) | |||
| OSAMA HAMDY | |||||||||
| MED. DIR., OBESITY & INPATIENT | 40.00 | 0.00 | $309,803 | $0 | $52,481 | Yes (X) | |||
| GEORGE SHARUK | |||||||||
| OPHTHALMOLOGIST | 40.00 | 0.00 | $271,275 | $0 | $50,568 | Yes (X) | |||
| MARK WILLIAMS | |||||||||
| NEPHROLOGIST | 40.00 | 0.00 | $288,895 | $0 | $43,563 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,466,972 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $560,431 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 105 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REGENTS OF UNIV OF MN | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 554855957 | RESEARCH | $667,451 |
| COLLIERS INTERNATIONAL | |||||
| 160 FEDERAL STREET | BOSTON | MA | 02110 | FACILITIES MANAGEMENT | $664,199 |
| PLATFORMQ HEALTH EDUCATION LLC | |||||
| 100 CRESCENT RD | NEEDHAM | MA | 02494 | EDUCATION | $492,000 |
| PRESIDIO NETWORKED SOLUTIONS | |||||
| PO BOX 822169 | PHILADELPHIA | PA | 19182 | IT SUPPORT & MAINTENANCE | $211,506 |
| GRANT THORNTON LLP | |||||
| 75 STATE STREET 13TH FLOOR | BOSTON | MA | 02109 | AUDIT | $149,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $365,922 | FundraisingAmt |
| Government Grants | $24,057,498 | GovernmentGrantsAmt |
| All Other Contributions | $11,443,290 | AllOtherContributionsAmt |
| Noncash Contributions | $377,107 | NoncashContributionsAmt |
| Total Contributions | $35,866,710 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE AGREEMENT | 900099 | $29,991,380 | $29,991,380 |
| RESEARCH GRANTS | 900099 | $7,763,223 | $7,763,223 |
| ED. PROG./PUBLICATIONS | 900099 | $3,711,333 | $3,711,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,465,936 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $931,401 | TotalRevenueColumnAmt |
| Exclusion | $931,401 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $930,393 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $461,887 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $468,506 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $468,506 | TotalRevenueColumnAmt |
| Exclusion | $468,506 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $504,289 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $504,289 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $504,289 | TotalRevenueColumnAmt |
| Exclusion | $504,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,224,752 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $365,922 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $586,734 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $638,018 | TotalRevenueColumnAmt |
| Exclusion | $638,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $15,330 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $11,994 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,336 | TotalRevenueColumnAmt |
| Exclusion | $3,336 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $322,507 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $322,507 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $322,507 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,200,703 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,788,443 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,545,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,418,645 | TotalAmt |
| Program Services | $10,418,645 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,558,607 | TotalAmt |
| Program Services | $2,426,931 | ProgramServicesAmt |
| Management And General | $2,131,676 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,974,893 | TotalAmt |
| Program Services | $34,229,898 | ProgramServicesAmt |
| Management And General | $4,087,712 | ManagementAndGeneralAmt |
| Fundraising | $1,657,283 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816,538 | TotalAmt |
| Program Services | $1,495,246 | ProgramServicesAmt |
| Management And General | $253,691 | ManagementAndGeneralAmt |
| Fundraising | $67,601 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,966,533 | TotalAmt |
| Program Services | $4,911,228 | ProgramServicesAmt |
| Management And General | $833,265 | ManagementAndGeneralAmt |
| Fundraising | $222,040 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,707,356 | TotalAmt |
| Program Services | $2,228,504 | ProgramServicesAmt |
| Management And General | $378,100 | ManagementAndGeneralAmt |
| Fundraising | $100,752 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,772 | TotalAmt |
| Management And General | $233,772 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,730 | TotalAmt |
| Management And General | $196,730 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,517 | TotalAmt |
| Fundraising | $490,517 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,415 | TotalAmt |
| Management And General | $412,415 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,008,226 | TotalAmt |
| Program Services | $4,169,599 | ProgramServicesAmt |
| Management And General | $5,508,253 | ManagementAndGeneralAmt |
| Fundraising | $330,374 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,353 | TotalAmt |
| Program Services | $219 | ProgramServicesAmt |
| Management And General | $672 | ManagementAndGeneralAmt |
| Fundraising | $2,462 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816,508 | TotalAmt |
| Program Services | $1,212,553 | ProgramServicesAmt |
| Management And General | $510,557 | ManagementAndGeneralAmt |
| Fundraising | $93,398 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,443 | TotalAmt |
| Program Services | $61,451 | ProgramServicesAmt |
| Management And General | $341,488 | ManagementAndGeneralAmt |
| Fundraising | $9,504 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,473,926 | TotalAmt |
| Program Services | $1,467,363 | ProgramServicesAmt |
| Management And General | $971,160 | ManagementAndGeneralAmt |
| Fundraising | $35,403 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $915,182 | TotalAmt |
| Program Services | $774,964 | ProgramServicesAmt |
| Management And General | $72,906 | ManagementAndGeneralAmt |
| Fundraising | $67,312 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,364 | TotalAmt |
| Program Services | $309,541 | ProgramServicesAmt |
| Management And General | $31,287 | ManagementAndGeneralAmt |
| Fundraising | $12,536 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,596 | TotalAmt |
| Management And General | $29,596 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,822,320 | TotalAmt |
| Program Services | $1,674,006 | ProgramServicesAmt |
| Management And General | $1,107,925 | ManagementAndGeneralAmt |
| Fundraising | $40,389 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,701 | TotalAmt |
| Program Services | $296,149 | ProgramServicesAmt |
| Management And General | $366,552 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $7,868,944 | $7,786,092 | $63,848 | $19,004 |
| POSTAGE & SHIPPING | $217,036 | $53,083 | $82,434 | $81,519 |
| EQUIP. RENTAL & MAINT. | $213,862 | $213,862 | ||
| PRINTING & PUBLICATIONS | $140,618 | $100,555 | $3,243 | $36,820 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,714,085 | TotalAmt |
| Program Services | $73,829,889 | ProgramServicesAmt |
| Management And General | $17,617,282 | ManagementAndGeneralAmt |
| Fundraising | $3,266,914 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,038,320 | BOYAmt |
| EOY | $2,674,574 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,514,449 | BOYAmt |
| EOY | $9,866,453 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,902,733 | BOYAmt |
| EOY | $5,043,749 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,566,384 | BOYAmt |
| EOY | $964,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,025,845 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,841,966 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,168,156 | BOYAmt |
| EOY | $19,183,879 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,960,583 | BOYAmt |
| EOY | $37,180,240 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,249,194 | BOYAmt |
| EOY | $36,371,050 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,502,832 | BOYAmt |
| EOY | $5,260,043 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,902,651 | BOYAmt |
| EOY | $116,544,681 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,920,507 | BOYAmt |
| EOY | $12,926,830 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,865,843 | BOYAmt |
| EOY | $3,373,787 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,248,472 | BOYAmt |
| EOY | $6,488,728 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,034,822 | BOYAmt |
| EOY | $22,789,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,137,630 | BOYAmt |
| EOY | $4,443,605 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,730,199 | BOYAmt |
| EOY | $89,311,731 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,867,829 | BOYAmt |
| EOY | $93,755,336 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,902,651 | BOYAmt |
| EOY | $116,544,681 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$14,513,382 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$599,111 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,993,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,370,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,232,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,435,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,866,710 | CurrentTaxYearAmt |
| Total | $211,898,692 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,993,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,370,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,232,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,435,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,866,710 | CurrentTaxYearAmt |
| Total | $211,898,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,527,530 | SubstantialContributorsTotAmt |
| Public Support Total170 | $196,371,162 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,496,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,244,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,264,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $779,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,861,794 | CurrentTaxYearAmt |
| Total | $6,647,162 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,070,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,079,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,131,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,625,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,240,082 | CurrentTaxYearAmt |
| Total | $6,146,140 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $224,691,994 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $214,765,122 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,999,746 | BeginningYearBalanceAmt |
| Contributions | $231,042 | ContributionsAmt |
| Investment Earnings Or Losses | $653,424 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,626,144 | OtherExpendituresAmt |
| End Year Balance | $71,258,068 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,542,370 | BeginningYearBalanceAmt |
| Contributions | $2,381,611 | ContributionsAmt |
| Investment Earnings Or Losses | $5,478,515 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,402,750 | OtherExpendituresAmt |
| End Year Balance | $73,999,746 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,979,530 | BeginningYearBalanceAmt |
| Contributions | $2,852,680 | ContributionsAmt |
| Investment Earnings Or Losses | $7,748,253 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,038,093 | OtherExpendituresAmt |
| End Year Balance | $69,542,370 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,113,982 | BeginningYearBalanceAmt |
| Contributions | $414,832 | ContributionsAmt |
| Investment Earnings Or Losses | $3,701,938 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,251,222 | OtherExpendituresAmt |
| End Year Balance | $62,979,530 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,526,706 | BeginningYearBalanceAmt |
| Contributions | $120,299 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,156,465 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,376,558 | OtherExpendituresAmt |
| End Year Balance | $62,113,982 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68050 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31950 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,067,063 | OtherCostOrOtherBasisAmt |
| Book Value | $1,067,063 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,151,627 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,564,648 | DepreciationAmt |
| Book Value | $12,586,979 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,807,155 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,277,318 | DepreciationAmt |
| Book Value | $5,529,837 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,183,879 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIP INVESTMENTS | Desc |
| Book Value | $36,371,050 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $36,371,050 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AMOUNTS HELD AS AGENT | $3,120,196 |
| REINSURANCE RECOVERIES | $1,970,000 |
| LINE OF CREDIT | $1,200,000 |
| OTHER LIABILITIES | $198,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,488,728 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $79,433,963 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$599,111 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,060,615 | OtherRevenueAmt |
| Revenue Not Reported | $461,504 | RevenueNotReportedAmt |
| Revenue Subtotal | $78,972,459 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,228,244 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,228,244 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $80,200,703 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $94,546,456 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,060,615 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,060,615 | ExpensesNotReportedAmt |
| Expenses Subtotal | $93,485,841 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,228,244 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,228,244 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $94,714,085 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE TO BE USED FOR THE PURPOSE DESIGNATED BY EACH INDIVIDUAL DONOR. THESE FUNCTIONS INCLUDE GENERAL USE FUNDS, CLINIC SUPPORT FUNDS, AND RESEARCH SUPPORT FUNDS. |
| PART X, LINE 2: | BOTH JOSLIN AND THE CLINIC ARE EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3) (THE CODE), 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 461,887. FUNDRAISING EXPENSES 586,734. GAMING EXPENSES 11,994. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET ASSETS RELEASED DESIGNATED FOR CLINIC SPENDING 1,228,244. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 461,887. FUNDRAISING EXPENSES 586,734. GAMING EXPENSES 11,994. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NET ASSETS RELEASED DESIGNATED FOR CLINIC SPENDING 1,228,244. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $3,837,969 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,837,969 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,837,969 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVINCI DIRECT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 CORDAGE PARK CIRCLE | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $632,376 | GrossReceiptsAmt |
| Retained By Contractor | $490,517 | RetainedByContractorAmt |
| Net To Organization | $141,859 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $632,376 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $490,517 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $141,859 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HIGH HOPES GALA | Event1Nm |
| Gross Receipts Event1 | $1,300,652 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $282,999 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $1,017,653 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $42,688 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $105,480 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $168,493 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $130,680 | OtherDirectExpensesEvent1Amt |
| Event2 | A TASTE OF GINGER | Event2Nm |
| Gross Receipts Event2 | $224,087 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $58,711 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $165,376 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $47,490 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $10,060 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $28,990 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $65,935 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $24,212 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $41,723 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $22,680 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $21,899 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,774 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,590,674 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $365,922 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,224,752 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $65,368 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $174,869 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $179,053 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $167,444 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $586,734 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $638,018 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $15,330 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $3,200 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $8,794 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $15,330 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $3,200 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $8,794 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $11,994 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $3,336 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | WAYNE SAVILLE | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOSLIN PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022155306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | JOHN PERRY | GamingManagerPersonNm |
| Gaming Manager Services Prov | JOHN PERRY SERVED AS CHIEF PHILANTHROPHY OFFICER. AS SUCH, IN ADDITION TO OTHER DUTIES, HE OVERSAW RAFFLE ACTIVITIES. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSLIN CLINIC INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOSLIN PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 222984590 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,418,645 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Purpose Of Grant | DEFICIT CONTRIBUTION AND DESIGNATED SPENDING | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE JOSLIN DIABETES CENTER PROVIDES MANAGEMENT SERVICES AND SPACE TO THE JOSLIN CLINIC TO PROVIDE PATIENT CARE CONSISTENT WITH THE MISSION OF THE CENTER. AS PART OF THESE SERVICES, ALL EXPENDITURES ARE REVIEWED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER S AMENTA MD | ||||||||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | $694,472 | $0 | $0 | $0 | $6,731 | $0 | $21,080 | $0 | $0 | $0 | $722,283 | $0 | $0 | $0 |
| ROBERT GABBAY MD PH D | ||||||||||||||
| CHIEF MEDICAL OFFICER & SR. VP | $457,257 | $0 | $3,765 | $0 | $3,564 | $0 | $21,080 | $0 | $28,974 | $0 | $514,640 | $0 | $0 | $0 |
| GEORGE L KING MD | ||||||||||||||
| TRUSTEE/SR. VP/CHIEF SCIENCE OFFICER | $364,098 | $0 | $0 | $0 | $7,998 | $0 | $21,080 | $0 | $29,869 | $0 | $423,045 | $0 | $0 | $0 |
| MARIA D BUCKLEY | ||||||||||||||
| GENERAL COUNSEL | $337,506 | $0 | $0 | $0 | $3,564 | $0 | $21,080 | $0 | $22,276 | $0 | $384,426 | $0 | $0 | $0 |
| ELIOT M LURIER | ||||||||||||||
| TREASURER/CFO/COO | $349,365 | $0 | $0 | $0 | $4,656 | $0 | $21,080 | $0 | $33,623 | $0 | $408,724 | $0 | $0 | $0 |
| RONALD C KAHN | ||||||||||||||
| VICE CHAIRMAN/SECTION CHIEF, OBESITY | $389,663 | $0 | $0 | $0 | $4,944 | $0 | $21,080 | $0 | $23,804 | $0 | $439,491 | $0 | $0 | $0 |
| LLOYD P AIELLO | ||||||||||||||
| VICE PRESIDENT, OPHTHALMOLOGY | $351,280 | $0 | $0 | $0 | $3,462 | $0 | $21,080 | $0 | $32,913 | $0 | $408,735 | $0 | $0 | $0 |
| JOHN A PERRY UNTIL 22219 | ||||||||||||||
| VP, CHIEF PHILANTHROPY OFFICER | $326,918 | $0 | $0 | $0 | $2,281 | $0 | $19,817 | $0 | $22,504 | $0 | $371,520 | $0 | $0 | $0 |
| PAUL G ARRIGG | ||||||||||||||
| CHIEF VITREORETINAL SURGERY | $281,911 | $0 | $0 | $0 | $3,564 | $0 | $21,066 | $0 | $31,413 | $0 | $337,954 | $0 | $0 | $0 |
| OSAMA HAMDY | ||||||||||||||
| MED. DIR., OBESITY & INPATIENT | $221,214 | $0 | $85,579 | $0 | $3,010 | $0 | $21,068 | $0 | $31,413 | $0 | $362,284 | $0 | $0 | $0 |
| GEORGE SHARUK | ||||||||||||||
| OPHTHALMOLOGIST | $260,996 | $0 | $3,548 | $0 | $6,731 | $0 | $20,699 | $0 | $29,869 | $0 | $321,843 | $0 | $0 | $0 |
| MARK WILLIAMS | ||||||||||||||
| NEPHROLOGIST | $204,209 | $0 | $79,123 | $0 | $5,563 | $0 | $21,059 | $0 | $22,504 | $0 | $332,458 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTI GABBAY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | WIFE OF TRUSTEE/SR. VP | RelationshipDescriptionTxt |
| Transaction | $108,104 | TransactionAmt |
| Transaction | COMPENSATION FOR SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $190,920 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE AT RECEIPT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 147 | ContributionCnt |
| Noncash Contributions Rpt F990 | $186,187 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONATED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | THE ORGANIZATION USES VOLUNTEER COMMITTEES FOR EVENTS THAT SOLICIT OTHER PARTIES TO OBTAIN AUCTION ITEMS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A & B: | 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. AS AN INDEPENDENT, NON-PROFIT 501(C)(3) HEALTHCARE ORGANIZATION IN BOSTON, MASSACHUSETTS, WE DEPEND ON COMMUNITY EFFORTS AND THE GENEROSITY OF OUR DONORS TO SUPPORT THE CLINICAL CARE AND RESEARCH THAT WILL ENABLE A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. 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 WILL INCREASE FROM 425 MILLION IN 2017 TO 629 MILLION IN 2045, ACCORDING TO THE 2017 INTERNATIONAL DIABETES FEDERATION (IDF) DIABETES ATLAS. 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. EVERY SEVEN SECONDS AROUND THE WORLD, SOMEONE DIES FROM DIABETES. DIABETES IN THE UNITED STATES - MORE THAN 50 MILLION AMERICANS ARE LIVING WITH DIABETES TODAY - BY 2045, AS MANY AS 73 MILLION AMERICAN ADULTS WILL HAVE DIABETES IF PRESENT TRENDS CONTINUE COMPARED TO THEIR COUNTERPARTS WITHOUT DIABETES, ADULTS WITH DIABETES IN THE U.S: - ADULTS WITH DIABETES SPEND AN AVERAGE OF $16,750 PER YEAR ON MEDICAL COSTS OF WHICH $9,600 OR 57% IS ATTRIBUTED TO DIABETES. THIS RESULTS IN A SPEND OF 2.3 TIMES MORE ON MEDICAL COSTS EACH YEAR. - HAVE A 50% HIGHER RISK OF DEATH RESULTING IN MORE THAN 378,000 DEATHS IN 2017. 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 AMERICAN DIABETES ASSOCIATION, THE TOTAL COST OF DIAGNOSED DIABETES IN THE U.S. IN 2017 WAS $327 BILLION - A 26% INCREASE OVER 2012. OF THAT $327 BILLION: - $237 BILLION (72% OF TOTAL COST) WAS DIRECT MEDICAL COST, INCLUDING HOSPITAL AND EMERGENCY CARE, OFFICE VISITS AND MEDICATION - $90 BILLION (28% OF TOTAL COSTS) WAS THE COST OF REDUCED AND LOST PRODUCTIVITY FROM ABSENTEEISM, UNEMPLOYMENT AND DEATH JOSLIN IS MEETING THE CHALLENGE OF THE DIABETES EPIDEMIC NO ONE KNOWS MORE ABOUT DIABETES THAN JOSLIN DIABETES CENTER. OUR EXPERTISE NOT ONLY CONTRIBUTES TO NEW TREATMENTS AND CURES FOR BOTH TYPE 1 AND TYPE 2 DIABETES AND THEIR COMPLICATIONS, BUT ALSO IMPROVES THE LIVES OF PEOPLE LIVING WITH DIABETES. THE BENEFITS OF THIS FOCUS AND EXPERTISE 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 11 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 FOUNDED IN 1898 BY ELLIOTT P. JOSLIN, M.D., JOSLIN TODAY HAS NEARLY 500 EMPLOYEES SERVING TWO MAIN FUNCTIONS: - RESEARCH. CONDUCTING INNOVATIVE RESEARCH ON DIABETES TO FIND NEW TREATMENTS AND THERAPIES FOR THOSE LIVING WITH DIABETES AND TO FIND A PERMANENT CURE FOR DIABETES - PATIENT CARE. PROVIDING CUTTING-EDGE CARE TO 21,000 CHILDREN, ADOLESCENTS AND ADULTS WITH TYPE 1 AND TYPE 2 DIABETES JOSLIN IS ONE OF THE MOST SIGNIFICANT ASSETS TO THE PATIENT AND MEDICAL COMMUNITY IN BOSTON, A CITY REGARDED AS THE COUNTRY'S PREEMINENT MEDICAL CENTER. JOSLIN'S INVALUABLE EDUCATIONAL PROGRAMS AND CARE RESOURCES BENEFIT PATIENTS IN THE SURROUNDING NEIGHBORHOOD, THE CITY OF BOSTON AND THE NEW ENGLAND REGION. JOSLIN PATIENT CARE: LIVING LONG AND WELL WITH DIABETES JOSLIN HELPS ADULTS, ADOLESCENTS AND CHILDREN CHALLENGED WITH TYPE 1 AND TYPE 2 DIABETES TO LIVE LONG, HEALTHY LIVES, FREE OF COMPLICATIONS. ALL OF OUR PHYSICIANS, DIABETES EDUCATORS, AND SPECIALTY CLINICIANS ARE EXPERT IN ALL FACETS OF DIABETES. OUR CLINIC HAS THE HIGHEST CONCENTRATION OF CERTIFIED DIABETES EDUCATORS - NURSES, DIETITIANS, EXERCISE PHYSIOLOGISTS, NURSE PRACTITIONERS AND MENTAL HEALTH PROFESSIONALS THAN ANYWHERE ELSE IN THE WORLD. OUR WORLD-RENOWNED ENDOCRINOLOGISTS, CERTIFIED DIABETES EDUCATORS, NUTRITIONISTS, EXERCISE PHYSIOLOGISTS AND OTHER CLINICAL SPECIALISTS PROVIDE: - PERSONALIZED CARE AND SUPPORT TO HELP PATIENTS AND THEIR FAMILIES MANAGE THEIR DIABETES - STATE-OF-THE-ART MEDICAL CARE, WITH EXPERTISE IN TECHNOLOGY (I.E., PUMPS, CONTINUOUS GLUCOSE MONITORS), NUTRITION, PHYSICAL ACTIVITY AND ALL 15 CLASSES OF DIABETES MEDICATIONS - AGGRESSIVE PREVENTION AND MANAGEMENT OF COMPLICATIONS BECAUSE OF OUR CLINIC'S SINGLE-MINDED FOCUS ON CUTTING-EDGE CARE, JOSLIN HAS EXCELLENT CLINICAL QUALITY CARE METRICS OUTPERFORMING 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) 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. - THE HEART/STROKE RECOGNITION PROGRAM THROUGH THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE AND THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION FOR SUPERIOR CARDIOVASCULAR/STROKE CARE. JOSLIN RESEARCH: IMPACT THROUGH DISCOVERY IN TERMS OF DEDICATED DIABETES RESEARCH, NO INSTITUTION IS QUITE LIKE JOSLIN, WHERE RESEARCH IS DIRECTLY COUPLED TO PATIENT CARE AND EDUCATION, WHICH FACILITATES 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 250 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 ARE FIVE COLLABORATIONS-ON AVERAGE-BETWEEN PRINCIPAL INVESTIGATORS, RESULTING IN LONGITUDINAL RESEARCH ADVANCEMENTS AND PROGRESSION TOWARDS IMPROVING CARE AND FINDING A CURE. |
| FORM 990, PART III, LINE 4A | THESE TYPES OF 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. THE SCIENTIFIC PROCESS REQUIRES A MULTI-DISCIPLINARY TEAM APPROACH LIKE THE ONE FOUND AT JOSLIN DIABETES CENTER. ONE OF ONLY 11 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. THIS INCLUDES 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 AUTOLOGUS 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 M.D. AND PH.D. RESEARCHERS ANNUALLY. THERE ARE COUNTLESS JOSLIN M.D. AND PH.D. 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 WEB SITE. STRATEGIC INDUSTRY PARTNERSHIPS. JOSLIN 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 CME/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 PROGRAMS 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. 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 THE "SPEAKING OF DIABETES" NEWSLETTER AND/OR THE JOSLIN DIABETES BLOG, AND FOLLOW US ON THEIR FAVORITE SOCIAL MEDIA CHANNEL, 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. A WIDE RANGE OF BOOKS, COOKBOOKS, VIDEOTAPES, ONLINE SERVICES AND OTHER EDUCATIONAL MATERIALS FOR PEOPLE WITH BOTH TYPE 1 DIABETES AND TYPE 2 DIABETES AND THE PHYSICIANS AND ALLIED HEALTH PROVIDERS WHO CARE FOR THEM ARE AVAILABLE FOR PURCHASE FROM JOSLIN. 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 |
| FORM 990, PART III, LINE 4A | 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 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 WILL BE REVIEWED AND DISCUSSED WITH THE AUDIT COMMITTEE OF THE BOARD, AND THEN E-MAILED 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. THE INFORMATION DISCLOSED IS REVIEWED BY THE GENERAL COUNSEL AND IF A POTENTIAL CONFLICT EXISTS THE INDIVIDUAL SHALL REFRAIN FROM ACTIVE PARTICIPATION IN ANY DECISIONS CONCERNING THE MATTER. REVIEWS ARE CONDUCTED 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 REVIEWED BY THE GENERAL COUNSEL AND THE CHAIR OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | 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 C, LINE 19 | THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT THE FISCAL SERVICES OFFICE AND ON 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, LINE 9: | PETER AMENTA 2 CARTWRIGHT DRIVE, WEST WEST WINDSOR, NJ 08550 JOHN PERRY 3972 TATTON PARK LEXINGTON, KY 40515 |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES FEES: PROGRAM SERVICE EXPENSES 4,169,599. MANAGEMENT AND GENERAL EXPENSES 5,508,253. FUNDRAISING EXPENSES 330,374. TOTAL EXPENSES 10,008,226. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSLIN CLINIC INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOSLIN PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022155306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222984590 | EIN |
| Primary Activities | DIABETES CLINIC | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSLIN DIABETES CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (5) | ||||
| TRUST | MA | N/A | T | Yes (1) |
| POOLED INCOME FUND (1) | ||||
| TRUST | MA | N/A | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JOSLIN CLINIC INC | ||
| B | $10,418,645 | BOOK VALUE |
| JOSLIN CLINIC INC | ||
| J | $6,134,643 | BOOK VALUE |
| JOSLIN CLINIC INC | ||
| L | $23,856,737 | BOOK VALUE |
| JOSLIN CLINIC INC | ||
| D | $1,984,805 | BOOK VALUE |