2020-08-10T08:42:25-05:00 2019-09-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2018-10-01 042203836 JOSLIN DIABETES CENTER INC JOSL 6173092400 ONE JOSLIN PLACE BOSTON MA 022155306 ELIOT LURIER CFO/COO 6173092400 2020-08-03 1 CRAIG KLEIN P00734640 6177610600 2020-08-03 207.172.72.163 2020-08-03 15:14:22 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AAFE5242E44AA74A98A743050A15125E154A43A4 2018 2020-09-23 17:36:50Z ROBERTA HERMAN MD ONE JOSLIN PLACE BOSTON MA 022155306 81261318 0 X WWW.JOSLIN.ORG X 1950 MA OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. 18 15 648 213 0 0 55435185 35866710 40819240 41465936 -355794 1435690 2426449 1432367 98325080 80200703 9867612 10418645 0 0 54897616 55023927 413305 490517 3266914 26604739 28780996 91783272 94714085 6541808 -14513382 129902651 116544681 21034822 22789345 108867829 93755336 X OUR MISSION IS TO PREVENT, TREAT AND CURE DIABETES. OUR VISION IS A WORLD FREE OF DIABETES AND ITS COMPLICATIONS. 0 0 35023167 10418645 34025220 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. 38806722 7763223 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. 73829889 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 176 0 1 648 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 15 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 MA AL AK AZ CA CT GA IL KS KY ME MD MI MS NH NJ NM NY NC OH OK OR PA RI SC TN UT WA WV VA WI CO HI MN MO ND AR X X X WAYNE SAVILLE 6173095742 ONE JOSLIN PLACE BOSTON MA 02215 JESSICA HOPFIELD PH D TRUSTEE/CHAIR 2.00 0.00 X X 0 0 0 TODD ABBRECHT TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL K DEVLIN TRUSTEE 2.00 0.00 X 0 0 0 ROBERTA HERMAN MD TRUSTEE 2.00 0.00 X 0 0 0 RALPH M JAMES TRUSTEE 2.00 0.00 X 0 0 0 FRED KEETON TRUSTEE 2.00 0.00 X 0 0 0 SUSAN DACEY TRUSTEE 2.00 0.00 X 0 0 0 ANNE M LAGASSE TRUSTEE 2.00 1.00 X 0 0 0 MARTIN PASQUALINI TRUSTEE 2.00 0.00 X 0 0 0 JAMES L PETERSON TRUSTEE 2.00 0.00 X 0 0 0 GEOFFREY S REHNERT TRUSTEE 2.00 0.00 X 0 0 0 ARTHUR RUBENSTEIN MD MBBCH TRUSTEE 2.00 0.00 X 0 0 0 MARK E RUSSELL TRUSTEE 2.00 0.00 X 0 0 0 STEFANY SHAHEEN TRUSTEE 2.00 0.00 X 0 0 0 RICHARD A SMITH TRUSTEE 2.00 0.00 X 0 0 0 PETER S AMENTA MD PRESIDENT & CHIEF EXECUTIVE OFFICER 39.00 1.00 X X 701203 0 21080 ROBERT GABBAY MD PH D CHIEF MEDICAL OFFICER & SR. VP 39.00 1.00 X 464586 0 50054 GEORGE L KING MD TRUSTEE/SR. VP/CHIEF SCIENCE OFFICER 39.00 1.00 X 372096 0 50949 MARIA D BUCKLEY GENERAL COUNSEL 38.00 2.00 X 341070 0 43356 ELIOT M LURIER TREASURER/CFO/COO 39.00 1.00 X 354021 0 54703 RONALD C KAHN VICE CHAIRMAN/SECTION CHIEF, OBESITY 40.00 0.00 X 394607 0 44884 LLOYD P AIELLO VICE PRESIDENT, OPHTHALMOLOGY 40.00 0.00 X 354742 0 53993 JOHN A PERRY UNTIL 22219 VP, CHIEF PHILANTHROPY OFFICER 40.00 0.00 X 329199 0 42321 PAUL G ARRIGG CHIEF VITREORETINAL SURGERY 40.00 0.00 X 285475 0 52479 OSAMA HAMDY MED. 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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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 3837969 0 0 0 0 0 0 3837969 0 3837969 0 0 1 1 0 0 X X X X X X X 1 DAVINCI DIRECT INC 36 CORDAGE PARK CIRCLE PLYMOUTH MA 02360 DIRECT MAIL 0 632376 490517 141859 632376 490517 141859 AL AR AZ CA CO CT GA HI IL KS KY ME MD MA MI MN MS MO MT NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI HIGH HOPES GALA 1300652 282999 1017653 42688 105480 168493 130680 A TASTE OF GINGER 224087 58711 165376 47490 10060 28990 1 65935 24212 41723 22680 21899 500 7774 1590674 365922 1224752 65368 174869 179053 167444 586734 638018 15330 3200 8794 0 15330 3200 8794 11994 3336 MA 1 0 1 0 0.00000 1.00000 WAYNE SAVILLE ONE JOSLIN PLACE BOSTON MA 022155306 0 JOHN PERRY JOHN PERRY SERVED AS CHIEF PHILANTHROPHY OFFICER. AS SUCH, IN ADDITION TO OTHER DUTIES, HE OVERSAW RAFFLE ACTIVITIES. X 0 1 JOSLIN CLINIC INC ONE JOSLIN PLACE BOSTON MA 02115 222984590 501(C)(3) 10418645 BOOK DEFICIT CONTRIBUTION AND DESIGNATED SPENDING 1 0 PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 0 0 PETER S AMENTA MD PRESIDENT & CHIEF EXECUTIVE OFFICER 694472 0 0 0 6731 0 21080 0 0 0 722283 0 0 0 ROBERT GABBAY MD PH D CHIEF MEDICAL OFFICER & SR. VP 457257 0 3765 0 3564 0 21080 0 28974 0 514640 0 0 0 GEORGE L KING MD TRUSTEE/SR. 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VP 108104 COMPENSATION FOR SERVICES 0 X 20 190920 MARKET VALUE AT RECEIPT X AUCTION ITEMS 147 186187 DONATED VALUE 0 0 1 1 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. 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. JOSLIN CLINIC INC ONE JOSLIN PLACE BOSTON MA 022155306 222984590 DIABETES CLINIC MA 501(C)(3) LINE 12A, I JOSLIN DIABETES CENTER INC 1 CHARITABLE REMAINDER TRUSTS (5) TRUST MA N/A T 1 POOLED INCOME FUND (1) TRUST MA N/A T 1 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 JOSLIN CLINIC INC B 10418645 BOOK VALUE JOSLIN CLINIC INC J 6134643 BOOK VALUE JOSLIN CLINIC INC L 23856737 BOOK VALUE JOSLIN CLINIC INC D 1984805 BOOK VALUE