MASSACHUSETTS MEDICAL SOCIETY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MASSACHUSETTS MEDICAL SOCIETY (EIN 04-2050773)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2016-04-14
- IRS object ID
- 201641059349300609
- Schema version
- 2014v6.0
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-14T09:47:26-05:00 | ReturnTs |
| Tax Period End | 2015-05-31 | 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 TOFIAS | 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 | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042050773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS MEDICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASS | BusinessNameControlTxt |
| Phone | 7818934610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WINTER STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024511411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CORINNE BRODERICK | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 7818934610 | PhoneNum |
| Signature | 2016-04-12 | 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 | 2016-04-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAME AS ABOVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CORINNE BRODERICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WINTER STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024511411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $239,894,871 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9253 | GroupExemptionNum |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MASSMED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1781 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE MASSACHUSETTS MEDICAL SOCIETY SHALL BE TO DO ALL THINGS AS MAY BE NECESSARY AND APPROPRIATE TO ADVANCE MEDICAL KNOWLEDGE, TO DEVELOP AND MAINTAIN THE HIGHEST PROFESSIONAL AND ETHICAL STANDARDS OF MEDICAL PRACTICE AND HEALTH CARE, AND TO PROMOTE MEDICAL INSTITUTIONS FORMED ON LIBERAL PRINCIPLES FOR THE HEALTH, BENEFIT AND WELFARE OF THE CITIZENS OF THE COMMONWEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 447 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $24,659,745 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $81,050,495 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,648,806 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,624,525 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,212,824 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,961,548 | PYOtherRevenueAmt |
| CY Other Revenue | $28,919,481 | CYOtherRevenueAmt |
| PY Total Revenue | $122,636,568 | PYTotalRevenueAmt |
| CY Total Revenue | $133,781,111 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,185,887 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,188,714 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $53,659,898 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,280,198 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $53,702,927 | PYOtherExpensesAmt |
| CY Other Expenses | $56,202,822 | CYOtherExpensesAmt |
| PY Total Expenses | $108,548,712 | PYTotalExpensesAmt |
| CY Total Expenses | $113,671,734 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,087,856 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,109,377 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $276,383,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,370,560 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $104,257,108 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,466,952 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $172,126,297 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $168,903,608 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE MASSACHUSETTS MEDICAL SOCIETY SHALL BE TO DO ALL THINGS AS MAY BE NECESSARY AND APPROPRIATE TO ADVANCE MEDICAL KNOWLEDGE, TO DEVELOP AND MAINTAIN THE HIGHEST PROFESSIONAL AND ETHICAL STANDARDS OF MEDICAL PRACTICE AND HEALTH CARE, AND TO PROMOTE MEDICAL INSTITUTIONS FORMED ON LIBERAL PRINCIPLES FOR THE HEALTH, BENEFIT AND WELFARE OF THE CITIZENS OF THE COMMONWEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PUBLISHING:THE NEJM GROUP LAUNCHED THE FIRST OF SEVERAL INNOVATIVE GROUNDBREAKING CONTINUOUS LEARNING PROGRAMS. NEJM KNOWLEDGE+ INTERNAL MEDICINE BOARD REVIEW WAS DESIGNED SPECIFICALLY FOR INTERNAL MEDICINE AND INTERNAL MEDICINE SPECIALISTS. IT INCLUDES MORE THAN 4,000 QUESTIONS COVERING 1,600 LEARNING OBJECTIVES AND A SIMULATED EXAM ENVIRONMENT WITH TWO TIMED TWO-HOUR PRACTICE EXAMS. THE PROGRAM OFFERS PHYSICIANS THE OPPORTUNITY TO EARN AMA PRA CATEGORY 1 CREDITS AND MAINTENANCE OF CERTIFICATION POINTS TOWARD THE AMERICAN BOARD OF INTERNAL MEDICINE'S SELF-EVALUATION OF MEDICAL KNOWLEDGE (PART 2) REQUIREMENT WITH AUTOMATIC, PAPERLESS SUBMISSION. NEJM GROUP ADDED NEJM KNOWLEDGE+ FAMILY MEDICINE BOARD REVIEW - A PRODUCT DESIGNED EXPRESSLY FOR FAMILY MEDICINE PHYSICIANS, RESIDENTS AND PHYSICIAN ASSISTANTS. THE PRODUCT ALLOWS LEARNERS TO FOCUS THEIR STUDY ON THE TWO TOPIC AREAS THEY WILL CHOOSE ON EXAM DAY TO MAKE UP 26 PERCENT OF THEIR ABFM BOARD EXAM. THOUSANDS OF CLINICIANS FROM AROUND THE WORLD HAVE ALREADY SELECTED NEJM KNOWLEDGE+ REVIEW PROGRAMS TO HELP THEM MEET THEIR CONTINUOUS LEARNING NEEDS.CONTINUED PUBLICATION OF THE NEW ENGLAND JOURNAL OF MEDICINE AND RELATED PUBLICATIONS, DOMESTICALLY AND INTERNATIONALLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL:THE SOCIETY'S PUBLIC LEADERSHIP FORUM BROUGHT TOGETHER MORE THAN 200 PHYSICIANS, HEALTH CARE PROVIDERS AND POLICY MAKERS TO DISCUSS THE OPIOID ABUSE AND ADDICTION PROBLEM. THE PROGRAM DISCUSSED POLICY AND CLINICAL CHALLENGES AND OPPORTUNITIES IN PAIN MANAGEMENT AND SUBSTANCE ABUSE PREVENTION AND TREATMENT. MMS LAUNCHED SMART AND SAFE, A COMPREHENSIVE ONLINE RESOURCE ABOUT OPIOID ABUSE FOR PATIENTS, PHYSICIANS AND OTHER PRESCRIBERS. A CORRESPONDING PUBLIC EDUCATION RADIO CAMPAIGN ADVISING PATIENTS TO STORE AND DISPOSE OF MEDICATIONS PROPERLY REACHED AN ESTIMATED ONE MILLION LISTENERS EACH WEEK. THE BOARD OF REGISTRATION IN MEDICINE VOTED TO INCORPORATE THE MMS'S DEVELOPED OPIOID THERAPY AND PHYSICIAN COMMUNICATION GUIDELINES INTO ITS NEW SET OF PRESCRIBING GUIDELINES.MMS ALONG WITH THE FOUR MEDICAL SCHOOLS MET WITH THE GOVERNOR AND COMMISSIONER OF PUBLIC HEALTH TO DISCUSS A PHYSICIAN-LED APPROACH IN DEVELOPING TRAINING AND BEST PRACTICES FOR MEDICAL STUDENTS ON PAIN MANAGEMENT AND SAFE OPIOID PRESCRIBING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP:MMS MEMBERSHIP TOPPED 25,000 MEMBERS. NEW MEMBER ROLLS REPRESENT THE SPECTRUM OF MASSACHUSETTS PHYSICIANS, INCLUDING AN INCREASE AMONG WOMEN MEMBERS AND PHYSICIANS UNDER 40 AND AN 11 PERCENT JUMP AMONG NEW STUDENT MEMBERS. THERE WERE MORE THAN 168 PHYSICIAN GROUPS ENROLLED, REPRESENTING A TOTAL OF 4,712 MEMBERS AND 288 RESIDENT GROUPS COMPRISED OF MORE THAN 5,430 MEMBERS.MMS WAS AN ACTIVE ADVOCATE ON BEHALF OF THE STATE'S PHYSICIANS ON SEVERAL MAJOR FEDERAL REGULATORY ISSUES, INCLUDING FLAWED MEDICARE PAYMENT FORMULAS AND ONEROUS MEANINGFUL USE REGULATIONS. ON THE STATE LEVEL, SOCIETY LEADERS WORKED WITH MASSACHUSETTS LAWMAKERS TO CRAFT BROAD-BASED OPIOID ADDICTION PREVENTION EFFORTS AS WELL AS NEW MASSACHUSETTS OPIOID PRESCRIBING GUIDELINES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 391 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 447 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W BURNS | PersonNm |
| Phone | 7814347516 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MASSACHUSETTS MEDICAL SOCIETY 860 | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (63 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 |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD S PIETERS MD | |||||||||
| PRESIDENT | 20.00 | 0.00 | Yes (X) | Yes (X) | $133,333 | $0 | $0 | ||
| DENNIS M DIMITRI MD | |||||||||
| PRSIDENT-ELECT | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES S GESSNER MD | |||||||||
| VICE PRESIDENT | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALAIN A CHAOUI MD | |||||||||
| SECRETARY-TREASURER | 12.00 | 0.20 | Yes (X) | Yes (X) | $19,792 | $0 | $0 | ||
| COREY E COLLINS DO | |||||||||
| ASST. SECRETARY-TREASURER | 4.00 | 1.50 | Yes (X) | Yes (X) | $7,392 | $0 | $0 | ||
| JESSE M EHRENFELD MD | |||||||||
| SPEAKER | 3.00 | 0.00 | Yes (X) | Yes (X) | $25,000 | $0 | $0 | ||
| DAVID A ROSMAN MD | |||||||||
| VICE SPEAKER | 3.00 | 0.00 | Yes (X) | Yes (X) | $12,500 | $0 | $0 | ||
| MARYANNE C BOMBAUGH MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLE E ALLEN MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH C BERGERONJR MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES B BROADHURST MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HUBERT L CAPLAN MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL E CLAPP MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A COOK MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY L DORKIN MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH A KEMBLE MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD W DUNLAP MD | |||||||||
| TRUSTEE, IMMEDIATE PAST PRESIDENT | 0.30 | 0.00 | Yes (X) | Yes (X) | $72,917 | $0 | $0 | ||
| JULIA F EDELMAN MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HEIDI J FOLEY MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDITH M JOLIN MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDD L KLINE MD | |||||||||
| TRUSTEE | 0.30 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS A LAMATTINA MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MANGADHARA R MADINEEDI MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH C NOBIL MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NAVIN POPAT MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULA J MADISON | |||||||||
| TRUSTEE | 0.30 | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| BASIL M MICHAELS MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN P MORIARTY MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY STEINBERG MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J WALSH MD | |||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID S ADELSTEIN III DO | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL S ANNUNZIATA MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SVEND W BRUUN JR MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM F DOYLE MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MELODY J ECKARDT MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER GAROFALO MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HERTZIG MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES FX KENEALY MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA A MANATIS MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| M DENISE MILLS MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE S PERRIN MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLAUDIA L KOPPELMAN MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J LOONEY MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAHDEV R PASSEY MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R RALPH MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| B HOAGLAND ROSANIA MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT J RUSSO MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH F TAYLOR MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| ALAN SEMINS MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HUGH M TAYLOR MD | |||||||||
| ALTERNATE TRUSTEE | 0.30 | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| GILLIAN J GRIFFITH | |||||||||
| STUDENT TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MCKINLEY GLOVER IV MD | |||||||||
| RESIDENT TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELI C FREIMAN | |||||||||
| STUDENT ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAWAD S HUSSAIN MD | |||||||||
| RESIDENT ALTERNATE TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CORINNE BRODERICK | |||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | 0.40 | Yes (X) | $521,587 | $0 | $56,271 | |||
| JOHN W BURNS | |||||||||
| VICE PRESIDENT, FINANCE | 50.00 | 0.20 | Yes (X) | $283,040 | $0 | $48,097 | |||
| CHRISTOPHER R LYNCH | |||||||||
| VICE PRESIDENT, PUBLISHING | 50.00 | 0.00 | $394,673 | $0 | $62,720 | Yes (X) | |||
| JEFFERY M DRAZEN MD | |||||||||
| EDITOR-IN-CHIEF | 50.00 | 0.00 | $633,470 | $0 | $70,508 | Yes (X) | |||
| JONATHAN ADLER MD | |||||||||
| CLINICAL STRATEGY EDITOR | 50.00 | 0.00 | $341,139 | $0 | $56,414 | Yes (X) | |||
| CHARLES ALAGERO | |||||||||
| VICE PRESIDENT/GENERAL COUNSEL | 50.00 | 0.00 | $320,819 | $0 | $54,326 | Yes (X) | |||
| EDWARD W CAMPION MD | |||||||||
| EXECUTIVE EDITOR | 50.00 | 0.00 | $326,542 | $0 | $63,264 | Yes (X) | |||
| GREGORY D CURFMAN MD | |||||||||
| EXECUTIVE EDITOR | 50.00 | 0.00 | $483,727 | $0 | $52,208 | Yes (X) | |||
| ARTHUR P WILSCHEK | |||||||||
| EXECUTIVE DIRECTOR, GLOBAL SALES | 50.00 | 0.00 | $318,493 | $0 | $55,660 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,894,424 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $519,468 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 106 | 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 |
|---|---|---|---|---|---|
| COLLABORATIVE CONSULTING LLC | |||||
| 70 BLANCHARD RD STE 500 | BURLINGTON | MA | 01803 | INFORMATION TECHNOLOGY | $839,381 |
| DELOITTE TAX LLP | |||||
| PO BOX 844736 | DALLAS | TX | 75284 | TAX CONSULTING | $364,959 |
| AVALON CONSULTING LLC | |||||
| 5600 TENNYSON PARKWAY SUITE 230 | PLANO | TX | 75024 | INFORMATION TECHNOLOGY | $336,900 |
| PRICEWATERHOUSECOOPERS | |||||
| PO BOX 7247-8001 | PHILADELPHIA | PA | 19170 | ACCOUNTING/AUDIT | $291,617 |
| GRANT THORNTON LLP | |||||
| 33562 TREASURY CENTER | CHICAGO | IL | 60694 | BUSINESS ANALYSIS | $278,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PUBLISHING | 511120 | $79,314,378 | $79,314,378 |
| EDUCATIONAL FEES | 611710 | $5,043,881 | $5,043,881 |
| MEMBERSHIP DUES | 900099 | $1,290,547 | $1,290,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,648,806 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,595,461 | TotalRevenueColumnAmt |
| Exclusion | $4,595,461 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,396,399 | TotalRevenueColumnAmt |
| Exclusion | $3,396,399 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $863,337 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $863,337 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $863,337 | TotalRevenueColumnAmt |
| Exclusion | $863,337 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $120,731,123 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,992,324 | SecuritiesAmt |
| Other | $121,436 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,738,799 | SecuritiesAmt |
| Other | -$121,436 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,617,363 | TotalRevenueColumnAmt |
| Exclusion | $14,617,363 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| ADVERTISING | 541800 | $21,105,194 | $21,105,194 |
| BUSINESS SERVICES | 900099 | $2,515,142 | $2,515,142 |
| FORMS AND OTHER INCOME | 900099 | $207,104 | $207,104 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $832,305 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $832,305 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,659,745 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,781,111 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,648,806 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $24,659,745 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,472,560 | 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 | $1,023,714 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,937,274 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,873,985 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,141,762 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,653,185 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,673,992 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,434 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,900 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150,167 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,747,772 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,252,356 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,146,497 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,516,442 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,959,537 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,647,108 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,753 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,506 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,456,005 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,730 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PUBL.-PRINTING AND PROD | $8,770,590 |
| PUBL.-MARKETING | $3,524,249 |
| CONFERENCING-FOOD COSTS | $1,568,409 |
| PUBL.-EDITORIAL | $88,876 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,782,491 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,671,734 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,893,458 | BOYAmt |
| EOY | $4,653,189 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,485,460 | BOYAmt |
| EOY | $1,874,183 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,215,874 | BOYAmt |
| EOY | $11,867,585 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,162,250 | BOYAmt |
| EOY | $5,052,750 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,428 | BOYAmt |
| EOY | $401,321 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,119,884 | BOYAmt |
| EOY | $3,445,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $109,582,617 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,775,023 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,435,056 | BOYAmt |
| EOY | $50,807,594 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,669,517 | BOYAmt |
| EOY | $199,226,837 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,925,478 | BOYAmt |
| EOY | $2,017,063 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,383,405 | BOYAmt |
| EOY | $279,370,560 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,382,337 | BOYAmt |
| EOY | $9,689,392 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,333,568 | BOYAmt |
| EOY | $32,338,063 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,557,967 | BOYAmt |
| EOY | $35,578,637 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,983,236 | BOYAmt |
| EOY | $32,860,860 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,257,108 | BOYAmt |
| EOY | $110,466,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,126,297 | BOYAmt |
| EOY | $168,903,608 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,126,297 | BOYAmt |
| EOY | $168,903,608 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,383,405 | BOYAmt |
| EOY | $279,370,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,109,377 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,692,412 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,639,654 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,261,851 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $661,828 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $661,828 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $791,648 | AggregateReportedDuesNtcAmt |
| Taxable | -$129,820 | TaxableAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $158,589,038 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,162,965 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $108,584,162 | OtherExpendituresAmt |
| End Year Balance | $51,167,841 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,467,199 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,121,839 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $158,589,038 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $131,371,898 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,095,301 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $144,467,199 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,398,163 | BeginningYearBalanceAmt |
| Contributions | $1,618,575 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,644,840 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $131,371,898 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,509,330 | BeginningYearBalanceAmt |
| Contributions | $2,347,222 | ContributionsAmt |
| Investment Earnings Or Losses | $25,541,611 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $135,398,163 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,788,125 | OtherCostOrOtherBasisAmt |
| Book Value | $16,788,125 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,468,847 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,252,460 | DepreciationAmt |
| Book Value | $21,216,387 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,593,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,288,352 | DepreciationAmt |
| Book Value | $304,806 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,197,434 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,912,771 | DepreciationAmt |
| Book Value | $2,284,663 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,535,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,321,440 | DepreciationAmt |
| Book Value | $10,213,613 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,807,594 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $983,400 |
| UNFUNDED PENSION LIABILITY | $30,051,544 |
| OTHER LONG TERM LIABILITY | $473,636 |
| DERIVATIVE INSTRUMENT LIABILITY | $1,352,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,860,860 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $119,060,157 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$13,692,412 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$13,692,412 | RevenueNotReportedAmt |
| Revenue Subtotal | $132,752,569 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,150,167 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$121,625 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,028,542 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $133,781,111 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $112,533,826 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $121,625 | LossesReportedAmt |
| Other Expenses Included | -$109,366 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,259 | ExpensesNotReportedAmt |
| Expenses Subtotal | $112,521,567 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,150,167 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,150,167 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $113,671,734 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD DESIGNATED TO ENSURE THE LONG TERM FINANCIAL HEALTH OF THE SOCIETY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ASSET DISPOSAL -121,625. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN UNREALIZED LOSS ON DERIVATIVE INSTRUMENT -109,366. |
| PART V, LINE 1E: | THE SOCIETY'S BOARD OF TRUSTEES VOTED TO REDUCE THE DESIGNATED ENDOWMENT FUND THROUGH A REBALANCING TO ITS GENERAL RESERVE FUND, WHICH IS AVAILABLE TO PROVIDE THE ORGANIZATION WITH THE FINANCIAL FLEXIBILITY TO PURSUE INITIATIVES OF STRATEGIC IMPORTANCE AND TO MEET ONGOING NEEDS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 120 | PROGRAM SERVICE | PUBLISHING AND BULK REPRINT SALES | $4,568,409 |
| EAST ASIA AND THE PACIFIC | 0 | 5 | PROGRAM SERVICE | PUBLISHING AND BULK REPRINT SALES | $822,016 |
| NORTH AMERICA | 0 | 21 | PROGRAM SERVICE | PUBLISHING AND BULK REPRINT SALES | $1,082,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 146 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 146 | TotalEmployeeCnt |
| Subtotal Spent | $6,473,186 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,473,186 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING METHOD: ACCRUAL BASIS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MMS & ALLIANCE CHARITABLE FOUNDATION | ||||||||||
| 860 WINTER ST | WALTHAM | MA | 024511411 | 223199624 | 501(C)(3) | $185,500 | $0 | NOT APPLICABLE | NOT APPLICABLE | COMMUNITY ACTION |
| PHYSICIAN HEALTH SERVICES | ||||||||||
| 860 WINTER ST | WALTHAM | MA | 024511411 | 223234975 | 501(C)(3) | $533,000 | $0 | NOT APPLICABLE | NOT APPLICABLE | ABUSE TREATMENT |
| MASS MEDICAL BENEVOLENT SOC | ||||||||||
| 860 WINTER ST | WALTHAM | MA | 024511411 | 237089741 | 501(C)(3) | $100,000 | $0 | NOT APPLICABLE | NOT APPLICABLE | FINANCIAL RELIEF |
| MASS MEDICAL SOCIETY ALLIANCE | ||||||||||
| 860 WINTER ST | WALTHAM | MA | 024511411 | 237055291 | 501(C)(6) | $25,000 | $0 | NOT APPLICABLE | NOT APPLICABLE | HEALTH EDUCATION |
| MARCH OF DIMES | ||||||||||
| 112 TURNPIKE RD | WESTBORO | MA | 01581 | 131846366 | 501(C)(3) | $10,000 | $0 | NOT APPLICABLE | NOT APPLICABLE | INFANT HEALTH |
| MASS INSIGHT CORPORATION | ||||||||||
| 18 TREMONT ST | BOSTON | MA | 02108 | 043061465 | 501(C)(3) | $15,000 | $0 | NOT APPLICABLE | NOT APPLICABLE | EDUCATION |
| NORFOLK SOUTH DISTRICT MED SOCIETY | ||||||||||
| 10 RIVERSIDE DR | LAKEVILLE | MA | 02347 | 237206114 | 501(C)(6) | $10,000 | $0 | NOT APPLICABLE | NOT APPLICABLE | HEALTH & EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| MEDICAL STUDENT GRANTS | 16 | $160,000 | NOT APPLICABLE | NOT APPLICABLE |
| MEMBER LIFETIME ACHIEVEMENT AWARD | 1 | $5,000 | NOT APPLICABLE | NOT APPLICABLE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AMOUNTS LISTED IN PART II ARE GENERAL UNRESTRICTED CONTRIBUTIONS AND NOT GRANTS. AMOUNTS QUALIFYING AS GRANTS ARE REPORTED IN PART III OF SCHEDULE I. THE FOLLOWING PROCESS APPLIES TO MEDICAL STUDENT GRANTS: STUDENTS MUST BE ENROLLED IN A MEDICAL SCHOOL IN MASSACHUSETTS. THE MEDICAL SCHOOLS SELECT CANDIDATES BASED ON THEIR ACADEMIC EXCELLENCE, COMMUNITY SERVICE AND FINANCIAL NEED. THE MASSACHUSETTS MEDICAL SOCIETY SELECTION COMMITTEE INTERVIEWS CANDIDATES AND FINAL AWARDS (GRANTS) ARE BASED ON THEIR DECISION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CORINNE BRODERICK | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $436,623 | $0 | $68,464 | $0 | $16,500 | $0 | $33,847 | $0 | $22,424 | $0 | $577,858 | $0 | $0 | $0 |
| JOHN W BURNS | ||||||||||||||
| VICE PRESIDENT, FINANCE | $245,880 | $0 | $19,660 | $0 | $17,500 | $0 | $26,013 | $0 | $22,084 | $0 | $331,137 | $0 | $0 | $0 |
| CHRISTOPHER R LYNCH | ||||||||||||||
| VICE PRESIDENT, PUBLISHING | $358,856 | $0 | $35,817 | $0 | $0 | $0 | $32,770 | $0 | $29,950 | $0 | $457,393 | $0 | $0 | $0 |
| JEFFERY M DRAZEN MD | ||||||||||||||
| EDITOR-IN-CHIEF | $559,445 | $0 | $56,525 | $0 | $17,500 | $0 | $46,811 | $0 | $23,697 | $0 | $703,978 | $0 | $0 | $0 |
| JONATHAN ADLER MD | ||||||||||||||
| CLINICAL STRATEGY EDITOR | $336,489 | $0 | $4,650 | $0 | $0 | $0 | $28,909 | $0 | $27,505 | $0 | $397,553 | $0 | $0 | $0 |
| CHARLES ALAGERO | ||||||||||||||
| VICE PRESIDENT/GENERAL COUNSEL | $280,175 | $0 | $40,644 | $0 | $0 | $0 | $25,216 | $0 | $29,110 | $0 | $375,145 | $0 | $0 | $0 |
| EDWARD W CAMPION MD | ||||||||||||||
| EXECUTIVE EDITOR | $320,892 | $0 | $5,650 | $0 | $0 | $0 | $33,321 | $0 | $29,943 | $0 | $389,806 | $0 | $0 | $0 |
| GREGORY D CURFMAN MD | ||||||||||||||
| EXECUTIVE EDITOR | $461,577 | $0 | $5,650 | $0 | $16,500 | $0 | $30,514 | $0 | $21,694 | $0 | $535,935 | $0 | $0 | $0 |
| ARTHUR P WILSCHEK | ||||||||||||||
| EXECUTIVE DIRECTOR, GLOBAL SALES | $317,843 | $0 | $650 | $0 | $0 | $0 | $26,721 | $0 | $28,939 | $0 | $374,153 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| VANESSA P KENEALY | |||
| SEE BELOW | $28,586 | SEE BELOW | 0 |
| PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS INC | |||
| SEE BELOW | $681,827 | SEE BELOW | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, COLUMN (B): | VENESSA P. KENEALY IS A FAMILY MEMBER OF JAMES KENEALY, M.D., TRUSTEE.PHYSICIAN'S INSURANCE AGENCY OF MA IS A FOR PROFIT SUBSIDIARY OF THE MASSACHUSETTS MEDICAL SOCIETY. |
| PART IV, COLUMN (D): | VENESSA P. KENEALY: PAYMENT FOR INDEPENDENT CONTRACTOR SERVICESPHYSICIAN'S INSURANCE AGENCY OF MA: RECEIPT OF RENT AND REIMBURSED EXPENSES |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PRESIDENT, RICHARD PIETERS, M.D. IS MARRIED TO MMS TRUSTEE, EDITH JOLIN, M.D. IMMEDIATE PAST PRESIDENT AND TRUSTEE, RONALD DUNLOP, M.D. AND MARYANNE BOMBAUGH, M.D. SERVE ON THE BOARD OF COVERYS. MMS TRUSTEE, JUDD KLINE, M.D. AND ALTERNATE TRUSTEE, SVEND BRUUN, M.D. HAVE A BUSINESS RELATIONSHIP WITH OFFICER, JOHN BURNS AS DIRECTORS OF PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS. |
| FORM 990, PART VI, SECTION A, LINE 6 | DISTRICT SOCIETY MEMBERS ELECT TWO OF THEIR MEMBERS TO SERVE AS TRUSTEE AND ALTERNATE, RESPECTIVELY, OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | DISTRICT SOCIETY MEMBERS ELECT TWO OF THEIR NUMBERS TO SERVE AS TRUSTEE AND ALTERNATE, RESPECTIVELY, OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE HOUSE OF DELEGATE MEMBERS MAY OVERRIDE BOARD OF TRUSTEE ACTION ON PRIORITIZATION OF FUNDING A HOUSE DIRECTIVE WITH A TWO-THIRDS VOTE OF THE DELEGATES. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 AND ALL RELATED SCHEDULES ARE REVIEWED BY THE SOCIETY'S TAX ADVISORS AT CBIZ TOFIAS. IN ADDITION A SLIDE PRESENTATION IS MADE TO THE SOCIETY'S COMMITTEE ON FINANCE WHICH HIGHLIGHTS THE MAJOR PROVISIONS OF THE FORM AND OTHER GENERAL INFORMATION IN REGARD TO THE FORM 990 FILING AND THE RESPONSIBILITIES OF NON-PROFIT ORGANIZATIONS. AN ADDITIONAL SLIDE PRESENTATION IS THEN PRESENTED TO THE SOCIETYS BOARD OF TRUSTEES PRIOR TO ITS FORM 990 FILING. A COMPLETE COPY OF FORM 990 AND ALL RELATED SCHEDULES AS FILED WITH THE INTERNAL REVENUE SERVICE IS PROVIDED TO THE MEMBERS OF THE BOARD OF TRUSTEES IN ELECTRONIC FORM IN A SECURED SECTION OF THE SOCIETY'S WEBSITE PRIOR TO FILING. BOARD OF TRUSTEE MEMBERS ARE NOTIFIED OF THIS POSTING BY E-MAIL AND PROVIDED A LINK TO THE SECURED SITE PRIOR TO FILING OF THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SOCIETY'S CONFLICT OF INTEREST POLICY APPLIES TO ITS EMPLOYEES INCLUDING THOSE MEETING THE DEFINITION OF KEY EMPLOYEES. IT ALSO APPLIES TO THOSE SERVING IN THE CAPACITY OF AN OFFICER, DIRECTOR OR TRUSTEE. NEW EMPLOYEES ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST AND DISCLOSURE STATEMENT UPON BEING HIRED. EMPLOYEES ARE ALSO REQUIRED TO CERTIFY YEARLY (AT THE TIME OF THEIR ANNUAL REVIEW) THAT THEY CONTINUE TO BE IN COMPLIANCE WITH THIS POLICY. BOARD MEMBERS ARE ALSO REQUIRED TO READ AND SIGN A CONFIRMATION OF COMPLIANCE WITH THE MASSACHUSETTS MEDICAL SOCIETY CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AT THE FIRST MEETING IN JUNE. SUBSEQUENT REVIEW AND NOTICE IS MADE AT THE SECOND MEETING FOR THOSE THAT HAVE NOT YET COMPLIED WITH THE REQUIREMENT. FURTHER REVIEW AND NOTICE IS ISSUED AT THE INTERIM HOUSE OF DELEGATES MEETING IN THE FALL FOR THOSE THAT HAVE NOT YET SUBMITTED THEIR CONFIRMATION OF COMPLIANCE FORM. THE SOCIETYS EXECUTIVE VICE PRESIDENT MUST REPORT IN HER ANNUAL REPORT ON OVERALL BOARD OF TRUSTEE CONFLICT OF INTEREST COMPLIANCE RATES. ALL NEW BOARD MEMBERS ARE INVITED TO AN ORIENTATION AND THE POLICY IS COVERED IN THAT ORIENTATION. ALL BOARD MEMBERS ARE INVITED TO AN ORIENTATION PROGRAM EVERY THREE YEARS WHERE THE CONFLICT OF INTEREST POLICY IS REVIEWED. DETERMINATION AND REVIEW FOR OFFICERS, DIRECTORS AND TRUSTEES RELATIVE TO CONFLICT OF INTEREST ARE AT THE BOARD OF TRUSTEES LEVEL. DETERMINATION AND REVIEW OF EMPLOYEES ARE ADDRESSED THROUGH THE SOCIETYS EXECUTIVE VICE PRESIDENT. EXECUTIVE VICE PRESIDENT CONFLICTS ARE ADDRESSED THROUGH THE SOCIETYS PRESIDENT. ACTIONS AND RESTRICTIONS RELATIVE TO NON-COMPLIANCE WITH THE POLICY ARE AS FOLLOWS: FOR TRUSTEES, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THOSE PRESENT WHETHER THE TRUSTEE MAY CONTINUE TO PARTICIPATE IN, AND VOTE ON THE MATTER. SUCH A VOTE SHALL BE DISPOSITIVE. FOR OFFICERS, THE PRESIDENT, PRESIDENT-ELECT AND VICE PRESIDENT SHALL DETERMINE BY CONSENSUS, NOT COUNTING THE DISCLOSING OFFICER, WHETHER THE OFFICER MAY CONTINUE TO PARTICIPATE IN THE MATTER. IF THE OFFICERS CANNOT REACH CONSENSUS THE MATTER SHALL BE DECIDED BY A MAJORITY VOTE OF THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT AND SECRETARY/TREASURER, NOT COUNTING THE DISCLOSING OFFICER. THE OFFICERS VOTE SHALL BE DISPOSITIVE IN THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOLLOWING OFFICE/POSITION COMPENSATION WAS BASED ON REVIEW AND APPROVAL BY THE GOVERNING BODY AND COMPENSATION COMMITTEE, USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED POSITIONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS AND WITH CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION AGREEMENT: EXECUTIVE VICE PRESIDENT VICE PRESIDENT OF FINANCE VICE PRESIDENT OF PUBLISHING EDITOR-IN-CHIEF OFFICERS 2015 IS THE LAST YEAR FOR WHICH HONORARIA REVIEWS WERE CONDUCTED FOR OFFICER POSITIONS. 2015 IS THE LAST YEAR FOR WHICH COMPENSATION REVIEWS WERE CONDUCTED FOR: EXECUTIVE VICE PRESIDENT, VICE PRESIDENT OF FINANCE, VICE PRESIDENT OF PUBLISHING, AND EDITOR-IN-CHIEF POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE MASSACHUSETTS MEDICAL SOCIETY DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE SOCIETY DOES NOT MAKE ITS FINANCIAL STATEMENTS OR GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC EXCEPT AS DISCLOSED WITHIN ITS FORM 990. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS 3,780,338. CONTRACT EDITORS 2,024,861. CONTRACT LABOR 1,002,756. EDITOR FEES 813,167. CONTRACT SERVICES (MARKETING) 62,740. EDITORIAL WRITERS 175,552. CONFERENCE CENTER MGMT. AND ADMIN. FEES 332,451. PROMOTIONS 1,101,483. AUTHOR FEES 48,610. CONTRACT SERVICES 456,735. CONSULTANTS/CONTRACT SERVICES (PRODUCT SUPPORT) 1,949,079. |
| FORM 990, PART XI, LINE 9: | PENSION LIABILITY ADJUSTMENT -9,749,020. CHANGE IN UNREALIZED LOSS ON DERIVATIVE INSTRUMENT 109,366. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| MMS WINTER STREET LLC | |||||||||
| 860 WINTER STREET | WALTHAM | MA | 024511411 | 043384431 | PROPERTY | DE | $5,000,000 | $35,831,599 | MASSACHUSETTS MEDICAL SOCIETY |
| MMS LOT 2 LLC | |||||||||
| 860 WINTER STREET | WALTHAM | MA | 024511411 | 043500736 | PROPERTY | DE | $784,956 | $11,410,959 | MASSACHUSETTS MEDICAL SOCIETY |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS MEDICAL SOCIETY CHARITABLE AND EDUCATIONAL FUND | ||||||||||
| 860 WINTER STREET | WALTHAM | MA | 024511411 | 046075905 | MEDICAL STUDENT LOANS | MA | 501(C)(3) | 11, TYPE I | MASSACHUSETTS MEDICAL SOCIETY | Yes (1) |
| PHYSICIAN HEALTH SERVICES INC | ||||||||||
| 860 WINTER STREET | WALTHAM | MA | 024511411 | 223234975 | OUTREACH SERVICES | MA | 501(C)(3) | 11, TYPE I | MASSACHUSETTS MEDICAL SOCIETY | Yes (1) |
| MASSACHUSETTS MEDICAL SOCIETY & ALLIANCE CHARITABLE FOUNDATION | ||||||||||
| 860 WINTER STREET | WALTHAM | MA | 024511411 | 223199614 | GRANTMAKING | MA | 501(C)(3) | 11, TYPE I | MASSACHUSETTS MEDICAL SOCIETY | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WINTER STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024511411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043135954 | EIN |
| Primary Activities | INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $2,352,641 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,888,300 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS INC | ||
| A | $78,381 | FAIR MARKET VALUE |
| PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS INC | ||
| O | $188,204 | COST |
| PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS INC | ||
| Q | $415,242 | COST |
| MASSACHUSETTS MEDICAL SOCIETY CHARITABLE AND EDUCATIONAL FUND | ||
| A | $141,075 | PROMISSORY NOTE |
| MASSACHUSETTS MEDICAL SOCIETY CHARITABLE AND EDUCATIONAL FUND | ||
| D | $5,112,177 | PROMISSORY NOTE |
| MASSACHUSETTS MEDICAL SOCIETY CHARITABLE AND EDUCATIONAL FUND | ||
| R | $500,000 | PROMISSORY NOTE |
| MASSACHUSETTS MEDICAL SOCIETY CHARITABLE AND EDUCATIONAL FUND | ||
| S | $609,500 | PROMISSORY NOTE |
| PHYSICIAN HEALTH SERVICES INC | ||
| B | $533,000 | FAIR MARKET VALUE |
| MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION | ||
| B | $185,500 | FAIR MARKET VALUE |
| PHYSICIAN HEALTH SERVICES INC | ||
| Q | $332,222 | COST |