MASS GENERAL BRIGHAM INCORPORATED: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MASS GENERAL BRIGHAM INCORPORATED (EIN 04-2868893)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201641379349302484
- 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 A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T09:22:20-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042868893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The MGH Institute of Health Professions Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PARTNERS FINANCE | InCareOfNm |
| Business Name Control | MGHI | BusinessNameControlTxt |
| Phone | 6177249841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 First Avenue | AddressLine1Txt |
| City | Charlestown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ATLAS D EVANS | PersonNm |
| Person Title | VP FINANCE & ADMIN | PersonTitleTxt |
| Signature | 2016-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Janis P Bellack PhD RN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 First Avenue | AddressLine1Txt |
| City | Charlestown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,191,523 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.mghihp.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | HEALTH CARE EDUCATIONAL TRAINING | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $15,082 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,687,503 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,693,172 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,465,648 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,076,764 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,862,991 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,376,528 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$72,490 | PYOtherRevenueAmt |
| CY Other Revenue | -$58,582 | CYOtherRevenueAmt |
| PY Total Revenue | $49,943,652 | PYTotalRevenueAmt |
| CY Total Revenue | $53,087,882 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,714,468 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,056,945 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,973,814 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,766,933 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $703,165 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,876,343 | PYOtherExpensesAmt |
| CY Other Expenses | $12,576,067 | CYOtherExpensesAmt |
| PY Total Expenses | $45,564,625 | PYTotalExpensesAmt |
| CY Total Expenses | $48,399,945 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,379,027 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,687,937 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,849,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,675,119 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,164,975 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,048,119 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,685,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,627,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HEALTH CARE EDUCATIONAL TRAINING | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Activity | 616000 | ActivityCd |
| Expense | $39,404,197 | ExpenseAmt |
| Grant | $5,056,945 | GrantAmt |
| Revenue | $46,076,764 | RevenueAmt |
| Desc | During FY'15 the Corporation provided educational training to 1,403 students in the fields of Nursing, Physical Therapy,and Communication Sciences & Disorders. For FY'15 the Corporation awarded 570 degrees. The Corporation also conducted health related research supported by research professorships. | Desc |
| Total Program Service Expenses | $39,404,197 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARTNERS FINANCE | PersonNm |
| Phone | 6177249841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 MAIN STREET STE 510 5TH FL | AddressLine1Txt |
| City | CHARLESTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| D ARI BUCHLER | |||||||||
| Trustee (7/1/14-07/18/14) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSE DE JESUS RIVERA JD | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH A FONG | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JULIA L GREENSTEIN PHD | |||||||||
| Trustee (7/1/14-7/18/14) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARTINA S HORNER PHD | |||||||||
| Trustee (7/1/14-6/19/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEANETTE IVES ERICKSON RNDNP | |||||||||
| Trustee | 1.0 | 50.0 | Yes (X) | $0 | $607,572 | $58,664 | |||
| ELIZABETH JOYCE | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KNOWLES JR MBA MPH | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| OSWALD MONDEJAR | |||||||||
| Trustee | 1.0 | 50.0 | Yes (X) | $0 | $286,593 | $48,315 | |||
| MARK NIVET EDD | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANGELLEEN PETERS LEWIS RN PHD | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DIANA L SCOTT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CAROL M TAYLOR PHD SM | |||||||||
| Trustee (7/1/14-6/19/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE E THIBAULT MD | |||||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA F WEINSTEIN MD | |||||||||
| TRUSTEE | 1.0 | 50.0 | Yes (X) | $0 | $460,298 | $55,528 | |||
| JAMES A WOLF BS | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANIS P BELLACK PHDRNFAAN | |||||||||
| PRESIDENT AND TRUSTEE | 50.0 | 0.0 | Yes (X) | $407,470 | $0 | $49,410 | Yes (X) | ||
| STANLEY W ASHLEYMD | |||||||||
| TRUSTEE (6/19/15-6/30/15) | 0.0 | 50.0 | Yes (X) | $0 | $636,777 | $64,225 | |||
| TROYEN A BRENNAN MD | |||||||||
| TRUSTEE(7/18/14-6/19/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER A D'ARRIGO JR | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM GEARY BS | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CINDY L AIENA | |||||||||
| TREASURER | 1.0 | 50.0 | $0 | $214,753 | $41,777 | Yes (X) | |||
| ATLAS D EVANS | |||||||||
| VP FOR FINANCE AND ADMIN | 50.0 | 0.0 | $246,489 | $0 | $52,812 | Yes (X) | |||
| JUDI S GREENBERG ESQ | |||||||||
| SECRETARY | 1.0 | 50.0 | $0 | $196,672 | $51,705 | Yes (X) | |||
| ALEX F JOHNSON | |||||||||
| PROVOST & VP FOR ACADEMIC AFF | 50.0 | 0.0 | $269,606 | $0 | $53,867 | Yes (X) | |||
| LAURIE M LAUZON CLABO | |||||||||
| DEAN AND PROFESSOR | 50.0 | 0.0 | $206,222 | $0 | $26,732 | Yes (X) | |||
| GREGORY L LOF | |||||||||
| ACADEMIC PROGRAM DIRECTOR | 50.0 | 0.0 | $157,625 | $0 | $27,769 | Yes (X) | |||
| LESLIE PORTNEY | |||||||||
| DEAN | 50.0 | 0.0 | $188,976 | $0 | $44,372 | Yes (X) | |||
| DENIS G STRATFORD | |||||||||
| CHIEF IF.& FACILITIES OFFICER | 50.0 | 0.0 | $163,241 | $0 | $40,497 | Yes (X) | |||
| JORDAN R GREEN | |||||||||
| PROFESSOR | 50.0 | 0.0 | $237,483 | $0 | $26,657 | Yes (X) | |||
| TIFFANY P HOGAN | |||||||||
| PROFESSOR | 50.0 | 0.0 | $199,092 | $0 | $30,779 | Yes (X) | |||
| HARRIET S KORNFELD | |||||||||
| CHIEF DEVELOPMENT OFFICER | 50.0 | 0.0 | $202,593 | $0 | $26,897 | Yes (X) | |||
| LISA J WOOD | |||||||||
| PROFESSOR | 50.0 | 0.0 | $211,394 | $0 | $20,326 | Yes (X) | |||
| DIANE F MAHONEY | |||||||||
| PROFESSOR | 50.0 | 0.0 | $180,448 | $0 | $27,014 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,670,639 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,402,665 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $747,346 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WISE CONSTRUCTION CORPORATION | |||||
| 21 EAST STREET | WINCHESTER | MA | 01890 | CONSTRUCTION | $1,206,018 |
| CB RICHARD ELLIS | |||||
| 100 FEDERAL STREET | BOSTON | MA | 02110 | REAL ESTATE DEVELOP | $827,189 |
| ROBERT HALF INTERNATIONAL INC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | TEMPORARY STAFFING | $127,751 |
| ELLUCIAN INC | |||||
| 1000 WINTER STREET | WALTHAM | MA | 02451 | TECHNOLOGY SOLUTIONS | $113,009 |
| CHILDREN'S HOSPITAL PEDIATRIC ASSOC | |||||
| 20 OVERLAND STREET 2 | BOSTON | MA | 02215 | CONSULTING | $79,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $384,000 | FundraisingAmt |
| Related Organizations | $35,000 | RelatedOrganizationsAmt |
| Government Grants | $3,818,878 | GovernmentGrantsAmt |
| All Other Contributions | $455,294 | AllOtherContributionsAmt |
| Noncash Contributions | $99,989 | NoncashContributionsAmt |
| Total Contributions | $4,693,172 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & FEE REV | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $46,076,764 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,076,764 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,076,764 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,442 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $12,344 | UnrelatedBusinessRevenueAmt |
| Exclusion | $179,098 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,842 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,842 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,842 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,513 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,329 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,185,086 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,185,086 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,185,086 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,225 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,183,861 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,217 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $384,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $103,641 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$90,424 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,087,882 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,076,764 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,082 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,393,288 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,056,945 | TotalAmt |
| Program Services | $5,056,945 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,820,651 | TotalAmt |
| Management And General | $5,820,651 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,690,540 | TotalAmt |
| Program Services | $16,098,391 | ProgramServicesAmt |
| Management And General | $1,238,338 | ManagementAndGeneralAmt |
| Fundraising | $353,811 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,255,742 | TotalAmt |
| Program Services | $6,602,725 | ProgramServicesAmt |
| Management And General | $507,902 | ManagementAndGeneralAmt |
| Fundraising | $145,115 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,856 | TotalAmt |
| Management And General | $10,856 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,954,380 | TotalAmt |
| Program Services | $2,688,485 | ProgramServicesAmt |
| Management And General | $206,807 | ManagementAndGeneralAmt |
| Fundraising | $59,088 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,276 | TotalAmt |
| Program Services | $270,521 | ProgramServicesAmt |
| Management And General | $20,809 | ManagementAndGeneralAmt |
| Fundraising | $5,946 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,420 | TotalAmt |
| Program Services | $1,010,483 | ProgramServicesAmt |
| Management And General | $77,729 | ManagementAndGeneralAmt |
| Fundraising | $22,208 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,955 | TotalAmt |
| Program Services | $677,909 | ProgramServicesAmt |
| Management And General | $52,147 | ManagementAndGeneralAmt |
| Fundraising | $14,899 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,646,794 | TotalAmt |
| Program Services | $2,408,582 | ProgramServicesAmt |
| Management And General | $185,276 | ManagementAndGeneralAmt |
| Fundraising | $52,936 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,618 | TotalAmt |
| Program Services | $305,413 | ProgramServicesAmt |
| Management And General | $23,493 | ManagementAndGeneralAmt |
| Fundraising | $6,712 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,041 | TotalAmt |
| Program Services | $86,487 | ProgramServicesAmt |
| Management And General | $6,653 | ManagementAndGeneralAmt |
| Fundraising | $1,901 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,500 | TotalAmt |
| Program Services | $122,500 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,230,778 | TotalAmt |
| Program Services | $2,230,778 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,110 | TotalAmt |
| Program Services | $39,230 | ProgramServicesAmt |
| Management And General | $3,018 | ManagementAndGeneralAmt |
| Fundraising | $862 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS | $230,732 | $209,966 | $16,151 | $4,615 |
| NON CAPITAL EQUIPMENT | $133,195 | $121,207 | $9,324 | $2,664 |
| MISCELLANEOUS EXPENSES | $1,620,412 | $1,474,575 | $113,429 | $32,408 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,399,945 | TotalAmt |
| Program Services | $39,404,197 | ProgramServicesAmt |
| Management And General | $8,292,583 | ManagementAndGeneralAmt |
| Fundraising | $703,165 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,987,601 | BOYAmt |
| EOY | $2,754,301 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,139,931 | BOYAmt |
| EOY | $2,121,046 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,277 | BOYAmt |
| EOY | $152,559 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,462,057 | BOYAmt |
| EOY | $1,115,947 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,302,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,810,398 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,045,458 | BOYAmt |
| EOY | $24,492,544 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,061,651 | BOYAmt |
| EOY | $59,038,722 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,849,975 | BOYAmt |
| EOY | $89,675,119 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,900,421 | BOYAmt |
| EOY | $3,706,377 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,264,554 | BOYAmt |
| EOY | $26,341,742 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,164,975 | BOYAmt |
| EOY | $30,048,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,150,000 | BOYAmt |
| EOY | $37,802,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,314,000 | BOYAmt |
| EOY | $9,796,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,221,000 | BOYAmt |
| EOY | $12,029,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,685,000 | BOYAmt |
| EOY | $59,627,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,849,975 | BOYAmt |
| EOY | $89,675,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,687,937 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,745,937 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,193,048 | BeginningYearBalanceAmt |
| Contributions | $31,620 | ContributionsAmt |
| Investment Earnings Or Losses | $175,134 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,126,005 | OtherExpendituresAmt |
| End Year Balance | $26,273,797 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,077,444 | BeginningYearBalanceAmt |
| Contributions | $374,361 | ContributionsAmt |
| Investment Earnings Or Losses | $3,809,135 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,067,892 | OtherExpendituresAmt |
| End Year Balance | $27,193,048 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,290,284 | BeginningYearBalanceAmt |
| Contributions | $479,329 | ContributionsAmt |
| Investment Earnings Or Losses | $2,307,773 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $999,942 | OtherExpendituresAmt |
| End Year Balance | $24,077,444 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,976,756 | BeginningYearBalanceAmt |
| Contributions | $935,662 | ContributionsAmt |
| Investment Earnings Or Losses | -$660,447 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $961,687 | OtherExpendituresAmt |
| End Year Balance | $22,290,284 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,334,561 | BeginningYearBalanceAmt |
| Contributions | $91,794 | ContributionsAmt |
| Investment Earnings Or Losses | $2,019,073 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $888,171 | OtherExpendituresAmt |
| End Year Balance | $14,557,257 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,399,072 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,053,438 | DepreciationAmt |
| Book Value | $15,345,633 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,859,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,323,830 | DepreciationAmt |
| Book Value | $6,535,781 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,942,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,433,130 | DepreciationAmt |
| Book Value | $2,509,849 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $101,281 | OtherCostOrOtherBasisAmt |
| Book Value | $101,281 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,492,544 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INV IN PARTNERS POOLED INVEST | $28,634,980 | F |
| INV HELD IN TRUST BY OTHERS | $3,907,508 | F |
| INT IN NET ASSETS OF MGH | $26,496,234 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $59,038,722 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $19,810 |
| DEFERRED TUITION REVENUE | $7,425,817 |
| CAPITAL FRAMEWORK LN - PARTNER | $17,552,885 |
| RENT DEPOSITS | $1,343,237 |
| OTHER LIABILITY | -$7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,341,742 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $46,285,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,745,937 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,745,937 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,030,937 | RevenueSubtotalAmt |
| Other Revenues Not Included | $5,056,945 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,056,945 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $53,087,882 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,343,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $43,343,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $5,056,945 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,056,945 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $48,399,945 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Reconciliation of Revenue and Expenses per Audited Financial Statements | Financial Aid which was net against Revenue on Audited Financial Statements - $5,056,945. |
| Intended Use of Endowment Funds | The Organization's Endowment Funds are intended to be used to further the organization's tax-exempt mission. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E Question 3 | The Institute publishes its non-discriminatory policy in its online course catalog on its website, www.mghihp.edu; this catalog is also available as a printed document upon request. As part of its Orientation, the Institute notifies newly matriculated students regarding the web address of the online catalog and student handbook. Continuing students also receive an annual notice regarding the web address. Individuals inquiring about the Institute's programs receive program information that states the Institute's non-discriminatory policy. The Institute's Application for Admission also includes a statement on this policy. |
| SCHEDULE E LINE 6A | THE INSTITUTE EXTENDS FINANCIAL ASSISTANCE TO STUDENTS IN THE FORM OF GRANTS, LOANS, GRADUATE ASSISTANTSHIPS AND SCHOLARSHIPS IN ACCORDANCE WITH INSTITUTIONAL AND FEDERAL POLICY. THE SELECTION FROM THE QUALIFIED STUDENT POPULATION FOR GRANT AND SCHOLARSHIP AID IS BASED ON MERIT AND/OR NEED, AS SPECIFIED BY THE CRITERIA OF EACH GRANT AND SCHOLARSHIP. STUDENTS INDEPENDENTLY APPLY FOR GRADUATE ASSISTANTSHIPS AND ARE INFORMED OF SUCH OPPORTUNITIES AS THEY ARISE. LOAN QUALIFICATIONS ARE DETERMINED IN ACCORDANCE WITH FEDERAL POLICY. FINANCIAL AID AWARDS ARE MADE ON A NON-DISCRIMINATORY BASIS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 14 SCHOLAR GALA | Event1Nm |
| Gross Receipts Event1 | $354,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $341,034 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,216 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $95 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $103,546 | OtherDirectExpensesEvent1Amt |
| Event2 | BOSTON MARATHON | Event2Nm |
| Gross Receipts Event2 | $24,367 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $24,367 | CharitableContriEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $18,600 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $18,600 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $397,217 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $384,001 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,216 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $95 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $103,546 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $103,641 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$90,425 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships | 294 | $4,284,394 |
| Tuition Reduction - Various Recipients | $772,550 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grants and Other Assistance Detail | FormAndLineReferenceDesc |
| Explanation | Financial aid of $5,056,945 consists of scholarships provided by the InstitYte of $4,284,394 for 294 students and $772,550 for tuition reductions related to vouchers to clinical sites and redeemed by students to offset tuition charges. Total financial aid of $5,056,945 offsets tuition and fees only. | 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEANETTE IVES ERICKSON RNDNP | ||||||||||||||
| Trustee | $0 | $454,750 | $0 | $69,916 | $0 | $82,906 | $0 | $0 | $0 | $0 | $0 | $607,572 | $0 | $0 |
| OSWALD MONDEJAR | ||||||||||||||
| Trustee | $0 | $229,424 | $0 | $13,367 | $0 | $43,802 | $0 | $0 | $0 | $0 | $0 | $286,593 | $0 | $0 |
| DEBRA F WEINSTEIN MD | ||||||||||||||
| TRUSTEE | $0 | $389,972 | $0 | $4,750 | $0 | $65,576 | $0 | $0 | $0 | $0 | $0 | $460,298 | $0 | $0 |
| CINDY L AIENA | ||||||||||||||
| TREASURER | $0 | $189,098 | $0 | $10,218 | $0 | $15,437 | $0 | $0 | $0 | $0 | $0 | $214,753 | $0 | $0 |
| JANIS P BELLACK PHDRNFAAN | ||||||||||||||
| PRESIDENT AND TRUSTEE | $323,213 | $0 | $17,510 | $0 | $66,747 | $0 | $0 | $0 | $0 | $0 | $407,470 | $0 | $0 | $0 |
| ATLAS D EVANS | ||||||||||||||
| VP FOR FINANCE AND ADMIN | $221,583 | $0 | $10,200 | $0 | $14,706 | $0 | $0 | $0 | $0 | $0 | $246,489 | $0 | $0 | $0 |
| JUDI S GREENBERG ESQ | ||||||||||||||
| SECRETARY | $0 | $176,668 | $0 | $1,429 | $0 | $18,575 | $0 | $0 | $0 | $0 | $0 | $196,672 | $0 | $0 |
| ALEX F JOHNSON | ||||||||||||||
| PROVOST & VP FOR ACADEMIC AFF | $249,181 | $0 | $10,000 | $0 | $10,425 | $0 | $0 | $0 | $0 | $0 | $269,606 | $0 | $0 | $0 |
| LAURIE M LAUZON CLABO | ||||||||||||||
| DEAN AND PROFESSOR | $195,358 | $0 | $0 | $0 | $10,864 | $0 | $0 | $0 | $0 | $0 | $206,222 | $0 | $0 | $0 |
| GREGORY L LOF | ||||||||||||||
| ACADEMIC PROGRAM DIRECTOR | $136,976 | $0 | $0 | $0 | $20,649 | $0 | $0 | $0 | $0 | $0 | $157,625 | $0 | $0 | $0 |
| LESLIE PORTNEY | ||||||||||||||
| DEAN | $148,615 | $0 | $5,000 | $0 | $35,361 | $0 | $0 | $0 | $0 | $0 | $188,976 | $0 | $0 | $0 |
| DENIS G STRATFORD | ||||||||||||||
| CHIEF IF.& FACILITIES OFFICER | $167,475 | $0 | $0 | $0 | -$4,234 | $0 | $0 | $0 | $0 | $0 | $163,241 | $0 | $0 | $0 |
| JORDAN R GREEN | ||||||||||||||
| PROFESSOR | $189,475 | $0 | $12,225 | $0 | $35,783 | $0 | $0 | $0 | $0 | $0 | $237,483 | $0 | $0 | $0 |
| TIFFANY P HOGAN | ||||||||||||||
| PROFESSOR | $187,853 | $0 | $10,867 | $0 | $372 | $0 | $0 | $0 | $0 | $0 | $199,092 | $0 | $0 | $0 |
| HARRIET S KORNFELD | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $196,865 | $0 | $0 | $0 | $5,728 | $0 | $0 | $0 | $0 | $0 | $202,593 | $0 | $0 | $0 |
| LISA J WOOD | ||||||||||||||
| PROFESSOR | $183,260 | $0 | $0 | $0 | $28,134 | $0 | $0 | $0 | $0 | $0 | $211,394 | $0 | $0 | $0 |
| DIANE F MAHONEY | ||||||||||||||
| PROFESSOR | $161,661 | $0 | $0 | $0 | $18,787 | $0 | $0 | $0 | $0 | $0 | $180,448 | $0 | $0 | $0 |
| STANLEY W ASHLEYMD | ||||||||||||||
| TRUSTEE (6/19/15-6/30/15) | $0 | $470,053 | $0 | $81,171 | $0 | $85,553 | $0 | $0 | $0 | $0 | $0 | $636,777 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Trustee Compensation | FormAndLineReferenceDesc |
| Explanation | Trustees receive no compensation or contributions to employee benefit plans for service on the Board or its Committees. Board members who are also employed by the Corporation or a Partners affiliate receive compensation only for their services as employees. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $99,989 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Transmittal of U.S. Information Returns & W-2's | All accounts payable activity for The MGH Institute of Health Professions, Inc. is administered by Partners HealthCare System, Inc., a tax-exempt affiliated organization. Forms 1099 relating to the corporation's accounts payable activity are issued under Partners HealthCare System, Inc.'s Federal Employer Identification Number. All individuals listed as employees of The MGH Institute of Health Professions, Inc. received W-2's from Partners HealthCare System, Inc. or The General Hospital Corporation, both are tax-exempt affiliated organizations. |
| Form 990 Review | The Form 990 was prepared and reviewed by the Partners HealthCare System, Inc. (PHS) Tax Department. Certain key sections were also reviewed by the PHS Vice President of Finance and by the PHS General Counsel. The MGH Institute Vice President for Finance and Administration reviewed and signed the Form 990. The compensation disclosures were presented to and discussed with the PHS Compensation Committee at the 04/26/2016 meeting. The final filing version of the Form 990 was provided to each voting MGH Institute Board member prior to filing. |
| PUBLIC AVAILABILITY OF FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE FILED WITH MASSSACHUSETTS SECRETARY OF STATE AND THE FINANCIAL STATEMENTS ARE FILED WITH MASSACHUSETTS ATTORNEY GENERAL, ALL OF WHICH ARE OPEN TO PUBLIC INSPECTION. |
| Compensation Review | BOARD LEVEL COMPENSATION COMMITTEE REVIEW AND APPROVAL OCCURED FOR THE FOLLOWING OFFICERS: PRESIDENT, PROVOST, VP FOR FINANCE AND ADMINISTRATION, CHIEF DEVELOPMENT OFFICER AND CHIEF COMMUNICATIONS & MARKETING OFFICER. THE COMMITTEE ALSO RECEIVES INFORMATION ON THE DEANS ALONG WITH THE DIRECTOR OF HR, CIFO AND DIRECTOR OF FINANCIAL SERVICES. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD WHO ARE NOT EMPLOYED BY THE ORGANIZATION, AND NO MEMBER MAY PARTICIPATE IN THE REVIEW AND APPROVAL OF COMPENSATION IF THE MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO THAT COMPENSATION ARRANGEMENT. THE COMMITTEE RELIES ON DATA, PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH INCLUDES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, IN FUNCTIONALLY COMPARABLE POSITIONS, AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN MINUTES OF THE MEETING. THIS REVIEW PROCESS OCCURS ON AN ANNUAL BASIS. |
| Decisions of Governing Body Subject to Member Approval | Pursuant to the corporate bylaws of the organization, the authority for the following actions is reserved to the sole member of the organization. The sole member of the organization is the Massachusetts General Hospital (MGH), acting through its Board of Trustees. - The Member shall (1) fix the number of Trustees annually, (2) elect Trustees as provided in Article 3.1, and (3) appoint a firm of public accountants annually to conduct an independent audit of the Corporation's financial affairs during the fiscal year last ended. - At each Annual Meeting, Member shall determine the number of Trustees and elect the appropriate number of successor Trustees. At any meeting the Member may (1) increase the number of Trustees and elect new Trustees to meet such number or (2) decrease the number of Trustees, but only to eliminate vacancies caused by death, resignation, or removal or disqualification of any Trustee. - Member or the Trustees by majority vote of their number in office may suspend or remove for cause any Trustee. - Member shall enact, and from time to time may amend, (a) a Code of Conduct; and (b) a Policy on Conflicts of Interest. - The Member may adopt, amend or repeal any bylaw, including any bylaws adopted by the Trustees. Pursuant to the laws of Massachusetts, the authority for the following actions is reserved to the member of the organization: - Amend or restate the Articles of Organization - Consolidation or merger - Sale, lease, exchange or disposition of all or substantially all of the organizations property or assets. |
| Conflict of Interest Policy | For purposes of its annual tax filing, Partners HealthCare has an annual questionnaire process for obtaining information on interests that may give rise to conflicts from all officers, directors, trustees and key employees. In addition, in connection with Partners' Conflict of Interest Policy, the Partners office of Compliance and Business Integrity and Office of General Counsel work together to periodically distribute, collect and review disclosure statements from these individuals. The information on each such disclosure is reviewed by each individual's supervisor (who in the case of directors and trustees is deemed to consist of the Chairman of the Board, the entity's President/CEO, and the General Counsel or attorney representatives of his office. In addition, under the Partners Conflict of Interest Policy, any time an officer, director, trustee, or key employee is aware of a transaction in which his/her interest may create a conflict, he/she is required to provide full disclosure of the interest, and may not be involved in the institutional decision-making about the transaction. In addition, with respect to such transactions, in appropriate circumstances, (i) the Corporation must consider at least two alternative disinterested competitive proposals; or must determine that two such competitive proposals do not exist or that it would be impractical to elicit or consider such competitive proposals; and (ii) the Corporation must determine that, notwithstanding the apparent conflict, the transaction is fair and reasonable to the Corporation and is in the best interests of the Corporation. A written record must be made of these determinations. Furthermore, transactions that present particularly significant conflicts are reviewed by an independent committee of the Partners Board for appropriate action, which review is also documented . |
| OTHER CHANGE IN NET ASSETS OR FUND BALANCE | OTHER CHANGES IN NET ASSETS OR FUND BALANCES RELATE TO NET UNREALIZED GAIN/(LOSS) ON INVESTMENTS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|
| PARTNERS HEALTHCARE INTERNATIONAL LLC | |||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 205281203 | MED TRAINING | MA | $15,526,057 | $18,602,417 | PHS |
| PD PRODUCTIONS LLC | |||||||||
| 101 MERRIMAC STREET 3RD FLOOR | BOSTON | MA | 02114 | 562383458 | MED EDUCATION | MA | $0 | PHS | |
| PARTNERS PRIVATE CARE LLC | |||||||||
| 1101 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 263871702 | HOME HEALTH | MA | $0 | PHC | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (47 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Partners HealthCare System Inc (PHS) | ||||||||||
| Prudential Tower 800 Boylston Stre | Boston | MA | 02199 | 043230035 | Healthcare | MA | 501 (C) (3) | 7 | NA | false |
| The Massachusetts General Hospital (MGH) | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 041564655 | Healthcare | MA | 501 (C) (3 | 7 | PHS | false |
| The General Hospital Coporation | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 042697983 | Healthcare | MA | 501 (C) (3 | 3 | MGH | false |
| Massachusetts General Physicians Org | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 042807148 | Healthcare | MA | 501 (C) (3 | 9 | MGH | false |
| The MGH Health Services Corporation | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 222717383 | Healthcare | MA | 501 (C) (3 | 11a | MGH | false |
| McLean HealthCare Inc (MHC) | ||||||||||
| 115 Mill Street | Belmont | MA | 02478 | 204572876 | Admin Support | MA | 501 (C) (3 | 11a | MGH | false |
| The McLean Hospital Corporation | ||||||||||
| 115 Mill Street | Belmont | MA | 02478 | 042697981 | Healthcare | MA | 501 (C) (3 | 3 | MHC | false |
| Martha's Vineyard Hospital Inc (MVH) | ||||||||||
| Linton Lane PO Box 1477 | Oak Bluffs | MA | 02557 | 042104691 | Healthcare | MA | 501 (C) (3 | 3 | MGH | false |
| WNR Inc | ||||||||||
| 1 Linton Lane | Oak Bluffs | MA | 02557 | 043419920 | Nursing Svcs. | MA | 501 (C) (3 | 9 | MVH | false |
| Nantucket Cottage Hospital (NCH) | ||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | 042103823 | Healthcare | MA | 501 (C) (3 | 3 | MGH | false |
| Nantucket Cottage Hospital Foundation | ||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | 043829745 | Admin Support | MA | 501 (C) (3 | 11a | NCH | false |
| Brigham & Women's Healthcare (BWHC) | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042921338 | Admin Support | MA | 501 (C) (3 | 7 | PHS | false |
| The Brigham and Women's Hospital (BWH) | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | Healthcare | MA | 501 (C) (3 | 3 | BWHC | false |
| Biosciences Research Foundation Inc | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 222483849 | Promote Res. | MA | 501 (C) (3 | 11a | BWHC | false |
| BWH Research Inc | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043011445 | Med Research | MA | 501 (C) (3 | 11a | BWHC | false |
| Brigham Community Practices Inc | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 222588069 | Healthcare | MA | 501 (C) (3 | 9 | BWHC | false |
| Brigham and Women's Phys Org (BWPO) | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043466314 | Healthcare | MA | 501 (C) (3 | 9 | BWHC | false |
| Brigham Medical Res & Edu Foundation | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043539249 | Med Res & Edu | MA | 501 (C) (3 | 11a | BWPO | false |
| Brigham & Women's Ob-Gyn Res & Edu | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043494863 | Med Res & Edu | MA | 501 (C) (3 | 7 | BWPO | false |
| Brigham Pathology Res & Edu Foundation | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043541111 | Med Res & Edu | MA | 501 (C) (3 | 11a | BWPO | false |
| Brigham and Women's Faulkner Hosp(BWFH) | ||||||||||
| 1153 Centre Street | Boston | MA | 02130 | 042768256 | Healthcare | MA | 501 (C) (3 | 3 | BWHC | false |
| Village Manor Nursing Home Inc | ||||||||||
| 1153 Centre Street | Boston | MA | 02130 | 042775265 | Nursing Home | MA | 501 (C) (3 | 3 | BWFH | false |
| Partners Continuing Care Inc (PCC) | ||||||||||
| Prudential Tower 800 Boylston Stre | Boston | MA | 02199 | 260003495 | Admin Support | MA | 501 (C) (3 | 11a | PHS | false |
| Spaulding Rehabilitation Hospital Corp | ||||||||||
| 125 Nashua Street | Boston | MA | 02114 | 042551124 | Healthcare | MA | 501 (C) (3 | 3 | PCC | false |
| Rehab Hospital of the Cape & Islands | ||||||||||
| 311 Service Road | East Sandwich | MA | 02537 | 043071419 | Healthcare | MA | 501 (C) (3 | 3 | PCC | false |
| Shaughnessy-Kaplan Rehabilitation Hosp | ||||||||||
| Dove Avenue | Salem | MA | 01970 | 043067082 | Healthcare | MA | 501 (C) (3 | 3 | PCC | false |
| Partners Home Care Inc (PHC) | ||||||||||
| 281 Winter Street | Waltham | MA | 02451 | 042918280 | Home Health | MA | 501 (C) (3 | 9 | PCC | false |
| Partners Hospice Inc | ||||||||||
| 48 Woerd Avenue 102 | Waltham | MA | 02453 | 042730504 | Home Health | MA | 501 (C) (3 | 7 | PHC | false |
| FRC Inc | ||||||||||
| 101 Merrimac Street | Boston | MA | 02114 | 222632121 | Healthcare | MA | 501 (C) (3 | 3 | PCC | false |
| NSMC HealthCare Inc (NSHC) | ||||||||||
| 81 Highland Avenue | Salem | MA | 01970 | 043294420 | Admin Support | MA | 501 (C) (3 | 11a | PHS | false |
| North Shore Medical Center Inc | ||||||||||
| 81 Highland Avenue | Salem | MA | 01970 | 043399616 | Healthcare | MA | 501 (C) (3 | 3 | NSHC | false |
| North Shore Physicians Group Inc | ||||||||||
| 81 Highland Avenue | Salem | MA | 01970 | 043080484 | Healthcare | MA | 501 (C) (3 | 11a | NSHC | false |
| Newton-Wellesley HealthCare System(NWHC) | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 204295282 | Admin Support | MA | 501 (C) (3 | 11a | PHS | false |
| Newton-Wellesley Hospital | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 042103611 | Healthcare | MA | 501 (C) (3 | 3 | NWHC | false |
| Newton-Wellesley Ambulatory Services | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 222560501 | Healthcare | MA | 501 (C) (3 | 11a | NWHC | false |
| Newton-Wellesley Hosp Charitable Found | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 043455952 | Fundraising | MA | 501 (C) (3 | 7 | NWHC | false |
| Newton-Wellesley Children's Corner Inc | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 042650246 | Child Care | MA | 501 (C) (3 | 9 | NWHC | false |
| Partners Harvard Medical International | ||||||||||
| 131 Dartmouth Street | Boston | MA | 02116 | 043197711 | Med. Training | MA | 501 (C) (3 | 11a | PHS | false |
| The Friends of The Brigham & Women's Hos | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042239449 | Fundraising | MA | 501 (C) (3 | 11a | BWHC | false |
| Spaulding Hospital - Cambridge Inc | ||||||||||
| 1575 Cambridge Street | Cambridge | MA | 02138 | 270273715 | Hospital | MA | 501 (C) (3 | 3 | PCC | false |
| Nantucket Physician Organization Inc | ||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | 264349357 | Healthcare | MA | 501 (C) (3 | 9 | NCH | false |
| Neighborhood Health Plan Inc(NHP) | ||||||||||
| 253 Summer Street | Boston | MA | 02210 | 042932021 | Insurance | MA | 501 (C) (4) | PHS | false | |
| Community Medical Alliance Inc | ||||||||||
| 253 Summer Street | Boston | MA | 02210 | 043454185 | Insurance | MA | 501 (C) (3) | 11A | NHP | false |
| Cooley Dickinson Hospital Inc | ||||||||||
| 30 Locust Street | Northampton | MA | 01060 | 222617175 | HealthCare | MA | 501 (C) (3) | 3 | CDHCC | false |
| Cooley Dickinson Health Care Corp(CDHCC) | ||||||||||
| 30 Locust Street | Northampton | MA | 01060 | 042103561 | Admin Support | MA | 501 (C) (3) | 11B | MGH | false |
| VNA & Hospice of Cooley Dickinson Inc | ||||||||||
| 168 Industrial Drive | Northampton | MA | 01060 | 042104788 | Nursing Svcs | MA | 501 (c) (3) | 9 | CDHCC | false |
| CD Practice Associates Inc | ||||||||||
| PO Box 911 | Northampton | MA | 01060 | 043194547 | HealthCare | MA | 501 (C) (3) | 9 | CDHCC | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHS Bay Colony Fund LP | |||||||||||||
| 245 Park Avenue 26th Floor | New York | NY | 10167 | 133887448 | Investments | DE | PPIA | EXCLUDED | -$133,906 | $1,357,964 | false | -$9,910 | 0.94020 |
| WELLINGTON TRUST COMPANY NA CTF QUALITY | |||||||||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | 046657593 | INVESTMENTS | MA | PPIA | EXCLUDED | $31,663,620 | $73,357,544 | false | $0 | 0.83270 |
| Partners Innovation Fund LLC | |||||||||||||
| 101 Huntington Avenue 4th Floor | Boston | MA | 02199 | 262899986 | Investments | MA | NA | N/A | $4,233,642 | $29,351,160 | false | $0 | 1.00000 |
| PARTNERS HEALTHCARE SYSTEM POOLED INVEST | |||||||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | 043268842 | INVESTMENTS | MA | PHS | EXCLUDED | $200,466,332 | $7,478,376,530 | false | $3,962,937 | 0.99809 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|---|
| BSC Inc | ||||||||
| 529 Main Street STE 510 | Charlestown | MA | 02129 | 042987478 | COMMUNICATION | MA | BWHC | C |
| NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORG | ||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 043209749 | HEALTHCARE | MA | NWHC | C |
| PARTNERS COMMUNITY HEALTHCARE INC | ||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 043236175 | HEALTHCARE | MA | PHS | C |
| GENEINSIGHT INC | ||||||||
| 101 HUNTINGTON AVE 4TH FLOOR C/O | BOSTON | MA | 02199 | 471764598 | SOFTWARE | MA | PHS | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |