MASSACHUSETTS MEDICAL SOCIETY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MASSACHUSETTS MEDICAL SOCIETY (EIN 04-2050773)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-04-12
- IRS object ID
- 201241039349300729
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-04-12T15:34:52-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042050773 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS MEDICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASS | NameControl |
| Phone | 7818934610 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WINTER STREET | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 024511411 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CORINNE BRODERICK | Name |
| Title | EXECUTIVE VICE PRESIDENT | Title |
| Phone | 7818934610 | Phone |
| Date Signed | 2012-04-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG KLEIN | Name |
| Phone | 6177610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAME AS ABOVE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CORINNE BRODERICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WINTER STREET | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 024511411 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 202625970 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 9253 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | WWW.MASSMED.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1781 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 434 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 26169227 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 680042 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 76029332 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 76929587 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9348802 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13210144 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 24598686 | OtherRevenuePriorYear |
| Other Revenue Current Year | 28805565 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 109976820 | TotalRevenuePriorYear |
| Total Revenue Current Year | 118945296 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 903031 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1468743 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 47425722 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 46451625 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 49911967 | OtherExpensePriorYear |
| Other Expenses Current Year | 51403194 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 98240720 | TotalExpensesPriorYear |
| Total Expenses Current Year | 99323562 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11736100 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 19621734 | RevenuesLessExpensesCY |
| Total Assets BOY | 217129606 | TotalAssetsBOY |
| Total Assets EOY | 255147372 | TotalAssetsEOY |
| Total Liabilities BOY | 115484407 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 116579592 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 101645199 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 138567780 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PUBLISHING:THE LAUNCHING OF THE NEJM ARCHIVE DREW POSITIVE RESPONSES FROM THE LIBRARY COMMUNITY. THE NUMBER OF REGISTRANTS FOR JOURNAL WATCH, A DAILY CLINICAL EMAIL BULLETIN FOR PHYSICIANS REACHED 150,000 AS OF APRIL 2011.NEJM'S INTERACTVE MEDICAL CASES WON AN EXCELLENCE IN INTERACTIVE INNOVATION AWARD FROM THE MASSACHUSETTS INTERACTIVE TECHNOLOGY EXCHANGE. MORE THAN 88,000 INTERACTIVE CASES HAVE BEEN COMPLETED SINCE THIS FEATURE WAS LAUNCHED LESS THAN TWO YEARS AGO.MEDICAL MARKETING AND MEDIA MAGAZINE NAMED THE NEW ENGLAND JOURNAL OF MEDICINE ITS "MEDIA BRAND OF THE YEAR".THE NEJM IMAGE CHALLENGE APP FOR THE IPHONE AND IPOD TOUCH WENT LIVE IN DECEMBER 2010. THE APP RANDOMLY SELECTS CHALLENGING CLINICAL PHOTOS PUBLISHED IN NEJM, LETTING USERS TEST THEIR DIAGNOSTIC SKILLS WITH IMMEDIATE FEEDBACK.CONTINUED PUBLICATION OF THE NEW ENGLAND JOURNAL OF MEDICINE AND RELATED MEDICAL PUBLICATIONS IN BOTH PRINT AND ELECTRONIC FORMATS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATIONAL:THE SOCIETY HOSTED A NUMBER OF IN DEPTH EDUCATION PROGRAMS AND WEBINARS ON PAYMENT AND DELIVERY REFORMS, PROVIDING PHYSICIANS WITH TOOLS TO START ASSESSING THEIR OPTIONS.THE SOCIETY EXPANDED ITS EFFORTS TO DEVELOP QUALITY, JOINTLY SPONSORED LIVE, AND ONLINE ACTIVITIES, RESULTING IN AN INCREASE IN PARTICIPATION IN PARTNERED EVENTS. THIS EFFORT SAW A 35% INCREASE IN LIVE CME ACTIVITIES, 49% INCREASE IN EVENT ATTENDEES, 59% INCREASE IN ONLINE CME ACTIVITIES AND A 55% INCREASE IN TOTAL EXAMS COMPLETED.CME ACTIVITIES INCLUDED TOPICS ON STRATEGIC PAYMENT REFORM, APOLOGY, ADVANCE DIRECTIVES, EMAIL COMMUNICATIONS WITH PATIENTS AND ACCOUNTABLE CARE.IN ADDITION TO THE DELIVERY OF EDUCATIONAL ACTIVITIES, THE SOCIETY CURRENTLY ACCREDITS 58 INTRASTATE CME PROVIDERS.PUBLIC HEALTH ACTIVITIES WERE FOCUSED ON THE APPROACH TO THE TREATMENT OF VIRAL RESPIRATORY INFECTIONS. IN PARTNERSHIPS, THE SOCIETY PRODUCED AND AIRED PATIENT EDUCATION TV ADS AND SENT TOOLKITS TO ALL MASSACHUSETTS PRACTICING PHYSICIANS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBERSHIP:AS OF MAY 31, 2011 SOCIETY MEMBERSHIP TOTALED 23,274 MEMBERS, A 1.4% INCREASE OVER THE PREVIOUS YEAR. SOCIETY SUCCESS IN GROUP ENROLLMENT PROMPTED THE AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES TO RECOGNIZE MMS WITH A 2011 PROFILES IN EXCELLENCE AWARD.NEW TOOLS AND RESOURCES WERE OFFERED TO ASSIST PHYSICIANS WITH THEIR CHANGING PRACTICE NEEDS INCLUDING AN EXPANDING LINEUP OF CONTINUING MEDICAL EDUCATION ACTIVITIES, WHITE PAPERS ABOUT ALTERNATIVE PAYMENT AND DELIVERY MODELS, MAXIMIZING OFFICE WORKFLOW, AND HOSTING AND TRANSFERRING EHR'S, EMAIL NEWSLETTERS FOCUSED TO UPDATES ON GOVERNMENT STIMULUS FUNDING, MEANINGFUL USE REQUIREMENTS, AND ALL ASPECTS OF HEALTH INFORMATION TECHNOLOGY AND NUMEROUS ENHANCEMENTS TO MEMBER COMMUNICATION THROUGH SOCIAL MEDIA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 324 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 434 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | NL | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN W BURNS | NamePerson |
| Telephone Number | 7814347516 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MASSACHUSETTS MEDICAL SOCIETY 860 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02451 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (62 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MARIO E MOTTA MD | ||||||||
| MMS IMMEDIATE PAST PRESIDENT | 0.30 | X | 0 | 0 | 0 | |||
| ALICE A COOMBS MD | ||||||||
| PRESIDENT | 20.00 | X | 133333 | 0 | 0 | X | ||
| JESSE M EHRENFELD MD | ||||||||
| VICE SPEAKER | 3.00 | X | 12525 | 0 | 0 | X | ||
| PETER B KANG MD | ||||||||
| ASST. SECRETARY-TREASURER | 4.00 | X | 7292 | 0 | 0 | X | ||
| RICHARD S PIETERS MD | ||||||||
| SPEAKER | 3.00 | X | 25000 | 0 | 0 | X | ||
| DEANNA P RICKER MD | ||||||||
| SECRETARY-TREASURER | 12.00 | X | 4292 | 0 | 16500 | X | ||
| BRUCE S AUERBACH MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| RICHARD V AGHABABIAN MD | ||||||||
| VICE PRESIDENT | 12.00 | X | 23083 | 0 | 16500 | X | ||
| LT ALEXANDER DING MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JAMES S GESSENER MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| SWETLANA LOBACHOVA MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| MARIE CHRISTINE RETI | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| LYNDA M YOUNG MD | ||||||||
| PRESIDENT-ELECT | 12.00 | X | 48083 | 0 | 16500 | X | ||
| JAMES B BROADHURST MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| HUBERT I CAPLAN MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| WILLIAM F DOYLE MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| HEIDI J FOLEY MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| EDITH M JOLIN MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| ANNA A MANATIS MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JAMES R RALPH MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| VINCENT J RUSSO MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| ALAIN A CHAOUI MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| RONALD W DUNLAP MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| REBECCA L JOHNSON MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JUDD L KLINE MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| STUART B MUSHLIN MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| ROBIN S RICHMAN MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| PURNIMA R SANGAL MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| MARK M SHERMAN MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| CHARLES A WELCH MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| GEORGE ABRAHAM MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JOSEPH C BERGERON MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| MARYANNE C BOMBAUGH MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| WILLIAM A COOK MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| DANIEL M FRENDL | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| CYRUS C HOPKINS MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| BARRY STEINBERG MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| ALAN C WOODWARD MD | ||||||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| CAROLE E ALLEN MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| MARK A BIGDA MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| SVEND W BRUUN JR MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JULIA F EDELMAN MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| KATHERINE L HARVEY MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JAMES FX KENEALY MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| NASIR A KHAN MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| THOMAS A LAMATTINA MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| FRANCIS X ROCKETT MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| ERWIN A STUEBNER JR MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| JOHN JOSEPH WALSH MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| CLAUDIA L KOPPELMAN MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| KEITH C NOBIL MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| B HOAGLAND ROSANIA MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| ASHA P WALLACE MD | ||||||||
| ALTERNATE TRUSTEE | 0.30 | X | 0 | 0 | 0 | |||
| CORINNE BRODERICK | ||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | 436952 | 0 | 63962 | X | |||
| JOHN W BURNS | ||||||||
| VICE PRESIDENT, FINANCE | 50.00 | 253417 | 0 | 43237 | X | |||
| JEFFREY M DRAZEN MD | ||||||||
| EDITOR-IN-CHIEF | 50.00 | 511496 | 0 | 62604 | X | |||
| CHRISTOPHER R LYNCH | ||||||||
| VICE PRESIDENT, PUBLISHING | 50.00 | 350387 | 0 | 61049 | X | |||
| GREGORY D CURFMAN MD | ||||||||
| EXECUTIVE EDITOR | 50.00 | 345947 | 0 | 58551 | X | |||
| ROBERT S SCHWARTZ MD | ||||||||
| DEPUTY EDITOR | 50.00 | 286117 | 0 | 0 | X | |||
| EDWARD D CAMPION | ||||||||
| SENIOR DEPUTY EDITOR | 50.00 | 291510 | 0 | 57541 | X | |||
| ARTHUR P WILSCHEK | ||||||||
| EXECUTIVE DIRECTOR, GLOBAL SALES | 50.00 | 283479 | 0 | 52177 | X | |||
| THEODORE J BLIZZARD | ||||||||
| VICE PRESIDENT, INFORMATION TECH. | 50.00 | 272707 | 0 | 50598 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3285620 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 499219 | TotalOtherCompensation |
| Number Individuals GT100 K | 77 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COLLABORATIVE CONSULTING LLC | |||||
| 70 BLANCHARD RD STE 500 | BURLINGTON | MA | 01803 | INFORMATION TECHNOLOGY | 1495220 |
| DELOITTE TAX LLP | |||||
| PO BOX 2079 | CAROL STREAM | IL | 601322079 | TAX CONSULTING | 279716 |
| PRICEWATERHOUSECOOPERS | |||||
| PO BOX 7247-8001 | PHILADELPHIA | PA | 191708001 | ACCOUNTING/AUDIT | 226550 |
| JOHN K INGLEHART | |||||
| 10200 ADDISON CT | BETHESDA | MD | 20817 | EDITORIAL | 150000 |
| JOSEPH M GRANT | |||||
| 136 GARDINER RD | QUINCY | MA | 02169 | LEGISLATIVE | 140000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PUBLISHING | 511120 | 72484241 | 72484241 |
| EDUCATIONAL FEES | 611710 | 2981153 | 2981153 |
| MEMBERSHIP DUES | 900099 | 1464193 | 1464193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 76929587 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3911536 | TotalRevenueColumn |
| Exclusion | $3,911,536 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1762058 | TotalRevenueColumn |
| Exclusion | $1,762,058 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 874280 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 874280 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 874280 | TotalRevenueColumn |
| Exclusion | $874,280 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 92977791 | Securities |
| Other | 1491 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 83680674 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9297117 | Securities |
| Other | 1491 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9298608 | TotalRevenueColumn |
| Exclusion | $9,298,608 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| ADVERTISING | 541800 | 23591367 | 23591367 |
| BUSINESS SERVICES | 561000 | 2116595 | 2116595 |
| FORMS AND OTHER INCOME | 323100 | 174210 | 174210 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 287055 | TotalRevenueColumn |
| Unrelated Business Revenue | 287055 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 26169227 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118945296 | TotalRevenueColumn |
| Related Or Exempt Function Income | 76929587 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 26169227 | UnrelatedBusinessRevenue |
| Exclusion | $15,846,482 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1383743 | Total |
| Program Services | 1383743 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85000 | Total |
| Program Services | 85000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2561174 | Total |
| Program Services | 2561174 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31009961 | Total |
| Program Services | 31009961 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4282494 | Total |
| Program Services | 4282494 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6177704 | Total |
| Program Services | 6177704 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2420292 | Total |
| Program Services | 2420292 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51446 | Total |
| Program Services | 51446 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257250 | Total |
| Program Services | 257250 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81000 | Total |
| Program Services | 81000 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890056 | Total |
| Program Services | 890056 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7719602 | Total |
| Program Services | 7719602 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56940 | Total |
| Program Services | 56940 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2418637 | Total |
| Program Services | 2418637 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1794832 | Total |
| Program Services | 1794832 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7535195 | Total |
| Program Services | 7535195 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1336438 | Total |
| Program Services | 1336438 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 804256 | Total |
| Program Services | 804256 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3354639 | Total |
| Program Services | 3354639 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565735 | Total |
| Program Services | 565735 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PUBLISHING - OTHER PROD | 13103778 | 13103778 |
| PUBLISHING - MARKETING/ | 6637219 | 6637219 |
| CONFERENCING | 2668179 | 2668179 |
| PUBLISHING - EDITORIAL | 1812250 | 1812250 |
| DUES & MEMBERSHIPS | 295293 | 295293 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20449 | Total |
| Program Services | 20449 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99323562 | Total |
| Program Services | 99323562 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4658726 | BOY |
| EOY | 4438585 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2467041 | BOY |
| EOY | 5665770 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10127365 | BOY |
| EOY | 11002188 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5565250 | BOY |
| EOY | 5542250 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 651996 | BOY |
| EOY | 906661 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1661221 | BOY |
| EOY | 2751813 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 96908370 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 42982452 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55856320 | BOY |
| EOY | 53925918 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134384616 | BOY |
| EOY | 169236122 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000 | BOY |
| EOY | 25000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1732071 | BOY |
| EOY | 1653065 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217129606 | BOY |
| EOY | 255147372 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10575219 | BOY |
| EOY | 9449719 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34051894 | BOY |
| EOY | 36073700 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39964392 | BOY |
| EOY | 36925778 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30892902 | BOY |
| EOY | 34130395 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115484407 | BOY |
| EOY | 116579592 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101645199 | BOY |
| EOY | 138567780 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101645199 | BOY |
| EOY | 138567780 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217129606 | BOY |
| EOY | 255147372 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 19621734 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 17300847 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 2331634 | DuesAssessments |
| Non Ded Lobby Political Current | 620107 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 109296 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 729403 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 816072 | AggrAmtReportedInDuesNotices |
| Taxable | -$86,669 | TaxableAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107509330 | BeginningOfYearBalance |
| Contributions | 2347222 | Contributions |
| Investment Earnings Or Losses | 25541611 | InvestmentEarningsOrLosses |
| End Of Year Balance | 135398163 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 95784252 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 11725078 | InvestmentEarningsOrLosses |
| End Of Year Balance | 107509330 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 125946879 | BeginningOfYearBalance |
| Contributions | 3155 | Contributions |
| Investment Earnings Or Losses | -30165782 | InvestmentEarningsOrLosses |
| End Of Year Balance | 95784252 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16788124 | OtherCostOrOtherBasis |
| Book Value | 16788124 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36733393 | OtherCostOrOtherBasis |
| Depreciation | 14759618 | Depreciation |
| Book Value | 21973775 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2470550 | OtherCostOrOtherBasis |
| Depreciation | 1581882 | Depreciation |
| Book Value | 888668 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15428263 | OtherCostOrOtherBasis |
| Depreciation | 13937958 | Depreciation |
| Book Value | 1490305 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25488040 | OtherCostOrOtherBasis |
| Depreciation | 12702994 | Depreciation |
| Book Value | 12785046 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 53925918 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $471,500 |
| UNFUNDED PENSION LIABILITY | $31,890,071 |
| DEFERRED TAX LIABILITY | $337,319 |
| DERIVATIVE INSTRUMENT LIABILITY | $1,431,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 34130395 | TotalOfAmounts |
| Total Revenue | 118945296 | TotalRevenue |
| Total Expenses | 99323562 | TotalExpenses |
| Excess Or Deficit For Year | 19621734 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 19386858 | NetUnrealizedGLOnInvestments |
| Other | -$2,086,011 | OtherAmount |
| Total Adjustments | 17300847 | TotalAdjustments |
| Excess Or Deficit Per FS | 36922581 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 137441659 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 19386858 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 19386858 | RevenueNotRptdF990 |
| Revenue Subtotal | 118054801 | RevenueSubtotal |
| Investment Expenses Not Included | 890056 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 439 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 890495 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 118945296 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 100519078 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2086011 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2086011 | ExpensesNotRptdF990 |
| Expenses Subtotal | 98433067 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 890056 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 439 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 890495 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 99323562 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | BOARD DESIGNATED TO ENSURE THE LONG TERM FINANCIAL HEALTH OF THE SOCIETY. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SOCIETY FOLLOWS THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THAT PROVIDES CRITERIA FOR THE RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. THIS AMENDMENT PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. A TAX BENEFIT FROM SUCH UNCERTAIN TAX POSITIONS MAY BE RECOGNIZED ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE BASED ON TECHNICAL MERITS. BASED ON ITS ANALYSIS AND REVIEW OF ALL OPEN TAX YEARS (FISCAL 2009 THROUGH 2010), AND THE CURRENT YEAR TO BE FILED, THE SOCIETY DETERMINED THAT THE APPLICATION OF THIS GUIDANCE DOES NOT HAVE A MATERIAL IMPACT ON THE SOCIETY'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOWS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | PENSION LIABILITY ADJUSTMENT -1,854,961. UNREALIZED LOSS ON DERIVATIVE INSTRUMENT -231,050. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | OTHER 439. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | PENSION LIABILITY ADJUSTMENT 1,854,961. UNREALIZED LOSS ON DERIVATIVE INSTRUMENT 231,050. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | OTHER 439. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | UNRELATED BUSINESS | 3955891 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE | SUBSCRIPTION SALES | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE | BULK REPRINT SALES | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | UNRELATED BUSINESS | 1141238 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | SUBSCRIPTION SALES | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | BULK REPRINT SALES | |
| NORTH AMERICA | 0 | 0 | UNRELATED BUSINESS | 1214798 | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICE | SUBSCRIPTION SALES | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICE | BULK REPRINT SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 6311927 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 6311927 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: ACCOUNTING METHOD: ACCRUAL BASIS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| MMS & ALLIANCE CHARITABLE FOUNDATION | ||||||||||
| 860 WINTER ST | WALTHAM | MA | 024511411 | 223199624 | 501(C)(3) | 185500 | 0 | NOT APPLICABLE | NOT APPLICABLE | COMMUNITY ACTION |
| PHYSICIAN HEALTH SERVICES | ||||||||||
| 860 WINTER ST | WALTHAM | MA | 024511411 | 223234975 | 501(C)(3) | 498000 | 0 | NOT APPLICABLE | NOT APPLICABLE | ABUSE TREATMENT |
| MASS MEDICAL BENEVOLENT SOC | ||||||||||
| 860 WINTER ST | WALTHAM | MA | 024511411 | 237089741 | 501(C)(3) | 50000 | 0 | NOT APPLICABLE | NOT APPLICABLE | FINANCIAL RELIEF |
| MASS MEDICAL SOCIETY ALLIANCE | ||||||||||
| 860 WINTER ST | WALTHAM | MA | 024511411 | 237055291 | 501(C)(6) | 25000 | 0 | NOT APPLICABLE | NOT APPLICABLE | HEALTH EDUCATION |
| AMA FOUNDATION | ||||||||||
| 9050 PAYSHPERE CR | CHICAGO | IL | 60674 | 366080517 | 501(C)(3) | 14000 | 0 | NOT APPLICABLE | NOT APPLICABLE | MEDICAL EDUCATION |
| MA SOC FOR MEDICAL RESEARCH | ||||||||||
| 73 PRINCETON ST | N CHELMSFORD | MA | 01863 | 042770981 | 501(C)(3) | 7500 | 0 | NOT APPLICABLE | NOT APPLICABLE | MEDICAL RESEARCH |
| AMERICAN MEDICAL ASSOCIATION | ||||||||||
| 515 N STATE ST | CHICAGO | IL | 60654 | 360727175 | 501(C)(6) | 6250 | 0 | NOT APPLICABLE | NOT APPLICABLE | PHYSICIAN PRACTICE |
| AMERICAN HEART ASSOCIATION | ||||||||||
| 20 SPEEN ST | FRAMINGHAM | MA | 01701 | 135613797 | 501(C)(3) | 5370 | 0 | NOT APPLICABLE | NOT APPLICABLE | HEART EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | MEDICAL STUDENT GRANTS | TypeOfGrant |
| Number Of Recipients | 8 | NumberOfRecipients |
| Amount Of Cash Grant | 80000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | NOT APPLICABLE | MethodOfValuation |
| Description Of Non Cash Assistance | NOT APPLICABLE | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CORINNE BRODERICK | |||||||||||||
| 406913 | 0 | 0 | 0 | 30039 | 0 | 35834 | 0 | 28128 | 0 | 500914 | 0 | 0 | 0 |
| JOHN W BURNS | |||||||||||||
| 235798 | 0 | 0 | 0 | 17619 | 0 | 22696 | 0 | 20541 | 0 | 296654 | 0 | 0 | 0 |
| JEFFREY M DRAZEN MD | |||||||||||||
| 475908 | 0 | 0 | 0 | 35588 | 0 | 40664 | 0 | 21940 | 0 | 574100 | 0 | 0 | 0 |
| CHRISTOPHER R LYNCH | |||||||||||||
| 318187 | 0 | 0 | 0 | 32200 | 0 | 29623 | 0 | 31426 | 0 | 411436 | 0 | 0 | 0 |
| GREGORY D CURFMAN MD | |||||||||||||
| 345247 | 0 | 0 | 0 | 700 | 0 | 31517 | 0 | 27034 | 0 | 404498 | 0 | 0 | 0 |
| ROBERT S SCHWARTZ MD | |||||||||||||
| 0 | 0 | 0 | 0 | 286117 | 0 | 0 | 0 | 0 | 0 | 286117 | 0 | 0 | 0 |
| EDWARD D CAMPION | |||||||||||||
| 285810 | 0 | 0 | 0 | 5700 | 0 | 27357 | 0 | 30184 | 0 | 349051 | 0 | 0 | 0 |
| ARTHUR P WILSCHEK | |||||||||||||
| 179659 | 0 | 97120 | 0 | 6700 | 0 | 19926 | 0 | 32251 | 0 | 335656 | 0 | 0 | 0 |
| THEODORE J BLIZZARD | |||||||||||||
| 253387 | 0 | 0 | 0 | 19320 | 0 | 24257 | 0 | 26341 | 0 | 323305 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | ROBERT SCHWARTZ, M.D. RECEIVED A SEVERANCE PAYMENT OF $286,117 FROM A VOLUNTARY SEPARATION OF SERVICE. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| VANESSA P KENEALY | |||
| SEE BELOW | 36867 | SEE BELOW | 0 |
| PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS INC | |||
| SEE BELOW | 575607 | SEE BELOW | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MMS TRUSTEE BRUCE AUERBACH, M.D. IS MARRIED TO MMS TRUSTEE ROBIN S. RICHMAN. SPEAKER RICHARD PIETERS, M.D. IS MARRIED TO MMS TRUSTEE EDITH JOLIN, M.D. MMS TRUSTEES DRS. BRUCE AUERBACH, DEANNA RICKER, AND RONALD DUNLAP SERVE ON THE BOARD OF COVERYS ALONG WITH ALTERNATE TRUSTEES DR. MARYANNE BOMBAUGH AND EDWIN STUEBNER. ALTERNATE TRUSTEES SVEND BRUUN, M.D. AND JUD KLINE, 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 SOCIETY'S 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. | |
| 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 SOCIETY'S EXECUTIVE VICE PRESIDENT MUST REPORT IN HER ANNUAL REPORT ON OVERALL BOARD OF TRUSTEES CONFLICT OF INTEREST COMPLIANCE RATES. DETERMINATION AND REVIEW FOR OFFICERS, DIRECTORS AND TRUSTEES RELATIVE TO CONFLICTS OF INTEREST ARE AT THE BOARD OF TRUSTEES LEVEL. DETERMINATION AND REVIEW FOR EMPLOYEES ARE ADDRESSED THROUGH THE SOCIETY'S EXECUTIVE VICE PRESIDENT. EXECUTIVE VICE PRESIDENT CONFLICTS ARE ADDRESSED THROUGH THE SOCIETY'S PRESIDENT. ACTIONS AND RESTICTIONS 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 THESE 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 12C | |
| 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 APRIL 2011 IS THE LAST DATE FOR WHICH COMPENSATION REVIEWS WERE CONDUCTED FOR THE EXECUTIVE VICE PRESIDENT AND VICE PRESIDENT OF FINANCE POSITIONS AND JANUARY 2009 FOR THE VICE PRESIDENT OF PUBLISHING, EDITOR-IN-CHIEF AND OFFICER POSITIONS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 19,386,858. PENSION LIABILITY ADJUSTMENT -1,854,961. UNREALIZED LOSS ON DERIVATIVE INSTRUMENT -231,050. TOTAL TO FORM 990, PART XI, LINE 5: 17,300,847. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| MMS WINTER STREET LLC | |||||||||
| 860 WINTER STREET | WALTHAM | MA | 024511411 | 043384431 | PROPERTY | DE | 5000000 | 40652140 | N/A |
| MMS LOT 2 LLC | |||||||||
| 860 WINTER STREET | WALTHAM | MA | 024511411 | 043500736 | PROPERTY | DE | 784956 | 11756043 | N/A |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS MEDICAL SOCIETY CHARITABLE AND EDUCATIONAL FUND | ||||||||||
| 860 WINTER STREET | WALTHAM | MA | 024511411 | 046075905 | MEDICAL STUDENT LOANS | MA | 501(C)(3) | 11, TYPE I | N/A | 1 |
| PHYSICIAN HEALTH SERVICES INC | ||||||||||
| 860 WINTER STREET | WALTHAM | MA | 024511411 | 223234975 | OUTREACH SERVICES | MA | 501(C)(3) | 11, TYPE I | N/A | 1 |
| MASSACHUSETTS MEDICAL SOCIETY & ALLIANCE CHARITABLE FOUNDATION | ||||||||||
| 860 WINTER STREET | WALTHAM | MA | 024511411 | 223199624 | GRANTMAKING | MA | 501(C)(3) | 11, TYPE I | N/A | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WINTER STREET | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 024511411 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043135954 | EIN |
| Primary Activity | INSURANCE | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 2489506 | ShareOfTotalIncome |
| Share Of EOY Assets | 3190032 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS INC | ||
| A | 89324 | FAIR MARKET VALUE |
| PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS INC | ||
| N | 174210 | COST |
| PHYSICIAN'S INSURANCE AGENCY OF MASSACHUSETTS INC | ||
| P | 312073 | COST |
| MASSACHUSETTS MEDICAL SOCIETY CHARITABLE AND EDUCATIONAL FUND | ||
| A | 139713 | PROMISSORY NOTE |
| MASSACHUSETTS MEDICAL SOCIETY CHARITABLE AND EDUCATIONAL FUND | ||
| D | 5599441 | PROMISSORY NOTE |
| MASSACHUSETTS MEDICAL SOCIETY AND ALLIANCE CHARITABLE FOUNDATION | ||
| B | 185500 | FAIR MARKET VALUE |
| PHYSICIAN HEALTH SERVICES INC | ||
| B | 498000 | FAIR MARKET VALUE |
| PHYSICIAN HEALTH SERVICES INC | ||
| P | 146037 | COST |