Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012
BCheck if applicable:
CName of organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
243 CHARLES STREET
 
Room/suite
City or town, state or country, and ZIP + 4
BOSTON, MA02114
D Employer identification number

04-2103591
E Telephone number

G Gross receipts $ 200,212,167
F Name and address of principal officer:
CAROLANN WILLIAMS
243 CHARLES STREET
BOSTON,MA02114
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MASSEYEANDEAR.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1827
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 17
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 1,852
6 Total number of volunteers (estimate if necessary) .... 6 240
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 37,417,260 33,572,100
9 Program service revenue (Part VIII, line 2g) ......... 153,732,051 150,956,667
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,186,135 665,789
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12,661,110 15,017,611
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 204,996,556 200,212,167
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,613,142 15,552,737
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 91,572,396 100,490,121
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 195,441 256,235
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,554,604    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 113,907,572 84,181,529
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 212,288,551 200,480,622
19 Revenue less expenses. Subtract line 18 from line 12....... -7,291,995 -268,455
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 248,076,965 236,179,653
21 Total liabilities (Part X, line 26)............. 214,774,227 210,336,333
22 Net assets or fund balances. Subtract line 21 from line 20..... 33,302,738 25,843,320
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: SEE SCHEDULE O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 40,995,393 including grants of $ 15,552,737 ) (Revenue $ 150,956,667 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $ 3,743,884 including grants of $   ) (Revenue $   )
SEE SCHEDULE O
4c (Code:   ) (Expenses $ 101,574,333 including grants of $   ) (Revenue $   )
SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 146,313,610
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
Click to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements. Click to see list of attachments
20b
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
......................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
235
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
1,852
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
20
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MA , NY
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
CAROLANN WILLIAMS
243 CHARLES STREET
BOSTON,MA02114
(617) 573-3012
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) JOHN R FERNANDEZ
PRESIDENT
36.0 X   X       751,550 0 173,740
(2) WYCLIFFE GROUSBECK
CHAIR
4.0 X   X       0 0 0
(3) JONATHAN UHRIG
TREASURER
4.0 X   X       0 0 0
(4) LILY H BENTAS
SECRETARY
4.0 X   X       0 0 0
(5) RICHARD H ALDRICH
DIRECTOR
2.0 X           0 0 0
(6) DEWALT PETE ANKENY
DIRECTOR
2.0 X           0 0 0
(7) JAMES CARLISLE
DIRECTOR
2.0 X           0 0 0
(8) CHARLES DE GUNZBERG
DIRECTOR
2.0 X           0 0 0
(9) SAMUEL FLEMING
DIRECTOR
2.0 X           0 0 0
(10) HARVEY FREISHTAT
DIRECTOR
2.0 X           0 0 0
(11) JOSEPH W HALEY
DIRECTOR (UNTIL 12/7/11)
2.0 X           0 0 0
(12) LYLE HOWLAND
DIRECTOR
2.0 X           0 0 0
(13) DIANE E KANEB
DIRECTOR
2.0 X           0 0 0
(14) JONATHAN KUTCHINS
DIRECTOR
2.0 X           0 0 0
(15) VICTORIA MCCULLOUGH
DIRECTOR
2.0 X           0 0 0
(16) JOAN W MILLER MD
DIRECTOR
27.0 X           0 731,929 56,018
(17) JOSEPH B NADOL JR MD
DIRECTOR
29.0 X           0 775,106 63,215
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) ANNETTE NOVA
DIRECTOR
2.0 X           0 0 0
(19) WILLIAM ROMAN
DIRECTOR
2.0 X           0 0 0
(20) FREDERICK THORNE
DIRECTOR
2.0 X           0 0 0
(21) KATHRYN VECELLIO
DIRECTOR
2.0 X           0 0 0
(22) SUSAN WILLIAMS
ASST SEC/GENERAL COUNSEL
50.0     X       261,351 0 18,750
(23) MAUREEN KELLEY
ASST SECRETARY (AS OF 4/25/11)
50.0     X       0 0 0
(24) CAROLANN WILLIAMS
VP FINANCE & CFO
60.0     X       192,813 0 4,368
(25) BARBARA J SCULLY
DIR PROFESSIONAL BILLING
30.0       X     164,057 0 32,592
(26) EILEEN O LOWELL
CHIEF NURSING OFFICER
60.0       X     163,490 0 32,109
(27) ALAN K LONG
VP RESEARCH (AS OF 4/4/11)
50.0       X     194,507 0 3,363
(28) CHRISTINE REGAN
VP HUMAN RESOURCES
50.0       X     217,725 0 23,136
(29) KENNETH HOLMES
CFO MEEA
30.0       X     236,595 0 38,361
(30) JEAN E MACQUIDDY
VP OTOLARYNGOLOGY
30.0       X     248,764 0 31,061
(31) ALEC CHELOFF
VP INFORMATION SYSTEMS
50.0       X     242,327 0 37,530
(32) JEFFREY J PIKE
CHIEF OPERATING OFFICER
60.0       X     254,342 0 16,993
(33) JAVIER BALLOFFET
VP OPHTHALMOLOGY
40.0       X     292,312 0 35,924
(34) GAYLE A FISHMAN UNTIL 1112
FORMER EVP QUALITY CARE
50.0       X     254,445 0 8,031
(35) JENNIFER STREET
VP COMMUNICATIONS
43.0         X   257,174 0 37,317
(36) MICHAEL SOUZA UNTIL 32912
VP NETWORK DEVELOPMENT
50.0         X   243,727 0 10,468
(37) MELISSA M PAUL
VP DEVELOPMENT
50.0         X   224,795 0 40,328
(38) GLENN W BUNTING
VOICE & SPEECH CLINICAL DIR
50.0         X   176,754 0 34,700
(39) GREGORY J DONNELLY
EXEC DIR CLINICAL SERVICES
50.0         X   157,790 0 30,511
(40) PETER J CHINETTI
FORMER VP FINANCE
60.0           X 365,089 0 22,615
(41) ROBERT M BIGGIO
FORMER VP FACILITIES
50.0           X 165,423 0 24,148
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,065,030 1,507,035 775,278
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet148
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
TSOIKOBUS ASSOCIATES
1 BRATTLE SQUARE PO BOX 9114
CAMBRIDGE,MA02238
ARCHITECT 1,468,032
CG ASSOCIATES
7 CHUCK DRIVE
DRACUT,MA01826
General Contractor 542,471
FISH RICHARDSON PC
PO BOX 3295
BOSTON,MA02241
ATTORNEY 421,614
DLA PIPER LLP
PO BOX 64029
BALTIMORE,MD21264
ATTORNEY 391,781
JG ASSOCIATES
8 SUMMIT RD
LEXINGTON,MA02421
ARCHITECTS 412,503
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet14
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 8,471,314
e Government grants (contributions)1e 16,300,782
f All other contributions, gifts, grants, and
similar amounts not included above
1f
8,800,004
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 33,572,100
 Program Service Revenue Business Code
2a INPATIENT AND OUTPATIENT 900,099 131,715,018 131,715,018    
b MISCELLANEOUS REVENUE 900,099 6,683,397 6,683,397    
c RESEARCH OVERHEAD 900,099 6,119,254 6,119,254    
d HEARING AID CENTERS 900,099 3,479,386 3,479,386    
e CAFETERIA/FOOD SERVICE 722,210 1,757,849 1,757,849    
f All other program service revenue . 1,201,763 1,201,763    
g Total. Add lines 2a–2f........MediumBullet 150,956,667
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 147,872     147,872
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0     0
5 Royalties............MediumBullet 15,017,611     15,017,611
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 517,917  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 517,917  
d Net gain or (loss)..........MediumBullet 517,917     517,917
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0   0
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0     0
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0     0
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 0
12 Total revenue. See Instructions....MediumBullet 200,212,167 150,956,667   15,683,400
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 15,506,749 15,506,749
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0 0
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 45,988 45,988
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 6,412,136 875,610 5,536,526  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0    
7 Other salaries and wages 72,346,219 57,048,103 14,474,563 823,553
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,277,318 940,077 323,401 13,840
9 Other employee benefits ....... 15,099,678 11,113,020 3,823,055 163,603
10 Payroll taxes ........... 5,354,770 3,940,989 1,355,763 58,018
11 Fees for services (non-employees):        
a Management ...... 0 0    
b Legal ......... 1,387,345 1,064,839 322,506  
c Accounting ........... 444,891 253,184 191,707  
d Lobbying ........... 198,209 0 198,209  
e Professional fundraising. See Part IV, line 17.. 256,235 256,235
f Investment management fees ...... 0 0    
g Other .......... 765,445 662,642 90,974 11,829
12 Advertising and promotion .... 769,649 667 768,982 0
13 Office expenses ....... 1,517,064 961,111 479,373 76,580
14 Information technology ...... 2,308,630 0 2,308,630  
15 Royalties .. 0 0    
16 Occupancy ........... 6,340,830 910,959 5,429,871  
17 Travel ............ 884,874 743,234 121,513 20,127
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0    
19 Conferences, conventions, and meetings .... 0 0    
20 Interest ........... 1,857,204 1,122,681 734,523  
21 Payments to affiliates ....... 0 0    
22 Depreciation, depletion, and amortization ..... 15,746,081 9,518,518 6,227,563  
23 Insurance .............. 1,335,075 34,978 1,300,097  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a MEDICAL SUPPLIES 29,057,739 28,989,552 68,187 0
b PHYSICIANS ADMINISTRATION 6,723,189 6,673,792 49,397  
c MISCELLANEOUS 6,650,648 2,272,959 4,269,035 108,654
d ALL OTHER EXPENSES 8,194,656 3,633,958 4,538,533 22,165
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 200,480,622 146,313,610 52,612,408 1,554,604
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 765,636 1 84,562
2 Savings and temporary cash investments ....... 0 2 0
3 Pledges and grants receivable, net ......... 0 3 0
4 Accounts receivable, net ......... 23,704,890 4 20,951,960
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 30,000 5 20,000
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 2,554,277 8 2,155,473
9 Prepaid expenses and deferred charges ............ 3,557,013 9 3,862,909
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 352,043,873
b Less: accumulated depreciation. ..... 10b 218,775,617 114,804,214 10c 133,268,256
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ...... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 102,660,935 15 75,836,493
16 Total assets. Add lines 1 through 15 (must equal line 34)... 248,076,965 16 236,179,653
Liabilities 17 Accounts payable and accrued expenses . 62,773,223 17 80,079,903
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 52,857,085 19 37,959,380
20 Tax-exempt bond liabilities .......... 89,368,557 20 86,480,956
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 9,775,362 25 5,816,094
26 Total liabilities. Add lines 17 through 25..... 214,774,227 26 210,336,333
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 33,302,738 27 25,843,320
28 Temporarily restricted net assets ..... 0 28 0
29 Permanently restricted net assets ..... 0 29 0
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 33,302,738 33 25,843,320
34 Total liabilities and net assets/fund balances ..... 248,076,965 34 236,179,653
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
200,212,167
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
200,480,622
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-268,455
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
33,302,738
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-7,190,963
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
25,843,320
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions).
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions).
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions).
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions).
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions).
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions).
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  

Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in)
(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
         
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
198,290
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
198,290
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1(I):   DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2012, THE MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY") PAID A CONSULTANT TO ASSIST THE INFIRMARY ON BEHALF OF ITSELF AND ITS AFFILIATES, WITH DEVELOPING MEETINGS WITH THE MEMBERS OF THE MASSACHUSETTS LEGISLATURE AND EXECUTIVE BRANCH FOR PURPOSES OF DISCUSSION AROUND STATE HEALTHCARE PAYMENT REFORM, DISCUSSION AROUND MASSACHUSETTS EYE AND EAR REAL ESTATE DEVELOPMENT PLANNING, ASSIST IN PREPARING TESTIMONY FOR PRESENTATION BEFORE ALL RELEVANT COMMITTEES OF THE MASSACHUSETTS GENERAL COURT; DEVELOP LEGISLATIVE STRATEGIES; SERVE AS LIAISON TO GOVERNMENT AGENCIES AS NECESSARY AND MONITOR AND REPORT ON GOVERNMENT PROGRAMS RELATIVE TO HEALTHCARE FINANCING, INCLUDING STATE APPROPRIATIONS AND GRANTS. THE INFIRMARY IS A MEMBER OF CERTAIN TRADE ASSOCIATIONS THAT MAY LOBBY ON ITS BEHALF.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 86,399,272 60,472,244 60,355,993 60,792,309
b Contributions ........ 1,269,332 29,640,100 736,023 993,556
c Net investment earnings, gains, and losses ... 6,139,492 1,622,561 4,138,384 3,611,396
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........
2,803,513 4,005,052 3,579,845 3,713,026
f Administrative expenses .... 1,280,042 1,330,581 1,178,311 1,328,242
g End of year balance ...... 89,724,541 86,399,272 60,472,244 60,355,993
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet9.412 %
b
Permanent endowment SchDMd Bullet36.212 %
c
Temporarily restricted endowment SchDMd Bullet54.376 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   535,324 535,324
b Buildings ................   169,297,480 99,569,833 69,727,647
c Leasehold improvements ............   599,406 584,426 14,980
d Equipment ................   159,363,438 118,576,585 40,786,853
e Other .................   22,248,225 44,773 22,203,452
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 133,268,256
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATES 17,068,763
(2) FUNDS HELD FOR RESEARCH 28,527,687
(3) CONSTRUCTION FUND 17,518,288
(4) DEBT SERVICE FUND 107,449
(5) SPECIAL CASH & CAPITAL RESERVE 5,153,493
(6) DEBT SERVICE RESERVES FUND 5,262,038
(7) DEFERRED FINANCING COSTS 1,629,506
(8) CAPITALIZED INTEREST 64
(9) TAX DEFERRED PLAN ASSETS 569,205
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 75,836,493
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
DUE TO AFFILIATES 125,261
ESTIMATE THIRD PARTY SETTLEMENTS 4,206,868
PROFESSIONAL LIABILITY RESERVE 585,715
ASSET RETIREMENT OBLIGATION 329,045
TAX DEFERRED LIABILITY 569,205




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,816,094
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
SCHEDULE D, PART III, LINE 4:   THE RARE BOOKS COLLECTION CONSISTS MAINLY OF SEVERAL HUNDRED BOOKS IN EACH SPECIALTY OF THE EYE AND EAR AND BOOKS PURCHASED LATER WITH FUNDS FROM ENDOWMENTS SET UP BY THE PEOPLE WHO DONATED THE ORIGINAL COLLECTIONS. THE RARE BOOKS ARE AVAILABLE TO THE SCIENTIFIC, MEDICAL AND ACADEMIC COMMUNITY FOR PURPOSES OF RESEARCH AND EDUCATION. SCHEDULE D, PART V, LINE 4: THE ENDOWMENT FUNCTIONS TO SUPPORT THE MISSION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY TO PROVIDE SUPERIOR PATIENT CARE AND RESEARCH. THE INCOME FROM THE ENDOWMENT FUNDS ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS USUALLY FOR RESEARCH, EDUCATION AND PATIENT CARE.
SCHEDULE D, PART X, LINE 2:   THE MASSACHUSETTS EYE AND EAR INFIRMARY ("INFIRMARY") WAS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WITH ITS PARENT, THE FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, INC. ("THE FOUNDATION"), AND AFFILIATED ORGANIZATIONS. THE INCOME TAX FOOTNOTE IS AS FOLLOWS: THE FOUNDATION AND ITS AFFILIATES QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE. THE FOUNDATION, INFIRMARY, ASSOCIATES, SCHEPENS AND EMBANKMENT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CIRCLE IS TAX-EXEMPT UNDER 501(C)(25) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS.
Schedule D (Form 990) 2011

Additional Data


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SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total
expenditures for region/investments
in region
Europe (Including Iceland and Greenland)     Program Services Research 45,988
Central America and the Caribbean     Investments   23,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     68,988
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     68,988
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount of
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe/Iceland/Greenland   45,988 CHECK 0    
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
1
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
SCHEDULE F, PART I, LINE 2:   SUBAWARDS ARE ISSUED THROUGH A CONSORTIUM AGREEMENT BETWEEN THE MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY") AND THE RECIPIENT INSTITUTION. THE AGREEMENT SPECIFIES THE TERMS OF THE SUBAWARD AND INCLUDES A DETAILED BUDGET AND SCOPE OF WORK TO BE PERFORMED BY THE RECIPIENT INSTITUTION. AWARDED FUNDS ARE ENCUMBERED BY A PURCHASE ORDER THAT IS ASSIGNED TO A UNIQUE FUND NUMBER. PAYMENTS TO RECIPIENT INSTITUTIONS MADE AGAINST THE PURCHASE ORDER ARE RECORDED IN THE INFIRMARY ACCOUNTING SYSTEM SO THAT INDIVIDUAL PAYMENTS AND PURCHASE ORDERS BALANCES CAN BE MONITORED. DISBURSEMENT OF FUNDS FOR SUBAWARDS REQUIRES THE WRITTEN APPROVAL OF THE PRINCIPAL INVESTIGATOR ("PI"). FREQUENT PROGRESS REPORTS AND OTHER FORMS OF COMMUNICATION ARE REQUIRED BETWEEN THE PI AND THE SUBAWARD RECIPIENT INSTITUTE TO ENSURE THAT THE SCOPE OF WORK IS PROGRESSING AT A STATISFACTORY PACE. SCHEDULE F, PART I, LINE 3, COLUMN(F) AND PART II, LINE 1: THE INFIRMARY USES THE ACCRUAL METHOD OF ACCOUNTING AND SEPERATELY IDENTIFIES FOREIGN ACTIVITY ON ITS GENERAL LEDGER.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
PURSUANT
5151 BELT LINE ROAD 900
 
DALLAS, TX75254
ANNUAL FUND   No   105,983  
BRAKELEY BRISCO
85 CAMP AVENUE
 
STAMFORD, CT06907
CAPITAL CAMPAIGN   No   150,496  
Total .................right arrow   256,479  
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
ME, MA, NY
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other Events

 
(total number)
(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Charitable
contributions . . .
       
3 Gross income (line 1
minus line 2) . . .
       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
SCHEDULE G, PART I, LINE 2B, COLUMN (V):   DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2012, THE MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY") CONTRACTED WITH PURSUANT, A FUNDRAISING CONSULTING COMPANY, TO ASSIST WITH THE INFIRMARY'S MAILING COMPAIGN BY DRAFTING LETTERS AND WORKING WITH A MAIL HOUSE TO SEND LETTERS AND EMAILS TO PATIENTS ON THE INFIRMARY'S BEHALF. THE INFIRMARY ALSO CONTRACTED WITH BRAKELEY BRISCOE TO ASSIST WITH THE INFIRMARY'S CAPITAL FUNDRAISING CAMPAIGN.
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a....
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG to determine eligibility for providing discounted care? If "Yes," indicate which of the
following was the family income limit for eligibility for discounted care: ............
3b
Yes
 
c
If the organization did not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount?......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year?...........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ...............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance
and Means-Tested Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) ..
    3,049,351 0 3,049,351 1.540 %
b Medicaid (from Worksheet 3, column a) .....     12,049,331 10,106,769 1,942,562 0.980 %
c Costs of other means-tested government programs (from Worksheet 3, column b) .     3,298,605 3,194,532 104,073 0.050 %
dTotal Financial Assistance and
Means-Tested Government Programs .....
    18,397,287 13,301,301 5,095,986 2.570 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) ....
    126,831 0 126,831 0.060 %
f Health professions education
(from Worksheet 5) ..
    6,540,327 1,365,874 5,174,453 2.570 %
g Subsidized health services
(from Worksheet 6) ..
2 541 1,882,900 1,366,928 515,972 0.260 %
h Research (from Worksheet 7)     34,976,320 1,323,707 33,652,613 16.990 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) ....     488,083 0 488,083 0.250 %
jTotal Other Benefits ... 2 541 44,014,461 4,056,509 39,957,952 20.130 %
kTotal. Add lines 7d and 7j. .. 2 541 62,411,748 17,357,810 45,053,938 22.700 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense........
2
2,422,885
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy .....
3
63,483
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
35,496,754
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
35,778,188
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-281,434
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures
(see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership%
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest)
How many hospital facilities did the organization operate during the tax year?1
Name and address
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 MASSACHUSETTS EYE & EAR INFIRMARY
243 CHARLES STREET
BOSTON,MA02114
X     X   X X    
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
MASSACHUSETTS EYE & EAR INFIRMARY
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?6
Name and address Type of Facility (describe)
1 MASSACHUSETTS EYE & EAR STONEHAM
ONE MONTVALE AVENUE
STONEHAM,MA02180
LICENSED OUTPATIENT LOCATION
2 MASSACHUSETTS EYE & EAR E BRDIGEWATER
ONE COMPASS WAY SUITE 100
E BRIDGEWATER,MA02333
LICENSED OUTPATIENT LOCATION
3 MEEI VESTIBULAR CENTER AT BRAINTREE
250 POND STREET 1ST FLOOR
BRAINTREE,MA02184
LICENSED OUTPATIENT LOCATION
4 MASSACHUSETTS EYE & EAR QUINCY
500 CONGRESS STREET
QUINCY,MA02169
LICENSED OUTPATIENT LOCATION
5 MASSACHUSETTS EYE & EAR AT JOSLIN
1 JOSLIN PLACE
BOSTON,MA02215
LICENSED OUTPATIENT LOCATION
6 MASSACHUSETTS EYE & EAR CONCORD
54 BAKER AVE EXTENSION 3RD FL STE
CONCORD,MA01742
LICENSED OUTPATIENT LOCATION
7
8
9
10
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 9, 10, 11h, 13g, 15e, 16e, 17e, 18d, 19d, 20, and 21.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
SCHEDULE H, PART II:   THE MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY") AND IT'S AFFILIATED ORGANIZATIONS (COLLECTIVELY "MEEI") PROVIDED COMMUNITY BUILDING HEALTH IMPROVEMENT ADVOCACY BY PROVIDING EDUCATIONAL OPPORTUNITIES AND SUPPORT, INCLUDING HOSTED SUPPORT GROUPS, FOCUSING ON HEALTH CONDITIONS IN OUR SPECIALTIES TO PATIENTS AND THE PUBLIC. PLEASE SEE PAGE 16 OF THE COMMUNITY BENEFITS PLAN POSTED ON THE MEEI WEBSITE, WWW.MASSEYEANDEAR.ORG, FOR DETAILS.
SCHEDULE H, PART III, LINE 4:   BAD DEBTS ARE WRITTEN OFF AT GROSS CHARGES. FOR UNINSURED CLAIMS (SELF-PAY), BAD DEBTS ARE DISCOUNTED TO COST USING THE HOSPITAL COST ACCOUNTING SYSTEM. ACCOUNTS RECEIVABLE RELATED TO CO-PAYS, DEDUCTIBLES, AND COINSURANCE THAT IS WRITTEN OFF AS BAD DEBT IS ALREADY REPORTED AT COST AND IS DEDUCTED FROM THE INSURANCE-ALLOWED AMOUNT.
SCHEDULE H, PART III, LINE 8:   THE SHORTFALL REPORTED ON PART III, LINE 7 SHOULD BE CONSIDERED COMMUNITY BENEFIT BECAUSE REIMBURSEMENT FROM MEDICARE DOES NOT COVER THE COST OF TREATING PATIENTS. MEEI HAS A POLICY TO TREAT ALL PATIENTS, REGARDLESS OF THE PAYER. AS A PRIMARILY OUT-PATIENT FACILITY, WITH ONLY TWO SPECIALTIES, MEEI CANNOT BENEFIT FROM RELATIVELY HIGHER MEDICARE PAYMENTS FOR SOME SPECIALTIES OR HIGHER INPATIENT MEDICARE REIMBURSEMENT. WITHOUT COMPROMISING PATIENT CARE, MEEI HAS LIMITED MEANS FOR REDUCING COSTS. MEEI USES A COST ACCOUNTING SYSTEM THAT IS COMPRISED OF A STEP-DOWN METHODOLOGY FOR ALLOCATING HOSPITAL OVERHEAD THAT IS SIMILAR TO THAT USED FOR THE MEDICARE COST REPORT. ALL INDIRECT COSTS ARE ALLOCATED TO PATIENT CARE COST CENTER, TEACHING AND RESEARCH. FULLY-LOADED PATIENT CARE COSTS ARE ALLOCATED TO PATIENTS USING BILLED UNITS, UNIT COSTS, AND ALLOCATION ALGORITHMS SPECIFIC TO EACH COST CENTER.
SCHEDULE H, PART III, LINE 9B:   PATIENTS ARE NOTIFIED ON ALL BILLING STATEMENTS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE AND THE CONTACT INFORMATION OF THE APPROPRIATE STAFF MEMBERS WHO ARE AVAILABLE TO ASSIST IN THE PROCESS. MEEI'S POLICY INCORPORATES SPECIFIC BILLING PRACTICES RELATING TO PATIENTS WHO ARE ELGIBILE FOR FINANCIAL ASSISTANCE.
SCHEDULE H, PART V, LINE 19D:   CHARGES FOR PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE ARE BASED ON THE AVERAGE REIMBURSEMENT OF THE INFIRMARY'S THREE LARGEST PAYERS.
SCHEDULE H, PART VI, LINE 2:   MEEI ENGAGED THE SERVICES OF CONSULTANTS TO WORK CLOSELY WITH THE COMMUNITY BENEFITS (BC) WORKING GROUP THROUGHOUT THE ASSESSMENT AND PLANNING PROCESS, WHICH TOOK PLACE DURING THE FALL 2012/WINTER 2013. DURING THE ASSESSMENT AND PLANNING PROCESSES, THE CB WORKING GROUP MET REGULARLY AND ENGAGED THE FULL COMMITTEE AS NEEDED FOR PROGRESS UPDATES AND INPUT. AFTER THE PLAN WAS DEVELOPED AND APPROVED, MEETINGS DECREASED IN FREQUENCY AND THE GROUPS MET ON AN AS-NEEDED BASIS. FOR MOST MASSACHUSETTS HOSPITALS, COMMUNITY-LEVEL DATA AVAILALBE THROUGH THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH AND BOSTON PUBLIC HEALTH COMMISSION ARE USEFUL IN UNDERSTANDING THE SPECIFIC HEALTH NEEDS OF COMMUNITIES AND THOSE IN WHICH DISPARITIES EXIST. THESE DATA ARE TYPICALLY USED TO SELECT VULNERABLE COMMUNITIES AND POPULATIONS AND TO TARGET SERVICES TO ADDRESS PARTICULAR HEALTH ISSUES AND DISPARITIES. BECAUSE NEITHER THE BOSTON PUBLIC HEALTH COMMISSION NOR THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH COLLECT AND REPORT DATA ON VISION, HEARING AND OTHER HEAD AND NECK CONDITIONS IN MASSACHUSETTS COMMUNITIES, MEEI'S CB COMMITTEE HAD TO RELY ON ITS OWN PATIENT DATA, CENSUS DATA, AND GUIDANCE FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION TO DEFINE ITS TARGET COMMUNITIES AND POPULATIONS AND TO FORMULATE OBJECTIVES FOR ITS COMMUNITY BENEFITS PLAN.
SCHEDULE H, PART VI, LINE 3:   MEEI, AS A FACILITY, WORKS TO ACTIVELY INFORM PATIENTS OF PROGRAMS AND RESOURCES AVAILABLE TO THEM TO HELP WITH FINANCIAL ASSISTANCE. BILLING BROCHURES ARE AVAILABLE IN ALL DEPARTMENTAL WAITING AREAS, WHICH EXPLAIN THE BILLING PROCESS AND THE PATIENT'S OPTIONS FOR FINANCIAL ASSISTANCE. IN ADDITION, THE MEEI EXTERNAL WEBSITE CONTAINS A LINK WHICH HIGHLIGHTS THE BASIC FEDERAL PROGRAMS AND ACCESS TO MEEI'S FINANCIAL COUNSELORS. THE FINANCIAL COUNSELING PROCESS IS DESIGNED TO EVALUATE THE PATIENTS' FINANCIAL ABILITY TO PAY AND TO RECOMMEND AND ASSIST THE PATIENT WITH ENROLLING IN ANY APPLICABLE GOVERNMENT OR PRIVATE PROGRAMS. WHEN ALL AVENUES HAVE BEEN EXHAUSTED, CHARITABLE CARE CRITERIA ARE REVIEWED.
SCHEDULE H, PART VI, LINE 4:   STEP 1: IDENTIFY MEEI'S TARGET AREA AND POPULATIONS FOR ITS COMMUNITY BENEFITS PLAN THE ASSESSMENT TO INFORM THE NEXT MEEI COMMUNITY BENEFIT PLANS BEGAN WITH ANALYSIS OF 12 MONTHS OF PATIENT DATA (APRIL 1, 2011 THROUGH MARCH 31, 2012) TO BETTER UNDERSTAND THE POPULATION SERVED. PATIENTS FROM OUTSIDE OF MASSACHUSETTS WERE EXCLUDED FROM ANALYSES, LEAVING A REPRESENTATIVE SAMPLE OF 65,429 PATIENTS. BELOW, OBSERVATIONS ABOUT PATIENTS' SEX, RACE/ETHNICITY, AGE, SOCIO-ECONOMIC STATUS, AND THEIR GEOGRAPHIC LOCATIONS ARE PROVIDED. THESE DATA WERE USED TO GUIDE THE SELECTION OF COMMUNITIES AND/OR POPULATIONS OF FOCUS. DEMOGRAPHIC CATEGORIES & STATISTICS: SEX: OVER HALF (53.4%) OF PATIENTS INCLUDED IN THE DATA SET ARE FEMALE. RACE/ETHNICITY: ROUGHLY 75% OF PATIENTS IN THE SAMPLE ELECTED TO PROVIDE DATA ABOUT THEIR RACE AND ETHNICITY AT THE TIME OF REGISTRATION AT THE HOSPITAL. FIGURE 1 BELOW SHOWS THE RACIAL/ETHNIC BREAKDOWN OF PATIENTS IN THE DATA SET, THE MAJORITY OF WHOM (60.2%) ARE WHITE. RACIAL/ETHNIC BREAKDOWN: (NUMBER OF PATIENTS; PERCENTAGE OF TOTAL PATIENTS) AMERICAN INDIAN/ALASKA NATIVE: 125; 0.2% ASIAN: 2,196; 3.4% BLACK/AFRICAN AMERICAN: 4,684; 7.2% HISPANIC: 1,090; 1.7% PACIFIC ISLANDER: 25; <1% WHITE: 39,392; 60.2% OTHER: 1,148; 1.7% UNKNOWN: 16,769; 25.6% TOTAL: 65,429; 100% BECAUSE THERE IS SO MUCH MISSING INFORMATION ABOUT RACE/ETHNICITY, THE DATA WERE NOT PARTICULARLY USEFUL IN IDENTIFYING VULNERABLE POPULATIONS. GEOGRAPHY: NOTE THAT WITHIN DATA SET, SOME PATIENTS WERE LISTED AS LIVING IN BOSTON WITH NO SPECIFIED NEIGHBORHOOD, WHEREAS OTHERS WERE LISTED AS LIVING IN ONE OF BOSTON'S 21 NEIGHBORHOODS. IN FACT, DATA WERE AVAILABLE FOR 11 OF THE 21 NEIGHBORHOODS. RATHER THAN ROLL THE DATA FOR THE 11 NEIGHBORHOODS INTO THE BOSTON NUMBERS, THE CONSULTANTS KEPT THE DATA SEPARATE TO UNDERSTAND WHICH NEIGHBORHOODS HAVE SIGNIFICANT NUMBERS OF MEEI PATIENTS. HOWEVER, IT SHOULD BE NOTED THAT THE ACTUAL NUMBERS ASSOCIATED WITH THOSE NEIGHBORHOODS SHOULD BE HIGHER, AS SOME PATIENTS LIVING IN THOSE NEIGHBORHOODS ARE SIMPLY CLASSIFIED AS LIVING IN BOSTON. OTHER NEIGHBORHOODS OF BOSTON MAY ALSO BE HOME TO LARGE NUMBERS OF MEEI PATIENTS BUT, BECAUSE THEY ARE NOT BROKEN OUT, WE DO NOT KNOW HOW MANY PATIENTS RESIDE IT THOSE NEIGHBORHOODS. OF THE 65,429 MASSACHUSETTS PATIENTS IN THE DATA SET, NEARLY 30% LIVE IN BOSTON AND NEARLY HALF (49.2%) LIVE IN COMMUNITIES INSIDE ROUTE 128 (INCLUDING BOSTON). THE VAST MAJORITY (82.8%) OF PATIENTS ARE FROM COMMUNITIES INSIDE OF ROUTE 495. PERCENT OF MEEI PATIENTS LIVING IN GEOGRAPHIC AREAS OF MASSACHUSETTS: BOSTON/BOSTON NEIGHBORHOODS: 29.5% WITHIN 128 (EXCEPT BOSTON): 19.7% NORTH SHORE: 3.2% INSIDE 495 (BEYOND 128): 30.4% OUTSIDE 495 - CENTRAL: 6.6% OUTSIDE 495 - NORTH: 4.5% WESTERN MA: 5.1% CAPE/ISLANDS: <1% TO IDENTIFY POPULATION CENTERS, THE CONSULTANTS LOOKED FOR THE COMMUNITIES/NEIGHBORHOODS IN WHICH THE LARGEST NUMBERS OF MEEI PATIENTS LIVE. FIFTEEN COMMUNITIES/NEIGHBORHOODS ARE HOME TO THE LARGEST NUMBERS OF MEEI PATIENTS. NEARLY HALF (49.9%) LIVE IN THESE 15 COMMUNITIES. MASSACHUSETTS COMMUNITIES/NEIGHBORHOODS WITH HIGHEST PROPORTION OF MEEI PATIENTS: (COMMUNITY: NUMBER OF PATIENTS; PERCENTAGE OF TOTAL PATIENTS; GEOGRAPHIC AREA) BOSTON (NO COMMUNITY SPECIFIED): 12,575; 19.2%; BOSTON JAMAICA PLAIN: 1,007; 1.5%; BOSTON WEST ROXBURY: 817; 1.2%; BOSTON ROSLINDALE: 789; 1.2%; BOSTON HYDE PARK: 780; 1.2%; BOSTON ALLSTON/BRIGHTON: 1,414; 2.2%; BOSTON CHARLESTOWN: 1,188; 1.8%; BOSTON CAMBRIDGE: 4,037; 6.2%; WITHIN 128 LYNN: 3,941; 6.0%; WITHIN 128 WAKEFIELD: 911; 1.4%; WITHIN 128 WOBURN: 933; 1.4%; WITHIN 128 READING/N. READING: 1,180; 1.8%; INSIDE 495 ANDOVER/N. ANDOVER: 1,356; 2.1%; INSIDE 495 FRAMINGHAM: 941; 1.4%; INSIDE 495 WORCESTER: 752; 1.1%; OUTSIDE 495 AGE: THE MASSACHUSETTS ATTORNEY GENERAL IS INTERESTED IN HAVING THE HOSPITAL COMMUNITY BENEFITS PLANS TARGET VULNERABLE POPULATIONS. MEEI HAS CLINICAL EXPERTISE IN SERVING ELDERS AND CHILDREN, POTENTIALLY VULNERABLE POPULATIONS SELECTED BY THE COMMUNITY BENEFITS STEERING COMMITTEE AS PRIORITY POPULATIONS FOR MEEI'S COMMUNITY BENEFITS PLAN BECAUSE OF THE IMPACT OF HEARING/VISION IMPAIRMENT ON CHILDREN'S DEVELOPMENT AND HEARING/VISION IMPAIRMENT AND BALANCE ISSUES ON THE HEALTH AND SAFETY OF ELDERS. THE MEAN AGE OF MEEI PATIENTS IS 46.81 YEARS, WITH A RANGE OF LESS THAN ONE YEAR OF AGE TO 106 YEARS OF AGE. PATIENTS AGED 65 AND OVER MAKE UP 23.5% OF THOSE SEEN DURING THE SELECTED TIMEFRAME, WHEREAS THOSE 18 OR YOUNGER CONSTITUTE 13.7% OF THE POPULATION. BELOW SHOWS THE PROPORTION OF PATIENTS IN VARIOUS AGE GROUPS: (AGE GROUP: PERCENTAGE OF TOTAL) <1 YEAR TO 18 YEARS OLD: 13.7% 19 TO 24 YEARS OLD: 5.4% 25 TO 34 YEARS OLD: 10.6% 35 TO 44 YEARS OLD: 12.2% 45 TO 54 YEARS OLD: 16.3% 55 TO 64 YEARS OLD: 18.3% 65 AND OVER: 23.5% TEN COMMUNITIES ARE HOME TO THE LARGEST NUMBER OF MEEI'S SENIOR (65 YEARS AND OLDER) POPULATION. THESE TEN COMMUNITIES ARE HOME TO 34% OF MEEI SENIORS: (COMMUNITY: NUMBER OF PATIENTS; PERCENTAGE OF TOTAL) BOSTON (NO COMMUNITY SPECIFIED): 1,820; 11.8% CAMBRIDGE: 1,015; 6.6% DORCHESTER: 540; 3.5% LYNN: 386; 2.5% BRIGHTON: 298; 1.9% FRAMINGHAM: 261; 1.7% JAMAICA PLAIN: 238; 1.5% PEABODY: 237; 1.5% SAUGUS: 227; 1.5% WOBURN: 227; 1.5% TEN COMMUNITIES ARE HOME TO THE LARGEST NUMBERS OF MEEI PATIENTS WHO ARE LESS THAN 1 YEAR OF AGE THROUGH AGE 18. NEARLY 30% OF THE CHILDREN SERVED BY MEEI DURING THE DESIGNATED TIME PERIOD LIVE IN THESE TEN COMMUNITIES: (COMMUNITY: NUMBER OF PATIENTS; PERCENTAGE OF TOTAL) BOSTON (NO COMMUNITY SPECIFIED): 883; 9.9% LYNN: 370; 4.1% CAMBRIDGE: 350; 3.9% SAUGUS: 192; 2.1% CHARLESTOWN: 175; 2.0% WOBURN: 169; 1.9% HAVERHILL: 143; 1.6% ANDOVER: 141; 1.6% DORCHESTER: 131; 1.4% READING: 129; 1.4% SOCIO-ECONOMIC STATUS: SOCIO-ECONOMIC (SES) IS ANOTHER VARIABLE ASSOCIATED WITH VULNERABLE POPULATIONS. PATIENTS' HEALTH INSURANCE CAN BE USED AS A PROXY FOR SES BECAUSE THERE ARE INCOME ELIGIBILITY REQUIREMENTS IN PLACE FOR PUBLIC PAYERS THAT ALLOW US TO MAKE ASSUMPTIONS ABOUT WHICH PATIENTS ARE LOW INCOME. IT IS IMPORTANT TO NOTE THAT THE NUMBER OF LOW-INCOME PATIENTS SERVED BY MEEI IS LIKELY MUCH HIGHER. IT IS NOT POSSIBLE TO KNOW HOW MANY MASSHEALTH PATIENTS, FOR EXAMPLE, ARE INSURED THROUGH A COMMERCIAL CARRIER WITH A MANAGED CARE CONTRACT WITH MASSHEALTH. ADDITIONALLY, IT IS NOT POSSIBLE TO KNOW WHICH PORTION OF THE SENIORS USING MEDICARE PRODUCTS TO PAY FOR THE SERVICES THEY RECEIVE AT MEEI ARE LOW-INCOME AND WHICH ARE NOT. ALTHOUGH AN IMPERFECT METHOD FOR DETERMINING THE SES OF PATIENTS, THESE ARE THE BEST DATA AVAILABLE FOR THIS PURPOSE. USING PAYER AS PROXY, IT APPEARS THAT JUST OVER 11% OF THE MEEI PATIENTS ARE LOW-INCOME, BROKEN DOWN AS FOLLOWS:
(PUBLIC PAYER: NUMBER OF PATIENTS; PERCENTAGE OF TOTAL)   MASSHEALTH: 3,672; 7.1% HEALTH SAFETY NET: 796; 1.2% MEDICAID: 287; 0.4% BMC HEALTH NET: 143; 0.2% NETWORK HEALTH: 1,493; 2.3% THE AVERAGE AGE OF THESE LOW-INCOME PATIENTS IS 37 WITH A RANGE OF LESS THAN ONE YEAR OF AGE TO 96 YEARS OF AGE. IT IS IMPORTANT TO NOTE THAT THE VAST MAJORITY OF SENIORS (65+) ARE EXCLUDED FROM THE ANALYSES BECAUSE MOST SENIORS USE MEDICARE PRODUCTS TO PAY FOR THEIR CARE. TEN COMMUNITIES ARE HOME TO THE LARGEST NUMBERS OF MEEI PATIENTS WHO HAVE LOW SES. NEARLY 50% OF THE PATIENTS WITH LOW SES LIVE IN THESE TEN COMMUNITIES: (COMMUNITY: NUMBER OF PATIENTS; PERCENTAGE OF TOTAL) BOSTON (NO COMMUNITY SPECIFIED): 1,102; 17.2% LYNN: 504; 7.9% CAMBRIDGE: 440; 6.9% DORCHESTER: 248; 3.8% LAWRENCE: 198; 3.1% CHARLESTOWN: 160; 2.5% EAST BOSTON: 163; 2.2% SAUGUS: 129; 2.0% LOWELL: 127; 2.0% WORCESTER: 123; 1.9% MEEI SERVES A POPULATION WITH A LARGE AGE RANGE, INCLUDING SIGNIFICANT SENIOR (65+) AND PEDIATRIC (LESS THAN ONE YEAR THROUGH AGE 18) POPULATIONS. USING PATIENT PAYER AS A PROXY FOR SES, AT LEAST 11.2% OF THE PATIENTS HAVE LOW SES. NEARLY HALF OF MEEI'S PATIENTS LIVE IN COMMUNITIES WITHIN ROUTE 128, INCLUDING BOSTON AND SELECT NEIGHBORHOODS. ELEVEN OF THE 15 COMMUNITIES THAT ARE HOME TO THE LARGEST CONCENTRATION OF MEEI PATIENTS ARE WITHIN THIS GEOGRAPHIC AREA. THERE IS OVERLAP IN THE TOP COMMUNITIES FOR THE GENERAL POPULATION OF PATIENTS SEEN DURING THE DESIGNATED TIMEFRAME AND THE VULNERABLE POPULATIONS. THREE ARE AMONG THE TOP COMMUNITIES FOR THE OVERALL POPULATION AND ELDERS, CHILDREN AND THOSE WITH LOW-SES: BOSTON, CAMBRIDGE AND LYNN. TWO OTHERS (DORCHESTER AND SAUGUS) ARE AMONG THE TOP TEN FOR ALL THREE VULNERABLE GROUPS. IT MAY BE POSSIBLE TO MAXIMIZE RESOURCES FOR ADDRESSING THE NEEDS OF PATIENTS OVERALL AND AMONG THE VULNERABLE POPULATIONS BY CONCENTRATING EFFORTS IN COMMUNITIES/NEIGHBORHOODS WITHIN 128, ESPECIALLY THOSE WHERE SUCH OVERLAPS EXIST. A 2010 CENSUS MAP PRODUCED BY THE BOSTON GLOBE AND AVAILABLE ON-LINE SHOWS THAT THE LARGEST CONCENTRATION OF PEOPLE OF COLOR IN MASSACHUSETTS IS IN THE METRO BOSTON AREA. A SIMILAR 2010 CENSUS MAP SHOWS THAT, ALTHOUGH METRO BOSTON IS HOME TO SOME OF THE COMMONWEALTH'S WEALTHIEST COMMUNITIES, IT IS ALSO HOME TO SOME OF THE LOWEST INCOME COMMUNITIES. A THIRD MAP CREATED BY THE GERONTOLOGY INSTITUTE AT THE MCCORMACK GRADUATE SCHOOL OF POLICY AND GLOBAL STUDIES AT THE UNIVERSITY OF MASSACHUSETTS BOSTON SHOWS THAT THE POPULATION OF SENIORS LIVING WITHIN THE METRO BOSTON AREA EXCEEDS THE STATEWIDE AVERAGE. ACCORDING TO THE 2010 CENSUS, 13.8% OF MASSACHUSETTS RESIDENTS ARE AGED 65 AND OLDER. WITHIN THE MAJORITY OF METRO BOSTON COMMUNITIES, SENIORS COMPRISE BETWEEN 15.1% AND 20% OF THE CITY/TOWN POPULATIONS. CONCLUSIONS: BASED ON THE MOST RECENT CENSUS DATA AND MEEI'S OWN PATIENT DATA, THE COMMUNITY BENEFITS COMMITTEE CONCLUDED THAT, ALTHOUGH MEEI CARES FOR PATIENTS FROM ALL OVER THE COMMONWEALTH, THE HOSPITAL'S PRIMARY SERVICE AREA INCLUDES THE COMMUNITIES IN THE METRO-BOSTON AREA (WITHIN THE ROUTE 128 BELT). ANALYSES ALSO SHOWED THAT LARGE NUMBERS OF VULNERABLE (I.E., CHILDREN, ELDERLY AND LOW-INCOME) PATIENTS RESIDE WITHIN THE METRO-BOSTON/128 AREA. THE COMMITTEE FURTHER CONCLUDED THAT, GIVEN THE NUMBER OF LOW INCOME COMMUNITIES AND PROPORTION OF PEOPLE OF COLOR RESIDING WITHIN ITS PRIMARY SERVICE AREA, MEMBERS OF MEEI'S TARGET POPULATION ARE VERY LIKELY TO EXPERIENCE BARRIERS TO CARE RELATED TO DIVERSITY (E.G., LANGUAGE) AND SOCIO-ECONOMIC FACTORS. BECAUSE OF THE FACTORS THAT MAKE CHILDREN, SENIORS AND LOW-INCOME INDIVIDUALS PARTICULARLY VULNERABLE, THESE GROUPS WILL BE PRIORITIZED WITHIN THE COMMUNITY BENEFITS PLAN. ALTHOUGH THE PLAN SHOULD NOT EXCLUDE THOSE LIVING OUTSIDE THE METRO-BOSTON AREA, IT SHOULD EMPHASIZE SERVICES FOR THOSE LIVING WITHIN IT BECAUSE RESIDENTS ARE SO LIKELY TO EXPERIENCE BARRIERS TO CARE. MEEI SHOULD BUILD UPON A SOLID FOUNDATION OF OUTREACH AND SERVICE PROVISION TO METRO-BOSTON COMMUNITIES AND INCLUDE STRATEGIES FOR IMPROVING ACCESS TO CARE IN THE COMMUNITY BENEFITS PLAN. AND SERVICE PROVISION TO METRO-BOSTON COMMUNITIES AND INCLUDE STRATEGIES FOR IMPROVING ACCESS TO CARE IN THE COMMUNITY BENEFITS PLAN.
STEP 2: ASSESS UNMET NEEDS IN METRO BOSTON AND AMONG THE TARGET   POPULATIONS THE CB WORKING GROUP, OTHER MEMBERS OF THE COMMUNITY BENEFITS COMMITTEE, OTHER PROVIDERS AND STAFF AT MEEI, AND EXTERNAL PARTNERS AT ORGANIZATIONS SERVING THE TARGET POPULATIONS AND COMMUNITIES WORKED TOGETHER TO UNDERSTAND THE UNMET NEEDS THAT, AS AN INSTITUTION, MEEI IS UNIQUELY POSITIONED TO ADDRESS BECAUSE OF ITS CLINICAL SERVICES AND EXPERTISE. THROUGH ON-GOING DIALOG AND CONVERSATIONS OVER THE SUMMER AND FALL OF 2012, THE CB WORKING GROUP LED THE PROCESS TO IDENTIFY THE RESOURCE NEEDS. THE NEEDS ARE CONSISTENT WITH THOSE IDENTIFIED IN THE 2010 COMMUNITY BENEFITS PLAN: -TO EXTEND VISION SCREENING AND HEARING EXAMINATIONS AND FOLLOW UP CARE TO INDIVIDUALS WHO HAVE NO OR VERY LIMITED ACCESS TO SUCH SERVICES. -FOR RECONSTRUCTIVE SURGICAL SERVICES FOR SURVIVORS OF DOMESTIC VIOLENCE WHO EXPERIENCED PHYSICAL INJURIES TO THE HEAD AND/OR NECK AS A RESULT OF ABUSE. -FOR EDUCATION, SCREENING AND SUPPORT FOR HEAD AND NECK CANCERS. -FOR EDUCATION AND SUPPORT RELATED TO FACIAL PARALYSIS AND CONDITIONS THAT AFFECT SMELL AND TASTE. -FOR RESOURCES TO IMPROVE ACCESS TO CARE FOR MEMBERS OF THE TARGET COMMUNITIES WHO WOULD BENEFIT FROM MEEI SERVICES BUT WHO ARE UNABLE TO GET THE CARE THEY NEED DUE TO LINGUISTIC OR FINANCIAL ISSUES, LACK OF TRANSPORTATION, OR A LACK OF KNOWLEDGE ABOUT THEIR CONDITIONS AND THE SERVICES TO ADDRESS THEM. -FOR FINANCIAL SUPPORT OF COMMUNITY-BASED NON-PROFITS ENGAGED IN UNIQUE AND HIGH QUALITY WORK TO ADDRESS VISION, HEARING OR OTHER CONCERNS OF THE HEAD AND NECK IN THE TARGET COMMUNITIES AND/OR AMONG THE TARGET POPULATIONS. WITH GROWTH IN THE SENIOR POPULATION, THE INCREASE IN POVERTY OVER THE LAST SEVERAL YEARS, AND THE SMALL NUMBER OF INSTITUTIONS OFFERING THE CLINICAL EXPERTISE AND SERVICES AVAILABLE AT MEEI WITHIN METRO BOSTON, THE COMMUNITY BENEFITS COMMITTEE CONCLUDED THAT THE NEEDS ARE LIKELY TO PERSIST FOR MANY YEARS TO COME. SOME OF THE IDENTIFIED NEEDS (I.E., THOSE RELATED TO AWARENESS AND EDUCATION) AFFECT LARGE NUMBERS OF PEOPLE IN THE TARGET AREA. OTHERS AFFECT SMALLER GROUPS OF PEOPLE, EITHER BECAUSE POCKETS OF PEOPLE EXPERIENCE IMPEDED ACCESS TO SERVICES THAT ARE OTHERWISE GENERALLY AVAILABLE OR BECAUSE A CLINICAL CONDITION IS RARE AND THE RESOURCES TO ADDRESS IT ARE EXTREMELY LIMITED. CONCLUSION: THE COMMUNITY BENEFITS COMMITTEE CONCLUDED THAT THE UNMET NEEDS IDENTIFIED DURING THE METRO BOSTON ASSESSMENT WERE ALIGNED WITH THE CAPABILITIES OF MEEI AND ITS COMMUNITY PARTNERS AND SHOULD BE USED TO FORMULATE GOALS FOR MEEI'S COMMUNITY BENEFITS PLAN. FORMULATE GOALS FOR MEEI'S COMMUNITY BENEFITS PLAN. STEP 3: ASSESS NEEDS IN MISSION HILL AS NOTED EARLIER, MEEI DECIDED TO BROADEN ITS COMMUNITY BENEFITS WORK TO PROVIDE TARGETED PROGRAMMING IN MISSION HILL, THE NEIGHBORHOOD IN WHICH ITS NEW OUT-PATIENT FACILITY IS LOCATED. MISSION HILL IS ONE SQUARE MILE, THREE-QUARTERS OF WHICH IS RESIDENTIAL. THE OTHER QUARTER IS COMPRISED OF THE LONGWOOD MEDICAL AREA. ACCORDING TO A REPORT BASED ON 2010 CENSUS DATA, MISSION HILL IS HOME TO 16,305 RESIDENTS, 19.7% OF WHOM ARE HISPANIC/LATINO. JUST UNDER 46% OF THE POPULATION IS A RACE OTHER THAN WHITE. ROUGHLY 21% OF THE MISSION HILL POPULATION IS 19 YEARS OF AGE OR YOUNGER AND 9.1% IS 65 YEARS OF AGE OR OLDER. AN AMERICAN COMMUNITY SURVEY (2005-2009) ESTIMATE REPORT ESTIMATES THAT 3,711 OR 28.1% OF MISSION HILL RESIDENTS WERE BORN OUTSIDE OF THE U.S. AND THAT 48.5% OF THOSE ARE NOT CURRENTLY U.S. CITIZENS. JUST OVER 44% OF RESIDENTS SPEAK A LANGUAGE OTHER THAN OR IN ADDITION TO ENGLISH. OF THOSE WHO SPEAK A LANGUAGE OTHER THAN ENGLISH, 33.2% ARE LINGUISTICALLY ISOLATED BECAUSE THEY SPEAK LITTLE OR NO ENGLISH. IN 2009, AN ESTIMATED 19.3% OF MISSION HILL RESIDENTS EARNED LESS THAN $10,000 A YEAR. MORE THAN HALF (53.6%) EARNED LESS THAN $40,000 PER YEAR. IN CONTRAST, 12.6% EARNED $100,000 OR MORE IN THE SAME 12 MONTHS. ACCORDING TO THE 2010 CENSUS, OF THE 6,332 OCCUPIED HOUSING UNITS IN MISSION HILL, ONLY 11.4% ARE OWNER-OCCUPIED AND 33.6% ARE OCCUPIED BY FAMILIES. SEVERAL HUNDRED HOUSING UNITS IN MISSION HILL ARE OWNED AND RENTED BY THE BOSTON HOUSING AUTHORITY. SENIORS (65+) RESIDE IN 17.8% OF MISSION HILL HOUSEHOLDS WHILE CHILDREN UNDER THE AGE OF 18 ARE IN 16.9% OF HOUSEHOLDS. MISSION HILL IS HOME TO MORE THAN 20 HEALTH CARE, RESEARCH AND ACADEMIC INSTITUTIONS. MISSION HILL IS A SMALL BUT DIVERSE COMMUNITY. ALTHOUGH, HOME TO SOME OF THE CITY'S LARGEST EMPLOYERS AND SEVERAL HUNDRED MIDDLE AND UPPER INCOME RESIDENTS, MISSION HILL IS PRIMARILY A NEIGHBORHOOD OF LOWER-INCOME FAMILIES. SENIORS AND CHILDREN MAKE UP ROUGHLY 30% OF THE MISSION HILL POPULATION. TO LEARN ABOUT MEEI'S PATIENTS WHO RESIDE IN MISSION HILL, THE CONSULTANTS ANALYZED DATA FROM THE LARGER DATA SET FOR PATIENTS WHOSE ZIP CODE IS 02120 (THE ZIP CODE FOR MISSION HILL). DURING THE TIMEFRAME FROM WHICH PATIENT DATA WERE DRAWN, MEEI CARED FOR 263 PATIENTS WHO LIVE IN MISSION HILL (1.6% OF THE MISSION HILL POPULATION). WITH THE NEW FACILITY IN MISSION HILL AND A CONCENTRATED EFFORT TO PROVIDE SERVICES TO THE NEIGHBORHOOD THROUGH ITS COMMUNITY BENEFITS PROGRAMMING, WE EXPECT THAT NUMBER TO RISE OVER THE NEXT THREE YEARS. (SEE FIGURE 11 IN THE OFFICIAL MEEI COMMUNITY BENEFITS REPORT FOR THE DEMOGRAPHICS OF MEEI'S PATIENTS WHO LIVE IN MISSION HILL.) AFTER PROFILING THE DEMOGRAPHICS OF THE NEIGHBORHOOD, THE CONSULTANTS INTERVIEWED MICHELLE KEENAN AND JOHN MCGONAGLE, SENIOR MANAGERS FOR COMMUNITY BENEFITS AT BRIGHAM AND WOMEN'S HOSPITAL (BWH). BWH IS LOCATED IN THE LONGWOOD MEDICAL AREA, NEIGHBORING MISSION HILL, AND HAS AN EXTENSIVE COMMUNITY BENEFITS PROGRAM THAT INVOLVES NUMEROUS INITIATIVES IN THE MISSION HILL. BOTH MS. KEENAN AND MR. MCGONAGLE HAVE SIGNIFICANT EXPERIENCE WORKING IN MISSION HILL AND WERE ABLE TO PROVIDE AN OVERVIEW OF BWH'S EXPERIENCE IN THE NEIGHBORHOOD. MS. KEENAN AND MR. MCGONAGLE SHARED A SYNOPSIS OF FINDINGS FROM THEIR OWN COMMUNITY BENEFITS NEEDS ASSESSMENT IN MISSION HILL. TO GAIN A BETTER UNDERSTANDING OF NEEDS IN MISSION HILL SPECIFICALLY, THE CONSULTANTS WORKED WITH THE MEEI CB WORKING GROUP AND WITH BRIGHAM AND WOMEN'S HOSPITAL COMMUNITY BENEFITS LEADERS TO IDENTIFY MISSION HILL SERVICE PROVIDERS, ADVOCATES AND EDUCATORS POSITIONED TO SPEAK TO THE NEEDS OF THE COMMUNITY. THE CONSULTANTS THEN CONDUCTED TEN IN-DEPTH INTERVIEWS WITH THE IDENTIFIED KEY INFORMANTS. AMONG THEM WAS CHRISTINE DWYER OF THE NEW ENGLAND BAPTIST HOSPITAL, WHICH OPERATES A SMALLER BUT HIGHLY REGARDED COMMUNITY BENEFITS PROGRAM TARGETING MISSION HILL. THE EXPERIENCES OF THE BWH AND NEW ENGLAND BAPTIST PROVIDED GREAT INSIGHTS THAT INFORMED THE ASSESSMENT AND PLANNING PROCESSES DESCRIBED BELOW. THE FOLLOWING IS A LIST OF THE KEY INFORMANT INTERVIEW PARTICIPANTS AND THEIR ORGANIZATIONAL AFFILIATIONS. MAGGIE COHN, EXECUTIVE DIRECTOR, MISSION HILL HEALTH MOVEMENT MAGGIE CASEY, COORDINATOR, MISSION HILL YOUTH COLLABORATIVE ROXANNE HAECKER, VP, BOARD OF DIRECTORS, ROXBURY TENANTS OF HARVARD ALEXANDRA OLIVER-DAVILA, EXECUTIVE DIRECTOR, SOCIEDAD LATINA PAT FLAHERTY, SENIOR PROJECT DIRECTOR, BOARD OF DIRECTORS, MISSION HILL NEIGHBORHOOD HOUSING SERVICES CARMEN POLA, FOUNDER, MISSION HILL LEGACY PROJECT JOHN JACKSON, PROGRAM SUPERVISOR, TOBIN COMMUNITY CENTER RICHARD ROUSE, EXECUTIVE DIRECTOR, MISSION HILL MAIN STREETS CHERYL WATSON-HARRIS, PRINCIPAL, MAURICE J. TOBIN SCHOOL CHRISTINE DWYER, DIRECTOR, PUBLIC AFFAIRS AND COMMUNITY RELATIONS, NEW ENGLAND BAPTIST HOSPITAL THE INTERVIEWS YIELDED IMPORTANT AND USEFUL INFORMATION ABOUT NEIGHBORHOOD CHARACTERISTICS, METHODS FOR BUILDING AND SUSTAINING STRONG RELATIONSHIPS IN MISSION HILL, THE NEEDS OF THE NEIGHBORHOOD, AND PARTNERSHIP OPPORTUNITIES. THE INTERVIEW DATA WERE ANALYZED FOR COMMON AND DIVERGENT THEMES, WHICH ARE SUMMARIZED BELOW. MISSION HILL WAS DESCRIBED AS A COMMUNITY OF HIGH ECONOMIC NEED AND ONE IN WHICH JOB CREATION, JOB TRAINING, AND YOUTH EMPLOYMENT ARE HIGH PRIORITIES. THE KEY INFORMANTS DESCRIBED MISSION HILL RESIDENTS AS CULTURALLY AND LINGUISTICALLY DIVERSE WITH LARGE POPULATIONS OF HISPANIC, CHINESE, RUSSIAN, SOMALI, AND ETHIOPIAN RESIDENTS. THE COMMUNITY IS ALSO HOME TO A NUMBER OF HIGHLY DEDICATED ADVOCATES WHO ARE DEEPLY COMMITTED TO WORKING WITH INSTITUTIONAL NEIGHBORS TO BENEFIT THE NEIGHBORHOOD AND TO RESOLVE ISSUES AS THEY ARISE. MEEI IS VIEWED IN A POSITIVE LIGHT AND WAS OVERWHELMINGLY WELCOMED TO THE NEIGHBORHOOD. ALL OF THE KEY INFORMANTS EXPRESSED A SINCERE DESIRE TO HELP MEEI AS THE HOSPITAL BECOMES FAMILIAR WITH THE COMMUNITY AND INTRODUCES COMMUNITY BENEFITS PROGRAMS.
MISSION HILL RESIDENTS ACCESS ROUTINE HEALTH CARE SERVICES FROM MANY   SOURCES, INCLUDING THE LOCAL HOSPITAL PRIMARY CARE PRACTICES, COMMUNITY HEALTH CENTERS AND HOSPITAL EMERGENCY ROOMS. DIABETES WAS IDENTIFIED AS A PARTICULAR HEALTH ISSUE OF CONCERN IN MISSION HILL. THE KEY INFORMANTS REPORTED THAT VISION AND HEARING ISSUES ARE NOT ADDRESSED IN A COMPREHENSIVE MANNER IN THE COMMUNITY AND THAT A NEED FOR SUCH CARE EXISTS. THE KEYS TO BUILDING AND SUSTAINING STRONGLY RELATIONSHIPS IN THE COMMUNITY WERE DESCRIBED AS: -BEING A GOOD AND RESPECTFUL NEIGHBOR TO THOSE WHO ABUT THE NEW MEEI FACILITY, INCLUDING HAVING REGULAR DIALOGUE WITH THEM. -HAVING A PRESENCE IN MISSION HILL BY ATTENDING EVENTS. -HAVING A POINT PERSON/LIAISON TO THE NEIGHBORHOOD BEING RESPONSIVE AS NEEDS OR ISSUES ARISE -BEING INCLUSIVE, WORKING TO SERVE THE BROADER COMMUNITY RATHER THAN SPECIFIC ORGANIZATIONS WITHIN IT. -TAKING ADVANTAGE OF OPPORTUNITIES TO PARTNER WITH ORGANIZATIONS AND ADVOCATES IN MISSION HILL, INCLUDING MIKE ROSS, BOSTON CITY COUNCILMAN, WHO LIVES IN MISSION HILL. THE INFORMANTS RECOMMENDED THAT MEEI NOT "SPREAD ITSELF TOO THIN" IN ITS COMMUNITY BENEFITS OFFERINGS, INSTEAD SUGGESTING THAT THE HOSPITAL "DO LESS, BUT DO IT WELL." THE KEY INFORMANTS IDENTIFIED A NUMBER OF NEEDS THAT ARE CONSISTENT WITH MEEI'S CLINICAL EXPERTISE AND COMMUNITY BENEFITS MISSION, INCLUDING: -VISION/HEARING SCREENINGS FOR SENIORS AND FOR CHILDREN (TO COMPLEMENT SCREENINGS OFFERED BY THE BOSTON PUBLIC SCHOOLS) -FOLLOW UP CARE FOR SENIORS AND CHILDREN, INCLUDING FREE/REDUCED COST EYE GLASSES AND HEARING AIDS -EDUCATIONAL PROGRAMS/MATERIALS: -SENIORS: VISION CARE, ESPECIALLY RELATED TO DIABETES, BALANCE/FALLS PREVENTION, HEAD AND NECK ISSUES -YOUTH: HEARING ISSUES RELATED TO PORTABLE DEVICES AND HEADPHONES -TEACHERS: DETECTING HEARING AND VISION ISSUES AMONG STUDENTS AND THE RELATIONSHIP BETWEEN HEARING AND SPEECH. THE INTERVIEW PARTICIPANTS ALSO TALKED ABOUT THE NEED FOR ADDITIONAL JOB TRAINING/EMPLOYMENT OPPORTUNITIES, PARTICULARLY FOR YOUTH. SUGGESTIONS INCLUDED SUMMER JOBS FOR YOUTH, PAID INTERNSHIPS FOR YOUNG PEOPLE, EMPLOYMENT FOR MISSION HILL RESIDENTS AT THE MEEI MAIN CAMPUS AND THE MISSION HILL LOCATION, AND SCHOLARSHIP CONTRIBUTIONS. THE KEY INFORMANTS RECOMMENDED THAT MEEI "PIGGY BACK" ON EXISTING EFFORTS IN MISSION HILL TO REACH THE TARGET POPULATION FOR COMMUNITY BENEFITS INITIATIVES, GOING TO THE PLACE WHERE YOUTH AND SENIORS ALREADY TEND TO MEET (E.G., THE TOBIN COMMUNITY CENTER). THEY ALSO RECOMMENDED WORKING WITH ORGANIZATIONS THAT REPRESENT SENIORS AND CHILDREN FROM ACROSS MISSION HILL (E.G., THE LEGACY PROJECT, THE MISSION HILL YOUTH COLLABORATIVE) TO REACH THE MAXIMUM NUMBER OF YOUNG PEOPLE AND ELDERS IN THE COMMUNITY. THE ORGANIZATIONS IN MISSION HILL HAVE WELL-ESTABLISHED METHODS FOR COMMUNICATING WITH ONE ANOTHER AND WITH RESIDENTS ABOUT EVENTS IN THE COMMUNITY. ALTHOUGH SEVERAL USE EMAIL TO COMMUNICATE WITH THEIR COLLEAGUES IN OTHER ORGANIZATIONS, MOST ALSO DISSEMINATE FLYERS IN THE COMMUNITY TO ADVERTISE PROGRAMMING TO RESIDENTS. SOME ALSO USE PHONE TREES AND GO DOOR TO DOOR. NEWSLETTERS, CALENDARS, MONTHLY ORGANIZATION MEETINGS, AND THE LOCAL NEWSPAPER, THE MISSION HILL GAZETTE, ARE OTHER METHODS FOR SPREADING THE WORD IN MISSION HILL. ALL OF THE KEY INFORMANTS OFFERED TO HELP MEEI PUBLICIZE ITS COMMUNITY BENEFITS OFFERINGS THROUGH THEIR ESTABLISHED LINES OF COMMUNICATION. CONCLUSIONS: BASED ON THE FINDINGS FROM THE NEEDS ASSESSMENT IN MISSION HILL, THE COMMUNITY BENEFITS COMMITTEE DECIDED THAT IN EACH OF THE NEXT THREE YEARS, THE HOSPITAL'S COMMUNITY BENEFITS STRATEGIES IN THE NEIGHBORHOOD WILL INCLUDE THE FOLLOWING: -OFFER A FREE VISION SCREENING TO AT LEAST 25 SENIORS AT ITS NEW LONGWOOD CENTER -PROVIDE A FREE EDUCATIONAL SESSION FOR YOUTH ON HEARING LOSS PREVENTION AT THE TOBIN COMMUNITY CENTER LOCATION. (FOR THE FIRST TWO STRATEGIES LISTED, YEAR 1 OF THE PLAN WILL INCLUDE EITHER A VISION SCREENING OR THE HEARING LECTURE. YEARS 2 AND 3 WILL INCLUDE BOTH. IF IN YEARS 2 AND 3 OF THE PLAN, MEEI AND ITS COMMUNITY PARTNERS DETERMINE THAT SOMETHING DIFFERENT THAN THE ANNUAL VISION SCREENING FOR SENIORS OR HEARING EDUCATION EVENT FOR YOUTH IS NEEDED/PREFERABLE, THE PLAN WILL BE EDITED TO REFLECT SUCH CHANGES. THE OTHER COMMUNITY BENEFITS STRATEGIES ARE LIKELY TO OCCUR IN EACH OF THE THREE YEARS OF THE PLAN.) -PROVIDE AN INTERNSHIP OPPORTUNITY TO A YOUNG PERSON IN MISSION HILL AT THE LONGWOOD FACILITY. -CONTINUE TO SUPPORT THE MISSION HILL MAIN STREET ROAD RACE (IN THE FORM OF AN ANNUAL $1000 SPONSORSHIP. -PARTICIPATE IN THE MISSION HILL HEALTH FAIR THAT IS HELD IN JUNE TO PROVIDE INFORMATION ON THE HOSPITAL AND PREVENTION AND TREATMENT OF CLINICAL ISSUES OF THE HEAD AND NECK. -ASSIST THOSE IN NEED OF FOLLOW UP CARE, INCLUDING HEARING AIDS AND GLASSES, TO OBTAIN COVERAGE FOR WHICH THEY ARE ELIGIBLE OR TO ACCESS ASSISTANCE THROUGH THE HOSPITAL (E.G., CHARITABLE CARE, FREE/REDUCE COST EYEGLASSES OR HEARING AID PROGRAMS). MEEI FILES AN ANNUAL COMMUNITY BENEFITS REPORT WITH THE MASSACHUSETTS ATTORNEY GENERAL. WHEN THE REPORTS ARE POSTED, THEY ARE AVAILABLE HERE: HTTP://WWW.MASSEYEANDEAR.ORG/ABOUT-US/OUTREACH/
SCHEDULE H, PART VI, LINE 5:   MEEI'S COMMUNITY BENEFITS STRATEGIES FOR ACHIEVING ITS OBJECTIVES AND ANNUAL TARGETS PROGRAM FALL INTO FOUR MAJOR CATEGORIES: 1. SCREENING AND CLINICAL SERVICES 2. EDUCATION AND SUPPORT 3. ACCESS TO SERVICES/RESOURCES 4. SPONSORSHIPS CATEGORIES 1 AND 2 DRAW ON MEEI'S BROAD CLINICAL AND TEACHING EXPERTISE AND ENCOMPASS THE NEW JOB READINESS STRATEGIES. CATEGORY 3 RESPONDS TO BARRIERS AND OBSTACLES THAT LIMIT ACCESS TO SERVICES. CATEGORY 4 REPRESENTS MEEI'S OPPORTUNITY TO SUPPORT PARTNERS WHOSE MISSIONS ARE ALIGNED WITH THOSE OF MEEI AND WHO ARE PROVIDING SERVICES TO MEEI'S PRIORITY PATIENT GROUPS AND/OR GEOGRAPHIC AREAS. EACH CATEGORY BELOW OFFERS A DESCRIPTION OF THE ASSOCIATED STRATEGIES AND PARTNERSHIPS AND CONCLUDES WITH AN AT-A-GLANCE TABLE THAT DESCRIBES THE NUMBER OF INDIVIDUALS, TARGET AUDIENCE AND GEOGRAPHIC AREA SERVED, THE ATTORNEY GENERAL'S COMMUNITY BENEFITS CATEGORIES ADDRESSED, AND THE COSTS/RESOURCES EXPENDED FOR THE REPORTABLE YEAR FOR EACH STRATEGY IN THE CATEGORY. CATEGORY 1: SCREENING & CLINICAL SERVICES MEEI PROVIDES SCREENING AND CLINICAL SERVICES TO A WIDE RANGE OF INDIVIDUALS AND GROUPS, FROM LOW-INCOME CHILDREN TO SENIORS TO SURVIVORS OF DOMESTIC VIOLENCE. SPECIFIC INITIATIVES ARE AS DESCRIBED BELOW: NEIGHBORHOOD HOUSE CHARTER SCHOOL (NHCS) NHCS WAS FOUNDED IN 1995 TO PROVIDE A BETTER EDUCATIONAL OPTION FOR LOW-INCOME BOSTON FAMILIES AND TO INCUBATE INNOVATIVE PRACTICES THAT HAVE THE POTENTIAL TO IMPROVE PUBLIC EDUCATION FOR ALL STUDENTS. TODAY, NHCS SERVES 400 STUDENTS AND IS ONE OF THE MOST SOUGHT AFTER SCHOOLS IN THE CITY, SUCCESSFULLY SERVING A DIVERSE COMMUNITY OF CHILDREN IN GRADES PRE-K THROUGH 8 FROM DORCHESTER AND SURROUNDING BOSTON NEIGHBORHOODS. MEEI'S DEPARTMENTS OF AUDIOLOGY AND OPHTHALMOLOGY PARTNERED WITH NHCS'S SCHOOL NURSE TO OFFER VISION AND HEARING SCREENING TO ALL STUDENTS. CHILDREN WHO NEED FOLLOW-UP CARE RECEIVE IT, FREE IF NECESSARY, AT MEEI. WORKING WITH NHCS' SCHOOL NURSE, MARY MCNULTY-ANGLIN, WE SET A GOAL OF SCREENING ALL CHILDREN IN ADVANCE OF FLU SEASON TO MAXIMIZE THE NUMBER OF CHILDREN IN ATTENDANCE.
CAMP HARBOR VIEW: CREATED IN 2008 TO OFFER BOSTON CHILDREN A TRUE   SUMMER CAMP EXPERIENCE, CAMP HARBOR VIEW IS AN INITIATIVE OF THE NOT-FOR-PROFIT CAMP HARBOR VIEW FOUNDATION, INC. IN PARTNERSHIP WITH THE CITY OF BOSTON AND THE BOYS & GIRLS CLUBS OF BOSTON. THE CAMP OFFERS CHILDREN AGES 11 TO 14 LIVING IN BOSTON'S AT-RISK NEIGHBORHOODS THE OPPORTUNITY TO LEAVE THE CITY DURING THE DAY AND PARTICIPATE IN A FOUR-WEEK SUMMER CAMP PROGRAM. RECOGNIZING MEEI'S EXPERTISE IN VISION SCREENING, MAYOR MENINO REQUESTED THAT MEEI PLAY A ROLE AT CAMP HARBOR VIEW. MEEI HAS BEEN PARTNERING WITH THE CAMP SINCE ITS FIRST SEASON. MEEI STAFF MEMBERS TRAVELED TO CAMP HARBOR VIEW TO CONDUCT ON-SITE VISION SCREENINGS AND IDENTIFY THOSE IN NEED OF FOLLOW-UP CARE. VISION COALITION/YEAR UP BOSTON: THE MISSION OF VISION COALITION MASSACHUSETTS IS TO REMOVE POOR VISION AS AN IMPEDIMENT TO LITERACY, EDUCATION, AND A BETTER WAY OF LIFE. VISION COALITION PROVIDES FREE VISION SCREENINGS AND FREE EYEGLASSES. MEEI PARTNERS WITH VISION COALITION MASSACHUSETTS BY PERFORMING FULL EYE EXAMS AND PROVIDING MEDICAL CARE FOR PARTICIPANTS IN YEAR UP BOSTON, WHICH THE VISION COALITION IDENTIFIED THROUGH SCREENING AS NEEDING VISION CARE. YEAR UP SERVES YOUNG URBAN ADULTS, PROVIDING THEM WITH THE SKILLS, EXPERIENCE, AND SUPPORT THAT WILL EMPOWER THEM TO REACH THEIR POTENTIAL THROUGH PROFESSIONAL CAREERS AND HIGHER EDUCATION. MEEI STAFF MEMBERS GIVE EYE EXAMS TO THESE YOUNG ADULTS, PROVIDE THOSE WHO NEED THEM WITH EYE GLASSES (WHICH ARE PURCHASED AT COST BY VISION COALITION), AND ENSURE THAT THOSE WHO NEED FOLLOW-UP CARE ARE LINKED TO SERVICES. HEAD AND NECK CANCER SCREENING/LECTURE: MEEI'S DEPARTMENTS OF ENT AND SOCIAL WORK COLLABORATE TO OFFER CANCER SCREENING TO THE GENERAL PUBLIC AND TO PROVIDE SUPPORT FOR PEOPLE WITH ORAL, HEAD AND NECK CANCER. SUPPORT FOR PEOPLE WITH ORAL, HEAD AND NECK CANCER HAS A SUPPORT GROUP CHAPTER AT MASSACHUSETTS GENERAL HOSPITAL. MEEI COLLABORATES WITH THIS GROUP AND WITH THE HEAD AND NECK CANCER ALLIANCE TO RAISE AWARENESS DURING ORAL, HEAD AND NECK CANCER AWARENESS WEEK BY HOSTING AN EDUCATION TABLE. R.O.S.E. FUND COLLABORATION: THE R.O.S.E. FUND (REGAINING ONE'S SELF ESTEEM) IS A NON-PROFIT ORGANIZATION CHARTERED TO BREAK THE SILENCE AND THE CYCLE OF DOMESTIC VIOLENCE AND TEEN DATING VIOLENCE AND ABUSE. AMONG ITS MANY ACTIVITIES, THE R.O.S.E. FUND SCREENS AND REFERS TO MEEI SURVIVORS OF DOMESTIC VIOLENCE IN NEED OF RECONSTRUCTIVE SURGERY. MEEI'S SURGEONS PERFORM THESE LIFE-ALTERING SURGERIES FREE OF CHARGE.
CATEGORY 2: EDUCATION & SUPPORT   MEEI'S CLINICIANS AND SOCIAL WORKERS DELIVER EDUCATION AND SUPPORT TO INDIVIDUALS COPING WITH VARIOUS MEDICAL CONDITIONS OR CHALLENGES (E.G., SINUSITIS, HEARING LOSS, VISION LOSS, FACIAL PARALYSIS) AND ALSO REACH OUT TO PROVIDERS WHO INTERACT WITH SENIORS ACROSS THE COMMONWEALTH. DETAILS ON THESE EDUCATIONAL AND SUPPORT STRATEGIES ARE PRESENTED BELOW: PUBLIC FORUM ON HEARING AND HEARING LOSS: MEMBERS OF MEEI'S AUDIOLOGY DEPARTMENT PRESENTED AN 11TH ANNIVERSARY HAVE YOU HEARD? PUBLIC FORUM FEATURING EDUCATIONAL SESSIONS AND LECTURES ON HEARING AND HEARING LOSS. THIS YEAR'S SESSIONS FOCUSED ON THE MEDICAL AND SURGICAL MANAGEMENT OF HEARING LOSS, AUDIOLOGIC EVALUATION AND MANAGEMENT OF HEARING LOSS, AND SCIENTIFIC ADVANCES IN UNDERSTANDING HEARING AND HEARING LOSS. TARGETING THE GENERAL PUBLIC, AND ESPECIALLY SENIORS AND INDIVIDUALS WITH HEARING LOSS, THE EVENT WAS PUBLICIZED VIA COMMUNITY PAPERS AND THROUGH MEEI PARTNERSHIP WITH THE MASSACHUSETTS COUNCIL ON AGING. MEEI SURVEYS FORUM PARTICIPANTS AND WILL USE THEIR SUGGESTIONS TO DEVELOP THE EDUCATIONAL PROGRAM FOR NEXT YEAR. PUBLIC FORUM ON CONDITIONS THAT AFFECT SMELL AND TASTE: THIS YEAR, MEMBERS OF MEEI'S DEPARTMENT OF ENT OFFERED A SERIES OF LECTURES ON SINUSITIS. TARGETING THE GENERAL PUBLIC, AND ESPECIALLY SENIORS, THE EVENT WAS PUBLICIZED VIA COMMUNITY PAPERS AND VIA MEEI'S PARTNERSHIP WITH THE MASSACHUSETTS COMMISSION ON AGING. BOSTON CURED CANCER CLUB SUPPORT GROUP: THE BOSTON CURED CANCER GROUP FOR LARYNGECTOMEES SUPPORTS THE REHABILITATION OF LARYNGECTOMEES AND HELPS OFFER UNDERSTANDING TO PATIENTS AND THEIR LOVED ONES. MEEI HAS A STRONG COLLABORATIVE RELATIONSHIP WITH THIS ORGANIZATION, PROVIDING MEETING SPACE AND SPEAKERS FOR THE GROUPS. THE BOSTON CURED CANCER GROUP COMES AND MEETS WITH NEW LARYNGECTOMEES, PROVIDING SUPPORT TO MEEI PATIENTS. PARTICIPANTS IN THE GROUPS, MOSTLY OLDER PEOPLE, ARE LARGELY FROM METRO BOSTON, BUT SOME COME FROM GREATER DISTANCES. FACIAL PARALYSIS SUPPORT GROUP: THE FACIAL PARALYSIS SUPPORT GROUP IS A FORUM FOR INDIVIDUALS WITH FACIAL PARALYSIS AND THOSE CLOSE TO THEM TO MEET AND SHARE THEIR EXPERIENCES AND TO DISCUSS SUPPORT, TREATMENT, COPING AND SELF IMAGE. MEEI HOSTS THIS GROUP MONTHLY, PROVIDING MEETING SPACE AND SOCIAL WORK AND PHYSICIAN SUPPORT. WHILE THE GROUP IS OPEN TO ALL INDIVIDUALS WITH FACIAL PARALYSIS AND THEIR FAMILIES, PARTICIPANTS ARE GENERALLY FROM METRO BOSTON. MEEI PUBLICIZES THE SUPPORT GROUP VIA SOCIAL MEDIA AND THROUGH A PARTNERSHIP WITH THE FACIAL PARALYSIS SUPPORT NETWORK. GLAUCOMA SUPPORT GROUP: THE GLAUCOMA FOUNDATION FUNDS GROUNDBREAKING RESEARCH AND EDUCATES THE PUBLIC ABOUT GLAUCOMA AND THE IMPORTANCE OF EARLY DETECTION TO PREVENT BLINDNESS. THE NEW ENGLAND CHAPTER OF THE GLAUCOMA FOUNDATION HOSTS A SUPPORT GROUP FOR PEOPLE WITH GLAUCOMA, THEIR CAREGIVERS, PROFESSIONALS, AND OTHERS DEDICATED TO IMPROVING THE LIVES OF THOSE WITH THIS DISEASE. MEEI PARTNERS WITH THE GLAUCOMA FOUNDATION TO PROVIDE FREE MEETING SPACE AND PUBLICITY. MEMBERS OF MEEI'S DEPARTMENT OF OPHTHALMOLOGY ARE AVAILABLE AS SPEAKERS FOR THE GROUP. MEEI HELPS PROMOTE THE GROUP BY DISTRIBUTING FLYERS IN THE HOSPITAL'S CLINICS. ATTENDEES ARE GENERALLY SENIORS FROM METRO BOSTON. HEAR @ BOSTON: HEAR@BOSTON, A CHAPTER OF THE HEARING LOSS ASSOCIATION OF AMERICA, IS A COMMUNITY ORGANIZATION THAT HELPS EMPOWER PEOPLE WHO HAVE HEARING LOSS BY FACILITATING OPPORTUNITIES FOR SOCIAL ENGAGEMENT, EDUCATION AND SKILL DEVELOPMENT. MEEI DONATES MONTHLY MEETING SPACE AND MEEI CLINICIANS SERVE AS SPEAKERS FOR MEETINGS AND EVENTS. MANY OF HEAR@BOSTON'S MEMBERS ARE YOUNG PROFESSIONALS BETWEEN THE AGES OF 20 AND 45, BUT THE GROUP ENCOURAGES PEOPLE OF ALL AGES TO JOIN. BOOMERS AND SENIORS EXPO: THE BOOMERS AND SENIORS EXPO IS AN ANNUAL EVENT AT THE SEAPORT WORLD TRADE CENTER THAT FEATURES INFORMATION ON A WIDE RANGE OF TOPICS, FROM TRAVEL AND FINANCIAL PLANNING TO HEALTH AND WELLNESS. MEEI PRESENTED INFORMATION ABOUT HEARING AND HEARING LOSS IN TO AN AUDIENCE OF BOOMERS AND SENIORS, AGED 65+. SUFFOLK UNIVERSITY HEALTH FAIR: MEEI PARTICIPATED IN THE SUFFOLK UNIVERSITY HEALTH FAIR. THE GOAL OF PARTICIPATING IN THE EVENT WAS TO INCREASE AWARENESS ABOUT ALL MEEI SERVICES AND LOCATIONS AND TO EMPHASIZE OUR FOCUS ON QUALITY OF LIFE. WE HIGHLIGHTED MANY OF OUR SERVICES THAT WOULD BE OF INTEREST TO COLLEGE STUDENTS, SUCH AS OUR OPTICAL SHOP, COMPREHENSIVE EYE SERVICES, CONTACT LENS AND LASER VISION CORRECTION, AS WELL AS OUR HEARING AID CENTER , AND GENERAL ENT AND ED SERVICES. THYROID EYE DISEASE SUPPORT GROUP: THE MASSACHUSETTS EYE AND EAR INFIRMARY OFFERS A THYROID EYE DISEASE (GRAVES' DISEASE) SUPPORT GROUP, WHICH WILL ALLOW MEMBERS TO EXPRESS THEIR CONCERNS ABOUT THIS CHRONIC ILLNESS TO HELP FORM A SOCIAL CONNECTION WITH OTHERS AND IMPROVE COPING SKILLS. THE OPEN FORUM GIVES MEMBERS THE OPPORTUNITY TO EXCHANGE INFORMATION ABOUT GRAVES' DISEASE AND GIVES PHYSICIAN SPEAKERS A CHANCE TO INFORM MEMBERS OF THE LATEST TREATMENTS. MEEI DONATES MEETING SPACE FOR THIS GROUP, WHICH MEETS QUARTERLY. VISION REHABILITATION: IN THE AREA OF VISION REHABILITATION EDUCATION, MEEI STAFF RESPONDED TO A NUMBER OF REQUESTS FROM ORGANIZATIONS SERVING SENIORS TO PROVIDE SUPPORTIVE EDUCATION RELATED TO VISION REHABILITATION, INCLUDING THE FOLLOWING PRESENTATIONS: -ADVANCED TECHNOLOGY FOR THE VISUALLY IMPAIRED AT THE WINTHROP LOW VISION SUPPORT GROUP AT THE WINTHROP SENIOR CENTER. -VISION REHABILITATION MODEL AT MEEI AT THE JEWISH COMMUNITY CENTER LOW VISION SUPPORT GROUP, MARBLEHEAD -VISION REHABILITATION SERVICES AT MEEI AND ASSISTING SENIORS WITH AGE-RELATED MACULAR DEGENERATION FOR SENIOR HEALTHWISE AT MASSACHUSETTS GENERAL HOSPITAL. MEEI ALSO ASSISTED IN HEALTH SCREENINGS FOR SENIORS AT SENIOR HEALTHWISE AT MASSACHUSETTS GENERAL HOSPITAL. BACK ON MY FEET: BACK ON MY FEET (BOMF) IS A NATIONAL NONPROFIT ORGANIZATION THAT USES RUNNING TO HELP THOSE EXPERIENCING HOMELESSNESS TO BUILD SELF-ESTEEM, CHANGE THE WAY THEY SEE THEMSELVES, AND BEGIN TO CREATE REAL CHANGES IN THEIR LIVES THAT RESULT IN EMPLOYMENT AND INDEPENDENT LIVING. MEEI PROVIDES FINANCIAL SUPPORT TO THE BOSTON CHAPTER OF BOMF TO HELP ADVANCE ITS WORK IN WORKFORCE DEVELOPMENT AMONG HOMELESS ADULTS. DRESS FOR SUCCESS: THE MISSION OF DRESS FOR SUCCESS BOSTON IS TO PROMOTE THE ECONOMIC INDEPENDENCE OF DISADVANTAGED WOMEN. THEY DO THIS BY PROVIDING PROFESSIONAL ATTIRE, A NETWORK OF SUPPORT AND THE CAREER DEVELOPMENT TOOLS TO HELP WOMEN THRIVE IN WORK AND IN LIFE. MEEI MAKES AN ANNUAL DONATION TO THIS ORGANIZATION TO HELP ADVANCE ITS EFFORTS IN WORKFORCE DEVELOPMENT AMONG LOW-INCOME WOMEN. 1 TOUCH: MEEI PROVIDES FACILITIES AND SUPPORT FOR THIS ORGANIZATION'S SPECIAL SELF-DEFENSE GROUP THAT ENABLES THE BLIND AND VISUALLY IMPAIRED TO DEFEND THEMSELVES AND NAVIGATE THE WORLD WITH CONFIDENCE. CATEGORY 3: ACCESS TO SERVICES/RESOURCES THIS CATEGORY DESCRIBES MEEI STRATEGIES TO MAKE SERVICES AND RESOURCES AVAILABLE TO INDIVIDUALS WHO MIGHT NOT OTHERWISE BE ABLE TO ACCESS THEM. THESE SERVICES AND RESOURCES ARE AS FOLLOWS:
TRANSPORTATION FOR NEEDY PATIENTS: MEEI PROVIDES FREE TAXI   TRANSPORTATION FOR PATIENTS AND FAMILIES IN EMERGENCY SITUATIONS. FREE EYEGLASSES PROGRAM: SOCIAL WORK STAFF, PATIENT FINANCIAL COUNSELORS, AND OPTICAL SHOP STAFF COLLABORATE TO PROVIDE FREE GLASSES TO MEEI PATIENTS WHO MEET INCOME AND OTHER ELIGIBILITY GUIDELINES AND ARE UNABLE TO PAY FOR GLASSES. CONSULTATION FOR NON-MEEI PATIENTS: MEEI'S SOCIAL WORK STAFF PROVIDES INFORMATION AND REFERRAL FOR FINANCIAL RESOURCES, VISION AND HEARING RESOURCES, HOMECARE, AND EDUCATION TO NON-MEEI PATIENTS. SOCIAL WORK CONSULTATIONS FOR PATIENTS NEEDING FINANCIAL ASSISTANCE: THE STAFF FROM MEEI'S DEPARTMENT OF SOCIAL WORK ASSISTS PATIENTS IN SECURING LODGING, MEAL VOUCHERS, PARKING VOUCHERS, AND OTHER SMALL NECESSITIES THAT MAKE IT POSSIBLE FOR PATIENTS AND FAMILIES TO RECEIVE TREATMENT AT MEEI. FINANCIAL COUNSELING ASSISTANCE: THE HOSPITAL'S FINANCIAL COUNSELORS WORK WITH PATIENTS TO ASSESS INSURANCE COVERAGE, IDENTIFY COVERAGE OPTIONS FOR WHICH THE UN/UNDER-INSURED MAY BE ELIGIBLE, AND TO PROVIDE ASSISTANCE IN APPLYING FOR AND ACCESSING COVERAGE. HOWE LIBRARY: MEEI'S RESEARCH LIBRARY STAFF ASSISTS PATIENTS WHO ARE SEEKING INFORMATION ABOUT THEIR MEDICAL CONDITIONS. SERVICES INCLUDE COMPUTER SEARCHING AND RETRIEVAL OF ARTICLES, FINDING BOOKS FOR USERS, AND PROVIDING COMPUTERS, COPIERS, PRINTERS, AND ASSISTANCE TO PEOPLE IN USING THEM. THE HEARING AID CENTER: THE MEEI HEARING AID CENTER PROVIDES SUPPORT, INCLUDING EDUCATION AND EQUIPMENT, TO PATIENTS WITH HEARING LOSS. FOR PATIENTS WHO MEET INCOME GUIDELINES, THESE SERVICES ARE PROVIDED AT NO CHARGE OR AT A REDUCED RATE. FREE PARKING: MEEI OFFERS FREE PARKING TO PATIENTS AND THEIR FAMILIES THAT ENABLES THEM TO COME FOR CARE AND PARTICIPATE IN SUPPORT GROUPS. MEEI ALSO EXTENDS FREE PARKING TO PARTICIPANTS AT COMMUNITY BOATING, A LOCAL NONPROFIT, AND TO SUPPORT GROUPS SUCH AS THE GLAUCOMA SUPPORT GROUP AND HEAR @ BOSTON. CHARITABLE CARE: EACH YEAR, MEEI PROVIDES FREE OR DISCOUNTED CARE TO PATIENTS WHO ARE UNABLE TO COVER THE FULL COST OF THE SERVICES THEY UTILIZE. THIS YEAR THE HOSPITAL PROVIDED $198,116 IN FREE OR DISCOUNTED CARE TO PATIENTS THAT MEET MEEI'S FINANCIAL ASSISTANCE POLICY. MEEI MAKES EVERY EFFORT TO IDENTIFY APPROPRIATE INSURANCE COVERAGE FOR PATIENTS AND TO HELP THEM ACCESS THE COVERAGE FOR WHICH THEY ARE ELIGIBLE. HOWEVER, EACH YEAR MEEI PROVIDES CARE TO PATIENTS THAT IS NOT FULLY REIMBURSED. IN 2012, MEEI'S NET CHAIRTY CARE TOTALLED $2,981,138, WHICH INCLUDES THE HEALTH SAFETY NET (HSN) ASSESSMENT AND SHORTFALL, HSN DENIED CLAIMS, AND FREE OR DISCOUNTED CARE PROVIDED TO PATIENTS THAT MEET MEEI'S FINANCIAL ASSISTANCE POLICY. THE NET CHARITY CARE PROVIDED EACH YEAR IS A REFLECTION OF MEEI'S AND THE COMMUNITY BENEFITS COMMITTEE'S COMMITMENT TO THE DELIVERY OF HIGH-QUALITY CARE TO PATIENTS AND IS AN IMPORTANT STRATEGY FOR ENSURING ACCESS TO CARE IN THE MEEI COMMUNITY BENEFITS PLAN. CATEGORY 4: SPONSORSHIPS MEEI DESIGNATES A PORTION OF ITS COMMUNITY BENEFITS RESOURCES TO PROVIDE FINANCIAL SUPPORT IN THE FORM OF SPONSORSHIPS TO A SELECT NUMBER OF ORGANIZATIONS WHOSE MISSIONS ALIGN WITH THOSE OF MEEI AND ITS COMMUNITY BENEFITS GOALS, INCLUDING THOSE WHO ADDRESS ISSUES AFFECTED THE TARGET COMMUNITIES AND POPULATIONS OF THE HOSPITAL'S COMMUNITY BENEFIT PLAN. EACH OF THESE ORGANIZATIONS PROMOTES WELLNESS AMONG THEIR TARGET POPULATION AND SERVES PEOPLE FROM ACROSS THE COMMONWEALTH. EACH OF THESE ORGANIZATIONS PROMOTES WELLNESS AMONG THEIR TARGET POPULATION AND SERVES PEOPLE FROM ACROSS THE COMMONWEALTH.
SCHEDULE H, PART VI, LINE 7:   LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT: MA
Schedule H (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number
04-2103591
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed
......................... lBullet
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) BOSTON CHILDREN'S HOSPITAL300 LONGWOOD AVE
BOSTON,MA02115
04-2774441 501(C)(3) 40,694       RESEARCH
(2) GEORGE MASON UNIVERSITY10900 UNIVERSITY BLVD
MANASSAS,VA20109
54-0836354 501(C)(3) 91,528       RESEARCH
(3) BOSTON UNIVERSITY85 E NEWTOWN ST M-921
BOSTON,MA02118
04-2103547 501(C)(3) 85,220       RESEARCH
(4) BRIGHAM & WOMAN'S HOSPITAL75 FRANCIS ST
BOSTON,MA02115
04-2312909 501(C)(3) 460,458       RESEARCH
(5) OHIO UNIVERSITY1 PARK PLACE
ATHENS,OH45701
31-6402113 501(C)(3) 66,273       RESEARCH
(6) JOHNS HOPKINS UNIVERSITY600 N WOLF ST
BALTIMORE,MD21218
52-0595110 501(C)(3) 5,343       RESEARCH
(7) MASSACHUSETTS GENERAL HOSPITAL55 FRUIT ST
BOSTON,MA02114
04-2697983 501(C)(3) 973,518       RESEARCH
(8) MIT DIVISION OF HEALTH77 MASS AVE
CAMBRIDGE,MA02139
04-2103594 501(C)(3) 192,670       RESEARCH
(9) MAYO CLINIC200 1ST ST SW
ROCHESTER,MN55905
41-6011702 501(C)(3) 9,346       RESEARCH
(10) HARVARD UNIVERSITYMASS HALL
CAMBRIDGE,MA02138
04-2103580 501(C)(3) 544,860       RESEARCH
(11) PUBLIC HEALTH FOUNDATION12801 CRSRD PKWY S
CTY OF INDSTRY,CA91745
95-2557063 501(C)(3) 45,090       RESEARCH
(12) UNIVERSITY OF OKLAHOMA1000 STANTON YNG BLVD
OK CITY,OK73117
95-1642394 501(C)(3) 63,615       RESEARCH
(13) UNIVERISITY OF SOUTHERN CALIFORNIA3720 S FLOWER ST
LOS ANGELES,CA90089
95-1642394 501(C)(3) 109,839       RESEARCH
(14) VANDERBILT MEDICAL CENTER211 KIRKLAND HALL
NASHVILLE,TN37240
62-0476822 501(C)(3) 48,475       RESEARCH
(15) WORCESTER POLYTECHNIC INSTITUTE100 INSTITUTE RD
WORCESTER,MA01609
04-2121659 501(C)(3) 114,011       RESEARCH
(16) SCHEPENS EYE RESEARCH INSTITUTE20 STANIFORD ST
BOSTON,MA02114
04-2129889 501(C)(3) 709,308       RESEARCH
(17) UNIVERSITY OF MIAMI1400 NW 10TH AVE
MIAMI,FL33136
59-0624458 501(C)(3) 61,653       RESEARCH
(18) UNIVERSITY OF MISSISSIPPI2500 N STATE ST
JACKSON,MS39216
64-6001159 501(C)(3) 156,803       RESEARCH
(19) BROAD INSTITUTE7 CAMBRIDGE CENTER
CAMBRIDGE,MA02142
26-3428781 501(C)(3) 22,971       RESEARCH
(20) MEDICAL COLLEGE OF WISCONSIN8701 WATERTOWN PLANK RD
MILWAUKEE,WI53226
39-0806261 501(C)(3) 87,154       RESEARCH
(21) CARES5000 S 5TH AVE
HINES,IL60141
36-3334177 501(C)(3) 161,921       RESEARCH
(22) DREXEL UNIVERSITY3201 ARCH ST 100
PHILADELPHIA,PA19104
23-1352630 501(C)(3) 102,750       RESEARCH
(23) TUFTS UNIVERSITY136 HARRISON AVE
BOSTON,MA02111
04-2163634 501(C)(3) 42,511       RESEARCH
(24) LAWRENCE LIVERMORE NATIONAL SECURITY LLCMS L 397 7000 E AVE
LIVERMORE,CA94550
20-5624386   10,800       RESEARCH
(25) CIRCLE COMPANY INC243 CHARLES STREET
BOSTON,MA02114
04-2801797 501(C)(25) 1,000,000        
(26) MASSACHUSETTS EYE AND EAR ASSOCIATES INC243 CHARLES STREET
BOSTON,MA02114
22-2658209 501(C)(3) 10,299,939        
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
23
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
1
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
SCHEDULE I, PART I, LINE 2:   SUBAWARDS ARE ISSUED THROUGH A CONSORTIUM AGREEMENT BETWEEN THE MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY") AND THE RECIPIENT INSTITUTION. THE AGREEMENT SPECIFIES THE TERMS OF THE SUBAWARD AND INCLUDES A DETAILED BUDGET AND SCOPE OF WORK TO BE PERFORMED BY THE RECIPIENT INSTITUTION. AWARDED FUNDS ARE ENCUMBERED BY A PURCHASE ORDER THAT IS ASSIGNED TO A UNIQUE FUND NUMBER. PAYMENTS TO RECIPIENT INSTITUTIONS MADE AGAINST THE PURCHASE ORDER ARE RECORDED IN THE MEEI ACCOUNTING SYSTEM SO THAT INDIVIDUAL PAYMENTS AND PURCHASE ORDERS BALANCES CAN BE MONITORED. DISBURSEMENT OF FUNDS FOR SUBAWARDS REQUIRES THE WRITTEN APPROVAL OF THE PRINCIPAL INVESTIGATOR ("PI"). FREQUENT PROGRESS REPORTS AND OTHER FORMS OF COMMUNICATION ARE REQUIRED BETWEEN THE PI AND THE SUBAWARD RECIPIENT INSTITUTE TO ENSURE THAT THE SCOPE OF WORK IS PROGRESSING AT A STATISFACTORY PACE.
Schedule I (Form 990) 2011


Additional Data


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Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) JOHN R FERNANDEZ (i)
(ii)
599,160
0
144,000
0
8,390
0
145,574
0
28,166
0
925,290
0
0
0
(2) JOAN W MILLER MD (i)
(ii)
0
617,189
0
96,998
0
17,742
0
33,860
0
22,158
0
787,947
0
0
(3) JOSEPH B NADOL JR MD (i)
(ii)
0
676,291
0
72,973
0
25,842
0
33,860
0
29,355
0
838,321
0
0
(4) SUSAN WILLIAMS (i)
(ii)
221,205
0
23,085
0
17,061
0
9,584
0
9,166
0
280,101
0
0
0
(5) CAROLANN WILLIAMS (i)
(ii)
182,687
0
10,000
0
126
0
3,486
0
882
0
197,181
0
0
0
(6) BARBARA J SCULLY (i)
(ii)
159,003
0
4,864
0
190
0
9,856
0
22,736
0
196,649
0
0
0
(7) EILEEN O LOWELL (i)
(ii)
162,870
0
0
0
620
0
7,594
0
24,515
0
195,599
0
0
0
(8) ALAN K LONG (i)
(ii)
132,800
0
44,619
0
17,088
0
2,680
0
683
0
197,870
0
0
0
(9) CHRISTINE REGAN (i)
(ii)
195,062
0
20,659
0
2,004
0
9,597
0
13,539
0
240,861
0
0
0
(10) KENNETH HOLMES (i)
(ii)
213,689
0
5,600
0
17,306
0
10,558
0
27,803
0
274,956
0
0
0
(11) JEAN E MACQUIDDY (i)
(ii)
226,349
0
19,725
0
2,690
0
18,737
0
12,324
0
279,825
0
0
0
(12) ALEC CHELOFF (i)
(ii)
219,118
0
21,710
0
1,499
0
9,567
0
27,963
0
279,857
0
0
0
(13) JEFFREY J PIKE (i)
(ii)
235,612
0
18,401
0
329
0
7,862
0
9,131
0
271,335
0
0
0
(14) JAVIER BALLOFFET (i)
(ii)
210,296
0
63,153
0
18,863
0
12,672
0
23,252
0
328,236
0
0
0
(15) JENNIFER STREET (i)
(ii)
228,903
0
27,719
0
552
0
9,274
0
28,043
0
294,491
0
0
0
(16) MICHAEL SOUZA UNTIL 32912 (i)
(ii)
226,402
0
0
0
17,325
0
8,723
0
1,745
0
254,195
0
0
0
(17) MELISSA M PAUL (i)
(ii)
175,295
0
32,514
0
16,986
0
11,914
0
28,414
0
265,123
0
0
0
(18) GLENN W BUNTING (i)
(ii)
173,178
0
2,930
0
646
0
12,252
0
22,448
0
211,454
0
0
0
(19) GREGORY J DONNELLY (i)
(ii)
154,033
0
3,622
0
135
0
6,133
0
24,378
0
188,301
0
0
0
(20) PETER J CHINETTI (i)
(ii)
179,957
0
0
0
185,132
0
18,656
0
3,959
0
387,704
0
0
0
(21) ROBERT M BIGGIO (i)
(ii)
165,185
0
0
0
238
0
7,093
0
17,055
0
189,571
0
0
0
(22) GAYLE A FISHMAN UNTIL 1112 (i)
(ii)
195,276
0
0
0
59,169
0
6,672
0
1,359
0
262,476
0
0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SCHEDULE J, PART I, LINE 4A:   IN CONNECTION WITH HIS DEPARTURE EFFECTIVE MAY 1, 2011, PETER CHINETTI RECEIVED 12 MONTHS OF SALARY AND BENEFITS CONTINUATION. IN CONNECTION WITH HER DEPARTURE EFFECTIVE SEPTEMBER 30, 2011, GAYLE A. FISHMAN RECEIVED 3 MONTHS SALARY. SCHEDULE J, PART I, LINE 4B: EFFECTIVE APRIL 18, 2011, JOHN FERNANDEZ ENTERED INTO A DEFERRED COMPENSATION ARRANGEMENT WITH MASSACHUSETTS EYE AND EAR INFIRMARY UNDER THE AGREEMENT, MR. FERNANDEZ WILL BE CREDITED $120,000 EACH YEAR. EACH ANNUAL CREDIT WILL VEST ON THE FOURTH ANNIVERSARY OF THE DATE SUCH CREDIT WAS MADE OR UPON (1) THE ATTAINMENT OF THE AGE OF 65 WHILE EMPLOYED; (2) TERMINATION WITHOUT CAUSE OR RESIGNATION FOR GOOD REASON; (3) DEATH; (4) DISABILITY; OR (5) CHANGE OF CONTROL OF MASSACHUSETTS EYE AND EAR INFIRMARY WITHIN THE MEANING OF SECTION 409A OF THE INTERNAL REVENUE CODE. SCHEDULE J, PART I, LINE 7: THE BOARD OF TRUSTEES OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, UPON RECOMMENDATIONS OF THE COMPENSATION COMMITTEE, APPROVED A BONUS PROGRAM FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J. THE PROGRAM REQUIRES THAT SUPERVISORY PERSONNEL MAKE THE DETERMINATION OF (I) ELIGIBILITY AND (II) AMOUNT OF BONUS DOLLARS BASED ON OVERALL JOB PERFORMANCE. THE CHIEF EXECUTIVE OFFICER OF THE INFIRMARY HAS THE AUTHORITY TO (I) OVERRULE RECOMMENDATIONS MADE BY SUPERVISORS AND (II) MAKE BONUS DETERMINATIONS FOR VICE PERSIDENT LEVEL PERSONNEL. THE COMPENSATION COMMITTEE OF THE BOARD HAS THE FINAL AUTHORITY FOR BONUSES PAID TO THE CEO AS WELL AS THE VICE PRESIDENTS. TOTAL COMPENSATION FOR LISTED INDIVIDUALS, INCLUDING BONUS PAYMENTS, WAS ANALYZED BY INDEPENDENT COMPENSATION CONSULTANTS, DETERMINED TO BE REASONABLE COMPENSATION, AND APPROVED BY THE BOARD. NO COMPENSATION PAYMENT CAN BE MADE IN EXCESS OF THESE AMOUNTS.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number
04-2103591
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES
 
04-2456011 57586EWL1 09-29-2010 63,156,092 FACILITY IMPROVEMENTS   X   X   X
B MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES
 
04-2456011 57586ELD1 03-22-2007 20,000,000 FACILITY IMPROVEMENTS   X   X X  
C MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES
 
04-2456011 57586ELD1 02-25-2005 13,695,000 FACILITY IMPROVEMENTS   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 0 6,292,000 5,026,287  
2 Amount of bonds legally defeased . . . . . . . . . . 0 0 0  
3 Total proceeds of issue . . . . . . . . . . . . . 63,156,092 20,000,000 13,695,000  
4 Gross proceeds in reserve funds . . . . . . . . 5,035,449 138,623 87,650  
5 Capitalized interest from proceeds . . . . . . . . . . 5,191,170 0 0  
6 Proceeds in refunding escrows . . . . . . . . . . . 0 0 0  
7 Issuance costs from proceeds . . . . . . . . . . . 1,457,475 129,211 87,134  
8 Credit enhancement from proceeds . . . . . . . . . . 0 0 0  
9 Working capital expenditures from proceeds . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . 33,953,710 19,732,166 13,520,216  
11 Other spent proceeds . . . . . . . . . . . 0 0 0  
12 Other unspent proceeds . . . . . . . . . . . 17,518,288 0 0  
13 Year of substantial completion . . . . . . . . . . . 2010 2010 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . .   X   X   X    
15 Were the bonds issued as part of an advance refunding issue? . . . .   X   X   X    
16 Has the final allocation of proceeds been made? . . . . . .   X X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X   X      
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X    
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X    
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . .                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X   X   X    
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0% 0% 0%   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet   %   %   %   %
6 Total of lines 4 and 5 . . .. . . . . . . . .   %   %   %   %
7 Does the bond issue meet the private security or payment test? . . . X   X   X      
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X X   X      
2 Is the bond issue a variable rate issue?   X X   X      
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider . . . . . . . . 0
 
0
 
0
 
 
 
c Term of hedge . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was a hedge terminated? . . . . .                
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X   X    
b Name of provider . . . . . . 0
 
0
 
0
 
 
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .                
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X   X   X    
6 Did the bond issue qualify for an exception to rebate? .   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X   X    
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
(1) KENNETH HOLMES
HOUSING
  X 50,000 20,000   No   No Yes  
Total ...............Small Bullet $ 20,000
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) JOAN MILLER MD DRCTR IS LICENSOR TO ORG 297,325 PATENT LICENSE PROCEEDS   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
SCHEDULE L, PART V, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS   (A) NAME OF PERSON: JOAN MILLER, MD (D) DESCRIPTION OF TRANSACTION: INVENTOR PROCEEDS FOR PATENT RIGHTS ARE MADE IN ACCORDANCE WITH WRITTEN MEEI POLICY IN RESPECT OF INTELLECTUAL PROPERTY.
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Identifier Return Reference Explanation
FORM 990, PART I, LINE 1 & PART III, LINE 1:   THE MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY") IS A NOT-FOR-PROFIT TEACHING HOSPITAL CONDUCTING PATIENT CARE AND RESEARCH. THE INFIRMARY IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND AN INTERNATIONAL CENTER FOR RESEARCH. IT HAS THE MOST COMPETITIVE PROGRAM IN THE COUNTRY FOR EYE, EAR, NOSE, AND THROAT RESIDENCY TRAINING AND THE WORLD'S LARGEST OPHTHALMIC FELLOWSHIP PROGRAM. IT IS PART OF A SYSTEM OF RELATED ENTITIES THAT PROVIDE SPECIALIZED MEDICAL CARE COLLECTIVELY KNOWN AS "MASSACHUSETTS EYE AND EAR INFIRMARY" ("MEEI").
FORM 990, PART VI, LINE 1A: THE INFIRMARY'S BYLAWS STATE THE FOLLOWING: THERE SHALL BE AN EXECUTIVE COMMITTEE CONSISTING OF THOSE INDIVIDUALS WHO ARE SERVING AS MEMBERS OF THE EXECUTIVE COMMITTEE OF THE MEMBER. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL EMERGENCY BUSINESS OF THE CORPORATION DURING THE PERIOD BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL ALSO TRANSACT SUCH BUSINESS, PERFORM SUCH DUTIES, AND EXERCISE SUCH POWERS AS MAY BE DIRECTED OR DELEGATED BY THE BOARD OF DIRECTORS FROM TIME TO TIME. THE EXECUTIVE COMMITTEE SHALL KEEP A RECORD OF ITS PROCEEDINGS. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MEETING.
FORM 990, PART VI, LINE 7A:   THE GOVERNOR OF THE COMMONWEALTH HAS THE AUTHORITY TO APPOINT TWO DIRECTORS. THE BYLAWS OF THE INFIRMARY STATE THAT THE REMAINING DIRECTORS ARE THOSE INDIVIDUALS SERVING AS DIRECTORS OF ITS SOLE MEMBER, THE FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, INC. ("THE FOUNDATION").
FORM 990, PART VI, LINE 7B:   THE FOUNDATION IS THE SOLE MEMBER OF THE INFIRMARY AND RETAINS THE AUTHORITY TO MAKE DECISIONS REGARDING THE INFIRMARY.
FORM 990, PART VI, LINE 11B:   THE INFIRMARY'S FORM 990 IS PREPARED BY PRICEWATERHOUSECOOPERS, LLP USING INFORMATION PREPARED BY MANAGEMENT. AFTER THE FORM 990 IS COMPLETED, IT IS REVIEWED BY THE DIRECTOR OF FINANCE OPERATIONS. THE FORM 990 IS THEN PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL AS AUTHORIZED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ARE ALSO GIVEN THE FORM 990 FOR REVIEW WITH TIME TO SUBMIT COMMENTS AND QUESTIONS BEFORE FINAL FILING.
FORM 990, PART VI, LINE 12C:   MEMBERS OF THE STAFF ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST TO THEIR CHIEF OF SERVICE OR DEPARTMENT AND DIRECTOR OF LABORATORY/UNIT. MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLLY, IN WRITING, ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE OFFICE OF THE INTERNAL AUDITOR OBTAINS AND REVIEWS THE ANNUAL CONFLICTS OF INTEREST STATEMENTS SUBMITTED BY MEMBERS OF THE BOARD OF DIRECTORS, AND REPORTS ON THE SAME TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD. WITH RESPECT TO INTERESTS DISCLOSED BY BOARD MEMBERS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, THE INTERNAL AUDITOR REVIEWS ALL TRANSACTIONS BETWEEN SUCH INTERESTS AND AFFILIATES OF THE INFIRMARY, TO DETERMINE WHETHER THESE TRANSACTIONS WERE CONDUCTED AT ARM'S LENGTH.
FORM 990, PART VI, LINE 15:   THE CHAIRMAN OF THE COMPENSATION COMMITTEE OF THE BOARD OF THE INFIRMARY PRESENTS A RECOMMENDATION TO THE COMPENSATION COMMITTEE WHO HAVE FINAL APPROVAL OF THE CEO'S BASE SALARY AND BONUS AMOUNT. THE CEO RECOMMENDS EXECUTIVE SALARIES TO THE COMPENSATION COMMITTEE OF THE BOARD WHO HAS FINAL AUTHORIZATION TO APPROVE IT. TOTAL COMPENSATION FOR THE CEO, CHIEFS AND VICE PRESIDENTS, INCLUDING BONUS PAYMENTS, INCLUDING COMPARABILITY DATA, IS ANALYZED BY INDEPENDENT COMPENSATION CONSULTANTS AND IS DETERMINED TO BE REASONABLE.
FORM 990, PART VI, LINE 19:   SUMMARIZED FINANCIAL STATEMENTS ARE AVAILABLE ON THE INFIRMARY'S WEBSITE: WWW.MASSEYEANDEAR.ORG. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE INFIRMARY'S GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE OF THE OFFICE OF ATTORNEY GENERAL AND ARE ALSO AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE UPON REQUEST. FORM 990, PART VII: THE FOLLOWING INDIVIDUALS WORKED AT RELATED ORGANIZATIONS DURING THE YEAR ENDED SEPTEMBER 30, 2012: RICHARD ALDRICH - 2 HOURS DEWALT ANKENY - 5 HOURS JAVIER BALLOFFET - 20 HOURS LILY BENTAS - 9 HOURS JAMES CARLISLE - 2 HOURS CHARLES DE GUNZBURG - 5 HOURS JOHN FERNANDEZ - 24 HOURS SAMUEL FLEMING - 4 HOURS HARVEY FREISHTAT - 4 HOURS WYCLIFFE GROUSBECK - 4 HOURS JOSEPH W. HALEY - 6 HOURS KENNETH HOLMES - 30 HOURS LYLE HOWLAND - 2 HOURS DIANE KANEB - 2 HOURS MAUREEN KELLEY - 10 HOURS JONATHAN KUTCHINS - 4 HOURS ALAN K. LONG - 30 HOURS JEAN E. MACQUIDDY - 30 HOURS VICTORIA MCCULLOUGH - 5 HOURS JOAN MILLER - 33 HOURS JOSEPH NADOL - 31 HOURS ANNETTE NOVA - 5 HOURS MELISSA PAUL - 50 HOURS CHRISTINE REGAN - 10 HOURS WILLIAM ROMAN - 4 HOURS BARBARA J. SCULLY - 30 HOURS JENNIFER STREET - 17 HOURS FREDERICK THORNE - 2 HOURS JONATHAN UHRIG - 7 HOURS KATHRYN VECELLIO - 5 HOURS CAROLANN WILLIAMS - 12 HOURS SUSAN WILLIAMS - 19 HOURS
FORM 990, PART XI, LINE 5:   OTHER CHANGES IN NET ASSETS: NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS $433,731 PENSION/POST-RETIREMENT CHARGE ($7,624,694) TOTAL OTHER CHANGES IN NET ASSETS ($7,190,963)
SCHEDULE K, PART I, BOND (A), COLUMN (F):   THE PROJECT CONSISTS OF RENOVATION AND IMPROVEMENT OF EXISTING SPACE AND ACQUISITION OF MISCELLANEOUS EQUIPMENT LOCATED IN MEEI'S MAIN CLINICAL BUILDING, INCLUDING BUT NOT LIMITED TO THE FOLLOWING: THE AMBULATORY AND INPATIENT OPERATING ROOMS, THE SINUS CLINIC, THE NEURO-OPTHALMOLOGY CLINIC, THE OTOLARYNGOLOGY LASER CENTER, THE ENT CLINIC FOCUSING ON HEAD AND NECK CONDITIONS, THE PRE-ADMISSION TESTING SUITE, THE OPHTHALMOLOGY OUTPATIENT CLINICS LOCATED ON THE FIRST FLOOR, THE GROUND FLOOR (INCLUDING THE LOBBY AREA, EMERGENCY DEPARTMENT AND RADIOLOGY DEPARTMENT), THE PEDIATRIC OPHTHALMOLOGY CLINIC, THE HEAD AND NECK CLINIC, THE LASER CENTER, THE PEDIATRIC INPATIENT UNIT, THE OPHTHALMOLOGY PLASTICS OUTPATIENT CLINIC, THE OTOLARYNGOLOGY FACULTY OFFICE SUITE AND THE DESIGN AND ARCHITECTURAL FEES RELATING TO THE RECONSTRUCTING OF THE GROUND, FIRST, SECOND AND THIRD FLOORS FOR ADDITIONAL CLINICAL SPACE. IMPROVEMENTS TO EXISTING BUILDING INFRASTRUCTURE. PLANNING AND DESIGN COSTS RELATED TO A REPLACEMENT RESEARCH OR CLINICAL BUILDING TO BE LOCATED AT 309-325 CAMBRIDGE STREET. COSTS OF ISSUANCE AND CAPITALIZED INTEREST ON THE BONDS FINANCING THE PROJECTS DESCRIBED IN THIS SECTION FOR A PERIOD OF UP TO THREE YEARS.
SCHEDULE K, PART I, BOND (B), COLUMN (F):   THE PROJECT ALL TO BE OWNED AND OPERATED BY THE INFIRMARY, CONSISTS GENERALLY OF (A) RENOVATION OF THE OUTPATIENT AREAS OF THE INFIRMARY AND OF THE 7TH FLOOR SERVICE AREA AND OFFICES, ALL LOCATED AT 243 CHARLES STREET, BOSTON, MASSACHUSETTS, AND (B) EQUIPMENT PURCHASES.
SCHEDULE K, PART I, BOND (C), COLUMN (F):   THE PROJECT ALL TO BE OWNED AND OPERATED BY THE INFIRMARY, CONSISTS GENERALLY OF (A) RENOVATION OF THE OUTPATIENT AREAS OF THE INFIRMARY AND OF THE 7TH FLOOR SERVICE AREA AND OFFICES, ALL LOCATED AT 243 CHARLES STREET, BOSTON, MASSACHUSETTS, AND (B) EQUIPMENT PURCHASES.
PART III - PROGRAM SERVICE, LINE 4A   RESEARCH OVERALL: (FROM ADVANCING RESEARCH SECTION OF THE PRINTED ANNUAL REPORT) OUR RESEARCHERS CONTINUED TO MAKE ADVANCES THAT HAVE THE POTENTIAL TO CHANGE THE LANDSCAPE OF HEALTHCARE IN THE YEARS TO COME. THE FOLLOWING ARE JUST A FEW EXAMPLES. - ALBERT EDGE, PH.D., DEMONSTRATED FOR THE FIRST TIME THAT HAIR CELLS CAN BE REGENERATED IN AN ADULT MAMMALIAN EAR BY USING A DRUG TO STIMULATE RESIDENT CELLS TO BECOME NEW HAIR CELLS, RESULTING IN PARTIAL RECOVERY OF HEARING IN MOUSE EARS DAMAGED BY NOISE TRAUMA. THIS FINDING HOLDS GREAT POTENTIAL FOR FUTURE THERAPEUTIC APPLICATION THAT MAY SOMEDAY REVERSE DEAFNESS IN HUMANS. - DR. KONSTANTINA STANKOVIC, IN COLLABORATION WITH ANANTHA P. CHANDRAKASAN, PH.D., FROM THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY, WAS THE FIRST TO EXTRACT ENERGY FROM THE "BIOLOGIC BATTERY" IN THE INNER EAR TO POWER ELECTRONICS WITHOUT DAMAGING HEARING, SETTING THE STAGE FOR FUTURE DEVICES THAT ARE SELF-POWERING. - A FEW YEARS AGO, SHARON G. KUJAWA, PH.D. AND M. CHARLES LIBERMAN, PH.D., DISCOVERED THAT OVEREXPOSURE TO MODERATE LEVELS OF NOISE CAN CAUSE DEGENERATION OF COCHLEAR NERVE FIBERS, EVEN IF THE HEARING THRESHOLDS (AND COCHLEAR HAIR CELLS) COMPLETELY RECOVER. THIS YEAR, DRS. KUJAWA AND LIBERMAN, ALONG WITH GRADUATE STUDENT ADAM FURMAN, SHOWED THAT THIS DEGENERATION IS SELECTIVE FOR THE HIGH-THRESHOLD NEURONS THAT NORMALLY HELP US HEAR IN A NOISY ENVIRONMENT. WE THINK THIS HELPS EXPLAIN WHY THE ABILITY TO HEAR IN NOISY SETTINGS DETERIORATES IN THE AGING EAR. - DR. KATHRYN COLBY PERFORMED FIRST COLLAGEN CROSS-LINKING IN BOSTON, AN EXPERIMENTAL TREATMENT FOR KERATOCONUS, UNDER THE AUSPICES OF AN FDA-SANCTIONED CLINICAL TRIAL. - RESEARCHERS FROM THE MASS. EYE AND EAR, THE CHILDREN'S HOSPITAL OF PHILADELPHIA, AND LOYOLA UNIVERSITY CHICAGO HEALTH SCIENCES DIVISION AND THEIR COLLABORATORS ISOLATED AN ELUSIVE HUMAN GENE THAT CAUSES A COMMON FORM OF LEBER CONGENITAL AMAUROSIS (LCA), A RELATIVELY RARE BUT DEVASTATING FORM OF EARLY-ONSET BLINDNESS. THE NEW LCA GENE IS CALLED NMNAT1. FINDING THE SPECIFIC GENE MUTATED IN PATIENTS WITH LCA IS THE FIRST STEP TOWARDS DEVELOPING SIGHT-SAVING GENE THERAPY. DR. ERIC PIERCE, DIRECTOR OF THE OCULAR GENOMICS INSTITUTE, IS A CO-SENIOR AUTHOR ON THE STUDY. - RESULTS FROM THE LARGEST GENETIC STUDY OF GLAUCOMA, A LEADING CAUSE OF BLINDNESS AND VISION LOSS WORLDWIDE, SHOWED THAT TWO GENETIC VARIATIONS ARE ASSOCIATED WITH PRIMARY OPEN-ANGLE GLAUCOMA, A COMMON FORM OF THE DISEASE. THE IDENTIFICATION OF GENES RESPONSIBLE FOR THIS DISEASE IS THE FIRST STEP TOWARD THE DEVELOPMENT OF GENE-BASED DISEASE DETECTION AND TREATMENT. RESEARCHERS INCLUDED STUDY LEAD AUTHOR DR. JANEY WIGGS AND CO-SENIOR AUTHOR DR. LOU PASQUALE. MORE THAN 128 RESEARCH PROPOSALS WERE FUNDED THIS YEAR, FOR A TOTAL OF $24,853,997, WITH 69 NEW GRANT AWARDS. IN FY12, MASS. EYE AND EAR ONCE AGAIN RANKED AMONG THE TOP NIH-FUNDED RESEARCH INSTITUTIONS IN THE UNITED STATES. WE ALSO RECEIVED FUNDING FROM CORPORATIONS AND FOUNDATIONS WHICH HELP US ADVANCE THE WORK WE DO TO FIND CURES. WE EXTEND OUR APPRECIATION TO ALL INDIVIDUALS AND ORGANIZATIONS THAT HAVE FUNDED OUR RESEARCH EFFORTS. OPHTHALMOLOGY: OUR RESEARCH EFFORTS FORGED AHEAD MARKED BY TWO SIGNIFICANT MILESTONES - THE FIRST COMBINED MEE/SCHEPENS ANNUAL RESEARCH FACULTY RETREAT AND THE APPOINTMENT OF PATRICIA D'AMORE, PHD, MBA, FARVO TO DIRECTOR OF RESEARCH AT SCHEPENS. WE ARE ALSO MAKING SIGNIFICANT HEADWAY IN ESTABLISHING OUR OCULAR GENOMICS INSTITUTE (OGI) AS A BURGEONING CENTER OF EXCELLENCE FOR GENOMICS AND GENE THERAPY RESEARCH; PROMISING TRANSLATIONAL INVESTIGATIONS ARE UNDERWAY IN THE INSTITUTE AND THE BERMAN GUND LABORATORY FOR THE STUDY OF RETINAL DEGENERATIONS, AND ALREADY YIELDING EXCITING RESULTS. RESEARCH MILESTONE PATRICIA A. D'AMORE, PHD, MBA, FARVO IS NAMED SCHEPENS DIRECTOR OF RESEARCH FOLLOWING AN INTERNATIONAL SEARCH, PATRICIA D'AMORE, PHD, MBA, FARVO WAS NAMED DIRECTOR OF RESEARCH AT SCHEPENS EYE RESEARCH INSTITUTE, EFFECTIVE NOVEMBER 1, 2012. DR. D'AMORE IS PROFESSOR OF OPHTHALMOLOGY AND PATHOLOGY AT HARVARD MEDICAL SCHOOL (HMS), HMS OPHTHALMOLOGY VICE CHAIR OF BASIC RESEARCH, AND SENIOR SCIENTIST AND ANKENY SCHOLAR OF RETINAL MOLECULAR BIOLOGY AT SCHEPENS. AS DIRECTOR, DR. D'AMORE WILL SERVE AS THE SENIOR LEADER AT SCHEPENS AND AS A MEMBER OF THE MASS. EYE AND EAR RESEARCH LEADERSHIP TEAM, REPORTING TO CHIEF AND CHAIR, DR. JOAN MILLER, AND TO THE SCHEPENS BOARD OF DIRECTORS. DR. D'AMORE WILL ALSO BE NOMINATED FOR APPOINTMENT AS THE CHARLES L. SCHEPENS PROFESSOR OF OPHTHALMOLOGY AT HMS. DR. D'AMORE'S SELECTION FOLLOWS A RIGOROUS, EIGHT-MONTH EFFORT BY AN HMS-APPOINTED SEARCH COMMITTEE TO IDENTIFY A HIGHLY ACCOMPLISHED ACADEMIC AND SCIENTIFIC LEADER WHO HAS ACHIEVED SIGNIFICANT SUCCESS IN ADVANCING THE FIELD OF VISION SCIENCE. NEW EQUIPMENT & TECHNOLOGY FOR RESEARCH - SCHEPENS EYE RESEARCH INSTITUTE MORPHOLOGY CORE - LEICA PT 2030 AUTOMATIC TISSUE PROCESSOR FOR USE IN HISTOPATHOLOGY APPLICATIONS. - SCHEPENS EYE RESEARCH INSTITUTE RETINAL GENE TRANSFER CORE - BIOSAFETY CABINETS, ULTRACENTRIFUGE, AND INCUBATORS FOR VECTOR PRODUCTION - SCHEPENS EYE RESEARCH INSTITUTE TWO-PHOTON CONFOCAL MICROSCOPE CORE - MICROVIDEO INSTRUMENTS INTRAVITAL MICROSCOPE - MACPRO TWO AND BITPLANE SCIENTIFIC IMARIS SOFTWARE FOR IMAGE ANALYSIS - OCULAR GENOMICS INSTITUTE - CLIA DIAGNOSTIC LABORATORY AND DNA SEQUENCING CORE - ILLUMINA ISCAN AND MISEQ SYSTEMS AND LIFE TECHNOLOGIES 3730XL DNA ANALYZER - THERMAL CYCLERS FOR RESEARCH AND CLINICAL DNA SEQUENCE ANALYSIS NEW SERVICE/RENOVATIONS - NEW LABORATORIES HAVE BEEN ESTABLISHED AT SCHEPENS FOR LOTFI MERABET, OD, PHD, LUK VANDENBERGHE, PHD, AND PEDRAM HAMRAH, MD, PHD RESEARCH SUCCESSES CORNEA - COMPLETED A CLINICAL STUDY EVALUATING THE EFFICACY OF A TOPICAL COMBINED ANTI-PDGF AND ANTI-VEGF THERAPY IN CORNEAL ANGIOGENESIS. - CREATED AND VALIDATED AN OCULAR REDNESS CONTINUOUS (0.0 - 100.0) SCALE USING A NOVEL, STATE-OF-THE-ART COMPUTER PROGRAM. - RECEIVED A GRANT FROM THE DEPARTMENT OF DEFENSE TO CONDUCT A MULTI-CENTER CLINICAL TRIAL TO ASSESS THE SAFETY AND EFFICACY OF A ANTI-VEGF IN PATIENTS WHO ARE AT HIGH-RISK FOR GRAFT REJECTION FOLLOWING THEIR CORNEAL TRANSPLANT. - COMPLETED A STUDY ASSESSING THE USE OF TEAR OSMOLARITY AS A NEW METHOD TO DIAGNOSE AND MONITOR DRY EYE DISEASE. - DEVELOPED TELOMERASE-IMMORTALIZED CORNEAL ENDOTHELIAL CELL LINE WHICH WILL PROVIDE A NEW TOOL FOR THE IN VITRO STUDY OF CORNEAL ENDOTHELIAL CELL BIOLOGY AND WILL BE MADE AVAILABLE TO THE NIH COMMUNITY. - DETERMINED THAT DEFICIENCY IN NRF2-REGULATED PATHWAY IS INVOLVED IN THE PATHOGENESIS OF FUCHS ENDOTHELIAL CORNEAL DYSTROPHY. - DETERMINED THAT CORNEAL LIMBAL FIBROBLASTS CAN BE DIFFERENTIATED INTO CORNEAL EPITHELIAL CELLS THUS SERVING AS A NOVEL SOURCE OF CORNEAL EPITHELIUM USUALLY DESTROYED IN LIMBAL STEM CELL DEFICIENCY DISORDERS. - DEMONSTRATED THE PRESENCE OF THE INTEGRIN MADCAM-1 IN THE OCULAR SURFACE VASCULATURE AND DETERMINED ITS ROLE IN THE RECRUITMENT OF CORNEAL IMMUNE CELLS. - FIRST HUMAN IMPLANTATION OF AN INTRAOCULAR DEVICE TO MEASURE IOP BY TELEMETRY. THIS MAY RESOLVE THE INABILITY TO MEASURE IOP IN KERATOPROSTHESIS PATIENTS. - CONDUCTED THE FIRST LARGE SCALE CATARACT SURGERY OUTCOMES REVIEW (18,000 CASES) IN THE UK INDEPENDENT SECTOR. - DEMONSTRATED WITH LIVE CORNEAL IMAGING THAT UNILATERAL CORNEAL INFECTIONS, INCLUDING IN HERPES ZOSTER OPHTHALMICUS, LEAD TO CONTRALATERAL CHANGES IN CORNEAL NERVES IN THE UNAFFECTED EYE, SUGGESTING NEURO-REGULATORY MECHANISMS BETWEEN EYES. - DEMONSTRATED THAT A DRUG-ELUTING CONTACT LENS CAN DELIVER A THERAPEUTIC AMOUNT OF A GLAUCOMA MEDICATION FOR ONE MONTH. - DETERMINED THAT DEVICES USED IN PROSE TREATMENT CAN BE CUSTOMIZED TO ACCOMMODATE ANY EYE WITH KERATOCONUS OR POST-LASIK ECTASIA REGARDLESS OF DISEASE SEVERITY. - PERFORMED FIRST COLLAGEN CROSS-LINKING IN BOSTON, AN EXPERIMENTAL TREATMENT FOR KERATOCONUS, UNDER THE AUSPICES OF AN FDA-SANCTIONED CLINICAL TRIAL.
BOSTON KERATOPROSTHESIS (KPRO)   - IN A LARGE WORLDWIDE SURVEILLANCE STUDY, 4610 KPRO IMPLANTATIONS BY 368 SURGEONS, THERE WERE 176 INCIDENTS (3.8%) OF ENDOPHTHALMITIS. IN CONTRAST, IN A BOSTON (LOCAL) SERIES OF 271 KPRO CASES PERFORMED FROM 2000-2009, ONLY 3 CASES (1.1%) OF BACTERIAL ENDOPHTHALMITIS OCCURRED. NEW HIGHLY EFFECTIVE, LOW-COST ANTIBIOTICS COMBINATIONS FOR ONCE-DAILY PROPHYLAXIS HAVE BEEN PROPOSED. - IN A CLINICAL STUDY ON ALKALI BURNS, THE BOSTON KPRO WAS SHOWN TO HAVE GOOD RETENTION, BUT SEVERE GLAUCOMA OFTEN RUINED THE OPTIC NERVE. EXPERIMENTS ON EX VIVO PIG EYES AND IN VIVO MOUSE EYES SHOWED THAT THE GLAUCOMA WAS NOT CAUSED BY BACKWARDS DIFFUSION OF THE ALKALI ITSELF. RATHER, IT SEEMS THAT EASILY DIFFUSIBLE INFLAMMATORY CYTOKINES CAN REACH THE GANGLION CELL LAYER AND CAUSE WIDESPREAD APOPTOSIS WITHIN 24 HOURS. OF POTENTIAL PRACTICAL IMPORTANCE WAS THE ADDITIONAL FINDING THAT INFLIXIMAD (REMICADE) HAS A VERY STRONG PROTECTIVE EFFECT, BOTH ANTERIORLY AND POSTERIORLY. IT IS THUS POSSIBLE THAT PATIENTS WITH SEVERE CHEMICAL BURNS, WHEN THEY REACH AN EMERGENCY ROOM, SHOULD ALSO HAVE AN IMMEDIATE INTRAVENOUS INFUSION OF INFLIXIMAB. - DEMONSTRATED BETTER WOUND ANATOMY FOLLOWING BOSTON KPRO SURGERY USING LARGER BACKPLATES, SUGGESTING ONE SOLUTION TO THE PROBLEM OF RETROPROSTHETIC MEMBRANE FORMATION. RETINA - FOR THE FIRST TIME IDENTIFIED THE MODE OF DEATH OF CONE PHOTORECEPTOR CELLS IN AN ANIMAL MODEL OF RETINITIS PIGMENTOSA. THIS RESEARCH HAS FURTHER IDENTIFIED THE RECEPTOR INTERACTING PROTEIN KINASE PATHWAY AS A POTENTIAL TARGET FOR DEVELOPING TREATMENT FOR VISION LOSS IN PATIENTS WITH RP. - INVESTIGATE THE ANTI-INFLAMMATORY ACTION OF THE EXERCISE MIMETIC ACADESINE, A MEDICATION THAT ACTIVATES AMP KINASE, AND SHOWED THAT IT SUPPRESSES OCULAR INFLAMMATION IN AN ANIMAL MODEL OF AUTOIMMUNE UVEITIS - RESEARCHERS FROM THE ANGIOGENESIS LABORATORY HIGHLIGHTED THAT A COMMONLY USED STRAIN OF LABORATORY ANIMALS USED IN RETINAL RESEARCH EXHIBIT BASELINE PATHOLOGY THAT CAN ALTER THE CONCLUSIONS OF OTHER STUDIES. - DR. DEAN ELIOTT RECEIVED APPROVAL FOR A PHASE I/II TRIAL IS A PROSPECTIVE, OPEN-LABEL STUDY DESIGNED TO DETERMINE THE SAFETY AND TOLERABILITY OF THE HUMAN EMBRYONIC STEM CELLS-DERIVED RPE CELLS FOR SUB-RETINAL TRANSPLANTATION INTO PATIENTS WITH DRY AMD. - RESEARCHERS FROM THE MASS. EYE AND EAR, THE CHILDREN'S HOSPITAL OF PHILADELPHIA, LOYOLA UNIVERSITY CHICAGO HEALTH SCIENCES DIVISION AND THEIR COLLABORATORS HAVE ISOLATED AN ELUSIVE HUMAN GENE THAT CAUSES A COMMON FORM OF LEBER CONGENITAL AMAUROSIS (LCA), A RELATIVELY RARE BUT DEVASTATING FORM OF EARLY-ONSET BLINDNESS. THE NEW LCA GENE IS CALLED NMNAT1. FINDING THE SPECIFIC GENE MUTATED IN PATIENTS WITH LCA IS THE FIRST STEP TOWARDS DEVELOPING SIGHT-SAVING GENE THERAPY. ERIC PIERCE, MD, PHD, DIRECTOR OF THE OCULAR GENOMICS INSTITUTE IS A CO-SENIOR AUTHOR ON THE STUDY. - ADMINISTRATION OF A GENE THERAPY VECTOR CARRYING THE RPE65 GENE TO ONE EYE IN EACH OF 12 PATIENTS WITH CONGENITAL BLINDNESS DUE TO RPE65 MUTATIONS LED TO IMPROVEMENTS IN RETINAL AND VISUAL FUNCTION AND PROVED TO BE A SAFE AND STABLE PROCEDURE. - ANALYZED VISUAL ACUITY DATA FROM THREE CLINICAL TRIALS CONDUCTED INVOLVING PATIENTS WITH TYPICAL RETINITIS PIGMENTOSA TO SHOW THAT A DIET RICH IN OMEGA-3 FATTY ACIDS APPEARS ASSOCIATED WITH SLOWING VISUAL ACUITY DECLINE IN RETINITIS PIGMENTOSA PATIENTS ON VITAMIN A. - DISCOVERY THAT VEGG, WHICH IS KNOWN TO CAUSE BLOOD VESSEL GROWTH, ALSO SEEMS TO UNEXPECTEDLY BIND THE RECEPTOR FOR ANOTHER GROWTH FACTOR KNOWN AS PLATELET-DERIVED GROWTH FACTOR (PDGF), AND PREVENT PDGF FROM BINDING. THIS SUGGESTS THAT VEGF MAY CONTRIBUTE TO THE DEVELOPMENT OF PROLIFERATIVE VITREORETINOPATHY, THE MOST COMMON SERIOUS SIDE-EFFECT OF RETINAL RE-ATTACHMENT SURGERY. GLAUCOMA - IN RESEARCH CONDUCTED WITH DR. JAE HEE KANG FROM THE CHANNING DIVISION OF NETWORK MEDICINE AT BRIGHAM AND WOMEN'S HOSPITAL, DR. PASQUALE REPORTED THAT HEAVY CONSUMPTION OF CAFFEINATED COFFEE IS ASSOCIATED WITH AN INCREASED RISK FOR EXFOLIATION GLAUCOMA OR EXFOLIATION GLAUCOMA SUSPECT. - RESULTS FROM THE LARGEST GENETIC STUDY OF GLAUCOMA, A LEADING CAUSE OF BLINDNESS AND VISION LOSS WORLDWIDE, SHOWED THAT TWO GENETIC VARIATIONS ARE ASSOCIATED WITH PRIMARY OPEN ANGLE GLAUCOMA, A COMMON FORM OF THE DISEASE. THE IDENTIFICATION OF GENES RESPONSIBLE FOR THIS DISEASE IS THE FIRST STEP TOWARD THE DEVELOPMENT OF GENE-BASED DISEASE DETECTION AND TREATMENT. RESEARCHERS INCLUDED STUDY LEAD AUTHOR JANEY WIGGS, MD, PHD, AND LOU PASQUALE, MD, FARVO. - RESEARCHERS FROM THE MASS. EYE AND EAR, BRIGHAM AND WOMEN'S HOSPITAL, AND UNIVERSITY OF MICHIGAN, ANN ARBOR, MICH., SET OUT TO FIND OUT HOW DEMOGRAPHIC AND GEOGRAPHIC RISK FACTORS ARE ASSOCIATED WITH ES. THEIR STUDY, THE "DEMOGRAPHIC AND GEOGRAPHIC FEATURES OF EXFOLIATION GLAUCOMA IN TWO UNITED STATES-BASED PROSPECTIVE COHORTS" WAS PUBLISHED IN THE JANUARY 2012 ISSUE OF OPHTHALMOLOGY. THIS STUDY CONFIRMED ESTABLISHED ASSOCIATIONS WITH AGE AND FAMILY HISTORY AND EXFOLIATION GLAUCOMA OR EXFOLIATION GLAUCOMA SUSPECT (EG/EGS), AS WELL AS PROVIDED NEW DATA ON ASSOCIATIONS WITH GENDER, EYE COLOR AND ANCESTRY. - DR. PASQUALE AND COLLEAGUES DESCRIBED OCULAR INJURY, INCLUDING GLAUCOMA, AFTER LASER PHOTOEPILATION TO REMOVE UNWANTED EYEBROW HAIR. THESE OCULAR INJURIES OCCURRED DESPITE PROTECTIVE EYEWEAR. THE AUTHORS REPORT THAT PREVENTIVE MEASURES THAT ACCOUNT FOR THE ROUNDED CONTOUR OF THE ORBITAL RIM ARE NEEDED TO PREVENT UNWANTED INTERACTION BETWEEN LASER ENERGY EMITTED FROM THE LASER PROBE AND INTRAOCULAR STRUCTURES DURING EYEBROW LASER PHOTOEPILATION. - FOR THE FIRST TIME, DR. TERESA CHEN DESCRIBED A CASE OF BILATERAL SECONDARY ANGLE CLOSURE GLAUCOMA AFTER BUPROPION (WELLBUTRIN) USE. - DR. JANEY WIGGS LED A GROUP OF RESEARCHERS TO DESCRIBE AN ASSOCIATION BETWEEN A COMMON POLYMORPHISM IN THE P53 GENE AND INITIAL PARACENTRAL VISION LOSS IN PRIMARY OPEN ANGLE GLAUCOMA. - WORK FROM THE ANGIOGENESIS LABORATORY INVESTIGATED THE PROTECTIVE ROLE OF THE TNF INHIBITOR, ETANERCEPT (ALSO KNOWN AS ENBREL, A MEDICATION USED FOR AUTOIMMUNE DISEASES SUCH AS RHEUMATOID ARTHRITIS) IN AN ANIMAL MODEL OF GLAUCOMA.
RESEARCH GRANTS   TERESA CHEN, MD RECEIVED A HARVARD CATALYST PILOT GRANT AWARD FOR HER PROJECT, "SPECTRAL DOMAIN OCT 3D." JAMES CHODOSH, MD, MPH WAS AWARDED A RESEARCH TO PREVENT BLINDNESS SENIOR SCIENTIFIC INVESTIGATOR AWARD FOR HIS PROJECT, "ADENOVIRUS EVOLUTION & EMERGENCE OF NEW OCULAR PATHOGENS." DR. CHODOSH ALSO RECEIVED A NEW RESEARCH AGREEMENT AWARD FROM JANSSEN BIOTECH, INC. FOR HIS PROJECT: INFLIXIMAB THERAPY TO IMPROVE RETENTION OF THE BOSTON KERATOPROSTHESIS. JOSEPH CIOLINO, MD RECEIVED A 4-YEAR RESEARCH TO PREVENT BLINDNESS CAREER DEVELOPMENT AWARD. KIP CONNOR, PHD, HMS ASSISTANT PROFESSOR OF OPHTHALMOLOGY RECEIVED A NEW SUPPLEMENT FOR HIS R01 GRANT, "COMPLEMENT MEDIATED NEOVASCULARIZATION IN RETINOPATHY." DR. CONNOR WAS ALSO AWARDED A JANSSEN RESEARCH & DEVELOPMENT GRANT FOR HIS PROJECT: "HUTCS IN THE RETINA. REZA DANA, MD, MPH, MSC WAS AWARDED A FOUR YEAR, $2.3 MILLION COOPERATIVE AGREEMENT AWARD WITH THE DEPARTMENT OF DEFENSE: "SAFETY AND EFFICACY OF BEVACIZUMAB IN HIGH-RISK CORNEAL TRANSPLANT SURVIVAL." MICHAEL GILMORE, PHD RECEIVED A NEW RESEARCH AWARD FROM BAUSCH & LOMB FOR HIS PROJECT, "COMPARATIVE GENOMICS OF OCULAR PATHOGENS." TATJANA JAKOBS, MD RECEIVED A RESEARCH TO PREVENT BLINDNESS DOLLY GREEN SPECIAL SCHOLAR AWARD. ANN-MARIE LOBO, MD RECEIVED A GRANT FROM ABBVIE, INC. FOR HER STUDY, "A MULTICENTER STUDY OF THE EFFICACY AND SAFETY OF THE HUMAN ANTI-TNF MONOCLONAL ANTIBODY ADALIMUMAB AS MAINTENANCE THERAPY IN SUBJECTS REQUIRING HIGH DOSE CORTICOSTEROIDS FOR INACTIVE NON-INFECTIOUS INTERMEDIATE-, POSTERIOR-, OR PAN-UVEITIS." GANG LUO, PHD RECEIVED A WILLIAM F. MILTON FUND AT HARVARD UNIVERSITY AWARD, FOR HIS WORK, "SEEING IN BLIND FIELD IN VISUALLY IMPAIRED PEOPLE." RICHARD MASLAND, PHD, RECEIVED A TWO-YEAR GRANT FROM HMS FOR HIS PROJECT, "RETINAL GANGLION CELLS." LOTFI MERABET, OD, PHD, MPH RECEIVED A NEW SUPPLEMENT TO HIS NEI R01 GRANT, "AUDIO BASED NAVIGATION IN THE BLIND" LOUIS PASQUALE, MD, FARVO RECEIVED A GIFT OF $100,000 FROM MASS. EYE AND EAR SUPPORTER, MR. PAUL MARGOLIS FOR HIS PROJECT, "THE GENETICS OF RETINAL VASCULAR DYSREGULATION IN GLAUCOMA." ROBERTO PINEDA II, MD RECEIVED A HARVARD CATALYST PILOT GRANT AWARD FOR HIS PROJECT, "EARLY DETECTION OF CORNEAL EXTASIA THROUGH IN VIVO BRILLOUIN IMAGING." DOUGLAS RHEE, MD RECEIVED A NEW STUDY AGREEMENT AWARD FROM MERCK SHARP & DOHME CORPORATION FOR THE PROJECT, "EFFECT OF OPHTHALMIC PRESERVATIVES ON TRABECULAR MESHWORK OUTFLOW FACILITY." JOSEPH RIZZO III, MD RECEIVED A RESEARCH AWARD FROM THE VA BOSTON HEALTHCARE SYSTEM, FOR HIS PROJECT: "PENETRATING ELECTRODES IN THE BOSTON RETINAL PROSTHESIS." THE NATIONAL EYE INSTITUTE HAS AWARDED RESEARCHERS AT SCHEPENS A FIVE YEAR-GRANT TOTALING MORE THAN $2.4 MILLION TO UNDERSTAND THE ORIGINS OF EYE ALLERGIES, DANIEL SABAN, PHD, MS IS THE PRINCIPAL INVESTIGATOR FOR THE PROJECT ENTITLED "CELLULAR AND MOLECULAR MECHANISMS THAT CONTRIBUTED TO OCULAR SURFACE ALLERGY." LUCY Q. SHEN RECEIVED A YOUNG CLINICIAN SCIENTIST AWARD FROM THE AMERICAN GLAUCOMA SOCIETY FOR HER PROJECT, "USING STRUCTURE-FUNCTION RELATIONSHIP TO AID THE DIAGNOSIS AND MONITORING OF GLAUCOMA." DIMITRA SKONDRA, MD, MASS. EYE AND EAR VITREORETINAL FELLOW, WAS NAMED THE 2012 ALCON CLINICAL RESEARCH SCHOLAR. THIS AWARD IS GRANTED TO A CLINICAL RESEARCH FELLOW TO SUPPORT A CERTIFIED OR BOARD ELIGIBLE SUBSPECIALTY FELLOWSHIP CANDIDATE FOR A ONE-YEAR STRUCTURED CLINICAL AND RESEARCH DEVELOPMENT PROGRAM UNDER MENTORSHIP OF A SENIOR HMS FACULTY MEMBER. LUCIA SOBRIN, MD, MPH RECEIVED AN RO1 GRANT FROM NIH FOR THE PROJECT, "MULTI-ETHNIC GWAS OF DIABETIC RETINOPATHY: ENHANCED POWER USING NEW METHODS." MASS. EYE AND EAR RESEARCH FELLOW IN OPHTHALMOLOGY, ARIEL WEINBERGER, PHD RECEIVED A F32 FELLOWSHIP AWARD GRANT FROM THE NIH FOR HER PROJECT ENTITLED, "THE EVOLUTIONARY DYNAMICS OF PLASMID UPTAKE IN PATHOGENIC BACTERIA." JANEY WIGGS, MD, PHD RECEIVED AN R01GRANT FROM THE NATIONAL EYE INSTITUTE FOR HER PROJECT ENTITLED, "THE NEIGHBORHOOD: POAG HERITABLE OVERALL OPERATIONAL DATABASE." RESEARCH TO PREVENT BLINDNESS HAS AWARDED A GRANT OF $110,000 TO THE MASS. EYE AND EAR TO SUPPORT RESEARCH INTO THE CAUSES, TREATMENT AND PREVENTION OF BLINDING DISEASES. THE RESEARCH WILL BE DIRECTED BY JOAN W. MILLER, MD, FARVO. FOR THE THIRD YEAR IN A ROW, AN APPLICATION TO SUPPORT THE ALCON RESEARCH SCHOLAR POSITION HAS BEEN APPROVED TO SUPPORT THE WORK OF A CLINICAL/TRANSLATIONAL RESEARCH FELLOW IN THE MASS. EYE AND EAR CORNEA SERVICE. THE GRANT IS ADMINISTERED BY REZA DANA, MD, MPH, MSC. MASS. EYE AND EAR CURING KIDS FUND HAS AWARDED GRANTS TO THREE MASS. EYE AND EAR OPHTHALMOLOGY FACULTY, INCLUDING: ERIC PIERCE, MD, PHD (DISEASE GENE DISCOVERY FOR LEBER CONGENITAL AMAUROSIS); DONG FENG CHEN, MD, PHD (EPIGENETIC REGULATION OF CONGENITAL RETINAL DYSTROPHY); AND BRUCE R. KSANDER, PHD (A NEW TREATMENT TO PREVENT THE DEVELOPMENT OF DRUG RESISTANT CANCER STEM CELLS IN RETINOBLASTOMA). CLINICAL TRIAL AWARDS THE DEPARTMENT'S CLINICAL RESEARCH EFFORTS CONTINUE STRONG GROWTH. BETWEEN MARCH 2012 AND OCTOBER 2012 THE DEPARTMENT EXPERIENCED A 23 PERCENT INCREASE IN CLINICAL RESEARCH STUDIES, FROM 132 TO 162. CLINICAL TRIALS (NIH DEFINITION) INCREASED AS WELL DURING THE SAME TIME PERIOD, FROM 29 TO 37. OTOLARYNGOLOGY: RESEARCH SUCCESSES: - RAMON A. FRANCO, JR., M.D., WILL LEAD A MULTI-NATIONAL RESEARCH COLLABORATION TO STUDY THROAT LESIONS THAT CAN LEAD TO CANCER. WORKING IN CONJUNCTION WITH SEVERAL EUROPEAN NATIONS, THE RESEARCH WILL USE THE DNA, RNA AND PROTEIN CHANGES SEEN IN A PATIENT'S BIOPSY SAMPLE AND DEVELOP A DATABASE OF INFORMATION THAT COULD HELP TO PROVIDE MORE INDIVIDUALIZED CARE. THIS PROJECT IS FUNDED BY A GRANT FROM MASSACHUSETTS LIFE SCIENCES CENTER. - IN COLLABORATION WITH SEOK-HYUN YUN, PH.D., FROM THE WELLMAN CENTER FOR PHOTOMEDICINE AT MASSACHUSETTS GENERAL HOSPITAL, JEFFREY TAO CHENG, PH.D., IS DEVELOPING A PROBE THAT CAN BE APPLIED TO OPTICAL COHERENCE TOMOGRAPHY (OCT) FOR A REVOLUTIONARY NONINVASIVE DIAGNOSTIC TOOL FOR MIDDLE EAR DISEASE. - A FEW YEARS AGO, SHARON G. KUJAWA, PH.D. AND M. CHARLES LIBERMAN, PH.D. DISCOVERED THAT OVEREXPOSURE TO MODERATE LEVELS OF NOISE CAN CAUSE DEGENERATION OF COCHLEAR NERVE FIBERS, EVEN IF THE HEARING THRESHOLDS (AND COCHLEAR HAIR CELLS) COMPLETELY RECOVER. THIS YEAR, DRS. KUJAWA AND LIBERMAN, ALONG WITH GRADUATE STUDENT ADAM FURMAN, SHOWED THAT THIS DEGENERATION IS SELECTIVE FOR THE HIGH-THRESHOLD NEURONS THAT NORMALLY HELP US HEAR IN A NOISY ENVIRONMENT. WE THINK THIS HELPS EXPLAIN WHY HEARING-IN-NOISE ABILITY DETERIORATES IN THE AGING EAR. - THE LYNCH CENTER FOR LASER AND RECONSTRUCTIVE SURGERY HAS RECRUITED A RESEARCH FELLOW TO INVESTIGATE THE GENETIC ORIGIN OF VASCULAR MALFORMATION. - JAMES W. ROCCO, M.D., PH.D., HAS BEGUN RECRUITING PARTICIPANTS TO HIS NIH-FUNDED STUDY OF BIOMARKERS FOR PREDICTING OUTCOME IN OROPHARYNGEAL CANCER. WITH EDMUND MROZ, PH.D., HE HAS DEVELOPED A WAY TO USE DNA SEQUENCING OF TUMORS TO MEASURE DIFFERENCES AMONG CANCER CELLS WITHIN INDIVIDUAL TUMORS. THEIR WORK INDICATES THAT SUCH "INTRA-TUMOR HETEROGENEITY" CONTRIBUTES TO POOR OUTCOMES IN HEAD AND NECK CANCER. - KONSTANTINA STANKOVIC, M.D., PH.D., IN COLLABORATION WITH ANANTHA P. CHANDRAKASAN, PH.D. FROM THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY, WAS THE FIRST TO HAVE EXTRACTED ENERGY FROM THE BIOLOGIC BATTERY IN THE INNER EAR TO POWER ELECTRONICS WITHOUT DAMAGING HEARING. THIS SETS THE STAGE FOR FUTURE AUTONOMOUS SENSING OF KEY MOLECULES IN THE INNER EAR AND ITS VICINITY TO ESTABLISH DIAGNOSIS AND GUIDE THERAPY. - KONSTANTINA STANKOVIC, M.D., PH.D., IN COLLABORATION WITH ECOLE POLYTECHNIQUE FEDERAL DE LAUSSSANE (EPFL) IN SWITZERLAND, WAS THE FIRST TO HAVE IMAGED CELLS INSIDE THE INNER EAR WITH HIGH RESOLUTION AND WITHOUT CONTRAST DYES USING TWO-PHOTON MICROSCOPY THROUGH THE ROUND WINDOW. THIS SETS THE STAGE FOR ULTIMATE COCHLEAR ENDOSCOPY IN HUMANS TO ESTABLISH CELLULAR DIAGNOSIS.
NEW RESEARCH GRANTS:   - BERTRAND DELGUTTE, PH.D., WAS AWARDED A CURING KIDS FUND GRANT FROM MASSACHUSETTS EYE AND EAR INFIRMARY TO STUDY "RESTORING BINAURAL HEARING WITH COCHLEAR IMPLANTS IN EARLY-ONSET DEAFNESS," WHICH WILL STUDY WAYS THAT PERCEPTUAL TRAINING CAN HELP THE BRAIN TO LOCATE SOUNDS IN SUBJECTS WITH EARLY-ONSET DEAFNESS. RESULTS WILL EVENTUALLY LEAD TO NEW SOUND PROCESSORS AND REHABILITATION STRATEGIES FOR PEOPLE WITH BILATERAL COCHLEAR IMPLANTS. - FUXIN SHI, PH.D., WAS AWARDED A CURING KIDS FUND GRANT FROM MASSACHUSETTS EYE AND EAR INFIRMARY TO STUDY "EXPLOITING THE WNT SIGNALING PATHWAY FOR CURING DEAFNESS IN CHILDREN," WHICH WILL TEST THE FEASIBILITY OF CURING DEAFNESS IN CHILDREN VIA REGENERATION OF FUNCTIONING HAIR CELLS. - BENJAMIN S. BLEIER, M.D., RECEIVED TWO GRANT AWARDS THIS YEAR, ONE FROM THE AMERICAN RHINOLOGIC SOCIETY TO FUND HIS PROJECT TITLED "MDR1/P-GP OVEREXPRESSION AND NEGATIVE FEEDBACK INSENSIVITY IN CRSWNP," AND ANOTHER FROM THE MICHAEL J. FOX FOUNDATION FOR HIS PROJECT TITLED "NON-INVASIVE STRIATAL DELIVERY OF GLIAL DERIVED NEUROPATHIC FACTOR (GDNF)." - RAMON A. FRANCO, JR., M.D., RECEIVED A GRANT AWARD FROM THE MASSACHUSETTS LIFE SCIENCES CENTER FOR HIS PROJECT TITLED "BIOMOLECULAR ANALYSIS OF LARYNGEAL DYSPLASIA." - DANIEL J. LEE, M.D., F.A.C.S. AND ALBERT EDGE, PH.D., WERE AWARDED AN R21 AWARD FROM THE NATIONAL INSTITUTE ON DEAFNESS AND OTHER COMMUNICATION DISORDERS FOR HIS PROJECT TITLED "DELIVERY OF CHANNEL RHODOSPIN FOR OPTOGENETIC CONTROL OF NEURONS IN THE COCHLEA." THE MAJOR GOAL OF THIS GRANT IS TO OPTIMIZE THE EXPRESSION OF CHR2 IN THE AUDITORY PERIPHERY USING BOTH DIRECT TRANSFECTION AND STEM-CELL MEDIATED APPROACHES. BOTH ANATOMIC STUDIES AND PHYSIOLOGIC CHARACTERIZATION OF LIGHT-ACTIVATED RESPONSES WILL BE PERFORMED. - RICHARD F. LEWIS, M.D., WAS AWARDED AN R01 GRANT FROM THE NATIONAL INSTITUTE ON DEAFNESS AND OTHER COMMUNICATION DISORDERS FOR HIS PROJECT TITLED "VESTIBULAR MIGRAINE INVESTIGATED WITH PSYCHOPHYSICAL AND OCULOMOTOR TESTS." - FELIPE SANTOS, M.D., WAS AWARDED A GRANT FROM THE AMERICAN OTOLOGICAL SOCIETY, FOR HIS STUDY: "EPIGENETIC REGULATION OF HAIR CELL REGENERATION IN ZEBRAFISH." - JEFFREY TAO CHENG, PH.D., WAS AWARDED A HARVARD CATALYST PILOT GRANT FOR HIS PROJECT, "OCT FOR MIDDLE EAR DISEASE." - RUTH ANNE EATOCK, PH.D., RECEIVED AN R01 GRANT FROM NATIONAL INSTITUTE ON DEAFNESS AND OTHER COMMUNICATION DISORDERS FOR HER PROJECT TITLED " SYNAPTIC PROCESSING IN THE VESTIBULAR SYSTEM." - BARBARA HERRMANN, PH.D., CCC-A, BEGAN A NEW CLINICAL STUDY OF INFANT EVOKED RESPONSES TO NEW STIMULI, FUNDED BY NATUS MEDICAL, INC. - M. CHARLES LIBERMAN, PH.D., AND SHARON G. KUJAWA, PH.D., WERE AWARDED A NEW 5-YEAR R01 GRANT FROM THE NIDCD TO CONTINUE THEIR STUDY OF THE ROLE OF NOISE- INDUCED COCHLEAR NEURONAL DEGENERATION IN THE DETERIORATION OF HEARING-IN-NOISE ABILITIES AND IN THE GENERATION OF TINNITUS. DR. LIBERMAN WAS ALSO AWARDED A NEW 2-YEAR R21 FROM THE NIDCD TO STUDY THE IDEA THAT NEONATAL THIAMINE DEFICIENCY CAUSES A SPECIAL TYPE OF SENSORINEURAL HEARING LOSS CALLED AUDITORY NEUROPATHY. - JENNIFER R. MELCHER, PH.D., WAS AWARDED A GRANT FROM THE TINNITUS RESEARCH CONSORTIUM TO FUND HER PROJECT: "TINNITUS, AUDITORY BRAINSTEM RESPONSE, AND CEREBRAL CORTICAL STRUCTURE." DR. MELCHER WAS ALSO AWARDED AN R21 GRANT THIS YEAR FOR HER PROJECT TITLED "SENSORIMOTOR GATING IN HUMANS WITH TINNITUS AND HYPERACUSIS." - DANIEL M. MERFELD, PH.D., M.S.E., WAS AWARDED A GRANT FROM THE NIH-NIDCD FOR HIS PROJECT TITLED, "INNOVATIVE METHODOLOGIES FOR MEASURING BEHAVIORAL VESTIBULAR THRESHOLDS." - JOHN ROSOWSKI, PH.D., WAS AWARDED AN R01 GRANT FROM NIH-NIDCD TITLED "MIDDLE-EAR MECHANICS IN NORMAL AND PATHOLOGICAL EARS. RADIOLOGY: RESEARCH SUCCESSES: - MARY BETH CUNNANE, MD, SERVED AS CLINICAL INVESTIGATOR, "ROLE OF NON-EPI DIFFUSION WEIGHTED IMAGING IN EVALUATION OF CHOLESTEATOMA", IN CONJUNCTION WITH PHILLIPS MRI SCIENTISTS, 2012. ANESTHESIOLOGY: RESEARCH SUCCESSES: - NEW CLINICAL TRIAL
PART III - PROGRAM SERVICE, LINE 4B   EDUCATION OVERALL (SUMMARY FROM PRINTED ANNUAL REPORT TEXT): CLINICAL CARE AND RESEARCH ARE ONLY TWO PARTS OF OUR MISSION. WE ALSO TEACH TOMORROW'S LEADERS. MASS. EYE AND EAR CONTINUED ITS ROBUST RESIDENCY AND FELLOWSHIP PROGRAMS. WE HELD SUCCESSFUL MEETINGS TOO NUMEROUS TO LIST. AS A DEPARTURE FROM THE TRADITIONAL MODE OF TEACHING, THE MASS. EYE AND EAR CATARACT MASTER, A NEW AND HIGHLY INNOVATIVE, COMPUTER-BASED SIMULATION TOOL DESIGNED TO TEACH RESIDENTS PHACOEMULSIFICATION CATARACT SURGERY, WAS LAUNCHED IN THE SPRING AND IS NOW AVAILABLE TO OPHTHALMOLOGY RESIDENCY PROGRAMS AND THE OPHTHALMOLOGY COMMUNITY WORLDWIDE. NEARLY A DECADE IN THE MAKING, THE CATARACT MASTER WAS CO-DEVELOPED BY HARVARD MEDICAL SCHOOL RESIDENCY TRAINING PROGRAM DIRECTOR, DR. JOHN I. LOEWENSTEIN, DR. BONNIE AN HENDERSON, ADAM NEAMAN, PH.D., AND COLLEAGUES. MASS. EYE AND EAR LICENSED THE ENGLISH VERSION OF THE PROGRAM TO THE AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGEONS FOR WORLDWIDE DISTRIBUTION OVER THE INTERNET. WE WELCOMED THREE NEW FACULTY PROFESSORS. RUTH ANNE EATOCK, PH.D., DR. CHRISTOPHER HARTNICK AND DANIEL MERFELD, PH.D., WERE ALL NAMED PROFESSOR OF OTOLARYNGOLOGY AT HARVARD MEDICAL SCHOOL. IN ADDITION, WE ANNOUNCED TWO NEW ENDOWED PROFESSORSHIPS: - MASS. EYE AND EAR ENDOWED THE HARVARD MEDICAL SCHOOL LEFFENFIELD CHAIR OTOLOGY AND LARYNGOLOGY AND APPOINTED DR. RICHARD GLIKLICH AS THE FIRST INCUMBENT. UPON HIS RETIREMENT, THE CHAIR WILL BECOME THE LAURIE AND RICH GLIKLICH PROFESSORSHIP. - MASS. EYE AND EAR ALSO ESTABLISHED THE STEVEN C. AND CARMELLA R. KLETJIAN ENDOWED CHAIR OF GLOBAL SURGERY AND THE OFFICE OF GLOBAL SURGERY. DR. MACK CHENEY WAS APPOINTED DIRECTOR AND FIRST INCUMBENT OF THIS CHAIR. OPHTHALMOLOGY: MASS. EYE AND EAR CATARACT MASTER - THE MASS. EYE AND EAR CATARACT MASTER, A NEW AND HIGHLY INNOVATIVE, COMPUTER-BASED SIMULATION TOOL DESIGNED TO TEACH RESIDENTS PHACOEMULSIFICATION CATARACT SURGERY, WAS LAUNCHED IN THE SPRING AND IS NOW AVAILABLE TO OPHTHALMOLOGY RESIDENCY PROGRAMS AND THE OPHTHALMOLOGY COMMUNITY WORLDWIDE. NEARLY A DECADE IN THE MAKING, THE CATARACT MASTER WAS CO-DEVELOPED BY HARVARD MEDICAL SCHOOL RESIDENCY TRAINING PROGRAM DIRECTOR, JOHN I. LOEWENSTEIN, MD, BONNIE AN HENDERSON, MD, FACS, ADAM NEAMAN, PHD, AND SEVERAL OF THEIR COLLEAGUES. THE CATARACT MASTER RECEIVED AN ENTHUSIASTIC RECEPTION DURING ITS OFFICIAL DEBUT AT THE AMERICAN SOCIETY OF CATARACT AND REFRACTIVE SURGERY (ASCRS) ANNUAL MEETING IN APRIL 2012. MASS. EYE AND EAR HAS LICENSED THE ENGLISH VERSION OF THE PROGRAM TO ASCRS FOR WORLDWIDE DISTRIBUTION OVER THE INTERNET. - SIMMONS LECTURESHIP WAS ESTABLISHED. THE LECTURESHIP GIVES FIRST PREFERENCE FOR GLAUCOMA OR GLAUCOMA-RELATED TOPICS. THE FIRST LECTURE WAS DELIVERED BY JOEL S. SCHUMAN, MD, FACS, PROFESSOR AND CHAIRMAN OF OPHTHALMOLOGY, AND PROFESSOR OF BIOENGINEERING AT THE UNIVERSITY OF PITTSBURGH SCHOOL OF MEDICINE. DR. SCHUMAN IS A HIGHLY REGARDED CLINICIAN AND GLAUCOMA SPECIALIST. - THE 2ND INTERNATIONAL BIENNIAL SYMPOSIUM ON AMD (SEPTEMBER 21-22, 2012) LED BY COMMITTEE CO-CHAIRS: PATRICA A. D'AMORE, PHD, MBA; IVANA K. KIM, MD; AND JOAN W. MILLER, MD, FARVO FOLLOWED THE HIGHLY SUCCESSFUL PRECEDENT SET BY THE INAUGURAL 2010 SYMPOSIUM. A DIVERSE AND DISTINGUISHED GROUP OF CLINICIANS AND RESEARCHERS FROM AROUND THE WORLD ENGAGED IN STIMULATING AND OPEN-ENDED PANEL DISCUSSIONS ON A WIDE ARRAY OF AMD TOPICS THAT INCLUDED: RPE/BRUCH'S MEMBRANE/CHORIOCAPILLARIS, INFLAMMATION, LIPIDS/CARDIOVASCULAR DISEASE, IMAGING, ANGIOGENESIS BEYOND VEGF, NEUROPROTECTION/REGENERATION, DRUG DELIVERY, AND NEURODEGENERATIVE DISEASES. THE INTERACTIVE FORMAT AND LIVELY DISCUSSION AND DEBATE DREW KUDOS FROM THE.200+ CLINICIANS, RESEARCHERS, AND TRAINEES IN ATTENDANCE. - THE 27TH CORNEA BIENNIAL CONFERENCE (SEPTEMBER 30-OCTOBER 1, 2011), CO-HOSTED BY SCHEPENS EYE RESEARCH INSTITUTE AND THE MASS. EYE AND EAR, WITH SUPPORT FROM BOSTON UNIVERSITY SCHOOL OF MEDICINE, AND TUFTS UNIVERSITY CENTER FOR VISION RESEARCH FEATURED 29 DISTINGUISHED NATIONAL AND INTERNATIONAL SPEAKERS, AND RAISED OVER $100,000 FOR EYE RESEARCH. - IN MARCH 2012, ROBERT PINEDA II, MD AND SHERLEEN CHEN, MD, TRAVELED TO SHANGHAI, CHINA TO CONDUCT A COURSE IN ADVANCED SKILLS TO PHACOEMULSIFICATION CATARACT SURGEONS. THE "CHINA ALCON ADVANCED CATARACT COURSE," THE FIRST OF ITS KIND IN SHANGHAI, WAS UNDERTAKEN AS PART OF THE DEPARTMENT'S EDUCATIONAL PARTNERSHIP WITH SHANGHAI EYE AND ENT HOSPITAL. - FOR THE THIRD YEAR IN A ROW, WE HELD ANOTHER HIGHLY SUCCESSFUL MASS. EYE AND EAR INTENSIVE VITREORETINAL COURSE (JULY 20-21, 2012), A UNIQUE AND COMPREHENSIVE WORKSHOP COVERING THE THEORY AND PRACTICE OF VITREORETINAL SURGERY. FREE OF CHARGE TO PARTICIPANTS, THE COURSE IS DESIGNED EXCLUSIVELY FOR FIRST-YEAR VITREORETINAL FELLOWS TO PREPARE THEM FOR THE OR EXPERIENCE OF THE CLINICAL FELLOWSHIP. THIS EVENT CONTINUES TO DRAW A DISTINGUISHED CADRE OF EMINENT FACULTY FROM VARIOUS INSTITUTIONS WORLDWIDE. COURSE DIRECTORS ARE JOHN LOEWENSTEIN, MD, DEAN ELIOTT, MD, AND DEMETRIOS VAVVAS, MD, PHD. - THE 5TH MILITARY VISION SYMPOSIUM ON OCULAR & VISION INJURY HELD SEPTEMBER 18-20, 2012 FOCUSED ON MILITARY AND CIVILIAN OCULAR RESEARCH. THE SYMPOSIUM COVERED THE TOPICS OF COMBAT OCULAR READINESS, BLAST INJURY/BLAST EYE, OCULAR PAIN, INFLAMMATION AND INFECTION, TELEHEALTH, TELEPRESENCE & INFORMATICS, REGENERATIVE MEDICINE, AND VISION FUNDING. - DIGITAL JOURNAL OF OPHTHALMOLOGY WILL NOW BE INCLUDED IN PUBMED CENTRAL AND INDEXED IN THE NATIONAL LIBRARY OF MEDICINE'S MEDLINE DATABASE, WHICH SHOULD SIGNIFICANTLY INCREASE ITS PROFILE.
OTOLARYNGOLOGY:   EDUCATIONAL HIGHLIGHTS: - UPCOMING CME COURSES - "UPDATE ON TRACHEO-ESOPHAGEAL VOICE RESTORATION AND LARYNGECTOMY CARE," DIRECTED BY DANIEL G. DESCHLER, M.D., F.A.C.S., AND GLENN BUNTING, M.S. - MARCH 15-16, 2013, MASSACHUSETTS EYE AND EAR INFIRMARY. - "LARYNGOLOGY DISORDERS UPDATE," DIRECTED BY RAMON A. FRANCO, JR., M.D., AND PHILLIP SONG, M.D. - MAY 9-10, 2013, MASSACHUSETTS EYE AND EAR INFIRMARY. - PLANNED OTOLOGY COURSE - JUNE 7-8, 2013, MASSACHUSETTS EYE AND EAR INFIRMARY - "12TH INTERNATIONAL FACIAL NERVE SYMPOSIUM," DIRECTED BY TESSA A. HADLOCK, M.D., MACK L. CHENEY, M.D., AND MICHAEL J. MCKENNA, M.D. - JUNE 28-JULY 2, 2013, LIBERTY HOTEL. - THE DEPARTMENT IS CURRENTLY AT WORK IN CONSTRUCTING AN ENT SURGICAL TRAINING LABORATORY AT MASSACHUSETTS EYE AND EAR INFIRMARY THAT IS SET TO OPEN IN JANUARY 2013. THE ENT SURGICAL TRAINING LABORATORY WILL ADVANCE INSTRUCTION CAPABILITIES IN NEARLY EVERY SUB-SPECIALTY OF OTOLARYNGOLOGY, INCLUDING: SKULL BASE SURGERY, GENERAL OTOLARYNGOLOGY, HEAD AND NECK SURGERY, LASER SURGERY, OTOLOGY AND NEUROTOLOGY, FACIAL PLASTIC AND RECONSTRUCTIVE SURGERY, SINUS SURGERY, LARYNGOLOGY, AND PEDIATRIC OTOLARYNGOLOGY. RESIDENTS AND FELLOWS, AS WELL AS EXPERIENCES SURGEONS PREPARING FOR COMPLEX CASES, WILL BENEFIT FROM THE LABORATORY AS A RESOURCE. - NICOLAS Y. BUSABA, M.D., F.A.C.S., LEADS A TEACHING INITIATIVE WITH THE MINISTRY OF HEALTH IN KUWAIT FOR A FIVE-YEAR COLLABORATION WITH THE DEPARTMENT OF OTOLARYNGOLOGY AT THE MASSACHUSETTS EYE AND EAR INFIRMARY. - GREGORY W. RANDOLPH, M.D., F.A.C.S., COMPLETED A SECOND EDITION OF SURGERY OF THE THYROID AND PARATHYROID GLANDS, PUBLISHED BY SAUNDERS/ELSEVIER. THE TEXT WAS NAMED SAUNDERS/ELSEVIER BEST-SELLING BOOK AT THE ANNUAL AAO MEETING IN WASHINGTON, D.C. RADIOLOGY: EDUCATIONAL HIGHLIGHTS: - GUL MOONIS, MD, MARY BETH CUNNANE, MD, AND HUGH D. CURTIN, MD, PUBLISHED AN ARTICLE ENTITLED "PATTERNS OF PERINEURAL TUMOR SPREAD IN HEAD AND NECK CANCER". MAGN RESON IMAGING CLIN N AM. 2012 AUG;20(3):435-6 - MARY BETH CUNNANE, MD, ET AL PUBLISHED AN ARTICLE ENTITLED "CASE RECORDS OF THE MASSACHUSETT GENERAL HOSPITAL, CASE 29-2012-A 49 YEAR-OLD MAN WITH PAIN AND CRANIAL-NERVE PALSIES AFTER TREATMENT OF ORAL CANCER". N ENGL J MED. 2012 SEP 20;367(12):1136-47. - MARY BETH CUNNANE, MD, AND AMY JULIANO, MD, PUBLISHED AN ARTICLE ENTITLED "BENIGN CONDITIONS OF THE THYROID GLAND". SEMIN ULTRASOUND CT MR. 2012 APR;33(2):130-7. - MARY BETH CUNNANE, MD, ET AL PUBLISHED AN ARTICLE ENTITLED "COLOR DOPPLER ULTRASOUND: EFFECTIVE MONITORING OF THE BURIED FREE FLAP IN FACIAL REANIMATION". OTOLARYNGOL HEAD NECK SURG. 2012 MAR;146(3):372-6. - GUL MOONIS, MD, ET AL PUBLISHED AN ARTICLE ENTITLED "SUPERIOR SEMICIRCULAR CANAL DEHISCENCE IN EAST ASIAN WOMEN WITH OSTEOPOROSIS". BMC EAR NOSE THROAT DISORD. 2012 JUL 25;12(1):8. - GUL MOONIS, MD, ET AL PUBLISHED AN ARTICLE ENTITLED "MULTIMODALITY IMAGING OF HYDROGEL SCLERAL BUCKLES". RETINA. 2012 SEP;32(8):1449-52. - LAURA ROMO, MD, ET AL PUBLISHED AN ARTICLE ENTITLED "TAMPON USE IN ADOLESCENCE: DIFFERENCES AMONG EUROPEAN AMERICAN, AFRICAN AMERICAN AND LATINA WOMEN IN PRACTICES, CONCERNS AND BARRIERS". J PEDIATR ADOLESC GYNECOL. 2012 OCT;25(5):328-33. - PAUL CARUSO, MD, ET AL PUBLISHED AN ARTICLE ENTITLED "RISK OF SECOND CANCERS AFTER PHOTON AND PROTON RADIOTHERAPY: A REVIEW OF THE DATA". HEALTH PHYS. 2012 NOV;103(5):577-85. - PAUL CARUSO, MD, ET AL PUBLISHED AN ARTICLE ENTITLED "HYPOPERFUSION PREDICTS LESION PROGRESSION IN CEREBRAL X-LINKED ADRENOLEUKODYSTROPHY". BRAIN. 2012 SEP;135(PT9):2676-83. - HUGH D. CURTIN, MD, MARY BETH CUNNANE, MD, AND AMY JULIANO, MD, PRESENTED MULTIPLE LECTURES AT MRI & CT COURSES THAT WERE HELD WITHIN THE YEAR. ANESTHESIOLOGY: PUBLICATIONS, LECTURES, COURSES - JOSEPH BAYES, MD ANESTHESIOLOGY 2ND EDITION 2012 ED. LONGNECKER DE ET AL. "ANESTHESIA FOR OPHTHALMIC SURGERY" BAYES J, BASTA S. PP 1206-1225. - BIL RAGAN, MD ANESTHESIOLOGY 2ND EDITION 2012 ED. LONGNECKER DE ET AL. "ANESTHESIA FOR OTORHINOLARYNGOLOGIC (ENT) SURGERY" RAGAN B. PP 1226-1247.
PART III - PROGRAM SERVICE, LINE 4C   PATIENT CARE OVERALL (FROM THE PRINTED ANNUAL REPORT TEXT): CHANGING LIVES IS WHAT MASS. EYE AND EAR IS ALL ABOUT. OUR DOCTORS, NURSES, AND OTHER CAREGIVERS STRIVE DAILY TO PROVIDE SOLUTIONS FOR COMPLEX MEDICAL ISSUES THAT AFFECT PATIENTS. THE NEW MASS. EYE AND EAR, LONGWOOD, A 90,000 SQUARE FOOT OUTPATIENT AND AMBULATORY SURGICAL CENTER, IS NOW OPEN AT 800 HUNTINGTON AVENUE, BOSTON. BUILT FROM THE GROUND UP IN JUST 12 MONTHS, THIS CENTER ACTUALLY REPRESENTS SEVERAL YEARS OF INTENSE PLANNING. IT IS HOME TO FOUR OPERATING ROOMS AND A STATE-OF-THE-ART SURGICAL CENTER FOR EYE AND ENT PATIENTS, WHICH IS STAFFED BY AN OUTSTANDING MASS. EYE AND EAR ANESTHESIA AND NURSING TEAM. MASS. EYE AND EAR, LONGWOOD IS ALSO HOME TO AN EXPANDED DEPARTMENT OF OPHTHALMOLOGY, WHOSE PHYSICIANS COMPRISE THE EYE SERVICE FOR BRIGHAM AND WOMEN'S HOSPITAL. EYE SERVICES, LOCATED ON THE CENTER'S THIRD FLOOR, INCLUDE ROUTINE CARE, AS WELL AS COMPREHENSIVE EVALUATION AND TREATMENT OF COMPLEX AND SYSTEMIC DISORDERS SUCH AS CATARACTS, DIABETIC RETINOPATHY, GLAUCOMA, MACULAR DEGENERATION, RETINAL DETACHMENT, AND OPHTHALMIC PLASTIC SURGERY. ADDITIONALLY, THE CENTER OFFERS REFRACTIVE SURGERY EVALUATIONS, OPTOMETRY AND CONTACT LENS CARE AND A FULL-SERVICE OPTICAL SHOP. ADDITIONALLY, THE THIRD FLOOR WILL SERVE AS ONE OF TWO HOMES FOR THE MASS. EYE AND EAR COLLABORATION WITH JOSLIN DIABETES CENTER/BEETHAM EYE INSTITUTE. AS PART OF AN INTEGRATED APPROACH, MASS. EYE AND EAR AND JOSLIN HAVE COMBINED FORCES TO TREAT DIABETIC PATIENTS WITH EYE DISEASE. TOGETHER, THEY SEE PATIENTS AT 800 HUNTINGTON AND AT THE BEETHAM EYE CLINIC, 1 JOSLIN PLACE. MASS. EYE AND EAR, LONGWOOD HAS A FULL-SERVICE PARKING GARAGE, ACCESSIBLE FROM FRAWLEY STREET WITH SELF-PARKING AND VALET PARKING AVAILABLE. THE NEW CENTER IS ALSO EASY TO REACH BY GREEN LINE OR BUS, AND IS JUST A FIVE MINUTE WALK FROM BRIGHAM AND WOMEN'S HOSPITAL. THE NEW CENTER IN LONGWOOD IS JUST ONE PART OF A BROADER STRATEGY TO MAKE MASS. EYE AND EAR CARE MORE ACCESSIBLE AND CONVENIENT TO PATIENTS. IN FIVE YEARS, THE NUMBER OF LOCATIONS FOR MASS. EYE AND EAR EYE AND ENT SERVICES HAS GROWN FROM FOUR TO 13! ADDITIONS INCLUDE A BRAND NEW CLINICAL CARE SITE IN CONCORD, WHERE WE HAVE WELCOMED DR. MICHAEL FATTAL TO THE ENT STAFF. ALSO LAST YEAR, WE OPENED A ROBUST RETINA PRACTICE ON WOODLAND ROAD IN STONEHAM; AND MASS. EYE AND EAR SOUTH, WITH MULTIPLE LOCATIONS IN QUINCY, WEYMOUTH, DUXBURY AND EAST BRIDGEWATER CONTINUES TO THRIVE. ON OUR MAIN CAMPUS, WE HAVE COMPLETED SEVERAL RENOVATIONS TO CLINICAL SPACE, AS PART OF AN ONGOING EFFORT TO BETTER SERVE PATIENTS. SOME OF THESE IMPROVEMENTS INCLUDE THE EYE CLINICS ON THE 1ST FLOOR; A NEW SINUS CENTER ON THE 9TH FLOOR; AND A NEW NEURO-OPHTHALMOLOGY SUITE ON THE 9TH FLOOR. SEVERAL RESEARCH LABS, BOTH IN THE MAIN BUILDING AND AT SCHEPENS EYE RESEARCH INSTITUTE, HAVE ALSO UNDERGONE EXTENSIVE RENOVATION. - MASSACHUSETTS EYE AND EAR INFIRMARY CONTINUES ITS COMMITMENT TO DELIVERING EXCELLENCE IN CLINICAL CARE, RESEARCH AND TEACHING WITH THE UNIFIED GOAL OF ADVANCING THE CARE WE PROVIDE TO OUR PATIENTS. - ONCE AGAIN, MASS. EYE AND EAR RANKS AS A TOP SPECIALTY HOSPITAL NATIONWIDE, ACCORDING TO THE 2012-2013 U.S. NEWS & WORLD REPORT "BEST HOSPITALS" SURVEY. MASS. EYE AND EAR OPHTHALMOLOGY IS LISTED #4 NATIONALLY. MASS. EYE AND EAR OTOLARYNGOLOGY RANKED #3 IN THE NATION. BOTH ASSISTED MGH IN ATTAINING THE #1 SPOT IN THE NATION. - HIGHEST QUALITY CARE AS OUR LOCATIONS INCREASED THIS YEAR, SO GREW OUR MEDICAL STAFF. WE ADDED A CADRE OF HOSPITAL-BASED PHYSICIANS TO MEET THE DEMAND OF INCREASED VOLUME IN BOTH THE OPERATING ROOMS AND THE CLINICS. - MASS. EYE AND EAR WELCOMED TERESA BEAN, M.D., ANESTHESIOLOGY; MARK BERNARDO, O.D., LONGWOOD, OPTOMETRY; KATHRIN BOURDEAU, M.D., ANESTHESIOLOGY; JASON COMANDER, M.D., PH.D., RETINA/ERG SERVICE; JAYME DOWDALL, M.D., LARYNGOLOGY; DANIEL ESMAILI, M.D., RETINA SERVICE; MICHAEL FATTAL, M.D., CONCORD, OTOLARYNGOLOGY; AMIR GHOLAMI, M.D., ANESTHESIOLOGY; HILARY KELLY, M.D., RADIOLOGY; DANIEL LEFEBVRE, M.D., OPHTHALMIC PLASTIC/RECONSTRUCTIVE; MONICA LEE, M.D., WEYMOUTH-DUXBURY OTOLARYNGOLOGY; ROBIN LINDSAY, M.D., FACIAL PLASTIC/RECONSTRUCTIVE SURGERY; ZHONGHUI KATIE LUO, M.D., PH.D., COMPREHENSIVE OPHTHALMOLOGY; BENJAMIN MIZELL, M.D., ANESTHESIOLOGY; ALICIA QUESNEL, M.D., OTOLARYNGOLOGY; NITA SAHANI, M.D., ANESTHESIOLOGY; AND DAVID WU, M.D., PH.D., RETINA. - ALL OF MASS. EYE AND EAR'S MEDICAL PROFESSIONALS, WHETHER NEW TO THE STAFF OR WELL-SEASONED, ARE DEDICATED TO PROVIDING PATIENTS WITH THE BEST OUTCOMES AND THE MOST COMPASSIONATE CARE. TO MEASURE THEIR SUCCESS, MASS. EYE AND EAR PUBLISHED ITS SECOND OUTCOMES BOOK FOR OPHTHALMOLOGY AND OTOLARYNGOLOGY. WE CONTINUED OUR SUCCESSFUL SCHWARTZ CENTER COMPASSIONATE CARE ROUNDS WITH STANDING-ROOM-ONLY PARTICIPATION FROM DOCTORS, NURSES, SOCIAL WORKERS AND ADMINISTRATIVE STAFF. THESE EFFORTS HAVE PAID OFF. ONCE AGAIN MASS. EYE AND EAR WAS RECOGNIZED FOR ITS CLINICAL EXCELLENCE IN U.S. NEWS & WORLD REPORT'S "BEST HOSPITALS" SURVEY (THIRD IN OTOLARYNGOLOGY AND FOURTH IN OPHTHALMOLOGY). OPHTHALMOLOGY: NEW SERVICES OPENED: MASS. EYE AND EAR, LONGWOOD - THE NEW MASS. EYE AND EAR MULTI-SPECIALTY AMBULATORY CARE CENTER AT 800 HUNTINGTON AVE OFFICIALLY OPENED OCTOBER 31, 2012. THE LOCATION WILL PROVIDE THE LONGWOOD/MISSION HILL NEIGHBORHOODS GREATER ACCESS TO MASS. EYE AND EAR'S WORLD-CLASS PHYSICIANS AND SURGEONS, AND OUTPATIENT SERVICES. THE FACILITY IS EXPECTED TO BEGIN ACCEPTING PATIENTS IN NOVEMBER. COMPREHENSIVE AND SUBSPECIALTY SERVICES IN RETINA, CORNEA, GLAUCOMA, EYE PLASTICS AND UVEITIS WILL BE AVAILABLE, AND THE SITE WILL BE FULLY EQUIPPED FOR SURGERY, PROCEDURES, IMAGING AND DIAGNOSTICS. MASS. EYE AND EAR WILL CONTINUE TO PROVIDE INPATIENT AND EMERGENCY EYE TRAUMA CARE AT AFFILIATED HOSPITALS. PARTICIPATING MASS. EYE AND EAR FACULTY INCLUDE: CAROLYN KLOEK (MEDICAL DIRECTOR), MD, JOHN LOEWENSTEIN, MD, SHEILA BORBOLI-GEROGIANNIS, MD, FACS, DANIEL LEFEBVRE, MD, ANN-MARIE LOBO, MD, ZHONGHUI KATIE LUO, MD, PHD, DAVID WU, MD, PHD, LUCY SHEN, MD, AND MARK BERNARDO, OD. SEVERAL OPEN HOUSES WILL BE HELD OVER THE NEXT FEW MONTHS TO INTRODUCE THE FACILITY AND STAFF TO THE NEIGHBORING HOSPITAL AND REFERRAL COMMUNITY.
MASS. EYE AND EAR RETINA CONSULTANTS, STONEHAM   - IN JANUARY, MASS. EYE AND EAR ACQUIRED A LARGE RETINA PRACTICE AT 3 WOODLAND ROAD IN STONEHAM WHERE IT OPENED A NEW SATELLITE OFFICE, RETINA CONSULTANTS. THE NEW PRACTICE OFFERS SUBSPECIALTY MEDICAL AND SURGICAL CARE FOR MACULAR DEGENERATION, DIABETIC EYE AND ALL CONDITIONS ASSOCIATED WITH THE RETINA. THE NEW PRACTICE EXPANDS THE DEPARTMENT'S REACH IN A SUBURBAN AREA AND MAKES RETINA SERVICES MORE ACCESSIBLE TO PATIENTS. THE SERVICE IS DIRECTED BY DANIEL ESMAILI, MD, WITH PARTICIPATION FROM SEVERAL RETINA PHYSICIANS, INCLUDING: DEAN ELIOTT, MD; LEO KIM, MD, PHD; JOAN W. MILLER, MD, FARVO; AND LUCY YOUNG, MD, PHD. MASS. EYE AND EAR AND JOSLIN DIABETES CENTER FORM CLINICAL AND RESEARCH ALLIANCE - UNDER THE DIRECTION OF LLOYD PAUL AIELLO, MD, PHD, ASSOCIATE CHIEF FOR LONGWOOD, THIS NOVEL NEW PARTNERSHIP WILL PROVIDE A FULL ARRAY OF HIGH QUALITY, COMPREHENSIVE AND SUBSPECIALTY EYE CARE TO OPHTHALMOLOGY PATIENTS, ESPECIALLY TO THOSE WHO ARE AT-RISK FOR DIABETES-RELATED EYE COMPLICATIONS. CLINICAL OFFICES WILL BE CO-LOCATED AT ONE JOSLIN PLACE AND MASS. EYE AND EAR'S NEW AMBULATORY CARE CENTER AT 800 HUNTINGTON AVENUE. COMBINING THE EXPERTISE AND RESOURCES OF THESE INSTITUTIONS WILL ALLOW US TO PROVIDE HIGH QUALITY AND COST-EFFECTIVE CARE WHILE MAKING OUR SERVICES MORE CONVENIENT AND ACCESSIBLE TO MORE PATIENTS. STRENGTHENING OUR RESEARCH COLLABORATIONS WILL MORE RAPIDLY ADVANCE OUR SHARED GOAL OF ERADICATING EYE DISEASE. NEW RECRUITS: CLINICIANS AND CLINICIAN SCIENTISTS - JASON COMANDER, MD, PHD, MASS. EYE AND EAR, RETINA AND ELECTRORETINOGRAPHY SERVICES - DANIEL ESMAILI, MD, MASS. EYE AND EAR, RETINA SERVICE - DANIEL LEFEBVRE, MD, MASS. EYE AND EAR, OPHTHALMIC PLASTIC AND RECONSTRUCTIVE SURGERY SERVICE - ZHONGHUI KATIE LUO, MD, PHD, MASS. EYE AND EAR, COMPREHENSIVE OPHTHALMOLOGY SERVICE - DAVID WU, MD, PHD, MASS EYE AND EAR, RETINA SERVICE - MARK BERNARDO, OD, MASS. EYE AND EAR, OPTOMETRY NEW EQUIPMENT AND TECHNOLOGY: CLINICAL - VERIS MULTI-FOCAL ERG FOR THE 3RD FLOOR - VERIS MULTI-FOCAL ERG FOR THE 12TH FLOOR - CIRRIUS OCT MACHINE FOR THE RETINA SERVICE - VU MAX ULTRASOUND UNIT - A SCAN B SCAN UBM - SONOMED ESCALON LENSTAR FOR THE CORNEA SERVICE - 2 OPTOS WIDE ANGLE CAMERAS FOR THE RETINA SERVICE - SPECTRUM MICROSCOPE FOR THE MASS. EYE AND EAR RETINA ASSOCIATES IN STONEHAM NEW SERVICES/RENOVATIONS MASS. EYE AND EAR, LONGWOOD MASS. EYE AND EAR RETINA ASSOCIATES, STONEHAM IN APRIL (2012), THE GLAUCOMA SERVICE MOVED INTO ITS NEWLY RENOVATED CLINICAL SPACE ON THE FIRST FLOOR OF THE MAIN BUILDING. COMMUNITY SERVICE ACTIVITIES LOCAL/REGIONAL - NEIGHBORHOOD CHARTER SCHOOL (17TH) YEAR - PROVIDED VISION SCREENINGS TO 500 CHILDREN. - CAMP HARBOR VIEW, LONG ISLAND, MA (17TH YEAR) - EYE SCREENINGS FOR 149 CAMPERS, AGES 11-14, FROM UNDERSERVED BOSTON NEIGHBORHOODS. - MASS. EYE AND EAR PARTNERED WITH VISION COALITION MA TO PROVIDE VISION EXAMS TO STUDENTS IN THE YEAR UP, BOSTON PROGRAM. - BOOMERS AND SENIORS EXPO AT THE SEAPORT WORLD TRADE CENTER: SHELIA BORBOLI, MD, COMPREHENSIVE OPHTHALMOLOGY SERVICE, PRESENTED "CATARACTS AND BABY BOOMERS." - A GRAVES DISEASE AND THYROID EYE DISEASE SUPPORT GROUP WAS HELD QUARTERLY BY THE OPHTHALMIC PLASTIC SURGERY. - THERESA CHEN, MD, MEDICAL DIRECTOR, OPHTHALMOLOGY QUALITY AND OUTCOMES VOLUNTEERED ON THE LIONS EYE VAN PROVIDING FREE EYE SCREENINGS. - MARK BERNARDO, OD, OF THE MASS. EYE AND EAR OPTOMETRY SERVICE SERVED WITH VOLUNTEER OPTOMETRIC SERVICES TO HUMANITY. - LUCIA SOBRIN, MD, MPH, ASSISTANT PROFESSOR OF OPHTHALMOLOGY AT HMS, WAS A FEATURED GUEST SPEAKER IN JANUARY FOR THE ARTSEMERSON ONE-WOMAN SHOW, "SUGAR," STARRING EMERSON COLLEGE PERFORMING ARTS PROFESSOR AND INTERNATIONALLY ACCLAIMED PERFORMANCE ARTIST ROBBIE MCCAULEY. "SUGAR," EXAMINES THE STRUGGLES AND CONQUESTS OF LIVING WITH "A LITTLE BIT OF SUGAR": DIABETES. A CENTRAL THEME OF THE SHOW WAS TO REFLECT ON DIABETES FROM THE AFRICAN AMERICAN PERSPECTIVE AS THIS DISEASE DISPROPORTIONATELY AFFECTS PEOPLE OF COLOR. AS THE FEATURED GUEST, DR. SOBRIN PARTICIPATED IN A "TALK BACK" SESSION ALONG WITH MS. MCCAULEY AFTER ONE OF THE PERFORMANCES AND DISCUSSED HER PROMISING RESEARCH ON DIABETIC RETINOPATHY THAT MAY ONE DAY LEAD TO CURES TO THIS DISEASE. - ON BEHALF OF THE GLAUCOMA FOUNDATION, LOUIS PASQUALE, MD, DIRECTOR, GLAUCOMA SERVICE AND DIRECTOR, TELEMEDICINE LED A TELECONFERENCE FOR LAY PEOPLE REGARDING LIFESTYLE ISSUES IN GLAUCOMA. OTOLARYNGOLOGY: - IN 2012 THE DEPARTMENT EXPANDED BY RECRUITING FIVE NEW FULL-TIME PHYSICIANS, INCLUDING THREE AT THE MAIN CAMPUS AND TWO AT OUR SUBURBAN CENTERS. ADDITIONALLY, WE NOW OFFER COMPREHENSIVE LASER AND RECONSTRUCTIVE SURGERY AT THE CAROLYN AND PETER LYNCH CENTER FOR LASER AND RECONSTRUCTIVE SURGERY, DEDICATED ON MAY 29, 2012, AND A MULTI-DISCIPLINARY SLEEP CENTER AT MASS. EYE AND EAR, QUINCY. TWO OF OUR PHYSICIANS NOW PROVIDE ADVANCED ROBOTIC SURGERY FOR PATIENTS SUFFERING FROM HEAD AND NECK CANCER. NEW RECRUITS: - JAYME R. DOWDALL, M.D., DIVISION OF LARYNGOLOGY, INSTRUCTOR OF OTOLOGY AND LARYNGOLOGY, HARVARD MEDICAL SCHOOL - MICHAEL H. FATTAL, M.D., MASS. EYE AND EAR, CONCORD, CLINICAL INSTRUCTOR OF OTOLOGY AND LARYNGOLOGY, HARVARD MEDICAL SCHOOL - MONICA S. LEE, M.D., MASS. EYE AND EAR, WEYMOUTH-DUXBURY, CLINICAL INSTRUCTOR OF OTOLOGY AND LARYNGOLOGY, HARVARD MEDICAL SCHOOL - ROBIN W. LINDSAY, M.D., DIVISION OF FACIAL PLASTIC AND RECONSTRUCTIVE SURGERY, ASSISTANT PROFESSOR OF OTOLOGY AND LARYNGOLOGY, HARVARD MEDICAL SCHOOL - ALICIA M. QUESNEL, M.D., DIVISION OF OTOLOGY, INSTRUCTOR OF OTOLOGY AND LARYNGOLOGY, HARVARD MEDICAL SCHOOL NEW EQUIPMENT/TECHNOLOGY: - WITH THE NEW LYNCH CENTER FOR LASER AND RECONSTRUCTIVE SURGERY, DEDICATED ON MAY 29, 2012, WE NOW OFFER STATE-OF-THE-ART LASER EQUIPMENT FOR THE WIDEST RANGE OF SKIN TREATMENTS. - A MULTI-DISCIPLINARY SLEEP CENTER WAS RECENTLY OPENED AT MASS. EYE AND EAR, QUINCY, TO PROVIDE COMPREHENSIVE SLEEP STUDIES AND TREATMENT FOR PATIENTS WHO MAY SUFFER FROM OBSTRUCTIVE SLEEP APNEA, SNORING, INSOMNIA, NARCOLEPSY, OR RESTLESS LEG SYNDROME. - FOR TREATING PATIENTS WITH HEAD AND NECK CANCER, JAMES W. ROCCO, M.D., PH.D. IS WORKING WITH DERRICK T. LIN, M.D., F.A.C.S., TO OFFER ROBOTIC SURGERY FOR MASSACHUSETTS EYE AND EAR INFIRMARY PATIENTS, USING TECHNOLOGY AVAILABLE AT WINCHESTER HOSPITAL. NEW SERVICES/RENOVATIONS: - LASER AND RECONSTRUCTIVE SURGERY - THE SINUS CENTER
- MASS. EYE AND EAR, QUINCY SLEEP CENTER   - THE HEAD AND NECK SURGICAL ONCOLOGY DIVISION HOSTED A FREE ORAL, HEAD, AND NECK CANCER SCREENING TO THE PUBLIC AT OUR BOSTON LOCATION, AS WELL AS THE MASS. EYE AND EAR SOUTH LOCATIONS IN QUINCY, MILTON, AND WEYMOUTH, ON APRIL 20TH, 2012. - IN COLLABORATION WITH THE AMERICAN ACADEMY OF DERMATOLOGY, DRS. JESSICA FEWKES AND OON TIAN TAN PROVIDED FREE SKIN CANCER SCREENINGS TO THE PUBLIC ON MAY 15TH, 2012. - THE FACIAL PLASTIC AND RECONSTRUCTIVE SURGERY DIVISION, LED BY TESSA A. HADLOCK, M.D., WENT ON A MISSION TO QUITO, ECUADOR IN MARCH 2012 AND ANOTHER TO ANTIGUA, GUATEMALA IN JULY 2012. DR. TAN WAS INSTRUMENTAL IN INSTALLING A CANDELA/SYNERON ALEXANDRITE LASER AT THE INSTITUTO MEDICO TIERRA NUEVA, QUITO FOR LASER HAIR REMOVAL IN MICROTIA PATIENTS. THE LASER WAS FUNDED BY AN AWARD FROM THE MASSACHUSETTS EYE AND EAR INFIRMARY "CURING KIDS FUND". - THE FACIAL PLASTIC AND RECONSTRUCTIVE SURGERY DIVISION ALSO CONTINUES THEIR COLLABORATION WITH THE ROSE FUND, OFFERING RECONSTRUCTIVE SURGERY TO VICTIMS OF DOMESTIC VIOLENCE. - GREGORY W. RANDOLPH, M.D., F.A.C.S., LED A SURGICAL GOITER MISSION TO MIGORI, KENYA THROUGH THE KENYA RELEIF AFRICAN AID ORGANIZATION. OTHER MEMBERS OF THE TEAM ARE DR. PAUL KONOWITZ, DR. GREGORY RANDOLPH, DR. DAVID LESNIK, RESIDENT DR. DUNIA ABDUL-AZIZ AND NANCY KOTZUBA, R.N. THE TEAM PERFORMED 25 THYROID SURGERY CASES IN 3 DAYS, INCLUDING 18 GOITERS. - OPERATION AIRWAY IS A NON-PROFIT INITIATIVE DIRECTED BY CHRISTOPHER J. HARTNICK, M.D. OPERATION AIRWAY PROVIDES ANNUAL MEDICAL MISSIONS TO ECUADOR TO HELP CARE FOR CHILDREN WITH AIRWAY DISORDERS. A TEAM OF SURGEONS, ANESTHESIOLOGISTS, PEDIATRIC NURSES, AND ICU PHYSICIANS FROM THE MASS. GENERAL HOSPITAL FOR CHILDREN PROVIDE NEEDED MEDICAL CARE WHILE ALSO SHARING THEIR KNOWLEDGE OF COLLABORATIVE SPECIALTY CARE FOR COMPLEX AIRWAY SURGERIES WITH LOCAL HEALTHCARE TEAMS. - NICOLAS Y. BUSABA, M.D., F.A.C.S., LEADS A TEACHING INITIATIVE WITH THE MINISTRY OF HEALTH IN KUWAIT FOR A FIVE-YEAR COLLABORATION WITH THE DEPARTMENT OF OTOLARYNGOLOGY AT THE MASSACHUSETTS EYE AND EAR INFIRMARY. - MICHAEL COHEN, M.D., SERVED ON A MEDICAL MISSION TO ADDIS ABABA, ETHIOPIA IN OCTOBER 2012, ALONG WITH MEEI AUDIOLOGIST ANNMARIE HENNESSY AND SIX OTHER MEDICAL PROFESSIONALS FROM THE GROUP "HEALING THE CHILDREN," PROVIDING SURGICAL CARE TO CHILDREN WITH EAR DISEASE AS WELL AS BASIC OTOLOGIC CARE TO THE 150 CHILDREN AT THE MAKANISSA SCHOOL FOR THE DEAF. - RAMON A. FRANCO, JR., M.D., CONTINUES HIS BIANNUAL MEDICAL MISSION TO HONDURAS TO PERFORM AIRWAY RECONSTRUCTIVE SURGERY, TO ADDRESS VOICE PROBLEMS, AND TO CARE FOR PATIENTS WITH LARYNGEAL CANCER. DR. FRANCO SERVES AS A MENTOR TO SPECIALISTS IN HONDURAS AND TO TRAINEES IN THE COUNTRY'S ONLY ENT RESIDENCY PROGRAM. - GREGORY W. RANDOLPH, M.D., F.A.C.S. PERFORMED THE 3,000TH CASE OF INTRAOPERATIVE NERVE MONITORING DURING THYROID/PARATHYROID SURGERY, PLACING MASS. EYE AND EAR AT THE FOREFRONT OF NEURAL MONITORING EXPERIENCE WORLDWIDE. THE INTRAOPERATIVE NERVE MONITORING PROGRAM IS A JOINT EFFORT BY THE DEPARTMENTS OF OTOLARYNGOLOGY, ANESTHESIA AND AUDIOLOGY AT MASS. EYE AND EAR. RADIOLOGY: NEW RECRUITS: - HILARY KELLY, M.D., WAS HIRED AS A STAFF RADIOLOGIST AND WILL BE HERE 1 DAY/WEEK. DR. KELLY WILL ASSIST WITH ULTRASOUND EXPANSION PROJECT DUE TO POSITIVE VOLUME GROWTH. NEW EQUIPMENT AND TECHNOLOGY: - SUCCESSFUL IMPLEMENTATION OF A CERETOM-OTO CT SCANNING SYSTEM AT OUR NEW QUINCY SATELLITE IN NOVEMBER 2011. - A TRIAL OF AN INTRA-OPERATIVE CERETOM OTOSCAN CT SYSTEM WAS COMPLETED IN DECEMBER 2011. THE TRIAL WAS ENDED AND EQUIPMENT WAS RETURNED DUE TO LOW VOLUME NEEDS BY MEDICAL STAFF. - A TRIAL OF A 3D ACCUITOMO CT SYSTEM IS SCHEDULED TO END BY THE END OF NOVEMBER 2012. THIS SYSTEM WAS CAPABLE OF GOOD QUALITY TEMPORAL BONE SCANS BUT THE VOLUME OF CASES WAS NOT HIGH ENOUGH TO SUPPORT A CAPITAL PURCHASE. - PLANNING STAGES ARE UNDERWAY TO REPLACE THE EXISTING SIEMENS SOMATOM 40-SLICE CT SYSTEM THAT IS APPROACHING SEVEN YEARS OLD. THIS WILL BE ACCOMPLISHED BY THE END OF FY13. ANESTHESIOLOGY: NEW RECRUITS: - AMIR GHOLAMI, MD STAFF ANESTHESIOLOGIST (JULY) - BENJAMIN MIZELL, MD, STAFF ANESTHESIOLOGIST (AUGUST) - KATHRIN BOURDEU, MD, STAFF ANESTHESIOLOGIST (OCTOBER) - NITA SAHANI, MD, STAFF ANESTHESIOLOGIST (DECEMBER) - TERESA BEAN, MD, STAFF ANESTHESIOLOGIST (FEBRUARY 2013) - CASEY BRACHVOGEL, CRNA, STAFF NURSE ANESTHETIST (AUGUST) NEW EQUIPMENT/TECHNOLOGY: THE ANESTHESIOLOGY DEPARTMENT PURCHASED 8 NEW PENLON ANESTHESIA MACHINES.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity



















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section



(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled organization
Yes No
(1) FDN OF THE MASS EYE & EAR INFIRMARY INC

243 CHARLES STREET

BOSTON,MA02114
04-2785453
PARENT MA 501(C)(3) 9 NA
 
 
No
(2) MASSACHUSETTS EYE & EAR ASSOCIATES INC

243 CHARLES STREET

BOSTON,MA02114
22-2658209
PATIENT CARE MA 501(C)(3) 9 FOUNDATION
 
Yes
 
(3) CIRCLE COMPANY INC

243 CHARLES STREET

BOSTON,MA02114
04-2801791
TITLE HOLDING MA 501(C)(25) N/A FOUNDATION
 
Yes
 
(4) EMBANKMENT SERVICES INC

14 DAVID G MUGAR WAY

BOSTON,MA02114
04-3272865
SUPPORTNG ORG MA 501(C)(3) 11 - TYPE 1 FOUNDATION
 
Yes
 
(5) MASS EYE & EAR INFIRMARY PENSION PLAN

243 CHARLES STREET

BOSTON,MA02114
04-6067238
PENSION PLAN MA 401(A) N/A NA
 
 
No
(6) SCHEPENS EYE RESEARCH INSTITUTE INC

20 STANIFORD STREET

BOSTON,MA02114
04-2129889
RESEARCH MA 501(C)(3) 7 FOUNDATION
 
Yes
 


For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



(b)
Primary activity



(c)
Legal domicile
(state or
foreign
country)
(d)
Direct controlling
entity


(e)
Type of entity
(C corp, S corp,
or trust)

(f)
Share of total income



(g)
Share of
end-of-year
assets

(h)
Percentage
ownership














Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) CIRCLE COMPANY INC

A 40,114 CASH
(2) SCHEPENS EYE RESEARCH INSTITUTE INC

B 709,308 CASH
(3) MASSACHUSETTS EYE AND EAR ASSOCIATES INC

B 10,299,939 CASH
(4) CIRCLE COMPANY INC

B 1,000,000 CASH
(5) FDN OF THE MASS EYE & EAR INFIRMARY INC

C 8,471,313 CASH
(6) SCHEPENS EYE RESEARCH INSTITUTE INC

C 68,282 CASH
(7) FDN OF THE MASS EYE & EAR INFIRMARY INC

L 1,554,606 CASH
(8) FDN OF THE MASS EYE & EAR INFIRMARY INC

M 0 CASH
(9) FDN OF THE MASS EYE & EAR INFIRMARY INC

N 522,224 CASH
(10) EMBANKMENT SERVICES INC

N 1,312,206 CASH
(11) CIRCLE COMPANY INC

N 200,683 CASH
(12) MASSACHUSETTS EYE AND EAR ASSOCIATES INC

N 8,181,484 CASH
(13) FDN OF THE MASS EYE & EAR INFIRMARY INC

O 789,326 CASH
(14) CIRCLE COMPANY INC

P 149,000 CASH
(15) MASSACHUSETTS EYE AND EAR ASSOCIATES INC

P 26,260,018 CASH
(16) EMBANKMENT SERVICES INC

P 1,454,000 CASH
(17) MASSACHUSETTS EYE AND EAR PENSION PLAN

Q 9,632,277 CASH
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
SCHEDULE R, PART V, LINE 15:   CONTRIBUTIONS REPRESENT AMOUNTS CONTRIBUTED BY THE INFIRMARY FOR EMPLOYEE RETIREMENT BENEFITS AS REQUIRED BY THE PENSION PLAN'S FUNDING POLICY.
Additional Data


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