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 private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 10-01-2014 , and ending 09-30-2015
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 province, country, and ZIP or foreign postal code
BOSTON, MA02114
D Employer identification number

04-2103591
E Telephone number

G Gross receipts $ 235,731,595
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
subordinates?
H(b)
Are all subordinates
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 21
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 18
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 2,045
6 Total number of volunteers (estimate if necessary) ............. 6 253
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) ......... 41,532,901 47,770,745
9 Program service revenue (Part VIII, line 2g) ......... 170,833,796 183,938,391
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,702,348 482,536
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 14,000,554 3,539,923
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 228,069,599 235,731,595
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 17,798,238 17,006,831
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) 103,616,750 113,683,907
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 190,046 206,143
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,167,419    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 106,456,236 121,887,519
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 228,061,270 252,784,400
19 Revenue less expenses. Subtract line 18 from line 12....... 8,329 -17,052,805
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 209,199,752 212,622,120
21 Total liabilities (Part X, line 26)............. 180,665,195 215,069,116
22 Net assets or fund balances. Subtract line 21 from line 20..... 28,534,557 -2,446,996
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 MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 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 $ 42,978,236 including grants of $ 4,288,687 ) (Revenue $ 7,428,909 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $ 4,148,348 including grants of $ 5,450 ) (Revenue $ 0 )
SEE SCHEDULE O
4c (Code:   ) (Expenses $ 137,303,035 including grants of $ 12,671,387 ) (Revenue $ 176,509,482 )
SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet184,429,619
Form 990 (2014)
Form 990 (2014)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick 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 III
Click 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 for escrow or custodial account liability; 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 IVClick 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, Parts I and IV......... 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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick 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 other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... 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 I (see instructions) .... Click 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 hospital facilities? 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 statements to this return? Click to see list of attachments
20b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ 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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
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
Yes
 
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 direct or indirect 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, Part II, III, or IV, and Part 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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
139
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
2,045
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” to line 3b, 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, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions?...
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
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 or note to any line 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 .....................
1a
21
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
18
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 this 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJACK MALLEY
243 CHARLES STREET
BOSTON,MA02114 (617) 573-3235
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ANNETTE NOVA........................................................................
DIRECTOR
2.0
.......................6.0
X           0 0 0
(2) CHARLES DE GUNZBURG........................................................................
DIRECTOR
2.0
.......................6.0
X           0 0 0
(3) D BRADLEY WELLING MD........................................................................
DIRECTOR
29.0
.......................31.0
X           0 766,246 55,799
(4) DEWALT PETE ANKENY........................................................................
DIRECTOR
2.0
.......................6.0
X           0 0 0
(5) DIANE E KANEB........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
(6) EUGENE HILL........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
(7) FREDERICK THORNE........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
(8) HARVEY FREISHTAT........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
(9) JAMES CARLISLE........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
(10) JOAN W MILLER MD........................................................................
DIRECTOR
27.0
.......................33.0
X           0 812,276 59,385
(11) JOHN FERNANDEZ........................................................................
PRESIDENT
37.0
.......................23.0
X   X       841,092 0 259,385
(12) JONATHAN KUTCHINS........................................................................
DIRECTOR
2.0
.......................4.0
X           0 0 0
(13) JONATHAN UHRIG........................................................................
TREASURER
3.0
.......................7.0
X   X       0 0 0
(14) KATHRYN VECELLIO........................................................................
DIRECTOR (UNTIL 1/6/2015)
2.0
.......................6.0
X           0 0 0
(15) LYLE HOWLAND........................................................................
SECRETARY (AS OF 12/9/2014)
2.0
.......................2.0
X   X       0 0 0
(16) RICHARD H ALDRICH........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
(17) ROBERT ATCHINSON........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
Form 990 (2014)
Form 990 (2014)
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 (list any hours for related organizations below dotted line)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SAMUEL FLEMING........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
(19) THOMAS LAUER........................................................................
DIRECTOR (AS OF 4/25/2015)
2.0
.......................2.0
X           0 0 0
(20) VICTORIA MCCULLOUGH........................................................................
DIRECTOR
2.0
.......................6.0
X           0 0 0
(21) WILLIAM ROMAN........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
(22) WYCLIFFE GROUSBECK........................................................................
CHAIR
3.0
.......................7.0
X   X       0 0 0
(23) CAROLANN WILLIAMS........................................................................
CFO & VP FINANCE AND ADMIN
49.0
.......................11.0
    X       436,865 0 32,219
(24) MARTHA PYLE FARRELL........................................................................
ASSISTANT SECRETARY
3.0
.......................57.0
    X       286,466 0 32,270
(25) MAUREEN KELLEY........................................................................
ASSISTANT SECRETARY
53.0
.......................7.0
    X       190,069 0 30,683
(26) ALAN K LONG........................................................................
VP RESEARCH ADMINISTRATION
30.0
.......................30.0
      X     229,706 0 9,889
(27) BARBARA SCULLY........................................................................
DIRECTOR PROF REV CYCLE
30.0
.......................30.0
      X     178,755 0 37,485
(28) DEBRA ROGERS........................................................................
VP OPHTHALMOLOGY
20.0
.......................40.0
      X     270,096 0 11,570
(29) EILEEN O LOWELL........................................................................
CNO & VP PAT CARE SVS
60.0
.......................0.0
      X     277,173 0 38,952
(30) JEFFREY J PIKE........................................................................
CHIEF OPERATING OFFICER
60.0
.......................0.0
      X     350,783 0 22,015
(31) KENNETH E HOLMES........................................................................
CFO MEEA
30.0
.......................30.0
      X     274,276 0 44,467
(32) MICHAEL RICCI........................................................................
CHIEF INFORMATION OFFICER
60.0
.......................0.0
      X     240,539 0 32,227
(33) RACHEL WASSERSTROM........................................................................
VP OTOLARYNGOLOGY
30.0
.......................30.0
      X     212,894 0 23,924
(34) RALPH PELOSI........................................................................
DIRECTOR FACILITIES PLANNING
60.0
.......................0.0
      X     188,354 0 9,615
(35) GLENN W BUNTING........................................................................
VOICE & SPEECH CLINICAL DIR
60.0
.......................0.0
        X   185,360 0 41,928
(36) GREGORY J DONNELLY........................................................................
EXEC. DIRECTOR, CLINICAL SRVCS
60.0
.......................0.0
        X   194,088 0 37,834
(37) JENNIFER STREET........................................................................
VP COMMUNICATIONS & PLANNING
60.0
.......................0.0
        X   360,567 0 36,474
(38) MELISSA M PAUL........................................................................
CHIEF DEVELOPMENT OFFICER
60.0
.......................0.0
        X   255,915 0 41,482
(39) PHILLIP C JOHNSON........................................................................
DIR FINANCIAL OPERATIONS
60.0
.......................0.0
        X   204,994 0 44,176
(40) JAVIER BALLOFFET........................................................................
VP OPHTHALMOLOGY
20.0
.......................40.0
          X 168,290 0 11,976
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,346,282 1,578,522 913,755
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet191
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
FISH AND RICHARDSON PC,
PO BOX 3295
BOSTON,MA02241
LEGAL SERVICES 565,354
PRICEWATERHOUSECOOPERS LLP,
PO BOX 7247-8001
PHILADELPHIA,PA19103
TAX & AUDIT SERVICES 457,177
RASKY BAERLEIN STRATEGIC COMMUNICAT,
33 ARCH ST
BOSTON,MA02110
PUBLIC RELATION SVCS 173,064
LFREP SERVICES LLC,
260 FRANKLIN ST
BOSTON,MA02110
CONSULTANT 330,030
CG ASSOCIATES,
7 CHUCK DRIVE
DRACUT,MA01826
CONTRACTORS 471,274
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet11
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 19,269,575
e Government grants (contributions)1e 16,434,877
f All other contributions, gifts, grants, and
similar amounts not included above
1f
12,066,293
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 47,770,745
 Program Service RevenueAmt Business Code
2a INPATIENT AND OUTPATIENT 900099 163,521,567 163,521,567    
b RESEARCH INDIRECT REVENUE 900099 7,428,909 7,428,909    
c HEARING AID CENTERS 900099 3,545,854 3,545,854    
d CAFETERIA/FOOD SERVICE 900099 1,905,690 1,905,690    
e KPRO INCOME 722210 3,675,888 3,675,888    
f All other program service revenue . 3,860,483 3,860,483    
g Total. Add lines 2a–2f........MediumBullet 183,938,391
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 104,141     104,141
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 3,539,923     3,539,923
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 378,395  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 378,395  
d Net gain or (loss)..........MediumBullet 378,395     378,395
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    
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      
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      
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 235,731,595 183,938,391   4,022,459
Form 990 (2014)
Form 990 (2014)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 16,917,408 16,917,408
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 89,423 89,423
4 Benefits paid to or for members .... 0  
5 Compensation of current officers, directors, trustees, and key employees .... 3,894,362 1,298,208 2,596,154  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 6,515 6,515    
7 Other salaries and wages .... 85,256,939 63,233,669 20,808,465 1,214,805
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,565,576 1,168,145 374,495 22,936
9 Other employee benefits ....... 15,813,857 11,927,264 3,652,093 234,500
10 Payroll taxes ........... 7,146,658 5,240,070 1,805,851 100,737
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 951,177 835,760 115,417  
c Accounting ........... 552,873 106,540 446,333  
d Lobbying ........... 90,000   90,000  
e Professional fundraising services. See Part IV, line 17 206,143 206,143
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 3,366,679 2,658,430 708,249  
12 Advertising and promotion .... 693,993 27,762 666,231  
13 Office expenses ....... 1,906,574 1,214,802 636,994 54,778
14 Information technology ...... 3,380,612 2,234,358 1,146,254  
15 Royalties .. 0      
16 Occupancy ........... 12,195,017 4,957,619 7,237,398  
17 Travel ............ 1,270,158 979,193 258,538 32,427
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 2,768,171 1,829,576 938,595  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 20,663,247 13,657,024 7,006,223  
23 Insurance .............. 1,511,908 72,920 1,438,988  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 41,127,158 40,996,874 130,284  
b PHYSICIANS ADMINISTRATION 6,747,719 6,695,046 52,673  
c SERVICE CONTRACTS 3,434,249 1,663,001 1,758,507 12,741
d FOOD 1,658,226 1,325,277 311,641 21,308
e All other expenses 19,569,758 5,294,735 14,007,979 267,044
25 Total functional expenses. Add lines 1 through 24e 252,784,400 184,429,619 66,187,362 2,167,419
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 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 566,415 1 1,824,021
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ........... 360,000 3 0
4 Accounts receivable, net ............. 22,892,699 4 25,258,060
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
10,000 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 3,028,866 8 3,856,230
9 Prepaid expenses and deferred charges .......... 4,195,936 9 4,183,591
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 357,560,496
b Less: accumulated depreciation ..... 10b 219,713,200 135,347,328 10c 137,847,296
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 ........... 42,798,508 15 39,652,922
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 209,199,752 16 212,622,120
Liabilities 17 Accounts payable and accrued expenses ......... 77,351,461 17 105,438,414
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 14,295,172 19 13,280,726
20 Tax-exempt bond liabilities ............. 80,998,192 20 81,686,932
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other 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.................... 8,020,370 25 14,663,044
26 Total liabilities. Add lines 17 through 25......... 180,665,195 26 215,069,116
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 28,174,557 27 -2,446,996
28 Temporarily restricted net assets ........... 360,000 28 0
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 28,534,557 33 -2,446,996
34 Total liabilities and net assets/fund balances ........ 209,199,752 34 212,622,120
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
235,731,595
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
252,784,400
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-17,052,805
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
28,534,557
5
Net unrealized gains (losses) on investments ...............
5
-493,208
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-13,435,540
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
-2,446,996
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 37,417,260 33,572,100 39,413,484 41,532,901 47,770,745 199,706,490
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 37,417,260 33,572,100 39,413,484 41,532,901 47,770,745 199,706,490
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).. 354,827
6 Public support. Subtract line 5 from line 4. 199,351,663
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 37,417,260 33,572,100 39,413,484 41,532,901 47,770,745 199,706,490
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 11,313,782 15,165,483 16,370,797 14,057,593 3,644,064 60,551,719
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 1,457,363         1,457,363
11 Total support Add lines 7 through 10. 261,715,572
12
12
838,213,525
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
76.171 %
15
15
72.513 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the 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 its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
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


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable 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) 2014


Schedule C (Form 990 or 990-EZ) 2014
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)
No
Yes
(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
 
126,000
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
126,000
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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1(I): DURING FY 2015 MASS. EYE AND EAR PAID CONSULTING FEES FOR ASSISTANCE WITH ADVOCACY IN A NEGOTIATION WITH THE EXECUTIVE BRANCH OF THE COMMONWEALTH FOR A LAND AND AIR LEASE, DESCRIBED IN THE ACTS OF 2014, CHAPTER 272. ADDITIONALLY THESE PAID CONSULTANTS ASSISTED WITH DEVELOPING STATE AND FEDERAL LEGISLATIVE STRATEGIES AND SERVED AS A LIAISON TO GOVERNMENT AGENCIES AS NECESSARY, AS WELL AS MONITORED AND REPORTED ON GOVERNMENT PROGRAMS RELATIVE TO HEALTHCARE FINANCING, INCLUDING STATE APPROPRIATIONS AND GRANTS. MASS. EYE AND EAR IS A MEMBER OF CERTAIN TRADE ASSOCIATIONS THAT MAY LOBBY ON ITS BEHALF.
Schedule C (Form 990 or 990EZ) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 value of contributions to (during year)    
3 Aggregate value of 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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)
Revenue 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
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 78,511,651 87,204,664 89,724,541 86,399,272 60,472,244
b Contributions ........ 1,229,040 746,394 2,692,680 1,269,332 29,640,100
c Net investment earnings, gains, and losses -274,466 5,114,694 3,521,682 6,139,492 1,622,561
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
5,028,553 12,790,648 7,238,556 2,803,513 4,005,052
f Administrative expenses .... 1,824,498 1,763,453 1,495,683 1,280,042 1,330,581
g End of year balance ...... 72,613,174 78,511,651 87,204,664 89,724,541 86,399,272
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet5.040 %
b
Permanent endowment SchDMd Bullet73.620 %
c
Temporarily restricted endowment SchDMd Bullet21.340 %
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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 ................   193,657,816 119,005,886 74,651,930
c Leasehold improvements ............   15,354,497 2,824,907 12,529,590
d Equipment ................   137,617,080 97,827,011 39,790,069
e Other .................   10,395,779 55,396 10,340,383
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 137,847,296
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATES 22,160,534
(2) FUNDS HELD FOR RESEARCH 1,310,606
(3) CONSTRUCTION FUND 13
(4) DEBT SERVICE FUND 6,576,171
(5) SPECIAL CASH & CAPITAL RESERVE 3,802,303
(6) QLT 676,982
(7) DEFERRED FINANCING COSTS 1,363,619
(8) TAX DEFERRED PLAN 1,685,159
(9) CRICO 2,077,152
(10) CAP RESERVE 383
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 39,652,922
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DUE TO AFFILIATES 2,327,706
ESTIMATE 3RD PARTY SETTLEMENT 7,854,958
PROFESSIONAL LIABILITY RESERVE 2,595,221
TAX DEFERRED LIABILITY 1,885,159





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 14,663,044
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 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 XIII.) ........... 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 XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 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 XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART III, LINE 4: THE RARE BOOKS COLLECTION CONSISTS MAINLY OF SEVERAL HUNDRED BOOKS IN THE MEEI specialties of ophthalmology and otolaryngology as well as a few on the medical history of Boston and Massachusetts. The majority were donated originally by Moses Lurie, MD and Mrs. Lucien Howe (wife of Lucien Howe, MD). A few were donated by other physicians through the years. Endowment funds set up between Mrs. Howe and Dr. Lurie were designated for the occasional purchase of rare books to supplement the original donations. 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 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. MANAGEMENT HAS EVALUATED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THERE WAS NO IMPACT TO THE FOUNDATION'S FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2015.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




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 Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
North America     Program Services Travel 5,780
Europe (Including Iceland and Greenland)     Program Services Grant Collaboration 5,485
Europe (Including Iceland and Greenland)     Program Services Conferences 52,966
Middle East and North Africa     Program Services Travel 287
South America     Program Services Travel 4,043
South America     Program Services Sabbatical/Grant Coll 6,752
East Asia and the Pacific     Program Services Conferences 24,698
East Asia and the Pacific     Program Services Grant Collaboration 2,388
Central America and the Caribbean     Investments   24,200
           
           
           
           
           
           
           
           
3a Sub-total .....     126,599
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     126,599
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
North America BASIC RESEARCH 68,646 CHECK      
Europe (Including Iceland and Greenland) BASIC RESEARCH 20,777 CHECK      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
3
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 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.
Part III can be duplicated 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) 2014
Schedule F (Form 990) 2014
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
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, Information 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; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
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).
ReturnReference Explanation
SCHEDULE F, PART I, LINE 2: SUBRECIPIENT MONITORING POLICY AND PROCEDURES Subawards are issued through a consortium agreement between the Massachusetts Eye and Ear Infirmary ("MEEI") 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 order balances can be monitored. Disbursement of funds for subawards require the written approval of the Principal Investigator ("PI"). Frequent progress reports and other forms of communication are required between the PI and the subrecipient institute to ensure that the scope of work is progressing at a satisfactory pace. Research Administration also conducts an annual inventory of institutions to which reserach has been subawarded. A risk assessment matrix is employed, along with a review of the subrecipients most recent A133 audit report, to determine the level of risk regarding the subrecipients ability to comply with federal guidelines.
SCHEDULE F, PART I, LINE 3, COLUMN(F) AND PART II, LINE 1 & LINE 2: THE INFIRMARY USES THE ACCRUAL METHOD OF ACCOUNTING AND SEPARATELY IDENTIFIES FOREIGN ACTIVITY ON ITS GENERAL LEDGER.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



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 arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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. Form 990-EZ
filers are not required to complete this part.
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.
(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
VISION PHILANTHROPY GROUP
401 BOWLING AVENUE 1
 
NASHVILLE, TN37205
CAPITAL CAMPAIGN   No   152,143  
HUNTSINGER JEFFER INC
809 BROOK HILL CIRCLE
 
RICHMOND, VA23227
ANNUAL FUND   No   54,000  
             
             
             
             
             
             
             
             
Total .................right arrow   206,143  
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
CA, CT, FL, GA, IL, MD, MA, MI, MN, NH, NJ, NY, NC, OH, PA, RI, SC, VA
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
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 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. 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: Contributions . .        
3 Gross income (line 1
minus line 2) . . .
       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash 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. Subtract line 10 from line 3, 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. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct 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? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
SCHEDULE G, PART I, LINE 2B, COLUMN (V): DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2015, MASSACHUSETTS EYE AND EAR INFIRMARY ("THE INFIRMARY") CONTRACTED WITH HUNTSINGER & JEFFER, A FUNDRAISING CONSULTING COMPANY, TO ASSIST WITH THE FOUNDATION'S MAILING CAMPAIGN 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 VISION PHILANTHROPY TO ASSIST WITH THE INFIRMARY'S CAPITAL FUNDRAISING CAMPAIGN. HUNTSINGER AND JEFFER VISION PHILANTHROPY GROUP 809 BROOK HILL CIRCLE 401 BOWLING AVENUE #1 RICHMOND, VA 23227 NASHVILLE, TN 37205
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Financial Assistance 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) as a factor in determining 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 as a factor in determining 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 used factors other than FPG in determining eligibility, describe in Part VI the criteria used 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, as a factor in determining 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) ..
    3,962,119 2,083,483 1,878,636 0.740 %
b Medicaid (from Worksheet 3,
column a) ....
    17,884,208 13,868,962 4,015,246 1.590 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
    3,027,940 1,168,750 1,859,190 0.740 %
d Total Financial Assistance
and Means-Tested
Government Programs .
    24,874,267 17,121,195 7,753,072 3.070 %
Other Benefits
    436,857 0 436,857 0.170 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    7,659,267 1,457,082 6,202,185 2.450 %
g Subsidized health services
(from Worksheet 6) ..
2 705 1,742,937 1,258,953 483,984 0.190 %
h Research (from Worksheet 7)     39,361,302 33,184,152 6,177,150 2.440 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    41,350 0 41,350 0.020 %
j Total. Other Benefits .. 2 705 49,241,713 35,900,187 13,341,526 5.270 %
k Total. Add lines 7d and 7j . 2 705 74,115,980 53,021,382 21,094,598 8.340 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
2,490,296
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
32,742
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
46,991,653
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
49,632,244
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-2,640,591
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(owned 10% or more by officers, directors, trustees, key employees, and physicians—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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 MASSACHUSETTS EYE & EAR INFIRMARY
243 CHARLES STREET
BOSTON,MA02114
http://www.masseyeandear.org/
2167
X     X   X X      
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
MASSACHUSETTS EYE & EAR INFIRMARY
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): SEE SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

MASSACHUSETTS EYE & EAR INFIRMARY
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

MASSACHUSETTS EYE & EAR INFIRMARY
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual 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? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
PART V, SECTION B, LINE 5 TO GAIN A BETTER UNDERSTANDING OF NEEDS IN MISSION HILL SPECIFICALLY, THE CONSULTANTS WORKED WITH THE MASS. EYE AND EAR 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. (SEE FIGURE 12 IN THE OFFICIAL MEEI COMMUNITY BENEFITS REPORT FOR THE KEY INFORMANT INTERVIEW PARTICIPANTS AND THEIR ORGANIZATIONAL AFFILIATIONS.) AMONG THEM WAS A MEMBER 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 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. SECTION B, LINE 7A & LINE 10A: THE INFIRMARY'S COMMUNITY HEALTH NEEDS ASSESSMENT CAN BE VIEWED AT http://www.masseyeandear.org/about-us/outreach
PART V, SECTION B, LINE 11 THE MASSACHUSETTS EYE AND EAR COMMUNITY BENEFITS TEAM CONDUCTS AN ASSESSMENT AND PLANNING PROCESS THAT IDENTIFIES UNMET NEEDS IN TARGET POPULATIONS AND SERVICE AREAS, SPECIFICALLY ON POPULATIONS THAT FACE GREATER OBSTACLES TO CARE AND/OR ARE DISPROPORTIONALLY AFFECTED BY CONDITIONS THAT AFFECT THEIR DAILY FUNCTIONING AND QUALITY OF LIFE. THESE KEY AREAS ARE: CHILDREN, ELDERLY, LOW-INCOME PATIENTS AND PATIENTS OF COLOR. OUR PLAN IS DESIGNED TO IMPROVE THE VISION, HEARING, AND OTHER CONDITIONS OF THE HEAD AND NECK AMONG VULNERABLE POPULATIONS IN OUR AREA. HEALTH SCREENINGS MASS. EYE AND EAR PROVIDES VISION SCREENINGS AND HEARING EXAMS AND FOLLOW UP CARE FOR INDIVIDUALS WITH LIMITED ACCESS TO SERVICES. SCREENINGS INCLUDED CAMP HARBOR VIEW, NEIGHBORHOOD HOUSE CHARTER SCHOOL, VISION COALITION/YEAR UP, AND ROXBURY TENANTS OF HARVARD COMMUNITY EDUCATION AND SUPPORT GROUPS MASS. EYE AND EAR CLINICIANS AND SOCIAL WORKERS DELIVER EDUCATION AND SUPPORT TO INDIVIDUALS DEALING WITH VARIOUS MEDICAL CONDITIONS OR CHALLENGES, INCLUDING SINUSITIS, HEARING LOSS, VISION LOSS, FACIAL PARALYSIS. THEY ALSO ATTEND SEVERAL COMMUNITY HEALTH FAIRS. EVENTS INCLUDE "KNOW YOUR NOSE," PUBLIC FORUM ON UNDERSTANDING THYROID NODULES AND THYROID CANCER, LOW VISION SUPPORT GROUP, BOSTON CURED CANCER CLUB SUPPORT GROUP, FACIAL PARALYSIS SUPPORT GROUP, HEAR @ BOSTON, GRAVES DISEASE SUPPORT GROUP AND VISION REHABILITATION. HEALTH FAIRS INCLUDED MISSION HILL, MARLBOROUGH, EMERSON HEALTH AND WELLNESS AND STONEHAM TOWN DAY. ACCESS TO SERVICES/RESOURCES/WORK EXPERIENCE MASS. EYE AND EAR PROVIDES SERVICES AND RESOURCES TO INDIVIDUALS WHO MIGHT NOT BE ABLE TO ACCESS THEM AND PROVIDES TARGETED POPULATIONS WITH OPPORTUNITIES TO GAIN WORK EXPERIENCE. THIS INCLUDES PROJECT SEARCH, A PROGRAM THAT PROVIDED INTERNSHIPS FOR INDIVIDUALS WITH VISUAL IMPAIRMENT. OTHER SUPPORT INCLUDES TRANSPORTATION AND PARKING FOR NEEDY PATIENTS, VOLUNTEER ESCORTS, FREE EYEGLASSES, FREE MEDICATIONS, SOCIAL WORK CONSULTATIONS, FINANCIAL COUNSELING, HEARING AID CENTER SUPPORT AND CHARITABLE CARE. MASS. EYE AND EAR PROVIDES FREE OR DISCOUNTED CARE TO PATIENTS WHO ARE UNABLE TO COVER THE FULL COST OF THE SERVICES THEY UTILIZE. FINANCIAL SUPPORT MASS. EYE AND EAR PROVIDES FINANCIAL SUPPORT TO A SELECT NUMBER OF ORGANIZATIONS WHOSE MISSIONS ALIGN WITH OURS AND SUPPORT OUR COMMUNITY BENEFITS GOALS AND ADDRESSES ISSUES AS OUTLINED EARLIER IN THIS DOCUMENT. ORGANIZATIONS INCLUDE PERKINS SCHOOL FOR THE BLIND, NEW ENGLAND WALK FOR HEARING, ABCD FIELD OF DREAMS, SCHWARTZ CENTER FOR COMPASSIONATE CARE AND THE UNITED WAY. THESE STRATEGIES WERE EFFECTIVE IN ACHIEVING OUR COMMUNITY BENEFITS OBJECTIVES. MISSION HILL - OPPORTUNITY IDENTIFIED ONE AREA THAT WAS IDENTIFIED IN OUR LAST ASSESSMENT AS A NEW FOCUS AREA IS THE MISSION HILL NEIGHBORHOOD. MASS. EYE AND EAR OPENED A MULTI-SPECIALTY AMBULATORY CARE CENTER AT 800 HUNTINGTON AVENUE IN 2012. MASS. EYE AND EAR HAS DETERMINED A NEED TO BROADEN ITS COMMUNITY BENEFITS PROGRAM TO PROVIDE TARGETED PROGRAMMING IN THIS SMALL, DIVERSE COMMUNITY OF LOWER-INCOME RESIDENTS. MASS. EYE AND EAR PARTNERED WITH A HIGH SCHOOL (FENWAY HIGH SCHOOL) IN THE SPRING OF 2016 TO WELCOME THREE HIGH SCHOOL SENIORS FOR AN INTERNSHIP, IS ENGAGING LEADERS IN THE COMMUNITY TO CREATE NEIGHBORHOOD SPECIFIC PROGRAMMING AND HOSTING EVENTS AT ITS FACILITY LOCATED AT 800 HUNTINGTON AVENUE. MASS. EYE AND EAR WILL FOCUS ON FURTHER INTEGRATION INTO THE NEIGHBORHOOD AND EXPLORE ADDITIONAL OPPORTUNITIES TO PROVIDE ADDITIONAL VISION AND HEARING SCREENINGS FOR SENIORS, FOLLOW-UP CARE AND EYE GLASSES, SPONSORSHIPS OF NEIGHBORHOOD EVENTS, PARTICIPATION IN HEALTH FAIRS, AND CONTRIBUTIONS TO COMMUNITY EVENTS. DURING THE REVIEW PROCESS, MASS. EYE AND EAR REVIEWED UNMET NEEDS, INCLUDING MISSION HILL, AND SET GOALS THAT ALIGN WITH THE GOAL OF THE ORGANIZATION'S COMMUNITY BENEFITS PLAN. AS A SPECIALTY HOSPITAL WITH 17 LOCATIONS (INCLUDING 243 CHARLES STREET AND 800 HUNTINGTON AVENUE), MASS. EYE AND EAR WORKS TO MEET NEEDS IN ITS SPECIALTY AREA, INCLUDING IMPROVING VISION AND HEARING, ENSURING TARGET POPULATIONS HAVE ACCESS TO EDUCATION AND SUPPORT. OTHER IDENTIFIED NEEDS OF THE COMMUNITY OUTSIDE OF OUR SPECIALTY AREAS ARE ADDRESSED BY OTHER INSTITUTIONS IN OUR COMMUNITY. PART V, SECTION B, LINE 16b & 16c: THE INFIRMARY'S FINANCIAL ASSISTANCe POLICY CAN BE VIEWED AT http://www.masseyeandear.org/for-patients/patient-guide/financial-assistan ce
PART V, SECTION B, LINE 22 CHARGES FOR PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE ARE BASED ON THE AVERAGE REIMBURSEMENT OF THE HOSPITAL'S THREE LARGEST PAYERS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section D. 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?8
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 BRIDGEWATER
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 MEE CONCORD SIGHT (AUDIOLOGY ONLY)
54 BAKER AVE EXTENSION 3RD FL STE
CONCORD,MA01742
LICENSED OUTPATIENT LOCATION
7 MASSACHUSETTS EYE & EAR LONGWOOD
800 HUNTINGTON AVENUE
BOSTON,MA02115
LICENSED OUTPATIENT LOCATION
8 MASSACHUSETTS EYE & EAR PLAINVILLE
30 MAN MAR DRIVE STE 2
PLAINVILLE,MA02762
LICENSED OUTPATIENT LOCATION
9
10
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Form and Line Reference Explanation
SCHEDULE H, PART I, LINE 3C: IN ADDITION TO FPG, THE ORGANIZATION CONSIDERS ASSETS, UNPAID MEDICAL EXPENSES, AND EXTRAORDINARY FINANCIAL CIRCUMSTANCES (UNEMPLOYMENT AND OTHER FINANCIAL STRESSES) WHEN REVIEWING AN INDIVIDUAL'S APPLICATION FOR FINANCIAL ASSISTANCE. SCHEDULE H, PART II: THE INFIRMARY AND ITS 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. WWW.MASSEYEANDEAR.ORG, FOR DETAILS. SCHEDULE H, PART III, LINES 2-4: Bad debts are written off at gross charges. Accounts receivable related to co-pays, deductibles, and coinsurance that is written off as bad debts are reported at cost and are deducted from the insurance allowed amount. See financial statement, pages 22-23. See financial statement, pages 22-23.
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 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 AVAILABLE 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.
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. 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 TWO 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 SENIOR MANAGERS HAVE SIGNIFICANT EXPERIENCE WORKING IN MISSION HILL AND WERE ABLE TO PROVIDE AN OVERVIEW OF BWH'S EXPERIENCE IN THE NEIGHBORHOOD. BOTH SENIOR MANAGERS 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 A MEMBER 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 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 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: -WORKING WITH THE MISSION HILL LEGACY PROJECT, OFFER A FREE VISION SCREENING TO AT LEAST 25 SENIORS AT ITS NEW LONGWOOD CENTER -WORKING WITH THE TOBIN COMMUNITY CENTER, PROVIDE A FREE EDUCATIONAL SESSION FOR YOUTH ON HEARING LOSS PREVENTION AT THE TOBIN COMMUNITY CENTER LOCATION. (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.) -WORKING WITH ONE OF THE EXISTING YOUTH EMPLOYMENT PARTNERS OR THE MISSION HILL YOUTH COLLABORATIVE, 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. FISCAL YEAR 2014 WAS YEAR TWO OF MEEI'S THREE-YEAR PLAN. 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. Face Forward Collaboration: The Face Forward program is a collaboration with Mass General Hospital formed after the collapse of the R.O.S.E. Fund (Regaining One's Self Esteem). The program continues the charter of breaking the silence and the cycle of domestic violence and teen dating violence and abuse. Face Forward screens and refers to Mass. Eye and Ear survivors of domestic violence in need of reconstructive surgery. Mass. Eye and Ear's surgeons perform these life-altering surgeries free of charge. The Legacy Project: The Legacy Project is a grassroots effort to provide support to seniors who reside in Mission Hill. Leaders of the Legacy Project reach out to seniors living in both public housing developments and to those who are living alone, providing information about services and community events. The Legacy Project also hosts a range of educational sessions and activities in its space at the Tobin Community Center. Activities range from computer classes to exercise and dance to intergenerational forums. The Legacy Project aims to build community through inclusiveness and communication, and partners with Mass. Eye and Ear in its community benefit programming for seniors.
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. 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. Mission Hill Community Health Fair: Mass. Eye and Ear, Longwood, was out in full force at the Mission Hill Community Health Fair, an annual wellness event. Mass. Eye and Ear provided safety tips for hearing and vision protection and learned about disease prevention. Mission Hill Women's Health Group: Mass. Eye and Ear provided a physician to give a talk and answer questions about eye health at a meeting of the Mission Hill Women's group. The intention of the talk was to provide information for healthier vision. 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. 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. Internships/Coops: Mass. Eye and Ear provides internships and coops to help get young people interested in health care so they can better care for their communities. This program introduces students to the wide variety of careers in healthcare, helps them see how various hospital roles are intertwined, and gives them opportunities to broaden the circle of role models in their lives. Partners include the PIC program, John Hancock, YMCA Training, Inc, Northeastern University. The Tobin Community Center: The Tobin Community Center is one of 35 Boston Center for Youth and Families facilities which are located in every neighborhood in Boston. The Center provides recreational space and activities for youth and families, including basketball courts, workout space, a daycare facility, career learning center and a diverse range of programs and activities for all interests. The mission of BCYF is to enhance the quality of life for Boston's residents by supporting children, youth and families through a wide range of programs and services. The Center hosts Mass. Eye and Ear educational sessions. Mission Hill Youth Collaborative: The Mission Hill Youth Collaborative is a grassroots coalition of community-based organizations and institutions that promotes the well-being of the neighborhood's young people and their families through collaborative activities. MHYC brings together youth-serving organizations and institutions to address the needs of the community in light of changing economic and social conditions as well as institutional expansion. The members have advocated for more effective programming, improved resources, and built a support network for the Mission Hill youth workers, youth, and their families. John Hancock MLK Summer Scholars: The MLK Summer Scholars program addresses a critical need in the City of Boston - summer jobs for youth. Mass. Eye and Ear hires young people each summer. In additional to the experience gained on the job, interns get additional support through participation in weekly job readiness and life skills workshops. Mass. Eye and Ear provides a summer job to one MLK Scholar each summer. Boston Private Industry Council (PIC): The PIC is a public-private partnership that connects business, schools, government, labor, and community organizations to create innovative workforce solutions. PIC helps businesses develop the workforce they need and Boston residents gain access to career opportunities and higher incomes. The PIC connects youth and adults with education and employment opportunities. Mass. Eye and Ear hires 12 PIC students as summer interns. 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 $194,886 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 2014, MEEI'S NET CHAIRTY CARE TOTALLED $2,719,571, 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.
SCHEDULE H, PART VI, LINE 6: NOT APPLICABLE
SCHEDULE H, PART VI, LINE 7: LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT: MA
Schedule H (Form 990) 2014
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.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC 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 HOSPITAL
300 LONGWOOD AVE
BOSTON,MA02115
04-2774441 501(C)(3) 238,243       RESEARCH
(2) BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS ST
BOSTON,MA02115
04-2312909 501(C)(3) 331,750       RESEARCH
(3) JOHNS HOPKINS UNIVERSITY
600 N WOLF ST
BALTIMORE,MD21218
52-0595110 501(C)(3) 14,846       RESEARCH
(4) MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT ST
BOSTON,MA02114
04-2697983 501(C)(3) 518,281       RESEARCH
(5) MIT DIVISION OF HEALTH
77 MASS AVE
CAMBRIDGE,MA02139
04-2103594 501(C)(3) 22,717       RESEARCH
(6) MAYO CLINIC
200 1ST ST SW
ROCHESTER,MN55905
41-6011702 501(C)(3) 162,903       RESEARCH
(7) HARVARD MEDICAL SCHOOL
MASS HALL
CAMBRIDGE,MA02138
04-2103580 501(C)(3) 550,277       RESEARCH
(8) WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE RD
WORCESTER,MA01609
04-2121659 501(C)(3) 169,769       RESEARCH
(9) SCHEPENS EYE RESEARCH INSTITUTE
20 STANIFORD ST
BOSTON,MA02114
04-2129889 501(C)(3) 266,341       INSTITUTIONAL
(10) UNIVERSITY OF MIAMI
1400 NW 10TH AVE
MIAMI,FL33136
59-0624458 501(C)(3) 127,969       RESEARCH
(11) MEDICAL COLLEGE OF WISCONSIN
8701 WATERTOWN PLANK RD
MILWAUKEE,WI53226
39-0806261 501(C)(3) 37,142       RESEARCH
(12) MASSACHUSETTS EYE AND EAR ASSOCIATES INC
243 CHARLES STREET
BOSTON,MA02114
22-2658209 501(C)(3) 12,493,958       INSTITUTIONAL
(13) RHODE ISLAND HOSPITAL
593 Eddy Street
Providence,RI029034923
05-0258954 501(c)(3) 197,297       RESEARCH
(14) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SD
9500 Gilman Dr MC0934
San Diego,CA92023
95-6006144 501(C)(3) 49,975       RESEARCH
(15) HARVARD VANGUARD MEDICAL ASSOC INC
133 Brookline Avenue
Boston,MA02215
04-3397450 501(C)(3) 5,005       RESEARCH
(16) CASE WESTERN RESERVE UNIVERSITY
10900 Euclid Ave
Cleveland,OH441067015
34-1018992 501(c)(3) 250,134       RESEARCH
(17) SCHEPENS EYE RESEARCH INSTITUTE
20 STANIFORD ST
BOSTON,MA02114
04-2129889 501(C)(3) 457,169       RESEARCH
(18) Chicago Association for Research and Education
5000 South 5th Avenue
Hines,IL60141
36-3334177 501(C)(3) 126,572       RESEARCH
(19) University of Michigan
500 S State St
Ann Arbor,MI48109
38-6006309 501(C)(3) 12,111       RESEARCH
(20) University of Utah
201 S Pres Cir
Salt Lake City,UT84112
87-6000525 501(C)(3) 34,911       RESEARCH
(21) SALUS UNIVERSITY
8360 Old York Rd
Elkins Park,PA19027
23-1413680 501(C)(3) 106,846       RESEARCH
(22) PARTNERS HEALTHCARE
101 Merrimac Street
Boston,MA02114
04-3230035 501(C)(3) 197,353       RESEARCH
(23) NATIONWIDE CHILDREN'S HOSPITAL
700 Childrens Dr
Columbus,OH43205
31-6056230 501(C)(3) 26,223       RESEARCH
(24) PRESIDENT & FELLOWS OF HARVARD
Massachusetts Hall
Cambridge,MA02138
04-2103580 501(C)(3) 46,266       RESEARCH
(25) HARVARD SCHOOL OF PUBLIC HEALTH
10 Shattuck Street
Boston,MA02115
04-2103580 501(C)(3) 174,155       RESEARCH
(26) EMORY UNIVERSITY
1599 Clifton Rd 4th FL
Atlanta,GA30322
58-0566256 501(C)(3) 11,255       RESEARCH
(27) BIONIC EYE TECHNOLOGIES INC
4 Willow Lake Drive
Fishkill,NY12524
46-5766628 501(C)(3) 287,939       RESEARCH
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
27
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated 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. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, LINE 2: SUBRECIPIENT MONITORING POLICY AND PROCEDURES. Subawards are issued through a consortium agreement between the Massachusetts Eye and Ear Infirmary ("MEEI") 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 order balances can be monitored. Disbursement of funds for subawards require the written approval of the Principal Investigator ("PI"). Frequent progress reports and other forms of communication are required between the PI and the subrecipient institute to ensure that the scope of work is progressing at a satisfactory pace. Research Administration also conducts an annual inventory of institutions to which research has been sub awarded. A risk assessment matrix is employed, along with a review of the subrecepients most recent A133 audit report, to determine the level of risk regarding the sub recipient's ability to comply with federal guidelines.
Schedule I (Form 990) 2014


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, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used 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
 
No
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), 501(c)(4), and 501(c)(29) organizations 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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 (E) amounts for that individual.
(A) Name and Title (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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1ALAN K LONGVP RESEARCH ADMINISTRATION (i)
(ii)
193,523
...............................
0
16,979
...............................
0
19,204
...............................
0
8,844
...............................
0
1,045
...............................
0
239,595
...............................
0
0
...............................
0
2BARBARA SCULLYDIRECTOR PROF REV CYCLE (i)
(ii)
178,528
...............................
0
0
...............................
0
227
...............................
0
15,125
...............................
0
22,360
...............................
0
216,240
...............................
0
0
...............................
0
3CAROLANN WILLIAMSCFO & VP FINANCE AND ADMIN (i)
(ii)
382,394
...............................
0
53,931
...............................
0
540
...............................
0
10,787
...............................
0
21,432
...............................
0
469,084
...............................
0
0
...............................
0
4D BRADLEY WELLING MDDIRECTOR (i)
(ii)
0
...............................
679,676
0
...............................
72,000
0
...............................
14,570
0
...............................
35,750
0
...............................
20,049
0
...............................
822,045
0
...............................
0
5DEBRA ROGERSVP OPHTHALMOLOGY (i)
(ii)
231,741
...............................
0
25,000
...............................
0
13,355
...............................
0
4,926
...............................
0
6,644
...............................
0
281,666
...............................
0
0
...............................
0
6EILEEN O LOWELLCNO & VP PAT CARE SVS (i)
(ii)
257,074
...............................
0
18,640
...............................
0
1,459
...............................
0
16,247
...............................
0
22,705
...............................
0
316,125
...............................
0
0
...............................
0
7GLENN W BUNTINGVOICE & SPEECH CLINICAL DIR (i)
(ii)
179,877
...............................
0
1,200
...............................
0
4,283
...............................
0
19,499
...............................
0
22,429
...............................
0
227,288
...............................
0
0
...............................
0
8GREGORY J DONNELLYEXEC. DIRECTOR, CLINICAL SRVCS (i)
(ii)
180,456
...............................
0
10,000
...............................
0
3,632
...............................
0
15,094
...............................
0
22,740
...............................
0
231,922
...............................
0
0
...............................
0
9JAVIER BALLOFFETVP OPHTHALMOLOGY (i)
(ii)
108,853
...............................
0
50,000
...............................
0
9,437
...............................
0
2,152
...............................
0
9,824
...............................
0
180,266
...............................
0
0
...............................
0
10JEFFREY J PIKECHIEF OPERATING OFFICER (i)
(ii)
315,286
...............................
0
34,984
...............................
0
513
...............................
0
12,935
...............................
0
9,080
...............................
0
372,798
...............................
0
0
...............................
0
11JENNIFER STREETVP COMMUNICATIONS & PLANNING (i)
(ii)
314,196
...............................
0
45,582
...............................
0
789
...............................
0
13,329
...............................
0
23,145
...............................
0
397,041
...............................
0
0
...............................
0
12JOAN W MILLER MDDIRECTOR (i)
(ii)
0
...............................
712,454
0
...............................
80,000
0
...............................
19,822
0
...............................
35,750
0
...............................
23,635
0
...............................
871,661
0
...............................
0
13JOHN FERNANDEZPRESIDENT (i)
(ii)
730,682
...............................
0
109,600
...............................
0
810
...............................
0
235,750
...............................
0
23,635
...............................
0
1,100,477
...............................
0
0
...............................
0
14KENNETH E HOLMESCFO MEEA (i)
(ii)
235,149
...............................
0
15,098
...............................
0
24,029
...............................
0
16,847
...............................
0
27,620
...............................
0
318,743
...............................
0
0
...............................
0
15MARTHA PYLE FARRELLASSISTANT SECRETARY (i)
(ii)
258,241
...............................
0
27,500
...............................
0
725
...............................
0
8,935
...............................
0
23,335
...............................
0
318,736
...............................
0
0
...............................
0
16MAUREEN KELLEYASSISTANT SECRETARY (i)
(ii)
185,172
...............................
0
4,500
...............................
0
397
...............................
0
8,168
...............................
0
22,515
...............................
0
220,752
...............................
0
0
...............................
0
17MELISSA M PAULCHIEF DEVELOPMENT OFFICER (i)
(ii)
209,444
...............................
0
28,421
...............................
0
18,050
...............................
0
18,747
...............................
0
22,735
...............................
0
297,397
...............................
0
0
...............................
0
18MICHAEL RICCICHIEF INFORMATION OFFICER (i)
(ii)
232,318
...............................
0
8,000
...............................
0
221
...............................
0
9,599
...............................
0
22,628
...............................
0
272,766
...............................
0
0
...............................
0
19PHILLIP C JOHNSONDIR FINANCIAL OPERATIONS (i)
(ii)
181,726
...............................
0
5,000
...............................
0
18,268
...............................
0
21,389
...............................
0
22,787
...............................
0
249,170
...............................
0
0
...............................
0
20RACHEL WASSERSTROMVP OTOLARYNGOLOGY (i)
(ii)
200,134
...............................
0
12,500
...............................
0
260
...............................
0
4,175
...............................
0
19,749
...............................
0
236,818
...............................
0
0
...............................
0
21RALPH PELOSIDIRECTOR FACILITIES PLANNING (i)
(ii)
174,123
...............................
0
10,000
...............................
0
4,231
...............................
0
8,690
...............................
0
925
...............................
0
197,969
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART I, LINE 4B: John Fernandez participates in a Deferred Compensation arrangement with Massachusetts Eye and Ear. Under the agreement, Mr. Fernandez will be credited $200,000 for CALENDAR YEAR 2014. 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 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, approve a bonus program for certain individuals listed on the Schedule J. The program requires that supervisory personnel make the determination of (1) eligibility and (2) amount of bonus dollars based on overall job performance. The CEO of the Infirmary has the authority to (1) overrule recommendations made by supervisors and (2) make bonus determinations for Vice President 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) 2014

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 . . . . . . . . . . . . . . 3,320,000 10,861,001 7,814,649  
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 . . . . . . . . . . . . 5,074,593 91,391 58,806  
5 Capitalized interest from proceeds . . . . . . . . . . . 5,191,181 0 0  
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0  
7 Issuance costs from proceeds . . . . . . . . . . . . 1,243,623 95,209 61,507  
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0  
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . . 51,707,858 19,700,000 13,489,575  
11 Other spent proceeds . . . . . . . . . . . . . . 0 93,380 68,300  
12 Other unspent proceeds . . . . . . . . . . . . . . 13 0 0  
13 Year of substantial completion . . . . . . . . . . . . 2015 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
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    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .                
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 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 the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X X   X      
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .                
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . . X              
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X X   X      
4a 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 the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a 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? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X   X    
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
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? X   X   X      
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
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.
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.
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 IV, BOND (A), LINE 2C: A rebate calculation was performed for the bonds on October 13, 2015 for the rebate period ended September 30, 2015. No arbitrage rebate was due.
Schedule K (Form 990) 2014

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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), section 501(c)(4), and 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $ 0
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
(1)  
 
  62,036    
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
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 170,817 PATENT LICENSE PROCEEDS   No
(2) JOHN MILLER MD SON OF DIRECTOR 62,036 EMPLOYMENT AGREEMENT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
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) 2014

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
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 III, LINE 4A: Massachusetts Eye and Ear is a specialty hospital dedicated to excellence in the care of disorders that affect the eye, ear, nose, throat and adjacent regions of the head and neck. 2015 was an exceptional year : U.S. News & World Report ranked Mass. Eye and Ear #1 in the nation; growth throughout seventeen clinical locations; advancements in research; commitment to community; and the launch of two major technology transitions, PeopleSoft, which is the system Mass. Eye and Ear will use for all enterprise resource planning (payroll, general ledger, HR) and Epic, our new, unified patient care system. They are both considered the premier products in their field and have an impact on virtually every person in the Mass. Eye and Ear community. Research Ophthalmology Age-related Macular Degeneration Center of Excellence Preventing Vision Loss through Neuroprotection Researchers are investigating novel neuroprotection strategies for AMD, focusing on understanding the multiple pathways that lead to photoreceptor cell death in the retina and associated vision loss. While anti-angiogenesis treatments can be beneficial for patients with wet AMD, neuroprotection offers a potentially complementary treatment approach in cases where neuron loss continues to progress. Investigators in the Mass. Eye and Ear Angiogenesis Laboratory have identified the mode of death of cone cell photoreceptors in an animal model of retinitis pigmentosa. Demetrios Vavvas, MD, PhD; Joan W. Miller, MD; and colleagues have further demonstrated that receptor-interacting protein kinase-mediated program necrosis is a key mediator of photoreceptor cell loss and damage in animal models of inherited retinal degenerations and dry AMD. Kip Connor, PhD; Deeba Husain, MD; and other vision researchers at Mass. Eye and Ear found a significant increase in the immune system's alternative complement pathway following retinal detachment. Healthy photoreceptors have proteins that normally protect them from complement-mediated cell death. However, injured photoreceptors lose these proteins, and are selectively targeted by the alternative complement pathway, resulting in early photoreceptor cell death. Researchers were able to protect photoreceptors from cell death by blocking the alternative complement pathway. Inflammation and the Development of Dry AMD A collaborative effort among the laboratories of Patricia A. D'Amore, PhD, MBA; Bruce Ksander, PhD; Meredith Gregory-Ksander, PhD; and Kameran Lashkari, MD, at Schepens Eye Research Institute of Mass. Eye and Ear suggests that the inflammasome plays a role in the development of dry AMD. Retinal tissue from human donor eyes with AMD showed expression of components of the inflammasome, whereas retinal tissue from age-matched controls showed none. The inflammasome may represent a new target for the prevention or attenuation of AMD. Cornea Center of Excellence Limbal Stem Cell Deficiency Project Ula Jurkunas, MD; Ahmad Kheirkhah, MD; Kishore Reddy, PhD; Reza Dana, MD, MSc, MPH; and colleagues from the Center for Human Cell Therapy at Boston Children's Hospital, are studying a new method for growing cells from a patient's healthy eye and transplanting them onto the diseased eye. If successful, this intervention could offer hope for a significant number of blind patients worldwide. Researchers in other countries are investigating similar transplantation methods, but are using animal-derived cells. Aside from this Phase I trial, there are no known clinical trials in the United States studying a human-derived cell intervention. New Treatments for Dry Eye and Ocular Surface Disease Reza Dana, MD, MSc, MPH, and colleagues are participating in a multicenter study to determine the efficacy of fish oil supplements containing omega-3 fatty acids for dry eye. If proven to be effective, this could be this could be a new, safe, over-the-counter therapy for patients with dry eye disease. Also, Mass. Eye and Ear has teamed up with Rigel Pharmaceuticals to evaluate the efficacy of a novel eye drop to treat ocular surface disease in patients with ocular graft-versus-host disease, a common and serious complication in stem cell and bone marrow transplant recipients. Another study has Mass. Eye and Ear investigators teaming with Domp, a biopharmaceutical company, to test the efficacy of nerve growth factor in patients with non-healing corneal defects. Innovative Medical Therapies: From Eye Drops to Drug-Eluting Contact Lenses. In collaboration with colleagues at Boston Children's Hospital and Massachusetts Institute of Technology, Joseph Ciolino, MD, developed a drug-eluting contact lens that can deliver various pharmaceutical agents at a sustained therapeutic rate daily for a full month. Already, he and colleagues have successfully used the lens to deliver latanoprost, a common glaucoma medication. While still in development, this contact lens has the potential to benefit a diverse patient population. In support of these efforts, the Department of Defense awarded Dr. Ciolino and colleagues nearly $1 million in 2014. Glaucoma Center of Excellence Imaging in Three Dimensions Teresa Chen, MD, and Lucy Shen, MD, of Mass. Eye and Ear are advancing imaging techniques to aid in the early diagnosis and monitoring of patients with glaucoma and other retinal diseases. Dr. Chen focuses her research on 3D imaging of the eye using spectral domain optical coherence tomography (SD-OCT) and swept source imaging. Along with colleagues in the Glaucoma Center of Excellence and investigators at Massachusetts General Hospital, she was the first to image the human eye in vivo with video-rate SD-OCT, a widely used imaging modality for the care of glaucoma patients. With SD-OCT, ultra-high resolution 3D video imaging of the optic nerve and the retina is possible. Dr. Shen conducted a research study that imaged the glaucomatous optic nerve using 3D swept-source optical coherence tomography (SS-OCT). Since then, 3D images of more than 1,000 patients have been captured using this imaging technology. These images are playing a key role in developing newer methods of detecting microscopic changes in the optic nerve and surrounding nerve tissues, which are affected in glaucoma disease. New Insights into Exfoliation Glaucoma Exfoliation glaucoma is an age-related systemic disease that manifests itself primary in the eyes. As little is known about its cause, increased attention has been given to understanding the role of the environment, diet, and lifestyle in this disorder. Louis Pasquale, MD, and Janey Wiggs, MD, PhD, of Mass. Eye and Ear, along with colleagues at Brigham and Women's Hospital, found that living in the middle or southern United States was associated with a decreased risk of exfoliation glaucoma when compared to the northern states. In another study, researchers found a link between caffeinated coffee consumption and the development of exfoliation glaucoma. Diabetic Eye Disease Center of Excellence Understanding Diabetic Retinopathy in African Americans Diabetes is one of the most serious health problems that the African American community faces today. By drawing patients from the Jackson Heart Study patient population (African Americans with cardiovascular disease), Lucia Sobrin, MD, MPH, and colleagues are investigating the genetic profiles of patients who develop retinopathy with those who do not develop the disease. Understanding these genetic factors may lead to insights about novel molecular pathways that are involved in the advancement of diabetic retinopathy and consequently lead to the identification of new treatment targets. Identifying non-genetic risk factors associated with progression is also important because this knowledge can be used to counsel patients on lifestyle changes (smoking, diet, etc.) that may lower their risks of developing the late stages of diabetic retinopathy. Mobility Enhancement and Vision Rehabilitation Center of Excellence Prism Glasses for Hemianopia Alex Bowers, PhD, and colleagues published the first multicenter randomized controlled clinical trial of a prismatic correction for hemianopia. This study represents a major step forward in the field and establishes an evidence base for the efficacy of peripheral prism glasses for hemianopia. The prism device itself was invented by Eli Peli, MSc, OD, at Schepens Eye Research Institute of Mass. Eye and Ear, where many early clinical trials were conducted. Video Games Teach Navigational Skills To better understand the brain's role in wayfinding, Lotfi Merabet, OD, PhD, MPH, and colleagues used functional neuroimaging to show that the region of the brain associated with navigation skills, independence, and visual information becomes activated during gaming. This suggests that information learned through video games translates into interactive "mind maps" in the gamer's brain that can be later called upon for way finding. Ocular Oncology Center of Excellence Limitations of Metformin
Kinga Bujakowska, MD, and colleagues demonstrated that metformin, an anti-diabetic drug, inhibited the in vitro proliferation of retinoblastoma cells at levels well above those tolerated in vivo. This suggests that metformin's potential anticancer effects, observed in epidemiological studies, may be limited to specific tumor types, and/or related to indirect mechanisms not observed under laboratory conditions. Verteporfin, Possible Adjuvant for Retinoblastoma Joan W. Miller, MD; Evangelos Gragoudas, MD; and Demetrios Vavvas, MD, PhD, demonstrated a novel role of the YAP-TEAD pathway in retinoblastoma, as well as the therapeutic potential of verteporfin as an adjunctive therapy when treating patients with retinoblastoma. Verteporfin without light activation was found to be a potent inhibitor of retinoblastoma cell growth, disrupting proto-oncogenes downstream of the YAP-TEAD signaling pathway and downregulating the pluripotent marker OCT4. Infectious Disease Institute (IDI) New Diagnostic Tests Michael Gilmore, PhD; James Chodosh, MD, MPH; Marlene Durand, MD; Lucia Sobrin, MD, MPH; Suzanne Freitag, MD; Lucy Young, MD, PhD; and Wolfgang Haas, PhD, have begun to develop and implement new diagnostic tests to detect difficult-to-diagnose infections of the eye. As current methods require days to yield results, the long-term goal is to develop new rapid diagnostic technologies that can detect a range of pathogens within hours. In collaboration with the clinical microbiology laboratory, clinicians are working to develop, and receive clinical laboratory improvement amendments (CLIA) approval, for state-of-the-art rapid PCR diagnosis of viral infections of the eye to speed patient diagnosis and treatment. Ocular Genomics Institute (OGI) Researchers Resurrect Ancient Viruses in Hopes of Improving Gene Therapy Luk Vandenberghe and colleagues have reconstructed an ancient virus that is highly effective at delivering gene therapies to the liver, muscle, and retina. This approach, published July 30, 2015 in Cell Reports, could be used to design a new class of genetic drugs that are safer and more potent than those currently available. Dr. Vandenberghe and his colleagues hope to use they knowledge gained in this study to design next-generation viruses for use as vectors in gene therapy." EFEMP1 Gene Mutation in Doyne Honeycomb Retinal Dystrophy/Malattia Leventinese Eric Pierce, MD, PhD; Donita Garland, PhD; and colleagues used proteomic analyses to identify the proteins present in the basal deposits of Efemp1-R345W mice-a model of Doyne honeycomb retinal dystrophy/malattia Leventinese. In humans, this inherited macular degeneration is caused by mutations in the EFEMP1 gene, which encodes an extracellular matrix protein. Researchers showed that the basal deposits are composed of normal extracellular matrix components that are present in abnormal amounts. The proteomic analyses also suggest that the altered extracellular matrix stimulates a local immune response, including activation of the complement system. Ocular Regenerative Medicine Institute (ORMI) First to Regrow Fully Functional Human Corneas in Mice Bruce Ksander, PhD, and post-doctoral fellow Evi Kolovou, MD, as well as other ORMI members - James Zieske, PhD, and Meredith Gregory-Ksander, PhD - identified ABCB5 as a marker of limbal stem cells, which are necessary for corneal development and repair. As a result, Drs. Ksander and Kolovou were able to use antibodies detecting ABCB5 to target the stem cells in tissue from deceased human donors, and use them to regrow anatomically correct, fully functional human corneas in mice. The ability to prospectively identify and isolate limbal stem cells will greatly enhance the success of corneal regeneration in patients with a limbal stem cell deficiency. Otolaryngology Basic Science Non-canonical pathway from cochlea to brain signals tissue-damaging noise A team of researchers, including M. Charles Liberman, Ph.D., published a paper showing that the unmyelinated fibers in the cochlear nerve, whose function has remained unknown, respond to hair cell damage in the inner ear and thus likely constitute the nociceptive pathway of the auditory periphery responsible for signaling auditory pain. This discovery could help lead to the development of therapies for hyperacusis, the debilitating hypersensitivity to moderate level sounds that sometimes occurs following acoustic injury. Flores EN, Duggan A, Madathany T, Hogan AK, Mrquez FG, Kumar G, Seal RP, Edwards RH, Liberman MC, Garca-Aoveros J. A non-canonical pathway from cochlea to brain signals tissue-damaging noise. Curr Biol. 2015 Mar 2;25(5):606-12. New system could be used to treat deafness, other genetic conditions A team of researchers including Zheng-Yi Chen, Ph.D., developed a system that uses commercially available molecules, cationic lipids, to efficiently deliver genome-editing proteins into cells, and have even demonstrated that the technology can be used to perform genome editing in living animals. They believe that delivering genome-editing proteins into cells could offer hope to patients suffering from a host of conditions, including certain diseases of the eye, ear, liver, muscles and blood. Dr. Chen's team will use the newly developed system to modify genes in specialized hair cells in the inner ears of mice to pursue new protein-based therapies for hearing loss. Zuris JA, Thompson DB, Shu Y, Guilinger JP, Bessen JL, Hu JH, Maeder ML, Joung JK, Chen ZY, Liu DR. Cationic lipid-mediated delivery of proteins enables efficient protein-based genome editing in vitro and in vivo. Nat Biotechnol. 2015 Jan;33(1):73-80. Researchers find salicylates, a class of NSAIDs, stop growth of vestibular schwannomas A team of researchers including Konstantina Stankovic, M.D., Ph.D., FACS, demonstrated that salicylates, a class of non-steroidal inflammatory drugs (NSAIDs), reduced the proliferation and viability of cultured vestibular schwannoma cells that cause a sometimes lethal intracranial tumor that typically causes hearing loss and tinnitus. Dilwali S, Kao SY, Fujita T, Landegger LD, Stankovic KM. Nonsteroidal anti-inflammatory medications are cytostatic against human vestibular schwannomas. Transl Res. 2015 Jan 7. P-glycoprotein inhibitor may lead to new therapies for chronic rhinosinusitis with nasal polyps Chronic rhinosinusitis with nasal polyps is a lifelong inflammatory disease of the sinuses. The causes of this disease are poorly understood and, consequently, treatment options are limited to steroids, which have many negative side effects. Benjamin S. Bleier, M.D., and members of his laboratory have discovered that a cellular pump, P-glycoprotein, is overactive in these patients and may be responsible for the high levels of inflammation seen in these patients. Dr. Bleier demonstrated that Verapamil, an inhibitor of P-glycoprotein, can block the release of some of the cytokines specifically involved in polyp-related inflammation. These results not only point the way towards a better understanding of what causes chronic rhinosinusitis with nasal polyps, but they also open the door to new therapeutic options. Bleier BS, Kocharyan A, Singleton A, Han X. Verapamil modulates interleukin-5 and interleukin-6 secretion in organotypic human sinonasal polyp explants. Int Forum Allergy Rhinol. 2015 Jan;5(1):10-3. Immediate and delayed cochlear neuropathy after noise exposure in pubescent mice A team of researchers from Mass. Eye and Ear/Harvard Medical School, including Konstantina M. Stankovic, M.D., Ph.D., with collaborators from the University of Copenhagen, has shed further light on the acute loss of synapses on sensory inner hair cells, which contributes to hidden hearing loss. The researchers explored whether cochlear synaptopathy followed by neuropathy occurred after noise exposure in pubescence. They also defined the noise levels at which neuropathic damage occurs, and compared those levels to non-neuropathic noise levels. The data demonstrated a fine line between neuropathic and non-neuropathic noise levels associated with temporary threshold shift in the pubescent cochlea. Jensen JB, Lysaght AC, Liberman MC, Qvortrup K, Stankovic KM. Immediate and delayed cochlear neuropathy after noise exposure in pubescent mice. PLoS One. 2015 May 8;10(5):e0125160. Delivery of bisphosphonates to the inner ear Researchers from Mass. Eye and Ear/Harvard Medical School, including David H. Jung, M.D., Ph.D., found that bisphosphonates, potent inhibitors of bone remodeling, can be delivered directly to the mammalian cochlea without damaging the inner ear. This is potentially important for the treatment of otosclerosis, a bone metabolism disorder that results in hearing loss. The work also contributes to an understanding of where drugs go when they are delivered to the cochlea; therefore, the paper has broader implications for treatment of other ear diseases.
Kang WS, Sun S, Nguyen K, Kashemirov B, McKenna CE, Hacking SA, Quesnel AM, Sewell WF, McKenna MJ, Jung DH. Non-ototoxic local delivery of bisphosphonate to the mammalian cochlea. Otol Neurotol. 2015 Jul;36(6):953-60. Researchers Develop Techniques to Bypass Blood-Brain Barrier, Deliver Drugs to Brain and Nervous System A team of researchers from Mass. Eye and Ear/Harvard Medical, including Benjamin S. Bleier, M.D., using a neuroprotective model, successfully prevented the development of Parkinson's disease in a mouse model using nasal mucosal grafting to deliver glial derived neurotrophic factor (GDNF)-a known therapeutic protein shown to delay or even reverse disease progression in Parkinson's disease-to the brain and central nervous system. They showed through behavioral and histological data that their delivery method was equivalent to direct injection of GDNF-the current gold standard for delivering this drug in Parkinson's disease-in diffusing drugs to the brain. Bleier BS, Kohman RE, Guerra K, Nocera AL, Ramanlal S, Kocharyan AH, Curry WT, Han X. Heterotopic Mucosal Grafting Enables the Delivery of Therapeutic Neuropeptides Across the Blood Brain Barrier. Neurosurgery. 2016 Mar;78(3):448-57. Bioengineering Researchers demonstrate functionality of key component in the development of an implantable inner ear drug delivery device A team of researchers from Draper continues their collaboration with faculty at Mass. Eye and Ear, including Sharon G. Kujawa, Ph.D., Michael J. McKenna, M.D., and William F. Sewell, Ph.D., to develop an implantable drug delivery device for the treatment of sensorineural hearing loss. The device addresses one of the most significant challenges in restoring hearing, the blood-cochlear barrier, by delivering precise quantities of one or more drugs in a timed sequence to the inner ear to regrow sensory cells. A recent study demonstrated functionality of a key component of the device-the micropump delivering drugs to the cochlea. Tandon V, Kang WS, Spencer AJ, Kim ES, Pararas EE, McKenna MJ, Kujawa SG, Mescher MJ, Fiering J, Sewell WF, Borenstein JT. Microfabricated infuse-withdraw micropump component for an integrated inner-ear drug-delivery platform. Biomed Microdevices. 2015 Apr;17(2):9923. Light-based activation of the auditory system Elliott D. Kozin, M.D., A. Ed Hight, M.S., M. Christian Brown, Ph.D., Daniel J. Lee, M.D., and colleagues from MIT have demonstrated the ability to stimulate the auditory system with light. They found in a murine auditory brainstem implant model that the central auditory pathway could be sensitized to light by delivery of novel light sensitive proteins called "opsins." Prior reports by this group demonstrated that older generations of opsins may be too slow to encode speech information. However, a new opsin, developed by collaborators at MIT, called Chronos, may have the kinetics fast enough to form the basis of a light-based auditory implant. These findings have implications for the future auditory neuroprosthetics, as well as improved outcomes in patients with cochlear and auditory brainstem implants. Hight AE, Kozin ED, Darrow K, Lehmann A, Boyden E, Brown MC, Lee DJ. Superior temporal resolution of chronos versus channelrhodopsin-2 in an optogenetic model of the auditory brainstem implant. Hear Res. 2015 Apr;322:235-41. Clinical Practice Disparities in emergency department utilization for acute sinusitis A team of rhinologists, including senior author Ahmad R. Sedaghat, M.D., Ph.D., recently published a series of assessments related to emergency department utilization for acute sinusitis. In this study, researchers have shown that hundreds of thousands of individuals continue to utilize emergency departments annually for uncomplicated acute sinusitis-a non-urgent condition that can be appropriately managed in outpatient clinics-and also showed a correlation with Medicaid insurance. Though previous studies have suggested that individuals with Medicaid are less likely to be satisfied with the quality of their primary care encounters and have more difficulty getting access to clinic appointments in a timely manner, this study found that there were no disparities in quality of acute sinusitis primary care for patients with Medicaid. In fact, physicians were found to spend more time with Medicaid patients compared to patients with private insurance. Scangas GA, Ishman SL, Bergmark RW, Cunningham MJ, Sedaghat AR. Emergency department presentation for uncomplicated acute rhinosinusitis is associated with poor access to health care. Laryngoscope. Laryngoscope. 2015 Oct;125(10):2253-8. Bergmark RW, Ishman SL, Scangas GA, Cunningham MJ, Sedaghat AR. Insurance status and quality of outpatient care for uncomplicated acute rhinosinusitis. JAMA Otolaryngol Head Neck Surg. 2015 Jun;141(6):505-11 Correction of the alar base in patients with flaccid facial paralysis Faculty from the Facial Nerve Center at Mass. Eye and Ear, including Tessa A. Hadlock, M.D., and Robin W. Lindsay, M.D., prospectively studied the effect of placement of a fascia lata sling placement for correction of external nasal valve compromise in 68 patients with flaccid facial paralysis, utilizing a validated disease specific quality of life outcome survey, the Nasal Obstruction Symptom Evaluation (NOSE) scale. Ratings were ascertained preoperatively and postoperatively. Sixty patients completed a NOSE survey prior to surgical intervention and 40 completed the survey after intervention. There was a statistically significant difference in NOSE scores after fascia lata sling (Wilcoxin signed-rank test, p<0.001). All patients had improvement in their nasal obstruction, which persisted uniformly in follow-up. Lindsay RW, Bhama P, Hohman M, Hadlock TA. Prospective evaluation of quality-of-life improvement after correction of the alar base in the flaccidly paralyzed face. JAMA Facial Plast Surg. 2015 Mar 1;17(2):108-12. Use of intraoperative CT scanning for maxillofacial reconstructive surgery An important part of intraoperative decision making, intraoperative computed tomography (CT) provides surgeons with real-time feedback during maxillofacial trauma and reconstructive surgery. A team of researchers including David A. Shaye, M.D., recently published a study evaluating a variety of factors, including the time needed to perform intraoperative CT scans during maxillofacial surgery and to identify the characteristics of cases that required intraoperative revision based on the results of an intraoperative CT scan. In the study, which reviewed 38 cases, the authors concluded that current intraoperative CT scanning techniques are rapid, averaging 14.5 minutes per case, and that intraoperative revisions were most common in complex cases. They recommend that surgeons use intraoperative CT imaging for maxillofacial reconstruction, especially in complex procedures. Shaye DA, Tollefson TT, Strong EB. Use of intraoperative computed tomography for maxillofacial reconstructive surgery. JAMA Facial Plast Surg. 2015 Jan 8. Outcomes in professional voice artists undergoing thyroidectomy A team of researchers including Ramon A. Franco, M.D., Gregory W. Randolph, M.D., and Phillip Song, M.D., published a quantitative analysis of pre- and postoperative neural-monitored thyroid surgery voice outcomes in a unique series of professional singers/voice users. Utilizing three validated vocal instruments, the Voice Handicap Index (VHI), the Singing Voice Handicap Index (SVHI) and the Evaluation of Ability to Sing Easily (EASE), researchers surveyed the outcomes of 27 vocal professionals undergoing thyroidectomy with the assistance of nerve monitoring technology. They also studied objective outcome measures such as final intraoperative EMG amplitude, the time to return to performance and vocal parameters affected. The authors concluded that with nerve monitoring technology, thyroidectomy-including those for thyroid malignancy-is safe in professional voice users, showing that there were no changes in three different voice/singing instruments and that 100 percent returned to performance. Randolph G, Sritharan N, Song P, Franco R, Kamani D, Woodson G. Thyroidectomy in the professional singer-neural monitored surgical outcomes. Thyroid. 2015 Mar 19.
Voice outcomes after total laryngopharyngectomy reconstruction A team from Mass. Eye and Ear/Harvard Medical School, including Daniel G. Deschler, M.D., FACS, analyzed voice-related outcomes of more than 40 cases of reconstruction after total laryngectomy or total laryngopharyngectomy-the most thorough and rigorous study of tracheoesophageal voice in reconstructed patients to date. Using a strict protocol developed by this group, subjective and objective speech analysis was combined with three quality of life assessments to demonstrate that although speech in reconstructed patients was inferior to speech in patients who did not require reconstruction, reconstructed patient speech was effective and dependable. The study also demonstrated that speech was not significantly different for patients reconstructed with the radial forearm free flap compared to patients reconstructed with the jejunal free flap. Deschler DG, Herr MW, Kmiecik JR, Sethi R, Bunting G. Tracheoesophageal voice after total laryngopharyngectomy reconstruction: Jejunum versus radial forearm free flap. Laryngoscope. 2015 Jul 21. Emergency department utilization for sinus disease Emergency department (ED) utilization for conditions that can be readily treated at primary care offices is a source of considerable, unnecessary healthcare expenditure. Unnecessary ED utilization can reflect problems with primary care physician access, quality of care, treatment patterns, patient symptoms, or other factors. Researchers from Mass. Eye and Ear/Harvard Medical School, including Ahmad R. Sedaghat, M.D., Ph.D., have used uncomplicated acute rhinosinusitis (ARS) as a paradigm for a common condition that is most appropriately treated in the primary care setting. They previously showed that individuals with Medicaid and the uninsured are disproportionately more likely to use the ED for uncomplicated ARS. They subsequently found evidence that ED use for uncomplicated ARS by Medicaid patients may be partially related to poor access to primary care providers while ED use by the uninsured may be related to the greater severity of their ARS symptomatology. Bergmark RW, Ishman SL, Scangas GA, Cunningham MJ, Sedaghat AR. Socioeconomic determinants of overnight and weekend emergency department use for acute rhinosinusitis. Laryngoscope. 2015 May 27. Radiology Educational Highlights: The radiologists wrote or participated in 40 papers including: Boes AD, Caruso P, Duhaime AC, Fischl B. FreeSurfer is useful for early detection of Rasmussen's encephalitis prior to obvious atrophy. Dev Med Child Neurol. 2015 July 15. Cohen AR, Caruso P, Duhaime AC, Klig JE. Feasibility of "rapid" magnetic resonance imaging in pediatric acute head injury. Am J Emerg Med. 2015 Jul;33(7):887-90. Kolodny E, Fellgiebel A, Hilz MJ, Sims K, Caruso P, Phan TG, Politei J, Manara R, Burlina A. Cerebrovascular involvement in Fabry disease: Current status of knowledge. Stroke. 2015 Jan;46(1):302-13. Diercks GR, Cunnane MB, Hartnick CJ. Laryngeal mask airway may result in false negative imaging for carotid medicalization: A case report. Int J Pediatr Otorhinolaryngol. 2015 Oct 13. Freitag SK, Cunnane MB, Yoon MK, Barnes JA, Winkfield KM, Sohani AR. Case records of the Massachusetts General Hospital-Case 18-2015: A 41 y/o woman with decreased vision in the left eye and diplopia. N Engl J Med. 2015 Jun 11;372(24):2337-45. Noij KS, Remenschneider AK, Kozin ED, Puram S, Herrmann B, Cohen M, Cunnane MB, Lee DJ. Direct parasagittal magnetic resonance imaging of the internal auditory canal to determine cochlear or auditory brainstem implant candidacy in children. Laryngoscope. 2015 Oct;125(10):2382-5. Curtin HD. Imaging of conductive hearing loss with a normal tympanic membrane. Am J Roentgenol. 2015 Oct 22:1-8. Quesnel AM, Nadol JB, Nielsen GP, Curtin HD, Lesperance MM. Temporal bone histopathology in NOG-symphalangism spectrum disorder. Otol Neurotol. 2015 Oct. 12. Raghavan D, Lee TC, Curtin HD. Cholesterol granuloma of the petrous apex: A 5 year review of radiology reports with follow-up of progression and treatment. J Neurol Surg B Skull Base. 2015 Aug:76(4):266-71. Juliano AF, Ginat DT, Moonis G. Imaging review of the temporal bone: Part II, traumatic, postoperative and noninflammatory nonneoplastic conditions. Radiol. 2015 Sep;276(3):655-72. Ho ML, Juliano AF, Eisenberg RL, Moonis G. Anatomy and pathology of the facial nerve. Am J Roentgenol. 2015 Jun;204(6):W612-9. Ochoa EM, Juliano AF, Curtin HD. Interior displacement of the lower belly of the lateral pterygoid muscle: A sign of temporomandibular joint lesions. J Comput Assist Tomogr. 2015 May-Jun;39(3):340-2. Grob SR, Jakobiec FA, Rashid A, MacIntosh P, Kelly H, Fay A. Pediatric optic nerve meningioma: Diagnostic and therapeutic challenges. Ophthal Plast Reconstr Surg. 2015 Jan. 12. Lookabaugh S, Kelly H, Carter MS, Niesten ME, McKenna MJ, Curtin HD, Lee DJ. Radiologic classification of superior canal dehiscence: Implications for surgical repair. Otol Neurotol. 2015 Jan;36(1):118-25. FORM 990, PART III, LINE 4B: Education Academic Programs Ophthalmology -24 Residents -22 Clinical Fellows -119 Research Fellows -Two new clinical fellowships have been initiated: Medical Retina (Directors: Drs. Magda Krzystolik and Paul Greenberg), and Anterior Segment (Director: Dr. Kathryn Hatch) Otolaryngology -18 Residents -11 Clinical Fellows -55 Research Fellows -2 Research Residents -5 additional PGY-1 residents from surgical programs Educational Highlights Ophthalmology Symposia and Conferences: -Alcon Research Institute Symposium, September 18-19, 2015 -Special Grand Rounds - New England Journal of Medicine Clinicopathologic Conference, September 24, 2015 -Annual Meeting and Alumni Reunion: More than 300 HMS Department of Ophthalmology faculty, alumni, and trainees gathered for a three-day meeting and set of events May 29 - 31, 2015. New Course Uveitis Instruction Course Established in 2015, the Uveitis Instruction Course at Mass. Eye and Ear is a one-day event for ophthalmology residents, fellows, medical students and practicing ophthalmologists from Boston and the surrounding New England area. During the course, participants review the diagnosis and treatment of common uveitis conditions in addition to diagnostic testing, imaging, and treatment approaches to ocular inflammatory diseases. Otolaryngology This year we celebrated the graduation of the Class of 2015 at a June 26th ceremony held in the Meltzer Auditorium at Mass. Eye and Ear. Our outstanding graduates included residents Margaret S. Carter, M.D., Kyle J. Chambers, M.D., Sunshine M. Dwojak, M.D., MPH, Allan C. Lam, M.D., and Matthew C. Mori, M.D. We also celebrated the graduation of six clinical fellows: -Caroline A. Banks, M.D., Facial Plastic and Reconstructive Surgery -Neerav Goyal, M.D., Head and Neck Surgical Oncology/Microvascular -Inna A. Husain, M.D., Laryngology -Rahul Modi, M.D., Thyroid and Parathyroid Surgery -Ahmad R. Sedaghat, M.D., Ph.D., Rhinology -William Yao, M.D., Rhinology Following graduation, we welcomed several new trainees in otolaryngology at Mass. Eye and Ear. The HMS Otolaryngology Residency Program recently received approval from ACGME to accept five residents per year. This represents a permanent increase from our previous agreement to accept classes of four or five residents on alternating years. Therefore, this year, five new residents joined the program, including Vivek Kanumuri, M.D., Ashton Lehmann, M.D., Katie Phillips, M.D., Yen Rin, M.D., Ph.D., and Rosh Sethi, M.D., MPH. We also welcomed two new clinical fellows: -Erez S. Davidi, M.D., Neskey-Coghlan Fellowship in Balance and Vestibular Disorders -Tjoson Tjoa, M.D., Head and Neck/Microvascular In other education news, we continue to enjoy our state-of-the-art Otolaryngology Surgical Training Laboratory and have held several major courses there over the past year, from resident dissection courses to CME courses with international attendees. The first fellow for the Neskey-Coghlan Fellowship for Balance and Vestibular Disorders, a one-year post-residency fellowship program based at Mass. Eye and Ear, was selected in July 2015. Mass. Eye and Ear recently established the Lauer Tinnitus Research Center, a research program dedicated to cultivating a deeper understanding of tinnitus and alleviating the condition through the development and evaluation of both medical and rehabilitative treatments. The Center represents a major investment in tinnitus research from scientists of the Eaton-Peabody Laboratories, including M. Charles Liberman, Ph.D., Jennifer Melcher, Ph.D., Daniel Polley, Ph.D., and Konstantina Stankovics, M.D., Ph.D, FACS. Through the generosity of a grateful patient donor, Mass. Eye and Ear has endowed the annual Saumil N. Merchant, M.D., Lecture in Otolaryngology, to be held every year at the American Otological Society meeting.
New Textbook: Christopher J. Hartnick, M.D., authored a new textbook, Surgical Correction of Pediatric Velopharyngeal Insufficiency, with first author Nikhila Raol, M.D., a clinical fellow in Pediatric Otolaryngology at Mass. Eye and Ear. The book was published by Karger Publishers. FORM 990, PART III, LINE 4C: Clinical Care Ophthalmology -Mass. Eye and Ear is one of the first hospitals in New England to offer the most advanced technology available for cataracts - femtosecond laser-assisted cataract surgery. Originating in Europe and approved by the FDA in 2010, this computer-aided method offers patients a less invasive, more precise approach than traditional cataract surgery. The advanced technology also enables a level of precision not attainable with traditional surgical methods and, for example, can be used to perform capsulotomy, one of the more challenging steps in cataract surgery. Mass. Eye and Ear surgeons, Roberto Pineda II, MD, Sherleen Chen, MD, Kathryn Hatch, MD, and Christian Song, MD, are among a handful of surgeons in the Boston area certified to offer patients this procedure. -Minimally invasive glaucoma surgery (MIGS) is a new procedure used to manage glaucoma. Considered generally safer than traditional glaucoma surgery, MIGS lowers intraocular pressure while limiting surgical manipulation of both the sclera and conjunctiva. As a result, patients undergoing MIGS often recover more quickly. Ambika Hoguet, MD, of Mass. Eye and Ear conducts MIGS on adults with glaucoma, especially those who also need cataract surgery. -Janey Wiggs, MD, PhD, directs the OGI's Clinical Laboratory Improvement Amendments (CLIA) certified service, which offers comprehensive genetic diagnostic testing for inherited eye diseases, including inherited retinal degenerations (IRDs), optic atrophy, strabismus, and glaucoma via the Genetic Eye Disease (GEDi) test. The GEDi test provides a more accurate diagnoses than other testing methods, such as whole-exome sequencing. It has been used to analyze more than 300 samples, including those submitted by investigators at Mass. Eye and Ear and from outside institutions. The enhanced diagnostic capability of the GEDi test may help improve genetic counseling and facilitate the use of focal ocular treatments and therapies, including gene therapies. -Gang Luo, PhD, created the SuperVision+ Goggles app to provide a low cost solution for head mounted vision enhancement devices for the visually impaired. The free app for iPhones (iOS) is designed to be used together with 3D virtual reality glasses, widely available off-the -shelf products. The app features include 10x zoom, a flashlight, enhanced image contrast, autofocus, head movement control, and image stabilization. When used with an iPhone and Google cardboard glasses, this app can be used to make an inexpensive, hands-free device. New Equipment and Technology Ophthalmology Clinical Cirrus OCT 5000 (3) Zeiss with Visupac Image Processing (2) Cirrus OCT 4000 Excimer 500 Laser & Topography Hopkins O'Telescope & Portable LED Brite Lite Source VuMax Ultrasound System, Transducer, Scan Cap Kit, Probe Marco BAT Brightness Acuity Tester (9) Octopus 900 Pro System & Reliance Stool Konan Specular Microscope Cell Chek XL Touch System Coherent Opal Photo Activation PDT Laser w/ Haag Streit Laser Link & Carry case Research 58`PR Centrifuge with 5 x 500 RTR FemtoJet 4x Microinjector Leica SP8 Confocal Microscope Thermo backup core freezer Dionex HPLC Life Tech StepOne PCR Eppendorf 170S Incubator Swept source OCT COMMUNITY SERVICE ACTIVITIES Local/Regional Community Forums, Lectures and Special Events Yewlin Chee, MD, spoke at a Public Safety Committee hearing regarding firework laws. She shared her perspective having seen firsthand the devastation that fireworks eye injuries can cause to patients and their families. Dr. Chee, who is a former Chief Resident at Mass. Eye and Ear, saw two patients with open globe injuries caused by fireworks, and was responsible for caring for patients in the emergency room over the July 4th weekend during her tenure. Support Groups The Mass. Eye and Ear Ocular Plastic Surgery Service hosted a quarterly Thyroid Eye Disease support group, which is led by Suzanne Freitag, MD. This support group is run in collaboration with the Graves Disease and Thyroid Foundation along with MGH endocrinology and Dr. Greg Randolph of Mass. Eye and Ear ENT. Participating faculty include Drs. Michael Yoon, Daniel Lefebvre, Grace Lee, and Dean Cestari of Mass. Eye and Ear; and Benjamin Bleier of Mass. Eye and Ear ENT. Mass. Eye and Ear Vision Rehabilitation Support Group runs weekly for 8 weeks in the Vision Rehabilitation Clinic, and is led by a Mass. Eye and Ear social worker and a social worker who has low vision. Screenings Mass. Eye and Ear's Yan Jiang, OD, led a free vision clinic for students taking part in the Year Up Boston Program, which gives young adults from underserved communities the tools required to plan their careers and to thrive in a business environment. The MEE Longwood office team held another screening in May. Each year, a team from Mass. Eye and Ear and Children's Hospital Ophthalmology Foundation conduct vision screenings for middle-school students at Camp Harbor View. In 2015 - the event's 9th year running - staff screened 246 children in total. During the July effort, Drs. Kimberley Chan, Miin Roh, Scott Barb, and Matt Goodman, worked closely with ophthalmic technicians and Mass. Eye and Ear volunteers to administer screenings to 137 campers. In August, 109 campers were screened, of whom 21 will be seeing their primary care providers for follow-up and 12 were referred for specialty care. National Drs. Jason Comander and Leo Kim participated in the Alliance for Eye and Vision Research (AEVR) Emerging Vision Scientists Program. This program allows scientists to meet with members of Congress to discuss the importance of vision research in the continuing fight to prevent blindness. Otolaryngology Expansions The Department of Otolaryngology opened an ORL Clinic at the Mass. Eye and Ear Longwood satellite office in July 2015. Noah Siegel, M.D., is serving as Medical Director of the practice. This ambulatory clinic has an allergy room, audiology services, and vestibular rehab services, among other services. Renovations Eaton-Peabody Laboratory at Mass. Eye and Ear went under some renovations this fiscal year, which included: infrastructure improvements to the C400 suite to increase access to air, vacuum, electrical and data ports, and renovations in C454J to accommodate desks and storage solutions for four pre-doctoral and postdoctoral trainees. The adjacent room was refurbished to accommodate six small sound chambers and computer workstations. Community Service Activities Faculty and staff in the Otolaryngology Department engage in a variety of community service activities throughout the year. From free, public cancer screenings for skin cancer and head and neck cancer to public seminars on hearing loss, sinus disease and thyroid cancer, our team is dedicated to promoting public health through prevention and raising awareness in the community. -Onsite Head and Neck Cancer Screening at main campus -Expanded Public Forums, including "Sinusitis Seminar" and "Thyroid Conference" Radiology New Equipment and Technology -A 3D Accuitomo cone beam CT system was purchased in 2015 after completion of a trial period. This system is located at the main hospital Radiology department. This non-contrast CT system offers superb image quality of the temporal bone. -The siting and evaluation process for a 2nd MRI system is near complete. Findings will be presented to the executive leadership for hopeful approval.
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 MANAGER OF INVESTMENTS AND FOUNDATION ACCOUNTING. 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 LEGAL COUNSEL 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 LEGAL COUNSEL 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 UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9: PERIODIC PENSION PLAN COST $(13,075,540) TEMPORARY FUND BALANCE TRANSFER (360,000) TOTAL (13,435,540)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
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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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
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 (if applicable) 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 entity?
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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
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 Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Embankment Services

Q 865,000 CASH
(2) Embankment Services

O 1,411,470 CASH
(3) Circle Company

Q 137,000 CASH
(4) Circle Company

O 126,543 CASH
(5) Mass Eye & Ear Pension Plan

R 8,669,337 CASH
(6) Mass Eye & Ear Associates

Q 32,676,078 CASH
(7) Mass Eye & Ear Associates

B 12,493,958 CASH
(8) Mass Eye & Ear Associates

C 587,478 CASH
(9) Mass Eye & Ear Associates

O 9,725,997 CASH
(10) Schepens Eye Research Inst

B 266,341 CASH
(11) Schepens Eye Research Inst

Q 1,475,241 CASH
(12) Schepens Eye Research Inst

P 782,557 CASH
(13) Schepens Eye Research Inst

B 457,169 CASH
(14) Schepens Eye Research Inst

C 558,480 CASH
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
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.
Schedule R (Form 990) 2014
Additional Data


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