TY 2015 Form 990

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) JOHN R FERNANDEZ...................................................................... PRESIDENT	37.0 ................. 23.0	X	X	1,073,655	0	251,186
(2) WYCLIFFE GROUSBECK...................................................................... CHAIR	3.0 ................. 7.0	X	X	0	0	0
(3) JONATHAN UHRIG...................................................................... TREASURER	3.0 ................. 7.0	X	X	0	0	0
(4) RICHARD H ALDRICH...................................................................... DIRECTOR (UNTIL 12/2015)	2.0 ................. 2.0	X		0	0	0
(5) DEWALT PETE ANKENY...................................................................... DIRECTOR	2.0 ................. 6.0	X		0	0	0
(6) JAMES CARLISLE...................................................................... DIRECTOR	2.0 ................. 2.0	X		0	0	0
(7) CHARLES DE GUNZBERG...................................................................... DIRECTOR	2.0 ................. 6.0	X		0	0	0
(8) SAMUEL FLEMING...................................................................... DIRECTOR	2.0 ................. 2.0	X		0	0	0
(9) HARVEY FREISHTAT...................................................................... DIRECTOR	2.0 ................. 2.0	X		0	0	0
(10) LYLE HOWLAND...................................................................... SECRETARY	2.0 ................. 6.0	X	X	0	0	0
(11) DIANE E KANEB...................................................................... DIRECTOR	2.0 ................. 2.0	X		0	0	0
(12) JONATHAN KUTCHINS...................................................................... DIRECTOR	2.0 ................. 4.0	X		0	0	0
(13) VICTORIA MCCULLOUGH...................................................................... DIRECTOR (UNTIL 12/2015)	2.0 ................. 6.0	X		0	0	0
(14) JOAN W MILLER MD...................................................................... DIRECTOR	27.0 ................. 33.0	X		0	882,170	58,456
(15) ANNETTE NOVA...................................................................... DIRECTOR	2.0 ................. 6.0	X		0	0	0
(16) WILLIAM ROMAN...................................................................... DIRECTOR	2.0 ................. 2.0	X		0	0	0
(17) FREDERICK THORNE...................................................................... DIRECTOR (UNTIL 08/2016)	2.0 ................. 2.0	X		0	0	0

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) EUGENE HILL........................................................................ Director	2.0 .......................2.0	X				0	0	0
(19) ROBERT ATCHINSON........................................................................ DIRECTOR	2.0 .......................2.0	X				0	0	0
(20) ROBERT KNAPP........................................................................ DIRECTOR (AS OF 12/2015)	2.0 .......................2.0	X				0	0	0
(21) D BRADLEY WELLING........................................................................ DIRECTOR	29.0 .......................31.0	X				0	1,028,145	58,456
(22) THOMAS LAUER........................................................................ DIRECTOR	2.0 .......................2.0	X				0	0	0
(23) MAUREEN KELLEY........................................................................ ASST SECRETARY	53.0 .......................7.0		X			193,850	0	26,570
(24) CAROLANN WILLIAMS........................................................................ CFO & VP FINANCE AND ADMIN	49.0 .......................11.0		X			482,121	0	34,184
(25) MARTHA PYLE FARRELL........................................................................ ASST SECRETARY	49.0 .......................11.0		X			363,042	0	32,265
(26) BARBARA J SCULLY........................................................................ DIRECTOR PROF REV CYCLE	30.0 .......................30.0			X		184,488	0	35,991
(27) EILEEN O LOWELL........................................................................ CNO & VP PAT CARE SVS	60.0 .......................0.0			X		306,437	0	37,050
(28) ALAN K LONG........................................................................ VP RESEARCH ADMINISTRATION	30.0 .......................30.0			X		237,656	0	27,519
(29) KENNETH HOLMES........................................................................ CFO MEEA	30.0 .......................30.0			X		288,233	0	38,688
(30) JEFFREY J PIKE........................................................................ CHIEF OPERATING OFFICER	60.0 .......................0.0			X		367,537	0	20,661
(31) RALPH T PELOSI........................................................................ DIRECTOR FACILITIES PLANNING	60.0 .......................0.0			X		185,343	0	26,226
(32) DEBRA ROGERS........................................................................ VP OPHTHALMOLOGY	20.0 .......................40.0			X		297,181	0	30,995
(33) RACHEL WASSERSTROM........................................................................ VP OTOLARYNGOLOGY	30.0 .......................30.0			X		280,670	0	30,667
(34) MICHAEL RICCI........................................................................ CHIEF INFORMATION OFFICER	60.0 .......................0.0			X		249,389	0	31,507
(35) JENNIFER STREET........................................................................ VP COMMUNICATIONS & PLANNING	60.0 .......................0.0				X	382,363	0	34,043
(36) MELISSA M PAUL........................................................................ CHIEF DEVELOPMENT OFFICER	60.0 .......................0.0				X	270,975	0	41,008
(37) GLENN W BUNTING........................................................................ VOICE & SPEECH CLINICAL DIR	60.0 .......................0.0				X	185,563	0	40,991
(38) GREGORY J DONNELLY........................................................................ EXEC. DIRECTOR, CLINICAL SRVCS	60.0 .......................0.0				X	206,244	0	23,518
(39) BARBARA H GRAY........................................................................ CLINICAL RESOURCE NURSE	60.0 .......................0.0				X	183,879	0	30,971

(A) Name and business address	(B) Description of services	(C) Compensation
FISH RICHARDSON PC, PO BOX 3295 BOSTON,MA02241	LEGAL	545,407
PRICEWATERHOUSECOOPERS, PO BOX 7247-8001 PHILADELPHIA,PA19170	AUDIT	461,490
GOODWIN PROCTER, 53 State St BOSTON,MA02109	LEGAL	196,588
DLA PIPER LLP, 33 ARCH STREET BOSTON,MA02110	LEGAL	183,778
LFREP SERVICES, 260 FRANKLIN STREET BOSTON,MA02110	CONSULTANT	153,914
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 7

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ))

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ..............

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2015

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)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....	33,572,100	39,413,484	41,532,901	47,770,745	48,376,154	210,665,384
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	33,572,100	39,413,484	41,532,901	47,770,745	48,376,154	210,665,384
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)..						0
6	Public support. Subtract line 5 from line 4.						210,665,384

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
7	Amounts from line 4..	33,572,100	39,413,484	41,532,901	47,770,745	48,376,154	210,665,384
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	15,165,483	16,370,797	14,057,593	3,644,064	4,866,437	54,104,374
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.)..						0
11	Total support. Add lines 7 through 10.						264,769,758

Gross receipts from related activities, etc. (see instructions) ..................

877,459,284

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

Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) .........

79.566 %

Public support percentage for 2014 Schedule A, Part II, line 14 ...............

76.170 %

16a

33 1/3% support test—2015. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2015

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)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513...
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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.)..

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

Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2014 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2014 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2015

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

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.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) 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.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

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

Schedule A (Form 990 or 990-EZ) 2015

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described in (a) above?

11b

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

Section B. Type I Supporting Organizations

Yes

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

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.

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.

Parent of Supported Organizations. Answer (a) and (b) below.

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.

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.

Schedule A (Form 990 or 990-EZ) 2015

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

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

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) 2015

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

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 2015 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-2015	(iii) Distributable Amount for 2015
1 Distributable amount for 2015 from Section C, line 6
2 Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......
e From 2014.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2015 distributable amount
i Carryover from 2010 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2015 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2015 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2016. Add lines 3j and 4c.
8 Breakdown of line 7:
a
b
c Excess from 2013.......
d From 2014.......
e From 2015.......

Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015

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) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

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

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2

Name of organization MASSACHUSETTS EYE & EAR INFIRMARY

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

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) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No.from Part I

(b) Purpose 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

(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

(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

(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) (2015)

Additional Data

Software ID:
Software Version:

- TIN:

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

2015

Open to Public
Inspection

If the organization answered "Yes" on 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" on 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" on 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.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

Political expenditures ...................................................................................................................... SchCMd Bullet

Volunteer hours .............................................................................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2015

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ..............................................................................................................	Yes No

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) 2012	(b) 2013	(c) 2014	(d) 2015	(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) 2015

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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Yes

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

128,500

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

128,500

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

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 Fiscal Year 2016, MEE paid consulting fees to Rasky Baehrlein and Travaglini, Kiley & Eisenberg for assistance in advocacy for a budget amendment in the State House and Senate. Mass. Eye and Ear is a member of certain trade associations that may lobby on its behalf.

Schedule C (Form 990 or 990EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on 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

2015

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" on 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 ....

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? ...........

Yes No

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? ............................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

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.

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 on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2015

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

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" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....	72,613,174	78,511,651	87,204,661	89,724,541	86,399,272
b	Contributions ...	1,960,347	1,229,040	746,394	2,692,680	1,269,332
c	Net investment earnings, gains, and losses	2,728,854	-274,466	5,114,694	3,521,682	6,139,492
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	3,796,280	5,028,553	12,790,645	7,238,559	2,803,513
f	Administrative expenses ....	1,045,439	1,824,498	1,763,453	1,495,683	1,280,042
g	End of year balance ......	72,460,656	72,613,174	78,511,651	87,204,661	89,724,541

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

3.980 %

Permanent endowment SchDMd Bullet

76.480 %

Temporarily restricted endowment SchDMd Bullet

19.540 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

Yes

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

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' on 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	195,548,712	126,530,347	69,018,365
c	Leasehold improvements	76,497	0	76,497
d	Equipment ...	173,925,882	109,241,117	64,684,765
e	Other ...	18,644,182	55,396	18,588,786
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				152,903,737

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on 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
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1) DUE FROM AFFILIATES				101,766,589
(2) FUNDS HELD FOR RESEARCH				1,074,862
(3) DEBT SERVICE FUND				6,297,491
(4) SPECIAL CASH & CAPITAL RESERVE				3,252,410
(5) QLT				92,927
(6) DEFERRED FINANCING COSTS				16,135,884
(7) TAX DEFERRED PLAN				2,171,219
(8) CRICO				2,441,098
(9) CAPITAL RESERVE				382
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				133,232,862

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
DUE TO AFFILIATES	79,372,619
ESTIMATE 3RD PARTY SETTLEMENT	4,155,733
PROFESSIONAL LIABILITY RESERVE	3,006,550
TAX DEFERRED LIABILITY	2,371,219
MDFA REVENUE BONDS INTR RATE SWAP	4,036,706
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	92,942,827
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) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on 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' on 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 IS 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, 2016.

Schedule D (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

See separate instructions. Right pointing arrow large image

Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

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.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) 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
	Europe (Including Iceland and Greenland)	Grantmaking		69,523
	North America	Grantmaking		16,716
	South Asia	Program Services	Conferences	2,097
	Central America and the Caribbean	Program Services	Conferences	5,439
	Europe (Including Iceland and Greenland)	Program Services	Conferences	108,030
	East Asia and the Pacific	Program Services	Conferences	10,522
	North America	Program Services	Conferences	5,820
	South America	Program Services	Conferences	15,266
	Central America and the Caribbean	Investments		24,200








3a	Sub-total .....			257,613
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)			257,613

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015

Schedule F (Form 990) 2015

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.

(a)(c) Region	(b)(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement
Europe (Including Iceland and Greenland)	BASIC RESEARCH	69,523	CHECK
North America	BASIC RESEARCH	16,716	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 .......	2
3	Enter total number of other organizations or entities .......................	0

Schedule F (Form 990) 2015

Schedule F (Form 990) 2015Page 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) 2015

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2015

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 ("THE INFIRMARY") AND THE RECIPIENT INSTITUTION. THE AGREEMENT SPECIFIES THE TERMS OF THE SUBAWARD AND INCLUDES A DETAILED BUDGET AND SCOPE OF WORK TO BE PERFORMED BY THE RECIPIENT INSTITUTION. AWARDED FUNDS ARE ENCUMBERED BY A PURCHASE ORDER THAT IS ASSIGNED TO A UNIQUE FUND NUMBER. PAYMENTS TO RECIPIENT INSTITUTIONS MADE AGAINST THE PURCHASE ORDER ARE RECORDED IN THE INFIRMARY ACCOUNTING SYSTEM SO THAT INDIVIDUAL PAYMENTS AND PURCHASE ORDERS BALANCES CAN BE MONITORED. DISBURSEMENT OF FUNDS FOR SUBAWARDS REQUIRES THE WRITTEN APPROVAL OF THE PRINCIPAL INVESTIGATOR ("PI"). FREQUENT PROGRESS REPORTS AND OTHER FORMS OF COMMUNICATION ARE REQUIRED BETWEEN THE PI AND THE SUBAWARD RECIPIENT INSTITUTE TO ENSURE THAT THE SCOPE OF WORK IS PROGRESSING AT A 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 SUBRECEPIENTS' MOST RECENT A133 AUDIT REPORT, TO DETERMINE TO DETERMINE THE LEVEL OF RISK REGARDING THE SUBRECEPIENTS' ABILITY TO COMPLY WITH FEDERAL GUIDELINES.
SCHEDULE F, PART I, LINE 3, COLUMN (F) AND PART II, LINE 1:	THE INFIRMARY USES THE ACCRUAL METHOD OF ACCOUNTING AND SEPARATELY IDENTIFIES FOREIGN ACTIVITY ON ITS GENERAL LEDGER.

Schedule F (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

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" on 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 arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Information about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

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" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

YesNo

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?		(v) Amount paid to (or retained by) fundraiser listed in col. (i)
			Yes	No
	VISION PHILANTHROPY GROUP	CAPITAL CAMPAIGN		No	100,352
	HUNTSINGER JEFFER	ANNUAL FUND		No	228,678








Total . . . . . . . . . . . . . . . . . . . .					329,030

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, ME, MD, MA, MI, MN, NH, NJ, NY, NC, OH, PA, RI, SC, VA

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2015

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on 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))
1	Gross receipts . . . . .
2	Less: Contributions . . . .
3	Gross income (line 1 minus line 2) . . . . . .

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) . . . . . . . . . .
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2015

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

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? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

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

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

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 complete this part to provide any additional information (see instructions).

Return Reference

Explanation

SCHEDULE G, PART I, LINE 2B, COLUMN (V):

DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2016, 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 809 BROOK HILL CIRCLE RICHMOND, VA 23227 VISION PHILANTHROPY GROUP 401 BOWLING AVENUE #1 NASHVILLE, TN 37205

Schedule G (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on 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

2015

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

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other 400 %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

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) . . .			3,698,468	1,465,731	2,232,737	0.860 %
b	Medicaid (from Worksheet 3, column a) . . . . .			21,386,821	15,279,511	6,107,310	2.340 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .			2,389,303	885,178	1,504,125	0.580 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .			27,474,592	17,630,420	9,844,172	3.780 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).			428,425		428,425	0.160 %
f	Health professions education (from Worksheet 5) . . .			7,642,621	1,371,424	6,271,197	2.410 %
g	Subsidized health services (from Worksheet 6) . . . .	2	566	1,378,017	990,435	387,582	0.150 %
h	Research (from Worksheet 7) .			41,008,082	34,636,640	6,371,442	2.440 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .			51,775		51,775	0.020 %
j	Total. Other Benefits . .	2	566	50,508,920	36,998,499	13,510,421	5.180 %
k	Total. Add lines 7d and 7j .	2	566	77,983,512	54,628,919	23,354,593	8.960 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015

Schedule H (Form 990) 2015

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

Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

3,446,770

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. ......

15,103

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

Enter total revenue received from Medicare (including DSH and IME).....

47,885,564

Enter Medicare allowable costs of care relating to payments on line 5.....

53,924,248

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-6,038,684

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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) 2015

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)
1	MASSACHUSETTS EYE & EAR INFIRMARY 243 CHARLES STREET BOSTON,MA02114 http://www.masseyeandear.org/ 2167	X	X	X	X

Schedule H (Form 990) 2015

Page 4

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

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

Information gaps that limit the hospital facility’s ability to assess the community’s health needs

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 15

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 .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

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. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): SEE SECTION C

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): SEE SECTION C

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on 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) 2015

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	MASSACHUSETTS EYE & EAR INFIRMARY
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 400.% and FPG family income limit for eligibility for discounted care of 400.%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Included measures to publicize the policy within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

The FAP application form was widely available on a website (list url):

SEE SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notice of availability of the FAP was conspicuously displayed throughout the hospital facility

Notified members of the community who are most likely to require financial assistance about availability of the FAP

Other (describe in Section C)

Billing and Collections

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?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Schedule H (Form 990) 2015

Page 6

Part VFacility Information (continued)

	MASSACHUSETTS EYE & EAR INFIRMARY
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility or other authorized 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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the individuals regarding the individuals’ bills

Documented its determination of whether individuals were eligible for financial assistance under the hospital facility’s financial assistance policy

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

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.

The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that
can be charged

The hospital facility used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged

The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged

Other (describe in Section C)

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2015

Page 7

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 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.
PART V, 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," 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, 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, ROXBURY TENANTS OF HARVARD, 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 18 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) 2015

Page 8

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?9
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	MASSACHUSETTS EYE & EAR CONCORD 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 MEDFORD 101 MAIN STREET MEDFORD,MA02115	LICENSED OUTPATIENT LOCATION
9	MASSACHUSETTS EYE & EAR PLAINVILLE 30 MAN MAR DRIVE STE 2 PLAINVILLE,MA02762	LICENSED OUTPATIENT LOCATION
10

Schedule H (Form 990) 2015

Page 9

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 INDIVIDUALS APPLICATION FOR FINANCIAL ASSISTANCE.
SCHEDULE H, PART II	THE MASSACHUSETTS EYE AND EAR INFIRMARY ("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 21 OF THE COMMUNITY BENEFITS PLAN POSTED ON THE MEEI WEBSITE, WWW.MASSEYEANDEAR.ORG, FOR DETAILS.
SCHEDULE H, PART III, LINES 2 - 4	BAD DEBTS ARE WRITTEN OFF AT GROSS CHARGES. FOR UNINSURED CLAIMS (SELF-PAY), BAD DEBTS ARE DISCOUNTED TO COST USING THE HOSPITAL COST ACCOUNTING SYSTEM. ACCOUNTS RECEIVABLE RELATED TO CO-PAYS, DEDUCTIBLES, AND COINSURANCE THAT IS WRITTEN OFF AS BAD DEBT IS ALREADY REPORTED AT COST AND IS DEDUCTED FROM THE INSURANCE-ALLOWED AMOUNT. SEE FINANCIAL STATEMENT, PAGES 23 24.
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	MASS. EYE AND EAR ENGAGED THE SERVICES OF CONSULTANTS TO JOIN THE CB WORKING GROUP AND GUIDE THE ASSESSMENT PROCESSES, WHICH TOOK PLACE DURING THE FALL 2015/WINTER 2016. KENEFICK AND BAXTER HAD WORKED WITH MASS. EYE AND EAR ON ITS LAST TWO ASSESSMENTS AS WELL. THE NEEDS ASSESSMENT WAS A THREE-STEP PROCESS DESIGNED TO: (1) IDENTIFY THE MASS. EYE AND EAR TARGET AREAS AND POPULATIONS FOR ITS COMMUNITY BENEFIT PLAN (2) ASSESS UNMET NEEDS IN THE SERVICE AREA AND AMONG TARGET POPULATIONS (3) ASSESS NEEDS IN MISSION HILL 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, MASS. EYE AND EAR 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 OUR 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 DEDICATED PAGE WHICH HIGHLIGHTS THE BASIC FEDERAL, AND MASSACHUSETTS EYE AND EAR, PROGRAMS. IT ALSO PROVIDES CONTACT INFORMATION FOR MEEI'S FINANCIAL COORDINATORS. THE FINANCIAL COORDINATION 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 MASS. EYE AND EAR'S TARGET AREA AND POPULATIONS FOR ITS COMMUNITY BENEFITS PLAN THE ASSESSMENT TO INFORM THE NEXT MASS. EYE AND EAR COMMUNITY BENEFIT PLAN BEGAN WITH ANALYSIS OF 12 MONTHS OF PATIENT DATA (APRIL 1, 2014 THROUGH MARCH 31, 2015) TO BETTER UNDERSTAND THE POPULATION SERVED. PATIENTS FROM OUTSIDE OF MASSACHUSETTS WERE EXCLUDED FROM ANALYSES, LEAVING A REPRESENTATIVE SAMPLE OF 91,915 PATIENTS WHO UTILIZED SERVICES AT MASS. EYE AND EAR'S MAIN CAMPUS AND ITS LONGWOOD FACILITY. BELOW, OBSERVATIONS ABOUT PATIENTS SEX, RACE/ETHNICITY, AGE, SES, AND THEIR GEOGRAPHIC LOCATIONS ARE PROVIDED. THESE DATA WERE USED TO GUIDE THE SELECTION OF COMMUNITIES AND/OR POPULATIONS OF FOCUS. BELOW, THE FINDINGS ABOUT PATIENTS' SEX, RACE/ETHNICITY, GEOGRAPHIC LOCATION, AND SES ARE PROVIDED AND ARE FOLLOWED BY PROFILES OF MASS. EYE AND EAR'S PATIENTS OF COLOR, LOW-INCOME AND UN/UNDER-INSURED PATIENTS, AND ITS PEDIATRIC AND GERIATRIC PATIENTS. SEX: OVER HALF (54.7%) OF PATIENTS INCLUDED IN THE DATA SET ARE FEMALE. RACE/ETHNICITY: ROUGHLY 81% OF PATIENTS IN THE SAMPLE ELECTED TO PROVIDE DATA ABOUT THEIR RACE AND ETHNICITY AT THE TIME OF REGISTRATION AT MASS. EYE AND EAR. FIGURE BELOW SHOWS THE RACIAL/ETHNIC BREAKDOWN OF PATIENTS IN THE DATA SET, THE MAJORITY OF WHOM (64.4%) ARE WHITE. RACE/ETHNICITY OF MASS. EYE AND EAR PATIENTS AMERICAN INDIAN/ALASKA NATIVE 191 0.2% ASIAN 4,126 4.2% BLACK/AFRICAN AMERICAN 6,062 6.6% HISPANIC 3,961 4.3% PACIFIC ISLANDER 38 .3% WHITE 59,166 64.4% OTHER 685 0.7% UNKNOWN 17,686 19.2% TOTAL 91,915 100.0% GEOGRAPHY: JUST UNDER 20% OF MASS. EYE AND EAR'S PATIENTS RESIDE IN BOSTON. ANOTHER 39.7% LIVE IN THE SUBURBAN COMMUNITIES AROUND BOSTON AND WITHIN THE 128 BELT, AND 25.4% LIVE WEST OF 128, BUT STILL EAST OF INTERSTATE 495. THE REMAINING 15.5% OF PATIENT LIVE ELSEWHERE IN MA (E.G., WEST OF INTERSTATE 495 OR ON THE CAPE OR ISLANDS). GEOGRAPHIC LOCATION OF MASS. EYE AND EAR PATIENTS LIVING IN MASSACHUSETTS BOSTON 17,794 19.4% WITHIN 128 (EXCEPT BOSTON) 36,517 39.7% EAST OF 495/WEST OF 128 23,336 25.4% ELSEWHERE IN MA 14,268 15.5% BOSTON IS HOME TO THE LARGEST CONCENTRATION OF MASS. EYE AND EAR PATIENTS (19.4%) FOLLOWED BY 15 OTHER COMMUNITIES. WITH THE EXCEPTION OF ANDOVER, 14 OF THESE 15 COMMUNITIES ARE WITHIN THE 128 BELT. TOGETHER WITH BOSTON, THESE COMMUNITIES ARE HOME TO 47.2% OF MASS. EYE AND EAR'S PATIENTS. COMMUNITIES OUTSIDE OF BOSTON THAT ARE HOME TO LARGEST CONCENTRATIONS OF PATIENTS CAMBRIDGE 3,476 3.8% REVERE 2,187 2.40% NEWTON 2,080 2.3% QUINCY 1,983 2.20% SOMERVILLE 1,976 2.10% BROOKLINE 1,840 2.0% CHELSEA 1,769 1.9% MEDFORD 1,700 1.8% MALDEN 1,672 1.8% LYNN 1,434 1.6% EVERETT 1,326 1.4% ANDOVER 1,117 1.2% ARLINGTON 1,101 1.2% WALTHAM 979 1.10% WINTHROP 890 1.00% TOTAL 25,530 27.8%
NOTE THAT WITHIN THE DATA SET, SOME PATIENTS WERE LISTED AS LIVING IN	BOSTON WITH NO SPECIFIED NEIGHBORHOOD, WHEREAS OTHERS WERE LISTED AS LIVING IN ONE OF BOSTONS 21 NEIGHBORHOODS. IN FACT, DATA WERE AVAILABLE FOR 13 OF THE 21 NEIGHBORHOODS. RATHER THAN ROLL THE DATA FOR THE 13 NEIGHBORHOODS INTO THE BOSTON NUMBERS, THE CONSULTANTS KEPT THE DATA SEPARATE TO UNDERSTAND WHICH NEIGHBORHOODS HAVE SIGNIFICANT NUMBERS OF MASS. EYE AND EAR 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 MASS. EYE AND EAR PATIENTS BUT, BECAUSE THEY ARE NOT BROKEN OUT, WE DO NOT KNOW HOW MANY PATIENTS RESIDE IT THOSE NEIGHBORHOODS. NEIGHBORHOOD OF MASS. EYE AND EAR'S PATIENTS WHO RESIDE IN BOSTON BOSTON 5,590 31.4% SOUTH BOSTON 893 5.0% DORCHESTER 2,692 15.1% WEST ROXBURY 776 4.4% EAST BOSTON 1,353 7.6% HYDE PARK 719 4.0% CHARLESTOWN 1,195 6.7% ROSLINDALE 713 4.0% JAMAICA PLAIN 1,171 6.6% MATTAPAN 560 3.1% BRIGHTON 917 5.2% ALLSTON 321 1.8% ROXBURY 894 5.0% SOCIO-ECONOMIC STATUS: DETERMINING THE SOCIO-ECONOMIC STATUS (SES) OF PATIENTS IS CHALLENGING. HOWEVER, MEANS-TESTED PUBLIC HEALTH INSURANCE PLANS (E.G., MASSHEALTH, NETWORK HEALTH, BMC HEALTH NET, HEALTH SAFETY NET) MAY BE USED AS A PROXY FOR LOWER SES. ADDITIONALLY, THOSE WHOSE PAYER WAS LISTED AS A SOURCE OF CHARITABLE CARE OR WHO ARE LISTED AS SELF-PAY ARE CONSIDERED UNINSURED OR UNDERINSURED. THESE PROXIES LIKELY LEAD TO AN UNDER-ESTIMATION OF THE PERCENTAGE OF LOW-INCOME PATIENTS. FOR EXAMPLE, MOST PATIENTS WHO ARE 65 AND OVER HAVE SOME FORM OF MEDICARE AS THEIR PAYMENT METHOD, WHICH PROVIDES NO INDICATION OF SES. DESPITE SUCH LIMITATIONS, THE DATA INDICATE THAT AT LEAST 15.1% OF MASS. EYE AND EAR'S PATIENTS ARE LOW-INCOME AND 2.2% ARE UNINSURED OR UNDER-INSURED. PROFILES OF MASS. EYE AND EAR'S LOW-INCOME PATIENTS AND PATIENTS OF COLOR: PATIENTS WITH LOW SES OR WHO ARE UN/UNDER-INSURED BASED ON PAYMENT METHOD DATA, AT LEAST 15,846 (17.2%) OF MASS. EYE AND EAR PATIENTS ARE OF LOWER SES OR ARE UNINSURED OR UNDER-INSURED. MORE THAN HALF (55.1%) OF THESE PATIENTS ARE WOMEN. THE MEAN AGE OF THESE PATIENTS IS 40.82 WITH A RANGE OF 2 TO 102. PEOPLE OF COLOR MAKE UP 30.2% OF THE PATIENTS WHO HAVE LOWER SES AND WHO ARE UN- OR UNDER-INSURED COMPARED TO 16.4% OF THE TOTAL MASS. EYE AND EAR PATIENT POPULATION. RACIAL CATEGORY OF PATIENT WITH LOW SES OR WHO ARE UN/UNDER-INSURED (TOTAL PATIENT POPULATION -- LOW SES & UN/UNDER-INSURED) RACE/ETHNICITY: #; % -- #; % WHITE 59,166; 64.4% -- 7,184; 45.3% PEOPLE OF COLOR 15,063; 16.4% -- 4,789; 30.2% UNKNOWN 17,686; 19.2% -- 3,873; 24.4% TOTAL: 91,915; 100.0% -- 15,846; 100.0% JUST OVER 70% OF PATIENTS WITH LOWER SES OR WHO ARE UN- OR UNDER-INSURED LIVE WITHIN THE 128 BELT, WITH 23.9% OF THOSE RESIDING IN BOSTON. GEOGRAPHIC LOCATION OF MASS. EYE AND EAR'S LOW-INCOME OR UN/UNDER-INSURED PATIENTS BOSTON: 3,794; 23.9% WITHIN 128 (EXCLUDING BOSTON): 7,330; 46.3% EAST OF 495/WEST OF 128: 2,688; 17.0% ELSEWHERE IN MA: 2,034; 12.8% TOTAL: 15,846; 100.0%
OUTSIDE OF BOSTON, 14 COMMUNITIES ARE HOME TO THE HIGHEST	CONCENTRATION OF PATIENTS WITH LOW SES OR WHO ARE UNINSURED OR UNDER-INSURED. WITH THE EXCEPTION OF BROCKTON AND LAWRENCE, ALL OF THESE COMMUNITIES ARE WITHIN THE 128 BELT. COMMUNITIES OUTSIDE BOSTON WITH HIGHEST CONCENTRATION OF PATIENTS WITH LOW SES OR WHO ARE UN/UNDER-INSURED. CHELSEA: 895; 5.6% REVERE 735; 4.6% CAMBRIDGE: 559; 3.5% LYNN: 542; 3.4% EVERETT: 531; 3.4% MALDEN: 470; 3.0% SOMERVILLE: 439; 2.8% QUINCY; 351; 2.2% MEDFORD: 307; 1.9% NEWTON: 198; 1.2% BROCKTON: 192; 1.2% LAWRENCE: 181; 1.1% WALTHAM: 180; 1.1% SAUGUS: 153; 1.0% TOTAL: 5,733; 36.0% PATIENTS OF COLOR: JUST OVER ONE-THIRD (35.6%) OF MASS EYE AND EAR PATIENTS IDENTIFIED AS BEING HISPANIC OR OF A RACE OTHER THAN WHITE. MOST OF THESE PATIENTS OF COLOR SELF-IDENTIFIED AN ETHNIC IDENTITY AS WELL: ASIAN (E.G., CAMBODIAN, CHINESE, JAPANESE, KOREAN, LAOTIAN, VIETNAMESE, ASIAN INDIAN); BLACK/AFRICAN AMERICAN (E.G., AFRICAN, CAPE VERDEAN, CARIBBEAN ISLANDER, HAITIAN); AND HISPANIC (E.G., BRAZILIAN, CUBAN, DOMINICAN, GUATEMALAN, HONDURAN, MEXICAN, PORTUGUESE, PUERTO RICAN, SALVADORAN). MANY WHO IDENTIFIED THEIR RACE AS "OTHER" OFFERED MIDDLE EASTERN OR NORTH AFRICAN AS THEIR ETHNICITY. IN ALL, 15,063 (16.4%) OF MASS. EYE AND EAR'S PATIENTS ARE HISPANIC OR A RACE OTHER THAN WHITE. OF THESE PATIENTS, 57.5% ARE FEMALE. THE AVERAGE AGE OF THESE PATIENTS IS 48.27 WITH A RANGE OF 2 TO 104. 76.7% OF THESE PATIENTS OF COLOR LIVE IN BOSTON (34.5%) AND SUBURBAN COMMUNITIES WITHIN THE ROUTE 128 BELT (42.2%). THE LARGEST CONCENTRATIONS OF PATIENTS OF COLOR OUTSIDE OF BOSTON ARE IN EIGHT COMMUNITIES WITHIN THE 128 BELT. GEOGRAPHIC LOCATION OF MASS. EYE AND EAR'S PATIENTS OF COLOR BOSTON: 5,194; 34.5% WITHIN 128 (EXCLUDING BOSTON): 6,352; 42.2% EAST OF 495/WEST OF 128: 2,210; 14.7% ELSEWHERE IN MA: 1,307; 8.6% TOTAL: 15,063; 100.0% A COMPARISON OF THE COMMUNITIES OUTSIDE OF BOSTON WITH THE HIGHEST CONCENTRATION OF PATIENTS WITH LOW SES OR WHO ARE UN- OR UNDER-INSURED WITH THOSE COMMUNITIES OUTSIDE OF BOSTON WITH THE HIGHEST CONCENTRATION OF PATIENT OF COLOR SHOW OVERLAP. COMMUNITIES OUTSIDE BOSTON WITH HIGHEST CONCENTRATION OF PATIENTS OF COLOR CAMBRIDGE: 843; 5.6% CHELSEA: 677; 4.5% MALDEN: 532; 3.5% LYNN: 449; 3.0% REVERE: 421; 2.8% EVERETT: 401; 2.7% SOMERVILLE: 386; 2.6% QUINCY: 374; 2.5% BROCKTON: 341; 2.3% MEDFORD: 286; 1.9% BROOKLINE: 271; 1.8% RANDOLPH: 272; 1.8% NEWTON: 243; 1.6% WALTHAM: 166; 1.1% LAWRENCE: 159; 1.1% LEXINGTON: 157; 1.0% COMMUNITIES OUTSIDE OF BOSTON WITH THE HIGHEST CONCENTRATION OF PATIENTS WITH LOW SES OR WHO ARE UN/UNDER-INSURED
BASED ON PAYMENT METHOD, 29.8% OF MASS. EYE AND EAR'S PATIENTS	OF COLOR HAVE LOW SES AND 2% ARE UNINSURED OR UNDER-INSURED. MOST (81%) OF THESE PATIENTS LIVE WITHIN THE 128 BELT WITH 32.7% OF THEM RESIDING IN BOSTON. FIGURE BELOW SHOWS THE COMMUNITIES OUTSIDE OF BOSTON WITH THE HIGHEST CONCENTRATION OF PATIENTS OF COLOR WITH LOW SES OR WHO ARE UNINSURED OR UNDER-INSURED. ALL BUT LOWELL APPEAR ON BOTH THE LIST OF COMMUNITIES OUTSIDE OF BOSTON WITH THE HIGHEST CONCENTRATION OF PATIENTS OF COLOR AND PATIENTS WITH LOW SES AND WHO ARE UN- OR UNDER-INSURED. COMMUNITIES OUTSIDE OF BOSTON WITH THE HIGHEST CONCENTRATION OF PATIENTS OF COLOR WITH LOW SES OR WHO ARE UN/UNDER-INSURED BROCKTON+: 97; 2.0% BROOKLINE: 54; 1.0% CAMBRIDGE+: 218; 4.6% EVERETT+: 207; 4.3% LOWELL 50; 1.0% LYNN+: 229; 4.8% MALDEN+: 200; 4.2% MEDFORD+: 87; 1.6% QUINCY+: 109; 2.3% REVERE+: 209; 4.4% SOMERVILLE+: 147; 3.1% WALTHAM+: 52; 1.1% COMMUNITIES OUTSIDE OF BOSTON WITH THE HIGHEST CONCENTRATION OF PATIENTS WITH LOW SES OR WHO ARE UN/UNDER-INSURED +COMMUNITIES OUTSIDE OF BOSTON WITH THE HIGHEST CONCENTRATION OF PATIENTS OF COLOR THE OVERLAP IN COMMUNITIES SUGGESTS THAT CONCENTRATING IN THE COMMUNITIES IN WHICH THE HIGHEST CONCENTRATION OF PATIENTS WITH LOW SES OR WHO ARE UN- OR UNDER-INSURED WILL ALSO ENSURE THAT COMMUNITY BENEFIT ACTIVITIES REACH THOSE COMMUNITIES IN WHICH THE HIGHEST CONCENTRATION OF MASS. EYE AND EAR'S PATIENTS OF COLOR LIVE, INCLUDING THOSE WHO HAVE LOW SES OR WHO ARE UN- OR UNDERINSURED. GIVEN THE LOCATION OF MOST OF THE THESE COMMUNITIES, IT MAKES SENSE TO CONCENTRATE MASS. EYE AND EAR'S COMMUNITY BENEFIT ACTIVITIES WITHIN THE 128 BELT TO HELP TO ENSURE THAT ITS PATIENTS OF COLOR AND THOSE WITH LOW SES AND LITTLE OR NO INSURANCE WILL BENEFIT. PROFILE OF MASS. EYE AND EAR'S GERIATRIC AND PEDIATRIC POPULATIONS: MASS. EYE AND EAR HAS CLINICAL EXPERTISE IN SERVING PEDIATRIC AND GERIATRIC PATIENTS. THESE POTENTIALLY VULNERABLE GROUPS WERE SELECTED BY THE COMMUNITY BENEFITS STEERING COMMITTEE AS PRIORITY POPULATIONS FOR MASS. EYE AND EAR'S COMMUNITY BENEFITS PLAN DUE TO THE IMPACT OF HEARING/VISION IMPAIRMENT ON CHILDREN'S DEVELOPMENT AND HEARING/VISION IMPAIRMENT AND BALANCE ISSUES ON THE HEALTH AND SAFETY OF ELDERS. SENIORS (AGE 65+): PATIENTS AGED 65 AND OVER MAKE UP 31.6% OF THOSE SEEN AT MASS. EYE AND EAR DURING THE SELECTED TIMEFRAME, A TOTAL OF 29,060 INDIVIDUALS. AMONG SENIOR PATIENTS, 56.2% ARE FEMALE. THE AVERAGE AGE OF THE SENIOR GROUP IS 74.67 WITH A RANGE OF 65 TO 104. FOR MASS. EYE AND EAR'S SENIORS IN GENERAL, NEARLY 60% LIVE WITHIN THE 128 BELT WITH 18.6% OF THOSE RESIDING IN BOSTON. GEOGRAPHIC LOCATION OF MASS. EYE AND EAR'S GERIATRIC PATIENTS BOSTON: 5,404; 18.6% WITHIN 128 (EXCLUDING BOSTON): 11,812; 40.6% EAST OF 495/WEST OF 128: 7,258; 25.0% ELSEWHERE IN MA: 4,586; 15.8% TOTAL: 29,060; 100.0% BECAUSE MOST SENIORS HAVE SOME FORM OF MEDICARE FOR HEALTH CARE COVERAGE, THE PAYER DATA ARE NOT PARTICULARLY USEFUL IN HELPING US TO UNDERSTAND WHICH OF THE SENIOR PATIENTS ARE LOW-INCOME. AMONG THE 29,060 SENIOR PATIENTS, 1,095 (3.8%) HAD SOME FORM OF MEDICAID (E.G., MASSHEALTH, EMERGENCY MEDICAID, NETWORK HEALTH) AS THEIR PAYER AND 508 (1.7%) WERE LISTED AS SELF-PAY, WHICH LIKELY INDICATES THAT THEY HAD NO COVERAGE FOR THE SERVICES THEY RECEIVED AT MASS. EYE AND EAR. AMONG THE SENIORS WHO MAY BE LOW INCOME OR WHO ARE UN- OR UNDER-INSURED, 72.5% LIVE WITHIN THE 128 BELT WITH 21.9% OF THOSE SENIORS LIVING IN BOSTON. FIGURE BELOW SHOWS THE 15 COMMUNITIES WITH THE LARGEST CONCENTRATION OF MASS. EYE AND EAR'S SENIOR PATIENTS, AS WELL AS THOSE WHERE THE LARGEST CONCENTRATION OF LOW-INCOME OR UN- OR UNDER-INSURED SENIORS RESIDE. COMMUNITIES OUTSIDE BOSTON WITH HIGHEST CONCENTRATION OF MASS. EYE AND EAR'S SENIORS AND SENIORS WITH LOW SES OR WHO ARE UN/UNDER-INSURED (SENIORS -- LOW INCOME SENIORS) CAMBRIDGE: 1,112; 3.8% -- 80; 5.0% NEWTON: 772; 2.7% -- 45; 2.8% REVERE: 679; 2.3% -- 61; 3.8% BROOKLINE: 672; 2.3% -- 51; 3.2% QUINCY: 665; 2.3% -- 33; 2.1% SOMERVILLE 553; 1.9% -- 45; 2.8% MALDEN 486; 1.7% -- 45; 2.8% CHELSEA: 391; 1.3% -- 54; 3.4% ARLINGTON: 376; 1.3% -- 26; 1.6% ANDOVER: 370; 1.3% LYNN: 369 1.3% -- 49; 3.1% WINTHROP: 352; 1.2% EVERETT: 333; 1.1% -- 31; 1.9% LEXINGTON: 317; 1.1% WALTHAM: 283; 1.0% -- 20; 1.2% MEDFORD: 39; 2.4% FRAMINGHAM:24; 1.5% WATERTOWN: 20; 1.2%
BECAUSE PAYOR DATA PROVIDE LITTLE INSIGHT INTO THE SES OF THE	LARGER GERIATRIC PATIENT POPULATION, U.S. CENSUS DATA WERE ALSO EXAMINED TO UNDERSTAND THE DEMOGRAPHIC PROFILES (I.E., PROPORTION OF SENIORS AND THOSE LIVING BELOW THE POVERTY LEVEL) WHO LIVE IN EACH OF THE 18 COMMUNITIES OUTSIDE OF BOSTON WITH THE HIGHEST CONCENTRATION OF MASS. EYE AND EAR'S GERIATRIC PATIENTS. SEVEN OF THE COMMUNITIES HAVE A LARGER PROPORTION OF SENIOR RESIDENTS THAN THE STATE IN GENERAL AND EIGHT HAVE A LARGER PROPORTION OF RESIDENTS LIVING BELOW THE POVERTY LEVEL THAN THE STATE IN GENERAL. ALTHOUGH REVERE IS THE ONLY OF THE COMMUNITIES WITH A HIGHER PROPORTION OF BOTH GROUPS THAN MASSACHUSETTS IN GENERAL, MANY OF THE 15 COMMUNITIES WITH THE HIGHEST CONCENTRATION OF MASS. EYE AND EAR'S GERIATRIC PATIENTS ALSO HAVE HIGH RATES OF POVERTY. EXCEPT FOR ANDOVER, ALL OF THESE COMMUNITIES ARE WITHIN THE 128 BELT, WHICH SUGGESTS THAT CONCENTRATING COMMUNITY BENEFIT PROGRAMMING ON COMMUNITIES WITHIN THE 128 BELT WILL HAVE THE GREATEST LIKELIHOOD OF REACHING MASS. EYE AND EAR'S GERIATRIC PATIENTS, INCLUDING MANY WHO LIVE IN COMMUNITIES THAT ARE DISPROPORTIONATELY AFFECTED BY POVERTY. U.S. CENSUS DATA ON RESIDENTS 65+ AND POVERTY IN COMMUNITIES IN WHICH THE LARGEST CONCENTRATION OF MASS. EYE AND EAR SENIOR PATIENTS RESIDE (2014 US CENSUS POPULATION ESTIMATE; RESIDENTS 65+; RESIDENTS LIVING BELOW POVERTY LEVEL) MASSACHUSETTS: 6,745,408; 13.8%; 11.4% CAMBRIDGE: 109,694; 9.5%; 14.7% NEWTON: 88,287; 15.2%; 5.7% REVERE: 54,157; 14.5%; 15.4% BROOKLINE: 58,732; 12.8%; 11.5% QUINCY: 93,397; 15.1%; 10.5% SOMERVILLE: 78,901; 9.1%; 14.8% MALDEN: 60,859; 11.8%; 16.0% CHELSEA: 38,861; 8.7%; 23.7% ARLINGTON: 42,844; 15.8%; 3.9% ANDOVER: 8,762; 18.5%; 7.4% LYNN: 92,137; 11.4%; 21.0% WINTHROP: 18,352; 16.5%; 9.2% EVERETT: 44,231; 11.5%; 13.2% LEXINGTON: 31,394; 18.6%; 3.9% WALTHAM: 63,014; 12.3%; 10.1% *2014 ESTIMATE NOT AVAILABLE. DATA ARE FROM 2010 U.S. CENSUS CHILDREN (UNDER 18 YEARS OLD): IN THE SELECTED TIMEFRAME, MASS. EYE AND EAR PROVIDED SERVICES TO 8,725 PATIENTS UNDER THE AGE OF 18. THESE CHILDREN COMPRISE 9.5% OF THE TOTAL PATIENT POPULATION. THE PEDIATRIC POPULATION IS MADE UP OF MORE MALES (56.3%) THAN FEMALES AND WHITE (56%) PATIENTS THAN THOSE IN OTHER RACIAL/ETHNIC GROUPS. THE PAYER SOURCE FOR THESE PATIENTS INDICATES THAT 30.2% ARE OF LOWER SES AND 1% IS UN- OR UNDER-INSURED. OVER HALF (53.5%) LIVE WITHIN THE 128 BELT WITH 12.1% RESIDING IN BOSTON. GEOGRAPHIC LOCATION OF MASS. EYE AND EAR'S PEDIATRIC PATIENTS (N=8,725) BOSTON: 1,057; 12.1% WITHIN 128 (EXCLUDING BOSTON): 3,610; 41.4% EAST OF 495/WEST OF 128: 2,679; 30.7% ELSEWHERE IN MA: 1,379; 15.8% OVER TWO-THIRDS (67.7%) OF PEDIATRIC PATIENTS WITH LOW SES OR WHO ARE UN- OR UNDER-INSURED LIVE IN COMMUNITIES WITHIN THE 128 BELT, INCLUDING BOSTON (15.1%). FIGURE BELOW SHOWS THE COMMUNITIES OUTSIDE OF BOSTON WITH THE HIGHEST CONCENTRATION OF PEDIATRIC PATIENTS, AS WELL AS THOSE WITH THE HIGHEST CONCENTRATION OF PEDIATRIC PATIENTS WHO HAVE LOW SES OR WHO ARE UN- OR UNDER-INSURED. TWELVE COMMUNITIES OUTSIDE OF BOSTON THAT ARE HOME TO THE HIGHEST CONCENTRATION OF PEDIATRIC PATIENTS ARE ALSO HOME TO THE HIGHEST CONCENTRATION OF CHILDREN WHO HAVE LOW SES OR WHO ARE UN- OR UNDER-INSURED. WITH THE EXCEPTION OF BROCKTON, LAWRENCE, AND HAVERHILL, ALL OF THE HIGHEST CONCENTRATION COMMUNITIES IN WHICH THESE LOW-INCOME CHILDREN LIVE ARE WITHIN THE 128 BELT. THESE DATA SUGGEST THAT CONCENTRATING COMMUNITY BENEFIT PROGRAMMING ON COMMUNITIES WITHIN THE 128 BELT WILL HAVE THE GREATEST LIKELIHOOD OF REACHING MASS. EYE AND EAR'S PEDIATRIC PATIENTS, INCLUDING MANY WHO ARE LOW-INCOME. COMMUNITIES OUTSIDE BOSTON WITH HIGHEST CONCENTRATION OF MASS. EYE AND EAR'S PEDIATRIC PATIENTS AND THOSE WITH LOW SES OR WHO ARE UN/UNDER-INSURED
(CHILDREN ; LOW INCOME CHILDREN)	CHELSEA 322 3.7% ; 253 9.3% REVERE: 284 3.3% ; 197 7.2% CAMBRIDGE: 252 2.9% ; 87 3.2% EVERETT: 209 2.4% ; 149 5.5% NEWTON: 200 2.3% LYNN: 187 2.1% ; 132 4.9% SOMERVILLE: 170 1.9% ; 87 3.2% MALDEN: 164 1.9% ; 98 3.6% QUINCY: 160 1.8% ; 54 2.0% BROOKLINE: 129 1.5% ANDOVER: 120 1.4% WALTHAM: 112 1.3% ; 32 1.2% BROCKTON: 107 1.2% ; 56 2.1% MEDFORD: 103 1.2% ; 36 1.3% MILTON: 103 1.2% HAVERHILL: 97 1.1% ; 41 1.5% BRAINTREE: 92 1.1% LEXINGTON: 88 1.0% NATICK: 86 1.0% WELLESLEY: 85 1.0% LAWRENCE: 34 1.3% PEABODY: 27 1.0% SAUGUS: 29 1.1% WINTHROP: 26 1.0% SUFFOLK COUNTY AND MUCH OF MIDDLESEX COUNTY ARE LOCATED WITHIN THE 128 BELT, WHERE MOST OF MASS. EYE AND EAR'S PATIENTS RESIDE AND WHERE THE LARGEST CONCENTRATIONS OF VULNERABLE PATIENTS (E.G., CHILDREN, SENIORS, THOSE WITH LOW SES OR WHO ARE UN/UNDER-INSURED) LIVE. THE U.S. CENSUS DATA FOR MASSACHUSETTS' COUNTIES SHOW THAT: SUFFOLK COUNTY IS HOME TO THE LARGEST NUMBER AND HIGHEST PERCENTAGE OF THE STATE'S RESIDENTS LIVING BELOW THE FEDERAL POVERTY LEVEL. TOGETHER, SUFFOLK AND MIDDLESEX COUNTIES ARE HOME TO 28.9% OF THE COMMONWEALTH'S RESIDENTS WHO LIVE BELOW THE POVERTY LINE. MIDDLESEX COUNTY IS HOME TO THE LARGEST NUMBER OF SENIOR CITIZENS (AGE 65 AND OVER) AND THAT, TOGETHER, MIDDLESEX AND SUFFOLK COUNTIES ARE HOME TO 35% OF THE COMMONWEALTH'S SENIORS. MIDDLESEX COUNTY IS HOME TO THE LARGEST NUMBER AND HIGHEST PERCENTAGE OF THE STATE'S CHILDREN (UNDER AGE 18) AND, TOGETHER, MIDDLESEX AND SUFFOLK COUNTIES ARE HOME TO 37.9% OF THE COMMONWEALTH'S CHILDREN UNDER AGE 18. SENIORS, CHILDREN, AND THOSE LIVING BELOW THE POVERTY LINE IN MA COUNTIES. (POPULATION : # LIVING BELOW POVERTY LINE ; % LIVING BELOW POVERTY LINE ; # OF SENIORS (65+) ; % SENIORS (65+) ; # OF CHILDREN (UNDER 18) ; % OF CHILDREN (UNDER 18)) MASSACHUSETTS: 674,540: 768,977 11.4%; 930,866 13.8%; 1,389,554 20.6% BARNSTABLE: 214,914: 19,987 9.3%; 59,746 27.8%; 34,171 15.9% BERKSHIRE: 128,715: 16,476 12.8%; 26,901 20.9%; 23,040 17.9% BRISTOL: 554,194: 68,720 12.4%; 87,008 15.7%; 116,935 21.1% DUKES: 17,356: 1,753 10.1%; 3,436 19.8%; 3,176 18.3% ESSEX: 769,091: 86,138 11.2%; 119,978 15.6%; 169,200 22.0% FRANKLIN: 70,862: 8,574 12.1%; 12,897 18.2%; 12,897 18.2% HAMPDEN: 468,161: 82,864 17.7%; 71,629 15.3%; 105,336 22.5% HAMPSHIRE: 160,939: 20,922 13.0%; 23,658 14.7%: 25,106 15.6% MIDDLESEX: 1,570,315: 127,196 8.1%; 219,844 14.0%; 323,485 20.6% NANTUCKET: 10,856: 1,129 10.4%; 1,455 13.4%; 2,269 20.9% NORFOLK: 692,254: 45,689 6.6%; 108,684 15.7%; 149,527 21.6% PLYMOUTH: 507,022: 38,534 7.6% ; 82,138 16.2%; 114,080 22.5% SUFFOLK: 767,254: 159,589 20.8%; 84,398 11.0%; 132,735 17.3% WORCESTER: 813,475: 91,109 11.2%; 114,700 14.1%; 178,965 22.0% BY CONCENTRATING ON THE 128 BELT WITH SOME EFFORTS THAT EXTEND STATEWIDE (ESPECIALLY IN THE AREA BETWEEN 128 AND INTERSTATE 495), MASS. EYE AND EAR WILL LIKELY REACH THE GREATEST CONCENTRATION OF ITS CURRENT PATIENTS, ITS MOST VULNERABLE PATIENTS (I.E., SENIORS, CHILDREN, THOSE WITH LOW SES), AS WELL AS NON-PATIENTS WHO ARE SENIORS, CHILDREN, AND THOSE LIVING IN POVERTY WHO MAY BENEFIT FROM MASS. EYE AND EAR'S COMMUNITY BENEFIT ACTIVITIES. ACCORDING TO THE DONAHUE INSTITUTE AT THE UNIVERSITY OF MASSACHUSETTS, THE SENIOR POPULATION (65+) IS PROJECTED TO STEADILY INCREASE OVER THE NEXT 15 YEARS WHEREAS THE POPULATION OF CHILDREN WILL REMAIN RELATIVELY STABLE PROJECTED PROPORTIONS OF SENIORS AND CHILDREN IN MA (2015-2030)
(SENIORS; CHILDREN)	2015: 15.3%; 22.9% 2020: 16.9%; 22.4% 2025: 19.1%; 22.3% 2030: 21.1%; 22.5% THESE PROJECTIONS SUGGEST THAT THE NEED FOR MASS. EYE AND EAR'S COMMUNITY BENEFIT ACTIVITIES TARGETING SENIORS AND CHILDREN WILL PERSIST (AND EVEN GROW FOR SENIORS) OVER THE THREE YEARS OF THIS PLAN. CONCLUSIONS: BASED ON THE CENSUS DATA AND MASS EYE AND EAR'S OWN PATIENT DATA, THE COMMUNITY BENEFITS COMMITTEE CONCLUDED THAT, ALTHOUGH MASS. EYE AND EAR CARES FOR PATIENTS FROM ALL OVER THE COMMONWEALTH, THE HOSPITALS PRIMARY SERVICE AREA INCLUDES THE COMMUNITIES WITHIN THE ROUTE 128 BELT. ANALYSES ALSO SHOWED THAT LARGE NUMBERS OF CHILDREN, ELDERLY, AND LOW-INCOME PATIENTS AND PATIENTS OF COLOR RESIDE WITHIN THIS SERVICE 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 MASS EYE AND EAR'S TARGET POPULATION ARE VERY LIKELY TO EXPERIENCE BARRIERS TO CARE RELATED TO DIVERSITY (E.G., LANGUAGE) AND SOCIO-ECONOMIC FACTORS. DUE TO THE FACTORS THAT MAKE CHILDREN, SENIORS AND LOW-INCOME INDIVIDUALS AND PEOPLE OF COLOR 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. MASS. EYE AND EAR 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 THE SERVICE AREA AND AMONG THE TARGET	POPULATIONS WITH DATA FROM PROVIDERS AND STAFF AT MASS. EYE AND EAR AND EXTERNAL PARTNERS AT ORGANIZATIONS SERVING THE TARGET POPULATIONS AND COMMUNITIES, THE CB WORKING GROUP IDENTIFIED THE UNMET NEEDS THAT, AS AN INSTITUTION, MASS. EYE AND EAR IS UNIQUELY POSITIONED TO ADDRESS BECAUSE OF ITS CLINICAL SERVICES AND EXPERTISE. THROUGH ON-GOING DIALOG AND CONVERSATIONS OVER THE FALL AND WINTER, THE CB WORKING GROUP LED THE PROCESS TO IDENTIFY THE RESOURCE NEEDS. THE NEEDS ARE SIMILAR TO THOSE IDENTIFIED IN THE HOSPITAL'S LAST 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 VIOLENCE WHO EXPERIENCED PHYSICAL INJURIES TO THE HEAD AND/OR NECK. - 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 MASS. EYE AND EAR 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 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 INCOME DISPARITIES, AND THE SMALL NUMBER OF INSTITUTIONS OFFERING THE CLINICAL EXPERTISE AND SERVICES AVAILABLE AT MASS. EYE AND EAR 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 CB WORKING GROUP AND THE HOSPITAL LEADERSHIP CONCLUDED THAT THE UNMET NEEDS IDENTIFIED DURING THE METRO BOSTON ASSESSMENT WERE ALIGNED WITH THE CAPABILITIES OF THE HOSPITAL AND ITS COMMUNITY PARTNERS AND SHOULD BE USED TO FORMULATE GOALS FOR THE FY16-18 COMMUNITY BENEFITS PLAN.
STEP 3. ASSESS NEEDS IN MISSION HILL	AS NOTED EARLIER, MASS. EYE AND EAR DECIDED TO BROADEN ITS COMMUNITY BENEFITS WORK TO PROVIDE TARGETED PROGRAMMING IN THE MISSION HILL NEIGHBORHOOD IN 2012 WITH THE OPENING OF A MULTI-SPECIALTY AMBULATORY CARE CENTER AT 800 HUNTINGTON AVENUE ON MISSION HILL. MISSION HILL IS ONE SQUARE MILE, THREE-QUARTERS OF WHICH IS RESIDENTIAL. THE OTHER QUARTER IS COMPRISED OF THE LONGWOOD MEDICAL AREA. ACCORDING 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. THE RANGE OF COUNTRIES OF ORIGIN DEMONSTRATES THE RICH ETHNIC DIVERSITY OF MISSION HILL RESIDENTS. ROUGHLY HALF OF MISSION HILL'S CHILDREN AND 60% OF ADULTS SPEAK A FOREIGN LANGUAGE AT HOME AND MANY EXPERIENCE LINGUISTIC ISOLATION BECAUSE THEY SPEAK LITTLE OR NO ENGLISH. LANGUAGES REPRESENTED INCLUDE SPANISH (35.1%), INDO-EUROPEAN LANGUAGES (38%), ASIAN AND PACIFIC ISLAND LANGUAGES (31.5%), AND OTHER LANGUAGES (17.4%). PLACE OF BIRTH FOR MISSION HILL'S FOREIGN-BORN POPULATION CHINA: 899; 24.2% SINGAPORE: 70; 1.9% INDIA: 422; 11.4% FRANCE: 66; 1.8% DOMINICAN REPUBLIC: 399; 10.8% CROATIA: 53; 1.4% IRELAND: 168; 4.5% CANADA: 53; 1.4% RUSSIA: 142; 3.8% TRINIDAD & TOBAGO: 51; 1.4% VIETNAM: 138; 3.7% GREECE: 46; 1.2% KOREA: 120; 3.2% JAPAN: 45; 1.2% COLOMBIA: 100; 2.7% JAMAICA: 42; 1.1% ERITREA: 90; 2.4% UZBEKISTAN: 41; 1.1% UKRAINE: 76; 2.0% NICARAGUA: 40; 1.1% FOR MISSION HILL ADULTS OVER THE AGE OF 25 (N=8,014), 18.5% HAVE LESS THAN A HIGH SCHOOL DIPLOMA, 21.7% HAVE A HIGH SCHOOL DEGREE OR GED, 17.4% HAVE SOME COLLEGE OR AN ASSOCIATE'S DEGREE, AND 42.5% HAVE A BACHELOR'S DEGREE OR HIGHER. 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. THE PER CAPITA INCOME IN THE PAST 12 MONTHS (IN 2009 INFLATION-ADJUSTED DOLLARS) WAS $24,121. OF THE 7,190 PEOPLE WHO CONSIDER THEMSELVES LABOR FORCE ELIGIBLE, 88.4% ARE EMPLOYED. MISSION HILL IS HOME TO MORE THAN 20 HEALTH CARE, RESEARCH AND ACADEMIC INSTITUTIONS. JUST OVER 48% OF MISSION HILL EMPLOYEES HOLD PROFESSIONAL AND MANAGERIAL ROLES. ANOTHER 18.3% ARE IN SERVICE OCCUPATIONS, 23.9% ARE IN SALES AND OFFICE JOBS, AND 9.4% ARE IN A RANGE OF OTHER OCCUPATIONS, INCLUDING CONSTRUCTION, TRANSPORTATION, AND OTHER TYPES OF LABOR. 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. IN SUMMARY, 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 RESIDENTS. TO LEARN ABOUT MASS. EYE AND EARS 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, MASS. EYE AND EAR CARED FOR 311 PATIENTS WHO LIVE IN MISSION HILL (1.9% OF THE MISSION HILL POPULATION). THE NUMBER OF MISSION HILL RESIDENTS INCREASED SLIGHTLY FROM 2012 (UP 48 FROM 2012'S 263 INDIVIDUALS). WITH THE LONGWOOD FACILITY AND CONCENTRATED EFFORT TO PROVIDE SERVICES TO THE NEIGHBORHOOD THROUGH ITS COMMUNITY BENEFITS PROGRAMMING, WE EXPECT THE NUMBER OF MISSION HILL RESIDENTS SERVED BY MASS. EYE AND EAR TO INCREASE OVER TIME. FIGURE BELOW SHOWS THE DEMOGRAPHICS OF MASS. EYE AND EAR'S PATIENTS WHO LIVE IN MISSION HILL.
DEMOGRAPHICS OF MASS. EYE AND EAR MISSION HILL PATIENTS (ZIP 02120) N=311	AGE MEAN 46.5 RANGE 3-95 UNDER 18 (PEDIATRIC) 8 (2.4%) 65+ (GERIATRIC) 69 (22.0%) SEX FEMALE 194 (62.4%) MALE 117 (37.6%) SES (USING PAYER AS PROXY) LOW SES: 89 (28.6%) UN/UNDER-INSURED: 6 (1.9%) RACE/ETHNICITY AMERICAN INDIAN/ALASKA NATIVE: 4 (1.3%) ASIAN: 26 (8.4%) BLACK/AFRICAN AMERICAN: 58 (18.6%) HISPANIC: 48 (15.4%) WHITE: 93 (29.9%%) OTHER: 1 (.3%) NOT AVAILABLE: 81 (26.0%)
SCHEDULE H, PART VI, LINE 5	THE COMMUNITY BENEFITS PLAN THE CB WORKING GROUP USED THE ASSESSMENT FINDINGS TO DRAFT THE COMMUNITY BENEFIT PLAN. ONCE DRAFTED, JENNIFER STREET PRESENTED THE DRAFT PLAN TO THE HOSPITAL'S SENIOR LEADERSHIP FOR THEIR INPUT AND APPROVAL. AFTER INCLUDING THEIR FEEDBACK, THE PLAN WAS FINALIZED. THE PLAN IS POSTED PUBLICLY ON THE MASS. EYE AND EAR WEBSITE AND AS PART OF THE ANNUAL SUBMISSION TO THE OFFICE OF THE ATTORNEY GENERAL; THEREFORE THE TARGET POPULATIONS IDENTIFIED HEREIN ARE ALSO POSTED PUBLICLY AS REQUESTED BY THE OFFICE OF THE ATTORNEY GENERAL. PER THE ATTORNEY GENERALS COMMUNITY BENEFITS GUIDELINES, WE HAVE ESTABLISHED A THREE-YEAR PLAN. ALTHOUGH WE DO NOT CURRENTLY INTEND TO MODIFY THE PLAN, MASS. EYE AND EAR RECOGNIZES THAT CIRCUMSTANCES MAY ARISE OVER THE THREE YEARS OF THE PLAN THAT WOULD WARRANT A CHANGE (E.G., DUE TO INCREASES OR REDUCTIONS IN RESOURCES, NEW PARTNERSHIP OPPORTUNITIES, AN URGENT NEED THAT ARISES AMONG TARGET POPULATIONS THAT MUST BE PRIORITIZED). SHOULD SUCH CIRCUMSTANCES ARISE, THE CB WORKING GROUP WILL REVIEW THE PARTICULAR SITUATION AND PROPOSE AN APPROPRIATE SOLUTION (E.G., ADDING, MODIFYING OR ELIMINATING A STRATEGY). MASS. EYE AND EAR CONTINUES TO WORK TO STRENGHTEN ITS RELATIONSHIPS WITH THE MISSION HILL NEIGHBORHOOD. THESE EFFORTS INCLUDE INTERNSHIP PROGRAMS, SCREENINGS, FINANCIAL SUPPORT AND SPONSORSHIPS AND PARTICIPATION/VOLUNTEER IN LOCAL EVENTS. DEVELOPING COMMUNITY BENEFIT PLAN GOALS THE CB WORKING GROUP REVIEWED THE UNMET NEEDS IDENTIFIED DURING THE ASSESSMENT, INCLUDING THOSE IDENTIFIED IN MISSION HILL, AND DETERMINED THAT THEY WERE CONSISTENT WITH THE EXISTING GOALS OF MASS. EYE AND EAR'S COMMUNITY BENEFITS PLAN. THE COMMUNITY BENEFIT COMMITTEE RE-AFFIRMED THE EXISTING GOALS. THE GOALS ARE TO: 1. IMPROVE VISION AMONG MEMBERS OF MASS. EYE AND EARS DESIGNATED COMMUNITY AND TARGET POPULATIONS BY ENSURING ACCESS TO THE INFORMATION, SUPPORT, SCREENING AND CLINICAL SERVICES THEY NEED TO PREVENT AND ADDRESS VISION PROBLEMS. 2. IMPROVE HEARING AMONG MEMBERS OF MASS. EYE AND EARS DESIGNATED COMMUNITY AND TARGET POPULATIONS BY ENSURING ACCESS TO THE INFORMATION, SUPPORT, SCREENING AND CLINICAL SERVICES THEY NEED TO PREVENT AND ADDRESS HEARING PROBLEMS. 3. ENSURE THAT SURVIVORS OF VIOLENCE WHO EXPERIENCE SEVERE INJURY TO THE HEAD OR NECK RECEIVE CLINICAL CARE TO IMPROVE THEIR PHYSICAL AND EMOTIONAL WELL-BEING. 4. ENSURE THAT MEMBERS OF MASS. EYE AND EARS DESIGNATED COMMUNITY AND TARGET POPULATIONS HAVE APPROPRIATE INFORMATION AND EMOTIONAL SUPPORT RELATED TO HEAD AND NECK CANCERS, FACIAL PARALYSIS, AND CONDITIONS THAT AFFECT SMELL AND TASTE. 5. IMPROVE ACCESS TO CARE FOR MEMBERS OF THE DESIGNATED COMMUNITY AND TARGET POPULATIONS WHO MAY NOT BE ABLE TO GET THE SERVICES THEY NEED FOR VISION, HEARING OR HEAD/NECK CONDITIONS DUE TO LINGUISTIC, TRANSPORTATION, OR FINANCIAL BARRIERS OR LACK OF INFORMATION. 6. STRENGTHEN MASS. EYE AND EARS PARTNERSHIP WITH ORGANIZATIONS THAT SUPPORT MASS. EYE AND EARS COMMUNITY BENEFITS MISSION IN THE DESIGNATED COMMUNITY AND/OR WITH THE TARGET POPULATIONS. 7. INCREASE JOB READINESS OPPORTUNITIES FOR MEMBERS OF LOW-INCOME COMMUNITIES AND/OR HIGH RISK GROUPS. DEFINING OBJECTIVES, STRATEGIES AND TARGETS FOR THE COMMUNITY BENEFITS PLAN 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, THE CB WORKING GROUP SOUGHT GUIDANCE FROM OTHER SOURCES TO DEVELOP OBJECTIVES THAT WOULD SUPPORT THE GOALS OF THE COMMUNITY BENEFITS PLAN. THE BEST GUIDANCE AVAILABLE FOR THIS PURPOSE CAME FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION. THE CDCS HEALTHY PEOPLE 2020 OBJECTIVES ESTABLISHED TARGETS RELATED TO VISION, HEARING, BALANCE, SMELL, TASTE, AND VOICE/SPEECH, ALL ISSUES RELATED TO THE SERVICES PROVIDED BY MASS. EYE AND EAR. MASSACHUSETTS WAS NOT AMONG THE STATES THAT COLLECTED DATA RELATED TO THESE OBJECTIVES. THE CB WORKING GROUP REVIEWED ALL OF THE RELEVANT HEALTHY PEOPLE 2020 OBJECTIVES TO UNDERSTAND WHICH SUPPORT THE LARGER COMMUNITY BENEFITS GOALS. ANOTHER BENEFIT OF UTILIZING THE HEALTHY PEOPLE 2020 OBJECTIVES IS THAT MASS. EYE AND EAR IS ABLE TO MAKE A CONTRIBUTION TOWARD NATIONAL PUBLIC HEALTH PRIORITIES BY ADDRESSING SELECTED NATIONAL OBJECTIVES IN MASSACHUSETTS. THE CB WORKING GROUP AFFIRMED ITS SEVEN VISION-RELATED OBJECTIVES (THAT SUPPORT GOAL 1), EIGHT HEARINGRELATED OBJECTIVES (THAT SUPPORT GOAL 2), AND NINE OTHER OBJECTIVES (THAT SUPPORT GOALS 3 - 7 AND ADDRESS OTHER UNMET NEEDS AND ACCESS ISSUES IDENTIFIED AS PART OF THE COMMUNITY BENEFITS NEEDS ASSESSMENT PROCESS). ONCE THE OBJECTIVES WERE IDENTIFIED, THE CB WORKING GROUP IDENTIFIED STRATEGIES THAT WOULD LEAD TO ACCOMPLISHMENT OF THE OBJECTIVES. THESE STRATEGIES WERE INFORMED BY THE INTERNAL AND EXTERNAL PARTNERS INVOLVED IN THE NEEDS ASSESSMENT. GIVEN MASS. EYE AND EARS CLINICAL SERVICES AND RESOURCES AND THE EXPERTISE OF ITS PARTNERS, THE CB WORKING GROUP WAS ABLE TO ASSEMBLE A COMPREHENSIVE SET OF STRATEGIES THAT FALL INTO FOUR CATEGORIES. THE CB WORKING GROUP ALSO ASKED THEIR PARTNERS TO GIVE INPUT ABOUT TARGETS OR EXPECTED OUTCOMES ASSOCIATED WITH EACH OBJECTIVE. WITH THEIR GUIDANCE AND USING AVAILABLE DATA ON NEEDS AND POTENTIAL DEMAND FOR SERVICES, AS WELL AS CAPACITY ASSOCIATED WITH EACH OF THE COMMUNITY BENEFITS STRATEGIES, THE CB WORKING GROUP ESTABLISHED TARGETS FOR EACH OF THE THREE YEARS OF THE PLAN. THE GOALS, OBJECTIVES, STRATEGIES, AND TARGETS/EXPECTED OUTCOMES FOR THE NEXT THREE YEARS ARE DISPLAYED ON THE MASS. EYE AND EAR COMMUNITY BENEFITS LOGIC MODEL. THE LOGIC MODEL PROVIDES A USER-FRIENDLY WAY OF EXPLAINING WHAT MASS. EYE AND EAR AND ITS PARTNERS WANT TO ACCOMPLISH (I.E., THE OBJECTIVES), HOW EACH OBJECTIVE WILL BE ACHIEVED (I.E., THE STRATEGIES), AND THE PROGRESS EXPECTED TOWARD THE OBJECTIVES EACH YEAR (I.E., THE TARGETS/EXPECTED OUTCOMES). SECTION IV OF THIS DOCUMENT PROVIDES DETAIL ABOUT EACH COMMUNITY BENEFITS STRATEGY, INCLUDING DESCRIPTIONS OF OUR PARTNERS, THE ATTORNEY GENERALS COMMUNITY BENEFITS CATEGORIES ADDRESSED BY EACH STRATEGY, THE COMMUNITIES AND POPULATIONS SERVED, INFORMATION ABOUT PROGRESS RELATED TO EACH STRATEGY, AND THE COMMUNITY BENEFITS RESOURCES EXPENDED TO SUPPORT EACH. THE FOLLOWING SECTION PROVIDES AN EVALUATION OF THE MOST RECENT YEAR'S PROGRESS TOWARD THE COMMUNITY BENEFITS PLAN TARGETS, INCLUDING INFORMATION ABOUT THE EXTENT TO WHICH THOSE ANNUAL TARGETS WERE MET AND OUR PLANS FOR IMPROVEMENT WHERE NEEDED. THE COMMUNITY BENEFITS STRATEGIES MASS. EYE AND EARS COMMUNITY BENEFITS STRATEGIES FOR ACHIEVING ITS OBJECTIVES AND ANNUAL TARGETS PROGRAM FALL INTO FOUR MAJOR CATEGORIES: 1. HEALTH SCREENING AND DIRECT SERVICES 2. COMMUNITY EDUCATION AND SUPPORT GROUPS 3. ACCESS TO SERVICES/RESOURCES/WORK EXPERIENCE 4. FINANCIAL SUPPORT (GRANTS, DONATIONS, FOUNDATION SUPPORT, SCHOLARSHIPS) CATEGORIES 1 AND 2 DRAW ON MASS. EYE AND EARS BROAD CLINICAL AND TEACHING EXPERTISE AND ENCOMPASS THE NEW JOB READINESS STRATEGIES. CATEGORY 3 RESPONDS TO BARRIERS AND OBSTACLES THAT LIMIT ACCESS TO SERVICES AND ALSO INCLUDES INITIATIVES THAT PROVIDE TARGETED POPULATIONS WITH OPPORTUNITIES TO GAIN WORK EXPERIENCE. CATEGORY 4 REPRESENTS MASS. EYE AND EARS OPPORTUNITY TO SUPPORT PARTNERS WHOSE MISSIONS ARE ALIGNED WITH THOSE OF MASS. EYE AND EAR AND WHO ARE PROVIDING SERVICES TO MASS. EYE AND EARS 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 GENERALS COMMUNITY BENEFITS CATEGORIES ADDRESSED, AND THE COSTS/RESOURCES EXPENDED FOR THE REPORTABLE YEAR (FY15) FOR EACH STRATEGY IN THE CATEGORY.
CATEGORY 1: HEALTH SCREENING AND DIRECT SERVICES	MASS. EYE AND EAR PROVIDES HEALTH SCREENING AND DIRECT CLINICAL SERVICES TO A WIDE RANGE OF INDIVIDUALS AND GROUPS, FROM LOW-INCOME CHILDREN TO SENIORS TO SURVIVORS OF VIOLENCE. SPECIFIC INITIATIVES ARE 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. MASS. EYE AND EARS DEPARTMENTS OF AUDIOLOGY AND OPHTHALMOLOGY PARTNER WITH NHCSS SCHOOL NURSE TO OFFER VISION AND HEARING SCREENING TO ALL STUDENTS. CHILDREN WHO NEED FOLLOW-UP CARE RECEIVE IT, FREE IF NECESSARY, AT MASS. EYE AND EAR. WORKING WITH NHCS SCHOOL NURSE, WE SET A GOAL OF SCREENING ALL CHILDREN IN ADVANCE OF FLU SEASON TO MAXIMIZE THE NUMBER OF CHILDREN IN ATTENDANCE FOR SCREENING. 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 BOSTONS AT-RISK NEIGHBORHOODS THE OPPORTUNITY TO LEAVE THE CITY DURING THE DAY AND PARTICIPATE IN A FOUR-WEEK SUMMER CAMP PROGRAM. RECOGNIZING MASS. EYE AND EARS EXPERTISE IN VISION SCREENING, LATE BOSTON MAYOR THOMAS MENINO REQUESTED THAT MASS. EYE AND EAR PLAY A ROLE AT CAMP HARBOR VIEW. MASS. EYE AND EAR HAS BEEN PARTNERING WITH THE CAMP SINCE ITS FIRST SEASON. MASS. EYE AND EAR STAFF MEMBERS TRAVEL TO CAMP HARBOR VIEW TO CONDUCT ON-SITE VISION SCREENINGS AND IDENTIFY THOSE IN NEED OF FOLLOW-UP CARE. IN 2015 MASS. EYE AND EAR HELD TWO DAYS OF SCREENING INVOLVING 40 MASS. EYE AND EAR STAFF MEMBERS. 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. MASS. EYE AND EAR 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. MASS. EYE AND EAR STAFF MEMBERS PROVIDE 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. FACING FORWARD (FORMERLY KNOWN AS R.O.S.E. FUND COLLABORATION): FACING FORWARD SCREENS AND REFERS TO MASS. EYE AND EAR SURVIVORS OF VIOLENCE IN NEED OF RECONSTRUCTIVE SURGERY. MASS. EYE AND EARS SURGEONS PERFORM THESE LIFE-ALTERING SURGERIES FREE OF CHARGE. ONE PATIENT WAS REFERRED AND SERVED IN FY16.
CATEGORY 2: COMMUNITY EDUCATION AND SUPPORT GROUPS	MASS. EYE AND EARS 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). DETAILS ON THESE EDUCATIONAL AND SUPPORT STRATEGIES ARE PRESENTED BELOW. PUBLIC FORUM ON THE NOSE AND SINUSES (KNOW YOUR NOSE): THIS YEAR, MEMBERS OF MASS. EYE AND EARS DEPARTMENT OF ENT OFFERED A SERIES OF LECTURES ON THE NOSE AND SINUSES. AN INVITATION TO THIS EVENT WAS EXTENDED TO PATIENTS ON THE MASS. EYE AND EAR EMAIL LIST, POSTED ON MASSEYEANDEAR.ORG AND ON SOCIAL MEDIA. THE SESSIONS INCLUDED 'THE NOSE AND SINUSES,' 'MEDICAL TREATMENT OF SINUSITIS,' 'SURGICAL TREATMENT OF SINUSITIS,'THE BLEEDING NOSE.' LOW VISION SUPPORT GROUP: THE LOW VISION SUPPORT GROUP (PART OF MASS. EYE AND EARS VISION REHAB PROGRAM) HELPS PARTICIPANTS UNDERSTAND ISSUES RELATED TO LOW VISION, PROVIDING COPING STRATEGIES FOR DAILY LIVING, PROBLEM-SOLVING TECHNIQUES, AND GOAL-ORIENTED ACTION PLANS. THE GROUP ADDRESSES EMOTIONS EVOKED BY VISION LOSS (E.G., SADNESS/GRIEF, FRUSTRATION, UNCERTAINTY), AS WELL AS HOW TO COMMUNICATE WITH HEALTH CARE PROFESSIONALS, FAMILY, FRIENDS AND STRANGERS. MASS. EYE AND EAR ALSO ARRANGES FOR GUESTS SPEAKERS WHO ARE SPECIALISTS IN SUCH AREAS AS OCCUPATIONAL THERAPY, ORIENTATION AND MOBILITY. 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. MASS. EYE AND EAR HAS A STRONG COLLABORATIVE RELATIONSHIP WITH THIS ORGANIZATION, PROVIDING MEETING SPACE AND SPEAKERS FOR THE GROUPS. MASS. EYE AND EAR REFERS NEW LARYNGECTOMY PATIENTS TO THE BOSTON CURED CANCER GROUP, HOSTS THE SUPPORT GROUP, AND PROVIDES PARKING. 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. MASS. EYE AND EAR 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. MASS. EYE AND EAR 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. MASS. EYE AND EAR DONATES MONTHLY MEETING SPACE, AND MASS. EYE AND EAR CLINICIANS SERVE AS SPEAKERS FOR MEETINGS AND EVENTS. MANY OF HEAR@BOSTONS MEMBERS ARE YOUNG PROFESSIONALS BETWEEN THE AGES OF 20 AND 45, BUT THE GROUP ENCOURAGES PEOPLE OF ALL AGES TO JOIN. GRAVES DISEASE/THYROID EYE DISEASE SUPPORT GROUP: MASS. EYE AND EAR OFFERS A THYROID EYE DISEASE (GRAVES DISEASE) SUPPORT GROUP, WHICH ALLOWS 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. MASS. EYE AND EAR DONATES MEETING SPACE FOR THIS GROUP, WHICH MEETS QUARTERLY. PHYSICIANS FROM BOTH MASS. EYE AND EAR AND MASS. GENERAL HOSPITAL CONTRIBUTE TO THE PROGRAM. VISION REHABILITATION: IN THE AREA OF VISION REHABILITATION EDUCATION, MASS. EYE AND EAR STAFF RESPONDED TO A NUMBER OF REQUESTS FROM ORGANIZATIONS SERVING SENIORS TO PROVIDE SUPPORTIVE EDUCATION RELATED TO VISION REHABILITATION, INCLUDING THE FOLLOWING PRESENTATIONS: - MILTON COUNCIL ON AGING - ADVANCED TECHNOLOGY FOR THE VISUALLY IMPAIRED AT THE WINTHROP LOW VISION SUPPORT GROUP AT THE WINTHROP SENIOR CENTER. - VISION REHABILITATION MODEL AT MASS. EYE AND EAR AT THE JEWISH COMMUNITY CENTER LOW VISION SUPPORT GROUP, MARBLEHEAD - VISION REHABILITATION SERVICES AT MASS. EYE AND EAR AND ASSISTING SENIORS WITH AGE RELATED MACULAR DEGENERATION FOR SENIOR HEALTHWISE AT MASSACHUSETTS GENERAL HOSPITAL. MASS. EYE AND EAR ALSO ASSISTED IN HEALTH SCREENINGS FOR SENIORS AT SENIOR HEALTHWISE AT MASSACHUSETTS GENERAL HOSPITAL. HEALTH FAIRS: MASS. EYE AND EAR STAFF ATTENDED SEVERAL COMMUNITY FAIRS TO EDUCATE THE PUBLIC ABOUT EAR, NOSE, THROAT AND EYE CARE AND ABOUT AVAILABLE HEALTH SERVICE IN VARIOUS COMMUNITIES. THESE INCLUDED: - MISSION HILL HEALTH FAIR - EMERSON HEALTH AND WELLNESS EXPO - STONEHAM TOWN DAY
CATEGORY 3: ACCESS TO SERVICES/RESOURCES/WORK EXPERIENCE	THIS CATEGORY DESCRIBES MASS. EYE AND EAR STRATEGIES TO MAKE SERVICES AND RESOURCES AVAILABLE TO INDIVIDUALS WHO MIGHT NOT OTHERWISE BE ABLE TO ACCESS THEM. ALSO INCLUDED HERE ARE ACTIVITIES THAT PROVIDE TARGETED POPULATIONS WITH OPPORTUNITIES TO GAIN WORK EXPERIENCE. TRANSPORTATION FOR NEEDY PATIENTS: MASS. EYE AND EAR PROVIDES FREE TAXI TRANSPORTATION FOR PATIENTS AND FAMILIES IN EMERGENCY SITUATIONS. VOLUNTEER ESCORTS FOR PATIENTS: MASS. EYE AND EAR MANAGES A PROGRAM TO PROVIDE ESCORTS TO PATIENTS WHO NEED ASSISTANCE NAVIGATING THE HOSPITAL AND SURROUNDING AREA. THESE INCLUDE TAXI ESCORTS; ESCORTS TO TRAINS OR BUSES; ESCORTS TO ACCOMMODATIONS; ESCORTS WITHIN HOSPITALS (MASS. EYE AND EAR AND MASS. GENERAL HOSPITAL); AND ASSISTANCE WITH PATIENT MEDICAL PASSPORTS. FREE EYEGLASSES PROGRAM: SOCIAL WORK STAFF, PATIENT FINANCIAL COUNSELORS, AND OPTICAL SHOP STAFF COLLABORATE TO PROVIDE FREE GLASSES TO MASS. EYE AND EAR PATIENTS WHO MEET INCOME AND OTHER ELIGIBILITY GUIDELINES AND ARE UNABLE TO PAY FOR GLASSES. CONSULTATION FOR NON-MASS. EYE AND EAR PATIENTS: MASS. EYE AND EARS SOCIAL WORK STAFF PROVIDES INFORMATION AND REFERRAL FOR FINANCIAL RESOURCES, VISION AND HEARING RESOURCES, HOMECARE, AND EDUCATION TO NON-MASS. EYE AND EAR PATIENTS. FREE MEDICATIONS: MASS. EYE AND EARS NEEDY PATIENT FUND COVERS THE COST OF MEDICATIONS FOR PATIENTS WHO CANNOT AFFORD TO PAY. SOCIAL WORK CONSULTATIONS FOR PATIENTS NEEDING FINANCIAL ASSISTANCE: THE STAFF FROM MASS. EYE AND EARS 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 MASS. EYE AND EAR. FINANCIAL COUNSELING ASSISTANCE: THE HOSPITALS 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: MASS. EYE AND EARS RESEARCH LIBRARY STAFF REGULARLY 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 MASS. EYE AND EAR HEARING AID CENTER PROVIDES SUPPORT, INCLUDING EDUCATION, TO PATIENTS WITH HEARING LOSS. THESE SERVICES ARE PROVIDED TO PATIENTS AS WELL AS MEMBERS OF THE COMMUNITY THROUGH PARTICIPATION AT LOCAL HEALTH FAIRS AND SCHOOL SCREENINGS. FREE PARKING: MASS. EYE AND EAR OFFERS FREE PARKING TO PATIENTS AND THEIR FAMILIES THAT ENABLES THEM TO COME FOR CARE AND PARTICIPATE IN SUPPORT GROUPS. MASS. EYE AND EAR ALSO EXTENDS FREE PARKING TO SUPPORT GROUPS SUCH AS THE GLAUCOMA SUPPORT GROUP AND HEAR@BOSTON. PROJECT SEARCH: THIS PILOT PROJECT IN PARTNERSHIP WITH THE MASS. COMMISSION FOR THE BLIND AND THE POLUS CENTER FOR SOCIAL AND ECONOMIC DEVELOPMENT PROVIDED INTERNSHIPS FOR FOUR INDIVIDUALS WITH VISUAL IMPAIRMENT, AN OPPORTUNITY THAT ALLOWED THEM TO DEVELOP TRANSFERRABLE JOB SKILLS. CHARITABLE CARE: ADDITIONALLY FOR THIS CATEGORY, MASS. EYE AND EAR PROVIDES FREE OR DISCOUNTED CARE TO PATIENTS WHO ARE UNABLE TO COVER THE FULL COST OF THE SERVICES THEY UTILIZE. THIS FREE OR DISCOUNTED CARE MEETS MASS. EYE AND EARS FINANCIAL ASSISTANCE POLICY. WE MAKE EVERY EFFORT TO IDENTIFY APPROPRIATE INSURANCE COVERAGE FOR OUR PATIENTS AND TO HELP THEM ACCESS THE COVERAGE FOR WHICH THEY ARE ELIGIBLE. HOWEVER, EACH YEAR MASS. EYE AND EAR EXTENDS CARE TO PATIENTS THAT IS NOT FULLY REIMBURSED. IN 2016 OUR NET CHARITY CARE TOTALED $2,152,229, WHICH INCLUDES THE HEALTH SAFETY NET (HSN) ASSESSMENT AND SHORTFALL, HSN DENIED CLAIMS, AND FREE OR DISCOUNTED CARE PROVIDED TO PATIENTS THAT MEET MASS. EYE AND EARS FINANCIAL ASSISTANCE POLICY. THE NET CHARITY CARE PROVIDED EACH YEAR IS A REFLECTION OF MASS. EYE AND EARS AND THE COMMUNITY BENEFITS COMMITTEES COMMITMENT TO THE DELIVERY OF HIGH-QUALITY CARE TO OUR PATIENTS AND IS AN IMPORTANT STRATEGY FOR ENSURING ACCESS TO CARE IN OUR COMMUNITY BENEFITS PLAN. BELOW, DETAIL RELATED TO THE HOSPITALS NET CHARITY CARE, TOTAL REVENUE, TOTAL PATIENT CARE RELATED EXPENSES, AND BAD DEBT IS PROVIDED.
CATEGORY 4: FINANCIAL SUPPORT (GRANTS, DONATIONS, FOUNDATION SUPPORT,	AND SCHOLARSHIPS) MASS. EYE AND EAR DESIGNATES A PORTION OF ITS COMMUNITY BENEFITS RESOURCES TO PROVIDE FINANCIAL SUPPORT TO A SELECT NUMBER OF ORGANIZATIONS WHOSE MISSIONS ALIGN WITH THAT OF MASS. EYE AND EAR AND WHO SUPPORT THE HOSPITAL'S COMMUNITY BENEFITS GOALS AND ADDRESS ISSUES AFFECTING THE TARGET COMMUNITIES AND PRIORITY 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) 2015

Additional Data

Software ID:
Software Version:

- TIN:

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," on 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

2015

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

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? ........................

Yes No

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" on 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)	183,589	RESEARCH
(2) BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS ST BOSTON,MA02115	04-2312909	501(C)(3)	584,291	RESEARCH
(3) JOHNS HOPKINS UNIV SCHOOL OF MEDICINE 733 N BROADWAY STE 117 BALTIMORE,MD21205	52-1479934	501(C)(3)	20,114	RESEARCH
(4) MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT ST BOSTON,MA02114	04-2697983	501(C)(3)	629,829	RESEARCH
(5) MAYO CLINIC 200 1ST ST SW ROCHESTER,MN55905	41-6011702	501(C)(3)	13,141	RESEARCH
(6) SCHEPENS EYE RESEARCH INSTITUTE 20 STANIFORD ST BOSTON,MA02114	04-2129889	501(C)(3)	326,459	RESEARCH
(7) UNIVERSITY OF MIAMI 1400 NW 10TH AVE MIAMI,FL33136	59-0624458	501(C)(3)	102,024	RESEARCH
(8) MEDICAL COLLEGE OF WISCONSIN 8701 WATERTOWN PLANK RD MILWAUKEE,WI53226	39-0806261	501(C)(3)	29,100	RESEARCH
(9) MASSACHUSETTS EYE AND EAR ASSOCIATES INC 243 CHARLES STREET BOSTON,MA02114	22-2658209	501(C)(3)	14,799,398	INSTITUTIONAL SUPPORT
(10) RHODE ISLAND HOSPITAL 593 Eddy Street Providence,RI029034923	05-0258954	501(c)(3)	227,757	RESEARCH
(11) CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE 10900 Euclid Ave Cleveland,OH441067015	34-1018992	501(c)(3)	111,662	RESEARCH
(12) SCHEPENS EYE RESEARCH INSTITUTE 20 STANIFORD ST BOSTON,MA02114	04-2129889	501(C)(3)	203,326	INSTITUTIONAL SUPPORT
(13) BIONIC EYE TECHNOLOGIES INC 4 WILLOW LAKE DRIVE FISHKILL,NY12524	46-5766628	501(c)(3)	521,788	RESERACH
(14) CHICAGO ASSOC FOR RESEARCH & EDUCATION IN SCIENCE 5000 SOUTH 5TH AVENUE HINES,IL60141	36-3334177	501(c)(3)	159,157	RESERACH
(15) EMORY UNIVERSITY 1599 CLIFTON ROAD ATLANTA,GA303224250	58-0566256	501(c)(3)	27,745	RESEARCH
(16) HARVARD MEDICAL SCHOOL 25 SHATTUCK STREET BOSTON,MA02115	04-2103580	501(c)(3)	33,767	RESEARCH
(17) PRESIDENT & FELLOWS OF HARVARD MASSACHUSETTS HALL CAMBRIDGE,MA02138	04-2103580	501(c)(3)	805,183	RESEARCH
(18) MAYO MEDICAL LABRATORIES 200 FIRST STREET SW ROCHESTER,MN55905	41-6011702	501(c)(3)	82,925	RESEARCH
(19) NATIONWIDE CHILDREN'S HOSPITAL 700 CHILDRENS DRV COLUMBUS,OH432052664	31-6056230	501(C)(3)	61,429	RESEARCH
(20) SALUS UNIVERSITY 8360 OLD YORK RD ELKINS PARK,PA190271598	23-1413680	501(C)(3)	68,422	RESEARCH
(21) PORTLAND VA RESEARCH FOUNDATION INC HOSPITAL ROAD PORTLAND,OR972392964	94-3090170	501(C)(3)	88,209	RESEARCH
(22) UNIVERSITY OF MAINE 5717 CORBETT HALL ORONO,ME044695717	01-6000769	501(c)(3)	40,303	RESEARCH
(23) UNIVERSITY OF PITTSBURGH 203 LOTHROP ST PITTSBURGH,PA152132588	25-0965591	501(c)(3)	10,427	RESEARCH
(24) UNIVERSITY OF WISCONSIN 21 NPARK ST MADISON,WI537151218	39-6006492	501(c)(3)	69,752	RESEARCH
(25) WILLS EYE HOSPITAL 840 WALNUT ST PHILADELPHIA,PA191075109	23-6000204	501(c)(3)	13,868	RESEARCH
(26) DUKE UNIVERSITY 2200 W MAIN ST DURHAM,NC277054677	56-0532129	501(c)(3)	13,884	RESEARCH
(27) UNIVERSITY OF MICHIGAN 3003 S STATE ST ANN ARBOR,MI481091287	38-6006309	501(c)(3)	23,096

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2015

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)

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 ("THE INFIRMARY") AND THE RECIPIENT INSTITUTION. THE AGREEMENT SPECIFIES THE TERMS OF THE SUBAWARD AND INCLUDES A DETAILED BUDGET AND SCOPE OF WORK TO BE PERFORMED BY THE RECIPIENT INSTITUTION. AWARDED FUNDS ARE ENCUMBERED BY A PURCHASE ORDER THAT IS ASSIGNED TO A UNIQUE FUND NUMBER. PAYMENTS TO RECIPIENT INSTITUTIONS MADE AGAINST THE PURCHASE ORDER ARE RECORDED IN THE MEEI ACCOUNTING SYSTEM SO THAT INDIVIDUAL PAYMENTS AND PURCHASE ORDERS BALANCES CAN BE MONITORED. DISBURSEMENT OF FUNDS FOR SUBAWARDS REQUIRES THE WRITTEN APPROVAL OF THE PRINCIPAL INVESTIGATOR ("PI"). FREQUENT PROGRESS REPORTS AND OTHER FORMS OF COMMUNICATION ARE REQUIRED BETWEEN THE PI AND THE SUBAWARD RECIPIENT INSTITUTE TO ENSURE THAT THE SCOPE OF WORK IS PROGRESSING AT A 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 SUB-RECIPIENTS' MOST RECENT A133 AUDIT REPORT, TO DETERMINE THE LEVEL OF RISK REGARDING THE SUB-RECIPIENTS' ABILITY TO COMPLY WITH FEDERAL GUIDELINES.

Schedule I (Form 990) 2015

Additional Data

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Software Version:

- TIN:

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" on 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

2015

Open to Public Inspection

Name of the organization

MASSACHUSETTS EYE & EAR INFIRMARY

Employer identification number

04-2103591

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .........

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? ..

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization?

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization?

Any related organization? .........................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on 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 ............

Yes

Were any amounts reported on 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 .............................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2015

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 on 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 on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1JOHN R FERNANDEZPRESIDENT	(i) (ii)	734,263 -------------	200,000 -------------	139,392 -------------	229,746 -------------	21,440 -------------	1,324,841 -------------	120,000 -------------
2JOAN W MILLER MDDIRECTOR	(i) (ii)	------------- 718,928	------------- 142,920	------------- 20,322	------------- 36,475	------------- 21,981	------------- 940,626	-------------
3MAUREEN KELLEYASST SECRETARY	(i) (ii)	189,446 -------------	4,000 -------------	404 -------------	5,890 -------------	20,680 -------------	220,420 -------------	-------------
4CAROLANN WILLIAMSCFO & VP FINANCE AND ADMIN	(i) (ii)	406,712 -------------	74,599 -------------	810 -------------	12,810 -------------	21,374 -------------	516,305 -------------	-------------
5BARBARA J SCULLYDIRECTOR PROF REV CYCLE	(i) (ii)	177,329 -------------	6,800 -------------	359 -------------	15,415 -------------	20,576 -------------	220,479 -------------	-------------
6EILEEN O LOWELLCNO & VP PAT CARE SVS	(i) (ii)	261,995 -------------	42,593 -------------	1,849 -------------	16,427 -------------	20,623 -------------	343,487 -------------	-------------
7ALAN K LONGVP RESEARCH ADMINISTRATION	(i) (ii)	196,989 -------------	19,484 -------------	21,183 -------------	9,327 -------------	18,192 -------------	265,175 -------------	-------------
8KENNETH HOLMESCFO MEEA	(i) (ii)	228,938 -------------	38,234 -------------	21,061 -------------	17,625 -------------	21,063 -------------	326,921 -------------	-------------
9JEFFREY J PIKECHIEF OPERATING OFFICER	(i) (ii)	321,328 -------------	45,684 -------------	525 -------------	12,187 -------------	8,474 -------------	388,198 -------------	-------------
10JENNIFER STREETVP COMMUNICATIONS & PLANNING	(i) (ii)	321,274 -------------	59,852 -------------	1,237 -------------	12,681 -------------	21,362 -------------	416,406 -------------	-------------
11MELISSA M PAULCHIEF DEVELOPMENT OFFICER	(i) (ii)	213,423 -------------	38,990 -------------	18,562 -------------	20,055 -------------	20,953 -------------	311,983 -------------	-------------
12GLENN W BUNTINGVOICE & SPEECH CLINICAL DIR	(i) (ii)	179,768 -------------	1,200 -------------	4,595 -------------	20,348 -------------	20,643 -------------	226,554 -------------	-------------
13GREGORY J DONNELLYEXEC. DIRECTOR, CLINICAL SRVCS	(i) (ii)	194,622 -------------	7,500 -------------	4,122 -------------	2,921 -------------	20,597 -------------	229,762 -------------	-------------
14RALPH T PELOSIDIRECTOR FACILITIES PLANNING	(i) (ii)	176,832 -------------	7,500 -------------	1,011 -------------	9,203 -------------	17,023 -------------	211,569 -------------	-------------
15MARTHA PYLE FARRELLASST SECRETARY	(i) (ii)	282,191 -------------	61,720 -------------	19,131 -------------	11,637 -------------	20,628 -------------	395,307 -------------	-------------
16D BRADLEY WELLINGDIRECTOR	(i) (ii)	------------- 885,677	------------- 122,920	------------- 19,548	------------- 36,475	------------- 21,981	------------- 1,086,601	-------------
17DEBRA ROGERSVP OPHTHALMOLOGY	(i) (ii)	229,411 -------------	48,050 -------------	19,720 -------------	10,404 -------------	20,591 -------------	328,176 -------------	-------------
18RACHEL WASSERSTROMVP OTOLARYNGOLOGY	(i) (ii)	242,220 -------------	38,050 -------------	400 -------------	10,080 -------------	20,587 -------------	311,337 -------------	-------------
19MICHAEL RICCICHIEF INFORMATION OFFICER	(i) (ii)	234,414 -------------	10,000 -------------	4,975 -------------	10,666 -------------	20,841 -------------	280,896 -------------	-------------
20BARBARA H GRAYCLINICAL RESOURCE NURSE	(i) (ii)	183,000 -------------	500 -------------	379 -------------	10,954 -------------	20,017 -------------	214,850 -------------	-------------

Schedule J (Form 990) 2015

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 THIS AGREEMENT, MR. FERNANDEZ WILL BE CREDITED $200,000 FOR CALENDAR YEAR 2015. 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. MR. FERNANDEZ RECEIVED A PAYOUT OF $138,150 FROM THE DEFERRED COMPENSATION AGREEMENT IN 2015.

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 AND CHIEFS. THE COMPENSATION COMMITTEE MEETING WAS HELD ON NOVEMBER 18, 2015. 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) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Information about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

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
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	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	04-3431814	000000000	12-30-2015	70,394,000	REFNDNG(2010)&FACILITY IMPROVEMNTS		X		X		X

Part II

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	5,105,000		306,071
2 Amount of bonds legally defeased ..............	0		0
3 Total proceeds of issue ..................	63,156,092		70,394,000
4 Gross proceeds in reserve funds .............	5,028,889		0
5 Capitalized interest from proceeds .............	5,191,181		0
6 Proceeds in refunding escrows ...............	0		0
7 Issuance costs from proceeds ...............	1,243,623		441,892
8 Credit enhancement from proceeds .............	0		0
9 Working capital expenditures from proceeds .............	0		0
10 Capital expenditures from proceeds .............	51,707,858		20,844,395
11 Other spent proceeds .............	0		15,079,333
12 Other unspent proceeds .............	0		34,028,380
13 Year of substantial completion .............	2015
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue? ....		X	X
15 Were the bonds issued as part of an advance refunding issue? .....		X		X
16 Has the final allocation of proceeds been made? ..........	X			X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	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
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2015

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
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
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 ....	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 .........
6 Total of lines 4 and 5 .............
7 Does the bond issue meet the private security or payment test? ...		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

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
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......			X
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
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X	X
b Name of provider ..........	0		CITIZENS BANK
c Term of hedge .........			10 %
d Was the hedge superintegrated? ......				X
e Was the hedge terminated? ........				X

Schedule K (Form 990) 2015

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
b Name of provider ..........	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
7 Has the organization established written procedures to monitor the requirements of section 148? ...		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

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 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) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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.
MediumBullet

Information about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No










Total ............... $						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

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2015

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) JOAN MILLER MD	DRCTR IS LICENSOR TO ORG	162,969	PATENT LICENSE PROCEEDS		No
(2) SALLY A REILEY	DAUGHTER OF DIRECTOR	73,935	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) 2015

Additional Data

Software ID:
Software Version:

- TIN:

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

2015

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. 2016 was an exceptional year: U.S. News & World Report ranked the Mass. Eye and Ear Department of Otolaryngology #1 in the nation for the second consecutive year and the Department of Opthalmology #4 in the nation; growth throughout eighteen clinical locations; advancements in research; academic excellence; commitment to community; and the implementation of two major technology transitions, PeopleSoft, which is the system Mass. Eye and Ear uses 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 Significant Awards/Honors Ula Jurkunas, MD: American Academy of Ophthalmology Achievement Award Richard Masland, PhD: Distinguished Research Achievement Awardee, Harvard Ophthalmology Eric Pierce, MD, PhD: 2016 Alcon Research Institute Award David Sullivan, PhD: ARVO Gold Fellow Demetrios Vavvas, MD, PhD: Pfizer Ophthalmics Carl Camras Translational Research Award Janey Wiggs, MD, PhD: Inducted into Academia Ophthalmologica Internationalis AMD Center of Excellence Patients with high-risk macular degeneration show improvement with high-dose statin treatment Joan W. Miller, MD, and Demetrios Vavvas, MD, PhD, led colleagues from Mass. Eye and Ear/Harvard Medical School and a University in a Phase I/II clinical trial that found that high dose statin treatment carries the potential for clearing lipid debris that is associated with vision impairment in patients with high-risk macular degeneration. Their findings not only furthered the connection among lipids, age-related macular degeneration (AMD) and atherosclerosis, but also present a potential therapy for some patients with dry AMD, for which treatments are currently lacking. As a next step, investigators are planning a larger, prospective multicenter trial to further investigate the efficacy of the treatment in a larger sample of patients with dry AMD. Researchers shed light on the anti-adhesive molecule in vascular endothelium suggesting new direction for anti-inflammatory therapy Mass. Eye and Ear researchers led by Patricia DAmore, PhD, MBA and Pablo Argeso, PhD have gained new insight into how a non-inflammatory state is maintained in the body. Their findings suggest that promoting the expression of endomucin may prevent the recruitment of white blood cells that is the hallmark of inflammation. The research shows that in healthy, non-inflamed tissue, endomucin plays a critical role in preventing neutrophils from sticking to the endothelium. During inflammatory conditions, however, the endomucin on the endothelial cell surface is dramatically reduced and the levels of pro-adhesives molecules on the endothelium increase, resulting in neutrophil accumulation. The researchers showed both adherence and infiltration of inflammatory cells could be blocked by experimentally expressing excess endomucin in the vascular endothelium. This new knowledge may be used to develop treatments for inflammation by promoting the expression of endomucin to prevent the movement of inflammatory cells from the capillaries into inflamed tissues. Cornea Center of Excellence Translational Research on Lubricin Demonstrates Significant Improvement of Multiple Signs and Symptoms of Dry Eye Disease David A. Sullivan, PhD, in collaboration with colleagues from several institutions worldwide, evaluated the use of recombinant human lubricin as a treatment for patients with dry eye disease. A clinical trial based on this research, the results of which were published ahead of print in September by The Ocular Surface, showed significant improvement in signs and symptoms of dry eye disease compared to sodium hyaluronate without adverse events during the investigation. Researchers find stem cells in normal and Fuchs corneal endothelium Ula Jurkunas, MD, was the principal investigator of a study that has, for the first time, identified stem cells not only in normal corneal endothelium but also in corneal endothelium of patients with Fuchs' endothelial corneal dystrophy (FECD). Corneal transplantation is the only currently accepted therapy for FECD. This finding holds promise for new therapies to be developed that possibly promote the division of patients' own stem cells and allow the cornea to clear without a need for corneal transplantation in FECD patients. Restoration of Corneal Transparency by Mesenchymal Stem Cells A study led by Sunil Chauhan, PhD, has identified hepatocyte growth factor (HGF), secreted by mesenchymal stem cells, as the key factor responsible for restoring corneal transparency and promoting wound healing in preclinical models of corneal injury. The findings suggest that HGF-based treatments may be effective in restoring vision in patients with severely scarred corneas. Researchers identify factors responsible for chronic nature of autoimmune disease Reza Dana, MD, MSc, MPH, and colleagues uncovered two factors responsible for the chronic, lifelong nature of autoimmune disorders, which tend to flare up intermittently in affected patients. These two factors are cell-signaling proteins called cytokines - specifically Interleukin-7 and -15 (IL-7 and IL-15)-that are secreted by cells of the immune system and help modulate memory Th17 cells, a subset of T cells which are known to contribute to autoimmune disorders. Until now, it was unclear how Th17 cells maintained memory; the study results show that IL-7 and IL-15 signal the Th17 cells to chronically reside in the body. These findings may lead to the development of new therapies to address a variety of chronic autoimmune disorders. Diabetic Eye Disease Center of Excellence Growth factor shown to protect the retina in early stage diabetes Mara Lorenzi, MD, and colleagues have shown that a slight increase in transforming growth factor beta (TGF-), which is present in preclinical animal models with diabetic eye disease, protects retinal blood vessels from damage that commonly occurs in the early stages of the disease (known as diabetic retinopathy). Their findings may lead to targeted therapeutics that delay or prevent the development of the disease in patients. Glaucoma Center of Excellence Three new genes identified that contribute to primary open-angle glaucoma In the largest genome-wide study of its kind, Janey Wiggs, MD, PhD and collaborators from HMS Ophthalmology and Case Western Reserve University School of Medicine, identified three genes that contribute to the primary open-angle glaucoma (POAG), which is the most common type of glaucoma. Researchers conducted a meta-analysis of genome-wide association study (GWAS) results from 3,853 people with POAG and compared them to a control group of 33,480 people of European descent using human genomes collected through the NEIGHBORHOOD consortium, a National Eye Institute collaborative. After replicating the analysis using data from an Australian study, and comparing the analysis to three more data sets (Australia, Europe, China), three susceptibility loci were identified: TXNRD2, ATXN2, and FOXC1. The findings provide key insight that ultimately may be used to develop gene-based testing and treatment strategies for glaucoma. Infectious Disease Institute Mass. Eye and Ear Team Discovers and Successfully Treats New Variant of Antibiotic-resistant Bacterium Michael Gilmore, PhD, and colleagues discovered and successfully treated a new mutation in a highly antibiotic-resistant strain of E. coli that resists clearance by the bodys own immune system by inhibiting white blood cells that ordinarily kill and remove bacteria. They found that, in addition to its elevated resistance to antibiotics, this bacterium produced a layer of slime on its surface that prevented white blood cells from trapping and killing the microbe, something researchers have not seen before in this type of E. coli. Mobility Enhancement and Vision Rehabilitation Center of Excellence Research aims to reduce pedestrian collisions in crowded and chaotic open space environments Vision scientists may have discovered how to reduce pedestrian collisions in crowded and chaotic open space environments like bus terminals, shopping malls and city plazas involving individuals with partial blindness. Eli Peli, OD, and colleagues have determined from which direction collisions with partially blind pedestrians are most likely to originate by creating a mathematical model to determine risk, and comparing that risk to the limited vision of 42 patients with retinitis pigmentosa. This understanding will guide the development of new glasses that expand the sight of a person with limited peripheral vision. Ocular Genomics Institute Gene therapy restores hearing in deaf mice...down to a whisper
In the summer of 2015, a team at Boston Childrens Hospital and	Harvard Medical School reported restoring rudimentary hearing in genetically deaf mice using gene therapy. Now the Boston Childrens research team reports restoring a much higher level of hearing - down to 25 decibels, the equivalent of a whisper - using an improved gene therapy vector developed at Massachusetts Eye and Ear. While previous vectors have only been able to penetrate the cochleas inner hair cells, the first Nature Biotechnology study showed that a new synthetic vector, Anc80, safely transferred genes to the hard-to-reach outer hair cells when introduced into the cochlea. This studys three Harvard Medical School senior investigators were Jeffrey R. Holt, PhD, of Boston Childrens Hospital; Konstantina Stankovic, MD, PhD, of Mass. Eye and Ear and Luk H. Vandenberghe, PhD, who led Anc80s development in 2015 at Mass. Eye and Ears Grousbeck Gene Therapy Center. Other Research New Insights into Thyroid Eye Disease Treatments Nahyoung Grace Lee, MD, Leo Kim, MD, PhD, and colleagues identified new mechanisms of proptosis, or bulging of the eyes, in patients with acute thyroid eye disease, which opens a path to exploring non-surgical treatments for thyroid eye disease. Currently, oral or IV steroids and major surgery (to break the bones behind the eyes) are the only viable option to prevent severe and permanent vision loss in patients with thyroid eye disease, but these results suggest that it might be possible to treat the inflammation and swelling by stopping the blood vessels from forming and leaking fluid, or, alternatively, by finding a way to promote lymphatic vessel formation and enhance drainage of fluid. Otolaryngology FY16 New Faculty - Yoojin Chung, PhD (promoted from training status) - Nima Maftoon, PhD (promoted from training status) - Sunil Puria, PhD Faculty Accomplishments - Dr. David Jung won the 2016 American Neurotology Society AAO-HNSF Herbert Silverstein Otology and Neurotology Research Award. - Dr. Leila Mankarious became the Harvard Medical School Director of Hearing Registries at Mass. Eye and Ear. - Dr. Xiying Guan received the Emerging Research Grant from the Hearing Health Foundation for his research proposal on hyperacusis. - Dr. M. Charles Liberman was appointed Committee Chair to write the 2017 2021 Strategic Plan for the National Institute for Deafness and Other Communicative Disorders. - A story on "hidden hearing loss," featuring research from Drs. Stphane Maison and Charlie Liberman, appeared in the print edition of the Wall Street Journal, the highest circulation newspaper in the U.S., on September 27. Anesthesia Research successes Grants: Andres Macias, MD - "Identifying and Correcting Preventable Errors by Improving Communication Between Providers in The Post-Anesthesia Care Unit through Implementation of an Automated Electronic Checklist" ending October 2016 Poster presentations: Comins J, Hartnick C, Sahani N. What should we know about Hypoglossal Nerve Stimulator in adolescent patients with Obstructive sleep apnea? Poster presentation at Harvard Pediatric Clinical Update., Boston Childrens Hospital, Boston, May 2016 Publications: Macias AA, Eappen S, Malikin I, Goldfarb J, Kujawa S, Konowitz PM, Kamani D, Randolph GW. Successful intraoperative electrophysiologic monitoring of the recurrent laryngeal nerve, a multidisciplinary approach: The Massachusetts Eye and Ear Infirmary monitoring collaborative protocol with experience in over 3000 cases. Head Neck. 2016 Apr 9. Lectures: Joseph Bayes, MD- invited speaker on Perioperative Management of Adults with Obstructive Sleep Apnea, at the MEE/Harvard Course on Obstructive Sleep Apnea at MEE. September 2016. Radiology Highlights The radiologists wrote or participated in 40 papers including: - Fuller JC, Sinha S, Caruso PA, Hersch CJ, Butler WE, Krishnamoorty KS, Hartnick CJ. Chiari malformations: An important cause of pediatric aspiration. Int J Pediatr Otorhinolaryngol. 2016 Sep;88:124-8. - Eichler FS, Li J, Guo Y, Caruso PA, et al. CSF1R mosaicism in a family with hereditary diffuse leukoencephalopathy with spheroids. Brain. 2016 J eun;139(Pt 6):1666-72. - Cunnane MB, Curtin HD. Imaging of orbital disorders. Handb Clin Neurol. 2016;135:659-72. - Radhakrishnan R, Cornelius R, Cunnane MB, Golnik K, Morales H. MR imaging findings of endophthalmitis. Neuroradiol J. 2016 Apr;29(2):122-9. - Kandathil CK, Cunnane MB, McKenna MJ, Curtin HD, Stankovic KM. Correlation between aspirin intake and reduced growth of human vestibular schwannoma: Volumetric analysis. Otol Neurotol. 2016 Oct;37(9):1428-34. - Curtin HD. Imaging of conductive hearing loss with a normal tympanic membrane. Am J Roentgenol. 2016 Jan;206(1):49-56. - Juliano AF, Ting EY, Mingkwansook V, Hamberg LM, Curtin HD. Vestibular aqueduct measurements in the 45? oblique (Pschl) plane. Am J Neuroradiol. 2016 Jul;37(7):1331-7. - Ochoa-Escudero M, Juliano AF. Unilateral hypoplasia with contralateral hypertrophy of anterior belly of digastric muscle: A case report. Surg Radiol Anat. 2016 Oct;38(8):973-4. - Kelly HR, Curtin HD. Imaging of skull base lesions. Handb Clin Neurol. 2016;135:637-57 (PubMed in process). - Lam S, Gupta R, Kelly HR, Curtin HD, Forghani R. Multiparametric evaluation of head and neck squamous cell carcinoma using a single-source dual-energy CT with fast kVp switching: State of the art. Cancers (Basel). 2016 Nov 6;7(4):2201-16. - Leung KJ, Quesnel AM, Juliano AF, Curtin HD. Correlation of CT, MR and histopathology in incomplete partition-II cochlear anomaly. Otol Neurotol. 2016 Jun;37(5):434-7. - Qu J, Qin L, Cheng S, Leung K, et al: Residual low ADC and high FA at the resection margin correlate with poor chemoradiation response and overall survival in high-grade glioma patients. Eur J Radiol. 2016 Mar;85(3):657-64. - Garzorz N, Diercks GR, Lin HW, Faquin WC, Romo LV, Hartnick CJ. A case of pediatric parapharyngeal space ganglioneuroma. Ear Nose Throat J. 2016 Apr-May;95(4-5):E16-20. Other achievements Several faculty members were invited speakers and presented scientific papers at the following societies: - American Society of Head and Neck Radiology (ASHNR) - American Society of Neuroradiology (ASNR) - Eastern Neuroradiological Society (ESNR) - North American Skull Base Society (NASBS) - Radiological Society of North America (RSNA) Research successes -Dr. Amy Juliano has a new NIH grant as co-investigator: Extraorally Delivered Low Level Light Therapy for Prevention of Oropharyngeal Mucositis in Pediatric Patients Undergoing Hematopoietic Stem Cell Transplantation: Sponsor name: National Institutes of Health; Principal Investigator: Nathaniel Treister, DMD, DMSc. This is a joint project with BWH, DFCI and the University of Massachusetts, Lowell. Accreditation -The department is currently accredited by the American College of Radiology (ACR) for CT and MRI and remains in good standing.
FORM 990, PART III, LINE 4B	Education Harvard Medical School Training Programs A Harvard Medical School teaching hospital, Mass. Eye and Ear trains future medical leaders in ophthalmology and otolaryngology, through residency as well as clinical and research fellowships. Academic Programs Ophthalmology -24 Residents -32 Clinical Fellows -125 Research Fellows -1 Optometry Resident Otolaryngology -18 Residents -11 Clinical Fellows -55 Research Fellows -2 Research Residents - Joan W. Miller, MD elected to the National Academy of Medicine - Stacey T. Gray, MD chair elect for American Academy of Otolaryngology-Head and Neck Surgery Rhinology and Allergy Education Committee Endowed Chairs - Demetrios G. Vavvas, MD, PhD first incumbent of the Monte J. Wallace Ophthalmology Chair in Retina at Mass. Eye and Ear - Gregory Randolph, MD first incumbent of the Claire and John Bertucci Professorship in Otolaryngology at Harvard Medical School Leaders in community service - More than 500 vision and hearing screenings for children - Innovative internship programs for high school students and visually impaired adults - Free public seminars/health fairs to share research and clinical advances in specialties - Community organization sponsorships and volunteerism Opthalmology Significant Awards/Honors Joseph Arboleda-Velasquez, MD, PhD: Young Mentor Award, HMS Patricia D'Amore, PhD, MBA: William Silen Lifetime Achievement in Mentoring Award, HMS Reza Dana, MD, MSc, MPH: Elected to Academia Ophthalmologica Internationalis Reza Dana, MD, MSc, MPH: 2016 Endre A. Balazs Prize, International Society for Eye Research Reza Dana, MD, MSc, MPH: Kersley Medal, British Ocular Surface Society Claes Dohlman, MD, PhD, and Joan W. Miller, MD: Appointed honorary Heed Fellows Facility/Programmatic - Launch of the Altschuler Surgical Training Lab - New, one-year medical retina fellowship directed by Deeba Husain, MD (will be offered in July, 2017) Note: This fellowship is in addition to the existing Medical Retina Fellowship at MEE - New, one-year anterior segment fellowship directed by Kathryn Hatch, MD (will be offered in July, 2017) - The ACGME-accredited Oculoplastics Surgery Fellowship received accreditation from the American Society of Ophthalmic Plastic and Reconstructive Surgery (ASOPRS), directed by Michael Yoon, MD Otolaryngology Faculty Accomplishments - Dr. Alicia Quesnel was named the recipient of the 2016 Eleanor and Miles Shore Fellowship Program Award for Scholars in Medicine. - Dr. Aaron Remenschneider received the MGH Research Fellow Poster Award for Excellence - Dr. Elliott Kozin was selected as one of eleven 2016 Star Reviewers for the journal Otolaryngology - Head and Neck Surgery - Dr. Michael McKenna gave the AAO-HNSF/International Hearing Foundation/Michael M. Paparella, MD Endowed Lecture for Distinguished Contributions in Clinical Otology. Facility/Programmatic Headlines - The 14th Triennial International Otopathology Meeting was held at Mass. Eye and Ear. Radiology Highlights - For FY16, the Department of Radiology had a total of 81 residents and fellows join Dr. Curtin and faculty for daily read out sessions and head and neck imaging training (39 from MGH, 28 from BWH, and 14 from BIDMC). Faculty awards and prizes - Dr. Paul Caruso won the Derek Harwood-Nash award for the best oral presentation for the American Society of Pediatric Neuroradiology at the American Society of Neuroradiology meeting in May 2016 in Washington, DC. The presentation was on "Effect of Early MRI on the Management of Pediatric Traumatic Brain Injury". Pediatric Traumatic Brain Injury". FORM 990, PART III, LINE 4C Clinical Care - Completed renovation of 12 surgical suites (ORs) on main campus - Opened new ophthalmology surgical training lab - Opened new ear, nose, throat, and hearing care service in Wellesley. - Launched Center for Thyroid Eye Disease and Orbital Surgery (Joint EYE/ENT) - Joan Miller, MD: elected into the National Academy of Medicine - Dr. Gregory Randolph was elected President of the American Academy of Otolaryngology-Head and Neck Surgery (AAO-HNS). He served as President Elect from October 2015 to September 2016 and starting in October 2016, he began serving as President. - Dr. Steven Rauch received the 2015 Champion of Vestibular Medicine award from the Vestibular Disorders Association. - Dr. Michael Cohen became the Director of the Multidisciplinary Pediatric Hearing Loss Clinic at Mass. Eye and Ear. - Sunil Eappen, MD promoted to - Associate Professor of Anesthesia - Anesthesia MOR office renovation - Office 712D office renovation - 23 MindRay Anesthesia machines - 5 Glidescope video laryngoscopes - Radiology will be implementing a new voice recognition program with Nuance Powerscribe (which is currently used at both MGH & BWH). - Radiology implemented Radimetrics, a new radiation dose management system from Bayer. New Hires: Radiology - Dr. Katherine Leung, full time staff radiologist Anesthesiology - Stephen Campo, MD- Staff Anesthesiologist - Ivanka Choumanova, MD- Staff Anesthesiologist - Susan Darrah, MD- Staff Anesthesiologist - Iuliu Fat, MD- Staff Anesthesiologist - Lisa Hammond, MD- Staff Anesthesiologist - Yuka Kiyota, MD- Staff Anesthesiologist - Suzanna Panitsas, MD- Staff Anesthesiologist - Yana Levin, MD- Staff Anesthesiologist - Matthew Mulholland, CRNA - Laura Weiner, CRNA Ophthalmology - Ryan Vasan, MD - Jan Kylstra, MD - Seanna Grob, MD - Veena Rao, MD - Richard Watson, MD - Milica Margeta, MD, PhD - Hajirah Saeed, MD - Xiaohong Zhou, OD - Silas Wang, MD Otolaryngology - Blake C. Alkire, MD, MPH - Caroline A. Banks, MD - Samir M. Bhatt, MD (named ENT Medical Director of Newton-Wellesley) - Gillian R. Diercks, MD - Nathan Jowett, MD, FRCSC - Aaron K. Remenschneider, MD, MPH - Jeremy D. Richmon, MD - Jeremy D. Richmon, MD
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 THE SALARIES OF THE CHIEFS AND VICE PRESIDENTS TO THE COMPENSATION COMMITTEE OF THE BOARD WHO HAS FINAL AUTHORIZATION TO APPROVE IT. COMPENSATION OF THOSE AT THE DIRECTOR LEVEL, INCLUDING THE DIRECTOR OF PROFESSIONAL REVENUE CYCLE, DIRECTOR OF FACILITIES PLANNING, AND CHIEF INFORMATION OFFICER IS REVIEWED AND APPROVED BY THE VICE PRESIDENT OF OPERATIONS. THE COMPENSATION COMMITTEE MEETING WAS HELD ON NOVEMBER 18, 2015. 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	OTHER CHANGES IN NET ASSETS OR FUND BALANCES: ADJUSTMENT FOR PENSION AND POSTRETIREMENT RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST: $3,337,981

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	19
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2015 (Part V, line 2a) ......	5	2,144
6	Total number of volunteers (estimate if necessary) .............	6	207
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

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	47,770,745	48,376,154
9	Program service revenue (Part VIII, line 2g) .........	183,938,391	206,825,055
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	482,536	131,842
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	3,539,923	4,784,378
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	235,731,595	260,117,429
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	17,006,831	19,338,997
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)	113,683,907	113,508,491
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	206,143	329,030
b	Total fundraising expenses (Part IX, column (D), line 25) 2,641,774
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	121,887,519	127,477,258
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	252,784,400	260,653,776
19	Revenue less expenses. Subtract line 18 from line 12.......	-17,052,805	-536,347
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	212,622,120	330,811,290
21	Total liabilities (Part X, line 26).............	215,069,116	334,042,965
22	Net assets or fund balances. Subtract line 21 from line 20.....	-2,446,996	-3,231,675

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 42,961,443 including grants of $ 4,336,273 ) (Revenue $ 7,731,293 )
	SEE SCHEDULE O

4b	(Code: ) (Expenses $ 4,809,573 including grants of $ ) (Revenue $ )
	SEE SCHEDULE O

4c	(Code: ) (Expenses $ 142,433,872 including grants of $ 15,002,724 ) (Revenue $ 199,093,762 )
	SEE SCHEDULE O

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses190,204,888

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	5,738,626	1,910,315	910,952

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	23,104,712
e	Government grants (contributions)		1e	16,625,069

f	All other contributions, gifts, grants, and similar amounts not included above		1f	8,646,373

g	Noncash contributions included in lines 1a-1f:$
h Total.Add lines 1a-1f.......		48,376,154

		Business Code
2a	INPATIENT AND OUTPATIENT	900099	181,092,232	181,092,232
b	CAFETERIA/FOOD SERVICE	900099	1,859,697	1,859,697
c	RESEARCH INDIRECT REVENUE	900099	7,731,293	7,731,293
d	HEARING AID CENTERS	900099	4,735,526	4,735,526
e	KPRO INCOME	722210	3,174,515	3,174,515
f	All other program service revenue.			8,231,792	8,231,792
g Total.Add lines 2a–2f.....			206,825,055

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			82,059			82,059
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			4,784,378			4,784,378
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)	0	0
d	Net rental income or (loss)......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		49,783
b	Less: cost or other basis and sales expenses
c	Gain or (loss)		49,783
d	Net gain or (loss).....			49,783			49,783
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..			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..			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..			0
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See Instructions......			260,117,429	206,825,055		4,916,220

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	19,252,758	19,252,758
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	0
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16	86,239	86,239
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	4,329,329	1,420,238	2,909,091
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	73,935			73,935
7	Other salaries and wages	84,921,468	65,626,692	17,859,938	1,434,838
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,715,593	1,328,312	355,741	31,540
9	Other employee benefits .......	14,731,620	11,640,622	2,829,880	261,118
10	Payroll taxes ...........	7,736,546	5,889,128	1,710,210	137,208
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	1,644,699	130,385	1,514,314
c	Accounting ...........	322,823	4,714	318,109
d	Lobbying ...........	128,500		128,500
e	Professional fundraising services. See Part IV, line 17	329,030			329,030
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)	3,174,203	2,842,456	330,947	800
12	Advertising and promotion ....	1,169,070	36,262	1,052,231	80,577
13	Office expenses .......	2,194,793	1,333,919	837,498	23,376
14	Information technology ......	4,108,533	8,755	4,128,778	-29,000
15	Royalties ..	0
16	Occupancy ...........	12,601,482	1,519,093	11,082,332	57
17	Travel ............	922,286	600,026	288,862	33,398
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	529,332	240,574	288,746	12
20	Interest ...........	4,032,830	2,583,922	1,448,908
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	19,128,859	12,256,277	6,872,582
23	Insurance ...	1,717,677	72,890	1,644,787
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	47,893,063	47,693,748	199,298	17
b	PHYSICIANS ADMINISTRATION	6,092,177	5,949,044	143,112	21
c	SERVICE CONTRACT	5,720,309	1,594,152	4,108,645	17,512
d	FOOD	1,508,053	1,222,026	268,789	17,238
e	All other expenses	14,588,569	6,872,656	7,485,816	230,097
25	Total functional expenses. Add lines 1 through 24e	260,653,776	190,204,888	67,807,114	2,641,774
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,824,021	1	1,194,722
2	Savings and temporary cash investments .........			0	2	0
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			25,258,060	4	34,429,492
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
				0	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 ........			3,856,230	8	4,047,488
9	Prepaid expenses and deferred charges ......			4,183,591	9	5,002,989
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	388,730,597
b	Less: accumulated depreciation	10b	235,826,860	137,847,296	10c	152,903,737
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 ...........			39,652,922	15	133,232,862
16	Total assets. Add lines 1 through 15 (must equal line 34)...			212,622,120	16	330,811,290

17	Accounts payable and accrued expenses .....	105,438,414	17	111,343,756
18	Grants payable ...	0	18	0
19	Deferred revenue .........	13,280,726	19	11,260,223
20	Tax-exempt bond liabilities .........	81,686,932	20	118,496,159
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	14,663,044	25	92,942,827
26	Total liabilities. Add lines 17 through 25..	215,069,116	26	334,042,965

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	-2,446,996	27	-3,231,675
28	Temporarily restricted net assets ...........	0	28	0
29	Permanently restricted net assets	0	29	0
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........	-2,446,996	33	-3,231,675
34	Total liabilities and net assets/fund balances ........	212,622,120	34	330,811,290

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately 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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No

(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?
(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	Yes	No
(1)FDN OF THE MASS EYE & EAR INFIRMARYINC 243 CHARLES STREET BOSTON,MA02114 04-2785453	SUPPORT	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 MUGAR WAY BOSTON,MA02114 04-3272965	SUPPORT	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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) CIRCLE COMPANY INC	O	123,409	CASH
(2) CIRCLE COMPANY INC	Q	170,660	CASH
(3) EMBANKMENT SERVICES INC	Q	825,580	CASH
(4) EMBANKMENT SERVICES INC	O	791,655	LEASED EMP EXP
(5) MASSACHUSETTS EYE AND EAR PENSION PLAN	R	8,732,004	CASH
(6) MASSACHUSETTS EYE AND EAR ASSOCIATES INC	Q	360,186	CASH
(7) MASSACHUSETTS EYE AND EAR ASSOCIATES INC	B	14,799,398	CASH
(8) MASSACHUSETTS EYE AND EAR ASSOCIATES INC	C	2,501,639	CASH
(9) SCHEPENS EYE RESEARCH INSTITUTE INC	C	46,104	CASH
(10) SCHEPENS EYE RESEARCH INSTITUTE INC	Q	1,678,747	CASH
(11) SCHEPENS EYE RESEARCH INSTITUTE INC	P	2,445,318	CASH
(12) MASSACHUSETTS EYE AND EAR ASSOCIATES INC	P	861,982	CASH
(13) SCHEPENS EYE RESEARCH INSTITUTE INC	B	203,325	CASH
(14) SCHEPENS EYE RESEARCH INSTITUTE INC	B	326,459	CASH
(15) MASSACHUSETTS EYE AND EAR ASSOCIATES INC	O	24,898,961	CASH
(16) CIRCLE COMPANY INC	S	1,388,701	CASH
(17) CIRCLE COMPANY INC	S	2,735,704	FUND BAL TRANS
(18) EMBANKMENT SERVICES INC	R	321,066	FUND BAL TRANS

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No