Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 10-01-2017 , and ending 09-30-2018
BCheck if applicable:
CName of organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
% CAROLANN WILLIAMS
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
243 CHARLES STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02114
D Employer identification number

04-2103591
E Telephone number

G Gross receipts $ 299,721,576
F Name and address of principal officer:
CAROLANN WILLIAMS
243 CHARLES STREET
BOSTON,MA02114
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MASSEYEANDEAR.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1827
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 2,109
6 Total number of volunteers (estimate if necessary) ............. 6 192
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 39 ......... 7b 2,114,801
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 47,291,002 47,345,277
9 Program service revenue (Part VIII, line 2g) ......... 226,533,383 243,229,424
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 410,621 4,729,380
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,703,739 4,417,495
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 278,938,745 299,721,576
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 18,435,862 19,510,604
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) 117,853,083 118,670,627
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 122,094 119,216
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,723,969    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 139,687,369 153,787,273
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 276,098,408 292,087,720
19 Revenue less expenses. Subtract line 18 from line 12....... 2,840,337 7,633,856
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 417,880,268 523,876,840
21 Total liabilities (Part X, line 26)............. 410,523,209 493,098,652
22 Net assets or fund balances. Subtract line 21 from line 20..... 7,357,059 30,778,188
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 165,445,012 including grants of $ 19,510,604 ) (Revenue $ 9,711,695 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $ 51,054,972 including grants of $   ) (Revenue $   )
SEE SCHEDULE O
4c (Code:   ) (Expenses $ 5,690,730 including grants of $   ) (Revenue $ 233,517,729 )
SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet222,190,714
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
164
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
2,109
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MA , NY
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCAROLANN WILLIAMS243 CHARLES STREET   BOSTON,MA02114 (617) 573-3012
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JOHN R FERNANDEZ......................................................................
PRESIDENT
37.0
.................
23.0
X   X       1,143,642 0 229,175
(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) DEWALT PETE ANKENY......................................................................
DIRECTOR
2.0
.................
6.0
X           0 0 0
(5) JAMES CARLISLE......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(6) CHARLES DE GUNZBERG......................................................................
DIRECTOR
2.0
.................
6.0
X           0 0 0
(7) HARVEY FREISHTAT......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(8) LYLE HOWLAND......................................................................
SECRETARY
2.0
.................
6.0
X   X       0 0 0
(9) DIANE E KANEB......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(10) JOAN W MILLER MD......................................................................
DIRECTOR
27.0
.................
33.0
X           0 904,826 148,157
(11) ANNETTE NOVA......................................................................
DIRECTOR (UNTIL 12/17)
2.0
.................
6.0
X           0 0 0
(12) WILLIAM ROMAN......................................................................
DIRECTOR (UNTIL 12/17)
2.0
.................
2.0
X           0 0 0
(13) EUGENE HILL......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(14) ROBERT ATCHINSON......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(15) ROBERT KNAPP......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(16) D BRADLEY WELLING......................................................................
DIRECTOR
29.0
.................
31.0
X           0 1,063,052 158,175
(17) THOMAS LAUER......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) KEITH D LILLEMOE MD........................................................................
DIRECTOR (SINCE 7/18)
2.0
.......................2.0
X           0 1,016,692 62,940
(19) TINA SMITH........................................................................
DIRECTOR
2.0
.......................2.0
X           0 0 0
(20) THOMAS SEQUIST MD........................................................................
DIRECTOR (SINCE 7/18)
2.0
.......................2.0
X           0 645,752 46,400
(21) KATRINE BOSLEY........................................................................
DIRECTOR (SINCE 12/17)
2.0
.......................2.0
X           0 0 0
(22) JONATHAN KUTCHINS........................................................................
DIRECTOR (UNTIL 12/17)
2.0
.......................4.0
X           0 0 0
(23) MAUREEN KELLEY........................................................................
ASST SECRETARY (UNTIL 5/18)
53.0
.......................7.0
    X       196,400 0 21,289
(24) CAROLANN WILLIAMS........................................................................
CFO & VP FINANCE AND ADMIN
49.0
.......................11.0
    X       491,994 0 18,998
(25) MARTHA PYLE FARRELL........................................................................
ASST SECRETARY
49.0
.......................11.0
    X       399,988 0 25,895
(26) BARBARA J SCULLY........................................................................
DIRECTOR PROF REV CYCLE
30.0
.......................30.0
      X     191,046 0 22,708
(27) EILEEN O LOWELL........................................................................
CNO & VP PAT CARE SVS
60.0
.......................0.0
      X     321,769 0 15,221
(28) KENNETH HOLMES........................................................................
CFO MEEA
30.0
.......................30.0
      X     300,617 0 24,792
(29) JEFFREY J PIKE........................................................................
CHIEF OPERATING OFFICER
60.0
.......................0.0
      X     387,742 0 9,778
(30) RALPH T PELOSI........................................................................
DIRECTOR FACILITIES PLANNING
60.0
.......................0.0
      X     193,138 0 3,749
(31) DEBRA ROGERS........................................................................
VP OPHTHALMOLOGY
20.0
.......................40.0
      X     301,334 0 16,757
(32) RACHEL WASSERSTROM........................................................................
VP OTOLARYNGOLOGY
30.0
.......................30.0
      X     286,902 0 24,654
(33) MICHAEL RICCI........................................................................
CHIEF INFORMATION OFFICER
60.0
.......................0.0
      X     255,576 0 16,232
(34) SUNIL EAPPEN MD........................................................................
CHIEF MEDICAL OFFICER
31.0
.......................29.0
      X     0 622,959 58,175
(35) JENNIFER STREET........................................................................
VP COMMUNICATIONS & PLANNING
60.0
.......................0.0
        X   394,488 0 23,671
(36) MELISSA M PAUL........................................................................
CHIEF DEVELOPMENT OFFICER
60.0
.......................0.0
        X   307,369 0 24,789
(37) GLENN W BUNTING........................................................................
VOICE & SPEECH CLINICAL DIR
60.0
.......................0.0
        X   194,732 0 23,222
(38) ROBIN SWITZER........................................................................
DIRECTOR OF HUMAN RESOURCES
60.0
.......................0.0
        X   193,764 0 3,392
(39) LEO J HILL........................................................................
DEPUTY CIO
60.0
.......................0.0
        X   196,670 0 3,089
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 5,757,171 4,253,281 981,258
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet219
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
FISH AND RICHARDSON PC,
PO BOX 3295
BOSTON,MA02241
LEGAL 744,120
BOND BROTHERS INC,
10 CABOT RD STE 300
MEDFORD,MA02155
CONSTRUCTION 1,061,976
MEDICAL RECORD ASSOCIATES INC,
2 BATTERYMARCH PARK 204
QUINCY,MA02169
MEDICAL RECORDS 681,084
KPMG LLP,
550 SOUTH HOPE STE 1500
LOS ANGELES,CA90071
CONSULTING 640,619
PRICEWATERHOUSECOOPERS LLP,
PO BOX 7247-8001
PHILADELPHIA,PA19170
AUDIT AND TAX 636,125
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet7
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 21,043,746
e Government grants (contributions)1e 18,617,830
f All other contributions, gifts, grants, and similar amounts not included above1f 7,683,701
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 47,345,277
 Program Service RevenueAmt Business Code
2a INPATIENT AND OUTPATIENT 900099 217,075,163 217,075,163    
b CAFETERIA/FOOD SERVICE 900099 1,841,672 1,841,672    
c RESEARCH INDIRECT REVENUE 900099 9,711,695 9,711,695    
d KPRO INCOME 722210 2,737,299 2,737,299    
e MISCELLANEOUS 900099 8,218,634 8,218,634    
f All other program service revenue. 3,644,961 3,644,961    
g Total. Add lines 2a–2f .....MediumBullet 243,229,424
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 147,863     147,863
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 4,417,495     4,417,495
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   4,581,517 7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss)   4,581,517 7c
d Net gain or (loss).........MediumBullet 4,581,517     4,581,517
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 299,721,576 243,229,424   9,146,875
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 19,250,764 19,250,764
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 259,840 259,840
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 5,272,723 1,764,801 3,507,922  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 90,025,851 68,598,706 19,771,778 1,655,367
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,764,292 1,355,270 372,361 36,661
9 Other employee benefits ....... 12,924,164 10,234,053 2,406,130 283,981
10 Payroll taxes ........... 8,683,597 6,547,498 1,961,145 174,954
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 2,694,407 130,145 2,564,262  
c Accounting ........... 263,965 1,387 262,578  
d Lobbying ........... 78,925   78,925  
e Professional fundraising services. See Part IV, line 17 119,216 119,216
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) 3,207,528 2,472,429 735,099  
12 Advertising and promotion .... 699,382 18,909 680,473  
13 Office expenses ....... 2,007,039 786,220 1,079,770 141,049
14 Information technology ...... 4,548,782 2,899,455 1,637,327 12,000
15 Royalties .. 0      
16 Occupancy ........... 13,312,953 1,300,048 12,012,894 11
17 Travel ............ 1,214,001 925,890 250,203 37,908
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 309,633 206,262 103,371  
20 Interest ........... 4,611,340 3,108,049 1,503,291  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 22,280,756 15,017,258 7,263,498  
23 Insurance ... 1,999,043 69,504 1,929,539  
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 61,328,025 61,328,025    
b PHYSICIANS ADMINISTRATION 6,437,107 6,349,350 87,702 55
c SERVICE CONTRACT 6,004,526 3,414,665 2,576,531 13,330
d LOSS ON BOND EXTINGUISHMENT 5,775,176 3,892,476 1,882,700  
e All other expenses 17,014,685 12,259,710 4,505,538 249,437
25 Total functional expenses. Add lines 1 through 24e 292,087,720 222,190,714 67,173,037 2,723,969
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 1,507,830 1 10,406,351
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 30,816,896 4 27,145,913
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 4,835,627 8 6,596,220
9 Prepaid expenses and deferred charges ...... 5,161,230 9 5,046,315
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 426,670,740
b Less: accumulated depreciation 10b 275,928,977 153,916,970 10c 150,741,763
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 ........... 221,641,715 15 323,940,278
16 Total assets. Add lines 1 through 15 (must equal line 33)... 417,880,268 16 523,876,840
Liabilities 17 Accounts payable and accrued expenses ..... 95,705,517 17 71,615,600
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 10,891,093 19 8,747,733
20 Tax-exempt bond liabilities ......... 124,421,361 20 138,562,557
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
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 179,505,238 25 274,172,762
26 Total liabilities. Add lines 17 through 25.. 410,523,209 26 493,098,652
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 7,357,059 32 30,778,188
33 Total liabilities and net assets/fund balances ........ 417,880,268 33 523,876,840
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
299,721,576
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
292,087,720
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
7,633,856
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
7,357,059
5
Net unrealized gains (losses) on investments ...............
5
1,846,546
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
13,940,727
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
30,778,188
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 41,532,901 47,770,745 48,376,154 47,291,002 47,345,277 232,316,079
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 41,532,901 47,770,745 48,376,154 47,291,002 47,345,277 232,316,079
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. 232,316,079
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 41,532,901 47,770,745 48,376,154 47,291,002 47,345,277 232,316,079
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 14,057,593 3,644,064 4,866,437 4,750,721 4,565,358 31,884,173
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 10 264,200,252
12
12
1,031,360,049
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
87.932 %
15
15
83.702 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (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.
6
 
 
7
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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 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.
9c
 
 
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
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (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?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 2019 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-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number
04-2103591
Part I
Contributors
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
 
 
 
 

$  


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


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

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
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) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2016 (b) 2017 (c) 2018 (d) 2019 (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) 2019


Schedule C (Form 990 or 990-EZ) 2019
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|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
78,925
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
78,925
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1(I): DURING FISCAL YEAR 2018, MASS. EYE AND EAR WAS A MEMBER OF CERTAIN TRADE ASSOCIATIONS THAT MAY LOBBY ON ITS BEHALF.
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," 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.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB 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 $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" 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 .... 73,437,271 72,460,656 72,613,174 78,511,651 87,204,661
b Contributions ... 3,101,773 10,372,206 1,960,347 1,229,040 746,394
c Net investment earnings, gains, and losses 24,134,233 4,293,494 2,728,854 -274,466 5,114,694
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
3,675,186 12,552,747 3,796,280 5,028,553 12,790,645
f Administrative expenses .... 1,022,838 1,136,338 1,045,439 1,824,498 1,763,453
g End of year balance ...... 95,975,253 73,437,271 72,460,656 72,613,174 78,511,651
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet4.780 %
b
Permanent endowment SchDMd Bullet71.230 %
c
Term endowment SchDMd Bullet23.990 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" 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 ....   203,034,600 144,899,265 58,135,335
c Leasehold improvements   19,258,402 5,095,082 14,163,320
d Equipment ....   186,214,445 125,924,007 60,290,438
e Other .....   17,627,969 10,623 17,617,346
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 150,741,763
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other 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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)DUE FROM AFFILIATES 298,816,482
(2)FUNDS HELD FOR RESEARCH 483,111
(3)SPECIAL CASH & CAPITAL RESERVE 7,507,939
(4)QLT 251,341
(5)DEFERRED FINANCING COSTS 11,458,500
(6)TAX DEFERRED PLAN 1,675,889
(7)CRICO 3,747,016
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 323,940,278
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
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 274,172,762
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) 2019

Schedule D (Form 990) 2019
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, 2018.
Schedule D (Form 990) 2019


Additional Data


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Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, 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 the region
(f) Total expenditures
for and investments
in the region
Europe (Including Iceland and Greenland)     Grantmaking   252,867
North America     Grantmaking   6,973
Europe (Including Iceland and Greenland)     Program Services CONFERENCE 124,987
East Asia and the Pacific     Program Services CONFERENCE 56,084
Middle East and North Africa     Program Services CONFERENCE 1,729
North America     Program Services CONFERENCE 8,757
South America     Program Services CONFERENCE 14,057
South Asia     Program Services CONFERENCE 15,257
Sub-Saharan Africa     Program Services CONFERENCE 3,774
Russia and the Newly Independent States     Program Services CONFERENCE 1,451
Central America and the Caribbean     Program Services CONFERENCE 2,907
           
           
           
           
           
           
3a Sub-total ....     488,843
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     488,843
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe (Including Iceland and Greenland) RESEARCH 252,867 CHECK      
North America RESEARCH 6,973 CHECK      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
2
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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 SUBRECIPIENTS' MOST RECENT A133 AUDIT REPORT, TO DETERMINE TO DETERMINE THE LEVEL OF RISK REGARDING THE SUBRECIPIENTS' ABILITY TO COMPLY WITH FEDERAL GUIDELINES.
SCHEDULE F, PART I, LINE 3, COLUMN (F) AND PART II, LINE 1: THE INFIRMARY USES THE ACCRUAL METHOD OF ACCOUNTING AND SEPARATELY IDENTIFIES FOREIGN ACTIVITY ON ITS GENERAL LEDGER.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" 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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
VISION PHILANTHROPY GROUP CAPITAL CAMPAIGN   No   59,216  
HUNTSINGER JEFFER ANNUAL FUND   No   60,000  
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   119,216  
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
CA, CT, FL, GA, IL, 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) 2019
Schedule G (Form 990 or 990-EZ) 2019
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.









VerticalRevenue
(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) . . . . . .

 

 

 

 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

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

 

8

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

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
SCHEDULE G, PART I, LINE 2B, COLUMN (V): DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2018, 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 & 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) 2019
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

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

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    5,041,211 1,668,280 3,372,931 1.150 %
b Medicaid (from Worksheet 3, column a) . . . . .     25,373,859 20,378,880 4,994,979 1.710 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     1,297,138 801,661 495,477 0.170 %
d Total Financial Assistance and Means-Tested Government Programs . . . . .     31,712,208 22,848,821 8,863,387 3.030 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     112,000   112,000 0.040 %
f Health professions education (from Worksheet 5) . . .     8,548,120 1,687,976 6,860,144 2.350 %
g Subsidized health services (from Worksheet 6) . . . .     552,734 446,966 105,768 0.040 %
h Research (from Worksheet 7) .     46,696,433 42,246,029 4,450,404 1.520 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     46,250   46,250 0.020 %
j Total. Other Benefits . .     55,955,537 44,380,971 11,574,566 3.970 %
k Total. Add lines 7d and 7j .     87,667,745 67,229,792 20,437,953 7.000 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
6,376,244
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
182,213
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
60,283,107
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
63,978,210
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-3,695,103
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 MASSACHUSETTS EYE & EAR INFIRMARY
243 CHARLES STREET
BOSTON,MA02114
http://www.masseyeandear.org/
X     X   X X      
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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 No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
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.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c 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) 2019
Schedule H (Form 990) 2019
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 No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SECTION C
b
SEE SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
MASSACHUSETTS EYE & EAR INFIRMARY
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
MASSACHUSETTS EYE & EAR INFIRMARY
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 8
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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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, AND 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 PROVIDES 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 16A & 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 TO CALCULATE AMOUNTS GENERALLY BILLED (AGB), MASSACHUSETTS EYE AND EAR INFIRMARY (THE "HOSPITAL") USES THE "LOOK-BACK" METHOD. IN THIS METHOD, THE HOSPITAL DERIVES AN AGB PERCENTAGE BASED ON REIMBURSEMENT RATES FOR MASSHEALTH (PCC AND MMCO) ALONG WITH PRIVATE INSURERS AND MEDICARE FEE FOR SERVICE FOR A 12 MONTH PERIOD, DIVIDED BY THE GROSS CHARGES FOR THOSE CLAIMS. THE RESULTING PERCENTAGE IS MULTIPLIED BY GROSS CHARGES FOR ALL EMERGENCY AND MEDICALLY NECESSARY CARE TO DETERMINE THE AGB. THE AGB PERCENTAGE IS RECALCULATED ANNUALLY.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?8
Name and address Type of Facility (describe)
1 MASSACHUSETTS EYE & EAR STONEHAM
ONE MONTVALE AVENUE
STONEHAM,MA02180
LICENSED OUTPATIENT LOCATION
2 MASSACHUSETTS EYE & EAR E BRIDGEWATER
ONE COMPASS WAY SUITE 100
E BRIDGEWATER,MA02333
LICENSED OUTPATIENT LOCATION
3 MEEI VESTIBULAR CENTER AT BRAINTREE
250 POND STREET 1ST FLOOR
BRAINTREE,MA02184
LICENSED OUTPATIENT LOCATION
4 MASSACHUSETTS EYE & EAR QUINCY
500 CONGRESS STREET
QUINCY,MA02169
LICENSED OUTPATIENT LOCATION
5 MASSACHUSETTS EYE & EAR AT JOSLIN
1 JOSLIN PLACE
BOSTON,MA02215
LICENSED OUTPATIENT LOCATION
6 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 PLAINVILLE
30 MAN MAR DRIVE STE 2
PLAINVILLE,MA02762
LICENSED OUTPATIENT LOCATION
9
10
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 10
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, AND 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 ARE WRITTEN OFF AS BAD DEBT IS ALREADY REPORTED AT COST AND IS DEDUCTED FROM THE INSURANCE-ALLOWED AMOUNT. SEE FINANCIAL STATEMENT, PAGES 24-26.
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 PRIMARY 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 ELGIBLE 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. THE NEXT ASSESSMENT PROCESS IS UNDERWAY AND WILL BE COMPLETED IN THE SPRING OF 2019. MASS. EYE AND EAR WILL WORK AGAIN WITH KENEFICK AND BAXTER AS THEY HAVE ON THE LAST TWO ASSESSMENTS. 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. INFORMATION RELATING TO THE AVAILABILTY OF FINANCIAL ASSISTANCE IS ALSO GENERATED ON EACH OF OUR PATIENT STATEMENTS AND HAS BEEN TRANSLATED FOR THOSE INDIVIDUALS WHO MAY HAVE LIMITED ENGLISH PROFICIENCY.
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 BOSTON'S 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 15 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 HOSPITAL'S 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 TO A REPORT BASED ON 2010 CENSUS DATA, MISSION HILL IS HOME TO 16,305 RESIDENTS, 19.7% OF WHOM ARE HISPANIC/LATINO. JUST UNDER 46% OF THE POPULATION IS A RACE OTHER THAN WHITE. ROUGHLY 21% OF THE MISSION HILL POPULATION IS 19 YEARS OF AGE OR YOUNGER AND 9.1% IS 65 YEARS OF AGE OR OLDER. AN AMERICAN COMMUNITY SURVEY (2005-2009) 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 EAR'S PATIENTS WHO RESIDE IN MISSION HILL, THE CONSULTANTS ANALYZED DATA FROM THE LARGER DATA SET FOR PATIENTS WHOSE ZIP CODE IS 02120 (THE ZIP CODE FOR MISSION HILL). DURING THE TIMEFRAME FROM WHICH PATIENT DATA WERE DRAWN, 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 STRATEGIES MASS. EYE AND EAR'S 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 EAR'S BROAD CLINICAL AND TEACHING EXPERTISE AND ENCOMPASS THE NEW JOB READINESS STRATEGIES. CATEGORY 3 RESPONDS TO BARRIERS AND OBSTACLES THAT LIMIT ACCESS TO SERVICES AND ALSO INCLUDES INITIATIVES THAT PROVIDE TARGETED POPULATIONS WITH OPPORTUNITIES TO GAIN WORK EXPERIENCE. CATEGORY 4 REPRESENTS MASS. EYE AND EAR'S OPPORTUNITY TO SUPPORT PARTNERS WHOSE MISSIONS ARE ALIGNED WITH THOSE OF MASS. EYE AND EAR AND WHO ARE PROVIDING SERVICES TO MASS. EYE AND EAR'S PRIORITY PATIENT GROUPS AND/OR GEOGRAPHIC AREAS. EACH CATEGORY BELOW OFFERS A DESCRIPTION OF THE ASSOCIATED STRATEGIES AND PARTNERSHIPS AND CONCLUDES WITH AN AT-A-GLANCE TABLE THAT DESCRIBES THE NUMBER OF INDIVIDUALS, TARGET AUDIENCE AND GEOGRAPHIC AREA SERVED, THE ATTORNEY GENERAL'S COMMUNITY BENEFITS CATEGORIES ADDRESSED, AND THE COSTS/RESOURCES EXPENDED FOR THE REPORTABLE YEAR (FY18) 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 MORE THAN 650 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 HIGH SCHOOL FROM DORCHESTER AND SURROUNDING BOSTON NEIGHBORHOODS. MASS. EYE AND EAR'S DEPARTMENTS OF AUDIOLOGY AND OPHTHALMOLOGY PARTNER WITH NHCS'S SCHOOL NURSE TO OFFER VISION AND HEARING SCREENING TO ALL STUDENTS. CHILDREN WHO NEED FOLLOW-UP CARE RECEIVE IT, FREE IF NECESSARY, AT 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 BOSTON'S 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 EAR'S 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 2018 MASS. EYE AND EAR HELD TWO DAYS OF SCREENING INVOLVING MORE THAN 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. UNITED WAY PROJECT HOMELESS CONNECT: MASS. EYE AND EAR SUPPORTED THE INAUGURAL PROGRAM FOR HOMELESS FAMILIES AT THE REGGIE LEWIS CENTER IN ROXBURY. THE MASS. EYE AND EAR TEAM OF VOLUNTEERS OFFERED HEARING SCREENINGS AND ARRANGED FOR FOLLOW-UP CARE AS NEEDED.
CATEGORY 2: COMMUNITY EDUCATION AND SUPPORT GROUPS MASS. EYE AND EAR'S CLINICIANS AND SOCIAL WORKERS DELIVER EDUCATION AND SUPPORT TO INDIVIDUALS COPING WITH VARIOUS MEDICAL CONDITIONS OR CHALLENGES (E.G., SINUSITIS, HEARING LOSS, VISION LOSS, FACIAL PARALYSIS). 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 EAR'S DEPARTMENT OF ENT OFFERED A SERIES OF LECTURES ON THE NOSE AND SINUSES, HEARING AND HEAD AND NECK CANCER. TARGETING THE GENERAL PUBLIC, THE EVENT WAS PUBLICIZED VIA DIRECT COMMUNICATION TO MASS. EYE AND EAR PATIENTS (EMAIL INVITATION, DIGITAL SIGNAGE, SOCIAL MEDIA). LOW VISION SUPPORT GROUP: THE LOW VISION SUPPORT GROUP (PART OF MASS. EYE AND EAR'S 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. 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. 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 MISSION HILL NEIGHBORHOOD EVENTS: IN 2018, MASS. EYE AND EAR SUPPORTED NUMEROUS EVENTS IN MISSION HILL (IN ADDITION TO INTERNSHIP PROGRAM). THEY INCLUDED INVOLVEMENT WITH THE MISSION HILL MAIN STREETS (SPONSOR ANNUAL RECEPTION); INVOLVEMENT WITH YOUTH COLLABORATIVE; SPONSORSHIP OF MISSION HILL ROAD RACE; WELLNESS LECTURES AND SCREENINGS AT ROXBURY TENANTS OF HARVARD AND SUPPORT AND PARTICIPATION OF EVENTS THERE INCLUDING SENIOR PROM.
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 EAR'S 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 EAR'S 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 EAR'S DEPARTMENT OF SOCIAL WORK ASSISTS PATIENTS IN SECURING LODGING, MEAL VOUCHERS, PARKING VOUCHERS, AND OTHER SMALL NECESSITIES THAT MAKE IT POSSIBLE FOR PATIENTS AND FAMILIES TO RECEIVE TREATMENT AT MASS. EYE AND EAR. FINANCIAL COUNSELING ASSISTANCE: THE HOSPITAL'S FINANCIAL COUNSELORS WORK WITH PATIENTS TO ASSESS INSURANCE COVERAGE, IDENTIFY COVERAGE OPTIONS FOR WHICH THE UN/UNDER-INSURED MAY BE ELIGIBLE, AND TO PROVIDE ASSISTANCE IN APPLYING FOR AND ACCESSING COVERAGE. HOWE LIBRARY: MASS. EYE AND EAR'S 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 PROJECT IN PARTNERSHIP WITH THE MASS. COMMISSION FOR THE BLIND AND THE POLUS CENTER FOR SOCIAL AND ECONOMIC DEVELOPMENT CONTINUED IN 2018, PROVIDING INTERNSHIPS FOR INDIVIDUALS WITH VISUAL IMPAIRMENT, AN OPPORTUNITY THAT ALLOWED THEM TO DEVELOP TRANSFERRABLE JOB SKILLS. MASS EYE AND EAR WAS RECOGNIZED AS EMPLOYER OF THE YEAR BY THE MASSACHUSETTS COMMISSION FOR THE BLIND IN 2018. FENWAY HIGH SCHOOL INTERNSHIP PROGRAM: AS PART OF THE COMMITMENT TO THE MISSION HILL COMMUNITY, MASS. EYE AND EAR PARTNERS WITH FENWAY HIGH SCHOOL (LOCATED IN MISSION HILL) TO PROVIDE A SIX WEEK INTERNSHIP PROGRAM FOR GRADUATING HIGH SCHOOL SENIORS. THEY ARE BASED PRIMARILY AT MASS. EYE AND EAR, LONGWOOD, WHICH IS LOCATED IN THE NEIGHBORHOOD. WE ALSO PARTICIPATE IN THEIR CAREER DAY AT THE SCHOOL, OFFERING MENTORING AND COACHING AS WELL AS FINANCIALLY SUPPORT THEIR ANNUAL FUNDRAISING DINNER. BOSTON CREATES: MASS. EYE AND EAR DEDICATED UNDERUTILIZED SPACE TO BOSTON CREATES, A PROGRAM LAUNCHED UNDER THE LEADERSHIP OF BOSTON MAYOR MARTIN WALSH AND THE OFFICE OF ARTS AND CULTURE. THE PROGRAM IS INTENDED TO PROVIDE FREE SPACE TO HELP RETAIN AND ATTRACT TALENT TO STAY IN BOSTON'S VIBRANT ARTS COMMUNITY. TWO LOCAL GROUPS USED THE SPACE IN 2017 AND 2018. MASS EYE AND EAR HAD CONTINUED TO WORK WITH SOME OF THE GROUPS AND EXTENDED THE COMPLIMENTARY USE OF THE SPACE. 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 EAR'S 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 2018 OUR NET CHARITY CARE TOTALED $2,382,608, 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 EAR'S FINANCIAL ASSISTANCE POLICY. THE NET CHARITY CARE PROVIDED EACH YEAR IS A REFLECTION OF MASS. EYE AND EAR'S AND THE COMMUNITY BENEFITS COMMITTEE'S 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 HOSPITAL'S 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 Effective APRIL 1, 2018 the organization became part of the Partners Healthcare System, Inc. (Partners Healthcare). Partners HealthCare is a Massachusetts based not-for-profit health care system that is committed to patient care, research, teaching, and service to the community locally and globally. Collaboration among our institutions and health care professionals is central to our efforts to advance our mission.
SCHEDULE H, PART VI, LINE 7 LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT: MA
Schedule H (Form 990) 2019
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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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number
04-2103591
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" 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
noncash assistance
(h) Purpose of grant
or assistance
(1) BIONIC EYE TECHNOLOGIES INC
4 Willow Lake Drive
Fishkill,NY12524
46-5766628 501(c)(3) 1,106,959       Basic Research
(2) BOSTON CHILDREN'S HOSPITAL
300 Longwood Avenue
Boston,MA02115
04-2774441 501(c)(3) 82,588       Basic Research
(3) BRIGHAM & WOMEN'S HOSPITAL
75 Francis Street
Boston,MA02115
04-2312909 501(c)(3) 309,529       Basic Research
(4) CASE WESTERN RESERVE UNIVERSITY
10900 Euclid Ave
Cleveland,OH44106
34-1018992 501(c)(3) 106,924       Basic Research
(5) CHARLES STARK DRAPER LABORATORY
555 Technology Sq
Cambridge,MA02139
04-2505372 501(c)(3) 36,131       Basic Research
(6) DUKE UNIVERSITY
2200 W Main St Ste 820
Durham,NC27705
56-0532129 501(c)(3) 30,130       Basic Research
(7) MASSACHUSETTS GENERAL HOSPITAL
55 Fruit Street
Boston,MA02114
04-2697983 501(c)(3) 800,296       Basic Research
(8) PRESIDENT & FELLOWS OF HARVARD
Massachusetts Hall
Cambridge,MA02138
04-2103580 501(c)(3) 426,941       Basic Research
(9) JOHNS HOPKINS U SCHOOL OF MED
733 N Broadway
Baltimore,MD21205
52-1479934 501(c)(3) 74,947       Basic Research
(10) NATIONWIDE CHILDREN'S HOSPITAL
700 Childrens Dr
Columbus,OH43205
31-6056230 501(c)(3) 25,352       Basic Research
(11) NYU LAGONE MEDICAL CENTER
One Park Avenue
New York,NY10016
13-3971298 501(c)(3) 36,222       Basic Research
(12) OHIO STATE UNIVERSITY
1060 Kenny Road
Columbus,OH432101016
31-6025968 501(c)(3) 52,572       Basic Research
(13) UNIVERSITY OF IOWA
2 Gilmore Hall
Iowa City,IA522471320
42-6004813 501(c)(3) 27,033       Basic Research
(14) UNIVERSITY OF PENNSYLVANIA
3535 Market St
Philadelphia,PA19104
23-1352685 501(c)(3) 23,548       Basic Research
(15) PENNSYLVANIA STATE UNIVERSITY
500 University Dr
Hershey,PA17033
24-6000376 501(c)(3) 58,232       Basic Research
(16) PORTLAND VA RESEARCH FOUNDATION INC
3710 US Vet Hosp Rd
Portland,OR97239
94-3090170 501(c)(3) 97,243       Basic Research
(17) RHODE ISLAND HOSPITAL
593 Eddy Street
Providence,RI02903
05-0258954 501(c)(3) 219,902       Basic Research
(18) UNIVERSITY OF MIAMI
1400 NW 10th Avenue
Miami,FL33136
59-0624458 501(c)(3) 7,116       Basic Research
(19) WORCESTER POLYTECHNIC INSTITUTE
100 Institute Road
Worcester,MA01609
04-2121659 501(c)(3) 98,339       Basic Research
(20) UNIVERSITY OF MAINE
5717 Corbett Hall
Oreno,ME044695717
01-6000769 501(c)(3) 27,820       Basic Research
(21) STANFORD UNIVERSITY
3160 Porter Dr
Palo Alto,CA94304
94-1156365 501(c)(3) 13,269       Basic Research
(22) UNIVERSITY OF WISCONSIN
21 N Park St
Madison,WI53715
39-6006492 501(c)(3) 87,696       Basic Research
(23) WILLS EYE HOSPITAL
840 Walnut St
Philadelphia,PA19107
23-6000204 501(c)(3) 14,603       Basic Research
(24) UNIVERSITY OF MICHIGAN
5000 Wolverine Twr
Ann Arbor MI,MI48109
38-6006309 501(c)(3) 39,156       Basic Research
(25) VANDERBILT UNIVERSITY
1161 21st Ave S
Nashville,TN37323
62-0476822 501(c)(3) 92,846       Basic Research
(26) Schepens Eye Research Institute
20 Staniford Street
Boston,MA02114
04-2129889 501(c)(3) 271,961       Basic Research
(27) MASS EYE & EAR ASSOCIATES
243 CHARLES ST
BOSTON,MA02114
22-2658209 501(C)(3) 15,083,409        
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
27
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash 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) 2019



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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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

04-2103591
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1JOHN R FERNANDEZ
PRESIDENT
(i)

(ii)
742,730
-------------
0
174,465
-------------
0
226,447
-------------
0
209,674
-------------
0
19,501
-------------
0
1,372,817
-------------
0
150,000
-------------
0
2JOAN W MILLER MD
DIRECTOR
(i)

(ii)
0
-------------
753,644
0
-------------
128,076
0
-------------
23,106
0
-------------
136,840
0
-------------
11,317
0
-------------
1,052,983
0
-------------
0
3MAUREEN KELLEY
ASST SECRETARY (UNTIL 5/18)
(i)

(ii)
177,987
-------------
0
1,500
-------------
0
16,913
-------------
0
2,020
-------------
0
19,269
-------------
0
217,689
-------------
0
0
-------------
0
4CAROLANN WILLIAMS
CFO & VP FINANCE AND ADMIN
(i)

(ii)
426,681
-------------
0
64,503
-------------
0
810
-------------
0
4,315
-------------
0
14,683
-------------
0
510,992
-------------
0
0
-------------
0
5BARBARA J SCULLY
DIRECTOR PROF REV CYCLE
(i)

(ii)
184,165
-------------
0
6,500
-------------
0
381
-------------
0
3,439
-------------
0
19,269
-------------
0
213,754
-------------
0
0
-------------
0
6EILEEN O LOWELL
CNO & VP PAT CARE SVS
(i)

(ii)
276,414
-------------
0
42,387
-------------
0
2,968
-------------
0
3,768
-------------
0
11,453
-------------
0
336,990
-------------
0
0
-------------
0
7KENNETH HOLMES
CFO MEEA
(i)

(ii)
235,509
-------------
0
40,056
-------------
0
25,052
-------------
0
5,368
-------------
0
19,424
-------------
0
325,409
-------------
0
0
-------------
0
8JEFFREY J PIKE
CHIEF OPERATING OFFICER
(i)

(ii)
296,587
-------------
0
50,625
-------------
0
40,530
-------------
0
3,938
-------------
0
5,840
-------------
0
397,520
-------------
0
0
-------------
0
9JENNIFER STREET
VP COMMUNICATIONS & PLANNING
(i)

(ii)
341,418
-------------
0
51,828
-------------
0
1,242
-------------
0
4,201
-------------
0
19,470
-------------
0
418,159
-------------
0
0
-------------
0
10MELISSA M PAUL
CHIEF DEVELOPMENT OFFICER
(i)

(ii)
246,972
-------------
0
41,397
-------------
0
19,000
-------------
0
5,520
-------------
0
19,269
-------------
0
332,158
-------------
0
0
-------------
0
11GLENN W BUNTING
VOICE & SPEECH CLINICAL DIR
(i)

(ii)
192,560
-------------
0
1,000
-------------
0
1,172
-------------
0
3,953
-------------
0
19,269
-------------
0
217,954
-------------
0
0
-------------
0
12RALPH T PELOSI
DIRECTOR FACILITIES PLANNING
(i)

(ii)
186,845
-------------
0
4,750
-------------
0
1,543
-------------
0
3,749
-------------
0
0
-------------
0
196,887
-------------
0
0
-------------
0
13MARTHA PYLE FARRELL
ASST SECRETARY
(i)

(ii)
327,122
-------------
0
52,544
-------------
0
20,322
-------------
0
6,423
-------------
0
19,472
-------------
0
425,883
-------------
0
0
-------------
0
14D BRADLEY WELLING
DIRECTOR
(i)

(ii)
0
-------------
914,115
0
-------------
127,345
0
-------------
21,592
0
-------------
136,840
0
-------------
21,335
0
-------------
1,221,227
0
-------------
0
15DEBRA ROGERS
VP OPHTHALMOLOGY
(i)

(ii)
241,740
-------------
0
39,795
-------------
0
19,799
-------------
0
5,315
-------------
0
11,442
-------------
0
318,091
-------------
0
0
-------------
0
16RACHEL WASSERSTROM
VP OTOLARYNGOLOGY
(i)

(ii)
254,648
-------------
0
31,836
-------------
0
418
-------------
0
5,231
-------------
0
19,423
-------------
0
311,556
-------------
0
0
-------------
0
17MICHAEL RICCI
CHIEF INFORMATION OFFICER
(i)

(ii)
225,221
-------------
0
12,000
-------------
0
18,355
-------------
0
4,943
-------------
0
11,289
-------------
0
271,808
-------------
0
0
-------------
0
18ROBIN SWITZER
DIRECTOR OF HUMAN RESOURCES
(i)

(ii)
183,390
-------------
0
10,000
-------------
0
374
-------------
0
3,392
-------------
0
0
-------------
0
197,156
-------------
0
0
-------------
0
19LEO J HILL
DEPUTY CIO
(i)

(ii)
186,294
-------------
0
10,000
-------------
0
376
-------------
0
3,089
-------------
0
0
-------------
0
199,759
-------------
0
0
-------------
0
20SUNIL EAPPEN MD
CHIEF MEDICAL OFFICER
(i)

(ii)
0
-------------
522,201
0
-------------
81,499
0
-------------
19,259
0
-------------
36,840
0
-------------
21,335
0
-------------
681,134
0
-------------
0
21KEITH D LILLEMOE MD
DIRECTOR (SINCE 7/18)
(i)

(ii)
0
-------------
762,929
0
-------------
137,500
0
-------------
116,263
0
-------------
36,841
0
-------------
26,099
0
-------------
1,079,632
0
-------------
0
22THOMAS SEQUIST MD
DIRECTOR (SINCE 7/18)
(i)

(ii)
0
-------------
479,500
0
-------------
99,527
0
-------------
66,725
0
-------------
24,300
0
-------------
22,100
0
-------------
692,152
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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: CERTAIN INDIVIDUALS PARTICIPATE IN A DEFERRED COMPENSATION ARRANGEMENT WITH MASSACHUSETTS EYE AND EAR. UNDER THIS AGREEMENT, JOHN FERNANDEZ WILL BE CREDITED $200,000 FOR CALENDAR YEAR 2017. JOAN MILLER AND D. BRADLEY WELLING WILL EACH BE CREDITED $100,000 FOR CALENDAR YEAR 2017. 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 $195,795 FROM THE DEFERRED COMPENSATION AGREEMENT IN 2017.
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 15, 2017. 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) 2019

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

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number
04-2103591
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A MASSACHUSSETTS DEVELOPMENT FINANCE AGENCY
 
04-3431814 000000000 12-30-2015 70,394,000 REFNDNG(2010)&FACILITY IMPROVEMENT   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 1,270,463      
2 Amount of bonds legally defeased .............. 0      
3 Total proceeds of issue .................. 70,394,000      
4 Gross proceeds in reserve funds ............. 0      
5 Capitalized interest from proceeds ............. 0      
6 Proceeds in refunding escrows ............... 0      
7 Issuance costs from proceeds ............... 441,892      
8 Credit enhancement from proceeds ............. 0      
9 Working capital expenditures from proceeds ............. 0      
10 Capital expenditures from proceeds ............. 40,579,163      
11 Other spent proceeds ............. 15,079,333      
12 Other unspent proceeds ............. 14,293,612      
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........
               
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........
               
16 Has the final allocation of proceeds been made? ..........   X            
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X              
Part
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            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part
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            
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            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X            
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              
Part
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            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X              
b Exception to rebate? ........                
c No rebate due? .........                
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X              
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X              
b Name of provider .......... CITIZENS BANK
 
 
 
 
 
 
 
c Term of hedge ......... 10 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........   X            
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part
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            
b Name of provider .......... 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            
7 Has the organization established written procedures to monitor the requirements of section 148? ...   X            
Part
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              
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K (Form 990) 2019

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
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) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) JOAN MILLER MD DRCTR IS LICENSOR TO ORG 170,004 PATENT LICENSE PROCEEDS   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) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
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. World-renowned for care, research and teaching in these areas of expertise, Mass. Eye and Ear physicians and scientists are driven by a mission to find cures for blindness and deafness. In the 2018-2019 "Best Hospitals Survey," U.S. News & World Report again ranked Mass. Eye and Ear a top hospital in the nation: #4 for eye care and #6 for ear, nose and throat care. The commitment to provide compassionate and accessible patient care continued with the expansion to twenty clinical care locations in Massachusetts and Rhode Island. In 2018 Mass. Eye and Ear became a proud member of the Partners HealthCare system. This integration has and will continue to allow for a more seamless sharing of some of the centralized services Partners extends to its entities, including PeopleSoft (enterprise resource planning) and Epic (unified patient care system). CLINICAL HIGHLIGHTS DEPARTMENT OF OPHTHALMOLOGY - FACULTY HIRES Paolo Bispo, PhD Yihe Chen, MD Deborah Jacobs, MD Lynette Johns, OD Patrick Lee, OD Courtney Ondeck, MD, MPhil Elizabeth Rossin, MD, PhD Bart Chwalisz, MD (part-time) David Sola-Del Valle, MD Allison Soneru, MD Aisha Traish, MD Tav van Zyl, MD Nazlee Zebardast, MD, MSc Department of Ophthalmology - Faculty Appointments Professor of Ophthalmology Eric Pierce, MD, PhD: William F. Chatlos Professor of Ophthalmology Associate Professor of Ophthalmology Dean Cestari, MD Jack Greiner, MS, OD, DO, PhD (Part-time) Tatjana Jakobs, MD George Papaliodis, MD Luk Vandenberghe, PhD Mary Aronow, MD Assistant Professor of Ophthalmology Petr Baranov, MD, PhD Jason Comander, MD, PhD Tobias Elze, PhD Kevin Houston, OD, MSc Charles Leahy, OD, MS (Part-time) John B. Miller, MD Ayellet Segr, MSc, PhD Brian Song, MD Yoshihiro Yonekawa, MD Instructor in Ophthalmology Paulo Bispo, PhD Yihe Chen, MD Department of Otolaryngology - Faculty Hires Full-time Medical Staff Dunia E. Abdul-Aziz, MD Craig A. Jones, MD Matthew R. Naunheim, MD Michael D. Otremba, MD Research Faculty Daniel L. Faden, MD Srinivas Vinod Saladi, PhD Community-based Medical Staff Pamela S. Jones, MD Vishnu Kannabiran, MD Geoffrey E. Leber, MD, FACS George A. Scangas, MD Department of Otolaryngology - Faculty Appointments Professor Mark A. Varvares, MD Associate Professor Stacey T. Gray, MD Kristina Simonyan, MD, PhD, Dr med Assistant Professor Alicia M. Quesnel, MD Anne E. Takesian, PhD Department of Otolaryngology - Other Promotions/New Leadership Jean Bruch, DMD, MD, was named director of the Norman Knight Hyperbaric Medicine Center Nate Jowett, MD, FRCSC, was named director of the Surgical Photonics and Engineering Laboratory Faisal Karmali, PhD, and Richard F. Lewis, MD, were named co-directors of the Jenks Vestibular Physiology Laboratory Konstantina M. Stankovic, MD, PhD, FACS, was promoted to director of the Division of Otology and Neurotology Department of Anesthesiology - Faculty Hires Melina Hutchison, CRNA Timothy Riley, CRNA Department of Anesthesiology - Faculty Promotions Alvaro Andres Macias, MD: Associate Clinical Director; Assistant Professor, Active Staff Mass Eye and Ear Iuliu Fat, MD: Associate Medical Director for Preoperative Evaluation and Testing; Associate Anesthesiologist, Active Staff, Mass Eye and Ear Gustavo Lozada, MD, MMED: Co-Director of Ambulatory Anesthesia Nancy Gessner, MD: Anesthesiologist, Active Staff, Mass Eye and Ear Maria Bortkiewicz, MD: Anesthesiologist, Active Staff, Mass Eye and Ear Susanna Panitsas, MD: Associate Anesthesiologist, Active Staff, Mass Eye and Ear Benjamin Mizell, MD: Associate Anesthesiologist, Active Staff, Mass Eye and Ear Kathrin Bourdeu, MD: Associate Anesthesiologist, Active Staff, Mass Eye and Ear Artem Grush, MD: Anesthesiologist, Active Staff, Mass Eye and Ear Nita Sahani, MBBS: Associate Anesthesiologist, Active Staff, Mass Eye and Ear Yana Levin, MD: Associate Anesthesiologist, Active Staff, Mass Eye and Ear Department of Radiology For FY18, the Department of Radiology had a total of 160 resident and fellow rotations joining Dr. Curtin and faculty for daily read out sessions and head and neck imaging training (44 from MGH, 49 from BWH, and 67 from BIDMC).
RESEARCH HIGHLIGHTS Department of Ophthalmology AMD Center of Excellence Researchers Identify Potential Blood Markers for Age-Related Macular Degeneration Research conducted by a team of Mass. Eye and Ear investigators showed that metabolomics can be used to identify potential blood biomarkers for AMD, including its severity stages. Metabolomics is the study of circulating metabolites in our body that reflect our genes and the effect of the environment and, therefore, are thought to closely represent the true functional state of complex diseases, including AMD. In collaboration with the University of Coimbra and colleagues at the Channing Division of Network Medicine of Brigham and Women's Hospital, the researchers-including Deeba Husain, MD, and Joan W. Miller, MD-studied blood samples from 90 patients with AMD and identified 87 metabolites that were significantly different when compared to those without AMD. They also note varying characteristics among the blood profiles at each stage of the disease. The most significant metabolites are involved in lipid metabolism, particularly via the glycerophospholipid pathway. This work supports research suggesting that lipids may be involved in the pathogenesis of AMD, although the exact role of lipids in the disease process remains unclear. The results from this study indicate that metabolomics profiling may provide novel insights into the relationship between lipids and AMD. These findings may lead to earlier diagnosis and better prognostic information for patients, and, potentially, new targets for AMD treatment. Cornea Center of Excellence New Strategy May Help Promote Corneal Allograft Survival Mass. Eye and Ear researchers led by senior author Reza Dana, MD, MPH, MSc, have developed a potential new strategy for improving outcomes in corneal transplant surgeries by injecting vasoactive intestinal peptide (VIP) into the eye. The team reports for the first time that injection of the neuropeptide VIP directly into the eyes of mice enhanced corneal graft survival. The study shows that VIP produced other benefits, including acceleration of endothelial wound closure, protection of corneal endothelial cells (CEnCs), and improved corneal graft clarity. If proven successful in clinical studies, this novel approach may help alleviate vision loss in many patients with corneal disease. Diabetic Eye Disease Center of Excellence Imaging May Offer New Insights into Disease Progression of Diabetic Choroidopathy According to a study led by John B. Miller, MD new imaging modalities, such as swept source optical coherence tomography (SS-OCT), may help researchers understand how the choroidal vasculature contributes to diabetic eye disease. The cross-sectional study used SS-OCT, a novel OCT device that enables imaging the choroid with better resolution, and studied patients with different stages of diabetic retinopathy. Choroidal vascular density (CVD) and choroidal vascular volume (CVV) were introduced as new quantitative parameters to assess the choroidal vasculature. Study results demonstrated that diabetic eyes with diabetic macular edema or proliferative diabetic retinopathy (PDR) demonstrated a reduced CVD, as compared to controls. Additionally, eyes with PDR also demonstrated reduced CVV. These results suggest that vascular abnormalities accumulate with the severity of diabetic retinopathy. This study also emphasizes that a diabetic choroidopathy (i.e. changes in the choroidal vasculature) probably occurs simultaneously with changes in the retinal vasculature, even though it is still not clear if this is a primary or secondary event. Elucidating the relationship between diabetic choroidopathy and retinopathy is essential for a more complete understanding of diabetic eye disease, and to improve its prognosis and treatment. Glaucoma Center of Excellence Infectious Disease Institute Researchers Discover New Class of Antibiotics to Fight Leading Superbugs In a significant advance against drug-resistant superbugs, investigators supported by the Harvard-wide Program on Antibiotic Resistance identified a new class of synthetic antibiotics that have been shown to be effective against Staphylococcus aureus and Enterococcus. These two pathogens are among the most virulent, multi-drug resistant pathogens and are responsible for thousands of deaths each year. The pioneering work by this multidisciplinary group of researchers-including Michael Gilmore, PhD, founder and director of the Harvard-wide consortium that includes collaborators from Mass. Eye and Ear, Harvard Medical School, Mass General Hospital, and Brown University-could one day help treat deadly infections caused by these superbugs. Systemic Therapy Outperforms Intraocular Implant for Treating Uveitis For patients with uveitis, systemic therapy consisting of corticosteroids and immunosuppressants preserved vision better, and had fewer adverse outcomes, than a long-lasting corticosteroid intraocular implant, according to a clinical trial funded by the National Eye Institute (NEI). According to Writing Committee Chair and Mass. Eye and Ear researcher, John Kempen, MD, PhD, the results are meaningful not only to ophthalmology but to the broader field of medicine given that inflammatory diseases affect many different organs; these results indicated that systemic therapy as administered in the study had a favorable safety profile. Concerns about potential adverse effects of systemic corticosteroid and immunosuppressive therapy drove the development of an intraocular implant to treat uveitis locally. As a result, the Multicenter Uveitis Steroid Treatment (MUST) trial was undertaken to evaluate whether the implant treatment was an improvement over systemic therapy for management of uveitis. These findings offer guidance to clinicians and patients in making informed decisions about uveitis treatment. Specifically, there is good evidence that systemic therapy would be the first choice of treatment for the average patients with intermediate, posterior, or panuveitis. The implant is effective in treating patients where systemic therapy fails to control inflammation or when patients cannot tolerate the oral medications. The duration of control of inflammation following implant treatment was approximately five years, much longer than expected. Mobility Enhancement and Vision Rehabilitation Center of Excellence Ocular Genomics Institute Genetic Variants May Predict Glaucoma Risk Researchers from Mass. Eye and Ear - including co-senior author Janey Wiggs, MD, PhD together with colleagues at King's College London, and University College London- have identified 133 genetic variants that may predict a person's risk of developing glaucoma. The research team studied 140,000 people drawn from two large patient research databases, UK Biobank and EPIC-Norfolk. They compared the DNA analysis and eye pressure readings of each patient to assess their likelihood of developing glaucoma. The team identified 133 genetic variants in the DNA of people who had high eye pressure readings, and thus had the highest risk of developing glaucoma. Using data from the NEIGHBORHOOD Consortium, they found that these genetic variations were able to predict whether someone might develop glaucoma with 75 percent accuracy. Their findings could lead to a genetic-based screening program that could provide faster and more accurate diagnoses.
Other Research Microglia protect sensory cells needed for vision after retinal detachment A research team led by senior author Kip Connor, PhD, has shown that microglia, the primary immune cells of the brain and retina, play a protective role in response to retinal detachment. Retinal detachment and subsequent degeneration of the retina can lead to progressive visual decline due to photoreceptor cell death, the major light-sensing cell in the eye. The researchers describe, for the first time, the beneficial role of microglial cells in the eye after retinal detachment - migrating to the site of injury to protect photoreceptors and to regulate local inflammation. Department of Otolaryngology Basic Science Researchers use optogenetics to transform cells in the ear to respond to light A Mass. Eye and Ear research team has shown that cells in the inner ear can become photoactive through the use of optogenetics, opening the door for a new generation of hearing devices that can be stimulated more precisely using laser light. In a report published in Molecular Therapy, the researchers describe successfully delivering light-sensitive microbial proteins (known as "opsins") to the cochlea. By changing the properties of these cells to react to laser light, the researchers hope that the technology accelerates the development of a new kind of cochlear implant that's performance is closer to natural hearing. While today's cochlear implants have restored hearing to more than 320,000 people, hearing through a cochlear implant is different from normal hearing. This is because current technology relies on a series of electrodes implanted in the fluid-filled inner ear that receive information from an external sound processor and microphone and sends that information to the cochlear nerve, and to the brain. The electrical current generated by the electrodes can be difficult to focus, especially in a conducting medium of fluid. Unlike electricity, using optogenetics to stimulate cells in the inner ear with laser light may offer a more focused beam that restricts the path of light to the hundreds of cells that are photoactive. Invasive cells in head and neck tumors predict cancer spread Head and neck tumors that contain cells undergoing a partial epithelial-to-mesenchymal transition - which transforms them from neatly organized blocks into irregular structures that extrude into the surrounding environment - are more likely to invade and spread to other parts of the body, according to a study led by researchers from Mass. Eye and Ear, Massachusetts General Hospital (MGH), and the Broad Institute of MIT and Harvard. In a report published in Cell, the researchers created the first atlas of head and neck cancer, revealing the many different kinds of cells, cancerous and non-cancerous, in primary head and neck tumors and their metastases. The findings provide important clues as to how head and neck cancers metastasize, and may have implications for other common cancers as well. Using a process known as single-cell RNA-sequencing, the researchers analyzed more than 6,000 individual cells from head and neck squamous cell carcinomas - the most common head and neck tumor. Through their analysis, the research team was able to characterize a unique structural transition involving cancer cells and normal cells in their environment that allows tumors to spread. Synaptopathy in the aging cochlea A fairly universal communication problem for middle aged and older listeners is an increasing difficulty understanding speech in noisy conditions. The discovery by Mass. Eye and Ear investigators in 2009 of dramatic age- and noise exposure-related cochlear synaptopathy, i.e., the loss of synaptic connections between the inner hair cell and the auditory nerve fibers that carry their information toward the brain, has suggested a possible contributor to these performance declines. In a recent study funded by the Department of Defense and published in the Journal of Neuroscience, researcher Sharon G. Kujawa, PhD, used a combination of electrophysiologic, pharmacologic, and histologic techniques to show evidence for temporal coding abnormalities that are present at the earliest stages of the auditory neural pathway. These deficits in representation of fast timing cues that are essential for speech-in-noise processing are highly correlated with the age-progressive loss of cochlear synapses and are largest at higher sound levels relevant to real world communication. Although the standard clinical audiogram is silent to this synaptic loss, the additional, noninvasive tests used in these studies could be adapted for future diagnostic approaches to assess "hidden" hearing loss in a clinical setting. Sensory overamplification in layer 5 auditory corticofugal projection neurons following cochlear nerve synaptic damage Layer 5 (L5) cortical projection neurons innervate far-ranging brain areas to coordinate integrative sensory processing and adaptive behaviors. In a study led by Daniel B. Polley, PhD, a plasticity in L5 auditory cortex (ACtx) neurons that innervate the inferior colliculus (IC), thalamus, lateral amygdala, and striatum were categorized. The research team tracked daily changes in sound processing using chronic wide-field calcium imaging of L5 axon terminals on the dorsal cap of the IC in awake, adult mice. Sound level growth functions at the level of the auditory nerve and corticocollicular axon terminals are both strongly depressed hours after noise-induced damage of cochlear afferent synapses. Corticocollicular response gain rebounded above baseline levels by the following day and remained elevated for several weeks despite a persistent reduction in auditory nerve input. Sustained potentiation of excitatory ACtx projection neurons that innervate multiple limbic and subcortical auditory centers may underlie hyperexcitability and aberrant functional coupling of distributed brain networks in tinnitus and hyperacusis. An engineering model to test for sensory reweighting Quantitative animal models are critically needed to provide proof of concept for the investigation of rehabilitative balance therapies (e.g., invasive vestibular prostheses) and treatment response prior to, or in conjunction with, human clinical trials. In a study led by Richard F. Lewis, MD, a novel approach to modeling the nonhuman primate postural control system is described. Previously, system identification methodologies and models were only used to describe human posture. However, using pseudorandom, roll-tilt balance platform stimuli to perturb the posture of a rhesus monkey in normal and mild vestibular (equilibrium) loss states, the researchers found that the relationship between trunk sway and platform roll-tilt was determined via stimulus-response curves and transfer function results. When a feedback controller model was used to explore sensory reweighting (i.e., changes in sensory reliance), it prevented the subject from falling off the tilting platform. This first-phase effort to model the balance control system in nonhuman primates is essential for future investigations toward the effects of invasive rehabilitative (balance) technologies on postural control. The neuroregenerative capacity of olfactory stem cells is not limitless: Implications for aging It's estimated that more than 60 percent of people between the ages of 65 and 80 have olfactory (smell) impairment. Not only is this a hazard in the inability to detect smoke from a fire, natural gas leaks in the home, or spoiled food, but it also significantly impacts quality of life and appreciation of food flavor. It's known that loss of olfactory neurons occurs with age, but our understanding of what causes this has been limited. In collaboration with Tufts University School of Medicine, Eric H. Holbrook, MD, developed a mouse model that displays a nasal olfactory membrane, which mimics what is found in human tissue. In this model, mice undergo rapid loss of the olfactory neurons, which causes the underlying immediate precursor stem cells to increase cell division and regenerate dying neurons at a high rate. Through this, the research team found that these cells have a limited capacity under such conditions and eventually disappear, leaving a membrane without neurons. However, a population of reserve basal stem cells remains, but are stuck in an inactive state. Experimental activation of these basal stem cells in mice has been shown to result in regeneration of new neurons and forms the basis of potential therapeutic treatments in human smell loss.
CRISPR therapy preserves hearing in progressive deafness model In collaboration with the Broad Institute of MIT and Harvard, Harvard University, and Howard Hughes Medical Institute, Zheng-Yi Chen, PhD, developed a CRISPR-Cas9 genome-editing therapy to prevent hearing loss in a mouse model of human genetic progressive deafness. The therapy delivers a CRISPR-Cas9 gene-editing protein complex directly into the sound-sensing hair cells via lipid rafts to disrupt an autosomal dominant mutation that would otherwise cause the cells to die. The researchers tested the method in a mouse model of progressive hearing loss with a mutated Tmc1 gene. The team injected the gene-editing mix into the cochlea of newborn mice genetically destined for profound hearing loss. The treated mice maintained a substantial amount of their hearing compared to the untreated mice. At four weeks, the untreated mice had a measurable response in their brainstem to sound starting at roughly 80 decibels, the volume of a garbage disposal or a loud radio. But the treated mice responded to sound starting around 65 decibels-approximately the same volume as a typical spoken conversation. Physiological measurements showed that the hair cells survived at a higher rate in the treated cochlea. At eight weeks, treated mice also retained their instinctive physical "startle" response to sudden loud sound, while the untreated mice did not respond. The work represents a significant step toward genome-editing to halt progression of genetic hearing loss. Delivering the Cas9 protein itself locally, instead of DNA elements that the cell can use to build Cas9, improved the DNA specificity and potential safety of the treatment. Cochlear amplification and tuning depend on the cellular arrangement within the organ of Corti The field of cochlear mechanics has been undergoing a revolution due to recent findings made possible by advancements in measurement techniques. While it has long been assumed that basilar-membrane (BM) motion is the most important determinant of sound transduction by the inner hair cells (IHCs), a recent study led by Sunil Puria, PhD, showed that other parts of the sensory epithelium close to the IHCs, such as the reticular lamina (RL), move with significantly greater amplitude for weaker sounds. With a computational-model of the mouse cochlea, the researchers showed that individual outer hair cells (OHCs) can work together to produce high hearing sensitivity and frequent selectivity because of the overlapping asymmetrical Y-shaped structures that they form with the Deiters' cells (DCs) and phalangeal processes (PhPs). Altering the geometry and material properties of these structures reveals that all three components have a profound effect on BM and reticular-lamina amplification and tuning. These results imply that the DCs and PhPs must be properly accounted for in emerging OHC regeneration therapies. Autologous platelet-rich plasma (PRP) for treatment of androgenic alopecia Platelet-rich plasma (PRP) is a minimally invasive, office-based procedure that uses autologous growth factors from a standard venipuncture to stimulate hair growth in patients with androgenic alopecia (AGA). Although PRP is commonly used to treat orthopedic issues and burn injuries, it is still a relatively novel technique for treatment of androgenic alopecia. A team of researchers, including Linda N. Lee, MD, Jenny X. Chen, MD, and Natalie Justicz, MD, performed a systematic review of the literature to examine the use and efficacy of PRP for AGA. The results of the study demonstrated PRP is a low-risk intervention that is associated with high patient satisfaction and objective improvements in multiple outcome measurements. The study revealed a range of techniques and protocols, highlighting the need for further research to standardize delivery methods and clinical outcome measurements. Mass. Eye and Ear is currently one of the only academic centers in the Northeast to perform and study this technique, both as a stand-alone procedure for androgenic alopecia and as an adjunct to hair transplantation surgeries. Currently, additional prospective studies for PRP are ongoing. Mifepristone may halt growth of intracranial tumor that causes hearing loss A team of researchers including Konstantina Stankovic, MD, PhD, FACS, has identified mifepristone, an FDA-approved drug for chemical abortion, as a promising candidate for the treatment of vestibular schwannoma, a sometimes-lethal tumor associated with neurofibromatosis 2 (NF2) or occurring sporadically. Currently, there are no FDA-approved drugs for vestibular schwannomas or the associated hearing loss. Therefore, patients with symptomatic or growing vestibular schwannomas often undergo surgical resection (through craniotomy) or radiation therapy, but both come with significant risks. In this study, the researchers performed the largest meta-analysis of the vestibular schwannoma transcriptome by studying 80 tumors from patients with sporadic and NF2-associated vestibular schwannomas. Then, through a survey of more than 1,100 drug candidates (all FDA-approved), they identified a short list of drugs likely to convert the abnormal transcriptional signature of a tumor to a more normal one. They tested eight of the most promising candidate drugs against cells grown from other human vestibular schwannomas and found mifepristone to be the most effective. Treatment of vestibular schwannoma cells with mifepristone reduced their proliferation rate by 80 percent. This represents the first application of algorithm-based repositioning of FDA-approved drugs for this tumor class. The study authors are cautiously optimistic about the therapeutic potential of mifepristone for patients with vestibular schwannoma and hope to begin a phase II clinical trial soon to determine efficacy of the drug for this indication. Clinical Practice Opioid prescription patterns after rhinoplasty surgery Facial plastic surgeons, including David A. Shaye, MD, MPH, Linda N. Lee, MD, and Rosh Sethi, MD, MPH, performed a study of 173 rhinoplasty patients over a one-year period to examine opioid prescription patterns using the Massachusetts opioid registry. The study showed a near-negligible rate of refills were required after surgery and 11.3 percent of patients never filled their opioid prescription at all. Recently published in JAMA Facial Plastic Surgery, the results suggest patients experience less pain than expected and that the optimal number of opioid tablets to manage postoperative rhinoplasty pain may be lower than expected. A reduction in narcotic prescriptions after rhinoplasty may limit the opportunity for opioid abuse, an epidemic in the United States, where less than five percent of the world's population consumes two-thirds of the world's opioid supply. As a result of their findings, the authors have reduced the number of opioid tablets they prescribe to patients by at least 50 percent.
NEWS HIGHLIGHTS Department of Ophthalmology In March Mass. Eye and Ear made medical history by performing the first FDA-approved LuxturnaT gene therapy procedure on a patient with inherited blindness. This is the first time any FDA-approved gene therapy has been given to a patient for any inherited disease. The treatment was developed by Spark Therapeutics and approved in December, 2017 by the Food and Drug Administration (FDA) for patients aged 12 months and older. Luxturna has been shown to improve visual function in children and adults with inherited retinal disease caused by mutations in the gene RPE65 for LCA inherited blindness. The landmark procedure was performed by Jason Comander MD, PhD, Associate Director of the Inherited Retinal Disorders Service at Mass. Eye and Ear in Boston. Several groups initiated clinical development, but special mention should be made of the team led by Dr. Jean Bennett at University of Pennsylvania. Mass. Eye and Ear has led the ophthalmology community in the development of outcome measures for ophthalmology, consistently publishing these measures since 2010 in a Quality and Outcomes Report. The department was also among the first to contribute electronic health record data to the American Academy of Ophthalmology's IRIS Registry (Intelligent Research in Sight). As one of five academic groups awarded unique access to the American Academy of Ophthalmology's IRIS Registry, Mass. Eye and Ear is now at the forefront of working with big data for quality improvement and monitoring. Launched in 2014, the IRIS Registry is the nation's first comprehensive eye disease and condition registry and the world's largest specialty clinical data registry. As of April 1, the registry includes nearly 18,000 physicians, 48 million unique patients from all payers contributing 199.6 million patient visits. The Mass. Eye and Ear IRIS Registry Analytics Team -led by co-principal investigators Alice C. Lorch, MD and Joan W. Miller, MD- will involve investigation and partnership with many faculty at Mass. Eye and Ear over the coming years. Other academic groups awarded access include Stanford University, University of Michigan/UCLA/Duke/UNC, University of Washington, and Wills Eye Hospital. FORM 990, PART III, LINE 4B EDUCATION As a Harvard Medical School teaching hospital, Mass. Eye and Ear trains future medical leaders in the fields of ophthalmology and otolaryngology through residency programs, as well as clinical and research fellowships. Department of Otolaryngology 27 Residents 10 Clinical Fellows 81 Research Fellows 3 Research Residents Department of Ophthalmology 24 Residents 26 Clinical Fellows 108 Research Fellows 1 Optometric Resident In other ENT education news, we continue to enjoy our state-of-the-art Otolaryngology Surgical Training Laboratory and have held several major courses there this year. Our department organized its first "Women in Otolaryngology" symposium to discuss the opportunities and challenges of being a woman in a historically male-dominated field. Our panelists included Stacey T. Gray, MD, Margaret A. Kenna, MD, MPH, Konstantina M. Stankovic, MD, PhD, and Sylvette R. Wiener-Vacher, MD, PhD. We held our first annual Mastoid Bowl this summer. Hosted by Daniel J. Lee, MD, FACS, this competition evaluated otolaryngology residents as they performed mastoidectomies on cadavers in the Joseph B. Nadol, Jr., MD, Surgical Training Laboratory. The winner was Chief Resident Katie Phillips, MD. Our year-end graduation lectureship has been officially named the "Joseph B. Nadol, Jr. Lectureship." Dr. Nadol has contributed, and continues to contribute, to the stature and standing of this department in so many ways. Department of Ophthalmology The Mass. Eye and Ear Department of Ophthalmology established the Distinguished Scholar in Ophthalmology. Several Mass. Eye and Ear faculty presented named lectures at the 2018 American Academy of Ophthalmology (AAO) Annual Meeting in October. Joan W. Miller, MD presented the Schepens Award Lecture on AAO Retina Subspecialty Day. Her talk - Developing Therapies for AMD: The Art and Science of Problem-solving - revisited the pathway to successful treatment of age-related macular degeneration, and shared ideas on how to continue innovating in ophthalmology. Dr. Miller's lecture was covered by AAO's ONE Network and Ophthalmology Times, and shared on social media by Retina Today and Retinal Physician, among others. Joseph F. Rizzo III, MD presented the William F. Hoyt Lecture, "Unraveling the enigma of non-arteritic anterior ischemic optic neuropathy." His talk shed light on the most common causes of acute optic nerve injury in people age 50. James Chodosh, MD, MPH presented the Jones/Smolin Lecture, "The persistent enigma of adenovirus keratitis: viral pathogenesis in the cornea," which highlighted clinical signs that differentiate viral keratitis from other etiologies. The 3rd Biennial International Symposium on Ocular Regeneration, held on October 11, brought together leaders in the fields of ophthalmology, bioengineering, and regenerative medicine who aim to accelerate cures for blinding diseases. The David H. Koch Institute Professor, Massachusetts Institute of Technology, presented a talk entitled "Biomaterials and biotechnology: from the discovery of the first angiogenesis inhibitors to the development of controlled drug delivery systems and the foundation of tissue engineering." Organized by Harvard Ophthalmology Ocular Regenerative Medicine Institute Co-Directors Michael Young, PhD and Demetrios Vavvas, MD, PhD, the event was sponsored by RxGen, Alcon, Biogen, Catalyst Biosciences, Gorin Foundation, ReNeuron, and the National Institutes of Health. Held on October 12-13, the 5th Biennial International Symposium on AMD drew more than 200 clinicians, researchers, trainees, and industry representatives who discussed the latest advances in AMD research and the challenges that lay ahead. Franois Delori, PhD, a Harvard Medical School Professor of Ophthalmology and Senior Scientist at Schepens Eye Research Institute of Mass. Eye and Ear, presented the 2018 Ephraim Friedman Lecture, entitled "Fundus autofluorescence." Organized by Harvard Ophthalmology AMD Center of Excellence Co-Directors Patricia D'Amore, PhD, MBA, Ivana Kim, MD, and Deeba Husain, MD, the event was sponsored by the Broadhurst Foundation, Regeneron, Genentech, Biogen, Macular Degeneration Foundation, Heidelberg Engineering, American Macular Degeneration Foundation, Merck, and the National Institutes of Health.
Innovation and Interaction Sessions is a new educational initiative that brings residents together for one 3-hour block each month to participate in innovative and interactive learning utilizing the Surgical Training Laboratory. The first session on August 3, 2018 was led by Silas Wang, MD and Elizabeth Rossin, MD, PhD. Highlights included practicing setting up and priming the phaco machine, loading 1-piece and 3-piece IOLs, positioning and manipulation of the microscope, paracentesis and main wound construction followed by suturing of wounds, teaching sutures, and learning to load and implant capsular tension rings and 3-piece IOLs. The second session on September 7, 2018 was led by David Hunter, MD, PhD, David Sol-del Valle, MD, Tav van Zyl, MD, and Dr. Rossin. Junior residents participated in a Refraction boot camp where they learned about retinoscopy and refraction. Senior residents participated in a minimally invasive glaucoma surgery (MIGS) workshop where they learned to place an iStent, and having completed this training are now able to participate in MIGS procedures with Dr. Sol-del Valle in the operating room. Resident feedback on these sessions has been very positive. A continuity clinic was created to supplement the continuity in patient care that residents experience in caring for patients within the clinical rotations. In this enhanced continuity experience, residents see patients that they evaluated in the Mass. Eye and Ear Emergency Department (MEE ED) in follow-up appointments. Residents also have the opportunity to participate in surgeries of patients that they initially cared for in the MEE ED. Residents attend continuity clinic approximately 2 half days per month. This clinic is directly supervised by the Mass Eye and Ear Chief Resident, who is a member of the Mass Eye and Ear faculty. Feedback from residents and faculty has been positive. An ophthalmology residency program wellness committee was formed consisting of residents and faculty members. The committee works with the residency program, the department, and the GME efforts to support and encourage activities that promote resident wellness. Examples of early initiatives include revamping the resident room, a space in which the residents have workspaces, lockers, computers, and often spend down-time, as well as organizing a series of resident-faculty social activities outside of work. Mass Eye and Ear has also appointed a resident representative to the Partners Healthcare Resident Wellness Committee. We aim to continue growth of these important initiatives. Awards and Honors Department of Ophthalmology Petr Baranov, PhD: Audacious Goals Initiative for Regenerative Medicine grant, National Eye Institute (in collaboration with Vanderbilt University Medical Center and University of Alabama at Birmingham) Dean Cestari, MD: A. Clifford Barger Excellence in Mentoring Award, Harvard Medical School; Dean's Community Service Award, Harvard Medical School; Surgical Teacher of the Year, Harvard Department of Ophthalmology Han-Ying (Peggy) Chang, MD: Norman Knight Leadership Award, Mass. Eye and Ear Jing Chen, PhD: Special Scholar Award, Research to Prevent Blindness Teresa C. Chen, MD: Senior Achievement Award, American Academy of Ophthalmology James Chodosh, MD, MPH: Jones/Smolin Lecture, American Academy of Ophthalmology Joseph B. Ciolino, MD: Sloan Healthcare Innovation Prize, MIT Patricia A. D'Amore, PhD, MBA: American Academy of the Arts and Sciences Elected Fellow; Barbara J. McNeil Faculty Award for Exceptional Service to HMS/HSDM Reza Dana, MD, MSc, MPH: Friedenwald Award, Association for Research in Vision and Ophthalmology; Stein Innovation Award, Research to Prevent Blindness Mary-Magdalene (Ugo) Dodd, MD: 2018 Fellow Research Award, American Association for Pediatric Ophthalmology and Strabismus Thaddeus Dryja, MD: Helen Keller Prize for Vision Research, BrightFocus and Helen Keller Foundation; Appointed Associate Member of Broad Institute Rosario Fernandez-Godino, PhD, MSc: BrightFocus Foundation Award (for macular degeneration research) Rachel M. Huckfeldt, MD, PhD: Career Development Award, Foundation Fighting Blindness Frederick Jakobiec, MD, DSc: Simmons Lessell Excellence in Education Award, Harvard Ophthalmology; Merrill Reeh Prize, American Society of Ophthalmic Plastic and Reconstructive Surgery John H. Kempen, MD, MPH, MHS, PhD: Dean's Community Service Award, Harvard Medical School Carolyn Kloek, MD: WIO Educators Award, Women in Ophthalmology Wendy Liu, MD: Gragoudas-Folkman Award, Mass. Eye and Ear Gang Luo, MD: Innovations Technology Low Vision Research Award, Research to Prevent Blindness Zhonghui (Katie) Luo, MD, PhD: Dean's Community Service Award, Harvard Medical School Lotfi Merabet, OD, PhD, MPH: A. Clifford Barger Excellence in Mentoring Award, Harvard Medical School Joan W. Miller, MD: Lucien Howe Medal, American Ophthalmological Society*; Gertrude D. Pyron Award and Lecture, American Society of Retina Specialists and Retina Research Foundation*; Charles L. Schepens, MD Award and Lecture, American Academy of Ophthalmology, Retina Research Foundation and Schepens International Society*; Mentor with Distinction, Harvard Medical School (*Dr. Miller is the only individual ever to win all three awards) John B. Miller, MD: Macula Society membership Kareem Moussa, MD: The Robert Brockhurst Academic Development Award, Mass. Eye and Ear Shizuo Mukai, MD: William and Carolyn Aliski Distinguished Scholar in Ophthalmology, Mass. Eye and Ear (inaugural) Eric Yin-Shan Ng, PhD: Young Mentor Award, Harvard Medical School Patrick Oellers, MD: The Thomas J. Madden Fellowship in Retina, Mass. Eye and Ear Billy Xiaoyi Pan, MD: 2017-18 Ruthanne and Richard J. Simmons Glaucoma Fellow, Mass. Eye and Ear Eli Peli, MSc, OD: Harold Amos Faculty Diversity Award, Harvard Medical School Roberto Pineda II, MD: Jos I. Barraquer Lecture and Award, Brazilian International Society of Refractive Surgery Joseph F. Rizzo III, MD: William F. Hoyt Lecture, American Academy of Ophthalmology Miin (Irene) Roh, MD, PhD: Evangelos S. Gragoudas Award, Macula Society Hajirah N. Saeed, MD: Dohlman Fellowship Award, Claes Dohlman Society Magali Saint-Geniez, PhD: Iraty Award for Research in Retinal Diseases, Mass. Eye and Ear Jane Schweitzer, MD: Clinical Teacher of the Year, Harvard Department of Ophthalmology Paolo Antonio S. Silva, MD: AAO Achievement Award, American Academy of Ophthalmology; Macula Society membership Luk Vandenberghe, PhD: Outstanding New Investigator Award, American Society of Gene and Cell Therapy; Appointed Associate Member of Broad Institute Janey Wiggs, MD, PhD: Elected to the National Academy of Medicine; Dr. David L. Epstein Award, ARVO Foundation (with mentee Ryan Collantes, MD) Yoshihiro Yonekawa: Achievement Award, American Academy of Ophthalmology
Department of Otolaryngology Dunia Abdul-Aziz, MD, was the recipient of the 2017 Yellen Young Investigator Award. This award is made possible by the generosity of Mass. Eye and Ear Trustees, Patricia and Barry Yellen. Daniel G. Deschler, MD, FACS, and Marlene L. Durand, MD, published a new textbook, Infections of the Ears, Nose, Throat, and Sinuses. Dr. Deschler was also appointed chair of the Patient Care Division of the American Head and Neck Society. Kevin S. Emerick, MD, is the recipient of the 2018 Chris O'Brien Traveling Fellowship, which is presented by The Research and Education Foundation of the American Head and Neck Society. Allen Feng, MD, and Sid Puram, MD, PhD, were the co-recipients of the 2018 Triological Society (Eastern Section)'s William W. Montgomery, MD Resident Research Award for their abstract, "Intraoperative recurrent laryngeal nerve monitoring during thyroid surgery: Trends among otolaryngologists and general surgeons." Tessa A. Hadlock, MD, was re-elected as president of the International Sir Charles Bell Society. Eric H. Holbrook, MD, joined the American Rhinologic Society Board of Directors. Judith S. Kempfle, MD, won the poster blitz contest at the 2018 Association for Research in Otolaryngology annual meeting. Elliott D. Kozin, MD, was named a 2018 Star Reviewer for the journal Otolaryngology-Head and Neck Surgery. Robin W. Lindsay, MD, was named co-chair of the American Academy of Facial Plastic and Reconstructive Surgery Meeting at the Combined Otolaryngology Spring Meetings and chair of the WIO Research and Survey Committee for the American Academy of Otolaryngology-Head and Neck Surgery. Gregory W. Randolph, MD, FACS, FACE, has been elected chair of the Endocrine Surgery Section of the American Head and Neck Society. Steven D. Rauch, MD, received an honorary professorship at the Annual Vestibular Conference of the Guangdong Academy of Medical Sciences in Guangzhou, China. He was also appointed as a member of the Mnire's Disease Advisory Board of the Hearing Health Foundation. Ahmad R. Sedaghat, MD, PhD, was the recipient of the 2018 Eleanor and Miles Shore Fellowship Program Award for Scholars in Medicine. Mark G. Shrime, MD, MPH, PhD, FACS, was awarded the 2018 Arnold P. Gold Foundation Award for Humanism in Medicine by the American Academy of Otolaryngology-Head and Neck Surgery. Kristina Simonyan, MD, PhD, Dr med, was invited to serve on the Scientific Advisory Board of the Tourette Association of America. Department of Anesthesiology Iuliu Fat, MD: MEE/HMS Department of Anesthesia: Excellence in Teaching Award Department of Radiology MEE Radiology Department: 52nd ASHNR Annual Meeting, First Place for Best Scientific Electronic Exhibit Dr. Amy Juliano: RSNA International Visiting Professor Dr. Katherine Reinshagen: Promoted to Associate Staff Radiologist Form 990, Part III, Line 4c Facilities, Equipment and Technology Department of Ophthalmology Mass. Eye and Ear launched a unique emergency department (ED) and inpatient consultation service, known as the Ophthalmology Hospitalist Program. Senior credentialed ophthalmologists now provide consults for patients admitted to general hospitals, including Mass General, Brigham and Women's Hospital, and Faulkner Hospital. The program fortifies connections among Harvard Ophthalmology hospital affiliates, and enhances trainee education and the existing consult service at Mass. Eye and Ear. Members of the hospitalist program include Jane Schweitzer, MD, Jo-Ann Haney-Tilton, MD, FACS, EMHL, and Aisha Traish, MD. The refractive and laser vision correction services moved to Mass. Eye and Ear's Waltham patient care site in November, 2018. Mass. Eye and Ear now offers a new type of minimally-invasive laser vision correction, the ReLEx SMILE procedure for the treatment of myopia (nearsightedness) at its Waltham location. Mass. Eye and Ear specialists are among the most experienced with the SMILEapproach nationwide, and the first in New England to offer the procedure. A new collaborative program between Mass. Eye and Ear and Mass General Hospital offers mental health services to patients within the Eye Trauma Service at Mass. Eye and Ear. The program allows visits with a psychologist for patients with severe trauma to their eye or face, including loss of an eye, loss of vision, or disfigurement. This service is intended to assist a patient in his or her initial adjustment to injuries and can also facilitate referral to a mental health care provider should the patient require ongoing care. Department of Otolaryngology Mass. Eye and Ear expanded to the Cape, opening two otolaryngology practices: Mass. Eye and Ear, Harwich Mass. Eye and Ear, Mashpee Began the Weymouth office build-out to accommodate more patients Began 11th floor renovation of clinic and office spaces Increased ambulatory space in Head and Neck Updated Head and Neck space aesthetics Built workstations for Head and Neck PAs Started building out phlebotomy and EKG Renovated Medical Evaluation Center (MEC) to accommodate Laryngology clinics Added huddle space for family conferences in Laryngology Completed build-out of the Surgical Photonics Engineering and Laboratory (SPEL) Department of Anesthesiology 2 Nihon Kohden Patient Monitors 2 Nihon Kohden Multi-Gas Analyzers 4 Glidescopes 1 Draeger Anesthesia MRI Machine 1 Sonosite Portable Ultrasound Machine 2 Norm-O-Temp Warming Systems Department of Radiology Installed a second 3.0T MRI with state-of-the-art audio/visual enhancements to provide a superior patient experience and advanced software to leverage and explore new and novel imaging techniques Planned the replacement of the department's fluoroscopy machine (used to examine patients with a variety of voice, speech, airway and swallowing disorders) with a state of the art unit that significantly reduces the amount of radiation exposure for patients and staff Community Engagement Department of Ophthalmology October 11, 2017 and September 13, 2018: Presidents Lecture Series November 30, 2017: Neighborhood House Charter School Vision Screenings Spring 2018: Fenway High School Interns April 4, 2018: Roxbury Tenants of Harvard Open House at Longwood April 7, 2018: Stoneham Chamber of Commerce 2018 Health and Wellness Expo May 17, 2018: Graves' Disease Public Forum July 19 and August 9, 2018: Camp Harbor View Vision Screenings Department of Otolaryngology Michael S. Cohen, MD, sent earmuff-style hearing protection to the New England Patriots players for their kids to wear during the Super Bowl. He also hosted his annual Hearing Center Family Carnival, which brings dozens of patient families to Mass. Eye and Ear for a day of fun. Aaron K. Remenschneider, MD, MPH, and Alicia M. Quesnel, MD, are working with the Massachusetts Commission for the Deaf and Hard of Hearing on continued support for the Boston Marathon bombing victims. They have established a formal collaboration with them to serve and support survivors, and collect clinical outcomes data on patients who are local. Led by Mark A. Varvares, MD, FACS, a team of volunteers held head and neck screenings at the Mission Hill Health Fair, where they screened more than 30 people. The Mass. Eye and Ear Department of Audiology sponsored a team for the Walk 4 Hearing, which benefits the Hearing Loss Association of America. In addition to the accomplishments highlighted in this report, Mass. Eye and Ear was proud to be named Employer of the Year by the Massachusetts Commission for the Blind.
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 TME 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 6 The Foundation is the sole member of the Infirmary. Effective April 1, 2018, Partners Healthcare System, Inc.(Partners) became the sole member of the Foundation. As a result the Foundation and its affiliated entities became part of the comprehensive, integrated healthcare system organized and operated by Partners that includes hospitals, physicians, charitable, scientific, educational, research and other Partners affiliated organizations.
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 ANNUALLY, 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 15, 2017. 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: $13,940,727
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
MASSACHUSETTS EYE & EAR INFIRMARY
 
Employer identification number

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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)FDN OF THE MASS EYE & EAR INFIRMARYINC
243 CHARLES STREET

BOSTON,MA02114
04-2785453
SUPPORT MA 501(C)(3) 10 PHS
 
 
No
(2)MASSACHUSETTS EYE & EAR ASSOCIATES INC
243 CHARLES STREET

BOSTON,MA02114
22-2658209
PATIENT CARE MA 501(C)(3) 10 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
243 CHARLES STREET

BOSTON,MA02114
04-3272965
SUPPORT MA 501(C)(3) 12 - 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
 
(7)Partners HealthCare System Inc
800 BOYLSTON STREET

BOSTON,MA02199
04-3230035
Hospital MA 501(c)(3) 3 NA
 
 
No
(8)Partners HealthCare Group (SEE PART VII)
800 BOYLSTON STREET

BOSTON,MA02199
Healthcare MA 501(c)(3) 10 PHS
 
Yes
 
(9)Neighborhood Health Plan Inc
253 Summer Street

Boston,MA02210
04-2932021
Insurance MA 501(c)(4) NONE PHS
 
Yes
 
(10)Community Medical Alliance Inc
253 Summer Street

Boston,MA02210
04-3454185
INSURANCE MA 501(c)(3) 12A NHP
 
Yes
 
(11)PARTNERS POOLED INVESTMENT HOLDINGS LLC
800 BOYLSTON STREET

BOSTON,MA02199
82-1715859
SUPPORT ORG MA 501(c)(3) 12A PHS
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) PHS BAY COLONY FUND

245 Park Avenue
NEW YORK,NY10167
13-3887448
Investments DE NA
 
N/A                
(2) PARTNERS HEALTHCARE SYSTEM POOLED INVEST

101 MERRIMAC STREET
BOSTON,MA02114
04-3268842
INVESTMENTS MA NA
 
N/A                
(3) RADIATION THERAPY OF SOUTHEASTERN MA LL

375 LONGWOOD AVENUE
BOSTON,MA02115
01-0873580
RADIATION THERAPY MA NA
 
N/A                
(4) PARTNERS INNOVATION FUND LLC

101 HUNTINGTON AVENUE
BOSTON,MA02199
26-2899986
INVESTMENTS MA NA
 
N/A                
(5) PARTNERS HEALTHCARE ACCOUNTABLE CARE ORG

399 REVOLUTION DRIVE
SOMERVILLE,MA02145
81-2762122
ACCOUNTABLE CARE MA NA
 
N/A                




Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Newton-Wellesley Physician Hospital Org

2014 Washington Street
Newton,MA02462
04-3209749
Healthcare MA NA
 
SUBCH. C CORP          
(2) ALLWAYS HEALTH PARTNERS INSURANCE CO

399 REVOLUTION DRIVE
SOMERVILLE,MA02145
83-0970929
INSURANCE COMPANY MA NA
 
SUBCH. C CORP          










Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) SCHEPENS EYE RESEARCH INSTITUTE INC

Q 438,533 CASH
(2) SCHEPENS EYE RESEARCH INSTITUTE INC

P 1,874,604 CASH
(3) SCHEPENS EYE RESEARCH INSTITUTE INC

B 271,961 CASH
(4) SCHEPENS EYE RESEARCH INSTITUTE INC

P 255,470 CASH
(5) MASS EYE & EAR PENSION PLAN

R 19,712,045 CASH
(6) MASS EYE & EAR ASSOCIATES

C 2,416,349 CASH
(7) MASS EYE & EAR ASSOCIATES

B 15,083,409 CASH
(8) MASS EYE & EAR ASSOCIATES

O 26,302,420 CASH
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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


Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
SCHEDULE R, PART II EFFECTIVE APRIL 1, 2018, MEEI ORG BECAME RELATED TO PARTNERS HEALTHCARE SYSTEM, INC. AND ITS RELATED ENTITIES IN ITS GROUP EXEMPTION. EFFECTIVE OCTOBER 1, 2018, MEEI ORG BECAME PART OF THE PARTNERS GROUP EXEMPTION.
SCHEDULE R, PART V, LINE 15: CONTRIBUTIONS REPRESENT AMOUNTS CONTRIBUTED BY THE INFIRMARY FOR EMPLOYEE RETIREMENT BENEFITS AS REQUIRED BY THE PENSION PLAN'S FUNDING POLICY.
Schedule R (Form 990) 2019

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