2024-08-14T15:50:15-05:00 2023-09-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-10-01 237000827 TUFTS SHARED SERVICES INC TUFT 6176365402 171 HARRISON AVENUE BOX 821 BOSTON MA 02111 JAMES FOLEY EXECUTIVE DIRECTOR 6176365402 2024-08-08 1 1 BRENDA L BOOTH P01342395 6177610600 2024-08-08 2022 2024-08-08 14:25:15Z JAMES FOLEY 171 HARRISON AVENUE BOX 821 BOSTON MA 02111 35821546 0 X N/A X 1968 MA THE ORGANIZATION WAS ORGANIZED IN 1968 TO COORDINATE AND SUPPLEMENT THE HEALTH AND EDUCATIONAL SERVICES PROVIDED TO TUFTS MEDICAL CENTER, A HOSPITAL, AND TUFTS UNIVERSITY, A UNIVERSITY. 6 0 74 0 11113 1214 0 0 36057908 35303982 27785 298867 166166 218697 36251859 35821546 0 2000000 0 0 6923318 7193333 0 0 0 25436887 25373376 32360205 34566709 3891654 1254837 29593995 33997822 3683474 6832464 25910521 27165358 X THE ORGANIZATION WAS ORGANIZED IN 1968 TO COORDINATE AND SUPPLEMENT THE HEALTH AND EDUCATIONAL SERVICES AND ACTIVITIES OF TUFTS MEDICAL CENTER, A HOSPITAL, AND TUFTS UNIVERSITY, A UNIVERSITY. 0 0 18047816 2000000 17840097 UTILITY SUPPLY CENTER - THE USC PROVIDES UTILITY RELATED SERVICE TO MOST OF TUFTS MEDICAL CENTER AND TUFTS UNIVERSITY BUILDINGS BETWEEN HARRISON AVENUE AND TREMONT STREET. EACH INSTITUTION IS RESPONSIBLE FOR THEIR SHARE OF THE UTILITIES. ITS PRINCIPAL LOCATION IS IN THE DENTAL BUILDING BASEMENT. IT ALSO OPERATES THE TUFTS HUMAN NUTRITION RESEARCH CENTER'S UTILITY SUPPLY CENTER AND SUPPLIES NIGHTS, WEEKENDS, AND HOLIDAY COVERAGE FOR TUFTS MEDICAL CENTER. THE USC ALSO MANAGES CENTRAL ELECTRICITY, STEAM, WATER AND SEWER, AND NATURAL GAS. 12842416 RENTAL AND PARKING - WEEKDAY PARKING IS RESTRICTED TO THE MEDICAL CENTER AND UNIVERSITY USE. ON EVENINGS AND WEEKENDS THE TREMONT STREET GARAGE IS OPEN TO COMMERCIAL PARKING. THE PARKING DEPARTMENT FUNDS THE T-PASS SUBSIDY.- TREMONT STREET GARAGE-MORTGAGE PAID 6/2008.- TRAVELER STREET GARAGE-OWNED BY TSS, INC.- HERALD STREET GARAGE-LEASED- HUDSON/TYLER STREET LOT-LEASED- MOTOR MART GARAGE-LEASED- VERIZON LOT-LEASED 1857898 2255950 COPY CENTER - THE COPY CENTER COMPETITIVELY PROVIDES PRINTING SERVICES TO TUFTS MEDICAL CENTER, AND TO TUFTS UNIVERSITY AT ITS BOSTON, MEDFORD AND GRAFTON CAMPUSES. IT DOES SOME COMMERCIAL WORK FOR OUTSIDE CUSTOMERS. IT ALSO PROVIDES OFFICE COPIERS AND PAPER. 89577 ZISKIND PROJECT 89577 32837707 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 22 0 1 74 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X MARIA PISA 6176365402 171 HARRISON AVE 821 BOSTON MA 02111 JEFFREY A WEINSTEIN BOARD MEMBER-CHAIRMAN(UNTIL 1/17/23) 1.00 49.00 X 0 637099 27788 DIANA RICHARDSON BOARD MEMBER 1.00 40.00 X 0 707603 100437 ASSAD SIDDIQI BOARD MEMBER 1.00 40.00 X 0 411644 59208 ZACHARY REDMOND BOARD MEMBER 1.00 40.00 X 0 384525 74854 JAMES HURLEY BOARD MEMBER 1.00 40.00 X 0 475603 49135 AKIYO FUJI BOARD MEMBER 1.00 40.00 X 0 252984 30514 BARBARA STEIN BOARD MEMBER 1.00 40.00 X 0 354175 66624 MARK GONTHIER BOARD MEMBER (UNTIL 9/19/23) 1.00 40.00 X 0 239656 37180 JAMES FOLEY EXECUTIVE DIRECTOR 40.00 0.00 X 258298 0 27185 MARIA PISA CONTROLLER 40.00 0.00 X 200844 0 0 WILLIAM HUNT USC CHIEF ENGINEER 40.00 0.00 X 177551 0 14349 ENZO TAMBURELLO LEAD PLUMBER 40.00 0.00 X 152003 0 41639 EDWARD DULLEA USC LEAD MECHANIC 40.00 0.00 X 133858 0 36875 STEVEN SANKUS USC LEAD MECHANIC 40.00 0.00 X 127152 0 9652 MAHENDRA JAGLALL USC MECHANIC I 40.00 0.00 X 128230 0 0 KRISTINE HANSCOM FORMER BOARD MEMBER 1.00 39.00 X 0 429675 76071 WILLIAM SHLCKOLOVICH FORMER BOARD MEMBER 0.00 0.00 X 0 124308 0 1177936 4017272 651511 14 1 1 0 A&A METRO TRANSPORTATION 1001 BEDFORD STREET BRIDGEWATER MA 02324 SHUTTLE SERVICES 1194279 CONTRACTING SPECIALISTS INC 453 SOUTH MAIN STREET ATTLEBORO MA 02703 CONSTRUCTION & REPAIRS 678265 TOSHIBA BUSINESS SOLUTIONSDELAGE FINANC PO BOX 927 BUFFALO NY 14240 LEASE OF PRINT/COPY EQUIPMENT 595275 BMI MECHANICAL 243 AMESBURY ROAD UNIT 6 KENSINGTON NH 03833 USC NECHANICAL /REPAIRS 355402 JOHNSON CONTROLS DISTRICT 108 95 SHAWMUT ROAD CANTON MA 02021 MONITORING SYSTEM 269411 5 INSTITUTIONAL USE 561499 17840097 17840097 RENTAL AND PARKING FACILITIES 561499 15196822 15196822 OUTSIDE USERS & AFFILIATES 561499 2267063 2255950 11113 35303982 298867 298867 ABATEMENTS & RECOVERIES 561499 218697 218697 218697 35821546 20096047 11113 15714386 X 2000000 2000000 486327 486327 5387962 5182613 205349 559906 514000 45906 759138 662391 96747 85054 85054 82000 82000 927340 927340 21100 21100 479778 479778 104628 104628 2314776 2314776 406559 406559 UTILITIES 12779584 12770927 8657 SUPPORT SERVICES 1485434 599418 886016 EQUIPMENT RENTAL/MAINT. 1426974 1426974 LEASE EQUIPMENT 1352021 1352021 3908128 3908128 34566709 32837707 1729002 0 278586 223874 8377364 9568520 50359 103714 39063 45523 444281 449517 48287731 37673681 10758148 10614050 7184983 7483850 2461211 5508774 29593995 33997822 3683474 3286529 0 3545935 3683474 6832464 X 25910521 27165358 25910521 27165358 29593995 33997822 1254837 0 X 0 1 X 1 0 X X 2 TUFTS UNIVERSITY 042103634 2 1 1000000 0 TUFTS MEDICAL CENTER INC 043400617 3 1 1000000 0 2 2000000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 3092613 3092613 37573281 32717589 4855692 3783547 2622172 1161375 2661719 2333920 327799 1176571 1176571 10614050 DUE FROM AFFILIATES 2067476 RIGHT OF USE OF ASSET-OPERATING LEASES 2215846 RIGHT OF USE OF ASSET-FINANCIAL LEASES 1225452 5508774 OPERATING LEASE OBLIGATIONS 2257106 FINANCING LEASE OBLIGATIONS 1288829 3545935 X 35821546 0 35821546 0 35821546 34566709 0 34566709 0 34566709 PART X, LINE 2: TSS ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TSS HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS ASSESSMENT OF WHICH ACTIVITIES ARE RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, TSS HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. TSS IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. TSS'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. 0 TUFTS UNIVERSITY 80 GEORGE STREET ATTN TAX DEPT MEDFORD MA 02155 042103634 501(C)(3) 1000000 0 GENERAL SUPPORT TUFTS MEDICAL CENTER INC 800 WASHINGTON STREET BOX 468 BOSTON MA 02111 043400617 501(C)(3) 1000000 0 GENERAL SUPPORT 2 0 X X 1 1 0 0 0 0 0 0 0 DIANA RICHARDSON BOARD MEMBER 0 603245 0 100963 0 3395 0 86850 0 13587 0 808040 0 0 JEFFREY A WEINSTEIN BOARD MEMBER-CHAIRMAN(UNTIL 1/17/23) 0 453993 0 61913 0 121193 0 9150 0 18638 0 664887 0 0 JAMES HURLEY BOARD MEMBER 0 448969 0 0 0 26634 0 38400 0 10735 0 524738 0 0 KRISTINE HANSCOM FORMER BOARD MEMBER 0 139292 0 0 0 290383 0 71912 0 4159 0 505746 0 204265 ASSAD SIDDIQI BOARD MEMBER 0 371294 0 40000 0 350 0 48466 0 10742 0 470852 0 0 ZACHARY REDMOND BOARD MEMBER 0 305704 0 29520 0 49301 0 45989 0 28865 0 459379 0 39423 BARBARA STEIN BOARD MEMBER 0 346575 0 0 0 7600 0 38400 0 28224 0 420799 0 0 JAMES FOLEY EXECUTIVE DIRECTOR 256900 0 0 0 1398 0 7417 0 19768 0 285483 0 0 0 AKIYO FUJI BOARD MEMBER 0 251246 0 142 0 1596 0 30337 0 177 0 283498 0 0 MARK GONTHIER BOARD MEMBER (UNTIL 9/19/23) 0 233254 0 0 0 6402 0 28893 0 8287 0 276836 0 0 MARIA PISA CONTROLLER 200462 0 0 0 382 0 0 0 0 0 200844 0 0 0 ENZO TAMBURELLO LEAD PLUMBER 151762 0 0 0 241 0 4175 0 37464 0 193642 0 0 0 WILLIAM HUNT USC CHIEF ENGINEER 176534 0 0 0 1017 0 4697 0 9652 0 191900 0 0 0 EDWARD DULLEA USC LEAD MECHANIC 133704 0 0 0 154 0 0 0 36875 0 170733 0 0 0 WILLIAM SHLCKOLOVICH FORMER BOARD MEMBER 0 0 0 0 0 124308 0 0 0 0 0 124308 0 0 PART I, LINES 4A-B WILLIAM SHICKOLOVICH RECEIVED SEVERANCE IN THE AMOUNT OF $124,308 DURING CALENDAR YEAR 2022. KRISTINE HANSCOM RECEIVED SEVERANCE IN THE AMOUNT OF $65,775 DURING CALENDAR YEAR 2022. JEFFREY WEINSTEIN RECEIVED SEVERANCE IN THE AMOUNT OF $32,385 DURING CALENDAR YEAR 2022. JOHN KARNATH RECEIVED SEVERANCE IN THE AMOUNT OF $XXXXXX DURING CALENDAR YEAR 2022. SECTION 457(F) RETIREMENT PLAN EMPLOYER DEFERRALS: KRISTINE HANSCOME - $67,684 DIANA RICHARDSON - $77,700 ASSAD SIDDIQI - $41,519 ZACHARY REDMOND - $36,977 FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD ARE APPOINTED BY THE CEO OF THE MEDICAL CENTER AND THE CEO OF THE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS COMPLETED BY THE CONTROLLER/AUDIT FIRM AND THEN PRESENTED TO THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT ALL OFFICERS, KEY EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN ANNUALLY. IF A POTENTIAL CONFLICT EXISTS, THE CONFLICT IS BROUGHT BEFORE THE BOARD FOR REVIEW, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS MUST APPROVE IN ADVANCE THE AMOUNT OF ALL COMPENSATION FOR OFFICERS OF THE CORPORATION. BEFORE APPROVING THE COMPENSATION OF AN OFFICER, THE BOARD SHALL DETERMINE THAT THE TOTAL COMPENSATION TO BE PROVIDED BY THE CORPORATION TO THE OFFICER IS REASONABLE IN AMOUNT IN LIGHT OF THE POSITION, RESPONSIBILITY AND QUALIFICATION OF THE OFFICER FOR THE POSITION HELD, INCLUDING THE RESULT OF AN EVALUATION OF THE OFFICER'S PRIOR PERFORMANCE FOR THE CORPORATION, IF APPLICABLE. IN MAKING THE DETERMINATION, THE BOARD SHALL CONSIDER TOTAL COMPENSATION TO INCLUDE THE SALARY AND THE VALUE OF ALL BENEFITS PROVIDED BY THE CORPORATION TO THE INDIVIDUAL IN PAYMENT FOR SERVICES. AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING AN OFFICER'S COMPENSATION, THE OFFICER SHOULD NOT BE PRESENT IN THE MEETING. THE BOARD SHALL OBTAIN AND CONSIDER APPROPRIATE DATA CONCERNING COMPARABLE COMPENSATION PAID TO SIMILAR OFFICERS IN LIKE CIRCUMSTANCES. THE BOARD SHALL SET FORTH THE BASIS FOR ITS DECISIONS WITH RESPECT TO COMPENSATION IN THE MINUTES OF THE MEETING AT WHICH THE DECISIONS ARE MADE, INCLUDING THE CONCLUSIONS OF THE EVALUATION AND THE BASIS FOR DETERMINING THAT THE INDIVIDUAL'S COMPENSATION WAS REASONABLE IN LIGHT OF THE EVALUATION AND THE COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART IX, LINE 24E SHUTTLE SERVICES: PROGRAM SERVICE EXPENSES 1,092,272. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,092,272. T-PASS SUBSIDY: PROGRAM SERVICE EXPENSES 1,029,991. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,029,991. PRINTING/COPYING: PROGRAM SERVICE EXPENSES 516,345. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 516,345. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 489,318. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 489,318. VALET: PROGRAM SERVICE EXPENSES 340,694. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 340,694. SNOW REMOVAL: PROGRAM SERVICE EXPENSES 219,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,000. ELEVATOR CONTRACTS: PROGRAM SERVICE EXPENSES 102,694. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,694. WORKERS COMPENSATION: PROGRAM SERVICE EXPENSES 60,276. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,276. CHEMICAL TREATMENT : PROGRAM SERVICE EXPENSES 26,130. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,130. AUTO EXPENSES: PROGRAM SERVICE EXPENSES 13,468. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,468. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 12,502. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,502. CLAIMS AND DAMAGES: PROGRAM SERVICE EXPENSES 5,438. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,438. TUFTS UNIVERSITY 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 EDUCATION MA 501(C)(3) LINE 2 N/A 0 TUFTS MEDICAL CENTER INC 800 WASHINGTON ST BOSTON MA 02111 043400617 MEDICAL SERVICES MA 501(C)(3) LINE 3 N/A 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0