2025-08-12T11:22:41-05:00 2024-09-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2023-10-01 237000827 TUFTS SHARED SERVICES INC TUFT 6176365402 171 HARRISON AVENUE BOX 821 BOSTON MA 02111 JAMES FOLEY EXECUTIVE DIRECTOR 6176365402 2025-08-08 1 1 BRENDA L BOOTH P01342395 6178075000 2025-08-08 2023 2025-03-06 01:10:19Z JAMES FOLEY 171 HARRISON AVENUE BOX 821 BOSTON MA 02111 34171438 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 8818 265 0 0 35303982 33704186 298867 290079 218697 167010 35821546 34161275 2000000 0 0 0 7193333 7309524 0 0 0 25373376 24334070 34566709 31643594 1254837 2517681 33997822 36878980 6832464 7023745 27165358 29855235 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 15147444 16787168 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. 12976493 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 1811773 2040596 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. 29935710 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 0 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 DIANA RICHARDSON BOARD MEMBER (UNTIL 3/2024) 1.00 40.00 X 0 888036 118026 ZACHARY REDMOND SECRETARY 1.00 40.00 X 0 599263 70149 ASSAD SIDDIQI BOARD MEMBER (UNTIL 7/2024) 1.00 40.00 X 0 439812 59289 BARBARA STEIN BOARD MEMBER 1.00 40.00 X 0 366976 71467 PHIL OKALA BOARD MEMBER 1.00 40.00 X 0 1121244 16258 JAMES HURLEY BOARD MEMBER 1.00 40.00 X 0 497027 52922 KEVIN BENNETT BOARD MEMBER 1.00 40.00 X 0 0 0 AKIYO FUJI BOARD MEMBER 1.00 40.00 X 0 287626 35297 JAMES FOLEY EXECUTIVE DIRECTOR 40.00 0.00 X 259695 0 27185 MARIA PISA CONTROLLER 40.00 0.00 X 201227 0 0 EDWARD DULLEA USC LEAD MECHANIC 40.00 0.00 X 134011 0 36875 WILLIAM HUNT USC CHIEF ENGINEER 40.00 0.00 X 178569 0 14349 STEVEN SANKUS USC LEAD MECHANIC 40.00 0.00 X 127530 0 13514 MAHENDRA JAGLALL USC MECHANIC I 40.00 0.00 X 128270 0 3803 ENZO TAMBURELLO LEAD PLUMBER 40.00 0.00 X 152244 0 37464 JEFFREY A WEINSTEIN FORMER BOARD MEMBER/CHAIR 1.00 49.00 X 0 601188 0 MARK GONTHIER FORMER BOARD MEMBER 0.00 40.00 X 0 254313 37117 1181546 5055485 593715 15 1 1 0 A&A METRO TRANSPORTATION 1001 BEDFORD STREET BRIDGEWATER MA 02324 SHUTTLE SERVICES 1167954 ACME WATERPROOFING COMPANY 21 NIGHTINGALE AVENUE QUINCY MA 02169 GARAGE CONSTRUCTION/REPAIRS 1027705 TOSHIBA BUSINESS SOLUTIONSDELAGE FINANC PO BOX 927 BUFFALO NY 14240 LEASE OF PRINT/COPY EQUIPMENT 629862 EMCOR PO BOX 845286 BOSTON MA 022845286 USC MECAHNICAL/REPAIRS 485696 JOHNSON CONTROLS DISTRICT 108 95 SHAWMUT ROAD CANTON MA 02021 MONITORING SYSTEM 296572 8 INSTITUTIONAL USE 561499 16787168 16787168 RENTAL AND PARKING FACILITIES 561499 14867604 14867604 OUTSIDE USERS & AFFILIATES 561499 2049414 2040596 8818 33704186 288092 288092 12150 10163 1987 1987 1987 ABATEMENTS & RECOVERIES 561499 167010 167010 167010 34161275 18827764 8818 15324693 X 481854 481854 5469055 5240212 228843 576703 529420 47283 781912 682263 99649 152083 152083 104209 104209 1065437 1065437 23501 23501 719488 719488 119570 119570 2251529 2251529 402049 402049 UTILITIES 11330532 11321392 9140 EQUIPMENT RENTAL/MAINT. 1468650 1468650 SUPPORT SERVICES 1401859 560744 841115 LEASE EQUIPMENT 1392582 1392582 3902581 3902581 31643594 29935710 1707884 0 223874 231645 9568520 6340272 103714 29340 45523 42298 449517 528064 50725764 39411391 10614050 11314373 7483850 12433975 5508774 5959013 33997822 36878980 3286529 4242498 3545935 2781247 6832464 7023745 X 27165358 29855235 27165358 29855235 33997822 36878980 2517681 172196 0 X 0 1 X 1 0 X X 2 TUFTS UNIVERSITY 042103634 2 1 0 0 TUFTS MEDICAL CENTER INC 043400617 3 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 3092613 3092613 39159565 34085745 5073820 3783537 2872888 910649 2903176 2452758 450418 1786873 1786873 11314373 DUE FROM AFFILIATES 3270597 RIGHT OF USE OF ASSET-OPERATING LEASES 1471491 RIGHT OF USE OF ASSET-FINANCING LEASES 1216925 5959013 OPERATING LEASE OBLIGATIONS 1498259 FINANCING LEASE OBLIGATIONS 1282988 2781247 X 34333471 172196 172196 34161275 0 34161275 31643594 0 31643594 0 31643594 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. X X 1 1 0 0 0 0 0 0 0 PHIL OKALA BOARD MEMBER 0 514551 0 600000 0 6693 0 5018 0 11240 0 1137502 0 0 DIANA RICHARDSON BOARD MEMBER (UNTIL 3/2024) 0 693514 0 165372 0 29150 0 103704 0 14322 0 1006062 0 16203 ZACHARY REDMOND SECRETARY 0 458977 0 88250 0 52036 0 46240 0 23909 0 669412 0 41693 JEFFREY A WEINSTEIN FORMER BOARD MEMBER/CHAIR 0 32364 0 0 0 568824 0 0 0 0 0 601188 0 73524 JAMES HURLEY BOARD MEMBER 0 468058 0 0 0 28969 0 41490 0 11432 0 549949 0 0 ASSAD SIDDIQI BOARD MEMBER (UNTIL 7/2024) 0 398632 0 40800 0 380 0 8611 0 0 0 448423 0 0 BARBARA STEIN BOARD MEMBER 0 360881 0 0 0 6095 0 41490 0 29977 0 438443 0 0 AKIYO FUJI BOARD MEMBER 0 285754 0 0 0 1872 0 34885 0 412 0 322923 0 0 MARK GONTHIER FORMER BOARD MEMBER 0 95754 0 0 0 158559 0 29775 0 7342 0 291430 0 0 JAMES FOLEY EXECUTIVE DIRECTOR 258297 0 0 0 1398 0 7417 0 19768 0 286880 0 0 0 MARIA PISA CONTROLLER 200845 0 0 0 382 0 0 0 0 0 201227 0 0 0 WILLIAM HUNT USC CHIEF ENGINEER 177552 0 0 0 1017 0 4697 0 9652 0 192918 0 0 0 ENZO TAMBURELLO LEAD PLUMBER 152003 0 0 0 241 0 0 0 37464 0 189708 0 0 0 EDWARD DULLEA USC LEAD MECHANIC 133857 0 0 0 154 0 0 0 36875 0 170886 0 0 0 PART I, LINES 4A-B JEFFREY WEINSTEIN RECEIVED SEVERANCE IN THE AMOUNT OF $495,300 DURING CALENDAR YEAR 2023. MARK GONTHIER RECEIVED SEVERANCE IN THE AMOUNT OF $100,177 DURING CALENDAR YEAR 2023. SECTION 457(F) RETIREMENT PLAN EMPLOYER DEFERRALS: DIANA RICHARDSON - $88,247 ASSAD SIDDIQI - $52,365 ZACHARY REDMOND - $39,447 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 1,143,360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,143,360. T-PASS SUBSIDY: PROGRAM SERVICE EXPENSES 1,015,373. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,015,373. PRINTING/COPYING: PROGRAM SERVICE EXPENSES 544,505. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 544,505. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 417,461. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 417,461. VALET: PROGRAM SERVICE EXPENSES 333,074. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 333,074. SNOW REMOVAL: PROGRAM SERVICE EXPENSES 195,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 195,000. ELEVATOR CONTRACTS: PROGRAM SERVICE EXPENSES 131,666. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 131,666. WORKERS COMPENSATION: PROGRAM SERVICE EXPENSES 55,484. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,484. CHEMICAL TREATMENT: PROGRAM SERVICE EXPENSES 25,373. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,373. AUTO EXPENSES: PROGRAM SERVICE EXPENSES 21,333. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,333. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 17,271. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,271. CLAIMS AND DAMAGES: PROGRAM SERVICE EXPENSES 2,681. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,681. 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 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0