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Nonprofiteer
← LONGWOOD MEDICAL ENERGY COLLABORATIVE INC

Form 990 for tax year 2022

Filed by LONGWOOD MEDICAL ENERGY COLLABORATIVE INC.

Totals

Total revenue
$2,312,143
Total expenses
$2,312,143
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,312,143
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,836,182
Total liabilities, end of year
$1,836,182
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$2,254,551
Management and general expenses
$57,592
Fundraising expenses
$0
Program service expenses (Part III)
$2,254,551

Program services were 97.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Support from Members

    total $2,312,143 · related or exempt $2,312,143

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $422,384 · program services $422,384

  • 7 · Other salaries and wages

    total $6,944 · program services $6,944

  • 11a · Fees: management

    total $63,358 · program services $63,358

  • 11b · Fees: legal

    total $1,391,116 · program services $1,391,116

  • 11c · Fees: accounting

    total $49,342 · management and general $49,342

  • 11g · Fees: other

    total $368,867 · program services $368,867

  • 13 · Office expenses

    total $1,882 · program services $1,882

  • 23 · Insurance

    total $8,250 · management and general $8,250

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,728,028 · end of year $1,836,182

  • 4 · Accounts receivable

    beginning of year $210,804 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,945 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $87,204 · end of year $496,955

  • 19 · Deferred revenue

    beginning of year $1,744,856 · end of year $1,225,209

  • 25 · Other liabilities

    beginning of year $109,717 · end of year $114,018

Listed in Part VII

  • Jarrod Dore

    Director (start Apr 23)

    Total calculated
    $194,112
    From this org
    $0
    From related orgs
    $186,253
    Other
    $7,859
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,034 related
    Bonus
    $0 + $400 related
    Other
    $0 + $3,819 related
    Deferred
    $0 + $4,447 related
    Nontaxable benefits
    $0 + $3,412 related
    Filer's total
    $0 + $194,112 related

  • David Flanagan

    Director (end Dec 22)

    Total calculated
    $331,529
    From this org
    $0
    From related orgs
    $303,859
    Other
    $27,670
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,277 related
    Bonus
    $0
    Other
    $0 + $17,582 related
    Deferred
    $0 + $6,172 related
    Nontaxable benefits
    $0 + $21,498 related
    Filer's total
    $0 + $331,529 related

  • Sonal Gandhi

    Director

    Total calculated
    $376,607
    From this org
    $0
    From related orgs
    $351,227
    Other
    $25,380
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,455 related
    Bonus
    $0 + $24,664 related
    Other
    $0 + $72,108 related
    Deferred
    $0 + $9,914 related
    Nontaxable benefits
    $0 + $15,466 related
    Filer's total
    $0 + $376,607 related

  • Douglas C Garron

    Director

    Total calculated
    $382,430
    From this org
    $0
    From related orgs
    $314,551
    Other
    $67,879
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,666 related
    Bonus
    $0 + $4,000 related
    Other
    $0 + $885 related
    Deferred
    $0 + $38,850 related
    Nontaxable benefits
    $0 + $29,029 related
    Filer's total
    $0 + $382,430 related

  • Bernard Jones

    Director

    Total calculated
    $439,708
    From this org
    $0
    From related orgs
    $383,615
    Other
    $56,093
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,679 related
    Bonus
    $0 + $29,817 related
    Other
    $0 + $17,119 related
    Deferred
    $0 + $21,350 related
    Nontaxable benefits
    $0 + $34,743 related
    Filer's total
    $0 + $439,708 related

  • Jamie Katz

    Director

    Total calculated
    $0
    Hours/week
    1 + 50 related

  • Vito La Francesca

    Director

    Total calculated
    $216,271
    From this org
    $0
    From related orgs
    $165,488
    Other
    $50,783
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,963 related
    Bonus
    $0 + $140 related
    Other
    $0 + $385 related
    Deferred
    $0 + $12,785 related
    Nontaxable benefits
    $0 + $37,998 related
    Filer's total
    $0 + $216,271 related

  • Christine Lau

    Alternate Director (start Jan 23)

    Total calculated
    $187,876
    From this org
    $0
    From related orgs
    $185,319
    Other
    $2,557
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,100 related
    Bonus
    $0
    Other
    $0 + $219 related
    Deferred
    $0 + $1,684 related
    Nontaxable benefits
    $0 + $873 related
    Filer's total
    $0 + $187,876 related

  • Mark Lukitsch

    Director

    Total calculated
    $165,760
    From this org
    $0
    From related orgs
    $140,855
    Other
    $24,905
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,054 related
    Bonus
    $0 + $300 related
    Other
    $0 + $501 related
    Deferred
    $0 + $3,485 related
    Nontaxable benefits
    $0 + $21,420 related
    Filer's total
    $0 + $165,760 related

  • Steve Maiorisi

    Director

    Total calculated
    $459,435
    From this org
    $0
    From related orgs
    $393,061
    Other
    $66,374
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,543 related
    Bonus
    $0 + $41,341 related
    Other
    $0 + $21,177 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $27,974 related
    Filer's total
    $0 + $459,435 related

  • Mary Kaitlin O'Connor

    Alternate Director

    Total calculated
    $273,932
    From this org
    $0
    From related orgs
    $252,211
    Other
    $21,721
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,018 related
    Bonus
    $0 + $11,923 related
    Other
    $0 + $1,270 related
    Deferred
    $0 + $20,172 related
    Nontaxable benefits
    $0 + $1,549 related
    Filer's total
    $0 + $273,932 related

  • George Player

    Alternate Director

    Total calculated
    $429,352
    From this org
    $0
    From related orgs
    $362,920
    Other
    $66,432
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,823 related
    Bonus
    $0 + $27,783 related
    Other
    $0 + $44,314 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $32,882 related
    Filer's total
    $0 + $429,352 related

  • Alyssa Ring

    Director (start Nov 22/end Feb 23)

    Total calculated
    $0
    Hours/week
    1 + 50 related

  • Malisa Schuyler

    Director (start Apr 23)

    Total calculated
    $0
    Hours/week
    1 + 50 related

  • Wendy Gettleman

    Co-Chair/Director

    Total calculated
    $455,549
    From this org
    $0
    From related orgs
    $374,794
    Other
    $80,755
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,095 related
    Bonus
    $0 + $32,243 related
    Other
    $0 + $2,456 related
    Deferred
    $0 + $42,751 related
    Nontaxable benefits
    $0 + $38,004 related
    Filer's total
    $0 + $455,549 related

  • Lisa Hogarty

    Co-Chair & Treasurer/Director

    Total calculated
    $818,446
    From this org
    $0
    From related orgs
    $769,371
    Other
    $49,075
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,758 related
    Bonus
    $0 + $176,920 related
    Other
    $0 + $90,693 related
    Deferred
    $0 + $21,350 related
    Nontaxable benefits
    $0 + $27,725 related
    Filer's total
    $0 + $818,446 related

  • Michele Garvin

    Clerk/Director

    Total calculated
    $1,743,872
    From this org
    $0
    From related orgs
    $1,698,464
    Other
    $45,408
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $770,048 related
    Bonus
    $0 + $771,250 related
    Other
    $0 + $157,166 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $21,008 related
    Filer's total
    $0 + $1,743,872 related

  • Gretchen E May

    President & Executive Director

    Total calculated
    $357,232
    From this org
    $0
    From related orgs
    $318,620
    Other
    $38,612
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,571 related
    Bonus
    $0
    Other
    $0 + $21,049 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $212 related
    Filer's total
    $0 + $357,232 related

  • Walter Armstrong

    Former Co-Chair/Dir. (Ret. Feb 22)

    Total calculated
    $231,977
    From this org
    $0
    From related orgs
    $230,639
    Other
    $1,338
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $51,437 related
    Bonus
    $0
    Other
    $0 + $179,202 related
    Deferred
    $0 + $1,237 related
    Nontaxable benefits
    $0 + $101 related
    Filer's total
    $0 + $231,977 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
During the filing period, Gretchen May was paid by President and Fellows of Harvard College (Harvard) and served as the Longwood Medical Energy Collaborative, Inc. (LMEC) President and Executive Director during the year. Ms. May commenced that role on October 1, 2017, having previously served as a Project Development Director of LMEC since July 2011. At that time, the Executive Committee of LMEC had oversight for LMEC compensation matters. The Executive Committee reviewed and discussed the proposed compensation terms for the position and approved the compensation arrangements for the President and Executive Director. The Executive Committee then recommended the compensation arrangement to the Board of Directors for approval. The Executive Committee and Board of Director deliberations were documented in minutes, and the Board of Directors on behalf of the LMEC Member Organizations also ratified, approved, and confirmed the hiring and compensation of the Executive Director. Since that time, LMEC no longer has an Executive Committee. The process for reviewing and determining Ms. May's compensation is conducted by the Board of Directors as a whole.
Part I, Line 4b
Various individuals included in Form 990, Part VII, participate in or receive payment from a supplemental non-qualified plan sponsored by related organizations. Each individual's participation in those plans arise in their capacity as employees or officers of those related organizations and are not compensation for services rendered to LMEC. Only the individuals mentioned below participated in or received compensation from non-qualified plans. Descriptions of the related-party non-qualified plans are as follows: The Children's Hospital Corporation made contributions to the supplemental non-qualified retirement plan for the individual listed below. Contribution amounts are generally based on a percentage of compensation. Participants of the supplemental executive retirement plan are fully vested. All payments with respect to a participant's separation from service will be made in a single sum following the separation from service unless participant has elected to receive the accrued interest portion of his or her account in three annual installments. Michele Garvin, received in 2022, a contribution of $120,044 Lisa Hogarty, received in 2022, a contribution of $59,370 Beth Israel Lahey Health (BILH) and its affiliates maintain certain supplemental non-qualified retirement plans. During the period covered by this filing, one or more individuals listed below, may have participated in one or more of the following plans, which under the definition to this Form 990 are supplemental nonqualified plans: Beth Israel Deaconess Medical Center Executive Retirement Program and Beth Israel Lahey Health, Inc. Supplemental Executive Retirement Plan. In addition, during the period covered by this filing, one or more individuals listed below may have participated in one or more of these additional IRC 457(b) plans and benefits from participating in one of these plans is also reported in this Form 990: Beth Israel Deaconess Medical Center 457(b) Plan, Beth Israel Lahey Health, Inc. 457(b) Deferred Compensation plan and Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. 457(b) Deferred Compensation Plan. These plans are non-qualified deferred compensation plans and pursuant to the plans, eligible employees receive certain retirement benefits. Amounts received by participants, deferred by participants and the change in value of the plan benefits related to these participants' accounts are included in Form 990 Schedule J, Part II, Column B(iii), Other Reportable Compensation and/or Form 990, Schedule J, Part II, Column C, Deferred Compensation in accordance with the instructions to this Form 990. Additional information is included with the Explanatory Notes below. Walter Armstrong received, during 2022, a distribution from his non-qualified plan of $159,311

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202412289349301131

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