2024-05-15T10:59:35-05:00 2023-06-30 366055558 GRANT THORNTON LLP 75 STATE STREET 13TH FLOOR BOSTON MA 02109 990 2022-07-01 043211678 MEYERS PRIMARY CARE INSTITUTE INC MEYE 5087917392 PO BOX 792 STURBRIDGE MA 01566 JERRY GURWITZ EXECUTIVE DIRECTOR 5087917392 2024-05-15 1 JERRY GURWITZ XXX-XX-XXXX 0 ERIN COUTURE P01390592 6178485039 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JERRY GURWITZ 385 GROVE STREET WORCESTER MA 01605 1036 0 X N/A X 1993 MA COMMITTED TO RESEARCH ACROSS THE LIFESPAN CONDUCTING POPULATION-BASED RESEARCH. (SEE SCHEDULE O). TO INFORM POLICY AND PRACTICE, PROMOTING EVIDENCE-BASED CARE TO BENEFIT OUR COMMUNITY, AND BEYOND. 12 12 18 0 0 0 200000 0 1773280 0 32868 346 20864 690 2027012 1036 0 0 0 0 1799789 330492 0 0 0 478541 201091 2278330 531583 -251318 -530547 2363746 1573782 308394 1640 2055352 1572142 X TO PROMOTE PRIMARY CARE PRACTICE THROUGH THE DEVELOPMENT AND IMPLEMENTATION OF INNOVATIVE PROGRAMS IN EDUCATION, RESEARCH, AND CLINICAL PRACTICE. (CONTINUED ON SCHEDULE O)THE MISSION OF THE MEYERS PRIMARY CARE INSTITUTE IS TO PROMOTE PRIMARY CARE PRACTICE THROUGH THE DEVELOPMENT AND IMPLEMENTATION OF INNOVATIVE PROGRAMS IN EDUCATION, RESEARCH, AND CLINICAL PRACTICE. PROGRAMS ARE FOCUSED ON ISSUES OF MANAGED PRIMARY CARE, PARTICULARLY ITS INTERFACE WITH ACADEMIC MEDICINE; THE EDUCATION, RECRUITMENT, AND RETENTION OF PRIMARY CARE PROVIDERS; AND THE INTEGRATION OF THE PRIMARY CARE DISCIPLINES OF FAMILY MEDICINE, GENERAL INTERNAL MEDICINE, GENERAL PEDIATRICS, AND OBSTETRICS/GYNECOLOGY. THE INSTITUTE SERVES AS A MODEL OF COLLABORATIVE INTERACTION BETWEEN A MANAGED CARE SYSTEM, THE FALLON HEALTHCARE SYSTEM, AND AN ACADEMIC MEDICAL CENTER, THE UNIVERSITY OF MASSACHUSETTS MEDICAL CENTER. 0 1 THE ORGANIZATION CEASED OPERATIONS AS OF JUNE 30, 2023 AND IS IN THE PROCESS OF WIND DOWN. EDUCATIONAL PROGRAMS DESIGNED TO PROMOTE MEDICAL RESEARCH STUDIES AS PRESCRIBED BY THE INDIVIDUAL GRANTS RECEIVED. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 1 0 0 18 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X RENEE MOYNAGH 5087917392 PO BOX 792 STURBRIDGE MA 01566 ANGELA BEELER CHAIR/PRESIDENT 1.00 X X 0 0 0 CATARINA KIEFE DIRECTOR 1.00 X 0 0 0 DAVID BRUMLEY MD MBA VICE CHAIR 1.00 X X 0 0 0 DIANE MCKEE MD MS DIRECTOR 1.00 X 0 0 0 JANIS LIEPINS DIRECTOR 1.00 X 0 0 0 LINDA WEINREB MD DIRECTOR 1.00 X 0 0 0 MICHAEL SHEEHY MD DIRECTOR 1.00 X 0 0 0 MICHELE PUGNAIRE MD DIRECTOR 1.00 X 0 0 0 RANDI BERKOWITZ MD DIRECTOR 1.00 X 0 0 0 ROBERT KOSSACK MD DIRECTOR 1.00 X 0 0 0 ROBERT YOOD MD TREASURER 1.00 X X 0 0 0 THAD SCHILLING MD CLERK 1.00 X X 0 0 0 JERRY H GURWITZ MD EXECUTIVE DIRECTOR 40.00 X 326321 0 46476 RENEEE MOYNAGH COMPTROLLER 40.00 X 161935 0 27983 488256 0 74459 2 0 1 0 0 346 346 MISCELLANEOIUS 900099 690 690 690 1036 0 0 1036 171036 171036 107421 107421 3276 3276 40545 40545 8214 8214 79281 79281 15966 15966 3569 3569 17168 17168 80999 80999 323 323 10627 10627 MISC 3822 3822 BANK CHARGE 1940 1940 DUES 500 500 LOSS ON DISSOLUTION -13104 -13104 531583 0 531583 0 991525 63297 1128846 1458653 169814 4500 23882 0 42206 47332 7473 2363746 1573782 308394 1636 0 4 308394 1640 X 2055352 1572142 2055352 1572142 2363746 1573782 -530547 47332 5 0 X 0 0 0 X 252265 253447 253945 200000 0 959657 252265 253447 253945 200000 959657 959657 58840 52517 40992 32868 346 185563 103001 4500 19500 20864 147865 1293085 5131146 0.74210 0.75400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CONTRACTED SVCS OTHER INCOME - 2018 AMOUNT: $ 103,001. 2019 AMOUNT: $ 4,500. 2020 AMOUNT: $ 19,500. 2021 AMOUNT: $ 20,864. 0 FSA PAYABLE 4 4 X PART X, LINE 2: ASC 740 THE INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED (THE "CODE"), AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE INSTITUTE IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 JERRY H GURWITZ MD EXECUTIVE DIRECTOR 326321 0 0 0 0 0 30500 0 15976 0 372797 0 0 0 RENEEE MOYNAGH COMPTROLLER 161935 0 0 0 0 0 10442 0 17541 0 189918 0 0 0 FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED OPERATIONS AS OF JUNE 30, 2023 AND IS IN THE PROCESS OF WIND DOWN. EDUCATIONAL PROGRAMS DESIGNED TO PROMOTE MEDICAL RESEARCH STUDIES AS PRESCRIBED BY THE INDIVIDUAL GRANTS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS MEYERS PRIMARY CARE INSTITUTE ("MPCI") HAS THREE MEMBERS. EACH MEMBER IS ENTITLED TO ASSIGN FOUR DIRECTORS TO THE GOVERNING BODY. MEMBERS APPROVE THE CHAIRMAN OF THE BOARD. DIRECTORS HAVE APPROVAL RIGHTS FOR ALL OTHER DECISIONS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS MEYERS PRIMARY CARE INSTITUTE ("MPCI") HAS THREE MEMBERS. EACH MEMBER IS ENTITLED TO ASSIGN FOUR DIRECTORS TO THE GOVERNING BODY. MEMBERS APPROVE THE CHAIRMAN OF THE BOARD. DIRECTORS HAVE APPROVAL RIGHTS FOR ALL OTHER DECISIONS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MEYERS PRIMARY CARE INSTITUTE ("MPCI") HAS THREE MEMBERS. EACH MEMBER IS ENTITLED TO ASSIGN FOUR DIRECTORS TO THE GOVERNING BODY. MEMBERS APPROVE THE CHAIRMAN OF THE BOARD. DIRECTORS HAVE APPROVAL RIGHTS FOR ALL OTHER DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 WITH INFORMATION PROVIDED BY MANAGEMENT, THE FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM. THE FORM 990 IS THEN REVIEWED BY INTERNAL MANAGEMENT. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FORM BEING FILED WITH THE IRS. THE FINAL RETURN IS SIGNED BY THE ORGANIZATION AND THE PAID PREPARER. FORM 990, PART VI, SECTION B, LINE 12C POLICIES AND PROCEDURES ALL OFFICERS AND DIRECTORS ASSUME RESPONSIBILITY FOR CONSIDERING POSSIBLE CONFLICTS OF INTEREST THAT ARISE DURING SERVICE WITH MPCI. TO HELP OFFICERS AND DIRECTORS IDENTIFY POSSIBLE CONFLICTS OF INTEREST, MPCI HAS DEVELOPED A DISCLOSURE FORM THAT MUST BE COMPLETED AND UPDATED AT LEAST ANNUALLY DURING THE COURSE OF THEIR SERVICE. OFFICERS AND DIRECTORS MUST ALSO DISCLOSE ANY CONFLICT OF INTEREST AS SOON AS THEY BECOME AWARE OF ANY CONFLICT. THE CHAIR OF THE BOARD AND EXECUTIVE DIRECTOR OF MPCI WILL REVIEW THE DISCLOSURES AND INVESTIGATE ANY REPORTED CONFLICTS OF INTEREST IN THE STRICTEST CONFIDENCE AND FAIRLY. THE CHAIR AND THE EXECUTIVE DIRECTOR CONSIDER THE BEST INTERESTS OF MPCI AND THE NATURE OF THE CONFLICT. THEY EVALUATE THE CIRCUMSTANCES OF THE ISSUE OR TRANSACTION TO ENSURE THAT IT IS REASONABLE AND THAT THEY HAVE CONSIDERED ANY POTENTIAL IMPLICATIONS OF ENTERING INTO A TRANSACTION OR DECIDING AN ISSUE WHERE A CONFLICT EXISTS. THE CHAIR AND THE EXECUTIVE DIRECTOR MAY CONSIDER WHETHER ADVICE FROM LEGAL COUNSEL OR OTHER INDEPENDENT ADVISORS IS NECESSARY IN PARTICULAR INSTANCES. THE CHAIR AND THE EXECUTIVE DIRECTOR WILL DELIBERATE ON THE REPORTED CONFLICT AND MAKE ONE OF TWO DETERMINATIONS: THAT NO MATERIAL CONFLICT OF INTEREST EXISTS AND NO ACTION IS NECESSARY OR THAT A MATERIAL CONFLICT OF INTEREST DOES EXIST AND DETERMINE HOW TO ADDRESS THE IDENTIFIED CONFLICT. THESE FINDINGS WILL BE COMMUNICATED TO THE BOARD OF DIRECTORS AND THE BOARD MEETING MINUTES SHALL REFLECT THE NATURE OF THE CONFLICT AND THE CHAIR AND EXECUTIVE DIRECTOR'S DETERMINATION WITH RESPECT TO THE SPECIFIC PROCEDURES THE MEMBER WILL FOLLOW REGARDING THE ISSUE OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A DETERMINING COMPENSATION THE EXECUTIVE DIRECTOR IS SUBJECT TO AN ANNUAL PERFORMANCE REVIEW CONDUCTED BY THE BOARD OF DIRECTORS, AS MANDATED BY TERMS OF HIS EMPLOYMENT CONTRACT. THE REVIEW UTILIZES COMPENSATION DATA OF COMPARABLE ORGANIZATIONS TO DETERMINE COMPENSATION OF THE EXECUTIVE DIRECTOR FOR THE FOLLOWING FISCAL YEAR. COMPENSATION IS PRESENTED TO THE BOARD OF DIRECTORS (IN THE ABSENCE OF THE EXECUTIVE DIRECTOR) AT THE ANNUAL BOARD MEETING IN JUNE. AT THIS MEETING, VOTING BOARD MEMBERS APPROVE EXECUTIVE COMPENSATION. THE ENTIRE PROCESS IS DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION.