2026-08-05T10:05:16-05:00 2025-09-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-10-01 237000827 TUFTS SHARED SERVICES INC TUFT 6176365402 171 HARRISON AVENUE BOX 821 BOSTON MA 02111 JAMES FOLEY EXECUTIVE DIRECTOR 6176365402 2026-08-03 1 1 BRENDA L BOOTH P01342395 6178075000 2026-08-03 2024 2025-03-06 01:10:19Z JAMES FOLEY 171 HARRISON AVENUE BOX 821 BOSTON MA 02111 42944937 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 2 77 0 12637 1340 0 0 33704186 33544249 290079 542555 167010 200097 34161275 34286901 0 0 0 0 7309524 7339575 0 0 0 24334070 24644112 31643594 31983687 2517681 2303214 36878980 38038709 7023745 5849868 29855235 32188841 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 15721622 17397395 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. 12924943 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 1640519 1928039 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. 30287084 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 24 0 1 77 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 2 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 ZACHARY REDMOND BOARD MEMBER 1.00 0.00 X 0 0 0 BARBARA STEIN BOARD MEMBER 1.00 40.00 X 0 378090 77535 PHIL OKALA BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES HURLEY BOARD MEMBER 1.00 40.00 X 0 520958 53930 KEVIN BENNETT BOARD MEMBER 1.00 40.00 X 0 267015 20464 AKIYO FUJI BOARD MEMBER 1.00 40.00 X 0 300618 37103 JAMES FOLEY EXECUTIVE DIRECTOR 40.00 0.00 X 248080 0 33354 MARIA PISA CONTROLLER 40.00 0.00 X 207868 0 0 WILLIAM HUNT USC CHIEF ENGINEER 40.00 0.00 X 182689 0 13458 EDWARD DULLEA USC LEAD MECHANIC 40.00 0.00 X 147824 0 31507 PAUL DIFRAIA PLANT OPERATOR 40.00 0.00 X 163922 0 15177 ERICH SCHICKLE DIRECTOR OF ENGINEERING & PLANT OPS 40.00 0.00 X 119435 0 12533 MICHAEL KIRSCH SUPERVISOR OF PLANT OPERATIONS MECHS 40.00 0.00 X 136377 0 32238 DIANE RICHARDSON FORMER BOARD MEMBER 0.00 40.00 X 0 1100883 123988 ASSAD SIDDIQI FORMER BOARD MEMBER 1.00 40.00 X 0 233414 68981 MARK GONTHIER FORMER BOARD MEMBER 0.00 40.00 X 0 327648 33862 1206195 3128626 554130 16 1 1 0 ACME WATERPROOFING CO INC 21 NIGHTINGALE AVENUE QUINCY MA 02169 GARAGE CONSTRUCTION/REPAIRS 1356125 BILL'S TAXI SERVICE INC 1001 BEDFORD STREET BRIDGEWATER MA 02324 SHUTTLE SERVICES 1184742 DE LAGE LANDEN FINANCIAL SV 49 WALPOLE STREET NORWOOD MA 02062 FINANCIAL SERVICES 680721 ULTIMATE PARKING LLC 68 TREMONT STREET BOSTON MA 02108 PARKING VALET SERVICE 308975 JOHNSON CONTROLS INC DISTRICT 108 95 SHAWMUT ROAD CANTON MA 02021 MONITORING SYSTEM 257327 21 INSTITUTIONAL USE 561499 17397395 17397395 RENTAL AND PARKING FACILITIES 561499 14206178 14206178 OUTSIDE USERS & AFFILIATES 561499 1940676 1928039 12637 33544249 542555 542555 8658036 8658036 0 ABATEMENTS & RECOVERIES 561499 200097 200097 200097 34286901 19325434 12637 14948830 X 489302 489302 5530153 5212931 317222 563883 548712 15171 756237 656448 99789 50198 50198 70580 70580 13368 13368 999482 999482 34872 34872 619370 619370 125606 125606 2334788 2334788 412661 412661 UTILITIES 12201222 12192280 8942 EQUIPMENT RENTAL/MAINT. 1321225 1321225 SUPPORT SERVICES 1314906 562097 752809 LEASE EQUIPMENT 1312196 1312196 3833638 3833638 31983687 30287084 1696603 0 231645 212260 6340272 5125165 29340 73598 42298 40824 528064 500307 52665211 41179145 11314373 11486066 12433975 13980187 5959013 6620302 36878980 38038709 4242498 3632773 2781247 2217095 7023745 5849868 X 29855235 32188841 29855235 32188841 36878980 38038709 2303214 30392 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 40064157 35271125 4793032 4973929 3236683 1737246 3553132 2671337 881795 981380 981380 11486066 DUE FROM AFFILIATES 4528616 RIGHT OF USE OF ASSET-OPERATING LEASES 945363 RIGHT OF USE OF ASSET-FINANCING LEASES 1146323 6620302 OPERATING LEASE OBLIGATIONS 997294 FINANCING LEASE OBLIGATIONS 1219801 2217095 X 34303925 30392 30392 34273533 13368 13368 34286901 31970319 0 31970319 13368 13368 31983687 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 DIANE RICHARDSON FORMER BOARD MEMBER 0 191997 0 0 0 908886 0 118289 0 5699 0 1224871 0 377037 JAMES HURLEY BOARD MEMBER 0 491176 0 0 0 29782 0 43320 0 10610 0 574888 0 0 BARBARA STEIN BOARD MEMBER 0 371204 0 0 0 6886 0 43320 0 34215 0 455625 0 0 MARK GONTHIER FORMER BOARD MEMBER 0 201594 0 0 0 126054 0 25126 0 8736 0 361510 0 0 AKIYO FUJI BOARD MEMBER 0 298642 0 0 0 1976 0 36435 0 668 0 337721 0 0 ASSAD SIDDIQI FORMER BOARD MEMBER 0 233183 0 0 0 231 0 62379 0 6602 0 302395 0 0 KEVIN BENNETT BOARD MEMBER 0 258452 0 7456 0 1107 0 7867 0 12597 0 287479 0 0 JAMES FOLEY EXECUTIVE DIRECTOR 246625 0 0 0 1455 0 7448 0 25906 0 281434 0 0 0 MARIA PISA CONTROLLER 207088 0 0 0 780 0 0 0 0 0 207868 0 0 0 WILLIAM HUNT USC CHIEF ENGINEER 181610 0 0 0 1079 0 2848 0 10610 0 196147 0 0 0 EDWARD DULLEA USC LEAD MECHANIC 147660 0 0 0 164 0 0 0 31507 0 179331 0 0 0 PAUL DIFRAIA PLANT OPERATOR 163618 0 0 0 304 0 4160 0 11017 0 179099 0 0 0 MICHAEL KIRSCH SUPERVISOR OF PLANT OPERATIONS MECHS 136351 0 0 0 26 0 731 0 31507 0 168615 0 0 0 PART I, LINES 4A-B DIANE RICHARDSON RECEIVED SEVERANCE IN THE AMOUNT OF $528,329 DURING CALENDAR YEAR 2024. SECTION 457(F) RETIREMENT PLAN EMPLOYER DEFERRALS: DIANE RICHARDSON - $112,372 ASSAD SIDDIQI - $56,259 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 1,175,733. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,175,733. T-PASS SUBSIDY: PROGRAM SERVICE EXPENSES 1,003,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,003,960. PRINTING/COPYING: PROGRAM SERVICE EXPENSES 461,266. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 461,266. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 377,666. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 377,666. VALET: PROGRAM SERVICE EXPENSES 354,246. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 354,246. SNOW REMOVAL: PROGRAM SERVICE EXPENSES 195,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 195,320. ELEVATOR CONTRACTS: PROGRAM SERVICE EXPENSES 138,903. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 138,903. CHEMICAL TREATMENT: PROGRAM SERVICE EXPENSES 51,752. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,752. WORKERS COMPENSATION: PROGRAM SERVICE EXPENSES 43,436. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,436. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 16,731. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,731. AUTO EXPENSES: PROGRAM SERVICE EXPENSES 14,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,625. 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