CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL Charity Report

Public IRS 990 nonprofit record

CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL

EIN 04-3326928 · Medical Research (H00E)

What they do

THE MISSION of THE CARL J. SHAPIRO INSTITUTE for EDUCATION and RESEARCH AT HARVARD MEDICAL SCHOOL and BETH ISRAEL DEACONESS MEDICAL CENTER ("SHAPIRO INSTITUTE or "INSTITUTE") is to SUPPORT, PROMOTE, and DEVELOP INNOVATIVE PROGRAMS and MODELS for THE DUAL ACTIVITIES of TEACHING and RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE PROVIDES INTELLECTUAL LEADERSHIP, STATE-OF-THE ART FACILITIES and STAFF RESOURCES to SUPPORT THE EDUCATION and TRAINING of MEDICAL STUDENTS, RESIDENTS and FELLOWS. THE INSTITUTE SERVES AS A SUPPORT ORGANIZATION of BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) and THE PRESIDENT and FELLOWS of HARVARD COLLEGE/HARVARD MEDICAL SCHOOL (HMS).

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders19 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

101.67%of revenue went to mission work89.6% of expenses · Program services

$97.37spent for every $100 of revenueRevenue covered expenses this year.

11.85%of revenue went to management and office costs10.4% of expenses

$9.21in assets for every $1 spent this yearSome assets cannot be spent right away.

0.1%of its money came from giftsOther money may come from services or investments.

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Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $135,158 for ROBERTS MD DAVID (TTEE(EXO)&CO-CHAIR (DEAN HARV MED)). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$589,161

Mission workProgram services$598,981101.67% of revenue89.6% of expenses

ManagementOffice and general costs$69,83011.85% of revenue10.4% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$668,811113.52% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 89.6% mission · 10.4% management · 0.0% fundraisingTotal expenses: 113.52% of revenue

2022Expense mix: 82.7% mission · 17.3% management · 0.0% fundraisingTotal expenses: 82.63% of revenue

2021Expense mix: 80.0% mission · 20.0% management · 0.0% fundraisingTotal expenses: 56.77% of revenue

2020Expense mix: 86.3% mission · 13.7% management · 0.0% fundraisingTotal expenses: 52.46% of revenue

2019Expense mix: 88.1% mission · 11.9% management · 0.0% fundraisingTotal expenses: 103.32% of revenue

2018Expense mix: 90.3% mission · 9.7% management · 0.0% fundraisingTotal expenses: 78.27% of revenue

2017Expense mix: 90.5% mission · 9.5% management · 0.0% fundraisingTotal expenses: 75.55% of revenue

2016Expense mix: 89.8% mission · 10.2% management · 0.0% fundraisingTotal expenses: 77.71% of revenue

Money in and money out

Revenue$686,888

Expenses$668,811

Annual surplus $18,077 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$598,981 · 89.6% of expenses

Management and office costs$69,830 · 10.4% of expenses

See all reported dollar amounts

Revenue$686,888

Expenses$668,811

Assets$6,158,854

Income$686,888

Contributions$500

Mission work (program services)$598,981

Grants given$1,397,189

Average grant$199,598

Management and general$69,830

Accounting fees$7,850

Investing fees$31,470

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ROBERTS MD DAVIDTTEE(EXO)&CO-CHAIR (DEAN HARV MED) · 1 hrs/week $135,158Base $16,525 · Other $118,633

CHAIKOF MD PHD ELLIOT LTTEE; SURGERY CHF BIDMC/HMFP CHAIR · 1 hrs/week $117,162Base · Other $117,162

SZABO MD PHD HON GYONGYITTEE; BIDMC/BILH CHIEF ACADEMIC OFF · 1 hrs/week $89,291Base · Other $89,291

ZEIDEL MD MARK LTTEE; MEDICINE CHF BIDMC/CHAIR HMFP · 1 hrs/week $87,340Base · Other $87,340

HUGHES CAROL AOPERATIONS DIRECTOR · 30 hrs/week $85,601Base $40,300 · Other $45,301

HEALY PETERTTEE (EXOFF) & CO-CHAIR (PRES BIDMC) · 1 hrs/week $84,548Base · Other $84,548

STEVENSON MD PHD MARY ANNTTEE; RAD ONC CHF BIDMC/CHAIR HMFP · 1 hrs/week $76,862Base · Other $76,862

SCHWARTZSTEIN MD RICHARD MTTEE & EXEC DIR; VP ED, BIDMC; PHYS · 30 hrs/week $76,595Base $16,875 · Other $59,720

SAFFITZ MD PHD JEFFREY ETTEE; FRMR PATH CHIEF BIDMC/CHR HMFP · 1 hrs/week $75,129Base · Other $75,129

RUTKOVE MD SEWARDTTEE; NEURO CHIEF BIDMC/CHAIR HMFP · 1 hrs/week $63,524Base · Other $63,524

ANASTASIO KELLYCLERK · 1 hrs/week $38,457Base $1,250 · Other $37,207

WANG DIANATREASURER & FINANCIAL ADMINISTRATOR · 1 hrs/week $20,256Base $6,450 · Other $13,806

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (19)

ROBERTS MD DAVIDTTEE(EXO)&CO-CHAIR (DEAN HARV MED)

CHAIKOF MD PHD ELLIOT LTTEE; SURGERY CHF BIDMC/HMFP CHAIR

SZABO MD PHD HON GYONGYITTEE; BIDMC/BILH CHIEF ACADEMIC OFF

ZEIDEL MD MARK LTTEE; MEDICINE CHF BIDMC/CHAIR HMFP

HUGHES CAROL AOPERATIONS DIRECTOR

HEALY PETERTTEE (EXOFF) & CO-CHAIR (PRES BIDMC)

STEVENSON MD PHD MARY ANNTTEE; RAD ONC CHF BIDMC/CHAIR HMFP

SCHWARTZSTEIN MD RICHARD MTTEE & EXEC DIR; VP ED, BIDMC; PHYS

SAFFITZ MD PHD JEFFREY ETTEE; FRMR PATH CHIEF BIDMC/CHR HMFP

RUTKOVE MD SEWARDTTEE; NEURO CHIEF BIDMC/CHAIR HMFP

ANASTASIO KELLYCLERK

WANG DIANATREASURER & FINANCIAL ADMINISTRATOR

MACDOWELL VIRGINIATRUSTEE

RABKIN MD MITCHELL TTTEE (EX-OFF), CO-FNDR & DIST SCHOLR

FISH MD GUY LTRUSTEE

EDELHEIT PHD LEWIS STRUSTEE

DESIMONE THOMASTTEE (EX-OFF); BIDMC BRD CHAIR

DAGI MD TEOTRUSTEE

BRENNER-GATI MD LEONATRUSTEE

About this charity

Recognized since: January 1997
Location: 330 BROOKLINE AVENUE ES 2, BOSTON, MA 02215-5400
County: Suffolk
In care of: RICHARD M SCHWARTZSTEIN MD
Primary officer: RICHARD M SCHWARTZSTEIN MD, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailresearch@bidmc.harvard.edu Phone(617) 667-0608

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: DELOITTE TAX LLP
NTEE classification: Medical Research (H00E)
IRS tax category: Research and Development in the Social Sciences and Humanities
Grant-giving organization: Yes