2025-10-15T11:05:51-05:00 2025-06-30 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990 2024-07-01 043211678 MEYERS PRIMARY CARE INSTITUTE INC MEYE 5087917392 365 PLANTATION STREET 100 WORCESTER MA 01605 JERRY GURWITZ EXECUTIVE DIRECTOR 5087917392 2025-10-15 1 1 ERIN COUTURE P01390592 6177237900 2025-10-15 2024 2025-03-06 01:10:19Z JERRY GURWITZ 365 PLANTATION STREET 100 WORCESTER MA 01605 0 0 X N/A X 1993 MA THE ORGANIZATION IS IN THE DISSOLUTION PROCESS. 12 12 0 0 0 0 0 0 0 0 3137 0 0 0 3137 0 0 0 0 0 0 0 0 0 0 6548 0 6548 0 -3411 0 1483590 1483590 131866 131866 1351724 1351724 THE ORGANIZATION IS IN THE DISSOLUTION PROCESS. 0 0 IN MARCH 2022, THE DECISION WAS MADE TO TRANSITION THE INSTITUTE'S ACTIVITIES AND EMPLOYEES TO UMASS CHAN. AS OF JUNE 25, 2022, EMPLOYEE TRANSITIONS WERE COMPLETED, AND ALL RESEARCH AND EDUCATION ACTIVITIES AT THE INSTITUTE CEASED ON JUNE 30, 2022. AT THE APRIL 2023 BOARD OF DIRECTORS MEETING, THE BOARD OF THE INSTITUTE VOTED TO DISSOLVE THE INSTITUTE. THE DISSOLUTION IS PENDING APPROVAL BY THE STATE ATTORNEY GENERAL. 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 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 X 12 12 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X JERRY GURWITZ 5087917392 365 PLANTATION STREET SUITE 100 WORCESTER MA 01605 X ANGELA BEELER CHAIR/PRESIDENT 1.00 0.00 X X 0 0 0 DAVID BRUMLEY MD MBA VICE CHAIR 1.00 0.00 X X 0 0 0 ROBERT YOOD MD TREASURER 1.00 0.00 X X 0 0 0 THAD SCHILLING MD CLERK 1.00 0.00 X X 0 0 0 CATARINA KIEFE DIRECTOR 1.00 0.00 X 0 0 0 DIANE MCKEE MD MS DIRECTOR 1.00 0.00 X 0 0 0 JANIS LIEPINS DIRECTOR 1.00 0.00 X 0 0 0 LINDA WEINREB MD DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL SHEEHY MD DIRECTOR 1.00 0.00 X 0 0 0 MICHELE PUGNAIRE MD DIRECTOR 1.00 0.00 X 0 0 0 RANDI BERKOWITZ MD DIRECTOR 1.00 0.00 X 0 0 0 ROBERT KOSSACK MD DIRECTOR 1.00 0.00 X 0 0 0 JERRY H GURWITZ MD EXECUTIVE DIRECTOR 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 70000 70000 1413235 1413235 0 0 355 355 0 0 1483590 1483590 131866 131866 131866 131866 X 1351724 1351724 1351724 1351724 1483590 1483590 0 0 X 0 0 0 X 253945 200000 0 0 0 453945 253945 200000 453945 453945 40992 32868 346 3137 77343 19500 20864 40364 571652 3494674 0.79410 0.80190 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CONTRACTED SVCS OTHER INCOME - 2020 AMOUNT: $ 19,500. 2021 AMOUNT: $ 20,864. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. 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 TAX ADVISOR. THE FORM 990 IS THEN REVIEWED BY THE PRESIDENT 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.