2025-07-09T14:50:14-05:00 2024-08-31 042513210 GERALD T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2023-09-01 043291770 LOWN INSTITUTE INC LOWN 6179929322 163 HIGHLAND AVE NEEDHAM MA 02494 VIKAS SAINI MD PRESIDENT 6179929362 2025-07-09 1 0 KEVIN BONNETT CPA P01384136 6176968900 2025-07-09 2023 2025-03-06 01:10:19Z VIKAS SAINI MD 163 HIGHLAND AVE NEEDHAM MA 02494 2035557 0 X LOWNINSTITUTE.ORG X 1973 MA THE LOWN INSTITUTE IS AN INDEPENDENT THINK TANK WORKING TO CREATE A JUST AND CARING HEALTHCARE SYSTEM THROUGH DATA ANALYSIS, POLICY RESEARCH, AND EXPERT CONVENINGS. 9 8 15 200 0 0 202550 1725694 239728 169313 125193 140550 0 0 567471 2035557 25000 25000 0 0 1712090 2039254 0 0 107754 424172 513774 2161262 2578028 -1593791 -542471 5453158 4714073 996392 316732 4456766 4397341 THE LOWN INSTITUTE IS AN INDEPENDENT THINK TANK WORKING TO CREATE A JUST AND CARING HEALTHCARE SYSTEM THROUGH DATA ANALYSIS, POLICY RESEARCH, AND EXPERT CONVENINGS. 0 0 2019858 25000 169313 PUBLISH AN ANNUAL RANKING OF U.S. HOSPITAL AND HOSPITAL SYSTEM SOCIAL RESPONSIBILTY THAT INCLUDES OVER 50 INDIVIDUAL METRICS. CONDUCT AND DISSEMINATE RESEARCH INTO THE FEDERAL, STATE AND LOCAL TAX BENEFITS OF NONPROFIT HOSPITALS COMPARED TO HOSPITALS SPENDING ON MEANINGFUL COMMUNITY INVESTMENT. COLLECT AND SHARE DATA RELATED TO HOSPITAL FINANCIAL ASSISTANCE POLICIES AND BILLING AND COLLECTION PRACTICES. 2019858 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA X JOHN TALBOT MBA JD 6179929362 163 HIGHLAND AVE NEEDHAM MA 02494 VIKAS SAINI MD PRESIDENT 40.00 X X 326457 0 27925 DANIEL KERN TREASURER 1.00 X X 0 0 0 MICHAEL FINE MD DIRECTOR 1.00 X 0 0 0 DAVID BOR MD DIRECTOR 1.00 X 0 0 0 JAMES JOSLIN DIRECTOR 1.00 X 0 0 0 ARETHA DELIGHT DAVIS JD MD DIRECTOR 1.00 X 0 0 0 PATRICIA GABOW MD CHAIRPERSON 1.00 X 0 0 0 J C KRYDER DIRECTOR 1.00 X 0 0 0 SELWYN ROGERS JR MD MPH DIRECTOR 1.00 X 0 0 0 AARON TOLEOS VICE PRESIDENT OF COMMUNIC 40.00 X 161000 0 6440 VALERIE GOPINATH SENIOR DIRECTOR DATA SCIENTIST 40.00 X 187425 0 8023 KELSEY CHAMBERS DIRECTOR OF RESEARCH, DATA SCIENCE 40.00 X 140423 0 12954 CARISSA FU CHIEF OF STAFF 40.00 X 123908 0 0 PAULA SMITH MANAGER, DATA SCIENCE 40.00 X 102015 0 11503 1041228 0 66845 7 0 1 0 0 1725694 1725694 RESEARCH 541700 169313 169313 169313 140550 140550 2035557 169313 0 140550 25000 25000 354382 280815 56342 17225 1425905 1129899 226698 69308 135737 107559 21580 6598 123230 97648 19592 5990 8598 8598 27780 27780 62276 61563 713 9937 9937 11923 5441 6457 25 30731 25457 5259 15 5424 5424 12288 12288 24346 24346 DATA SERVICES 122009 122009 0 0 RESEARCH 86101 85833 268 0 WEBSITE 45365 33712 6642 5011 RENTAL EXPENSE 40616 1740 38876 0 26380 6935 16576 2869 2578028 2019858 450416 107754 774503 316330 15239 15247 701 124969 86230 34800 76679 50522 58032 58032 0 0 4430535 4094591 54603 54603 14668 23011 5453158 4714073 124480 117047 871912 199685 996392 316732 X 4118926 4016997 337840 380344 4456766 4397341 5453158 4714073 -542471 483046 0 X 0 1 X 1 0 X 165346 355013 139332 202550 1725694 2587935 165346 355013 139332 202550 1725694 2587935 2587935 215527 185709 189245 125193 140550 856224 3444159 0.75140 0.54980 X 58032 58032 0 0 2518603 483046 483046 2035557 0 2035557 2578028 0 2578028 0 2578028 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES 1 BERNARD LOWN AWARD FOR SOCIAL RESPONSIBILITY GIVEN ANNUALLY TO A YOUNG CLINICIAN WHO DEMONSTRATE BOLD LEADERSHIP IN RACIAL EQUITY, ENVIRONMENTAL, GLOBAL PEACE OR OTHER HUMANITAIRAN EFFORTS 1 25000 X 0 0 0 0 0 0 0 0 0 VIKAS SAINI MD PRESIDENT 326457 0 0 0 0 0 0 0 27925 0 354382 0 0 0 VALERIE GOPINATH SENIOR DIRECTOR DATA SCIENTIST 187425 0 0 0 0 0 0 0 8023 0 195448 0 0 0 AARON TOLEOS VICE PRESIDENT OF COMMUNIC 161000 0 0 0 0 0 0 0 6440 0 167440 0 0 0 KELSEY CHAMBERS DIRECTOR OF RESEARCH, DATA SCIENCE 140423 0 0 0 0 0 0 0 12954 0 153377 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE REVIEWED THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY POSSIBLE CONFLICT OF INTEREST OF ANY BOARD MEMBER, OFFICER OR EMPLOYEE IS DISCLOSED TO THE BOARD. THE CORPORATE BY-LAWS HAVE A PROVISION THAT IT "SHALL NOT ENTER ANY CONTRACT OR TRANSACT ANY BUSINESS IN WHICH ANY PART OF THE ASSETS OR NET EARNINGS, IF ANY, OF THE CORPORATE SHALL INURE TO THE BENEFIT OF, OR BE DISTRIBUTABLE TO ANY DIRECTOR OR OFFICER OF THE CORPORATION OR OTHER PRIVATE INDIVIDUAL, EXCEPT THAT THE CORPORATION MAY PAY REASONABLE COMPENSATION FOR SERVICES RENDERED AND MAY MAKE PAYMENTS AND DISTRIBUTIONS IN FURTHERMORE OF ITS PURPOSES AS SET FORTH IN ARTICLE II OF THE ARTICLE OF ORGANIZATION." FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION AVAILABLE UPON REQUEST AT THE INSTITUTE'S CORPORATE OFFICES DURING REGULAR BUSINESS HOURS.