Nonprofit · EIN 04-3326928
CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD
Tax-exempt · BOSTON, MA 02215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $686,888 | $720,869 | -$33,981 | $6,158,854 | $88,302 | $6,070,552 |
| September 30, 2024 | 990 | $589,161 | $668,811 | -$79,650 | $5,574,911 | $10,769 | $5,564,142 |
| September 30, 2023 | 990 | $631,964 | $522,173 | $109,791 | $5,019,537 | $42,274 | $4,977,263 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $25,500
- Program service revenue
- $387,091
- Investment income
- $274,297
- Net gain from sales of assets
- $216,306
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $402,735
- Compensation of officers, directors and key employees
- $122,350
- Salaries, compensation and benefits (total)
- $122,350
- Professional fundraising fees
- $0
- Accounting fees
- $7,000
- Depreciation
- $5,823
- Program services (functional)
- $653,280
- Management and general (functional)
- $67,589
Balance sheet and other
- Total assets, start of year
- $5,574,911
- Total assets, end of year
- $6,158,854
- Total liabilities, end of year
- $88,302
- Net assets, end of year
- $6,070,552
- Land, buildings and equipment
- $2,296
- Net assets without donor restrictions
- $4,020,736
- Net assets with donor restrictions
- $2,049,816
- Gross unrelated business income
- $5,159
- Gross receipts
- $686,888
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1996
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HEALY PETER | TTEE (EXOFF) & CO-CHAIR (PRES BIDMC) Trustee or director, Officer | 1 | $0 | $1,397,820 | $60,310 |
| CHAIKOF MD PHD ELLIOT L | TTEE; SURGERY CHF BIDMC/HMFP CHAIR Trustee or director | 1 | $0 | $1,221,392 | $140,088 |
| STEVENSON MD PHD MARY ANN | TTEE; RAD ONC CHF BIDMC/CHAIR HMFP Trustee or director | 1 | $0 | $957,282 | $79,068 |
| ZEIDEL MD MARK L | TTEE; MEDICINE CHF BIDMC/CHAIR HMFP Trustee or director | 1 | $0 | $910,009 | $89,627 |
| SZABO MD PHD HON SCD GYONGYI | TTEE; BIDMC/BILH CHIEF ACADEMIC OFF Trustee or director | 1 | $0 | $785,878 | $92,360 |
| RUTKOVE MD SEWARD | TTEE; NEURO CHIEF BIDMC/CHAIR HMFP Trustee or director | 1 | $0 | $653,594 | $58,436 |
| ROBERTS MD DAVID | TTEE(EXO)&CO-CHAIR (DEAN HARV MED) Trustee or director, Officer | 1 | $18,500 | $527,448 | $77,732 |
| SCHWARTZSTEIN MD RICHARD M | TTEE & EXEC DIR; VP ED, BIDMC; PHYS Trustee or director, Officer | 1 | $26,000 | $450,369 | $61,728 |
| HUGHES CAROL A | OPERATIONS DIRECTOR Key employee | 1 | $61,300 | $132,601 | $47,439 |
| WANG DIANA | TREASURER & FINANCIAL ADMINISTRATOR Officer | 1 | $14,550 | $97,637 | $41,229 |
| ANASTASIO KELLY | CLERK Officer | 1 | $2,000 | $79,258 | $39,419 |
| BRENNER-GATI MD LEONA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAGI MD TEO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DESIMONE THOMAS | TTEE (EX-OFF); BIDMC BRD CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| EDELHEIT PHD LEWIS S | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FISH MD GUY L | TRUSTEE Trustee or director | 1 | $0 |
| MACDOWELL VIRGINIA | TRUSTEE Trustee or director | 1 | $0 |
| RABKIN MD MITCHELL T | TTEE (EX-OFF), CO-FNDR & DIST SCHOLR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HEALY PETER | TTEE (EXOFF) & CO-CHAIR (PRES BIDMC) Trustee or director, Officer | 1 | $0 | $1,599,109 | $84,548 |
| ROBERTS MD DAVID | TTEE(EXO)&CO-CHAIR (DEAN HARV MED) Trustee or director, Officer | 1 | $16,525 | $1,438,171 | $118,633 |
| CHAIKOF MD PHD ELLIOT L | TTEE; SURGERY CHF BIDMC/HMFP CHAIR Trustee or director | 1 | $0 | $1,217,542 | $117,162 |
| SZABO MD PHD HON GYONGYI | TTEE; BIDMC/BILH CHIEF ACADEMIC OFF Trustee or director | 1 | $0 | $1,015,605 | $89,291 |
| STEVENSON MD PHD MARY ANN | TTEE; RAD ONC CHF BIDMC/CHAIR HMFP Trustee or director | 1 | $0 | $903,014 | $76,862 |
| ZEIDEL MD MARK L | TTEE; MEDICINE CHF BIDMC/CHAIR HMFP Trustee or director | 1 | $0 | $892,032 | $87,340 |
| SAFFITZ MD PHD JEFFREY E | TTEE; FRMR PATH CHIEF BIDMC/CHR HMFP Trustee or director | 1 | $0 | $735,585 | $75,129 |
| RUTKOVE MD SEWARD | TTEE; NEURO CHIEF BIDMC/CHAIR HMFP Trustee or director | 1 | $0 | $643,948 | $63,524 |
| SCHWARTZSTEIN MD RICHARD M | TTEE & EXEC DIR; VP ED, BIDMC; PHYS Trustee or director, Officer | 30 | $16,875 | $489,165 | $59,720 |
| HUGHES CAROL A | OPERATIONS DIRECTOR Key employee | 30 | $40,300 | $127,850 | $45,301 |
| WANG DIANA | TREASURER & FINANCIAL ADMINISTRATOR Officer | 1 | $6,450 | $98,816 | $13,806 |
| ANASTASIO KELLY | CLERK Officer | 1 | $1,250 | $69,889 | $37,207 |
| BRENNER-GATI MD LEONA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAGI MD TEO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DESIMONE THOMAS | TTEE (EX-OFF); BIDMC BRD CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| EDELHEIT PHD LEWIS S | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FISH MD GUY L | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MACDOWELL VIRGINIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RABKIN MD MITCHELL T | TTEE (EX-OFF), CO-FNDR & DIST SCHOLR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHAIKOF MD PHD ELLIOT L | TTEE; BIDMC SURG CHF & HMFP SURG CHR Trustee or director | 1 | $0 | $1,206,160 | $114,696 |
| HEALY PETER | TTEE (EXOFF)(CEO DESIGNATE) CO-CHAIR Trustee or director, Officer | 1 | $0 | $1,095,437 | $112,309 |
| ZEIDEL MD MARK L | TTEE; MED CHIEF, BIDMC/MED CHR, HMFP Trustee or director | 1 | $0 | $877,790 | $84,230 |
| STEVENSON MD PHD MARY ANN | TTEE; CHIEF RADIAITON ONCOLOGY BIDMC Trustee or director | 1 | $0 | $856,916 | $72,020 |
| SAFFITZ MD PHD JEFFREY E | TTEE;BIDMC PATH CHF/HMFP PATH CHAIR Trustee or director | 1 | $0 | $730,364 | $73,390 |
| SZABO MD PHD HON SCD GYONGYI | TTEE; BIDMC/BILH CHIEF ACADEMIC OFF Trustee or director | 1 | $0 | $700,229 | $81,877 |
| ROBERTS MD DAVID | TTEE (EX-OFF) DEAN HMS & CO-CHAIR Trustee or director, Officer | 1 | $17,000 | $491,386 | $71,733 |
| SCHWARTZSTEIN MD RICHARD M | TTEE & EXEC DIR; VP ED, BIDMC; PHYS Trustee or director, Officer | 1 | $16,900 | $440,160 | $56,970 |
| HUNDERT MD EDWARD | FRMR TTEE (EX-OFF) AND FRMR CO-CHAIR Former | 0 | $0 | $436,464 | $69,334 |
| HUGHES CAROL A | OPERATIONS DIRECTOR Key employee | 1 | $30,550 | $124,503 | $36,742 |
| WANG DIANA | TREASURER & FINANCIAL ADMINISTRATOR Officer | 1 | $3,300 | $91,473 | $7,153 |
| ANASTASIO KELLY | CLERK Officer | 1 | $2,000 | $64,460 | $34,182 |
| GRAZIANO LIDIA | CLERK Officer | 1 | $1,400 | $62,979 | $13,979 |
| BRENNER-GATI MD LEONA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAGI MD TEO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DESIMONE THOMAS | TTEE (EX-OFF); BIDMC BRD CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| EDELHEIT PHD LEWIS S | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FISH MD GUY L | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MACDOWELL VIRGINIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RABKIN MD MITCHELL T | TTEE (EX-OFF), CO-FNDR & DIST SCHOLR Trustee or director | 1 | $0 | $0 | $0 |
| SACKEY JOYCE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 330 BROOKLINE AVENUE ES 2, BOSTON, MA 02215-5400
- Principal officer (990 for 2024)
- RICHARD SCHWARTZSTEIN MD, 330 BROOKLINE AVENUE ES 2, BOSTON, MA 022155400
- Signed the 990
- RICHARD SCHWARTZSTEIN MD, EXECUTIVE DIRECTOR
- Phone
- (781) 744-8924
- Website
- WWW.BIDMC.ORG
- Return prepared by
- DELOITTE TAX LLP
Mission
SEE SCHEDULE O
Program accomplishments
- SIMULATION AND SKILLS CENTER ("CENTER") - THE CENTER PROVIDES OPPORTUNITIES FOR TRAINEES TO PRACTICE SKILLS FOR LAPAROSCOPIC AND OTHER SURGICAL PROCEDURES, TO ENGAGE IN TEAM-BASED LEARNING, AND TO ENHANCE COMMUNICATION SKILLS. THE CENTER INCORPORATES REALISTIC OPERATING AND INTENSIVE CARE/EMERGENCY ROOMS WHICH ALLOW FOR TEAM TRAINING AND DISCIPLINE-SPECIFIC EDUCATIONAL EXPERIENCES. THE CENTER'S RESOURCES INCLUDE A WIDE RANGE OF TASK TRAINERS AND SIMULATORS, VIDEOCONFERENCE FACILITIES AND DEDICATED FACULTY AND STAFF TO SUPPORT THE EDUCATION OF STUDENTS, TRAINEES, AND PRACTITIONERS IN ALL OF THE HEALTH CARE PROFESSIONS.revenue $4,700
- CONTINUING MEDICAL EDUCATION COURSE THE INSTITUTE HAS SPONSORED COURSES ON "MAXIMIZING YOUR TEACHING SKILLS: PRINCIPLES OF MEDICAL EDUCATION". THE COURSE CURRICULUM IS AN INTRODUCTION TO THE PRINCIPLES OF EFFECTIVE CLINICAL TEACHING FOR ADULT LEARNERS. THROUGH DIDACTIC AND INTERACTIVE SESSIONS, PARTICIPANTS LEARN MODELS OF CLINICAL INSTRUCTION AND HOW TO APPLY THESE EFFECTIVE TECHNIQUES TO THEIR OWN TEACHING OF RESIDENTS AND FELLOWS. THE COURSE ALSO PROVIDES AN EXPLORATION OF CRITICAL THINKING, REFLECTION, ASSESSMENT AND FEEDBACK.Expenses $145,968 · revenue $322,691
- THE INSTITUTE COLLABORATES WITH HARVARD MEDICAL SCHOOL AND OTHER EDUCATIONAL ORGANIZATIONS TO DEVELOP PROGRAMS AND INITIATIVES THAT ADVANCE MEDICAL EDUCATION. THROUGH THESE PARTNERSHIPS, THE PARTIES WORK TOGETHER TO ENHANCE MEDICAL EDUCATION LEARNING AND MAKE MEANINGFUL CONTRIBUTIONS TO HEALTHCARE DEVELOPMENT IN THE U.S. AND IN OTHER COUNTRIES AROUND THE WORLD. THESE EFFORTS INCLUDE EDUCATIONAL PROGRAMS TAILORED FOR SENIOR HOSPITAL EXECUTIVES, PHYSICIANS, AND NURSES ACROSS VARIOUS SPECIALTIES IN THE UNITED STATES AND OTHER COUNTRIES.Expenses $82,034 · revenue $59,700
- THE SHAPIRO INSTITUTE HAS RUN SEVERAL EDUCATION RESEARCH PROGRAMS, INCLUDING CAREER ADVANCEMENT, FOUNDATIONS IN MEDICAL EDUCATION, THE INTERDISCIPLINARY TEACHING PROJECT, AND THE CRITICAL CARE WELLNESS EDUCATION PROGRAM. THE INSTITUTE ALSO PROVIDES SUPPORT FOR AN INDIVIDUAL TO CONDUCT MEDICAL EDUCATION RESEARCH, INDEPENDENT OF HIS OR HER OWN RESIDENCY ACTIVITIES, WHICH CAN ASSESS THE SUCCESS OF EDUCATIONAL INTERVENTIONS IN PROVIDING EFFECTIVE AND SAFE PATIENT CARE.Expenses $425,278 · grants $402,735
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-3326928
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1997
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H00E)
- Assets (IRS master file)
- $6,158,854
- Income (IRS master file)
- $686,888
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $686,888 | $720,869 | $6,158,854 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $589,161 | $668,811 | $5,574,911 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $631,964 | $522,173 | $5,019,537 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $654,290 | $371,454 | $4,459,561 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3326928).
Questions about CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD
- What is the EIN of CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD?
- The employer identification number (EIN) of CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD is 04-3326928.
- Is CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD?
- The 990 for the year ended September 30, 2025 names RICHARD SCHWARTZSTEIN MD.
- Who are the officers and directors of CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD?
- The 990 for the year ended September 30, 2025 lists 18 people; 5 received compensation from the organization.
- How much revenue does CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $686,888, expenses of $720,869 and total assets of $6,158,854 at year end.
Other nonprofits in BOSTON
- DANA-FARBER CANCER INSTITUTE EIN 04-2263040 · last filed 990 for 2025
- DANA FARBER MASS GENERAL BRIGHAM CANCER CARE INC EIN 04-3320640 · last filed 990 for 2025
- BAIM INSTITUTE FOR CLINICAL RESEARCH INC EIN 04-3521077 · last filed 990 for 2025
- BOSTON VA RESEARCH INSTITUTE INC EIN 04-3081524 · last filed 990 for 2025
- CENTER FOR INFORMATION AND STUDY ON CLINICAL RESEARCH PARTICIPATION EIN 20-0588190 · last filed 990 for 2025
- HEALTH EFFECTS INSTITUTE EIN 04-2708045 · last filed 990 for 2025
- INSTITUTE FOR PROTEIN INNOVATION INC EIN 81-3250208 · last filed 990 for 2025
- DIGITAL MEDICINE SOCIETY INC EIN 83-4205470 · last filed 990 for 2024