2024-01-29T09:20:39-06:00 2022-12-31 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2022-01-01 043271457 THE MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC MASS 6177426800 11 BEACON STREET 500 BOSTON MA 02108 JOSEPH KRIESBERG PRESIDENT & CEO 6177426800 2024-01-27 1 JOSEPH KRIESBERG 999009999 0 JOLANTA TUCK CPA P01340068 7813803520 2024-01-24 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z MASSINC JOSEPH KRIESBERG 11 BEACON STREET 500 BOSTON MA 02108 2390769 0 X MASSINC.ORG X 1995 MA FOUNDED IN 1996, MASSINC'S MISSION IS TO PROVIDE THE PEOPLE OF MASSACHUSETTS WITH THE INFORMATION THEY NEED TO PARTICIPATE FULLY IN OUR DEMOCRACY. WE ARE A NONPARTISAN, 501C3 AND ACHIEVE IMPACT THROUGH INDEPENDENT RESEARCH, NONPROFIT JOURNALISM AND CIVIC ENGAGEMENT. 26 26 13 0 24275 0 4223816 2134231 11867 0 0 128581 102963 127957 4338646 2390769 0 0 0 0 1233517 1334417 0 0 216134 1713327 1285332 2946844 2619749 1391802 -228980 1671718 2466043 540525 1651173 1131193 814870 X FOUNDED IN 1996, MASSINC'S MISSION IS TO MAKE MASSACHUSETTS A PLACE OF CIVIC VITALITY AND INCLUSIVE ECONOMIC OPPORTUNITY BY PROVIDING RESIDENTS WITH THE NONPARTISAN RESEARCH, REPORTING, ANALYSIS, AND CIVIC ENGAGEMENT NECESSARY TO UNDERSTAND POLICY CHOICES, INFORM DECISION MAKING, AND HOLD THE GOVERNMENT ACCOUNTABLE. 0 0 813119 COMMONWEALTH:COMMONWEALTH CONTINUED ITS COVERAGE OF MASSACHUSETTS POLITICS AND POLICY IN 2022. EDITOR BRUCE MOHL RELEASED A REPORT ON A LONG-FORGOTTEN TAX CAP THAT WAS NEARLY OVERLOOKED WHEN TAX REVENUES HIT RECORD HIGHS. THE REPORTING ULTIMATELY LED TO $2.94 BILLION IN TAX REFUNDS TO MASSACHUSETTS RESIDENTS AND FORCED CRITICAL PIECES OF LEGISLATION TO BE RENEGOTIATED IN LIGHT OF REVISED REVENUES. OTHER REPORTING ON HOUSING, TRANSPORTATION, CLEAN ENERGY, HEALTH CARE, AND CRIMINAL JUSTICE PROVIDED INSIGHT INTO IMPORTANT ISSUES FACING MASSACHUSETTS. 724005 GATEWAY HUBS:MASSINC CONTINUED ITS RESEARCH, CONVENING, AND COLLABORATION WITH GATEWAY CITIES LEADERS AND STAKEHOLDERS IN 2022. NOTABLY, A REPORT ON SOCIAL INFRASTRUCTURE APPLIED THE CONCEPT OF HOW BUILT ENVIRONMENTS FOSTER SOCIAL INTERACTION TO GATEWAY CITY URBAN DOWNTOWNS. THIS WORK BECAME THE CENTERPIECE OF TWO MAJOR EVENTS, THE GATEWAY CITIES LEADERSHIP SUMMIT HELD IN JULY AND THE GATEWAY CITIES INNOVATION AWARDS HELD IN NOVEMBER. MEANWHILE, MASSINC STAFF ORGANIZED REGULAR MEETINGS OF GATEWAY CITY ECONOMIC DEVELOPERS, MAYORS, AND MANAGERS TO BUILD A STRONGER EXCHANGE OF UPDATES, IDEAS, AND ACTION ITEMS. MASSINC ALSO PARTICIPATED IN A COALITION OF ELECTED OFFICIALS, POLICYMAKERS, DEVELOPERS, AND RESIDENTS IN SUPPORT OF THE EXPANSION OF THE HOUSING DEVELOPMENT INCENTIVE PROGRAM. 560267 EDUCATION:MASSINC RELEASED A NUMBER OF COMPREHENSIVE RESEARCH REPORTS EXAMINING THE STATE OF EDUCATION IN MASSACHUSETTS AND OFFERING POLICY SOLUTIONS. IN JANUARY, THE REPORT CHOOSING INTEGRATION ASSESSED HOW ECONOMIC SEGREGATION LEADS TO HIGH LEVELS OF RACIAL AND ETHNIC INEQUALITY IN MASSACHUSETTS AND CONTRASTS THIS WITH THE SIGNIFICANT BENEFITS STUDENTS REAP WHEN THEY ATTEND SCHOOLS INTEGRATED BY RACE, ETHNICITY, AND INCOME. INVESTING IN SUCCESS OUTLINED THE COST-BENEFIT ANALYSIS TO STUDENTS AND TAXPAYERS ALIKE FROM COMMUNITY COLLEGE, USING LONGITUDINAL DATA TO TRACK THE RETURN ON INVESTMENT. THE LOOMING SKILLED-WORKER SHORTAGE WAS HIGHLIGHTED IN A JUNE REPORT, EMPHASIZING THE DECLINE IN THE COLLEGE-EDUCATED LABOR FORCE. MASSINC'S EDUCATION RESEARCH IS HIGHLY VALUED BY LAWMAKERS AND POLICY STAKEHOLDERS FOR ITS RIGOR AND INSIGHTS. 2097391 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 1 0 0 1 14 0 1 13 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X JOSEPH KRIESBERG 6177426800 11 BEACON STREET SUITE 500 BOSTON MA 02108 BRUCE MOHL EDITOR & CLERK 40.00 X 143200 0 21751 BENJAMIN FORMAN RESEARCH DIRECTOR 40.00 X 132503 0 20290 MAEVE DUGGAN ACTING CEO (AS OF JULY 2022) 40.00 X 120373 0 17066 CAROLINE HOLSTEIN DIRECTOR OF HR OPERATIONS 40.00 X 108498 0 17365 MICHAEL JONAS EXECUTIVE EDITOR 40.00 X 106157 0 15216 LAUREN LOUISON PRESIDENT (UNTIL JUNE 2022) 40.00 X X 76828 0 14251 JUANA MATIAS COO (UNTIL MARCH 2022) 40.00 X X 41570 0 6758 GREGORY TORRES CHAIRMAN & TREASURER 1.00 X X 0 0 0 ANDREW J CALAMARE DIRECTOR 1.00 X 0 0 0 KENNETH W ROBINSON DIRECTOR 1.00 X 0 0 0 ERIC TURNER DIRECTOR 1.00 X 0 0 0 SEAN CURRAN DIRECTOR 1.00 X 0 0 0 GERI DENTERLEIN DIRECTOR 1.00 X 0 0 0 MARK ERLICH DIRECTOR 1.00 X 0 0 0 MONICA LOWELL DIRECTOR 1.00 X 0 0 0 PAMELA FEINGOLD DIRECTOR 1.00 X 0 0 0 LANE GLENN DIRECTOR 1.00 X 0 0 0 JENNIFER NASSOUR DIRECTOR 1.00 X 0 0 0 EILEEN O'CONNOR DIRECTOR 1.00 X 0 0 0 THOMAS PAPPAS DIRECTOR 1.00 X 0 0 0 ANN-ELLEN HORNIDGE DIRECTOR 1.00 X 0 0 0 ENEIDA ROMAN DIRECTOR 1.00 X 0 0 0 TRIPP JONES DIRECTOR 1.00 X 0 0 0 JULIETTE KAYYEM DIRECTOR 1.00 X 0 0 0 THOMAS GREEN DIRECTOR 1.00 X 0 0 0 MICHAEL HUNTER DIRECTOR 1.00 X 0 0 0 DOMINICK IANNO DIRECTOR 1.00 X 0 0 0 BETH LINDSTROM DIRECTOR 1.00 X 0 0 0 WILLIAM P MCDERMOTT DIRECTOR 1.00 X 0 0 0 LON POVICH DIRECTOR 1.00 X 0 0 0 RICHARD TISEI DIRECTOR 1.00 X 0 0 0 LISA WONG DIRECTOR 1.00 X 0 0 0 MARIA FEMANDES-DOMINIQUE DIRECTOR 1.00 X 0 0 0 729129 0 112697 5 0 1 0 CHARLIE KRAVETZ 31 BRADFORD RD WELLESLEY HILLS MA 02481 FUNDRAISING CONSULTANT 144000 1 2134231 2134231 128581 128581 MANAGEMENT FEE - RELAT 900099 103682 103682 ADVERTISING INCOME 541800 24275 24275 127957 2390769 103682 24275 128581 X 276846 208582 32842 35422 775765 576976 95567 103222 60772 49473 5471 5828 146847 119543 13221 14083 74187 54932 9099 10156 30600 30600 436685 356841 73636 6208 383 285 47 51 107161 81459 12357 13345 192579 139279 29585 23715 1862 1385 229 248 2632 1958 324 350 8100 6024 998 1078 18250 13574 2248 2428 RESEARCH EXPENSES 487080 487080 2619749 2097391 306224 216134 582963 796172 50761 50781 800000 500000 633 5507 108989 78759 38329 30230 199032 111690 971663 1671718 2466043 51004 53613 213667 21059 842 468462 1383051 540525 1651173 X -528189 -445985 1659382 1260855 1131193 814870 1671718 2466043 -228980 -87343 0 X 0 1 X 1 0 X 2306019 1851129 2158413 4223816 2134231 12673608 2306019 1851129 2158413 4223816 2134231 12673608 5012281 7661327 8610 11357 9197 9197 128581 166942 169975 105484 241442 99701 103682 720284 13560834 183907 0.56500 0.56870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MANAGEMENT FEE INCOME - 2018 AMOUNT: $ 11,538. 2019 AMOUNT: $ 10,650. 2020 AMOUNT: $ 10,650. 2021 AMOUNT: $ 12,648. 2022 AMOUNT: $ 103,682. INVESTMENT INCOME - MP - 2018 AMOUNT: $ 158,437. 2019 AMOUNT: $ 94,834. 2020 AMOUNT: $ 230,792. 2021 AMOUNT: $ 87,053. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2346 0 0 2346 0 PART II-B, LINE 1: MASSINC.'S LOBBYING EFFORTS FOCUS MAINLY ON CRIMINAL JUSTICE REFORM, PROCUREMENT, TRANSIT ORIENTED DEVELOPMENT WORK AND EARLY COLLEGE EDUCATION. 44272 25561 18711 64717 53198 11519 30230 DUE TO RELATED PARTY 239255 CAPITAL LEASE LIABILITY 1143796 1383051 X PART X, LINE 2: THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS CONSOLIDATED STATEMENT OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF DECEMBER 31, 2022. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF DECEMBER 31, 2022. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. X X 0 0 0 0 0 0 0 0 0 BRUCE MOHL EDITOR & CLERK 143200 0 0 0 0 0 8592 0 13159 0 164951 0 0 0 BENJAMIN FORMAN RESEARCH DIRECTOR 132503 0 0 0 0 0 7950 0 12340 0 152793 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS E-MAILED TO BOARD MEMBERS FOR REVIEW AND COMMENTS ARE SENT TO THE CEO BEFORE FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SENT TO DIRECTORS, OFFICERS AND MANAGEMENT AND REVIEWED PRIOR TO THE FINAL BOARD MEETING EACH YEAR. AT THIS TIME THESE INDIVIDUALS HAVE THE OPPORTUNITY TO UPDATE THE CONFLICT OF INTEREST POLICY AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD, IN APPROVING THE ANNUAL BUDGET OF THE ORGANIZATION, APPROVES THE SALARY FOR THE PRESIDENT AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FREELANCE SERVICES: PROGRAM SERVICE EXPENSES 14,689. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,689. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 38. MANAGEMENT AND GENERAL EXPENSES 6. FUNDRAISING EXPENSES 6. TOTAL EXPENSES 50. GRAPHIC DESIGN SERVICES: PROGRAM SERVICE EXPENSES 13,388. MANAGEMENT AND GENERAL EXPENSES 2,217. FUNDRAISING EXPENSES 2,395. TOTAL EXPENSES 18,000. PHOTOGRAPHY SERVICES: PROGRAM SERVICE EXPENSES 392. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 392. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 328,334. MANAGEMENT AND GENERAL EXPENSES 71,413. FUNDRAISING EXPENSES 3,807. TOTAL EXPENSES 403,554. MASSINC POLLING GROUP INC 18 TREMONT STREET BOSTON MA 02108 273708972 CONDUCTS POLLING, MARKET RESEARCH MA MASSINC C 674447 314514 0.80000 1 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 MASSINC POLLING GROUP INC M 496198 FMV OF SERVICES PERFORMED MASSINC POLLING GROUP INC E 239255 FMV OF SERVICES PERFORMED MASSINC POLLING GROUP INC L 103682 FMV OF SERVICES PERFORMED MASSINC POLLING GROUP INC F 128566 FMV