2024-12-10T15:40:41-06:00 2024-03-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2023-04-01 473686152 ACLU FOUNDATION OF MASSACHUSETTS INC ACLU 6174823170 1 CENTER PLAZA 850 BOSTON MA 02108 CAROL ROSE EXECUTIVE DIRECTOR 6174823170 2024-12-10 1 1 SANDY ROSS P01399337 4012742001 2024-12-09 2023 2024-10-15 13:58:12Z CAROL ROSE 1 CENTER PLAZA 850 BOSTON MA 02108 6301159 0 X WWW.ACLUM.ORG X 2015 MA ACLU FOUNDATION OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LITIGATION. 13 13 67 50 0 0 8792075 3970327 402572 388424 466123 601192 371795 420573 10032565 5380516 0 0 0 0 4374221 4869517 0 0 689370 1470577 1509553 5844798 6379070 4187767 -998554 28597681 30503828 480960 439600 28116721 30064228 X ACLU FOUNDATION OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LITIGATION. 0 0 5020194 399991 THE ORGANIZATION PROVIDES LEGAL SUPPORT AND ASSISTANCE BY PROVIDING ASSISTANCE AND REPRESENTATION TO INDIVIDUALS AND ORGANIZATIONS IN SELECTED CASES IN ORDER TO ADVANCE CIVIL LIBERTIES AND RIGHTS. THE FIELD AND EDUCATION PROGRAM CARRIED OUT BY THE ORGANIZATION SEEKS TO ENGAGE THE PUBLIC AND INCREASE UNDERSTANDING AND COMMITMENT TO CIVIL LIBERTIES AND RIGHTS.-THE ACLU FOUNDATION OF MA HELPED TRAIN OVER 150 ATTORNEYS PARTICIPATING IN THE ABORTION LEGAL HOTLINE, A FREE AND CONFIDENTIAL RESOURCE FOR MASSACHUSETTS-BASED PROVIDERS, HELPERS, AND PATIENTS.-THE ACLU FOUNDATION OF MA LAUNCHED THE "FREE EXPRESSION PROJECT" TO HIGHLIGHT THE ORGANIZATION'S ONGOING WORK TO PROTECT AND DEFEND FREE EXPRESSION. 5020194 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 18 0 1 67 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SHIRLEY LAI 6174823170 1 CENTER PLAZA BOSTON MA 02108 STEPHEN KAY CHAIR (AS OF 6/23) 1.00 X X 0 0 0 APRIL EVANS CHAIR ELECT (AS OF 6/23) 1.00 X X 0 0 0 STEPHEN HALL TREASURER (AS OF 6/23) 0.50 0.50 X X 0 0 0 MARTIN FANTOZZI CLERK 0.50 X X 0 0 0 KEVIN PRUSSIA DIRECTOR 0.50 0.50 X 0 0 0 MARTIN MURPHY DIRECTOR 0.50 X 0 0 0 SUSAN WHITEHEAD DIRECTOR 0.50 X 0 0 0 NORMA SHAPIRO DIRECTOR (TO 6/23) 0.50 X 0 0 0 CHARU VERMA DIRECTOR (TO 6/23) 0.50 X 0 0 0 NAOMI ABERLY DIRECTOR (TO 6/23) 0.50 X 0 0 0 STEPHEN CHAN DIRECTOR (TO 6/23) 0.50 X 0 0 0 SUMA NAIR DIRECTOR (AS OF 6/23) 0.50 X 0 0 0 MARIA MANNING DIRECTOR 0.50 X 0 0 0 LAEL CHESTER DIRECTOR (AS OF 3/24) 0.50 X 0 0 0 ELLEN FISHER DIRECTOR (AS OF 6/23) 0.50 X 0 0 0 ROBERT M THOMAS JR DIRECTOR (TO 6/23) 0.50 X 0 0 0 JOCELYN SARGENT DIRECTOR 0.50 X 0 0 0 CHARLOTTE STREAT DIRECTOR 0.50 0.50 X 0 0 0 CAROL ROSE EXECUTIVE DIRECTOR 24.00 16.00 X 218320 93565 158952 SHIRLEY LAI DIRECTOR OF FINANCE 30.00 10.00 X 165405 55135 102563 JESSIE ROSSMAN LEGAL DIRECTOR 25.00 15.00 X 126332 25875 28567 KIRSTEN MAYER INTERIM LEGAL DIRECTOR 39.50 0.50 X 166679 1684 9260 BIANCA WARD CHIEF DEVELOPMENT OFFICER 32.00 8.00 X 132330 33020 9099 WHITNEY TAYLOR POLITICAL DIRECTOR 30.00 10.00 X 114990 49281 19981 JOHN WARD CHIEF COMMUNICATIONS & MAR 26.00 14.00 X 80441 80442 36086 KAFI HARRINGTON CHIEF OPERATIONS AND TALENT OFFICER 30.00 10.00 X 161419 53806 31363 RUTH BOURQUIN SENIOR MANAGING ATTORNEY 40.00 X 148371 6477 27962 1314287 399285 423833 8 0 1 0 0 98175 3872152 619916 3970327 LEGAL AWARDS 541100 388424 388424 388424 604899 604899 485727 489434 -3707 -3707 -3707 840215 98175 431209 409006 409006 OTHER INCOME 900099 11567 11567 11567 5380516 399991 0 1010198 925567 565109 302981 57477 2966208 2476862 128002 361344 39450 39450 647010 550030 34974 62006 291282 232928 26761 31593 18042 15513 1445 1084 20750 20750 48344 48344 150006 118583 25349 6074 146913 115717 6983 24213 91477 65720 3743 22014 646903 524224 46588 76091 26131 21203 1361 3567 62865 51887 10978 151053 122590 10813 17650 34879 31583 1243 2053 BOOKS AND SUBSCRIPTIONS 66982 59105 3819 4058 DUES AND FEES 45208 29690 6350 9168 6379070 5020194 669506 689370 2049554 346500 1809311 3192374 1645172 139953 146796 852889 383984 606946 468905 19013923 22075788 2871159 3160682 723772 850674 28597681 30503828 480960 378196 0 61404 480960 439600 X 15031604 19061554 13085117 11002674 28116721 30064228 28597681 30503828 -998554 2946061 0 X X 0 1 X 1 0 X 5601920 7082633 5339264 8712450 3970327 30706594 5601920 7082633 5339264 8712450 3970327 30706594 2667965 28038629 913307 341114 436047 414938 604899 2710305 16382 22146 3322 14821 11567 68238 33485137 790996 0.83730 0.92190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2871159 23666 340609 74752 3160682 3144243 -161338 111746 2871159 3106085 156210 118052 3144243 2249635 14111 942727 100338 3106135 2567342 5000 -233643 99064 2239635 0.00000 1.00000 0.00000 1 1 1 30089 5516 24573 822800 378468 444332 468905 INVESTMENT FUNDS 3160682 F 3160682 DUE TO ACLU UNION 61404 61404 X 8354857 2946061 76624 3022685 5332172 48344 48344 5380516 6407350 76624 76624 6330726 48344 48344 6379070 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE IRC. MANAGEMENT BELIEVES THAT THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE FOUNDATION ANNUALLY FILES IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE FOUNDATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. BOR DINNER 938390 98175 840215 117082 136113 81725 96289 938390 98175 840215 117082 136113 81725 96289 431209 409006 X X X X X 0 0 0 0 0 0 0 0 0 CAROL ROSE EXECUTIVE DIRECTOR 218320 93565 0 0 0 0 80520 47542 21623 9267 320463 150374 0 0 SHIRLEY LAI DIRECTOR OF FINANCE 164655 54885 750 250 0 0 72043 21081 7079 2360 244527 78576 0 0 KAFI HARRINGTON CHIEF OPERATIONS AND TALENT OFFICER 160669 53556 750 250 0 0 8954 2985 14568 4856 184941 61647 0 0 JOHN WARD CHIEF COMMUNICATIONS & MAR 79941 79942 500 500 0 0 4478 4478 13565 13565 98484 98485 0 0 WHITNEY TAYLOR POLITICAL DIRECTOR 114290 48981 700 300 0 0 6307 2703 7680 3291 128977 55275 0 0 RUTH BOURQUIN SENIOR MANAGING ATTORNEY 147411 6437 960 40 0 0 8123 338 18721 780 175215 7595 0 0 JESSIE ROSSMAN LEGAL DIRECTOR 125502 25705 830 170 0 0 7037 1441 16674 3415 150043 30731 0 0 KIRSTEN MAYER INTERIM LEGAL DIRECTOR 166679 1684 0 0 0 0 9167 93 0 0 175846 1777 0 0 BIANCA WARD CHIEF DEVELOPMENT OFFICER 131530 32820 800 200 0 0 7279 1820 0 0 139609 34840 0 0 X 16 619915 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AS REQUIRED WE MAKE A COMPLETED COPY OF THE FORM 990 AVAILABLE TO THE BOARD PRIOR TO THE RETURN BEING FILED. ALL BOARD CHANGES, IF ANY, ARE FORWARDED TO THE PREPARER FOR CHANGES PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C IF CONFLICTS OF INTEREST ARE PRESENT, THE INTERESTED MEMBER IS NOT PERMITTED TO VOTE ON RELATED ISSUES. ANNUALLY AT A BOARD MEETING ANY POTENTIAL CONFLICTS ARE DISCUSSED AND DISCLOSED. ANY CONFLICTS ARE DOCUMENTED AT THAT MEETING. FORM 990, PART VI, SECTION B, LINE 15 CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT COMP (PART VI, LINE 15A): THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS FOLLOWING AND BASED UPON A BI-ANNUAL PERFORMANCE REVIEW AND MARKET ASSESSMENT. THE REVIEW PROCESS INCLUDES INPUT FROM CURRENT EMPLOYEES AND BOARD MEMBERS, WHICH IS THEN REVIEWED BY THE ACLU OF MA'S CHAIRPERSON, UNION BOARD PRESIDENT, AND UNION VICE PRESIDENT. SALARY INCREASES AND ADJUSTMENTS TO ANY OTHER COMPONENTS OF TOTAL COMPENSATION FOR THE EXECUTIVE DIRECTOR ARE THEN DETERMINED AND APPROVED BY THE FULL BOARD. OTHER OFFICER OR KEY EMPLOYEE COMPENSATION (PART VI, LINE 15B): COMPENSATION FOR CURRENT EMPLOYEES IS REVIEWED EACH YEAR DURING THE ANNUAL BUDGETING PROCESS, AND AS PART OF THE ANNUAL PERFORMANCE EVALUATION PROCESS. SALARIES AND BENEFITS ARE REVIEWED AGAINST OTHER ACLU AFFILIATES OF SIMILAR SIZE, THE DATA FOR WHICH IS PROVIDED BY THE NATIONAL ACLU FOLLOWING AN ANNUAL SURVEY OF ALL AFFILIATES. SALARIES FOR INDIVIDUAL EMPLOYEES ARE ALSO REVIEWED AGAINST EACH OTHER TO HELP MAINTAIN PAY EQUITY BETWEEN THOSE WITH SIMILAR ROLES WITHIN THE ORGANIZATION. THE SAME IS DONE AHEAD OF POSTING JOBS TO FILL VACANCIES, AND IN DETERMINING PAY FOR NEWLY BUDGETED POSITIONS. FOLLOWING ANNUAL PERFORMANCE REVIEWS, SALARIES FOR INDIVIDUAL STAFF MAY BE ADJUSTED BASED ON THE MERIT OF THEIR PERFORMANCE, TO MAINTAIN PAY EQUITY, AND/OR TO ADJUST FOR MEANINGFUL SHIFTS IN THE TALENT MARKET. COMPREHENSIVE REVIEWS OF TOTAL COMPENSATION FOR CURRENT STAFF ARE COMPLETED EVERY THREE YEARS, WHICH INCLUDES CONSIDERATION OF SALARIES AND THE CASH VALUE OF EMPLOYEE BENEFITS, IN COMPARISON TO OTHER ORGANIZATIONS OF SIMILAR SIZE, MISSION/AREAS OF WORK, AND GEOGRAPHICAL LOCATION. ANY SALARY ADJUSTMENTS ARE LIMITED BASED ON FUNDING APPROVED IN THE ANNUAL BUDGET FOR THIS PURPOSE. THE BUDGET IS APPROVED BY THE BOARD EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC 1 CENTER PLAZA BOSTON MA 02108 041180450 PRESERVE CIVIL LIBERTIES MA 501(C)(4) 0 AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 136213516 MAINTAINS ENDOWMENT & PENSION BENEFITS NY 501(C)(3) LINE 10 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC C 1100674 COST AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC E 61404 COST AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC N 977356 COST AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC O 1436977 COST