2022-11-15T09:59:10-06:00 2021-12-31 390859910 BAKER TILLY US LLP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2021-01-01 043271457 THE MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC D/B/A MASSINC MASS 6177426800 11 BEACON STREET 500 BOSTON MA 02108 MAEVE DUGGAN COO & ACTING CEO 6172241703 2022-11-15 1 MAEVE DUGGAN 999009999 MATTHEW KALIL CPA MBA P01517069 9785575300 2022-11-14 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MAEVE DUGGAN 11 BEACON STREET 500 BOSTON MA 02108 4344581 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. 29 28 16 0 11867 0 2233246 4223816 9649 11867 0 0 243374 102963 2486269 4338646 0 0 0 0 1404124 1233517 0 0 445170 1429843 1713327 2833967 2946844 -347698 1391802 393082 1671718 653691 540525 -260609 1131193 X 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. 0 0 1207013 11867 COMMONWEALTH:COMMONWEALTH CONTINUED THE DAILY RIGOROUS JOURNALISM THAT IS PROVIDING QUALITY, NONPARTISAN REPORTING ON CIVIC LIFE IN MASSACHUSETTS. REPORTER SHIRA SCHOENBERG WROTE A SERIES OF ARTICLES LOOKING AT THE CHILD WELFARE SYSTEM IN MASSACHUSETTS AND REPORTED ON THE SEIZURE OF AN OXFORD MAN'S HOME FOR AN UNPAID TAX BILL OF $3,056. MEANWHILE, EXECUTIVE EDITOR MICHAEL JONAS CLOSELY FOLLOWED THE BOSTON MAYORAL RACE AND RECENTLY REPORTED ON THE EFFECT THE TERM 'LATINX' HAS ON POLITICAL CAMPAIGNS WHILE FEATURING LOCAL VOICES IN THE DISCUSSION. OVER THE SUMMER 2021, EDITOR BRUCE MOHL MODERATED MASSINC'S MOST-ATTENDED EVEN THIS YEAR, "DOES GIVING PEOPLE MONEY MAKE FOR GOOD POLICY"? THE COMMONWEALTH TOWN HALL ASKED THE QUESTION - IS GUARANTEED INCOME THE RIGHT POLICY FOR MASSACHUSETTS RESIDENTS? THIS EVENT WAS BROUGHT TO VIEWERS IN PARTNERSHIP WITH THE SHAH FAMILY FOUNDATION, THE UNITED WAY OF MASSACHUSETTS BAY, AND THE CAMBRIDGE COMMUNITY FOUNDATION. ON THE FISCAL SIDE, COMMONWEALTH HAS HAD AN EXCITING YEAR. WE RAN THREE SUCCESSFUL ONLINE FUNDRAISERS AND SURPASSED OUR $100,000 GOAL FOR 2021 INDIVIDUAL DONATIONS. WE'VE ALSO EMBARKED ON THE JOURNEY TO BUILD COMMONWEALTH AT A LARGER SCALE BY LAUNCHING OUR COMMONWEALTH BEACON CAMPAIGN WITH THE HELP OF CHARLIE KRAVETZ, FORMER GENERAL MANAGER OF WBUR. 821113 EDUCATION AND EARLY COLLEGE:IN APRIL 2021, MASSINC RELEASED A REPORT ON THE PERFORMANCE OF THE FIRST TWO COHORTS OF STUDENTS TO GRADUATE FROM STATE DESIGNATED EARLY COLLEGE HIGH SCHOOLS. THE ANALYSIS, EARLY COLLEGE AS A FORCE FOR EQUITY IN THE POST-PANDEMIC ERA, SHOWS THAT THESE STUDENTS ARE CONTINUING DIRECTLY TO COLLEGE AND PERSISTING AT MUCH HIGHER RATES THAN THEIR PEERS. MASSINC ALSO WORKED WITH THE LEGISLATURE TO SECURE AMENDMENTS IN THE HOUSE AND SENATE BUDGETS FOR EARLY COLLEGE FUNDING AND EXPANSION. THE EARLY COLLEGE DISCUSSIONS CONTINUED IN OCTOBER 2021 DURING A VIRTUAL FORUM IN PARTNERSHIP WITH THE MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION AND LATINOS FOR EDUCATION. THIS FORUM CELEBRATED THE LEGISLATORS, EDUCATORS, AND CIVIC LEADERS POWERING THE EARLY COLLEGE MOVEMENT ACROSS THE STATE AND FEATURED REMARKS FROM COMMISSIONER CARLOS SANTIAGO, AND WAYS AND MEANS CO-CHAIRS, SENATOR MICHAEL RODRIGUES AND REPRESENTATIVE AARON MICHELWITZ. MASSINC FURTHER COLLABORATED WITH EXTERNAL PARTNERS IN THE RELEASE OF THE REPORT PATHWAYS TO ECONOMIC MOBILITY: IDENTIFYING THE LABOR MARKET VALUE OF COMMUNITY COLLEGE IN MASSACHUSETTS. PRODUCED IN PARTNERSHIP WITH THE BOSTON FOUNDATION AND THE KITTY AND MICHAEL DUKAKIS CENTER FOR URBAN AND REGIONAL POLICY, THE REPORT PRESENTS DATA ON THE IMPACT OF COMMUNITY COLLEGE ON EARNINGS AND EMPLOYMENT IN MASSACHUSETTS. 223942 TRANSFORMATIVE TRANSIT-ORIENTED DEVELOPMENT / GATEWAY HUBS:TOD CONSULTANT ANDRE LEROUX CONTINUED OUR PARTNERSHIP WITH THE GBH FORUM NETWORK, AND PRESENTED SEVERAL "TTOD TALKS" FOCUSED ON THE CHANGING WORLD OF PUBLIC TRANSPORTATION IN MASSACHUSETTS AND THE GATEWAY CITIES. MASSINC ALSO WORKED WITH WALK BOSTON TO HOST WALK AUDITS IN FITCHBURG, BROCKTON, AND HAVERHILL TO HELP MUNICIPALITIES BETTER UNDERSTAND THE USE OF PUBLIC SPACES IN 2021 AND HOW THEY CAN WORK TO ACTIVATE THEM TO INVIGORATE THEIR COMMUNITIES AND BETTER CATER TO THEIR RESIDENTS' NEEDS. MASSINC'S TTOD PROGRAM CONTINUED TO AMPLIFY THE PERSPECTIVE OF GATEWAY CITIES AS LEGISLATIVE BUDGET CONVERSATIONS TOOK PLACE. ANDRE LEROUX PUBLISHED THREE THOROUGH TESTIMONIES TO THE JOINT TRANSPORTATION COMMITTEE ON TRANSPORTATION REVENUE BILLS, LOW-INCOME AND ZERO-FARE BILLS, AND REGIONAL TRANSIT AUTHORITY (RTA) ADVANCEMENT BILLS. 2252068 1 1 0 0 0 0 0 0 0 0 1 1 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 1 0 0 0 0 0 1 1 0 0 0 1 16 0 1 16 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X THE ORGANIZATION 6177426800 11 BEACON STREET SUITE 500 BOSTON MA 02108 ANDREW J CALAMARE 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 THOMAS GREEN DIRECTOR 1.00 X 0 0 0 ANN-ELLEN HORNIDGE 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 TRIPP JONES DIRECTOR 1.00 X 0 0 0 JULIETTE KAYYEM 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 JENNIFER NASSOUR DIRECTOR 1.00 X 0 0 0 EILEEN O'CONNOR DIRECTOR 1.00 X 0 0 0 PAMELA O'SULLIVAN DIRECTOR 1.00 X 0 0 0 THOMAS PAPPAS DIRECTOR 1.00 X 0 0 0 LON POVICH DIRECTOR 1.00 X 0 0 0 DEAN RICHLIN DIRECTOR 1.00 X 0 0 0 KENNETH W ROBINSON DIRECTOR 1.00 X 0 0 0 MARK E ROBINSON DIRECTOR 1.00 X 0 0 0 ENEIDA ROMAN DIRECTOR 1.00 X 0 0 0 RICHARD TISEI DIRECTOR 1.00 X 0 0 0 ERIC TURNER DIRECTOR 1.00 X 0 0 0 LISA WONG DIRECTOR 1.00 X 0 0 0 GREGORY TORRES CHAIRMAN & TREASURER 1.00 X X 0 0 0 LAUREN LOUISON PRESIDENT 40.00 X X 171295 0 16471 BRUCE MOHL EDITOR & CLERK 40.00 X 118782 0 16731 JUANA MATIAS COO 40.00 X 157015 0 18039 BENJAMIN FORMAN RESEARCH DIRECTOR 40.00 X 107322 0 15984 CAROLINE HOLSTEIN DIRECTOR OF HR OPERATIONS 40.00 X 100650 0 14657 655064 0 81882 5 0 1 0 CHARLES KRAVETZ 31 BRADFORD ROAD WELLESLEY MA 02481 MAGAZINE FUNDRAISING CONSULTANT 144000 ANDRE LEROUX 264 RIVERSIDE AVENUE MEDFORD MA 02155 GATEWAY HUBS CONSULTING 109600 2 454800 3769016 4223816 ADVERTISING 511120 11867 11867 11867 9197 5935 3262 3262 3262 INVESTMENT INCOME - MP 900003 87053 87053 MANAGEMENT FEES 900099 12648 12648 99701 4338646 99701 11867 3262 X 516024 353705 18902 143417 612202 549008 34113 29081 20612 18034 1779 799 84679 67867 4038 12774 69555 53922 4132 11501 468140 327289 59303 81548 318 255 15 48 74897 60027 3572 11298 157142 131314 1113 24715 369 295 18 56 1997 1601 95 301 1059 849 50 160 8715 6985 415 1315 13499 10819 644 2036 RESEARCH 807030 646801 38492 121737 TELEPHONE 18086 14496 862 2728 PRINTING AND PUBLICATIO 7010 5618 335 1057 POSTAGE 3972 3183 190 599 81538 81538 2946844 2252068 249606 445170 107665 582963 50761 50761 75000 800000 633 633 108988 70659 46596 38329 111979 199032 448 0 393082 1671718 67445 51004 21059 227400 0 358846 468462 653691 540525 X -1077231 -528189 816622 1659382 -260609 1131193 393082 1671718 1391802 0 X X 0 1 X 1 0 X 698292 2306019 1851129 2158413 4223816 11237669 698292 2306019 1851129 2158413 4223816 11237669 4514604 6723065 12439 158437 94834 230791 87053 583554 11821223 98858 0.56870 0.49960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44271 12085 32186 64717 58574 6143 38329 199032 C 199032 DUE TO RELATED PARTY 249485 DEFERRED RENT 218977 468462 X PART X, LINE 2: MASSINC IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE MASSINC'S EXEMPT FUNCTION. MASSINC MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ITS EXEMPT FUNCTION. AS OF DECEMBER 31, 2021, MANAGEMENT BELIEVES THAT MASSINC HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. 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 STATEMENTS OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF DECEMBER 31, 2021. 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 LAUREN LOUISON PRESIDENT 171295 0 0 0 0 0 7853 0 8618 0 187766 0 0 0 JUANA MATIAS COO 157015 0 0 0 0 0 9421 0 8618 0 175054 0 0 0 MASSINC POLLING GROUP INC (MPG) THE ORGANIZATION OWNS 80% OF MPG AND HAS COMMON OFFICERS 807030 THE ORGANIZATION PURCHASED SERVICES IN THE AMOUNT OF $807,030 FROM MPG DURING THE YEAR ENDED DECEMBER 31, 2020. 1 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 DIRECTOR OF FINANCE AND OPERATIONS 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: PROGRAM SERVICE EXPENSES 14,785. MANAGEMENT AND GENERAL EXPENSES 880. FUNDRAISING EXPENSES 2,783. TOTAL EXPENSES 18,448. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 8,447. MANAGEMENT AND GENERAL EXPENSES 503. FUNDRAISING EXPENSES 1,590. TOTAL EXPENSES 10,540. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 304,057. MANAGEMENT AND GENERAL EXPENSES 57,920. FUNDRAISING EXPENSES 77,175. TOTAL EXPENSES 439,152. FORM 99, PART XII, LINE 2C. THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. MASSINC POLLING GROUP INC 18 TREMONT STREET BOSTON MA 02108 273708972 CONDUCTS POLLING, MARKET RESEARCH MA C 210578 199032 0.80000 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 MASSINC POLLING GROUP INC N 9197 FMV OF RENT MASSINC POLLING GROUP INC M 807030 FMV OF SERVICES PERFORMED MASSINC POLLING GROUP INC L 12648 FMV OF SERVICES PERFORMED