2022-11-15T08:44:48-06:00 2021-12-31 475422543 KENNETH FREED & COMPANY PC 400 WEST CUMMINGS PARK SUITE 5850 WOBURN MA 018017238 990 2021-01-01 043272715 CIVIL SOCIETY INSTITUTE INC C/O STANTON & COMPANY CIVI 7819331744 400 W CUMMINGS PARK 5850 WOBURN MA 01801 PAM SOLO PRESIDENT 7819331744 2022-11-14 1 PAM SOLO 999009999 CHARLES HULBERT JR CPA P01253253 6174241100 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAM SOLO C/O STANTON CO 400 W CUMMINGS PK 5850 WOBURN MA 01801 385514 0 X WWW.CIVILSOCIETYINSTITUTE.ORG X 1995 MA TO PROMOTE THE ROLE OF A CIVIL SOCIETY 4 3 1 3 0 0 339000 345000 42000 40000 191125 514 8638 0 580763 385514 94500 189765 0 0 276618 271043 0 0 28426 511373 418219 882491 879027 -301728 -493513 2503744 2134667 76624 75840 2427120 2058827 X THE INSTITUTE WAS FOUNDED WITH A MISSION TO SUPPORT THE SECTORS OF THE CIVIL SOCIETY AT THE LOCAL AND INTERNATIONAL LEVELS BY PROMOTING COMMUNITY DEVELOPMENT EFFORTS, HUMAN AND CIVIL RIGHTS, AND SOCIAL AND ECONOMIC EQUITY. THE INSTITUTE PROMOTES INTERNATIONAL PEACE AND SUSTAINABLE DEVELOPMENT THROUGH SEVERAL PROGRAM ACTIVITIES. 0 0 698408 189765 THE ORGANIZATION FOCUSES ON RESEARCH, WRITING AND EDUCATION ON ISSUES HAVING TO DO WITH CIVIC ENGAGEMENT, SOCIAL SCIENCE RESEARCH ON PUBLIC OPINION ON NATIONAL AND INTERNATIONAL ISSUES, LEADERSHIP AND PROBLEM SOLVING. ALSO, WATER POLICIES AND RENEWABLE ENERGY CONTINUE TO BE AREAS OF RESEARCH AND WRITING. TO ACCOMPLISH THESE OBJECTIVES, IN ADDITION TO OTHER OPERATING COSTS, THE ORGANIZATION MADE GRANTS TO 12 ORGANIZATIONS. 698408 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 7 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X X X PAM SOLO CO STANTON & CO 7819331744 400 W CUMMINGS PK 5850 WOBURN MA 01801 FRANK SMITH DIRECTOR 1.00 X 0 0 0 JOHN VAN RENS DIRECTOR 1.00 X 0 0 0 PAM SOLO PRESIDENT & EXEC. DIRECTOR 40.00 X 220000 0 35238 GAIL PRESSBERG TREASURER/CLERK/SECRETARY 1.00 X 0 0 0 220000 0 35238 1 0 1 0 GUIDEHOUSE INC 4511 PAYSPHERE CIRCLE CHICAGO IL 60674 CONSULTING 120000 ANDREA CAMP 15 N BEAUMONT AVENUE CANTONSVILLE MD 21228 CONSULTING 103000 2 10000 335000 345000 CONSULTING 541610 40000 40000 40000 514 514 385514 40000 0 514 X 189765 189765 255238 191429 38285 25524 3761 2820 565 376 12044 9033 1807 1204 67454 67454 2793 2793 311315 295075 16240 13548 369 13179 8648 6167 1659 822 2163 2163 5000 3750 750 500 PRINTING & POSTAGE 5691 5691 DUES & SUBSCRIPTIONS 1607 1607 879027 698408 152193 28426 528387 152858 1969443 1967223 10000 3113 619 24397 23543 5854 854 60 2503744 2134667 76624 75840 76624 75840 X 2427120 2058827 2427120 2058827 2503744 2134667 X -493513 125220 X 1 X 0 0 0 X 276691 361000 60000 339000 345000 1381691 276691 361000 60000 339000 345000 1381691 738844 642847 76781 82220 68006 10448 514 237969 1619660 112000 0.39690 0.24060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 879027 879027 156854 39214 0 0 243537 179463 157374 156854 737228 1105842 60884 44866 39344 39214 184308 276462 24397 23543 854 854 X PART X, LINE 2: THE INSTITUTE'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE INSTITUTE'S OPEN AUDIT PERIODS ARE 2018-2021. MANAGEMENT BELIEVES ITS SIGNIFICANT TAX POSITIONS ARE 1) THE TREATMENT OF THE INSTITUTE AS A TAX-EXEMPT ENTITY, 2) THE CLASSIFICATION OF INCOME AS TAX-EXEMPT, RELATED OR EXEMPT FUNCTION INCOME AND 3) THE DETERMINATION THAT THERE IS NO UNRELATED TAXABLE BUSINESS INCOME. AS OF DECEMBER 31, 2021, MANAGEMENT EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS REQUIRING ACCOUNTING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE ITS EVALUATION OF TAX POSITIONS WILL SIGNIFICANTLY CHANGE WITHIN TWELVE MONTHS OF DECEMBER 31, 2021. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. THE INSTITUTE BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. 1 MAYA EDUCATIONAL FOUNDATION INC PO BOX 1483 WELLFLEET MA 02667 030335159 501(C)(3) 82000 0 CASH = FMV GENERAL OPERATING AND SUPPORT BOSTON THEATER COMPANY INC PO BOX 301997 JAMAICA PLAIN MA 02130 461190476 501(C)(3) 10400 0 CASH = FMV GENERAL OPERATING AND SUPPORT VITAL IMPACTS 400 W BROADWAY ST STE 101 243 MISSOULA MT 59802 871543337 501(C)(3) 5020 0 CASH = FMV GENERAL OPERATING AND SUPPORT TRURO CENTER FOR THE ARTS AT CASTLE HILL INC PO BOX 756 TRURO MA 02666 237187427 501(C)(3) 6500 0 CASH = FMV GENERAL OPERATING AND SUPPORT ROCKY MOUNTAIN INSTITUTE 2490 JUNCTION PLACE STE 200 BOULDER CO 80301 742244146 501(C)(3) 80000 0 CASH = FMV GENERAL OPERATING AND SUPPORT 5 0 PART I, LINE 2: THE INSTITUTE REQUIRES THAT EACH ORGANIZATION RECEIVING A GRANT PROVIDE THE INSTITUTE WITH PERIODIC REPORTS DEMONSTRATING THE USE OF THE FUNDS AND THE OBJECTIVES ACHIEVED. X 0 0 0 0 0 0 0 0 0 PAM SOLO PRESIDENT & EXEC. DIRECTOR 220000 0 0 0 0 0 30840 0 4398 0 255238 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS NOT REVIEWED BY THE ENTIRE BOARD. THE BOARD'S PRESIDENT AND EXECUTIVE DIRECTOR IS GIVEN THE RESPONSIBILITY OF REVIEWING AND APPROVING THE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE'S BOARD REVIEWS TRANSACTIONS AGAINST LIST OF DISCLOSED CONFLICTS TO ENSURE THAT POTENTIAL CONFLICTS WILL BE AVOIDED. FORM 990, PART VI, SECTION B, LINE 15A THE INSTITUTE'S BOARD OBTAINED SALARY FIGURES FROM REGIONAL AND NATIONAL NONPROFIT ORGANIZATIONS AND FOUNDATIONS TO SET THE INITIAL COMPENSATION OF ITS EXECUTIVE DIRECTOR AND KEY EMPLOYEES. THE RESULTS OF THE STUDY WERE THEN REVIEWED BY THE INSTITUTE'S CPA TO PROVIDE AN INDEPENDENT PERSPECTIVE ON THE OVERALL COMPENSATION STRUCTURE. ANNUALLY, THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE INSTITUTE'S EXECUTIVE DIRECTOR AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 A COPY OF FORM 990 IS FILED ANNUALLY WITH MASSACHUSSETS ATTORNEY GENERAL'S OFFICE. AS PART OF THEIR PROCEDURE, THE DOCUMENT IS SCANNED AND MADE AVAILABLE TO THE PUBLIC. ADDITIONALLY, A REPRODUCTION OF THE RETURN CAN BE FOUND ON GUIDESTAR'S WEBSITE. FINALLY, COPIES OF ORGANIZATIONAL DOCUMENTS CAN BE REQUESTED DIRECTLY FROM THE ORGANIZATION'S MANAGEMENT BY CONTACTING THEM AT THEIR OFFICE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 295,075. MANAGEMENT AND GENERAL EXPENSES 500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 295,575. PENSION ADMINISTRATION COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,740. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,740. FORM 990, PART XI, LINE 9: RETURN OF UNSUSED GRANT EXPENDITURE 125,220. SCHEDULE R, PART V, LINE 2, COLUMN (D) ALL ITEMS REPORTED REFLECT ACTUAL CASH TRANSFERS AND, THEREFORE, REPRESENT ACTUAL FAIR VALUE AT TIME OF TRANSFER. THE LUCRETIA FUND INC C/O STANTON CO 400 W CUMMINGS PK 58 WOBURN MA 01801 043322483 TO PROMOTE CIVIL SOCIETY MA 501(C)(3) LINE 12A, I 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE LUCRETIA FUND INC C 10000 SEE SCHEDULE O FOR EXPLANATION