NEW ENGLAND ANTI-VIVISECTION SOCIETY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NEW ENGLAND ANTI-VIVISECTION SOCIETY (EIN 04-2104756)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-13
IRS object ID
202102869349301855
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-13T14:06:46-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043108635PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEONARD MULHERIN & GREENE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1625 GROVE STREETAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104756EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND ANTI-VIVISECTION SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWEBusinessNameControlTxt
Phone6175236020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 WASHINGTON STREET NO 850AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH LUICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6175236020PhoneNum
Signature2021-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSARAHPersonFirstNm
Person LastLUICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN M SNOWPreparerPersonNm
PTINP00641289PTIN
Phone7813564800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1RISE FOR ANIMALSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerNATHAN W HERSCHLER JDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 WASHINGTON STREET NO 850AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,661,697GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RISEFORANIMALS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1895FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO INCREASE PUBLIC AWARENESS OF AND SUPPORT TO END ANIMAL EXPERIMENTS IN LABORATORIES AND CLASSROOMS AND TO REPLACE THEM WITH ETHICALLY AND SCIENTIFICALLY SUPERIOR ALTERNATIVES.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$329,328PYContributionsGrantsAmt
CY Contributions Grants$538,040CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$390,303PYInvestmentIncomeAmt
CY Investment Income$396,406CYInvestmentIncomeAmt
PY Other Revenue$8,411PYOtherRevenueAmt
CY Other Revenue$18,056CYOtherRevenueAmt
PY Total Revenue$728,042PYTotalRevenueAmt
CY Total Revenue$952,502CYTotalRevenueAmt
PY Grants And Similar Paid$53,784PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$576,847PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$802,089CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$101,323CYTotalFundraisingExpenseAmt
PY Other Expenses$863,004PYOtherExpensesAmt
CY Other Expenses$1,328,633CYOtherExpensesAmt
PY Total Expenses$1,493,635PYTotalExpensesAmt
CY Total Expenses$2,130,722CYTotalExpensesAmt
PY Revenues Less Expenses-$765,593PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,178,220CYRevenuesLessExpensesAmt
Total Assets BOY$6,903,952TotalAssetsBOYAmt
Total Assets EOY$5,877,595TotalAssetsEOYAmt
Total Liabilities BOY$247,773TotalLiabilitiesBOYAmt
Total Liabilities EOY$188,090TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,656,179NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,689,505NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFOUNDED IN 1895, THE NEW ENGLAND ANTI-VIVISECTION SOCIETY D/B/A RISE FOR ANIMALS IS A BOSTON-BASED, NATIONAL ANIMAL ADVOCACY ORGANIZATION DEDICATED TO ENDING THE USE OF ANIMALS IN RESEARCH, TESTING, AND SCIENCE EDUCATION. THROUGH RESEARCH, OUTREACH, EDUCATION, LEGISLATION, AND POLICY CHANGE, RISE FOR ANIMALS ADVOCATES FOR REPLACING ANIMALS WITH MODERN ALTERNATIVES THAT ARE ETHICALLY, HUMANELY, AND SCIENTIFICALLY SUPERIOR.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,811,821ExpenseAmt
DescCAMPAIGNS: PROGRAM WORK THAT AIMS TO INCREASE PUBLIC AWARENESS OF AND SUPPORT TO END THE USE OF ANIMALS IN RESEARCH OR TO CHANGE SOCIETAL OR INSTITUTIONAL PRACTICES REGARDING GENERAL OR SPECIFIC ANTI-VIVISECTION ISSUES.EDUCATION: PROGRAM WORK THAT AIMS TO EDUCATE AND SUPPORT STUDENTS AT ALL LEVELS OF PUBLIC OR PRIVATE EDUCATION AND PROFESSIONAL TRAINING REGARDING THE USE OF ALTERNATIVES TO CLASSROOM ANIMAL USE OR TO CHANGE EDUCATIONAL INSTITUTIONAL PRACTICES REGARDING THE HARMFUL USE OF ANIMALS IN EDUCATION.GRANTS/AWARDS: PROGRAM WORK THAT SUPPORTS COLLABORATION WITH LIKE MINDED INDIVIDUALS AND ORGANIZATIONS.Desc
Total Program Service Expenses$1,811,821TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6175236020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 WASHINGTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
SARAH LUICK
PRESIDENT AND CLERK5.00Yes (X)Yes (X)$0$0$0
BRUCE FRIEDRICH
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
HEATHER COURTNEY
TREASURER5.00Yes (X)Yes (X)$0$0$0
MARGE PEPPERCORN
PRESIDENT(THRU 4/2020)5.00Yes (X)Yes (X)$0$0$0
PERRY STEINBERG
TREASURER (THRU 4/2020)5.00Yes (X)Yes (X)$0$0$0
ANGELA STEADMAN
CLERK (THRU 4/2020)5.00Yes (X)Yes (X)$0$0$0
NATHAN W HERSCHLER JD
EXECUTIVE DIRECTOR40.00Yes (X)$115,249$0$620
EDWARD BUTLER
DIR. OF DEVELOPMENT AND COMM.40.00$113,995$0$12,150Yes (X)
MICHAEL RYAN
DIR. OF GOVERNMENT RELATIONS40.00$117,500$0$8,467Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$346,744TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$21,237TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AB DATA LTDBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 AB DATA DRIVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53217ZIPCd
FieldValueIRS element (for citing)
ServicesFUNDRAISING CONSULTANTServicesDesc
Compensation$156,669CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$538,040AllOtherContributionsAmt
Total Contributions$538,040TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$107,692TotalRevenueColumnAmt
Exclusion$107,692ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,997,909SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,709,195SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$288,714SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$288,714TotalRevenueColumnAmt
Exclusion$288,714ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$18,056TotalRevenueColumnAmt
Related Or Exempt Func Income$18,056RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$18,056OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$952,502TotalRevenueColumnAmt
Related Or Exempt Func Income$18,056RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$396,406ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$673,141TotalAmt
Program Services$609,798ProgramServicesAmt
Management And General$15,733ManagementAndGeneralAmt
Fundraising$47,610FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,187TotalAmt
Program Services$6,469ProgramServicesAmt
Management And General$180ManagementAndGeneralAmt
Fundraising$538FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$69,665TotalAmt
Program Services$35,970ProgramServicesAmt
Management And General$31,566ManagementAndGeneralAmt
Fundraising$2,129FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$52,096TotalAmt
Program Services$19,134ProgramServicesAmt
Management And General$31,465ManagementAndGeneralAmt
Fundraising$1,497FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$631,534TotalAmt
Program Services$567,015ProgramServicesAmt
Management And General$53,790ManagementAndGeneralAmt
Fundraising$10,729FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$128,069TotalAmt
Program Services$100,915ProgramServicesAmt
Management And General$6ManagementAndGeneralAmt
Fundraising$27,148FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,319TotalAmt
Program Services$2,075ProgramServicesAmt
Management And General$14,979ManagementAndGeneralAmt
Fundraising$265FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$28,106TotalAmt
Program Services$28,106ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,594TotalAmt
Program Services$14,900ProgramServicesAmt
Management And General$1,978ManagementAndGeneralAmt
Fundraising$716FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,300TotalAmt
Program Services$5,271ProgramServicesAmt
Management And General$18,275ManagementAndGeneralAmt
Fundraising$754FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER PROGRAM EXPENSES$270,564$270,564$0$0
WEBSITE AND BRANDING$52,205$52,205
POSTAGE AND SHIPPING$43,193$41,783$1,410
CONDOMINIUM MGMT. FEES$39,683$8,397$30,085$1,201

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$76,066TotalAmt
Program Services$49,219ProgramServicesAmt
Management And General$18,111ManagementAndGeneralAmt
Fundraising$8,736FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,130,722TotalAmt
Program Services$1,811,821ProgramServicesAmt
Management And General$217,578ManagementAndGeneralAmt
Fundraising$101,323FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$186,861BOYAmt
EOY$86,693EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,046BOYAmt
EOY$1,047EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,184BOYAmt
EOY$87,465EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,561BOYAmt
EOY$11,204EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$801,079LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$769,593LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$49,080BOYAmt
EOY$31,486EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,620,220BOYAmt
EOY$5,659,700EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,903,952BOYAmt
EOY$5,877,595EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$100,737BOYAmt
EOY$74,590EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$113,500EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$147,036BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$247,773BOYAmt
EOY$188,090EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,935,980BOYAmt
EOY$4,997,807EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$720,199BOYAmt
EOY$691,698EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,656,179BOYAmt
EOY$5,689,505EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,903,952BOYAmt
EOY$5,877,595EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,178,220ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$230,221NetUnrlzdGainsLossesInvstAmt
Investment Expense-$18,675InvestmentExpenseAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$468,202CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$477,341CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$352,243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$329,328CurrentTaxYearMinus1YearAmt
Current Tax Year$538,040CurrentTaxYearAmt
Total$2,165,154TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$468,202CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$477,341CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$352,243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$329,328CurrentTaxYearMinus1YearAmt
Current Tax Year$538,040CurrentTaxYearAmt
Total$2,165,154TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,165,154PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$229,655CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$276,909CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$196,203CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$136,283CurrentTaxYearMinus1YearAmt
Current Tax Year$107,692CurrentTaxYearAmt
Total$946,742TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$452CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,411CurrentTaxYearMinus1YearAmt
Current Tax Year$18,056CurrentTaxYearAmt
Total$27,205TotalAmt
FieldValueIRS element (for citing)
Total Support$3,139,101TotalSupportAmt
Public Support CY1700.68970PublicSupportCY170Pct
Public Support PY1700.69490PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$80,000DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$80,000TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHIS WORK WAS DONE TO GAIN SUPPORT FOR H.R.2850 - HUMANE RETIREMENT ACT IN AN EFFORT TO GET THIS TO BECOME LAW. PHONE CALLS AND VIRTUAL MEETINGS WERE CONDUCTED TO GAIN SUPPORT FOR THIS EFFORT.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$720,199BeginningYearBalanceAmt
Investment Earnings Or Losses$25,094InvestmentEarningsOrLossesAmt
Other Expenditures$53,595OtherExpendituresAmt
End Year Balance$691,698EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$734,709BeginningYearBalanceAmt
Investment Earnings Or Losses$43,416InvestmentEarningsOrLossesAmt
Other Expenditures$57,926OtherExpendituresAmt
End Year Balance$720,199EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$842,006BeginningYearBalanceAmt
Investment Earnings Or Losses-$43,578InvestmentEarningsOrLossesAmt
Other Expenditures$63,719OtherExpendituresAmt
End Year Balance$734,709EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$905,844BeginningYearBalanceAmt
Investment Earnings Or Losses$5,242InvestmentEarningsOrLossesAmt
Other Expenditures$69,080OtherExpendituresAmt
End Year Balance$842,006EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$982,972BeginningYearBalanceAmt
Investment Earnings Or Losses-$2,439InvestmentEarningsOrLossesAmt
Other Expenditures$74,689OtherExpendituresAmt
End Year Balance$905,844EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.55100PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.44900TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$630,958OtherCostOrOtherBasisAmt
Depreciation$599,472DepreciationAmt
Book Value$31,486BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$170,121OtherCostOrOtherBasisAmt
Depreciation$170,121DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$31,486TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,164,048TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$230,221NetUnrealizedGainsInvstAmt
Other Revenue-$18,675OtherRevenueAmt
Revenue Not Reported$211,546RevenueNotReportedAmt
Revenue Subtotal$952,502RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$952,502TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,130,722TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,130,722ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,130,722TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO EXTENT ALLOWABLE BY STATE LAW, AN ANNUAL APPROPRIATION OF ENDOWMENT FUND ASSETS IS MADE TO SUPPORT THE ORGANIZATION'S OPERATIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEES -18,675.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR REVIEWS THE RETURN IN A DRAFT FORM. RESULTANT COMMENTS AND CHANGES ARE INCORPORATED BY THE RETURN PREPARER. A FINAL VERSION OF THE FORM 990 IS THEN PROVIDED VIA E-MAIL TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS AND DIRECTORS ARE REQUIRED TO CERTIFY CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THIS IS DONE AND REVIEWED IN CONNECTION WITH THE ORGANIZATION'S ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED ON AN ANNUAL BASIS IN CONNECTION WITH THE ORGANIZATION'S BUDGETING PROCESS. IF THE BUDGET ALLOWS FOR A RAISE, THE BOARD DETERMINES THE AMOUNT OF THE COMPENSATION USING DATA FOR COMPARABLE ORGANIZATIONS. THE FULL BOARD DETERMINES SALARY RANGES FOR ALL POSITIONS, AGAIN BY USING DATA FOR COMPARABLE ORGANIZATIONS. THE EXECUTIVE DIRECTOR IS THEN AUTHORIZED TO DETERMINE THE INDIVIDUAL SALARY AMOUNTS WITHIN THE RESPECTIVE APPROVED RANGES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA ITS WEBSITE AND BY WAY OF THE WEBSITE OF A MA STATE REGULATORY AGENCY.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL EXPENSES: PROGRAM SERVICE EXPENSES 567,015. MANAGEMENT AND GENERAL EXPENSES 53,790. FUNDRAISING EXPENSES 10,729. TOTAL EXPENSES 631,534.

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