2019-11-06T12:54:55-06:00 2018-12-31 042734675 DANIEL DENNIS AND COMPANYLLP 990 WASHINGTON STREET DEDHAM MA 02026 990 2018-01-01 222673755 BOSTON MUNICIPAL RESEARCH BUREAU BOST 6172271900 333 WASHINGTON STREET NO 854 BOSTON MA 02108 SAMUEL R TYLER PRESIDENT 6172271900 2019-11-06 KRISTOFFER LANE P01446126 6172629898 2019-11-06 104.247.61.254 2019-11-06 13:54:14 ES P C0DB4B4E294F29545614962C601DF34AE41297FC F0BF9D204A463FCB632D5512197AFBB8B1CE2E85 2018 2020-04-17 16:48:07Z PAM KOCHER 333 WASHINGTON STREET NO 854 BOSTON MA 02108 869479 0 X N/A X 1985 MA MONITOR AND PUBLISH ADMINISTRATIVE AND FINANCIAL ISSUES CONCERNING THE CITY OF BOSTON. 67 66 7 0 0 0 816696 798807 0 0 19198 17972 -136662 0 699232 816779 0 0 0 0 763686 800696 0 0 47861 150414 210702 914100 1011398 -214868 -194619 1523913 1298826 102763 150458 1421150 1148368 TO PROVIDE OBJECTIVE AND IMPARTIAL RESEARCH AND POLICY ANALYSIS IN ORDER TO PROMOTE MORE EFFICIENT, EFFECTIVE AND RESPONSIBLE GOVERNMENT FOR THE CITY OF BOSTON. 0 0 611355 IMPARTIAL AND OBJECTIVE RESEARCH IN PROBLEMS OF ADMINISTRATION AFFECTING THE CITY OF BOSTON. INFORM PUBLIC ABOUT FINANCING AND ASSIST OFFICIALS IN IMPROVING PUBLIC MANAGEMENT 611355 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 7 1 0 0 0 0 0 0 0 0 0 0 X 67 66 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 1 0 0 MA X MRS PAM KOCHER PRESIDENT 6172271900 333 WASHINGTON STREET SUITE 854 BOSTON MA 02108 X TIMOTHY L BUCKLEY TREASURER 1.00 X X 0 0 0 THOMAS E SAMOLUK CHAIRMAN 1.00 X X 0 0 0 MARTY JONES VICE CHAIRMAN 1.00 X X 0 0 0 ANITA S AGAJANIAN DIRECTOR 1.00 X 0 0 0 MARK K BEATTIE DIRECTOR 1.00 X 0 0 0 DAVID BEGELFER DIRECTOR 1.00 X 0 0 0 PETER T BOWMAN DIRECTOR 1.00 X 0 0 0 DONALD BALDINI DIRECTOR 1.00 X 0 0 0 DONALD CHIOFARO DIRECTOR 1.00 X 0 0 0 RICHARD P BEAL DIRECTOR 1.00 X 0 0 0 ALLAN CAGGIANO DIRECTOR 1.00 X 0 0 0 KARA L BUCKLEY DIRECTOR 1.00 X 0 0 0 LAWRENCE CURTIS DIRECTOR 1.00 X 0 0 0 LAWRENCE S DICARA DIRECTOR 1.00 X 0 0 0 RONALD M DRUKER DIRECTOR 1.00 X 0 0 0 EDWARD F DAVIS DIRECTOR 1.00 X 0 0 0 RORY CLUNE DIRECTOR 1.00 X 0 0 0 DANA GRIFFIN DIRECTOR 1.00 X 0 0 0 PATRICK HASWELL DIRECTOR 1.00 X 0 0 0 PATRICK LEE DIRECTOR 1.00 X 0 0 0 ROSALIND E GORIN DIRECTOR 1.00 X 0 0 0 DAVID GREANEY DIRECTOR 1.00 X 0 0 0 JOHN E DREW DIRECTOR 1.00 X 0 0 0 RICHARD C MURAIDA DIRECTOR 1.00 X 0 0 0 PIERCE J HALEY DIRECTOR 1.00 X 0 0 0 THOMAS J KEADY JR DIRECTOR 1.00 X 0 0 0 WILLIAM F KENNEDY DIRECTOR 1.00 X 0 0 0 LEE PELTON DIRECTOR 1.00 X 0 0 0 KATHY SPEIGELMAN DIRECTOR 1.00 X 0 0 0 ALAN M LEVENTHAL DIRECTOR 1.00 X 0 0 0 DOUGLAS T LINDE DIRECTOR 1.00 X 0 0 0 CATHY E MINEHAN DIRECTOR 1.00 X 0 0 0 KENNETH C MONTGOMERY DIRECTOR 1.00 X 0 0 0 MARK B KERWIN DIRECTOR 1.00 X 0 0 0 J KEITH MOTLEY DIRECTOR 1.00 X 0 0 0 JUSTIN HOLMES DIRECTOR 1.00 X 0 0 0 TIMOTHY G MURNANE DIRECTOR 1.00 X 0 0 0 JOHN A NUCCI DIRECTOR 1.00 X 0 0 0 KEVIN C PHELAN DIRECTOR 1.00 X 0 0 0 JOHN B HYNES III DIRECTOR 1.00 X 0 0 0 DEAN RICHLIN DIRECTOR 1.00 X 0 0 0 CURTIS KEMENY DIRECTOR 1.00 X 0 0 0 CHARLENE RIDEOUT DIRECTOR 1.00 X 0 0 0 WALTER J ST ONGE III DIRECTOR 1.00 X 0 0 0 SHAWN WARREN DIRECTOR 1.00 X 0 0 0 KIMBERLY SHERMAN STAMLER DIRECTOR 1.00 X 0 0 0 AMY LATIMER DIRECTOR 1.00 X 0 0 0 JEEVAN RAMAPRIYA DIRECTOR 1.00 X 0 0 0 NICOLE R MILLS DIRECTOR 1.00 X 0 0 0 THOMAS N O'BRIEN DIRECTOR 1.00 X 0 0 0 JAMES J SULLIVAN DIRECTOR 1.00 X 0 0 0 ERIC P KRAUSS DIRECTOR 1.00 X 0 0 0 ADAM J WEINER DIRECTOR 1.00 X 0 0 0 JOHN RIORDAN DIRECTOR 1.00 X 0 0 0 MAHMOOD MALIHI DIRECTOR 1.00 X 0 0 0 NICHOLAS K MOISE DIRECTOR 1.00 X 0 0 0 JESSE STANESA DIRECTOR 1.00 X 0 0 0 JAMES TIERNEY DIRECTOR 1.00 X 0 0 0 CHRISTINE WALSH DIRECTOR 1.00 X 0 0 0 MARILYN SWARTZ-LLOYD DIRECTOR 1.00 X 0 0 0 MICHAEL WOODALL DIRECTOR 1.00 X 0 0 0 JEFF BELLOWS DIRECTOR 1.00 X 0 0 0 ROBERT JONES DIRECTOR 1.00 X 0 0 0 MATTHEW J KIEFER DIRECTOR 1.00 X 0 0 0 TARA O'DONNELL DIRECTOR 1.00 X 0 0 0 KEVIN SULLIVAN DIRECTOR 1.00 X 0 0 0 ANNIE TOMASINI DIRECTOR 1.00 X 0 0 0 ROBERT L BEAL DIRECTOR EMERITUS 1.00 X 0 0 0 GEORGE M LOVEJOY JR DIRECTOR EMERITUS 1.00 X 0 0 0 THOMAS L P O'DONNELL DIRECTOR EMERITUS 1.00 X 0 0 0 SAMUEL R TYLER PRESIDENT 40.00 X 270325 0 0 270325 0 0 1 0 1 0 0 386400 248861 163546 798807 17972 17972 52700 385000 52700 0 816779 17972 0 0 X 270325 171089 85828 13408 403512 255383 128115 20014 40545 22570 15354 2621 44370 31176 11608 1586 41944 26548 13318 2078 15000 9494 4763 743 105027 66475 33348 5204 21521 13621 6833 1067 4343 2749 1379 215 0 3598 2277 1142 179 OTHER FACILITIES & UTIL 45492 45492 DUES, SUBSCRIPTIONS AND 11227 7106 3565 556 MISCELLANEOUS 2349 1509 756 84 PENSION ADMIN FEES 2145 1358 681 106 1011398 611355 352182 47861 271406 247487 150000 0 27200 44350 8848 8848 330099 330099 0 0 1066459 998141 1523913 1298826 81263 132458 21500 18000 102763 150458 X 1183431 998368 237719 150000 1421150 1148368 1523913 1298826 -194619 -78163 0 X X 0 1 X 1 0 X 620360 765250 715776 680034 798807 3580227 620360 765250 715776 680034 798807 3580227 3580227 19031 16893 17184 19198 17972 90278 3670505 0.97540 0.97680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 330099 330099 0 0 EQUITY SECURITIES 998141 F 998141 X 738616 -78163 -78163 816779 0 816779 1011398 0 1011398 0 1011398 PART X, LINE 2: THE BUREAU IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM STATE INCOME TAXES UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS. UNRELATED BUSINESS INCOME, OF WHICH THERE WAS NONE FOR 2018, WOULD BE SUBJECT TO FEDERAL AND STATE INCOME TAXES. CONSEQUENTLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT ANY PROVISION FOR INCOME TAXES. THE BUREAU EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTY THEREON WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR FINANCIAL STATEMENTS. AT DECEMBER 31, 2018, THE BUREAU BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS WITHIN ANY OF ITS OPEN TAX YEARS. SHATTUCK AWARDS 252500 235000 17500 ANNUAL MEETING 185200 150000 35200 437700 385000 52700 52700 X 0 0 0 0 0 0 0 0 0 SAMUEL R TYLER PRESIDENT 270325 0 0 0 0 0 0 0 0 0 270325 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE COMMITTEE MAKES DECISIONS AND THE BOARD OF DIRECTORS APPROVES DECISIONS. FORM 990, PART VI, SECTION A, LINE 7B THE EXECUTIVE COMMITTEE MAKES DECISIONS AND THE BOARD OF DIRECTORS APPROVES DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS AND THE AUDIT COMMITTEE REVIEW AND APPROVE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C POLICIES ARE SIGNED ANNUALLY BY ALL EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD APPROVES COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION FILES FORM 990 WITH FORM PC WITH THE MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL DIVISION OF PUBLIC CHARITIES WHICH IS OPEN TO THE PUBLIC FOR REVIEW. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 66,475. MANAGEMENT AND GENERAL EXPENSES 33,348. FUNDRAISING EXPENSES 5,204. TOTAL EXPENSES 105,027. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.