2017-04-06T12:43:01-05:00 2016-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2015-07-01 042261109 THIRD SECTOR NEW ENGLAND INC THIR 6175236565 LINCOLN PLAZA 89 SOUTH ST NO 700 BOSTON MA 02111 LEE SWISLOW INTERIM CEO 6175236565 2017-03-31 1 CRAIG KLEIN P00734640 6177610600 2017-03-31 2015 2021-01-29 14:40:06Z LEE SWISLOW LINCOLN PLAZA 89 SOUTH ST NO 700 BOSTON MA 02111 55327911 0 X WWW.TSNE.ORG X 1959 MA THIRD SECTOR NEW ENGLAND PROVIDES INFORMATION AND SERVICES TO BUILD THE KNOWLEDGE, POWER AND EFFECTIVENESS OF NONPROFIT ORGANIZATIONS THAT ENGAGE PEOPLE IN COMMUNITY AND PUBLIC LIFE. WE ACT ALSO TO PROMOTE WIDER RECOGNITION OF COMMUNITY BASED ORGANIZATIONS AS THE PRIMARY STEWARDS OF OUR CORE SOCIETAL VALUES. THE ULTIMATE INTENTION OF OUR WORK IS TO CREATE A MORE JUST AND DEMOCRATIC SOCIETY. 12 12 487 300 -3925 -3925 19634210 30859653 12807442 16352314 562329 810725 3598930 3038061 36602911 51060753 2139630 3404718 0 0 16505541 21331264 49998 43974 425956 14620841 17834416 33316010 42614372 3286901 8446381 65935862 73950923 20364826 20525943 45571036 53424980 X THIRD SECTOR NEW ENGLAND PROVIDES INFORMATION AND SERVICES TO BUILD THE KNOWLEDGE, POWER AND EFFECTIVENESS OF NONPROFIT ORGANIZATIONS THAT ENGAGE PEOPLE IN COMMUNITY AND PUBLIC LIFE. WE ACT ALSO TO PROMOTE WIDER RECOGNITION OF COMMUNITY BASED ORGANIZATIONS AS THE PRIMARY STEWARDS OF OUR CORE SOCIETAL VALUES. THE ULTIMATE INTENTION OF OUR WORK IS TO CREATE A MORE JUST AND DEMOCRATIC SOCIETY. 0 0 34968481 3185234 13186058 THROUGH AN ARRAY OF CAPACITY BUILDING SERVICES AND MANAGEMENT SUPPORT PROGRAMS, THIRD SECTOR NEW ENGLAND BUILDS THE LEADERSHIP AND EFFECTIVENESS OF INDIVIDUALS AND GROUPS TO CREATE A MORE JUST AND DEMOCRATIC SOCIETY.THIRD SECTOR NEW ENGLAND'S FISCAL SPONSORSHIP PROGRAM PROVIDES MANAGEMENT SUPPORT TO MISSIONDRIVEN GROUPS THAT FOCUS THEIR WORK ON ISSUES AFFECTING THE ROOT CAUSES OF SOCIAL PROBLEMS. WE SUPPORT ALL PROJECTS WITH A BROAD ARRAY OF ADMINISTRATIVE SERVICES. TSNE MANAGES NONPROFIT PROJECTS FINANCES, GOVERNANCE, HUMAN RESOURCES, INSURANCE NEEDS AND OTHER INCREASINGLY COMPLEX COMPLIANCE ISSUES ASSOCIATED WITH RUNNING A STAND ALONE NONPROFIT. THROUGH THESE SUPPORT SERVICES FOR A VARIETY OF INDIVIDUAL PROJECTS, WE SEEK TO PROVIDE WIDER ACCESS TO RESOURCES & SERVICES FOR PEOPLE SYSTEMATICALLY DENIED FAIR ACCESS. PROJECT-BASED WORK ADDRESSES ISSUES SUCH AS CIVIL & OTHER BASIC HUMAN RIGHTS, ENVIRONMENTAL SUSTAINABILITY, FOOD SECURITY AND ACCESS TO HEALTH CARE, HOUSING AND EDUCATION 2923280 219484 1210091 TSNE'S CONSULTING SERVICES ASSIST NON-PROFITS IN BUILDING ORGANIZATIONAL CAPACITY USING A WHOLE SYSTEMS APPROACH. A BROAD RANGE OF SERVICES ARE OFFERED THAT INCLUDE ORGANIZATIONAL ASSESSMENT, BOARD DEVELOPMENT, EXECUTIVE TRANSITIONS MANAGEMENT, SUCCESSION PLANNING, PROGRAM EVALUATION, AND STRATEGIC PLANNING. OUR CONSULTANTS ALSO ENGAGE IN FIELD BUILDING PROJECTS WHICH AFFECT COALITIONS OR HAVE BROAD COMMUNITY IMPACT. 2890870 2795621 THE NONPROFIT CENTER IS BOSTON'S HOME FOR PROGRESSIVE SOCIAL CHANGE NONPROFITS AND A RESOURCE FOR THE LARGER NONPROFIT COMMUNITY. WITH 110,000 SQUARE FEET OF OFFICE SPACE AND MEETING SPACE, THE CENTER IS A HUB FOR NONPROFITS IN THE BOSTON AREA. DEVELOPED USING SUSTAINABLE DESIGN, THE CENTER'S MISSION IS TO FOSTER COLLABORATION AND ENHANCE ORGANIZATIONAL STABILITY. THE CENTER'S TENANTS ARE MISSION-FOCUSED NONPROFITS COMMITTED TO MAKING A POSITIVE IMPACT IN THE COMMUNITIES THEY OPERATE AND ON THE CONSTITUENTS THEY SERVE. 40782631 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 506 0 1 487 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA AL CA CT FL GA IL KS MD MI MN MS NC NH NJ NY OR PA RI SC TN UT VA WI WV CO X ANDREW COX-STAVROS CFO 6175236565 89 SOUTH STREET BOSTON MA 02111 TAMMY DOWLEY-BLACKMAN PRESIDENT 0.30 X X 0 0 0 KAREN WHEELER TREASURER 0.30 X X 0 0 0 CHERYL SCHAEFFER BOARD MEMBER 0.30 X 0 0 0 MIKI AKIMOTO BOARD MEMBER 0.30 X 0 0 0 IMARI PARIS-JEFFRIES BOARD MEMBER 0.30 X 0 0 0 SALLY SHARP LEHMAN VICE PRESIDENT 0.30 X X 0 0 0 MARJORIE RINGROSE BOARD MEMBER 0.30 X 0 0 0 CHARLAYNE MURRELL-SMITH BOARD MEMBER 0.30 X 0 0 0 RAHN DORSEY BOARD MEMBER 0.30 X 0 0 0 ARLENE FORTUNATO ASST. TREASURER 0.30 X X 0 0 0 ROBERT WADSWORTH BOARD MEMBER 0.30 X 0 0 0 MEHER SHULMAN BOARD MEMBER 0.30 X 0 0 0 JONATHAN SPACK EXECUTIVE DIRECTOR/SECRETARY 37.50 X 247181 0 48858 ANDREW COX-STAVROS CHIEF FINANCIAL OFFICER 37.50 X 134084 0 38678 LYNDA FREUNDLICH DIR. OF HR/ASST. SECTRY 37.50 X 130437 0 39633 STEPHANIE MILLER PROJECT DIRECTOR 37.50 X 129620 0 36932 DEERIN S BABB-ROTT PROJECT DIRECTOR 37.50 X 157419 0 32723 SUSAN HIBBARD PROJECT DIRECTOR 37.50 X 180062 0 23978 SHERRI KILLINS PROJECT DIRECTOR 37.50 X 154321 0 13933 SARAH STRUNK PROJECT DIRECTOR 37.50 X 141150 0 16173 1274274 0 250908 27 0 1 0 PRO MEETING MANAGEMENT 3219 ANRIC DRIVE EAU CLAIRE WI 54701 EVENT PLANNING/MANAGEMENT 662995 CHILD & FAMILY POLICY CENTER 505 FIFTH AVENUE SUITE 404 DES MOINES IA 50309 EDUCATIONAL CONSULTANT 479604 APPLIED SCIENCES INC 55 VILLAGE SQ DR S KINGSTOWN RI 02879 ASSESSMENT 263618 PROPULSION SQUARED 665 BERNE ST ATLANTA GA 30312 ASSESSMENT 261875 STONEY ASSOCIATES 1120 NORTH GOLFVIEW ROAD LAKE WORTH FL 33460 CONSULTING SERVICES 214453 13 367742 573523 29918388 67168 30859653 CONTRACT REVENUE 900099 10399669 10399669 RENTAL INCOME 900099 2800271 2800271 CONSULTING 900099 2125167 2125167 CONFERENCE REVENUE 900099 1008681 1008681 PUBLICATION REVENUE 900099 18526 18526 16352314 331692 -3925 335617 2055975 2055975 4677748 4198715 479033 479033 479033 211073 68443 142630 142630 SALES REVENUE 900009 484421 484421 OTHER INCOME 900099 355035 355035 839456 51060753 17191770 -3925 3013255 X 3107620 3107620 297098 297098 609818 268337 341481 16564875 15752456 587303 225116 561137 531029 22706 7402 2291879 2164042 97628 30209 1303555 1238477 47857 17221 69003 26898 40576 1529 219875 169219 50656 773 773 43974 43974 8694858 8694858 70176 69854 322 191949 191949 1548923 1542100 6823 1574018 1564740 6908 2370 1678554 1571806 35463 71285 653726 653726 1024096 1024096 194440 67623 126817 SUPPLIES 765903 764848 1055 TELEPHONE 317933 317475 458 EQUIPMENT RENTAL/MAINT. 262105 262105 PRINTING & PUBLICATIONS 260251 244700 4026 11525 307833 256802 37541 13490 42614372 40782631 1405785 425956 14992424 15150472 8121063 16785556 115374 121213 30795939 10065844 21376493 20730095 17665120 19735507 1910701 0 1754687 1428080 65935862 73950923 5563205 6299324 801533 574738 14000088 13651881 20364826 20525943 X 28448012 27595076 17123024 25829904 45571036 53424980 65935862 73950923 8446381 -592437 0 X 0 1 X 1 1 1 X 13564925 12990573 19445700 19412458 30491911 95905567 13564925 12990573 19445700 19412458 30491911 95905567 23017917 72887650 797940 7452461 3712639 3445517 2387667 17796224 53302 53302 113755093 57494999 0.64070 0.63140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1819 44380 46199 42142217 42188416 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 68700 42096 43180 46199 200175 250000 250000 250000 250000 1000000 1500000 5395 898 1819 8112 6178688 6178688 9939539 3563537 6376002 13902671 5796040 8106631 568541 576884 -8343 206500 129383 77117 20730095 X 50888679 -592437 351920 68443 -172074 51060753 0 51060753 43034735 351920 68443 420363 42614372 0 42614372 PART X, LINE 2: TSNE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TSNE HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, TSNE HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. TSNE IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. TSNE'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 68,443. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 68,443. NORTH AMERICA 0 0 PROGRAM SERVICES BLUE BUTTERFLY COLL. 106790 MIDDLE EAST AND NORTH AMERICA 0 0 PROGRAM SERVICES MINA'S LIST 11780 0 0 0 0 0 0 118570 0 118570 0 0 0 0 0 0 X X X X X X X 1 ALTRUIST PARTNERS PO BOX 20159 SEATTLE WA 98102 GRANT WRITING 0 0 20000 -20000 COLLECTIVE INSIGHT LLC 9316 KILBY GLEN DRIVE VIENNA VA 22182 GENERAL CAMPAIGN 0 0 6000 -6000 26000 -26000 MA CT ME WA DC VT RI MD MN MI NC OR MS NH NY ND OH PA SC TX VA AL AK CA CO FL DE GA HI IL IN NJ AR LA KY NM OK 2015 GOLF TOURNAMENT 182280 182280 51057 5K ROAD RACE 10090 10090 11414 5 18703 18703 5972 211073 211073 68443 68443 142630 1 MUSLIM JUSTICE LEAGUE 51 MELCHER STREET BOSTON MA 02210 001159886 501(C)(3) 26388 REGRANT 04/30/2016 REFUGEE PROTECTION INTERNATIONAL 73 SCHOOL ST 1 CHARLESTOWN MA 02129 001194193 501(C)(3) 120050 RE-GRANT OCT 2015 CITY OF MANCHESTER HEALTH DEPARTMENT 1528 ELM STREET MANCHESTER NH 03101 026000517 GOV'T 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 UNITED GLOBAL OUTREACH INC PO BOX 536157 ORLANDO FL 32853 030511875 501(C)(3) 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 ACTION FOR BOSTON COMMUNITY DEVELOPMENT 535 RIVER STREET MATTAPAN MA 02126 042304133 501(C)(3) 5500 BRIDGE LIGHTING (09/01/15-10/23/15) CITY LIFE VIDA URBANA PO BOX 300107 JAMAICA PLAIN MA 02130 042660311 501(C)(3) 35714 GRANT- II SLATE 2016 CODMAN SQUARE NEIGHBORHOOD DEVELOPMENT CORPORATION 587 WASHINGTON STREET DORCHESTER MA 02124 042752507 501(C)(3) 5500 BRIDGE LIGHTING (09/01/15-10/23/15) BOWDOIN GENEVA FARMERS MARKET 230 BOWDOIN STREET DORCHESTER MA 02122 043356867 501(C)(3) 5500 BRIDGE LIGHTING (09/01/15-10/23/15) SOUTHWEST BOSTON COMMUNITY DEVELOPMENT CORPORATION 11 FAIRMOUNT AVENUE SUITE 101 HYDE PARK MA 02136 043562853 501(C)(3) 5500 BRIDGE LIGHTING (09/01/15-10/23/15) FRANKLIN REGIONAL COUNCIL OF GOVERNMENTS ATTN PATRICIA AUCHARD GREENFIELD MA 01301 046001424 GOV'T 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 MENTAL HEALTH LEGAL ADVISORS COMMITTEE 24 SCHOOL STREET 8TH FLOOR BOSTON MA 02108 046002284 501(C)(3) 9500 PROJECT 2699 CLUBHOUSE FAMILY LEGAL SUPPORT ROGER WILLIAMS UNIVERSITY ONE OLD FERRY RD BRISTOL RI 02809 050277222 501(C)(3) 19204 RI/DEM LASA GRANT TOMAQUAG INDIAN MEMORIAL MUSEUM 390 SUMMIT ROAD A EXETER RI 028221808 050352796 501(C)(3) 35714 GRANT- II SLATE 2016 THUNDERMIST HEALTH CENTER 171 SERVICE AVENUE BUILDING 2 WARWICK RI 02886 050355097 501(C)(3) 8090 RI/DEM LASA GRANT THE SOUTHSIDE COMMUNITY LAND TRUST 109 SOMERSET STREET PROVIDENCE RI 02907 050394224 501(C)(3) 19462 RI/DEM LASA GRANT SOUTH COUNTY FOOD CO-OP 344 MAIN STREET WAKEFIELD RI 02879 050403217 20000 RI/DEM LASA GRANT RHODE ISLAND ASSOC OF CONSERVATIONS DISTRICTS 2283 HARTFORD AVENUE JOHNSTON RI 02919 050427057 501(C)(3) 19938 RI/DEM LASA GRANT THE RHODE ISLAND SHELLFISHERMAN'S 62 EAST SHORE DRIVE COVENTRY RI 02816 050474134 10700 RI/DEM LASA GRANT WORCESTER ROOTS PROJECT INC 4 KING STREET WORCESTER MA 01610 050566468 501(C)(3) 35714 GRANT- II SLATE 2016 CITY OF PROVIDENCE HEALTHY COMMUNITIES OFFICE 25 DORRANCE STREET ROOM 111 PROVIDENCE RI 02903 056000329 GOV'T 7600 RI/DEM LASA GRANT AMI-USA 526 KING STREET SUITE 203 ALEXANDRIA VA 22314 060907709 501(C)(3) 35000 MPPI CONFERENCE GRANT PAUL J AICHER FOUNDATION 75 CHARTER OAK AVE SUITE 2-300 HARTFORD CT 06106 061074292 501(C)(3) 370900 EVERYDAY DEMOCRACY REGRANT 07/31/15 MONTESSORI ACCREDITATION COUNCIL FOR TEACHER 420 PARK STREET CHARLOTTESVILLE VA 22902 133221863 501(C)(3) 10490 GRANT FOR MLC LEADERSHIP CONVENING NORTHERN RI AREA HEALTH EDUCATION CENTER 30 CUMBERLAND STREET 2ND FLOOR WOONSOCKET RI 02895 134316891 GOV'T 18000 RI/DEM LASA GRANT INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 101681289 135660870 501(C)(3) 6638 #2915 BFRDP (12/16/2014 - 12/15/2017) JULY-DEC 15 AFRICAN ALLIANCE OF RI 570 BROAD STREET PROVIDENCE RI 02907 201688094 501(C)(3) 17165 RI/DEM LASA GRANT CLASS SIZE MATTERS INC 124 WAVERLY PLACE NEW YORK NY 10011 202169746 501(C)(3) 30000 SUBAWARD TO CLASS SIZE MATTERS COMMUNITY LABOR UNITED INC 9 BEACON ST BOSTON MA 02108 203404034 501(C)(3) 38914 GRANT- II SLATE 2016 KC HEALTHY KIDS 650 MINNESOTA AVE KANSAS CITY KS 66101 204613795 501(C)(3) 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 SUN FARM OYSTERS LLC PO BOX 871 BLOCK ISLAND RI 02807 205168924 9754 RI/DEM LASA GRANT CENTRO LATINO DE CHELSEA 267 BROADWAY CHELSEA MA 02150 222966645 501(C)(3) 5200 BARR-GRANT PENNSYLVANIA PARTNERSHIPS FOR CHILDREN 116 PINE STREET SUITE 430 HARRISBURG PA 17101 232613869 501(C)(3) 50000 GRANT FOR 2015/2016 SCHUYKILL COUNTY'S VISION 1464B ROUTE 61 SOUTH POTTSVILLE PA 17901 232965219 501(C)(3) 10000 ROADMAPS TO HEALTH AWARD 050115-043016 THE LOCAL CATCH INC PO BOX 1326 CHARLESTOWN RI 02813 274718778 10606 RI/DEM LASA GRANT MIAMI CHILDREN'S INITIATIVE 2525 NW 62ND STREET 4TH FLOOR MIAMI FL 33147 275025010 501(C)(3) 15500 AE:PLANNING GRANT FOR STARTUP SS HUB/DEC. 3, 2015 ILLINOIS ACTION FOR CHILDREN 4753 N BROADWAY STREET SUITE 1200 CHICAGO IL 60660 362712912 501(C)(3) 50000 GRANT FOR 2016 OUNCE OF PREVENTION FUND 33 W MONROE STREET SUITE 2400 CHICAGO IL 60603 363186328 501(C)(3) 75000 2016 IL GRANT LAF ENTERPRISES LLC 134 BAYVIEW AVENUE BRISTOL RI 02809 364703505 15442 RI/DEM LASA GRANT DUPAGE COUNTY HEALTH DEPARTMENT 111 NORTH COUNTY FARM ROAD WHEATON IL 60187 366006553 GOV'T 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 LA CROSSE MEDICAL HEALTH SCIENCE CONSORTIUM INC 1725 STATE STREET LA CROSSE WI 54601 391804725 501(C)(3) 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 MONTESSORI TRAINING CENTER OF MINNESOTA INC 1611 AMES AVENUE SAINT PAUL MN 55106 411361913 501(C)(3) 11874 MLC GRANT WOPANAAK LANGUAGE AND CULTURAL WEETYOO INC PO BOX 2241 MASHPEE MA 02649 412221825 501(C)(3) 35714 GRANT- II SLATE 2016 CHILD & FAMILY POLICY CENTER 505 FIFTH AVENUE SUITE 404 DES MOINES IA 50309 421378567 501(C)(3) 200000 RWJF SUBGRANT (08/15/2015-02/14/2017) 1ST PYMT LINN COUNTY 935 SECOND STREET SW CEDAR RAPIDS IA 52404 426004338 GOV'T 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 FREEMAN HEALTH SYSTEM 1102 W 32ND STREET JOPLIN MO 64804 431704371 501(C)(3) 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 COMMUNITY PARTNERSHIP OF THE OZARKS 330 N JEFFERSON AVENUE SPRINGFIELD MO 65806 431830026 501(C)(3) 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 NEUMITRA INC 86 SOUTH ST 2A BOSTON MA 02111 454809673 164755 REGRANT SEPT. 2015 RWJF SOL CHARIOTS PEDICAB COOPERATIVE 140 BROADWAY PROVIDENCE RI 02903 460781509 9847 RI/DEM LASA GRANT FRESH TRUCK INC 32 ASHCROFT ST 2 BOSTON MA 02130 462848535 501(C)(3) 136362 GRANT SEPT. 30, 2015 MOSAIC GROUP LLC 63 FLUSHING AVE BROOKLYN NY 11205 464133910 12046 REIMB WATERSHED RETREAT CTR POP UP LABS LLC 9 ANDERSON ST UNIT 5F BOSTON MA 02114 464374482 77623 REGRANT 07/31/15 TILTED BARN BREWERY LLC 1 HEMSLEY PLACE EXETER RI 02822 464536335 20000 RI/DEM LASA GRANT BLACK ECONOMIC JUSTICE INSTITUTE INC 7 CHENEY STREET DORCHESTER MA 02121 464951690 501(C)(3) 35714 GRANT- II SLATE 2016 EATING WITH THE ECOSYSTEM INC 3 EVERETT STREET BRISTOL RI 02809 465158442 501(C)(3) 16432 RI/DEM LASA GRANT FIELDS CORNER BUSINESS LAB LLC 1452 DORCHESTER AVENUE DORCHESTER MA 02122 465299524 5000 BII SOCIAL IMPACT PRIZE STEPS TO SUCCESS INC 115 GREENOUGH ST BROOKLINE MA 02445 471641692 501(C)(3) 371785 REGRANT 07/31/15 URBAN VILLAGE MONTESSORI PO BOX 5313 HAVERHILL MA 01835 471721718 501(C)(3) 50000 GRANT: TO SUPPORT WF SCHOOLS THAT SERVE UNDERSERVE INTERNATIONAL COMMISSION ON VIOLENCE 152 WOBURN STREET LEXINGTON MA 02420 473272024 501(C)(3) 211135 GRANT #2 FOGGY NOTION FARM 14 PRINCETON AVE 4 PROVIDENCE RI 02907 473692799 7405 RI/DEM LASA GRANT NATIONAL CENTER FOR MONTESSORI ATTN KEITH WHITESCARVER WEST HARTFORD CT 06119 473737369 501(C)(3) 68350 THIRD PAYMENT - TEACH MONTESSORI GRANT HEALTH ADVOCACY INNOVATIONS INC 21 DRYDOCK AVE SUITE 610E BOSTON MA 02110 474403594 32139 REGRANT DEC 2015 TIDES FOUNDATION THOREAU CENTER PRESIDIO BLDG 1014 SAN FRANCISCO CA 94129 510198509 501(C)(3) 148980 JANE'S WALK - INTERNATIONAL CHALLENGE FUND #1481 DUKE UNIVERSITY PO BOX 104132 DURHAM NC 27708 560532129 501(C)(3) 7000 STUDENT INTERNS 2016 UNITED WAY OF CENTRAL ALABAMA INC PO BOX 320189 BIRMINGHAM AL 352320189 630288846 501(C)(3) 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 THE MEMORIAL FOUNDATION 2701 TIETON DRIVE YAKIMA WA 98902 911022358 501(C)(3) 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 CITY OF RANCHO CUCAMONGA 10500 CIVIC CENTER DRIVE RANCHO CUCAMONGA CA 91730 953213002 GOV'T 10000 ROADMAPS TO HEALTH AWARD 05/01/15-04/30/16 53 13 ALUMNI GRANT 1 8000 PROJECT MGT SVCS & REIMBURSEMENT 1 3122 RI/DEM LASA GRANT 14 167476 MARDER FUNDING CSCO SHARES 1 53500 #4190 VIOO (04/01/2016 - 10/31/2016) 1ST PAYMENT 1 65000 PART I, LINE 2: OUR PROCEDURES INCLUDE MANY DIFFERENT OPTIONS FOR MONITORING GRANTS WHICH MAY DIFFER BASED ON THE SIZE AND SCOPE OF THE GRANT. MONITORING TOOLS INCLUDE EXPLICIT DEFINITION IN THE GRANT AWARD OF HOW THE FUNDS ARE TO BE USED, PERIODIC MONITORING OF GRANTEE ACTIVITIES THROUGH WRITTEN REPORTS AND IN PERSON GRANTEEE MEETINGS, AS WELL AS SITE VISITS. AT THE END WE RECEIVE A FINAL WRITTEN REPORT OF THE DISPOSITION OF GRANTEE FUNDS. X X X X 0 0 0 0 0 0 0 0 0 JONATHAN SPACK EXECUTIVE DIRECTOR/SECRETARY 244133 0 0 0 3048 0 24822 0 24036 0 296039 0 0 0 ANDREW COX-STAVROS CHIEF FINANCIAL OFFICER 133724 0 0 0 360 0 12574 0 26104 0 172762 0 0 0 LYNDA FREUNDLICH DIR. OF HR/ASST. SECTRY 129885 0 0 0 552 0 13597 0 26036 0 170070 0 0 0 STEPHANIE MILLER PROJECT DIRECTOR 129267 0 0 0 353 0 4860 0 32072 0 166552 0 0 0 DEERIN S BABB-ROTT PROJECT DIRECTOR 156867 0 0 0 552 0 5651 0 27072 0 190142 0 0 0 SUSAN HIBBARD PROJECT DIRECTOR 179030 0 0 0 1032 0 9954 0 14024 0 204040 0 0 0 SHERRI KILLINS PROJECT DIRECTOR 153769 0 0 0 552 0 4045 0 9888 0 168254 0 0 0 SARAH STRUNK PROJECT DIRECTOR 141084 0 0 0 66 0 4515 0 11658 0 157323 0 0 0 A MASS DEVELOPMENT FINANCE AGENCY 043431814 2010-02-01 15885000 TO REDEEM THE 11/1/2004 ISSUE 0 0 0 A 15885000 15885000 2010 1 0 1 1 A 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 8 67168 MARKET VALUE UPON SALE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF GIFTS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD PRIOR TO FILING AND WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND EMPLOYEES ARE RESPONSIBLE FOR AVOIDING SITUATIONS WHICH PLACE THEM IN CONFLICT OR APPARENT CONFLICT WITH THEIR DUTIES AT TSNE AND ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THE EXECUTIVE DIRECTOR REVIEWS THE FORMS AND DETERMINES IF A POTENTIAL CONFLICT EXISTS. IF A POTENTIAL CONFLICT IS FOUND TO EXIST, THAT PERSON IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS ON THE CONFLICTING MATTER. THIS POLICY STATEMENT COVERS SOME, BUT NOT ALL SUCH SITUATIONS. EMPLOYEES SHOULD SEEK GUIDANCE IN ADVANCE FROM THE EXECUTIVE DIRECTOR WHENEVER THE POTENTIAL FOR SUCH CONFLICT OF INTEREST ARISES. NO EMPLOYEE OF TSNE SHALL SERVE ON A GOVERNING BOARD OR COMMITTEE OF ANY ORGANIZATION CONTRACTING WITH, MAKING GRANTS TO, OR RECEIVING GRANTS FROM TSNE, EXCEPT WITH THE EXPRESS, WRITTEN APPROVAL OF TSNE'S EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR'S PARTICIPATION ON A BOARD OR COMMITTEE AS DESCRIBED ABOVE SHALL REQUIRE THE WRITTEN APPROVAL OF THE PRESIDENT. IN NO CASE SHALL A TSNE OFFICER, DIRECTOR OR EMPLOYEE VOTE OR TAKE AN ACTIVE PART IN DISCUSSION OF A GRANT OR CONTRACT BETWEEN TSNE AND AN ORGANIZATION OF WHICH HE OR SHE IS A MEMBER OR DIRECTOR. TSNE RECOGNIZES THAT SOME STAFF MAY, ON OCCASION, WISH TO CONTRACT WITH INDIVIDUALS OR ORGANIZATIONS TO PROVIDE CONSULTATION OR OTHER PROFESSIONAL SERVICES ON AN INDEPENDENT CONTRACTUAL BASIS. ALL SUCH OUTSIDE CONSULTING AND CONTRACTUAL ARRANGEMENTS MUST BE APPROVED BY THE EXECUTIVE DIRECTOR (OR, IN THE CASE OF THE EXECUTIVE DIRECTOR, BY THE PRESIDENT). DECISIONS REGARDING APPROVAL OR DISAPPROVAL OF SUCH OUTSIDE WORK ARE WITHIN THE SOLE DISCRETION OF THE EXECUTIVE DIRECTOR (OR PRESIDENT). APPROVAL WILL NOT BE GRANTED IN CASES IN WHICH TSNE IS OFFERING OR MIGHT REASONABLY CONSIDER OFFERING SIMILAR SERVICES. APPROVAL WILL ALSO BE DENIED IN INSTANCES WHICH IN THE JUDGMENT OF THE DECISION-MAKER CONSTITUTE A CONFLICT OF INTEREST OR THE APPEARANCE OF SUCH A CONFLICT. VIOLATION OF THIS POLICY MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15A TSNE'S EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED THROUGH REVIEW AND APPROVAL OF THE COMPENSATION COMMITTEE OF BOARD OF DIRECTORS. THIS COMMITTEE MAKES USE OF COMPARABLE COMPENSATION DATA FOR SIMILARLY SITUATED ORGANIZATIONS, AND MAINTAINS MINUTES OF ITS DELIBERATIONS. THE LAST TIME THIS REVIEW WAS CONDUCTED WAS JANUARY 2016. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. THE FORM 990 IS AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE AND NATIONAL DATA SOURCES SUCH AS GUIDESTAR. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,695,327. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,695,327. EDUCATION CONSULTANTS: PROGRAM SERVICE EXPENSES 2,360,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,360,403. RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 639,128. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 639,128.