2015-11-13T05:46:10-08:00 2014-12-31 QRGA LLP 1410 Providence Hwy Norwood MA 02062 990 2014-01-01 041590310 MASSACHUSETTS TAXPAYERS FOUNDATION INC MASS 6177201000 333 WASHINGTON STREET BOSTON MA 02108 EILEEN MCANNENY President 2015-11-13 true Barbara Gonsalves P01242771 7815510040 2014 2016-02-25 16:41:14Z EILEEN MCANNENY 1188834 false false X WWW.MASSTAXPAYERS.ORG X 1932 MA TO PROVIDE ACCURATE, UNBIASED RESEARCH WITH BALANCED, THOUGHTFUL RECOMMENDATIONS THAT STRENGTHEN THE STATE'S FINANCES AND ECONOMY IN ORDER TO FOSTER THE LONG-TERM WELL BEING OF THE COMMONWEALTH. 74 73 5 0 1096787 1143868 21000 23966 0 1096787 1188834 0 0 966477 918836 0 132730 181813 288563 1148290 1207399 -51503 -18565 2778056 2930664 228920 308379 2549136 2622285 TO PROVIDE ACCURATE, UNBIASED RESEARCH WITH BALANCED, THOUGHTFUL RECOMMENDATIONS THAT STRENGTHEN THE STATE'S FINANCES AND ECONOMY IN ORDER TO FOSTER THE LONG-TERM WELL BEING OF THE COMMONWEALTH. false false 682877 PERFORMED RESEARCH AND ANALYSIS, RELEASED PUBLICATIONS AND WORKED FOR REFORM ON A WIDE RANGE OF ISSUES AFFECTING THE COMMONWEALTH OF MASSACHUSETTS INCLUDING HEALTH CARE, BUSINESS COSTS AND TRANSPORTATION FUNDING TO TAX COMPETITIVENESS, CAPITAL INVESTMENTS AND STATE AND LOCAL FINANCES. 2949 ANNUAL TAX CONFERENCE WITH TAX PRACTITIONERS AND GOVERNMENT OFFICIALS TO DISCUSS MASSACHUSETTS STATE AND LOCAL TAXES 685826 true true false true false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false true 10 0 true 5 true false false false false false false false false 0 false false false false false false false false false false X 74 73 false false false false false false false true true false false true true true true false false true false false MA X X X EILEEN MCANNENY 6177201000 333 WASHINGTON STREET BOSTON MA 02108 JOSEPH D ALVIANI ESQ Trustee 1.00 0.00 X 0 0 0 STEVEN ANDREWS Trustee 1.00 0.00 X 0 0 0 STEVEN A BADDOUR Trustee 1.00 0.00 X 0 0 0 MAURA O BANTA Trustee 1.00 0.00 X 0 0 0 BRENT BARKER Trustee 1.00 0.00 X 0 0 0 ANDRA S BOLOTIN Trustee 1.00 0.00 X 0 0 0 ROBERT L BOWEN Trustee 1.00 0.00 X 0 0 0 STEVEN F BRADLEY Trustee 1.00 0.00 X 0 0 0 JOHN S BROWN Trustee 1.00 0.00 X 0 0 0 LYNN E BROWNE Trustee 1.00 0.00 X 0 0 0 ROBERT BRUSTLIN Trustee 1.00 0.00 X 0 0 0 CHRISTOPHER N BUCHANAN Trustee 1.00 0.00 X 0 0 0 BRUCE BULLEN VICE CHAIR 1.00 0.00 X X 0 0 0 ANN CARTER Trustee 1.00 0.00 X 0 0 0 ELIZABETH CHACE-MARINO Trustee 1.00 0.00 X 0 0 0 TOBEY CHOATE Trustee 1.00 0.00 X 0 0 0 VEDA CLARK Trustee 1.00 0.00 X 0 0 0 KENNETH A COHEN Trustee 1.00 0.00 X 0 0 0 JAMES F CONWAY III Trustee 1.00 0.00 X 0 0 0 LOIS CORNELL Trustee 1.00 0.00 X 0 0 0 MICHAEL J COSTELLO Trustee 1.00 0.00 X 0 0 0 MARK CRANDALL Trustee 1.00 0.00 X 0 0 0 DONNA C CUPELO Trustee 1.00 0.00 X 0 0 0 JAY CURLEY Trustee 1.00 0.00 X 0 0 0 RALPH DE LA TORRE MD Trustee 1.00 0.00 X 0 0 0 MICHAEL DESROCHERS Trustee 1.00 0.00 X 0 0 0 MICHAEL DIBIASE Trustee 1.00 0.00 X 0 0 0 FAY DONOHUE Chairman 1.00 0.00 X X 0 0 0 DAVID DRIPCHAK Trustee 1.00 0.00 X 0 0 0 JOHN D FARINA JR Trustee 1.00 0.00 X 0 0 0 PATRICIA FLYNN Trustee 1.00 0.00 X 0 0 0 MICHAEL O GILLES Trustee 1.00 0.00 X 0 0 0 KAREN F GREEN Trustee 1.00 0.00 X 0 0 0 AIMEE S GILROY Trustee 1.00 0.00 X 0 0 0 CHRISTOPHER GOODE Trustee 1.00 0.00 X 0 0 0 JOSHUA GREENBERG Trustee 1.00 0.00 X 0 0 0 JOHN S HALL Trustee 1.00 0.00 X 0 0 0 LLOYD L HAMM JR Trustee 1.00 0.00 X 0 0 0 KEITH HOVAN Trustee 1.00 0.00 X 0 0 0 ANN S HURD Trustee 1.00 0.00 X 0 0 0 PATRICIA JACOBS Trustee 1.00 0.00 X 0 0 0 PAUL JEAN Trustee 1.00 0.00 X 0 0 0 JAMES F KELLEHER Trustee 1.00 0.00 X 0 0 0 WILLIAM F KENNEDY ESQ Trustee 1.00 0.00 X 0 0 0 CHRISTINE T KOMOLA Trustee 1.00 0.00 X 0 0 0 JEFFREY J KRUCK Trustee 1.00 0.00 X 0 0 0 EDWARD H LADD Trustee 1.00 0.00 X 0 0 0 ANNE L LEVINE Trustee 1.00 0.00 X 0 0 0 ALAN J MACDONALD Trustee 1.00 0.00 X 0 0 0 JAMES E MAHONEY Trustee 1.00 0.00 X 0 0 0 DOUGLAS M MCGARRAH ESQ Trustee 1.00 0.00 X 0 0 0 RICK MUSIOL JR Trustee 1.00 0.00 X 0 0 0 CHRISTOPHER NADEAU Trustee 1.00 0.00 X 0 0 0 JOSEPH NEWMAN Trustee 1.00 0.00 X 0 0 0 PAUL O'CONNOR Trustee 1.00 0.00 X 0 0 0 THOMAS LP O'DONNELL ESQ Trustee 1.00 0.00 X 0 0 0 KATHLEEN KING PARKER ESQ Trustee 1.00 0.00 X 0 0 0 MICHAEL PORTER Trustee 1.00 0.00 X 0 0 0 JOHN R REGIER ESQ Trustee 1.00 0.00 X 0 0 0 ROBERT F RIVERS Trustee 1.00 0.00 X 0 0 0 DENNIS E ROSS Treasurer 1.00 0.00 X X 0 0 0 THOMAS SAMOLUK Trustee 1.00 0.00 X 0 0 0 EDWARD H SEKSAY Trustee 1.00 0.00 X 0 0 0 PAUL SILVA Trustee 1.00 0.00 X 0 0 0 JOHN STEFANINI Trustee 1.00 0.00 X 0 0 0 ROBERT P SUGLIA Trustee 1.00 0.00 X 0 0 0 ADAM WEINER Trustee 1.00 0.00 X 0 0 0 PETER WELSH Trustee 1.00 0.00 X 0 0 0 DAVID WESTERVELT Trustee 1.00 0.00 X 0 0 0 PETER WHITE Trustee 1.00 0.00 X 0 0 0 JAMES R WILLIAMS Trustee 1.00 0.00 X 0 0 0 CHAD WISLER Trustee 1.00 0.00 X 0 0 0 JOSEPH ZUKOWSKI Trustee 1.00 0.00 X 0 0 0 MICHAEL WIDMER President & Sec 50.00 0.00 X X 471389 0 17694 ANDREW BAGLEY DIRECTOR OF RESEARCH 50.00 0.00 X 170000 0 2762 CAROLYN RYAN RESEARCHER 50.00 0.00 X 103488 0 6716 744877 27172 3 false true false E CATLIN DONNELLY & ASSOCIATES 360 PAYSON ROAD BELMONT MA 02478 EXEC RECRUITING 103924 1 1128205 15663 1143868 PRINTING REIMBURSEMENTS 5500 5500 TAX CONFERENCE 15500 15500 21000 23966 23966 0 0 0 0 0 0 0 0 1188834 21000 23966 0 0 0 0 641389 405695 117847 117847 0 154311 103488 50823 50000 50000 34829 18891 11514 4424 38307 24598 8080 5629 0 0 8023 8023 0 0 0 0 0 1727 1209 259 259 0 0 35898 25128 10770 5847 5847 0 11435 6861 2287 2287 0 0 15222 10655 2283 2284 14283 14283 EXECUTIVE RECRUITING 103924 103924 DUES & SUBSCRIPTIONS 29003 29003 PROGRAM EXPENSE 24700 24700 CONSULTING 13141 13141 25360 16610 8750 1207399 685826 388843 132730 93957 223847 2257292 1238147 0 0 0 0 0 0 12778 32962 538421 403043 150600 135378 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1188834 1188834 1125239 -82160 -82160 1207399 1207399 Part X : FIN48 Footnote The Foundation is organized under Section 501(c)(3) of the Internal Revenue Code and is generally exempt from taxation. The Foundation has evaluated its tax positions, applying a More Likely Than Not standard, and believes that there would be no material changes to the results of its operations or financial position as a result of an audit by the applicable taxing authorities, federal or state. The Foundation has filed all of its known and required returns in a timely manner. X X X X X X false false false false false false false false false false ANDREW BAGLEY DIRECTOR OF RESEARCH 155000 15000 2762 172762 MICHAEL WIDMER President & Sec 331389 140000 17694 489083 Form 990, Part VI, Line 11b: Form 990 Review Process The 990 is reviewed and approved by the Finance Committee on behalf of the Board of Trustees before it is filed. In addition, an email is set to the Board indicating that the 990 will be forwarded to anyone who would like to see a copy. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts EACH OFFICER, EXECUTIVE COMMITTEE MEMBER AND STAFF MEMBER IS ASKED TO SIGN AND AN ACKNOWLDGEMENT AND CONFLICT OF INTEREST DISCLOSURE STATEMENT. ALL OTHER TRUSTEES ARE GIVEN ANNUALLY A COPY OF THE POLICY AT THE FIRST MEETING OF THE YEAR. THOSE WHO DO NOT ATTEND HAVE A COPY MAILED TO THEM. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management AN INDEPENDENT COMPENSATION CONSULTANT PERFORMED STUDIES IN 2005, 2010 AND 2014 ON COMPENSATION FOR THE FOUNDATION'S PRESIDENT. THE PRESIDENT'S COMPENSATION IS APPROVED ANNUALLY BY INDEPENDENT MEMBERS OF THE GOVERNANCE COMMITTEE AND EXECUTIVE COMMITTEE BASED ON THE PRESIDENT'S PERFORMANCE AS WELL AS UPDATED SALARY SURVEYS AND COMPARISONS WITH COMPARABLE ORGANIZATIONS. Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Other Changes In Net Assets Or Fund Balances - Other Increases CHANGE IN DEFINED BENEFIT OBLIGATION = $82160 Form 990, Part XII, Line 2: Change of Oversight or Selection Process THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT, AUDIT OF FINANCIAL STATEMENTS AND THE ANNUAL SELECTION OF THE INDEPENDENT ACCOUNTANT.