2014-11-17T11:37:59-08:00 2013-12-31 Brenda J McGivern PC 14 Page Terrace Stoughton MA 02072 990 2013-01-01 041590310 MASSACHUSETTS TAXPAYERS FOUNDATION INC MASS 6177201000 333 WASHINGTON ST BOSTON MA 02108 MICHAEL WIDMER President 2014-11-17 true Brenda J McGivern CPA P00177267 7813410930 2013 2015-11-30 17:44:51Z MICHAEL WIDMER 333 WASHINGTON ST 853 BOSTON MA 02108 1096787 false false X WWW.MASSTAXPAYERS.ORG X 1932 MA TO ENSURE STATE FISCAL STABILITY AND PROMOTE HEALTHY ECONOMIC GROWTH. 71 70 8 13 0 1121867 1096787 0 0 0 1121867 1096787 0 0 889154 966477 0 174178 108736 181813 997890 1148290 123977 -51503 2891538 2778056 290899 228920 2600639 2549136 X TO ENSURE STATE FISCAL STABILITY AND PROMOTE HEALTHY ECONOMIC GROWTH. false false 212194 Municipal finances and state/local fiscal relations; annual report on municipal financial data; municipal health care reform; retiree health care liabilities for state and municipal employees. 212194 Transportation reform; analysis of transportation finance legislation. 212194 Analysis of tax on software services; tax repeal by Legislature. 212193 848775 true true false true false false false false false false true false false true true false 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 6 0 true 8 true false false false false false false false false 0 false false false false false false false false false false X 71 70 false false false false false false false true true false false true true true true false false true false false X X MICHAEL WIDMER 6177201000 333 WASHINGTON ST 853 BOSTON MA 02108 JOSEPH D ALVIANI ESQ Director 0.00 0.00 0 0 0 STEPHEN F BRADLEY Director 0.00 0.00 0 0 0 MICHAEL J DESROCHERS Director 0.00 0.00 0 0 0 AIMEE S GILROY Director 0.00 0.00 0 0 0 JOSHUA GREENBERG Director 0.00 0.00 0 0 0 PAUL JEAN Director 0.00 0.00 0 0 0 STEPHEN ANDREWS Director 1.00 0.00 0 0 0 RICK MUSIOL JR Director 0.00 0.00 0 0 0 STEVEN A BADDOUR Director 1.00 0.00 0 0 0 PAUL SILVA Director 0.00 0.00 0 0 0 CHAD WISLER Director 0.00 0.00 0 0 0 JOSEPH ZUKOWSKI Director 0.00 0.00 0 0 0 JAMES F KELLEHER Director 1.00 0.00 0 0 0 KEITH HOVAN Director 1.00 0.00 0 0 0 MICHAEL WIDMER President 60.00 0.00 X X 440858 0 84029 Fay Donohue Chairman 1.00 0.00 X X 0 0 0 Dennis E Ross Treasurer 1.00 0.00 X X 0 0 0 JOSEPH F AILINGER JR Director 1.00 0.00 X 0 0 0 MAURA O BANTA Director 1.00 0.00 X 0 0 0 ANDRA S BOLOTIN Director 1.00 0.00 X 0 0 0 ROBERT BOWEN Director 1.00 0.00 X 0 0 0 JOHN S BROWN ESQ Director 1.00 0.00 X 0 0 0 LYNN E BROWNE Director 1.00 0.00 X 0 0 0 CHRISTOPHER N BUCHANAN Director 1.00 0.00 X 0 0 0 BRUCE BULLEN Director 1.00 0.00 X 0 0 0 ANN CARTER Director 1.00 0.00 X 0 0 0 ELIZABETH CHACE-MARINO Director 1.00 0.00 X 0 0 0 TOBEY CHOATE Director 1.00 0.00 X 0 0 0 VEDA CLARK Director 2.00 0.00 X 0 0 0 KENNETH A COHEN ESQ Director 1.00 0.00 X 0 0 0 JAMES F CONWAY Director 1.00 0.00 X 0 0 0 LOIS CORNELL Director 1.00 0.00 X 0 0 0 MICHAEL J COSTELLO Director 1.00 0.00 X 0 0 0 MARK C CRANDALL Director 1.00 0.00 X 0 0 0 DONNA C CUPELO Director 1.00 0.00 X 0 0 0 JAY CURLEY Director 1.00 0.00 X 0 0 0 RALPH DE LA TORRE MD Director 1.00 0.00 X 0 0 0 MICHAEL DIBIASE Director 1.00 0.00 X 0 0 0 DAVID DRIPCHAK Director 1.00 0.00 X 0 0 0 JOHN FARINA Director 1.00 0.00 X 0 0 0 PATRICIA M FLYNN PH D Director 1.00 0.00 X 0 0 0 CHRISTOPHER E GOODE Director 1.00 0.00 X 0 0 0 KAREN F GREEN Director 1.00 0.00 X 0 0 0 JOHN S HALL Director 1.00 0.00 X 0 0 0 LLOYD HAMM Director 1.00 0.00 X 0 0 0 WILLIAM S HOGAN JR Director 1.00 0.00 X 0 0 0 ANN S HURD Director 1.00 0.00 X 0 0 0 PATRICIA JACOBS Director 1.00 0.00 X 0 0 0 WILLIAM F KENNEDY ESQ Director 1.00 0.00 X 0 0 0 CHRISTINE T KOMOLA Director 1.00 0.00 X 0 0 0 JEFFERY J KRUCK Director 1.00 0.00 X 0 0 0 EDWARD H LADD Director 1.00 0.00 X 0 0 0 ANNE LEVINE Director 1.00 0.00 X 0 0 0 ALAN MACDONALD Director 1.00 0.00 X 0 0 0 JAMES E MAHONEY Director 1.00 0.00 X 0 0 0 DOUGLAS M MCGARRAH ESQ Director 1.00 0.00 X 0 0 0 JOSEPH NEWMAN Director 1.00 0.00 X 0 0 0 PAUL O'CONNOR Director 1.00 0.00 X 0 0 0 THOMAS L P O'DONNELL ESQ Director 1.00 0.00 X 0 0 0 KATHLEEN KING PARKER Director 1.00 0.00 X 0 0 0 JOHN R REGIER ESQ Director 1.00 0.00 X 0 0 0 ROBERT RIVERS Director 1.00 0.00 X 0 0 0 THOMAS SAMOLUK Director 1.00 0.00 X 0 0 0 JEFFREY N SAVIANO Director 1.00 0.00 X 0 0 0 JOHN STEFANINI Director 1.00 0.00 X 0 0 0 ROBERT SUGLIA Director 1.00 0.00 X 0 0 0 ADAM WEINER Director 1.00 0.00 X 0 0 0 PETER WELSH Director 1.00 0.00 X 0 0 0 DAVID WESTERVELT Director 1.00 0.00 X 0 0 0 PETER T WHITE Director 1.00 0.00 X 0 0 0 JAMES R WILLIAMS Director 1.00 0.00 X 0 0 0 ANDREW BAGLEY KEY EMPLOYEE DIRECTOR OF RESEARCH 60.00 0.00 X 155000 0 3338 595858 87367 2 false true false 0 1001435 95352 1096787 0 0 0 0 0 0 0 0 0 0 1096787 0 0 0 0 405021 202511 101255 101255 0 381978 341978 20000 20000 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X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 33750 33750 1114540 1148290 189829 47457 false 166577 190985 174684 189829 722075 1083113 19950 27850 32700 33750 114250 41644 47746 43671 47457 180518 270777 441595 321369 120226 137536 107161 30375 150601 CSV LIFE INSURANCE 263429 OTHER ASSET 12777 276206 DEFERRED REVENUE 141200 Rounding 1 UNDERFUNDED PENSION 82162 223363 1096787 1096787 1096787 1148290 1148290 1148290 X X X X X X false true false false false false false false false false ANDREW BAGLEY KEY EMPLOYEE DIRECTOR OF RESEARCH 150000 5000 3338 158338 MICHAEL WIDMER President 315000 125000 858 45998 38031 524887 Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Analysis of tax on software services; tax repeal by Legislature. Form 990, Part VI, Line 11b: Form 990 Review Process The 990 is forwarded to the Finance Committee on behalf of the Board of Trustees before it is filed. In addition, an email is sent 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 submit to MTF - in care of the Office Manager - annually an Acknowledgement 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 Foundations president. The presidents compensation is approved annually by independent members of the Governance Committee and Executive Committee based on the presidents performance as well as updated salary surveys and comparisons with comparable organizations. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available ALL OF THE FOUNDATION'S GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. THE FOUNDATION WILL MAIL COPIES UPON REQUEST.ALL FINANCIAL DOCUMENTS AVAILABLE UPON REQUEST. COPY OF THE FOUNDATION'S FORM 990 IS AVAILABLE AT THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE AS WELL AS THROUGH GUIDESTAR.ORG AND THE FOUNDATION WOULD ALSO SUPPLY A COPY UPON REQUEST AS WELL. Form 990, Part XII, Line 2: Change of Oversight or Selection Process THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT, AUDIT OF FINANCIAL STATEMENTS AND THE ANNUAL SELECTION OF THE INDEPENDENT ACCOUNTANT.