2012-09-17T15:11:21-05:00 2011-12-31 043077056 MOODY FAMIGLIETTI & ANDRONICO LLP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2011-01-01 043271457 THE MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC D/B/A MASSINC MASS 6177426800 18 TREMONT STREET NO 1120 BOSTON MA 02108 GREG TORRES 6177426800 2012-09-17 1 JOYCE RIPIANZI P00548581 9785575300 2011 2016-02-24 21:20:13Z GREG TORRES 18 TREMONT STREET NO 1120 BOSTON MA 02108 2491614 0 X MASSINC.ORG X 1995 MA TO PROMOTE THE GROWTH AND VITALITY OF THE MIDDLE CLASS AND TO HELP ALL CITIZENS ACHIEVE THE AMERICAN DREAM 32 32 20 4 233381 -9149 1821848 1949333 270289 233381 59 0 615 191012 2092811 2373726 0 15000 0 0 1212625 1120378 0 0 372361 884835 1122425 2097460 2257803 -4649 115923 523493 635348 131455 127387 392038 507961 X MASS INC IS MOTIVATED BY A VISION OF A RENEWED COMMONWEALTH WHERE EVERY FAMILY CAN PURSUE THE AMERICAN DREAM. OUR MISSION IS TO DEVELOP A PUBLIC AGENDA FOR MASSACHUSETTS THAT PROMOTES THE GROWTH AND VITALITY OF THE MIDDLE CLASS. WE SEE THE MIDDLE CLASS AS THE BELLWETHER OF OUR STATE'S SOCIAL AND ECONOMIC PROSPERITY. OUR GOAL IS TO MAKE MASSACHUSETTS A PLACE OF ECONOMIC OPPORTUNITY AND CIVIC VITALITY FOR ALL ITS CITIZENS. 0 0 917941 233381 MAGAZINE - TO ASSIST IN THE IMPROVEMENT OF SOCIAL AND ECONOMIC CONDITIONS IN MASSACHUSETTS, PRINCIPALLY BY DISTRIBUTING EDUCATIONAL MATERIALS AND PRESENTING EDUCATION FORUMS DESIGNED TO ADVICE KNOWLEDGE OF PUBLIC EVENTS & POLICIES. 384225 POLICY - TO INSTRUCT AND EDUCATE THE PUBLIC WITH RESPECT TO EVENTS AND POLICIES OF CONCERN TO MASSACHUSETTS RESIDENTS, PRINCIPALLY BY CONDUCTING, SPONSORING, AND DISTRIBUTING NONPARTISAN ANALYSIS, STUDY AND RESEARCH, AND BY PRESENTING SIMILAR PROGRAMS. 248758 OUTREACH - TO EDUCATE THE PUBLIC ON THE ACTIVITIES OF THE ORGANIZATION, INCLUDING PUBLIC SYMPOSIUM, REPORTS, A MAGAZINE, AND A WEBSITE, AND TO INCREASE PARTICIPATION IN THE PROGRAMS OF THE ORGANIZATION. 63109 BIPARTISAN POLLING 63109 1614033 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 20 0 1 20 1 1 1 0 0 0 0 1 1 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X AIMEE WARD 6177426800 18 TREMONT STREET SUITE 1120 BOSTON MA 02108 JAY ASH 1.00 X 0 0 0 DAVID BEGELFER 1.00 X 0 0 0 ANDREW CALAMARE 1.00 X 0 0 0 CHARLES RODGERS 1.00 X 0 0 0 GRACE FEY 1.00 X 0 0 0 ELAINE KAMARCK 1.00 X 0 0 0 MICHAEL PORTER 1.00 X 0 0 0 KARYN WILSON 1.00 X 0 0 0 DAVID FEINBERG 1.00 X 0 0 0 PAUL SCANLON 1.00 X 0 0 0 MARK ERLICH 1.00 X 0 0 0 ROBERT FRASER 1.00 X 0 0 0 MARK ROBINSON 1.00 X 0 0 0 ANN-ELLEN HORNIDGE 1.00 X 0 0 0 THOMAS GREEN 1.00 X 0 0 0 DAVID WEINSTEIN 1.00 X 0 0 0 ERIC TURNER 1.00 X 0 0 0 KENNETH ROBINSON 1.00 X 0 0 0 GERI DENTERLEIN 1.00 X 0 0 0 NEIL CHAYET 1.00 X 0 0 0 PAUL MATTERA 1.00 X 0 0 0 C JEFFREY GROGAN 1.00 X 0 0 0 BRUCE KATZ 1.00 X 0 0 0 HAROLD HESTNES 1.00 X 0 0 0 JAY CURLEY 1.00 X 0 0 0 JOANNE JAXTIMER 1.00 X 0 0 0 MELVIN MILLER 1.00 X 0 0 0 PHILIP CONDON 1.00 X 0 0 0 THOMAS TRIMARCO 1.00 X 0 0 0 WILLIAM MCDERMOTT 1.00 X 0 0 0 DEAN RICHLIN 1.00 X 0 0 0 TRIPP JONES 1.00 X 0 0 0 GREGORY TORRES 40.00 X 0 0 0 LAUREN LOUISON 40.00 X 150563 0 14287 JOHN SCHNEIDER 40.00 X 102148 0 12171 BRUCE MOHL 40.00 X 107049 0 10508 359760 0 36966 3 0 1 0 0 1949333 1949333 ADVERTISING 511120 233381 233381 233381 14400 10966 3434 3434 3434 294500 106922 187578 187578 2373726 0 233381 191012 15000 15000 309505 122803 68668 118034 688717 558746 62654 67317 20561 19066 1121 374 44228 33616 4598 6014 57367 44851 5625 6891 7668 5368 920 1380 172856 120164 22067 30625 2500 1738 318 444 86255 59981 10984 15290 38329 26653 4881 6795 219611 160337 18395 40879 3502 2435 446 621 90333 75409 14924 84801 58969 10798 15034 8698 6049 1108 1541 RESEARCH 200550 139457 25538 35555 PRINTING AND PUBLICATIO 97356 67699 12397 17260 LOSS ON INVESTMENT IN S 63109 63109 POSTAGE 46857 32583 5967 8307 2257803 1614033 271409 372361 54302 44303 127632 379913 224 3206 2725 2451 187196 184419 10018 2777 100854 37745 227738 164953 523493 635348 43355 72387 88100 55000 131455 127387 X -9096 -68635 401134 576596 392038 507961 523493 635348 115923 0 X X 0 1 1 X 0 X 1555464 1761298 1595152 1828848 2243833 8984595 57922 58681 11550 6000 14400 148553 1613386 1819979 1606702 1834848 2258233 9133148 495450 255170 562460 1106500 855500 3275080 0 495450 255170 562460 1106500 855500 3275080 5858068 10674 4979 646 59 16358 10674 4979 646 59 16358 1624060 1824958 1607348 1834907 2258233 9149506 0.64030 0.54950 0.00180 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23176 23173 3 164020 161246 2774 2777 37745 C 37745 WEBSITE DESIGN COSTS 156991 DUE FROM MPG 7962 164953 2373726 2257803 115923 115923 2544073 177547 177547 2366526 7200 7200 2373726 2443926 249232 249232 2194694 63109 63109 2257803 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS CONSOLIDATED STATEMENTS OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF DECEMBER 31, 2011 OR 2010. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT TWELVE MONTHS. AS OF DECEMBER 31, 2011, MASSINC IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE ORGANIZATION'S U.S. FEDERAL AND MASSACHUSETTS TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FROM THE DATE OF FILING. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES FROM FORM 990, PART VIII, LINE 6B 10,966. INCOME FROM CONSOLIDATED AFFILIATE 59,659. DIRECT FUNDRAISING EXPENSES, PART X, LINE 8B 106,922. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL INCOME FROM CONSOLIDATED AFFILIATE 7,200. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE FROM FORM 990, PART VIII, LINE 6B 10,966. EXPENSES OF CONSOLIDATED AFFILIATE 131,344. DIRECT FUNDRAISING EXPENSES, PART X, LINE 8B 106,922. PART XIII, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM INVESTMENT IN SUBSIDIARY 63,109. 15TH ANNIVERSARY EVENT 294500 294500 29617 58330 18975 294500 294500 29617 58330 18975 106922 187578 0 UNDERGRADUATE JOURNALISM SCHOLARSHIP 3 15000 FMW X X 0 0 0 0 0 0 0 0 0 LAUREN LOUISON 150563 0 0 0 0 0 8996 0 5291 0 164850 0 0 0 MASSINC POLLING GROUP INC (MPG) THE ORGANIZATION OWNS 80% OF MPG AND HAVE COMMON OFFICERS 112550 THE ORGANIZATION PURCHASED SERVICES IN THE AMOUNT OF $112,550 FROM MPG DURING THE YEAR ENDED DECEMBER 31, 2011. 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE 990 IS E-MAILED TO BOARD MEMBERS FOR REVIEW AND COMMENTS ARE SENT TO THE DIRECTOR OF FINANCE AND OPERATIONS BEFORE FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SENT TO DIRECTORS, OFFICERS AND MANAGEMENT AND REVIEWED PRIOR TO THE FINAL BOARD MEETING EACH YEAR. AT THIS TIME THESE INDIVIDUALS HAVE THE OPPORTUNITY TO UPDATE THE CONFLICT OF INTEREST POLICY AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD, IN APPROVING THE ANNUAL BUDGET OF THE ORGANIZATION, APPROVES THE SALARY FOR THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. AUDIT COMMITTEE FORM 990; PART XII, LINE 2C THE AUDIT COMMITTEE OVERSEES THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANTS. PRIOR YEAR RESTATEMENT PART I LINES 17 & 22: PART X; LINES 12 & 27: AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2010 HAS BEEN RESTATED TO INCLUDE MASSINC'S 80% SHARE OF THE LOSS IN ITS SUBSIDIARY MPG. THE LOSS IN SUBSIDIARY FOR THE YEAR ENDED DECEMBER 31, 2010 THAT SHOULD HAVE BEEN REFELCTED ON MASSINC'S 2010 FORM 990 AMOUNTED TO $64,146. AS A RESULT THE INVESTMENT IN SUBSIDIARY ASSET, AND THE UNRESTRICTED NET ASSET BALANCE HAVE BEEN REDUCED BY $64,146 AND THE 2010 EXPENSES HAVE BEEN INCREASED BY THE SAME AMOUNT. MASSINC POLLING GROUP INC 18 TREMONT STREET BOSTON MA 02108 273708972 CONDUCTS POLLING, MARKET RESEARCH MA C -63109 56078 0.80000 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 MASSINC POLLING GROUP INC M 7200 FMV OF RENT MASSINC POLLING GROUP INC L 112550 FMV OF SERVICES PERFORMED