2023-07-27T16:04:49-05:00 2022-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2022-01-01 042457605 PHILANTHROPY MASSACHUSETTSINC PHIL 6174262606 133 FEDERAL STREET 802 BOSTON MA 02110 JEFFREY POULOS CHIEF EXECUTIVE OFFICER 6174262606 2023-07-25 1 JEFFREY POULOS XXX-XX-XXXX 0 DAVID KELLEHER CPA P01059560 5083669100 2023-07-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY POULOS 133 FEDERAL STREET 802 BOSTON MA 02110 5120194 0 X WWW.PHILANTHROPYMA.ORG X 1969 MA TO PROMOTE THE PRACTICE AND EXPANSION OF EFFECTIVE AND RESPONSIBLE PHILANTHROPY TO IMPROVE THE HEALTH AND VITALITY OF THE REGION. 19 18 13 100 0 0 4281803 4708272 245686 384576 3744 27346 0 0 4531233 5120194 2254842 1966657 0 0 923508 1026866 0 0 209585 1200747 1857506 4379097 4851029 152136 269165 3861413 4841096 199983 910501 3661430 3930595 X TO PROMOTE THE PRACTICE AND EXPANSION OF EFFECTIVE AND RESPONSIBLE PHILANTHROPY TO IMPROVE THE HEALTH AND VITALITY OF THE REGION. 0 0 1330673 1108641 SUMMER FUND: A 51-YEAR-OLD DONOR COLLABORATIVE SUPPORTING SUMMER CAMPS AND PROGRAMS FOR DISADVANTAGED AND AT-RISK YOUTH COMMUNITIES IN GREATER BOSTON. THE SUMMER FUND SUPPORTED OVER 50 NONPROFITS OPERATING OVER 100 SUMMER CAMP AND PROGRAM SITES. IN 2022, THE FUND SUPPORTED GENERAL OPERATING, A HOMELESS CAMPERSHIP FUND, AND A MENTAL HEALTH FUND FOR THE PORTFOLIO OF CAMPS. 508498 48335 MEMBER SERVICES: DURING 2022, PHILANTHROPY MASSACHUSETTS PROVIDED ITS FUNDER MEMBERS AND THE FUNDING COMMUNITY WITH A RANGE OF VIRTUAL PROGRAM OFFERINGS COVERING MULTIPLE TOPICS AND REGIONS. OVER 2,000 PARTICIPANTS ATTENDED PROGRAMS ON TOPICS INCLUDING: REGIONAL VIRTUAL MEETINGS, A POWER AND EQUITY SERIES, PHILANTHROPY 101, MA ARTS FUNDERS NETWORK, MA COMMUNITY FOUNDATION PARTNERSHIP, PROGRAM STAFF LEARNING NETWORK, BEHAVIORAL HEALTH FUNDERS, CFO NETWORK, TRUSTEES, CORPORATE FUNDERS, AND FAMILY FOUNDATION CEOS. RESOURCE STAFF PROVIDED CUSTOMIZED RESEARCH FOR FUNDER MEMBERS. 2164535 858016 114967 FISCAL SPONSORSHIP ACTIVITIES: PHILANTHROPY MASSACHUSETTS PROVIDES GENERAL FINANCIAL MANAGEMENT THAT INCLUDES ACCOUNTS RECEIVABLE, ACCOUNTS PAYABLE, PROVIDING PERIODIC STATEMENTS OF THE ACCOUNT, AND HANDLING ALL STATE AND FEDERAL FILINGS TO INCORPORATED AND UNINCORPORATED ENTITIES OPERATING FOR CHARITABLE PURPOSES. 273684 221274 NONPROFIT PARTNER SERVICES: PHILANTHROPY MASSACHUSETTS HAS 400 GRANT SEEKING PARTNERS, NONPROFIT ORGANIZATIONS AND CONSULTANTS. PHILANTHROPY MASSACHUSETTS BRIDGES THE NONPROFIT AND FUNDER COMMUNITIES BY GIVING ACCESS TO RESEARCH AND INFORMATION TO SUPPORT FUND DEVELOPMENT, PROVIDING PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES FOR NONPROFIT STAFF MEMBERS. SOME OF THE PROGRAMS PRESENTED INCLUDE MEET-THE-DONORS AND SKILL-BUILDING WORKSHOPS IN GRANT RESEARCH, GRANT WRITING, DONOR CULTIVATION, A FUNDRAISING CERTIFICATE PROGRAM AND A FUNDRAISING FOR SENIOR EXECUTIVES PROGRAM. THE RESOURCE STAFF PROVIDED VIRTUAL ACCESS TO DATABASES FOR GRANT RESEARCH AS WELL AS ONE-ON-ONE TRAINING ON RESEARCH. CUSTOMIZED RESEARCH IS PROVIDED BY THE RESOURCE CENTER TO PARTNERS AT A PREMIUM LEVEL. 273684 221274 4277390 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 56 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA IL X JEFF POULOS CEO 6174262606 133 FEDERAL STREET 802 BOSTON MA 02110 JEFFREY POULOS CHIEF EXECUTIVE OFFICER 40.00 X X 171737 0 22277 ALEX MCCRAY VICE PRESIDENT, MEMBER ENGAGEMENT & STRATEGIC INIT 40.00 X 102203 0 17867 AUDREY SHELTO CHAIR 1.30 X X 0 0 0 GILES LI VICE CHAIR 1.30 X X 0 0 0 ROB ZACCARDI TREASURER 1.30 X X 0 0 0 KAREN GILL ASSISTANT TREASURER 1.30 X X 0 0 0 JAY KIM CLERK 1.30 X X 0 0 0 ERIC ESTEVES AT LARGE EXEC COMM 1.30 X X 0 0 0 KATE GRUNDY AT LARGE EXEC COMM 1.30 X X 0 0 0 LYNNE DOBLIN AT LARGE EXEC COMM (UNTIL 9/2022) 1.00 X X 0 0 0 KATE CARNEY DIRECTOR 1.00 X 0 0 0 JOSIE GREENE DIRECTOR 1.00 X 0 0 0 LIANA KRUPP DIRECTOR 1.00 X 0 0 0 JAMES MAGUIRE DIRECTOR (AS OF 10/2022) 1.00 X 0 0 0 ALI MATHIAS DIRECTOR 1.00 X 0 0 0 NATANJA CRAIG OQUENDO DIRECTOR 1.00 X 0 0 0 GEETA PRADHAN DIRECTOR 1.00 X 0 0 0 ALEXANDRA PINEROS SHIELDS DIRECTOR 1.00 X 0 0 0 BRYAN SPENCE DIRECTOR 1.00 X 0 0 0 NANCY STAGER DIRECTOR (AS OF 10/2022) 1.00 X 0 0 0 PETER TAYLOR DIRECTOR 1.00 X 0 0 0 PRENTICE ZINN DIRECTOR 1.00 X 0 0 0 RUTH ELLEN FITCH DIRECTOR (UNTIL 9/2022) 1.00 X 0 0 0 PHIL BUCHANAN DIRECTOR (UNTIL 10/2022) 1.00 X 0 0 0 DAVID HOWSE DIRECTOR (UNTIL 10/2022) 1.00 X 0 0 0 273940 0 40144 2 0 1 0 ALLYCE NAJIMY 58 O STREET SOUTH BOSTON MA 02127 CONSULTANT 124339 RENNIE CENTER FOR EDUCATION RESEARCH & P 45 TEMPLE PL BOSTON MA 02111 CONSULTANT 105116 2 711343 3996929 4708272 PROGRAM SERVICE FEE 813219 384576 384576 384576 27346 27346 5120194 384576 0 27346 X 1966657 1966657 194014 128049 38803 27162 676287 468650 82971 124666 41728 27370 5292 9066 46545 33587 2800 10158 68292 46538 9206 12548 30802 5772 25030 612999 497751 115248 47271 26270 15010 5991 22424 130 22294 140698 92821 28777 19100 5752 4968 734 50 978629 977622 163 844 REGISTRATION FEES, DUES 12112 1095 11017 MISCELLANEOUS 6819 110 6709 4851029 4277390 364054 209585 681519 861351 3052851 3155811 78889 7342 5915 6911 160389 70045 14406 90344 27833 719337 3861413 4841096 111045 156053 88938 14110 0 740338 199983 910501 X 1281703 1307852 2379727 2622743 3661430 3930595 3861413 4841096 269165 0 X X 0 1 X 1 0 X 1438367 2458359 3986430 4281803 4708272 16873231 1438367 2458359 3986430 4281803 4708272 16873231 3146983 13726248 7901 17504 8430 3744 27346 64925 16938156 1362209 0.81040 0.81070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 29385 29385 0 131004 40660 90344 90344 SECURITY DEPOSIT 27833 RIGHT-OF-USE ASSET 691504 719337 OPERATING LEASE LIABILITY 740338 740338 X 5120194 0 5120194 0 5120194 4851029 0 4851029 0 4851029 PART X, LINE 2: PHILANTHROPY MASSACHUSETTS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. PHILANTHROPY MASSACHUSETTS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2022. PHILANTHROPY MASSACHUSETTS' INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 1 AFRICAN COMMUNITY ECONOMIC DEVELOPMENT OF NEW ENGLAND 48 JOHN ELIOT SQ BOSTON MA 02119 510419358 501(C)3 7500 0 FOR OPERATING AND PROGRAM SUPPORT AFRICAN CULTURAL SERVICES INC PO BOX 540325 WALTHAM MA 02451 273145250 501(C)3 22123 0 FOR OPERATING AND PROGRAM SUPPORT AGASSIZ BALDWIN COMMUNITY 20 SACRAMENTO STREET CAMBRIDGE MA 02138 042862401 501(C)3 10500 0 FOR OPERATING AND PROGRAM SUPPORT AGASSIZ VILLAGE 40 BRUNSWICK STREET LOWELL MA 01852 042160531 501(C)3 37033 0 FOR OPERATING AND PROGRAM SUPPORT ARTISTS FOR HUMANITY 100 WEST SECOND STREET BOSTON MA 02127 043138434 501(C)3 10000 0 FOR OPERATING AND PROGRAM SUPPORT BASE CHICAGO 230 N KOLMAR AVE CHICAGO IL 60624 461856641 501(C)3 55100 0 FOR OPERATING AND PROGRAM SUPPORT BEACON ACADEMY 477 LONGWOOD AVENUE BOSTON MA 02215 731710051 501(C)3 25000 0 FOR OPERATING AND PROGRAM SUPPORT BIG SISTER ASSOCIATION OF GREATER BOSTON 20 PARK PLAZA STE 1420 BOSTON MA 02116 042150651 501(C)3 31000 0 FOR OPERATING AND PROGRAM SUPPORT BOSTON CHINATOWN NEIGHBORHOOD CENTER 885 WASHINGTON STREET BOSTON MA 02111 237209691 501(C)3 22500 0 FOR OPERATING AND PROGRAM SUPPORT BOSTON COMMUNITY PEDIATRICS INC 905B S MAIN ST STE 104 MANSFIELD MA 02048 843081463 501(C)3 30000 0 FOR OPERATING AND PROGRAM SUPPORT BOSTON EXPLORERS 72 MONTGOMERY STREET BOSTON MA 02116 453710863 501(C)3 10000 0 FOR OPERATING AND PROGRAM SUPPORT BOSTON'S HIGHER GROUND 384 WARREN ST ROXBURY MA 02119 273660369 501(C)3 30000 0 FOR OPERATING AND PROGRAM SUPPORT BOYS AND GIRLS CLUBS OF DORCHESTER 1135 DORCHESTER AVENUE DORCHESTER MA 02125 237076465 501(C)3 20000 0 FOR OPERATING AND PROGRAM SUPPORT BROOKLINE CENTER FOR COMMUNITY 41 GARRISON RD BROOKLINE MA 02445 042263744 501(C)3 27000 0 FOR OPERATING AND PROGRAM SUPPORT BROOKLINE TEEN CENTER 40 ASPINWALL AVENUE BROOKLINE MA 02445 263042342 501(C)3 36000 0 FOR OPERATING AND PROGRAM SUPPORT CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 046002073 501(C)3 36580 0 FOR OPERATING AND PROGRAM SUPPORT CAMBRIDGE COMMUNITY CENTER IN 5 CALLENDER STREET CAMBRIDGE MA 021392996 042477881 501(C)3 11000 0 FOR OPERATING AND PROGRAM SUPPORT CAMP STARFISH 636 GREAT ROAD STE 2 STOW MA 01775 043454511 501(C)3 17500 0 FOR OPERATING AND PROGRAM SUPPORT CHICA PROJECT 1266 FURNACE BROOKE PARKWAY SUITE 410 QUINCY MA 02169 453866647 501(C)3 30000 0 FOR OPERATING AND PROGRAM SUPPORT CHICAGO CHILDREN'S CHOIR 78 E WASHINGTON ST 5TH FL CHICAGO IL 60602 510140419 501(C)3 30000 0 FOR OPERATING AND PROGRAM SUPPORT CHICAGO CUBS CHARITY 1060 WEST ADDISON CHICAGO IL 60613 363443543 501(C)3 15000 0 FOR OPERATING AND PROGRAM SUPPORT COLLEGE POSSIBLE CHICAGO 215 WEST SUPERIOR STREET 300 CHICAGO IL 60654 411968798 501(C)3 20000 0 FOR OPERATING AND PROGRAM SUPPORT COMMUNITY ACTION PROGRAM INTER 100 EVERETT AVE SUITE 14 CHELSEA MA 02150 042428915 501(C)3 13000 0 FOR OPERATING AND PROGRAM SUPPORT COMMUNITY ARTS CENTER INC 119 WINDSOR STREET CAMBRIDGE MA 02139 042496097 501(C)3 7500 0 FOR OPERATING AND PROGRAM SUPPORT CROSSROADS FOR KIDS 119 MYRTLE STREET DUXBURY MA 023322903 042103837 501(C)3 32500 0 FOR OPERATING AND PROGRAM SUPPORT EAST BOSTON SOCIAL CENTERS IN 68 CENTRAL SQUARE EAST BOSTON MA 02128 042104257 501(C)3 25000 0 FOR OPERATING AND PROGRAM SUPPORT ENGAGE MIAMI INC 863 NE 79TH ST MIAMI FL 33138 474435189 501(C)3 15000 0 FOR OPERATING AND PROGRAM SUPPORT EXPRESS YOURSELF INC 100 CUMMINGS CENTER SUITE 165-E BEVERLY MA 01915 043294365 501(C)3 7000 0 FOR OPERATING AND PROGRAM SUPPORT FOUNDATION FOR BOSTON CENTERS FOR YOUTH & FAMILIES 1483 TREMONT STREET BOSTON MA 02120 042602576 501(C)3 80000 0 FOR OPERATING AND PROGRAM SUPPORT FOURTH PRESBYTERIAN CHURCH 340 DORCHESTER STREET SOUTH BOSTON MA 02127 222525921 501(C)3 18100 0 FOR OPERATING AND PROGRAM SUPPORT FRIENDS OF THE CHILDREN BOSTON 184 DUDLEY ST SUITE 100 ROXBURY MA 02119 201581289 501(C)3 30000 0 FOR OPERATING AND PROGRAM SUPPORT FUND TEXAS CHOICE 3005 S LAMAR BLVD SUITE D109 AUSTIN TX 78704 463372095 501(C)3 15000 0 FOR OPERATING AND PROGRAM SUPPORT GIRLS SCOUTS OF EASTERN MA 111 EAST GROVE STREET MIDDLEBORO MA 02346 042703281 501(C)3 9000 0 FOR OPERATING AND PROGRAM SUPPORT JORDAN BOYS AND GIRLS CLUB 30 WILLOW STREET CHELSEA MA 02150 042103922 501(C)3 10500 0 FOR OPERATING AND PROGRAM SUPPORT LEVEL GROUND MIXED MARTIAL ART 527 COLUMBIA ROAD BOSTON MA 02125 463915852 501(C)3 10000 0 FOR OPERATING AND PROGRAM SUPPORT LOUIS D BROWN PEACE INSTITUTE 15 CHRISTOPHER ST DORCHESTER MA 02122 263068254 501(C)3 30000 0 FOR OPERATING AND PROGRAM SUPPORT MASSACHUSETTS AUDUBON 208 SOUTH GREAT ROAD LINCOLN MA 01773 042104702 501(C)3 17000 0 FOR OPERATING AND PROGRAM SUPPORT MGH ASPIRE 125 NASHUA STREET BOSTON MA 02114 041564655 501(C)3 8000 0 FOR OPERATING AND PROGRAM SUPPORT MOTHERS FOR JUSTICE AND EQUALITY 2201 WASHINGTON STREET BOSTON MA 02119 453741482 501(C)3 10000 0 FOR OPERATING AND PROGRAM SUPPORT MYSTIC LEARNING CENTER INC 530 MYSTIC AVE SOMERVILLE MA 02145 222800993 501(C)3 14500 0 FOR OPERATING AND PROGRAM SUPPORT NEEDHAM COMMUNITY FARM INC PO 920877 NEEDHAM MA 02492 113822708 501(C)3 22123 0 FOR OPERATING AND PROGRAM SUPPORT OUT METROWEST INC PO BOX 2122 FRAMINGHAM MA 01703 465712986 501(C)3 22123 0 FOR OPERATING AND PROGRAM SUPPORT PHILLIPS BROOKS HOUSE ASSOCIATION ONE NORTH HARVARD YARD CAMBRIDGE MA 02138 046046123 501(C)3 23500 0 FOR OPERATING AND PROGRAM SUPPORT PROJECT 351 50 CONGRESS STREET BOSTON MA 02109 454103159 501(C)3 50000 0 FOR OPERATING AND PROGRAM SUPPORT RED SOX FOUNDATION 4 JERSEY STREET BOSTON MA 02215 331007984 501(C)3 15000 0 FOR OPERATING AND PROGRAM SUPPORT RENNIE CENTER EDUCATION RESEARCH & POLICY 45 TEMPLE PLACE BOSTON MA 02111 510548106 501(C)3 7000 0 FOR OPERATING AND PROGRAM SUPPORT RON BURTON TRAINING VILLAGE 150 WOOD ROAD SUITE 300 BRAINTREE MA 02184 222570218 501(C)3 25000 0 FOR OPERATING AND PROGRAM SUPPORT SALESIAN BOYS & GIRLS CLUB 150 BYRON STREET EAST BOSTON MA 02128 042558218 501(C)3 7100 0 FOR OPERATING AND PROGRAM SUPPORT SOCIEDAD LATINA 1530 TREMONT STREET ROXBURY MA 02120 042678255 501(C)3 15000 0 FOR OPERATING AND PROGRAM SUPPORT SOMERVILLE YMCA 101 HIGHLAND AVENUE SOMERVILLE MA 02143 042103853 501(C)3 19000 0 FOR OPERATING AND PROGRAM SUPPORT SOUTH BOSTON NEIGHBORHOOD HOUSE 136 H STREET SOUTH BOSTON MA 02127 042104807 501(C)3 35000 0 FOR OPERATING AND PROGRAM SUPPORT SPORTSMEN'S TENNIS CLUB 950 BLUE HILL AVENUE DORCHESTER MA 02124 237037183 501(C)3 17500 0 FOR OPERATING AND PROGRAM SUPPORT SR MARY HART CHILDREN'S PROGRAM 175 RUGGLES STREET BOSTON MA 02120 530196617 501(C)3 8800 0 FOR OPERATING AND PROGRAM SUPPORT ST STEPHEN'S YOUTH PROGRAMS 419 SHAWMUT AVENUE BOSTON MA 02118 261749602 501(C)3 25000 0 FOR OPERATING AND PROGRAM SUPPORT TEEN CANCER AMERICA 11835 OLYMPIC BLVD LOS ANGELES CA 90064 460825676 501(C)3 10000 0 FOR OPERATING AND PROGRAM SUPPORT THE BASE 150 SHIRLEY ST ROXBURY MA 02119 461856641 501(C)3 50000 0 FOR OPERATING AND PROGRAM SUPPORT THE CITY SCHOOL 614 COLUMBIA ROAD DORCHESTER MA 02125 020532474 501(C)3 12000 0 FOR OPERATING AND PROGRAM SUPPORT THE SALVATION ARMY 25 SHAWMUT ROAD CANTON MA 02021 135562351 501(C)3 8000 0 FOR OPERATING AND PROGRAM SUPPORT THE SPORTS MUSEUM 100 LEGENDS WAY BOSTON MA 021141310 042637109 501(C)3 8500 0 FOR OPERATING AND PROGRAM SUPPORT THE WILY NETWORK 189 WELLS AVENUE SUITE 301 NEWTON MA 02459 472434992 501(C)3 7000 0 FOR OPERATING AND PROGRAM SUPPORT TRINITY BOSTON FOUNDATION 206 CLARENDON STREET BOSTON MA 02116 042736718 501(C)3 15383 0 FOR OPERATING AND PROGRAM SUPPORT UNITED SOUTH END SETTLEMENTS 48 RUTLAND ST BOSTON MA 02118 042104280 501(C)3 15000 0 FOR OPERATING AND PROGRAM SUPPORT UNIVERSITY OF MA FOUNDATION ONE BEACON STREET 31ST FLOOR BOSTON MA 02108 046013152 501(C)3 7500 0 FOR OPERATING AND PROGRAM SUPPORT WEST END HOUSE 105 ALLSTON STREET ALLSTON MA 02134 042105825 501(C)3 14500 0 FOR OPERATING AND PROGRAM SUPPORT WISCONSIN CONSERVATION VOICES 133 S BUTLER ST SUITE 320 MADISON WI 53703 731628891 501(C)3 12000 0 FOR OPERATING AND PROGRAM SUPPORT WRITE BOSTON 2300 WASHINGTON ST BOSTON MA 02119 461255108 501(C)3 10000 0 FOR OPERATING AND PROGRAM SUPPORT YAWKEY BOYS AND GIRLS CLUB 115 WARREN STREET ROXBURY MA 02119 042558218 501(C)3 10000 0 FOR OPERATING AND PROGRAM SUPPORT YMCA OF GREATER BOSTON 150 3RD AVENUE CHARLESTOWN MA 02129 042103551 501(C)3 10000 0 FOR OPERATING AND PROGRAM SUPPORT YOUTH ENRICHMENT SERVICES 412 MASSACHUSETTS AVENUE BOSTON MA 02118 042509466 501(C)3 12250 0 FOR OPERATING AND PROGRAM SUPPORT ZUMIX INC 260 SUMMER STREET EAST BOSTON MA 02128 043132674 501(C)3 25000 0 FOR OPERATING AND PROGRAM SUPPORT WEST END HOUSE BOYS & GIRLS CLUB 105 ALLSTON STREET ALLSTON MA 02134 263695198 501(C)3 7250 0 FOR OPERATING AND PROGRAM SUPPORT 71 PART I, LINE 2: PHILANTHROPY MASSACHUSETTS, INC. REQUIRES GRANTEE PROGRESS REPORTS AS WELL AS MAKING SITE VISITS TO VERIFY ACTIVITIES. X X X 0 0 0 0 0 0 0 0 0 JEFFREY POULOS CHIEF EXECUTIVE OFFICER 161737 0 10000 0 0 0 10283 0 11994 0 194014 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 PHILANTHROPY MASSACHUSETTS, INC. IS A MEMBERSHIP ORGANIZATION. MEMBERS ARE REQUIRED TO MAKE ANNUAL PAYMENTS FOR THEIR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WHO HAVE PAID THEIR ANNUAL MEMBERSHIP FEES ARE ENTITLED TO ONE VOTE. BOARD MEMBERS ARE NOMINATED BY THEIR PEERS AND ARE VOTED BY MEMBERS DURING THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B EVERY MEMBER IS ENTITLED TO ONE VOTE. WHEN A QUORUM IS REACHED, BOARD MEMBERS ARE ELECTED BY MAJORITY VOTES FROM MEMBERS. MAJORITY VOTES BY MEMBERS ARE ALSO REQUIRED TO AMEND CERTAIN PROVISIONS OF THE BY-LAWS INCLUDING, DETERMINATION OF MEMBERS OF THE CORPORATION, REMOVAL OF DIRECTORS, INDEMNIFICATION OF DIRECTORS & OTHERS AND TRANSACTIONS WITH INTERESTED MEMBERS, DIRECTORS, OFFICERS OR EMPLOYEES, EXCEPT WHERE A LARGER MAJORITY VOTE MAY BE REQUIRED BY LAW, THE ARTICLES OF ORGANIZATION AND BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS HAS DESIGNATED THE BOARD TREASURER AS THE REVIEWER OF THE FORM 990. THE TREASURER REVIEWS THE FORM 990 AND THEN CONTACTS THE TAX RETURN PREPARER WITH QUESTIONS AND CHANGES. ONCE QUESTIONS HAVE BEEN ADDRESSED, THE TREASURER INFORMS THE FINANCE COMMITTEE AND THEN PROVIDES A DIGITAL COPY OF THE FORM 990 TO ALL BOARD MEMBERS. SUBSEQUENTLY THE TREASURER AUTHORIZES THE TAX PREPARER TO ELECTRONICALLY SUBMIT THE FORM 990 TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PHILANTHROPY MASSACHUSETTS PROVIDES BOARD MEMBERS A CONFLICT OF INTEREST POLICY WITH LIST OF VENDORS TO REVIEW AND DISCLOSE ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S PERFORMANCE AND SETS COMPENSATION AFTER COMPLETION OF AN ANNUAL REVIEW BY THE CHAIR AND VICE CHAIR. COMPENSATION IS SET BASED AFTER REVIEW OF REGIONAL NON-PROFIT COMPENSATION DATA AND PHILANTHROPY MASSACHUSETTS' BUDGET PARAMETERS AS SET BY THE FINANCE COMMITTEE. THE CEO AND FINANCE COMMITTEE SET THE OTHER EMPLOYEES' SALARIES BASED ON SALARY SURVEYS FROM FIELD EXPERTS INCLUDING UNITED PHILANTHROPY FORUM, TSNE MISSION WORKS AND GUIDESTAR. CEO COMPARES STAFF POSITIONS TO OTHER INDIVIDUALS HOLDING SIMILAR POSITIONS IN SIMILAR AGENCIES. FORM 990, PART VI, SECTION C, LINE 19 PHILANTHROPY MASSACHUSETTS, INC. USES ITS WEBSITE TO PUBLICIZE ITS MISSION STATEMENT, LISTS ITS BOARD MEMBERS, AS WELL AS ITS PROGRAM AND ANNUAL REPORTS. OTHER ORGANIZATIONAL DOCUMENTS, INCLUDING 990'S, ARE AVAILABLE UPON A WRITTEN REQUEST. THE ORGANIZATIONAL 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.COM AND ON PHILANTHROPY MASSACHUSETTS' WEBSITE. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 497,751. MANAGEMENT AND GENERAL EXPENSES 115,248. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 612,999. FORM 990, PART XII, LINE 2C: PHILANTHROPY MASSACHUSETTS, INC. HAS NOT CHANGED THEIR OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.