2024-02-13T09:56:12-06:00 2023-03-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2022-04-01 041180450 AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC AMER 6174823170 1 CENTER PLAZA 850 BOSTON MA 02108 CAROL ROSE EXECUTIVE DIRECTOR 6174823170 2024-02-13 1 CAROL ROSE 999009999 1 PATRICK J MARTIN P00283486 4012742001 2024-02-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROL ROSE 1 CENTER PLAZA 850 BOSTON MA 02108 3458951 0 X WWW.ACLUM.COM X 1973 MA ACLU OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LEGISLATION. 31 31 0 15 0 0 289208 495608 3004858 2712009 176547 234872 0 16462 3470613 3458951 0 140000 0 0 1363906 0 0 0 0 474207 2120916 1838113 2260916 1632500 1198035 13573431 21226265 202233 7444190 13371198 13782075 ACLU OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LEGISLATION. 0 0 1983758 140000 2712009 ACLU OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LEGISLATION. 1983758 0 1 0 1 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 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 MA X X SHIRLEY LAI 6174823170 1 CENTER PLAZA BOSTON MA 02108 KIRSTEN MAYER PRESIDENT 2.00 X X 0 0 0 DAVID BOWMAN VICE PRESIDENT 2.00 X X 0 0 0 STEPHEN HALL TREASURER 2.00 X X 0 0 0 RONALDO RAUSEO-RICUPERO CLERK (TO 06/22) 2.00 X X 0 0 0 NIKOLAS BOWIE CLERK (AS OF 09/22) 2.00 X X 0 0 0 ALEXANDRA PINEROS SHIELDS DIRECTOR 2.00 X 0 0 0 ANGELA GOMES DIRECTOR 2.00 X 0 0 0 ANNMARIE LEVINS DIRECTOR 2.00 X 0 0 0 DANIEL GOLDBERG DIRECTOR 2.00 X 0 0 0 DAVID ZIMMER DIRECTOR 2.00 X 0 0 0 ELLEN PARADISE FISHER DIRECTOR 2.00 X 0 0 0 EMILY FISH DIRECTOR 2.00 X 0 0 0 GERALDINE HINES DIRECTOR 2.00 X 0 0 0 HANNAH KILSON DIRECTOR 2.00 X 0 0 0 HOLLY GUNNER DIRECTOR 2.00 X 0 0 0 HOWARD COOPER DIRECTOR (AS OF 09/22) 2.00 X 0 0 0 JUDY BIGBY DIRECTOR 2.00 X 0 0 0 MADELEINE RODRIGUEZ DIRECTOR 2.00 X 0 0 0 KATHRYN WARREN BARNES DIRECTOR 2.00 X 0 0 0 KENDRA ALBERT DIRECTOR 2.00 X 0 0 0 KEVIN PRUSSIA DIRECTOR 2.00 X 0 0 0 KIM MARRKAND DIRECTOR 2.00 X 0 0 0 LAEL CHESTER DIRECTOR (TO 06/22) 2.00 X 0 0 0 LISA WONG DIRECTOR 2.00 X 0 0 0 MARIA BELEN POWER DIRECTOR (AS OF 09/22) 2.00 X 0 0 0 MARTIN MURPHY DIRECTOR (TO 06/22) 2.00 X 0 0 0 NANCY RYAN DIRECTOR 2.00 X 0 0 0 NICKI NICHOLS GAMBLE DIRECTOR 2.00 X 0 0 0 NIKOLAS BOWIE DIRECTOR (TO 06/22) 2.00 X 0 0 0 RONALDO RAUSEO-RICUPERO DIRECTOR (AS OF 09/22) 2.00 X 0 0 0 STEPHANIE MARZOUK DIRECTOR (AS OF 09/22) 2.00 X 0 0 0 SUMA NAIR DIRECTOR 2.00 X 0 0 0 SUSAN WHITEHEAD DIRECTOR (AS OF 09/22) 2.00 X 0 0 0 SUSAN YANOW DIRECTOR (TO 06/22) 2.00 X 0 0 0 TOM HILBINK DIRECTOR (AS OF 09/22) 2.00 X 0 0 0 SANDRA SUSAN SMITH DIRECTOR 2.00 X 0 0 0 SHIRLEY LAI DIRECTOR OF FINANCE 10.00 30.00 X 0 220269 94177 CAROL ROSE EXECUTIVE DIRECTOR 16.00 24.00 X 0 295196 145668 MATTHEW SEGAL LEGAL DIRECTOR (TO 03/23) 1.00 39.00 X 0 212666 40412 0 728131 280257 3 0 1 0 0 80000 415608 495608 MEMBERSHIP INCOME 900099 2712009 2712009 2712009 234872 234872 COALITION PARTNERS SUP 900099 16462 16462 16462 3458951 2728471 0 234872 140000 140000 3507 2827 680 10000 10000 114000 114000 24541 21910 2631 80526 70780 9746 50202 44986 5216 20408 18307 2101 178965 160937 18028 9930 5509 4421 836 753 83 5903 4938 965 SHARED EMPLOYEES AND BE 1527457 1310575 216882 BOOKS AND SUBSCRIPTIONS 36172 35764 408 TELEPHONE AND EQUIP 24680 23749 931 PRINTING 20428 18993 1435 13361 9730 3631 2260916 1983758 277158 0 3720920 1739731 10030 836 34619 9194 9429249 11840419 388643 7636921 13573431 21226265 103306 140954 98927 7303236 202233 7444190 X 13371198 13702075 80000 13371198 13782075 13573431 21226265 1198035 -787158 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 10030 836 9194 9194 DUE TO FROM ACLU NATIONAL 800849 RIGHT TO USE ASSET-OPERATING LEASE 6836072 7636921 DUE TO ACLU FOUNDATION OF MA 47242 OPERATING LEASE PAYABLE 7255994 7303236 X 2701731 -787158 29938 -757220 3458951 0 3458951 2290854 29938 29938 2260916 0 2260916 PART X, LINE 2: THE UNION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE UNION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE UNION ANNUALLY FILES IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE UNION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. 1 BRAZILIAN POLICY CENTER 14 HARVARD AVE FL 2 ALLSTON MA 02134 463648100 501(C)(4) 0 20000 WORK AND FAMILY MOBILITY VOTE YES ON 4 PO BOX 15 BOSTON MA 02137 882963754 501(C)(4) 0 120000 WORK AND FAMILY MOBILITY 2 PART I, LINE 2: FUNDS WERE ALLOCATED FOR THE WORK/MOBILITY ACT/YES ON 4 AS A RESULT OF A STRATEGIC ADVOCACY DECISION TO BE PART OF THE EXECUTIVE LEADERSHIP OF THE BALLOT QUESTION CAMPAIGN IN MA. IN ADDITION TO THE MONEY, THE ACLU WAS PART OF THE INTEGRATED CAMPAIGN TEAM THAT WAS MADE UP OF MANY GROUPS FOR THE PURPOSE OF PASSING THE BALLOT QUESTION. THAT DECISION-MAKING AND BUDGETING WAS DONE THROUGH OUR REGULAR BUDGETING PROCESS WITH THE STAFF AND THE BOARD. 0 0 0 0 0 0 0 0 0 CAROL ROSE EXECUTIVE DIRECTOR 0 295196 0 0 0 0 0 118540 0 27128 0 440864 0 0 SHIRLEY LAI DIRECTOR OF FINANCE 0 220269 0 0 0 0 0 85034 0 9143 0 314446 0 0 MATTHEW SEGAL LEGAL DIRECTOR (TO 03/23) 0 212666 0 0 0 0 0 12676 0 27736 0 253078 0 0 FORM 990, PART VI, SECTION A, LINE 4 JUNE 2022 BY LAW CHANGE THE BYLAWS AMENDMENTS IS RELATED TO CODIFYING ACLUM'S ELECTRONIC VOTING PROCEDURE FOR ANNUAL DIRECTOR ELECTIONS. ELECTRONIC VOTING FOR ACLUM DIRECTOR CANDIDATES ACLUM'S BYLAWS RULES REGARDING VOTING BY OUR STATE MEMBERSHIP (CLASS A MEMBERS) WERE WRITTEN PRIOR TO SOCIETY'S NOW-PREVALENT USE OF ELECTRONIC COMMUNICATION. THE CHANGES MODERNIZE THE LANGUAGE AROUND HOW MEMBERS AND ACLUM MAY COMMUNICATE REGARDING DIRECTOR ELECTIONS AND CODIFY THE METHOD OF ELECTRONIC VOTING THAT ACLUM HAS ADOPTED AS AN EMERGENCY MEASURE DUE TO THE COVID-19 PANDEMIC. THE CHANGE, IN CONJUNCTION WITH THE AMENDMENTS ENACTED IN JUNE 2021, IS INTENDED TO HELP FORTIFY ACLUM'S BOARD OF DIRECTORS ELECTIONS PROCESS AGAINST POTENTIAL INTERFERENCE, AS WELL AS TO MAKE THE ELECTIONS PROCESS MORE EFFICIENT AND LESS COSTLY THAN MAILING ELECTION BALLOTS TO CLASS A MEMBERS. SEE SECS 2.8, 2.9, 3.4(B), AND 11.2(B). FORM 990, PART VI, SECTION A, LINE 6 THERE ARE TWO (2) CLASSES OF MEMBERS OF THE CORPORATION ("MEMBERS"): CLASS A MEMBERS AND CLASS B MEMBERS. THE CLASS A MEMBERS ARE ALL GENERAL MEMBERS OF THE AMERICAN CIVIL LIBERTIES UNION, INC., A DISTRICT OF COLUMBIA CORPORATION (THE "ACLU"), HAVING AN ADDRESS OF RECORD WITHIN THE COMMONWEALTH OF MASSACHUSETTS. THE CLASS B MEMBERS SHALL BE THOSE INDIVIDUALS WHO ARE SERVING, FROM TIME TO TIME, ON THE BOARD OF DIRECTORS (AS HEREAFTER DEFINED) AND WHO ARE ALSO CLASS A MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE CLASS A MEMBERS SHALL HAVE THE POWER AND AUTHORITY TO ELECT THE DIRECTORS OF THE CORPORATION AND TO AMEND THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B AS REQUIRED, WE MAKE A COMPLETED COPY OF THE FORM 990 AVAILABLE TO THE ACLU MA BOARD MEMBERS PRIOR TO THE RETURN BEING FILED. ALL BOARD MEMBER CHANGES, IF ANY, ARE FORWARDED TO THE PREPARER PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C IF CONFLICTS OF INTEREST ARE PRESENT, THE INTERESTED MEMBER IS NOT PERMITTED TO VOTE ON RELATED ISSUES. ANNUALLY AT A BOARD MEETING ANY POTENTIAL CONFLICTS ARE DISCUSSED AND DISCLOSED. ANY CONFLICTS ARE DOCUMENTED AT THAT MEETING. FORM 990, PART VI, SECTION C, LINE 19 ACLU OF MA, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CERTAIN GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE SEC. OF STATE'S WEBSITE. ACLU FOUNDATION OF MASSACHUSETTS 1 CENTER PLAZA BOSTON MA 02108 473686152 PRESERVE CIVIL LIBERTIES MA 501(C)(3) LINE 10 AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS 1 ACLU NATIONAL ORG 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 133871360 MANAGES MEMBERSHIP AND SMALL UNION NY 501(C)(4) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ACLU FOUNDATION OF MA O 1573807 COST ACLU FOUNDATION OF MA N 604162 COST