2024-11-14T09:12:45-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990 2023-01-01 041661090 THE NEW ENGLAND COUNCIL INC NEWE 6177234009 98 NORTH WASHINGTON STREET 303 BOSTON MA 02114 JAMES T BRETT PRESIDENT & CEO 6177234009 2024-11-13 1 0 DOUGLAS FARRINGTON P00370668 6178075000 2024-11-14 2023 2024-10-15 13:58:12Z JAMES T BRETT 98 NORTH WASHINGTON STREET 303 BOSTON MA 02114 5317609 0 X WWW.NEWENGLANDCOUNCIL.COM X 1955 MA THE NEW ENGLAND COUNCIL IS AN ALLIANCE OF BUSINESSES, ACADEMIC AND HEALTH INSTITUTIONS, AND PUBLIC AND PRIVATE ORGANIZATIONS THROUGHOUT NEW ENGLAND, FORMED TO PROMOTE ECONOMIC GROWTH AND A HIGH QUALITY OF LIFE IN THE NEW ENGLAND REGION. THE COUNCIL IS DEDICATED TO IDENTIFYING AND SUPPORTING FEDERAL PUBLIC POLICIES AND ARTICULATING THE VOICE OF ITS MEMBERSHIP REGIONALLY AND NATIONALLY ON IMPORTANT ISSUES FACING NEW ENGLAND. THE NEW ENGLAND COUNCIL IS ALSO COMMITTED TO WORKING WITH PUBLIC AND PRIVATE SECTOR LEADERS ACROSS THE REGION AND IN WASHINGTON THROUGH EDUCATIONAL PROGRAMS AND FORUMS FOR INFORMATION EXCHANGE. 93 92 14 93 0 0 2401899 2485949 2693759 2555973 63887 275687 0 0 5159545 5317609 52569 52791 0 0 2706746 2906287 0 0 0 1539918 1657800 4299233 4616878 860312 700731 14430831 15343165 3625052 3776718 10805779 11566447 X TO FOSTER GROWTH OF THE COMPETITIVE ENTERPRISE SYSTEM OF BUSINESS IN NEW ENGLAND; TO DEVELOP AND MAINTAIN COMPREHENSIVE VIEWS OF NEW ENGLAND CONDITIONS AND PROBLEMS; TO SECURE RECOGNITION OF THE COMMONALITY OF ECONOMIC INTEREST SPECIFIC TO THE NEW ENGLAND REGION THAT TRANSCENDS CURRENT POLITICAL BOUNDARIES; TO BRING TOGETHER THE INTERESTS MOST CONCERNED WITH ANY NEW ENGLAND PROBLEM, AND TO PROMOTE COOPERATIVE ACTION BY SUCH INTERESTS; TO ENABLE NEW ENGLAND TO SPEAK WITH A SINGLE VOICE AND TO ACT WITH A UNITED PURPOSE; TO PROMOTE THE ADOPTION OF POLICIES BEST CALCULATED TO FURTHER NEW ENGLAND'S DEVELOPMENT AND PROSPERITY, CONSISTENT WITH THE NATIONAL INTEREST, AND THROUGH EXISTING ORGANIZATIONS, TO SECURE CONSTRUCTIVE COORDINATED ACTION IN SUPPORT OF SUCH POLICIES AND, TO CARRY ON ANY OTHER ACTIVITY WITHOUT PROFIT TO THE ORGANIZATIONS OR ANY PRIVATE INDIVIDUAL (WITHIN THE MEANING OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE OF 1986). 0 0 THE COUNCIL'S MEMBERSHIP REPRESENTS OVER 600 BUSINESS AND ORGANIZATIONS. THE COUNCIL HELD OVER 50 PROGRAMS THROUGHOUT THE YEAR FOR MEMBERS TO PARTICIPATE IN, EITHER IN-PERSON OR VIRTUALLY. THESE PROGRAMS INCLUDED EVENTS WITH MEMBERS OF CONGRESS FROM ALL SIX NEW ENGLAND STATES AND BEYOND, GOVERNORS, FEDERAL AGENCY OFFICIALS, FOREIGN AMBASSADORS, AND EXPERTS FROM WITHIN OUR MEMBERSHIP. THE COUNCIL HOSTED TWO SIGNATURE ANNUAL EVENTS, OUR TWO-DAY WASHINGTON LEADERS' CONFERENCE IN WASHINGTON, DC, IN MAY, AND OUR ANNUAL CELEBRATION IN BOSTON IN OCTOBER, DURING WHICH THE COUNCIL PRESENTED ITS NEW ENGLANDER OF THE YEAR AWARDS. THE COUNCIL ADVOCATED AT THE FEDERAL LEVEL ON A WIDE ARRAY OF POLICY ISSUES IMPACTING THE REGION'S ECONOMIC WELL-BEING, AND PUBLISHED REGULAR ELECTRONIC NEWSLETTERS AND POLICY DEVELOPMENTS IN CONGRESS AND THE FEDERAL GOVERNMENT. 0 0 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 1 0 0 0 0 0 0 0 0 0 1 17 0 14 1 0 0 0 0 1 1 0 0 0 X 93 92 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMES T BRETT CO NEW ENGLAND COUN 6177234009 98 NORTH WASHINGTON ST 303 BOSTON MA 02114 JOHN T HAILER CHAIRMAN 1.00 X X 0 0 0 JAMES T BRETT PRESIDENT/CEO 40.00 X X 858553 0 262048 JOHN W STADTLER TREASURER 1.00 X X 0 0 0 PATRICIA JACOBS VICE CHAIR 1.00 X X 0 0 0 JOSEPH BAERLEIN DIRECTOR 1.00 X 0 0 0 KELLI J ARMSTRONG PHD DIRECTOR 1.00 X 0 0 0 GRACE H LEE DIRECTOR 1.00 X 0 0 0 CHRISTIENNE K BIK DIRECTOR 1.00 X 0 0 0 KEVIN C CONROY DIRECTOR 1.00 X 0 0 0 CONNIE L BRENNAN DIRECTOR 1.00 X 0 0 0 GREG BUTLER DIRECTOR 1.00 X 0 0 0 PAMELA D EVERHART DIRECTOR 1.00 X 0 0 0 NICOLE M VERDI DIRECTOR 1.00 X 0 0 0 LAURA S PEABODY DIRECTOR 1.00 X 0 0 0 JEROME M SMITH DIRECTOR 1.00 X 0 0 0 TERESA R ROSENBERGER DIRECTOR 1.00 X 0 0 0 JOSEPH DALTON DIRECTOR 1.00 X 0 0 0 GEORGE F SHEVLIN IV DIRECTOR 1.00 X 0 0 0 DR IVA S MORSE DIRECTOR 1.00 X 0 0 0 JOSEPH FAY ESQ DIRECTOR 1.00 X 0 0 0 MICHAEL P FLAMMIA DIRECTOR 1.00 X 0 0 0 JOHN S CAPONE DIRECTOR 1.00 X 0 0 0 DAVID GOGGIN DIRECTOR 1.00 X 0 0 0 JAMES A GRASSO DIRECTOR 1.00 X 0 0 0 MOLLY K WILLIAMS DIRECTOR 1.00 X 0 0 0 DAN RIVERA DIRECTOR 1.00 X 0 0 0 MATTHEW S HOUDE DIRECTOR 1.00 X 0 0 0 DENNIS J KEARNEY ESQ DIRECTOR 1.00 X 0 0 0 WILLIAM F KENNEDY DIRECTOR 1.00 X 0 0 0 MARK C KALPIN DIRECTOR 1.00 X 0 0 0 SANDI HENNEQUIN DIRECTOR 1.00 X 0 0 0 DENNIS J LEONARD DIRECTOR 1.00 X 0 0 0 EDMUND SHALLCROSS DIRECTOR 1.00 X 0 0 0 PAUL MATTERA DIRECTOR 1.00 X 0 0 0 MATTHEW BEATON DIRECTOR 1.00 X 0 0 0 TIMOTHY J DELGIUDICE DIRECTOR 1.00 X 0 0 0 AMY CARNEVALE DIRECTOR 1.00 X 0 0 0 JOSEPH R NOLAN JR DIRECTOR 1.00 X 0 0 0 REBECCA DIAZ DIRECTOR 1.00 X 0 0 0 MIKE PRENTISS DIRECTOR 1.00 X 0 0 0 THOMAS D RATH DIRECTOR 1.00 X 0 0 0 MARK E REILLY DIRECTOR 1.00 X 0 0 0 KEN ROBINSON DIRECTOR 1.00 X 0 0 0 THOMAS E SAMOLUK DIRECTOR 1.00 X 0 0 0 JOANNE M SULLIVAN DIRECTOR 1.00 X 0 0 0 LEIGH WALTON DIRECTOR 1.00 X 0 0 0 DARRYL FESS DIRECTOR 1.00 X 0 0 0 ALISON WEISS DIRECTOR 1.00 X 0 0 0 JOHN F FITZGERALD DIRECTOR 1.00 X 0 0 0 WAYNE F LESPERANCE DIRECTOR 1.00 X 0 0 0 DR JOSEPH AOUN DIRECTOR 1.00 X 0 0 0 MAURA O BRIEN DIRECTOR 1.00 X 0 0 0 KENNETH K QUIGLEY JR DIRECTOR 1.00 X 0 0 0 PATRICK GRIFFIN DIRECTOR 1.00 X 0 0 0 BECCA GOULD DIRECTOR 1.00 X 0 0 0 CATHERINE PROVENCHER CPA DIRECTOR 1.00 X 0 0 0 EDMUND C KENEALY DIRECTOR 1.00 X 0 0 0 JOSEPH G MURPHY DIRECTOR 1.00 X 0 0 0 MARTY MEEHAN DIRECTOR 1.00 X 0 0 0 JAMIE OPPEDISANO DIRECTOR 1.00 X 0 0 0 JESSE O VILLARREAL DIRECTOR 1.00 X 0 0 0 STEVEN R DISALVO PHD DIRECTOR 1.00 X 0 0 0 JARED P ROSS DIRECTOR 1.00 X 0 0 0 THOMAS KERSHAW DIRECTOR 1.00 X 0 0 0 COURTNEY LARKIN DIRECTOR 1.00 X 0 0 0 KEVIN M MCGOVERN CPA DIRECTOR 1.00 X 0 0 0 ROBERT F RIVERS DIRECTOR 1.00 X 0 0 0 TIMOTHY C MCDOUGALD DIRECTOR 1.00 X 0 0 0 GRAHAM SHALGIAN DIRECTOR 1.00 X 0 0 0 CATHERINE A SAUNDERS DIRECTOR 1.00 X 0 0 0 SHAUN REAL DIRECTOR 1.00 X 0 0 0 DOUGLAS ROBBINS DIRECTOR 1.00 X 0 0 0 KATY D O'NEIL DIRECTOR 1.00 X 0 0 0 AMY V DOW DIRECTOR 1.00 X 0 0 0 FRANCIS X HAYES DIRECTOR 1.00 X 0 0 0 KEVIN GRANT DIRECTOR 1.00 X 0 0 0 GREGORY H SMITH DIRECTOR 1.00 X 0 0 0 DANIEL W WALKER DIRECTOR 1.00 X 0 0 0 MALISA SCHUYLER DIRECTOR 1.00 X 0 0 0 PATRICK BRENNAN DIRECTOR 1.00 X 0 0 0 KATHERINE CRAVEN DIRECTOR 1.00 X 0 0 0 MICHAEL A CURRY DIRECTOR 1.00 X 0 0 0 SARAH EVANS DIRECTOR 1.00 X 0 0 0 CATHLEEN FINN DIRECTOR 1.00 X 0 0 0 JENNIFER M GALLAGHER DIRECTOR 1.00 X 0 0 0 KRISTEN GARVEY DIRECTOR 1.00 X 0 0 0 BRIAN P GRIPP DIRECTOR 1.00 X 0 0 0 DR ROBERT E JOHNSON DIRECTOR 1.00 X 0 0 0 KRISTIN LEWIS DIRECTOR 1.00 X 0 0 0 RICHARD M PAGLIA DIRECTOR 1.00 X 0 0 0 JEFFREY TENGEL DIRECTOR 1.00 X 0 0 0 JOHN D KEENAN DIRECTOR 1.00 X 0 0 0 ROBERT E SHERMAN DIRECTOR 1.00 X 0 0 0 LAWRENCE E ZABAR EXECUTIVE VICE PRESIDENT 40.00 X 355952 0 31225 EMILY HEISIG SVP COMMUNICATION 40.00 X 190000 0 27036 1404505 0 320309 3 0 1 0 BERRYDUNN 51 SAWYER ROAD SUITE 610 WALTHAM MA 02453 ACCOUNTING AND LEGAL SERVICES 155154 1 2485949 2485949 EVENTS AND PROJECTS 900099 2555973 2555973 2555973 275687 275687 5317609 2555973 0 275687 X 52791 1427776 1075836 37998 236718 127959 188092 49898 18100 157400 276531 60932 23918 EVENT EXPENSES 804499 DUES & SUBSCRIPTIONS 37010 BAD DEBTS 19600 PROJECT EXPENSES 15397 6423 4616878 4650639 1573418 1461820 809247 487795 423485 82113 138257 320854 259110 25047 61744 4250504 8764262 3472913 3572752 14430831 15343165 120875 124863 45326 79341 3458851 3572514 3625052 3776718 X 10606537 11353379 199242 213068 10805779 11566447 14430831 15343165 700731 59937 0 X X 0 1 X 1 0 0 0 0 2485949 49898 49898 49898 19189 11308 7881 43042 2869 40173 258623 244933 13690 61744 DEFERRED COMPENSATION 457(F) PLAN (ER FUNDED) 2697924 457(B) EMPLOYEE DEFERRAL PLAN 287828 WEBSITE IMPROVEMENTS 41248 RIGHT-OF-USE ASSETS 545752 3572752 DEFERRED COMPENSATION 457(F) PLAN - (ER FUNDED) 2697924 457(B) EMPLOYEE DEFERRAL PLAN 287828 RIGHT-OF-USE LIABILITY 578192 CREDIT CARD PAYABLE 8570 3572514 X 5452842 59937 75296 135233 5317609 0 5317609 4692174 75296 75296 4616878 0 4616878 PART X, LINE 2: THE COUNCIL IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (THE "CODE") WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE IS SUBJECT TO FEDERAL INCOME TAX. THE COUNCIL DID NOT HAVE ANY UNRELATED BUSINESS INCOME DURING THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE COUNCIL RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS AND ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX POSITIONS, IF ANY, WOULD BE CLASSIFIED AS INTEREST AND ADDITIONAL INCOME TAX EXPENSE, RESPECTIVELY, IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. THE COUNCIL DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2023 AND 2022. THE COUNCIL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS OR PENDING. 1 BOYS AND GIRLS CLUBS OF BOSTON 200 HIGH STREET FLOOR 3 BOSTON MA 02110 042103922 501(C)(3) 10000 0 PROVIDES THE INNOVATIVE PROGRAMS, PROVEN STRATEGIES, AND CARING MENTORS THAT EVERY YOUNG PERSON DESERVES, REGARDLESS OF RACE, GENDER, SOCIO-ECONOMIC STATUS, ZIP CODE, OR CIRCUMSTANCE. IRISH CULTURAL CENTRE 200 NEW BOSTON DRIVE CANTON MA 02021 043085506 501(C)(3) 5399 0 SUPPORT INITIATIVES FOR IRISH COMMUNITIES. 2 PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS FOR THE GRANTS AND ASSISTANCE THAT IT GIVES AND SUBSTANTIATES SUCH GIFTS TO ITS BOARD OF DIRECTORS. THE CASH GRANTS WERE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF THE DIRECTORS OF THE COUNCIL. X X X X X 0 1 0 JAMES T BRETT PRESIDENT/CEO 669997 0 188556 0 0 0 245082 0 16966 0 1120601 0 0 0 LAWRENCE E ZABAR EXECUTIVE VICE PRESIDENT 255952 0 100000 0 0 0 14259 0 16966 0 387177 0 0 0 EMILY HEISIG SVP COMMUNICATION 145000 0 45000 0 0 0 7565 0 19471 0 217036 0 0 0 PART I, LINE 4B JAMES T. BRETT ANNUAL FUNDING OF NONQUALIFIED DEFERRED COMPENSATION PLAN OF $100,000 AND A 457(F) PLAN OF $21,882. BOTH REPORTED AS NONQUALIFIED DEFERRED COMPENSATION. PATRICIA BRETT DBA JUST PERFECT SPOUSE OF PRESIDENT/CEO INDEPENDENT CONTRACTOR GIFT AND EVENT DECORATION SERVICES 0 SCHEDULE L, PART IV AGGREGATE PAYMENTS TO JUST PERFECT! WERE $17,531. ONLY ONE TRANSACTION EXCEEDED $10,000 AND IT WAS FOR $17,531.AGGREGATE PAYMENTS TO IMAGE PHOTO WERE $12,654. NO SINGLE TRANSACTIONEXCEEDED $10,000. FORM 990, PART VI, SECTION A, LINE 6 ASSOCIATION OF DUES PAYING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE COUNCIL HAS DUES PAYING MEMBERS WHO HAVE THE RIGHT TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B AT THE ANNUAL MEETING, THE OFFICERS AND DIRECTORS ARE ELECTED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED AND SIGNED BY AN INDEPENDENT ACCOUNTING FIRM BASED UPON ANNUAL FINANCIAL STATEMENT AUDIT INCLUDING, TAX WORKSHEETS AND CHECKLISTS PREPARED BY THE COUNCIL'S SENIOR VICE PRESIDENT OF FINANCE AND ADMINISTRATION AND MANAGEMENT. FORM 990 IS REVIEWED BY COUNCIL'S SENIOR VICE PRESIDENT OF FINANCE AND ADMINISTRATION AND PRESIDENT. FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND SIGNED BY THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C THE COUNCIL'S BOARD OF DIRECTORS REQUIRE ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE AND SUBMIT AN ANNUAL STATEMENT OF DISCLOSURE TO ITS EXECUTIVE COMMITTEE ON A FORM PROVIDED BY THE COUNCIL DETAILING, TO THE BEST OF THEIR ABILITY AND KNOWLEDGE, ANY FACTS OR CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST, SUCH AS A LIST OF SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS AND THOSE OF FAMILY MEMBERS. OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE ENCOURAGED TO ERR ON THE SIDE OF DISCLOSURE AND TO REPORT ANY SET OF CIRCUMSTANCES THAT MAY APPEAR TO POSE A CONFLICT OF INTEREST, EVEN IF THERE IS UNCERTAINTY AS TO WHETHER SUCH CIRCUMSTANCES SHOULD BE DISCLOSED. THE BOARD FURTHER REQUIRES SUCH DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO SUBMIT AN AMENDED STATEMENT OF DISCLOSURE TO REFLECT ANY MATERIAL CHANGES OR ADDITIONS TO THE SUBMITTED INFORMATION THAT MAY ARISE DURING THE COURSE OF THE YEAR. THE EXECUTIVE COMMITTEE WILL REVIEW EACH STATEMENT OF DISCLOSURE FOR ANY SET OF FACTS AND CIRCUMSTANCES THAT MAY REFLECT A POTENTIAL, APPARENT, OR ACTUAL CONFLICT OF INTEREST. THE EXECUTIVE COMMITTEE MAY REQUEST THE ASSISTANCE OF LEGAL COUNSEL TO IDENTIFY POTENTIAL OR ACTUAL CONFLICTS. THE EXECUTIVE COMMITTEE MAY REQUEST ADDITIONAL INFORMATION FROM ANY DIRECTOR, OFFICER, OR KEY EMPLOYEE AT ANY TIME; HOWEVER, NO INDIVIDUAL WHOSE RELATIONSHIPS OR ACTIVITIES ARE UNDER REVIEW MAY PARTICIPATE IN DELIBERATIONS, DEBATE, OR ANY VOTE OF THE COMMITTEE WHILE SUCH REVIEW IS PENDING. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION AND FRINGE BENEFITS OF THE PRESIDENT AND CEO. AN INDEPENDENT COMPENSATION AND BENEFITS REVIEW WAS PERFORMED IN 2019 ON THE PRESIDENT AND CEO. A WRITTEN EMPLOYMENT CONTRACT EXISTS FOR PRESIDENT AND CEO. KEY EMPLOYEE APPROVED COMPENSATION AND FRINGE BENEFITS ARE PRESENTED TO THE COMPENSATION COMMITTEE FOR REVIEW. AN INDEPENDENT BENEFITS ASSESSMENT REVIEW WAS PERFORMED IN 2016 FOR ALL KEY EMPLOYEES AND STAFF PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE FOR INSPECTION AT THE COUNCIL'S BOSTON OFFICE LOCATION UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 7 MEMBERS HAVE THE RIGHT TO ELECT DIRECTORS AS PROVIDED IN ARTICLE III, SECTION 3 OF THE BYLAWS AND SUCH OTHER RIGHTS AS ARE VESTED IN THEM BY LAW, THE ARTICLES OF ORGANIZATION, OR THE BYLAWS, THE MEMBERS SHALL HAVE SUCH OTHER POWERS AND RIGHTS AS THE BOARD OF DIRECTORS MAY DESIGNATE. FORM 990, PART IX, LINE 11G CONSULTING 18,100.