2024-02-13T10:03:47-06:00 2023-03-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2022-04-01 473686152 ACLU FOUNDATION OF MASSACHUSETTS INC ACLU 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 39221395 0 X WWW.ACLUM.ORG X 2015 MA ACLU FOUNDATION OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LITIGATION. 15 15 49 12 0 0 5339264 8792075 217246 402572 391020 466123 -75 371795 5947455 10032565 0 0 0 0 4155078 4374221 0 0 552977 942610 1470577 5097688 5844798 849767 4187767 25972208 28597681 332422 480960 25639786 28116721 ACLU FOUNDATION OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LITIGATION. 0 0 4725898 417393 THE ORGANIZATION PROVIDES LEGAL SUPPORT AND ASSISTANCE BY PROVIDING ASSISTANCE AND REPRESENTATION TO INDIVIDUALS AND ORGANIZATIONS IN SELECTED CASES IN ORDER TO ADVANCE CIVIL LIBERTIES AND RIGHTS. THE FIELD AND EDUCATION PROGRAM CARRIED OUT BY THE ORGANIZATION SEEKS TO ENGAGE THE PUBLIC AND INCREASE UNDERSTANDING AND COMMITMENT TO CIVIL LIBERTIES AND RIGHTS. 4725898 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 20 0 1 49 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SHIRLEY LAI 6174823170 1 CENTER PLAZA BOSTON MA 02108 NICKI NICHOLS GAMBLE CHAIR (TO 06/22) 2.00 X X 0 0 0 DANIEL GOLDBERG DIRECTOR (TO 06/22) 2.00 X 0 0 0 JOCELYN SARGENT DIRECTOR 2.00 X 0 0 0 MARIA MANNING DIRECTOR 2.00 X 0 0 0 ROBERT M THOMAS JR DIRECTOR 2.00 X 0 0 0 CHARLOTTE STREAT DIRECTOR (AS OF 09/22) 2.00 X 0 0 0 RON ANSIN DIRECTOR (TO 06/22) 2.00 X 0 0 0 STEPHEN CHAN DIRECTOR 2.00 X 0 0 0 STEPHEN KAY DIRECTOR 2.00 X 0 0 0 SUSAN WHITEHEAD DIRECTOR 2.00 X 0 0 0 NORMA SHAPIRO DIRECTOR 2.00 X 0 0 0 MARTIN FANTOZZI CLERK 2.00 X X 0 0 0 APRIL EVANS TREASURER 2.00 X X 0 0 0 KEVIN PRUSSIA CHAIR (AS OF 07/22) 2.00 X X 0 0 0 CHARU VERMA DIRECTOR 2.00 X 0 0 0 NAOMI ABERLY DIRECTOR 2.00 X 0 0 0 MARTIN MURPHY DIRECTOR (AS OF 09/22) 2.00 X 0 0 0 NICKI NICHOLS GAMBLE DIRECTOR (AS OF 07/22) 2.00 X 0 0 0 CAROL ROSE EXECUTIVE DIRECTOR 24.00 16.00 X 295196 0 145668 SHIRLEY LAI DIRECTOR OF FINANCE 30.00 10.00 X 220269 0 94177 MATT SEGAL LEGAL DIRECTOR (TO 03/23) 39.00 1.00 X 212666 0 40412 KAFI HARRINGTON CHIEF OPERATIONS AND TALENT OFFICER 40.00 X 200591 0 29146 JOHN WARD CHIEF COMMUNICATIONS & MARKETING OFFICER 40.00 X 158019 0 35025 WHITNEY TAYLOR POLITICAL DIRECTOR 40.00 X 160752 0 18439 BIANCA WARD CHIEF DEVELOPMENT OFFICER 40.00 X 159986 0 9193 1407479 0 372060 15 0 1 0 0 79625 8712450 8792075 LEGAL AWARDS 541100 402572 402572 402572 458938 458938 28829541 6386 28828742 0 799 6386 7185 7185 717062 79625 360088 356974 356974 OTHER INCOME 900099 14821 14821 14821 10032565 417393 0 823097 907857 488021 370053 49783 2634505 2316956 40391 277158 45366 45366 521597 454122 23020 44455 264896 214924 25202 24770 22955 20134 1612 1209 13750 13750 41433 34107 2889 4437 214455 188691 18674 7090 111679 79885 6601 25193 61973 49385 4049 8539 606051 504179 38651 63221 20369 18254 747 1368 136450 111209 8436 16805 34414 30460 2203 1751 BOOKS AND SUBSCRIPTIONS 70134 68082 751 1301 DUES AND FEES 62717 43615 5786 13316 PRINTING AND PUBLISHING 38906 28386 875 9645 TELEPHONE AND EQUIP 35291 30122 2233 2936 5844798 4725898 565923 552977 2918662 2049554 124116 3192374 52791 139953 839877 232931 279629 606946 18678747 19013923 3144243 2871159 774020 723772 25972208 28597681 332422 480960 332422 480960 X 14607204 15031604 11032582 13085117 25639786 28116721 25972208 28597681 X 4187767 -1596683 -114149 X 0 1 X 1 0 X 14182799 5601920 7082633 5339264 8712450 40919066 14182799 5601920 7082633 5339264 8712450 40919066 729647 40189419 500683 913307 341114 436047 414938 2606089 10817 16382 22146 3322 14821 67488 43592643 402572 0.92190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3144243 -161338 111746 2871159 3106085 156210 118052 3144243 2249635 14111 942727 100338 3106135 2567342 5000 -233643 99064 2239635 2563374 10000 90579 96611 2567342 1.00000 1 1 1 30089 2507 27582 809788 230424 579364 606946 INVESTMENT FUNDS 2871159 F 2871159 X 8786156 -1596684 104336 245939 -1246409 10032565 0 10032565 6309221 104336 360088 464424 5844797 0 5844797 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE IRC. MANAGEMENT BELIEVES THAT THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE FOUNDATION 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 FOUNDATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL TRUST EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES BOR DINNER 796687 79625 717062 107865 60350 191873 796687 79625 717062 107865 60350 191873 360088 356974 X X X 0 0 0 0 0 0 0 0 0 CAROL ROSE EXECUTIVE DIRECTOR 295196 0 0 0 0 0 118540 0 27128 0 440864 0 0 0 SHIRLEY LAI DIRECTOR OF FINANCE 220269 0 0 0 0 0 85034 0 9143 0 314446 0 0 0 MATT SEGAL LEGAL DIRECTOR (TO 03/23) 212666 0 0 0 0 0 12676 0 27736 0 253078 0 0 0 KAFI HARRINGTON CHIEF OPERATIONS AND TALENT OFFICER 200591 0 0 0 0 0 11795 0 17351 0 229737 0 0 0 JOHN WARD CHIEF COMMUNICATIONS & MARKETING OFF 158019 0 0 0 0 0 9193 0 25832 0 193044 0 0 0 WHITNEY TAYLOR POLITICAL DIRECTOR 160752 0 0 0 0 0 9248 0 9191 0 179191 0 0 0 BIANCA WARD CHIEF DEVELOPMENT OFFICER 159986 0 0 0 0 0 9193 0 0 0 169179 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AS REQUIRED WE MAKE A COMPLETED COPY OF THE FORM 990 AVAILABLE TO THE BOARD PRIOR TO THE RETURN BEING FILED. ALL BOARD CHANGES, IF ANY, ARE FORWARDED TO THE PREPARER FOR CHANGES PRIOR TO FILING THE RETURN. 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 B, LINE 15 CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT COMP (PART VI, LINE 15A): THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS FOLLOWING AND BASED UPON A BI-ANNUAL PERFORMANCE REVIEW AND MARKET ASSESSMENT. THE REVIEW PROCESS INCLUDES INPUT FROM CURRENT EMPLOYEES AND BOARD MEMBERS, WHICH IS THEN REVIEWED BY THE ACLU OF MA'S CHAIRPERSON, UNION BOARD PRESIDENT, AND UNION VICE PRESIDENT. SALARY INCREASES AND ADJUSTMENTS TO ANY OTHER COMPONENTS OF TOTAL COMPENSATION FOR THE EXECUTIVE DIRECTOR ARE THEN DETERMINED AND APPROVED BY THE FULL BOARD. OTHER OFFICER OR KEY EMPLOYEE COMPENSATION (PART VI, LINE 15B): COMPENSATION FOR CURRENT EMPLOYEES IS REVIEWED EACH YEAR DURING THE ANNUAL BUDGETING PROCESS, AND AS PART OF THE ANNUAL PERFORMANCE EVALUATION PROCESS. SALARIES AND BENEFITS ARE REVIEWED AGAINST OTHER ACLU AFFILIATES OF SIMILAR SIZE, THE DATA FOR WHICH IS PROVIDED BY THE NATIONAL ACLU FOLLOWING AN ANNUAL SURVEY OF ALL AFFILIATES. SALARIES FOR INDIVIDUAL EMPLOYEES ARE ALSO REVIEWED AGAINST EACH OTHER TO HELP MAINTAIN PAY EQUITY BETWEEN THOSE WITH SIMILAR ROLES WITHIN THE ORGANIZATION. THE SAME IS DONE AHEAD OF POSTING JOBS TO FILL VACANCIES, AND IN DETERMINING PAY FOR NEWLY BUDGETED POSITIONS. FOLLOWING ANNUAL PERFORMANCE REVIEWS, SALARIES FOR INDIVIDUAL STAFF MAY BE ADJUSTED BASED ON THE MERIT OF THEIR PERFORMANCE, TO MAINTAIN PAY EQUITY, AND/OR TO ADJUST FOR MEANINGFUL SHIFTS IN THE TALENT MARKET. COMPREHENSIVE REVIEWS OF TOTAL COMPENSATION FOR CURRENT STAFF ARE COMPLETED EVERY THREE YEARS, WHICH INCLUDES CONSIDERATION OF SALARIES AND THE CASH VALUE OF EMPLOYEE BENEFITS, IN COMPARISON TO OTHER ORGANIZATIONS OF SIMILAR SIZE, MISSION/AREAS OF WORK, AND GEOGRAPHICAL LOCATION. ANY SALARY ADJUSTMENTS ARE LIMITED BASED ON FUNDING APPROVED IN THE ANNUAL BUDGET FOR THIS PURPOSE. THE BUDGET IS APPROVED BY THE BOARD EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL TRUST -114,149. ACLU OF MASSACHUSETTS 1 CENTER PLAZA BOSTON MA 02108 041180450 PRESERVE CIVIL LIBERTIES MA 501(C)(4) 0 ACLU FOUNDATION NATIONAL ORG 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 136213516 MAINTAINS ENDOWMENT & PENSION BENEFITS NY 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ACLU UNION OF MA O 1573807 COST ACLU UNION OF MA N 604162 COST