2025-11-14T08:31:43-06:00 2024-12-31 042979611 NARDELLA & TAYLOR LLP 24 HARTWELL AVENUE LEXINGTON MA 02421 990 2024-01-01 815302132 FISCAL ALLIANCE FOUNDATION INC FISC 8573084841 31 STATE STREET 401 BOSTON MA 02109 CARLETON BURR JR TREASURER 8573084841 2025-11-14 1 0 EDWARD TAYLOR P00299025 7818626833 2025-11-10 X 2024 2025-03-06 01:10:19Z DANIELLE WEBB 31 STATE STREET 401 BOSTON MA 02109 754008 0 X HTTPS://WWW.FISCALALLIANCEFOUNDATION.ORG/ X 2017 MA FISCAL ALLIANCE FOUNDATION, INC. PRIMARILY ENGAGES IN THE CONDUCT OF EDUCATIONAL PROGRAMS DESIGNED TO INCREASE PUBLIC AWARENESS ABOUT THE PUBLIC BENEFITS TO BE DERIVED FROM GREATER FISCAL RESPONSIBILITY, TRANSPARENCY, AND ACCOUNTABILITY IN GOVERNMENT. THE ORGANIZATION WILL ALSO ENGAGE IN TARGETED PROVISION OF LEGAL ASSISTANCE WHICH SERVES TO DEFEND HUMAN AND CIVIL RIGHTS OF THE PUBLIC AT LARGE AND OF PRIVATE CITIZENS SECURED BY LAW WHEN ABRIDGED BY THE ABSENCE OF A FISCALLY RESPONSIBLE, TRANSPARENT, AND ACCOUNTABLE GOVERNMENT. ALL ACTIVITIES OF THE ORGANIZATION WILL BE FUNDED OUT OF CONTRIBUTIONS FROM THE GENERAL PUBLIC AND GRANTS FROM OTHER ORGANIZATIONS AND FOUNDATIONS. 7 7 5 10 0 0 498521 754008 0 0 0 0 0 0 498521 754008 0 0 0 0 325736 294946 0 0 106540 168994 417900 494730 712846 3791 41162 72807 186210 42826 115067 29981 71143 THE FISCAL ALLIANCE FOUNDATION PROMOTES INDIVIDUAL LIBERTY AND GREATER FISCAL RESPONSIBILITY AND TRANSPARENCY IN GOVERNMENT FOR A BETTER NEW ENGLAND, THROUGH EDUCATION AND LEGAL ASSISTANCE. 0 0 320842 THE PUBLIC INTEREST LITIGATION PROGRAM PROVIDES TARGETED PROVISION OF LEGAL ASSISTANCE WHICH SERVES TO DEFEND HUMAN AND CIVIL RIGHTS OF THE PUBLIC AT LARGE AND OF PRIVATE CITIZENS SECURED BY LAW WHEN ABRIDGED BY THE ABSENCE OF A FISCALLY RESPONSIBLE, TRANSPARENT, AND ACCOUNTABLE GOVERNMENT. 154191 RESEARCH PROGRAM: THE ORGANIZATION CONDUCTS WORK TO DETERMINE AND EDUCATE THE EFFECTS SPECIFIC POLICIES AND LEGISLATION MAY HAVE ON THE PUBLIC AT LARGE BY FUNDING AND CONDUCTING RESEARCH ON THOSE POLICIES FROM THE PERSPECTIVE OF OUR MISSION, WHICH FOCUSES ON INDIVIDUAL LIBERTY, FISCAL RESPONSIBILITY, AND GOVERNMENT TRANSPARENCY. 89627 PUBLIC POLLING PROGRAM: THE ORGANIZATION WORKS TO CONDUCT AND COMMISSION POLLING TO GAUGE THE LEVELS OF PUBLIC SUPPORT ON POLICIES, PROPOSALS, AND GENERAL ISSUES RELATING TO INDIVIDUAL LIBERTY AND FISCALLY RESPONSIBLE, TRANSPARENT, AND ACCOUNTABLE GOVERNMENT. 564660 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 3 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE ORGANIZATION 8573084841 31 STATE STREET 401 BOSTON MA 02109 X DANIELLE WEBB CHAIRMAN AND PRESIDENT 5.00 X X 0 0 0 TODD TAYLOR BOARD MEMBER 2.00 X 0 0 0 MIKE KANE CLERK 2.00 X X 0 0 0 CJ GANGI BOARD MEMBER 2.00 X 0 0 0 JANET SPINNEY BOARD MEMBER 2.00 X 0 0 0 CARLETON BURR JR TREASURER 2.00 X X 0 0 0 KRISTEN ARUTE BOARD MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 754008 7351 754008 754008 0 0 0 259844 188660 21875 49309 8675 6740 770 1165 4922 3824 437 661 21505 16707 1910 2888 272505 270831 666 1008 23480 18241 2086 3153 10153 4317 495 5341 6119 6119 8972 1181 4087 3704 25293 19631 2269 3393 20141 8737 1589 9815 2542 369 2109 64 PUBLICATIONS & MAILINGS 22379 6205 1762 14412 RESEARCH & POLLING 15000 15000 TELECOMMUNICATIONS 10207 4217 482 5508 MEMBERSHIP DUES 968 968 141 141 712846 564660 41646 106540 35506 73939 14057 1757 3343 20705 93480 782 15448 72807 186210 24313 17962 18513 97105 42826 115067 X 29981 71143 29981 71143 72807 186210 X 41162 19991 -19991 X 1 X 0 0 0 X 490532 473952 457051 498521 754008 2674064 490532 473952 457051 498521 754008 2674064 870083 1803981 2674064 0.67460 0.68610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER RECEIVABLES 13498 SECURITY DEPOSIT 1950 15448 LEASE LIABILITY 97105 97105 PART X, LINE 1 THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM MASSACHUSETTS INCOME TAX. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME AT BOTH THE STATE AND FEDERAL LEVELS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION HAS REVIEWED ITS TAX POSITIONS AND HAS DETERMINED THAT NO PROVISION FOR UNCERTAIN TAX POSITIONS IS REQUIRED FOR OPEN TAX YEARS THROUGH THE END OF THE CURRENT YEAR. PAUL GANGI FAMILY MEMBER OF A CURRENT BOARD MEMBER 65313 COMPENSATION AS AN EMPLOYEE OF THE ORGANIZATION; HIRING WAS CONDUCTED IN ACCORDANCE WITH ORGANIZATION'S OPERATIONS AND PROCEDURES. 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C FISCAL ALLIANCE FOUNDATION MONITORS AND ENFORCES ITS BOARD'S CONFLICT OF INTEREST POLICY BY HAVING EACH OF ITS OFFICERS AND DIRECTORS SIGN A STATEMENT ON AN ANNUAL BASIS AFFIRMING THAT THE OFFICER AND DIRECTOR HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION MUST, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 DUTIES AND COMPENSATION ARE REVIEWED BY THE BOARD EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE ON THE ORGANIZATION'S WEBSITE AND THROUGH VARIOUS ONLINE WEBSITES SUCH AS GUIDESTAR. FORM 990, PART XI, LINE 9: DONATED SERVICES EXPENSES -19,991.