2026-02-06T11:31:24-06:00 2025-03-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2024-04-01 041180450 AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC AMER 6174823170 1 CENTER PLAZA 850 BOSTON MA 02108 CAROL ROSE EXECUTIVE DIRECTOR 6174823170 2026-02-06 1 1 PATRICK J MARTIN P00283486 4012742001 2026-02-06 2024 2025-03-06 01:10:19Z CAROL ROSE 1 CENTER PLAZA 850 BOSTON MA 02108 8646724 0 X WWW.ACLUM.ORG 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 36 0 0 293425 775189 1960786 2998780 448716 491677 0 0 2702927 4265646 120000 1300 0 0 0 0 0 0 0 2395779 2498254 2515779 2499554 187148 1766092 22572166 23933013 7057149 6327019 15515017 17605994 X ACLU OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LEGISLATION. 0 0 2122729 1300 2998780 ACLU OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LEGISLATION.- THE ACLU OF MASSACHUSETTS CONTINUED TO HELP LEAD IMPLEMENTATION OF THE WORK & FAMILY MOBILITY ACT, INCLUDING BY HOSTING STUDY GROUPS AND WORKSHOPS HELPING OVER 400 COMMUNITY MEMBERS UNDERSTAND THE PROCESS OF APPLYING FOR A DRIVER'S LICENSE UNDER THE NEW LAW. - THE ACLU OF MA HELPED PASS HISTORIC BILLS TO REDUCE MATERNAL HEALTH DISPARITIES, SAFEGUARD FAMILY LGBTQ FAMILY RELATIONSHIPS, AND ADDRESS STIGMA RELATED TO SUBSTANCE USE DISORDER AND SAVE LIVES. THE ACLU ALSO LAUNCHED CAMPAIGNS TO CREATE FIREWALLS FOR FREEDOM AGAINST FEDERAL ASSAULTS, INCLUDING BOLD ADVOCACY FOR IMMIGRANTS' RIGHTS AND DATA PRIVACY. 2122729 0 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 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 DAVID BOWMAN PRESIDENT (TO 6/24) 0.50 0.50 X X 0 0 0 BOB THOMAS PRESIDENT (AS OF 6/24) 1.00 X X 0 0 0 STEPHEN HALL TREASURER 0.50 0.50 X X 0 0 0 NIKOLAS BOWIE CLERK (TO 6/24) 0.50 X X 0 0 0 ANGELA GOMES DIRECTOR 0.50 X 0 0 0 SAM GEBRU DIRECTOR (AS OF 6/24) 0.50 X 0 0 0 DANIEL GOLDBERG DIRECTOR 0.50 X 0 0 0 DAVID ZIMMER DIRECTOR 0.50 X 0 0 0 HELENA DASILVA HUGHES DIRECTOR (AS OF 6/24) 0.50 X 0 0 0 EMILY FISH DIRECTOR 0.50 X 0 0 0 GERALDINE HINES DIRECTOR 0.50 X 0 0 0 HANNAH KILSON DIRECTOR 0.50 X 0 0 0 HOLLY GUNNER DIRECTOR (TO 6/24) 0.50 0.50 X 0 0 0 HOWARD COOPER DIRECTOR 0.50 X 0 0 0 JUDY BIGBY DIRECTOR 0.50 X 0 0 0 MADELEINE RODRIGUEZ DIRECTOR 0.50 X 0 0 0 KATHRYN WARREN BARNES DIRECTOR 0.50 X 0 0 0 KENDRA ALBERT DIRECTOR (TO 8/24) 0.50 X 0 0 0 KEVIN PRUSSIA DIRECTOR 0.50 X 0 0 0 KIM MARRKAND DIRECTOR 0.50 X 0 0 0 NORMA SHAPIRO DIRECTOR 0.50 X 0 0 0 LISA WONG DIRECTOR (TO 6/24) 0.50 X 0 0 0 MARIA BELEN POWER DIRECTOR 0.50 X 0 0 0 ALEXANDRA PINEROS SHIELDS DIRECTOR 0.50 X 0 0 0 NANCY RYAN DIRECTOR 0.50 X 0 0 0 NICKI NICHOLS GAMBLE DIRECTOR 0.50 X 0 0 0 CHARLOTTE STREAT DIRECTOR 0.50 0.50 X 0 0 0 RONALDO RAUSEO-RICUPERO DIRECTOR 0.50 X 0 0 0 STEPHANIE MARZOUK DIRECTOR 0.50 X 0 0 0 SUMA NAIR DIRECTOR (AS OF 6/24) 0.50 0.50 X 0 0 0 PATRICK SHIN DIRECTOR (AS OF 6/24) 0.50 X 0 0 0 CHARU VERMA DIRECTOR 0.50 X 0 0 0 TOM HILBINK DIRECTOR 0.50 X 0 0 0 JB KITTREDGE DIRECTOR 0.50 X 0 0 0 DARYL WIESEN DIRECTOR 0.50 X 0 0 0 DEREGE DEMISSIE DIRECTOR 0.50 X 0 0 0 SHIRLEY LAI DIRECTOR OF FINANCE 10.00 30.00 X 56598 169795 89204 CAROL ROSE EXECUTIVE DIRECTOR 12.00 28.00 X 100106 233581 146083 JESSIE ROSSMAN LEGAL DIRECTOR 7.00 33.00 X 31905 155772 32169 GAVRIEL WOLFE LEGISLATIVE DIRECTOR 32.00 8.00 X 126431 30607 86987 KAFI HARRINGTON CHIEF OPERATIONS & TALENT OFFICER 10.00 30.00 X 55459 166377 30720 WHITNEY TAYLOR POLITICAL DIRECTOR 12.00 28.00 X 52770 123131 20211 BIANCA WARD CHIEF DEVELOPMENT OFFICER 8.00 32.00 X 35555 142221 21592 LAURA ROTOLO FIELD DIRECTOR 22.00 18.00 X 70610 86301 81758 529434 1107785 508724 14 0 1 0 ISAACSON POLITICAL CONSULTANTS 18 MOUNT VERNON STREET SUITE 32 BOSTON MA 02108 CONSULTANTS 150000 1 427175 348014 775189 MEMBERSHIP INCOME 900099 2998780 2998780 2998780 491540 491540 4381215 4381078 137 137 137 4265646 2998780 0 491677 1300 1300 4903 4064 839 22563 22563 120000 120000 29365 29365 73544 48444 25100 74524 66474 8050 33968 21560 12408 214129 195282 18847 25136 17918 7218 1003 908 95 6776 6116 660 SHARED EMPLOYEES AND BE 1845364 1598472 246892 BOOKS AND SUBSCRIPTIONS 40230 40096 134 DUES AND FEES 6749 2095 4654 2499554 2122729 376825 0 2244221 977338 69830 34233 10030 2842 8191 7188 13702717 15911491 6547207 7002763 22572166 23933013 159144 152683 6898005 6174336 7057149 6327019 X 15450115 17358772 64902 247222 15515017 17605994 22572166 23933013 1766092 324885 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 64902 5016 2522 174 67222 61594 3317 9 64902 0.00000 1.00000 0.00000 0 1 1 10030 2842 7188 7188 DUE FROM ACLU NATIONAL 1363125 RIGHT TO USE ASSET-OPERATING LEASE 5572416 INVESTMENTS HELD BY OTHERS 67222 7002763 OPERATING LEASE PAYABLE 6033070 DUE TO ACLU FOUNDATION 141266 6174336 X 4587971 324885 26805 351690 4236281 29365 29365 4265646 2496994 26805 26805 2470189 29365 29365 2499554 PART V, LINE 4: IN 1997, THE NATIONAL FOUNDATION ESTABLISHED THE BILL OF RIGHTS TRUST ENDOWMENT (THE "BOR ENDOWMENT"). THE PURPOSE OF THE BOR ENDOWMENT, A PORTION OF WHICH IS AN ENDOWMENT FUND OF THE UNION, IS TO BUILD AN ENDURING ENDOWMENT TO CARRY OUT THE WORK OF THE NATIONAL FOUNDATION AND ITS AFFILIATES IN PROTECTING, PRESERVING AND EXPANDING THE CIVIL LIBERTIES OF ALL PERSONS IN THE UNITED STATES OF AMERICA. THE ENDOWMENT HAS 100,000,000 AUTHORIZED UNITS, WHICH ARE ISSUED TO OR AMONG THE UNION AND AFFILIATES BASED UPON THEIR RESPECTIVE INTERESTS IN THE BOR ENDOWMENT. UNIT SHARES HELD BY THE AFFILIATES HAVE A UNIT VALUE BASED UPON THE FAIR VALUE OF THE NET ASSETS OF THE BOR ENDOWMENT DIVIDED BY THE TOTAL NUMBER OF UNIT SHARES OUTSTANDING. THE BOR ENDOWMENT PROVIDES FOR ANNUAL DISTRIBUTIONS TO THE UNION AND AFFILIATES IN ACCORDANCE WITH THE UNION'S APPROVED SPENDING POLICY, PRORATED IN ACCORDANCE WITH THE PERCENTAGE OF THE FAIR VALUE OF EACH UNIT SHARE. THE INVESTMENT GOAL OF THE BOR ENDOWMENT IS TO INVEST ASSETS IN A PRUDENT MANNER THAT WILL PRODUCE A REASONABLE DISTRIBUTION TO THE NATIONAL FOUNDATION AND AFFILIATED FOUNDATIONS AND PROVIDE LONG-TERM GROWTH IN VALUE OF THESE ASSETS. THE UNION'S SHARE OF THIS ENDOWMENT IS SUBJECT TO CERTAIN WITHDRAWAL LIMITATIONS AS DISCLOSED IN THE BOR ENDOWMENT AGREEMENT. UNDER THE NATIONAL SPENDING POLICY, THE UNION RECEIVES A DISTRIBUTION EQUAL TO 4% OF THE THREE-YEAR AVERAGE UNIT VALUE OF THE FAIR VALUE OF INVESTMENTS AT THE BEGINNING OF EACH OF THE PRECEDING FISCAL YEARS. DISTRIBUTIONS ARE TYPICALLY IN THE FORM OF CASH OR ADDITIONAL UNIT SHARES OF THE FUND. 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. 0 0 0 0 0 0 0 0 0 CAROL ROSE EXECUTIVE DIRECTOR 100106 233581 0 0 0 0 37011 79414 8897 20761 146014 333756 0 0 SHIRLEY LAI DIRECTOR OF FINANCE 56348 169045 250 750 0 0 19230 60227 2437 7310 78265 237332 0 0 KAFI HARRINGTON CHIEF OPERATIONS & TALENT OFFICER 55209 165627 250 750 0 0 3050 9151 4630 13889 63139 189417 0 0 GAVRIEL WOLFE LEGISLATIVE DIRECTOR 125631 30407 800 200 0 0 41925 10930 27306 6826 195662 48363 0 0 LAURA ROTOLO FIELD DIRECTOR 70160 85751 450 550 0 0 22484 30170 13097 16007 106191 132478 0 0 JESSIE ROSSMAN LEGAL DIRECTOR 31735 154942 170 830 0 0 1755 8567 3714 18133 37374 182472 0 0 BIANCA WARD CHIEF DEVELOPMENT OFFICER 35355 141421 200 800 0 0 1956 7822 2363 9451 39874 159494 0 0 WHITNEY TAYLOR POLITICAL DIRECTOR 52470 122431 300 700 0 0 2902 6772 3161 7376 58833 137279 0 0 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. FORM 990, XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. ACLU FOUNDATION OF MASSACHUSETTS INC 1 CENTER PLAZA BOSTON MA 02108 473686152 PRESERVE CIVIL LIBERTIES MA 501(C)(3) LINE 10 AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS 1 AMERICAN CIVIL LIBERTIES UNION INC 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 133871360 MANAGES MEMBERSHIP AND SMALL UNION NY 501(C)(4) LINE 10 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 ACLU FOUNDATION OF MA INC D 141266 COST ACLU FOUNDATION OF MA INC N 1067364 COST ACLU FOUNDATION OF MA INC O 1418636 COST AMERICAN CIVIL LIBERTIES UNION INC C 427175 COST AMERICAN CIVIL LIBERTIES UNION INC E 1363125 COST AMERICAN CIVIL LIBERTIES UNION INC M 2998780 COST