2026-02-06T11:22:40-06:00 2025-03-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02904 990 2024-04-01 473686152 ACLU FOUNDATION OF MASSACHUSETTS INC ACLU 6174823170 1 CENTER PLAZA 850 BOSTON MA 02108 CAROL ROSE EXECUTIVE DIRECTOR 6174823170 2026-02-06 1 1 PATRICK J MARTIN P00283486 4012742001 2026-02-05 2024 2025-03-06 01:10:19Z CAROL ROSE 1 CENTER PLAZA 850 BOSTON MA 02108 8488745 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. 14 14 55 42 0 0 3970327 6655410 388424 179503 601192 700415 420573 525454 5380516 8060782 0 0 0 0 4869517 5042540 0 0 732906 1509553 1541822 6379070 6584362 -998554 1476420 30503828 32511599 439600 489039 30064228 32022560 X ACLU FOUNDATION OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LITIGATION. 0 0 5134611 179503 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.- THE ACLU FOUNDATION OF MASSACHUSETTS SECURED A SETTLEMENT IN A YEARS-LONG CLASS ACTION LAWSUIT ON BEHALF OF HUNDREDS OF NEW ENGLAND-BASED IMMIGRANTS AND THEIR U.S. CITIZEN SPOUSES, OFFERING RELIEF FOR NONCITIZENS WITH FINAL ORDERS OF REMOVAL WHO ARE MARRIED TO U.S. CITIZENS.- THE ACLU FOUNDATION OF MASSACHUSETTS FILED 6 LAWSUITS CHALLENGING UNLAWFUL TRUMP ADMINISTRATION POLICIES AND EXECUTIVE ORDERS, INCLUDING TO DEFEND DUE PROCESS, FREE SPEECH, IMMIGRANTS' RIGHTS, LGBTQ EQUALITY, AND PUBLIC HEALTH.- THE ACLU FOUNDATION OF MASSACHUSETTS ALSO REACHED OVER 1,000 INDIVIDUALS WITH KNOW YOUR RIGHTS PRESENTATIONS AND WORKSHOPS. 5134611 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 22 0 1 55 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 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 APRIL EVANS CHAIR (AS OF 6/24) 1.00 X X 0 0 0 SUMA NAIR DIRECTOR 0.50 0.50 X 0 0 0 STEPHEN KAY DIRECTOR (AS OF 6/24) 0.50 X X 0 0 0 STEPHEN HALL TREASURER 0.50 0.50 X X 0 0 0 MARTIN MURPHY DIRECTOR (TO 6/24) 0.50 X 0 0 0 MARTIN FANTOZZI CLERK 0.50 X X 0 0 0 MARIA MANNING DIRECTOR 0.50 X 0 0 0 LAEL CHESTER DIRECTOR 0.50 X 0 0 0 SUSAN WHITEHEAD DIRECTOR 0.50 X 0 0 0 KEVIN PRUSSIA DIRECTOR 0.50 0.50 X 0 0 0 HOLLY GUNNER DIRECTOR (AS OF 6/24) 0.50 0.50 X 0 0 0 ELLEN FISHER DIRECTOR 0.50 X 0 0 0 DAVID BOWMAN DIRECTOR (AS OF 6/24) 0.50 0.50 X 0 0 0 CHARLOTTE STREAT DIRECTOR 0.50 0.50 X 0 0 0 JOCELYN SARGENT DIRECTOR 0.50 X 0 0 0 SHIRLEY LAI DIRECTOR OF FINANCE 30.00 10.00 X 169795 56598 89204 CAROL ROSE EXECUTIVE DIRECTOR 28.00 12.00 X 233581 100106 146083 JESSIE ROSSMAN LEGAL DIRECTOR 33.00 7.00 X 155772 31905 32169 GAVRIEL WOLFE LEGISLATIVE DIRECTOR 8.00 32.00 X 30607 126431 86987 LAURA ROTOLO FIELD DIRECTOR 18.00 22.00 X 86301 70610 81758 WHITNEY TAYLOR POLITICAL DIRECTOR 28.00 12.00 X 123131 52770 20211 BIANCA WARD CHIEF DEVELOPMENT OFFICER 32.00 8.00 X 142221 35555 21592 KAFI HARRINGTON CHIEF OPERATIONS AND TALENT OFFICER 30.00 10.00 X 166377 55459 30720 1107785 529434 508724 14 0 1 0 0 66880 6588530 76038 6655410 LEGAL AWARDS 541100 179503 179503 179503 699496 699496 8468 7549 919 919 919 935942 66880 420414 515528 515528 OTHER INCOME 900099 9926 9926 9926 8060782 189429 0 1215943 756072 402671 296438 56963 3261104 2731778 139475 389851 40062 40062 676927 549998 39727 87202 308375 245357 28262 34756 20260 16327 2296 1637 22563 22563 50487 27932 22555 201048 123491 59570 17987 114358 88681 7822 17855 125606 70543 35595 19468 636585 527033 41811 67741 55086 48882 1727 4477 21695 17388 408 3899 154236 127787 10229 16220 36043 32327 1409 2307 BOOKS AND SUBSCRIPTIONS 69369 65965 1491 1913 DUES AND FEES 34486 18389 5467 10630 6584362 5134611 716845 732906 346500 161695 1809311 3177058 1645172 251085 34745 146796 332717 816755 447233 468905 369522 22075788 23284397 3160682 3205735 850674 1694645 30503828 32511599 378196 489039 61404 0 439600 489039 X 19061554 23430415 11002674 8592145 30064228 32022560 30503828 32511599 1476420 774131 -292219 0 X X 0 1 X 1 0 X 7082633 5339264 8712450 3970327 6655410 31760084 7082633 5339264 8712450 3970327 6655410 31760084 2801309 28958775 341114 436047 414938 604899 699496 2496494 22146 3322 14821 11567 9926 61782 34318360 970499 0.84380 0.83730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3160682 118886 73834 3205734 2871159 23666 340609 74752 3160682 3144243 -161338 111746 2871159 3106085 156210 118052 3144243 2249635 14111 942727 100338 3106135 0.00000 1.00000 0.00000 1 1 1 30089 8525 21564 786666 438708 347958 369522 INVESTMENT FUNDS 3205735 F 3205735 DUE FROM RELATED PARTY NATIONAL 1553379 DUE FROM RELATED PARTY UNION 141266 1694645 X 8894497 774131 110071 884202 8010295 50487 50487 8060782 6643946 110071 110071 6533875 50487 50487 6584362 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. BOR DINNER 1002822 66880 935942 66000 182123 107757 64534 1002822 66880 935942 66000 182123 107757 64534 420414 515528 X X X X X 0 0 0 0 0 0 0 0 0 CAROL ROSE EXECUTIVE DIRECTOR 233581 100106 0 0 0 0 79414 37011 20761 8897 333756 146014 0 0 SHIRLEY LAI DIRECTOR OF FINANCE 169045 56348 750 250 0 0 60227 19230 7310 2437 237332 78265 0 0 KAFI HARRINGTON CHIEF OPERATIONS AND TALENT OFFICER 165627 55209 750 250 0 0 9151 3050 13889 4630 189417 63139 0 0 GAVRIEL WOLFE LEGISLATIVE DIRECTOR 30407 125631 200 800 0 0 10930 41925 6826 27306 48363 195662 0 0 LAURA ROTOLO FIELD DIRECTOR 85751 70160 550 450 0 0 30170 22484 16007 13097 132478 106191 0 0 JESSIE ROSSMAN LEGAL DIRECTOR 154942 31735 830 170 0 0 8567 1755 18133 3714 182472 37374 0 0 BIANCA WARD CHIEF DEVELOPMENT OFFICER 141421 35355 800 200 0 0 7822 1956 9451 2363 159494 39874 0 0 WHITNEY TAYLOR POLITICAL DIRECTOR 122431 52470 700 300 0 0 6772 2902 7376 3161 137279 58833 0 0 X 10 76038 FMV 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 XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC 1 CENTER PLAZA BOSTON MA 02108 041180450 PRESERVE CIVIL LIBERTIES MA 501(C)(4) 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC E 141266 COST AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC N 1067364 COST AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC O 1418636 COST