The Massachusetts Institute for A New Commonwealth Inc. (MassINC)

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1 The Massachusetts Institute for A New Commonwealth Inc. (MassINC) General Information 11 Beacon Street, Suite 5 Boston, MA 218 (617) Website Organization Contact Lauren Louison llouison@massinc.org Year of Incorporation

2 Statements & Search Criteria Mission Statement The Massachusetts Institute for a New Commonwealth (MassINC) is an independent think tank and publisher of CommonWealth magazine. Our mission is to stimulate nonpartisan debate, shape policy and advance a public agenda that supports the growth of the middle class. MassINC's impact is achieved through research, journalism, and civic forums. Background Statement MassINC was founded in in 1996 by Tripp Jones, Mitchell Kertzman, and Michael Gritton who, together with a small group of leaders from the civic, business and policy-making fields, believed that the policy process in Massachusetts was missing accurate, thorough and unbiased information and research about the challenges facing the middle class.massinc was built around the conviction that better outcomes would be achieved if policy makers and opinion leaders were armed with credible data and analysis about key issues surrounding quality of life in Massachusetts. Credible, unbiased, fact-based analysis have thus been cornerstones of the MassINC strategy and have made us the organization of record for policy analysis and civic engagement. Impact Statement Past year1. Published Rebuilding Renewal: An Analysis of State Investment in Gateway Cities and a Work Plan for Delivering Transformative Development2. Held the 3rd annual Gateway Cities Innovation Awards and released Leading Together: Four Case Studies of Successful Gateway Cities Initiatives3. Held the third annual MA Criminal Justice Reform Coalition policy summit and released a series of five Policy Briefs examining Justice Reinvestment in Massachusetts4. CommonWealth magazine saw record high readership, closely following issues such as transportation and energy - as well as launching a new weekly podcast5. Introduced five new members to the MassINC Board of Directors Current Year1. Broaden the impact of CommonWealth magazine's independent journalism in digital media2. Nurture and promote young leaders in Massachusetts, specifically the Gateway Cities, through our Young Leaders profile series3. Host a series of statewide events Needs Statement 1. Multiyear financial commitments to the Gateway Cities Innovation Instititue for our work in education reform, sustainable communities, community health, creative placemaking and transformative investments. Grassroots to treetops campaign seeking doations ranging from $1- $15,/year to support annual budget of $5, 2. Multiyear support for the Massachusetts Criminal Justice Reform Coalition 3. Yearly corporate sponsorship for the annual Gateway Cities Innovation Awards 4. Sustaining funding for the Gateway Cities Innovation Institute 5. Support for MassINC's 2th Anniversary fundraising campaign Service Categories Research Institutes and/or Public Policy Analysis Geographic Areas Served MassINC s focus is on all of Massachusetts not just metro Boston with a dedicated focus on the Gateway Cities of Massachusetts. These urban centers, such as Lawrence, New Bedford, Worcester, and Springfield, were historically a gateway to the middle class for generations of residents. To support this work, we founded the Gateway Cities Innovation Institute. We look locally, 2

3 nationally and globally for best practices to support our mission. Please review online profile for full list of selected areas served. 3

4 Programs MassINC Description MassINC is an independent think tank using non-partisan research, civic journalism and public forums to stimulate debate and shape public policy. Our mission is to promote a public agenda for the middle class and to help all citizens achieve the American dream. Budget 1,9, Category Population Served Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success None of the above Families, Adults, Children and Youth ( - 19 years) We have seen success with many of our current initiatives, including: -The Fall 212 Launch of the Gateway Cities Innovation Institute -Leading the Gateway Cities in the creation of Education Reform Strategy -Launch of the Gateway Cities Editors Network -Creating the Massachusetts Criminal Justice Reform Coalition -Revenue package that includes funding for regional transit and regional transformative investments -Launch of the MassINC Polling Group, is a full service survey opinion research company offering public opinion research to public, private, and social sector clients. -Continuing to uphold MassINC s mission statement of delivering unbiased, nonpartisan research that affects the Middle Class, with research reports including: -The Middle Class Index -The State of the American Dream in Massachusetts -Public Records initiative -A report card on Massachusetts progress in meeting green house gas emission reduction targets -The first in Massachusetts to win a national competition for Creative Placemaking The MassINC Board of Directors and funders. MassINC s long-term and short-term successes align with our program success. 4

5 CommonWealth magazine Description CommonWealth magazine covers politics, policy, ideas, and civic life, with an emphasis on investigative reporting, in-depth analysis, and political mapping. It also provides a forum for policy makers and politicians to set forth their opinions. The print magazine comes out four times a year while the online magazine, commonwealthmagazine.org, allows us to continue our coverage between issues. To expand its audience, CommonWealth's content is often shared with several local media outlets. Budget 1,9, Category None of the above Population Served General/Unspecified,, Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success CommonWealth magazine, published quarterly, has seen new success in the digital market thanks to a number of new electronic features, including: -Back Story: A weekly column ed to subscribers that gives the story behind the story in politics and public policy. -The Download: a daily feature that compiles all of the best coverage of politics and public policy from that day s newspapers, magazines, broadcasts and blogs complete with analysis to help make sense of it all. -Face-to-Face: A series of video chats between Massachusetts' opinion leaders on pressing policy issues. In addition to our improved online presence, CommonWealth continues to publish quarterly issues, sent to a subscriber list of nearly 1, of the most influential figureheads in Massachusetts politics, business, and media. CommonWealth magazine is approaching its 16th year of publication and award-winning long form civic journalism and investigative reporting. The MassINC Board of Directors and funders CommonWealth s long-term and short-term successes align with our program success. 5

6 Management CEO/Executive Director Executive Director Mr. Gregory Torres Term Start June 27 Experience Greg Torres joined MassINC in June of 27. As President, he is responsible to the Board of Directors for setting policy, leading fund raising activities, and guiding program operations. Greg also serves as publisher of CommonWealth magazine, now a leader in investigative journalism. Greg began his career working with juvenile delinquents in the early 197s in Boston. As the de-institutionalization movement proceeded, Greg was instrumental in developing community-based programs for adolescents with his work at the Massachusetts Committee on Criminal Justice. As Assistant Secretary for Criminal Justice under Governor Michael Dukakis, he led reform efforts in the adult correctional system as well. From Greg served as Chief of Staff to the Massachusetts Senate Committee on Ways and Means.In 1992 Greg joined the MENTOR Network as Senior Vice President, having served as a founding board member in 198. Assuming the role of President and CEO from , Greg led the growth of MENTOR from a regional company providing services primarily to children into a national organization serving people of all ages in a wide variety of settings, now operating in thirty-seven states. Having retired as CEO, Greg continues to chair the board of the MENTOR Network.Greg is a graduate of the John F. Kennedy School of Government at Harvard University (MPA 1982) and of St. Vincent s College in Latrobe PA (BA 1971). Greg chaired the board of Roca, a Chelsea-based organization from Senior Staff Ms. Lauren Louison Title Experience/Biography Chief Operating Officer Lauren has more than 25 years experience in the private, public and non-profit sectors helping organizations define, align and implement their strategic business, advocacy, fundraising and communications goals. Prior to joining MassINC, Lauren was a senior vice president at Solomon McCown & Company where she founded and led the public affairs practice serving local and national clients including New Profit Inc, Robert Wood Johnson Foundation, Nellie Mae Education Foundation and the Boston Municipal Research Bureau. Lauren s career has included leading the national, urban policy think tank CEOs for Cities, serving as chief of staff to the vice president for Government, Community and Public Affairs at Harvard University and director of Planning and Research for the Boston Police Department. She began her career as staff to Boston Mayor Kevin H. White. 6

7 Mr. Bruce Mohl Title Experience/Biography Editor, CommonWealth magazine Bruce is the editor ofcommonwealthmagazine, the quarterly journal of Massachusetts politics and civic life.mohl came tocommonwealthfrom theboston Globe,where he spent nearly 3 years in a wide variety of positions covering business and politics. He covered the Massachusetts State House and served as theglobe s State House bureau chief in the late 198s. He also reported for theglobe s Spotlight Team, winning a Loeb award in 1992 for coverage of conflicts of interest in the state s pension system. He served as theglobe s political editor in 1994, managing the coverage of the state election and the campaign for U.S. Senate between Mitt Romney and Senator Edward Kennedy. Most recently, Mohl was theglobe s consumer reporter, writing the weekly Consumer Beat column and covering a wide range of policy and pocketbook issues.mohl is a graduate of Ohio Wesleyan University and the Fletcher School of Law and Diplomacy at Tufts University. Staff Information Full Time Staff Part Time Staff Volunteers Contractors Staff Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 11 Hispanic/Latino 1 Native American/American Indian Other Staff Demographics - Gender Male Female Unspecified 9 3 Formal Evaluations CEO Formal Evaluation 7

8 CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency NonManagement Formal Evaluation Non Management Formal Evaluation Frequency Annually Annually Annually Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Years Strategic Plan Considers Date Strategic Plan Adopted Jan 211 Does your organization have a Business Continuity of Operations Plan? Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy 5 No Collaborations Emerson College, Suffolk University, WBUR and other media as opportunistic. Mass Cultural Council, Immigrant Law Center, MAPC, MTC, MassDevelopment 8

9 Board & Governance Board Chair Board Chair Ms. Ann-Ellen Hornidge Company Affiliation Mintz-Levin Term Jan 28 to Board Members Name Affiliation Status Ms. Stephanie Anderson The Community Builders, Inc. Voting Mr. David Begelfer NAIOP Massachusetts Voting Mr. Andrew Calamare The Co-operative Central Bank Voting Mr. Neil Chayet Chayet Communications Group Voting Mr. Philip Condon DWS Investments Voting Mr. Sean Curran Waterville Consulting Ms. Geri Denterlein Denterlein Voting Mr. Mark Erlich New England Regional Council of Carpenters Voting Ms. Monica Escobar-Lowell UMass Memorial Health Care Voting Ms. Pamela Feingold Eastern Bank Voting Mr. Robert Fraser Retired Voting Mr. Nick Fyntrilakis Dr. Lane Glenn MassMutual Northern Essex Community College Voting Mr. Thomas Green Citigroup Voting Mr. Harold Hestnes Wilmerhale Voting Mr. Tripp Jones Newprofit, Inc. Voting Ms. Juliette Kayyem Government Mr. William McDermott McDermott, Quilty & Miller LLP Voting Ms. Jennifer Nassour Consigli and Brucato Ms. Eileen O'Connor Keyser Public Strategies Voting Mr. Tom Pappas Retired Mr. Dean Richlin Foley Hoag LLP Voting Mr. Kenneth Robinson Citizens' Financial Group Voting Mr. Mark Robinson Mintz Levin Voting Mr. Paul Scanlon Putnam Investments Voting Mr. Richard Tisei Preti Strategies Voting Mr. Gregory Torres MassINC and CommonWealth magazine Exofficio Mr. Tom Trimarco O'Neill and Associates Voting Mr. Eric Turner Waban Consulting Voting Ms. Lisa Wong Former Mayor - City of Fitchburg Voting 9

10 Board Demographics - Ethnicity African American/Black 3 Asian American/Pacific Islander 1 Caucasian 25 Hispanic/Latino 2 Native American/American Indian Other Board Demographics - Gender Male Female Unspecified 21 1 Board Information Number of Full Board Meetings Annually Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions Percentage Making In-Kind Contributions Constituency Includes Client Representation 3 75% 75% 1

11 Financials Fiscal Year Fiscal Year Start Jan 1, 216 Fiscal Year End Dec 31, 216 Projected Revenue $1,725,. Projected Expenses $1,599,641. Endowment? No Spending Policy N/A Credit Line? Reserve Fund? No Months Reserve Fund Covers Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $1,587,924 $2,235,89 $1,746,916 Total Expenses $1,82,892 $1,927,342 $2,32,333 Revenue Sources Fiscal Year Foundation and Corporation Contributions Government Contributions $ $ $ Federal State Local Unspecified $ Individual Contributions $1,384,19 $1,977,934 $1,5,84 Indirect Public Support $ Earned Revenue $186,313 $22,788 $214,93 Investment Income, Net of Losses $17,52 $54,367 $31,146 Membership Dues $ Special Events $ Revenue In-Kind Other

12 Expense Allocation Fiscal Year Program Expense $1,379,769 $1,41,358 $1,477,86 Administration Expense $163,129 $224,16 $226,557 Fundraising Expense $259,994 $292,968 $328,69 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 77% 73% 73% Fundraising Expense/Contributed Revenue 19% 15% 22% Assets and Liabilities Fiscal Year Total Assets $468,399 $696,254 $432,951 Current Assets $326,898 $468,554 $332,497 Long-Term Liabilities -- $ $ Current Liabilities $153,76 $165,963 $21,47 Total Net Assets $315,323 $53,291 $222,544 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets % % % Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? Campaign Purpose This year MassINC and CommonWealth magazine are celebrating 2 years of nonpartisan research, independent journalism and civic engagement that has changed the public discourse about the middle class in Massachusetts. The purpose of the 2th Anniversary Campaign is to allow us to invest more deeply in three activities that are important to the future of the Commonwealth. They are to identify policies that strengthen our economy and create pathways to opportunityparticularly in our Gateway Cities, mentor and support diverse, emerging leaders in every region of Massachusetts, and broaden the impact and reach of CommonWealth magazine s independent journalism in digital media. The goal of the 2th Anniversary Campaign is to raise two million dollars. Goal $2. Dates May 216 to Dec 216 Amount Raised To Date $215. as of May 216 Comments 12

13 Foundation Staff Comments Financial summary data in charts and graphs are per the organization's IRS 99s. Contributions from foundations and corporations are listed under individuals when the breakout was not available. Created Copyright 219 The Boston Foundation 13

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South Shore Chess, Inc. General Information Contact Information Nonprofit South Shore Chess, Inc. Address 10971 Elmont Woods Drive Glen Allen, VA 23059 6347 Phone 857 8881531 Web Site http://southshorechessinc.wixsite.com/sscinc