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Worcester Regional Research Bureau Inc.

 500 Salisbury Street
 Worcester, MA 01609
[P] (508) 7997169
[F] (508) 7677720
www.wrrb.org
ekneeland@wrrb.org
Eric Kneeland
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INCORPORATED: 1985
 Printable Profile (Summary / Full)
EIN 04-2901298

LAST UPDATED: 01/04/2019
Organization DBA --
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

The Worcester Regional Research Bureau serves the public interest of Greater Worcester by conducting independent, non-partisan research and analysis of public policy issues to promote informed public debate and decision-making.

Mission Statement

The Worcester Regional Research Bureau serves the public interest of Greater Worcester by conducting independent, non-partisan research and analysis of public policy issues to promote informed public debate and decision-making.

FinancialsMORE »

Fiscal Year Jan 01, 2017 to Dec 31, 2017
Projected Income $366,347.00
Projected Expense $334,308.00

ProgramsMORE »

  • Francis A. Harrington Forums
  • Thomas S. Green Public Service Awards

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

The Worcester Regional Research Bureau serves the public interest of Greater Worcester by conducting independent, non-partisan research and analysis of public policy issues to promote informed public debate and decision-making.

Background Statement

The Research Bureau seeks to educate both public officials and citizens about issues to ensure informed, fact-based decisions on governmental policies of note. The Research Bureau explores municipal and regional issues, disseminates the results, and provides opportunities for public engagement and education. Over the past 30 years, The Research Bureau has issued more than 225 reports covering a wide range of topics. Many of the Bureau's reports contain recommendations that have been adopted by public officials. As part of our public engagement effort, The Research Bureau sponsors a series of public forums to highlight particular issues of concern to the region. In the past year alone, The Research Bureau has covered such issues as: tax classification, urban design, performance evaluations, other post-employment benefits, tax increment financing, foreclosures, etc. The Research Bureau also continued to produce two annual reports: (1) a summary of the City of Worcester and Worcester Public Schools budgets, and (2) the Worcester Almanac - a compendium of information about the region.
Since 1985, we have also organized more than 225 free programs open to all interested citizens and public officials. These forums are well attended and are recorded for viewing on The Research Bureau's website. This year, the Bureau hosted forums on public education, local budgeting, and a series on urban design focused on urban areas across the state and Worcester. We also hosted a series of Municipal Debates for the candidates vying for School Committee, City Council At-Large, City Council Districts, and Mayor, in partnership with the Worcester Regional Chamber of Commerce, the Worcester Telegram & Gazette, and Mechanics Hall. Finally, the Bureau hosted the inaugural State of the City Address with City Manager Edward Augustus. This landmark event was the first of its kind in Worcester and with the support of our generous philanthropic donors, we expect to continue it well into the future.
Facts are important and The Research Bureau has spent 32 years offering facts to Greater Worcester for information, for deliberation, and for a foundation of good public policy. We have gone further to explore, connect, and lay out the patterns of these facts. We have engaged the experts who understand the facts and have identified successful paths forward for cities like Worcester.

Impact Statement

Accomplishments
  1.  Worcester Public Schools Strategic Plan: Building on our report, The Urgency of Excellence, The Research Bureau and Worcester Education Collaborative reached out to the Worcester Public Schools and business and community leaders to craft a strategic plan for public education in Worcester. We are a key member of the leadership committee, assisting with the research, analysis, and identification of best practices.
  2. Community Health Improvement Plan (CHIP):  We partnered with the City's Public Health Division in an effort to quantify the success of the CHIP so that we can identify areas of strength and weakness and help coordinate regional resources to accomplish the vision of a healthy region.
  3. State of the City Address: We launched Worcester's first State of the City Address. City Manager Edward Augustus, Jr., provided an overview of current projects, future initiatives, and the overall welfare of the City.
  4. Tax Classification: We added fact-based research to Worcester's tax rate debate. After intense study, we released Tax Classification: Passing the Buck$, exploring the effects of the dual tax rate on residential and CIP properties. We also released A Research Bureau Policy Alternative: Tax Rates, a white paper offering criteria for consideration in preparation of annual tax rate determinations.
Goals
  1. Broaden our Research: We will produce informative publications more frequently to provide insight to topics as they arise during the course of the year.
  2. Reevaluation of Fundraising: Capturing past practice, we will look at new means of working with our Board to identify, solicit, and maintain funding.
  3. National Philanthropic Support: We procured access to a database that allows us to match our philanthropic requests to mission-affiliated grant programs.
  4. Expanded Partnerships: We will work more formally with local colleges; by serving as a bridge between policy and key institutions, we can leverage outside resources and ensure informed government policies.

Needs Statement

Most Pressing Needs
  1. Increased Production: The Bureau needs to release timely publications on issues as they arise throughout the year.
  2. Capacity Support: The Research Bureau needs to solidify funding for a full-time researcher well into the future.
  3. Corporate Dues: Many corporations are focusing their philanthropic endeavors to a specific field or topic and The Research Bureau is a broad organization that is not associated with one specific topic.
  4. National Foundations: Attracting large foundations is difficult for an organization our size and with our scope.
  5. Community Outreach: The Research Bureau has struggled with community outreach. With an increased social media presence and formal media coverage, we need to be able to get the information to the public at-large. 

CEO Statement

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Board Chair Statement

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Geographic Area Served

CENTRAL REGION, MA
The Worcester Regional Research Bureau serves the communities of Greater Worcester, however, the research and recommendations can be applied on a much broader scale.

Organization Categories

  1. Public & Societal Benefit - Research Institutes and/or Public Policy Analysis
  2. -
  3. -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

No

Programs

Francis A. Harrington Forums

The Francis A. Harrington Forums encourage the free exchange of ideas on Greater Worcester's most pressing public policy issues. Last year, The Research Bureau hosted forums on success in Worcester Public Schools, local budgeting, urban design in the state, and urban design in Worcester. The Research Bureau also hosted the State of the City Address and the City of Worcester Municipal Debates.
Budget  --
Category  Public, Society Benefit, General/Other
Population Served General/Unspecified
Program Short-Term Success  This past year we saw particularly good turnout at the events and all were recorded and are on the website for viewing. Many were also streamed via Facebook Live, the municipal debates received over 10,000 views.
Program Long-Term Success  The Research Bureau began hosting the Francis A. Harrington Forums in 1986. Since then, we have increased the number of forums we host each year and they remain a needed resource for the community to learn about issues impacting Greater Worcester.
Program Success Monitored By  --
Examples of Program Success 
Event Turnout: Most events range around 40-50 attendees. This year, both urban design forums had approximately 75 attendees. The State of the City Address had 150 people and the municipal debates received 10,000 views on Facebook Live.
 
These programs are a necessary resource for the community and have been well attended and supported for more than 30 years. 

Thomas S. Green Public Service Awards

In 1987, when Tom Green, a distinguished civic leader, former Vice President of Norton Company, and a founder of The Research Bureau passed away, we honored his memory by establishing the Thomas S. Green Public Service Awards for outstanding public servants. Since 1988, The Research Bureau has recognized over 100 "unsung heroes" in municipal government for their commitment to making Greater Worcester communities better places to live and work.
Budget  --
Category  Public, Society Benefit, General/Other
Population Served General/Unspecified
Program Short-Term Success  Last year's ceremony was well-attended and covered by many media outlets. The ceremony was recorded and was uploaded to the website for later viewing. The four recipients of the 2017 awards were well-deserving and were
Program Long-Term Success 
The Thomas S. Green Public Service Award is one of the only opportunities for private citizens from across Greater Worcester to salute the service of dedicated public employees. The Awards shine a spotlight on the best of public service and remind us of the strength of our cities and towns.
 
Each year, this award is celebrated and the recipients are honored to receive it.  
Program Success Monitored By  --
Examples of Program Success  There are many stories of success, I encourage you to view the ceremony on our website (http://www.wrrb.org/thomas-s-green-awards/).

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Mr. Timothy J. McGourthy
CEO Term Start Mar 2014
CEO Email tmcgourthy@wrrb.org
CEO Experience --
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 3
Number of Part Time Staff 1
Number of Volunteers 104
Number of Contract Staff 0
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 4
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 1
Male: 3
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? No
Organization has Strategic Plan? No
Years Strategic Plan Considers --
Management Succession Plan --
Business Continuity of Operations Plan --
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy --
State Charitable Solicitations Permit --
State Registration --

Risk Management Provisions

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Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Governance


Board Chair Dr. Abraham W. Haddad
Board Chair Company Affiliation Handsman & Haddad, retired
Board Chair Term Oct 2017 - Oct 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Peter Alden Bay State Savings Bank --
Mr. Michael Angelini Bowditch & Dewey Attorneys --
Dr. Lauren Baker Boston Biomedical --
Mr. Paul Belsito Hanover Insurance Group Foundation --
Mr. Craig Blais Worcester Business Development Corporation --
Mr. Edward "Ted Borden People's United Bank --
Fr. Philip Boroughs, S.J. College of the Holy Cross --
Ms. Karin Branscombe Quaker Special Risk --
Mr. Brian Buckley N/A --
Dr. Francesco Cesareo Assumption College --
Mr. J. Christopher Collins Mirick O'Connell --
Mr. Anthony Consigli Consigli Construction Co., Inc. --
Mr. Michael Crawford Commerce Bank --
Mr. David Crouch ten24 --
Ms. Ellen Cummings Verizon --
Mr. James Curran N/A --
Ms. Jill Dagilis Worcester Community Action Council --
Mr. Andy Davis Worcester Regional Airport --
Mr. Peter Dawson Mirick O'Connell --
Ms. Christine Dominick MCPHS University --
Mr. Donald F. Doyle Webster Five --
Ms. Karen Duffy Worcester Credit Union --
Ms. Ellen Dunlap American Antiquarian Society --
Ms. Sandra Dunn DCU Center --
Dr. Tarek Elsawy Reliant Medical Group --
Dr. Susan West Engelkemeyer Nichols College --
Ms. Aleta Fazzone National Grid --
Mr. Mitchell Feldman Santander N.A. --
Mr. Allen Fletcher N/A --
Mr. David Fort Fort Strategic --
Mr. Michael Garand U.S. Trust/Bank of America --
Mr. Tim Garvin United Way of Central Massachusetts --
Mr. Joel N. Greenberg Wealth Advisory Services LLC --
Mr. J. Michael Grenon Grimes & Company, Inc. --
Dr. Abraham Haddad N/A --
Mr. Lloyd Hamm, Jr. Homefield Credit Union --
Mr. Kurt Isaacson Spectrum Health Systems, Inc. --
Mr. Will Kelleher Kelleher & Sadowsky Associates, Inc. --
Mr. Richard Kennedy Risk Strategies Company --
Ms. Lisa Kirby Gibbs WorkCentral --
Dr. Laurie Leshin Worcester Polytechnic Institute --
Mr. Robert Lian Lian Zarrow --
Ms. Karen Ludington Children's Friend --
Mr. Steven MacLauchlan N/A --
Mr. Francis Madigan, III F.W. Madigan Company, Inc. --
Ms. Susan Mailman Coghlin Electrical Contractors, Inc. --
Mr. Barry Maloney Worcester State University --
Mr. Edward F. Manzi, Jr. Fidelity Bank --
Ms. Mary Jo Marion Latino Education Institute --
Ms. Samantha McDonald, Esq. Fletcher Tilton PC, Attorneys at law --
Mr. Neil McDonough FLEXcon --
Ms. Kate McEvoy-Zdonczyk Harvard Pilgrim Health Care --
Mr. Thomas McGregor United Bank --
Mr. Joseph McManus Cummings School of Veterinary Medicine --
Mr. Martin McNamara N/A --
Mr. Demitrios Moschos Mirick O'Connell --
Mr. Patrick Muldoon UMass Memorial Medical Center --
Mr. Frederic Mulligan Cutler Associates --
Mr. Michael Mulrain Polar Beverages --
Mr. Timothy Murray Worcester Regional Chamber of Commerce --
Mr. Michael O'Brien WinnCompanies --
Mr. James O'Brien, Jr. Mountain, Dearborn & Whiting LLP --
Mr. Andrew O'Donnell Mirick O'Connell --
Ms. JoAnne O'Leary Eversource --
Mr. Kevin O'Sullivan Massachusetts Biomedical Initiatives --
Ms. Deborah Packard Preservation Worcester --
Mr. Joseph Pagano Pagano Media --
Mr. Anthony Pasquale TD Bank --
Mr. James Paulhus N/A --
Ms. Deborah Penta PENTA Communications --
Mr. David Perez N/A --
Mr. Richard Powell Greenberg, Rosenblatt, Kull & Bitsoli, P.C. --
Mr. Chris Powers Risk Strategies Company --
Mr. John Pranckevicius Massport --
Mr. Paul Provost Telegram & Gazette --
Mr. David Przesiek Fallon Health --
Ms. Mary Lou Retelle Anna Maria College --
Ms. Mary Craig Ritter Maywood Consulting, LLC --
Mr. William Ritter Pojani, Hurley & Ritter --
Mr. K. Michael Robbins SpencerBANK --
Mr. Todd Rodman Seder & Chandler, LLP --
Mr. Joseph Salois Atlas Distributing, Inc. --
Mr. Anthony J. Salvidio, II Fletcher Tilton PC, Attorneys at law --
Ms. Anh Vu Sawyer Southeast Asian Coalition of Central Massachusetts --
Mr. Eric Schultz Harvard Pilgrim Health Care --
Mr. J. Robert Seder Seder & Chandler, LLP --
Mr. Philip Shwachman First American Realty, Inc. --
Mr. Troy Siebels The Hanover Theatre for the Performing Arts --
Mr. Michael Sleeper Imperial Distributors, Inc. --
Mr. Nicholas Smith Rand-Whitney Group LLC --
Mr. John Spillane Spillane & Spillane, LLP --
Mr. Peter Stanton Worcester Business Journal --
Mr. John Stowe Lutco, Inc. --
Mr. Joseph Sullivan Saint-Gobain Corporation --
Mr. George Tetler, III Bowditch & Dewey, LLP --
Mr. Brian Thompson Commerce Bank --
Mr. Eric K. Torkornoo TD Bank --
Ms. Ann K. Tripp The Hanover Insurance Group --
Mr. Mark Waxler Waxler Hospitality Group --
Ms. Gayle Flanders Weiss Unum --
Mr. Jeffrey M. Welch Tenet Massachusetts Market --
Dr. Janice Yost The Health Foundation of Central Massachusetts, Inc. --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 1
Caucasian: 97
Hispanic/Latino: 2
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 26
Male: 76
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 92%
Percentage of In-Kind Contributions --
Constituency Includes Client Representation No

Standing Committees

    --

CEO/Executive Director/Board Comments

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year Jan 01, 2017 to Dec 31, 2017
Projected Income $366,347.00
Projected Expense $334,308.00
Form 990s

2015 Form 990

2014 Form 990

2013 Form 990

Audit Documents

2016 Audited Financials

2015 Audited Financials

2014 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $491,212 $343,776 $351,646
Total Expenses $348,380 $370,639 $322,731

Prior Three Years Revenue Sources

Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $0 $0 $0
Individual Contributions $189,750 $68,446 $73,299
Indirect Public Support $0 $0 $0
Earned Revenue $117,056 $91,966 $81,272
Investment Income, Net of Losses $3,895 $1,559 $2,755
Membership Dues $180,511 $181,805 $194,320
Special Events $0 $0 $0
Revenue In-Kind -- -- --
Other $0 $0 $0

Prior Three Years Expense Allocations

Fiscal Year 2015 2014 2013
Program Expense $340,880 $363,439 $316,231
Administration Expense $7,500 $7,200 $6,500
Fundraising Expense $0 $0 $0
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.41 0.93 1.09
Program Expense/Total Expenses 98% 98% 98%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Fiscal Year 2015 2014 2013
Total Assets $767,126 $606,273 $641,198
Current Assets $760,929 $599,846 $635,599
Long-Term Liabilities $0 $0 $0
Current Liabilities $37,444 $19,193 $28,083
Total Net Assets $729,682 $587,080 $613,115

Prior Three Years Top Three Funding Sources

Fiscal Year 2015 2014 2013
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy --
Percentage(If selected) --
Credit Line Yes
Reserve Fund Yes
How many months does reserve cover? --

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 20.32 31.25 22.63

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

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Foundation Comments

Financial summary data in the charts and graphs above is per the organization's IRS Form 990s. Contributions for foundations and corporations are listed under individuals when the breakout was not available.

Documents


Other Documents

Annual Report (2017)

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

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2. What are your strategies for making this happen?

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3. What are your organization’s capabilities for doing this?

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4. How will your organization know if you are making progress?

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5. What have and haven’t you accomplished so far?

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