Massachusetts Budget and Policy Center Inc. (MassBudget)
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15 Court Square, Suite 700 Boston, MA 02108 |
[P] (617) 426-1228 [F] (617) 695-1295 |
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http://www.massbudget.org [email protected] Noah Berger |
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INCORPORATED: 1987
Printable Profile (Summary / Full) EIN 04-2967537 |
LAST UPDATED: 05/11/2017 |
| Organization DBA |
MassBudget |
|---|---|
| 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 Massachusetts Budget and Policy Center (MassBudget) produces non-partisan policy research, analysis, and data-driven recommendations focused on improving the lives of low- and middle-income children and adults, strengthening our state’s economy, and enhancing the quality of life in Massachusetts. Our work addresses how our Commonwealth can achieve these objectives while also maintaining fiscal stability through an adequate, fair, and efficient tax system. We recognize that accomplishing these goals depends on an effective government in which everyone is empowered to participate. Toward this end, MassBudget works towards government transparency and makes our research as accessible as possible, particularly to those who have been left on the sidelines of past policy debates. |
Mission StatementThe Massachusetts Budget and Policy Center (MassBudget) produces non-partisan policy research, analysis, and data-driven recommendations focused on improving the lives of low- and middle-income children and adults, strengthening our state’s economy, and enhancing the quality of life in Massachusetts. Our work addresses how our Commonwealth can achieve these objectives while also maintaining fiscal stability through an adequate, fair, and efficient tax system. We recognize that accomplishing these goals depends on an effective government in which everyone is empowered to participate. Toward this end, MassBudget works towards government transparency and makes our research as accessible as possible, particularly to those who have been left on the sidelines of past policy debates. |
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Financials
| Fiscal Year | Jan 01, 2013 to Dec 31, 2013 |
|---|---|
| Projected Income | $1,054,400.00 |
| Projected Expense | $1,054,400.00 |
Programs
- Budget Monitor
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 Massachusetts Budget and Policy Center (MassBudget) produces non-partisan policy research, analysis, and data-driven recommendations focused on improving the lives of low- and middle-income children and adults, strengthening our state’s economy, and enhancing the quality of life in Massachusetts. Our work addresses how our Commonwealth can achieve these objectives while also maintaining fiscal stability through an adequate, fair, and efficient tax system. We recognize that accomplishing these goals depends on an effective government in which everyone is empowered to participate. Toward this end, MassBudget works towards government transparency and makes our research as accessible as possible, particularly to those who have been left on the sidelines of past policy debates.
Background Statement
For over two decades, MassBudget has been the go-to source for state nonprofits, issue advocates, media, policymakers and residents for accessible, rigorous analysis of the impact of policy choices on lower income people. Our work addresses a wide range of issues, from budget and tax policy, to education, to economic development, to health care, to children’s programs. MassBudget believes that our state’s democracy works best when everyone participates. Towards that end, we make sure our research and analysis is informed by, and made accessible to, low-income grassroots groups on the front lines of improving policies for their communities. MassBudget is affiliated with D.C.’s Center on Budget and Policy Priorities as a member of its State Fiscal Analysis Initiative (SFAI), as well as other national public policy networks, and is the state’s Annie E. Casey Foundation KIDS COUNT group.
Impact Statement
Grassroots groups, leaders both inside and outside of state government, and many others consistently rely on MassBudget to understand the impact of public policies on the Commonwealth’s economy, quality of life, and on low- and moderate-income people in particular. They have credited us with providing the information necessary for the achievement of critical advances for lower income residents, from raising the Massachusetts minimum wage, to improvements in tax fairness that have netted billions of dollars for vital state programs.
MassBudget has also made essential contributions to improving the inclusivity and transparency of state budget and policy debates. For example, our work helped spur the development of a state website providing extensive information about the state budget, including funding by program area and helpful descriptions of programs and services. And our scores of presentations around the state, and handy multimedia resources, help ensure that all residents have the information they need to participate in key policy debates. MassBudget is also widely cited in both traditional and new media. As one leader has said, “MassBudget is an invaluable resource for those of us who fight for low- and moderate-income people – during budget debate and year-round.”
Needs Statement
Central to MassBudget’s mission is serving as an informational resource for low-income groups and others who may not have the staff or budget to delve into the intricacies of state tax and budget policies – but for whom the outcomes of those policy debates are vital. We rely on the generous support of foundations, organizations and individuals to sustain our work serving these groups, as well as our other work informing and shaping the public debate. We seek and welcome new contributions for both general operating support and specific projects.
MassBudget also could not do its work without the partnership of countless groups, leaders, and individuals who use our research and analysis to shape and inform public conversations about our state’s future. We hope you can join them. Please visit our website,www.massbudget.org, to find our materials, and for opportunities to receive MassBudget emails, request presentations, and/or to make a financial contribution in support of our work. We also welcome your calls or emails to discuss any of these possibilities. Please find contact information for our Outreach Director and Development Director on the “staff” page of our site.
CEO Statement
Board Chair Statement
Geographic Area Served
In a specific U.S. city, cities, state(s) and/or region.
STATEWIDE
Organization Categories
- Public & Societal Benefit - Research Institutes and/or Public Policy Analysis
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- -
Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)
No
Programs
Budget Monitor
| MassBudget’s work helps everyone who wants to participate in public debates on the state budget, taxes and related policy issues to be able to do so effectively. Among the dozens of publications we produce each year, our widely-read Budget Monitors provide detailed, timely information about how programs and services fare at each stage of the state’s budget debate, as well as discussions of revenue patterns and other big-picture fiscal issues. | |
| Budget | $75,000.00 |
|---|---|
| Category | None of the above |
| Population Served | Other Economic Level |
| Program Short-Term Success | The Budget Monitor is a successful tool because it provides grassroots advocates, nonprofits, community groups, the media, policymakers and others with the information they need to participate actively and effectively in state budget debates – one of the key ways we make public policy decisions as a Commonwealth. |
| Program Long-Term Success | Over the long term, the Budget Monitor– and MassBudget’s other budget resources – help increase the transparency of state budget decisions, and facilitate citizen involvement in those choices, giving more people and groups the information they need to join debates. This, in turn, leads to better decisions that represent the needs and wishes of the people of the Commonwealth. |
| Program Success Monitored By | MassBudget monitors the number of people who read our Budget Monitor emails, and who use Budget Monitors on our website, and they are among our most widely-used resources. People on our lists – from grassroots groups and nonprofit leaders, to policymakers and the media – consistently reply about the helpfulness of this information to their work. In addition, we seek feedback from those who rely on our work about how our Monitors can be made more useful; in response to this input, for example, we began releasing more, targeted editions of the resource (focusing on specific policy areas – e.g., health care, children, law and public safety) for different groups. |
| Examples of Program Success | Many leaders and groups testify about the helpfulness of MassBudget’s Budget Monitors. For Example, Rick Jakious, the CEO of the Mass. Nonprofit Network, recently stated: MassBudget is an invaluable resource for MNN’s nearly 500 member organizations, who need reliable, timely information on a range of issue areas in the state budget. MassBudget produces detailed, up-to-the-minute information in their Budget Monitor and online Budget Browser, providing our members with exactly what they need to know to keep abreast of developments in human services, education, health care, and many other areas. Our members also count on MassBudget’s clear and insightful analyses to help them build public awareness about how declining tax revenue has threatened their ability to provide vital services funded through the state budget. |
CEO/Executive Director/Board Comments
| -- |
Management
| CEO/Executive Director | Mr. Noah Berger |
|---|---|
| CEO Term Start | Feb 2003 |
| CEO Email | [email protected] |
| CEO Experience | Noah Berger is President of the Massachusetts Budget and Policy Center, an independent research organization that analyzes state budget and tax policies, as well as economic issues, that affect low- and moderate-income people in Massachusetts. Prior to joining MassBudget, Noah served as Counsel and Policy Director for the Massachusetts Senate Committee on Ways and Means from 1993 to 1996 and as Policy Director for Senate President Tom Birmingham from 1996 to 2002. Noah writes and speaks on state tax, budget, and economic policies, and is frequently quoted in news stories on those topics. Noah graduated from Harvard College and has a JD from Harvard Law School. |
| 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? | Yes |
|---|---|
| Name of state association | -- |
External Assessments and Accreditations
| External Assessment or Accreditation | Year |
|---|---|
| -- | -- |
Collaborations
--
CEO/Executive Director/Board Comments
--
Foundation Comments
--
Staff Information
| Number of Full Time Staff | 5 |
|---|---|
| Number of Part Time Staff | 6 |
| Number of Volunteers | 0 |
| Number of Contract Staff | 0 |
| Staff Retention Rate % | -- |
Staff Demographics
| Ethnicity | African American/Black: 1 Asian American/Pacific Islander: 0 Caucasian: 9 Hispanic/Latino: 2 Native American/American Indian: 0 Other: 0 Other (if specified): -- |
|---|---|
| Gender | Female: 6 Male: 7 Not Specified 0 |
Plans & Policies
| Organization has Fundraising Plan? | Under Development |
|---|---|
| Organization has Strategic Plan? | Yes |
| Years Strategic Plan Considers | -- |
| Management Succession Plan | No |
| Business Continuity of Operations Plan | No |
| Organization Policies And Procedures | Under Development |
| Nondiscrimination Policy | Yes |
| Whistle Blower Policy | Yes |
| Document Destruction Policy | Yes |
| Directors and Officers Insurance Policy | Yes |
| State Charitable Solicitations Permit | Yes |
| State Registration | Yes |
Risk Management Provisions
| -- |
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 | Ms. Carol Kamin |
|---|---|
| Board Chair Company Affiliation | Carol Kamin Consulting |
| Board Chair Term | Jan 2015 - |
| Board Co-Chair | -- |
|---|---|
| Board Co-Chair Company Affiliation | -- |
| Board Co-Chair Term | - |
Board Members
| Name | Company Affiliations | Status |
|---|---|---|
| Edward Augustus | City of Worcester | Voting |
| Kalila Barnett | Alternatives for Community and Environment | Voting |
| Jarrett Barrios | American Red Cross of Eastern Massachusetts | Voting |
| Jack Buckley | Corporate Realty Associates | Voting |
| Michael Curry | Mass League of Community Health Centers | Voting |
| Michael Dukakis | Northeastern University | Voting |
| Phil Edmundson | William Gallagher Associates | Voting |
| Peter Enrich | Northeastern University School of Law | Voting |
| Tom Gosnell | AFT Massachusetts | Voting |
| Clare Higgins | Mayor of Northampton, MA | Voting |
| Carol Kamin | Carol Kamin Consulting | Voting |
| Ivette Luna | Community Volunteer | Voting |
| John Maher | Co-Founder, Neighbor to Neighbor | Voting |
| Rich Marlin | Massachusetts Building Trades | Voting |
| Glenn Parker | Community Volunteer | Voting |
| Rob Restuccia | Community Catalyst | Voting |
| Carolyn Villers | Massachusetts Senior Action Council | Voting |
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: 0 Caucasian: 13 Hispanic/Latino: 2 Native American/American Indian: 0 Other: 0 Other (if specified): -- |
|---|---|
| Gender | Female: 5 Male: 12 Not Specified 0 |
Board Information
| Board Term Lengths | 3 |
|---|---|
| Board Term Limits | -- |
| Board Meeting Attendance % | 79% |
| Written Board Selection Criteria | No |
| Written Conflict Of Interest Policy | Yes |
| Percentage of Monetary Contributions | 100% |
| Percentage of In-Kind Contributions | -- |
| Constituency Includes Client Representation | No |
Standing Committees
- Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
- Diversity & Inclusion
- Finance
- Nominating
- Operations
CEO/Executive Director/Board Comments
--
Foundation Comments
--
Financials
Revenue vs. Expense ($000s)
Expense Breakdown 2015 (%)
Expense Breakdown 2014 (%)
Expense Breakdown 2013 (%)
| Fiscal Year | Jan 01, 2013 to Dec 31, 2013 |
|---|---|
| Projected Income | $1,054,400.00 |
| Projected Expense | $1,054,400.00 |
| Form 990s | |
| Audit Documents | |
| IRS Letter of Exemption |
Prior Three Years Total Revenue and Expense Totals
| Fiscal Year | 2015 | 2014 | 2013 |
|---|---|---|---|
| Total Revenue | $1,329,041 | $1,404,711 | $886,747 |
| Total Expenses | $1,214,423 | $1,029,069 | $1,043,522 |
Prior Three Years Revenue Sources
| Fiscal Year | 2015 | 2014 | 2013 |
|---|---|---|---|
| Foundation and Corporation Contributions |
-- | -- | -- |
| Government Contributions | $0 | $0 | $0 |
| Federal | -- | -- | -- |
| State | -- | -- | -- |
| Local | -- | -- | -- |
| Unspecified | -- | -- | -- |
| Individual Contributions | $1,303,876 | $1,303,546 | $838,647 |
| Indirect Public Support | -- | -- | -- |
| Earned Revenue | $22,500 | $100,000 | $47,000 |
| Investment Income, Net of Losses | $2,665 | $1,165 | $1,100 |
| Membership Dues | -- | -- | -- |
| Special Events | -- | -- | -- |
| Revenue In-Kind | -- | -- | -- |
| Other | -- | -- | -- |
Prior Three Years Expense Allocations
| Fiscal Year | 2015 | 2014 | 2013 |
|---|---|---|---|
| Program Expense | $1,035,896 | $888,061 | $903,984 |
| Administration Expense | $67,431 | $55,628 | $70,304 |
| Fundraising Expense | $111,096 | $85,380 | $69,234 |
| Payments to Affiliates | -- | -- | -- |
| Total Revenue/Total Expenses | 1.09 | 1.37 | 0.85 |
| Program Expense/Total Expenses | 85% | 86% | 87% |
| Fundraising Expense/Contributed Revenue | 9% | 7% | 8% |
Prior Three Years Assets and Liabilities
| Fiscal Year | 2015 | 2014 | 2013 |
|---|---|---|---|
| Total Assets | $1,286,389 | $1,168,326 | $790,981 |
| Current Assets | $1,006,800 | $932,654 | $699,884 |
| Long-Term Liabilities | $0 | $0 | $0 |
| Current Liabilities | $51,862 | $48,417 | $46,714 |
| Total Net Assets | $1,234,527 | $1,119,909 | $744,267 |
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? | No |
Short Term Solvency
| Fiscal Year | 2015 | 2014 | 2013 |
|---|---|---|---|
| Current Ratio: Current Assets/Current Liabilities | 19.41 | 19.26 | 14.98 |
Long Term Solvency
| Fiscal Year | 2015 | 2014 | 2013 |
|---|---|---|---|
| Long-term Liabilities/Total Assets | 0% | 0% | 0% |
CEO/Executive Director/Board Comments
Foundation Comments
Documents
Other Documents
| No Other Documents currently available. |
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.