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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 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.


FinancialsMORE »

Fiscal Year Jan 01, 2013 to Dec 31, 2013
Projected Income $1,054,400.00
Projected Expense $1,054,400.00

ProgramsMORE »

  • Budget Monitor

Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

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

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Board Chair Statement

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Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
STATEWIDE


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

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

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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

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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 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

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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 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
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Youth Board Members

Name Company Affiliations Status
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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

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Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year Jan 01, 2013 to Dec 31, 2013
Projected Income $1,054,400.00
Projected Expense $1,054,400.00
Form 990s

2014 Form 990

2013 Form 990

2012 Form 990

2011 Form 990

2010 Form 990

Audit Documents

2014 Audited Financials

2013 Audited Financials

2012 Audited Financials

2011 Audited Financials

2010 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2014 2013 2012
Total Revenue $1,404,711 $886,747 $1,388,611
Total Expenses $1,029,069 $1,043,522 $970,226

Prior Three Years Revenue Sources

Fiscal Year 2014 2013 2012
Foundation and
Corporation Contributions
$990,000 $536,260 $1,029,017
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $313,546 $302,387 $278,037
Indirect Public Support -- -- --
Earned Revenue $100,000 $47,000 $80,000
Investment Income, Net of Losses $1,165 $1,100 $1,557
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2014 2013 2012
Program Expense $888,061 $903,984 $858,727
Administration Expense $55,628 $70,304 $40,956
Fundraising Expense $85,380 $69,234 $70,543
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.37 0.85 1.43
Program Expense/Total Expenses 86% 87% 89%
Fundraising Expense/Contributed Revenue 7% 8% 5%

Prior Three Years Assets and Liabilities

Fiscal Year 2014 2013 2012
Total Assets $1,168,326 $790,981 $955,749
Current Assets $938,333 $705,563 $864,652
Long-Term Liabilities $0 $0 $0
Current Liabilities $48,417 $46,714 $54,707
Total Net Assets $1,119,909 $744,267 $901,042

Prior Three Years Top Three Funding Sources

Fiscal Year 2014 2013 2012
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 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities 19.38 15.10 15.81

Long Term Solvency

Fiscal Year 2014 2013 2012
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 are per the organization's IRS Form 990s for FY14 and FY13 and per the audited financials for FY12. The breakout of contributions from foundations and corporations are per the audits for FY14 and FY13.

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.


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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