2025-10-11T07:56:38-05:00 2024-12-31 042979611 NARDELLA & TAYLOR LLP 24 HARTWELL AVENUE LEXINGTON MA 02421 990 2024-01-01 273119044 MASSACHUSETTS FISCAL ALLIANCE INC MASS 6175534115 31 STATE STREET 401 BOSTON MA 02109 CARL COPELAND EXECUTIVE DIRECTOR 6175534115 2025-10-11 1 0 EDWARD TAYLOR P00299025 7818626833 2025-10-09 X 2024 2025-03-06 01:10:19Z X PAUL CRANEY 31 STATE STREET 401 BOSTON MA 02109 279590 0 X WWW.MASSFISCAL.ORG X 2010 MA MASSACHUSETTS FISCAL ALLIANCE IS A NON-PARTISAN, NON-PROFIT 501C(4) ORGANIZATION COMMITTED TO IMPROVING THE QUALITY OF LIFE IN MASSACHUSETTS BY ADVOCATING FOR FISCAL RESPONSIBILITY AND FURTHERING GOVERNMENT TRANSPARENCY. 11 11 4 5 0 0 266469 279590 0 0 0 0 -6867 0 259602 279590 0 0 0 0 99034 72989 0 0 18765 165530 182065 264564 255054 -4962 24536 80031 126026 6519 27978 73512 98048 X MASSACHUSETTS FISCAL ALLIANCE IS A NON-PARTISAN, NON-PROFIT 501C(4) ORGANIZATION COMMITTED TO IMPROVING THE QUALITY OF LIFE IN MASSACHUSETTS BY ADVOCATING FOR FISCAL RESPONSIBILITY AND FURTHERING GOVERNMENT TRANSPARENCY. 0 0 171513 THE MASSACHUSETTS FISCAL ALLIANCE EXECUTES SEVERAL FACETS OF ITS PROGRAM IN PURSUIT OF ITS MISSION, THROUGH WHICH IT SEEKS TO EDUCATE, INFORM, AND ENGAGE RESIDENTS OF MASSACHUSETTS ON KEY ISSUES RELATING TO ITS GOALS OF INCREASING FISCAL RESPONSIBILITY, TRANSPARENCY, AND ACCOUNTABILITY IN STATE GOVERNMENT, AND EXPANDING ECONOMIC OPPORTUNITY FOR THE PEOPLE OF OUR COMMONWEALTH.MASSACHUSETTS FISCAL ALLIANCE REGULARLY MAINTAINS, UPDATES, AND PROVIDES INFORMATIVE AND EDUCATIONAL CONTENT ACROSS ITS WEBSITE (MASSFISCAL.ORG), A LARGE EMAIL LIST WITH THOUSANDS OF SUBSCRIBERS, AND ITS SOCIAL MEDIA PLATFORMS, INCLUDING FACEBOOK, TIKTOK, X (TWITTER), INSTAGRAM, YOUTUBE, AND LINKEDIN. CONTENT FOR THESE PLATFORMS IS GENERALLY GEARED TOWARD EDUCATING RESIDENTS ABOUT THE POSITIONS AND ACTIONS OF STATE LEGISLATORS AND GOVERNMENT OFFICIALS AS THEY RELATE TO OUR MISSION OF PROMOTING RESPONSIBILITY, TRANSPARENCY, AND ACCOUNTABILITY IN STATE GOVERNMENT, AND INCREASING ECONOMIC OPPORTUNITY FOR THE PEOPLE OF OUR COMMONWEALTH.THE MAINTENANCE, MODERATION, AND CONTENT GENERATION FOR THESE PLATFORMS REQUIRE SIGNIFICANT COMMITMENTS OF STAFF TIME AND EFFORT. THIS WORK ALSO INCLUDES ADVERTISING EXPENDITURES AIMED AT BROADENING OUR REACH ACROSS THESE PLATFORMS TO REACH MORE RESIDENTS OF MASSACHUSETTS. OVER THE PAST YEAR, OUR DIGITAL MEDIA EFFORTS HAVE GENERATED HUNDREDS OF THOUSANDS OF UNIQUE IMPRESSIONS, HELPING TO EDUCATE AND ENGAGE THE PUBLIC WITH THEIR STATE GOVERNMENT AND INCREASE CIVIC PARTICIPATION.IN ADDITION, MASSACHUSETTS FISCAL ALLIANCE MAINTAINS A SEPARATE WEBSITE FOR ITS LEGISLATIVE SCORECARD (MASSFISCALSCORECARD.ORG). THE SCORECARD PROVIDES RANKINGS OF LEGISLATORS BASED ON THEIR VOTES ON ISSUES PERTINENT TO OUR MISSION OF ADVOCATING FOR FISCAL RESPONSIBILITY, TRANSPARENCY, AND ACCOUNTABILITY IN STATE GOVERNMENT, AND INCREASING ECONOMIC OPPORTUNITY FOR THE PEOPLE OF MASSACHUSETTS. IT DOES SO IN A NEUTRAL, UNBIASED MANNER AND INCLUDES INFORMATION ON HOW CONSTITUENTS CAN BEST CONTACT THEIR STATE LEGISLATORS. ALL SUPPORTING INFORMATION IS MADE AVAILABLE, AND LINKS TO INDIVIDUAL ROLL CALL VOTES ARE PROVIDED IN AN EASY-TO-USE, ACCESSIBLE FORMAT. THIS SCORECARD IS UPDATED IN REAL TIME BY STAFF.MASSACHUSETTS FISCAL ALLIANCE ALSO CONDUCTS DIGITAL AND DIRECT MAIL CAMPAIGNS DESIGNED TO INCREASE VOTER TURNOUT, EDUCATE RESIDENTS ON SPECIFIC ISSUES, AND ENCOURAGE CIVIC ENGAGEMENT. THESE CAMPAIGNS ADDRESS BOTH PENDING POLICIES AT THE MASSACHUSETTS STATE HOUSE AND BALLOT QUESTIONS THAT RELATE TO OUR MISSION. 171513 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 3 0 1 4 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 6175534115 31 STATE STREET 401 BOSTON MA 02109 MARK COHEN FORMER TREASURER, DIRECTOR 5.00 X X 0 0 0 JOHN BARRY TREASURER 5.00 X X 0 0 0 ANN SULLIVAN CHAIRMAN 5.00 X X 0 0 0 MIKE KANE CLERK 5.00 X X 0 0 0 HELEN BRADY DIRECTOR 5.00 X 0 0 0 JENNIFER BRACERAS DIRECTOR 5.00 X 0 0 0 PAUL CRANEY DIRECTOR 5.00 X 0 0 0 DANIELLE WEBB DIRECTOR 5.00 X 0 0 0 DAVID PARKER DIRECTOR 5.00 X 0 0 0 CARL NELSON DIRECTOR 5.00 X 0 0 0 SUE CURTIS DIRECTOR 5.00 X 0 0 0 CARL COPELAND INTERIM EXECUTIVE DIRECTOR 10.00 X 13388 0 0 13388 0 0 0 0 0 0 0 279590 279590 279590 0 0 0 13388 9930 2465 993 51918 38509 9559 3850 1976 1466 363 147 5707 4233 1051 423 4975 4975 13777 13777 8890 2988 3091 2811 4 4 1739 1739 27055 19267 5790 1998 8502 6306 1565 631 14793 9041 5752 8039 165 7857 17 ADVOCACY EXPENSES 75527 75467 0 60 POSTAGE AND SHIPPING 10727 1772 1717 7238 PRINTING & COPYING 3015 716 1867 432 TELECOMMUNICATIONS 2227 1653 409 165 2795 2795 255054 171513 64776 18765 71023 115346 7295 7295 0 0 9008 10680 80031 126026 1886 13903 4633 14075 6519 27978 X 73512 98048 73512 98048 80031 126026 24536 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7295 7295 0 0 SECURITY DEPOSIT 780 RENTAL REFUND RECEIVABLE 523 DUE FROM NON-ADVOCACY ACCOUNT 9377 10680 CREDIT CARD LIABILITY 4535 DUE TO ADVOCACY ACCOUNT 9377 401K PAYABLE 163 14075 LAURENE BELSITO SPOUSE OF A MEMBER OF THE BOARD OF DIRECTORS 22500 COMPENSATION AS AN EMPLOYEE OF THE ORGANIZATION, HIRED BY ORGANIZATION'S STANDARD POLICIES AND PROCEDURES. 0 FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW PRIOR TO SIGNING. A COMPLETE COPY OF THE FORM 990 IS REVIEWED BY THE OFFICER SIGNING THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MASSACHUSETTS FISCAL ALLIANCE MONITORS AND ENFORCES ITS BOARD'S CONFLICT OF INTEREST POLICY BY HAVING EACH OF ITS OFFICERS AND DIRECTORS SIGN A STATEMENT ON AN ANNUAL BASIS AFFIRMING THAT THE OFFICER AND DIRECTOR HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION MUST, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD, OR A COMMITTEE OF THE BOARD, REVIEWS COMPENSATION FROM COMPARABLE ORGANIZATIONS AND MAKES A RECOMMENDATION TO THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE ON THE ORGANIZATION'S WEBSITE.