Civic Intelligence

Boston Municipal Research Bureau

EIN 22-2673755 • 501(c)3 • Boston, MA

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Profile

To provide objective and impartial research and policy analysis in order to promote more efficient, effective and responsible government for the city of boston.

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333 Washington Street 854Boston, MA 02108

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.09x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-58%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$186,450

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

18th percentile

-8.4%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-6.2%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$1,416,566

Down $129,318 (-8.4%) from 2023

Liabilities

Down

$57,016

Down $33,039 (-37%) from 2023

Net Assets

Down

$1,359,550

Down $96,279 (-6.6%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin6th percentile

Revenue

Down

$604,731

Down $39,756 (-6.2%) from 2023

Expenses

Up

$958,424

Up $206,909 (+28%) from 2023

Net Income

Down

-$353,693

Down $246,665 (-230%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $990,507Liabilities 2011: $219,187Net Assets 2011: $771,3202011Assets 2012: $906,229Liabilities 2012: $68,872Net Assets 2012: $837,3572012Assets 2013: $1,079,730Liabilities 2013: $73,804Net Assets 2013: $1,005,9262013Assets 2014: $1,002,996Liabilities 2014: $73,997Net Assets 2014: $928,9992014Assets 2015: $1,498,534Liabilities 2015: $76,448Net Assets 2015: $1,422,0862015Assets 2016: $1,627,228Liabilities 2016: $100,282Net Assets 2016: $1,526,9462016Assets 2017: $1,523,913Liabilities 2017: $102,763Net Assets 2017: $1,421,1502017Assets 2018: $1,298,826Liabilities 2018: $150,458Net Assets 2018: $1,148,3682018Assets 2019: $1,431,177Liabilities 2019: $57,058Net Assets 2019: $1,374,1192019Assets 2020: $1,757,844Liabilities 2020: $185,538Net Assets 2020: $1,572,3062020Assets 2021: $1,906,928Liabilities 2021: $97,327Net Assets 2021: $1,809,6012021Assets 2022: $1,368,728Liabilities 2022: $66,218Net Assets 2022: $1,302,5102022Assets 2023: $1,545,884Liabilities 2023: $90,055Net Assets 2023: $1,455,8292023Assets 2024: $1,416,566Liabilities 2024: $57,016Net Assets 2024: $1,359,5502024

Highlighted filing

2024

Assets$1,416,566
Liabilities$57,016
Net Assets$1,359,550
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $731,0242011Expenses 2012: $732,2882012Revenue 2013: $859,062Expenses 2013: $827,463Net Income 2013: $31,5992013Revenue 2014: $639,424Expenses 2014: $760,956Net Income 2014: -$121,5322014Revenue 2015: $1,131,096Expenses 2015: $617,747Net Income 2015: $513,3492015Revenue 2016: $737,456Expenses 2016: $701,372Net Income 2016: $36,0842016Revenue 2017: $699,232Expenses 2017: $914,100Net Income 2017: -$214,8682017Revenue 2018: $816,779Expenses 2018: $1,011,398Net Income 2018: -$194,6192018Revenue 2019: $828,827Expenses 2019: $817,295Net Income 2019: $11,5322019Revenue 2020: $795,983Expenses 2020: $792,767Net Income 2020: $3,2162020Revenue 2021: $901,435Expenses 2021: $802,085Net Income 2021: $99,3502021Revenue 2022: $585,570Expenses 2022: $733,060Net Income 2022: -$147,4902022Revenue 2023: $644,487Expenses 2023: $751,515Net Income 2023: -$107,0282023Revenue 2024: $604,731Expenses 2024: $958,424Net Income 2024: -$353,6932024

Highlighted filing

2024

Revenue$604,731
Expenses$958,424
Net Income-$353,693
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,416,566
Liabilities
$57,016
Net assets
$1,359,550
Revenue
$604,731
Expenses
$958,424
Net income
-$353,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.06$1.36$0.60$0.96$0.35
2023Summary only. Only limited summary data is available for this year.$1.55$0.09$1.46$0.64$0.75$0.11
2022Summary only. Only limited summary data is available for this year.$1.37$0.07$1.30$0.59$0.73$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.10$1.81$0.90$0.80$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.19$1.57$0.80$0.79$0.00
2019Summary only. Only limited summary data is available for this year.$1.43$0.06$1.37$0.83$0.82$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.15$1.15$0.82$1.01$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.10$1.42$0.70$0.91$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.10$1.53$0.74$0.70$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.08$1.42$1.13$0.62$0.51
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.07$0.93$0.64$0.76$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.07$1.01$0.86$0.83$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.07$0.84$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.22$0.77$0.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$778,254
Mission and Program Overview

Mission

To provide objective and impartial research and policy analysis in order to promote more efficient, effective and responsible government for the city of boston.

Monitor and publish administrative and financial issues concerning the city of boston.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,510,734$1,290,626▼ $220,108
Cash and Non-Interest-Bearing Accounts$15,518$114,040▲ $98,522
Prepaid Expenses and Deferred Charges$4,473$9,886▲ $5,413
Accounts Receivable$14,500$1,856▼ $12,644
Land, Buildings, and Equipment, Net$659$158▼ $501
Total Assets$1,545,884$1,416,566▼ $129,318
Liabilities
Accounts Payable and Accrued Expenses$72,055$57,016▼ $15,039
Deferred Revenue$18,000--
Total Liabilities$90,055$57,016▼ $33,039
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,305,829$1,359,550▲ $53,721
Net Assets With Donor Restrictions$150,000$0▼ $150,000
Total Net Assets Fund Balance$1,455,829$1,359,550▼ $96,279
Total Liabilities and Net Assets / Fund Balance$1,545,884$1,416,566▼ $129,318

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$158$331,023$331,181
Other Securities$1,290,626--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Elaine BeattieStaffPT$186,450$186,450

Board Members and Trustees

NameTitle
Stephanie LeeChair
Andrea SerlinDirector
Anita S AgajanianDirector
Anthony GuerrieroDirector
Cathy E MinehanDirector
Chad RemisDirector
Charlene RideoutDirector
Dana GriffinDirector
David ChattmanDirector
David SweeneyDirector
Donald J ChiofaroDirector
Elizabeth DuffyDirector
Greg ContenteDirector
James J SullivanDirector
James TierneyDirector
Jeff BellowsDirector
Jesse StanesaDirector
John B Hynes IiiDirector
John P DrewDirector
John a NucciDirector
Joshua GreenbergDirector
Kara L BuckleyDirector
Kathy SpiegelmanDirector
Lawrence S DicaraDirector
Leah MalinDirector
Letise LafeirDirector
Maggie ScottDirector
Mark HandleyDirector
Mark J FlahertyDirector
Marty JonesDirector
Matthew J KieferDirector
Maureen SavageDirector
Meredith LearyDirector
Michael WodallDirector
Nicholas K MoiseDirector
Patrick J HaswellDirector
Patrick LeeDirector
Philip CarverDirector
Ramon SotoDirector
Richard C MuraidaDirector
Robert JonesDirector
Ronald M DrukerDirector
THOMAS N O'BRIENDirector
Tamara SmallDirector
Timothy G MurnaneDirector
Walter J St Onge IiiDirector
William F KennedyDirector
Zoya PuriDirector
Pasquale NuzzoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$743,564
Program Service Revenue
$0
Investment Income
$34,690
Other Revenue
$-173,523
All Other Contributions
$151,006
Change in Net Assets
$-353,693

Audited Revenue Reconciliation

Revenue per Audited Statements
$604,731
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$257,414
Total Revenue per Audited Statements
$862,145
Total Revenue per Form 990
$604,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$722,485
Other Expenses$235,939
Total Fundraising Expense$116,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$195,538$175,168$52,200$422,906
Current Officers, Directors, Trustees, and Key Employees$108,193$96,923$28,884$234,000
Fees for Services Accounting$58,525$52,428$15,623$126,576
Payroll Taxes$23,600$21,142$6,301$51,043
Office Expenses$14,514$13,001$3,873$31,388
Other Employee Benefits$6,719$6,021$1,796$14,536
Insurance$2,068$1,853$552$4,473
Other Expenses$120$107$31$258
Depreciation Depletion$92$82$25$199
Total Functional Expenses$448,939$392,985$116,500$958,424

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$958,424
Total Expenses per Audited Statements$958,424
Total Expenses per Form 990$958,424
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$173,523
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Shattuck Awards$227,808-$116,394-
Annual Meeting$121,050-$57,129-
Total Events$348,858-$173,523$-173,523
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“There is a board of directors.”

Form 990, Part VI, Section A, Line 7A

“The executive committee makes decisions and the board of directors approves decisions.”

Form 990, Part VI, Section A, Line 7B

“The executive committee makes decisions and the board of directors approves decisions.”

Form 990, Part VI, Section B, Line 11B

“The executive committee reviews and approves the form 990.”

Form 990, Part VI, Section B, Line 15A

“The board approves compensation.”

Form 990, Part VI, Section C, Line 19

“The organization files form 990 with form pc with the massachusetts office of the attorney general division of public charities which is open to the public for review.”

Filing and Contact Details

Filer

Filer Name
Boston Municipal Research Bureau
EIN
22-2673755
Phone
6172271900
Address
333 WASHINGTON STREET 854, BOSTON, MA 02108

Signing Officer

Name
Martha M Walz
Title
Interim President
Phone
6172271900
Signed
2025-11-05

Organization Details

Principal Officer
Martha M Walz
Formed
1985
Legal Domicile
Ma
Voting Board Members
47
Independent Board Members
46
Employees
7
Volunteers
0

Preparer

Firm
Daniel Dennis and Companyllp
Address
990 WASHINGTON STREET, DEDHAM, MA 02026
Preparer
Kristoffer Lane
Phone
6172629898
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization did not change its oversight process or selection process of an independent accountant during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The bureau is exempt from federal income taxes under section 501(c)(3) of the internal revenue code, and is exempt from state income taxes under chapter 180 of the massachusetts general laws. Unrelated business income, of which there was none for 2024, would be subject to federal and state income taxes. Consequently, the accompanying financial statements do not reflect any provision for income taxes. The bureau evaluates tax positions taken or expected to be taken in its tax returns to determine whether the tax positions are more-likely-than-not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold, along with accrued interest and penalty thereon would be recorded as an expense in the current year financial statements. At december 31, 2024, the bureau believes that it has no uncertain tax positions within any of its open tax years.”

Raw XML AppendixShowing 400 of 751 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0MONITOR AND PUBLISH ADMINISTRATIVE AND FINANCIAL ISSUES CONCERNING THE CITY OF BOSTON.
IRS990/AllOtherContributionsAmt0151006
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARTHA WALZ INTERIM PRESIDENT
IRS990/BooksInCareOfDetail/PhoneNum06172271900
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IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0234000
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IRS990/DepreciationDepletionGrp/TotalAmt0199
IRS990/Desc0IMPARTIAL AND OBJECTIVE RESEARCH INTO CHALLENGES OF ADMINISTRATION AFFECTING THE CITY OF BOSTON. INFORM PUBLIC ABOUT FINANCING AND ASSIST OFFICIALS IN IMPROVING PUBLIC MANAGEMENT.
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IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/ExpenseAmt0448939
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IRS990/FeesForServicesAccountingGrp/FundraisingAmt015623
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IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt058525
IRS990/FeesForServicesAccountingGrp/TotalAmt0126576
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd32X
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IRS990/Form990PartVIISectionAGrp/PersonNm0LEAH MALIN
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHANIE LEE
IRS990/Form990PartVIISectionAGrp/PersonNm2PASQUALE NUZZO
IRS990/Form990PartVIISectionAGrp/PersonNm3ANITA S AGAJANIAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK J FLAHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm5ZOYA PURI
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF BELLOWS
IRS990/Form990PartVIISectionAGrp/PersonNm7KARA L BUCKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID CHATTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9DONALD J CHIOFARO
IRS990/Form990PartVIISectionAGrp/PersonNm10JOSHUA GREENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm11LAWRENCE S DICARA
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN P DREW
IRS990/Form990PartVIISectionAGrp/PersonNm13RONALD M DRUKER
IRS990/Form990PartVIISectionAGrp/PersonNm14DANA GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm15LETISE LAFEIR
IRS990/Form990PartVIISectionAGrp/PersonNm16MARK HANDLEY
IRS990/Form990PartVIISectionAGrp/PersonNm17PATRICK J HASWELL
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN B HYNES III
IRS990/Form990PartVIISectionAGrp/PersonNm19MARTY JONES
IRS990/Form990PartVIISectionAGrp/PersonNm20ROBERT JONES
IRS990/Form990PartVIISectionAGrp/PersonNm21WILLIAM F KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm22ANDREA SERLIN
IRS990/Form990PartVIISectionAGrp/PersonNm23MATTHEW J KIEFER
IRS990/Form990PartVIISectionAGrp/PersonNm24RAMON SOTO
IRS990/Form990PartVIISectionAGrp/PersonNm25JAMES J SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm26PATRICK LEE
IRS990/Form990PartVIISectionAGrp/PersonNm27MEREDITH LEARY
IRS990/Form990PartVIISectionAGrp/PersonNm28MAUREEN SAVAGE
IRS990/Form990PartVIISectionAGrp/PersonNm29ANTHONY GUERRIERO
IRS990/Form990PartVIISectionAGrp/PersonNm30CATHY E MINEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm31NICHOLAS K MOISE
IRS990/Form990PartVIISectionAGrp/PersonNm32RICHARD C MURAIDA
IRS990/Form990PartVIISectionAGrp/PersonNm33TIMOTHY G MURNANE
IRS990/Form990PartVIISectionAGrp/PersonNm34PHILIP CARVER
IRS990/Form990PartVIISectionAGrp/PersonNm35JOHN A NUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm36MAGGIE SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm37THOMAS N O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm38GREG CONTENTE
IRS990/Form990PartVIISectionAGrp/PersonNm39ELIZABETH DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm40DAVID SWEENEY
IRS990/Form990PartVIISectionAGrp/PersonNm41CHAD REMIS
IRS990/Form990PartVIISectionAGrp/PersonNm42JAMES TIERNEY
IRS990/Form990PartVIISectionAGrp/PersonNm43CHARLENE RIDEOUT
IRS990/Form990PartVIISectionAGrp/PersonNm44WALTER J ST ONGE III
IRS990/Form990PartVIISectionAGrp/PersonNm45JESSE STANESA
IRS990/Form990PartVIISectionAGrp/PersonNm46TAMARA SMALL
IRS990/Form990PartVIISectionAGrp/PersonNm47KATHY SPIEGELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm48MICHAEL WODALL
IRS990/Form990PartVIISectionAGrp/PersonNm49ELAINE BEATTIE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt430
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt460
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt470
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt490
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR

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