Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 467,038 | 355,201 | 392,295 | 475,682 | 226,716 | 1,916,932 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 467,038 | 355,201 | 392,295 | 475,682 | 226,716 | 1,916,932 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 1,916,932 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 467,038 | 355,201 | 392,295 | 475,682 | 226,716 | 1,916,932 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 33 | 789 | 69 | 891 | ||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 1,957,129 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | ACCESS TO JUSTICE (LANGUAGE ACCESS): THROUGHOUT 2022, MASSACHUSETTS APPLESEED STAFF CONTINUED ADVOCATING FOR KEY RECOMMENDATIONS FROM OUR 2021 "FAMILIES TORN APART" REPORT, WHICH DOCUMENTED LANGUAGE BARRIERS IN THE STATE'S CHILD WELFARE SYSTEM (I.E., THE DEPARTMENT OF CHILDREN AND FAMILIES, OR "DCF"). THIS INCLUDED CO-LEADING THE LANGUAGE ACCESS FOR ALL COALITION AND BUILDING SUPPORT FOR POLICY CHANGE TO IMPROVE AND EXPAND LANGUAGE ACCESS AT STATE AGENCIES BY CONDUCTING NUMEROUS EDUCATIONAL PRESENTATIONS, MOBILIZING COMMUNITY SUPPORT, AND DEVELOPING MESSAGING AND GRAPHICS TO RAISE FURTHER AWARENESS OF THIS ISSUE. MA APPLESEED AND PARTNERS ALSO ORGANIZED THE LANGUAGE ACCESS CONFERENCE HELD IN FEBRUARY 2022, BRINGING TOGETHER 150+ ATTENDEES AROUND LANGUAGE JUSTICE. WE ALSO ADVOCATED WITH THE FEDERAL OFFICE OF HEALTH AND HUMAN SERVICES ("HHS") IN CONNECTION WITH AN ADMINISTRATIVE COMPLAINT WE FILED WITH HHS' OFFICE OF CIVIL RIGHTS AGAINST DCF ALLEGING THAT THEIR POLICIES AND PRACTICES RELATING TO LANGUAGE ACCESS VIOLATE TITLE VI OF THE CIVIL RIGHTS ACT OF 1964. ADDITIONALLY, MASSACHUSETTS APPLESEED HAS BEEN WORKING WITH OTHER COMMUNITY PARTNERS TO ORGANIZE AND HOLD LISTENING SESSIONS AND COLLECT STORIES FROM LIMITED ENGLISH PROFICIENT (LEP) COMMUNITY MEMBERS ABOUT THEIR EXPERIENCES WITH LANGUAGE BARRIERS IN THE STATE COURTS. THE STORYTELLING PROJECT IS MEANT TO HIGHLIGHT THE COURT'S FAILURES TO PROVIDE TRANSLATION AND INTERPRETATION SERVICES IN A TIMELY MANNER TO LEP COURT USERS AND TO BEGIN A PARTNERSHIP WITH THE COURTS TO HELP THEM DO A BETTER JOB OF SERVING THESE POPULATIONS. |
| FORM 990, PAGE 2, PART III, LINE 4B | ACCESS TO JUSTICE (COURT REFORM): MASSACHUSETTS APPLESEED COMPLETED OUR RESEARCH INTO THE BARRIERS SELF-REPRESENTED LITIGANTS FACE IN REMOTE CONSUMER DEBT HEARINGS AND PUBLISHED THE FINAL REPORT, YOU'RE STILL MUTED: ACCESS TO JUSTICE BARRIERS IN MASSACHUSETTS' VIRTUAL SMALL CLAIMS COURT, IN JUNE 2022 ALONGSIDE OUR PARTNERS AT THE WESTERN NEW ENGLAND UNIVERSITY SCHOOL OF LAW. THE REPORT EXPOSES THE WAYS CERTAIN PRACTICES IN REMOTE COURT HEARINGS KEEP VULNERABLE FAMILIES CONFINED IN CYCLES OF DEBT AND POVERTY AND CONTAINS RECOMMENDATIONS TO IMPROVE COURT PROCESSES THAT WILL HELP ENSURE FAIR OUTCOMES. FOLLOWING THIS, WE LAUNCHED A NEW PARTNERSHIP WITH THE NATIONAL CENTER FOR STATE COURTS TO CREATE AND DISTRIBUTE A SURVEY NATIONWIDE IN ORDER TO GATHER DATA ON STATE COURT-BASED SELF-HELP CENTERS ACROSS THE COUNTRY. MASSACHUSETTS APPLESEED STAFF RESEARCHED AND COMPILED CONTACTS IN EACH STATE TO DETERMINE TO WHOM THE SURVEY SHOULD BE DISTRIBUTED AND ALSO PARTICIPATED IN THE ACTUAL DISTRIBUTION OF THE SURVEY. STAFF ENGAGED IN FOLLOW-UP WITH SURVEY PARTICIPANTS THROUGH EMAIL AND PHONE CALLS AND CONDUCTED ADDITIONAL RESEARCH TO EXPAND THE NUMBER OF RESPONSES. MASSACHUSETTS APPLESEED ALSO MADE SIGNIFICANT PROGRESS TOWARDS IMPLEMENTING THE RECOMMENDATIONS FROM OUR 2019 REPORT, TURNING ON THE LIGHTS: HOW THE MASSACHUSETTS TRIAL COURT COULD DEPLOY A VIRTUAL COURT SERVICE CENTER TO ASSIST SELF-REPRESENTED LITIGANTS, PRIMARILY THROUGH OUR ADVOCACY IN SUPPORT OF A PROPOSAL TO FUND TECHNOLOGICAL IMPROVEMENTS SUBSTANTIALLY SIMILAR TO THOSE OUR REPORT RECOMMENDS. WE RAISED AWARENESS OF THIS PROPOSAL VIA DIGITAL ADVOCACY AND MOBILIZED LEADERS IN THE LEGAL COMMUNITY TO SUPPORT THIS OVERDUE INVESTMENT IN COURT INFRASTRUCTURE. |
| FORM 990, PAGE 2, PART III, LINE 4C | EDUCATIONAL JUSTICE: THROUGHOUT THE FIRST HALF OF 2022, MASSACHUSETTS APPLESEED CONTINUED TO CONDUCT ITS NARRATIVE-DRIVEN RESEARCH STUDY EXAMINING THE DISPROPORTIONATE SCHOOL DISCIPLINE GIRLS OF COLOR EXPERIENCE. THIS INCLUDED FACILITATING THE COMMUNITY ADVISORY BOARD OF YOUNG WOMEN OF COLOR, EDUCATORS, AND ADVOCATES GUIDING THIS PROJECT AND CONDUCTING INTERVIEWS WITH GIRLS OF COLOR WHO HAD EXPERIENCED EXCLUSIONARY DISCIPLINE. IN JULY 2022, MASSACHUSETTS APPLESEED PUBLISHED THE REPORT ENTITLED "I JUST WANT TO LEARN" GIRLS OF COLOR AND THE SCHOOL-TO-PRISON PIPELINE IN MASSACHUSETTS, HOSTING A VIRTUAL LAUNCH EVENT THAT FEATURED MEMBERS OF THE COMMUNITY ADVISORY BOARD AND CURRENT STUDENTS. AFTER ITS RELEASE, STAFF BEGAN WORKING TO IMPLEMENT THIS REPORT'S 20+ COMMUNITY-IDENTIFIED RECOMMENDATIONS BY DELIVERING EDUCATIONAL PRESENTATIONS TO STAKEHOLDERS, RAISING AWARENESS OF THE RACIAL AND GENDER-BASED DISPARITIES DRIVING EDUCATIONAL INEQUITY, AND COORDINATING WITH COALITION PARTNERS AROUND POLICY PROPOSALS TO LIMIT THE USE OF EXCLUSIONARY DISCIPLINE IN MASSACHUSETTS SCHOOLS. WITH PRO BONO PARTNER EDGEWORTH ANALYTICS, WE ALSO PUBLISHED AND PROVIDED WORKSHOPS ON AN INTERACTIVE DATA DASHBOARD THAT BREAKS DOWN SCHOOL DISCIPLINE DISPARITIES ACROSS THE STATE THROUGH AN INTERSECTIONAL LENS. |
| FORM 990, PAGE 2, PART III, LINE 4D | YOUTH HOMELESSNESS: MASSACHUSETTS APPLESEED STAFF CONTINUED CONDUCTING EDUCATIONAL PRESENTATIONS AND TRAININGS ON OUR HOMELESS YOUTH HANDBOOK FOR STAKEHOLDERS. WE BEGAN DEVELOPING AND MAPPING OUT AN EXPANSION OF THIS WORK, THE LEGAL EDUCATION, ADVOCACY, AND PROTECTIONS (LEAP) PROJECT FOR YOUTH EXPERIENCING HOMELESSNESS, AND STARTED CREATING MATERIALS TO TRAIN PRO BONO ATTORNEYS ON WORKING WITH THIS VULNERABLE POPULATION. IN ADDITION TO FINALIZING AND PUBLISHING AN ADDITIONAL HANDBOOK CHAPTER FOCUSED ON REPRODUCTIVE RIGHTS, MA APPLESEED STAFF INITIATED THE PROCESS OF AUDITING THE HANDBOOK: REVIEWING CHAPTERS, UPDATING INFORMATION, AND IDENTIFYING COMMUNITY EXPERTS TO PROVIDE ISSUE SPOTTING FOR SPECIFIC CONTENT AREAS. THROUGHOUT ITS COMMUNICATIONS AND ADVOCACY ACTIVITIES, STAFF PROMOTED INFORMATION AND RESOURCES AROUND PROPOSED POLICIES THAT WOULD PROVIDE ADDITIONAL SUPPORT FOR YOUTH AND YOUNG ADULTS EXPERIENCING HOMELESSNESS. WE ALSO CONTINUED TO SERVE AS AN ACTIVE MEMBER OF THE MASSACHUSETTS UNACCOMPANIED HOMELESS YOUTH COMMISSION AND SERVED ON THE MBA/ABA MASSACHUSETTS HOMELESS YOUTH LEGAL NETWORK TASKFORCE, STRATEGIZING WITH GOVERNMENT AND COMMUNITY PARTNERS TO BREAK DOWN THE LEGAL BARRIERS FACING YOUTH EXPERIENCING HOMELESSNESS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE REMINDED BY THE EXECUTIVE DIRECTOR ON A PERIODIC BASIS THAT CONFLICTS OF INTEREST SHOULD BE RAISED TO THEIR ATTENTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | INDEPENDENT BOARD REVIEWED EXECUTIVE DIRECTORS COMPENATION AND APPROVED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AT THE PUBLIC'S REQUEST |
| FORM 990, PART XI, LINE 9 | NET ASSETS WITH DONOR RESTRICTIONS 50,000 ROUNDING -1 TOTAL 49,999 |
| Software ID: | |
| Software Version: |