Form 990 for tax year 2023
Filed by RHODE ISLAND PUBLIC EXPENDITURE COUNCIL.
Totals
- Total revenue
- $698,874
- Total expenses
- $701,725
- Contributions and grants received
- $484,444
- Grants paid
- $10,000
- Program service revenue
- $201,100
- Investment income
- $13,330
- Other revenue
- $0
- Total assets, end of year
- $321,473
- Total liabilities, end of year
- $37,413
- Net assets or fund balances, end of year
- $284,060
- Program services expenses (Part IX)
- $473,152
- Management and general expenses
- $122,248
- Fundraising expenses
- $106,325
- Program service expenses (Part III)
- $473,152
Program services were 67.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$476,744
-
1f · All other contributions, gifts and grants
$7,700
-
2a · Program service revenue: ANNUAL MEETING
total $201,100 · related or exempt $201,100
-
3 · Investment income
total $13,330 · excluded $13,330
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $10,000 · program services $10,000
-
5 · Compensation of officers, directors and key employees
total $205,931 · program services $170,923 · management and general $24,712 · fundraising $10,296
-
7 · Other salaries and wages
total $148,024 · program services $122,859 · management and general $17,763 · fundraising $7,402
-
8 · Pension plan contributions
total $4,906 · program services $4,072 · management and general $589 · fundraising $245
-
9 · Other employee benefits
total $7,695 · program services $6,387 · management and general $923 · fundraising $385
-
10 · Payroll taxes
total $25,148 · program services $20,873 · management and general $3,018 · fundraising $1,257
-
11b · Fees: legal
total $358 · program services $143 · management and general $215
-
11c · Fees: accounting
total $54,307 · program services $21,723 · management and general $32,584
-
11g · Fees: other
total $36,000 · program services $14,400 · management and general $21,600
-
12 · Advertising and promotion
total $2,938 · program services $2,439 · management and general $499
-
13 · Office expenses
total $15,726 · program services $13,053 · management and general $2,673
-
16 · Occupancy
total $93,149 · program services $77,314 · management and general $15,835
-
19 · Conferences, conventions and meetings
total $86,740 · fundraising $86,740
-
22 · Depreciation, depletion and amortization
total $10,098 · program services $8,381 · management and general $1,717
-
23 · Insurance
total $705 · program services $585 · management and general $120
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $216,929 · end of year $297,467
-
4 · Accounts receivable
beginning of year $70,792
-
9 · Prepaid expenses and deferred charges
beginning of year $8,436 · end of year $4,004
-
10a · Land, buildings and equipment: cost or other basis
$38,607
-
10b · Land, buildings and equipment: accumulated depreciation
$23,441
-
10c · Land, buildings and equipment, net
beginning of year $15,681 · end of year $15,166
-
15 · Other assets
beginning of year $8,119 · end of year $4,836
-
17 · Accounts payable and accrued expenses
beginning of year $33,046 · end of year $37,413
-
27 · Net assets without donor restrictions
beginning of year $286,911 · end of year $284,060
Mission and programs · 2023
Mission
ADVANCEMENT OF FISCALLY RESPONSIBLE GOVERNMENT, COMPETITIVE TAX POLICIES, AND ECONOMIC OPPORTUNITIES FOR ALL IN RHODE ISLAND BY PROVIDING OBJECTIVE AND NONPARTISAN RESEARCH AND ANALYSIS.
Activities or mission (Part I)
ADVANCEMENT OF FISCALLY RESPONSIBLE GOVERNMENT, COMPETITIVE TAX POLICIES, AND ECONOMIC OPPORTUNITIES FOR ALL IN RHODE ISLAND BY PROVIDING OBJECTIVE AND NONPARTISON RESEARCH AND ANALYSIS.
-
THE PRINCIPAL PURPOSE OF THE RHODE ISLAND PUBLIC EXPENDITURE COUNCIL IS TO WORK WITH PUBLIC OFFICIALS, CITIZENS GROUPS, AND OTHER SIMILAR ORGANIZATIONS TO STUDY, EVALUATE, AND MAKE RECOMMENDATIONS TO IMPROVE METHODS, SYSTEMS, AND PROCEDURES OF PUBLIC ADMINISTRATION.
Expenses $473,152 · Grants $10,000 · Revenue $201,100
As filed on the 2023 return.
Listed in Part VII
-
David RosatiDAVID ROSATI
DIRECTOR (FROM 9/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth LynnELIZABETH LYNN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David CicillineDAVID CICILLINE
TRUSTEE (FROM 9/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Eugene BernardoEUGENE BERNARDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John FernandezJOHN FERNANDEZ
DIRECTOR (FROM 12/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Justine DufresneJUSTINE DUFRESNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen OrovitzKATHLEEN OROVITZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marc LeonettiMARC LEONETTI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Matt HarveyMATT HARVEY
TRUSTEE (FROM 4/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Vasco CastroVASCO CASTRO
DIRECTOR (FROM 4/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Patricia ThompsonPATRICIA THOMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ted ShallcrossTED SHALLCROSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim DelgiudiceTIM DELGIUDICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meghan WimsMEGHAN WIMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Will GreeneWILL GREENE
TRUSTEE (FROM 9/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Michael DibiaseMICHAEL DIBIASE
PRESIDENT & CEO
- Total calculated
- $205,931
- From this org
- $197,260
- From related orgs
- $0
- Other
- $8,671
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,260
- Bonus
- $10,000
- Other
- $0
- Deferred
- $5,184
- Nontaxable benefits
- $3,487
- Filer's total
- $205,931
-
Mim L Runey LpdMIM L RUNEY LPD
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Patrick A RogersPATRICK A ROGERS
VICE CHARIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
James H Hahn EsqJAMES H HAHN ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Keith D KellyKEITH D KELLY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Michele CinquegranoMICHELE CINQUEGRANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Albert DahlbergALBERT DAHLBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bradford S DimeoBRADFORD S DIMEO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan D FainJONATHAN D FAIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John GalvinJOHN GALVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christopher D GrahamCHRISTOPHER D GRAHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter C HayesPETER C HAYES
DIRECTOR (TO 9/2023)
- Total calculated
- $0
- Hours/week
- 1
-
John T RuggieriJOHN T RUGGIERI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shivan S SubramaniamSHIVAN S SUBRAMANIAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gregory A WoodsGREGORY A WOODS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William WrayWILLIAM WRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas A LawsonTHOMAS A LAWSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian BritsonBRIAN BRITSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathrin BelliveauKATHRIN BELLIVEAU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lara SalamanoLARA SALAMANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michele LederbergMICHELE LEDERBERG
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Oscar MejiasOSCAR MEJIAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew LopesMATTHEW LOPES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert BrooksROBERT BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edi TebaldiEDI TEBALDI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert MurrayROBERT MURRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kate HearnsKATE HEARNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ray GabrielRAY GABRIEL
DIRECTOR (TO 4/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Michael StretonMICHAEL STRETON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathy CheryKATHY CHERY
DIRECTOR (TO 9/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Arthur SampsonARTHUR SAMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth SueverELIZABETH SUEVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christopher JacksonCHRISTOPHER JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sam HannaSAM HANNA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Howard KilgussHOWARD KILGUSS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeanne LachanceJEANNE LACHANCE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alan H Litwin CPAALAN H LITWIN CPA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter MarinoPETER MARINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ned McCroryNED MCCRORY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rick MettersRICK METTERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joseph R Paolino JrJOSEPH R PAOLINO JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian SperoBRIAN SPERO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eric C SwainERIC C SWAIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John M SweeneyJOHN M SWEENEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kevin P TracyKEVIN P TRACY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jason DaponteJASON DAPONTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joseph PerroniJOSEPH PERRONI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Adam GwaltneyADAM GWALTNEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Edmund DonnellyEDMUND DONNELLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Harold HorvatHAROLD HORVAT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jaclyn MorroccoJACLYN MORROCCO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John Hazen WhiteJOHN HAZEN WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kelli ArmstrongKELLI ARMSTRONG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Laurie WhiteLAURIE WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lisa AhartLISA AHART
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Neil SteinbergNEIL STEINBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter ArdenPETER ARDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert VincentROBERT VINCENT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steven WhiteSTEVEN WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Terrance MartiesianTERRANCE MARTIESIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Vic VetterVIC VETTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sean O Coffey EsqSEAN O COFFEY ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert ColucciROBERT COLUCCI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stephen Del SestoSTEPHEN DEL SESTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott FreundSCOTT FREUND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sheelagh BeaulieuSHEELAGH BEAULIEU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Roger BeginROGER BEGIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Diana FranchittoDIANA FRANCHITTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark J MeiklejohnMARK J MEIKLEJOHN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Corey McCartyCOREY MCCARTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Cliff WoodCLIFF WOOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Derek PicerneDEREK PICERNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew GalvinANDREW GALVIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jack MurphyJACK MURPHY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth CatucciELIZABETH CATUCCI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gail RobbinsGAIL ROBBINS
TRUSTEE (TO 4/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Ross NelsonROSS NELSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter BrownPETER BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Henry D Sharpe JrHENRY D SHARPE JR
HONORARY TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
GENERAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349317319
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