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Disclosure reporting details
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Lobbyist Entity disclosure reporting period:   07/01/2016 - 12/31/2016
Authorizing Officer name David Eric Newman
Title VP
Business name The Strategy Group, Inc.
Address 40 Court Street    11th Floor
City, state, zip code Boston, MA 02108         
Country US
Phone 617-263-3322 
 
Compensation/Salaries Paid
Lobbyist or Entity nameSalaries
Susan M Tracy $5,600.30
David Eric Newman $3,749.99
Katherine Mainzer $2,372.17
Total salaries paid $11,722.46
 
Operating Expenses
DateRecipientType of expenseAmount
7/1/2016-12/31/2016 Advertising expenses $0.00
7/1/2016-12/31/2016 IKON Financial Services Photocopies, scans $95.49
7/1/2016-12/31/2016 Microsoft 365 Online Computer equipment, supplies $8.07
7/1/2016-12/31/2016 Professional dues $0.00
7/1/2016-12/31/2016 Fax charges $0.00
7/1/2016-12/31/2016 Comcast Internet fees $24.99
7/1/2016-12/31/2016 Legal fees $0.00
7/1/2016-12/31/2016 USPS Postage, shipping, delivery $2.78
7/1/2016-12/31/2016 Staples Office supplies, equipment $65.67
7/1/2016-12/31/2016 Printing expenses $0.00
7/1/2016-12/31/2016 Public relations expenses $0.00
7/1/2016-12/31/2016 Brickman 40 Court LLC Rent $1,915.18
7/1/2016-12/31/2016 Desiree Pelletier Office and support staff salaries $591.73
7/1/2016-12/31/2016 Professional subscriptions $0.00
7/1/2016-12/31/2016 Brickman 40 Court LLC Taxes $48.27
7/1/2016-12/31/2016 Comcast Telephone, cell phone, handheld $65.57
7/1/2016-12/31/2016 Brickman 40 Court LLC Utilities (heat, water, electricity) $111.45
7/1/2016-12/31/2016 Verizon Wireless Other operating expenses $66.62
  Total operating expenses $2,995.82
 
Activities, Bill Numbers and Titles
Sub-agent: Katherine Mainzer
Client: Third Sector New England, Inc.
House / SenateBill Number or Agency NameBill title or activityAgent positionAmountDirect business association
Executive Advocacy for Workforce Development in the FY18 budget and implementation of the Economic Development bill. Support $0.00 N/A
    Total amount $0.00  
Sub-agent: David Eric Newman
Client: American Heart Association/American Stroke Association
Total amount paid by client; lobbyist is unable to report compensation at activity level: $0.00
House / SenateBill Number or Agency NameBill title or activityAgent positionAmountDirect business association
Executive 3988 An Act Expanding Access to Healthy Food Choices in Vending Machines on State Property Support $0.00 N/A
    Total amount $0.00  
Entity: The Strategy Group, Inc.
Client: Third Sector New England, Inc.
Total amount paid by client; lobbyist is unable to report compensation at activity level: $20,250.00
House / SenateBill Number or Agency NameBill title or activityAgent positionAmountDirect business association
Executive Advocacy for Workforce Development in the FY18 budget and implementation of the Economic Development bill. Support $0.00 N/A
    Total amount $0.00  
Entity: The Strategy Group, Inc.
Client: American Heart Association/American Stroke Association
Total amount paid by client; lobbyist is unable to report compensation at activity level: $15,817.00
House / SenateBill Number or Agency NameBill title or activityAgent positionAmountDirect business association
Executive 3988 An Act Expanding Access to Healthy Food Choices in Vending Machines on State Property Support $0.00 N/A
    Total amount $0.00  
 
Meals, Travel, and Entertainment Expenses
No meals, travel, or entertainment expenses were filed for this disclosure reporting period.
 
Additional Expenses
No additional expenses were filed for this disclosure reporting period.
 
Campaign Contributions
DateLobbyist nameRecipient nameOffice soughtAmount
09/08/2016Katherine Mainzer Ayanna Pressley Boston City Councilor, At-Large $100.00
11/21/2016Katherine Mainzer Sonia Chang-Diaz State Senate, 2nd Suffolk $200.00
12/05/2016Katherine Mainzer Matt O'Malley Boston City Councilor, District 6 $50.00
07/06/2016David Eric Newman Jim Burgess Representative, 7th Norfolk $100.00
07/22/2016David Eric Newman Eric Lesser Senator, 1st Hampden & Hampshire $100.00
08/15/2016David Eric Newman Karen Spilka Senator, 2nd Middlesex & Norfolk $100.00
09/21/2016David Eric Newman Eric Lesser Senator, 1st Hampden & Hampshire $100.00
09/21/2016David Eric Newman Jeff Sanchez Representative, 15th Suffolk $100.00
10/19/2016David Eric Newman Jerry Parisella Representative, 6th Essex $100.00
10/20/2016David Eric Newman Deborah Goldberg State Treasurer, MA $150.00
10/21/2016David Eric Newman Committee for a Safe & Healthy MA Political Action Committee, MA $100.00
10/25/2016David Eric Newman Sonia Chang-Diaz Senator, 2nd Suffolk $100.00
10/27/2016David Eric Newman Evandro Carvahlo Representative, 5th Suffolk $100.00
11/04/2016David Eric Newman Joe Boncore Senator, 1st Suffolk & Middlesex $100.00
11/30/2016David Eric Newman Setti Warren Mayor, City of Newton $150.00
07/06/2016Susan M Tracy Andrea Campbell Boston City Councilor, District 4 $200.00
09/15/2016Susan M Tracy Jen Migliore Representative, 9th Essex $200.00
09/21/2016Susan M Tracy Eric Lesser Senator, 1st Hampden & Hampshire $150.00
10/05/2016Susan M Tracy Marty Walsh Mayor, City of Boston $200.00
10/20/2016Susan M Tracy Deborah Goldberg Treasurer, MA $200.00
10/20/2016Susan M Tracy Michelle Wu Boston City Councilor, At-Large $200.00
11/02/2016Susan M Tracy Jason Lewis Senator, 5th Middlesex $100.00
11/03/2016Susan M Tracy Joe Boncore Senator, 1st Suffolk & Middlesex $100.00
12/08/2016Susan M Tracy Matt O'Malley Boston City Councilor, District 6 $100.00
12/20/2016Susan M Tracy Scott Lennon Mayor, City of Newton $200.00
12/20/2016Susan M Tracy Setti Warren Mayor, City of Newton $200.00
   Total contributions $3,500.00
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