Lobbyist Public Search

Records prior to registration year 2005 are not available online. Contact the Lobbyist Division here for assistance.	Search data is collected from registration records and disclosure reports submitted by lobbyists, lobbying entities, and their clients. Massachusetts General Law requires any party providing or retaining lobbying services to register annually, and submit disclosure reports twice a year.
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Disclosure reporting details

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Lobbyist Entity disclosure reporting period: 01/01/2016 - 06/30/2016

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 name	Salaries
Susan M Tracy	$6,944.38
David Eric Newman	$4,649.99
Katherine Mainzer	$2,941.09
Total salaries paid	$14,535.46

Operating Expenses

Date	Recipient	Type of expense	Amount
1/1/2016-6/30/2016		Advertising expenses	$0.00
1/1/2016-6/30/2016	IKON Financial Services	Photocopies, scans	$34.08
1/1/2016-6/30/2016	Microsoft 365 Online	Computer equipment, supplies	$8.52
1/1/2016-6/30/2016		Professional dues	$0.00
1/1/2016-6/30/2016		Fax charges	$0.00
1/1/2016-6/30/2016	Comcast	Internet fees	$30.38
1/1/2016-6/30/2016		Legal fees	$0.00
1/1/2016-6/30/2016	USPS	Postage, shipping, delivery	$2.63
1/1/2016-6/30/2016	Staples	Office supplies, equipment	$64.78
1/1/2016-6/30/2016		Printing expenses	$0.00
1/1/2016-6/30/2016		Public relations expenses	$0.00
1/1/2016-6/30/2016	Brickman 40 Court LLC	Rent	$2,468.12
1/1/2016-6/30/2016	Johanna Mateo	Office and support staff salaries	$1,196.55
1/1/2016-6/30/2016		Professional subscriptions	$0.00
1/1/2016-6/30/2016	Brickman 40 Court LLC	Taxes	$17.95
1/1/2016-6/30/2016	Comcast	Telephone, cell phone, handheld	$79.06
1/1/2016-6/30/2016	Brickman 40 Court LLC	Utilities (heat, water, electricity)	$135.48
1/1/2016-6/30/2016	Verizon Wireless	Other operating expenses	$89.41
		Total operating expenses	$4,126.96

Activities, Bill Numbers and Titles

Sub-agent: Katherine Mainzer

Client: Third Sector New England, Inc.

Total amount paid by client; lobbyist is unable to report compensation at activity level: $0.00

House / Senate	Bill Number or Agency Name	Bill title or activity	Agent position	Amount	Direct business association
House Bill	4200	An Act making appropriations for FY 2017; support for Workforce Development in the state budget.	Support	$0.00	N/A
House Bill	3983	Advocacy for Workforce Development in the Economic Development bill.	Support	$0.00	N/A
Senate Bill	4	An Act making appropriations for FY 2017; support for Workforce Development in the state budget.	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 / Senate	Bill Number or Agency Name	Bill title or activity	Agent position	Amount	Direct business association
House Bill	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: American Heart Association/American Stroke Association

Total amount paid by client; lobbyist is unable to report compensation at activity level: $24,180.00

House / Senate	Bill Number or Agency Name	Bill title or activity	Agent position	Amount	Direct business association
House Bill	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 / Senate	Bill Number or Agency Name	Bill title or activity	Agent position	Amount	Direct business association
Senate Bill	4	An Act making appropriations for FY 2017; support for Workforce Development in the state budget.	Support	$0.00	N/A
House Bill	4200	An Act making appropriations for FY 2017; support for Workforce Development in the state budget.	Support	$0.00	N/A
House Bill	3983	Advocacy for Workforce Development in the Economic Development bill.	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

Date	Lobbyist name	Recipient name	Office sought	Amount
01/24/2016	Katherine Mainzer	Ken Donnelly	Senator, 4th Middlesex	$75.00
02/02/2016	Katherine Mainzer	Stan Rosenberg	Senator, Hampshire, Franklin & Worcester	$100.00
03/23/2016	Katherine Mainzer	Charlie Baker	Governor, Commonwealth of MA	$100.00
04/26/2016	Katherine Mainzer	Karen Spilka	Senator, 2nd Middlesex & Norfolk	$75.00
01/13/2016	David Eric Newman	Tom Walsh	Representative, 12th Essex	$100.00
02/01/2016	David Eric Newman	Stan Rosenberg	Senate President, Hampshire, Franklin & Worcester	$100.00
02/10/2016	David Eric Newman	Michelle Wu	Boston City Councilor, At-Large	$100.00
02/11/2016	David Eric Newman	Aaron Michlewitz	Representative, 3rd Suffolk	$100.00
02/23/2016	David Eric Newman	Brian Dempsey	Representative, 3rd Essex	$100.00
03/07/2016	David Eric Newman	Robert DeLeo	House Speaker, 19th Suffolk	$100.00
03/23/2016	David Eric Newman	Charlie Baker	Governor, Commonwealth of MA	$100.00
04/05/2016	David Eric Newman	Aaron Michlewitz	Representative, 3rd Suffolk	$100.00
04/12/2016	David Eric Newman	Jeff Sanchez	Representative, 15th Suffolk	$100.00
04/13/2016	David Eric Newman	Ann Margaret Ferrante	Representative, 5th Essex	$100.00
04/28/2016	David Eric Newman	Paul McMurtry	Representative, 11th Norfolk	$100.00
05/05/2016	David Eric Newman	Michelle Wu	Boston City Councilor, At-Large	$100.00
05/18/2016	David Eric Newman	Committee for a Democratic House	Commonwealth of MA	$100.00
05/25/2016	David Eric Newman	Setti Warren	Mayor, City of Newton	$200.00
01/13/2016	Susan M Tracy	Tom Walsh	Representative, 12th Essex	$250.00
02/01/2016	Susan M Tracy	Stan Rosenberg	Senator, Hampshire, Franklin & Worcester	$100.00
02/10/2016	Susan M Tracy	Michelle Wu	Boston City Councilor, At-Large	$200.00
02/11/2016	Susan M Tracy	Aaron Michlewitz	Representative, 3rd Suffolk	$100.00
02/11/2016	Susan M Tracy	Lydia Edwards	Senator, 1st Suffolk & Middlesex	$100.00
02/23/2016	Susan M Tracy	Brian Dempsey	Representative, 3rd Essex	$100.00
03/07/2016	Susan M Tracy	Robert DeLeo	House Speaker, 19th Suffolk	$100.00
03/23/2016	Susan M Tracy	Diana Hwang	Senator, 1st Suffolk & Middlesex	$100.00
03/23/2016	Susan M Tracy	Jay Livingstone	Representative, 8th Suffolk	$100.00
03/30/2016	Susan M Tracy	Linda Dorcena-Forry	Senator, 1st Suffolk	$100.00
04/10/2016	Susan M Tracy	Mike Moran	Representative, 18th Suffolk	$100.00
04/11/2016	Susan M Tracy	Suzanne Bump	State Auditor, Commonwealth of MA	$100.00
04/12/2016	Susan M Tracy	Jeff Sanchez	Representative, 15th Suffolk	$100.00
04/13/2016	Susan M Tracy	Ann Margaret Ferrante	Representative, 5th Essex	$100.00
04/21/2016	Susan M Tracy	Mark Ciommo	Boston City Councilor, District 9	$100.00
04/26/2016	Susan M Tracy	Karen Spilka	Senator, 2nd Middlesex & Norfolk	$100.00
05/18/2016	Susan M Tracy	Committee for a Democratic House	Commonwealth of MA	$200.00
05/25/2016	Susan M Tracy	Setti Warren	Mayor, City of Newton	$100.00
			Total contributions	$4,000.00

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