Commonwealth Report Legislators Method

Middlesex County

Everett

City · Middlesex County · 50,045 residents (ACS 2020–24)

Data through FY2026; built October 19, 2026.

State House

Everett is split among three House districts. Shares are of 2020 residents.

State Senate

School districts

  • Everett Public Schools, the city’s own district

Regional planning agency

Metropolitan Area Planning Council

Fairness Index

Everett scores 68 on the Fairness Index for all state aid and 54 for discretionary money. Fifty is a fair share.

All state aid

68 / 10017th of 351 (1 = most above its share)

Equal
70
Need
63
Burden
65
Effort
73

Rank under other weightings: 15th to 19th.

Stable high: above 55 under every weighting

Everett received more than its share of state aid on all four measures; its blended score of 68 stays between 66 and 70 under every weighting tested.

Discretionary money only

54 / 100166th of 351 (1 = most above its share)

Equal
53
Need
45
Burden
61
Effort
56

Rank under other weightings: 147th to 180th.

Weighting-dependent: the range crosses the 45–55 band

Everett received more than its share of discretionary money on three of four measures; its blended score of 54 stays between 51 and 57 under every weighting tested.

Each bar is one way of defining a fair share: Equal, the same per resident; Need, weighted toward poverty, low income and a thin tax base; Burden, by what each program pays for (road miles, bridges, pupils and so on); Effort, by what residents already pay in property tax relative to their income. The line marks 50. The score is the average of the four. Discretionary money is competitive grants and earmarks that name the town. How the index is built.

State money, FY2017–FY2026

Everett’s town government and school districts received $1.11 billion in formula aid and $16.9 million in competitive grants over ten years.

Formula aid

$1.11B

$22,244 per resident (18th of 351) · gross

Competitive grants

$16.9M

$337 per resident (193rd of 351)

Earmark-account payments

$2.9M

$57.83 per resident (62nd of 351)

Competitive grants to Everett were spread across the decade; no year exceeded 20% of the total.
Formula aid$1.11B total · peak $154M in FY2026
Competitive grants$16.9M total · peak $2.8M in FY2023
Earmark-account payments$2.9M total · peak $781,000 in FY2022
FY17FY18FY19FY20FY21FY22FY23FY24FY25FY26

Each class has its own scale. Bars show dollars paid in each fiscal year.

Formula aid is gross: Chapter 70 as DESE attributes it to the town, and cherry-sheet aid before the state deducts charges such as charter tuition and transit assessments, plus other formula programs as paid. Competitive grants and earmark-account payments are Comptroller payments to the town government and its school districts (stage: paid), the same payees as the Fairness Index. Enacted earmarks and earmark payments are different things: enacted earmarks are budget clauses, counted three ways above; earmark-account payments are Comptroller payments to the town government and its school districts from accounts classified as earmarks, which can include prior-year and statewide-program money. Either can be larger. Shared revenue, pass-through contracts, transfers to state entities and unclassified payments, $221M in all, are not shown. Rank 1 is the highest amount per resident among 351.

Earmarks

Everett received $6.1 million in local earmarks in ten enacted budgets on all three measures.

Names the town

$6.1M

$121 per resident (27th of 351)

Placed in the town

$6.1M

$121 per resident (47th of 351)

Everything placed

$6.1M

$121 per resident (52nd of 351)

Losers Club

Not a member

35 municipalities had none

Local earmarks are counted three ways: clauses that name Everett; clauses placed in Everett, adding organizations located here; and everything placed, adding state facilities located here. Three ways to count a local earmark.

Placed in the town: 77 clauses in ten of ten budgets; the most recent in FY2026. Every one names Everett directly.

Largest items placed in the town, FY2017–FY2026 (the town’s share where a clause names several towns)
YearAmountBudget text (excerpt)Stage
FY2023$1M (split three ways)“the hazardous materials response team in the cities of Cambridge, Everett and Boston”Enacted
names the town
FY2017$250,000“public schools in the city of Everett”Enacted
names the town
FY2022$200,000“the music program at Everett high school in the city of Everett”Enacted
names the town
FY2022$167,000 (split three ways)“the hazardous materials response team in the cities of Cambridge, Everett and Boston”Enacted
names the town
FY2021$167,000 (split three ways)“the hazardous materials response team in the cities of Cambridge, Everett and Boston”Enacted
names the town

Enacted earmarks and earmark payments are different things: enacted earmarks are budget clauses, counted three ways above; earmark-account payments are Comptroller payments to the town government and its school districts from accounts classified as earmarks, which can include prior-year and statewide-program money. Either can be larger.

What the town carries

Measured against what it maintains, Everett received 2.38 times its proportional share of competitive grant awards.

Local road miles

58.1

219th of 351 · 1.2 per 1,000 residents (348th of 351)

Town-owned bridges, replacement cost

$0

scored exposure $0 · none in poor condition

Road-stream crossings

2

345th of 351 · culverts and small crossings

Town-owned hazard dams

0

high or significant hazard

Land area

3.4 sq mi

3% state-owned

Seasonal homes

0%

share of housing units

Peak service population

50,239

residents plus seasonal

Core infrastructure index

8.34

roads, culverts, dams, coast, flood, energy

The burden index divides the competitive awards Everett received from FY2017 to FY2026 by what it would have received if every program had split its money by its own measure of need: road miles for road programs, crossings for culvert grants, town-owned hazard dams for dam repair, jobs for economic development, residents for libraries. 1.0 is proportional. Everett: 2.38. State median: 0.91. Bridges count by replacement cost and condition, not by number, and only bridges the town owns. Ranks run from 1, the most among 351.

State land and growth

State land eligible for PILOT

0 acres

no eligible state land in FY2026

State-owned land PILOT, FY2026

$0

payment in lieu of taxes, cherry sheet

PILOT per eligible acre

not applicable

no eligible acres · statewide $117

New growth per resident

$41,825

FY2017–2025 · 51st of 351 · median town $20,524

State land eligible for PILOT is the Division of Local Services’ count of state-owned acres on which the state pays a payment in lieu of taxes; the payment follows the land’s assessed value, not its acreage, so the per-acre figure is a comparison, not the formula. The state-owned share on the land-area tile above is the MassGIS map of all state-owned open space, a wider count. New growth is the assessed value of new construction and improvements added to the tax base, summed FY2017–FY2025 and divided by 2020–24 residents; taxed at the prior year’s rates, it adds to the levy limit beyond 2.5%.

Costs and the 2½% limit

State aid covered 42.0% of Everett’s general-fund spending in FY2025, up from 27.0% in FY2006.

State aid as a share of general-fund spending

FY2006

27.0%

$33.2M of $123M · median town 14.1%

FY2016

41.8%

$73.4M of $176M · median town 12.2%

FY2025

42.0%

$130M of $310M · median town 11.5%

Net of state charges, FY2025

35.2%

FY2010: 24.8% · median town 10.0%

State aid is the gross cherry sheet as entered on the tax rate recap; spending is the town’s general-fund expenditures as filed with the Division of Local Services. Net subtracts the charges the state assesses on the same cherry sheet (charter and school-choice tuition, transit, county and other assessments), itemized from FY2010.

Everett’s state aid kept pace with both price measures: FY2025 aid was 152.9% above its FY2006 aid grown by Boston-area consumer prices and 124.7% above grown by the government price index.
FY2006 aid
$33.2M
At FY2025 consumer prices
$51.4M
At FY2025 government prices
$57.9M
FY2025 aid
$130M

Gross state aid went from $33.2 million in FY2006 to $130 million in FY2025, +292.2% in dollars. Consumer prices are the Boston-area CPI-U, up 55.1% over those years; government prices are the federal price index for state and local government purchases, up 74.5%. Fiscal-year averages. Flag: in FY2010, $2.8 million of Everett’s gross aid was in receipts the itemized cherry sheet does not show, consistent with school-building reimbursements that ended by FY2024 (not verified line by line). Part of the change since FY2006 may be that phase-out.

Fixed costs against the 2½% limit, FY2016–FY2025

Health insurance, FY2016–25

+105.6%

$21.7M to $44.6M · all towns +54.0%

All fixed costs, FY2016–25

+78.1%

$35.4M to $63.1M · all towns +53.0%

Years squeezed

6 of 9

fixed costs grew faster than allowed levy growth

Health insurance

6 of 9

years it grew faster than allowed levy growth

Nine years at 2.5% add 24.9%. Grown that way from FY2016, Everett’s health insurance would have been $27.1 million in FY2025; it was $44.6 million, $17.5 million above the path. Its fixed costs would have been $44.2 million in FY2025; it was $63.1 million, $18.8 million above the path.

Fixed costs are employee benefits, retirement, insurance and similar costs in the general fund; health insurance comes from a separate DLS report. Allowed levy growth is 2.5% plus new growth, as a share of the prior year’s levy limit; a year counts as squeezed when fixed costs grew by a larger percentage.

Flag: fixed costs changed by more than 30% in one year in FY2019 (+41%); health insurance changed by more than 30% in one year in FY2019 (+71%). Swings this size usually mark costs moving between budget lines, into or out of trust funds, or into the state’s Group Insurance Commission, so the comparison may reflect accounting as well as cost.

Local earmarks against the health-insurance increase

Over the nine budgets, earmarks naming Everett came to $5.6 million, 24.4% of the $22.9 million rise in its health insurance.

Local earmarks FY2017–FY2025 (enacted, nine budgets) against the FY2016–FY2025 rise in health insurance
MeasureEarmarksShare of the increaseAll towns, pooled
Names the town$5.6M24.4%28.2%
Placed in the town$5.6M24.4%42.3%
Everything placed$5.6M24.4%45.2%

An earmark is a one-year appropriation; a health-insurance increase recurs in every later budget. Earmarks are counted on the three measures and are not adjusted for the January 2024 mid-year cuts or the FY2026 hold. All towns: pooled over the towns that reported health insurance in both years. All dollars nominal. Method.

Schools

Everett’s required school contribution is 3.1% of median household income, 52nd highest of 351.

Chapter 70 aid, FY2026

$127M

to the town’s district

Required local contribution

$45.8M

FY2026

Share of household income

3.1%

52nd of 351 (1 = highest)

Real aid per pupil, FY2017–26

+37%

after inflation

Everett runs its own school district.

Real figures use the CPI-U, fiscal-year average, in FY2026 dollars. The required contribution is the local share the state sets under the Chapter 70 formula; the share of income divides it per household by the town’s median household income.

Expected and actual

Everett received $23.2 million in earmarks placed in the town and competitive grants over ten years, 23% more than the $18.8 million its size, need and institutions predict.

Expected
$18.8M
Received
$23.2M

The expectation comes from a statewide model of all 351 municipalities that uses population, road miles, jobs, poverty, income, tax base, school-aid share and the presence of hospitals, colleges and nonprofits. Those factors explain about 55–60% of the differences between towns. The model leaves out many legitimate reasons a town may receive more or less, such as a single large project, so a gap is a starting point for questions, not a finding about anyone’s conduct.

Earmarks here are placed in the town, the second of three measures (enacted); competitive grants are Comptroller payments (paid). Method.

Peers

Everett ranks 2nd of 11 on earmark dollars placed in the town per resident among itself and its ten nearest peers.

Peers are the ten municipalities nearest to Everett on population, income need and tax-base need. The best and lowest performers are the highest and lowest on earmark dollars placed in the town per resident in the wider class of 30 nearest, the second of three measures.

MunicipalityFairness IndexFormula aid per residentCompetitive per residentEarmarks placed in the town, per resident (enacted)Burden indexSchool contribution, share of income
Everettthis town68$22,244$337$1212.383.1%
Tauntonpeer59$17,881$149$94.330.822.7%
Amherstpeer36$8,017$722$84.882.443.7%
Leominsterpeer58$16,497$382$54.841.582.5%
Westfieldpeer52$14,111$235$64.110.632.6%
West Springfieldpeer57$16,581$376$86.720.822.9%
Reverepeer64$19,109$328$31.012.702.8%
Maldenpeer51$13,164$195$58.551.642.4%
Haverhillpeer58$16,056$523$98.182.112.7%
Pittsfieldpeer59$17,230$454$1311.562.6%
Marlboroughpeer53$13,835$804$65.971.573.4%
Salembest in class of 3046$10,823$853$1572.622.9%
Chicopeelowest in class of 3062$19,031$203$19.300.652.4%

Formula aid per resident is the ten-year gross total; competitive grants are ten-year totals paid, FY2017–FY2026; earmarks are enacted clauses placed in the town over the same ten budgets. Add up to ten towns to the table; adding needs JavaScript.

Sources

Every figure traces to a public record.

Every figure on this page is built by script from these public sources. Method and limits.

Parcenomics helps towns turn numbers like these into a plan. Municipal services · Contact