Commonwealth Report Legislators Method

Essex County

West Newbury

Town · Essex County · 4,591 residents (ACS 2020–24)

Data through FY2026; built October 19, 2026.

State House

State Senate

School districts

Regional planning agency

Merrimack Valley Planning Commission

Fairness Index

West Newbury scores 48 on the Fairness Index for all state aid and 66 for discretionary money. Fifty is a fair share.

All state aid

48 / 100140th of 351 (1 = most above its share)

Equal
44
Need
65
Burden
43
Effort
40

Rank under other weightings: 108th to 161st.

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

West Newbury received less than its share of state aid on three of four measures; its blended score of 48 stays between 44 and 52 under every weighting tested.

Discretionary money only

66 / 100123rd of 351 (1 = most above its share)

Equal
63
Need
80
Burden
60
Effort
60

Rank under other weightings: 113th to 131st.

Stable high: above 55 under every weighting

West Newbury received more than its share of discretionary money on all four measures; its blended score of 66 stays between 62 and 69 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

West Newbury’s town government and school districts received $48.9 million in formula aid and $2.6 million in competitive grants over ten years.

Formula aid

$48.9M

$10,655 per resident (160th of 351) · gross

Competitive grants

$2.6M

$574 per resident (127th of 351)

Earmark-account payments

$177,000

$38.52 per resident (114th of 351)

Competitive grants to West Newbury peaked in FY2026 at $1.6 million, 59% of the ten-year total.
Formula aid$48.9M total · peak $6.2M in FY2022
Competitive grants$2.6M total · peak $1.6M in FY2026
Earmark-account payments$177,000 total · peak $50,000 in FY2026
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, $1.3M in all, are not shown. Rank 1 is the highest amount per resident among 351.

Earmarks

West Newbury received $175,000 in local earmarks in ten enacted budgets on all three measures.

Names the town

$175,000

$38.12 per resident (198th of 351)

Placed in the town

$175,000

$38.12 per resident (211th of 351)

Everything placed

$175,000

$38.12 per resident (214th of 351)

Losers Club

Not a member

35 municipalities had none

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

Placed in the town: seven clauses in six of ten budgets; the most recent in FY2025. Every one names West Newbury directly.

Largest items placed in the town, FY2017–FY2026 (the town’s share where a clause names several towns)
YearAmountBudget text (excerpt)Stage
FY2024$30,000“the town of West Newbury for pedestrian and cycling infrastructure safety improvements”Enacted
names the town
FY2023$30,000“the planning, design, engineering and construction of sidewalks and pedestrian safety improvements in the town of West Newbury”Enacted
names the town
FY2025$25,000“funding to repair the Middle street bridge in the town of West Newbury”Enacted
names the town
FY2022$25,000“a safety audit of an intersection in the town of West Newbury”Enacted
names the town
FY2019$25,000“a celebration of West Newbury”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, West Newbury received 91% of its proportional share of competitive grant awards.

Local road miles

45.8

267th of 351 · 10.0 per 1,000 residents (109th of 351)

Town-owned bridges, replacement cost

$206,000

scored exposure $174,000 · one in poor condition

Road-stream crossings

73

186th of 351 · culverts and small crossings

Town-owned hazard dams

0

high or significant hazard

Land area

13.4 sq mi

6% state-owned

Seasonal homes

0%

share of housing units

Peak service population

4,591

residents plus seasonal

Core infrastructure index

1.47

roads, culverts, dams, coast, flood, energy

The burden index divides the competitive awards West Newbury 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. West Newbury: 0.91. 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

411 acres

4.8% of land area · FY2026

State-owned land PILOT, FY2026

$81,000

payment in lieu of taxes, cherry sheet

PILOT per eligible acre

$198

statewide $117 · FY2026

New growth per resident

$23,643

FY2017–2025 · 148th 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 2.5% of West Newbury’s general-fund spending in FY2025, down from 3.6% in FY2006.

State aid as a share of general-fund spending

FY2006

3.6%

$351,000 of $9.7M · median town 14.1%

FY2016

2.6%

$357,000 of $13.8M · median town 12.2%

FY2025

2.5%

$486,000 of $19.1M · median town 11.5%

Net of state charges, FY2025

2.1%

FY2010: 2.0% · 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.

West Newbury’s own cherry sheet carries no Chapter 70 for pupils in its regional district; the state paid $3.1 million in FY2025 Chapter 70 to the district on its behalf, outside these figures, while the town’s assessment to the district sits in its spending. For a regional member the share understates state support for school costs.

West Newbury’s state aid did not keep pace with either price measure: FY2025 aid was 10.8% below its FY2006 aid grown by Boston-area consumer prices and 20.8% below grown by the government price index.
FY2006 aid
$351,000
At FY2025 consumer prices
$545,000
At FY2025 government prices
$613,000
FY2025 aid
$486,000

Gross state aid went from $351,000 in FY2006 to $486,000 in FY2025, +38.3% 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.

Fixed costs against the 2½% limit, FY2016–FY2025

Health insurance, FY2016–25

+62.9%

$246,000 to $401,000 · all towns +54.0%

All fixed costs, FY2016–25

+75.8%

$897,000 to $1.6M · all towns +53.0%

Years squeezed

7 of 9

fixed costs grew faster than allowed levy growth

Health insurance

5 of 9

years it grew faster than allowed levy growth

Nine years at 2.5% add 24.9%. Grown that way from FY2016, West Newbury’s health insurance would have been $307,000 in FY2025; it was $401,000, $93,000 above the path. Its fixed costs would have been $1.12 million in FY2025; it was $1.58 million, $456,000 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.

Local earmarks against the health-insurance increase

Over the nine budgets, earmarks naming West Newbury came to $175,000, 113.2% of the $155,000 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$175,000113.2%28.2%
Placed in the town$175,000113.2%42.3%
Everything placed$175,000113.2%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

West Newbury’s required school contribution is 2.1% of median household income, 304th highest of 351.

Chapter 70 aid, FY2026

$3M

attributed to the town

Required local contribution

$6.3M

FY2026

Share of household income

2.1%

304th of 351 (1 = highest)

Real aid per pupil, FY2017–26

−3%

after inflation

West Newbury has no school district of its own. Its pupils attend West Newbury, Pentucket and Whittier; West Newbury accounts for 100%, 25% and 1% of their foundation budgets, in that order. Aid and contribution are DESE’s attribution to the town. How a region splits its assessment among members is set by its own agreement and is not published statewide.

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

West Newbury received $3 million in earmarks placed in the town and competitive grants over ten years, 11% more than the $2.7 million its size, need and institutions predict.

Expected
$2.7M
Received
$3M

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

West Newbury ranks 9th 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 West Newbury 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
West Newburythis town48$10,655$574$38.120.912.1%
Boltonpeer35$8,127$737$62.751.642.8%
Sherbornpeer39$9,422$708$1090.882.7%
Boxfordpeer39$9,338$156$74.780.462.6%
Lincolnpeer · best in class of 3041$8,832$272$2231.391.9%
Carlislepeer35$7,968$280$4.770.702.1%
Wenhampeer29$6,869$147$69.200.802.5%
Oak Bluffspeer51$8,440$2,606$93.403.643.0%
Boxboroughpeer34$8,257$231$43.670.362.8%
Dunstablepeer51$12,584$305$1450.552.4%
Middletonpeer30$6,815$154$32.880.832.6%
Edgartownlowest in class of 3055$9,919$2,500$00.363.9%

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.

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