2024-10-30T07:05:47-05:00 2024-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2023-07-01 760794873 EDVESTORS INC EDVE 6175855740 142 BERKELEY STREET 410 BOSTON MA 02116 MARINELL ROUSMANIERE PRESIDENT & CEO 6175855740 2024-10-21 1 1 CAITLIN LIMOGES CPA P01633588 5083669100 2024-10-21 2023 2024-10-15 13:58:12Z MARINELL ROUSMANIERE 142 BERKELEY STREET 410 BOSTON MA 02116 4636578 0 X WWW.EDVESTORS.ORG X 2005 MA EDVESTORS IS A DYNAMIC SCHOOL CHANGE ORGANIZATION FOCUSED ON ACCELERATING SUBSTANTIVE IMPROVEMENT IN BOSTON SCHOOLS. 14 14 30 82 0 0 7041121 4439846 0 0 85585 196732 0 0 7126706 4636578 907131 872680 0 0 2099789 2171956 0 0 524595 2824661 2997600 5831581 6042236 1295125 -1405658 10853706 9073275 2750927 2376154 8102779 6697121 X EDVESTORS WAS FOUNDED IN 2002 AS A PLATFORM TO CONNECT BOSTON PHILANTHROPISTS WITH THE CITY'S PUBLIC SCHOOLS BY IDENTIFYING, SHAPING, AND MATCHING DONORS WITH PROMISING SCHOOL IMPROVEMENT EFFORTS. (SEE SCHEDULE O) 0 0 2119087 488900 BOSTON PUBLIC SCHOOLS ARTS EXPANSION - A MULTI-YEAR COLLABORATIVE EFFORT TO EXPAND EQUITABLE ACCESS TO QUALITY ARTS LEARNING EXPERIENCES FOR ALL STUDENTS IN BOSTON PUBLIC SCHOOLS (BPS). (CONTINUED ON SCHEDULE O) THIS PUBLIC-PRIVATE PARTNERSHIP INVOLVES A LARGE AND COORDINATED NETWORK OF PARTNERS, INCLUDING SCHOOLS, ARTS INSTITUTIONS, TEACHING ARTISTS, AND FUNDERS, AMONG OTHERS. AS A RESULT OF THIS PUBLIC-PRIVATE PARTNERSHIP, 17,000 MORE STUDENTS ANNUALLY RECEIVE ARTS EDUCATION AS COMPARED WITH MORE THAN A DECADE AGO AND OUR PRIVATE INVESTMENT HAS LEVERAGED A 5:1 RETURN OF INCREASED BPS DISTRICT BUDGET INVESTMENT FOR ARTS EDUCATION. EDVESTORS IS THE LEAD IMPLEMENTATION PARTNER FOR BPS ARTS EXPANSION. IN 2019, EDVESTORS PARTNERED WITH BLOOMBERG PHILANTHROPIES TO BRING THE BLOOMBERG ARTS INTERNSHIP TO BOSTON, PROVIDING HIGH SCHOOL STUDENTS WITH SUMMER INTERNSHIPS AT THE CITY'S FOREMOST CULTURAL INSTITUTIONS AND ORGANIZATIONS. 333007 52500 EDVESTORS' MATHEMATICS PROGRAM (ALSO KNOWN AS ZEROING IN ON MATH) HAS A GOAL OF IMPROVING THE MATHEMATICS EDUCATIONAL EXPERIENCES AND OUTCOMES OF STUDENTS IN BOSTON PUBLIC SCHOOLS, WITH A SPECIFIC AIM OF ADVANCING EQUITY IN MATHEMATICS. (CONTINUED ON SCHEDULE O)THROUGH THIS WORK, TEACHERS, STUDENTS, AND ADMINISTRATORS ARE ENGAGED TO ADVANCE TEACHING, LEARNING, AND CURRICULAR IMPROVEMENTS. OVER THE YEARS, RESULTS HAVE SHOWN THAT STUDENTS HAVE BENEFITED WITH INCREASED ASSESSMENT OUTCOMES AND TEACHERS HAVE REPORTED GREATER COMPETENCIES IN TEACHING MATHEMATICS. MOVING FORWARD, EDVESTORS WILL BUILD ON THESE ACCOMPLISHMENTS WHILE WORKING TOWARD SYSTEM-LEVEL IMPACT DRIVEN BY THE CONNECTEDNESS OF OUR SCHOOL-BASED WORK, DISTRICT-LEVEL PARTNERSHIPS, AND EXTERNAL COLLABORATIONS. 1828447 128880 CAREER PATHWAYS - AIMS TO INCREASE THE NUMBER OF BOSTON STUDENTS WHO PROGRESS THROUGH CAREER PATHWAYS THAT ARE ENGAGING AND RELEVANT, ADDRESS COMMUNITY NEEDS, AND PREPARE YOUNG PEOPLE TO ENTER MEANINGFUL CAREERS. THROUGH THE CAREER PATHWAYS INITIATIVE, EDVESTORS HELPS HIGH SCHOOLS AND THE DISTRICT TO PLAN AND PROVIDE QUALITY CAREER EDUCATION EXPERIENCES FOR MORE BOSTON STUDENTS, ENABLING THEM TO DEVELOP THE SKILLS NEEDED TO IDENTIFY, NAVIGATE TOWARDS, AND REALIZE THEIR COLLEGE AND CAREER READINESS GOALS. IN 2020, EDVESTORS PARTNERED WITH JPMORGAN CHASE ON A FIVE-YEAR, CROSS-SECTOR EFFORT TO IMPROVE SYSTEMS AND ELIMINATE STRUCTURAL BARRIERS TO MAKE QUALITY CAREER PATHWAYS ACCESSIBLE TO MORE STUDENTS IN BOSTON. 926792 202400 OTHER PROGRAM SERVICES INCLUDE THE SCHOOL ON THE MOVE PRIZE, RACIAL EQUITY SEED FUND, AND OTHER PROGRAMMATIC EXPENSES. THE SCHOOL ON THE MOVE PRIZE IS BOSTON'S PREMIER AWARD FOR BOSTON PUBLIC SCHOOLS. THE ANNUAL PRIZE INCLUDES A MONETARY AWARD TO ONE OF BPS' MOST RAPIDLY IMPROVING SCHOOLS, WITH SMALLER GRANTS TO THE TWO FINALISTS. THE PRIZE ALSO COMES WITH PUBLIC RECOGNITION AND THE OPPORTUNITY FOR THE WINNING SCHOOL TO DOCUMENT AND SHARE THEIR SUCCESSFUL IMPROVEMENT STRATEGIES TO INFORM THE WORK OF EDUCATORS. THROUGH THE RACIAL EQUITY SEED FUND, EDVESTORS MAKES INVESTMENTS IN A COHORT OF SCHOOLS EACH YEAR TO PROVIDE SCHOOLS WITH THE OPPORTUNITY TO CREATE AN ACTION-BASED LEARNING COMMUNITY THAT IMPLEMENTS, TESTS, AND SCALES SOLUTIONS TO ADVANCE RACIAL EQUITY. INVESTING IN ON-THE-GROUND SOLUTIONS, IN PARTNERSHIP WITH OUR FUNDERS, IS AN ESSENTIAL PART OF EDVESTORS' APPROACH TO STRATEGIC PHILANTHROPY. 926792 202400 5207333 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MARINELL ROUSMANIERE 6175855740 142 BERKELEY STREET 410 BOSTON MA 02116 MYRAN PARKER-BRASS BOARD CHAIR 1.00 X X 0 0 0 JENNIFER LARSON-JOYCE VICE CHAIR 1.00 X X 0 0 0 KATHERINE S MCHUGH CLERK 1.00 X X 0 0 0 DAVID SIMON TREASURER 1.00 X X 0 0 0 KATHERINE GROSS BOARD MEMBER 1.00 X X 0 0 0 FAITH PARKER BOARD MEMBER 1.00 X X 0 0 0 WILLIAM SCHAWBEL BOARD MEMBER (UNTIL 5/2024) 1.00 X 0 0 0 JEAN-PHILLIP BRIGNOL BOARD MEMBER 1.00 X 0 0 0 CHRISTINE LETTS BOARD MEMBER 1.00 X 0 0 0 DR MARIA LUISA PARRA-VELASCO BOARD MEMBER 1.00 X 0 0 0 BRANDON CARDET-HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 ROBERT ZACCARDI BOARD MEMBER 1.00 X 0 0 0 MATTHEW LESNIAK BOARD MEMBER 1.00 X 0 0 0 ABRA FRANCOIS BOARD MEMBER 1.00 X 0 0 0 MELODIE KNOWLTON BOARD MEMBER (AS OF 5/2024) 1.00 X 0 0 0 MARINELL ROUSMANIERE PRESIDENT & CEO 40.00 X 191477 0 31177 FRANCISCO MARRIOTT VP FINANCE & OPS. 40.00 X 113054 0 4522 LAVONIA MONTOUTE SR. DIRECTOR CAREER PATHWAYS 40.00 X 101794 0 12378 HEATHER JOHNSON VP PROGRAMS, STRATEGY & IMPACT 40.00 X 139962 0 22212 RUTH MERCADO-ZIZZO VP PROGRAMS & EQUITY 40.00 X 122957 0 26990 JUSTINE BEATON VP CHIEF OF STAFF 40.00 X 110138 0 12205 779382 0 109484 6 0 1 0 0 106750 4333096 18969 4439846 196732 196732 4636578 0 0 196732 872680 872680 362558 130767 160464 71327 1534140 1147670 61349 325121 55886 43528 3088 9270 90189 66348 11524 12317 129183 92820 5728 30635 1486 1486 110025 100366 2955 6704 441248 403870 10403 26975 37437 34332 1482 1623 15741 14189 598 954 204646 175818 11116 17712 25032 23857 606 569 173350 119258 36596 17496 7331 6298 398 635 PROGRAM SERVICES 1951684 1951684 ADMINISTRATIVE 12681 10942 671 1068 COMMUNICATION 8595 7019 439 1137 MEMBERSHIPS & SUBSCRIPT 8344 5887 1405 1052 6042236 5207333 310308 524595 1357896 2561401 4826273 2549143 3117373 2545099 71021 72302 65410 41068 31673 24342 1449470 1320988 10853706 9073275 563803 308961 697836 695780 1489288 1371413 2750927 2376154 X 1996455 1375434 6106324 5321687 8102779 6697121 10853706 9073275 -1405658 0 X X 0 1 X 1 0 X 2020856 7333053 6181746 7041121 4439846 27016622 2020856 7333053 6181746 7041121 4439846 27016622 14233840 12782782 9426 7723 5641 85585 196732 305107 478525 478525 27800254 0.45980 0.49740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28611 7304 21307 23450 20590 2860 13349 13174 175 24342 RIGHT-OF-USE ASSET - OPERATING LEASE 1320988 1320988 OPERATING LEASE OBLIGATION 1371413 1371413 X 4636578 0 4636578 0 4636578 6042236 0 6042236 0 6042236 PART X, LINE 2: EDVESTORS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. EDVESTORS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2024. EDVESTORS' INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 1 BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 80000 0 SOM PRIZE WINNER - EAST BOSTON HIGH SCHOOL ELIOT SCHOOL OF FINE AND APPLIED ARTS PO BOX 300351 BOSTON MA 02130 042173050 501(C)(3) 46000 0 R16 1-YEAR: ELIOT - ENGLISH, GREW, EGLESTON, HAYNES, ELISON, BURKE APPRENTICE LEARNING 745 CENTRE STREET JAMAICA PLAIN MA 02130 455622649 501(C)(3) 30000 0 GATES SOCIAL CAPITAL INITIATIVE OPEN DOOR ARTS 15 CHANNEL CENTER STREET 103 BOSTON MA 02210 042699540 501(C)(3) 26400 0 R15 2ND YEAR: OPEN DOOR ARTS - ELLISON PARKS, BGA, CASH ACTORS' SHAKESPEARE PROJECT 442 BUNKER HILL STREET CHARLESTOWN MA 01929 200815685 501(C)(3) 22900 0 R16 1-YEAR: ASP - BINCA, ENGLISH, BRIGHTON, BDEA BOSTON GREEN ACADEMY FOUNDATION 20 WARREN STREET BRIGHTON MA 02135 464779019 501(C)(3) 20000 0 SOM PRIZE FINALIST - BOSTON GREEN ACADEMY FENWAY HIGH SCHOOL FUND 67 ALLEGHANY STREET BOSTON MA 02120 046719813 501(C)(3) 20000 0 SOM PRIZE FINALIST - FENWAY HIGH SCHOOL ARTISTS FOR HUMANITY 100 WEST SECOND STREET BOSTON MA 02127 043138434 501(C)(3) 18000 0 R16 1-YEAR: AFH - EXCEL, EGLESTON, BURKE COMMUNITY MUSIC CENTER OF BOSTON 34 WARREN AVENUE BOSTON MA 02116 042437973 501(C)(3) 17600 0 R15 2ND YEAR: CMCB - TAYLOR, HARVARD-KENT COMPANY ONE THEATRE 539 TREMONT STREET BOSTON MA 02116 043444644 501(C)(3) 17600 0 R15 2ND YEAR: C1 - BCLA, BURKE FRACTURED ATLAS PO BOX 55 HARTSDALE NY 10530 113451703 501(C)(3) 16500 0 R15 2ND YEAR: ILA - HORACE MANN, BINCA COMPANY ONE THEATRE 539 TREMONT STREET BOSTON MA 02116 043444644 501(C)(3) 16000 0 R16 1-YEAR: C1 - TECHBOSTON, BATA ELIOT SCHOOL OF FINE AND APPLIED ARTS PO BOX 300351 BOSTON MA 02130 042173050 501(C)(3) 15400 0 R15 2ND YEAR: ELIOT - LEE, BGA LYRIC STAGE COMPANY 140 CLARENDON STREET 2ND FLOOR BOSTON MA 02116 237346311 501(C)(3) 15400 0 R15 2ND YEAR: LYRIC STAGE - TYNAN, HALE BOSTON MUSIC PROJECT 885 WASHINGTON STREET BOSTON MA 02111 474232704 501(C)(3) 13500 0 R16 2-YEAR: BMP - ROGER CLAP, PERRY SCHOOL, MELVIN H. KING BALLETROX 45 DANFORTH STREET JAMAICA PLAIN MA 02130 043140205 501(C)(3) 13300 0 R16 1-YEAR: BALLETROX - SHAW, MATHER, CONLEY HUNTINGTON THEATRE COMPANY 560 HARRISON AVENUE SUITE 504 BOSTON MA 02118 222659560 501(C)(3) 13200 0 R15 2ND YEAR: HUNTINGTON - MCKINLEY, O'BRYANT, HENDERSON, ACC COMMUNITY MUSIC CENTER OF BOSTON 34 WARREN AVENUE BOSTON MA 02116 042437973 501(C)(3) 12000 0 R16 1-YEAR: CMCB - RUSSEL, MASON MASS POETRY OUTREACH PROJECT 50 LIBERTY DRIVE SUITE 500 BOSTON MA 02210 270584283 501(C)(3) 10500 0 R16 2-YEAR: MASS POETRY - UMANA, NEW MISSION, EMK BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 10000 0 EQUITABLE LITERACY: BATA BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 10000 0 EQUITABLE LITERACY: MENDELL BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 10000 0 EQUITABLE LITERACY: CHARLESTOWN BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 10000 0 EQUITABLE LITERACY: HAYNES BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 10000 0 EQUITABLE LITERACY: BCHS BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 10000 0 RACIAL EQUITY & EQUITABLE LITERACY: MEL KING FENWAY HIGH SCHOOL FUND 67 ALLEGHANY STREET BOSTON MA 02120 046719813 501(C)(3) 10000 0 MATH IS FOR EVERYONE - FENWAY HS ZUMIX 260 SUMNER STREET EAST BOSTON MA 02128 043132674 501(C)(3) 10000 0 R16 2-YEAR: ZUMIX - EAST BOSTON HIGH ARTS FOR LEARNING MA 89 SOUTH STREET SUITE 603 BOSTON MA 02111 046065276 501(C)(3) 9500 0 R16 1-YEAR: ARTS FOR LEARNING - NEW MISSION, ELLIS BOSTON CHILDREN'S CHORUS 33 ARCH STREET 17TH FLOOR BOSTON MA 02110 651188279 501(C)(3) 9500 0 R16 1-YEAR: BCC - PERRY, BRADLEY BOSTON DAY AND EVENING ACADEMY FOUNDATION 20 KEARSARGE AVE ROXBURY MA 02119 311708923 501(C)(3) 9045 0 CAREER PATHWAYS IDEAL - BDEA BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 9000 0 MATH LEARNING COMMUNITIES: BATA BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 9000 0 MATH LEARNING COMMUNITIES: DEARBORN STEM BRIGHTER BOSTON PO BOX 51885 BOSTON MA 02205 464849043 501(C)(3) 9000 0 R16 1-YEAR: BRIGHTER BOSTON - BAA BRIGHTER BOSTON PO BOX 51885 BOSTON MA 02205 464849043 501(C)(3) 9000 0 CAREER PATHWAYS IDEAL - BRIGHTER BOSTON & BOSTON GREEN ACADEMY FRACTURED ATLAS PO BOX 55 HARTSDALE NY 10530 113451703 501(C)(3) 9000 0 R16 1-YEAR: I LEARN AMERICA - UMANA MAKING MUSIC MATTERS 86 TYNDALE STREET BOSTON MA 02131 991116938 501(C)(3) 9000 0 R16 2-YEAR: MAKING MUSIC MATTERS - MOZART, PHILBRICK NORTH END MUSIC & PERFORMING ARTS CENTER 50 TILESTON STREET BOSTON MA 02113 043545228 501(C)(3) 9000 0 R16 2-YEAR: NEMPAC - ELIOT K-8, WARREN PRESCOTT THE LOOP LAB 99 BISHOP ALLEN DRIVE STE 25 CAMBRIDGE MA 02139 823829806 501(C)(3) 9000 0 R16 1-YEAR: THE LOOP LAB - TECHBOSTON BOSTON GREEN ACADEMY FOUNDATION 20 WARREN STREET BRIGHTON MA 02135 464779019 501(C)(3) 8835 0 CAREER PATHWAYS IDEAL - BOSTON GREEN ACADEMY APPRENTICE LEARNING 745 CENTRE STREET JAMAICA PLAIN MA 02130 455622649 501(C)(3) 8500 0 CAREER PATHWAYS IDEAL - APPRENTICE LEARNING & DEARBORN STEM UASPIRE 31 MILK STREET SUITE 900 BOSTON MA 02109 001090336 501(C)(3) 8500 0 CAREER PATHWAYS FOCAL - UASPIRE 2ND ACT ORG PO BOX 51352 BOSTON MA 02205 222950758 501(C)(3) 8000 0 R16 1-YEAR: 2ND ACT - OSTIGUY BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 8000 0 CAREER PATHWAYS FOCAL - BURKE BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 8000 0 CAREER PATHWAYS PLANNING - BURKE BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 8000 0 CAREER PATHWAYS PLANNING - O'BRYANT BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 8000 0 CAREER PATHWAYS PLANNING- TECHBOSTON CODMAN ACADEMY FOUNDATION 637 WASHINGTON STREET DORCHESTER MA 02124 043559945 501(C)(3) 8000 0 CAREER PATHWAYS FOCAL - CODMAN ACADEMY CRISTO REY BOSTON HIGH SCHOOL 100 SAVIN HILL AVENUE BOSTON MA 02125 562438544 501(C)(3) 8000 0 CAREER PATHWAYS IDEAL - CRISTO REY BOSTON HIGH SCHOOL ALLIED COMMUNITY RESOURCES PO BOX 509 EAST WINDSOR CT 06088 061538357 501(C)(3) 8000 0 CAREER PATHWAYS PLANNING - JOSIAH QUINCY UPPER SCHOOL MARGARITA MUNIZ ACADEMY FOUNDATION 20 CHILD STREET JAMAICA PLAIN MA 02130 800827704 501(C)(3) 8000 0 CAREER PATHWAYS PLANNING - MUNIZ OPEN DOOR ARTS 15 CHANNEL CENTER STREET 103 BOSTON MA 02210 042699540 501(C)(3) 8000 0 R16 1-YEAR: OPEN DOOR ARTS - HENDERSON BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 7500 0 MATH LEARNING COMMUNITIES: TECHBOSTON BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 7000 0 R16 1-YEAR: HIGGINSON-LEWIS - BERKLEE ARTS LINK FENWAY HIGH SCHOOL FUND 67 ALLEGHANY STREET BOSTON MA 02120 046719813 501(C)(3) 7000 0 R16 2-YEAR: FENWAY - COMPANY ONE BOSTON LYRIC OPERA 15 CHANNEL CENTER STREET 106 BOSTON MA 02210 042469627 501(C)(3) 6600 0 R15 2ND YEAR: BLO - EVERETT BOSTON MUSIC PROJECT 885 WASHINGTON STREET BOSTON MA 02111 474232704 501(C)(3) 6600 0 R15 2ND YEAR: BOSTON MUSIC PROJECT - QUINCY ELEMENTARY TRANSFORMATIVE CULTURAL PROJECT 100R WARREN STREET BOSTON MA 02119 800214659 501(C)(3) 6500 0 R16 2-YEAR: TCP - COMMUNITY ACADEMY BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 6000 0 R14 2ND YEAR GRANT; MCKAY W/ ZUMIX BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 6000 0 RACIAL EQUITY: BATA BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 6000 0 R15 2ND YEAR: EDISON K8 - TEACHING ARTIST BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 6000 0 MATH LEARNING COMMUNITIES: MENDELL BOSTON EDUCATION FUND 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 6000 0 MATH LEARNING COMMUNITIES: MATHER BOSTON LYRIC OPERA 15 CHANNEL CENTER STREET 106 BOSTON MA 02210 042469627 501(C)(3) 6000 0 R16 1-YEAR: BLO - ROOSEVELT, CURLEY MAKING MUSIC MATTERS 86 TYNDALE STREET BOSTON MA 02131 991116938 501(C)(3) 6000 0 R16 1-YEAR: MAKING MUSIC MATTERS - KILMER HANDEL AND HAYDN SOCIETY 9 HARCOURT STREET BOSTON MA 02116 042126598 501(C)(3) 5500 0 R16 1-YEAR: H+H - WINSHIP, MASON REHEARSAL FOR LIFE 655 CENTRE ST BOX 300037 JAMAICA PLAIN MA 02130 042786576 501(C)(3) 5500 0 R15 2ND YEAR: REHEARSAL FOR LIFE - BTU TRANSFORMATIVE CULTURE PROJECT 100R WARREN STREET BOSTON MA 02119 800214659 501(C)(3) 5500 0 R14 2ND YEAR GRANT; TRANSFORMATIVE CULTURE PROJECT W/ COMMUNITY ACADEMY 34 FORM 990, PART IX, LINE 1: EDVESTORS MONITORS THE USE OF GRANTS IN DIFFERENT WAYS FOR EACH PROGRAM AREA. FOR ONE-YEAR GRANTS THROUGH THE BPS ARTS EXPANSION, A PRELIMINARY REPORT IS DUE IN NOVEMBER AND A FINAL REPORT DUE IN JUNE. FOR TWO-YEAR GRANTS THROUGH THE BPS ARTS EXPANSION, A PRELIMINARY REPORT IS DUE IN JUNE AND A FINAL REPORT DUE THE FOLLOWING JUNE. FOR ANY ARTS GRANT, MONITORING MAY ALSO INCLUDE SITE VISITS BY DONORS AND EDVESTORS STAFF MEMBER. ONE-YEAR RACIAL EQUITY SEED FUND, MATHEMATICS, AND CAREER PATHWAYS GRANT RECIPIENTS RECEIVE ONGOING SUPPORT AND SUBMIT A YEAR-END REPORT IN JUNE. X X X 0 0 0 0 0 0 0 0 0 MARINELL ROUSMANIERE PRESIDENT & CEO 191477 0 0 0 0 0 7659 0 23518 0 222654 0 0 0 HEATHER JOHNSON VP PROGRAMS, STRATEGY & IMPACT 139962 0 0 0 0 0 5598 0 16614 0 162174 0 0 0 PART I, LINE 3 THE PROCESS FOR DETERMINING COMPENSATION FOR TOP ORGANIZATION POSITIONS, INCLUDING CEO AND OTHER KEY EMPLOYEES IS AS FOLLOWS: (A) ANNUAL PERFORMANCE AND SALARY/COMPENSATION REVIEW BY CEO FOR TOP MANAGEMENT AND KEY EMPLOYEES AND BY THE GOVERNING BOARD EXECUTIVE COMMITTEE FOR CEO WITH FINAL APPROVAL BY FULL GOVERNING BOARD, AT RECOMMENDATION OF EXECUTIVE COMMITTEE, AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. (B) COMPARABILITY DATA IS GATHERED TO INFORM RECOMMENDED SALARY LEVELS FOR ALL NEWLY CREATED MANAGEMENT AND KEY EMPLOYEE POSITIONS. (C) EDVESTORS MANAGEMENT WILL INSTITUTE A SALARY COMPENSATION REVIEW EVERY 2 3 YEARS (OR FIND COMPARABLE EXISTING REPORT FROM EXTERNAL SOURCE) FOR CURRENT KEY EMPLOYEE POSITIONS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: EDVESTORS' MISSION IS TO ADVANCE EQUITABLE, MEANINGFUL EDUCATION THAT PREPARES EVERY BOSTON STUDENT TO ACTIVATE THEIR POWER AND SHAPE THEIR FUTURE. THE ORGANIZATION DRIVES TOWARD ITS MISSION BY 1) ACTIVATING PEOPLE AND RESOURCES, 2) LEARNING AND ITERATING IN CONTEXT, AND 3) INFLUENCING SYSTEM CHANGE. EDVESTORS BELIEVES THAT CONTINUOUSLY ATTENDING TO ALL THREE DRIVERS ENSURES ITS PROGRAMS AND INITIATIVES (THE SCHOOL ON THE MOVE PRIZE, RACIAL EQUITY SEED FUND, BOSTON PUBLIC SCHOOLS ARTS EXPANSION, ZEROING IN ON MATH, AND CAREER PATHWAYS) WILL CREATE IMPACT. THE RELATIONSHIPS EDVESTORS HAS BUILT AND THEIR TRACK RECORD OF EFFECTIVENESS HAS SOLIDIFIED THEIR CRITICAL ROLE AS A TRUSTED PARTNER AND THOUGHT LEADER IN BOSTON. THE ORGANIZATION'S POSITION GRANTS THEM ACCESS TO THE DECISION MAKERS IMPACTING BOSTON SCHOOLS AND STUDENTS, ENABLING THEM TO ADVOCATE FOR SYSTEM-WIDE CHANGE. THE ORGANIZATION FOCUSES ITS WORK IN BOSTON PUBLIC SCHOOLS AND SINCE ITS FOUNDING IN 2002, HAS RAISED AND INVESTED OVER $47 MILLION IN THE CITY'S SCHOOLS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE WILL HAVE THE OPPORTUNITY TO REVIEW THE FORM 990. THE FORM 990 WILL THEN BE SHARED WITH ALL MEMBERS OF THE GOVERNING BOARD PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C GOVERNING BOARD OFFICERS AND MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. A CONFLICT OF INTEREST FORM WILL BE UPDATED BY EACH BOARD MEMBER AND SUBMITTED TO EDVESTORS MANAGEMENT, IN ADVANCE OF THE ANNUAL MEETING EACH SEPTEMBER AND THROUGHOUT THE YEAR AS NEW MEMBERS JOIN THE GOVERNING BOARD. MEMBERS ARE REQUIRED TO INFORM THE BOARD CHAIR OF ANY POTENTIAL CONFLICTS AND NEED TO RECUSE THEMSELVES FROM VOTING ON ANY ACTION ITEMS FOR WHICH THEY HAVE A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR TOP ORGANIZATION POSITIONS, INCLUDING CEO AND OTHER KEY EMPLOYEES IS AS FOLLOWS: (A) ANNUAL PERFORMANCE AND SALARY/COMPENSATION REVIEW BY CEO FOR TOP MANAGEMENT AND KEY EMPLOYEES AND BY THE GOVERNING BOARD EXECUTIVE COMMITTEE FOR CEO WITH FINAL APPROVAL BY FULL GOVERNING BOARD, AT RECOMMENDATION OF EXECUTIVE COMMITTEE, AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. (B) COMPARABILITY DATA IS GATHERED TO INFORM RECOMMENDED SALARY LEVELS FOR ALL NEWLY CREATED MANAGEMENT AND KEY EMPLOYEE POSITIONS. (C) EDVESTORS MANAGEMENT WILL INSTITUTE A SALARY COMPENSATION REVIEW EVERY 2-3 YEARS (OR FIND COMPARABLE EXISTING REPORT FROM EXTERNAL SOURCE) FOR CURRENT KEY EMPLOYEE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 EDVESTORS MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. IN ADDITION, ANNUAL FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS DIVISION OF CHARITIES AND ARE AVAILABLE FOR PUBLIC VIEWING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. NO CHANGES HAVE BEEN MADE TO THIS PROCESS FROM THE PRIOR YEARS. FORM 990, PART I, LINE 19: BALANCE OF ORGANIZATION EXPENSES ARE COVERED BY MULTI-YEAR PLEDGES RECEIVED IN PRIOR FISCAL YEARS.