UASPIRE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UASPIRE INC (EIN 46-1314848)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202521349349308427
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:17:20-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BOYLSTON STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024672145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461314848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UASPIRE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UASP | BusinessNameControlTxt |
| Phone | 8573440770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LIBERTY SQUARE PMB 98549 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CASANDRA SCALES | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8573440770 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMAR PLOTZKER | PreparerPersonNm |
| PTIN | P02047230 | PTIN |
| Phone | 6177311222 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACLYN PINERO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LIBERTY SQUARE PMB 98549 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,681,554 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UASPIRE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | UASPIRE WORKS TO REMOVE FINANCIAL BARRIERS TO A POSTSECONDARY DEGREE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 92 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,024,591 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,515,574 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,101,816 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,351,446 | CYProgramServiceRevenueAmt |
| PY Investment Income | $133,498 | PYInvestmentIncomeAmt |
| CY Investment Income | $224,790 | CYInvestmentIncomeAmt |
| PY Other Revenue | $87,219 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,347,124 | PYTotalRevenueAmt |
| CY Total Revenue | $11,091,810 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $301,489 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $76,178 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,074,058 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,142,696 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,450,178 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,741,240 | PYOtherExpensesAmt |
| CY Other Expenses | $2,214,499 | CYOtherExpensesAmt |
| PY Total Expenses | $9,116,787 | PYTotalExpensesAmt |
| CY Total Expenses | $9,433,373 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,230,337 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,658,437 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,772,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,046,751 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,087,280 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $806,122 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,684,732 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,240,629 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UASPIRE'S MISSION IS TO IMPROVE THE ECONOMIC MOBILITY OF UNDERREPRESENTED STUDENTS BY CREATING FINANCIAL SOLUTIONS TO DIVERSE POSTSECONDARY PATHWAYS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,322,007 | ExpenseAmt |
| Revenue | $979,412 | RevenueAmt |
| Desc | UASPIRE GUIDES STUDENTS, FAMILIES, AND COMMUNITIES TO NAVIGATE COMPLEX FINANCIAL AID SYSTEMS IN PURSUIT OF EQUITABLE ACCESS TO AFFORDABLE POSTSECONDARY PATHWAYS THROUGH IN-PERSON AND VIRTUAL ADVISING. UASPIRE PROVIDES POSTSECONDARY FINANCIAL AID ADVISING TO 10,000 STUDENTS IN LOCATIONS ACROSS MASSACHUSETTS (BOSTON, CAMBRIDGE, SOMERVILLE, MALDEN, AND FALL RIVER) AND THE SAN FRANCISCO BAY AREA (SAN FRANCISCO, OAKLAND, AND HAYWARD) AND NEW YORK, NEW YORK. UASPIRE'S HIGH SCHOOL ADVISING PROGRAM, AFFORD, DELIVERS ROBUST, INDIVIDUALIZED SUPPORT IN THEIR HIGH SCHOOLS AND OVER TEXT MESSAGING TO APPLY FOR FINANCIAL AID, MAKE FINANCIALLY INFORMED COLLEGE DECISIONS, AND SUCCESSFULLY ENROLL. UASPIRE'S POSTSECONDARY ADVISING PROGRAM, SUCCEED, SUPPORTS STUDENTS TO MAINTAIN/SECURE FINANCIAL AID AND MANAGE COLLEGE COSTS TO PERSIST AND ULTIMATELY COMPLETE THEIR DEGREES. UASPIRE ADVISORS SUPPLEMENT HIGH SCHOOL COUNSELORS AND OTHER COMMUNITY-BASED ORGANIZATIONS WHO DEPEND ON UASPIRE TO HELP WITH THE FINANCIAL ISSUES RELATED TO AFFRODABILITY, MATRICULATION AND PERSISTENCE TO A CERTIFICATE OR DEGREE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,542,360 | ExpenseAmt |
| Revenue | $326,471 | RevenueAmt |
| Desc | UASPIRE TRAINS SCHOOL COUNSELORS AND PROGRAM STAFF TO SUPPORT THE STUDENTS THEY WORK WITH THROUGH THE FINANCIAL AID PROCESS. TAILORED TO STAFF'S EXPERIENCE AND STATE CONTEXT, OUR ONLINE AND IN-PERSON COURSES OFFER BEST-IN-CLASS INSTRUCTION, ACTION PLANNING, AND TOOLS TO USE WITH STUDENTS AND FAMILIES. WE ALSO OFFER PRACTITIONERS UNLIMITED ONLINE ACCESS TO UASPIRE'S RESOURCES, TECHNICAL ASSISTANCE, AND FINANCIAL AID EXPERTISE THROUGH OUR PARTNER PORTAL. THROUGH THE PORTAL, MEMBERS CAN REQUEST SUPPORT OR ASK A QUESTION TO GET THE BEST SOLUTION FOR THEIR STUDENTS, FIND HOW-TO VIDEOS AND TOOLS TO SHARE WITH STUDENTS AND FAMILIES, AND STAY CURRENT WITH COLLEGE AFFORDABILITY NEWS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $771,181 | ExpenseAmt |
| Desc | BY LEVERAGING OUR OWN AND OUR STUDENTS' FINANCIAL AID EXPERTISE, UASPIRE ADVOCATES FOR INSTITUTIONAL, STATE, AND FEDERAL POLICY CHANGE TO TRANSFORM FINANCIAL AID AND HIGHER EDUCATION SYSTEMS. WE ALSO RUN A PAID POLICY FELLOWSHIP, WHERE COLLEGE STUDENTS BUILD ADVOCACY SKILLS AND INFLUENCE POLICYMAKERS TO MAKE HIGHER EDUCATION MORE AFFORDABLE AND EQUITABLE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $449,382 | ExpenseAmt |
| Grant | $76,178 | GrantAmt |
| Revenue | $45,563 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES CONSIST OF OUR: 1) CONSULTING PRACTICE WHERE WE COLLABORATE WITH PARTNERS TO ASSESS THEIR NEEDS AND OFFER UNIQUELY DESIGNED SOLUTIONS IN THE AREAS OF CONTENT DEVELOPMENT, PROGRAM IMPROVEMENT AND SYSTEMS CHANGE, BY LEVERAGING OUR FINANCIAL AID EXPERTISE, STUDENT-ADVISING EXPERIENCE, AND STUDENT-CENTERED RESEARCH; AND 2) SCHOLARSHIP AND EMERGENCY AID SUPPORT WHICH IS INCLUSIVE OF THE DISTRIBUTION AND ADMINISTRATION OF FUNDS AS WELL AS PROGRAM QUALITY AND EVALUATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $449,382 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $76,178 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $45,563 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,084,930 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 92 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACLYN PINERO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8573440770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LIBERTY SQUARE PMB 98549 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KERRY ANN JAMES | ||||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL MCCLEMENTS | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BOYLE | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CYNTHIA RIVERA WEISSBLUM | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARK ALPER | ||||||||
| DIRECTOR (THRU 8/31/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HO NAM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BILL MANDELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAY BUMAR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE THOMSEN | ||||||||
| DIRECTOR (THRU 8/31/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NADINE DUPLESSY KEARNS | ||||||||
| DIRECTOR (THRU 6/30/24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETE NOVEMBER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SYDNEY ATKINS | ||||||||
| DIRECTOR (THRU 6/30/24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMIT PATEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HUDSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARAM PAVRI | ||||||||
| DIRECTOR (THRU 8/31/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMONE HILL OKAFOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VALDUVINO GONCALVES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLYN CHARTERS ZARRACINA | ||||||||
| DIRECTOR (THRU 8/31/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES SHIRLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN SCHOX | ||||||||
| DIRECTOR (THRU 9/19/24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENN STREDLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN COX | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY VAUGHAN III | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACLYN PINERO | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $218,035 | $0 | $38,623 | Yes (X) | |||
| JANEIRA FORTE | ||||||||
| CHIEF IMPACT OFFICER | 40.00 | $190,757 | $0 | $10,110 | Yes (X) | |||
| AYEESHA LANE | ||||||||
| CHIEF PEOPLE AND OPERATIONS OFFICER | 40.00 | $170,101 | $0 | $15,289 | Yes (X) | |||
| HOLLY MORROW | ||||||||
| CHIEF KNOWLEDGE OFFICER | 40.00 | $179,251 | $0 | $33,084 | Yes (X) | |||
| ANIKA VAN EATON | ||||||||
| VICE PRESIDENT OF POLICY | 40.00 | $120,721 | $0 | $15,608 | Yes (X) | |||
| SARAH CROOKER | ||||||||
| SR VICE PRESIDENT, ADVANCEMENT | 40.00 | $122,203 | $0 | $33,969 | Yes (X) | |||
| LEAH MCLEAN | ||||||||
| VP, DEVELOPMENT OPS & STRATEGY | 40.00 | $116,939 | $0 | $16,345 | Yes (X) | |||
| KIMBERLY NIDAH | ||||||||
| VP OF DEVELOPMENT, MA | 40.00 | $113,834 | $0 | $15,058 | Yes (X) | |||
| BRENDAN WILLIAMS | ||||||||
| VICE PRESIDENT OF KNOWLEDGE | 40.00 | $109,627 | $0 | $35,342 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,341,468 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $213,428 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARABELLA INTERMEDIATE HOLDINGS LLC | |||||
| 50 E WASHINGTON STREET SUITE 400 | CHICAGO | IL | 60602 | ACCOUNTING, CONSULTING AND SOFTWARE SUPP | $321,600 |
| POSITIVELY PARTNERS | |||||
| 6218 GEORGIA AVE NW 5072 | WASHINGTON | DC | 20011 | HR, RECRUITING/PLACEMENT & PAYROLL | $140,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,515,574 | AllOtherContributionsAmt |
| Noncash Contributions | $13,757 | NoncashContributionsAmt |
| Total Contributions | $9,515,574 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COLLEGE AFFORDABILITY ADVISING | 611710 | $979,412 | $979,412 |
| TRAINING & TECHNICAL ASSISTANCE | 611710 | $326,471 | $326,471 |
| SCHOLARSHIP ADMIN FEES | 611710 | $45,563 | $45,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,351,446 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,817 | TotalRevenueColumnAmt |
| Exclusion | $195,817 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,618,717 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,589,744 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,973 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,973 | TotalRevenueColumnAmt |
| Exclusion | $28,973 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,091,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,351,446 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $224,790 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,178 | TotalAmt |
| Program Services | $76,178 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,046,896 | TotalAmt |
| Program Services | $728,640 | ProgramServicesAmt |
| Management And General | $134,107 | ManagementAndGeneralAmt |
| Fundraising | $184,149 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,959,960 | TotalAmt |
| Program Services | $3,452,399 | ProgramServicesAmt |
| Management And General | $635,265 | ManagementAndGeneralAmt |
| Fundraising | $872,296 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,211 | TotalAmt |
| Program Services | $124,731 | ProgramServicesAmt |
| Management And General | $22,957 | ManagementAndGeneralAmt |
| Fundraising | $31,523 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,796 | TotalAmt |
| Program Services | $358,334 | ProgramServicesAmt |
| Management And General | $65,931 | ManagementAndGeneralAmt |
| Fundraising | $90,531 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,833 | TotalAmt |
| Program Services | $307,536 | ProgramServicesAmt |
| Management And General | $56,591 | ManagementAndGeneralAmt |
| Fundraising | $77,706 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,776 | TotalAmt |
| Management And General | $29,776 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,143 | TotalAmt |
| Management And General | $114,143 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,748 | TotalAmt |
| Management And General | $47,748 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925,795 | TotalAmt |
| Program Services | $344,085 | ProgramServicesAmt |
| Management And General | $572,710 | ManagementAndGeneralAmt |
| Fundraising | $9,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,010 | TotalAmt |
| Program Services | $56,963 | ProgramServicesAmt |
| Management And General | $8,806 | ManagementAndGeneralAmt |
| Fundraising | $14,241 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,424 | TotalAmt |
| Program Services | $67,671 | ProgramServicesAmt |
| Management And General | $14,654 | ManagementAndGeneralAmt |
| Fundraising | $17,099 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,766 | TotalAmt |
| Program Services | $157,143 | ProgramServicesAmt |
| Management And General | $28,917 | ManagementAndGeneralAmt |
| Fundraising | $39,706 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,280 | TotalAmt |
| Program Services | $56,315 | ProgramServicesAmt |
| Management And General | $48,580 | ManagementAndGeneralAmt |
| Fundraising | $22,385 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,258 | TotalAmt |
| Program Services | $159,950 | ProgramServicesAmt |
| Management And General | $29,205 | ManagementAndGeneralAmt |
| Fundraising | $40,103 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,943 | TotalAmt |
| Program Services | $23,946 | ProgramServicesAmt |
| Management And General | $4,634 | ManagementAndGeneralAmt |
| Fundraising | $6,363 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198 | TotalAmt |
| Program Services | $834 | ProgramServicesAmt |
| Management And General | $153 | ManagementAndGeneralAmt |
| Fundraising | $211 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,077 | TotalAmt |
| Program Services | $9,102 | ProgramServicesAmt |
| Management And General | $1,675 | ManagementAndGeneralAmt |
| Fundraising | $2,300 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF DEVELOPMENT | $156,761 | $109,113 | $20,078 | $27,570 |
| STUDENT ENGAGEMENT | $49,300 | $49,300 | ||
| EVENTS | $15,914 | $1,276 | $14,638 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,106 | TotalAmt |
| Program Services | $1,414 | ProgramServicesAmt |
| Management And General | $62,335 | ManagementAndGeneralAmt |
| Fundraising | $357 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,433,373 | TotalAmt |
| Program Services | $6,084,930 | ProgramServicesAmt |
| Management And General | $1,898,265 | ManagementAndGeneralAmt |
| Fundraising | $1,450,178 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,063,990 | BOYAmt |
| EOY | $3,085,693 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,175 | BOYAmt |
| EOY | $69,432 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,874,252 | BOYAmt |
| EOY | $4,487,661 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,609 | BOYAmt |
| EOY | $627,051 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,325 | BOYAmt |
| EOY | $289,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,198 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,195,608 | BOYAmt |
| EOY | $8,487,367 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,855 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,772,012 | BOYAmt |
| EOY | $17,046,751 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,167 | BOYAmt |
| EOY | $694,924 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,113 | BOYAmt |
| EOY | $111,198 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,087,280 | BOYAmt |
| EOY | $806,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,525,070 | BOYAmt |
| EOY | $8,039,601 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,159,662 | BOYAmt |
| EOY | $8,201,028 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,684,732 | BOYAmt |
| EOY | $16,240,629 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,772,012 | BOYAmt |
| EOY | $17,046,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,658,437 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $397,460 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,500,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,950,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,954,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,327,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,024,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,515,574 | CurrentTaxYearAmt |
| Total | $47,772,780 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,950,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,954,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,327,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,024,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,515,574 | CurrentTaxYearAmt |
| Total | $47,772,780 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,637,660 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,135,120 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,503 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $195,817 | CurrentTaxYearAmt |
| Total | $591,670 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $87,219 | CurrentTaxYearMinus1YearAmt |
| Total | $87,219 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,451,669 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,151,879 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $344 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $51,073 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $51,417 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,381,956 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,433,373 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $621,669 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $155,417 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $543,019 | CurrentYearMinus3Amt |
| Current Year Minus2 | $534,160 | CurrentYearMinus2Amt |
| Current Year Minus1 | $605,839 | CurrentYearMinus1Amt |
| Current Year | $621,669 | CurrentYearAmt |
| Total | $2,304,687 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,457,031 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,011 | CurrentYearMinus3Amt |
| Current Year Minus2 | $6,692 | CurrentYearMinus2Amt |
| Current Year Minus1 | $23,631 | CurrentYearMinus1Amt |
| Current Year | $51,417 | CurrentYearAmt |
| Total | $93,751 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $135,755 | CurrentYearMinus3Amt |
| Current Year Minus2 | $133,540 | CurrentYearMinus2Amt |
| Current Year Minus1 | $151,460 | CurrentYearMinus1Amt |
| Current Year | $155,417 | CurrentYearAmt |
| Total | $576,172 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $864,258 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $578 | CurrentYearMinus1Amt |
| Current Year | $344 | CurrentYearAmt |
| Total | $922 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $557,909 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $40,215 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,215 | OtherExpendituresAmt |
| End Year Balance | $557,909 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $557,909 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,096 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,096 | OtherExpendituresAmt |
| End Year Balance | $557,909 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $557,909 | BeginningYearBalanceAmt |
| Contributions | $30,226 | ContributionsAmt |
| Investment Earnings Or Losses | -$30,226 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $557,909 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $557,909 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $24,498 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,498 | OtherExpendituresAmt |
| End Year Balance | $557,909 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $557,909 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,648 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,648 | OtherExpendituresAmt |
| End Year Balance | $557,909 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONOR-DESIGNATED FUNDS | Desc |
| Amt | $111,198 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $111,198 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,507,538 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $397,460 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $66,016 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $463,476 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,044,062 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $47,748 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $47,748 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,091,810 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,451,641 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $66,016 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $66,016 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,385,625 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $47,748 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $47,748 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,433,373 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE PERMANENT ENDOWMENT CONSISTS OF INVESTMENT ACCOUNTS. THE BOARD OF DIRECTORS INTEND TO PRESERVE THE FAIR VALUE OF THE ORIGINAL GIFT AS EXPLICITLY STIPULATED BY THE DONORS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| FINANCIAL ASSISTANCE FOR HIGHER EDUCATION | 24 | $48,500 | BOOK VALUE |
| DIRECT STUDENT AID FUNDING | 81 | $27,678 | BOOK VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION WORKS WITH FINANCIAL AID OFFICES AT HIGHER EDUCATION INSTITUTIONS TO PROVIDE SCHOLARSHIP FUNDS FOR STUDENTS. SCHOLARSHIPS ARE PROVIDED DIRECTLY TO HIGHER EDUCATION INSTITUTIONS TO ENSURE FUNDS ARE CREDITED DIRECTLY TO ENROLLED STUDENTS' OUTSTANDING TUITION BILLS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACLYN PINERO | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $217,949 | $0 | $0 | $0 | $86 | $0 | $11,283 | $0 | $27,340 | $0 | $256,658 | $0 | $0 | $0 |
| HOLLY MORROW | ||||||||||||||
| CHIEF KNOWLEDGE OFFICER | $175,192 | $0 | $3,108 | $0 | $951 | $0 | $9,257 | $0 | $23,827 | $0 | $212,335 | $0 | $0 | $0 |
| JANEIRA FORTE | ||||||||||||||
| CHIEF IMPACT OFFICER | $186,404 | $0 | $3,346 | $0 | $1,007 | $0 | $9,538 | $0 | $572 | $0 | $200,867 | $0 | $0 | $0 |
| AYEESHA LANE | ||||||||||||||
| CHIEF PEOPLE AND OPERATIONS OFFICER | $169,963 | $0 | $0 | $0 | $138 | $0 | $8,802 | $0 | $6,487 | $0 | $185,390 | $0 | $0 | $0 |
| SARAH CROOKER | ||||||||||||||
| SR VICE PRESIDENT, ADVANCEMENT | $118,066 | $0 | $4,086 | $0 | $51 | $0 | $6,643 | $0 | $27,326 | $0 | $156,172 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR, SOME EMPLOYEES RECEIVED NON-FIXED PAYMENTS IN THE FORM OF VARIOUS TYPES OF BONUSES. THEY ARE APPROPRIATELY REPORTED IN PART VII AND SCHEDULE J. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND FINANCE LEADERSHIP, INCLUDING THE BOARD TREASURER, PRIOR TO FILING. THE FORM 990 IS THEN DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS SHARED ANNUALLY. ALL NEW BOARD MEMBERS COMPLETE THE CONFLICT OF INTEREST FORM. BOARD MEMBERS ARE REQUESTED ON AN ANNUAL BASIS TO PROVIDE AN UPDATED CONFLICT OF INTEREST FORM. THE EXISTENCE OF ANY ISSUES THAT COULD GIVE RISE TO CONFLICTS IS REVIEWED PERIODICALLY BY THE GOVERNANCE COMMITTEE AND THE CHIEF EXECUTIVE OFFICER TO ASCERTAIN WHETHER ANY DIRECTOR, BOARD MEMBER OR EMPLOYEE MIGHT CONCEIVABLY HAVE AN INTEREST WHICH COULD GIVE RISE TO A CONFLICT. ALL MEMBERS OF THE ORGANIZATION ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCUSS WITH THE CHIEF EXECUTIVE OFFICER OR DIRECTLY WITH THE BOARD, SHOULD THEY FEEL THERE ARE ANY CONFLICTS AS DEFINED BY THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION ENGAGED THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTING FIRM TO PERFORM A STUDY OF EXECUTIVE COMPENSATION BASED ON COMPARABLE ORGANIZATIONS AND SIMILAR SIZED COMPANIES, INCLUDING COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND OTHER CHIEF LEVEL EXECUTIVE LEADERS. SPECIFICALLY, FOR THE CHIEF EXECUTIVE OFFICER, THEIR SALARY WAS WITHIN THE RANGE SUGGESTED BY THE CONSULTING FIRM AND WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE ORGANIZATION, WHICH REPORTED ITS CONCLUSION AND PROCESS TO THE ENTIRE BOARD OF DIRECTORS. A POLICY IS IN PLACE TO ENGAGE IN SUBSEQUENT ANNUAL ADJUSTMENTS TO THE CHIEF EXECUTIVE OFFICER'S COMPENSATION LED BY THE BOARD OF DIRECTORS. THE CHIEF EXECUTIVE OFFICER DOES NOT PARTICIPATE IN THE PROCESS. FOR OTHER CHIEF EXECUTIVE COMPENSATION, THE CHIEF EXECUTIVE OFFICER RECOMMENDS ANNUAL ADJUSTMENTS FOR APPROVAL, BASED ON INDEPENDENT COMPENSATION DATA, TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. CHIEF EXECUTIVES DO NOT PARTICIPATE IN THIS PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 18 | UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, AND ITS CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE ATTACHED TO THE FORM PC FILED WITH THE MASSACHUSETTS DIVISION OF PUBLIC CHARITIES AND ARE AVAILABLE FOR PUBLIC INSPECTION ON THE ATTORNEY GENERAL'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT POSTED TO SUCH WEBSITE, BUT ARE AVAILABLE FOR INSPECTION BY THE PUBLIC UPON REQUEST. |
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