2022-04-07T07:34:02-05:00 2021-06-30 203985546 JOHNSON OCONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2020-07-01 043274599 MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION INC MASS 6177373122 10 POST OFFICE SQUARE NO 800 BOSTON MA 02109 EDWARD M LAMBERT JR EXECUTIVE DIRECTOR 6177373122 2022-01-13 1 EDWARD LAMBERT JR XXX-XX-XXXX JOSEPH GISO P00030126 7819143400 2022-01-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WILLIAM WALCZAK 10 POST OFFICE SQUARE NO 800 BOSTON MA 02109 1330405 0 X HTTP://WWW.MBAE.ORG X 1989 MA THE MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION (MBAE) IS COMMITTED TO EXCELLENCE, OPPORTUNITY AND INNOVATION IN OUR PUBLIC EDUCATION SYSTEM TO PREPARE ALL STUDENTS TO ENGAGE SUCCESSFULLY IN A GLOBAL ECONOMY AND SOCIETY. 21 21 5 30 0 0 722335 1330297 0 0 11 108 12 0 722358 1330405 0 0 0 0 469236 491930 0 0 57129 211470 189992 680706 681922 41652 648483 254081 773585 143423 14444 110658 759141 THE MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION (MBAE) IS COMMITTED TO EXCELLENCE, OPPORTUNITY AND INNOVATION IN OUR PUBLIC EDUCATION SYSTEM TO PREPARE ALL STUDENTS TO ENGAGE SUCCESSFULLY IN A GLOBAL ECONOMY AND SOCIETY. 0 0 325351 0 EDUCATION REFORM - FOR 30 YEARS, MBAE HAS WORKED TO IMPROVE THE COMMONWEALTH'S PUBLIC SCHOOLS ON BEHALF OF EMPLOYERS COMMITTED TO ENSURING ALL STUDENTS GRADUATE HIGH SCHOOL PREPARED FOR SUCCESS IN COLLEGE, CAREER AND CITIZENSHIP. MBAE IS THE ONLY BUSINESS GROUP WITH A SOLE FOCUS ON EDUCATION. OUR EMPHASIS IS ON SYSTEMIC CHANGE THAT IS SUSTAINABLE AND BENEFITS ALL STUDENTS. AMONG OUR CURRENT OBJECTIVES ARE ENSURING EQUITABLE AND EFFECTIVE DISTRIBUTION AND USE OF FUNDING FOR EDUCATION AND MAKING SURE NEW FUNDING IS USED TO IMPROVE STUDENT LEARNING AND CLOSE ACHIEVEMENT GAPS. 84396 0 COLLEGE/CAREER READINESS - MBAE PROMOTES AN INCREASED FOCUS IS OUR K-12 EDUCATON SYSTEM ON GRADUATING STUDENTS WITH THE SKILLS, EXPOSURE AND CREDNETIALS NECESSARY FOR COLLEGE AND CAREER SUCCESS. MBAE'S CURRENT WORK IS FOCUSED ON CLOSING THE DIGITAL EQUITY GAP BY ADDRESSING DISPARITIES IN ACCESS TO TECHNOLOGY AND EXPANDING ACCESS TO INSTRUCTION IN COMPUTER SCIENCE. THIS IS CRITICAL TO ENSURING ALL STUDENTS ARE PREPARED FOR OPPORTUNITIES IN OUR TECHNOLOG CENTRIC, KNOWLEDGE BASED ECONOMY. MBAE IS LEADING THE CHARGE TO INCREASE THE NUMBER OF UNDERSERVED STUDENTS ATTAINING THE EXPERIENCE AND CREDENTIALS THEY NEED TO SECURE JOBS IN RELATED FIELDS. ANOTHER PRIORITY IS EXPANDING OPPORTUNITIES FOR STUDENTS TO EARN INDUSTRY RECOGNIZED CREDENTIALS THAT ARE TIED TO THE LABOR MARKET DEMAND. 111686 0 NEW OPPORTUNITY TO LEAD - IN 2014, MBAE RELEASED A GROUNDBREAKING ASSESSMENT OF THE STATE'S EDUCATION SYSTEM. THE NEW OPPORTUNITY TO LEAD: A VISION FOR EDUCATION IN MASSACHUSETTS FOR THE NEXT 20 YEARS. THIS REPORT SOUNDED THE ALARM THAT PERSISTENT EDUCATION ACHIEVEMENT GAPS AND GROWING WORKFORCE SKILLS GAPS THREATEN THE LONG TERM ECONOMIC WELL-BEING OF THE COMMONWEALTH. THE REPORT LAID OUT A COMPREHENSIVE PLAN FOR TRANSFORMING DISTRICTS AND SCHOOLS, SERVING AS A BLUEPRINT FOR MBAE'S WORK. MBAE IS COMMITTED TO BRINGING ABOUT THESE EVIDENCE BASED CHANGES TO DRIVE IMPROVEMENTS IN EDUCATIONAL ACHIEVEMENT AND EQUITY. 521433 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X EDWARD M LAMBERT JR 6177373122 10 POST OFFICE SQUARE NO 800 BOSTON MA 02109 WILLIAM WALCZAK CHAIRMAN/PRESIDENT 3.00 X X 0 0 0 JOSEPH E ESPOSITO CPA TREASURER 3.00 X X 0 0 0 HENRY C DINGER ESQ CLERK 3.00 X X 0 0 0 ROBERTO CABRAL DIRECTOR 3.00 X 0 0 0 JD CHESLOFF DIRECTOR 3.00 X 0 0 0 NICK CHRIST DIRECTOR 3.00 X 0 0 0 CHRISTOPHER J DELOREY DIRECTOR 3.00 X 0 0 0 SHARON M DRISCOLL DIRECTOR 3.00 X 0 0 0 EMERSON FOSTER DIRECTOR 3.00 X 0 0 0 DAVID R GAGNON DIRECTOR 3.00 X 0 0 0 BRIAN R GILMORE DIRECTOR 3.00 X 0 0 0 DAVID MANCUSO DIRECTOR 3.00 X 0 0 0 EILEEN MCANNENY DIRECTOR 3.00 X 0 0 0 PETER NESSEN DIRECTOR 3.00 X 0 0 0 SYED G QUADRI DIRECTOR 3.00 X 0 0 0 EILEEN RUDDEN DIRECTOR 3.00 X 0 0 0 BROOKE THOMSON DIRECTOR 3.00 X 0 0 0 WILLIAM TRIANT DIRECTOR 3.00 X 0 0 0 AXEL VIGO DIRECTOR 3.00 X 0 0 0 ALICIA MATTHEWS DIRECTOR 3.00 X 0 0 0 JULIA ROBINSON-ROSENDORFF DIRECTOR 3.00 X 0 0 0 EDWARD M LAMBERT JR EXECUTIVE DIRECTOR 40.00 X 153000 0 0 153000 0 0 1 0 1 0 0 72000 78815 1179482 1330297 108 108 1330405 0 0 108 X 162167 121191 23503 17473 249933 186780 36223 26930 10469 7824 1517 1128 36595 27348 5304 3943 32766 24487 4749 3530 18771 15432 3339 98163 80706 17457 16830 16035 795 601 601 1169 1169 38449 31406 3974 3069 120 100 20 195 175 20 383 383 1700 1700 DUES AND SUBSCRIPTIONS 6163 4199 1964 MISCELLANEOUS 4224 2557 858 809 TELEPHONE 1710 1080 552 78 PRINTING AND COPYING 1383 1219 35 129 131 131 681922 521433 103360 57129 246784 451698 1000 310000 79 1582 8005 42859 41256 300 1603 4415 2200 254081 773585 64608 14444 78815 0 143423 14444 X 109658 450663 1000 308478 110658 759141 254081 773585 648483 0 X X 0 1 X 1 0 X 461189 706731 394380 722335 1330297 3614932 461189 706731 394380 722335 1330297 3614932 2286110 1328822 635 31 22 11 108 807 3615739 6523 0.36750 0.43500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 0 1 29298 0 0 29298 0 PART I-A, LINE 1: THE MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION (MBAE) IS COMMITTED TO A HIGH QUALITY PUBLIC EDUCATION SYSTEM THAT WILL PREPARE ALL STUDENTS TO ENGAGE SUCCESSFULLY IN A GLOBAL ECONOMY AND DIVERSE SOCIETY. TO FULFILL THIS MISSION, WE LOBBIED MEMBERS OF THE MASSACHUSETTS LEGISLATURE IN FAVOR OF BILLS THAT WOULD PROVIDE INCREASED OPPORTUNITIES FOR INNOVATION TO RAISE STUDENT ACHIEVEMENT AND ESTABLISH THE CONDITIONS IN WHICH HIGH-PERFORMING SCHOOLS AND DISTRICTS CAN THRIVE AND ADVANCE EDUCATIONAL GAINS. OUR ACTIVITIES INCLUDED EMAILS, LETTERS, FACE-TO-FACE MEETINGS, PHONE CALLS AND TESTIMONY AS WELL AS THE PROVISION OF RESEARCH INFORMATION AND DATA. 42859 41256 1603 1603 X 1330405 0 1330405 0 1330405 681922 0 681922 0 681922 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAXES UNDER MASSACHUSETTS GENERAL LAW 180. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS. AS OF JUNE 30, 2021 AND 2020, THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. IF THE ORGANIZATION WERE TO INCUR A FEDERAL OR STATE INCOME TAX LIABILITY IN THE FUTURE, INTEREST AND PENALTIES WOULD BE REPORTED AS INCOME TAXES. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS. THERE ARE NO SUCH EXAMINATIONS IN PROGRESS OR PENDING. X X X X 0 0 0 0 0 0 0 0 0 EDWARD M LAMBERT JR EXECUTIVE DIRECTOR 153000 0 0 0 0 0 0 0 0 0 153000 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE DIRECTOR ANNUALLY AND MAKES ANY DECISIONS ABOUT COMPENSATION CHANGES. EVERY TWO YEARS, A COMPENSATION SURVEY IS CONDUCTED AND USED TO REVIEW THE ORGANIZATION'S COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SIGN ANNUAL CERTIFICATION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE DIRECTOR ANNUALLY AND MAKES ANY DECISIONS ABOUT COMPENSATION CHANGES. EVERY THREE YEARS, A COMPENSATION SURVEY IS CONDUCTED AND USED TO REVIEW THE ORGANIZATION'S COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANZIATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE UPON REQUEST; GUIDESTAR.ORG; MASS. ATTORNEY GERNAL WEBSITE -HTTP://WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES/ AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS THAT ARE REQUIRED TO BE AVAILABLE TO THE PUBLIC ARE AVAILABLE UPON REQUEST. IN ADDITION, CERTAIN PUBLIC DOCUMENTS ARE AVAILABLE FOR INSPECTION ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART IX, LINE 11G RESEARCH FEES: PROGRAM SERVICE EXPENSES 49,326. MANAGEMENT AND GENERAL EXPENSES 10,674. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. CONSULTING FEES: PROGRAM SERVICE EXPENSES 23,905. MANAGEMENT AND GENERAL EXPENSES 5,173. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,078. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 7,475. MANAGEMENT AND GENERAL EXPENSES 1,610. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,085. FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.