2022-05-11T16:19:15-05:00 2021-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2020-07-01 222667403 BPE INC BPEI 6172278055 67 KEMBLE STREET NO 25 ROXBURY MA 02119 JESSE SOLOMON EXECUTIVE DIRECTOR 6172278055 2022-04-21 1 JESSE SOLOMON XXX-XX-XXXX MATTHEW MCGINNIS CPA P01585083 5083669100 2022-04-20 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JESSE SOLOMON 67 KEMBLE STREET NO 25 ROXBURY MA 02119 5738163 0 X WWW.BPE.ORG X 1984 MA BPE'S MISSION IS TO DRIVE EXCEPTIONAL OUTCOMES FOR ALL STUDENTS BY DEVELOPING GREAT TEACHERS AND GREAT SCHOOLS. FOR THREE DECADES, BPE (FORMERLY THE BOSTON PLAN FOR EXCELLENCE) HAS DEVISED SOLUTIONS TO THE TOUGHEST CHALLENGES FACED BY BOSTON'S STUDENTS AND TEACHERS BY WEAVING TOGETHER EXPERTISE IN TEACHER TRAINING AND SCHOOL DEVELOPMENT. WE BELIEVE AMBITIOUS TEACHING (WHICH WE DEFINE AS INSTRUCTION THAT CONSISTENTLY ENGAGES ALL STUDENTS IN RIGOROUS CONTENT) REQUIRES NOT ONLY EFFECTIVE TEACHERS, BUT ALSO SYSTEMS THAT SUPPORT GREAT TEACHING AND METHODS FOR CONTINUOUS IMPROVEMENT. WE HAVE PREPARED OVER 600 TEACHERS FOR THE BOSTON PUBLIC SCHOOLS THROUGH THE NATIONALLY RECOGNIZED AND REPLICATED BOSTON TEACHER RESIDENCY PROGRAM. TODAY, WE ARE REDESIGNING SCHOOLING FOR STUDENTS AND TEACHERS BY CREATING NEIGHBORHOOD-BASED, PREK-12 PATHWAY OF TEACHING ACADEMIES, SCHOOLS WHICH PROVIDE A WORLD CLASS EDUCATION FOR ALL STUDENTS WHILE PREPARING OUTSTANDING NEW TEACHERS FOR THE BOSTON PUBLIC SCHOOLS. 11 9 28 50 0 0 4403276 5315640 0 0 13528 1887 -39916 -114294 4376888 5203233 110431 70704 0 0 3687778 3334861 0 0 369156 1191934 1536533 4990143 4942098 -613255 261135 4070890 4024536 2077813 1770324 1993077 2254212 SEE PART I LINE 1. 0 0 3721119 70704 12900 BPE TEACHING ACADEMIES REDESIGN HOW HUMAN CAPITAL IS ORGANIZED, DEPLOYED, AND CONTINUOUSLY IMPROVED IN SERVICE OF STUDENT LEARNING. TEACHING ACADEMIES ARE MODELED AFTER THE BEST TEACHING HOSPITALS, WHICH PROVIDE EXEMPLARY CARE FOR PATIENTS AND A PREMIER TRAINING GROUND FOR NEW DOCTORS. THE SCHOOLS AIM TO CONSISTENTLY PREPARE HIGH-QUALITY TEACHERS FOR BOSTON'S SCHOOLS, AND TO GRADUATE RESILIENT, HARD-WORKING STUDENTS WHO ARE WELL-PREPARED FOR SUCCESS IN COLLEGE AND CAREER. 3721119 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 41 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X X CLARA ARROYO CHIEF FINANCIAL OFFICER 6172750739 67 KEMBLE ST SUITE 25 ROXBURY MA 02119 JESSE SOLOMON PRESIDENT/EXECUTIVE DIR. 35.00 X X 158687 0 40409 MELANIE WINKLOSKY TREASURER/CLERK/CAO 35.00 X X 160702 0 8247 CLARA ARROYO CHIEF FINANCIAL OFFICER 35.00 X 133203 0 13295 EDWARD P LIU CHIEF IMPROVEMENT OFFICER 35.00 X 110627 0 20990 CHARLES K GIFFORD CHAIR 0.50 X X 0 0 0 MAURA BANTA BOARD MEMBER 0.50 X 0 0 0 RICHARD M BURNES BOARD MEMBER 0.50 X 0 0 0 GREGORY GROOVER BOARD MEMBER 0.50 X 0 0 0 TAMMY BATTAGLINO BOARD MEMBER 0.50 X 0 0 0 KERRY SULLIVAN BOARD MEMBER 0.50 X 0 0 0 MAKEEBA MCCREARY BOARD MEMBER 0.50 X 0 0 0 ELLEN GUINEY BOARD MEMBER 0.50 X 0 0 0 JAL MEHTA BOARD MEMBER 0.50 X 0 0 0 563219 0 82941 4 0 1 0 0 3271808 2043832 5315640 1887 1887 407736 534930 -127194 -127194 -127194 OTHER REVENUE 611710 12900 12900 12900 5203233 12900 0 -125307 70704 70704 572446 179119 211508 181819 2273173 1920655 225505 127013 58923 54406 2948 1569 292264 154422 102105 35737 138055 102630 20509 14916 31800 31800 16499 10532 5443 524 18420 2109 16311 80520 57666 21144 1710 117179 117179 2354 2000 354 13605 10545 2861 199 25768 25768 RESIDENT STIPENDS AND B 584792 584792 CONSULTANTS AND CONTRAC 479069 447580 30343 1146 MISCELLANEOUS 45551 28912 16639 PROGRAM SUPPORT AND SUP 41645 41208 437 79331 53839 20969 4523 4942098 3721119 851823 369156 1346930 1344776 1031752 1777072 1178799 363841 56899 44616 291065 230415 87129 60650 369381 433581 4070890 4024536 737497 487134 226745 290945 876010 778578 237561 213667 2077813 1770324 X 1390848 1546589 602229 707623 1993077 2254212 4070890 4024536 261135 0 X X 0 1 X 1 1 1 X 4830754 5420390 5957340 4403276 5315640 25927400 4830754 5420390 5957340 4403276 5315640 25927400 209195 25718205 869 13139 144738 392284 409623 960653 42419 15032 53910 27949 12900 152210 27040263 0.95110 0.96850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 226745 64200 290945 1 X 181538 164763 16775 109527 65652 43875 60650 SECURITY DEPOSIT 142636 FUNDS HELD FOR OTHERS 290945 433581 DEFERRED RENT 155707 SECURITY DEPOSIT 57960 213667 X 5781074 42911 42911 5738163 -534930 -534930 5203233 5519939 42911 534930 577841 4942098 0 4942098 PART IV, LINE 2B: BPE ACTS AS A FISCAL AGENT FOR DUDLEY STREET CHARTER SCHOOL FOR CERTAIN PROJECTS. PART X, LINE 2: BPE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. BPE HAS NOT TAKEN ANY TAX POSITIONS WHICH WOULD HAVE A MATERIAL EFFECT, INDIVIDUALLY, OR IN THE AGGREGATE, UPON BPE'S FINANCIAL STATEMENTS AT JUNE 30, 2021. BPE BELIEVES IT HAS NOT TAKEN ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD JEOPARDIZE BPE'S TAX-EXEMPT STATUS. BPE'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -534,930. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 534,930. 1 EDUCATION DEVELOPMENT CENTER INC 300 FIFTH AVENUE SUITE 2010 WALTHAM MA 02451 042241718 501(C)3 70704 CONDUCT RESEARCH FOR INFLUENCE OF INDUSTRY-INFORMED STEM PATHWAYS ON STUDENTEXPERIENCES AND OUTCOMES IN NON-SELECTIVE URBAN SCHOOL (STEM PATHWAY) 1 PART I, LINE 2: BPE PERFORMS FINANCIAL AND PROGRAMATIC MONITORING THROUGH OBTAINING INVOICE, PAYROLL RECORDS, AND DATA FROM THE RECIPIENTS OF THESE FUNDS. X 0 0 0 0 0 0 0 0 0 JESSE SOLOMON PRESIDENT/EXECUTIVE DIR. 158687 0 0 0 0 0 17500 0 22909 0 199096 0 0 0 MELANIE WINKLOSKY TREASURER/CLERK/CAO 160702 0 0 0 0 0 8247 0 0 0 168949 0 0 0 PART I, LINE 3 THE ORGANIZATION USES PERFORMANCE EVALUATIONS AND INSIGHT PERFORMANCE INC'S COMPENSATION REVIEW OF MANAGEMENT POSITIONS AT COMPARABLE NOT-FOR-PROFITS AS A BASIS FOR COMPENSATION. IN ADDITION, THE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE FINANCE COMMITTEE OF THE ORGANIZATION MEETS REGULARLY, BUT DOES NOT MAINTAIN MINUTES OF THOSE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THEN PRESENTED TO AND REVIEWED BY THE BOARD OF TRUSTEES BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND MONITORED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES PERFORMANCE EVALUATIONS AND INSIGHT PERFORMANCE INC'S COMPENSATION REVIEW OF MANAGEMENT POSITIONS AT COMPARABLE NOT-FOR-PROFITS AS A BASIS FOR COMPENSATION. IN ADDITION, THE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 BPE MAKES ITS DOCUMENTS AND FORMS AVAILABLE UPON REQUEST AND THROUGH WWW.BPE.ORG. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.