MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC: Form 990, tax year 2023
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- Organization
- MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC (EIN 04-3369687)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-28
- IRS object ID
- 202520289349301147
- 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 | 2025-01-28T13:35:08-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431985162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD SUITE 302 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 043369687 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS INSIGHT EDUCATION AND RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASS | BusinessNameControlTxt |
| Phone | 8573155243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LIBERTY SQUARE SUITE 6050 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGERY L PIERCEY | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 8573155243 | PhoneNum |
| Signature | 2025-01-28 | 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 | SANDRA M BROWN CPA | PreparerPersonNm |
| PTIN | P01614103 | PTIN |
| Phone | 5088717178 | PhoneNum |
| Preparation | 2025-01-28 | 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 | MARGERY L PIERCEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LIBERTY SQUARE SUITE 6050 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,247,699 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASSINSIGHT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE LEADERSHIP IN CLOSING THE ACHIEVEMENT AND OPPORTUNITY GAPS FOR UNDERSERVED STUDENTS BY FOCUSING ON SYSTEM TRANSFORMATION AND STUDENT ACADEMIC SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,206,930 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,136,800 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,001,780 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,069,111 | CYProgramServiceRevenueAmt |
| PY Investment Income | $86 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,788 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,208,796 | PYTotalRevenueAmt |
| CY Total Revenue | $9,247,699 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,604,670 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,614,398 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $403,206 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,832,421 | PYOtherExpensesAmt |
| CY Other Expenses | $2,539,961 | CYOtherExpensesAmt |
| PY Total Expenses | $12,437,091 | PYTotalExpensesAmt |
| CY Total Expenses | $10,154,359 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,228,295 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$906,660 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,071,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,794,800 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,202,067 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $832,286 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,869,174 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $962,514 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PARTNER WITH STATES, DISTRICTS, SCHOOLS, AND COMMUNITIES TO IMPLEMENT CUSTOMIZED STRATEGIES AND BUILD CAPACITY TO ADVANCE EQUITY AND OPPORTUNITY IN K-12 EDUCATION, SO THAT ALL STUDENTS, AND PARTICULARLY THOSE WHO HAVE BEEN SYSTEMICALLY MARGINALIZED, ARE PREPARED TO ACHIEVE THEIR ACADEMIC AND PERSONAL POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,578,400 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $313,630 | RevenueAmt |
| Desc | ADVANCED PLACEMENT (AP) STEM & ENGLISH PROGRAMOUR AP STEM & ENGLISH PROGRAM (THE PROGRAM) IS A PUBLIC-PRIVATE PARTNERSHIP TO INCREASE THE PARTICIPATION AND PERFORMANCE OF BLACK, LATINO, AND STUDENTS FROM LOW-INCOME HOUSEHOLDS IN RIGOROUS COURSEWORK AND PREPARE STUDENTS FOR COLLEGE SUCCESS. THIS PROGRAM IS DISTINGUISHED BY THE DEPTH AND BREADTH OF ITS PROGRAM COMPONENTS, ITS SCALE, AND ITS HISTORY OF IMPACT. THE 2023-24 SCHOOL YEAR MARKED THE FIFTEENTH YEAR OF THE PROGRAM IN WHICH WE PROVIDED SCHOOL AND DISTRICT SUPPORTS, TEACHER TRAINING, COACHING AND CLASSROOM SUPPORTS, AND DIRECT STUDENT SUPPORTS INCLUDING OUT-OF-CLASSROOM LEARNING TIME AND MOCK EXAMS. WE PARTNERED WITH 96 HIGH SCHOOLS ACROSS MASSACHUSETTS AND RHODE ISLAND TO SERVE OVER 11,000 STUDENTS. THE PROGRAM IS THE LARGEST SECONDARY STEM PROGRAM IN MASSACHUSETTS. SCHOOL YEAR 2022-23 STUDENT OUTCOME DATA SHOWS OUR PROGRAM'S IMPACT ON ACADEMIC RECOVERY. COLLECTIVELY, STUDENTS IN PARTNER SCHOOLS COMPLETED 14,481 AP STEM & ENGLISH EXAMS (A 10% INCREASE FROM 2022), AND 6,685 QUALIFYING SCORES ACHIEVED (AN 11% INCREASE FROM 2022). STUDENTS OF COLOR IN PARTNER SCHOOLS COMPLETED 4,552 EXAMS (A 10% INCREASE FROM 2022) AND ACHIEVED 1,294 QUALIFYING SCORES (AN 8% INCREASE FROM 2022). IN SY2022-23, 40% OF THE AP STEM & ENGLISH EXAMS TAKEN BY BLACK/AFRICAN AMERICAN, LATINO, AND LOW-INCOME STUDENTS STATEWIDE WERE FROM STUDENTS IN MI PARTNER SCHOOLS. SIMILARLY, ACROSS ALMOST EVERY RACIAL/ETHNIC CATEGORY AND 60% OF THE AP COURSES MI SUPPORTS, THE NUMBER OF AP EXAMS TAKEN IN MI PARTNER SCHOOLS IN SY2023-24 WAS HIGHER THAN THE NUMBER OF AP EXAMS TAKEN IN THE SAME SCHOOLS IN SY2022-23.STUDENTS SUPPORTED BY OUR PROGRAM DEMONSTRATED AN 8% INCREASE IN THE NUMBER OF AP EXAMS TAKEN AND A 17% INCREASE IN THE NUMBER OF QUALIFYING SCORES ACHIEVED IN 2024 WHEN COMPARED TO 2019, AND THESE METRICS ARE EVEN MORE PRONOUNCED WHEN DISAGGREGATING FOR BLACK AND LATINO STUDENTS (29% AND 63%, RESPECTIVELY). THESE RESULTS, ESPECIALLY WHEN JUXTAPOSED WITH CURRENT NATIONAL RECOVERY NARRATIVES, SPEAK TO THE POWER THAT OUR PROGRAM HAS TO SHAPE A MORE EQUITABLE PATH FOR STUDENTS TOWARD COLLEGE AND CAREER SUCCESS. THEY ARE ALSO PARTICULARLY NOTEWORTHY, AS THE STUDENTS TAKING AP EXAMS IN 2024 WERE MOST ACADEMICALLY IMPACTED BY THE PANDEMIC DURING THEIR LATE MIDDLE SCHOOL AND EARLY HIGH SCHOOL YEARS (PIVOTAL YEARS WITH RESPECT TO PREPAREDNESS FOR AP CURRICULA). THIS IS EVIDENCE OF A MAJOR ACCOMPLISHMENT IN SUPPORTING ACADEMIC RECOVERY AND A "PROOF OF CONCEPT" THAT OUR RESPONSIVE CHANGES HAVE YIELDED SUCCESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,812,061 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,755,481 | RevenueAmt |
| Desc | SCHOOL IMPROVEMENTOUR SCHOOL IMPROVEMENT TEAM WORKS WITH SCHOOLS, DISTRICTS, AND STATE EDUCATION AGENCIES NATIONWIDE. OUR SUPPORT INCLUDES DIAGNOSTICS SUCH AS EQUITY AUDITS AND SCHOOL READINESS ASSESSMENTS. WE ALSO FACILITATE SCHOOL IMPROVEMENT PLANNING AND SUPPORT SCHOOLS AS THEY IMPLEMENT THEIR PLANS AND OTHER STRATEGIC INITIATIVES. DURING 2023-24, MASS INSIGHT'S SCHOOL IMPROVEMENT EFFORTS ENGAGED 9 PARTNERS ACROSS 4 STATES, INCLUDING 8 DISTRICTS, 1 COMMUNITY ORGANIZATION, AND 134 SCHOOLS SERVING 74,463 STUDENTS. THE MAJORITY OF STUDENTS IN SCHOOLS SERVED ARE HISTORICALLY AND SYSTEMATICALLY MARGINALIZED. MASS INSIGHT'S SCHOOL IMPROVEMENT EFFORTS ALSO AFFECTED MANY LOW-PERFORMING SCHOOLS. DURING SY2023-24, 67% OF SCHOOLS AFFECTED BY MASS INSIGHT'S PARTNERSHIP WERE DESIGNATED BY STATES AS IN NEED OF "COMPREHENSIVE SUPPORT AND IMPROVEMENT OR "REQUIRING ASSISTANCE OR INTERVENTION".PARTNERS REPORTED, "IT [MASS INSIGHT'S SUPPORT] WAS EXTREMELY POSITIVE. VERY THOROUGH, GREAT PROCESS THAT I FEEL IS DEFINITELY GOING TO BENEFIT [THE DISTRICT] FOR YEARS TO COME. AND IN MI'S LONGEST STANDING PARTNERSHIP WITH A DISTRICT IN INDIANA, 100% OF SURVEY RESPONDENTS AGREED OR STRONGLY AGREED THAT MASS INSIGHT'S SUPPORT:- IMPROVED THEIR CAPACITY TO COMMUNICATE IN WAYS THAT MOBILIZE STAFF AND STAKEHOLDERS TO TACKLE TOUGH CHALLENGES- IMPROVED THEIR STRATEGIC THINKING- IMPROVED THEIR CAPACITY TO MAKE INFORMED DECISIONS AND MAINTAIN FOCUS ON KEY PRIORITIES;AND- IMPROVED THEIR INSTRUCTIONAL LEADERSHIP TEAM'S CAPACITY TO ADDRESS THE INSTRUCTIONAL CORE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,390,461 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | 226 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 86 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGERY L PIERCEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8573155259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 LIBERTY SQUARE SUITE 6050 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SUSAN F LUSI | ||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | Yes (X) | $301,740 | $0 | $12,041 | ||
| PAULA NASSIF | ||||||||
| DIRECTOR/CLERK | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CECILIA M FREROTTE | ||||||||
| DIRECTOR/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREA WOLFE | ||||||||
| CHIEF ADVANCEMENT OFFICER/PRESIDENT AND CEO | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY EVEE | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALIA MCCANTS | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETH GAMSE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS KELLY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERNESTO GONZALEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL NORTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN WOODARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAMAU HIXON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS HORAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY DAVIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANIL KHURANA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAOLAT ABDULAI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGERY L PIERCEY | ||||||||
| CFO/COO | 40.00 | Yes (X) | $227,941 | $0 | $29,192 | |||
| ROBERT WF JENTSCH | ||||||||
| CHIEF PROGRAM/STRATEGY OFF | 40.00 | $226,200 | $0 | $9,020 | Yes (X) | |||
| LESLIE CAROL CHANG | ||||||||
| CHIEF PEOPLE OFFICER | 40.00 | $234,179 | $0 | $15,453 | Yes (X) | |||
| SALLY GUADAGNO | ||||||||
| MNG DIR OF AP STEM/ENGLISH | 40.00 | $183,463 | $0 | $6,100 | Yes (X) | |||
| JOHN R SCHNEIDER | ||||||||
| MNG DIR OF POLICY/ADVOCACY | 40.00 | $175,853 | $0 | $25,005 | Yes (X) | |||
| JENNA BULLOCK | ||||||||
| MNG DIR OF SCHOOL IMPROVEM | 40.00 | $167,748 | $0 | $13,371 | Yes (X) | |||
| MARIA CAROLINA BUITRAGO | ||||||||
| DIRECTOR OF PROGRAM & STRATEGY | 40.00 | $147,137 | $0 | $5,857 | Yes (X) | |||
| SARAH FIERBERG PHILLIPS | ||||||||
| MANAGING DIRECTOR OF RESEARCH AND IMPACT | 32.00 | $145,388 | $0 | $5,792 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,809,649 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,831 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 34 | 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 |
|---|---|---|---|---|---|
| PROPEL EDUCATION STRATEGIES INC DBA AP | |||||
| 10830 NORTH CENTRAL EXPRESSWAY SUI | DALLAS | TX | 75231 | EXAM SCORING AND ANALYSIS | $133,650 |
| THE HATCHER GROUP | |||||
| 7600 WISCONSIN AVENUE SUITE 1000 | BETHESDA | MD | 20814 | COMMUNICATIONS CONSULTING | $122,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,429,134 | GovernmentGrantsAmt |
| All Other Contributions | $707,666 | AllOtherContributionsAmt |
| Noncash Contributions | $173,612 | NoncashContributionsAmt |
| Total Contributions | $4,136,800 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SCHOOL IMPROVEMENT | 611710 | $4,755,481 | $4,755,481 |
| AP STEM & ENGLISH | 611430 | $313,630 | $313,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,069,111 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,788 | TotalRevenueColumnAmt |
| Exclusion | $41,788 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,247,699 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,069,111 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $41,788 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,345 | TotalAmt |
| Program Services | $121,974 | ProgramServicesAmt |
| Management And General | $916,371 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,493,810 | TotalAmt |
| Program Services | $4,394,396 | ProgramServicesAmt |
| Management And General | $775,402 | ManagementAndGeneralAmt |
| Fundraising | $324,012 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,212 | TotalAmt |
| Program Services | $137,919 | ProgramServicesAmt |
| Management And General | $26,993 | ManagementAndGeneralAmt |
| Fundraising | $4,300 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,168 | TotalAmt |
| Program Services | $281,999 | ProgramServicesAmt |
| Management And General | $106,465 | ManagementAndGeneralAmt |
| Fundraising | $19,704 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,863 | TotalAmt |
| Program Services | $338,942 | ProgramServicesAmt |
| Management And General | $143,721 | ManagementAndGeneralAmt |
| Fundraising | $22,200 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,053 | TotalAmt |
| Management And General | $25,053 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,202,151 | TotalAmt |
| Program Services | $956,954 | ProgramServicesAmt |
| Management And General | $239,925 | ManagementAndGeneralAmt |
| Fundraising | $5,272 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,393 | TotalAmt |
| Program Services | $6,195 | ProgramServicesAmt |
| Management And General | $2,198 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,999 | TotalAmt |
| Program Services | $67,134 | ProgramServicesAmt |
| Management And General | $14,827 | ManagementAndGeneralAmt |
| Fundraising | $38 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,439 | TotalAmt |
| Program Services | $161,536 | ProgramServicesAmt |
| Management And General | $26,583 | ManagementAndGeneralAmt |
| Fundraising | $18,320 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,937 | TotalAmt |
| Program Services | $4,917 | ProgramServicesAmt |
| Management And General | $2,020 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,483 | TotalAmt |
| Program Services | $239,710 | ProgramServicesAmt |
| Management And General | $59,909 | ManagementAndGeneralAmt |
| Fundraising | $864 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,948 | TotalAmt |
| Program Services | $12,221 | ProgramServicesAmt |
| Management And General | $4,080 | ManagementAndGeneralAmt |
| Fundraising | $647 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,829 | TotalAmt |
| Program Services | $31,712 | ProgramServicesAmt |
| Management And General | $10,723 | ManagementAndGeneralAmt |
| Fundraising | $3,394 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,521 | TotalAmt |
| Program Services | $30,105 | ProgramServicesAmt |
| Management And General | $10,512 | ManagementAndGeneralAmt |
| Fundraising | $1,904 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STIPENDS | $315,990 | $315,990 | ||
| TRAINING MATERIALS | $221,447 | $221,447 | ||
| OTHER EXPENSES | $81,601 | $37,310 | $41,740 | $2,551 |
| PROVISION FOR BAD DEBTS | -$45,830 | -$45,830 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,154,359 | TotalAmt |
| Program Services | $7,390,461 | ProgramServicesAmt |
| Management And General | $2,360,692 | ManagementAndGeneralAmt |
| Fundraising | $403,206 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,578 | BOYAmt |
| EOY | $68,979 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,129 | BOYAmt |
| EOY | $94,919 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,034 | BOYAmt |
| EOY | $204,187 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,091,047 | BOYAmt |
| EOY | $1,238,090 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,997 | BOYAmt |
| EOY | $1,997 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,974 | BOYAmt |
| EOY | $88,608 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $191,065 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $162,477 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,547 | BOYAmt |
| EOY | $28,588 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,935 | BOYAmt |
| EOY | $69,432 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,071,241 | BOYAmt |
| EOY | $1,794,800 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $907,178 | BOYAmt |
| EOY | $614,929 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,223 | BOYAmt |
| EOY | $183,853 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,666 | BOYAmt |
| EOY | $33,504 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,202,067 | BOYAmt |
| EOY | $832,286 | 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 | $1,342,855 | BOYAmt |
| EOY | $757,596 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,319 | BOYAmt |
| EOY | $204,918 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,869,174 | BOYAmt |
| EOY | $962,514 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,071,241 | BOYAmt |
| EOY | $1,794,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$906,660 | ReconcilationRevenueExpnssAmt |
| 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 | $5,506,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,645,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,820,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,206,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,136,800 | CurrentTaxYearAmt |
| Total | $26,316,605 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,506,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,645,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,820,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,206,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,136,800 | CurrentTaxYearAmt |
| Total | $26,316,605 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,288,384 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,028,221 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $587 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,788 | CurrentTaxYearAmt |
| Total | $46,911 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,363,516 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,554,949 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91630 | 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 | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $68,088 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $68,088 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,086,271 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,154,359 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $657,718 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $164,430 | 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 | $469,647 | CurrentYearMinus3Amt |
| Current Year Minus2 | $680,937 | CurrentYearMinus2Amt |
| Current Year Minus1 | $771,855 | CurrentYearMinus1Amt |
| Current Year | $657,718 | CurrentYearAmt |
| Total | $2,580,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,870,236 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $58,641 | CurrentYearMinus3Amt |
| Current Year Minus2 | $69,521 | CurrentYearMinus2Amt |
| Current Year Minus1 | $68,897 | CurrentYearMinus1Amt |
| Current Year | $68,088 | CurrentYearAmt |
| Total | $265,147 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $117,412 | CurrentYearMinus3Amt |
| Current Year Minus2 | $170,234 | CurrentYearMinus2Amt |
| Current Year Minus1 | $192,964 | CurrentYearMinus1Amt |
| Current Year | $164,430 | CurrentYearAmt |
| Total | $645,040 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $967,560 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $191,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,477 | DepreciationAmt |
| Book Value | $28,588 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,588 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,338,171 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $90,472 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $90,472 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,247,699 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,247,699 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,244,831 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $90,472 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $90,472 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,154,359 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,154,359 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INCOME TAXES: MASS INSIGHT ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS. MASS INSIGHT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS, INCLUDING ITS ONGOING QUALIFICATION AS A TAX-EXEMPT ENTITY, THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MASS INSIGHT'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN F LUSI | ||||||||||||||
| PRESIDENT AND CEO | $285,720 | $0 | $16,020 | $0 | $0 | $0 | $12,041 | $0 | $0 | $0 | $313,781 | $0 | $0 | $0 |
| MARGERY L PIERCEY | ||||||||||||||
| CFO/COO | $227,941 | $0 | $0 | $0 | $0 | $0 | $8,904 | $0 | $20,288 | $0 | $257,133 | $0 | $0 | $0 |
| LESLIE CAROL CHANG | ||||||||||||||
| CHIEF PEOPLE OFFICER | $234,179 | $0 | $0 | $0 | $0 | $0 | $9,346 | $0 | $6,107 | $0 | $249,632 | $0 | $0 | $0 |
| ROBERT WF JENTSCH | ||||||||||||||
| CHIEF PROGRAM/STRATEGY OFF | $226,200 | $0 | $0 | $0 | $0 | $0 | $9,020 | $0 | $0 | $0 | $235,220 | $0 | $0 | $0 |
| JOHN R SCHNEIDER | ||||||||||||||
| MNG DIR OF POLICY/ADVOCACY | $175,853 | $0 | $0 | $0 | $0 | $0 | $6,405 | $0 | $18,600 | $0 | $200,858 | $0 | $0 | $0 |
| SALLY GUADAGNO | ||||||||||||||
| MNG DIR OF AP STEM/ENGLISH | $183,463 | $0 | $0 | $0 | $0 | $0 | $6,100 | $0 | $0 | $0 | $189,563 | $0 | $0 | $0 |
| JENNA BULLOCK | ||||||||||||||
| MNG DIR OF SCHOOL IMPROVEM | $167,748 | $0 | $0 | $0 | $0 | $0 | $6,840 | $0 | $6,531 | $0 | $181,119 | $0 | $0 | $0 |
| MARIA CAROLINA BUITRAGO | ||||||||||||||
| DIRECTOR OF PROGRAM & STRATEGY | $147,137 | $0 | $0 | $0 | $0 | $0 | $5,857 | $0 | $0 | $0 | $152,994 | $0 | $0 | $0 |
| SARAH FIERBERG PHILLIPS | ||||||||||||||
| MANAGING DIRECTOR OF RESEARCH AND IM | $145,388 | $0 | $0 | $0 | $0 | $0 | $5,792 | $0 | $0 | $0 | $151,180 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $157,729 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | CALCULATORS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,883 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE AND AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING. THE FORM 990 IS MADE AVAILABLE FOR REVIEW TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS REVIEWED AND SIGNED ON AN ANNUAL BASIS. THE SIGNED POLICIES ARE KEPT ON FILE. THE ADMINISTRATIVE MANAGER IS RESPONSIBLE FOR FOLLOWING UP TO ENSURE DOCUMENTS ARE REVIEWED AND SIGNED ON A TIMELY BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCE DIRECTOR COMPILES SALARY DATA FROM COMPARABLE ORGANIZATIONS (NATURE OF OPERATIONS, SIZE, GEOGRAPHY) FOR COMPARABLE JOB DESCRIPTIONS. THE DATA IS PROVIDED TO THE BOARD FOR REFERENCE WHEN APPROVING COMPENSATION FOR THE CEO, CFO/COO, CHIEF PROGRAM OFFICER AND CHIEF PEOPLE OFFICER. INCREASES ARE APPROVED BY THE BOARD. UPON REQUEST OR AS INITIATED BY THE HUMAN RESOURCE DIRECTOR, UPDATED MARKET COMPARABLE DATA IS PRESENTED TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON MASSACHUSETTS' OFFICIAL WEBSITE FOR PUBLIC CHARITIES AND UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 344,855. MANAGEMENT AND GENERAL EXPENSES 239,925. FUNDRAISING EXPENSES 5,272. TOTAL EXPENSES 590,052. INSTRUCTOR FEES: PROGRAM SERVICE EXPENSES 382,015. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 382,015. FACILITIES FEES: PROGRAM SERVICE EXPENSES 230,084. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 230,084. |
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