2020-02-03T07:19:10-06:00 2019-06-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2018-07-01 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 2020-01-10 1 JOSEPH GISO P00030126 7819143400 2020-01-07 96.230.50.122 2020-01-10 14:03:49 ES P E748EB209E4A2515BC9FACA3F58B81BBBD7EBC63 C2926380507EFA8A31F6F64CD0A9520ACA6BA46D 2018 2020-09-23 17:36:50Z WILLIAM WALCZAK 10 POST OFFICE SQUARE NO 800 BOSTON MA 02109 400913 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. 22 22 5 40 0 0 706731 394380 0 6511 31 22 0 0 706762 400913 0 0 0 0 434204 489732 0 0 47597 103920 252253 538124 741985 168638 -341072 418797 98100 8719 29094 410078 69006 X 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 124364 COLLEGE/CAREER READINESS - MBAE WORKS TO ENSURE THAT OUR SCHOOLS EQUIP STUDENTS WITH THE KNOWLEDGE AND SKILLS THEY NEED TO SUCCEED IN POSTSECONDARY EDUCATION AND TRAINING, AND IN THE WORK PLACE. OUR RESEARCH, OUTREACH, AND COMMUNICATION INFLUENCES STATE EDUCATION POLICIES TO THAT END. MBAE'S CURRENT WORK IS FOCUSED ON DIGITAL EQUITY, HIGHLIGHTING THE DISPARITIES IN ACCESS TO TECHNOLOGY AND INSTRUCTION IN COMPUTER SCIENCE AND THEREFORE TO OPPORTUNITIES IN OUR TECHNOLOGY-CENTRIC, KNOWLEDGE-BASED ECONOMY. MBAE IS LEADING THE CHARGE TO INCREASE THE NUMBER OF UNDERSERVED STUDENTS PARTICIPATING IN COMPUTER SCIENCE COURSES AND ATTAINING THE EXPERIENCE AND CREDENTIALS THEY NEED TO SECURE JOBS IN RELATED FIELDS. ANOTHER PRIORITY IS EXPANDING OPPORTUNITIES TO EARN INDUSTRY-RECOGNIZED CREDENTIALS IN HIGH SCHOOL THAT EMPLOYERS IDENTIFY AS HIGH VALUE AND HIGH NEED. 147976 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 IN 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 THE TRANSFORMING DISTRICTS. SCHOOLS AND INSTRUCTIONS THAT IS THE BLUEPRINT FOR MBAE'S WORK. MBAE IS COMMITTED TO BRINGING ABOUT THESE EVIDENCE-BASED CHANGES TO DRIVE IMPROVEMENTS IN EDUCATIONAL ACHIEVEMENT AND EQUITY. 236385 6511 EDUCATION REFORM - FOR 30 YEARS, MBAE HAS WORKED TO IMPROVE THE COMMONWEALTH'S PUBLIC SCHOOLS ON BEHALF OF EMPLOYERS COMMITTED TO ENSURING 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. ANOTHER PRIORITY IS INCREASING SCHOOL LEADER AUTONOMY AND FLEXIBILITY. MBAE IS WORKING TO ADVANCE LEGISLATION THAT GIVES SCHOOL LEADERS, PARTICULARLY IN LOW-INCOME AND STRUGGLING DISTRICTS, THE AUTHORITY AND FLEXIBILITY THEY NEED TO INNOVATE AND MEET THE NEEDS AND ASPIRATIONS OF THEIR STUDENTS ON A DAILY BASIS. 508725 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 3 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 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 X 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 WSQ CLERK 3.00 X X 0 0 0 JOHN STUART VICE PRESIDENT 3.00 X 0 0 0 ROBERTO CABRAL DIRECTOR 3.00 X 0 0 0 JD CHESLOFF 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 REBECCA FRACASSA 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 ANNE MCGRATH LINEHAN DIRECTOR 3.00 X 0 0 0 JACQUI LIPSON DIRECTOR 3.00 X 0 0 0 RICHARD C LORD 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 WILLIAM TRIANT DIRECTOR 3.00 X 0 0 0 AXEL VIGO DIRECTOR 3.00 X 0 0 0 LINDA M NOONAN - FORMER EXECUTIVE DIRECTOR 40.00 X 129952 0 5645 EDWARD M LAMBERT JR EXECUTIVE DIRECTOR 40.00 X 0 0 0 129952 0 5645 1 1 0 0 0 394380 394380 EDUCATIONAL SEMINARS 611710 6511 6511 6511 22 22 400913 6511 0 22 X 88200 66504 13911 7785 231188 174319 36462 20407 14570 10986 2298 1286 20755 15650 3273 1832 135019 101806 21295 11918 168839 72562 96277 2855 2855 5112 3041 1760 311 2387 2107 280 46810 42129 2341 2340 7629 6944 184 501 1551 993 458 100 2757 2757 1635 1635 TELEPHONE 3952 3703 139 110 DUES AND SUBSCRIPTIONS 3483 2213 940 330 MISCELLANEOUS 3412 1341 1608 463 PRINTING AND COPYING 1772 1563 45 164 59 9 50 741985 508725 185663 47597 264257 69124 150000 15000 7778 41173 39390 4540 1783 0 4415 418797 98100 8719 29094 8719 29094 X 260078 54006 150000 15000 410078 69006 418797 98100 -341072 0 X X 1 X 0 1 0 X 759200 394513 461189 706731 394380 2716013 759200 394513 461189 706731 394380 2716013 1433978 1282035 27 119 635 31 22 834 2716847 6511 0.47190 0.46770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 0 1 2306 0 0 2306 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. 41173 39390 1783 1783 X 400913 0 400913 0 400913 741985 0 741985 0 741985 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, 2019 AND 2018, 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 LINDA M NOONAN - FORMER EXECUTIVE DIRECTOR 129952 0 0 0 0 0 5645 0 0 0 135597 0 0 0 PART I, LINE 3 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 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 PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 72,562. MANAGEMENT AND GENERAL EXPENSES 96,277. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 168,839. FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.