UP EDUCATION NETWORK INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UP EDUCATION NETWORK INC (EIN 27-2194956)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-03-11
IRS object ID
202020719349300112
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2020-03-11T08:49:38-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272194956EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UP EDUCATION NETWORKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPEDBusinessNameControlTxt
Phone6173075980PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line190 CANAL STREET SUITE 600AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVERONICA CONFORMEPersonNm
Person TitleCEOPersonTitleTxt
Phone6179799230PhoneNum
Signature2020-02-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BUCKLEY CPAPreparerPersonNm
PTINP00830631PTIN
Phone5083669100PhoneNum
Preparation2020-02-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address40.70.31.102IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-02-25IPDt
IP Tm14:26:58IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDD4E7B209644E916744C6AD2A8F749A4D1C29958AtSubmissionCreationDeviceId
At Submission Filing Device Id2DDD31951ED2AB8CB25029F66ABAED5153B45454AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVERONICA CONFORMEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line190 CANAL STREET SUITE 600AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02114ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,457,938GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UPEDUCATIONNETWORK.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTHE PRINCIPAL INTENT OF THE ORGANIZATION IS TO CONDUCT ACTIVITIES TO ADVANCE EDUCATION REFORM IN PUBLIC SCHOOLS, INCLUDING PUBLIC CHARTER SCHOOLS. SPECIFICALLY, THE ORGANIZATION WILL ENGAGE IN ACTIVITIES TO SUPPORT AND TRANSFORM UNDERPERFORMING SCHOOLS INTO HIGH-PERFORMING SCHOOLS THAT ENSURE ALL STUDENTS, FROM KINDERGARTEN THROUGH HIGH SCHOOL, POSSESS THE ACADEMIC AND SOCIAL SKILLS NECESSARY TO ACHIEVE THEIR FULL POTENTIAL AND THRIVE IN FOUR-YEAR COLLEGES.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee77TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,171,262PYContributionsGrantsAmt
CY Contributions Grants$2,756,564CYContributionsGrantsAmt
PY Program Service Revenue$3,382,587PYProgramServiceRevenueAmt
CY Program Service Revenue$3,638,413CYProgramServiceRevenueAmt
PY Investment Income$9,643PYInvestmentIncomeAmt
CY Investment Income$7,861CYInvestmentIncomeAmt
PY Other Revenue$12,942PYOtherRevenueAmt
CY Other Revenue$55,100CYOtherRevenueAmt
PY Total Revenue$7,576,434PYTotalRevenueAmt
CY Total Revenue$6,457,938CYTotalRevenueAmt
PY Grants And Similar Paid$788,293PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$421,089CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,110,249PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,272,869CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$157,775CYTotalFundraisingExpenseAmt
PY Other Expenses$2,723,184PYOtherExpensesAmt
CY Other Expenses$1,505,250CYOtherExpensesAmt
PY Total Expenses$7,621,726PYTotalExpensesAmt
CY Total Expenses$6,199,208CYTotalExpensesAmt
PY Revenues Less Expenses-$45,292PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$258,730CYRevenuesLessExpensesAmt
Total Assets BOY$4,096,779TotalAssetsBOYAmt
Total Assets EOY$4,105,199TotalAssetsEOYAmt
Total Liabilities BOY$1,198,614TotalLiabilitiesBOYAmt
Total Liabilities EOY$948,304TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,898,165NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,156,895NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PRINCIPAL INTENT OF THE ORGANIZATION IS TO CONDUCT ACTIVITIES TO ADVANCE EDUCATION REFORM IN PUBLIC SCHOOLS, INCLUDING PUBLIC CHARTER SCHOOLS. SPECIFICALLY, THE ORGANIZATION WILL ENGAGE IN ACTIVITIES TO SUPPORT AND TRANSFORM UNDERPERFORMING SCHOOLS INTO HIGH-PERFORMING SCHOOLS THAT ENSURE ALL STUDENTS, FROM KINDERGARTEN THROUGH HIGH SCHOOL, POSSESS THE ACADEMIC AND SOCIAL SKILLS NECESSARY TO ACHIEVE THEIR FULL POTENTIAL AND THRIVE IN FOUR-YEAR COLLEGES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,507,796ExpenseAmt
Grant$421,089GrantAmt
Revenue$3,693,513RevenueAmt
DescUP EDUCATION NETWORK IS ONE OF THE FEW SCHOOL MANAGEMENT ORGANIZATIONS IN THE COUNTRY SUCCESSFULLY TACKLING THE CHALLENGES OF IN-DISTRICT SCHOOL TURNAROUND. UP HAS RESTARTED AND CONTINUES TO MANAGE THREE SCHOOLS IN BOSTON AND TWO SCHOOLS IN LAWRENCE, SERVING 2,650 OF THE STATE'S HISTORICALLY UNDERSERVED STUDENTS. LOCAL SCHOOL DISTRICTS ARE A KEY PARTNER IN UP'S WORK TO TRANSFORM CHRONICALLY UNDERPERFORMING DISTRICT SCHOOLS INTO EXTRAORDINARY SCHOOLS. UP EDUCATION NETWORK IS A WINNER OF NEW SCHOOLS VENTURE FUND "EDUCATION REFORM ORGANIZATION OF THE YEAR" IN RECOGNITION OF OUR EXTRAORDINARY RESULTS. UP EDUCATION NETWORK SCHOOLS HAS HAD A SCHOOL RANKED #1 IN THE STATE OF MASSACHUSETTS IN STUDENT GROWTH FOR SOME SUBJECT OR SPECIAL POPULATION IN 2011, 2012, 2013, 2014, 2018, AND 2019, AND OUR SCHOOLS HAVE INCREASED PROFICIENCY RATES BY 2-3X WITHIN 2 YEARS OF TURNAROUND. UP'S RESULTS HAVE BEEN VALIDATED BY INDEPENDENT RESEARCHERS. A RECENT STUDY IN THE AMERICAN ECONOMIC REVIEW BY RESEARCHERS AT MIT FOUND THAT UP DELIVERS EXCEPTIONALLY LARGE, CAUSAL IMPACT FOR OUR STUDENTS IN BOTH MATH AND ELA. OUR STUDENTS WITH THE GREATEST NEED -- STUDENTS WITH LOW PRIOR YEAR PERFORMANCE, STUDENTS WITH DISABILITIES AND ENGLISH LANGUAGE LEARNERS, TEND TO SEE THE MOST GROWTH AT UP.UP EDUCATION NETWORK DIRECTLY SUPPORTS ALL FIVE SCHOOLS IN OUR PORTFOLIO, DELIVERING HIGH-QUALITY ACADEMIC AND OPERATIONAL SERVICES, MANAGING DISTRICT GOVERNANCE AND OTHER EXTERNAL STAKEHOLDER RELATIONSHIPS, AND SUPPORTING SCHOOL LEADERSHIP TEAMS IN FUNCTIONAL AREAS SUCH AS SPECIAL EDUCATION, ENGLISH LANGUAGE LEARNING, INNOVATION, AND TALENT MANAGEMENT.Desc
Total Program Service Expenses$5,507,796TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee77EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDEStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VERONICA CONFORMEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6177522854PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line190 CANAL STREET SUITE 600AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02114ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
FARHAD NANJI
BOARD MEMBER4.00Yes (X)$0$0$0
REBECCA LEDLEY
BOARD MEMBER4.00Yes (X)$0$0$0
MARTIN MANNION
BOARD CHAIR4.00Yes (X)$0$0$0Yes (X)
JAMES BERYLSON
TREASURER4.00Yes (X)$0$0$0Yes (X)
KARLA BROOKS BAEHR
BOARD MEMBER4.00Yes (X)$0$0$0
JOANNA JACOBSON
BOARD MEMBER4.00Yes (X)$0$0$0
KIRK ARNOLD
BOARD MEMBER4.00Yes (X)$0$0$0
MEGHAN JOYCE
BOARD MEMBER4.00Yes (X)$0$0$0
GREG SHELL
BOARD MEMBER4.00Yes (X)$0$0$0
YUTAKA TAMURA
BOARD MEMBER (RESIGNED)4.00Yes (X)$0$0$0
VERONICA CONFORME
CEO45.00$371,497$0$7,603Yes (X)
CHRISTOPHER BYRNES
CHIEF FINANCIAL OFFICER45.00$125,925$0$17,091Yes (X)
NICOLE DORN
CHIEF OPERATING OFFICER45.00$123,839$0$924Yes (X)
SHERYL LEO
CHIEF TALENT OFFICER45.00$122,754$0$14,303Yes (X)
RYAN KNIGHT
MANAGING DIRECTOR OF INFOR45.00$117,720$0$17,931Yes (X)
TISHA MARKETTE
CHIEF ACADEMIC OFFICER45.00$120,338$0$11,103Yes (X)
VICTORIA LAUTSCH
CHIEF OF STAFF45.00$108,410$0$7,217Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,090,483TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$76,172TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHOOL EMPOWERMENT NETWORKBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 ATLANTIC AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11217ZIPCd
FieldValueIRS element (for citing)
ServicesCURRICULUM CONSULTINGServicesDesc
Compensation$479,475CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,756,564AllOtherContributionsAmt
Total Contributions$2,756,564TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSERVICE AND OTHER FEESDesc
Business900099BusinessCd
Total Revenue Column$3,638,413TotalRevenueColumnAmt
Related Or Exempt Func Income$3,638,413RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,638,413TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,861TotalRevenueColumnAmt
Exclusion$7,861ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$55,100TotalRevenueColumnAmt
Related Or Exempt Func Income$55,100RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$55,100OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,457,938TotalRevenueColumnAmt
Related Or Exempt Func Income$3,693,513RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,861ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$421,089TotalAmt
Program Services$421,089ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$504,790TotalAmt
Program Services$444,215ProgramServicesAmt
Management And General$45,431ManagementAndGeneralAmt
Fundraising$15,144FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,167,551TotalAmt
Program Services$2,787,444ProgramServicesAmt
Management And General$285,080ManagementAndGeneralAmt
Fundraising$95,027FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$317,700TotalAmt
Program Services$279,578ProgramServicesAmt
Management And General$28,592ManagementAndGeneralAmt
Fundraising$9,530FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$282,828TotalAmt
Program Services$248,888ProgramServicesAmt
Management And General$25,455ManagementAndGeneralAmt
Fundraising$8,485FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$23,374TotalAmt
Program Services$20,569ProgramServicesAmt
Management And General$2,805ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,034TotalAmt
Program Services$11,716ProgramServicesAmt
Management And General$19,318ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$208,388TotalAmt
Program Services$188,698ProgramServicesAmt
Management And General$19,690ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$120,707TotalAmt
Program Services$98,999ProgramServicesAmt
Management And General$10,125ManagementAndGeneralAmt
Fundraising$11,583FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$226,085TotalAmt
Program Services$198,955ProgramServicesAmt
Management And General$22,842ManagementAndGeneralAmt
Fundraising$4,288FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$309,531TotalAmt
Program Services$272,387ProgramServicesAmt
Management And General$27,858ManagementAndGeneralAmt
Fundraising$9,286FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$123,967TotalAmt
Program Services$114,362ProgramServicesAmt
Management And General$8,737ManagementAndGeneralAmt
Fundraising$868FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$65,354TotalAmt
Program Services$57,511ProgramServicesAmt
Management And General$5,882ManagementAndGeneralAmt
Fundraising$1,961FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$53,418TotalAmt
Program Services$47,007ProgramServicesAmt
Management And General$4,808ManagementAndGeneralAmt
Fundraising$1,603FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROFESSIONAL DEVELOPMEN$188,448$180,682$7,766
RECRUITING$74,686$65,929$8,757
CLIENT FOCUSED PROGRAMS$69,767$69,767
MISCELLANEOUS$10,491$10,491

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,199,208TotalAmt
Program Services$5,507,796ProgramServicesAmt
Management And General$533,637ManagementAndGeneralAmt
Fundraising$157,775FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,055,948BOYAmt
EOY$2,686,925EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,500BOYAmt
EOY$2,578EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$127,612BOYAmt
EOY$650,878EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$377,277BOYAmt
EOY$298,425EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$280,000BOYAmt
EOY$240,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$148,076BOYAmt
EOY$130,172EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$469,152LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$372,931LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$105,366BOYAmt
EOY$96,221EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,096,779BOYAmt
EOY$4,105,199EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$275,372BOYAmt
EOY$294,238EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$310,338BOYAmt
EOY$143,411EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$28,118BOYAmt
EOY$11,225EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$584,786BOYAmt
EOY$499,430EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,198,614BOYAmt
EOY$948,304EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,798,165BOYAmt
EOY$3,056,895EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt
EOY$100,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,898,165BOYAmt
EOY$3,156,895EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,096,779BOYAmt
EOY$4,105,199EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$258,730ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,388,580CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,658,927CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,568,007CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,382,587CurrentTaxYearMinus1YearAmt
Current Tax Year$2,756,564CurrentTaxYearAmt
Total$17,754,665TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,388,580CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,658,927CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,568,007CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,382,587CurrentTaxYearMinus1YearAmt
Current Tax Year$2,756,564CurrentTaxYearAmt
Total$17,754,665TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,856,837SubstantialContributorsTotAmt
Public Support Total170$7,897,828PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$10,913CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,906CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,643CurrentTaxYearMinus1YearAmt
Current Tax Year$7,861CurrentTaxYearAmt
Total$40,323TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$4,521CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$666CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,942CurrentTaxYearMinus1YearAmt
Current Tax Year$55,100CurrentTaxYearAmt
Total$73,229TotalAmt
FieldValueIRS element (for citing)
Total Support$17,868,217TotalSupportAmt
Public Support CY1700.44200PublicSupportCY170Pct
Public Support PY1700.49770PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$98,051OtherCostOrOtherBasisAmt
Depreciation$71,052DepreciationAmt
Book Value$26,999BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$371,101OtherCostOrOtherBasisAmt
Depreciation$301,879DepreciationAmt
Book Value$69,222BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$96,221TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,457,938TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$6,457,938RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,457,938TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,199,208TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$6,199,208ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,199,208TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION ACTS AS A FISCAL AGENT FOR BOSTON PUBLIC SCHOOLS IN CONNECTION WITH ITS MANAGEMENT CONTRACT WITH UP ACADEMY HOLLAND (UAH). AS OF JUNE 30, 2019, FUNDS HELD FOR OTHERS CONSIST OF AMOUNTS HELD ON BEHALF OF UAH, WHICH HAVE NOT YET BEEN SPENT.
PART X, LINE 2:THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2019. THE ORGANIZATION'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Recipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
UP ACADEMY HOLLAND
272194956$11,281SUPPORT
UP ACADEMY LEONARDOLIVER (LAWRENCE PUBLIC SCHOOLS)
046001394SUPPORT$213,018FMVIN-KIND PURCHASES
UP ACADEMY CHARTER SCHOOL OF DORCHESTER
462404287$55,785SUPPORT
UP ACADEMY CHARTER SCHOOL OF BOSTON
450625911$24,217SUPPORT
UP ACADEMY KENNEDY (SPRINGFIELD PUBLIC SCHOOLS)
046001415SUPPORT$116,788FMVIN-KIND PURCHASES
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE GRANTS TO UP ACADEMY KENNEDY, UP ACADEMY LEONARD AND UP ACADEMY OLIVER WERE ALL DISBURSED IN THE FORM OF IN-KIND PURCHASES. THESE PURCHASES MUST FOLLOW UP'S FISCAL POLICIES AND PROCEDURES, AND SPENDING IS MONITORED THROUGH MONTHLY BUDGET REPORTS TO THE UP BOARD AND QUARTERLY REPORTS TO THE SCHOOL'S DIRECTOR OF OPERATIONS. THE GRANTS TO UP ACADEMY BOSTON, UP ACADEMY DORCHESTER AND UP ACADEMY HOLLAND SPECIFIED RESTRICTIONS, IF ANY, ON THE GRANT FUNDS IN THE GRANT LETTERS. UP EDUCATION NETWORK REGULARLY REVIEWS UAB, UAD, AND UAH'S ACTIVITY AGAINST THESE RESTRICTIONS WHEN COMPILING MONTHLY FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonVERONICA CONFORMEPersonNm
TitleCEOTitleTxt
Base Compensation Filing Org$371,497BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$7,603NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$379,100TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT VERSION OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW VIA EMAIL AND PRIOR TO FINAL SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REQUIRES ITS DIRECTORS, MANAGEMENT AND KEY EMPLOYEES TO COMPLETE AN ANNUAL DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING.
FORM 990, PART VI, SECTION B, LINE 15AIN DETERMINING BOTH THE CEO'S SALARY, MEMBERS OF THE BOARD'S SEARCH COMMITTEE CONSIDERED THE FOLLOWING FACTORS: - COMPENSATION OF OTHERS IN SIMILAR ROLES AT PEER ORGANIZATIONS - THE UP TURNAROUND CONTEXT - THE BACKGROUND AND EXPERIENCE OF THE INDIVIDUALS - ADVICE FROM THE EXTERNAL SEARCH FIRM WHO LED THE SEARCH THE BOARD DISCUSSED AND APPROVED THE CEO'S COMPENSATION AND OFFER OF EMPLOYMENT AT ITS DECEMBER 2016 BOARD MEETING AND SUBSEQUENTLY ADJUSTED THE OFFER AND APPROVED THE REVISED OFFER LETTER AT THE JUNE 2017 BOARD MEETING. THE CHAIR OF THE BOARD APPROVED THE CEO'S COST OF LIVING INCREASE AND CONTINUATION OF HER ROLE AS CEO IN JULY 2018.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAIABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF UP EDUCATION NETWORK, INC.'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.

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