2019-04-10T10:50:31-05:00 2018-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2017-07-01 222667403 BPE BPE 6172278055 PO BOX 190904 ROXBURY MA 02119 JESSE SOLOMON EXECUTIVE DIRECTOR 6172278055 2019-03-19 1 CHARLES J WEBB CPA P01584539 5083669100 2019-03-19 64.238.141.162 2019-03-19 09:58:12 ED P F4247996A0DFD92197EA51AEF4558D040C319DAA D0D11AF730C84EA989067D997D1D7D43B936B30F 2017 2019-02-21 02:37:17Z X JESSE SOLOMON PO BOX 190904 ROXBURY MA 02119 5448561 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. 10 9 42 50 0 0 4830754 5420390 0 0 869 13139 42419 15032 4874042 5448561 422500 553817 0 0 2986594 4082424 0 0 340885 3358195 1938232 6767289 6574473 -1893247 -1125912 4837007 3999872 652363 941140 4184644 3058732 SEE PART I LINE 1. 0 0 5460786 553817 15032 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. 5460786 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 87 0 42 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X MONIVETT ACEVEDO DIRECTOR OF FINANCIAL PLANNING & ACCOUNTING 6172278055 PO BOX 190904 ROXBURY MA 02119 JESSE SOLOMON BOARD MEMBER/ EXECUTIVE DI 35.00 X X 175150 0 29773 MAURA BANTA BOARD MEMBER 0.50 X 0 0 0 RICHARD M BURNES BOARD MEMBER 0.50 X 0 0 0 CHARLES K GIFFORD BOARD MEMBER/BOARD CHAIR 0.50 X X 0 0 0 GREGORY GROOVER BOARD MEMBER 0.50 X 0 0 0 ELLEN GUINEY BOARD MEMBER 0.50 X 0 0 0 ROBERT SCHWARTZ 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 TOMMY CHANG BOARD MEMBER 0.50 X 0 0 0 EDWARD P LIU CHIEF IMPROVEMENT OFFICER 35.00 X 118533 0 26134 MELANIE WINKLOSKY CHIEF ADVANCEMENT OFFICER 35.00 X 157651 0 15840 MARIEL GONZALES CHIEF FINANCE AND ADMINISTRATION OFFICER 35.00 X 70820 0 69 522154 0 71816 3 0 1 0 0 3674915 1745475 5420390 13139 13139 OTHER REVENUE 611710 15032 15032 15032 5448561 15032 0 13139 553817 553817 669344 395818 106271 167255 2760086 2370232 281866 107988 102076 79757 14314 8005 413266 322904 57953 32409 137652 107554 19303 10795 28339 11700 16639 22771 15645 1495 5631 19548 2806 16669 73 80729 50599 23962 6168 475196 371325 103871 14865 10816 3842 207 63112 39865 22783 464 18264 11319 6945 RESIDENT STIPENDS AND B 540159 540159 CONSULTANTS AND CONTRAC 487574 457788 28046 1740 PROGRAM SUPPORT AND SUP 86195 84893 1152 150 MINOR EQUIP & MAINT 51020 5896 45124 50460 27893 22567 6574473 5460786 772802 340885 428957 150817 1657714 1922848 2503063 1652005 18399 40206 254702 195447 90221 59255 138653 174741 4837007 3999872 362048 630193 66203 102291 224112 208656 652363 941140 X 1807344 1717712 2377300 1341020 4184644 3058732 4837007 3999872 -1125912 0 X X 0 1 X 1 1 1 X 9322807 8778561 7196663 4830754 5420390 35549175 9322807 8778561 7196663 4830754 5420390 35549175 408284 35140891 601 1088 1210 869 13139 16907 125352 58644 28252 42419 15032 269699 35835781 0.98060 0.85520 X 0 66203 36088 102291 1 X 96856 55986 40870 157846 139461 18385 59255 DEFERRED RENT 208656 208656 X 5534482 85921 85921 5448561 0 5448561 6660394 85921 85921 6574473 0 6574473 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, 2018. 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. 1 UMASS BOSTON 100 MORRISSEY BLVD BOSTON MA 02125 043167352 COMMONWEALTH OF MA 553817 TO PROVIDE FUNDING RELATING TO IMPROVING THE QUALITY OF NEW TEACHERS VIA CREATING A MODEL OF TEACHER PREPARATION PROGRAMS AND IMPLEMENTING SPECIFIC NEW REFORMS. 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 BOARD MEMBER/ EXECUTIVE DI 175150 0 0 0 0 0 12183 0 17590 0 204923 0 0 0 MELANIE WINKLOSKY CHIEF ADVANCEMENT OFFICER 157651 0 0 0 0 0 7875 0 7965 0 173491 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.