BPE INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BPE INC (EIN 22-2667403)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-02-12
IRS object ID
201830439349300928
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2018-02-12T14:50:40-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222667403EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BPEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBPEBusinessNameControlTxt
Phone6172278055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127-43 WORMWOOD STREET SUITE 110AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSE SOLOMONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6172278055PhoneNum
Signature2018-02-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J WEBB CPAPreparerPersonNm
PTINP01584539PTIN
Phone5083669100PhoneNum
Preparation2018-02-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.238.141.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-02-09IPDt
IP Tm09:34:26IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1C11F87D154BA743B6235C18EB6FB77A41EA0ED7AtSubmissionCreationDeviceId
At Submission Filing Device IdDF907C3E490E2DE39094117C62C17E9C055F2C1AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJESSE SOLOMONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line127-43 WORMWOOD STREET SUITE 110AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,874,042GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BPE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionBPE'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.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee58TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,196,663PYContributionsGrantsAmt
CY Contributions Grants$4,830,754CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,210PYInvestmentIncomeAmt
CY Investment Income$869CYInvestmentIncomeAmt
PY Other Revenue$28,252PYOtherRevenueAmt
CY Other Revenue$42,419CYOtherRevenueAmt
PY Total Revenue$7,226,125PYTotalRevenueAmt
CY Total Revenue$4,874,042CYTotalRevenueAmt
PY Grants And Similar Paid$402,490PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$422,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,968,314PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,986,594CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$280,067CYTotalFundraisingExpenseAmt
PY Other Expenses$3,391,705PYOtherExpensesAmt
CY Other Expenses$3,358,195CYOtherExpensesAmt
PY Total Expenses$7,762,509PYTotalExpensesAmt
CY Total Expenses$6,767,289CYTotalExpensesAmt
PY Revenues Less Expenses-$536,384PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,893,247CYRevenuesLessExpensesAmt
Total Assets BOY$6,716,956TotalAssetsBOYAmt
Total Assets EOY$4,837,007TotalAssetsEOYAmt
Total Liabilities BOY$639,065TotalLiabilitiesBOYAmt
Total Liabilities EOY$652,363TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,077,891NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,184,644NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE PART I LINE 1.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,734,767ExpenseAmt
Grant$422,500GrantAmt
Revenue$42,419RevenueAmt
DescBPE 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. AT THE DUDLEY STREET SCHOOL, 45% OF STUDENTS WERE READING AT OR ABOVE GRADE LEVEL IN JUNE, 2017, AND 36% OF STUDENTS MADE AT LEAST ONE YEAR'S WORTH OF ACADEMIC GROWTH. THE SCHOOL'S ATTENDANCE RATE WAS 96%. BPE TOOK RESPONSIBILITY FOR RUNNING THE DEARBORN STEM ACADEMY IN 2016. MCAS GROWTH DATA SHOWS 49% MADE EXPECTED GROWTH IN ENGLISH AND 54% MADE EXPECTED GROWTH IN MATH. THE SCHOOL'S ATTENDANCE RATE WAS 92%.Desc
Total Program Service Expenses$5,734,767TotalProgramServiceExpensesAmt
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 Document92IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee58EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
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 Committees0MinutesOfCommitteesInd
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 OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONIVETT ACEVEDO ACCOUNTING MANAGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172278055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127-43 WORMWOOD STREET SUITE 110AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JESSE SOLOMON
BOARD MEMBER/ EXECUTIVE DI35.00Yes (X)Yes (X)$175,804$0$10,521
MAURA BANTA
BOARD MEMBER0.50Yes (X)$0$0$0
RICHARD M BURNES
BOARD MEMBER0.50Yes (X)$0$0$0
CHARLES K GIFFORD
BOARD MEMBER/BOARD CHAIR0.50Yes (X)Yes (X)$0$0$0
GREGORY GROOVER
BOARD MEMBER0.50Yes (X)$0$0$0
ELLEN GUINEY
BOARD MEMBER0.50Yes (X)$0$0$0
ROBERT SCHWARTZ
BOARD MEMBER0.50Yes (X)$0$0$0
TAMMY BATTAGLINO
BOARD MEMBER0.50Yes (X)$0$0$0
KERRY SULLIVAN
BOARD MEMBER0.50Yes (X)$0$0$0
TOMMY CHANG
BOARD MEMBER0.50Yes (X)$0$0$0
SIMON HESS
CHIEF PROGRAM OFFICER35.00Yes (X)$139,513$0$7,814
EDWARD P LIU
CHIEF IMPROVEMENT OFFICER35.00Yes (X)$117,861$0$14,024
MELANIE WINKLOSKY
CHIEF ADVANCEMENT OFFICER35.00Yes (X)$156,763$0$7,814
YAMILA HUSSEIN
DPC BTR PROGRAM DIRECTOR35.00$100,433$0$5,027Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$690,374TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$45,200TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$3,835,527GovernmentGrantsAmt
All Other Contributions$995,227AllOtherContributionsAmt
Total Contributions$4,830,754TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$869TotalRevenueColumnAmt
Exclusion$869ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business611710BusinessCd
Total Revenue Column$42,419TotalRevenueColumnAmt
Related Or Exempt Func Income$42,419RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$42,419OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,874,042TotalRevenueColumnAmt
Related Or Exempt Func Income$42,419RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$869ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$422,500TotalAmt
Program Services$422,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$730,482TotalAmt
Program Services$385,570ProgramServicesAmt
Management And General$165,300ManagementAndGeneralAmt
Fundraising$179,612FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,832,582TotalAmt
Program Services$1,581,459ProgramServicesAmt
Management And General$193,050ManagementAndGeneralAmt
Fundraising$58,073FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$92,522TotalAmt
Program Services$37,843ProgramServicesAmt
Management And General$54,679ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$160,716TotalAmt
Program Services$65,735ProgramServicesAmt
Management And General$94,981ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$170,292TotalAmt
Program Services$69,652ProgramServicesAmt
Management And General$100,640ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,755TotalAmt
Program Services$20,254ProgramServicesAmt
Management And General$501ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,080TotalAmt
Program Services$1,555ProgramServicesAmt
Management And General$6,525ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,963TotalAmt
Program Services$10,227ProgramServicesAmt
Management And General$2,219ManagementAndGeneralAmt
Fundraising$517FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$28,550TotalAmt
Program Services$5,926ProgramServicesAmt
Management And General$22,624ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$87,929TotalAmt
Program Services$48,543ProgramServicesAmt
Management And General$35,181ManagementAndGeneralAmt
Fundraising$4,205FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$449,265TotalAmt
Program Services$194,320ProgramServicesAmt
Management And General$242,746ManagementAndGeneralAmt
Fundraising$12,199FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,019TotalAmt
Program Services$12,917ProgramServicesAmt
Management And General$1,991ManagementAndGeneralAmt
Fundraising$111FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$47,312TotalAmt
Program Services$31,698ProgramServicesAmt
Management And General$14,706ManagementAndGeneralAmt
Fundraising$908FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,168TotalAmt
Program Services$14,347ProgramServicesAmt
Management And General$16,920ManagementAndGeneralAmt
Fundraising$901FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,548TotalAmt
Program Services$5,398ProgramServicesAmt
Management And General$14,150ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONSULTANTS AND CONTRAC$1,934,273$1,696,206$215,621$22,446
RESIDENT STIPENDS AND B$542,859$542,859$0$0
PROGRAM SUPPORT AND SUP$60,507$60,507$0$0
MISC$60,167$20,576$39,591

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$38,800TotalAmt
Program Services$506,675ProgramServicesAmt
Management And General-$468,970ManagementAndGeneralAmt
Fundraising$1,095FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,767,289TotalAmt
Program Services$5,734,767ProgramServicesAmt
Management And General$752,455ManagementAndGeneralAmt
Fundraising$280,067FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$428,957EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,554,106BOYAmt
EOY$1,657,714EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,841,615BOYAmt
EOY$2,503,063EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$104,991BOYAmt
EOY$18,399EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$268,057LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$177,836LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$122,388BOYAmt
EOY$90,221EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$93,856BOYAmt
EOY$138,653EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,716,956BOYAmt
EOY$4,837,007EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$617,659BOYAmt
EOY$586,160EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$21,406BOYAmt
EOY$66,203EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$639,065BOYAmt
EOY$652,363EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,636,440BOYAmt
EOY$1,807,344EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,441,451BOYAmt
EOY$2,377,300EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,077,891BOYAmt
EOY$4,184,644EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,716,956BOYAmt
EOY$4,837,007EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,893,247ReconcilationRevenueExpnssAmt
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 RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,994,062CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,322,807CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,778,561CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,196,663CurrentTaxYearMinus1YearAmt
Current Tax Year$4,830,754CurrentTaxYearAmt
Total$43,122,847TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,994,062CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,322,807CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,778,561CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,196,663CurrentTaxYearMinus1YearAmt
Current Tax Year$4,830,754CurrentTaxYearAmt
Total$43,122,847TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,981,436SubstantialContributorsTotAmt
Public Support Total170$37,141,411PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$872CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$601CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,088CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,210CurrentTaxYearMinus1YearAmt
Current Tax Year$869CurrentTaxYearAmt
Total$4,640TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,026CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,352CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,644CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,252CurrentTaxYearMinus1YearAmt
Current Tax Year$42,419CurrentTaxYearAmt
Total$300,693TotalAmt
FieldValueIRS element (for citing)
Total Support$43,428,180TotalSupportAmt
Public Support CY1700.85520PublicSupportCY170Pct
Public Support PY1700.85480PublicSupportPY170Pct
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
Beginning Balance$21,406BeginningBalanceAmt
Additions During Year$44,797AdditionsDuringYearAmt
Ending Balance$66,203EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$96,856OtherCostOrOtherBasisAmt
Depreciation$46,608DepreciationAmt
Book Value$50,248BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$171,201OtherCostOrOtherBasisAmt
Depreciation$131,228DepreciationAmt
Book Value$39,973BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$90,221TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,916,017TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$41,975DonatedServicesAndUseFcltsAmt
Revenue Not Reported$41,975RevenueNotReportedAmt
Revenue Subtotal$4,874,042RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,874,042TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,809,264TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$41,975DonatedServicesUseFcltsAmt
Expenses Not Reported$41,975ExpensesNotReportedAmt
Expenses Subtotal$6,767,289ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,767,289TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2017. 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.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UMASS BOSTONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 MORRISSEY BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02125ZIPCd
FieldValueIRS element (for citing)
Recipient EIN043167352RecipientEIN
IRC SectionCOMMONWEALTH OF MAIRCSectionDesc
Cash Grant$422,500CashGrantAmt
Purpose Of GrantTO PROVIDE FUNDING RELATING TO IMPROVING THE QUALITY OF NEW TEACHERS VIA CREATING A MODEL OF TEACHER PREPARATION PROGRAMS AND IMPLEMENTING SPECIFIC NEW REFORMS.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationBPE PERFORMS FINANCIAL AND PROGRAMATIC MONITORING THROUGH OBTAINING INVOICE, PAYROLL RECORDS, AND DATA FROM THE RECIPIENTS OF THESE FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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 (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JESSE SOLOMON
BOARD MEMBER/ EXECUTIVE DI$175,804$0$0$0$0$0$10,431$0$90$0$186,325$0$0$0
MELANIE WINKLOSKY
CHIEF ADVANCEMENT OFFICER$156,763$0$0$0$0$0$7,724$0$90$0$164,577$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE FINANCE COMMITTEE OF THE ORGANIZATION MEETS REGULARLY, BUT DOES NOT MAINTAIN MINUTES OF THOSE MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND MONITORED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15THE 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 19BPE MAKES ITS DOCUMENTS AND FORMS AVAILABLE UPON REQUEST AND THROUGH WWW.BPE.ORG.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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