2017-05-15T10:08:53-05:00 2016-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990 2015-07-01 222667403 BPE BPE 6172278055 27-43 WORMWOOD STREET SUITE 110 BOSTON MA 02210 JESSE SOLOMON EXECUTIVE DIRECTOR 6172278055 2017-05-03 1 CHARLES J WEBB CPA P01584539 5083669100 2017-05-03 2015 2021-01-29 14:40:06Z JESSE SOLOMON 27-43 WORMWOOD STREET SUITE 110 BOSTON MA 02210 7226125 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. 9 8 214 50 0 0 8778561 7196663 0 0 1088 1210 58644 28252 8838293 7226125 2011881 402490 0 0 4459693 3968314 0 0 304129 3242832 3391705 9714406 7762509 -876113 -536384 7923216 6716956 1308941 639065 6614275 6077891 X SEE PART I LINE 1. 0 0 6858600 402490 28252 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. AT THE DUDLEY STREET SCHOOL, 68% OF STUDENTS WERE READING AT OR ABOVE GRADE LEVEL IN JUNE, 2016, AND 78% 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 THIS YEAR. IN ITS FIRST YEAR BEING OPERATED BY BPE, THE SCHOOL SHOWED IMPRESSIVE RESULTS. ON THE STATE'S ACCOUNTABILITY SYSTEM, THE SCHOOL'S PPI (OR PROGRESS AND PERFORMANCE) WAS AN 88. THE TARGET HAD BEEN A 75, AND THE SCHOOL HAD ACHIEVED A 58 IN THE YEAR BEFORE BPE TOOK OVER. THE SCHOOL MOVED UP TO THE 25TH PERCENTILE - RELATIVE TO SCHOOLS WITH SIMILAR GRADE CONFIGURATIONS ACROSS THE STATE - FROM ITS PREVIOUS RANK AT THE 16TH PERCENTILE. THE BOSTON TEACHER RESIDENCY (BTR) SERVED ROUGHLY 19,000 STUDENTS IN BOSTON'S SCHOOLS. WE HAVE PREPARED OVER 600 GRADUATES TO TEACH IN BPS, ABOUT HALF OF WHOM ARE PEOPLE OF COLOR. BTR GRADUATES CONTINUE TO POST HIGHER RETENTION RATES THAN OTHER BOSTON TEACHERS. 71% OF BTR GRADS PLACED IN BPS ARE STILL TEACHING IN BPS IN YEAR 6. DUDLEY PROMISE CORPS SERVED OVER 350 STUDENTS IN THREE SCHOOLS. 6858600 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 1 101 0 214 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X MONIVETT ACEVEDO ACCOUNTING MANAGER 6172278055 27-43 WORMWOOD STREET SUITE 110 BOSTON MA 02210 JESSE SOLOMON BOARD MEMBER/ EXECUTIVE DI 35.00 X X 177997 0 14355 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 SIMON HESS CHIEF PROGRAM OFFICER 35.00 X 152570 0 11468 SHOMA HAQUE CHIEF OPERATING OFFICER 35.00 X 121482 0 18062 EDWARD P LIU CHIEF IMPROVEMENT OFFICER 35.00 X 117242 0 15679 MELANIE WINKLOSKY CHIEF ADVANCEMENT OFFICER 35.00 X 156087 0 8006 STEFANIE CRONIN CFO THROUGH APRIL 2016 35.00 X 120998 0 18093 846376 0 85663 6 0 1 0 0 4196023 3000640 7196663 1210 1210 OTHER REVENUE 611710 28252 28252 28252 7226125 28252 0 1210 402490 402490 967352 423795 347233 196324 2424623 2208888 199854 15881 150341 74964 55559 19818 237040 118194 87599 31247 188958 94219 69830 24909 27174 1218 25956 28411 12490 15921 12613 12013 600 35677 3039 32638 423054 188682 222526 11846 13819 9239 4414 166 44574 27498 16807 269 34344 15318 18064 962 17774 17774 CONSULTANTS AND CONTRAC 1505710 1412843 91367 1500 RESIDENT STIPENDS AND B 928312 926740 1572 PROGRAM SUPPORT AND SUP 126663 121190 5473 DUES AND SUBSCRIPTIONS 99484 58600 40301 583 94096 747180 -653108 24 7762509 6858600 599780 304129 378560 0 3102536 2554106 3754765 3841615 136574 104991 268058 145670 156732 122388 394049 93856 7923216 6716956 987342 617659 321599 21406 1308941 639065 X 2796677 2636440 3817598 3441451 6614275 6077891 7923216 6716956 -536384 0 X X 0 1 X 1 1 1 X 9508792 12994062 9322807 8778561 7196663 47800885 9508792 12994062 9322807 8778561 7196663 47800885 6636899 41163986 2431 872 601 1088 1210 6202 89666 46026 125352 58644 28252 347940 48155027 0.85480 0.84310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 321599 300194 21406 1 X 96856 37230 59626 171202 108440 62762 122388 X 7288458 62333 62333 7226125 0 7226125 7824842 62333 62333 7762509 0 7762509 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, 2016. 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 402490 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 177997 0 0 0 0 0 3462 0 10893 0 192352 0 0 0 SIMON HESS CHIEF PROGRAM OFFICER 152570 0 0 0 0 0 3462 0 8006 0 164038 0 0 0 MELANIE WINKLOSKY CHIEF ADVANCEMENT OFFICER 156087 0 0 0 0 0 0 0 8006 0 164093 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 4 THE BYLAWS WERE UPDATED TO REFLECT THE CHANGE FROM A NON-PROFIT TRUST TO A NON-PROFIT CORPORATION. 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 11 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.