2016-11-14T12:18:10-06:00 2016-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2015-07-01 061503911 BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC BOST 6172826710 215 SYDNEY STREET DORCHESTER MA 02125 SHANNAH VARON EXECUTIVE DIRECTOR 6172651172 2016-11-10 1 JOHN BUCKLEY P00830631 5083669100 2016-11-08 2015 2017-02-10 21:41:12Z SHANNAH VARON 215 SYDNEY STREET DORCHESTER MA 02125 2190692 0 X BOSTONCOLLEGIATE.ORG X 1998 MA TO BENEFIT BOSTON COLLEGIATE CHARTER SCHOOL (THE SCHOOL), A MASSACHUSETTS CHARTER SCHOOL, AND, IN PARTICULAR TO: 1.PROVIDE SERVICES TO, MANAGE FUNDS AND OTHER ASSETS FOR, AND OTHERWISE SUPPORT THE FUNCTIONS OF AND/OR TO CARRY OUT THE PURPOSES OF THE SCHOOL;2.OWN, ACQUIRE, LEASE AND/OR MAINTAIN REAL ESTATE FOR THE SCHOOL'S OPERATIONS3.PROVIDE FINANCIAL SUPPORT AND SERVICES FOR THE SCHOOL. 6 6 0 0 0 0 802221 899908 659041 0 679263 1017484 175765 197391 2316290 2114783 680000 293640 0 0 0 0 0 0 25000 605947 796872 1285947 1090512 1030343 1024271 28924940 30323983 11639361 12014133 17285579 18309850 X TO PROMOTE THE FINANCIAL WELL-BEING OF BOSTON COLLEGIATE CHARTER SCHOOL, BY SOLICITING, RECEIVING AND ADMINISTERING FUNDS FOR CONSTRUCTION, OPERATION AND MAINTENANCE OF A PERMANENT HOME FOR THE SCHOOL. 0 0 978523 293640 THE BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION SUPPORTS BOSTON COLLEGIATE CHARTER SCHOOL (BCCS), PROVIDING FUNDING, FACILITIES AND OTHER SUPPORT. IN ADDITION TO GENERAL SUPPORT, THE FOUNDATION RAISED FUNDS FOR SPECIFIC PROGRAMS. FOR EXAMPLE, THE FOUNDATION GRANTS SUPPORT STUDENT ACTIVITIES THAT COMPLEMENT CORE ACADEMIC PROGRAMMING AND SUPPORT BCCS'S MISSION OF PREPARING EACH STUDENT FOR COLLEGE; ROBUST ARTS PROGRAMMING (VISUAL, PERFORMING, INDUSTRIAL); ACADEMIC SUPPORT (SUMMER ACADEMY, SATURDAY LEARNING CENTER); ALUMNI PROGRAMMING; AND PROGRAMS IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM), INCLUDING ROBOTICS CLUB AND SUMMER I2 ROBOTICS CAMP. THE FOUNDATION ALSO STEWARDS RESOURCES DIRECTED TO THE BCCS CAPACITY TO LEAD CAMPAIGN, A CAPITAL CAMPAIGN TO ENSURE THAT BCCS STUDENTS HAVE ACCESS TO FACILITIES THAT WILL PREPARE THEM FOR COLLEGE. HERE ARE SOME OF THE OUTCOMES THAT THIS FUNDING HAS ENABLED AT BCCS, AN INNER-CITY, VERY DIVERSE SCHOOL OF NEARLY 700 THAT ADMITS STUDENTS BY LOTTERY:LAST YEAR, AS IN EVERY YEAR SINCE 2004, 100% OF BCCS GRADUATES HAVE EARNED ACCEPTANCE FOR A FOUR-YEAR COLLEGE.BCCS'S GRADUATES' SUCCESS IN COLLEGE PERSISTENCE CONTINUED THIS YEAR. 97% OF OUR COLLEGE FRESHMEN TOLD US ON OUR ALUMNI SURVEY THAT BOSTON COLLEGIATE CHARTER SCHOOL EITHER PREPARED OR OVER-PREPARED THEM FOR COLLEGE-LEVEL ACADEMICS, AND OF OUR TOTAL GRADUATES SINCE 2010, OVER 80% ARE EITHER CURRENTLY ENROLLED IN OR HAVE GRADUATED FROM COLLEGE DESPITE THE RATE OF COLLEGE GRADUATION FOR URBAN YOUTH NATIONALLY BEING LESS THAN 10%.ACADEMIC SUCCESS AS MEASURED BY STANDARDIZED TESTING CONTINUED:A. 100% OF BCCS 10TH GRADE STUDENTS SCORED ADVANCED OR PROFICIENT ON THE 2016 ELA MCAS EXAM, AND 96% SCORED ADVANCED OR PROFICIENT ON THE 2016 MATH MCAS EXAM.B. MORE ADVANCED PLACEMENT TESTS THAN EVER WERE TAKEN IN 2016, WITH MORE THAN 50% OF THE EXAMS RECEIVING SCORES THAT QUALIFY STUDENTS FOR COLLEGE CREDIT. IN AP LITERATURE, THIS RATE WAS 75%.IN 2016, U.S. NEWS AND WORLD REPORT RANKED BOSTON COLLEGIATE CHARTER SCHOOL AS THE #6 HIGH SCHOOL IN MASSACHUSETTS, OUTSCORING A LARGE NUMBER OF HIGH-CALIBER, WELL-REGARDED SUBURBAN HIGH SCHOOLS. 978523 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X THE CORPORATION 6172651172 215 SYDNEY STREET DORCHESTER MA 02125 X BRETT PEISER DIRECTOR 0.50 X 0 0 0 NEIL OLKEN TREASURER 0.50 X X 0 0 0 SUSAN FORTIN DIRECTOR 0.50 X 0 0 0 CHRIS CHURCHILL CLERK 0.50 X X 0 0 0 CHARLES CASSIDY PRESIDENT 0.50 X X 0 0 0 KATHLEEN SULLIVAN DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 14525 885383 899908 1017484 1017484 273300 14525 75909 197391 197391 2114783 0 0 1214875 X 293640 293640 100000 75000 25000 11989 11989 283896 283896 32258 32258 14462 14462 100 100 170889 170889 173584 173584 MISCELLANEOUS EXPENSE 9694 9694 1090512 978523 86989 25000 12238 9456436 10782235 84694 570000 13545916 13299068 3868 6608009 947567 5834026 5660442 28924940 30323983 99777 11599675 11761762 39686 152594 11639361 12014133 X 17200885 17729850 84694 580000 17285579 18309850 28924940 30323983 1024271 0 X X 0 1 X 1 0 X 955363 385214 1254050 802221 899908 4296756 955363 385214 1254050 802221 899908 4296756 2790463 1506293 444237 455468 448900 679263 1017484 3045352 109254 109254 7451362 3251180 0.20220 0.19150 X BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION, INC. (THE "FOUNDATION") QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION BECAUSE IT COMFORTABLY SATISFIES THE FACTS AND CIRCUMSTANCES TEST, PURSUANT TO TREAS. REG. 1.170A-9(F)(3). TEN-PERCENT SUPPORT LIMITATION: THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE FOR FISCAL YEAR 2016 WAS OVER 20%. ATTRACTION OF PUBLIC SUPPORT: THE FOUNDATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS DUE TO ITS PUBLIC CHARITABLE MISSION. THE FOUNDATION IS ORGANIZED AND OPERATED TO SUPPORT BOSTON COLLEGIATE CHARTER SCHOOL, A MASSACHUSETTS PUBLIC CHARTER SCHOOL (THE "SCHOOL"). THE SCHOOL IS A PUBLIC INSTITUTION WHICH SERVES OVER 665 STUDENTS CHOSEN BY RANDOM PUBLIC LOTTERY AND HAS RECEIVED AN INCREASING NUMBER OF APPLICATIONS EACH YEAR; THE SCHOOL CURRENTLY HAS A WAITING LIST OF OVER 2,100 STUDENTS. DUE TO ITS RELATIONSHIP WITH THE SCHOOL, THE FOUNDATION IS ALSO SUBJECT TO PUBLIC OVERSIGHT; ITS FINANCIALS ARE COMBINED WITH THE SCHOOL'S FINANCIALS, AND ARE SUBMITTED TO THE MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION ON AN ANNUAL BASIS.CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS: THE FOUNDATION'S FUNDRAISING ACTIVITIES INCLUDE AN ANNUAL EVENT AND AN ANNUAL APPEAL MAILING. THE FOUNDATION SENDS APPEALS TO APPROXIMATELY 700 INDIVIDUALS AND ENTITIES ANNUALLY. ALTOGETHER THE FOUNDATION RAISED OVER $800,000 IN 2016. THE FOUNDATION INVITES POTENTIAL DONORS TO VISIT THE SCHOOL AND TO ATTEND BOTH SPECIAL CULTIVATION EVENTS AND ROUTINE SCHOOL EVENTS. THE FOUNDATION HAS INITIATED A CAPITAL CAMPAIGN THAT IS EXPECTED TO ATTRACT NEW DONORS AND CONTINUE TO INCREASE PUBLIC SUPPORT OVER THE NEXT FEW YEARS. THE FOUNDATION HAS EXPANDED ITS FUNDRAISING PROGRAM SIGNIFICANTLY OVER THE LAST FEW YEARS, INCREASING THE AMOUNT OF CONTRIBUTIONS RECEIVED AND EXPANDING ITS DONOR BASE, AND EXPECTS TO CONTINUE TO DO SO. PERCENTAGE OF FINANCIAL SUPPORT: IN 2016, THE PUBLIC SUPPORT PERCENTAGE FOR THE FOUNDATION WAS OVER 20%. THE FOUNDATION EXPECTS ITS PUBLIC SUPPORT PERCENTAGE TO CONTINUE TO EXCEED 10% BY A SIGNIFICANT MARGIN IN THE FUTURE.SOURCES OF SUPPORT: MOVING FORWARD, THE FOUNDATION EXPECTS TO RECEIVE FEWER FUNDS FROM REVENUE SOURCES THAT DO NOT QUALIFY AS PUBLIC SUPPORT AND EXPECTS TO RECEIVE A GREATER PERCENTAGE OF ITS REVENUE FROM GIFTS, GRANTS, AND CONTRIBUTIONS. REPRESENTATIVE GOVERNING BODY: THE FOUNDATION'S BOARD OF DIRECTORS REPRESENTS THE BROAD INTERESTS OF THE PUBLIC, RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. THE FOUNDATION'S BOARD OF DIRECTORS IS COMPOSED OF THE FOLLOWING DIRECTORS:CHARLES CASSIDY, DIRECTOR AND BOARD CHAIR: MR. CASSIDY HAS HAD A LONG CAREER AS AN OPERATIONS LEADER AND GLOBAL MANAGEMENT CONSULTANT. HE RETIRED FROM CAMBRIDGE ASSOCIATES AT THE END OF 2014 WHERE HE WAS MANAGING DIRECTOR OF THE BUSINESS RISK MANAGEMENT TEAM. MR. CASSIDY CURRENTLY SERVES AS ADVISOR AT LIGHTHOUSE LLC AND ALPHAPIPE AND AS CEO OF CTCASSIDY LLC.HE IS A FORMER TRUSTEE OF BOSTON COLLEGIATE CHARTER SCHOOL AND THE MASSACHUSETTS CHARTER PUBLIC SCHOOL ASSOCIATION.HE IS A GRADUATE OF THE UNIVERSITY OF NEW HAMPSHIRE AND HARVARD BUSINESS SCHOOL.KATHLEEN SULLIVAN, DIRECTOR: MS. SULLIVAN IS AN ASSOCIATE DIRECTOR AT UNCOMMON SCHOOLS, WHERE SHE SUPPORTS EXCELLENCE IN HIGH SCHOOLS AND TEACHER COACHING PROGRAMMING. PRIOR TO JOINING UNCOMMON SCHOOLS, MS. SULLIVAN SERVED FOR SIX YEARS AS EXECUTIVE DIRECTOR OF BOSTON COLLEGIATE CHARTER SCHOOL. BEFORE BECOMING EXECUTIVE DIRECTOR, MS. SULLIVAN TAUGHT ENGLISH, WAS A DEPARTMENT HEAD, AND WAS THE DEAN OF ADMINISTRATION AT BCCS. MS. SULLIVAN BEGAN HER CAREER IN EDUCATION AS A HIGH SCHOOL ENGLISH TEACHER IN THE MISSISSIPPI DELTA AND IN MIGRANT FARMWORKER COMMUNITIES IN FLORIDA AND NORTH CAROLINA. MS. SULLIVAN EARNED A BACHELOR OF ARTS DEGREE IN ENGLISH FROM WILLIAMS COLLEGE AND A MASTER OF ARTS IN TEACHING DEGREE FROM THE UNIVERSITY OF MISSISSIPPI.SUSAN FORTIN, DIRECTOR: MS. FORTIN IS ONE OF THE FOUNDERS OF BOSTON COLLEGIATE CHARTER SCHOOL. SHE IS CURRENTLY AN INDEPENDENT EDUCATION MANAGEMENT PROFESSIONAL.MS. FORTIN WAS EDUCATED AT WILLIAMS COLLEGE AND THE JOHN F. KENNEDY SCHOOL AT HARVARD UNIVERSITY.CHRIS CHURCHILL, DIRECTOR AND CLERK: MR. CHURCHILL IS SVP GROWTH STRATEGIES AT FRESENIUS MEDICAL CARE. PRIOR TO THIS POSITION HE WAS A SENIOR VICE PRESIDENT AT IRON MOUNTAIN. HE WAS FORMERLY A SENIOR CONSULTANT AT COHASSET ASSOCIATES AND VICE PRESIDENT OF DOCUMENT MANAGEMENT SOLUTIONS AT ARCHIVESONE, INC. HE ALSO SERVES ON THE BOARD OF TRUSTEES OF SCHOLARS CHARTER SCHOOL AND IS A FORMER TRUSTEE OF BOSTON COLLEGIATE CHARTER SCHOOL.MR. CHURCHILL WAS EDUCATED AT PRINCETON UNIVERSITY AND HARVARD BUSINESS SCHOOL.NEIL OLKEN, DIRECTOR AND TREASURER: MR. OLKEN IS THE FORMER PRESIDENT, DYECRAFTSMEN, INC. CURRENTLY RETIRED. MR. OLKEN IS ACTIVELY INVOLVED IN VOLUNTEER EFFORTS ON BEHALF OF BOTH OF HIS ALMA MATERS HARVARD UNIVERSITY AND HARVARD BUSINESS SCHOOL. HE IS A FORMER TRUSTEE OF BOSTON COLLEGIATE CHARTER SCHOOL.BRETT PEISER, DIRECTOR: MR. PEISER IS THE CHIEF EXECUTIVE OFFICER OF UNCOMMON SCHOOLS. PRIOR TO BECOMING CEO IN JULY 2012, MR. PEISER SERVED AS FOUNDING MANAGING DIRECTOR OF UNCOMMON SCHOOLS NEW YORK CITY. AS MANAGING DIRECTOR, HE OVERSAW A NETWORK OF 14 SCHOOLS IN BROOKLYN, SERVING OVER 3,000 ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS. MR. PEISER IS A FOUNDER AND THE FORMER PRINCIPAL AND EXECUTIVE DIRECTOR OF BOSTON COLLEGIATE CHARTER SCHOOL.MR. PEISER IS ALSO A FORMER HISTORY TEACHER. HE RECEIVED A BA FROM BROWN UNIVERSITY AND A MPP DEGREE FROM THE JOHN F. KENNEDY SCHOOL OF GOVERNMENT AT HARVARD UNIVERSITY.IN ADDITION TO THE FOUNDATION'S DIRECTORS, HAVEN LADD, BOSTON COLLEGIATE CHARTER SCHOOL TREASURER REGULARLY PARTICIPATES IN THE FOUNDATION'S BOARD MEETINGS. MR. LADD IS THE LIAISON BETWEEN THE BCCS BOARD, AND THE BCCS FOUNDATION BOARD: MR. LADD IS A PARTNER WITH THE PARTHENON GROUP/EY IN BOSTON. MR. LADD JOINED THE FIRM IN 1997 AND IS A MEMBER OF THE FIRM'S EDUCATION PRACTICE. MR. LADD FOCUSES ON STRATEGIC ISSUES FACING COMPANIES AND SCHOOLS IN THE U.S. EDUCATION MARKET. HE SERVES ON THE BOARDS OF THE NATIONAL DROPOUT PREVENTION NETWORK AND THE LANDING SCHOOL, AN INDEPENDENT COLLEGE IN ARUNDEL, MAINE.MR. LADD RECEIVED HIS UNDERGRADUATE DEGREE FROM HARVARD UNIVERSITY. HE RECEIVED HIS M.B.A., FROM THE TUCK SCHOOL OF BUSINESS AT DARTMOUTH.ADDITIONALLY, A BROAD RANGE OF INDIVIDUALS PARTICIPATE IN THE FOUNDATION'S EVENT PLANNING COMMITTEE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1400000 1400000 5208009 947567 4260442 5660442 DUE TO BCCS 152594 152594 TRIVIA NIGHT 287825 14525 273300 5610 55335 14964 287825 14525 273300 5610 55335 14964 75909 197391 1 BOSTON COLLEGIATE CHARTER SCHOOL 215 SYDNEY STREET DORCHESTER MA 02125 043413649 170(B)(1)(A)(II) 293640 N/A N/A OPERATING SUPPORT TO THE SCHOOL 1 PART I, LINE 2: THE GRANT FUNDS ARE MONITORED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS BASED OFF OF THE AUDITED FINANCIAL STATEMENTS, WHICH ARE PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL. A COPY OF THE RETURN IS PROVIDED TO ALL DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A SUMMARY OF THE COMPLETED DISCLOSURE FORMS IS PROVIDED TO THE BOARD CHAIR WHO MONITORS CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG AND COPIES OF THE RETURN ARE AVAILABLE FROM THE FOUNDATION BY REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 77,046. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,046. COST TO PURCHASE REAL ESTATE: PROGRAM SERVICE EXPENSES 206,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 206,850. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR. BOSTON COLLEGIATE CHARTER SCHOOL 215 SYDNEY STREET DORCHESTER MA 02125 043413649 TO PREPARE STUDENTS FOR COLLEGE MA 170(B)(1)(A)(6) N/A N/A 0 BCCS MANAGEMENT CORPORATION 215 SYDNEY STREET DORCHESTER MA 02125 261925098 TO MANAGE BCCS QALICB MA 501(C)(3) 509(A)(3) N/A 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 BOSTON COLLEGIATE CHARTER SCHOOL B 293640 AMOUNT OF GRANT TO SCHOOL BOSTON COLLEGIATE CHARTER SCHOOL J 13299068 AMOUNT OF CAPITAL LEASE OWED BOSTON COLLEGIATE CHARTER SCHOOL M 100000 AMOUNT OF SERVICE PROVIDED BOSTON COLLEGIATE CHARTER SCHOOL J 246848 AMOUNT OF LEASE PAYMENT FROM SCH BOSTON COLLEGIATE CHARTER SCHOOL J 932878 INTEREST PAYMENTS ON LEASE