2016-11-03T07:50:55-05:00 2016-06-30 135381590 BDO USA LLP 2 INTERNATIONAL PLACE 4TH FLOOR BOSTON MA 02110 990 2015-07-01 760794873 EDVESTORSINCORPORATED EDVE 6175855740 140 CLARENDON STREET SUITE 401 BOSTON MA 02116 LAURA PERILLE CEO & PRESIDENT 6175855740 2016-10-27 1 JEFFREY T ROGERS P01074284 6174220700 2015 2017-02-10 21:41:12Z X LAURA PERILLE 140 CLARENDON STREET SUITE 401 BOSTON MA 02116 3322043 0 X WWW.EDVESTORS.ORG X 2005 MA EDVESTORS IS A DYNAMIC SCHOOL CHANGE ORGANIZATION FOCUSED ON ACCELERATING SUBSTANTIVE IMPROVEMENT IN URBAN SCHOOLS. 11 11 19 87 0 0 3995971 3320812 0 0 2402 1231 0 0 3998373 3322043 1052087 1135414 0 0 1273846 1253416 0 0 441119 1336807 1166987 3662740 3555817 335633 -233774 3981658 3703083 1050792 1005991 2930866 2697092 X EDVESTORS' MISSION IS TO INCREASE THE NUMBER OF SCHOOLS IN BOSTON DELIVERING DRAMATICALLY IMPROVED EDUCATIONAL OUTCOMES FOR ALL STUDENTS. SINCE 2002, THE ENTREPRENEURIAL NON-PROFIT HAS RAISED AND DIRECTED MORE THAN $24 MILLION IN PRIVATE DONATIONS TO URBAN SCHOOLS FOR STRATEGIC IMPROVEMENT EFFORTS. IN ALL OUR WORK, EDVESTORS USES STRATEGIC PHILANTHROPY, EDUCATION EXPERTISE, AND TACTICAL SUPPORT FOR SCHOOLS AND PARTNERS TO FOSTER INNOVATION, DEVELOP SOLUTIONS, AND SPREAD KNOWLEDGE SO THAT MORE SCHOOLS CAN IMPROVE. EDVESTORS PROVIDES SEED FUNDING FOR A WIDE RANGE OF EMERGING SCHOOL IMPROVEMENT IDEAS THROUGH THE SCHOOL SOLUTIONS SEED FUND; WE DEVELOP DEMONSTRATION PROJECTS AND DISSEMINATE BEST PRACTICES THROUGH THE IMPROVING SCHOOLS INITIATIVE AND THE $100,000 SCHOOL ON THE MOVE PRIZE; AND WE DRIVE CITYWIDE, SYSTEMIC CHANGE AT SCALE AIMED AT INCREASING SCHOOL QUALITY THROUGH OUR STRATEGIC INITIATIVES, INCLUDING BPS ARTS EXPANSION AND OUR NEW WORK LAUNCHED IN 2015, ZEROING IN ON MATH. 0 0 1495799 653000 2168199 ARTS EXPANSION INITIATIVE - A MULTI-YEAR COLLABORATIVE EFFORT TO EXPAND ARTS EDUCATION WITHIN BOSTON PUBLIC SCHOOLS BY PROVIDING EQUITABLE ACCESS TO QUALITY ARTS LEARNING EXPERIENCES FOR ALL STUDENTS. THIS PUBLIC-PRIVATE PARTNERSHIP INVOLVES A LARGE AND COORDINATED NETWORK OF PARTNERS, INCLUDING SCHOOLS, ARTS INSTITUTIONS, TEACHING ARTISTS, AND FUNDERS, AMONG OTHERS. EDVESTORS IS THE LEAD IMPLEMENTATION PARTNER. 269264 84414 101382 ZEROING IN ON MATH-- AN INITIATIVE LAUNCHED IN 2015 AND SETS OUT TO DRAMATICALLY INCREASE STUDENT ACHIEVEMENT IN MIDDLE GRADES MATH ACROSS BOSTON. FOCUS ON INCREASED STUDENT ACHIEVEMENT REPRESENTS A STRATEGY FOR ENSURING MORE STUDENTS ARE PREPARED FOR RIGOROUS HIGH SCHOOL ACADEMICS AND SUCCESS IN COLLEGE AND CAREER. ZEROING IN ON MATH CURRENTLY PARTNERS WITH A COHORT OF 16 SCHOOLS TO PILOT INTERVENTION STRATEGIES TO CLOSE KNOWLEDGE AND SKILL MATH GAPS IN GRADES 4-8. THE MATH FELLOWS CONNECTS ENTHUSIASTIC AND COMMITTED MATH TEACHERS CITY-WIDE TO IDENTIFY STRATEGIES AND SOLUTIONS TO IMPROVE MATH TEACHING AND LEARNING. NOTE: BALANCE OF EXPENSES COVERED BY MULTI-YEAR GRANT RECEIVED IN PRIOR FISCAL YEAR. 458368 255000 182005 SCHOOL SOLUTIONS SEED FUND & SCHOOL-BASED INVESTMENTS. THE SEED FUND IS IN ITS SECOND FULL YEAR AND IS A NIMBLE INVESTMENT PIPELINE FOR EDUCATORS TO RECEIVE SUPPORT FOR PROBLEM-SOLVING, EXPERIMENTATION AND INNOVATION IN THEIR SCHOOLS. EACH YEAR, EDVESTORS MAKES INITIAL SEED FUND INVESTMENTS TO UP TO 10 PROMISING IDEAS, WITH A SMALLER NUMBER OF PROJECTS RECEIVING LARGER, LONGER-TERM EXPANSION GRANTS BASED ON EARLY SUCCESS AND THE POTENTIAL FOR IMPACT. GRANTEES ARE FEATURED IN THE ANNUAL SHOWCASE, WHERE DONORS HAVE A UNIQUE OPPORTUNITY TO HEAR DIRECTLY FROM PROGRAM LEADERS ABOUT THEIR STRATEGIES AND OPPORTUNITIES FOR INVESTMENT.NOTE: BALANCE OF EXPENSES COVERED BY GENERAL OPERATING REVENUE OF THE ORGANIZATION. 593902 143000 287139 OTHER PROGRAM SERVICES INCLUDES SCHOOL ON THE MOVE PRIZE, IMPROVING SCHOOLS INITIATIVE AND OTHER PROGRAMMATIC EXPENSES. SCHOOL ON THE MOVE PRIZE - IS BOSTON'S PREMIER AWARD FOR BOSTON PUBLIC SCHOOLS. THE ANNUAL PRIZE INCLUDES A MONETARY AWARD TO A RAPIDLY IMPROVING SCHOOL, WITH SMALLER GRANTS TO THE TWO FINALISTS. THE PRIZE ALSO COMES WITH PUBLIC RECOGNITION OF EXISTING PUBLIC EDUCATION SUCCESS STORIES AND THE OPPORTUNITY FOR WINNING SCHOOLS TO DOCUMENT AND SHARE REPLICABLE STRATEGIES FOR IMPROVEMENT, WHICH EDVESTORS DISSEMINATES TO THE BROADER FIELD OF URBAN EDUCATION THROUGH ANNUAL RESEARCH AND REPORTS. IMPROVING SCHOOLS INITIATIVE (ISI)- A FOUR-YEAR DEMONSTRATION PROJECT, IN PARTNERSHIP WITH THREE LOWER-PERFORMING ELEMENTARY SCHOOLS, IN WHICH EDVESTORS PROVIDES EXPERT STRATEGY AND IMPLEMENTATION SUPPORT, AS WELL AS FINANCIAL RESOURCES THAT DRIVE SCHOOL IMPROVEMENT PLANS FORWARD WITH DEPTH AND FIDELITY. THE MAJORITY OF THE WORK FOR ISI WAS COMPLETED BY JUNE 2016. 593902 143000 287139 2817333 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 41 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X LAURA PERILLE 6175855740 140 CLARENDON STREET SUITE 401 BOSTON MA 02116 WENDELL KNOX BOARD CHAIR 1.00 X X 0 0 0 DAVID SIMON BOARD TREASURER 1.00 X X 0 0 0 KATHERINE S MCHUGH BOARD VICE CHAIR & CLERK 1.00 X X 0 0 0 WILLIAM SCHAWBEL BOARD MEMBER 1.00 X 0 0 0 HARDIN COLEMAN BOARD MEMBER 1.00 X 0 0 0 IAN DEASON BOARD MEMBER 1.00 X 0 0 0 RUTH ELLEN FITCH BOARD MEMBER 1.00 X 0 0 0 KATHERINE GROSS BOARD MEMBER 1.00 X 0 0 0 FAITH PARKER BOARD MEMBER 1.00 X 0 0 0 ED ORAZEM BOARD MEMBER 1.00 X 0 0 0 PAM EDDINGER BOARD MEMBER 1.00 X 0 0 0 LAURA PERILLE PRESIDENT AND CEO 40.00 X 168713 0 4517 JANET ANDERSON EXECUTIVE VICE PRESIDENT 32.00 X 101824 0 17724 ANURADHA DESAI SENIOR VP - EXTERNAL AFFAIRS 40.00 X 170623 0 15399 441160 0 37640 3 0 1 0 0 3320812 3320812 1231 1231 3322043 0 0 1231 1135414 1135414 254250 141188 63562 49500 793247 392363 144558 256326 24355 12111 5721 6523 108148 69283 17892 20973 73416 34243 21168 18005 71735 56702 6155 8878 233257 172183 8486 52588 12845 10257 1059 1529 90949 71890 7803 11256 4265 3119 639 507 73967 55373 9759 8835 2311 1827 198 286 PROGRAM SERVICES 630393 630393 PRINTING AND PUBLICATIO 21635 17937 472 3226 COMMUNICATIONS 13537 9882 975 2680 ADMINISTRATIVE 8211 330 7874 7 3882 2838 1044 3555817 2817333 297365 441119 846018 918082 832706 1065819 1893430 1268000 21733 19278 144049 9039 0 135010 387771 296894 3981658 3703083 59024 42851 507057 387258 484711 575882 1050792 1005991 X 857052 919270 2073814 1777822 2930866 2697092 3981658 3703083 -233774 0 X X 0 1 X 1 0 X 2055129 1898228 2250258 2295971 1820812 10320398 2055129 1898228 2250258 2295971 1820812 10320398 475000 450000 585000 640000 520000 2670000 0 475000 450000 585000 640000 520000 2670000 7650398 2740 1882 1225 2402 1231 9480 2740 1882 1225 2402 1231 9480 2057869 1900110 2251483 2298373 1822043 10329878 0.74060 0.77630 0.00090 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65167 776 64391 78882 8263 70619 0 135010 DEPOSITS 10354 LONG TERM PLEDGES RECEIVABLE 286540 296894 ACCRUED LIABILITIES 99884 FUNDS HELD FOR OTHERS 475998 575882 3330610 8567 8567 3322043 0 3322043 3564384 8567 8567 3555817 0 3555817 1 ACTION FOR BOSTON COMMUNITY DEV 11 CHARLES STREET BOSTON MA 02135 042304133 10000 0 N/A ABCD AT DORCHESTER ACAD: RESTORATIVE JUSTICE, SEED FUND LEARNING GRANT 2016 ACTOR'S SHAKESPEARE PROJECT 191 HIGHLAND AVENUE SOMERVILLE MA 02143 200815685 31000 0 N/A ACTORS' SHAKESPEARE PROJECT -BDEA,LILLA FREDERICK, BRIGHTON HIGH. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. ART RESOURCE COLLABORATIVE FOR KIDS 36 BROMFIELD STREET BOSTON MA 02108 455442979 15000 0 N/A ART RESOURCE COLLABORATIVE FOR KIDS- BLACKSTONE, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. BALLETROX 45 DANFORTH STREET JAMAICA PLAIN MA 02130 043140205 32000 0 N/A BALLETROX-CURLEY, HENNIGAN, MATHER. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. BOSTON CHILDREN'S CHORUS 112 SHAWMUT AVENUE BOSTON MA 02118 651188279 25000 0 N/A BCC PD GRANT. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. BOSTON COLLEGIATE CHARTER SCHOOL 11 MAYHEW STREET DORCHESTER MA 02125 061503911 9440 0 N/A MATH INTERVENTION - ZEROING IN ON MATH 2015 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 30000 0 N/A CHARLESTOWN HIGH OBSERVATION & REFLECTION, SCHOOL SOLUTIONS SEED FUND EXPANSION BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 50000 0 N/A PJ KENNEDY ACCELERATION CLINIC, SCHOOL SOLUTIONS SEED FUND EXPANSION BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 30000 0 N/A EDISON K-8 SCHOOL TECH COHORT, SCHOOL SOLUTIONS SEED FUND EXPANSION BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 10000 0 N/A ENGLISH HIGH SCHOOL: CAREER PATHWAYS, SEED FUND LEARNING GRANT 2016 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 10000 0 N/A MADISON PARK: CTE AND ACADEMIC CURRICULUM CO-PLANNING, SEED FUND LEARNING GRANT 2016 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 10000 0 N/A BATES & HALEY SOCIAL THINKING APPROACH , SEED FUND LEARNING GRANT 2016 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 9000 0 N/A EDISON K8-AMELIA GOSSETT ARTS GRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 9000 0 N/A EXCEL HS - ROOM 13 BOSTON, ARTS GRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 10000 0 N/A GARDNER PILOT ACADEMY-ART RESOURCE COLLABORATIVE FOR KIDS& YOUNG AUDIENCES, ARTS GRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 14000 0 N/A LEE ACADEMY PILOT SCHOOL-DOTART ARTS GRANTFY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 13000 0 N/A MAKING MUSIC MATTERS-MULTIPLE, ARTS GRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 13000 0 N/A MARIO UMANA ACADEMY-ZUMIX ARTS GRANTFY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 20000 0 N/A SARAH GREENWOOD SCHOOL-YOUNG AUDIENCES. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 7000 0 N/A WARREN PRESCOTT K-8SCHOOL,BOSTON CONSERVATORY. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 10000 0 N/A BOSTON CHILDREN'S CHORUS PD, BPS ARTS PD. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 10000 0 N/A HURLEY K8 SCHOOL; SCHOOL ON THE MOVE FINALIST BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 25000 0 N/A HURLEY K8 SCHOOL; SCHOOL ON THE MOVE FINALIST - SUSTAINABILITY AWARD BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 10000 0 N/A JF KENNEDY PILOT PROJECT; SCHOOL ON THE MOVE FINALIST BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 80000 0 N/A JEREMIAH BURKE HS; SCHOOL ON THE MOVE 2015 WINNER BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 5300 3700 MATH INTERVENTION TECHNOLOGY GARDNER PILOT MATH INTERVENTION - ZEROING IN ON MATH 2015 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 2765 4616 MATH INTERVENTION TECHNOLOGY MCKAY K-8 MATH INTERVENTION - ZEROING IN ON MATH 2015 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 251805640 400 11035 MATH INTERVENTION TECHNOLOGY MILDRED AVE MIDDLE SCHOOL - ZEROING IN ON MATH BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 2970 9330 MATH INTERVENTION TECHNOLOGY EDISON K-8 MATH INTERVENTION - ZEROING IN ON MATH 2015 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR BOSTON MA 02125 222514422 25000 0 N/A ENGLISH HIGH SCHOOL SPECIAL PROJECT-TECH RANGERS BOSTON LYRIC OPERA 11 AVENUE DE LAFAYETTE BOSTON MA 02111 042469627 10000 0 N/A BLO-PD GRANT. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 2015-2016. BOSTON UNIVERSITY TRUSTEES OF PO BOX 28763 NEW YORK NY 100878763 042103547 10000 0 N/A MATH LABS IN BOSTON PUBLIC SCHOOLS (MURPHY K-8), SEED FUND LEARNING GRANT 2016 BOSTON YOUTH SYMPHONY ORCHESTRA 855 COMMONWEALTH AVENUE BOSTON MA 02215 042790069 10000 0 N/A BYSO-HALEY, ARTS EXPANSION. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 2015-2016. CENTER FOR COLLABORATIVE EDUCATION - NMHS 33 HARRISON AVENUE 6TH FLOOR BOSTON MA 02111 043241676 25000 0 N/A NEW MISSION PROJECT OCHENDO, SCHOOL SOLUTIONS SEED FUND EXPANSION CENTER FOR COLLABORATIVE EDUCATION -BINCA 33 HARRISON AVENUE 6TH FLOOR BOSTON MA 02111 043241676 5000 0 N/A BINCA-UNDERGROUND RAILWAY THEATER- 2016 GRANT. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. CITY STAGE CO 539 TREMONT STREET BOSTON MA 02116 510147180 34000 0 N/A CITY STAGE- TYNAN, HALE, KENNY. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. CMCB 34 WARREN AVENUE BOSTON MA 02116 042437973 65000 0 N/A CMCB-MULTIPLE, ARTS GRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. COMMUNITY ARTS ADVOCATES INC 39 ROBESON STREET BOSTON MA 02130 710877553 7000 0 N/A JORGE ARCE- BRIGHTON HIGH. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 2015-2016. COMPANY ONE 539 TREMONT STREET BOSTON MA 02116 043444644 35000 0 N/A COMPANY ONE - MULTIPLE SCHOOLS, ARTS GRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. CONGREGACION LEON DE JUDA 68 NORTHAMPTON STREET BOSTON MA 02118 043249194 10000 0 N/A BOSTON HERC WITH MARGARITA MUNIZ ACADEMY, SEED FUND LEARNING GRANT 2016 DEVER-MCCORMACK MIDDLE SCHOOL 315 MT VERNON STREET BOSTON MA 02125 222514422 0 6782 MATH INTERVENTION TECHNOLOGY DEVER-MCCORMACK MIDDLE SCHOOL MATH INTERVENTION - ZEROING IN ON MATH 2015 EDWARD M KENNEDY ACADEMY FOR HEALTH CARE 360 HUNTINGTON AVENUE - 102 CA BOSTON MA 02115 272438940 10000 0 N/A KENNEDY ACADEMY FOR HEALTH CAREERS- JASMIN DAVIS-SHEARER/RADIANT CREATIONS ARTS GRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. ELIOT SCHOOL OF FINE ARTS 24 ELIOT STREET BOSTON MA 02130 042173050 79000 0 N/A ELIOT SCHOOL OF FINE & APPLIED ARTS-MULTIPLE, ARTSGRANT FY2016 AND WALLACE III PD GRANT. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. HANDEL AND HAYDN SOCIETY 9 HARCOURT STREET BOSTON MA 02116 042126598 7000 0 N/A HANDEL AND HAYDN SOCIETY- PERKINS. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 2015-2016. HOME FOR LITTLE WANDERERS 10 GUEST STREET BOSTON MA 02135 042104764 10000 0 N/A HOME FOR LITTLE WANDERERS: TRAUMA PILOT AT MATTAHUNT SCHOOL, SEED FUND LEARNING GRANT 2016 HOME INC 566 COLUMBUS AVENUE BOSTON MA 02118 042635141 14000 0 N/A HOME INC.-TECH BOSTON ACADEMY, ARTS GRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. HUNTINGTON THEATER COMPANY 264 HUNTINGTON AVENUE BOSTON MA 02115 222659560 17000 0 N/A HUNTINGTON THEATER- MULTIPLE SCHOOLS. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 2015-2016. HYDE SQUARE TASK FORCE INC 351 CENTRE STREET JAMAICA PLAIN MA 02130 043118543 30000 0 N/A HSTF-MULTIPLE SCHOOLS. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 2015-2016. KIPP MASSACHUSETTS 90 HIGH ROCK STREET LYNN MA 01902 464881350 10000 0 N/A KIPP ACADEMY BOSTON ELEMENTARY K-COLLEGE, SCHOOL SOLUTIONS SEED FUND EXPANSION KIPP MASSACHUSETTS 90 HIGH ROCK STREET LYNN MA 01902 464881350 10000 0 N/A KIPP NO NONSENSE NURTURER, SEED FUND LEARNING GRANT 2016 MASS LEAP 549 COLUMBUS AVENUE BOSTON MA 02118 270584283 22000 0 N/A MASS-LEAP URBAN SCIENCE, SNOWDEN INTL, BDEA ARTS GRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. METROPOLITAN OPERA GUILD 70 LINCOLN CENTER 6TH FLOOR NEW YORK NY 100236593 131681983 18000 0 N/A METROPOLITAN OPERA GUILD-EVERETT ELEMENTARY, HURLEY K-8,ARTSGRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. NORTH BENNET STREET SCHOOL 150 NORTH STREET BOSTON MA 02109 042103830 10000 0 N/A BPS PIANO TUNING 2015-2016, ARTS PROGRAM 2016, ARTS EXPANSION. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. NORTH END MUSIC AND PERFORMING ARTS CENTER 16 CHARTER STREET R BOSTON MA 02113 043545228 5000 0 N/A NEMPAC-ELIOT K-8. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 2015-2016. ORIGINATION PO BOX 191878 BOSTON MA 02119 043346266 15000 0 N/A ORIGINATION CULTURAL ARTS CTR-ACC, TROTTER SCHOOL ARTS GRANT 2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. PRESSPASS TV 130 WARREN STREET BOSTON MA 02119 800214659 32000 0 N/A PRESS PASS TV-MULTIPLE ARTS GRANT 2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. ROOSEVELT K-8 SCHOOL 95 NEEDHAM ROAD HYDE PARK MA 02136 222514422 0 7940 MATH INTERVENTION TECHNOLOGY ROOSEVELT K-8 SCHOOL MATH INTERVENTION - ZEROING IN ON MATH 2015 SOCIEDAD LATINA INC 1530 TREMONT STREET ROXBURY MA 02120 042678255 32000 0 N/A SOCIEDAD LATINA-TIMILTY MIDDLE, TOBINK-8,BINCA ARTS GRANT 2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. TECHBOSTON ACADEMY 9 PEACEVALE ROAD BOSTON MA 02124 043241676 0 12450 MATH INTERVENTION TECHNOLOGY TECHBOSTON ACADEMY MATH INTERVENTION - ZEROING IN ON MATH 2015 UNITED NATIONS ASSOC OF GREATER BOSTON 10 WINTER PLACE BOSTON MA 02108 237182195 10000 0 N/A UNAGB AT JOSIAH QUINCY ELEMENTARY 5TH GRADE, SEED FUND LEARNING GRANT 2016 UNITED SOUTH END SETTLEMENTS 566 COLUMBUS AVE BOSTON MA 02118 042014280 8000 0 N/A USES-BLACKSTONE INNOVATION SCHOOL ARTS GRANT 2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. USES 566 COLUMBUS AVE BOSTON MA 02118 042104280 5000 0 N/A USES-BLACKSTONE, ARTS GRANTS 2015. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 2015-2016. VSA MASSACHUSETTS 89 SOUTH STREET SUITE 101 BOSTON MA 02111 042699540 45000 0 N/A VSA - PD GRANT, WALLACE III. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. WEST END HOUSE INC 105 ALLSTON ALLSTON MA 02134 042105825 12000 0 N/A JACKSON MANNK-8-WEST END HOUSE, ARTSGRANT FY2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 8 2016-2017. WHEELOCK FAMILY THEATRE 200 THE RIVERWAY BOSTON MA 02215 042103639 19000 0 N/A WHEELOCK FAMILY THEATRE-HORACE MANN. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 2015-2016. ZUMIX 260 SUMNER STREET EAST BOSTON MA 02128 043132674 27000 0 N/A ZUMIX-EAST BOSTON HS ARTS GRANT 2016. TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS. ROUND 7 & 8 2015-2017. 66 FORM 990, PART IX, LINE 1 EDVESTORS MONITORS THE USE OF GRANTS IN DIFFERENT WAYS FOR EACH PROGRAM AREA. FOR SEED FUND LEARNING GRANTS, RECIPIENTS SUBMIT A PROJECT-END REPORT IN MAY, AND RECEIVE A SITE VISIT OR PHONE CALL IN THE SPRING. ONE-YEAR SEED FUND EXPANSION GRANT RECIPIENTS PARTICIPATE IN A FALL PHONE CALL AND SUBMIT A YEAR-END REPORT IN JUNE. FOR ONE-YEAR GRANTS THROUGH THE ARTS EXPANSION INITIATIVE, A PRELIMINARY REPORT IS DUE IN NOVEMBER AND A FINAL REPORT DUE IN JUNE. ONE-YEAR ZEROING-IN-ON-MATH GRANT RECIPIENTS RECEIVE ONGOING SUPPORT AND SUBMIT A YEAR-END REPORT IN JUNE. X X X 0 0 0 0 0 0 0 0 0 LAURA PERILLE PRESIDENT AND CEO 162713 0 6000 0 0 0 2660 0 1857 0 173230 0 0 0 ANURADHA DESAI SENIOR VP - EXTERNAL AFFAIRS 165623 0 5000 0 0 0 2674 0 12725 0 186022 0 0 0 PART I, LINE 3 THE PROCESS FOR DETERMINING COMPENSATION FOR TOP ORGANIZATION POSITIONS, INCLUDING CEO & PRESIDENT AND OTHER KEY EMPLOYEES IS AS FOLLOWS: (A) ANNUAL PERFORMANCE AND SALARY/COMPENSATION REVIEW BY CEO & PRESIDENT FOR TOP MANAGEMENT AND KEY EMPLOYEES AND BY THE GOVERNING BOARD EXECUTIVE COMMITTEE FOR CEO & PRESIDENT, WITH FINAL APPROVAL BY FULL GOVERNING BOARD, AT RECOMMENDATION OF EXECUTIVE COMMITTEE, AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. (B) COMPARABILITY DATA IS GATHERED TO INFORM RECOMMENDED SALARY LEVELS FOR ALL NEWLY CREATED MANAGEMENT AND KEY EMPLOYEE POSITIONS. (C) EDVESTORS MANAGEMENT WILL INSTITUTE A SALARY COMPENSATION REVIEW EVERY 2-3 YEARS (OR FIND COMPARABLE EXISTING REPORT FROM EXTERNAL SOURCE) FOR CURRENT KEY EMPLOYEE POSITIONS. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD WILL HAVE THE OPPORTUNITY TO REVIEW THE FORM 990. THE FORM 990 WILL THEN BE SHARED WITH ALL MEMBERS OF THE GOVERNING BOARD PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C GOVERNING BOARD OFFICERS AND MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. A CONFLICT OF INTEREST FORM WILL BE UPDATED BY EACH BOARD MEMBER AND SUBMITTED TO EDVESTORS MANAGEMENT, IN ADVANCE OF THE ANNUAL MEETING EACH SEPTEMBER AND THROUGHOUT THE YEAR AS NEW MEMBERS JOIN THE GOVERNING BOARD. MEMBERS ARE REQUIRED TO INFORM THE BOARD CHAIR OF ANY POTENTIAL CONFLICTS AND NEED TO RECUSE THEMSELVES FROM VOTING ON ANY ACTION ITEMS FOR WHICH THEY HAVE A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR TOP ORGANIZATION POSITIONS, INCLUDING CEO AND OTHER KEY EMPLOYEES IS AS FOLLOWS: (A) ANNUAL PERFORMANCE AND SALARY/COMPENSATION REVIEW BY CEO FOR TOP MANAGEMENT AND KEY EMPLOYEES AND BY THE GOVERNING BOARD EXECUTIVE COMMITTEE FOR CEO WITH FINAL APPROVAL BY FULL GOVERNING BOARD, AT RECOMMENDATION OF EXECUTIVE COMMITTEE, AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. (B) COMPARABILITY DATA IS GATHERED TO INFORM RECOMMENDED SALARY LEVELS FOR ALL NEWLY CREATED MANAGEMENT AND KEY EMPLOYEE POSITIONS. (C) EDVESTORS MANAGEMENT WILL INSTITUTE A SALARY COMPENSATION REVIEW EVERY 2-3 YEARS (OR FIND COMPARABLE EXISTING REPORT FROM EXTERNAL SOURCE) FOR CURRENT KEY EMPLOYEE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 EDVESTORS MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. IN ADDITION, ANNUAL FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS DIVISION OF CHARITIES AND ARE AVAILABLE FOR PUBLIC VIEWING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. NO CHANGES HAVE BEEN MADE TO THIS PROCESS FROM THE PRIOR YEAR.