BPE INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BPE INC (EIN 22-2667403)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-01-11
IRS object ID
201600119349301650
Schema version
2014v6.0
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)
Return2016-01-11T16:10:53-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Line121 EAST MAIN STREETAddressLine1Txt
CityWESTBOROCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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
Signature2016-01-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES J WEBB CPAPreparerPersonNm
PTINP01584539PTIN
Phone5083669100PhoneNum
Preparation2016-01-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

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$8,838,293GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BPE.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
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 500 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 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 Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee221TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,322,807PYContributionsGrantsAmt
CY Contributions Grants$8,778,561CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$601PYInvestmentIncomeAmt
CY Investment Income$1,088CYInvestmentIncomeAmt
PY Other Revenue$125,352PYOtherRevenueAmt
CY Other Revenue$58,644CYOtherRevenueAmt
PY Total Revenue$9,448,760PYTotalRevenueAmt
CY Total Revenue$8,838,293CYTotalRevenueAmt
PY Grants And Similar Paid$1,695,952PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,011,881CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,220,147PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,459,693CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$306,319CYTotalFundraisingExpenseAmt
PY Other Expenses$3,178,602PYOtherExpensesAmt
CY Other Expenses$3,242,832CYOtherExpensesAmt
PY Total Expenses$9,094,701PYTotalExpensesAmt
CY Total Expenses$9,714,406CYTotalExpensesAmt
PY Revenues Less Expenses$354,059PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$876,113CYRevenuesLessExpensesAmt
Total Assets BOY$9,146,923TotalAssetsBOYAmt
Total Assets EOY$7,923,216TotalAssetsEOYAmt
Total Liabilities BOY$1,656,535TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,308,941TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,490,388NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,614,275NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE PART I LINE 1.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,967,314ExpenseAmt
Grant$2,011,881GrantAmt
Revenue$58,644RevenueAmt
DescREDESIGN 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, 62% OF STUDENTS WERE READING AT OR ABOVE GRADE LEVEL IN JUNE 2015. 71% OF STUDENTS MET OR EXCEEDED GROWTH TARGETS. ATTENDANCE RATE WAS 95%. THE BOSTON TEACHER RESIDENCY SERVED OVER 20,000 STUDENTS IN BOSTON'S SCHOOLS.THIRTY-ONE NEW TEACHERS GRADUATED FROM THE PROGRAM AND 94% OF THEM WERE HIRED BY BOSTON'S PUBLIC SCHOOLS. THEY JOIN OVER 500 GRADUATES TEACHING IN BPS, ABOUT HALF OF WHOM ARE PEOPLE OF COLOR. BTR GRADUATES CONTINUE TO POST HIGHER RETENTION RATES THAN OTHER BOSTON TEACHERS. 91% HAVE SERVED AT LEAST THREE YEARS INSIDE A BPS SCHOOL AND OVER 77% HAVE SERVED AT LEAST FIVE YEARS. DUDLEY PROMISE CORPS SERVED OVER 350 STUDENTS IN TWO SCHOOLS. AT THE DUDLEY STREET SCHOOL, 70% OF TEACHERS AGREE OR STRONGLY AGREE THAT "DPC MEMBERS WERE AN IMPORTANT RESOURCE IN HELPING SUPPORT LITERACY EFFORTS IN THE CLASSROOM THIS YEAR." 83% AGREE OF STRONGLY AGREE THAT "DPC MEMBERS WERE AN IMPORTANT RESOURCE IN HELPING ME ENGAGE STUDENTS THIS YEAR." 77% AGREE OR STRONGLY AGREE THAT "DPC CONTRIBUTED TO BUILDING POSITIVE SCHOOL CULTURE FOR STUDENTS THIS YEAR." BPE PRESENTED AT 21 CONFERENCES THIS YEAR AND CONSULTED WITH 13 OTHER ORGANIZATIONS TO SHARE OUR WORK. BPE CONTINUED TOT CONVENE THE BOSTON SCHOOL DATA NETWORK.Desc
Total Program Service Expenses$7,967,314TotalProgramServiceExpensesAmt
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 Document112IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee221EmployeeCnt
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
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 Line1STEFANIE CRONIN CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172750712PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JESSE SOLOMON
BOARD MEMBER/ EXECUTIVE DI35.00Yes (X)Yes (X)$173,550$0$32,187
MAURA BANTA
BOARD MEMBER0.50Yes (X)$0$0$0
JOHN BARROS
BOARD MEMBER0.50Yes (X)$0$0$0
RICHARD M BURNES
BOARD MEMBER0.50Yes (X)$0$0$0
ALBERTO VASALLO III
BOARD MEMBER0.50Yes (X)$0$0$0
ROBERT E GALLERY
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
JOANNA JACOBSON
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
SIMON HESS
CHIEF PROGRAM OFFICER35.00Yes (X)$146,991$0$22,469
SHOMA HAQUE
CHIEF OPERATING OFFICER35.00Yes (X)$116,498$0$12,599
EDWARD P LIU
CHIEF IMPROVEMENT OFFICER35.00Yes (X)$109,176$0$17,336
MELANIE WINKLOSKY
CHIEF ADVANCEMENT OFFICER35.00Yes (X)$145,042$0$8,338
STEFANIE CRONIN
CHIEF FINANCIAL OFFICER35.00Yes (X)$89,807$0$6,659
FieldValueIRS element (for citing)
Total Reportable Comp From Org$781,064TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$99,588TotalOtherCompensationAmt
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$6,380,072GovernmentGrantsAmt
All Other Contributions$2,398,489AllOtherContributionsAmt
Total Contributions$8,778,561TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,088TotalRevenueColumnAmt
Exclusion$1,088ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business611710BusinessCd
Total Revenue Column$58,644TotalRevenueColumnAmt
Related Or Exempt Func Income$58,644RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$58,644OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,838,293TotalRevenueColumnAmt
Related Or Exempt Func Income$58,644RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,088ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,011,881TotalAmt
Program Services$2,011,881ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$975,247TotalAmt
Program Services$381,766ProgramServicesAmt
Management And General$422,318ManagementAndGeneralAmt
Fundraising$171,163FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,903,938TotalAmt
Program Services$2,483,154ProgramServicesAmt
Management And General$335,758ManagementAndGeneralAmt
Fundraising$85,026FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$96,034TotalAmt
Program Services$81,112ProgramServicesAmt
Management And General$14,229ManagementAndGeneralAmt
Fundraising$693FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$226,332TotalAmt
Program Services$172,974ProgramServicesAmt
Management And General$48,488ManagementAndGeneralAmt
Fundraising$4,870FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$258,142TotalAmt
Program Services$177,447ProgramServicesAmt
Management And General$66,792ManagementAndGeneralAmt
Fundraising$13,903FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$37,827TotalAmt
Program Services$24,464ProgramServicesAmt
Management And General$13,363ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,400TotalAmt
Program Services$4,265ProgramServicesAmt
Management And General$21,135ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,614TotalAmt
Program Services$8,464ProgramServicesAmt
Management And General$150ManagementAndGeneralAmt
Fundraising$2,000FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$28,529TotalAmt
Program Services$3,591ProgramServicesAmt
Management And General$24,938ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$404,951TotalAmt
Program Services$180,409ProgramServicesAmt
Management And General$213,155ManagementAndGeneralAmt
Fundraising$11,387FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30,157TotalAmt
Program Services$23,497ProgramServicesAmt
Management And General$6,619ManagementAndGeneralAmt
Fundraising$41FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$96,326TotalAmt
Program Services$67,022ProgramServicesAmt
Management And General$28,825ManagementAndGeneralAmt
Fundraising$479FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$37,009TotalAmt
Program Services$17,117ProgramServicesAmt
Management And General$18,967ManagementAndGeneralAmt
Fundraising$925FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,496TotalAmt
Management And General$8,496ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONSULTANTS AND CONTRAC$1,174,106$1,070,474$90,257$13,375
RESIDENT STIPENDS AND B$939,224$939,224
PROGRAM SUPPORT AND SUP$117,236$116,295$941
AWARDS TO TEACHERS$111,203$111,203

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$221,754TotalAmt
Program Services$92,955ProgramServicesAmt
Management And General$126,342ManagementAndGeneralAmt
Fundraising$2,457FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,714,406TotalAmt
Program Services$7,967,314ProgramServicesAmt
Management And General$1,440,773ManagementAndGeneralAmt
Fundraising$306,319FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$546,910BOYAmt
EOY$378,560EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,550,615BOYAmt
EOY$3,102,536EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,203,357BOYAmt
EOY$3,754,765EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$27,408BOYAmt
EOY$136,574EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$268,057LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$111,325LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$193,740BOYAmt
EOY$156,732EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$624,893BOYAmt
EOY$394,049EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,146,923BOYAmt
EOY$7,923,216EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,104,092BOYAmt
EOY$987,342EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$552,443BOYAmt
EOY$321,599EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,656,535BOYAmt
EOY$1,308,941EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,763,804BOYAmt
EOY$2,796,677EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,726,584BOYAmt
EOY$3,817,598EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,490,388BOYAmt
EOY$6,614,275EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,146,923BOYAmt
EOY$7,923,216EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$876,113ReconcilationRevenueExpnssAmt
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$7,197,629CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,508,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,994,062CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,322,807CurrentTaxYearMinus1YearAmt
Current Tax Year$8,778,561CurrentTaxYearAmt
Total$47,801,851TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,197,629CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,508,792CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,994,062CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,322,807CurrentTaxYearMinus1YearAmt
Current Tax Year$8,778,561CurrentTaxYearAmt
Total$47,801,851TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,155,827SubstantialContributorsTotAmt
Public Support Total170$40,646,024PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,710CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$872CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$601CurrentTaxYearMinus1YearAmt
Current Tax Year$1,088CurrentTaxYearAmt
Total$6,702TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$80,397CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,666CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,026CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,352CurrentTaxYearMinus1YearAmt
Current Tax Year$58,644CurrentTaxYearAmt
Total$400,085TotalAmt
FieldValueIRS element (for citing)
Total Support$48,208,638TotalSupportAmt
Public Support CY1700.84310PublicSupportCY170Pct
Public Support PY1700.82300PublicSupportPY170Pct
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$552,443BeginningBalanceAmt
Distributions During Year$230,844DistributionsDuringYearAmt
Ending Balance$321,599EndingBalanceAmt
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$27,851DepreciationAmt
Book Value$69,005BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$171,201OtherCostOrOtherBasisAmt
Depreciation$83,474DepreciationAmt
Book Value$87,727BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$156,732TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,080,827TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$242,534DonatedServicesAndUseFcltsAmt
Revenue Not Reported$242,534RevenueNotReportedAmt
Revenue Subtotal$8,838,293RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,838,293TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,956,940TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$242,534DonatedServicesUseFcltsAmt
Expenses Not Reported$242,534ExpensesNotReportedAmt
Expenses Subtotal$9,714,406ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,714,406TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:BPE ACTS AS A FISCAL AGENT FOR BOSTON PUBLIC SCHOOLS FOR CERTAIN PROJECTS.
PART X, LINE 2:BPE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, 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 DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2015. BPE'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BOSTON PUBLIC SCHOOLS
26 COURT STREETBOSTONMA02108046001138CITY OF BOSTON$792,386TO PROVIDE FUNDING RELATING TO IMPROVING THE QUALITY OF NEW TEACHERS VIA CREATING A MODEL OF TEACHER PREPARATION PROGRAMS AND IMPLEMENTING SPECIFIC NEW REFORMS.
UMASS BOSTON
100 MORRISSEY BLVDBOSTONMA02125043167352COMMONWEALTH OF MA$831,451TO PROVIDE FUNDING RELATING TO IMPROVING THE QUALITY OF NEW TEACHERS VIA CREATING A MODEL OF TEACHER PREPARATION PROGRAMS AND IMPLEMENTING SPECIFIC NEW REFORMS.
WHEELOCK COLLEGE
200 THE RIVERWAYBOSTONMA02215042103639501(C) (3)$388,044TO PROVIDE FUNDING RELATING TO IMPROVING THE QUALITY OF NEW TEACHERS VIA CREATING A MODEL OF TEACHER PREPARATION PROGRAMS AND IMPLEMENTING SPECIFIC NEW REFORMS.

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 (3 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$173,550$0$0$0$0$0$17,500$0$14,687$0$205,737$0$0$0
SIMON HESS
CHIEF PROGRAM OFFICER$146,991$0$0$0$0$0$7,650$0$14,819$0$169,460$0$0$0
MELANIE WINKLOSKY
CHIEF ADVANCEMENT OFFICER$145,042$0$0$0$0$0$0$0$8,338$0$153,380$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 11THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THEN PRESENTED TO 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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