2016-01-11T16:10:53-06:00 2015-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2014-07-01 222667403 BPE BPE 6172278055 27-43 WORMWOOD STREET SUITE 110 BOSTON MA 02210 JESSE SOLOMON EXECUTIVE DIRECTOR 6172278055 2016-01-11 1 CHARLES J WEBB CPA P01584539 5083669100 2016-01-11 2014 2016-04-25 22:37:26Z JESSE SOLOMON 27-43 WORMWOOD STREET SUITE 110 BOSTON MA 02210 8838293 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 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. 12 11 221 0 0 0 9322807 8778561 0 0 601 1088 125352 58644 9448760 8838293 1695952 2011881 0 0 4220147 4459693 0 0 306319 3178602 3242832 9094701 9714406 354059 -876113 9146923 7923216 1656535 1308941 7490388 6614275 X SEE PART I LINE 1. 0 0 7967314 2011881 58644 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, 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. 7967314 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 1 112 0 221 1 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X STEFANIE CRONIN CFO 6172750712 27-43 WORMWOOD STREET SUITE 110 BOSTON MA 02210 JESSE SOLOMON BOARD MEMBER/ EXECUTIVE DI 35.00 X X 173550 0 32187 MAURA BANTA BOARD MEMBER 0.50 X 0 0 0 JOHN BARROS BOARD MEMBER 0.50 X 0 0 0 RICHARD M BURNES BOARD MEMBER 0.50 X 0 0 0 ALBERTO VASALLO III BOARD MEMBER 0.50 X 0 0 0 ROBERT E GALLERY 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 JOANNA JACOBSON 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 SIMON HESS CHIEF PROGRAM OFFICER 35.00 X 146991 0 22469 SHOMA HAQUE CHIEF OPERATING OFFICER 35.00 X 116498 0 12599 EDWARD P LIU CHIEF IMPROVEMENT OFFICER 35.00 X 109176 0 17336 MELANIE WINKLOSKY CHIEF ADVANCEMENT OFFICER 35.00 X 145042 0 8338 STEFANIE CRONIN CHIEF FINANCIAL OFFICER 35.00 X 89807 0 6659 781064 0 99588 5 0 1 0 0 6380072 2398489 8778561 1088 1088 OTHER REVENUE 611710 58644 58644 58644 8838293 58644 0 1088 2011881 2011881 975247 381766 422318 171163 2903938 2483154 335758 85026 96034 81112 14229 693 226332 172974 48488 4870 258142 177447 66792 13903 37827 24464 13363 25400 4265 21135 10614 8464 150 2000 28529 3591 24938 404951 180409 213155 11387 30157 23497 6619 41 96326 67022 28825 479 37009 17117 18967 925 8496 8496 CONSULTANTS AND CONTRAC 1174106 1070474 90257 13375 RESIDENT STIPENDS AND B 939224 939224 PROGRAM SUPPORT AND SUP 117236 116295 941 AWARDS TO TEACHERS 111203 111203 221754 92955 126342 2457 9714406 7967314 1440773 306319 546910 378560 2550615 3102536 5203357 3754765 27408 136574 268057 111325 193740 156732 624893 394049 9146923 7923216 1104092 987342 552443 321599 1656535 1308941 X 2763804 2796677 4726584 3817598 7490388 6614275 9146923 7923216 -876113 0 X X 0 1 X 1 1 1 X 7197629 9508792 12994062 9322807 8778561 47801851 7197629 9508792 12994062 9322807 8778561 47801851 7155827 40646024 1710 2431 872 601 1088 6702 80397 89666 46026 125352 58644 400085 48208638 0.84310 0.82300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 552443 230844 321599 1 X 96856 27851 69005 171201 83474 87727 156732 X 9080827 242534 242534 8838293 0 8838293 9956940 242534 242534 9714406 0 9714406 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. 1 BOSTON PUBLIC SCHOOLS 26 COURT STREET BOSTON MA 02108 046001138 CITY OF BOSTON 792386 TO 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 BLVD BOSTON MA 02125 043167352 COMMONWEALTH OF MA 831451 TO 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 RIVERWAY BOSTON MA 02215 042103639 501(C) (3) 388044 TO PROVIDE FUNDING RELATING TO IMPROVING THE QUALITY OF NEW TEACHERS VIA CREATING A MODEL OF TEACHER PREPARATION PROGRAMS AND IMPLEMENTING SPECIFIC NEW REFORMS. 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 173550 0 0 0 0 0 17500 0 14687 0 205737 0 0 0 SIMON HESS CHIEF PROGRAM OFFICER 146991 0 0 0 0 0 7650 0 14819 0 169460 0 0 0 MELANIE WINKLOSKY CHIEF ADVANCEMENT OFFICER 145042 0 0 0 0 0 0 0 8338 0 153380 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 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 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.