UP EDUCATION NETWORK INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UP EDUCATION NETWORK INC (EIN 27-2194956)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-08
- IRS object ID
- 201620399349300237
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-08T09:38:43-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1Txt |
| City | WESTBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272194956 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UP EDUCATION NETWORK INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPED | BusinessNameControlTxt |
| Phone | 6173075980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 CANAL STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT GIVEN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6179799230 | PhoneNum |
| Signature | 2016-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES J WEBB CPA | PreparerPersonNm |
| PTIN | P01584539 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2016-02-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | SCOTT GIVEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 CANAL STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,133,835 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPEDUCATIONNETWORK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE PRINCIPAL INTENT OF THE ORGANIZATION IS TO CONDUCT ACTIVITIES TO ADVANCE EDUCATION REFORM IN PUBLIC SCHOOLS, INCLUDING PUBLIC CHARTER SCHOOLS. SPECIFICALLY, THE ORGANIZATION WILL ENGAGE IN ACTIVITIES TO SUPPORT AND TRANSFORM UNDERPERFORMING SCHOOLS INTO HIGH-PERFORMING SCHOOLS THAT ENSURE ALL STUDENTS, FROM KINDERGARTEN THROUGH HIGH SCHOOL, POSSESS THE ACADEMIC AND SOCIAL SKILLS NECESSARY TO ACHIEVE THEIR FULL POTENTIAL AND THRIVE IN FOUR-YEAR COLLEGES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,186,471 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,388,580 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,716,280 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,745,255 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,902,751 | PYTotalRevenueAmt |
| CY Total Revenue | $7,133,835 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $538,222 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $296,936 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,720,064 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,929,882 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $132,274 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $961,264 | PYOtherExpensesAmt |
| CY Other Expenses | $1,377,170 | CYOtherExpensesAmt |
| PY Total Expenses | $4,219,550 | PYTotalExpensesAmt |
| CY Total Expenses | $5,603,988 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,683,201 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,529,847 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,040,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,504,457 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $492,577 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $426,248 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,548,362 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,078,209 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRINCIPAL INTENT OF THE ORGANIZATION IS TO CONDUCT ACTIVITIES TO ADVANCE EDUCATION REFORM IN PUBLIC SCHOOLS, INCLUDING PUBLIC CHARTER SCHOOLS. SPECIFICALLY, THE ORGANIZATION WILL ENGAGE IN ACTIVITIES TO SUPPORT AND TRANSFORM UNDERPERFORMING SCHOOLS INTO HIGH-PERFORMING SCHOOLS THAT ENSURE ALL STUDENTS, FROM KINDERGARTEN THROUGH HIGH SCHOOL, POSSESS THE ACADEMIC AND SOCIAL SKILLS NECESSARY TO ACHIEVE THEIR FULL POTENTIAL AND THRIVE IN FOUR-YEAR COLLEGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,000,622 | ExpenseAmt |
| Grant | $296,936 | GrantAmt |
| Revenue | $2,745,255 | RevenueAmt |
| Desc | UP EDUCATION NETWORK (UPEN) IS ONE OF THE FEW SCHOOL MANAGEMENT ORGANIZATIONS IN THE COUNTRY SUCCESSFULLY TACKLING THE CHALLENGES OF IN-DISTRICT SCHOOL TURNAROUND. UPEN HAS RESTARTED AND CONTINUES TO MANAGE THREE SCHOOLS IN BOSTON AND TWO IN LAWRENCE, SERVING 2,600 OF THE STATE'S HISTORICALLY UNDERSERVED STUDENTS. LOCAL SCHOOL DISTRICTS ARE A KEY PARTNER IN UPEN'S WORK TO TRANSFORM CHRONICALLY UNDERPERFORMING DISTRICT SCHOOLS INTO EXTRAORDINARY SCHOOLS.IN SPRING 2015, UP ACADEMY BOSTON STUDENTS WERE AMONG THE 229,500 STUDENTS IN THE STATE OF MASSACHUSETTS TO TAKE THE PARCC EXAM, WHICH IS DESIGNED TO TEST STUDENTS' COLLEGE AND CAREER READINESS. ON THE 2015 PARCC, UP ACADEMY BOSTON STUDENTS WERE #1 IN ACADEMIC GROWTH IN MATH, AS MEASURED BY TRANSITION STUDENT GROWTH PERCENTILE, OR SGP. THIS IS THE FOURTH CONSECUTIVE YEAR OUR STUDENTS HAVE DEMONSTRATED THE MOST GROWTH IN MATH IN THE STATE.OUR OTHER FOUR SCHOOLS TOOK THE MCAS. ON THE 2015 MCAS, UP ACADEMY OLIVER HAD THE LARGEST GAIN IN ENGLISH LANGUAGE ARTS (ELA) PROFICIENCY AMONG ALL PUBLIC SCHOOLS IN MASSACHUSETTS (ELEMENTARY, MIDDLE, AND HIGH SCHOOLS), AND MATH PROFICIENCY INCREASED FIVE-FOLD COMPARED TO THE PRE-RESTART RATES IN 2013 (10% TO 50%). DURING ITS SECOND FULL YEAR AS A FULLY ENROLLED MIDDLE SCHOOL, UP ACADEMY LEONARD ELA PROFICIENCY RATES HAVE INCREASED FROM 36% (PRE-UP) TO 61%. AND IN MATH, PROFICIENCY RATES HAVE INCREASED FROM 13% (PRE-UP) TO 48%. THESE GAINS ARE PARTICULARLY PROMISING GIVEN THAT THE ELL POPULATION HAS GROWN FROM 20% IN 2012 (PRE-UP) TO 29% OF STUDENTS IN 2015 (AS AN UP ACADEMY). IN THE 2014-15 SCHOOL YEAR, UP ACADEMY DORCHESTER MADE A HUGE SHIFT, TRANSITIONING ALL BUT ITS HIGHEST-NEED STUDENTS WITH AUTISM FROM SUBSTANTIALLY SEPARATED CLASSROOMS TO INCLUSIVE CLASSROOMS WITH THEIR GENERAL EDUCATION PEERS. THE SHIFT HAS SO FAR PROVED SUCCESSFUL, WITH ELA PROFICIENCY OF STUDENTS WITH DISABILITIES INCREASING FROM 12% IN 2014 TO 20% IN 2015. IN UP EDUCATION NETWORK'S NEWEST SCHOOL - UP ACADEMY HOLLAND, LAUNCHED IN 2014 - FIFTH GRADE STUDENTS' ELA PROFICIENCY JUMPED FROM 13% TO 42%, AND MATH PROFICIENCY FROM 9% TO 34%.UPEN SUPPORTED ALL FIVE SCHOOLS IN ITS PORTFOLIO, DELIVERING HIGH-QUALITY ACADEMIC AND OPERATIONAL SERVICES, MANAGING DISTRICT GOVERNANCE AND OTHER EXTERNAL STAKEHOLDER RELATIONSHIPS, AND SUPPORTING SCHOOL LEADERSHIP TEAMS IN FUNCTIONAL AREAS SUCH AS SPECIAL EDUCATION, ENGLISH LANGUAGE LEARNING, INNOVATION, AND TALENT MANAGEMENT. | Desc |
| Total Program Service Expenses | $4,000,622 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 50 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT GIVEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177522854 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 CANAL STREET SUITE 600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JORDAN MERANUS | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| FARHAD NANJI | ||||||||
| CHAIRPERSON | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SCOTT GIVEN | ||||||||
| CEO/BOARD SECRETARY | 45.00 | Yes (X) | $228,536 | $0 | $1,579 | Yes (X) | ||
| YUTAKA TAMURA | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA LEDLEY | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN MANION | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JIMMY BERYLSON | ||||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KARLA BROOKS BAEHR | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNA JACOBSON | ||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM NICOLETTE | ||||||||
| CADO/PRESIDENT | 45.00 | $177,857 | $0 | $1,151 | Yes (X) | |||
| RYAN KNIGHT | ||||||||
| DIRECTOR OF STRATEGY AND EVALUATION | 45.00 | $117,763 | $0 | $4,737 | Yes (X) | |||
| CASEY NGO-MILLER | ||||||||
| DIRECTOR OF SPECIAL EDUCATION | 45.00 | $114,046 | $0 | $2,007 | Yes (X) | |||
| ERIN WALSH-HAGAN | ||||||||
| DIRECTOR OF PRINCIPAL LEADERSHIP | 45.00 | $110,764 | $0 | $13,130 | Yes (X) | |||
| NICOLE DORN | ||||||||
| CHIEF OPERATING AND FINANCIAL OF | 45.00 | $124,926 | $0 | $372 | Yes (X) | |||
| VICTORIA CRIADO | ||||||||
| DIRECTOR OF SCHOOL OPERATIONS | 45.00 | $106,180 | $0 | $9,400 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $980,072 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,376 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KROKIDAS & BLUESTEIN | |||||
| 600 ATLANTIC AVENUE | BOSTON | MA | 02210 | LEGAL SERVICES | $182,413 |
| INSOURCE SERVICES INC | |||||
| 148 LINDEN STREET | WELLESLEY | MA | 02482 | ACCOUNTING & TECHNOLOGY SERVICES | $135,048 |
| BELLWETHER EDUCATION PARTNERS | |||||
| 517 BOSTON POST ROAD 171 | SUDBURY | MA | 01776 | RECRUITING SERVICES | $106,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $109,575 | GovernmentGrantsAmt |
| All Other Contributions | $4,279,005 | AllOtherContributionsAmt |
| Total Contributions | $4,388,580 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,745,255 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,745,255 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,745,255 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,133,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,745,255 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,936 | TotalAmt |
| Program Services | $296,936 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,295 | TotalAmt |
| Program Services | $127,762 | ProgramServicesAmt |
| Management And General | $85,949 | ManagementAndGeneralAmt |
| Fundraising | $18,584 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,219,466 | TotalAmt |
| Program Services | $2,278,069 | ProgramServicesAmt |
| Management And General | $856,361 | ManagementAndGeneralAmt |
| Fundraising | $85,036 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,114 | TotalAmt |
| Program Services | $139,014 | ProgramServicesAmt |
| Management And General | $54,205 | ManagementAndGeneralAmt |
| Fundraising | $5,895 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,007 | TotalAmt |
| Program Services | $194,468 | ProgramServicesAmt |
| Management And General | $76,169 | ManagementAndGeneralAmt |
| Fundraising | $8,370 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,397 | TotalAmt |
| Program Services | $92,281 | ProgramServicesAmt |
| Management And General | $40,116 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,563 | TotalAmt |
| Program Services | $13,327 | ProgramServicesAmt |
| Management And General | $29,236 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,514 | TotalAmt |
| Program Services | $315,744 | ProgramServicesAmt |
| Management And General | $124,770 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,004 | TotalAmt |
| Program Services | $95,492 | ProgramServicesAmt |
| Management And General | $37,803 | ManagementAndGeneralAmt |
| Fundraising | $3,709 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,498 | TotalAmt |
| Program Services | $104,898 | ProgramServicesAmt |
| Management And General | $42,149 | ManagementAndGeneralAmt |
| Fundraising | $3,451 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,095 | TotalAmt |
| Program Services | $105,305 | ProgramServicesAmt |
| Management And General | $41,257 | ManagementAndGeneralAmt |
| Fundraising | $4,533 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,666 | TotalAmt |
| Program Services | $29,738 | ProgramServicesAmt |
| Management And General | $12,928 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,346 | TotalAmt |
| Program Services | $5,120 | ProgramServicesAmt |
| Management And General | $2,226 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,585 | TotalAmt |
| Program Services | $28,993 | ProgramServicesAmt |
| Management And General | $11,344 | ManagementAndGeneralAmt |
| Fundraising | $1,248 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,904 | TotalAmt |
| Program Services | $28,510 | ProgramServicesAmt |
| Management And General | $11,167 | ManagementAndGeneralAmt |
| Fundraising | $1,227 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RECRUITING | $74,159 | $56,938 | $17,221 | $0 |
| PROFESSIONAL DEVELOPMEN | $72,514 | $62,825 | $9,689 | $0 |
| MISCELLANEOUS | $40,925 | $25,202 | $15,502 | $221 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,603,988 | TotalAmt |
| Program Services | $4,000,622 | ProgramServicesAmt |
| Management And General | $1,471,092 | ManagementAndGeneralAmt |
| Fundraising | $132,274 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,873 | BOYAmt |
| EOY | $2,910,611 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,782,938 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,000 | BOYAmt |
| EOY | $326,150 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,773 | BOYAmt |
| EOY | $515,861 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $400,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,860 | BOYAmt |
| EOY | $150,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $293,972 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,887 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,495 | BOYAmt |
| EOY | $199,085 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,040,939 | BOYAmt |
| EOY | $4,504,457 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,497 | BOYAmt |
| EOY | $276,295 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,080 | BOYAmt |
| EOY | $70,980 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $40,241 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $38,732 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,577 | BOYAmt |
| EOY | $426,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,098,362 | BOYAmt |
| EOY | $3,773,209 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,000 | BOYAmt |
| EOY | $305,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,548,362 | BOYAmt |
| EOY | $4,078,209 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,040,939 | BOYAmt |
| EOY | $4,504,457 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,529,847 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,793,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $853,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,988,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,186,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,388,580 | CurrentTaxYearAmt |
| Total | $14,210,143 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,793,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $853,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,988,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,186,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,388,580 | CurrentTaxYearAmt |
| Total | $14,210,143 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,727,173 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,482,970 | PublicSupportTotal170Amt |
| Total Support | $14,210,143 | TotalSupportAmt |
| Public Support CY170 | 0.73770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81540 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PAYMENT TO THE KAROL GROUP, INC. FOR $3,000. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,842 | DepreciationAmt |
| Book Value | $95,209 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $195,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,045 | DepreciationAmt |
| Book Value | $103,876 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $199,085 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,133,835 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,133,835 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,133,835 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,603,988 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,603,988 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,603,988 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION ACTS AS A FISCAL AGENT FOR BOSTON PUBLIC SCHOOLS IN CONNECTION WITH ITS MANAGEMENT CONTRACT WITH UP ACADEMY HOLLAND (UAH). AS OF JUNE 30, 2015, FUNDS HELD FOR OTHERS CONSIST OF AMOUNTS HELD ON BEHALF OF UAH, WHICH HAVE NOT YET BEEN SPENT. |
| PART X, LINE 2: | THE ORGANIZATION 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 STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2015. THE ORGANIZATION'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|
| UP ACADEMY HOLLAND | ||
| 272194956 | $23,459 | PASS-THROUGH |
| UP ACADEMY CHARTER SCHOOL OF LEONARDOLIVER (LAWRENCE PUBLIC SCHOOLS) | ||
| 046001394 | $37,827 | WORKING CAPITAL |
| UP ACADEMY CHARTER SCHOOL OF DORCHESTER | ||
| 462404287 | $16,050 | PASS-THROUGH |
| UP ACADEMY CHARTER SCHOOL OF BOSTON | ||
| 450625911 | $219,600 | PASS-THROUGH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANTS TO UP ACADEMY LEONARD AND UP ACADEMY OLIVER WERE ALL DISBURSED IN THE FORM OF IN-KIND PURCHASES. THESE PURCHASES MUST FOLLOW UP'S FISCAL POLICIES AND PROCEDURES, AND SPENDING IS MONITORED THROUGH MONTHLY BUDGET REPORTS TO THE UP BOARD AND QUARTERLY REPORTS TO THE SCHOOL'S DIRECTOR OF OPERATIONS. THE GRANTS TO UP ACADEMY BOSTON, UP ACADEMY DORCHESTER AND UP ACADEMY HOLLAND SPECIFIED RESTRICTIONS, IF ANY, ON THE GRANT FUNDS IN THE GRANT LETTERS. UP EDUCATION NETWORK REGULARLY REVIEWS UAB, UAD, AND UAH'S ACTIVITY AGAINST THESE RESTRICTIONS WHEN COMPILING MONTHLY FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT GIVEN | ||||||||||||||
| CEO/BOARD SECRETARY | $200,786 | $0 | $27,750 | $0 | $0 | $0 | $0 | $0 | $1,579 | $0 | $230,115 | $0 | $0 | $0 |
| TIM NICOLETTE | ||||||||||||||
| CADO/PRESIDENT | $177,857 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,151 | $0 | $179,008 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT VERSION OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW VIA EMAIL AND PRIOR TO FINAL SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ITS DIRECTORS, MANAGEMENT AND KEY EMPLOYEES TO COMPLETE AN ANNUAL DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN DETERMINING THE CEO'S SALARY, MEMBERS OF THE ENTIRE BOARD USED A COMPREHENSIVE PROCESS. THIS PROCESS BEGAN IN SPRING 2013 AND CONCLUDED IN SEPTEMBER 2013, WHEN THE CEO'S FY14 COMPENSATION WAS UNANIMOUSLY APPROVED BY BOARD VOTE. THE PROCESS INCLUDED A BOARD WORKING GROUP (FARHAD NANJI AND JORDAN MERANUS) THAT STUDIED AND ANALYZED VARIOUS COMPENSATION-RELATED FACTORS. THE WORKING GROUP MADE AN INITIAL CEO COMPENSATION RECOMMENDATION AT THE JUNE 2013 BOARD MEETING. THE BOARD DISCUSSED AND MODIFIED THIS RECOMMENDATION AT ITS JUNE AND AUGUST BOARD MEETINGS, AND ULTIMATELY APPROVED THE CEO'S COMPENSATION AT ITS SEPTEMBER 2013 BOARD MEETING. THE FACTORS THAT THE WORKING GROUP AND BOARD CONSIDERED INCLUDED: 1. COMPARABLE DATA AND PERSPECTIVES OF OTHERS IN THE FIELD 2. TURNAROUND CONTEXT 3. BACKGROUND AND EXPERIENCE OF CEO 4. FINANCIAL FEASIBILITY OF CEO COMPENSATION INCREASES IN 2014, WE TOOK THIS PROCESS A STEP FURTHER AND PARTICIPATED IN A COMPENSATION STUDY OF CHARTER MANAGEMENT ORGANIZATIONS THAT GAVE US COMPARABILITY DATA FOR CEO, PRESIDENT/EXECUTIVE DIRECTOR, CHIEF, AND DIRECTOR SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAIABLE UPON REQUEST. |
| PART XII, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT UP EDUCATION NETWORK, INC.'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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