2016-05-11T12:32:18-05:00 2015-06-30 043027605 SAMET & COMPANY PC 1330 BOYLSTON STREET CHESTNUT HILL MA 024672111 990 2014-07-01 461314848 UASPIRE INC UASP 6177787195 31 MILK STREET NO 900 BOSTON MA 02109 ROBERT GIANNINO-RACINE EXECUTIVE DIRECTOR 6177787195 2016-05-02 1 PAUL FORD CPA P01332603 6177311222 2014 2016-08-17 19:52:53Z ROBERT GIANNINO-RACINE 31 MILK STREET NO 900 BOSTON MA 02109 5503027 0 X WWW.UASPIRE.ORG X 2012 MA UASPIRE WORKS TO ENSURE THAT ALL YOUNG PEOPLE HAVE THE FINANCIAL INFORMATION AND RESOURCES NECESSARY TO FIND AN AFFORDABLE PATH TO - AND THROUGH - A POSTSECONDARY EDUCATION. 13 12 70 2 0 0 3203457 4041802 349751 1402507 6601 34158 -56548 -100360 3503261 5378107 116850 200865 0 0 1707727 4061111 0 0 1735684 509669 1083351 2334246 5345327 1169015 32780 1465670 1442025 288879 247684 1176791 1194341 X UASPIRE WORKS TO ENSURE THAT ALL YOUNG PEOPLE HAVE THE FINANCIAL INFORMATION AND RESOURCES NECESSARY TO FIND AN AFFORDABLE PATH TO - AND THROUGH - A POSTSECONDARY EDUCATION. 1 0 2043819 597000 WORKING IN COORDINATION WITH GUIDANCE COUNSELORS, UASPIRE PROVIDES IN-SCHOOL COLLEGE FINANCIAL AID ADVISING TO LITERALLY THOUSANDS OF HIGH SCHOOL SENIORS IN BOSTON AND SPRINGFIELD, MASSACHUSETTS. 655838 144804 UASPIRE PARTNERS WITH SCHOOL DISTRICTS, CHARTER MANAGEMENT ORGANIZATIONS, AND YOUTH SERVING ORGANIZATIONS ACROSS THE COUNTRY TO PROVIDE THEM WITH THE KNOWLEDGE AND TOOLS NECESSARY TO ENSURE THE STUDENTS THEY SERVE ARE ABLE TO FIND AN AFFORDABLE PATH TO AND THROUGH A POST SECONDARY DEGREE PROGRAM. 256093 230358 UASPIRE IS WORKING ON A RESEARCH STUDY WITH THE HARVARD GRADUATE SCHOOL OF EDUCATION FUNDED BY THE INSTITUTE OF EDUCATIONAL SCIENCES/US DEPARTMENT OF EDUCATION. THE STUDY IS TITLED "DIGITAL MESSAGING FOR IMPROVING COLLEGE ENROLLMENT AND SUCCESS AND IS TESTING THE EFFECTIVENESS OF STUDENT OUTREACH BY TEXT MESSAGE AND ITS IMPACT ON POSITIVE BEHAVIOR CHANGE PERTAINING TO COLLEGE ENROLLMENT AND PERSISTENCE. 346730 200865 430345 346730 200865 430345 3302480 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 70 1 0 0 0 0 0 1 1 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA FL CA PA X DAVID DORE 6177787195 31 MILK STREET 900 BOSTON MA 02109 ERIN COX PRESIDENT 45.00 X X 137365 0 18295 DAVID DORE CHIEF FINANCE & OPERATIONS 40.00 X X 123228 0 17597 MARY JO MEISNER SECRETARY 1.00 X X 0 0 0 EJ LANDRY TREASURER 1.00 X X 0 0 0 SCOTT ALDSWORTH DIRECTOR 1.00 X 0 0 0 MICHELLE ASHA COOPER PHD DIRECTOR 1.00 X 0 0 0 PATTI BELLINGER DIRECTOR 1.00 X 0 0 0 BILL MCCLEMENTS BOARD CHAIR 1.00 X 0 0 0 ALEXANDER PACKARD DIRECTOR 1.00 X 0 0 0 CYNTHIA RIVERA WEISSBLUM DIRECTOR 1.00 X 0 0 0 MANDY SAVITZ-ROMER DIRECTOR 1.00 X 0 0 0 MORA SEGAL DIRECTOR 1.00 X 0 0 0 BOB SHIREMAN DIRECTOR 1.00 X 0 0 0 JOEL STEINHAUS DIRECTOR 1.00 X 0 0 0 ROBERT GIANNINO-RACINE CHIEF EXECUTIVE OFFICER 45.00 X 151112 0 9866 CHUCK GORDON CHIEF ADVANCEMENT OFFICER 50.00 X 160447 0 8487 GABRIELLE KING-MORSE EXECUTIVE DIRECTOR, MASSACHUSETTS 45.00 X 126100 0 18182 JENNIFER LARA FOX EXECUTIVE DIRECTOR, BAY AREA 45.00 X 119734 0 2965 LAURA KEANE VICE PRESIDENT OF INNOVATION & PARTNERSHIPS 35.00 X 109713 0 5784 927699 0 81176 8 0 1 0 0 262056 3779746 24612 4041802 COLLEGE AFFORDABILITY 611710 597000 597000 805507 805507 1402507 34158 34158 24560 262056 124920 -100360 -100360 5378107 1402507 0 -66202 200865 200865 411705 239530 19803 152372 2962362 1723591 142464 1096307 118369 67920 5800 44649 322059 184778 15790 121491 246616 143488 11860 91268 25000 18378 6622 137378 103651 33727 26295 20117 130 6048 33026 31675 1060 291 112807 91331 3405 18071 345600 217553 48250 79797 177013 126829 1979 48205 26746 26746 18132 8502 9630 TELEPHONE AND INTERNET 56846 46077 1877 8892 SOFTWARE 46759 38400 1587 6772 OTHER EVENT EXPENSE 39225 26668 0 12557 EQUIPMENT RENTAL AND MA 19494 3635 12190 3669 19030 9492 4592 4946 5345327 3302480 307163 1735684 370059 85007 11914 20754 195649 225990 60567 218620 21245 54630 178742 90179 91151 88563 577367 607931 0 137718 140530 1465670 1442025 71603 76096 90636 80044 126640 91544 288879 247684 X 14193 74935 604689 561497 557909 557909 1176791 1194341 1465670 1442025 X 32780 -15230 111596 -111596 X X 0 1 X 1 0 X 3346934 4041802 7388736 206274 1042507 1248781 3553208 5084309 8637517 0 0 0 8637517 6601 34158 40759 6601 34158 40759 3559809 5118467 8678276 0.99530 0.99810 0.00470 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 90636 306200 316792 80044 1 X 1162598 450497 493689 1119406 1162598 1162598 0.00000 0.49840 0.50160 0 0 22318 2435 19883 156424 87744 68680 88563 SECURITY DEPOSIT 140530 140530 DEFERRED RENT 91544 91544 5599393 -15230 111596 96366 5503027 -124920 -124920 5378107 5581843 111596 124920 236516 5345327 0 5345327 PART IV, LINE 2B: THE ORGANIZATION RECEIVED A GRANT ON BEHALF OF ANOTHER NON-PROFIT. THE ENDING BALANCE REPRESENTS FUNDS NOT YET DISTRIBUTED TO THE NON-PROFIT. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES SPECIAL EVENT PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES SPECIAL EVENT FIRST ONE - MA 192737 182537 10200 2000 41321 11878 FIRST ONE - BAY AREA 52033 45923 6110 22921 6034 1 41846 33596 8250 4169 8252 28345 286616 262056 24560 6169 72494 46257 124920 -100360 1 FINANCIAL ASSISTANCE FOR HIGHER EDUCATION 205 200865 BOOK VALUE PART I, LINE 2: THE ORGANIZATION WORKS WITH GUIDANCE COUNSELORS AT BOSTON AND SPRINGFIELD HIGH SCHOOLS TO PROVIDE ACCESS TO FINANCIAL AID. X 0 0 0 0 0 0 0 0 0 ERIN COX PRESIDENT 137365 0 0 0 0 0 6974 0 11321 0 155660 0 0 0 ROBERT GIANNINO-RACINE CHIEF EXECUTIVE OFFICER 151112 0 0 0 0 0 7685 0 2181 0 160978 0 0 0 CHUCK GORDON CHIEF ADVANCEMENT OFFICER 160447 0 0 0 0 0 8022 0 465 0 168934 0 0 0 X 1 24612 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 2 UASPIRE IS WORKING ON A RESEARCH STUDY WITH THE HARVARD GRADUATE SCHOOL OF EDUCATION FUNDED BY THE INSTITUTE OF EDUCATIONAL SCIENCES/US DEPARTMENT OF EDUCATION. THE STUDY IS TITLED "DIGITAL MESSAGING FOR IMPROVING COLLEGE ENROLLMENT AND SUCCESS AND IS TESTING THE EFFECTIVENESS OF STUDENT OUTREACH BY TEXT MESSAGE AND ITS IMPACT ON POSITIVE BEHAVIOR CHANGE PERTAINING TO COLLEGE ENROLLMENT AND PERSISTENCE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL AND OPERATING OFFICER AND CHIEF EXECUTIVE OFFICER PRIOR TO FILING. IN ADDITION, IT IS REVIEWED BY AT LEAST ONE MEMBER OF THE BOARD OF TRUSTEES, WHO IS ALSO A MEMBER OF THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE EXISTENCE OF ANY ISSUES THAT COULD GIVE RISE TO CONFLICTS IS REVIEWED PERIODICALLY BY THE CHIEF FINANCIAL AND OPERATING OFFICER AND THE CHIEF EXECUTIVE OFFICER TO ASCERTAIN WHETHER ANY DIRECTOR , BOARD MEMBER OR EMPLOYEE MIGHT CONCEIVABLY HAVE AN INTEREST WHICH COULD GIVE RISE TO A CONFLICT. ALL MEMBERS OF THE ORGANIZATION ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCUSS WITH THE CHIEF EXECUTIVE OFFICER OR DIRECTLY WITH THE BOARD, SHOULD THEY FEEL THERE ARE ANY CONFLICTS AS DEFINED BY THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION ENGAGED THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTING FIRM TO PERFORM A STUDY OF EXECUTIVE COMPENSATION BASED ON COMPARABLE ORGANIZATIONS AND SIMILAR SIZED COMPANIES, WITH AN EMPHASIS ON THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER'S SALARY WAS WITHIN THE RANGE SUGGESTED BY THE CONSULTING FIRM AND WAS APPROVED BY THE PERSONNEL COMMITTEE OF THE ORGANIZATION, WHICH REPORTED ITS CONCLUSION AND PROCESS TO THE ENTIRE BOARD OF DIRECTORS. THERE HAVE BEEN SUBSEQUENT ANNUAL ADJUSTMENTS TO THE CHIEF EXECUTIVE OFFICER'S COMPENSATION THAT HAVE BEEN ESTABLISHED BY THE BOARD OF DIRECTORS. THE CHIEF EXECUTIVE OFFICER DOES NOT PARTICIPATE IN THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, AND ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE ATTACHED TO THE FORM PC FILED WITH THE MASSACHUSETTS DIVISION OF PUBLIC CHARITIES AND ARE AVAILABLE FOR PUBLIC INSPECTION ON THE ATTORNEY GENERAL'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT POSTED TO SUCH WEBSITE, BUT ARE AVAILABLE FOR INSPECTION BY THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: DONATED SERVICES AND USE OF FACILITIES (EXPENSE) -111,596. FORM 990, PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PROCESS OR SELECTION PROCESS.