2015-05-15T12:47:56-05:00 2014-06-30 043027605 SAMET & COMPANY PC 1330 BOYLSTON STREET CHESTNUT HILL MA 024672111 990 2013-07-01 043564307 ACTION CENTER FOR COLLEGE EDUCATIONAL SERVICES AND SCHOLARSHIPS FOUNDATION ACTI 6177787195 31 MILK STREET NO 900 BOSTON MA 02109 ROBERT GIANNINO-RACINE EXECUTIVE DIRECTOR 6177787195 2015-05-14 1 PAUL FORD CPA P01332603 6177311222 2013 2016-03-07 17:11:31Z X X ROBERT GIANNINO-RACINE 31 MILK STREET NO 900 BOSTON MA 02109 2945880 0 X WWW.UASPIRE.ORG X 2007 MA ACCESS 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. 14 14 53 1 0 0 3095690 2442723 542365 486231 22872 16926 -67343 -61811 3593584 2884069 278325 1726266 0 0 2585953 1527267 0 0 450224 697309 483279 3561587 3736812 31997 -852743 1259790 0 431790 0 828000 0 ACCESS 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. 0 0 1132734 298224 WORKING IN COORDINATION WITH GUIDANCE COUNSELORS, ACCESS PROVIDES IN-SCHOOL COLLEGE FINANCIAL AID ADVISING TO LITERALLY THOUSANDS OF HIGH SCHOOL SENIORS IN BOSTON AND SPRINGFIELD, MASSACHUSETTS. 309677 28750 ACCESS 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. 130450 130450 110950 ACCESS PROVIDES NEED-BASED SCHOLARSHIPS TO APPROXIMATELY 228 GRADUATES OF BOSTON AND SPRINGFIELD HIGH SCHOOLS, WHO ARE NOW ATTENDING COLLEGE. 1595816 48307 1595816 48307 3168677 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 4 0 53 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA FL X DAVID DORE 6177787195 31 MILK STREET 900 BOSTON MA 02109 ALEXANDER PACKARD CHAIR 3.00 X X 0 0 0 BOB SHIREMAN TRUSTEE 3.00 X 0 0 0 MARY JO MEISNER SECRETARY 3.00 X X 0 0 0 SCOTT ALDSWORTH TREASURER 3.00 X X 0 0 0 PATTI BELLINGER TRUSTEE 3.00 X 0 0 0 EJ LANDRY TRUSTEE 3.00 X 0 0 0 JOEL STEINHAUS TRUSTEE 3.00 X 0 0 0 CYNTHIA RIVERA WEISSBLUM TRUSTEE 3.00 X 0 0 0 MANDY SAVITZ-ROMER TRUSTEE 3.00 X 0 0 0 BILL MCCLEMENTS TRUSTEE 3.00 X 0 0 0 MICHELLE COOPER TRUSTEE 3.00 X 0 0 0 DIANE EXTER TRUSTEE 3.00 X 0 0 0 MORA SEGAL TRUSTEE 3.00 X 0 0 0 ROBERT GIANNINO-RACINE CHIEF EXECUTIVE OFFICER 55.00 X 152176 0 0 152176 0 0 0 0 1 0 0 199361 2243362 2442723 SPRINGFIELD PROMISE PR 611710 409174 409174 77057 77057 486231 16926 16926 0 199361 61811 -61811 -61811 2884069 486231 0 -44885 1595816 1595816 130450 130450 85820 65200 2472 18148 1144129 869171 33003 241955 44104 30035 5513 8556 147078 100192 18354 28532 106136 80630 3061 22445 150 150 12000 5748 912 5340 109786 53555 8550 47681 23487 15842 826 6819 13160 8137 4508 515 42256 32101 1219 8936 97407 70016 7900 19491 51279 35830 15449 11568 11568 9595 9595 RECRUITING AND STAFF DE 29381 24484 4897 OTHER EVENT EXPENSE 25207 16919 8288 TELEPHONE AND INTERNET 22727 17265 656 4806 SOFTWARE 19597 14887 565 4145 15679 2249 9209 4221 3736812 3168677 117911 450224 65508 0 73176 0 300926 0 47279 0 0 0 0 0 9841 0 0 0 35253 0 686513 0 0 0 0 0 41294 0 1259790 0 28612 0 141830 0 261348 0 431790 0 X 148954 0 121137 0 557909 0 828000 0 1259790 0 X -852743 24743 174285 -174285 X 0 1 X 1 0 X 1586340 2366649 2565170 3095690 2491030 12104879 495126 521169 685618 542365 437924 2682202 2081466 2887818 3250788 3638055 2928954 14787081 0 0 0 14787081 19219 26149 42197 22872 16926 127363 19219 26149 42197 22872 16926 127363 2100685 2913967 3292985 3660927 2945880 14914444 0.99150 0.99040 0.00850 0.00960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 141830 4713 146543 0 0 557909 557909 557909 557909 717797 24044 159888 24044 557909 717797 50709 50709 717797 967797 54308 250000 54308 717797 1.00000 0 0 0 0 0 X 5185781 24743 174285 2040873 2239901 2945880 -61811 -61811 2884069 4836990 174285 925893 1100178 3736812 0 3736812 PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ISSUED A STANDARD THAT CLARIFIES THE ACCOUNTING AND RECOGNITION OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. IF THE ORGANIZATION INCURS INTEREST OR PENALTIES AS A RESULT OF UNRECOGNIZED TAX BENEFITS THE POLICY IS TO CLASSIFY INTEREST ACCRUED WITH INTEREST EXPENSE AND PENALTIES THEREON WITH OPERATING EXPENSES. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY INCOME ON CONSOLIDATED FINANCIAL STATEMENTS PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES SPECIAL EVENT PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES SPECIAL EVENT RELATED PARTY EXPENSES ON CONSOLIDATED FINANCIAL STATEMENTS CAP & GOWN GALA 148478 148478 17505 44306 BOSTON MARATHON CAMPAIGN 50883 50883 199361 199361 17505 44306 61811 -61811 1 UASPIRE INC 31 MILK STREET 900 BOSTON MA 02109 461314848 501(C)(3) 11437 1584379 BOOK INVESTMENTS AND OTHER ASSETS TRANSFER ASSETS TO NEW NONPROFIT 1 FINANCIAL ASSISTANCE FOR HIGHER EDUCATION 228 130450 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 ROBERT GIANNINO-RACINE CHIEF EXECUTIVE OFFICER 143659 0 0 0 8517 0 0 0 0 0 152176 0 0 0 CASH, INVESTMENTS AND OTHER ASSETS 2013-12-31 1595816 BOOK 461314848 UASPIRE 31 MILK STREET 900 BOSTON MA 02109 501(C)(3) 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: SEE FORM 990 PART VII PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: ACCESS DESIRES TO CHANGE ITS LEGAL FORM FROM A MASSACHUSETTS CHARITABLE TRUST TO A MASSACHUSETTS NON-PROFIT CORPORATION BY WAY OF A TRANSFER OF ALL OF ITS ASSETS AND LIABILITIES TO UASPIRE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CHIEF ADMINISTRATOR AND FINANCIAL 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 CONFLICTS THAT COULD GIVE RISE TO CONFLICTS IS REVIEWED PERIODICALLY BY THE OPERATIONS DIRECTOR AND THE CHIEF EXECUTIVE OFFICER TO ASCERTAIN WHETHER ANY TRUSTEE, 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 15 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 TRUSTEES. THERE HAVE BEEN SUBSEQUENT ANNUAL ADJUSTMENTS TO THE CHIEF EXECUTIVE OFFICER'S COMPENSATION THAT HAVE BEEN ESTABLISHED BY THE BOARD OF TRUSTEES. 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 (EXPENSE) -174,285. UASPIRE 31 MILK STREET 900 BOSTON MA 02109 461314848 UASPIRE WORKS TO ENSURE THAT ALL YOUNG PEOPLE HAVE THE FINANCIAL INFORMATION MA 501(C)(3) 9 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 UASPIRE INC B 1595816 BOOK