2025-02-24T09:45:13-06:00 2024-06-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2023-07-01 043274599 MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION INC MASS 6177373122 225 FRANKLIN STREET 26TH FLOOR BOSTON MA 02110 EDWARD M LAMBERT JR EXECUTIVE DIRECTOR 6177373122 2025-02-13 1 0 JOSEPH GISO P00030126 7819143400 2025-02-13 2023 2025-03-06 01:10:19Z X WILLIAM WALCZAK 225 FRANKLIN STREET 26TH FLOOR BOSTON MA 02110 1174026 0 X HTTP://WWW.MBAE.ORG X 1989 MA PROMOTE & SUPPORT CONTINUOUS IMPROVEMENT & INNOVATION IN SCHOOLS TO ENSURE EVERY STUDENT RECEIVES A HIGH QUALITY EDUCATION. 16 16 7 27 0 0 470150 1151530 0 0 10754 22496 0 0 480904 1174026 18500 81500 0 0 666809 721207 0 0 93214 239479 219610 924788 1022317 -443884 151709 1536129 1669736 44831 26729 1491298 1643007 THE MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION (MBAE) IS COMMITTED TO EXCELLENCE, OPPORTUNITY AND INNOVATION IN OUR PUBLIC EDUCATION SYSTEM TO PREPARE ALL STUDENTS TO ENGAGE SUCCESSFULLY IN A GLOBAL ECONOMY AND SOCIETY. 0 0 183120 EDUCATION REFORM - FOR OVER 30 YEARS, MBAE HAS WORKED TO IMPROVE THE COMMONWEALTH'S PUBLIC SCHOOLS ON BEHALF OF EMPLOYERS COMMITTED TO ENSURING ALL STUDENTS GRADUATE HIGH SCHOOL PREPARED FOR SUCCESS IN COLLEGE, CAREER AND CITIZENSHIP. MBAE IS THE ONLY BUSINESS GROUP WITH A SOLE FOCUS ON EDUCATION. OUR EMPHASIS IS ON SYSTEMIC CHANGE THAT IS SUSTAINABLE AND BENEFITS ALL STUDENTS. AMONG OUR CURRENT OBJECTIVES ARE ENSURING EQUITABLE AND EFFECTIVE DISTRIBUTION AND USE OF FUNDING FOR EDUCATION AND MAKING SURE NEW FUNDING IS USED TO IMPROVE STUDENT LEARNING AND CLOSE ACHIEVEMENT GAPS. 334081 81500 COLLEGE/CAREER READINESS - MBAE PROMOTES AN INCREASED FOCUS ON OUR K-12 EDUCATION SYSTEM IN ENSURING GRADUATING STUDENTS HAVE THE SKILLS, EXPOSURE AND CREDENTIALS NECESSARY FOR COLLEGE AND CAREER SUCCESS. MBAE'S CURRENT WORK IS FOCUSED ON CLOSING THE DIGITAL EQUITY GAP BY ADDRESSING DISPARITIES IN ACCESS TO TECHNOLOGY AND EXPANDING ACCESS TO INSTRUCTION IN COMPUTER SCIENCE. THIS IS CRITICAL TO ENSURING ALL STUDENTS ARE PREPARED FOR OPPORTUNITIES IN OUR TECHNOLOGY CENTRIC, KNOWLEDGE BASED ECONOMY. MBAE IS LEADING THE CHARGE TO INCREASE THE NUMBER OF UNDERSERVED STUDENTS ATTAINING THE EXPERIENCE AND CREDENTIALS THEY NEED TO SECURE JOBS IN RELATED FIELDS. ANOTHER PRIORITY IS EXPANDING OPPORTUNITIES FOR STUDENTS TO EARN INDUSTRY RECOGNIZED CREDENTIALS THAT ARE TIED TO THE LABOR MARKET DEMAND. 239426 AFFILIATE NETWORK & COALITION - IN 2014, MBAE RELEASED A GROUNDBREAKING ASSESSMENT OF THE STATE'S EDUCATION SYSTEM. THE NEW OPPORTUNITY TO LEAD: A VISION FOR EDUCATION IN MASSACHUSETTS FOR THE NEXT 20 YEARS. THIS REPORT SOUNDED THE ALARM THAT PERSISTENT EDUCATION ACHIEVEMENT GAPS AND GROWING WORKFORCE SKILLS GAPS THREATEN THE LONG TERM ECONOMIC WELL-BEING OF THE COMMONWEALTH. THE REPORT LAID OUT A COMPREHENSIVE PLAN FOR TRANSFORMING DISTRICTS AND SCHOOLS, SERVING AS A BLUEPRINT FOR MBAE'S WORK. MBAE IS COMMITTED TO BRINGING ABOUT THESE EVIDENCE BASED CHANGES TO DRIVE IMPROVEMENTS IN EDUCATIONAL ACHIEVEMENT AND EQUITY. 756627 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 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 4 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X EDWARD M LAMBERT JR 6177373122 225 FRANKLIN STREET 26TH FLOOR BOSTON MA 02110 WILLIAM WALCZAK CHAIRMAN/PRESIDENT 3.00 X X 0 0 0 NICK CHRIST TREASURER 3.00 X X 0 0 0 HENRY C DINGER ESQ CLERK 3.00 X X 0 0 0 TRICIA CANAVAN DIRECTOR 3.00 X 0 0 0 JD CHESLOFF DIRECTOR 3.00 X 0 0 0 CHRISTOPHER J DELOREY DIRECTOR 3.00 X 0 0 0 EMERSON FOSTER DIRECTOR 3.00 X 0 0 0 DAVID R GAGNON DIRECTOR 3.00 X 0 0 0 NICOLE GLAZER MD DIRECTOR 3.00 X 0 0 0 DOUG HOWGATE DIRECTOR 3.00 X 0 0 0 ALICIA MATTHEWS DIRECTOR 3.00 X 0 0 0 PETER NESSEN DIRECTOR 3.00 X 0 0 0 EILEEN RUDDEN DIRECTOR 3.00 X 0 0 0 BROOKE THOMSON DIRECTOR 3.00 X 0 0 0 WILLIAM TRIANT DIRECTOR 3.00 X 0 0 0 AXEL VIGO DIRECTOR 3.00 X 0 0 0 EDWARD M LAMBERT JR EXECUTIVE DIRECTOR 40.00 X 206863 0 8442 206863 0 8442 1 0 1 0 0 147500 1004030 1151530 22496 22496 1174026 0 0 22496 81500 81500 206863 164155 18450 24258 372768 295809 33247 43712 64314 51036 5736 7542 32787 26018 2924 3845 44475 35293 3967 5215 41475 41475 89421 59137 29985 299 11038 9737 1282 19 2197 380 1410 407 4573 323 4250 18432 13172 3200 2060 5329 3202 736 1391 25386 15112 7533 2741 1286 1286 1993 1993 DUES AND SUBSCRIPTIONS 17232 1753 14479 1000 MISCELLANEOUS 1248 0 523 725 1022317 756627 172476 93214 57276 153404 992004 928501 460000 567000 11828 0 52133 44536 1872 7597 13149 13234 1536129 1669736 33882 15681 10949 11048 44831 26729 X 587462 1136911 903836 506096 1491298 1643007 1536129 1669736 151709 0 X X 0 1 X 1 0 X 722335 1330297 1870509 470150 1151530 5544821 722335 1330297 1870509 470150 1151530 5544821 3253720 2291101 11 108 325 10754 22496 33694 5578515 12 0.41070 0.41710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1 0 1 1 0 1 220 0 0 220 0 PART II-B, LINE 1: THE MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION (MBAE) IS COMMITTED TO A HIGH QUALITY PUBLIC EDUCATION SYSTEM THAT WILL PREPARE ALL STUDENTS TO ENGAGE SUCCESSFULLY IN A GLOBAL ECONOMY AND DIVERSE SOCIETY. TO FULFILL THIS MISSION, WE LOBBIED MEMBERS OF THE MASSACHUSETTS LEGISLATURE IN FAVOR OF BILLS THAT WOULD PROVIDE INCREASED OPPORTUNITIES FOR INNOVATION TO RAISE STUDENT ACHIEVEMENT AND ESTABLISH THE CONDITIONS IN WHICH HIGH-PERFORMING SCHOOLS AND DISTRICTS CAN THRIVE AND ADVANCE EDUCATIONAL GAINS. OUR ACTIVITIES INCLUDED EMAILS, LETTERS, FACE-TO-FACE MEETINGS, PHONE CALLS AND TESTIMONY AS WELL AS THE PROVISION OF RESEARCH INFORMATION AND DATA. 19799 12202 7597 32334 32334 0 7597 OPERATING LEASE LIABILITY 11048 11048 X 1174026 0 1174026 0 1174026 1022317 0 1022317 0 1022317 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAXES UNDER MASSACHUSETTS GENERAL LAW 180. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS. AS OF JUNE 30, 2024 AND 2023, THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. IF THE ORGANIZATION WERE TO INCUR A FEDERAL OR STATE INCOME TAX LIABILITY IN THE FUTURE, INTEREST AND PENALTIES WOULD BE REPORTED AS INCOME TAXES. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE ORGANIZATION HAS NO RETURNS UNDER EXAMINATION AS OF JUNE 30, 2024 AND 2023. 0 MASSINC 11 BEACON STREET SUITE 500 BOSTON MA 02108 043271457 501(C)(3) 81500 0 COLLEGE/CAREER READINESS X X X X 0 0 0 0 0 0 0 0 0 EDWARD M LAMBERT JR EXECUTIVE DIRECTOR 206863 0 0 0 0 0 0 0 8442 0 215305 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE DIRECTOR ANNUALLY AND MAKES ANY DECISIONS ABOUT COMPENSATION CHANGES. EVERY TWO YEARS, A COMPENSATION SURVEY IS CONDUCTED AND USED TO REVIEW THE ORGANIZATION'S COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST BY COMPLETING A QUESTIONNAIRE ANNUALLY. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, IT IS THE DUTY OF THE INDIVIDUAL TO DISCLOSE SUCH INTEREST. THIS INTEREST IS TO BE RECORDED IN THE MINUTES OF THE BOARD MEETING AND WHERE THE CONFLICT CONCERNS ANY BOARD OR COMMITTEE MEMBER, THE INDIVIDUAL(S) SHALL NOT PARTICIPATE IN ANY VOTE OR DELIBERATION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE DIRECTOR ANNUALLY AND MAKES ANY DECISIONS ABOUT COMPENSATION CHANGES. EVERY THREE YEARS, A COMPENSATION SURVEY IS CONDUCTED AND USED TO REVIEW THE ORGANIZATION'S COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS THAT ARE REQUIRED TO BE AVAILABLE TO THE PUBLIC ARE AVAILABLE UPON REQUEST. IN ADDITION, CERTAIN PUBLIC DOCUMENTS ARE AVAILABLE FOR INSPECTION ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE (HTTP://WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES/). FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.