BPE INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BPE INC (EIN 22-2667403)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-12
IRS object ID
201433169349304453
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-11-12T17:02:17-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121 EAST MAIN STREETAddressLine1
CityWESTBOROCity
StateMAState
ZIP Code01581ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222667403EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BPEBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBPEBusinessNameControlTxt
Phone6172278055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127-43 WORMWOOD STREET SUITE 110AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02210ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSE SOLOMONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6172278055PhoneNum
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BUCKLEY CPAPreparerPersonNm
PTINP00830631PTIN
Phone5083669100PhoneNum
Preparation2014-11-03PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJESSE SOLOMONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line127-43 WORMWOOD STREET SUITE 110AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02210ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$9,448,760GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BPE.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1984FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO DRIVE EXCEPTIONAL OUTCOMES FOR ALL STUDENTS BY DEVELOPING GREAT TEACHERS AND GREAT SCHOOLS. BPE PREPARES AND SUPPORTS TALENTED, DIVERSE TEACHERS FOR BOSTON PUBLIC SCHOOLS, AND PARTNERS TO CREATE STRONG SCHOOLS WHERE TEACHERS CAN DO THEIR BEST WORK AND CHILDREN LEARN AT THEIR HIGHEST POTENTIAL. WITH INNOVATION AND REPLICABLE MODELS OF TEACHER AND SCHOOL DEVELOPMENT, BPE IS A POWERFUL FORCE FOR REFRAMING SCHOOLING IN BOSTON. BPE'S BOTTOM LINE IS SIMPLE: STUDENT SUCCESS. NOTHING LESS.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee84TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,712,846PYContributionsGrantsAmt
CY Contributions Grants$9,322,807CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$872PYInvestmentIncomeAmt
CY Investment Income$601CYInvestmentIncomeAmt
PY Other Revenue$46,026PYOtherRevenueAmt
CY Other Revenue$125,352CYOtherRevenueAmt
PY Total Revenue$7,759,744PYTotalRevenueAmt
CY Total Revenue$9,448,760CYTotalRevenueAmt
PY Grants And Similar Paid$1,774,450PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,695,952CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,528,325PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,220,147CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$373,361CYTotalFundraisingExpenseAmt
PY Other Expenses$3,653,898PYOtherExpensesAmt
CY Other Expenses$3,178,602CYOtherExpensesAmt
PY Total Expenses$8,956,673PYTotalExpensesAmt
CY Total Expenses$9,094,701CYTotalExpensesAmt
PY Revenues Less Expenses-$1,196,929PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$354,059CYRevenuesLessExpensesAmt
Total Assets BOY$8,717,977TotalAssetsBOYAmt
Total Assets EOY$9,146,923TotalAssetsEOYAmt
Total Liabilities BOY$1,581,648TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,656,535TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,136,329NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,490,388NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE PART I LINE 1.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,438,897ExpenseAmt
Grant$1,695,952GrantAmt
Revenue$125,352RevenueAmt
DescBPE'S MISSION IS TO DRIVE EXCEPTIONAL OUTCOMES FOR STUDENTS BY DEVELOPING GREAT TEACHERS AND GREAT SCHOOLS. BPE WORKS TOWARDS THE INTEGRATION OF TEACHER AND SCHOOL DEVELOPMENT WORK, RECOGNIZING THAT AMBITIOUS TEACHING IS INEXTRICABLY LINKED TO COHERENT SYSTEMS OF SCHOOLING WHICH SUPPORT EACH CHILD. THE BOSTON TEACHER RESIDENCY, ESTABLISHED IN 2003, PREPARES TALENTED, DIVERSE TEACHERS FOR THE BOSTON PUBLIC SCHOOLS, AND SUPPORTS CURRENT TEACHERS TO IMPROVE THEIR TEACHING PRACTICE. IN ORDER TO INCREASE STUDENTS' ACCESS TO AMBITIOUS TEACHING, BPE PLANS TO CREATE A NETWORK OF NEIGHBORHOOD-BASED, PREK-12 TEACHING ACADEMIES: SCHOOLS WHICH PROVIDE ACCESS TO AMBITIOUS TEACHING TO DRIVE HIGH LEVELS OF STUDENT ACHIEVEMENT AND SERVE AS A RICH TRAINING GROUND FOR NEW TEACHERS. BPE IS CREATING THE TEACHING ACADEMY MODEL TO 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, 64% OF STUDENTS WERE READING AT OR ABOVE GRADE LEVEL IN JUNE 2014, WITH AN ADDITIONAL 19% JUST A FEW MONTHS BEHIND. 79% OF STUDENTS MET OR EXCEEDED GROWTH TARGETS. THE ATTENDANCE RATE WAS 95%. THE BOSTON TEACHER RESIDENCY SERVED OVER 20,000 STUDENTS IN BOSTON'S SCHOOLS. FIFTY NEW TEACHERS GRADUATED FROM THE PROGRAM AND 96% OF THEM WERE HIRED BY BOSTON'S PUBLIC SCHOOLS. THEY JOIN 370 GRADUATES TEACHING IN BPS, ABOUT HALF OF WHOM ARE PEOPLE OF COLOR. BTR GRADUATES CONTINUE TO POST HIGHER RETENTION RATES THAN OTHER BOSTON TEACHERS, WITH OVER 80% STAYING THREE YEARS AND OVER 70% STAYING FIVE OR MORE YEARS. DUDLEY PROMISE CORPS SERVED OVER 350 STUDENTS IN TWO SCHOOLS; TEACHERS REPORTED THAT OVER 90% OF MEMBERS ARE PROFICIENT OR EXEMPLARY IN LEADING EXTENDED LEARNING TIME AND PROMOTING POSITIVE SCHOOL CULTURE. BPE PRESENTED AT 19 CONFERENCES AND CONSULTED WITH 18 OTHER ORGANIZATIONS TO SHARE OUR WORK. IN ADDITION, BPE LAUNCHED THE BOSTON SCHOOL DATA NETWORK.Desc
Total Program Service Expenses$7,438,897TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document85IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee84EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VINCENT MURPHY CONTROLLERBusinessNameLine1
FieldValueIRS element (for citing)
Phone6172750752PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127-43 WORMWOOD STREET SUITE 110AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02210ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JESSE SOLOMON
BOARD MEMBER/ EXECUTIVE DIRECTOR35.00Yes (X)Yes (X)$171,635$0$32,404
MAURA BANTA
BOARD MEMBER0.50Yes (X)$0$0$0
JOHN BARROS
BOARD MEMBER0.50Yes (X)$0$0$0
RICHARD M BURNES
BOARD MEMBER0.50Yes (X)$0$0$0
JOHN F FISH
BOARD MEMBER0.50Yes (X)$0$0$0
ROBERT E GALLERY
BOARD MEMBER0.50Yes (X)$0$0$0
CHARLES K GIFFORD
BOARD MEMBER/BOARD CHAIR0.50Yes (X)Yes (X)$0$0$0
GREGORY GROOVER
BOARD MEMBER0.50Yes (X)$0$0$0
ELLEN GUINEY
BOARD MEMBER0.50Yes (X)$0$0$0
JOANNA JACOBSON
BOARD MEMBER0.50Yes (X)$0$0$0
ROBERT SCHWARTZ
BOARD MEMBER0.50Yes (X)$0$0$0
MICHO F SPRING
BOARD MEMBER0.50Yes (X)$0$0$0
ALBERTO VASALLO III
BOARD MEMBER0.50Yes (X)$0$0$0
TAMMY BATTAGLINO
BOARD MEMBER0.50Yes (X)$0$0$0
SIMON HESS
CHIEF PROGRAM OFFICER35.00Yes (X)$147,475$0$22,471
SHOMA HAQUE
CHIEF OPERATING OFFICER35.00Yes (X)$112,789$0$12,069
MELANIE WINKLOSKY
DIRECTOR OF DEVELOPMENT35.00Yes (X)$147,115$0$4,975
STEFANIE CRONIN
CHIEF FINANCIAL OFFICER35.00Yes (X)$63,471$0$2,119
EDWARD P LIU
DIRECTOR OF ORGANIZATION35.00$104,435$0$16,711Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$746,920TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$90,749TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$6,919,464GovernmentGrantsAmt
All Other Contributions$2,403,343AllOtherContributionsAmt
Total Contributions$9,322,807TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$601TotalRevenueColumnAmt
Exclusion$601ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business611710BusinessCd
Total Revenue Column$125,352TotalRevenueColumnAmt
Related Or Exempt Func Income$125,352RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$125,352OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,448,760TotalRevenueColumnAmt
Related Or Exempt Func Income$125,352RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$601ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,695,952TotalAmt
Program Services$1,695,952ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$445,138TotalAmt
Program Services$46,953ProgramServicesAmt
Management And General$398,185ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,066,642TotalAmt
Program Services$2,463,491ProgramServicesAmt
Management And General$329,970ManagementAndGeneralAmt
Fundraising$273,181FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$140,505TotalAmt
Program Services$116,444ProgramServicesAmt
Management And General$10,969ManagementAndGeneralAmt
Fundraising$13,092FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$272,687TotalAmt
Program Services$218,739ProgramServicesAmt
Management And General$28,701ManagementAndGeneralAmt
Fundraising$25,247FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$295,175TotalAmt
Program Services$213,161ProgramServicesAmt
Management And General$58,779ManagementAndGeneralAmt
Fundraising$23,235FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,097TotalAmt
Program Services$3,383ProgramServicesAmt
Management And General$9,714ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,159TotalAmt
Program Services$18,000ProgramServicesAmt
Management And General$6,159ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$14,734TotalAmt
Program Services$14,584ProgramServicesAmt
Management And General$150ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$28,989TotalAmt
Program Services$2,690ProgramServicesAmt
Management And General$26,169ManagementAndGeneralAmt
Fundraising$130FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$377,007TotalAmt
Program Services$142,551ProgramServicesAmt
Management And General$219,000ManagementAndGeneralAmt
Fundraising$15,456FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,281TotalAmt
Program Services$11,109ProgramServicesAmt
Management And General$4,446ManagementAndGeneralAmt
Fundraising$726FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$60,817TotalAmt
Program Services$60,817ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$37,550TotalAmt
Program Services$14,370ProgramServicesAmt
Management And General$22,255ManagementAndGeneralAmt
Fundraising$925FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,242TotalAmt
Program Services$25ProgramServicesAmt
Management And General$8,217ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
RESIDENT STIPENDS AND B$1,137,625$1,137,625
CONSULTANTS AND CONTRAC$976,539$917,820$38,533$20,186
PROGRAM SUPPORT AND SUP$145,926$137,287$8,484$155
AWARDS TO TEACHERS$125,762$125,762

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$211,874TotalAmt
Program Services$98,134ProgramServicesAmt
Management And General$112,712ManagementAndGeneralAmt
Fundraising$1,028FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,094,701TotalAmt
Program Services$7,438,897ProgramServicesAmt
Management And General$1,282,443ManagementAndGeneralAmt
Fundraising$373,361FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$657,341BOYAmt
EOY$546,910EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$604,929BOYAmt
EOY$2,550,615EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,893,286BOYAmt
EOY$5,208,851EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,125BOYAmt
EOY$21,914EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$273,196LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$79,456LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$226,963BOYAmt
EOY$193,740EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$314,333BOYAmt
EOY$624,893EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,717,977BOYAmt
EOY$9,146,923EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,339,765BOYAmt
EOY$1,104,092EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$241,883BOYAmt
EOY$552,443EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,581,648BOYAmt
EOY$1,656,535EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,428,293BOYAmt
EOY$2,763,804EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,708,036BOYAmt
EOY$4,726,584EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,136,329BOYAmt
EOY$7,490,388EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,717,977BOYAmt
EOY$9,146,923EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$354,059ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,259,701CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,197,629CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,508,792CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,994,062CurrentTaxYearMinus1YearAmt
Current Tax Year$9,322,807CurrentTaxYearAmt
Total$44,282,991TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,259,701CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,197,629CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,508,792CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,994,062CurrentTaxYearMinus1YearAmt
Current Tax Year$9,322,807CurrentTaxYearAmt
Total$44,282,991TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,477,650SubstantialContributorsTotAmt
Public Support Total170$36,805,341PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,440CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,710CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,431CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$872CurrentTaxYearMinus1YearAmt
Current Tax Year$601CurrentTaxYearAmt
Total$7,054TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$91,031CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,397CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,666CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,026CurrentTaxYearMinus1YearAmt
Current Tax Year$125,352CurrentTaxYearAmt
Total$432,472TotalAmt
FieldValueIRS element (for citing)
Total Support$44,722,517TotalSupportAmt
Public Support CY1700.82300PublicSupportCY170Pct
Public Support PY1700.82010PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Beginning Balance$241,883BeginningBalanceAmt
Additions During Year$310,560AdditionsDuringYearAmt
Ending Balance$552,443EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$96,856OtherCostOrOtherBasisAmt
Depreciation$18,476DepreciationAmt
Book Value$78,380BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$176,340OtherCostOrOtherBasisAmt
Depreciation$60,980DepreciationAmt
Book Value$115,360BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$193,740TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
SECURITY DEPOSIT$72,450
FUNDS HELD FOR OTHERS$552,443
FieldValueIRS element (for citing)
Total Book Value Other Assets$624,893TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,592,428TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$143,668DonatedServicesAndUseFcltsAmt
Revenue Not Reported$143,668RevenueNotReportedAmt
Revenue Subtotal$9,448,760RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,448,760TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,238,369TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$143,668DonatedServicesUseFcltsAmt
Expenses Not Reported$143,668ExpensesNotReportedAmt
Expenses Subtotal$9,094,701ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,094,701TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:BPE ACTS AS A FISCAL AGENT FOR BOSTON PUBLIC SCHOOLS FOR CERTAIN PROJECTS.
PART X, LINE 2:BPE FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD UNDER U.S. GAAP, WHICH REQUIRES BPE TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2014, BPE DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. BPE DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. INFORMATION RETURNS FILED FOR THE LAST THREE FISCAL YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE COMMONWEALTH OF MASSACHUSETTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BOSTON PUBLIC SCHOOLS
26 COURT STREETBOSTONMA02108046001138CITY OF BOSTON$617,484TO 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 BLVDBOSTONMA02125043167352COMMONWEALTH OF MA$673,862TO 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 RIVERWAYBOSTONMA02215042103639501(C) (3)$404,606TO PROVIDE FUNDING RELATING TO IMPROVING THE QUALITY OF NEW TEACHERS VIA CREATING A MODEL OF TEACHER PREPARATION PROGRAMS AND IMPLEMENTING SPECIFIC NEW REFORMS.
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationBPE PERFORMS FINANCIAL AND PROGRAMATIC MONITORING THROUGH OBTAINING INVOICE, PAYROLL RECORDS, AND DATA FROM THE RECIPIENTS OF THESE FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JESSE SOLOMON
BOARD MEMBER/ EXECUTIVE DIRECTOR$171,635$0$0$0$0$0$17,500$0$14,904$0$204,039$0$0$0
SIMON HESS
CHIEF PROGRAM OFFICER$147,475$0$0$0$0$0$7,500$0$14,971$0$169,946$0$0$0
MELANIE WINKLOSKY
DIRECTOR OF DEVELOPMENT$147,115$0$0$0$0$0$0$0$4,975$0$152,090$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE FINANCE COMMITTEE OF THE ORGANIZATION MEETS REGULARLY, BUT DOES NOT MAINTAIN MINUTES OF THOSE MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CTHE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND MONITORED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15THE 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 19BPE MAKES ITS DOCUMENTS AND FORMS AVAILABLE UPON REQUEST AND THROUGH WWW.BPE.ORG.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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