2014-05-08T14:32:18-05:00 2013-06-30 043027605 SAMET & COMPANY PC 1330 BOYLSTON STREET CHESTNUT HILL MA 024672111 990 2012-07-01 043564307 ACTION CENTER FOR COLLEGE EDUCATIONAL SERVICES AND SCHOLARSHIPS FOUNDATION ACTI 6177787195 31 ST JAMES AVENUE NO 520 BOSTON MA 02116 ROBERT GIANNINO-RACINE 6177787195 2014-05-08 1 PAUL FORD CPA P01332603 6177311222 2012 2015-11-30 17:44:51Z UASPIRE ROBERT GIANNINO-RACINE 31 ST JAMES AVENUE NO 520 BOSTON MA 02116 3660927 0 X WWW.ACCESSEDU.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. 24 24 53 1 0 0 2565170 3095690 685618 542365 41197 22872 -11162 -67343 3280823 3593584 444671 278325 0 0 2179254 2585953 0 0 754473 846809 697309 3470734 3561587 -189911 31997 1326605 1259790 551454 431790 775151 828000 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 1735266 400809 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. 278325 278325 111056 ACCESS PROVIDES NEED-BASED SCHOLARSHIPS TO APPROXIMATELY 310 GRADUATES OF BOSTON AND SPRINGFIELD HIGH SCHOOLS, WHO ARE NOW ATTENDING COLLEGE. 429667 11500 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. 148660 19000 148660 19000 2591918 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 53 1 0 0 0 0 0 1 1 0 0 X 24 24 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 ST JAMES AVE SUITE 520 BOSTON MA 02116 ALEXANDER PACKARD 3.00 X X 0 0 0 DAVID HADDEN JR 3.00 X 0 0 0 MARY JO MEISNER 3.00 X X 0 0 0 SCOTT ALDSWORTH 3.00 X X 0 0 0 JEFFREY F JONES 3.00 X 0 0 0 RASHAUN MARTIN 3.00 X 0 0 0 J KEITH MOTLEY 3.00 X 0 0 0 KATHRYN PLAZAK 3.00 X 0 0 0 MANDY SAVITZ-ROMER 3.00 X 0 0 0 C MARK VASU 3.00 X 0 0 0 MEGAN ZUG 3.00 X 0 0 0 MARIA DWYER 3.00 X 0 0 0 PEGGY KEMP 3.00 X 0 0 0 BILL MCCLEMENTS 3.00 X 0 0 0 LAURIE THOMSEN 3.00 X 0 0 0 MICHELLE COOPER 3.00 X 0 0 0 DIANE EXTER 3.00 X 0 0 0 EJ LANDRY 3.00 X 0 0 0 MARCY GEFTER 3.00 X 0 0 0 JANE NELSON 3.00 X 0 0 0 MORA SEGAL 3.00 X 0 0 0 HOWARD WOLK 3.00 X 0 0 0 PATTI BELLINGER 3.00 X 0 0 0 ROBERT GIANNINO-RACINE 55.00 X 145840 0 7292 145840 0 7292 5 0 1 0 0 418648 2677042 3095690 SPRINGFIELD PROMISE PR 611710 511865 511865 30500 30500 542365 22872 22872 0 418648 67343 -67343 -67343 3593584 542365 0 -44471 278325 278325 146200 110776 3187 32237 1949093 1476741 42546 429806 70441 42276 12617 15548 256505 153944 45946 56615 163714 98254 29325 36135 1100 1100 17000 12070 1328 3602 50901 37315 4064 9522 42182 5781 1655 34746 40755 25498 787 14470 63826 38306 11433 14087 197583 136988 27146 33449 70383 37538 6654 26191 23048 13833 4128 5087 10833 6501 1941 2391 TELEPHONE AND INTERNET 45285 38312 3032 3941 RECRUITING AND STAFF DE 44329 29196 5710 9423 SOFTWARE 36222 21739 6488 7995 OTHER EVENT EXPENSE 23787 9375 1822 12590 30075 18050 5387 6638 3561587 2591918 215196 754473 195482 65508 18872 73176 175965 300926 80237 47279 15706 9841 159039 123786 58301 35253 740748 686513 0 41294 41294 1326605 1259790 68192 28612 200000 141830 283262 261348 551454 431790 X 114115 148954 103127 121137 557909 557909 775151 828000 1326605 1259790 X 31997 20852 419843 -419843 X 0 1 X 1 0 X 1923915 1586340 2366649 2565170 3095690 11537764 495126 521169 685618 542365 2244278 1923915 2081466 2887818 3250788 3638055 13782042 0 0 0 13782042 23119 19219 26149 42197 22872 133556 23119 19219 26149 42197 22872 133556 1947034 2100685 2913967 3292985 3660927 13915598 0.99040 0.98610 0.00960 0.01390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 200000 0 58170 141830 1 X 557909 557909 717797 24044 159888 24044 557909 717797 50709 50709 717797 967797 54308 250000 54308 717797 967797 20736 20736 967797 1.00000 0 0 22024 16202 5822 78050 48619 29431 58965 58965 0 35253 X 4101622 20852 419843 440695 3660927 -67343 -67343 3593584 4048773 419843 67343 487186 3561587 0 3561587 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES SPECIAL EVENT PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES SPECIAL EVENT X X X X X X 0 MA FL FIRST ONE 418648 418648 43015 24328 418648 418648 43015 24328 67343 -67343 1 FINANCIAL ASSISTANCE FOR HIGHER EDUCATION 310 278325 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 145840 0 0 0 0 0 0 0 7292 0 153132 0 0 0 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 TO 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: DONATED SERVICES AND USE OF FACILITIES (EXPENSE) -419,843.