2013-05-14T15:35:32-05:00 2012-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2011-07-01 043476160 THE MATCH SCHOOL FOUNDATION INC MATC 6172320300 1001 COMMONWEALTH AVENUE BOSTON MA 02215 MICHAEL GOLDSTEIN 6172320300 2013-05-13 1 JOHN BUCKLEY CPA P00830631 5083669100 2013-05-10 2011 2016-03-07 17:11:31Z MICHAEL GOLDSTEIN 1001 COMMONWEALTH AVENUE BOSTON MA 02215 8474032 0 X WWW.MATCHEDUCATION.ORG X 1999 MA THE ORGANIZATION, A MASSACHUSETTS NOT-FOR-PROFIT CORPORATION, ACTS PRIMARILY TO PROVIDE FINANCIAL SUPPORT AND SERVICES TO MATCH CHARTER PUBLIC SCHOOL AND MATCH COMMUNITY DAY CHARTER PUBLIC SCHOOL (THE "SCHOOLS"). IN ADDITION TO THE AFOREMENTONED PURPOSE, THE ORGANIZATION'S STATED PURPOSE ALSO INCLUDES, BUT IS NOT LIMITED TO, ENGAGING AND PERFORMING IN THE ACTIVITIES THAT THE SCHOOLS WOULD OTHERWISE HAVE TO PERFORM; OWNING, LEASING AND MAINTAIN THE SITES AT WHICH THE SCHOOLS ARE LOCATED; AND ENGAGING IN OTHER NON-PROFIT PURPOSES AS ARE PERMISSIBLE FOR A CORPORATION ORGANIZED UNDER M.G.L.C. 180 AND EXEMPT FROM FEDERAL INCOME TAXATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 3 3 1 0 0 0 3737401 6789714 232045 356700 517814 883850 17897 423609 4505157 8453873 1112100 2002274 0 0 164413 5694 0 0 37088 583062 329418 1859575 2337386 2645582 6116487 20005556 32264514 9244974 15387443 10760582 16877071 X THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF THE 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") WITHOUT PECUNIARY GAIN OR PROFIT, INCIDENTAL OR OTHERWISE, AND IN ACCORDANCE WITH SAID PURPOSE TO ENGAGE IN THE FOLLOWING ACTIVITIES: 1. TO PROVIDE FUNDRAISING, PURCHASING, DATA PROCESSING, INSURANCE, EQUIPMENT, MANAGEMENT, FISCAL, ADMINISTRATIVE, PLANNING, POLICY-MAKING, STRATEGIC, HUMAN RESOURCES, BENEFIT-PLANNING, COMMUNICATION AND INVESTMENT SERVICES TO AND OTHERWISE TO SUPPORT THE FUNCTION OF MATCH CHARTER PUBLIC SCHOOL AND MATCH COMMUNITY DAY CHARTER PUBLIC SCHOOL (THE "SCHOOLS"), MASSACHUSETTS CHARTER SCHOOLS ESTABLISHED PURSUANT TO MASSACHUSETTS GENERAL LAWS, CHAPTER 71, 89 AND GOVERNED BY A SINGLE BOARD OF TRUSTEES AS A NETWORK OF SCHOOLS; 2. TO ENGAGE IN ACTIVITIES AND PERFORM FUNCTIONS THAT THE SCHOOLS WOULD OTHERWISE HAVE TO PERFORM; AND 3. TO OWN OR LEASE, AND MAINTAIN THE SITE AT WHICH THE SCHOOLS ARE LOCATED; AND 1 0 2292931 2002274 786657 TO BENEFIT, SUPPORT FINANCIALLY AND CARRYOUT THE CERTAIN FUNCTIONS OF THE MATCH CHARTER PUBLIC SCHOOL. 2292931 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 X 3 3 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X RICHARD E DRAGON CPA 6172320300 1001 COMMONWEALTH AVENUE BOSTON MA 02215 X MICHAEL GOLDSTEIN 2.00 X 0 0 0 MATTHEW VETTEL 2.00 X X 0 0 0 MINI JAIKUMAR 2.00 X X 0 0 0 BRIDGITT EVANS 2.00 X 0 0 0 MICHAEL DUFFY 2.00 X 0 0 0 STIG LESCHLY 5.00 X 0 0 0 0 0 0 0 0 0 0 0 12089 6777625 6789714 TUTOR CONSULTING FEE 900099 356700 356700 356700 883850 883850 13811 12089 20159 -6348 -6348 REIMBURSEMENT OF BUILD 236000 253310 253310 AMORTIZATION OF BOND D 900001 139165 139165 MISCELLANEOUS INCOME 900099 37482 37482 429957 8453873 786657 0 877502 2002274 2002274 5250 5250 444 444 347 347 3000 3000 19161 2501 16660 7428 7428 4907 4907 3907 3907 9927 9927 1637 1637 752 752 168305 168305 64099 64099 FINANCING CHARGES AND F 41300 41300 MISCELLANEOUS 3129 1332 1797 DUES AND SUBSCRIPTIONS 1519 1519 2337386 2292931 7367 37088 9870 10914 16223955 15740245 2400561 5808515 746100 57626 4704 1343807 125300 1252869 1218507 8690593 60675 44936 20005556 32264514 436710 453691 7032148 7033575 4396100 1776116 3504077 9244974 15387443 X 6470362 10053504 4290220 6823567 10760582 16877071 20005556 32264514 6116487 0 X X 0 1 1 X 0 X 2858998 1116677 2524812 3737401 6789714 17027602 2858998 1116677 2524812 3737401 6789714 17027602 3499223 13528379 552751 531784 508322 517814 883850 2994521 32188 32740 34243 264828 786657 1150656 21172779 414951 0.63900 0.61780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 436600 436600 889414 117616 771798 17793 7684 10109 0 1218507 DUE TO SCHOOL 15327 INVESTMENT CONTRACT PAYABLE 3488750 3504077 TURBO GALA 25900 12089 13811 12309 7850 25900 12089 13811 12309 7850 20159 -6348 1 THE MATCH CHARTER PUBLIC SCHOOL 1001 COMMONWEALTH AVENUE BOSTON MA 02215 043453891 N/A 1152244 FMV TO SUPPORT THE MATCH CHARTER PUBLIC SCHOOL MATCH COMMUNITY DAY CHARTER PUBLIC SCHOOL 215 FOREST HILLS STREET JAMAICA PLAIN MA 02130 800693442 N/A 850030 FMV TO SUPPORT THE MATCH COMMUNITY DAY CHARTER PUBLIC SCHOOL 2 THE FOUNDATION REVIEWS EXPENDITURES INCURRED UNDER THE GRANT BY THE SCHOOLS. MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2005-10-25 770000 TO RETIRE A PORTION OF THE DEBT THAT IT HAD INCURRED TO ACQUIRE THE BOND 0 0 0 770000 770000 2002 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 DESCRIPTION OF ORGANIZATION MISSION: FORM 990, PART III, LINE 1 THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF THE 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") WITHOUT PECUNIARY GAIN OR PROFIT, INCIDENTAL OR OTHERWISE, AND IN ACCORDANCE WITH SAID PURPOSE TO ENGAGE IN THE FOLLOWING ACTIVITIES: 1. TO PROVIDE FUNDRAISING, PURCHASING, DATA PROCESSING, INSURANCE, EQUIPMENT, MANAGEMENT, FISCAL, ADMINISTRATIVE, PLANNING, POLICY-MAKING, STRATEGIC, HUMAN RESOURCES, BENEFIT-PLANNING, COMMUNICATION AND INVESTMENT SERVICES TO AND OTHERWISE TO SUPPORT THE FUNCTION OF MATCH CHARTER PUBLIC SCHOOL AND MATCH COMMUNITY DAY CHARTER PUBLIC SCHOOL (THE "SCHOOLS"), MASSACHUSETTS CHARTER SCHOOLS ESTABLISHED PURSUANT TO MASSACHUSETTS GENERAL LAWS, CHAPTER 71, 89 AND GOVERNED BY A SINGLE BOARD OF TRUSTEES AS A NETWORK OF SCHOOLS; 2. TO ENGAGE IN ACTIVITIES AND PERFORM FUNCTIONS THAT THE SCHOOLS WOULD OTHERWISE HAVE TO PERFORM; AND 3. TO OWN OR LEASE, AND MAINTAIN THE SITE AT WHICH THE SCHOOLS ARE LOCATED; AND TO OTHERWISE BENEFIT, THROUGH THE PROVISION OF FINANCIAL SUPPORT AND SERVICES, THE SCHOOLS. THE CORPORATION IS FORMED SOLELY FOR THE ABOVE CHARITABLE AND EDUCATIONAL PURPOSES, PROVIDED THAT IT MAY HAVE SUCH OTHER NON-PROFIT PURPOSES AS ARE PERMISSIBLE FOR A CORPORATION ORGANIZED UNDER M.G.L. CH. 180 AND EXEMPT FROM FEDERAL INCOME TAXATION PURSUANT TO SECTION 501(C)(3) OF THE CODE, OR CORRESPONDING TO PROVISIONS OF ANY SUBSEQUENT FEDERAL TAX LAWS, AND FOR A CORPORATION CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE OR CORRESPONDING PROVISION OF ANY SUBSEQUENT FEDERAL TAX LAWS. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 MATCH TUTORS TUTOR REPLICATION AND MATCH TEACHER RESIDENCY TUTORING FORM 990, PART VI, SECTION A, LINE 4 MISSION WAS AMENDED TO TO REFLECT THE FOLLOWING CHANGES: TO PROVIDE FUNDRAISING, PURCHASING, DATA PROCESSING, INSURANCE, EQUIPMENT, MANAGEMENT, FISCAL, ADMINISTRATIVE, PLANNING, POLICY-MAKING, STRATEGIC, HUMAN RESOURCES, BENEFIT-PLANNING, COMMUNICATION AND INVESTMENT SERVICES TO AND OTHERWISE TO SUPPORT THE FUNCTION OF MATCH CHARTER PUBLIC SCHOOL AND MATCH COMMUNITY DAY CHARTER PUBLIC SCHOOL (THE "SCHOOLS"), MASSACHUSETTS CHARTER SCHOOLS ESTABLISHED PURSUANT TO MASSACHUSETTS GENERAL LAWS, CHAPTER 71, 89 AND GOVERNED BY A SINGLE BOARD OF TRUSTEES AS A NETWORK OF SCHOOLS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS REVIEWED BY THE CONTROLLER, THEN IS PROVIDED TO THE BOARD OF TRUSTEES AND FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS CONFLICTS OF INTEREST THROUGH BOARD MEMBER DISCLOSURE SIGNOFFS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A COMPENSATION COMMITTEE, COMPRISED OF MEMBERS OF BOTH THE SCHOOLS' AND FOUNDATION'S BOARD, THAT ANNUALLY MEETS TO COMPLETE PERFORMANCE EVALUATIONS AND MAKE SALARY DECISIONS FOR LEADERS OF BOTH ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 INDIVIDUAL REQUESTS ARE ADDRESSED ON A CASE-BY-CASE BASIS. THE FOUNDATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.