2026-01-27T11:17:09-06:00 2025-06-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2024-07-01 043274599 MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION INC MASS 6177373122 225 FRANKLIN STREET 26TH FLOOR BOSTON MA 02110 EDWARD M LAMBERT JR EXECUTIVE DIRECTOR 6177373122 2026-01-27 1 1 JOSEPH GISO P00030126 7819143400 2026-01-27 2024 2025-03-06 01:10:19Z WILLIAM WALCZAK 225 FRANKLIN STREET 26TH FLOOR BOSTON MA 02110 1166902 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. 20 20 6 32 0 0 1151530 1138404 0 0 22496 28498 0 0 1174026 1166902 81500 0 0 0 721207 805418 0 0 104737 219610 165757 1022317 971175 151709 195727 1669736 1913377 26729 74643 1643007 1838734 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 174730 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. 225116 COLLEGE/CAREER READINESS - MBAE IS WORKING TO ENSURE ALL STUDENTS GRADUATE FROM HIGH SCHOOL READY FOR SUCCESS. WE LAUNCHED AND LEAD THE STUDENT PATHWAYS TO SUCCESS COALITION, A CROSS-SECTOR GROUP OF ORGANIZATIONS COMMITTED TO EDUCATIONAL EQUITY THAT IS WORKING TO BUILD STRONGER CONNECTIONS BETWEEN WHAT STUDENTS ARE LEARNING AND THE OPPORTUNITIES THAT AWAIT THEM WHEN THEY GRADUATE FROM HIGH SCHOOL. THE COALITION PROMOTES ECONOMIC OPPORTUNITY AND EQUITY BY WORKING TO EXPAND ACCESS TO STRUCTURED PATHWAYS TO COLLEGE AND CAREER THAT ARE ANCHORED IN PERSONALIZED AND ONGOING CAREER AND COLLEGE COUNSELING THAT INCLUDE OPPORTUNITIES FOR STUDENTS TO EARN COLLEGE CREDIT, PARTICIPATE IN WORK-BASED LEARNING, AND ATTAIN INDUSTRY-RECOGNIZED CREDENTIALS. 275846 AFFILIATE NETWORK & COALITION - MBAE'S WORK IS IN PARTNERSHIP WITH EMPLOYERS AND BUSINESS GROUPS ACROSS THE STATE. THREE OF THE STATE'S MOST INFLUENTIAL STATEWIDE EMPLOYER ORAGANIZATIONS, ASSOCIATED INDUSTRIES OF MASSACHUSETTS, THE MASSACHUSETTS BUSINESS ROUNDTABLE, AND THE MASSACHUSETTS TAXPAYERS FOUNDATIONN, HAVE SEATS ON OUR BOARD. MBAE HAS ALSO BUILT A SUBSTANTIAL BUSINESS COALITION, THE MBAE AFFILIATE NETWORK, TO HELP US PRESENT A UNIFIED BUSINESS VOICE ON EDUCATION. THE NETWORK CURRENTLY INCLUDES 42 CHAMBERS OF COMMERCE AND INDUSTRY ASSOCIATIONS COLLECTIVELY REPRESENTING MORE THAN 35,000 EMPLOYERS ACROSS THE STATE. THESE GROUPS SHARE OUR COMMITMENT TO ENSURING EVERY STUDENT GETS THE EDUCATION THEY NEED TO BE SUCCESSFUL. 675692 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 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 M 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 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 PAM EDDINGER PRESIDENT 3.00 X 0 0 0 PATRICIA FILIPPONE DIRECTOR 3.00 X 0 0 0 NICK L CHRIST DIRECTOR 3.00 X 0 0 0 CHRISTIAN RIORDAN DIRECTOR 3.00 X 0 0 0 EDWARD M LAMBERT JR EXECUTIVE DIRECTOR 40.00 X 211071 0 8611 211071 0 8611 3 0 1 0 0 145850 992554 1138404 28498 28498 1166902 0 0 28498 206863 166558 16370 23935 452691 364489 35824 52378 74789 60217 5919 8653 26600 21417 2105 3078 44475 35809 3520 5146 33305 33305 35500 35500 8789 8789 8883 2583 4808 1492 2267 608 1516 143 1872 1872 27941 21168 3595 3178 4518 2057 179 2282 18698 101 15506 3091 2863 2863 2064 2064 DUES AND SUBSCRIPTIONS 16127 685 15187 255 MISCELLANEOUS 2930 1824 1106 971175 675692 190746 104737 153404 272716 928501 816998 567000 460000 52133 47399 7597 4734 13234 358929 1669736 1913377 15681 11554 11048 63089 26729 74643 X 1136911 778414 506096 1060320 1643007 1838734 1669736 1913377 195727 0 X X 0 1 X 1 0 X 1330297 1870509 470150 1151530 1138404 5960890 1330297 1870509 470150 1151530 1138404 5960890 3485638 2475252 108 325 10754 22496 28498 62181 6023071 0.41100 0.41070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35720 35720 935455 971175 170676 42669 0 0 170676 170676 256014 35720 35720 42669 42669 64004 19799 15065 4734 32334 32334 0 4734 ESCROW ON OFFICE SPACE 3436 RIGHT-OF-USE ASSET - OPERATING LEASE 63089 GRANTS RECEIVABLE, NET OF CURRENT PORTION AND DISCOUNT 292404 358929 OPERATING LEASE LIABILITY, CURRENT 25320 OPERATING LEASE LIABILITY, NONCURRENT 37769 63089 X 1166902 0 1166902 0 1166902 971175 0 971175 0 971175 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, 2025 AND 2024. X X X X 0 0 0 0 0 0 0 0 0 EDWARD M LAMBERT JR EXECUTIVE DIRECTOR 211071 0 0 0 0 0 8611 0 0 0 219682 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.