BPE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BPE INC (EIN 22-2667403)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201231369349302313
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T09:53:18-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL DENNIS & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 HUNTINGTON AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222667403 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSTON PLAN FOR EXCELLENCE IN THE | BusinessNameLine1 |
| Business Name Line2 | PUBLIC SCHOOLS FND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOST | NameControl |
| Phone | 6172278055 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27-43 WORMWOOD ST NO 110 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JESSE SOLOMON | Name |
| Title | NEW EXECUTIVE DIRECTOR | Title |
| Phone | 6172278055 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES BRUCE | Name |
| Phone | 6172629898 | Phone |
| Date Prepared | 2012-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | JESSE SOLOMON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27-43 WORMWOOD ST NO 110 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7845255 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BPE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | EDUCATIONAL SUPPORT OF THE BOSTON PUBLIC SCHOOLS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 39 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5259701 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3542005 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4221143 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1440 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1710 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 91031 | OtherRevenuePriorYear |
| Other Revenue Current Year | 80397 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5352172 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7845255 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 844942 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5154020 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4089727 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 15100 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2259573 | OtherExpensePriorYear |
| Other Expenses Current Year | 2943280 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7413593 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7877949 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2061421 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -32694 | RevenuesLessExpensesCY |
| Total Assets BOY | 3918284 | TotalAssetsBOY |
| Total Assets EOY | 3602870 | TotalAssetsEOY |
| Total Liabilities BOY | 955313 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 672593 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2962971 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2930277 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SUPPORT THE BOSTON PUBLIC SCHOOLS BY SUPPORTING INNOVATIONS AND IMPROVEMENTS IN THE PUBLIC SCHOOLS AND EXPANDING OPPORTUNITIES FOR STUDENTS THROUGH THE DISBURSEMENT OF PRIVATE FUNDS AND STRENGTHENING THE BASE OF COMMUNITY SUPPORT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5208651 | Expense |
| Revenue | 4303250 | Revenue |
| Description | THE BOSTON TEACHER RESIDENCY (BTR) PROGRAM IS PART OF BOSTON'S STRATEGY TO IMPROVE INSTRUCTION FOR EVERY CHILD. BTR RECRUITS TALENTED, COMMITTED PEOPLE TO MAKE A DIFFERENCE IN THE CITY'S CLASSROOMS. DURING THE 13-MONTH PROGRAM, TEACHER RESIDENTS WORK SIDE-BY-SIDE WITH MENTOR TEACHERS IN BOSTON'S PUBLIC SCHOOLS AND TAKE A SPECIALIZED CURRICULUM DEVELOPED AND LED BY LOCAL EDUCATORS AND COMMUNITY LEADERS. BTR GRADUATES EARN A MASSACHUSETTS INITIAL TEACHER LICENSE, A MASTER'S DEGREE IN EDUCATION FROM UNIVERSITY OF MASSACHUSETTS, BOSTON, AND CREDIT TOWARD A DUAL LICENSE IN SPECIAL EDUCATION. BTR IS A HIGHLY SELECTIVE PROGRAM, RECRUITING DIVERSE AND TALENTED INDIVIDUALS WHO ARE COMMITTED TO A CAREER IN EDUCATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1441168 | Expense |
| Description | DATA INQUIRY AND SCHOOL-BASED DATA SUPPORT - THE FOUNDATION HAS INITIATED EFFORTS TO IMPROVE THE DATA CULTURE AND HUMAN CAPITAL IN BOSTON THROUGH INQUIRY FACILITATION, LEADERSHIP COACHING, NETWORK SESSIONS, DATA TOOL DEVELOPMENT, AND DISSEMINATION OF LESSONS LEARNED. THE FOUNDATION HELPS SCHOOLS BY PROVIDING USER-FRIENDLY DATA TOOLS, AS WELL AS SUPPORT FOR TEAMS OF EDUCATORS TO USE DATA TO ADJUST INSTRUCTION AND SELECT INTERVENTIONS. DATA TEAMS USE DATA RELATED TO A SCHOOL'S GOALS TO CREATE ACCESSIBLE, COLOR-RICH SPREADSHEETS, CHARTS, GRAPHS, AND PRESENTATIONS THAT HELP SCHOOLS MATCH INSTRUCTION AND INTERVENTIONS TO STUDENT NEEDS, TRACK STUDENT PROGRESS, UNCOVER PATTERNS OF STUDENT UNDERPERFORMANCE, AND TEST THE EFFECTIVENESS OF INTERVENTIONS. THE PROGRAM CONTRIBUTED TO THE FOLLOWING ACCOMPLISHMENTS: IMPROVEMENT IN BOSTON'S GRADUATION RATE, KNOWLEDGE ABOUT THE RIGHT INDICATORS TO TRACK, A MODEL FOR COLLABORATIVE TEACHER LEARNING (CALLED INQUIRY) THAT CAN BE USED DISTRICT-WIDE, A STRATEGIC APPROACH TO SCHOOL DATA SUPPORT, AN INQUIRY TOOLKIT, AND A PORTFOLIO OF DATA TOOLS THAT CAN BE USED BY SCHOOLS IN BOSTON AND ACROSS THE COUNTRY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 462325 | Expense |
| Description | PASS-THROUGH SUPPORT- THE BOSTON PLAN FOR EXCELLENCE SERVES A FISCAL AGENT FOR VARIOUS PROGRAMS HOUSED AT THE BOSTON PUBLIC SCHOOLS AND FOR OTHER PARTNERS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 242218 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 242218 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 7354362 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 287 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 39 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 1 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONDON HARDY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6172278055 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27-43 WORMWOOD STREET SUITE 110 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02210 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MAURA BANTA | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ERICH SCHUMANN | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| THOMAS BIRMINGHAM | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT E GALLERY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CAROL JOHNSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WILLIA BOYAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES K GIFFORD | |||||||
| CHAIR BOARD OF DIRECTORS | 1.00 | X | 0 | 0 | 0 | X | |
| PENDRED NOYCE | |||||||
| SECRETARY OF BOARD | 1.00 | X | 0 | 0 | 0 | X | |
| ELIZABETH CHEN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| GREGORY GROOVER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| KATHRYN PLAZAK | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD ELMORE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| WILLIS J HULINGS III | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JACQUELINE RIVERS | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ELLEN C GUINEY | |||||||
| EXECUTIVE DIRECTOR - OLD | 35.00 | 145707 | 0 | 29931 | X | X | |
| YVES MONTIMA | |||||||
| CONTROLLER - OLD | 35.00 | 93334 | 0 | 19689 | X | ||
| JESSE SOLOMON | |||||||
| EXECUTIVE DIRECTOR - NEW | 35.00 | 123302 | 0 | 25590 | X | X | |
| LONDON HARDY | |||||||
| CONTROLLER - NEW | 35.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 362343 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 75210 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JILL BERG | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 SHERIDAN ST | AddressLine1 |
| City | JAMAICA PLAIN | City |
| State | MA | State |
| ZIP Code | 02130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PROGRAM DEVELOPMENT | DescriptionOfServices |
| Compensation | 108555 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 3542005 | AllOtherContributions |
| Total Contributions | 3542005 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACT INCOME | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 4221143 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4221143 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4221143 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1710 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1710 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 80397 | TotalRevenueColumn |
| Related Or Exempt Function Income | 80397 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 80397 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7845255 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4303250 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 844942 | Total |
| Program Services | 844942 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204692 | Total |
| Program Services | 139863 | ProgramServices |
| Management And General | 49731 | ManagementAndGeneral |
| Fundraising | 15098 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3094154 | Total |
| Program Services | 3009270 | ProgramServices |
| Management And General | 84884 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132154 | Total |
| Program Services | 118287 | ProgramServices |
| Management And General | 13867 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476071 | Total |
| Program Services | 447562 | ProgramServices |
| Management And General | 28509 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182656 | Total |
| Program Services | 167826 | ProgramServices |
| Management And General | 14830 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26510 | Total |
| Program Services | 2000 | ProgramServices |
| Management And General | 24510 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1747562 | Total |
| Program Services | 1657253 | ProgramServices |
| Management And General | 90309 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23967 | Total |
| Program Services | 23967 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34451 | Total |
| Program Services | 10264 | ProgramServices |
| Management And General | 24185 | ManagementAndGeneral |
| Fundraising | 2 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66461 | Total |
| Program Services | 50978 | ProgramServices |
| Management And General | 15483 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245814 | Total |
| Program Services | 232242 | ProgramServices |
| Management And General | 13572 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38413 | Total |
| Program Services | 35548 | ProgramServices |
| Management And General | 2865 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31844 | Total |
| Program Services | 27700 | ProgramServices |
| Management And General | 4144 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40801 | Total |
| Program Services | 38854 | ProgramServices |
| Management And General | 1947 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9113 | Total |
| Program Services | 8827 | ProgramServices |
| Management And General | 286 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| SEVERANCE | 131363 | 131363 | |
| AWARDS TO TEACHERS | 128247 | 128247 | |
| TELEPHONE & INTERNET | 57709 | 2652 | 55057 |
| PROGRAM SUPPLIES | 38550 | 769 | 37781 |
| EVENTS | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322475 | Total |
| Program Services | 317894 | ProgramServices |
| Management And General | 4581 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7877949 | Total |
| Program Services | 7354362 | ProgramServices |
| Management And General | 508487 | ManagementAndGeneral |
| Fundraising | 15100 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1142544 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2692133 | BOY |
| EOY | 1001606 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 954632 | BOY |
| EOY | 1313739 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20 | BOY |
| EOY | 20 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80613 | BOY |
| EOY | 20618 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 514115 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 406844 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109841 | BOY |
| EOY | 107271 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81045 | BOY |
| EOY | 17072 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3918284 | BOY |
| EOY | 3602870 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205443 | BOY |
| EOY | 644263 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 749870 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 28330 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 955313 | BOY |
| EOY | 672593 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1668154 | BOY |
| EOY | 1527649 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1273317 | BOY |
| EOY | 1381128 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21500 | BOY |
| EOY | 21500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2962971 | BOY |
| EOY | 2930277 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3918284 | BOY |
| EOY | 3602870 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -32694 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9772323 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6059925 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5681342 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5259701 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7197629 | CurrentTaxYear |
| Total | 33970920 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9772323 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6059925 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5681342 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5259701 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7197629 | CurrentTaxYear |
| Total | 33970920 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7134540 | AmountsSubstContributorsTotal |
| Public Support Total170 | 26836380 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 439418 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 238457 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61839 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1440 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1710 | CurrentTaxYear |
| Total | 742864 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 10089 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11822 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 91031 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80397 | CurrentTaxYear |
| Total | 193339 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 34907123 | TotalSupport |
| Public Support Pertcentage170 | 0.76880 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.60710 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 514115 | OtherCostOrOtherBasis |
| Depreciation | 406844 | Depreciation |
| Book Value | 107271 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 107271 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TEACHER RESIDENT DEPOSITS | Description |
| Amount | $28,330 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 28330 | TotalOfAmounts |
| Total Revenue | 7845255 | TotalRevenue |
| Total Expenses | 7877949 | TotalExpenses |
| Excess Or Deficit For Year | -32694 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -32694 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8466570 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 621315 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 621315 | RevenueNotRptdF990 |
| Revenue Subtotal | 7845255 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7845255 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8499264 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 621315 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 621315 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7877949 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7877949 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FOUNDATION HAS EVALUATED THE TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN ITS 2011 RETURN AND BELIEVE THEY ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR STATE TAX AUTHORITIES. THE FOUNDATION'S 2007 THROUGH 2009 TAX YEARS REMAIN SUBJECT TO TAX EXAMINATIONS BY FEDERAL AND STATE TAX AUTHORITIES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| BOSTON PUBLIC SCHOOLS | ||||||
| 26 COURT ST | BOSTON | MA | 02108 | 046001138 | 426902 | TO PROVIDE FUNDING RELATING TO IMPROVING THE QUALITY OF NEW TEACHERS VIA CREATING A MODEL OF TEACHER PREPARATION PROGRAMS AND IMPLEMENTING SPECIFIC NEW REFORMS. |
| UNIVERSITY OF MASSACHUSETTS BOSTON | ||||||
| 043167352 | 364842 | TO PROVIDE FUNDING RELATING TO IMPROVING THE QUALITY OF NEW TEACHERS VIA CREATING A MODEL OF TEACHER PREPARATION PROGRAMS AND IMPLEMENTING SPECIFIC NEW REFORMS. | ||||
| WHEELOCK UNIVERSITY | ||||||
| 042103639 | 53198 | TO PROVIDE FUNDING RELATING TO IMPROVING THE QUALITY OF NEW TEACHERS VIA CREATING A MODEL OF TEACHER PREPARATION PROGRAMS AND IMPLEMENTING SPECIFIC NEW REFORMS. | ||||
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE CLIENT PERFORMS FINANCIAL AND PROGRAMATIC MONITORING THROUGH OBTAINING INVOICE, PAYROLL RECORDS, AND DATA FROM THE RECIPIENT OF THESE FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ELLEN C GUINEY | NamePerson |
| Base Compensation Filing Org | 145707 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 29931 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 175638 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 189384 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 5 | DURING 2010 TAX YEAR THE ORGANIZATION BECAME AWARE OF A SIGNIFICANT DIVERSION OF THE ORGANIZATION'S ASSETS. THE PRIOR DIRECTOR OF FINANCE INCREASED HIS BI-WEEKLY SALARY BY APPROXIMATLY $1,000 PER PAYPERIOD FOR A PERIOD OF ELEVEN MONTHS. THE TOTAL DIVERSION OF ASSETS WAS ESTIMATED TO BE $26,000. THE FUNDS WERE REPAID IN FULL DURING 2010 TAX YEAR AND NO LEGAL ACTION WAS TAKEN. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HOLD MEETINGS FOR COMMITTEES ACTING ON BEHALF OF THE GOVERNING BODY | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THEN PRESENTED TO THE FULL BOARD BEFORE IT IS FILED. | |
| THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND MONITORED BY THE BOARD OF DIRECTORS | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION USES THE PUBLIC EDUCATION NETWORK'S COMPENSATION REVIEW OF EXECUTIVE DIRECTORS AS A BASIS FOR COMPENSATION. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE ORGANIZATION MAKES THE DOCUMENTS AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT | THE OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS. | FORM 990. PART XII, LINE 2C. |
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