UP EDUCATION NETWORK INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UP EDUCATION NETWORK INC (EIN 27-2194956)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-23
- IRS object ID
- 202610549349301011
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-02-23T09:48:29-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272194956 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UP EDUCATION NETWORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPED | BusinessNameControlTxt |
| Phone | 6173075980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 220818 | AddressLine1Txt |
| City | DORCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILLARY CASSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6179799230 | PhoneNum |
| Signature | 2026-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ENIS BEZHANI CPA | PreparerPersonNm |
| PTIN | P01647678 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2026-02-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HILLARY CASSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 220818 | AddressLine1Txt |
| City | DORCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,435,588 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPEDUCATIONNETWORK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | UP EDUCATION NETWORK IS A SCHOOL TURNAROUND ORGANIZATION WHOSE MISSION IS TO RAPIDLY TRANSFORM CHRONICALLY UNDERPERFORMING DISTRICT SCHOOLS INTO EXTRAORDINARY SCHOOLS THAT SUSTAIN HIGH ACHIEVEMENT OVER TIME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,135,283 | PYContributionsGrantsAmt |
| CY Contributions Grants | $700,229 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,328,213 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,600,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,931 | PYInvestmentIncomeAmt |
| CY Investment Income | $133,281 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,710 | PYOtherRevenueAmt |
| CY Other Revenue | -$9,030 | CYOtherRevenueAmt |
| PY Total Revenue | $3,488,137 | PYTotalRevenueAmt |
| CY Total Revenue | $2,424,480 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,655 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,449,962 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,166,528 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $7,760 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $272,825 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $591,858 | PYOtherExpensesAmt |
| CY Other Expenses | $590,777 | CYOtherExpensesAmt |
| PY Total Expenses | $3,055,475 | PYTotalExpensesAmt |
| CY Total Expenses | $2,768,815 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $432,662 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$344,335 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,383,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,114,423 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,210,045 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $284,875 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,173,883 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,829,548 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRINCIPAL INTENT OF THE ORGANIZATION IS TO CONDUCT ACTIVITIES TO ADVANCE EDUCATION REFORM IN PUBLIC SCHOOLS, INCLUDING PUBLIC CHARTER SCHOOLS. SPECIFICALLY, THE ORGANIZATION WILL ENGAGE IN ACTIVITIES TO SUPPORT AND TRANSFORM UNDERPERFORMING SCHOOLS INTO HIGH-PERFORMING SCHOOLS THAT ENSURE ALL STUDENTS, FROM KINDERGARTEN THROUGH HIGH SCHOOL, POSSESS THE ACADEMIC AND SOCIAL SKILLS NECESSARY TO ACHIEVE THEIR FULL POTENTIAL AND THRIVE IN FOUR-YEAR COLLEGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,088,986 | ExpenseAmt |
| Grant | $3,750 | GrantAmt |
| Revenue | $1,600,000 | RevenueAmt |
| Desc | UP EDUCATION NETWORK IS ONE OF THE FEW SCHOOL MANAGEMENT ORGANIZATIONS IN THE COUNTRY SUCCESSFULLY TACKLING THE CHALLENGES OF IN-DISTRICT SCHOOL TURNAROUND. UP HAS RESTARTED AND CONTINUES TO MANAGE TWO SCHOOLS IN BOSTON, SERVING 1,300 OF THE STATE'S HISTORICALLY UNDERSERVED STUDENTS. LOCAL SCHOOL DISTRICTS ARE A KEY PARTNER IN UP'S WORK TO TRANSFORM CHRONICALLY UNDERPERFORMING DISTRICT SCHOOLS INTO EXTRAORDINARY SCHOOLS. UP EDUCATION NETWORK IS A WINNER OF NEW SCHOOLS VENTURE FUND "EDUCATION REFORM ORGANIZATION OF THE YEAR" IN RECOGNITION OF OUR EXTRAORDINARY RESULTS. UP EDUCATION NETWORK SCHOOLS HAS HAD A SCHOOL RANKED #1 IN THE STATE OF MASSACHUSETTS IN STUDENT GROWTH FOR SOME SUBJECT OR SPECIAL POPULATION IN 2011, 2012, 2013, 2014, 2018, AND 2019, AND OUR SCHOOLS HAVE INCREASED PROFICIENCY RATES BY 2-3X WITHIN 2 YEARS OF TURNAROUND. UP'S RESULTS HAVE BEEN VALIDATED BY INDEPENDENT RESEARCHERS. A STUDY IN THE AMERICAN ECONOMIC REVIEW BY RESEARCHERS AT MIT FOUND THAT UP DELIVERS EXCEPTIONALLY LARGE, CAUSAL IMPACT FOR OUR STUDENTS IN BOTH MATH AND ELA. OUR STUDENTS WITH THE GREATEST NEED -- STUDENTS WITH LOW PRIOR YEAR PERFORMANCE, STUDENTS WITH DISABILITIES AND ENGLISH LANGUAGE LEARNERS, TEND TO SEE THE MOST GROWTH AT UP.UP EDUCATION NETWORK DELIVERS HIGH-QUALITY ACADEMIC AND OPERATIONAL SERVICES, MANAGES DISTRICT GOVERNANCE AND OTHER EXTERNAL STAKEHOLDER RELATIONSHIPS, AND SUPPORTS SCHOOL LEADERSHIP TEAMS IN FUNCTIONAL AREAS SUCH AS SPECIAL EDUCATION, ENGLISH LANGUAGE LEARNING, INNOVATION, AND TALENT MANAGEMENT. | Desc |
| Total Program Service Expenses | $2,088,986 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLARY CASSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173075980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 220818 | AddressLine1Txt |
| City | DORCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02122 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| EMILY GREEN | |||||||
| BOARD CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VERONICA CONFIRME | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RHONDA BARNES | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| J GUSTAVO | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| OWEN WURZBACHER | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN DALEY | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW HANSON | |||||||
| BOARD MEMBER (AS OF 08/2024) | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CALEB GAYLE | |||||||
| BOARD MEMBER (AS OF 06/2025) | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| HILLARY CASSON | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $244,375 | $0 | $31,591 | ||
| MIKE BOWER | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $169,744 | $0 | $2,202 | ||
| ASHLEY HUTCHINSON O'CONNOR | |||||||
| CFO (AS OF 07/2024) | 40.00 | Yes (X) | $137,500 | $0 | $30,599 | ||
| MARIANNE NIEMAN | |||||||
| MANAGING DIRECTOR OF TALENT | 40.00 | $140,070 | $0 | $11,690 | Yes (X) | ||
| JAIME KEARNEY | |||||||
| DIRECTOR OF DATA | 40.00 | $126,103 | $0 | $22,181 | Yes (X) | ||
| JULIANNA MORRALL | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $115,678 | $0 | $30,401 | Yes (X) | ||
| COURTNEY SWARTZ | |||||||
| DIRECTOR OF ACADEMICS | 40.00 | $123,968 | $0 | $20,691 | Yes (X) | ||
| CJ THOMAS | |||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $112,750 | $0 | $22,047 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,170,188 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $171,402 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KROKIDAS & BLUESTEIN LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 ATLANTIC AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL SERVICE | ServicesDesc |
| Compensation | $194,829 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $72,486 | FundraisingAmt |
| All Other Contributions | $627,743 | AllOtherContributionsAmt |
| Total Contributions | $700,229 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE AND OTHER FEES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,600,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,600,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,600,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,281 | TotalRevenueColumnAmt |
| Exclusion | $133,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,078 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $72,486 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,108 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,030 | TotalRevenueColumnAmt |
| Exclusion | -$9,030 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,424,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,600,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $124,251 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,750 | TotalAmt |
| Program Services | $3,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,372 | TotalAmt |
| Program Services | $468,200 | ProgramServicesAmt |
| Management And General | $140,146 | ManagementAndGeneralAmt |
| Fundraising | $28,026 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,396 | TotalAmt |
| Program Services | $956,294 | ProgramServicesAmt |
| Management And General | $83,305 | ManagementAndGeneralAmt |
| Fundraising | $177,797 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,625 | TotalAmt |
| Program Services | $8,368 | ProgramServicesAmt |
| Management And General | $656 | ManagementAndGeneralAmt |
| Fundraising | $1,601 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,527 | TotalAmt |
| Program Services | $114,006 | ProgramServicesAmt |
| Management And General | $10,267 | ManagementAndGeneralAmt |
| Fundraising | $20,254 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,608 | TotalAmt |
| Program Services | $121,358 | ProgramServicesAmt |
| Management And General | $18,388 | ManagementAndGeneralAmt |
| Fundraising | $17,862 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,762 | TotalAmt |
| Program Services | $22,917 | ProgramServicesAmt |
| Management And General | $6,845 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,770 | TotalAmt |
| Program Services | $15,993 | ProgramServicesAmt |
| Management And General | $41,777 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,760 | TotalAmt |
| Fundraising | $7,760 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,573 | TotalAmt |
| Program Services | $52,039 | ProgramServicesAmt |
| Management And General | $8,534 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,943 | TotalAmt |
| Program Services | $25,722 | ProgramServicesAmt |
| Management And General | $3,898 | ManagementAndGeneralAmt |
| Fundraising | $4,323 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,954 | TotalAmt |
| Program Services | $101,605 | ProgramServicesAmt |
| Management And General | $24,587 | ManagementAndGeneralAmt |
| Fundraising | $5,762 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,658 | TotalAmt |
| Program Services | $11,287 | ProgramServicesAmt |
| Management And General | $2,475 | ManagementAndGeneralAmt |
| Fundraising | $896 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,847 | TotalAmt |
| Program Services | $4,860 | ProgramServicesAmt |
| Management And General | $585 | ManagementAndGeneralAmt |
| Fundraising | $402 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,844 | TotalAmt |
| Program Services | $55,320 | ProgramServicesAmt |
| Management And General | $8,382 | ManagementAndGeneralAmt |
| Fundraising | $8,142 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROFESSIONAL DEVELOPMEN | $89,030 | $75,492 | $13,538 |
| RECRUITING | $64,516 | $49,677 | $14,839 |
| BAD DEBT EXPENSE | $20,398 | $20,398 | |
| MISCELLANEOUS | $10,482 | $2,098 | $8,384 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,768,815 | TotalAmt |
| Program Services | $2,088,986 | ProgramServicesAmt |
| Management And General | $407,004 | ManagementAndGeneralAmt |
| Fundraising | $272,825 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,846 | BOYAmt |
| EOY | $191,484 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,424,423 | BOYAmt |
| EOY | $1,709,953 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,303 | BOYAmt |
| EOY | $27,196 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,000 | BOYAmt |
| EOY | $125,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,289 | BOYAmt |
| EOY | $21,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,515 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,776 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,284 | BOYAmt |
| EOY | $5,739 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,783 | BOYAmt |
| EOY | $33,236 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,383,928 | BOYAmt |
| EOY | $2,114,423 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,208 | BOYAmt |
| EOY | $88,804 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,055,837 | BOYAmt |
| EOY | $196,071 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,045 | BOYAmt |
| EOY | $284,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,173,883 | BOYAmt |
| EOY | $1,829,548 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,173,883 | BOYAmt |
| EOY | $1,829,548 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,383,928 | BOYAmt |
| EOY | $2,114,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$344,335 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,721,306 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,757,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $730,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,135,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $700,229 | CurrentTaxYearAmt |
| Total | $8,045,031 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,721,306 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,757,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $730,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,135,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $700,229 | CurrentTaxYearAmt |
| Total | $8,045,031 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,043,140 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,001,891 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,281 | CurrentTaxYearAmt |
| Total | $247,976 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,293,007 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,213,052 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,515 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,776 | DepreciationAmt |
| Book Value | $5,739 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,739 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,435,588 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,435,588 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$11,108 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$11,108 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,424,480 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,779,923 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,108 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,108 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,768,815 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,768,815 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION ACTS AS A FISCAL AGENT FOR BOSTON PUBLIC SCHOOLS IN CONNECTION WITH ITS MANAGEMENT CONTRACT WITH UP ACADEMY HOLLAND (UAH). AS OF JUNE 30, 2025, FUNDS HELD FOR OTHERS CONSIST OF AMOUNTS HELD ON BEHALF OF UAH, WHICH HAVE NOT YET BEEN SPENT. |
| PART X, LINE 2: | THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2025. THE ORGANIZATION'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -11,108. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 11,108. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPARK | Event1Nm |
| Gross Receipts Event1 | $74,564 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $72,486 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,078 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $2,078 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $9,030 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $74,564 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $72,486 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,078 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $2,078 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,030 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,108 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,030 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HILLARY CASSON | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $228,375 | $0 | $16,000 | $0 | $0 | $0 | $2,347 | $0 | $29,244 | $0 | $275,966 | $0 | $0 | $0 |
| MIKE BOWER | ||||||||||||||
| CHIEF OPERATING OFFICER | $169,744 | $0 | $0 | $0 | $0 | $0 | $1,697 | $0 | $505 | $0 | $171,946 | $0 | $0 | $0 |
| ASHLEY HUTCHINSON O'CONNOR | ||||||||||||||
| CFO (AS OF 07/2024) | $137,500 | $0 | $0 | $0 | $0 | $0 | $1,375 | $0 | $29,224 | $0 | $168,099 | $0 | $0 | $0 |
| MARIANNE NIEMAN | ||||||||||||||
| MANAGING DIRECTOR OF TALENT | $140,070 | $0 | $0 | $0 | $0 | $0 | $1,401 | $0 | $10,289 | $0 | $151,760 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | OUR CHIEF DEVELOPMENT OFFICER, JULIANNA MORRALL QUINLAN, IS GIVEN A BONUS BASED ON FUNDRAISING (REVENUE) NUMBERS. IT IS BASED ON A FORMULA, BUT ULTIMATELY UP TO THE DISCRETION OF OUR CEO. OTHER FIXED BONUSES WERE GIVEN OUT FOR ADDITIONAL WORK COMPLETED. NONE WERE NON-FIXED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT VERSION OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW VIA EMAIL AND PRIOR TO FINAL SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ITS DIRECTORS, MANAGEMENT AND KEY EMPLOYEES TO COMPLETE AN ANNUAL DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. |
| FORM 990, PART VI, SECTION B, LINE 15A | HILLARY CASSON BECAME THE NEWEST UP CEO, EFFECTIVE JULY 1, 2023. IN DETERMINING HER COMPENSATION, THE BOARD CONSIDERED THE FACTORS LISTED BELOW, INCLUDING BENCHMARK ANALYSIS OF COMPENSATION OF PEER ORGANIZATIONS LOCALLY AND NATIONALLY. -COMPENSATION OF OTHERS IN SIMILAR ROLES AT PEER ORGANIZATIONS -THE UP TURNAROUND CONTEXT -THE BACKGROUND AND EXPERIENCE OF THE INDIVIDUALS -ADVICE FROM THE EXTERNAL SEARCH FIRM WHO LED THE SEARCH THE BOARD USES THAT INPUT TO DETERMINE THE SALARY PACKAGE, WHICH INCLUDED A BONUS THAT WAS APPROVED BY THE BOARD. THE BOARD APPOINTED ITS CHAIR, EMILY GREEN, TO LEAD DISCUSSIONS WITH HILLARY, AND THEY APPROVED HER FY25 COMPENSATION IN ITS FEBRUARY 2024 MEETING. IT WAS DETERMINED THAT FOR FY26, HILLARY CASSON WOULD NOT RECIEVE A COLA INCREASE. THIS WILL BE REASSESSED ANNUALLY. TO DETERMINE SALARIES FOR OUR OTHER OFFICERS AND KEY EMPLOYEES, UP REGULARLY PARTICIPATES IN COMPENSATION STUDIES OF CHARTER MANAGEMENT ORGANIZATIONS AND OTHER PEER ORGANIZATIONS, MOST RECENTLY IN 2021-2022, AND USES THAT TO ADJUST OUR NETWORK OFFICE SALARY BANDS AS NEEDED AND TO REVIEW INDIVIDUAL SALARIES TO ENSURE ALL ARE COMPETITIVE. WE HAVE AWARDED COST OF LIVING INCREASES ANNUALLY AND MADE SALARY ADJUSTMENTS TO REMAIN COMPETITIVE WITH THE LOCAL EDUCATION MARKET. FOR 2024-2025, WE UPDATED OUR SALARY BANDS AND REVIEWED ALL INDIVIDUAL SALARIES AND MADE ADJUSTMENTS ACCORDINGLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF UP EDUCATION NETWORK, INC.'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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