2026-03-11T10:16:26-05:00 2025-06-30 823736106 POZERSKI HATCH & COMPANY 100 LEDGEWOOD PLACE SUITE 304 ROCKLAND MA 02370 990 2024-07-01 731710051 BEACON ACADEMY INC BEAC 6174232266 814 SOUTH STREET BOSTON MA 02131 CHARLES CARTER CEO & HEAD OF SCHOOL 6174232266 2026-03-05 1 1 MICHELLE HATCH P01222458 7814801430 2026-03-05 2024 2025-03-06 01:10:19Z CHARLES CARTER 814 SOUTH STREET BOSTON MA 02131 14241092 0 X WWW.BEACONACADEMY.ORG X 2005 MA BEACON ACADEMY PROVIDES A TRANSFORMATIONAL YEAR BETWEEN 8TH AND 9TH GRADES TO PROMISING, MOTIVATED AND HARD-WORKING STUDENTS FROM BOSTON AND SURROUNDING URBAN AREAS. INSPIRED BY A CHALLENGING CURRICULUM AND STIMULATING CO-CURRICULAR EXPERIENCES, STUDENTS LEARN VITAL ACADEMIC SKILLS AND DEVELOP HABITS OF MIND THAT EMPOWER THEM TO CHANGE THE TRAJECOTRY OF THEIR LIVES. THEY EMERGE AS ACTIVE LEARNERS WITH INCREASED CONFIDENCE, CRITICAL THINKING SKILLS, AND BROADER VISION, PREPARED TO THRIVE AT COMPETITIVE, INDEPENDENT AND PUBLIC EXAM HIGH SCHOOLS THAT SHARE OUR COMMITMENT TO THEIR SUCCESS. 26 26 21 250 0 0 2792231 2999818 0 0 282952 1711079 -70905 -94957 3004278 4615940 0 269175 0 0 1712101 1867434 0 36500 460820 1300019 1203996 3012120 3377105 -7842 1238835 17296406 17845976 96777 91047 17199629 17754929 X BEACON ACADEMY CLOSES THE OPPORTUNITY GAP FOR A GROUP OF GREATER BOSTON'S DETERMINED AND INQUISITIVE STUDENTS. THROUGH EDUCATION AND ADVOCACY, OUR COMMUNITY SUPPORTS STUDENTS AS THEY DEVELOP AND EMBRACE THEIR IDENTITIES AND BUILD LIVES OF AGENCY AND IMPACT. 0 0 1944435 BEACON ACADEMY PROVIDES A COMPREHENSIVE 10-YEAR PROGRAM TO PREPARE MOTIVATED STUDENTS FROM HISTORICALLY UNDER-RESOURCED AND/OR UNDERREPRESENTED COMMUNITIES IN GREATER BOSTON FOR SUCCESS IN COMPETITIVE HIGH SCHOOLS, COLLEGES, AND FUTURE CAREERS. BEACON ACADEMY IS DEDICATED TO ADVANCING EDUCATIONAL EQUITY AND CLOSING THE OPPORTUNITY GAP BY COMMITTING LONG-TERM SUPPORT TO EACH STUDENT, EMPHASIZING BOTH EDUCATIONAL ACHIEVEMENT AND PERSONAL WELL-BEING AND DEVELOPMENT.WITH EXTENSIVE ACADEMIC RESOURCES AND A SUPPORTIVE COMMUNITY, BEACON ACADEMY FOSTERS INTELLECTUAL CURIOSITY, PROMOTES SELF-AFFIRMATION OF RACIAL AND CULTURAL IDENTITY, BUILDS CONFIDENCE, AND EMPOWERS STUDENTS TO FIND AND UTILIZE THEIR VOICE. 204967 THE FIRST YEAR OF THE 10-YEAR PROGRAM FOCUSES ON PROVIDING STUDENTS WITH A STRONG ACADEMIC EDUCATION ALONGSIDE ENGAGING EXTRACURRICULAR ACTIVITIES. THESE INITIATIVES ENHANCE SOCIAL AND CULTURAL EXPERIENCES THAT BUILD STUDENTS' CONFIDENCE AND AFFIRM THEIR IDENTITIES. STUDENTS ALSO LEARN TO REPRESENT BEACON ACADEMY'S CORE VALUES OF RESPECT, COURAGE, CURIOSITY, AND ACCOUNTABILITY, AS THEY ALSO DEVELOP THEIR LEADERSHIP SKILLS. THE STUDENTS ULTIMATELY LEVERAGE THEIR LEARNINGS AND RESOURCES TO APPLY AND GAIN ADMITTANCE TO COMPETITIVE INDEPENDENT HIGH SCHOOLS THAT FIT THEIR ACADEMIC, PERSONAL, AND FINANCIAL EXPECTATIONS.AND UPON GRADUATION, WE ASSIST THE STUDENTS IN SECURING UNIQUE SUMMER OPPORTUNITIES. THROUGHOUT THE FIRST YEAR AND BEYOND, BEACON ACADEMY SUPPORTS STUDENTS IN CULTIVATING THEIR ABILITY TO ADVOCATE FOR THEIR DESIRES AND NEEDS. 269175 269175 OUR 10-YEAR PROGRAM IS UNIQUE BECAUSE WE FOLLOW BEACON ACADEMY ALUMNI AFTER THE ACADEMY YEAR. WE PRIORITIZE COMMUNICATION AND GROWTH BY OFFERING MENTAL HEALTH AND WELLNESS SUPPORT, CAREER READINESS MENTORSHIP AND GUIDANCE, AND OTHER SERVICES TO COLLABORATIVELY IDENTIFY AND ADDRESS THEIR NEEDS. WE PROVIDE EDUCATIONAL SUPPORT SERVICES TO NEARLY 400 ALUMNI TO ENSURE CONTINUITY OF GUIDANCE, RESOURCES, AND CONNECTIONS TO BEACON ACADEMY AFTER GRADUATION.FOR OUR ALUMNI IN HIGH SCHOOL, THESE EDUCATIONAL SUPPORT SERVICES INCLUDE A 9TH-GRADE TRANSITION PROGRAM, BI-ANNUAL CARE PACKAGE, AND PERSONAL VISITS. WE ALSO OFFER SAT PREP, ESSAY WRITING SUPPORT, COLLEGE APPLICATION ASSISTANCE, AND FINANCIAL AID HELP TO MAINTAIN REGULAR CONTACT AND REINFORCE THE STRATEGIES AND VALUES ACQUIRED DURING THEIR ACADEMY YEAR. SINCE 2017, 98% OF OUR ALUMNI HAVE GRADUATED FROM HIGH SCHOOL.ON AVERAGE, 92% OF OUR ACTIVE ALUMNI GAIN ADMITTANCE TO FOUR-YEAR COLLEGES, AND MOST RECEIVE FINANCIAL AID PACKAGES THAT EXCEED EXPECTED FAMILY CONTRIBUTIONS. COLLEGE ALUMNI TAKE ADVANTAGE OF A WIDE RANGE OF PROFESSIONAL DEVELOPMENT PROGRAMS, INCLUDING RESUME WORKSHOPS, PANEL DISCUSSIONS WITH INDUSTRY LEADERS, AND ACCESS TO INTERNSHIPS AND JOBS THROUGH OUR BEACONCONNECT PLATFORM. WE ALSO HOST SEVERAL ANNUAL EVENTS FOR ALL ALUMNI, CONTINUOUSLY SEEKING WAYS TO STAY CONNECTED. 2418577 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MA X X CHARLES CARTER 6174232266 814 SOUTH STREET BOSTON MA 02131 ELLIE LOUGHLIN CHAIR 2.00 X X 0 0 0 JESSICA LUTZKER VICE CHAIR 2.00 X X 0 0 0 JULIE MCKENNA TREASURER 2.00 X X 0 0 0 DAYNA ATKINS CLERK 2.00 X 0 0 0 AMY MCCARTHY CHAIR EMERITAS 2.00 X X 0 0 0 CAROLYN MCCLINTOCK PETER CHAIR EMERITAS 2.00 X 0 0 0 ANNA AFEYAN TRUSTEE 2.00 X 0 0 0 JANET BERKELEY TRUSTEE 2.00 X 0 0 0 NINA BOWMAN TRUSTEE 2.00 X 0 0 0 TONY BROOKE TRUSTEE 2.00 X 0 0 0 LEE COFFIN TRUSTEE 2.00 X 0 0 0 LISA DIADAMO TRUSTEE 2.00 X 0 0 0 JEN DOLINS TRUSTEE 2.00 X 0 0 0 TIM DONOHUE TRUSTEE 2.00 X 0 0 0 MARK ENGERMAN TRUSTEE 2.00 X 0 0 0 HENRY FAIRFAX TRUSTEE 2.00 X 0 0 0 GEORGIA FELDMAN TRUSTEE 2.00 X 0 0 0 REBECCA MAILER-HOWAT TRUSTEE 2.00 X 0 0 0 JANET NAHIRNY TRUSTEE 2.00 X 0 0 0 KNEIDE NASCIMENTO TRUSTEE 2.00 X 0 0 0 KEVIN PARKE TRUSTEE 2.00 X 0 0 0 ANN RYAN TRUSTEE 2.00 X 0 0 0 CAROLYN STAFFORD STEIN TRUSTEE 2.00 X 0 0 0 KYLE UMEMBA TRUSTEE 2.00 X 0 0 0 ELI WARD TRUSTEE 2.00 X 0 0 0 SUSAN WILKINSON TRUSTEE 2.00 X 0 0 0 CHARLES E CARTER CEO & HEAD OF SCHOOL 40.00 X 238168 0 47678 SCOTT STEELE DIRECTOR OF FINANCE AND OP 40.00 X 99039 0 16188 NICOLE BAKER DIRECTOR OF DEVELOPMENT & ENGAGEMENT 40.00 X 125431 0 10312 ASHLEY MIRANDA DIRECTOR OF ALUMNI SUPPORT SERVICES 40.00 X 111279 0 13680 ERIC NETT DIRECTOR OF ENROLLMENT & PLACEMENT 40.00 X 108835 0 13276 ANNE-MARIE YU-PHELPS DIRECTOR OF ACADEMY YEAR 40.00 X 114693 0 7300 797445 0 108434 5 0 1 0 CITY WIDE FACILITY SOLUTIONS 293 BOSTON POST ROAD W STE 340 MARLBOROUGH MA 017524615 CONSTRUCTION, CLEANING, REPAIRS AND LAND 170469 1 766282 371690 1861846 32905 2999818 316030 316030 4200 0 4200 4200 4200 10914492 9519443 1395049 1395049 1395049 6552 766282 105709 -99157 -99157 4615940 0 0 1616122 269175 269175 391973 209730 143046 39197 1183505 954807 64209 164489 41781 35072 471 6238 127350 114597 212 12541 122825 91838 14969 16018 12232 12232 74116 74116 36500 36500 61842 61842 264629 81461 70257 112911 588 588 58800 45186 5813 7801 29337 24835 2251 2251 233149 186519 23315 23315 211341 169073 21134 21134 22983 18387 2298 2298 CO-CURRICULAR EXPENSES 204967 204967 POSTAGE 18130 9457 1182 7491 FUNDRAISING EXPENSES 8275 8275 TELEPHONE 3607 2885 361 361 3377105 2418577 497708 460820 494223 222800 1889226 2220014 50000 0 0 114548 44907 54201 5607809 726404 4977358 4881405 9840692 10353008 17296406 17845976 96777 91047 96777 91047 X 16848249 17697214 351380 57715 17199629 17754929 17296406 17845976 1238835 -683535 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9840692 885431 373115 10353008 8885278 138415 1173001 356002 9840692 8514737 698589 328048 8885278 8668742 1399829 -1263834 290000 8514737 6480072 963849 1459946 235125 8668742 1.00000 0 0 671125 671125 1603988 204954 1399034 228899 161991 66908 3103797 359459 2744338 4881405 3913313 -683535 42750 -61842 -702627 4615940 0 4615940 3358013 42750 42750 3315263 61842 61842 3377105 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -61,842. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 AS A MEMBER OF THE ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, WE ARE INCLUDED IN THE PUBLICATION IT SPONSORS IN THE BOSTON GLOBE. OUR RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE PUBLICATION. X X X X X X 1 K WEIL CONSULTING GROUP LLC 205 WOLCOTT ROAD BROOKLINE MA 02467 GRANT WRITING 0 352500 36500 316000 DANIEL SALERA 140 RANTOUL ST 302 BEVERLY MA 01915 FUNDRAISING CONSULTANT 0 0 78000 -78000 352500 114500 238000 SPRING CELEBRATIONS 772834 766282 6552 19833 52356 18325 15195 772834 766282 6552 19833 52356 18325 15195 105709 -99157 1 TUITION PAYMENTS, FINANCIAL ASSISTANCE, ETC 35 269175 TUITION ASSISTANCE, FINANCIAL SUPPORT AND MEDICAL PAYMENTS MADE ON BEHALF OF ALUMNI PART I, LINE 2: TUITION ASSISTANCE IS PAID DIRECTLY TO THE SCHOOL ON BEHALF OF THE ALUMNI. SOME AMOUNTS ARE PAID DIRECTLY TO MEDICAL PROFESSIONALS ON BEHALF OF THE ALUMNI. OTHER AMOUNTS ARE GIVEN TO THE ALUMNI FOR FOOD AND LIVING EXPENSES TO ENSURE THEY HAVE THE MEANS TO BE SUCCESSFUL. FOR THESE SMALL AMOUNTS, THE ALUMNI ARE NOT REQUIRED TO TELL US HOW THEY SPEND THE AMOUNTS. X 0 0 0 0 0 0 0 0 0 CHARLES E CARTER CEO & HEAD OF SCHOOL 238168 0 0 0 0 0 24856 0 22822 0 285846 0 0 0 X 4 32905 MEAN VALUE 0 0 1 1 PART I, COLUMN (B): NUMBER OF INDIVIDUALS WHO DONATED STOCK. PART I, LINE 32B: THE ORGANIZATION USES AN INVESTMENT MANAGEMENT COMPANY TO SELL DONATIONS OF SECURITIES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE BOARD OF DIRECTORS IS PROVIDED WITH A COPY OF FORM 990 WITH SCHEDULE B REDACTED. THE FULL FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND OPERATIONS AND THE TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES EMPLOYEES AND BOARD MEMBERS TO DISCLOSE ACTUAL OR POSSIBLE FINANCIAL CONFLICTS OF INTEREST WHEN THEY ARISE. THE ORGANIZATION THEN TAKES THE APPROPRIATE STEPS TO RESOLVE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED AFTER A REVIEW AND EVALUATION BY A SUBCOMMITTEE OF THE BOARD OF DIRECTORS. OTHER EMPLOYEES ARE MANAGED BY THE HEAD OF SCHOOL AND THE BOARD OF DIRECTORS APPROVES FINAL COMPENSATION OF EMPLOYEES AND OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION ALSO HAS ITS ANNUAL REPORT AND OTHER INFORMATION AVAILABLE VIA GUIDESTAR.ORG