BPE INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BPE INC (EIN 22-2667403)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-10
- IRS object ID
- 201131309349300208
- Schema version
- 2009v1.7
- 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 | 2011-05-10T08:40:45-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | 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 | 6 Beacon Street No 615 | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 021083810 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLEN C GUINEY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6172278055 | Phone |
| Date Signed | 2011-05-05 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172629898 | Phone |
| Date Prepared | 2011-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ELLEN C GUINEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Beacon Street No 615 | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 021083810 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5352172 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | 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 | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | 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 | 5681342 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5259701 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 61839 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1440 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11822 | OtherRevenuePriorYear |
| Other Revenue Current Year | 91031 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5755003 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5352172 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5410216 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5154020 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1812570 | OtherExpensePriorYear |
| Other Expenses Current Year | 2259573 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7222786 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7413593 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1467783 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2061421 | RevenuesLessExpensesCY |
| Total Assets BOY | 5612953 | TotalAssetsBOY |
| Total Assets EOY | 3918284 | TotalAssetsEOY |
| Total Liabilities BOY | 588561 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 955313 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5024392 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2962971 | NetAssetsOrFundBalancesEOY |
| 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 | 4384482 | Expense |
| Description | The Boston Teacher Residency (BTR) program is part of Bostons strategy to improve instruction for every child. BTR recruits talented, committed people to make a difference in the citys classrooms. During the 13-month program, Teacher Residents work side-by-side with Mentor Teachers in Bostons 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 masters 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 | 1880657 | Expense |
| Description | School Based Inquiry- BPE provides school teams with data, tools, and support that help them identify and address the needs of students who are at risk of falling behind. It helps teachers and school leaders respond to student performance data in a systematic way, investing energy where it has the greatest impact. Through a structured inquiry process, teachers and school leaders use these data to guide their efforts and get more students on track for promotion, graduation, and college success. The BPE data team provides schools with easy-to-use data tools and analytical support to track student progress toward graduation and make strategic interventions. Early warning data (informed by national and local research) help school teams identify and track students who, without support, would be likely to drop out. Data tools are updated every academic quarter, enabling teachers and principals to make timely decisions about which students need which kinds of support and to communicate progress with the school community. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 40395 | Expense |
| Description | Pass-Thru Projects - The Boston Plan for Excellence serves as 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 | 594049 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 594049 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 6899583 | 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 |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 288 | 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 |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | 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 | 1 | 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 | 1 | 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 | Ellen GUiney | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6172278055 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Beacon Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 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 | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Maura Banta | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| John Fish | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Jackie Jenkins-Scott | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| 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 | ||||||||
| Secretay of Board | 1.00 | X | 0 | 0 | 0 | |||
| 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 | 35.00 | 189384 | 0 | 0 | X | X | ||
| Yves Montima | ||||||||
| Director of Finance | 35.00 | 130717 | 0 | 0 | X | |||
| MArtha Cook | ||||||||
| Managing Director | 35.00 | 152703 | 0 | 0 | X | |||
| JESSE SOLOMON | ||||||||
| Director of BTR | 35.00 | 165801 | 0 | 0 | X | |||
| Shoma Haque | ||||||||
| Deputy Director of Operati | 35.00 | 103809 | 0 | 0 | X | |||
| Hollee Freeman | ||||||||
| Assistant Director | 35.00 | 127952 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 638605 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 1937289 | GovernmentGrants |
| All Other Contributions | 3322412 | AllOtherContributions |
| Total Contributions | 5259701 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1440 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1440 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 91031 | TotalRevenueColumn |
| Related Or Exempt Function Income | 91031 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 91031 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5352172 | TotalRevenueColumn |
| Related Or Exempt Function Income | 92471 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415000 | Total |
| Program Services | 245000 | ProgramServices |
| Management And General | 170000 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3904958 | Total |
| Program Services | 3777076 | ProgramServices |
| Management And General | 127882 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166155 | Total |
| Program Services | 138305 | ProgramServices |
| Management And General | 27850 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 505254 | Total |
| Program Services | 446255 | ProgramServices |
| Management And General | 58999 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162653 | Total |
| Program Services | 140562 | ProgramServices |
| Management And General | 22091 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22680 | Total |
| Program Services | 20838 | ProgramServices |
| Management And General | 1842 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 973522 | Total |
| Program Services | 949590 | ProgramServices |
| Management And General | 23932 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4585 | Total |
| Program Services | 4585 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63596 | Total |
| Program Services | 48232 | ProgramServices |
| Management And General | 15364 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280151 | Total |
| Program Services | 250377 | ProgramServices |
| Management And General | 29774 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29868 | Total |
| Program Services | 25698 | ProgramServices |
| Management And General | 4170 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58518 | Total |
| Program Services | 48730 | ProgramServices |
| Management And General | 9788 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36879 | Total |
| Program Services | 33884 | ProgramServices |
| Management And General | 2995 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7341 | Total |
| Program Services | 6745 | ProgramServices |
| Management And General | 596 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Other Expenses | 271376 | 270000 | 1376 |
| Educational Program Exp | 224339 | 223839 | 500 |
| Educational Program Sup | 84841 | 84741 | 100 |
| Events | 41248 | 36324 | 4924 |
| Telephone | 36669 | 33527 | 3142 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123960 | Total |
| Program Services | 115275 | ProgramServices |
| Management And General | 8685 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7413593 | Total |
| Program Services | 6899583 | ProgramServices |
| Management And General | 514010 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4990397 | BOY |
| EOY | 2692133 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460634 | BOY |
| EOY | 954632 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1083 | BOY |
| EOY | 20 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34508 | BOY |
| EOY | 80613 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 476233 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 366392 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107340 | BOY |
| EOY | 109841 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18991 | BOY |
| EOY | 81045 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5612953 | BOY |
| EOY | 3918284 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384838 | BOY |
| EOY | 205443 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203723 | BOY |
| EOY | 749870 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588561 | BOY |
| EOY | 955313 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3305286 | BOY |
| EOY | 1668154 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1697606 | BOY |
| EOY | 1273317 | 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 | 5024392 | BOY |
| EOY | 2962971 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5612953 | BOY |
| EOY | 3918284 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 10005344 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9772323 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6059925 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5681342 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5259701 | CurrentTaxYear |
| Total | 36778635 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10005344 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9772323 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6059925 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5681342 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5259701 | CurrentTaxYear |
| Total | 36778635 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 13659817 | AmountsSubstContributorsTotal |
| Public Support Total170 | 23118818 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 446517 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 439418 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 238457 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 61839 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1440 | CurrentTaxYear |
| Total | 1187671 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 10089 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11822 | CurrentTaxYearMinus1Year |
| Current Tax Year | 91031 | CurrentTaxYear |
| Total | 112942 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 38079248 | TotalSupport |
| Public Support Pertcentage170 | 0.60710 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.50510 | 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 | 476233 | OtherCostOrOtherBasis |
| Depreciation | 366392 | Depreciation |
| Book Value | 109841 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 109841 | TotalOfBookValueLandBuildings |
| Total Revenue | 5352172 | TotalRevenue |
| Total Expenses | 7413593 | TotalExpenses |
| Excess Or Deficit For Year | -2061421 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -2061421 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6031740 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 679568 | OtherRevenues |
| Revenue Not Rptd F990 | 679568 | RevenueNotRptdF990 |
| Revenue Subtotal | 5352172 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5352172 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8093161 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 679568 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 679568 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7413593 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7413593 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The Foundation is a not-for-profit organization that is exempt from Federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code and Chapter 180 of the Massachusetts General Laws. Unrelated business income, of which the Foundation had none for the years ended June 30, 2010 and 2009, would be subject to federal and state income taxes. Consequently, the accompanying financial statements do not reflect any provision for income taxes.The Foundation has evaluated the tax positions taken in its previously filed returns and those expected to be taken in its 2010 return and believe they are more-likely-than-not of being sustained if examined by Federal or state tax authorities. The Foundations 2002 through 2009 tax years remain subject to tax examinations by Federal and state tax authorities. |
| Part XII, Line 2d - Other Adjustments: | Inkind Services | |
| Part XIII, Line 2d - Other Adjustments: | in-kind Services |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELLEN C GUINEY | |||||||||||||
| 170000 | 0 | 0 | 0 | 19384 | 0 | 0 | 0 | 0 | 0 | 189384 | 0 | 0 | 0 |
| MArtha Cook | |||||||||||||
| 120000 | 0 | 0 | 0 | 32703 | 0 | 0 | 0 | 0 | 0 | 152703 | 0 | 0 | 0 |
| JESSE SOLOMON | |||||||||||||
| 132250 | 0 | 0 | 0 | 33551 | 0 | 0 | 0 | 0 | 0 | 165801 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The form 990 is reviewed by the finance committee and then presented to the full board. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is reviewed annually and monitored by the board of directors |
| Form 990, Part VI, Section B, line 15 | comparability data is collected for all positions within the organization by the organization and provided by outside consultant |
| Form 990, Part VI, Section C, line 19 | The organization makes the documents available upon request. |
| Part X1, 2c | The Finance Committee is responsible for the oversight of the audit and selection of the independent accountant. |
Comments