2024-04-22T13:53:27-05:00 2023-09-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2022-10-01 770602311 EDUCATION PIONEERS EDUC 5108934374 68 HARRISON AVE 605 14991 BOSTON MA 021111929 MELISSA WU CEO 5108934374 2024-04-16 1 MELISSA WU XXX-XX-XXXX 1 JOHN BUCKLEY CPA P00830631 5083669100 2024-04-16 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MELISSA WU 68 HARRISON AVE 605 14991 BOSTON MA 021111929 4417232 0 X EDUCATIONPIONEERS.ORG X 2003 CA ATTRACT, DEVELOP, AND MOBILIZE A DIVERSE NETWORK OF HIGH POTENTIAL FUTURE LEADERS WHO WILL BRING THE CAPACITY NEEDED TO SOLVE EDUCATION'S EVOLVING SET OF CHALLENGES SO THAT EDUCATION CAN BECOME A LEVER FOR EXCELLENCE AND EQUITY. 10 9 60 102 0 0 3234624 2896254 1715591 1470707 8318 50271 0 0 4958533 4417232 0 0 0 0 3978164 4032503 0 0 626959 834585 1422177 4812749 5454680 145784 -1037448 3853110 2643556 1056096 883990 2797014 1759566 X EDUCATION PIONEERS' MISSION IS TO ATTRACT, DEVELOP, AND MOBILIZE A DIVERSE NETWORK OF HIGH POTENTIAL FUTURE LEADERS WHO WILL BRING THE CAPACITY NEEDED TO SOLVE EDUCATION'S EVOLVING SET OF CHALLENGES SO THAT EDUCATION CAN BECOME A LEVER FOR EXCELLENCE AND EQUITY. 0 0 423218 100000 THE EDUCATION PIONEERS RESPONSIVE PROGRAMS- RESPONSIVE PROGRAMMING ENABLES EP TO MAINTAIN THE CORE OF WHAT WE DO WHILE ALLOWING THE FLEXIBILITY TO ADAPT HOW WE DO IT TO ADDRESS THE MOST PRESSING NEEDS OF THE MOMENT AS THEY EMERGE AND EVOLVE. IT ALLOWS EP TO PURSUE OPPORTUNITIES TO MAXIMIZE OUR IMPACT BY SUPPORTING SCHOOL SYSTEMS AND COMMUNITIES AND STUDENTS THAT THEY SERVE. FROM 2020-2023, RESPONSIVE PROGRAMS HAVE TARGETED BRINGING SENIOR LEVEL CAPACITY TO THE EDUCATION SECTOR TO THE RESPONSE TO AND REBUILDING GIVEN THE IMPACT OF COVID-19. 3354917 1370707 THE EDUCATION PIONEERS SUMMER FELLOWSHIP ATTRACTS AND DEVELOPS TALENTED GRADUATE STUDENTS FROM BUSINESS, POLICY, AND EDUCATION MANAGEMENT PROGRAMS TO COMPLETE 10-WEEK CONSULTING PROJECTS THAT BUILD THE CAPACITY OF EDUCATION ORGANIZATIONS, INCLUDING SCHOOL DISTRICTS, CHARTER ORGANIZATIONS, GOVERNMENT AGENCIES, AND EDUCATION NON-PROFITS.THE EDUCATION PIONEERS IMPACT FELLOWSHIP ATTRACTS AND DEVELOPS EARLY CAREER TALENT WITH DEMONSTRATED DATA AND ANALYTICS AND/OR PROJECT MANAGEMENT SKILLS TO COMPLETE 10-MONTH PLACEMENTS WITH EDUCATION ORGANIZATIONS, INCLUDING SCHOOL DISTRICTS, CHARTER ORGANIZATIONS, GOVERNMENT AGENCIES AND EDUCATION NONPROFITS.THE EDUCATION PIONEERS VISITING FELLOWSHIP BUILDS THE CAPACITY AND COMMITMENT OF EMERGING LEADERS ALREADY WORKING IN THE EDUCATION SECTOR, HELPING HIGH-POTENTIAL MANAGERS EXPAND THEIR PERSPECTIVES AND STRENGTHEN THEIR NETWORKS TO ACCELERATE THEIR IMPACT WITHIN THEIR ORGANIZATIONS AND THE SECTOR MORE BROADLY. 401933 EDUCATION PIONEERS ALUMNI SERVICES PROGRAM HELPS ADVANCE OUR ALUMNI AS LEADERS IN THE FIELD OF EDUCATION. ALUMNI ENGAGEMENT IS AN INVESTMENT IN THE POTENTIAL OF THE EDUCATION PIONEERS NETWORK. OUR 4,300+ FELLOWSHIP ALUMNI WHO CONTINUE TO WORK IN SERVICE OF STUDENTS, SCHOOLS, AND THEIR RESPECTIVE COMMUNITIES ARE EDUCATION PIONEERS' BIGGEST DRIVER OF LONG-TERM IMPACT. STRENGTHENING AND SUPPORTING OUR ALUMNI NETWORK IS THE MECHANISM BY WHICH WE AMPLIFY, ACCELERATE, AND EXPAND OUR COLLECTIVE IMPACT. GOING FORWARD, EDUCATION PIONEERS' STRATEGY RELATEDTO ALUMNI SERVICES INCLUDES LEARNING HOW TO BETTER ENGAGE AND ACTIVATE THIS NETWORK TO ENABLE STRONGER CONNECTION, COLLABORATION, AND PROBLEM-SOLVING ACROSS THE SECTOR. A STRONG NETWORK SERVES AS A MORE VALUABLE RESOURCE FOR OUR ALUMNI, AND ENABLES PURSUIT OF NETWORK IMPACT THAT IS GREATER THAN THE SUM OF ITS INDIVIDUAL PARTS. 4180068 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA CA CO NY OR NJ IL MD TN MI DC CT WA X KRYSTLE ONIBOKUN 2794655435 68 HARRISON AVE 605 14991 BOSTON MA 021111929 MELISSA WU CHIEF EXECUTIVE OFFICER 40.00 X X 222135 0 17968 TRACY SESSION CHIEF IMPACT OFFICER 40.00 X 216416 0 18030 TERRENCE KNEISEL VP, EXTERNAL RELATIONS 40.00 X 147882 0 15617 EMILY MSALL VP, CENTRAL SERVICES 40.00 X 138744 0 7380 ROSS ANDERSON VP, PROGRAM CONTINUUM & NETWORK IMPACT 40.00 X 130335 0 9708 LOURDES LAGUNA VP, TALENT & PARTNERSHIPS 40.00 X 130397 0 7458 KENNETH WALK COVID RESPONSE FELLOW 40.00 X 113873 0 269 SETH REYNOLDS CHAIR 2.00 X X 0 0 0 MAURA MARINO VICE CHAIR 2.00 X X 0 0 0 BETH CLYMER TREASURER (UNTIL 12/2022) 2.00 X X 0 0 0 MATT LYONS TREASURER 2.00 X X 0 0 0 NOLBERTO DELGADILLO BOARD MEMBER 2.00 X 0 0 0 SAUMIL SHAH BOARD MEMBER 2.00 X 0 0 0 ASH SOLAR BOARD MEMBER 2.00 X 0 0 0 GINA LAZARO BOARD MEMBER 2.00 X 0 0 0 DAVID KEELING BOARD MEMBER 2.00 X 0 0 0 1099782 0 76430 8 0 1 0 0 2896254 2896254 FELLOWSHIP PROGRAMS 611430 1370707 1370707 RESPONSIVE PROGRAMS 611430 100000 100000 1470707 50271 50271 4417232 1470707 0 50271 X 492683 270077 98537 124069 2985562 2383819 314881 286862 254867 203078 27001 24788 299391 229124 35322 34945 11957 11957 167225 93521 73704 606928 515672 91256 22311 15275 1442 5594 117014 49327 51002 16685 138053 96673 20801 20579 70471 45124 8060 17287 14416 14416 2343 1609 369 365 21308 14641 3351 3316 PROGRAM EVENTS 242289 242289 MISCELLANEOUS 7862 5423 1226 1213 5454680 4180068 647653 626959 430966 121699 2228381 1687108 820089 593520 330786 116613 21846 36137 70292 2343 0 67949 20442 20530 600 0 3853110 2643556 224159 345089 313203 16458 518734 522443 1056096 883990 X 1241365 1101608 1555649 657958 2797014 1759566 3853110 2643556 -1037448 0 X X 0 1 X 1 0 X 3829360 2840561 5976815 3234624 2896254 18777614 3829360 2840561 5976815 3234624 2896254 18777614 6699320 12078294 5429 4247 2660 8318 50271 70925 85516 85516 18934055 5320110 0.63790 0.62120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 85,516. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70292 2343 67949 67949 X 4418450 1218 1218 4417232 0 4417232 5455898 1218 1218 5454680 0 5454680 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 SEPTEMBER 30, 2023. THE ORGANIZATION'S INFORMATION AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE JURISDICTIONS. X X X 0 0 0 0 0 0 0 0 0 MELISSA WU CHIEF EXECUTIVE OFFICER 222135 0 0 0 0 0 0 0 17968 0 240103 0 0 0 TRACY SESSION CHIEF IMPACT OFFICER 216416 0 0 0 0 0 0 0 18030 0 234446 0 0 0 TERRENCE KNEISEL VP, EXTERNAL RELATIONS 147882 0 0 0 0 0 0 0 15617 0 163499 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM. THE CEO AND A SENIOR MANAGER IN THE FINANCE DEPARTMENT REVIEW THE FORM 990 FOR ACCURACY AND COMPLETENESS PRIOR TO FILING. COPIES OF THE FORM 990 ARE MADE AVAILABLE TO EACH BOARD MEMBER FOR REVIEW, AS WELL. THE CEO SIGNS AND FILES THE RETURN ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO MONITOR AND ENFORCE COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THAT THE CORPORATION IS A CHARTIABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IS MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 IN COMPLIANCE WITH THE CORPORATION'S CONFLICT OF INTEREST POLICY, THE CEO RECUSED HERSELF FROM DISCUSSIONS RELATING TO THE CEO'S COMPENSATION; SHE DID NOT HAVE ANY ROLE IN THE DISCUSSIONS OR VOTE ON ANY MATTER PERTAINING TO THIS TOPIC. THE BOARD REVIEWS THE CEO'S PERFORMANCE, REVIEWS COMPARABLE SALARIES OF CEO'S OF COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA OF EDUCATION AND DETERMINES A REASONABLE LEVEL OF COMPENSATION IN RETURN FOR THE SERVICES RENDERED BY THE CEO IN FURTHERANCE OF EDUCATION PIONEERS' PURPOSE. CONTEMPORANEOUS BOARD MINUTES ARE TAKEN TO CAPTURE THE PROCESS OF DELIBERATING AND DECIDING ON THE CEO'S COMPENSATION. 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 515,672. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 91,256. TOTAL EXPENSES 606,928. FORM 990 , PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.