2024-05-09T13:39:45-05:00 2023-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2022-07-01 813213571 BPE INC BPEI 6172278055 67 KEMBLE STREET 25 ROXBURY MA 02119 JESSE SOLOMON EXECUTIVE DIRECTOR 6172278055 2024-05-09 1 JESSE SOLOMON XXX-XX-XXXX 1 NICHOLE REILLY CPA P01633587 5083669100 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JESSE SOLOMON 67 KEMBLE STREET 25 ROXBURY MA 02119 10930852 0 X WWW.BPE.ORG X 1984 MA BPE DRIVES EXCEPTIONAL OUTCOMES FOR ALL STUDENTS BY DEVELOPING GREAT TEACHERS AND GREAT SCHOOLS. FOR THREE DECADES, BPE (FORMERLY THE BOSTON PLAN FOR EXCELLENCE) HAS DEVISED SOLUTIONS TO THE TOUGHEST CHALLENGES FACED BY BOSTON'S STUDENTS AND TEACHERS BY WEAVING TOGETHER EXPERTISE IN TEACHER TRAINING AND SCHOOL DEVELOPMENT. WE BELIEVE AMBITIOUS TEACHING (WHICH WE DEFINE AS INSTRUCTION THAT CONSISTENTLY ENGAGES ALL STUDENTS IN RIGOROUS CONTENT) REQUIRES NOT ONLY EFFECTIVE TEACHERS, BUT ALSO SYSTEMS THAT SUPPORT GREAT TEACHING AND METHODS FOR CONTINUOUS IMPROVEMENT. WE HAVE PREPARED OVER 600 TEACHERS FOR THE BOSTON PUBLIC SCHOOLS THROUGH THE NATIONALLY RECOGNIZED AND REPLICATED BOSTON TEACHER RESIDENCY PROGRAM. TODAY, WE ARE REDESIGNING SCHOOLING FOR STUDENTS AND TEACHERS BY CREATING NEIGHBORHOOD-BASED, PREK-12 PATHWAY OF TEACHING ACADEMIES, SCHOOLS WHICH PROVIDE A WORLD CLASS EDUCATION FOR ALL STUDENTS WHILE PREPARING OUTSTANDING NEW TEACHERS FOR THE BOSTON PUBLIC SCHOOLS. 12 10 28 10 0 0 5483526 10920288 0 0 0 0 -80221 10564 5403305 10930852 66863 4044 0 0 3678535 3572245 0 0 408399 1603457 1895358 5348855 5471647 54450 5459205 3625783 10298623 1317121 2530756 2308662 7767867 SEE PART I LINE 1. 0 0 3915915 4044 10564 BPE TEACHING ACADEMIES REDESIGN HOW HUMAN CAPITAL IS ORGANIZED, DEPLOYED, AND CONTINUOUSLY IMPROVED IN SERVICE OF STUDENT LEARNING. TEACHING ACADEMIES ARE MODELED AFTER THE BEST TEACHING HOSPITALS, WHICH PROVIDE EXEMPLARY CARE FOR PATIENTS AND A PREMIER TRAINING GROUND FOR NEW DOCTORS. THE SCHOOLS AIM TO CONSISTENTLY PREPARE HIGH-QUALITY TEACHERS FOR BOSTON'S SCHOOLS, AND TO GRADUATE RESILIENT, HARD-WORKING STUDENTS WHO ARE WELL-PREPARED FOR SUCCESS IN COLLEGE AND CAREER. 3915915 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 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 66 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X X CLARA ARROYO CHIEF FINANCIAL OFFICER 6172750739 67 KEMBLE ST SUITE 25 ROXBURY MA 02119 JESSE SOLOMON PRESIDENT/EXECUTIVE DIR. 40.00 X X 203038 0 40726 MELANIE WINKLOSKY CLERK/CAO 40.00 X X 178064 0 9252 CLARA ARROYO CHIEF FINANCIAL OFFICER/TR 40.00 X 155120 0 15051 CHELSEA VOAKE DIRECTOR OF STRATEGIC INITIATIVES 40.00 X 116361 0 26884 CHRISTINE CONNOLLY INSTRUCTIONAL SYSTEMS DIRECTOR 40.00 X 145284 0 9511 EDWARD P LIU CHIEF IMPROVEMENT OFFICER 40.00 X 132642 0 20927 MONIQUE DAVIS DIRECTOR OF ALUMNI RELATIONS & PLACEMENT 40.00 X 110414 0 18679 EMILY HARRIS DIRECTOR OF TALENT 40.00 X 109926 0 13150 CHARLES K GIFFORD CHAIR 0.50 X X 0 0 0 MAURA BANTA BOARD MEMBER 0.50 X 0 0 0 RICHARD M BURNES BOARD MEMBER 0.50 X 0 0 0 REV GREGORY GROOVER BOARD MEMBER 0.50 X 0 0 0 TAMMY BATTAGLINO BOARD MEMBER 0.50 X 0 0 0 MAKEEBA MCCREARY BOARD MEMBER 0.50 X 0 0 0 JAL MEHTA BOARD MEMBER 0.50 X 0 0 0 ERIN SUTHERLAND BOARD MEMBER 0.50 X 0 0 0 JOHN BORDERS BOARD MEMBER 0.50 X 0 0 0 ELLEN GUINEY BOARD MEMBER 0.50 X 0 0 0 1150849 0 154180 9 0 1 0 0 2323079 8597209 10920288 OTHER REVENUE 611710 10564 10564 10564 10930852 10564 0 0 4044 4044 606254 197218 221075 187961 2417814 1970568 304578 142668 74083 63915 7110 3058 293245 170975 78089 44181 180849 130513 30686 19650 3745 3745 52670 52670 60000 60000 528643 406849 118304 3490 16281 13853 1781 647 15872 24 15788 60 66728 30908 30077 5743 201301 2264 199037 25021 20875 4146 56419 34913 21032 474 23349 23349 RESIDENT STIPENDS AND B 738180 738180 PROGRAM SUPPORT AND SUP 38823 38705 118 MINOR EQUIP & MAINT 35194 7863 27319 12 MISCELLANEOUS 33132 24248 8429 455 5471647 3915915 1147333 408399 1367537 1017350 1504588 6412588 470140 1776524 35247 47429 295079 277106 33354 17973 214917 1026759 3625783 10298623 1087315 1488376 144731 85743 85075 956637 1317121 2530756 X 1475041 6328194 833621 1439673 2308662 7767867 3625783 10298623 5459205 0 X X 0 1 X 1 1 1 X 5957340 4403276 5315640 5483526 10920288 32080070 5957340 4403276 5315640 5483526 10920288 32080070 79696 32000374 144738 392284 409623 366660 1313305 53910 27949 12900 16477 10564 121800 33515175 0.95480 0.94000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 0 0 0 1 60000 0 0 60000 0 PART II-B, LINE 1: * DEVELOPING AND EXECUTING PUBLIC AFFAIRS STRATEGY THAT POSITION BPE AS A LEADER OF INNOVATIVE STRATEGIES THAT DRIVE STUDENT SUCCESS IN THE CLASSROOM. * INTRODUCING BPE TO KEY CITY, STATE AND NATIONAL STAKEHOLDERS AS VALUED AND EXPERIENCED PARTNERS IN ONGOING EFFORTS TO REIMAGINE PUBLIC EDUCATION POST-COVID19. * ASSISTING WITH NECESSARY MEDIA OUTREACH, PUBLIC AFFAIRS AND POLICYMAKING. 0 144731 58988 85743 1 X 109527 100298 9229 185552 176808 8744 17973 SECURITY DEPOSIT 70186 FUNDS HELD FOR OTHERS 85743 RIGHT-OF-USE ASSETS - OPERATING 870830 1026759 OPERATING LEASE LIABILITY 956637 956637 X 10979186 48334 48334 10930852 0 10930852 5519981 48334 48334 5471647 0 5471647 PART IV, LINE 2B: BPE ACTS AS A FISCAL AGENT FOR DUDLEY STREET CHARTER SCHOOL FOR CERTAIN PROJECTS. PART X, LINE 2: BPE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. BPE HAS NOT TAKEN ANY TAX POSITIONS WHICH WOULD HAVE A MATERIAL EFFECT, INDIVIDUALLY, OR IN THE AGGREGATE, UPON BPE'S FINANCIAL STATEMENTS AT JUNE 30, 2023. BPE BELIEVES IT HAS NOT TAKEN ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD JEOPARDIZE BPE'S TAX-EXEMPT STATUS. BPE'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. X 0 0 0 0 0 0 0 0 0 JESSE SOLOMON PRESIDENT/EXECUTIVE DIR. 203038 0 0 0 0 0 20000 0 20726 0 243764 0 0 0 MELANIE WINKLOSKY CLERK/CAO 178064 0 0 0 0 0 9009 0 243 0 187316 0 0 0 CLARA ARROYO CHIEF FINANCIAL OFFICER/TR 155120 0 0 0 0 0 7537 0 7514 0 170171 0 0 0 CHRISTINE CONNOLLY INSTRUCTIONAL SYSTEMS DIRECTOR 145284 0 0 0 0 0 2010 0 7501 0 154795 0 0 0 EDWARD P LIU CHIEF IMPROVEMENT OFFICER 132642 0 0 0 0 0 13413 0 7514 0 153569 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FINANCE COMMITTEE OF THE ORGANIZATION MEETS REGULARLY, BUT DOES NOT MAINTAIN MINUTES OF THOSE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND SHARED WITH THE FINANCE COMMITTEE BEFORE IT IS FILED. 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 THE ORGANIZATION USES PERFORMANCE EVALUATIONS AND INSIGHT PERFORMANCE INC'S COMPENSATION REVIEW OF MANAGEMENT POSITIONS AT COMPARABLE NOT-FOR-PROFITS AS A BASIS FOR COMPENSATION. IN ADDITION, THE EXECUTIVE DIRECTOR'S COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 BPE MAKES ITS DOCUMENTS AND FORMS AVAILABLE UPON REQUEST AND THROUGH WWW.BPE.ORG. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.