2024-10-08T14:05:37-05:00 2023-12-31 042979611 NARDELLA & TAYLORLLP 24 HARTWELL AVE LEXINGTON MA 02420 990 2023-01-01 046268891 BSA FOUNDATION BSAF 6179511433 290 CONGRESS STREET SUITE 200 BOSTON MA 02210 KIMBERLEE SCHUMACHER INTERIM EXECUTIVE DIRECTOR 6179511433 2024-10-08 1 0 EDWARD TAYLOR P00299025 7818626833 2024-09-24 X 2023 2024-10-15 13:58:12Z KIMBERLEE SCHUMACHER 290 CONGRESS STREET SUITE 200 BOSTON MA 02210 830098 0 X WWW.ARCHITECTS.ORG/FOUNDATION X 1971 MA THE BSA FOUNDATION EXISTS TO IMPROVE THE QUALITY OF LIFE FOR BOSTON-AREA RESIDENTS BY CHAMPIONING INNOVATION IN THE BUILT ENVIRONMENT. 18 18 0 1000 0 0 1426083 655090 8337 6786 4786 70359 1330 1048 1440536 733283 0 0 0 0 1053693 1041926 0 0 299573 583192 151750 1636885 1193676 -196349 -460393 3227381 2690216 286427 66538 2940954 2623678 X THE BSA FOUNDATION EXISTS TO IMPROVE THE QUALITY OF LIFE FOR BOSTON-AREA RESIDENTS BY CHAMPIONING INNOVATION IN THE BUILT ENVIRONMENT. AS A COMMUNITY NON-PROFIT ORGANIZATION, WE ACHIEVE THIS MISSION IN PARTNERSHIP WITH THE BOSTON SOCIETY OF ARCHITECTS BY CATALYZING AND COLLABORATING ON INNOVATION INITIATIVES AIMED AT ADDRESSING EQUITY AND SUSTAINABILITY CHALLENGES IN THE BUILT ENVIRONMENT. OUR GOAL IS TO BUILD A HEALTHY, JUST AND SUSTAINABLE BOSTON, TOGETHER. 0 0 575729 6786 THE EDUCATIONAL PROGRAMS AND EXHIBITS HOSTED BY THE BSA FOUNDATION ENABLE IT TO PROVIDE COMMUNITIES WITH A WIDE ARRAY OF RESOURCES THAT HIGHLIGHT IMPORTANT ASPECTS OF ARCHITECTURE AND THE BUILT ENVIRONMENT AND DEMONSTRATE HOW THEY CAN BE LEVERAGED TO ADDRESS EQUITY AND CLIMATE CHANGE. 575729 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X THE ORGANIZATION 6179511433 290 CONGRESS ST 200 BOSTON MA 02210 ANN BEHA TRUSTEE 2.00 X 0 0 0 BENNET HEART CHAIR & TRUSTEE 4.00 X X 0 0 0 BUD RIS TRUSTEE 2.00 X 0 0 0 DAVID MANFREDI TRUSTEE 2.00 X 0 0 0 DAVID SILVERMAN TRUSTEE 2.00 X 0 0 0 DEVANSHI PUROHIT TRUSTEE 2.00 X 0 0 0 ERIC KRAUSS TREASURER AND TRUSTEE 4.00 X X 0 0 0 GREG BIALECKI TRUSTEE 2.00 X 0 0 0 JULIANNA STUART TRUSTEE 2.00 X 0 0 0 KENNETH WILLIS TRUSTEE 2.00 X 0 0 0 LAURA WERNICK TRUSTEE & LIASON 2.00 2.00 X 0 0 0 MEERA DEEAN SECRETARY AND TRUSTEE 4.00 X X 0 0 0 PATRICIA GRUITS TRUSTEE 2.00 X 0 0 0 PATRICK MCCAFFERTY TRUSTEE 2.00 X 0 0 0 PETER KUTTNER TRUSTEE 2.00 X 0 0 0 REBECCA BERRY VICE CHAIR AND TRUSTEE 4.00 X X 0 0 0 RICHARD TAYLOR TRUSTEE 2.00 X 0 0 0 THEODORE TOULOUKIAN PAST CHAIR AND TRUSTEE 2.00 X 0 0 0 ERIC WHITE EXECUTIVE DIRECTOR 20.00 20.00 X 143270 193270 19957 JACOB NIGEL PROGRAM MANAGER 20.00 20.00 X 81715 81714 12126 224985 274984 32083 1 0 1 0 0 427935 99710 127445 655090 PUBLIC AND CIVIC PROGR 541300 6786 6786 6786 69487 69487 97687 96815 872 872 872 EXPENSE ADJUSTMENT 541300 1048 1048 1048 733283 7834 0 70359 153249 73632 38282 41335 731607 351171 182902 197534 18157 8849 4483 4825 57389 27967 14172 15250 81524 39729 20131 21664 9326 9326 21716 21716 9275 9275 18965 18965 1176 1176 4854 4854 3435 3435 COMMUNITY AND COLLABORA 63384 63384 EXHIBITIONS 10997 10997 BAD DEBT EXPENSE 4540 4540 OTHER TAXES & FEES 3641 3641 441 441 1193676 575729 318374 299573 65501 74230 186301 134178 746460 435275 19809 5218 2925 2925 0 0 2022280 2003030 187030 38285 3227381 2690216 15758 22353 12100 270669 32085 286427 66538 X 2087844 2145253 853110 478425 2940954 2623678 3227381 2690216 -460393 143117 0 X 0 1 X 1 0 X 890276 787017 708723 1426083 656138 4468237 890276 787017 708723 1426083 656138 4468237 4468237 85175 99555 160044 88340 69487 502601 4970838 185669 0.89890 0.90900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2925 2925 0 0 AGENCY FUNDS PAYABLE (AMOUNTS HELD FOR OTHERS) 32085 32085 X 867125 143117 143117 724008 9275 9275 733283 1184401 0 1184401 9275 9275 1193676 PART X, LINE 2: THE BSA FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAX. THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS AND HAS DETERMINED THAT NO PROVISION FOR UNCERTAIN TAX POSITIONS IS REQUIRED FOR OPEN TAX YEARS THROUGH THE CURRENT YEAR. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AS WELL AS IN MASSACHUSETTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 9,275. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 9,275. 0 0 0 0 0 0 0 0 0 ERIC WHITE EXECUTIVE DIRECTOR 143270 143270 0 50000 0 0 3243 3243 6735 6736 153248 203249 0 0 JACOB NIGEL PROGRAM MANAGER 81715 81714 0 0 0 0 1866 1866 4197 4197 87778 87777 0 0 FORM 990 SCHEDULE J - LINE 3 THE EXECUTIVE DIRECTOR RECEIVES COMPENSATION FROM BOSTON SOCIETY OF ARCHITECTS, A RELATED ORGANIZATION. COMPENSATION IS ESTABLISHED BY THE RELATED ORGANIZATION USING THE FOLLOWING METHODS: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE COMPLETED FORM 990 IS PROVIDED TO THE TREASURER AND THE FINANCE COMMITTEE FOR REVIEW. AFTER THEIR REVIEW, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C AS A NONPROFIT INSTITUTION, WE UPHOLD THE PUBLIC TRUST AND MEET ALL LEGAL REQUIREMENTS, WHICH EXTENDS TO RESPONSIBILITIES OF OUR EMPLOYEES AND BOARD MEMBERS. IT IS OUR POLICY TO ADDRESS ANY POTENTIAL CONFLICTS OPENLY, TRANSPARENTLY AND APPROPRIATELY. THIS USUALLY BEGINS WITH INDIVIDUAL TRUSTEES AND STAFF IDENTIFYING ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY EXIST. IT IS IMPORTANT TO AVOID ACTUAL AS WELL AS APPARENT CONFLICTS OF INTEREST. IT IS IMPORTANT THAT INDIVIDUALS MAKE THE APPROPRIATE INDIVIDUALS AWARE THAT A CONFLICT MAY EXIST AND SHOULD BE ASSESSED. IT IS THE RESPONSIBILITY OF THE TRUSTEE OR EMPLOYEE TO DISCLOSE THE CONFLICT PRIOR TO ENGAGING IN ANY DISCUSSION RELATED TO DECISION MAKING. IF A TRUSTEE DISCLOSES A POTENTIAL CONFLICT: THEY MAY PERSONALLY RECUSE THEMSELVES FROM THE DISCUSSION AND ANY VOTING; ASK THE FOUNDATION CHAIR TO DETERMINE WHETHER A CONFLICT EXISTS. IF THE CHAIR DETERMINES THERE IS A CONFLICT, THE TRUSTEE WILL BE ASKED TO RECUSE THEMSELVES, LEAVING THE SUBSEQUENT DISCUSSION AND VOTE; IF A BOARD MEMBER QUESTIONS THE CHAIR'S DECISION, THE DECISION IS REVIEWED AND VOTED UPON BY THE BOARD. THE DECISION OF THE BOARD IS FINAL. THE MINUTES OF THE MEETING SHOULD CLEARLY REFLECT THAT THE TRUSTEE INVOLVED DID NOT PARTICIPATE NOR VOTE ON THE ISSUE AT HAND. EACH TRUSTEE SIGNS A COPY OF THIS POLICY AS PART OF THE CODE OF CONDUCT AND ETHICS. EACH EMPLOYEE SIGNS THE EMPLOYEE HANDBOOK, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION IS VOTED UPON BY THE BSA BOARD OF DIRECTORS AND DETERMINED BY REVIEWING THE 990 OF OTHER ORGANIZATIONS AND THE RESULTS OF A COMPENSATION SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST. BOSTON SOCIETY OF ARCHITECTS 290 CONGRESS ST BOSTON MA 02210 042448949 PROFESSIONAL TRADE ASSOCIATION FOR ARCHITECTS MA 501(C)(6) 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 BOSTON SOCIETY OF ARCHITECTS C 427935 JOINT COLLABORATION AGREEMENT BOSTON SOCIETY OF ARCHITECTS O 1041925 JOINT COLLABORATION AGREEMENT BOSTON SOCIETY OF ARCHITECTS P 70546 JOINT COLLABORATION AGREEMENT BOSTON SOCIETY OF ARCHITECTS Q 905 ACTUAL EXPENSES INCURRED