2025-01-22T12:37:31-06:00 2024-06-30 823736106 POZERSKI HATCH & COMPANY 100 LEDGEWOOD PLACE SUITE 304 ROCKLAND MA 02370 990 2023-07-01 731710051 BEACON ACADEMY INC BEAC 6174232266 814 SOUTH STREET BOSTON MA 02131 SCOTT STEELE DIRECTOR OF FINANCE AND OPERATIONS 6174232266 2025-01-22 1 0 TRACI L POZERSKI CPA P00415905 7814801430 2025-01-22 2023 2024-10-15 13:58:12Z SCOTT STEELE 814 SOUTH STREET BOSTON MA 02131 3887815 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. 27 27 18 250 0 0 2211418 2792231 1125 0 216534 282952 -24123 -70905 2404954 3004278 0 0 0 0 1683249 1712101 0 0 334682 1162872 1300019 2846121 3012120 -441167 -7842 16438161 17296406 227761 96777 16210400 17199629 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 1949495 BEACON ACADEMY IDENTIFIES, CONFRONTS AND BRIDGES THE ACHIEVEMENT GAP BETWEEN BOSTON'S LOW-INCOME URBAN STUDENTS AND THEIR MORE AFFLUENT PEERS. OUR MISSION IS TO CHANGE THE TRAJECTORY OF OUR STUDENTS' LIVES THROUGH ACCESS TO EXCELLENT EDUCATIONAL OPPORTUNITIES. WE PROVIDE AN EXTRA 14 MONTHS OF FULL-TIME SCHOOL FOR PROMISING AND MOTIVATED URBAN STUDENTS WHO HAVE COMPLETED THE 8TH GRADE, BUT WHO ARE UNDERPREPARED FOR CHALLENGING INDEPENDENT HIGH SCHOOLS. BEACON HAS THREE ESSENTIAL COMPONENTS: OUR 14 MONTH SCHOOL, OUR ALUMNI PROGRAM AND OUR STRATEGIC OUTREACH TO SHARE BEST PRACTICES IN EDUCATING URBAN YOUTH. BEACON ACADEMY IS THE ONLY SCHOOL OF ITS KIND IN THE COUNTRY. OUR STUDENTS ARRIVE AT BEACON ACADEMY DRAMATICALLY UNDEREDUCATED AND UNDERPREPARED. MANY HAVE NEVER WRITTEN FORMAL ESSAYS AND ARE MISSING KEY MATH SKILLS AND OTHER BASIC KNOWLEDGE. THIS LACK OF QUALITY PREPARATION PERPETUATES THE CYCLE OF POVERTY THAT CHARACTERIZES TOO MUCH OF URBAN BOSTON AND SURROUNDING AREAS. NORTHEASTERN UNIVERSITY'S REPORT, "GETTING TO THE FINISH LINE" STATES THAT ONLY 7.5% OF STUDENTS OF COLOR FROM NON-EXAM PUBLIC SCHOOLS WILL COMPLETE A TWO OR FOUR YEAR DEGREE WITHIN SEVEN YEARS OF ENTERING COLLEGE. FURTHER, THE FEW WHO DO MOVE ON TO HIGHER EDUCATION ARE NOT ADEQUATELY PREPARED AND ARE OFTEN PLACED IN REMEDIAL COLLEGE CLASSES. IN CONTRAST: 100% OF THE BEACON STUDENTS FROM OUR CLASSES HAVE GRADUATED FROM HIGH SCHOOL. 90% OF OUR HIGH SCHOOL GRADUATES ENROLLED IN COLLEGE. COLLECTIVELY, OUR STUDENTS HAVE EARNED MILLIONS OF DOLLARS IN HIGH SCHOOL AND COLLEGE SCHOLARSHIPS. BEACON MITIGATES THE CRISIS IN EDUCATION AMONG ECONOMICALLY DISADVANTAGED YOUTHS THROUGH OUR INTENSE ACADEMIC PROGRAM AND OUR CONTINUED INVESTMENT IN OUR GRADUATES. DURING THE 2023-2024 SCHOOL YEAR, 16 STUDENTS ATTENDED BEACON ACADEMY. 233902 THE SCHOOL- OVER BEACON ACADEMY'S INTENSIVE 14 MONTHS, 8+ HOUR SCHOOL DAYS INCLUDE INTENSE AND HIGH LEVEL ACADEMIC INSTRUCTION, CO-CURRICULAR PROGRAMMING, STUDY HALLS AND THEN 2-3 HOURS OF HOMEWORK. BEACON STARTS IN JULY WITH 5-WEEKS OF SUMMER SCHOOL, CONTINUES THROUGH THE ACADEMIC YEAR, AND A SECOND SUMMER OF INDIVIDUALLY TAILORED ACADEMIC AND ENRICHMENT PROGRAMS. EXPERIENCED TEACHERS, SMALL CLASSES AND AN ENGAGING, RIGOROUS CURRICULUM ENSURE THAT STUDENTS GAIN AT LEAST TWO YEARS OF LEARNING IN ONE YEAR TO PREPARE THEM FOR SUCCESS IN THECOMPETITIVE SECONDARY SCHOOLS. BEACON'S CORE CURRICULUM INCLUDES INTENSIVE MATH, ENGLISH, HISTORY AND SCIENCE CLASSES. BEACON STUDENTS ALSO PARTICIPATE IN COMMUNITY SERVICE LEARNING, NUTRITION AND SPORTS EDUCATION AND ACTIVITIES DESIGNED TO INCREASE THEIR CULTURAL FLUENCY. ALUMNI PROGRAM - THE ALUMNI PROGRAM FACILITATES IMPORTANT AND CONTINUOUS CONNECTIONS BETWEEN BEACON ALUMNI AND OUR STAFF, VOLUNTEERS, COACHES AND MENTORS. THIS ONGOING ENGAGEMENT, SUPPORT AND GUIDANCE ENSURE OUR ALUMNI'S SUCCESSS THROUGH HIGH SCHOOL, COLLEGE AND BEYOND. WE KNOW THAT OUR STUDENTS, MUCH LIKE THEIR PEERS FROM THE SAME ZIP CODES, FACE ONGOING OBSTACLES INCLUDING A LACK OF RIGORUS ACADEMIC PREPARATION, CAMPUS ISOLATION AND THE NEED FOR FINANCIAL AID. BEACON ADDRESSES THESE ISSUES IN THE FOLLOWING WAYS: FIVE ANNUAL COMMUNITY ALUMNI EVENTS, COLLEGE PREPARATION AND APPLICATION SUPPORT, EMERGENCY FUNDS, DEEP AND ONGOING RELATIONSHIPS. DESPITE THE BEST INTENTIONS OF THE FINE INSTITUTIONS THAT ACCEPT AND FUND OUR STUDENTS, BEACON GRADUATES ENCOUNTER RACISM, ISOLATION AND OTHER OBSTACLES TO THEIR SUCCESS IN HIGH SCHOOL AND COLLEGE. THE BEACON ACADEMY ALUMNI PROGRAM GUARANTEES SUPPORT, GUIDANCE AND A COMMUNITY OF ACHIEVEMENT THROUGH HIGH SCHOOL, COLLEGE AND BEYOND. ALUMNI PROGRAM COMPONENTS: SCHEDULED ALUMNI EVENTS: WE HOST MANY ANNUAL EVENTS SUCH AS HIGH SCHOOL AND COLLEGE SEMINARS, A HOMECOMING DANCE, A HOLIDAY PARTY, COLLEGE VISITS AND ADVISING, AND A GRADUATION LUNCHEON, WHICH JSA CREATES AN ONGOING ALUMNI COMMUNITY. COLLEGE SUPPORT: WE HAVE ACTIVELY DEVELOPED OUR COLLEGE SUPPORT COMPONENT OF OUR ALUMNI PROGRAM. COMPONENTS INCLUDE: OUR OWN GUIDE BOOK DESIGNED TO HELP STUDENTS WHO ARE NOT FAMILIAR WITH THE COLLEGE APPLICATION PROCESS, SAT PREP, ESSAY WRITING WORKSHOPS, INTERVIEW PREPARATION, ADVISING, COLLEGE VISITS AND ACCESS TO GAP FUNDING. EMERGENCY FUND: STUDENTS MAY APPLY TO BEACON FOR ANCILLARY ITEMS NOT COVERED BY TUITION TO HELP THEM BE FULL PARTICIPANTS IN HIGH SCHOOL AND COLLEGE SUCH AS EYEGLASSES, TEXTBOOKS, FIELD TRIP EXPENSES AND ATHLETIC EQUIPMENT. ONGOING RELATIONSHIPS: OUR SMALL SIZE AND INTENSE RELATIONSHIPS ENDURE. STUDENTS ARTICULATE THAT THEY TURN TO BEACON FRIENDS FIRST WHEN STRUGGLING WITH ISSUES OF FINANCIAL AID, DOMESTIC ABUSE OR THE COLLEGE APPLICATION PROCESS. 2183397 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MA X X SCOTT STEELE 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 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 CHARLIE DAVIES TRUSTEE 2.00 X 0 0 0 LISA DIADAMO TRUSTEE 2.00 X 0 0 0 JENNIFER DOLINS 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 TASHA ODEMWINGIE TRUSTEE 2.00 X 0 0 0 ELAINE O'CONNELL TRUSTEE 2.00 X 0 0 0 JUAN RODRIGUEZ TRUSTEE 2.00 X 0 0 0 MICHAEL RUBENSTEIN 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 BETH STONEBRAKER 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 CHARLES E CARTER CEO & HEAD OF SCHOOL 50.00 X 221918 0 29052 SCOTT STEELE DIRECTOR OF FINANCE AND OP 50.00 X 116231 0 15255 NICOLE BAKER DIRECTOR OF DEVELOPMENT AND ENGAGEMENT 40.00 X 109900 0 10071 ERIC NETT DIRECTOR OF ENROLLMENT 40.00 X 101493 0 13030 ANNE-MARIE YU-PHELPS ENGLISH TEACHER 40.00 X 101718 0 0 651260 0 67408 5 0 1 0 AEGEAN BUILDERS 131 JOHNSON ROAD WINCHESTER MA 01890 CONSTRUCTION SERVICES 309750 1 780553 58815 1952863 25018 2792231 279998 279998 3500 0 3500 3500 3500 788830 785876 2954 2954 2954 23256 780553 97661 -74405 -74405 3004278 0 0 212047 360205 178580 145605 36020 1032455 900672 6028 125755 58814 47639 4117 7058 150340 124357 10521 15462 110287 88878 8434 12975 9870 9870 73863 73863 49210 49210 117869 50451 65915 1503 8355 8355 54982 23854 28612 2516 18895 11631 7264 172407 129203 26666 16538 198368 152644 36735 8989 23397 18004 4333 1060 CO-CURRICULAR EXPENSES 233902 233902 ALUMNI EXPENSES 170865 170865 SUBCONTRACTORS 137907 44422 5832 87653 FUNDRAISING EXPENSES 18247 18247 11882 8295 2681 906 3012120 2183397 494041 334682 304691 494223 1453270 1889226 876830 50000 5265 21835 44907 5492421 515063 4750375 4977358 9025895 9840692 16438161 17296406 227761 96777 227761 96777 X 15173730 16848249 1036670 351380 16210400 17199629 16438161 17296406 -7842 997071 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8885278 138415 1173001 356002 9840692 8514737 698589 328048 8885278 8668742 1399829 -1263834 290000 8514737 6480072 963849 1459946 235125 8668742 5628385 883215 140402 171931 6480071 1.00000 0 0 671125 671125 1603988 151488 1452500 228899 117523 111376 2988409 246052 2742357 4977358 3952139 997071 -49210 947861 3004278 0 3004278 2962910 0 2962910 49210 49210 3012120 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -49,210. 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 54500 13000 41500 54500 13000 41500 SPRING CELEBRATIONS 803809 780553 23256 19445 75428 2787 803809 780553 23256 19445 75428 2787 97660 -74404 X 0 0 0 0 0 0 0 0 0 CHARLES E CARTER CEO & HEAD OF SCHOOL 221918 0 0 0 0 0 13797 0 15255 0 250970 0 0 0 X 3 25018 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