Bpe INC

Roxbury, MAUnknown exempt organization EIN 22-2667403Revenue $5.2M in FY2021Files the 990-N e-Postcard (latest 2024). Last full Form 990: 2020.

On file with the IRSbpe.orgRoxbury, MA

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Bpe's mission is to drive 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.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 22-2667403) · Dispute this line
75¢ of each $1 spent went to programs.
Run by 50 volunteers and 28 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest 990-N e-Postcard
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Spent on programs
75%
of spending
75% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$563K
to officers and key staff · 11% of spending
Pay to officers and key staff is 11% of spending.
Part VII, Section A
7.6 mo
of spending, in cash
7.6 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $50K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$1.8M
44% of total assets
Liabilities are 44% of assets.
Pt X · Ln 26
Independent board members
9
of 11 voting members
9 of 11 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$5.2M
Spent
$4.9M
To programs
75%
Net assets
$2.3M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Is it real?

Yes. Exemption reinstated (2024-11-15). Per the IRS revocation list. Files the 990-N e-Postcard (latest 2024). Last full Form 990: 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $3.7M Management & general 17% · $852K Fundraising 7% · $369K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $563K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Treasurer/Clerk/Cao
$160,702Pt VII · Sec A
President/Executive Dir.
$158,687Pt VII · Sec A
Chief Financial Officer
$133,203Pt VII · Sec A
Chief Improvement Officer
$110,627Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Bpe INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Develops great teachers and schools to improve student outcomes.

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1 program · $3.7M · in their own filed words · FY2020
01

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.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 22-2667403) · Dispute this line
$3.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2019
Total grants receivedfrom 1 funder$50K
Grants paid · 1 grant · $71K · 2020–2020

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2018 · $3.7M federal money spent
Teacher Quality Partnership GrantsDepartment of Education · ALN 84.336 · Direct$2.4M
Education Innovation and Research (formerly Investing in Innovation (i3) FundDepartment of Education · ALN 84.411 · Direct$654K
AmericorpsAmeriCorps · ALN 94.006 · Through Massachusetts Service Alliance$580K

The auditor reported no findings.

Year ending Jun 2017 · $3.8M federal money spent
Teacher Quality Partnership GrantsDepartment of Education · ALN 84.336 · Direct$2.2M
Education Innovation and Research (formerly, Investing in Innovation (i3) Fund)Department of Education · ALN 84.411 · Direct$1.1M
AmericorpsAmeriCorps · ALN 94.006 · Through Massachusetts Service Alliance$559K
Fund for the Improvement of EducationDepartment of Education · ALN 84.215 · Through Dudley Street Neighborhood Initiative$25K

The auditor reported no findings.

Year ending Jun 2016 · $4.0M federal money spent
Teacher Quality Partnership GrantsDepartment of Education · ALN 84.336 · Direct$2.2M
Investing in Innovation (i3) FundDepartment of Education · ALN 84.411 · Direct$1.0M
AmericorpsAmeriCorps · ALN 94.006 · Through Massachusetts Service Alliance$815K
Fund for the Improvement of EducationDepartment of Education · ALN 84.215 · Through Dudley Street Neighborhood Initiative$25K

The auditor reported no findings.

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$5.2M
Ln 12
Gifts and grantsLn 1h$5.3M
Investment incomeLn 3$2K
Money outPt IX
$4.9M
Ln 25
Programscol B$3.7M
Managementcol C$852K
Fundraisingcol D$369K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$3.1M
Total assetsLn 16$4.0M
LiabilitiesLn 26$1.8M
PeoplePt VI, VII
13
listed · VII A
PaidVII A4
Voting boardVI 1a11
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.3M
Government grantsLn 1e$3.3M
Investment incomeLn 3$2K
Total revenueLn 12$5.2M
Assets in detailPt X, end of year
CashLn 1$1.3M
SavingsLn 2$1.8M
Cash and savings togetherLn 1–2$3.1M
Pledges and grants receivableLn 3$364K
Prepaid expenses and deferred chargesLn 9$45K
Land, buildings, equipmentLn 10c$61K
Other assetsLn 15$434K
Total assetsLn 16$4.0M
LiabilitiesLn 26$1.8M
Net assetsLn 32$2.3M
OperationsPt I, VI
EmployeesI 528
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$2.4M$3.1M
Land, buildings, equipmentLn 10c$87K$61K
Total assetsLn 16$4.1M$4.0M
LiabilitiesLn 26$2.1M$1.8M
Net assetsLn 32$2.0M$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$71K$71K
Pay of officers and key staff (Part IX, line 5)Ln 5$572K$179K$212K$182K
Other salaries and wagesLn 7$2.3M$1.9M$226K$127K
Pension plan contributionsLn 8$59K$54K$3K$2K
Other employee benefitsLn 9$292K$154K$102K$36K
Payroll taxesLn 10$138K$103K$21K$15K
Accounting feesLn 11c$32K$32K
Advertising and promotionLn 12$16K$11K$5K$524
Office expensesLn 13$18K$2K$16K
Information technologyLn 14$81K$58K$21K$2K
OccupancyLn 16$117K$117K
TravelLn 17$2K$2K$354
Conferences, conventions and meetingsLn 19$14K$11K$3K$199
InsuranceLn 23$26K$26K
Other expenses (24a–d)Ln 24$1.2M$1.1M$47K$1K
All other expensesLn 24e$79K$54K$21K$5K
Total functional expensesLn 25$4.9M$3.7M$852K$369K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest ViewingFiled with the IRS May 11, 2022 $5.2M$4.9M$261K$2.3M 990 PDF

Files the 990-N e-Postcard (latest 2024). Last full Form 990: 2020. The 990-N has no money details, and postcard years before 2024 are not published by the IRS.

Schedules filed Part IV

I · Grants J · Pay O · Explanations
See the full FY2021 990
Part I · Summary $5,203,233 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,403,276$5,315,640
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $13,528$1,887
I-11 Other revenuePrior year −$39,916−$114,294
I-12 Total revenuePrior year $4,376,888$5,203,233
I-13 Grants and similar amounts paidPrior year $110,431$70,704
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,687,778$3,334,861
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,191,934$1,536,533
I-18 Total expensesPrior year $4,990,143$4,942,098
I-19 Revenue less expensesPrior year −$613,255$261,135
Part VI · Governance 9 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,203,233 across 7 lines filed
VIII-1e Government grants$3,271,808
VIII-1f All other contributions, gifts and grants$2,043,832
VIII-1h Total contributions, gifts and grants$5,315,640
VIII-3 Investment incomeExcluded from tax $1,887$1,887
VIII-6 Net rental income or lossExcluded from tax −$127,194−$127,194
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,900$12,900
VIII-12 Total revenueRelated to mission $12,900 · Unrelated business $0 · Excluded from tax −$125,307$5,203,233
Part IX · Statement of functional expenses $4,942,098 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $70,704$70,704
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $179,119 · Management $211,508 · Fundraising $181,819$572,446
IX-7 Other salaries and wagesPrograms $1,920,655 · Management $225,505 · Fundraising $127,013$2,273,173
IX-8 Pension plan contributionsPrograms $54,406 · Management $2,948 · Fundraising $1,569$58,923
IX-9 Other employee benefitsPrograms $154,422 · Management $102,105 · Fundraising $35,737$292,264
IX-10 Payroll taxesPrograms $102,630 · Management $20,509 · Fundraising $14,916$138,055
IX-11c Accounting feesManagement $31,800$31,800
IX-12 Advertising and promotionPrograms $10,532 · Management $5,443 · Fundraising $524$16,499
IX-13 Office expensesPrograms $2,109 · Management $16,311$18,420
IX-14 Information technologyPrograms $57,666 · Management $21,144 · Fundraising $1,710$80,520
IX-16 OccupancyManagement $117,179$117,179
IX-17 TravelPrograms $2,000 · Management $354$2,354
IX-19 Conferences, conventions and meetingsPrograms $10,545 · Management $2,861 · Fundraising $199$13,605
IX-23 InsuranceManagement $25,768$25,768
IX-24 Other expenses (24a–d)Programs $1,102,492 · Management $47,419 · Fundraising $1,146$1,151,057
IX-24e All other expensesPrograms $53,839 · Management $20,969 · Fundraising $4,523$79,331
IX-25 Total functional expensesPrograms $3,721,119 · Management $851,823 · Fundraising $369,156$4,942,098
Part X · Balance sheet $4,024,536 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,346,930$1,344,776
X-2 Savings and temporary cash investmentsStart of year $1,031,752$1,777,072
X-3 Pledges and grants receivableStart of year $1,178,799$363,841
X-9 Prepaid expenses and deferred chargesStart of year $56,899$44,616
X-10c Land, buildings and equipment, netStart of year $87,129$60,650
X-15 Other assetsStart of year $369,381$433,581
X-16 Total assetsStart of year $4,070,890$4,024,536
X-17 Accounts payable and accrued expensesStart of year $737,497$487,134
X-21 Escrow or custodial accountsStart of year $226,745$290,945
X-24 Unsecured notes and loans payableStart of year $876,010$778,578
X-25 Other liabilitiesStart of year $237,561$213,667
X-26 Total liabilitiesStart of year $2,077,813$1,770,324
X-27 Net assets without donor restrictionsStart of year $1,390,848$1,546,589
X-28 Net assets with donor restrictionsStart of year $602,229$707,623
X-32 Total net assets or fund balancesStart of year $1,993,077$2,254,212
X-33 Total liabilities and net assetsStart of year $4,070,890$4,024,536
Part XI · Reconciliation of net assets $2,254,212 net assets at year end
XI-1 Total revenue$5,203,233
XI-2 Total expenses$4,942,098
XI-3 Revenue less expenses$261,135
XI-4 Net assets at start of year$1,993,077
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,254,212

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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