2025-05-15T12:34:18-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 825484855 PHILADELPHIA ACADEMY OF SCHOOL LEADERS INC PHIL 2159657945 230 S BROAD ST 17TH FLOOR PHILADELPHIA PA 19102 EDWIN M QUEZADA EXECUTIVE DIRECTOR 2159657945 2025-05-13 1 1 KERRI N BOGDA CPA P00760402 7177404863 2025-05-12 2023 2025-03-06 01:10:19Z EDWIN M QUEZADA 230 S BROAD ST 17TH FLOOR PHILADELPHIA PA 19102 4396263 0 X WWW.PHILLYSCHOOLLEADERS.ORG X 2018 PA TO DEVELOP AND RETAIN PRINCIPALS AND LEADERS WHO IMPROVE STUDENT OUTCOMES AND DRIVE SYSTEMIC CHANGE. 7 6 13 6 0 0 2613578 3922746 115000 433780 8165 39041 3994 696 2740737 4396263 107267 32000 0 0 1631981 2043580 0 0 93490 1219229 1966186 2958477 4041766 -217740 354497 950172 1649438 313838 658607 636334 990831 X WE DEVELOP, ENGAGE, AND RETAIN PRINCIPALS AND SYSTEM LEADERS WHO TRANSFORM SCHOOLS, DRAMATICALLY IMPROVE STUDENT OUTCOMES, AND DRIVE SYSTEMIC CHANGE TO PREPARE ALL PHILADELPHIA STUDENTS FOR COLLEGE, CAREER, AND LIFE. 0 0 2600315 22000 373780 THE PHILADELPHIA ACADEMY OF SCHOOL LEADERS (PASL) PROVIDES HIGH-QUALITY, RESULTS-DRIVEN PROFESSIONAL DEVELOPMENT FOR SCHOOL AND SYSTEM LEADERS TO ACCELERATE LEARNING AND GROWTH FOR EVERY PHILADELPHIA STUDENT. WE INVEST IN PHILADELPHIA'S EDUCATION LEADERSHIP WITH THE CONVICTION THAT THIS INVESTMENT WILL YIELD DIVIDENDS FOR THE ALMOST 200,000 SCHOOL CHILDREN WHO LIVE HERE. OUR RESEARCH-BASED PROFESSIONAL DEVELOPMENT EXPERIENCES PROVIDE LEADERS WITH THE NECESSARY TOOLS, SKILLS, AND NETWORKS TO ELEVATE PERFORMANCE AND ADVANCE EQUITY TO IMPROVE SCHOOL AND STUDENT OUTCOMES.THE NEUBAUER FELLOWSHIP IN EDUCATIONAL LEADERSHIP, PASL'S FLAGSHIP PROGRAM, IS A TRANSFORMATIVE TWO-YEAR LEADERSHIP EXPERIENCE FOR PRINCIPALS WITH A PROVEN TRACK RECORD OF IMPROVING PHILADELPHIA'S SCHOOLS. THE PROGRAM DEVELOPS LEADERSHIP SKILLS TO ELEVATE SCHOOL PERFORMANCE AND STUDENT OUTCOMES IN SCHOOLS AND ACROSS THE CITY.USING A UNIQUE CROSS-SECTOR, COHORT-BASED APPROACH, FELLOWS RECEIVE BEST-IN-CLASS PROFESSIONAL DEVELOPMENT AND BUILD DEEP RELATIONSHIPS WITH A NETWORK OF OUTSTANDING PEERS WHO SHARE STRATEGIES AND PROBLEM-SOLVE WITH ONE ANOTHER. THE FELLOWSHIP PROVIDES RESOURCES AND GUIDANCE TO SHARPEN PRINCIPALS' LEADERSHIP CAPACITIES AND PRODUCE MEASURABLE, MEANINGFUL RESULTS. THE COMPETITIVE FELLOWSHIP SELECTION PROCESS ENSURES A DIVERSE MIX OF TALENT AND PERSPECTIVES THAT ENHANCES THE LEARNING ENVIRONMENT. THE RIGOROUS COMPETENCY-BASED SELECTION PROCESS INCLUDES AN APPLICATION, INTERVIEWS, INSTRUCTIONAL ANALYSIS, DATA REVIEWS, AND SCHOOL VISITS. THE TWO-YEAR NEUBAUER FELLOWSHIP INCLUDES THE FOLLOWING PROGRAM COMPONENTS: - AN INTENSIVE SIX-DAY SUMMER INSTITUTE IN YEAR 1 - QUARTERLY INSTITUTES TO BUILD CAPACITY IN SEVEN LEADERSHIP COMPETENCIES: ADAPTIVE LEADERSHIP; CONTINUOUS IMPROVEMENT FOR STUDENT SUCCESS; EQUITY; FAMILY AND COMMUNITY ENGAGEMENT; INSTRUCTIONAL LEADERSHIP; PROFESSIONAL LEARNING; SYSTEMS AND OPERATIONS - INDIVIDUALIZED MONTHLY COACHING TO SUPPORT STRATEGY IMPLEMENTATION AND LEADERSHIP GROWTH - APPLICATION OF LEARNING TO A YEAR-LONG PROBLEM OF PRACTICE - OPPORTUNITIES TO HOST AND VISIT OTHER FELLOWS' SCHOOLS - INTIMATE "DINNERS WITH DECISION-MAKERS" WITH PROMINENT BUSINESS, GOVERNMENT, AND NON-PROFIT LEADERS WHO FACE COMPLEX, UNPREDICTABLE CHALLENGES AS A FORMAT TO LEARN LEADERSHIP LESSONS FROM OTHER FIELDS - A $4,000 STIPEND OVER THE TWO YEARS OF THE FELLOWSHIP - ONGOING AND DIFFERENTIATED LEARNING OPPORTUNITIES, CONNECTIONS, AND RESOURCES AS SENIOR FELLOWS (ALUMNI)THE NEUBAUER FELLOWSHIP HAS SERVED 173 SCHOOL AND SYSTEM LEADERS WHO COLLECTIVELY IMPACT NEARLY 100,000 STUDENTS EVERY DAY. BASED ON AN EXTERNAL EVALUATOR'S MULTI-YEAR EVALUATION, WE ARE PLEASED TO SHARE THE FOLLOWING RESULTS: LEADER RETENTION - NEUBAUER FELLOWS ARE RETAINED AT HIGHER RATES IN THE SCHOOL, PRINCIPAL ROLE, SCHOOL SYSTEM, AND CITY OF PHILADELPHIA. THIS IS TRUE AFTER 1, 2, 3, 4, AND 5 YEARS. - NEUBAUER FELLOWS ARE MORE LIKELY TO MOVE INTO LEADERSHIP ROLES. STUDENT ATTENDANCE - SCHOOLS LED BY NEUBAUER FELLOWS HAD A HIGHER PERCENTAGE OF STUDENTS ATTENDING 95% OR MORE OF INSTRUCTIONAL DAYS THAN SCHOOLS NOT LED BY PROGRAM PARTICIPANTS. - PERCENTAGES INCREASED IN YEARS AFTER BEGINNING THE NEUBAUER FELLOWSHIP (COMPARED TO PRIOR YEARS). TEACHER PERCEPTIONS (TEACHER SURVEY QUESTIONS ALIGNED TO OUR LEADERSHIP LEVERS) - SCHOOLS LED BY NEUBAUER FELLOWS HAD A HIGHER PERCENTAGE OF TEACHERS WITH MOST FAVORABLE PERCEPTIONS OF PRINCIPALS' COMMUNICATION OF MISSION AND VISION, TALENT MANAGEMENT, INSTRUCTIONAL IMPROVEMENT, AND EXPECTATIONS OF STUDENTS. - PARTICIPATION IN PASL PROGRAMS APPEARS TO IMPROVE TEACHER PERCEPTIONS OF THESE CHARACTERISTICS. STRATEGIC TEACHER RETENTION - NEUBAUER FELLOWS RETAIN TEACHERS STRATEGICALLY. THEY HAVE HIGHER RETENTION OF HIGHER-PERFORMING TEACHERS AND LOWER RETENTION OF LOWER-PERFORMING TEACHERS. - NEUBAUER FELLOWS HAD HIGHER RETENTION RATES FOR "DISTINGUISHED" TEACHERS IN YEARS DURING/AFTER THE FELLOWSHIP THAN WOULD HAVE BEEN EXPECTED BASED ON PRIOR RATES. THE MOST RECENT STUDENT ACHIEVEMENT AND GROWTH DATA SHOWED THAT SCHOOLS LED BY NEUBAUER FELLOWS, ON AVERAGE, DEMONSTRATED HIGHER PERFORMANCE ON MANY METRICS AND SUSTAINED IMPROVEMENT IN ACADEMIC ACHIEVEMENT AND ACADEMIC GROWTH WHEN COMPARED TO SCHOOLS LED BY NON-NEUBAUER FELLOW LEADERS. 478000 INSTRUCTIONAL LEADERSHIP ACADEMY IS A ONE-YEAR PROGRAM THAT SUPPORTS PHILADELPHIA PRINCIPALS WITH A FOCUS ON FOUNDATIONAL TEACHING AND LEARNING BEST PRACTICES TO DRIVE RESULTS FOR STUDENTS. PASL PARTNERS WITH THE ACHIEVEMENT NETWORK (ANET) TO PROVIDE PRINCIPALS WITH MONTHLY PROFESSIONAL DEVELOPMENT AND INDIVIDUALIZED COACHING. DURING THE ONE-YEAR PROGRAM, PARTICIPANTS:- SET GOALS, WORK TOWARDS THEM, AND MEASURE PROGRESS AGAINST CORE ACADEMIC GOALS.- DEVELOP INSTRUCTIONAL SYSTEMS AND STRUCTURES AROUND COACHING, PROFESSIONAL LEARNING, AND DATA USE FOR SCHOOL-WIDE ACADEMIC IMPROVEMENT.- BUILD YOUR COACHING, PLANNING/FACILITATION, AND DATA ANALYSIS SKILLS AND THEN TURN KEY LEARNINGS TO DEVELOP YOUR OWN STAFF.- DEVELOP A DIVERSE NETWORK OF PRINCIPAL COLLEAGUES TO LEARN FROM AND ALONGSIDE.- PARTICIPATE IN MONTHLY DEVELOPMENT SESSIONS WITH OTHER PARTICIPANTS, INCLUDING: - A TWO-DAY IN-PERSON PROGRAM - MONTHLY IN-PERSON SESSIONS DURING THE SCHOOL YEAR (3 HOURS EACH).- ACTIVELY ENGAGE IN 1.5 HOURS OF INDIVIDUALIZED COACHING FROM A DESIGNATED INSTRUCTIONAL LEADERSHIP COACH (ON-SITE AND VIRTUAL). 400000 10000 60000 OUR SENIOR FELLOW PROGRAMMING OFFERS A RANGE OF POST FELLOWSHIP OPPORTUNITIES DESIGNED TO SUPPORT SCHOOL AND SYSTEM LEADERS. THESE INCLUDE: - BLACK EDUCATOR PIPELINE - A LEARNING ARC, LED BY SENIOR FELLOWS SHARIF EL-MEKKI (COHORT 1), CEO OF THE CENTER FOR BLACK EDUCATOR DEVELOPMENT, AND RAYMOND FIELDS (COHORT 4), EXECUTIVE DIRECTOR OF URBAN TEACHERS PHILADELPHIA, FOCUSES ON THE RECRUITMENT, SELECTION, DEVELOPMENT, AND SUPPORT OF BLACK EDUCATORS IN ORDER TO DEEPEN AND EXPAND THE PIPELINE. STRUCTURED FOR LEARNING WITHIN A RACIAL AFFINITY GROUP, IN THE 2023-2024 PROGRAMMING, THE FACULTY TEAM IS EXPANDING TO SUPPORT WHITE SENIOR FELLOWS; THIS WHITE AFFINITY GROUP WILL BE LED BY JEFF GLOWIK, DIRECTOR OF CLINICAL FACULTY FOR AMERICAN UNIVERSITY IN PARTNERSHIP WITH URBAN TEACHERS PHILADELPHIA AND FORMER PRINCIPAL OF MASTERY CHARTER SCHOOLGRATZ CAMPUS. AFFINITY GROUPS WILL MEET SEPARATELY FOR SOME SESSIONS OR PARTS OF SESSIONS BASED ON THE TOPIC AND FOCUS OF WORK.- BREAKTHROUGH RESULTS COLLABORATIVE IS A YEARLONG PROGRAM FOR SENIOR FELLOWS AND MEMBERS OF THEIR SCHOOL TEAMS. PRINCIPALS PARTICIPATE IN MONTHLY DEVELOPMENT SESSIONS WITH OTHER PARTICIPANTS, INCLUDING: - A ONE-DAY IN-PERSON KICK-OFF OVER THE SUMMER (JULY 2023). - MONTHLY IN-PERSON SESSIONS DURING THE SCHOOL YEAR (3 HOURS EACH).PARTICIPANTS ACTIVELY ENGAGE IN APPROXIMATELY 4 HOURS OF INDIVIDUALIZED COACHING FROM A DESIGNATED LEADERSHIP COACH (ON-SITE AND VIRTUAL) AS WELL AS PARTICIPATE IN "IN THE FIELD EXPERIENCES" TO LEARN FROM YOUR COLLEAGUES IN CONTEXT. 3478315 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 104 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 PA X EDWIN M QUEZADA EXECUTIVE DIRECTOR 2159657945 230 S BROAD ST 17TH FLOOR PHILADELPHIA PA 19102 TRACY BRESLIN EXEC. DIR./PRESIDENT (UNTIL 3/23) 40.00 X X 195770 0 8938 JOSEPH NEUBAUER BOARD CHAIR 2.00 X X 0 0 0 SARA RAY STOELINGA SECRETARY 1.00 X X 0 0 0 STEPHANIE NAIDOFF TREASURER 1.00 X X 0 0 0 NOAH TENNANT BOARD MEMBER 1.00 X 0 0 0 DALILA WILSON-SCOTT BOARD MEMBER 1.00 X 0 0 0 TIM O'SHAUGHNESSY BOARD MEMBER 1.00 X 0 0 0 EDWIN M QUEZADA EXEC. DIR./PRESIDENT (START 7/2023) 40.00 X X 146604 0 5754 LATANYA BARRETT PROGRAM DIRECTOR 40.00 X 175103 0 26164 SAM KOSHY DIRECTOR OF DATA AND EVALU 40.00 X 156070 0 35380 MATTHEW KELLEY PROGRAM DIRECTOR 40.00 X 157042 0 24782 830589 0 101018 5 0 1 0 INSIGHT EDUCATION GROUP 2805 DODD RD SUITE 200 EAGAN MN 55121 COACHING MODEL DEVELOPMENT AND OVERSIGHT 221772 THE ACHIEVEMENT NETWORK 68 HARRISON AVE SUITE 605 BOSTON MA 02111 FACULTY AND COACHING 215415 2 3922746 3922746 PROGRAM FEES 611110 433780 433780 433780 39041 39041 REBATES 900099 696 696 696 4396263 433780 0 39737 X 32000 32000 487440 406818 59711 20911 1100880 918816 134921 47143 26261 21917 3217 1127 271661 226732 33293 11636 157338 131317 19280 6741 8108 8108 4538 4538 75820 75820 782849 699107 83742 8409 6399 2010 29551 23817 4511 1223 103507 86388 12684 4435 48995 39324 9620 51 891497 884015 7294 188 4626 4626 MISCELLANEOUS EXPENSE 5741 159 5582 DUES AND SUBSCRIPTIONS 1337 432 905 STAFF DEVELOPMENT 1208 1074 99 35 4041766 3478315 469961 93490 6423 8213 704846 1528658 178697 6875 9 36250 60197 69442 950172 1649438 110247 172645 203591 485962 313838 658607 X 597608 977505 38726 13326 636334 990831 950172 1649438 354497 0 X 0 1 X 1 0 X 2204897 2212943 2019582 2639375 3922746 12999543 352401 203500 65500 115000 433780 1170181 2557298 2416443 2085082 2754375 4356526 14169724 589897 1462689 1932915 2051995 2061322 8098818 0 589897 1462689 1932915 2051995 2061322 8098818 6070906 7433 468 54 7672 39041 54668 7433 468 54 7672 39041 54668 4025 1413 3210 3994 696 13338 2568756 2418324 2088346 2766041 4396263 14237730 0.42640 0.00380 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 829. 2020 AMOUNT: $ 12. 2021 AMOUNT: $ 17. DISCOUNTS - 2019 AMOUNT: $ 696. REBATES - 2019 AMOUNT: $ 2,500. 2020 AMOUNT: $ 1,401. 2021 AMOUNT: $ 3,193. 2022 AMOUNT: $ 3,994. 2023 AMOUNT: $ 696. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 4396263 0 4396263 0 4396263 4041766 0 4041766 0 4041766 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ORGANIZATION IS EXEMPT FROM INCOME TAX. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FINANCIAL STATEMENTS USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT AS TO WHETHER THE UNCERTAINTY WILL BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD. 1 NEUBAUER FELLOWSHIP PARTICIPANT STIPEND 22 22000 EVALUATION ADVISORY PANEL STIPEND 5 10000 PART I, LINE 2: STIPENDS ARE PROVIDED TO INDIVIDUALS WHO PARTICIPATE IN THE NEUBAUER FELLOWSHIP FOR EDUCATIONAL LEADERSHIP ACCORDING TO THE FOLLOWING SCHEDULE: $2,000 AFTER COMPLETION OF THE FIRST SUMMER INSTITUTE, $2,000 AFTER COMPLETION OF THE FIRST YEAR OF THE FELLOWSHIP, AND $1,000 AFTER THE COMPLETION OF THE SECOND YEAR OF FELLOWSHIP. COACHES IN THE PERFORMANCE PARTNERS PROGRAM RECEIVE AN ANNUAL STIPEND OF $2,000 FOR COACHING ANOTHER PRINCIPAL. ADVISORS IN THE EVALUATION ADVISORY PANEL RECEIVE AN ANNUAL STIPEND OF $2,000. X 0 0 X X X X 1 0 0 0 0 0 0 0 0 TRACY BRESLIN EXEC. DIR./PRESIDENT (UNTIL 3/23) 47804 0 0 0 147966 0 1926 0 7012 0 204708 0 0 0 LATANYA BARRETT PROGRAM DIRECTOR 168615 0 0 0 6488 0 6488 0 19676 0 201267 0 0 0 SAM KOSHY DIRECTOR OF DATA AND EVALU 133909 0 0 0 22161 0 6332 0 29048 0 191450 0 0 0 MATTHEW KELLEY PROGRAM DIRECTOR 147517 0 0 0 9525 0 6350 0 18432 0 181824 0 0 0 EDWIN M QUEZADA EXEC. DIR./PRESIDENT (START 7/2023) 140083 0 0 0 6521 0 5217 0 537 0 152358 0 0 0 PART I, LINE 1A EXECUTIVE TRACY BRESLIN RECEIVED A TAX GROSS-UP AS PART OF THE FINAL PAYMENT UPON HER DEPARTURE THAT WAS TO RECOGNIZE HER SERVICE TO THE ORGANIZATION. PART I, LINE 4A DEPARTING EXECUTIVE DIRECTOR TRACY BRESLIN RECEIVED A SEVERANCE PAYMENT EQUAL TO $146,040 ON MARCH 31, 2023. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY SEPARATE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT WILL INITIALLY BE REVIEWED BY THE EXECUTIVE DIRECTOR AND EXTERNAL ACCOUNTANT. ONCE THE ACCURACY OF THE COMPLETED FORM HAS BEEN CONFIRMED, THE EXECUTIVE DIRECTOR WILL SHARE IT WITH THE BOARD CHAIR FOR REVIEW, AT WHICH TIME IT WILL ALSO BE MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS. SUBSEQUENT TO BOARD REVIEW, THE RETURN WILL BE FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE COMPLETED ANNUALLY BY EACH BOARD MEMBER. THE STATEMENTS ARE REVIEWED AND MONITORED BY THE BOARD CHAIR AND EXECUTIVE DIRECTOR AND ARE KEPT ON FILE BY SCHOOL LEADERS' STAFF. ANY BOARD MEMBER WHO HAS AN ACTUAL, POTENTIAL, OR APPEARANCE OF CONFLICT WILL RECUSE THEMSELVES FROM ANY DECISIONS REGARDING THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE MENTIONED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A PHILADELPHIA ACADEMY OF SCHOOL LEADERS EXECUTIVE COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, IN CONSULTATION WITH AN INDEPENDENT COMPENSATION CONSULTANT AND INFORMED BY A REVIEW OF PUBLICLY AVAILABLE DATA FROM THE FORM 990 OF OTHER ORGANIZATIONS. COMPENSATION DECISIONS ARE SUBJECT TO APPROVAL BY THE BOARD. THESE METHODS ARE USED TO ENSURE THAT COMPENSATION IS IN LINE WITH THE FAIR MARKET RANGE FOR SIMILAR POSITIONS IN THE INDUSTRY. ALTHOUGH DISCUSSIONS ON SALARY ARE NOT SHARED WITH THE EXECUTIVE DIRECTOR, FINAL DECISIONS ARE DOCUMENTED IN BOARD MINUTES FOR EXECUTIVE SESSIONS. FORM 990, PART VI, SECTION C, LINE 19 PHILADELPHIA ACADEMY OF SCHOOL LEADERS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 699,107. MANAGEMENT AND GENERAL EXPENSES 83,742. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 782,849.