2025-01-28T13:35:08-06:00 2024-06-30 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990 2023-07-01 043369687 MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC MASS 8573155243 6 LIBERTY SQUARE SUITE 6050 BOSTON MA 02109 MARGERY L PIERCEY CFO/COO 8573155243 2025-01-28 1 0 SANDRA M BROWN CPA P01614103 5088717178 2025-01-28 2023 2025-03-06 01:10:19Z MARGERY L PIERCEY 6 LIBERTY SQUARE SUITE 6050 BOSTON MA 02109 9247699 0 X WWW.MASSINSIGHT.ORG X 1997 MA TO PROVIDE LEADERSHIP IN CLOSING THE ACHIEVEMENT AND OPPORTUNITY GAPS FOR UNDERSERVED STUDENTS BY FOCUSING ON SYSTEM TRANSFORMATION AND STUDENT ACADEMIC SUCCESS. 16 14 86 33 0 0 5206930 4136800 6001780 5069111 86 41788 0 0 11208796 9247699 0 0 0 0 8604670 7614398 0 0 403206 3832421 2539961 12437091 10154359 -1228295 -906660 3071241 1794800 1202067 832286 1869174 962514 X TO PARTNER WITH STATES, DISTRICTS, SCHOOLS, AND COMMUNITIES TO IMPLEMENT CUSTOMIZED STRATEGIES AND BUILD CAPACITY TO ADVANCE EQUITY AND OPPORTUNITY IN K-12 EDUCATION, SO THAT ALL STUDENTS, AND PARTICULARLY THOSE WHO HAVE BEEN SYSTEMICALLY MARGINALIZED, ARE PREPARED TO ACHIEVE THEIR ACADEMIC AND PERSONAL POTENTIAL. 0 0 3578400 0 313630 ADVANCED PLACEMENT (AP) STEM & ENGLISH PROGRAMOUR AP STEM & ENGLISH PROGRAM (THE PROGRAM) IS A PUBLIC-PRIVATE PARTNERSHIP TO INCREASE THE PARTICIPATION AND PERFORMANCE OF BLACK, LATINO, AND STUDENTS FROM LOW-INCOME HOUSEHOLDS IN RIGOROUS COURSEWORK AND PREPARE STUDENTS FOR COLLEGE SUCCESS. THIS PROGRAM IS DISTINGUISHED BY THE DEPTH AND BREADTH OF ITS PROGRAM COMPONENTS, ITS SCALE, AND ITS HISTORY OF IMPACT. THE 2023-24 SCHOOL YEAR MARKED THE FIFTEENTH YEAR OF THE PROGRAM IN WHICH WE PROVIDED SCHOOL AND DISTRICT SUPPORTS, TEACHER TRAINING, COACHING AND CLASSROOM SUPPORTS, AND DIRECT STUDENT SUPPORTS INCLUDING OUT-OF-CLASSROOM LEARNING TIME AND MOCK EXAMS. WE PARTNERED WITH 96 HIGH SCHOOLS ACROSS MASSACHUSETTS AND RHODE ISLAND TO SERVE OVER 11,000 STUDENTS. THE PROGRAM IS THE LARGEST SECONDARY STEM PROGRAM IN MASSACHUSETTS. SCHOOL YEAR 2022-23 STUDENT OUTCOME DATA SHOWS OUR PROGRAM'S IMPACT ON ACADEMIC RECOVERY. COLLECTIVELY, STUDENTS IN PARTNER SCHOOLS COMPLETED 14,481 AP STEM & ENGLISH EXAMS (A 10% INCREASE FROM 2022), AND 6,685 QUALIFYING SCORES ACHIEVED (AN 11% INCREASE FROM 2022). STUDENTS OF COLOR IN PARTNER SCHOOLS COMPLETED 4,552 EXAMS (A 10% INCREASE FROM 2022) AND ACHIEVED 1,294 QUALIFYING SCORES (AN 8% INCREASE FROM 2022). IN SY2022-23, 40% OF THE AP STEM & ENGLISH EXAMS TAKEN BY BLACK/AFRICAN AMERICAN, LATINO, AND LOW-INCOME STUDENTS STATEWIDE WERE FROM STUDENTS IN MI PARTNER SCHOOLS. SIMILARLY, ACROSS ALMOST EVERY RACIAL/ETHNIC CATEGORY AND 60% OF THE AP COURSES MI SUPPORTS, THE NUMBER OF AP EXAMS TAKEN IN MI PARTNER SCHOOLS IN SY2023-24 WAS HIGHER THAN THE NUMBER OF AP EXAMS TAKEN IN THE SAME SCHOOLS IN SY2022-23.STUDENTS SUPPORTED BY OUR PROGRAM DEMONSTRATED AN 8% INCREASE IN THE NUMBER OF AP EXAMS TAKEN AND A 17% INCREASE IN THE NUMBER OF QUALIFYING SCORES ACHIEVED IN 2024 WHEN COMPARED TO 2019, AND THESE METRICS ARE EVEN MORE PRONOUNCED WHEN DISAGGREGATING FOR BLACK AND LATINO STUDENTS (29% AND 63%, RESPECTIVELY). THESE RESULTS, ESPECIALLY WHEN JUXTAPOSED WITH CURRENT NATIONAL RECOVERY NARRATIVES, SPEAK TO THE POWER THAT OUR PROGRAM HAS TO SHAPE A MORE EQUITABLE PATH FOR STUDENTS TOWARD COLLEGE AND CAREER SUCCESS. THEY ARE ALSO PARTICULARLY NOTEWORTHY, AS THE STUDENTS TAKING AP EXAMS IN 2024 WERE MOST ACADEMICALLY IMPACTED BY THE PANDEMIC DURING THEIR LATE MIDDLE SCHOOL AND EARLY HIGH SCHOOL YEARS (PIVOTAL YEARS WITH RESPECT TO PREPAREDNESS FOR AP CURRICULA). THIS IS EVIDENCE OF A MAJOR ACCOMPLISHMENT IN SUPPORTING ACADEMIC RECOVERY AND A "PROOF OF CONCEPT" THAT OUR RESPONSIVE CHANGES HAVE YIELDED SUCCESS. 3812061 0 4755481 SCHOOL IMPROVEMENTOUR SCHOOL IMPROVEMENT TEAM WORKS WITH SCHOOLS, DISTRICTS, AND STATE EDUCATION AGENCIES NATIONWIDE. OUR SUPPORT INCLUDES DIAGNOSTICS SUCH AS EQUITY AUDITS AND SCHOOL READINESS ASSESSMENTS. WE ALSO FACILITATE SCHOOL IMPROVEMENT PLANNING AND SUPPORT SCHOOLS AS THEY IMPLEMENT THEIR PLANS AND OTHER STRATEGIC INITIATIVES. DURING 2023-24, MASS INSIGHT'S SCHOOL IMPROVEMENT EFFORTS ENGAGED 9 PARTNERS ACROSS 4 STATES, INCLUDING 8 DISTRICTS, 1 COMMUNITY ORGANIZATION, AND 134 SCHOOLS SERVING 74,463 STUDENTS. THE MAJORITY OF STUDENTS IN SCHOOLS SERVED ARE HISTORICALLY AND SYSTEMATICALLY MARGINALIZED. MASS INSIGHT'S SCHOOL IMPROVEMENT EFFORTS ALSO AFFECTED MANY LOW-PERFORMING SCHOOLS. DURING SY2023-24, 67% OF SCHOOLS AFFECTED BY MASS INSIGHT'S PARTNERSHIP WERE DESIGNATED BY STATES AS IN NEED OF "COMPREHENSIVE SUPPORT AND IMPROVEMENT OR "REQUIRING ASSISTANCE OR INTERVENTION".PARTNERS REPORTED, "IT [MASS INSIGHT'S SUPPORT] WAS EXTREMELY POSITIVE. VERY THOROUGH, GREAT PROCESS THAT I FEEL IS DEFINITELY GOING TO BENEFIT [THE DISTRICT] FOR YEARS TO COME. AND IN MI'S LONGEST STANDING PARTNERSHIP WITH A DISTRICT IN INDIANA, 100% OF SURVEY RESPONDENTS AGREED OR STRONGLY AGREED THAT MASS INSIGHT'S SUPPORT:- IMPROVED THEIR CAPACITY TO COMMUNICATE IN WAYS THAT MOBILIZE STAFF AND STAKEHOLDERS TO TACKLE TOUGH CHALLENGES- IMPROVED THEIR STRATEGIC THINKING- IMPROVED THEIR CAPACITY TO MAKE INFORMED DECISIONS AND MAINTAIN FOCUS ON KEY PRIORITIES;AND- IMPROVED THEIR INSTRUCTIONAL LEADERSHIP TEAM'S CAPACITY TO ADDRESS THE INSTRUCTIONAL CORE 7390461 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 226 0 86 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MARGERY L PIERCEY 8573155259 6 LIBERTY SQUARE SUITE 6050 BOSTON MA 02109 SUSAN F LUSI PRESIDENT AND CEO 40.00 X X 301740 0 12041 PAULA NASSIF DIRECTOR/CLERK 1.00 X X 0 0 0 CECILIA M FREROTTE DIRECTOR/TREASURER 1.00 X X 0 0 0 ANDREA WOLFE CHIEF ADVANCEMENT OFFICER/PRESIDENT AND CEO 40.00 X X 0 0 0 GARY EVEE CHAIRMAN 1.00 X X 0 0 0 ALIA MCCANTS VICE CHAIR 1.00 X X 0 0 0 BETH GAMSE DIRECTOR 1.00 X 0 0 0 FRANCIS KELLY DIRECTOR 1.00 X 0 0 0 ERNESTO GONZALEZ DIRECTOR 1.00 X 0 0 0 JILL NORTON DIRECTOR 1.00 X 0 0 0 BRYAN WOODARD DIRECTOR 1.00 X 0 0 0 KAMAU HIXON DIRECTOR 1.00 X 0 0 0 CHRIS HORAN DIRECTOR 1.00 X 0 0 0 JEFFREY DAVIS DIRECTOR 1.00 X 0 0 0 ANIL KHURANA DIRECTOR 1.00 X 0 0 0 RAOLAT ABDULAI DIRECTOR 1.00 X 0 0 0 MARGERY L PIERCEY CFO/COO 40.00 X 227941 0 29192 ROBERT WF JENTSCH CHIEF PROGRAM/STRATEGY OFF 40.00 X 226200 0 9020 LESLIE CAROL CHANG CHIEF PEOPLE OFFICER 40.00 X 234179 0 15453 SALLY GUADAGNO MNG DIR OF AP STEM/ENGLISH 40.00 X 183463 0 6100 JOHN R SCHNEIDER MNG DIR OF POLICY/ADVOCACY 40.00 X 175853 0 25005 JENNA BULLOCK MNG DIR OF SCHOOL IMPROVEM 40.00 X 167748 0 13371 MARIA CAROLINA BUITRAGO DIRECTOR OF PROGRAM & STRATEGY 40.00 X 147137 0 5857 SARAH FIERBERG PHILLIPS MANAGING DIRECTOR OF RESEARCH AND IMPACT 32.00 X 145388 0 5792 1809649 0 121831 34 0 1 0 PROPEL EDUCATION STRATEGIES INC DBA AP 10830 NORTH CENTRAL EXPRESSWAY SUI DALLAS TX 75231 EXAM SCORING AND ANALYSIS 133650 THE HATCHER GROUP 7600 WISCONSIN AVENUE SUITE 1000 BETHESDA MD 20814 COMMUNICATIONS CONSULTING 122242 2 3429134 707666 173612 4136800 SCHOOL IMPROVEMENT 611710 4755481 4755481 AP STEM & ENGLISH 611430 313630 313630 5069111 41788 41788 9247699 5069111 0 41788 X 1038345 121974 916371 5493810 4394396 775402 324012 169212 137919 26993 4300 408168 281999 106465 19704 504863 338942 143721 22200 25053 25053 30000 30000 1202151 956954 239925 5272 8393 6195 2198 81999 67134 14827 38 206439 161536 26583 18320 6937 4917 2020 300483 239710 59909 864 16948 12221 4080 647 45829 31712 10723 3394 42521 30105 10512 1904 STIPENDS 315990 315990 TRAINING MATERIALS 221447 221447 OTHER EXPENSES 81601 37310 41740 2551 PROVISION FOR BAD DEBTS -45830 -45830 10154359 7390461 2360692 403206 71578 68979 333129 94919 373034 204187 2091047 1238090 1997 1997 92974 88608 191065 162477 60547 28588 46935 69432 3071241 1794800 907178 614929 242223 183853 52666 33504 1202067 832286 X 1342855 757596 526319 204918 1869174 962514 3071241 1794800 -906660 0 X 0 1 X 1 0 X 5506324 6645894 4820657 5206930 4136800 26316605 5506324 6645894 4820657 5206930 4136800 26316605 2288384 24028221 2908 1542 587 86 41788 46911 26363516 20554949 0.91140 0.91630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 68088 68088 10086271 10154359 657718 164430 0 0 469647 680937 771855 657718 2580157 3870236 58641 69521 68897 68088 265147 117412 170234 192964 164430 645040 967560 191065 162477 28588 28588 X 9338171 90472 90472 9247699 0 9247699 10244831 90472 90472 10154359 0 10154359 PART X, LINE 2: INCOME TAXES: MASS INSIGHT ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS. MASS INSIGHT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS, INCLUDING ITS ONGOING QUALIFICATION AS A TAX-EXEMPT ENTITY, THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MASS INSIGHT'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. X X X X 0 0 0 0 0 0 0 0 0 SUSAN F LUSI PRESIDENT AND CEO 285720 0 16020 0 0 0 12041 0 0 0 313781 0 0 0 MARGERY L PIERCEY CFO/COO 227941 0 0 0 0 0 8904 0 20288 0 257133 0 0 0 LESLIE CAROL CHANG CHIEF PEOPLE OFFICER 234179 0 0 0 0 0 9346 0 6107 0 249632 0 0 0 ROBERT WF JENTSCH CHIEF PROGRAM/STRATEGY OFF 226200 0 0 0 0 0 9020 0 0 0 235220 0 0 0 JOHN R SCHNEIDER MNG DIR OF POLICY/ADVOCACY 175853 0 0 0 0 0 6405 0 18600 0 200858 0 0 0 SALLY GUADAGNO MNG DIR OF AP STEM/ENGLISH 183463 0 0 0 0 0 6100 0 0 0 189563 0 0 0 JENNA BULLOCK MNG DIR OF SCHOOL IMPROVEM 167748 0 0 0 0 0 6840 0 6531 0 181119 0 0 0 MARIA CAROLINA BUITRAGO DIRECTOR OF PROGRAM & STRATEGY 147137 0 0 0 0 0 5857 0 0 0 152994 0 0 0 SARAH FIERBERG PHILLIPS MANAGING DIRECTOR OF RESEARCH AND IM 145388 0 0 0 0 0 5792 0 0 0 151180 0 0 0 X 157729 FMV X CALCULATORS 1 15883 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING. THE FORM 990 IS MADE AVAILABLE FOR REVIEW TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED AND SIGNED ON AN ANNUAL BASIS. THE SIGNED POLICIES ARE KEPT ON FILE. THE ADMINISTRATIVE MANAGER IS RESPONSIBLE FOR FOLLOWING UP TO ENSURE DOCUMENTS ARE REVIEWED AND SIGNED ON A TIMELY BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCE DIRECTOR COMPILES SALARY DATA FROM COMPARABLE ORGANIZATIONS (NATURE OF OPERATIONS, SIZE, GEOGRAPHY) FOR COMPARABLE JOB DESCRIPTIONS. THE DATA IS PROVIDED TO THE BOARD FOR REFERENCE WHEN APPROVING COMPENSATION FOR THE CEO, CFO/COO, CHIEF PROGRAM OFFICER AND CHIEF PEOPLE OFFICER. INCREASES ARE APPROVED BY THE BOARD. UPON REQUEST OR AS INITIATED BY THE HUMAN RESOURCE DIRECTOR, UPDATED MARKET COMPARABLE DATA IS PRESENTED TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON MASSACHUSETTS' OFFICIAL WEBSITE FOR PUBLIC CHARITIES AND UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 344,855. MANAGEMENT AND GENERAL EXPENSES 239,925. FUNDRAISING EXPENSES 5,272. TOTAL EXPENSES 590,052. INSTRUCTOR FEES: PROGRAM SERVICE EXPENSES 382,015. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 382,015. FACILITIES FEES: PROGRAM SERVICE EXPENSES 230,084. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 230,084.