2025-11-12T09:14:11-06:00 2025-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-07-01 760794873 EDVESTORS INC EDVE 6175855740 142 BERKELEY STREET 410 BOSTON MA 02116 MARINELL ROUSMANIERE PRESIDENT & CEO 6175855740 2025-10-29 1 1 CAITLIN LIMOGES CPA P01633588 5083669100 2025-10-29 2024 2025-03-06 01:10:19Z MARINELL ROUSMANIERE 142 BERKELEY STREET 410 BOSTON MA 02116 3289177 0 X WWW.EDVESTORS.ORG X 2005 MA EDVESTORS IS A DYNAMIC SCHOOL CHANGE ORGANIZATION FOCUSED ON ACCELERATING SUBSTANTIVE IMPROVEMENT IN BOSTON SCHOOLS. 12 12 29 76 0 0 4439846 3138502 0 0 196732 150675 0 0 4636578 3289177 872680 817068 0 0 2171956 2174014 0 0 548753 2997600 2924770 6042236 5915852 -1405658 -2626675 9073275 6594643 2376154 2527529 6697121 4067114 X EDVESTORS WAS FOUNDED IN 2002 AS A PLATFORM TO CONNECT BOSTON PHILANTHROPISTS WITH THE CITY'S PUBLIC SCHOOLS BY IDENTIFYING, SHAPING, AND MATCHING DONORS WITH PROMISING SCHOOL IMPROVEMENT EFFORTS. (SEE SCHEDULE O) 0 0 2225336 508400 BOSTON PUBLIC SCHOOLS ARTS EXPANSION - A MULTI-YEAR COLLABORATIVE EFFORT TO EXPAND EQUITABLE ACCESS TO QUALITY ARTS LEARNING EXPERIENCES FOR ALL STUDENTS IN BOSTON PUBLIC SCHOOLS (BPS). (CONTINUED ON SCHEDULE O) THIS PUBLIC-PRIVATE PARTNERSHIP INVOLVES A LARGE AND COORDINATED NETWORK OF PARTNERS, INCLUDING SCHOOLS, ARTS INSTITUTIONS, TEACHING ARTISTS, AND FUNDERS, AMONG OTHERS. AS A RESULT OF THIS PUBLIC-PRIVATE PARTNERSHIP, 17,000 MORE STUDENTS ANNUALLY RECEIVE ARTS EDUCATION AS COMPARED WITH MORE THAN A DECADE AGO AND OUR PRIVATE INVESTMENT HAS LEVERAGED A 5:1 RETURN OF INCREASED BPS DISTRICT BUDGET INVESTMENT FOR ARTS EDUCATION. EDVESTORS IS THE LEAD IMPLEMENTATION PARTNER FOR BPS ARTS EXPANSION. IN 2019, EDVESTORS PARTNERED WITH BLOOMBERG PHILANTHROPIES TO BRING THE BLOOMBERG ARTS INTERNSHIP TO BOSTON, PROVIDING HIGH SCHOOL STUDENTS WITH SUMMER INTERNSHIPS AT THE CITY'S FOREMOST CULTURAL INSTITUTIONS AND ORGANIZATIONS. 325335 60500 EDVESTORS' MATHEMATICS PROGRAM (ALSO KNOWN AS ZEROING IN ON MATH) HAS A GOAL OF IMPROVING THE MATHEMATICS EDUCATIONAL EXPERIENCES AND OUTCOMES OF STUDENTS IN BOSTON PUBLIC SCHOOLS, WITH A SPECIFIC AIM OF ADVANCING EQUITY IN MATHEMATICS. (CONTINUED ON SCHEDULE O)THROUGH THIS WORK, TEACHERS, STUDENTS, AND ADMINISTRATORS ARE ENGAGED TO ADVANCE TEACHING, LEARNING, AND CURRICULAR IMPROVEMENTS. OVER THE YEARS, RESULTS HAVE SHOWN THAT STUDENTS HAVE BENEFITED WITH INCREASED ASSESSMENT OUTCOMES AND TEACHERS HAVE REPORTED GREATER COMPETENCIES IN TEACHING MATHEMATICS. MOVING FORWARD, EDVESTORS WILL BUILD ON THESE ACCOMPLISHMENTS WHILE WORKING TOWARD SYSTEM-LEVEL IMPACT DRIVEN BY THE CONNECTEDNESS OF OUR SCHOOL-BASED WORK, DISTRICT-LEVEL PARTNERSHIPS, AND EXTERNAL COLLABORATIONS. 1663264 93000 CAREER PATHWAYS - AIMS TO INCREASE THE NUMBER OF BOSTON STUDENTS WHO PROGRESS THROUGH CAREER PATHWAYS THAT ARE ENGAGING AND RELEVANT, ADDRESS COMMUNITY NEEDS, AND PREPARE YOUNG PEOPLE TO ENTER MEANINGFUL CAREERS. THROUGH THE CAREER PATHWAYS INITIATIVE, EDVESTORS HELPS HIGH SCHOOLS AND THE DISTRICT TO PLAN AND PROVIDE QUALITY CAREER EDUCATION EXPERIENCES FOR MORE BOSTON STUDENTS, ENABLING THEM TO DEVELOP THE SKILLS NEEDED TO IDENTIFY, NAVIGATE TOWARDS, AND REALIZE THEIR COLLEGE AND CAREER READINESS GOALS. 821871 155168 OTHER PROGRAM SERVICES INCLUDE THE SCHOOL ON THE MOVE PRIZE, RACIAL EQUITY SEED FUND, AND OTHER PROGRAMMATIC EXPENSES. THE SCHOOL ON THE MOVE PRIZE IS BOSTON'S PREMIER AWARD FOR BOSTON PUBLIC SCHOOLS. THE ANNUAL PRIZE INCLUDES A MONETARY AWARD TO ONE OF BPS' MOST RAPIDLY IMPROVING SCHOOLS, WITH SMALLER GRANTS TO THE TWO FINALISTS. THE PRIZE ALSO COMES WITH PUBLIC RECOGNITION AND THE OPPORTUNITY FOR THE WINNING SCHOOL TO DOCUMENT AND SHARE THEIR SUCCESSFUL IMPROVEMENT STRATEGIES TO INFORM THE WORK OF EDUCATORS. THROUGH THE RACIAL EQUITY SEED FUND, EDVESTORS SUPPORTS A COHORT OF SCHOOLS EACH YEAR TO PROVIDE SCHOOLS WITH THE OPPORTUNITY TO CREATE AN ACTION-BASED LEARNING COMMUNITY THAT IMPLEMENTS, TESTS, AND SCALES SOLUTIONS TO ADVANCE RACIAL EQUITY IN COMPLIANCE WITH FEDERAL AND STATE LAW. 821871 155168 5035806 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 52 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MARINELL ROUSMANIERE 6175855740 142 BERKELEY STREET 410 BOSTON MA 02116 MYRAN PARKER-BRASS BOARD CHAIR 1.00 X X 0 0 0 JENNIFER LARSON-JOYCE VICE CHAIR 1.00 X X 0 0 0 ABRA FRANCOIS CLERK( AS OF 10/24) 1.00 X X 0 0 0 KATHERINE S MCHUGH CLERK (UNTIL 10/24) 1.00 X X 0 0 0 DAVID SIMON TREASURER 1.00 X X 0 0 0 KATHERINE GROSS BOARD MEMBER 1.00 X 0 0 0 FAITH PARKER BOARD MEMBER 1.00 X 0 0 0 JEAN-PHILLIP BRIGNOL BOARD MEMBER 1.00 X 0 0 0 CHRISTINE LETTS BOARD MEMBER 1.00 X 0 0 0 BRANDON CARDET-HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 ROBERT ZACCARDI BOARD MEMBER 1.00 X 0 0 0 MATTHEW LESNIAK BOARD MEMBER 1.00 X 0 0 0 MELODIE KNOWLTON BOARD MEMBER 1.00 X 0 0 0 DR MARIA LUISA PARRA-VELASCO BOARD MEMBER (UNTIL 9/24) 1.00 X 0 0 0 MARINELL ROUSMANIERE PRESIDENT & CEO 40.00 X 198049 0 30776 FRANCISCO MARRIOTT VP FINANCE & OPS. 40.00 X 120554 0 4638 RUTH MERCADO-ZIZZO VP PROGRAMS & EQUITY 40.00 X 128357 0 28147 LORENA LOPERA VP ADVANCEMENT & EXTERNAL RELATIONS 40.00 X 145669 0 5773 JUSTINE BEATON VP CHIEF OF STAFF 40.00 X 118434 0 12805 HEATHER JOHNSON VP PROGRAMS 40.00 X 109666 0 13232 LAVONIA MONTOUTE SENIOR DIRECTOR 40.00 X 107310 0 10780 928039 0 106151 8 0 1 0 0 66000 3072502 29050 3138502 145671 145671 5004 0 5004 5004 5004 3289177 0 0 150675 789712 789712 27356 27356 367658 271215 24112 72331 1469112 957170 185556 326386 53979 31961 12925 9093 147274 92714 32262 22298 135991 94972 12587 28432 127261 110773 3394 13094 385917 335917 10292 39708 54683 51736 1652 1295 86076 76226 2157 7693 204376 173101 12416 18859 33426 31829 1115 482 119478 85828 29198 4452 9588 8121 582 885 PROGRAM SERVICES 1872180 1872180 ADMINISTRATIVE 17070 14601 980 1489 COMMUNICATION 8156 6644 475 1037 MEMBERSHIPS & SUBSCRIPT 6559 3750 1590 1219 5915852 5035806 331293 548753 2561401 1153325 2549143 2998739 2545099 1176360 72302 61129 81410 50656 24342 30754 1320988 1174336 9073275 6594643 308961 524968 695780 763157 1371413 1239404 2376154 2527529 X 1375434 1263115 5321687 2803999 6697121 4067114 9073275 6594643 -2626675 -3332 0 X X 0 1 X 1 0 X 7333053 6181746 7041121 4439846 3138502 28134268 7333053 6181746 7041121 4439846 3138502 28134268 14406363 13727905 7723 5641 85585 196732 145671 441352 478525 478525 29054145 0.47250 0.45980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28611 11391 17220 23450 21916 1534 29349 17349 12000 30754 RIGHT-OF-USE ASSET - OPERATING LEASE 1174336 1174336 OPERATING LEASE OBLIGATION 1231844 CONDITIONAL GRANT ADVANCES 7560 1239404 X 3285845 -3332 -3332 3289177 0 3289177 5915852 0 5915852 0 5915852 PART X, LINE 2: EDVESTORS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. EDVESTORS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2025. EDVESTORS' INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 1 2ND ACT ORG PO BOX 51352 BOSTON MA 02205 222950758 501(C)(3) 7000 0 R17 1-YEAR: 2ND ACT ORG WITH OSTIGUY HIGH SCHOOL, UNIVERSITY HIGH SCHOOL ACTORS' SHAKESPEARE PROJECT 321 ARSENAL STREET WATERTOWN MA 02472 200815685 501(C)(3) 22000 0 R17 1-YEAR: ACTORS' SHAKESPEARE PROJECT WITH BOSTON DAY & EVENING ACADEMY, BRIGHTON HIGH SCHOOL, ENGLISH HIGH SCHOOL, BOSTON INTERNATIONAL NEWCOMERS ACADEMY APPRENTICE LEARNING 745 CENTRE STREET JAMAICA PLAIN MA 02130 455622649 501(C)(3) 13000 0 CAREER PATHWAYS IDEAL: APPRENTICE LEARNING AND DEARBORN STEM ACADEMY, TECHBOSTON ACADEMY ARTISTS FOR HUMANITY 100 WEST SECOND STREET BOSTON MA 02127 043138434 501(C)(3) 15000 0 R17 1-YEAR: ARTISTS FOR HUMANITY WITH EXCEL HIGH SCHOOL, HOLLAND HIGH SCHOOL, GREATER EGLESTON HIGH SCHOOL ARTS FOR LEARNING MASSACHUSETTS 89 SOUTH STREET SUITE 603 BOSTON MA 02111 046065276 501(C)(3) 8000 0 R17 1-YEAR: ARTS FOR LEARNING WITH GARDNER PILOT ACADEMY, NEW MISSION HIGH SCHOOL BALLETROX 45 DANFORTH STREET JAMAICA PLAIN MA 02130 043140205 501(C)(3) 18000 0 R17 1-YEAR: BALLETROX WITH DEVER SCHOOL, HENNIGAN SCHOOL, ELLISON PARKS EARLY EDUCATION SCHOOL, CONLEY ELEMENTARY SCHOOL, SHAW-TAYLOR ELEMENTARY SCHOOL BOSTON CHILDREN'S CHORUS 33 ARCH STREET 17TH FLOOR BOSTON MA 02110 651188279 501(C)(3) 10000 0 R17 1-YEAR: BOSTON CHILDREN'S CHORUS WITH BRADLEY SCHOOL, OLIVER HAZARD PERRY SCHOOL BOSTON DAY AND EVENING ACADEMY FOUNDATION 20 KEARSARGE AVENUE ROXBURY MA 02119 311708923 501(C)(3) 7000 0 CAREER PATHWAYS IDEAL: BOSTON DAY & EVENING ACADEMY BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 9000 0 MATH LEARNING COMMUNITIES: DEARBORN STEM ACADEMY BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 9000 0 MATH LEARNING COMMUNITIES: MASON ELEMENTARY SCHOOL BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 8000 0 CAREER PATHWAYS PLANNING: BOSTON ADULT TECHNICAL ACADEMY BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 8000 0 R17 1-YEAR: HIGGINSON LEWIS 3-8 SCHOOL WITH BERKLEE ARTSLINK BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 80000 0 SCHOOL ON THE MOVE 2024 PRIZE WINNER: MATTAHUNT ELEMENTARY BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 9000 0 R17 1-YEAR: ENGLISH HIGH SCHOOL WITH TEACHING ARTIST SASKIA MARTINEZ BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 6000 0 MATH LEARNING COMMUNITIES: MADISON PARK TECHNICAL AND VOCATIONAL HIGH SCHOOL BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 6000 0 MATH LEARNING COMMUNITIES: MATHER SCHOOL BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 7500 0 MATH LEARNING COMMUNITIES: TECHBOSTON ACADEMY BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 7500 0 EQUITABLE LITERACY: MENDELL ELEMENTARY SCHOOL BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 6200 0 RACIAL EQUITY AND EQUITABLE LITERACY: BOSTON COLLABORATIVE HIGH SCHOOL BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 7000 0 CAREER PATHWAYS FOCAL: HENDERSON K-12 INCLUSION SCHOOL BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 8000 0 MATH LEARNING COMMUNITIES: MENDELL ELEMENTARY SCHOOL BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 9000 0 R17 1-YEAR: EDISON K-6 SCHOOL WITH TEACHING ARTIST ERIN DAVIS BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 9000 0 MATH LEARNING COMMUNITIES: BOSTON ADULT TECHNICAL ACADEMY BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 10000 0 EQUITABLE LITERACY: HAYNES EARLY EDUCATION CENTER BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 10000 0 EQUITABLE LITERACY: BOSTON ADULT TECHNICAL ACADEMY BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 20000 0 SCHOOL ON THE MOVE 2024 PRIZE FINALIST: JOSIAH QUINCY ELEMENTARY SCHOOL BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 20000 0 SCHOOL ON THE MOVE 2024 PRIZE FINALIST: BOSTON ADULT TECHNICAL ACADEMY BOSTON EDUCATION FUND (BEDF) 6 ROXBURY STREET 3L ROXBURY MA 02119 222514422 501(C)(3) 6000 0 MATH LEARNING COMMUNITIES: HOLLAND SCHOOL OF TECHNOLOGY BOSTON GREEN ACADEMY FOUNDATION 20 WARREN STREET BRIGHTON MA 02135 464779019 501(C)(3) 7000 0 CAREER PATHWAYS FOCAL: BOSTON GREEN ACADEMY BOSTON LYRIC OPERA COMPANY 15 CHANNEL CENTER STREET 106 BOSTON MA 02210 042469627 501(C)(3) 12000 0 R17 1-YEAR: BOSTON LYRIC OPERA WITH EVERETT ELEMENTARY SCHOOL, CURLEY K-8 SCHOOL, ROOSEVELT K-8 SCHOOL BOSTON MUSIC PROJECT 885 WASHINGTON STREET BOSTON MA 02111 474232704 501(C)(3) 11000 0 R17 1-YEAR: BOSTON MUSIC PROJECT WITH JOSEPH P MANNING SCHOOL, JOSIAH QUINCY ELEMENTARY SCHOOL BOSTON MUSIC PROJECT 885 WASHINGTON STREET BOSTON MA 02111 474232704 501(C)(3) 13500 0 R16 2ND YEAR: BOSTON MUSIC PROJECT WITH ROGER CLAP ELEMENTARY SCHOOL, OLIVER HAZARD PERRY SCHOOL, MELVIN H. KING SOUTH END ACADEMY BRIGHTER BOSTON PO BOX 51885 BOSTON MA 02205 464849043 501(C)(3) 11000 0 R17 1-YEAR: BRIGHTER BOSTON WITH JOSIAH QUINCY UPPER SCHOOL BRIGHTER BOSTON PO BOX 51885 BOSTON MA 02205 464849043 501(C)(3) 7500 0 CAREER PATHWAYS IDEAL: BRIGHTER BOSTON AND BOSTON GREEN ACADEMY CODMAN ACADEMY 637 WASHINGTON STREET DORCHESTER MA 02124 043559945 501(C)(3) 7000 0 CAREER PATHWAYS IDEAL: CODMAN ACADEMY COMMUNITY MUSIC CENTER OF BOSTON 34 WARREN AVENUE BOSTON MA 02116 042437973 501(C)(3) 28000 0 R17 1-YEAR: COMMUNITY MUSIC CENTER OF BOSTON WITH ROOSEVELT K-8 SCHOOL, HURLEY K-8 SCHOOL, MURPHY K-8 SCHOOL, SHAW-TAYLOR ELEMENTARY SCHOOL COMPANY ONE 539 TREMONT STREET BOSTON MA 02116 043444644 501(C)(3) 27000 0 R17 1-YEAR: COMPANY ONE WITH HOLLAND TECH, TECHBOSTON ACADEMY, RUTH BATSON ACADEMY, BOSTON ADULT TECHNICAL ACADEMY CRISTO REY BOSTON HIGH SCHOOL 100 SAVIN HILL AVENUE BOSTON MA 02125 562438544 501(C)(3) 7000 0 CAREER PATHWAYS IDEAL: CRISTO REY BOSTON HIGH SCHOOL ELIOT SCHOOL OF FINE AND APPLIED ARTS PO BOX 300351 BOSTON MA 02130 042173050 501(C)(3) 66000 0 R17 1-YEAR: ELIOT SCHOOL OF FINE AND APPLIED ARTS WITH ELLISON PARKS EARLY EDUCATION SCHOOL, GREATER EGLESTON HIGH SCHOOL, HAYNES EARLY EDUCATION CENTER, HENRY GREW SCHOOL, HOLMES INNOVATION SCHOOL, KENNEDY ELEMENTARY SCHOOL, LEE ACADEMY, HOLLAND HIGH SCHOOL FENWAY HIGH SCHOOL FUND 67 ALLEGHANY STREET BOSTON MA 02120 046719813 501(C)(3) 7000 0 CAREER PATHWAYS IDEAL: FENWAY HIGH SCHOOL FENWAY HIGH SCHOOL FUND 67 ALLEGHANY STREET BOSTON MA 02120 046719813 501(C)(3) 7000 0 R16 2ND YEAR: FENWAY HIGH SCHOOL WITH COMPANY ONE FRACTURED ATLAS PO BOX 55 HARTSDALE NY 10530 113451703 501(C)(3) 9000 0 R17 2-YEAR: I LEARN AMERICA WITH HORACE MANN SCHOOL FRACTURED ATLAS PO BOX 55 HARTSDALE NY 10530 113451703 501(C)(3) 22000 0 R17 1-YEAR: I LEARN AMERICA WITH BOSTON INTERNATIONAL NEWCOMERS ACADEMY, UMANA ACADEMY, FENWAY HIGH SCHOOL HUNTINGTON THEATRE 560 HARRISON AVENUE SUITE 504 BOSTON MA 02118 222659560 501(C)(3) 9000 0 R17 2-YEAR: HUNTINGTON THEATRE WITH OBRYANT SCHOOL OF MATHEMATICS AND SCIENCE, ANOTHER COURSE TO COLLEGE, MEL KING SOUTH END ACADEMY LOOP LAB 99 BISHOP ALLEN DRIVE SUITE 25 CAMBRIDGE MA 02139 823829806 501(C)(3) 8000 0 R17 1-YEAR: LOOP LAB WITH TECHBOSTON ACADEMY LYRIC STAGE COMPANY OF BOSTON 140 CLARENDON STREET 2ND FLOOR BOSTON MA 02116 237346311 501(C)(3) 18000 0 R17 1-YEAR: CITY STAGE PROGRAM WITH HALE ELEMENTARY SCHOOL, TYNAN ELEMENTARY SCHOOL MAKING MUSIC MATTERS INC 86 TYNDALE STREET BOSTON MA 02131 991116938 501(C)(3) 9000 0 R16 2ND YEAR: MAKING MUSIC MATTERS WITH MOZART SCHOOL, PHILBRICK SCHOOL MARGARITA MUNIZ ACADEMY 20 CHILD STREET JAMAICA PLAIN MA 02130 800827704 501(C)(3) 7000 0 CAREER PATHWAYS IDEAL: MARGARITA MUNIZ ACADEMY MASS POETRY OUTREACH PROJECT 50 LIBERTY DRIVE SUITE 500 BOSTON MA 02210 270584283 501(C)(3) 10500 0 R16 2ND YEAR: MASS POETRY WITH UMANA ACADEMY, NEW MISSION HIGH SCHOOL, EDWARD M. KENNEDY ACADEMY FOR HEALTH CAREERS NORTH END MUSIC AND PERFORMING ARTS CENTER 50 TILESTON STREET BOSTON MA 02113 043545228 501(C)(3) 9000 0 R16 2ND YEAR: NORTH END MUSIC AND PERFORMING ARTS CENTER WITH ELIOT K-8 INNOVATION SCHOOL, WARREN PRESCOTT SCHOOL OPEN DOOR ARTS 15 CHANNEL CENTER STREET 103 BOSTON MA 02210 042699540 501(C)(3) 8000 0 R17 2-YEAR: OPEN DOOR ARTS WITH BOSTON GREEN ACADEMY OPEN DOOR ARTS 15 CHANNEL CENTER STREET 103 BOSTON MA 02210 042699540 501(C)(3) 27000 0 R17 1-YEAR: OPEN DOOR ARTS WITH COMMUNITY ACADEMY OF SCIENCE AND HEALTH, FENWAY HIGH SCHOOL, HENDERSON K-12 INCLUSION SCHOOL, NEW MISSION HIGH SCHOOL ORIGINATION CULTURAL ARTS CENTER 3708 WASHINGTON ST JAMAICA PLAIN MA 02130 043346266 501(C)(3) 6000 0 R17 1-YEAR: ORIGINATION CULTURAL ARTS CENTER WITH BOSTON TEACHERS UNION K-8 SCHOOL THE POSSIBLE ZONE 31 HEATH STREET BOSTON MA 02130 271544896 501(C)(3) 7000 0 CAREER PATHWAYS IDEAL: THE POSSIBLE ZONE TRANSFORMATIVE CULTURE PROJECT 100R WARREN STREET BOSTON MA 02119 800214659 501(C)(3) 6500 0 R16 2ND YEAR: TRANSFORMATIVE CULTURE PROJECT WITH COMMUNITY ACADEMY OF SCIENCE AND HEALTH UASPIRE 31 MILK STREET SUITE 900 BOSTON MA 02109 461314848 501(C)(3) 7500 0 CAREER PATHWAYS FOCAL: UASPIRE VERONICA ROBLES CULTURAL CENTER 282 MERIDIAN ST BOSTON MA 02128 813595731 501(C)(3) 6000 0 R17 1-YEAR: HUMANO MULTICULTURAL PROJECT WITH MARGARITA MUNIZ ACADEMY VERONICA ROBLES CULTURAL CENTER 282 MERIDIAN ST BOSTON MA 02128 813595731 501(C)(3) 12000 0 R17 1-YEAR: VERONICA ROBLES CULTURAL CENTER WITH EAST BOSTON HIGH SCHOOL ZUMIX 260 SUMNER STREET EAST BOSTON MA 02128 043132674 501(C)(3) 8000 0 R17 2-YEAR: ZUMIX WITH MCKAY K-8 SCHOOL ZUMIX 260 SUMNER STREET EAST BOSTON MA 02128 043132674 501(C)(3) 10000 0 R16 2ND YEAR: ZUMIX WITH EAST BOSTON HIGH SCHOOL 36 INDIVIDUAL ARTS EDUCATOR GRANT 46 27356 FORM 990, PART IX, LINE 1: EDVESTORS MONITORS THE USE OF GRANTS IN DIFFERENT WAYS FOR EACH PROGRAM AREA. FOR ONE-YEAR GRANTS THROUGH THE BPS ARTS EXPANSION, A PRELIMINARY REPORT IS DUE IN NOVEMBER AND A FINAL REPORT DUE IN JUNE. FOR TWO-YEAR GRANTS THROUGH THE BPS ARTS EXPANSION, A PRELIMINARY REPORT IS DUE IN JUNE AND A FINAL REPORT DUE THE FOLLOWING JUNE. FOR ANY ARTS GRANT, MONITORING MAY ALSO INCLUDE SITE VISITS BY DONORS AND EDVESTORS STAFF MEMBER. ONE-YEAR RACIAL EQUITY SEED FUND, MATHEMATICS, AND CAREER PATHWAYS GRANT RECIPIENTS RECEIVE ONGOING SUPPORT AND SUBMIT A YEAR-END REPORT IN JUNE. X X X 0 0 0 0 0 0 0 0 0 MARINELL ROUSMANIERE PRESIDENT & CEO 198049 0 0 0 0 0 7086 0 23690 0 228825 0 0 0 RUTH MERCADO-ZIZZO VP PROGRAMS & EQUITY 128357 0 0 0 0 0 5414 0 22733 0 156504 0 0 0 LORENA LOPERA VP ADVANCEMENT & EXTERNAL RELATIONS 145669 0 0 0 0 0 5773 0 0 0 151442 0 0 0 PART I, LINE 3 THE PROCESS FOR DETERMINING COMPENSATION FOR TOP ORGANIZATION POSITIONS, INCLUDING CEO AND OTHER KEY EMPLOYEES IS AS FOLLOWS: (A) ANNUAL PERFORMANCE AND SALARY/COMPENSATION REVIEW BY CEO FOR TOP MANAGEMENT AND KEY EMPLOYEES AND BY THE GOVERNING BOARD EXECUTIVE COMMITTEE FOR CEO WITH FINAL APPROVAL BY FULL GOVERNING BOARD, AT RECOMMENDATION OF EXECUTIVE COMMITTEE, AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. (B) COMPARABILITY DATA IS GATHERED TO INFORM RECOMMENDED SALARY LEVELS FOR ALL NEWLY CREATED MANAGEMENT AND KEY EMPLOYEE POSITIONS. (C) EDVESTORS MANAGEMENT WILL INSTITUTE A SALARY COMPENSATION REVIEW EVERY 2 3 YEARS (OR FIND COMPARABLE EXISTING REPORT FROM EXTERNAL SOURCE) FOR CURRENT KEY EMPLOYEE POSITIONS. X DATABASE 1 16000 X EVENT TICKETS 1 8000 X FOOD AND EVENT COSTS 1 3200 X ACCOMMODATIONS 2 1350 X PROGRAM GOODS 1 500 0 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: EDVESTORS' MISSION IS TO ADVANCE EQUITABLE, MEANINGFUL EDUCATION THAT PREPARES EVERY BOSTON STUDENT TO ACTIVATE THEIR POWER AND SHAPE THEIR FUTURE. EDVESTORS' STRATEGIES HAVE EVOLVED OVER THE LAST TWO DECADES, BUT OUR FOCUS REMAINS ON IMPROVING OUTCOMES IN BOSTON'S PUBLIC SCHOOLS. TODAY, EDVESTORS SERVES AS A: -CONNECTOR THAT PARTNERS WITH THE DISTRICT, SCHOOLS, COMMUNITY-BASED ORGANIZATIONS, HIGHER EDUCATION, AND PHILANTHROPY TO ADVANCE EFFORTS IN ISSUE AREAS THAT ARE A PRIORITY FOR SCHOOLS AND STUDENTS. -CATALYST FOR SYSTEMS CHANGE IN BOSTON, CREATING PATHWAYS FROM CLASSROOM TO CAREER, ENSURING ACCESS TO ARTS EDUCATION, IMPROVING MATH TEACHING AND LEARNING, AND SEEDING RACIAL EQUITY EFFORTS IN SCHOOLS. -CHAMPION THAT SHINES A LIGHT ON THE EDUCATORS AND SCHOOLS THAT CREATE AND CONTINUALLY IMPROVE LEARNING ENVIRONMENTS WHERE ALL STUDENTS THRIVE. THE RELATIONSHIPS EDVESTORS HAS BUILT, AS WELL AS OUR TRACK RECORD OF EFFECTIVENESS, HAVE SOLIDIFIED OUR CRITICAL ROLE AS A TRUSTED PARTNER AND THOUGHT LEADER IN BOSTON. THE ORGANIZATION'S POSITION GRANTS EDVESTORS ACCESS TO THE DECISION-MAKERS IMPACTING BOSTON SCHOOLS AND STUDENTS, ENABLING US TO ADVOCATE FOR SYSTEM-WIDE CHANGE. EDVESTORS FOCUSES ITS WORK IN BOSTON PUBLIC SCHOOLS AND SINCE ITS FOUNDING IN 2002, HAS RAISED AND INVESTED OVER $52 MILLION IN THE CITY'S SCHOOLS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE WILL HAVE THE OPPORTUNITY TO REVIEW THE FORM 990. THE FORM 990 WILL THEN BE SHARED WITH ALL MEMBERS OF THE GOVERNING BOARD PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C GOVERNING BOARD OFFICERS AND MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. A CONFLICT OF INTEREST FORM WILL BE UPDATED BY EACH BOARD MEMBER AND SUBMITTED TO EDVESTORS MANAGEMENT, IN ADVANCE OF THE ANNUAL MEETING EACH SEPTEMBER AND THROUGHOUT THE YEAR AS NEW MEMBERS JOIN THE GOVERNING BOARD. MEMBERS ARE REQUIRED TO INFORM THE BOARD CHAIR OF ANY POTENTIAL CONFLICTS AND NEED TO RECUSE THEMSELVES FROM VOTING ON ANY ACTION ITEMS FOR WHICH THEY HAVE A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR TOP ORGANIZATION POSITIONS, INCLUDING CEO AND OTHER KEY EMPLOYEES IS AS FOLLOWS: (A) ANNUAL PERFORMANCE AND SALARY/COMPENSATION REVIEW BY CEO FOR TOP MANAGEMENT AND KEY EMPLOYEES AND BY THE GOVERNING BOARD EXECUTIVE COMMITTEE FOR CEO WITH FINAL APPROVAL BY FULL GOVERNING BOARD, AT RECOMMENDATION OF EXECUTIVE COMMITTEE, AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. (B) COMPARABILITY DATA IS GATHERED TO INFORM RECOMMENDED SALARY LEVELS FOR ALL NEWLY CREATED MANAGEMENT AND KEY EMPLOYEE POSITIONS. (C) EDVESTORS MANAGEMENT WILL INSTITUTE A SALARY COMPENSATION REVIEW EVERY 2-3 YEARS (OR FIND COMPARABLE EXISTING REPORT FROM EXTERNAL SOURCE) FOR CURRENT KEY EMPLOYEE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 EDVESTORS MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. IN ADDITION, ANNUAL FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS DIVISION OF CHARITIES AND ARE AVAILABLE FOR PUBLIC VIEWING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. NO CHANGES HAVE BEEN MADE TO THIS PROCESS FROM THE PRIOR YEARS. FORM 990, PART I, LINE 19: BALANCE OF ORGANIZATION EXPENSES ARE COVERED BY MULTI-YEAR PLEDGES RECEIVED IN PRIOR FISCAL YEARS.