2026-02-10T10:39:41-06:00 2025-06-30 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990 2024-07-01 043369687 MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC MASS 8573155243 6 LIBERTY SQUARE SUITE 6050 BOSTON MA 02109 ANGELA DELBROCCO CFOO 8573155243 2026-02-10 1 0 LINDA M SMITH CPA P00316105 5088717178 2026-02-10 2024 2025-03-06 01:10:19Z ANGELA DELBROCCO 6 LIBERTY SQUARE SUITE 6050 BOSTON MA 02109 7560823 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. 12 11 69 43 0 0 4136800 2673086 5069111 4880782 41788 6955 0 0 9247699 7560823 0 0 0 0 7614398 5768272 0 0 425904 2539961 1414564 10154359 7182836 -906660 377987 1794800 1986796 832286 646295 962514 1340501 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 4786439 0 4880782 IN FY25, MASS INSIGHT'S TWO LARGEST PROGRAM SERVICES AP STEM & ENGLISH AND SCHOOL IMPROVEMENT - MERGED INTO ONE PROGRAM SERVICE AND TEAM. HERE IS A SUMMARY OF OUR PROGRAM SERVICE ACCOMPLISHMENTS.MASS INSIGHT PARTNERS WITH STATE EDUCATION AGENCIES, DISTRICTS, SCHOOLS, AND COMMUNITIES TO IMPLEMENT CUSTOMIZED STRATEGIES AND BUILD CAPACITY TO ADVANCE ACCESS AND OPPORTUNITY IN K12 EDUCATION, SO THAT ALL STUDENTS ARE PREPARED TO ACHIEVE THEIR ACADEMIC AND PERSONAL POTENTIAL. WITH A DEEPENING FOCUS ON SECONDARY EDUCATION, OUR PROGRAM OFFERS SERVICES IN THE FOLLOWING AREAS: SCHOOL TRANSFORMATION, MIDDLE SCHOOL FOUNDATIONS, ADVANCED ACADEMICS, AND POSTSECONDARY PATHWAYS.DURING SCHOOL YEAR 2024-25, MASS INSIGHT'S PROGRAM TEAM LED 15 PROJECTS ACROSS 4 STATES, 77 DISTRICTS, AND 246 SCHOOLS IMPACTING APPROXIMATELY 100,000 STUDENTS. THIRTY-NINE PERCENT OF SCHOOLS SERVED WERE DESIGNATED AS IN NEED OF "COMPREHENSIVE SUPPORT AND IMPROVEMENT (CSI) OR "TARGETED SUPPORT AND IMPROVEMENT (TSI)".AMONGST OUR IMPACT HIGHLIGHTS ARE INCREASES IN:- PROFICIENCY IN MATH AND ELA- AP STUDENT SENSE OF BELONGING AND REDUCED STRESS- INCREASE OF STUDENTS IN LEAST RESTRICTIVE SETTINGS- QUARTERLY BENCHMARK ATTAINMENT AND CSI STATUS EXIT- TEACHER EFFECTIVENESS, KNOWLEDGE & SKILLS, AND IMPROVED FEEDBACK PRACTICES- AP PARTICIPATION AND SUCCESS* IN MA (*OBTAINING QUALIFYING SCORE OF 3 OR ABOVE ON AP EXAM)IN ONE OF OUR LARGEST PROJECTS, MASS INSIGHT PARTNERED WITH 97 SCHOOLS ACROSS THE STATE OF MASSACHUSETTS SUPPORTING WORK IN INCREASING AP PARTICIPATION AND SUCCESS IN ELA AND STEM ADVANCED PLACEMENT COURSES. OUR PARTNER SCHOOLS OUTPACED NATIONAL TRENDS IN THE PROPORTION OF STUDENTS WHO OBTAINED A QUALIFYING SCORE ON AP EXAMS.IN MORE DETAIL, MI SY24-25 AP STEM & ENGLISH PARTNER SCHOOL RESULTS INCLUDE, - A 6% INCREASE IN THE TOTAL NUMBER OF STUDENTS WHO TOOK AP EXAMS IN ELA & STEM SUBJECTS (AS COMPARED TO SY23-24)- A 29% INCREASE IN THE TOTAL NUMBER OF STUDENTS WHO OBTAINED A QUALIFYING SCORE IN AP EXAM(S) IN ELA & STEM SUBJECTS (AS COMPARED TO SY23-24). NATIONALLY, THE PERCENTAGE INCREASE WAS 11%.- WHEN COMPARED TO THE NATIONAL TREND, MASS INSIGHT'S PARTNER SCHOOLS MORE THAN DOUBLED THE PERCENTAGE INCREASE ON THE NUMBER OF STUDENTS OBTAINING A QUALIFYING SCORE IN ELA & STEM SUBJECTS IN SY24-25.- IN ONE PARTNER SCHOOL IN ONE OF THE LARGEST DISTRICTS IN MASSACHUSETTS, OUR CLOSE WORK WITH THE LEADERSHIP TEAM AND AP TEACHERS CONTRIBUTED TO PROFOUND INCREASES IN AP SUCCESS WITH A 364% INCREASE IN QUALIFYING SCORES WITHIN ONE YEAR.OVERALL, PROGRAMMATICALLY OUR TEAM AND APPROACH ENGENDER TRUST, AND OUR PARTNERS ARE SATISFIED. - ON AVERAGE, MI'S PARTNERS RESPONDED "9" TO HOW LIKELY THEY WERE TO RECOMMEND MI FOR SIMILAR WORK TO OTHER ORGANIZATIONS ON A SCALE FROM 0-10- AS ONE SCHOOL LEADER PARTNER SAID, "[OUR ENGAGEMENT MANAGER] WAS AN INCREDIBLE THOUGHT PARTNER WHO CHALLENGED OUR LEADERSHIP TEAM TO PUSH HARD THROUGH CHALLENGES IN MAKING PROGRESS TOWARD OUR SCHOOL GOALS." 4786439 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 1 184 0 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X ANGELA DELBROCCO 8573155259 6 LIBERTY SQUARE SUITE 6050 BOSTON MA 02109 SUSAN LUSI FORMER PRESIDENT AND CEO 40.00 X X 145465 0 5425 RAOLAT ABDULAI DIRECTOR 1.00 X 0 0 0 ERIN GROGAN DIRECTOR 1.00 X 0 0 0 FRANCIS KELLY DIRECTOR 1.00 X 0 0 0 JILL NORTON DIRECTOR 1.00 X 0 0 0 KAMAU HIXON DIRECTOR 1.00 X 0 0 0 ANIL KHURANA DIRECTOR 1.00 X 0 0 0 JEFFREY DAVIS DIRECTOR 1.00 X 0 0 0 KIMBERLY ELLISON-TAYLOR DIRECTOR 1.00 X 0 0 0 PAULA NASSIF DIRECTOR/CLERK 1.00 X X 0 0 0 ALIA MCCANTS CHAIR 1.00 X X 0 0 0 ANDREA WOLFE PRESIDENT AND CEO 40.00 X X 268269 0 18366 CECILIA M FREROTTE DIRECTOR/TREASURER 1.00 X X 0 0 0 MARGERY L PIERCEY CFO/COO 32.00 X 182352 0 28261 LESLIE CAROL CHANG CHIEF OF STAFF 40.00 X 244806 0 16683 MICHELLE MERCADO CHIEF PROGRAM OFFICER 40.00 X 244508 0 41814 JOHN R SCHNEIDER MNG DIR OF POLICY/ADVOCACY 32.00 X 166702 0 26671 JENNA BULLOCK MNG DIR OF SCHOOL IMPROVEM 40.00 X 178347 0 17858 KATHERINE ZOBNIW DIRECTOR OF HUMAN SERVICES 40.00 X 138756 0 17789 MARIA CAROLINA BUITRAGO DIRECTOR OF PROGRAM & STRATEGY 40.00 X 143638 0 5723 MARIE KUNTHARA ENGAGEMENT DIRECTOR 40.00 X 138341 0 16617 1851184 0 195207 28 0 1 0 PROPEL EDUCATION STRATEGIES INC DBA AP 10830 NORTH CENTRAL EXPRESSWAY SUI DALLAS TX 75231 EXAM SCORING AND ANALYSIS 229337 1 1694340 978746 126563 2673086 AP STEM & ENGLISH AND 611430 4391293 4391293 OTHER PROGRAM SERVICE 611710 489489 489489 4880782 6955 6955 7560823 4880782 0 6955 1074156 280299 793857 3870313 2789168 744671 336474 119949 96037 17810 6102 325309 211573 85905 27831 378545 239211 113547 25787 32705 32705 30000 30000 669374 578033 91341 77149 67865 9214 70 132037 87896 25837 18304 11856 8591 3265 175316 160460 14582 274 14378 9484 4084 810 47311 27094 12353 7864 37952 24505 11097 2350 TRAINING MATERIALS 176223 176223 OTHER EXPENSES 12763 12725 38 PROVISION FOR BAD DEBTS -2500 -2500 7182836 4786439 1970493 425904 68979 287641 94919 598500 204187 231273 1238090 760406 1997 1997 88608 57867 52812 47884 28588 4928 69432 44184 1794800 1986796 614929 372871 183853 273424 33504 832286 646295 X 757596 1175511 204918 164990 962514 1340501 1794800 1986796 377987 0 X 0 1 X 1 0 X 6645894 4820657 5206930 4136800 2673086 23483367 6645894 4820657 5206930 4136800 2673086 23483367 1887888 21595479 1542 587 86 41788 6955 50958 23534325 22806263 0.91760 0.91140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 63150 63150 7119686 7182836 509142 127286 0 0 680937 771855 657718 509142 2619652 3929478 69521 68897 68088 63150 269656 170234 192964 164430 127286 654914 982371 52812 47884 4928 4928 X 7656316 95493 95493 7560823 0 7560823 7278329 95493 95493 7182836 0 7182836 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 ANDREA WOLFE PRESIDENT AND CEO 260769 0 7500 0 0 0 9300 0 9066 0 286635 0 0 0 MICHELLE MERCADO CHIEF PROGRAM OFFICER 237008 0 7500 0 0 0 10041 0 31773 0 286322 0 0 0 LESLIE CAROL CHANG CHIEF OF STAFF 244806 0 0 0 0 0 9775 0 6908 0 261489 0 0 0 MARGERY L PIERCEY CFO/COO 182352 0 0 0 0 0 7471 0 20790 0 210613 0 0 0 JENNA BULLOCK MNG DIR OF SCHOOL IMPROVEM 178347 0 0 0 0 0 6692 0 11166 0 196205 0 0 0 JOHN R SCHNEIDER MNG DIR OF POLICY/ADVOCACY 166702 0 0 0 0 0 6644 0 20027 0 193373 0 0 0 KATHERINE ZOBNIW DIRECTOR OF HUMAN SERVICES 138756 0 0 0 0 0 5682 0 12107 0 156545 0 0 0 MARIE KUNTHARA ENGAGEMENT DIRECTOR 138341 0 0 0 0 0 5441 0 11176 0 154958 0 0 0 SUSAN LUSI FORMER PRESIDENT AND CEO 137455 0 8010 0 0 0 5425 0 0 0 150890 0 0 0 X 122158 FMV X CALCULATORS 1 4405 FMV 0 0 0 FORM 990, PART I, #6 THE ESTIMATE OF VOLUNTEERS INCLUDES PROFESSIONAL SERVICES VOLUNTEERS, WHOSE SERVICES MEET THE THRESHOLD FOR CONTRIBUTED SERVICES AND CORRESPONDING EXPENSES IN THE AUDITED FINANCIAL STATEMENTS BUT WHICH ARE NOT REPORTABLE REVENUE AND EXPENSES FOR TAX PURPOSES. VOLUNTEERS ALSO INCLUDE VOLUNTEER MEMBERS OF MASS INSIGHT'S BOARD OF DIRECTORS AND PROGRAM VOLUNTEERS. PROGRAM VOLUNTEER TIME IS LIMITED TO A SINGLE 2-DAY EVENT WHEREAS BOARD AND PROFESSIONAL SERVICES VOLUNTEER TIME IS DELIVERED OVER THE COURSE OF THE YEAR TO SUPPORT ONGING STRATEGY, GOVERNANCE AND OPERATIONS. 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 OF STAFF. 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.