2024-02-13T08:15:51-06:00 2023-06-30 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 302 WESTBOROUGH MA 01581 990 2022-07-01 043369687 MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC MASS 8573155243 6 LIBERTY SQUARE SUITE 6050 BOSTON MA 02109 MARGERY L PIERCEY CFO/COO 8573155243 2024-02-13 1 MARGERY PIERCEY 999009999 0 SANDRA M BROWN CPA P01614103 5088717178 2024-02-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MARGERY L PIERCEY 6 LIBERTY SQUARE SUITE 6050 BOSTON MA 02109 11208796 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 15 95 31 0 0 4851406 5206930 5668744 6001780 587 86 0 0 10520737 11208796 70000 0 0 0 7045255 8604670 0 0 450032 3534227 3832421 10649482 12437091 -128745 -1228295 4863947 3071241 1766478 1202067 3097469 1869174 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 4353343 365404 ADVANCED PLACEMENT (AP) STEM & ENGLISH PROGRAM. OUR AP STEM & ENGLISH PROGRAM (THE PROGRAM) IS A PUBLIC-PRIVATE PARTNERSHIP TO INCREASE THEPARTICIPATION 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 2022-23 SCHOOL YEAR MARKED THE FOURTEENTH YEAR OF THE PROGRAM IN WHICH WE PROVIDED SCHOOL AND DISTRICT SUPPORTS, TEACHER TRAINING, COACHING AND CLASSROOM SUPPORTS, AND DIRECT STUDENT SUPPORTS RANGING FROM OUT-OF-CLASSROOM LEARNING TIME TO EXAM FEE SUBSIDIES FOR LOW INCOME STUDENTS. 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. COLLECTIVELY, STUDENTS IN PARTNER SCHOOLS COMPLETED 14,541 AP STEM & ENGLISH EXAMS AND EARNED 6,695 QUALIFYING AP STEM & ENGLISH EXAM SCORES. DURING SY2021-22, THE LAST YEAR FOR WHICH STATEWIDE COMPARISON DATA IS AVAILABLE, STUDENTS IN MI PARTNER SCHOOLS ACCOUNTED FOR 40% OF THE AP STEM & ENGLISH EXAMS COMPLETED BY BLACK AND LATINO STUDENTS STATEWIDE AND 30% OF THE QUALIFYING AP STEM & ENGLISH EXAM SCORES RECEIVED BY BLACK AND LATINO STUDENTS STATEWIDE. 5605927 5636376 SCHOOL IMPROVEMENT. OUR 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 PLAN AND OTHER STRATEGIC INITIATIVES.DURING 2022-23, MASS INSIGHT'S SCHOOL IMPROVEMENT EFFORTS ENGAGED 11 PARTNERS SERVING 292 SCHOOLS AND 180,241 RACIALLY/ETHNICALLY AND SOCIOECONOMICALLY DIVERSE STUDENTS. DURING SY2022-23, THE RACIAL/ETHNIC AND SOCIOECONOMIC COMPOSITION OF THE AVERAGE MI PARTNER WAS 42% LOW-INCOME, 22% LATINO, 26% BLACK, 44% WHITE AND 3% ASIAN. MASS INSIGHT'S SCHOOL IMPROVEMENT EFFORTS ALSO AFFECTED MANY LOW-PERFORMING SCHOOLS. DURING SY2022-23, 31% OF SCHOOLS AFFECTED BY MASS INSIGHT'S PARTNERSHIP WERE DESIGNATED BY STATES AS IN NEED OF "COMPREHENSIVE SUPPORT AND IMPROVEMENT OR "TARGETED SUPPORT AND IMPROVEMENT."PARTNERS REPORTED IMPROVED LEADERSHIP AND PLANNING CAPACITY AS WELL AS ENHANCED COHERENCE AND COLLECTIVE RESPONSIBILITY. OVERALL, 90% OF ADMINISTRATORS PARTICIPATING IN MI'S EVALUATION EFFORTS AGREED OR STRONGLY AGREED THAT PARTNERING WITH MI NOTABLY ENHANCED THEIR CAPACITY TO MAKE INFORMED DECISIONS REGARDING PRIORITY AREAS. EIGHTY PERCENT AGREED OR STRONGLY AGREED THAT MI'S SUPPORT PLAYED A CRUCIAL ROLE IN HELPING THEM DEVELOP ACTIONABLE IMPROVEMENT PLANS THAT ADDRESS THE ROOT CAUSES OF LOW PERFORMANCE. SIMILARLY, 79% OF SURVEY RESPONDENTS AGREED OR STRONGLY AGREED THAT MI'S SUPPORT SIGNIFICANTLY ENHANCED COHERENCE WITHIN THEIR ORGANIZATION. 9959270 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 1 258 0 1 95 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 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 JEFFREY DAVIS DIRECTOR 1.00 X 0 0 0 GARY EVEE CHAIRMAN 1.00 X X 0 0 0 SUSAN F LUSI PRESIDENT AND CEO 40.00 X X 318719 0 10974 PAULA NASSIF DIRECTOR/CLERK 1.00 X X 0 0 0 DAVID ADAMS DIRECTOR 1.00 X 0 0 0 CECILIA M FREROTTE DIRECTOR/TREASURER 1.00 X X 0 0 0 RICHARD TAGGART DIRECTOR 1.00 X 0 0 0 BETH GAMSE DIRECTOR 1.00 X 0 0 0 KAMAU HIXON DIRECTOR 1.00 X 0 0 0 ERNESTO GONZALEZ DIRECTOR 1.00 X 0 0 0 FRANCIS KELLY DIRECTOR 1.00 X 0 0 0 CHRIS HORAN DIRECTOR 1.00 X 0 0 0 JILL NORTON DIRECTOR 1.00 X 0 0 0 ALIA MCCANTS VICE CHAIR 1.00 X X 0 0 0 BRYAN WOODARD DIRECTOR 1.00 X 0 0 0 RAOLAT ABDULAI DIRECTOR 1.00 X 0 0 0 MARGERY L PIERCEY CFO/COO 40.00 X 240209 0 28572 ROBERT WF JENTSCH CHIEF PROGRAM/STRATEGY OFF 40.00 X 211595 0 8289 JOHN R SCHNEIDER MNG DIR OF POLICY/ADVOCACY 40.00 X 160110 0 23060 SALLY GUADAGNO MNG DIR OF AP STEM/ENGLISH 40.00 X 167226 0 6366 JENNA BULLOCK MNG DIR OF SCHOOL IMPROVEM 40.00 X 150858 0 12289 LESLIE CAROL CHANG CHIEF PEOPLE OFFICER 40.00 X 175432 0 11641 KATHERINE ZOBNIW DIRECTOR OF HUMAN RESOURCES 40.00 X 136423 0 15915 1560572 0 117106 32 0 1 0 FRIDAY PARTNERS LLC 490 43RD STREET OAKLAND CA 94609 EDUCATIONAL CONSULTING 461121 THE NEW TEACHER PROJECT 500 7TH AVENUE 8TH FLOOR NEW YORK NY 10018 EDUCATIONAL CONSULTING 233796 2 3679998 1526932 194498 5206930 SCHOOL IMPROVEMENT 611710 5636376 5636376 AP STEM & ENGLISH 611430 365404 365404 6001780 86 86 11208796 6001780 0 86 X 873158 256939 616219 6514361 5313249 846165 354947 201057 170018 26323 4716 391232 303292 68040 19900 624862 473562 121800 29500 26404 26404 60000 60000 1604392 1487399 116993 14779 5168 9499 112 191034 156669 33710 655 268056 208607 39934 19515 101664 39888 50807 10969 458446 429775 23790 4881 21584 17232 3613 739 31359 22597 6917 1845 43098 33298 7943 1857 STIPENDS 325729 325584 145 PROGRAM FEES AND SUBSID 299364 299364 TRAINING MATERIALS 256111 256111 OTHER EXPENSES 83426 53543 29487 396 46975 46975 12437091 9959270 2027789 450032 679818 71578 1297527 333129 277750 373034 2401597 2091047 1997 1997 135451 92974 191292 130745 41157 60547 46935 28650 0 4863947 3071241 1286079 907178 355212 242223 119186 52666 6001 0 1766478 1202067 X 2580938 1342855 516531 526319 3097469 1869174 4863947 3071241 -1228295 0 X 0 1 X 1 0 X 4826405 5506324 6645894 4820657 5206930 27006210 4826405 5506324 6645894 4820657 5206930 27006210 2252370 24753840 2518 2908 1542 587 86 7641 27013851 17659323 0.91630 0.93630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 68897 68897 12368194 12437091 771855 192964 0 0 504358 469647 680937 771855 2426797 3640196 51071 58641 69521 68897 248130 126090 117412 170234 192964 606700 910050 191292 130745 60547 60547 X 11342662 133866 133866 11208796 0 11208796 12570957 133866 133866 12437091 0 12437091 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 282999 0 35000 0 720 0 10974 0 0 0 329693 0 0 0 MARGERY L PIERCEY CFO/COO 239489 0 0 0 720 0 9786 0 18786 0 268781 0 0 0 ROBERT WF JENTSCH CHIEF PROGRAM/STRATEGY OFF 210875 0 0 0 720 0 8289 0 0 0 219884 0 0 0 LESLIE CAROL CHANG CHIEF PEOPLE OFFICER 174757 0 0 0 675 0 6397 0 5244 0 187073 0 0 0 JOHN R SCHNEIDER MNG DIR OF POLICY/ADVOCACY 160110 0 0 0 0 0 5837 0 17223 0 183170 0 0 0 SALLY GUADAGNO MNG DIR OF AP STEM/ENGLISH 166506 0 0 0 720 0 6366 0 0 0 173592 0 0 0 JENNA BULLOCK MNG DIR OF SCHOOL IMPROVEM 150138 0 0 0 720 0 6157 0 6132 0 163147 0 0 0 KATHERINE ZOBNIW DIRECTOR OF HUMAN RESOURCES 135703 0 0 0 720 0 5503 0 10412 0 152338 0 0 0 X 189994 FMV X EDUCATIONAL MATERIALS 1 3532 FMV X EVENT EXPENSES 2 971 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 664,612. MANAGEMENT AND GENERAL EXPENSES 116,993. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 781,605. INSTRUCTOR FEES: PROGRAM SERVICE EXPENSES 451,529. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 451,529. FACILITIES FEES: PROGRAM SERVICE EXPENSES 371,258. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 371,258.