UP EDUCATION NETWORK INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UP EDUCATION NETWORK INC (EIN 27-2194956)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-30
- IRS object ID
- 201420309349300802
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-30T15:39:53-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042571780 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272194956 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNLOCKING POTENTIAL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNLO | NameControl |
| Phone | 6173075980 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 CANAL STREET SUITE 610 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT GIVEN | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 6179799230 | Phone |
| Date Signed | 2014-01-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN BUCKLEY CPA | Name |
| PTIN | P00830631 | PTIN |
| Phone | 5083669100 | Phone |
| Date Prepared | 2013-12-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SCOTT GIVEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 CANAL STREET SUITE 610 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3600519 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNLOCKING-POTENTIAL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | THE PRINCIPAL INTENT OF THE ORGANIZATION IS TO CONDUCT ACTIVITIES TO ADVANCE EDUCATION REFORM IN PUBLIC SCHOOLS, INCLUDING PUBLIC CHARTER SCHOOLS. SPECIFICALLY, THE ORGANIZATION WILL ENGAGE IN ACTIVITIES TO SUPPORT AND TRANSFORM UNDERPERFORMING SCHOOLS INTO HIGH-PERFORMING SCHOOLS THAT ENSURE ALL STUDENTS, FROM KINDERGARTEN THROUGH HIGH SCHOOL, POSSESS THE ACADEMIC AND SOCIAL SKILLS NECESSARY TO ACHIEVE THEIR FULL POTENTIAL AND THRIVE IN FOUR-YEAR COLLEGES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 21 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 853468 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2988534 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 519550 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 611985 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1373018 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3600519 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 264694 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 469534 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 600811 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1845319 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 61363 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 458382 | OtherExpensePriorYear |
| Other Expenses Current Year | 840283 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1323887 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3155136 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 49131 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 445383 | RevenuesLessExpensesCY |
| Total Assets BOY | 552455 | TotalAssetsBOY |
| Total Assets EOY | 1275844 | TotalAssetsEOY |
| Total Liabilities BOY | 132677 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 410683 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 419778 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 865161 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PRINCIPAL INTENT OF THE ORGANIZATION IS TO CONDUCT ACTIVITIES TO ADVANCE EDUCATION REFORM IN PUBLIC SCHOOLS, INCLUDING PUBLIC CHARTER SCHOOLS. SPECIFICALLY, THE ORGANIZATION WILL ENGAGE IN ACTIVITIES TO SUPPORT AND TRANSFORM UNDERPERFORMING SCHOOLS INTO HIGH-PERFORMING SCHOOLS THAT ENSURE ALL STUDENTS, FROM KINDERGARTEN THROUGH HIGH SCHOOL, POSSESS THE ACADEMIC AND SOCIAL SKILLS NECESSARY TO ACHIEVE THEIR FULL POTENTIAL AND THRIVE IN FOUR-YEAR COLLEGES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2372651 | Expense |
| Grants | 469534 | Grants |
| Revenue | 611985 | Revenue |
| Description | UNLOCKING POTENTIAL PARTNERS WITH SCHOOL DISTRICTS TO DELIVER AN OUTSTANDING EDUCATION TO STUDENTS IN GRADES K-8 WHO HAVE BEEN ATTENDING UNDERPERFORMING URBAN DISTRICT SCHOOLS. THE ORGANIZATION HAS RESTARTED AND CONTINUES TO MANAGE FOUR SCHOOLS IN BOSTON AND LAWRENCE, EDUCATING OVER 1,500 STUDENTS.UP ACADEMY DORCHESTER (PART OF THE BOSTON PUBLIC SCHOOLS) OPENED THEIR DOORS AUGUST 27TH TO STUDENTS IN GRADES K-5 AND UP ACADEMY OLIVER (PART OF THE LAWRENCE PUBLIC SCHOOLS) BEGAN INSTRUCTING 6TH GRADE STUDENTS AUGUST 21ST OF 2013.THIS YEAR, OUT OF THE 496 SCHOOLS SERVING MIDDLE SCHOOL STUDENTS ACROSS THE STATE OF MASSACHUSETTS, UP ACADEMY BOSTON AND UP ACADEMY LAWRENCE RANKED #1 AND #2 RESPECTIVELY FOR MEDIAN STUDENT GROWTH IN MATH. THIS MARKS THE SECOND STRAIGHT YEAR THAT UP ACADEMY BOSTON LED THE STATE IN MATH STUDENT GROWTH. PROFICIENCY RATES AT THE GAVIN MIDDLE SCHOOL, NOW UP ACADEMY BOSTON, IMPROVED FROM 23% TO 76%, WITH A MEDIAN GROWTH PROFILE OF 96%, THE HIGHEST SCORE IN STATE HISTORY. IN ONE YEAR, MATH PROFICIENCY RATES AT UP ACADEMY LEONARD HAVE TRIPLED, INCREASING FROM 19% IN 2012 TO 56% IN 2013. STUDENTS ARE NOW APPROACHING STATEWIDE PROFICIENCY RATES OF 61%. AT UP ACADEMY BOSTON, ELA PROFICIENCY RATES HAVE RISEN FROM 41% IN 2011 TO 66% IN 2013. UNLOCKING POTENTIAL EMPLOYEES SUPPORTED THE SCHOOLS THROUGHOUT THE ACADEMIC YEAR, DELIVERING HIGH QUALITY ACADEMIC AND OPERATIONAL SERVICES, MANAGING DISTRICT GOVERNANCE AND OTHER EXTERNAL STAKEHOLDER RELATIONSHIPS, AND SUPPORTING SCHOOL LEADERS IN FUNCTIONAL AREAS SUCH AS SPECIAL EDUCATION, TALENT MANAGEMENT, STUDENT RECRUITMENT AND BLENDED LEARNING. UNLOCKING POTENTIAL STAFF MEMBERS WORKED THROUGHOUT FY 2013 TO LAUNCH UP ACADEMY DORCHESTER AND UP ACADEMY OLIVER, HIRING AND TRAINING 98 TEACHERS AND STAFF TO SUPPORT THE NEW SCHOOLS. | Description |
| Total Program Service Expense | 2372651 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 21 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT GIVEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6177522854 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 CANAL STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JORDAN MERANUS | |||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||
| FARHAD NANJI | |||||||
| CHAIRPERSON | 4.00 | X | 0 | 0 | 0 | X | |
| SCOTT GIVEN | |||||||
| CEO/BOARD SECRETARY | 40.00 | X | 168369 | 0 | 5780 | X | |
| YUTAKA TAMURA | |||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||
| REBECCA LEDLEY | |||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||
| MARTIN MANION | |||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||
| JIMMY BERYLSON | |||||||
| TREASURER | 4.00 | X | 0 | 0 | 0 | X | |
| TERESA FERRAGUTO RITA | |||||||
| EMPLOYEE | 40.00 | 117839 | 0 | 904 | X | ||
| NICOLE DORN | |||||||
| COO | 40.00 | 105861 | 0 | 987 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 392069 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7671 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSOURCE SERVICES INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 LINDEN STREET | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 02482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | ACCOUNTING & TECHNOLOGY SERVICES | DescriptionOfServices |
| Compensation | 133428 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 433000 | GovernmentGrants |
| All Other Contributions | 2555534 | AllOtherContributions |
| Total Contributions | 2988534 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 611985 | TotalRevenueColumn |
| Related Or Exempt Function Income | 611985 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 611985 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3600519 | TotalRevenueColumn |
| Related Or Exempt Function Income | 611985 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469534 | Total |
| Program Services | 469534 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165780 | Total |
| Program Services | 91180 | ProgramServices |
| Management And General | 61338 | ManagementAndGeneral |
| Fundraising | 13262 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1440446 | Total |
| Program Services | 1160348 | ProgramServices |
| Management And General | 260889 | ManagementAndGeneral |
| Fundraising | 19209 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100286 | Total |
| Program Services | 79551 | ProgramServices |
| Management And General | 19076 | ManagementAndGeneral |
| Fundraising | 1659 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138807 | Total |
| Program Services | 108270 | ProgramServices |
| Management And General | 27761 | ManagementAndGeneral |
| Fundraising | 2776 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82663 | Total |
| Program Services | 63194 | ProgramServices |
| Management And General | 2668 | ManagementAndGeneral |
| Fundraising | 16801 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72666 | Total |
| Program Services | 29008 | ProgramServices |
| Management And General | 43658 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267546 | Total |
| Program Services | 111401 | ProgramServices |
| Management And General | 156145 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76337 | Total |
| Program Services | 48250 | ProgramServices |
| Management And General | 26671 | ManagementAndGeneral |
| Fundraising | 1416 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61314 | Total |
| Program Services | 48290 | ProgramServices |
| Management And General | 11847 | ManagementAndGeneral |
| Fundraising | 1177 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90323 | Total |
| Program Services | 70397 | ProgramServices |
| Management And General | 18121 | ManagementAndGeneral |
| Fundraising | 1805 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41009 | Total |
| Program Services | 17227 | ProgramServices |
| Management And General | 21266 | ManagementAndGeneral |
| Fundraising | 2516 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2655 | Total |
| Program Services | 935 | ProgramServices |
| Management And General | 1692 | ManagementAndGeneral |
| Fundraising | 28 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17291 | Total |
| Program Services | 13487 | ProgramServices |
| Management And General | 3458 | ManagementAndGeneral |
| Fundraising | 346 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16727 | Total |
| Program Services | 13047 | ProgramServices |
| Management And General | 3345 | ManagementAndGeneral |
| Fundraising | 335 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RECRUITING | 71157 | 38204 | 32953 | |
| PROFESSIONAL DEVELOPMEN | 34371 | 7740 | 26631 | |
| MISCELLANEOUS | 6224 | 2588 | 3603 | 33 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3155136 | Total |
| Program Services | 2372651 | ProgramServices |
| Management And General | 721122 | ManagementAndGeneral |
| Fundraising | 61363 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81633 | BOY |
| EOY | 579170 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 421985 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365873 | BOY |
| EOY | 123664 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 50000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59876 | BOY |
| EOY | 57075 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 76072 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32122 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45073 | BOY |
| EOY | 43950 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 552455 | BOY |
| EOY | 1275844 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127589 | BOY |
| EOY | 194152 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5088 | BOY |
| EOY | 216531 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132677 | BOY |
| EOY | 410683 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419778 | BOY |
| EOY | 215161 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 650000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419778 | BOY |
| EOY | 865161 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 552455 | BOY |
| EOY | 1275844 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 445383 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 45360 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1793090 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 853468 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2988534 | CurrentTaxYear |
| Total | 5680452 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 45360 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1793090 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 853468 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2988534 | CurrentTaxYear |
| Total | 5680452 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2138346 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3542106 | PublicSupportTotal170 |
| Total Support | 5680452 | TotalSupport |
| First5 Years170 | X | First5Years170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76072 | OtherCostOrOtherBasis |
| Depreciation | 32122 | Depreciation |
| Book Value | 43950 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43950 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3600519 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 3600519 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3600519 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3155136 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3155136 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3155136 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE ORGANIZATION FOLLOWS THE U.S. GAAP STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2013, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE ORGANIZATION FILES INFORMATION RETURNS IN THE UNITED STATES FEDERAL AND MASSACHUSETTS STATE JURISDICTIONS. THESE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE LAST THREE YEARS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|
| UP ACADEMY CHARTER SCHOOL OF BOSTON | |||
| 450625911 | 208233 | FAIR MARKET VALUE | FOR COMPUTER LAB, IT, WEBSITE SUPPORT, AND INNOVATION FOR THE SCHOOL. |
| UP ACADEMY CHARTER SCHOOL OF DORCHESTER | |||
| 462404287 | 119951 | FAIR MARKET VALUE | WORKING CAPITAL GRANT AND INNOVATION GRANT. |
| UP ACADEMY CHARTER SCHOOL OF LEONARDOLIVER (LAWRENCE PUBLIC SCHOOLS) | |||
| 046001394 | 141350 | FAIR MARKET VALUE | WORKING CAPITAL/INNOVATION GRANT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: UNLOCKING POTENTIAL WILL GIVE ALL THE UP ACADEMY'S THESE GRANTS WHICH WILL BE DISBURSED AS IN-KIND PURCHASES MADE BY UNLOCKING POTENTIAL, MONITORED AND APPROVED BY THE DOO, COO, DSO AND ASSOCIATE DIRECTOR OF FINANCE, WHICH THE EXCEPTION OF THE GRANT TO UP ACADEMY CHARTER SCHOOL OF BOSTON'S GRANT. PART OF THIS GRANT WAS TO BE USED FOR GENERAL OPERATING, WHICH WAS ALLOCATED TO IT SERVICES, WHILE THE OTHER PART WAS MEANT TO FUND THE COST FOR A NEW COMPUTER LAB, WHICH HAS BEEN COMPLETED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SCOTT GIVEN | NamePerson |
| Title | CEO/BOARD SECRETARY | Title |
| Base Compensation Filing Org | 148369 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 20000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5780 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 174149 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT VERSION OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO A BOARD MEETING. THE BOARD THEN DISCUSSES THE 990 AT A BOARD MEETING AND ANY CHANGES REQUIRED ARE MADE PRIOR TO THE 990 BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ITS DIRECTORS, MANAGEMENT AND KEY EMPLOYEES TO COMPLETE AN ANNUAL DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES DETERMINES THE CEOS COMPENSATION. DURING THIS PROCESS, THE BOARD STUDIED AN EXTENSIVE AMOUNT OF COMPARABLE DATA (CMOS, SCHOOL TURNAROUND ORGANIZATIONS, ETC.) FROM ACROSS THE COUNTRY AND CONSIDERED FACTORS UNIQUE TO THE UNLOCKING POTENTIAL CONTEXT, INCLUDING GROWTH RATE, FINANCIAL PARAMETERS, AND PERFORMANCE. ALL BOARD MEMBERS ENGAGE IN PRODUCTIVE CONVERSATIONS ABOUT EXECUTIVE COMPENSATION STRATEGY AND LEVEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAIABLE UPON REQUEST. |
| FORM 990, PART XIII, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF UNLOCKING POTENTIAL, INC.'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |