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ASSISTMENTS FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ASSISTMENTS FOUNDATION INC (EIN 83-4228740)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-24
IRS object ID
202601149349300320
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-04-24T08:00:16-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 BATTERYMARCH PARK SUITE 100AddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN834228740EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSISTMENTS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASSIBusinessNameControlTxt
Phone5082508763PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 PARK AVE 283AddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCRISTINA HEFFERNANPersonNm
Person TitleCO-EXECUTIVE DIRECTORPersonTitleTxt
Phone5082508763PhoneNum
Signature2026-04-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIELLE NIHILLPreparerPersonNm
PTINP01350943PTIN
Phone7819821001PhoneNum
Preparation2026-04-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCRISTINA HEFFERNANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 PARK AVE 283AddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,747,519GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://NEW.ASSISTMENTS.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2019FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionIMPROVE STUDENT MATH LEARNING THROUGH EVIDENCE-BASED, TEACHER PACED ONLINE TECHNOLOGYActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee32TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,320,401PYContributionsGrantsAmt
CY Contributions Grants$6,665,981CYContributionsGrantsAmt
PY Program Service Revenue$120,658PYProgramServiceRevenueAmt
CY Program Service Revenue$81,504CYProgramServiceRevenueAmt
PY Investment Income$5PYInvestmentIncomeAmt
CY Investment Income$34CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,441,064PYTotalRevenueAmt
CY Total Revenue$6,747,519CYTotalRevenueAmt
PY Grants And Similar Paid$488,789PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,090,327CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,194,519PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,991,769CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$67,867CYTotalFundraisingExpenseAmt
PY Other Expenses$808,342PYOtherExpensesAmt
CY Other Expenses$1,378,488CYOtherExpensesAmt
PY Total Expenses$4,491,650PYTotalExpensesAmt
CY Total Expenses$5,460,584CYTotalExpensesAmt
PY Revenues Less Expenses-$50,586PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,286,935CYRevenuesLessExpensesAmt
Total Assets BOY$698,386TotalAssetsBOYAmt
Total Assets EOY$1,869,336TotalAssetsEOYAmt
Total Liabilities BOY$538,628TotalLiabilitiesBOYAmt
Total Liabilities EOY$422,643TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$159,758NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,446,693NetAssetsOrFundBalancesEOYAmt
MissionOUR MISSION IS TO IMPACT ADVANCEMENTS IN MATH INSTRUCTION TO MAKE TEACHING AND LEARNING MORE EVIDENCE-BASED AND ALIGNED TO THE DIVERSE NEEDS OF STUDENTS. WE BELIEVE IN FREE, HIGH-QUALITY LEARNING RESOURCES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,031,223ExpenseAmt
Grant$1,090,327GrantAmt
Revenue$81,504RevenueAmt
DescCREATING A PRODUCT AND PROGRAMMING TO SUPPORT TEACHERS IN ASSIGNING INDEPENDENT PRACTICE ONLINE. THE PROGRAM ALLOWS TEACHERS TO FIND UPLOADED PROBLEMS TO ASSIGN TO THEIR STUDENTS, SELECT THOSE ITEMS, AND THEN DELIVER TO THE STUDENTS ONLINE. THE STUDENTS ARE ABLE TO RECEIVE IMMEDIATE FEEDBACK AND GET MULTIPLE ATTEMPTS TO GET THE PROBLEM RIGHT. THE TEACHER RECEIVES A REPORT THAT THEY USE TO ADJUST THEIR INSTRUCTION.Desc
Total Program Service Expenses$5,031,223TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document144IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee32EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRISTINA HEFFERNANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5082508763PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 HAPGOOD WAYAddressLine1Txt
CitySHREWSBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP015452820ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
NEIL HEFFERNAN
PRESIDENT AND CHAIR OF THE BOARD2.00Yes (X)Yes (X)$0$0$0
KEVIN QAZILBASH
TREASURER2.00Yes (X)Yes (X)$0$0$0
ADAM KALAI
DIRECTOR2.00Yes (X)$0$0$0
BOGDAN VERNESCU
DIRECTOR2.00Yes (X)$0$0$0
GERALDINE ZANG
DIRECTOR2.00Yes (X)$0$0$0
BRITT NEUHAUS
CO-EXECUTIVE DIRECTOR40.00Yes (X)$189,706$0$8,364
CRISTINA HEFFERNAN
CO-EXECUTIVE DIRECTOR40.00Yes (X)$159,954$0$6,510
TOM BOLTON
VP OF PRODUCT UNTIL 7/202440.00$152,236$0$23,644Yes (X)
JANET PINTO
VP OF GROWTH & PARTNERSHIP40.00$141,597$0$17,090Yes (X)
RYAN EMBERLING
DIRECTOR OF ENGINEERING40.00$120,057$0$4,802Yes (X)
BRIAN STORY
DIRECTOR OF FINANCE AND OPERATIONS40.00$112,422$0$14,278Yes (X)
DENISE BARRETT
TUTORING PROGRAM AND PARTNERSHIPS MANAGER40.00$105,420$0$26,885Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$981,392TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$101,573TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K10IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WESTED
3020 OLD RANCH PKWY STESEAL BEACHCA90740CONTRACT SERVICES$292,785
ARABELLA ADVISORS LLC (REDSTONE CONSULT
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036CONSULTING SERVICES$150,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$5,252,419GovernmentGrantsAmt
All Other Contributions$1,413,562AllOtherContributionsAmt
Total Contributions$6,665,981TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE FEESDesc
Business611710BusinessCd
Total Revenue Column$81,504TotalRevenueColumnAmt
Related Or Exempt Func Income$81,504RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$81,504TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$34TotalRevenueColumnAmt
Exclusion$34ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,747,519TotalRevenueColumnAmt
Related Or Exempt Func Income$81,504RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$34ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,090,327TotalAmt
Program Services$1,090,327ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$375,075TotalAmt
Program Services$284,692ProgramServicesAmt
Management And General$48,028ManagementAndGeneralAmt
Fundraising$42,355FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,159,884TotalAmt
Program Services$1,921,951ProgramServicesAmt
Management And General$219,420ManagementAndGeneralAmt
Fundraising$18,513FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$72,986TotalAmt
Program Services$64,897ProgramServicesAmt
Management And General$8,089ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$184,578TotalAmt
Program Services$166,557ProgramServicesAmt
Management And General$16,072ManagementAndGeneralAmt
Fundraising$1,949FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$199,246TotalAmt
Program Services$173,998ProgramServicesAmt
Management And General$22,622ManagementAndGeneralAmt
Fundraising$2,626FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$750TotalAmt
Management And General$750ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,500TotalAmt
Management And General$31,500ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$974,574TotalAmt
Program Services$967,467ProgramServicesAmt
Management And General$6,958ManagementAndGeneralAmt
Fundraising$149FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$25,369TotalAmt
Program Services$23,173ProgramServicesAmt
Management And General$912ManagementAndGeneralAmt
Fundraising$1,284FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,284TotalAmt
Program Services$16,254ProgramServicesAmt
Management And General$28ManagementAndGeneralAmt
Fundraising$2FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$222,850TotalAmt
Program Services$222,850ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30,297TotalAmt
Program Services$29,535ProgramServicesAmt
Management And General$35ManagementAndGeneralAmt
Fundraising$727FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,544TotalAmt
Program Services$3,364ProgramServicesAmt
Management And General$2,129ManagementAndGeneralAmt
Fundraising$51FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTIONS$64,571$61,543$2,819$209
PROF. DEVELOPMENT$4,424$4,424
BANK AND CREDIT CARD FE$1,027$1,027
FILING FEES$557$557

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$741TotalAmt
Program Services$191ProgramServicesAmt
Management And General$548ManagementAndGeneralAmt
Fundraising$2FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,460,584TotalAmt
Program Services$5,031,223ProgramServicesAmt
Management And General$361,494ManagementAndGeneralAmt
Fundraising$67,867FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$101,111BOYAmt
EOY$108,271EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$206,604BOYAmt
EOY$976,942EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$373,660BOYAmt
EOY$749,860EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,011BOYAmt
EOY$34,263EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,180LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,180LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$698,386BOYAmt
EOY$1,869,336EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$317,784BOYAmt
EOY$408,780EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$220,844BOYAmt
EOY$13,863EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$538,628BOYAmt
EOY$422,643EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$159,758BOYAmt
EOY$1,446,693EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$159,758BOYAmt
EOY$1,446,693EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$698,386BOYAmt
EOY$1,869,336EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,286,935ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WORCESTER POLYTECHNIC INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN042121659EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$485,849SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$485,849SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgYes (1)OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 6:GRANTS TO ORGANIZATIONS, OTHER THAN THE SUPPORTED ORGANIZATION, ARE MADE AT THE DISCRETION OF THE BOARD OF DIRECTORS AND ARE MADE IN THE FURTHERANCE OF THE MISSION OF THE SUPPORTED ORGANIZATION.
PART IV, SECTION B, LINE 2:THE SUPPORTED ORGANIZATION IS AN INSTITUTE OF HIGHER LEARNING. IN FURTHERANCE OF THAT MISSION, THE SUPPORTED ORGANIZATION ENCOURAGES SUPPORTING OTHER ORGANIZATIONS IN PARTNERSHIP WITH IT. GRANTS TO ORGANIZATIONS, OTHER THAN THE SUPPORTED ORGANIZATION, ARE MADE AT THE DISCRETION OF THE BOARD OF DIRECTORS AND ARE MADE IN THE FURTHERANCE OF THE MISSION OF THE SUPPORTED ORGANIZATION. ALL GRANTS ARE MADE TO TAX-EXEMPT CHARITABLE ORGANIZATIONS REGISTERED WITH THE INTERNAL REVENUE SERVICE.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,180OtherCostOrOtherBasisAmt
Depreciation$6,180DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$6,965,182TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$217,663DonatedServicesAndUseFcltsAmt
Revenue Not Reported$217,663RevenueNotReportedAmt
Revenue Subtotal$6,747,519RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,747,519TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,678,247TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$217,663DonatedServicesUseFcltsAmt
Expenses Not Reported$217,663ExpensesNotReportedAmt
Expenses Subtotal$5,460,584ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,460,584TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
NORTH CAROLINA STATE UNIVERSITY
101 CURRENT DRIVERALEIGHNC27607566000756170(C)(1)$133,435$0RECOVERING FROM COVID-LEARNING-LOSS WITH A PLATFORM TO SUPPORT HUMAN TUTORING
TEACHING LAB
1802 VERNON ST NWWASHINGTONDC20009813546317501(C)(3)$471,043$0PROGRAM FOR SCALING ASSISTMENTS FOR ALGEBRA READINESS WITH CURRICULUM-BASED PROFESSIONAL LEARNING AND COACHING
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE ROADWORCESTERMA01609042121659501(C)(3)$485,849$0RECOVERING FROM COVID-LEARNING-LOSS WITH A PLATFORM TO SUPPORT HUMAN TUTORING
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSUBAWARD SCOPE OF WORK AND BUDGETS ARE DETERMINED IN THE GRANT APPLICATION PROCESS. SUBAWARD INVOICES ARE COMPARED TO GRANT DOCUMENTS PRIOR TO APPROVAL BY THE EXECUTIVE DIRECTOR AND PAYMENT TO THE GRANTEE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRITT NEUHAUS
CO-EXECUTIVE DIRECTOR$189,706$0$0$0$0$0$7,596$0$768$0$198,070$0$0$0
TOM BOLTON
VP OF PRODUCT UNTIL 7/2024$152,236$0$0$0$0$0$6,255$0$17,389$0$175,880$0$0$0
CRISTINA HEFFERNAN
CO-EXECUTIVE DIRECTOR$159,954$0$0$0$0$0$6,510$0$0$0$166,464$0$0$0
JANET PINTO
VP OF GROWTH & PARTNERSHIP$141,597$0$0$0$0$0$5,754$0$11,336$0$158,687$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2CRISTINA HEFFERNAN, CO-EXECUTIVE DIRECTOR, AND NEIL HEFFERNAN, PRESIDENT AND CHAIR OF THE BOARD, HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE RETURN IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CBOARD OF DIRECTORS AND OFFICERS ARE SUBJECT TO A CONFLICT OF INTEREST POLICY THAT REQUIRES DISCLOSURE OF ACTUAL AND POTENTIAL CONFLICTS ON AN ANNUAL DISCLOSURE FORM AND AS THEY ARISE. POTENTIAL CONFLICTS ARE EVALUATED BY THE BOARD, EXCLUDING THE INTERESTED PARTY. THE BOARD OF DIRECTORS ENFORCES THE CONFLICT OF INTEREST POLICY, ALONG WITH THE EXECUTIVE DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15ACOMPENSATION FOR THE EXECUTIVE DIRECTORS IS DETERMINED ANNUALLY BY A SUBCOMMITTEE OF THE BOARD AND APPROVED BY THE BOARD. THIRD-PARTY MARKET DATA BENCHMARKED TO ORGANIZATIONS OF SIMILAR SIZE AND SCOPE IS USED AND THE DELIBERATION AND DECISION ARE TIMELY DOCUMENTED. THIS COMPENSATION REVIEW PROCESS WAS LAST PERFORMED IN 2025.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER: PROGRAM SERVICE EXPENSES 967,467. MANAGEMENT AND GENERAL EXPENSES 6,958. FUNDRAISING EXPENSES 149. TOTAL EXPENSES 974,574.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WORCESTER POLYTECHNIC INSTITUTEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 INSTITUTE ROADAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd
FieldValueIRS element (for citing)
EIN042121659EIN
Primary ActivitiesINSTITUTE OF HIGHER LEARNINGPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 2PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd