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Nonprofiteer
← MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC

Form 990 for tax year 2022

Filed by MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC.

Totals

Total revenue
$11,208,796
Total expenses
$12,437,091
Contributions and grants received
$5,206,930
Grants paid
$0
Program service revenue
$6,001,780
Investment income
$86
Other revenue
$0
Total assets, end of year
$3,071,241
Total liabilities, end of year
$1,202,067
Net assets or fund balances, end of year
$1,869,174
Program services expenses (Part IX)
$9,959,270
Management and general expenses
$2,027,789
Fundraising expenses
$450,032
Program service expenses (Part III)
$9,959,270

Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $3,679,998

  • 1f · All other contributions, gifts and grants

    $1,526,932

  • 1g · Noncash contributions included above

    $194,498

  • 2a · Program service revenue: SCHOOL IMPROVEMENT

    total $5,636,376 · related or exempt $5,636,376

  • 2b · Program service revenue: AP STEM & ENGLISH

    total $365,404 · related or exempt $365,404

  • 3 · Investment income

    total $86 · excluded $86

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $873,158 · program services $256,939 · management and general $616,219

  • 7 · Other salaries and wages

    total $6,514,361 · program services $5,313,249 · management and general $846,165 · fundraising $354,947

  • 8 · Pension plan contributions

    total $201,057 · program services $170,018 · management and general $26,323 · fundraising $4,716

  • 9 · Other employee benefits

    total $391,232 · program services $303,292 · management and general $68,040 · fundraising $19,900

  • 10 · Payroll taxes

    total $624,862 · program services $473,562 · management and general $121,800 · fundraising $29,500

  • 11c · Fees: accounting

    total $26,404 · management and general $26,404

  • 11d · Fees: lobbying

    total $60,000 · program services $60,000

  • 11g · Fees: other

    total $1,604,392 · program services $1,487,399 · management and general $116,993

  • 12 · Advertising and promotion

    total $14,779 · program services $5,168 · management and general $9,499 · fundraising $112

  • 13 · Office expenses

    total $191,034 · program services $156,669 · management and general $33,710 · fundraising $655

  • 14 · Information technology

    total $268,056 · program services $208,607 · management and general $39,934 · fundraising $19,515

  • 16 · Occupancy

    total $101,664 · program services $39,888 · management and general $50,807 · fundraising $10,969

  • 17 · Travel

    total $458,446 · program services $429,775 · management and general $23,790 · fundraising $4,881

  • 20 · Interest

    total $21,584 · program services $17,232 · management and general $3,613 · fundraising $739

  • 22 · Depreciation, depletion and amortization

    total $31,359 · program services $22,597 · management and general $6,917 · fundraising $1,845

  • 23 · Insurance

    total $43,098 · program services $33,298 · management and general $7,943 · fundraising $1,857

  • 24a · Other expenses: STIPENDS

    total $325,729 · program services $325,584 · management and general $145

  • 24b · Other expenses: PROGRAM FEES AND SUBSID

    total $299,364 · program services $299,364

  • 24c · Other expenses: TRAINING MATERIALS

    total $256,111 · program services $256,111

  • 24d · Other expenses: OTHER EXPENSES

    total $83,426 · program services $53,543 · management and general $29,487 · fundraising $396

  • 24e · All other expenses

    total $46,975 · program services $46,975

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $679,818 · end of year $71,578

  • 2 · Savings and temporary cash investments

    beginning of year $1,297,527 · end of year $333,129

  • 3 · Pledges and grants receivable

    beginning of year $277,750 · end of year $373,034

  • 4 · Accounts receivable

    beginning of year $2,401,597 · end of year $2,091,047

  • 8 · Inventories for sale or use

    beginning of year $1,997 · end of year $1,997

  • 9 · Prepaid expenses and deferred charges

    beginning of year $135,451 · end of year $92,974

  • 10a · Land, buildings and equipment: cost or other basis

    $191,292

  • 10b · Land, buildings and equipment: accumulated depreciation

    $130,745

  • 10c · Land, buildings and equipment, net

    beginning of year $41,157 · end of year $60,547

  • 14 · Intangible assets

    end of year $46,935

  • 15 · Other assets

    beginning of year $28,650 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,286,079 · end of year $907,178

  • 19 · Deferred revenue

    beginning of year $355,212 · end of year $242,223

  • 23 · Secured mortgages and notes payable

    beginning of year $119,186 · end of year $52,666

  • 25 · Other liabilities

    beginning of year $6,001 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,580,938 · end of year $1,342,855

  • 28 · Net assets with donor restrictions

    beginning of year $516,531 · end of year $526,319

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

TO PROVIDE LEADERSHIP IN CLOSING THE ACHIEVEMENT AND OPPORTUNITY GAPS FOR UNDERSERVED STUDENTS BY FOCUSING ON SYSTEM TRANSFORMATION AND STUDENT ACADEMIC SUCCESS.

  • 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.

    Expenses $4,353,343 · Revenue $365,404

  • 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.

    Expenses $5,605,927 · Revenue $5,636,376

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeffrey Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Evee

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Susan F Lusi

    PRESIDENT AND CEO

    Total calculated
    $329,693
    From this org
    $318,719
    From related orgs
    $0
    Other
    $10,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,999
    Bonus
    $35,000
    Other
    $720
    Deferred
    $10,974
    Nontaxable benefits
    $0
    Filer's total
    $329,693

  • Paula Nassif

    DIRECTOR/CLERK

    Total calculated
    $0
    Hours/week
    1

  • David Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cecilia M Frerotte

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Richard Taggart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Beth Gamse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kamau Hixon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ernesto Gonzalez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Francis Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Horan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jill Norton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alia McCants

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bryan Woodard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Raolat Abdulai

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Margery L Piercey

    CFO/COO

    Total calculated
    $268,781
    From this org
    $240,209
    From related orgs
    $0
    Other
    $28,572
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,489
    Bonus
    $0
    Other
    $720
    Deferred
    $9,786
    Nontaxable benefits
    $18,786
    Filer's total
    $268,781

  • Robert Wf Jentsch

    CHIEF PROGRAM/STRATEGY OFF

    Total calculated
    $219,884
    From this org
    $211,595
    From related orgs
    $0
    Other
    $8,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,875
    Bonus
    $0
    Other
    $720
    Deferred
    $8,289
    Nontaxable benefits
    $0
    Filer's total
    $219,884

  • John R Schneider

    MNG DIR OF POLICY/ADVOCACY

    Total calculated
    $183,170
    From this org
    $160,110
    From related orgs
    $0
    Other
    $23,060
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,110
    Bonus
    $0
    Other
    $0
    Deferred
    $5,837
    Nontaxable benefits
    $17,223
    Filer's total
    $183,170

  • Sally Guadagno

    MNG DIR OF AP STEM/ENGLISH

    Total calculated
    $173,592
    From this org
    $167,226
    From related orgs
    $0
    Other
    $6,366
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,506
    Bonus
    $0
    Other
    $720
    Deferred
    $6,366
    Nontaxable benefits
    $0
    Filer's total
    $173,592

  • Jenna Bullock

    MNG DIR OF SCHOOL IMPROVEM

    Total calculated
    $163,147
    From this org
    $150,858
    From related orgs
    $0
    Other
    $12,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,138
    Bonus
    $0
    Other
    $720
    Deferred
    $6,157
    Nontaxable benefits
    $6,132
    Filer's total
    $163,147

  • Leslie Carol Chang

    CHIEF PEOPLE OFFICER

    Total calculated
    $187,073
    From this org
    $175,432
    From related orgs
    $0
    Other
    $11,641
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,757
    Bonus
    $0
    Other
    $675
    Deferred
    $6,397
    Nontaxable benefits
    $5,244
    Filer's total
    $187,073

  • Katherine Zobniw

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $152,338
    From this org
    $136,423
    From related orgs
    $0
    Other
    $15,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,703
    Bonus
    $0
    Other
    $720
    Deferred
    $5,503
    Nontaxable benefits
    $10,412
    Filer's total
    $152,338

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
13 February 2024
IRS schema version
2022v5.0
Source object
202420449349300517

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