Form 990 for tax year 2023

Totals

Total revenue

$4,396,263

Total expenses

$4,041,766

Contributions and grants received

$3,922,746

Grants paid

$32,000

Program service revenue

$433,780

Investment income

$39,041

Other revenue

$696

Total assets, end of year

$1,649,438

Total liabilities, end of year

$658,607

Net assets or fund balances, end of year

$990,831

Program services expenses (Part IX)

$3,478,315

Management and general expenses

$469,961

Fundraising expenses

$93,490

Program service expenses (Part III)

$3,478,315

Program services were 86.1% 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.

Mission and programs · 2023

• THE PHILADELPHIA ACADEMY OF SCHOOL LEADERS (PASL) PROVIDES HIGH-QUALITY, RESULTS-DRIVEN PROFESSIONAL DEVELOPMENT FOR SCHOOL AND SYSTEM LEADERS TO ACCELERATE LEARNING AND GROWTH FOR EVERY PHILADELPHIA STUDENT. WE INVEST IN PHILADELPHIA'S EDUCATION LEADERSHIP WITH THE CONVICTION THAT THIS INVESTMENT WILL YIELD DIVIDENDS FOR THE ALMOST 200,000 SCHOOL CHILDREN WHO LIVE HERE. OUR RESEARCH-BASED PROFESSIONAL DEVELOPMENT EXPERIENCES PROVIDE LEADERS WITH THE NECESSARY TOOLS, SKILLS, AND NETWORKS TO ELEVATE PERFORMANCE AND ADVANCE EQUITY TO IMPROVE SCHOOL AND STUDENT OUTCOMES.THE NEUBAUER FELLOWSHIP IN EDUCATIONAL LEADERSHIP, PASL'S FLAGSHIP PROGRAM, IS A TRANSFORMATIVE TWO-YEAR LEADERSHIP EXPERIENCE FOR PRINCIPALS WITH A PROVEN TRACK RECORD OF IMPROVING PHILADELPHIA'S SCHOOLS. THE PROGRAM DEVELOPS LEADERSHIP SKILLS TO ELEVATE SCHOOL PERFORMANCE AND STUDENT OUTCOMES IN SCHOOLS AND ACROSS THE CITY.USING A UNIQUE CROSS-SECTOR, COHORT-BASED APPROACH, FELLOWS RECEIVE BEST-IN-CLASS PROFESSIONAL DEVELOPMENT AND BUILD DEEP RELATIONSHIPS WITH A NETWORK OF OUTSTANDING PEERS WHO SHARE STRATEGIES AND PROBLEM-SOLVE WITH ONE ANOTHER. THE FELLOWSHIP PROVIDES RESOURCES AND GUIDANCE TO SHARPEN PRINCIPALS' LEADERSHIP CAPACITIES AND PRODUCE MEASURABLE, MEANINGFUL RESULTS. THE COMPETITIVE FELLOWSHIP SELECTION PROCESS ENSURES A DIVERSE MIX OF TALENT AND PERSPECTIVES THAT ENHANCES THE LEARNING ENVIRONMENT. THE RIGOROUS COMPETENCY-BASED SELECTION PROCESS INCLUDES AN APPLICATION, INTERVIEWS, INSTRUCTIONAL ANALYSIS, DATA REVIEWS, AND SCHOOL VISITS. THE TWO-YEAR NEUBAUER FELLOWSHIP INCLUDES THE FOLLOWING PROGRAM COMPONENTS: - AN INTENSIVE SIX-DAY SUMMER INSTITUTE IN YEAR 1 - QUARTERLY INSTITUTES TO BUILD CAPACITY IN SEVEN LEADERSHIP COMPETENCIES: ADAPTIVE LEADERSHIP; CONTINUOUS IMPROVEMENT FOR STUDENT SUCCESS; EQUITY; FAMILY AND COMMUNITY ENGAGEMENT; INSTRUCTIONAL LEADERSHIP; PROFESSIONAL LEARNING; SYSTEMS AND OPERATIONS - INDIVIDUALIZED MONTHLY COACHING TO SUPPORT STRATEGY IMPLEMENTATION AND LEADERSHIP GROWTH - APPLICATION OF LEARNING TO A YEAR-LONG PROBLEM OF PRACTICE - OPPORTUNITIES TO HOST AND VISIT OTHER FELLOWS' SCHOOLS - INTIMATE "DINNERS WITH DECISION-MAKERS" WITH PROMINENT BUSINESS, GOVERNMENT, AND NON-PROFIT LEADERS WHO FACE COMPLEX, UNPREDICTABLE CHALLENGES AS A FORMAT TO LEARN LEADERSHIP LESSONS FROM OTHER FIELDS - A $4,000 STIPEND OVER THE TWO YEARS OF THE FELLOWSHIP - ONGOING AND DIFFERENTIATED LEARNING OPPORTUNITIES, CONNECTIONS, AND RESOURCES AS SENIOR FELLOWS (ALUMNI)THE NEUBAUER FELLOWSHIP HAS SERVED 173 SCHOOL AND SYSTEM LEADERS WHO COLLECTIVELY IMPACT NEARLY 100,000 STUDENTS EVERY DAY. BASED ON AN EXTERNAL EVALUATOR'S MULTI-YEAR EVALUATION, WE ARE PLEASED TO SHARE THE FOLLOWING RESULTS: LEADER RETENTION - NEUBAUER FELLOWS ARE RETAINED AT HIGHER RATES IN THE SCHOOL, PRINCIPAL ROLE, SCHOOL SYSTEM, AND CITY OF PHILADELPHIA. THIS IS TRUE AFTER 1, 2, 3, 4, AND 5 YEARS. - NEUBAUER FELLOWS ARE MORE LIKELY TO MOVE INTO LEADERSHIP ROLES. STUDENT ATTENDANCE - SCHOOLS LED BY NEUBAUER FELLOWS HAD A HIGHER PERCENTAGE OF STUDENTS ATTENDING 95% OR MORE OF INSTRUCTIONAL DAYS THAN SCHOOLS NOT LED BY PROGRAM PARTICIPANTS. - PERCENTAGES INCREASED IN YEARS AFTER BEGINNING THE NEUBAUER FELLOWSHIP (COMPARED TO PRIOR YEARS). TEACHER PERCEPTIONS (TEACHER SURVEY QUESTIONS ALIGNED TO OUR LEADERSHIP LEVERS) - SCHOOLS LED BY NEUBAUER FELLOWS HAD A HIGHER PERCENTAGE OF TEACHERS WITH MOST FAVORABLE PERCEPTIONS OF PRINCIPALS' COMMUNICATION OF MISSION AND VISION, TALENT MANAGEMENT, INSTRUCTIONAL IMPROVEMENT, AND EXPECTATIONS OF STUDENTS. - PARTICIPATION IN PASL PROGRAMS APPEARS TO IMPROVE TEACHER PERCEPTIONS OF THESE CHARACTERISTICS. STRATEGIC TEACHER RETENTION - NEUBAUER FELLOWS RETAIN TEACHERS STRATEGICALLY. THEY HAVE HIGHER RETENTION OF HIGHER-PERFORMING TEACHERS AND LOWER RETENTION OF LOWER-PERFORMING TEACHERS. - NEUBAUER FELLOWS HAD HIGHER RETENTION RATES FOR "DISTINGUISHED" TEACHERS IN YEARS DURING/AFTER THE FELLOWSHIP THAN WOULD HAVE BEEN EXPECTED BASED ON PRIOR RATES. THE MOST RECENT STUDENT ACHIEVEMENT AND GROWTH DATA SHOWED THAT SCHOOLS LED BY NEUBAUER FELLOWS, ON AVERAGE, DEMONSTRATED HIGHER PERFORMANCE ON MANY METRICS AND SUSTAINED IMPROVEMENT IN ACADEMIC ACHIEVEMENT AND ACADEMIC GROWTH WHEN COMPARED TO SCHOOLS LED BY NON-NEUBAUER FELLOW LEADERS.

  Expenses $2,600,315 · Grants $22,000 · Revenue $373,780

• INSTRUCTIONAL LEADERSHIP ACADEMY IS A ONE-YEAR PROGRAM THAT SUPPORTS PHILADELPHIA PRINCIPALS WITH A FOCUS ON FOUNDATIONAL TEACHING AND LEARNING BEST PRACTICES TO DRIVE RESULTS FOR STUDENTS. PASL PARTNERS WITH THE ACHIEVEMENT NETWORK (ANET) TO PROVIDE PRINCIPALS WITH MONTHLY PROFESSIONAL DEVELOPMENT AND INDIVIDUALIZED COACHING. DURING THE ONE-YEAR PROGRAM, PARTICIPANTS:- SET GOALS, WORK TOWARDS THEM, AND MEASURE PROGRESS AGAINST CORE ACADEMIC GOALS.- DEVELOP INSTRUCTIONAL SYSTEMS AND STRUCTURES AROUND COACHING, PROFESSIONAL LEARNING, AND DATA USE FOR SCHOOL-WIDE ACADEMIC IMPROVEMENT.- BUILD YOUR COACHING, PLANNING/FACILITATION, AND DATA ANALYSIS SKILLS AND THEN TURN KEY LEARNINGS TO DEVELOP YOUR OWN STAFF.- DEVELOP A DIVERSE NETWORK OF PRINCIPAL COLLEAGUES TO LEARN FROM AND ALONGSIDE.- PARTICIPATE IN MONTHLY DEVELOPMENT SESSIONS WITH OTHER PARTICIPANTS, INCLUDING: - A TWO-DAY IN-PERSON PROGRAM - MONTHLY IN-PERSON SESSIONS DURING THE SCHOOL YEAR (3 HOURS EACH).- ACTIVELY ENGAGE IN 1.5 HOURS OF INDIVIDUALIZED COACHING FROM A DESIGNATED INSTRUCTIONAL LEADERSHIP COACH (ON-SITE AND VIRTUAL).

  Expenses $478,000

• OUR SENIOR FELLOW PROGRAMMING OFFERS A RANGE OF POST FELLOWSHIP OPPORTUNITIES DESIGNED TO SUPPORT SCHOOL AND SYSTEM LEADERS. THESE INCLUDE: - BLACK EDUCATOR PIPELINE - A LEARNING ARC, LED BY SENIOR FELLOWS SHARIF EL-MEKKI (COHORT 1), CEO OF THE CENTER FOR BLACK EDUCATOR DEVELOPMENT, AND RAYMOND FIELDS (COHORT 4), EXECUTIVE DIRECTOR OF URBAN TEACHERS PHILADELPHIA, FOCUSES ON THE RECRUITMENT, SELECTION, DEVELOPMENT, AND SUPPORT OF BLACK EDUCATORS IN ORDER TO DEEPEN AND EXPAND THE PIPELINE. STRUCTURED FOR LEARNING WITHIN A RACIAL AFFINITY GROUP, IN THE 2023-2024 PROGRAMMING, THE FACULTY TEAM IS EXPANDING TO SUPPORT WHITE SENIOR FELLOWS; THIS WHITE AFFINITY GROUP WILL BE LED BY JEFF GLOWIK, DIRECTOR OF CLINICAL FACULTY FOR AMERICAN UNIVERSITY IN PARTNERSHIP WITH URBAN TEACHERS PHILADELPHIA AND FORMER PRINCIPAL OF MASTERY CHARTER SCHOOLGRATZ CAMPUS. AFFINITY GROUPS WILL MEET SEPARATELY FOR SOME SESSIONS OR PARTS OF SESSIONS BASED ON THE TOPIC AND FOCUS OF WORK.- BREAKTHROUGH RESULTS COLLABORATIVE IS A YEARLONG PROGRAM FOR SENIOR FELLOWS AND MEMBERS OF THEIR SCHOOL TEAMS. PRINCIPALS PARTICIPATE IN MONTHLY DEVELOPMENT SESSIONS WITH OTHER PARTICIPANTS, INCLUDING: - A ONE-DAY IN-PERSON KICK-OFF OVER THE SUMMER (JULY 2023). - MONTHLY IN-PERSON SESSIONS DURING THE SCHOOL YEAR (3 HOURS EACH).PARTICIPANTS ACTIVELY ENGAGE IN APPROXIMATELY 4 HOURS OF INDIVIDUALIZED COACHING FROM A DESIGNATED LEADERSHIP COACH (ON-SITE AND VIRTUAL) AS WELL AS PARTICIPATE IN "IN THE FIELD EXPERIENCES" TO LEARN FROM YOUR COLLEAGUES IN CONTEXT.

  Expenses $400,000 · Grants $10,000 · Revenue $60,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

• TRACY BRESLIN

  EXEC. DIR./PRESIDENT (UNTIL 3/23)

  Total calculated

  $204,708

  From this org

  $195,770

  From related orgs

  $0

  Other

  $8,938

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $47,804

  Bonus

  $0

  Other

  $147,966

  Deferred

  $1,926

  Nontaxable benefits

  $7,012

  Filer's total

  $204,708

• JOSEPH NEUBAUER

  BOARD CHAIR

  Total calculated

  $0

  Hours/week

  2

• SARA RAY STOELINGA

  SECRETARY

  Total calculated

  $0

  Hours/week

  1

• STEPHANIE NAIDOFF

  TREASURER

  Total calculated

  $0

  Hours/week

  1

• NOAH TENNANT

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• DALILA WILSON-SCOTT

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• TIM O'SHAUGHNESSY

  BOARD MEMBER

  Total calculated

  $0

  Hours/week

  1

• EDWIN M QUEZADA

  EXEC. DIR./PRESIDENT (START 7/2023)

  Total calculated

  $152,358

  From this org

  $146,604

  From related orgs

  $0

  Other

  $5,754

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $140,083

  Bonus

  $0

  Other

  $6,521

  Deferred

  $5,217

  Nontaxable benefits

  $537

  Filer's total

  $152,358

• LATANYA BARRETT

  PROGRAM DIRECTOR

  Total calculated

  $201,267

  From this org

  $175,103

  From related orgs

  $0

  Other

  $26,164

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $168,615

  Bonus

  $0

  Other

  $6,488

  Deferred

  $6,488

  Nontaxable benefits

  $19,676

  Filer's total

  $201,267

• SAM KOSHY

  DIRECTOR OF DATA AND EVALU

  Total calculated

  $191,450

  From this org

  $156,070

  From related orgs

  $0

  Other

  $35,380

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $133,909

  Bonus

  $0

  Other

  $22,161

  Deferred

  $6,332

  Nontaxable benefits

  $29,048

  Filer's total

  $191,450

• MATTHEW KELLEY

  PROGRAM DIRECTOR

  Total calculated

  $181,824

  From this org

  $157,042

  From related orgs

  $0

  Other

  $24,782

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $147,517

  Bonus

  $0

  Other

  $9,525

  Deferred

  $6,350

  Nontaxable benefits

  $18,432

  Filer's total

  $181,824

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

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

2023

Filed

13 May 2025

IRS schema version

2023v6.0

Source object

202501359349308805

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