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BellXcel (The B.E.L.L. Foundation Inc.)

 60 Clayton Street
 Dorchester, MA 02122
[P] (617) 740-0465
[F] (617) 282-2698
www.bellxcel.org
kate.bednar@bellxcel.org
Kate Bednar
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INCORPORATED: 1992
 Printable Profile (Summary / Full)
EIN 04-3182053

LAST UPDATED: 02/01/2019
Organization DBA BellXcel
The B.E.L.L. Foundation, Inc.
Former Names BELL (Building Educated Leaders for Life) (2018)
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

Mission StatementMORE »

BellXcel -- formerly BELL (Building Educated Leaders for Life) -- exists to transform the academic achievements, self-confidence, and life trajectories of children living in under-resourced communities.
 
Because we believe in the tremendous potential of all children to excel, we recognize them as scholars. 
 
OUR VISION IS FOR ALL CHILDREN TO EXCEL. 

Mission Statement

BellXcel -- formerly BELL (Building Educated Leaders for Life) -- exists to transform the academic achievements, self-confidence, and life trajectories of children living in under-resourced communities.
 
Because we believe in the tremendous potential of all children to excel, we recognize them as scholars. 
 
OUR VISION IS FOR ALL CHILDREN TO EXCEL. 

FinancialsMORE »

Fiscal Year July 01, 2018 to June 30, 2019
Projected Income $19,335,575.00
Projected Expense $19,226,094.00

ProgramsMORE »

  • BellXcel After School
  • BellXcel Summer

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview

Mission Statement

BellXcel -- formerly BELL (Building Educated Leaders for Life) -- exists to transform the academic achievements, self-confidence, and life trajectories of children living in under-resourced communities.
 
Because we believe in the tremendous potential of all children to excel, we recognize them as scholars. 
 
OUR VISION IS FOR ALL CHILDREN TO EXCEL. 

Background Statement

Incorporated in Boston in 1992, BellXcel is a nationally-recognized, award-winning, out-of-school-time program provider. BellXcel is headquartered in Boston, where we remain strongly committed to serving our local community's children and families in need.
 
BellXcel aims to close the academic achievement gap between low-income students and their higher-income peers. Research suggests that two-thirds of the academic achievement gap is due to summer learning loss, which occurs when children do not engage in high-quality learning activities during the summer months. Children from low-income families are disproportionately affected by the phenomenon, as they face challenges accessing high-quality summer learning programs outside of school. These children can lose up to two months of grade-level skills during summer, or up to 20% of the learning that took place during the previous school year. BellXcel’s programs are designed to provide these scholars with the extra time-on-task they need to gain critical academic skills. 

BellXcel offers intensive tutoring in literacy and math using research-based, data-driven curricula; instruction by certified teachers and college-age teaching assistants at a low scholar-to-educator ratio of 10:1; a range of enrichment activities; pathways for parent engagement; and rigorous evaluation to ensure scholar success.

BellXcel scholars are chosen based on academic and financial need. The majority of our scholars are Black or Latino and qualify for free or reduced-priced lunch. Most scholars begin BellXcel performing, on average, one year below grade level. 

BellXcel has twice participated in independent randomized-control trial studies (Urban Institute in 2007 and MDRC in 2015), which also point to important program impacts. In 2011 BellXcel was awarded a Social Innovation Fund grant through the Edna McConnell Clark Foundation. BellXcel has also earned accolades from the Massachusetts Nonprofit Network, Massachusetts Cultural Council, National Summer Learning Association, Social Impact Exchange, and First Lady Michelle Obama.

BellXcel has partnered with Boston Public Schools for 25 years to deliver robust after school and summer learning opportunities to students in-need and at no cost to families. BellXcel is part of the Boston Summer Learning Project, a city-wide collaboration to increase and improve summer programming across the district through public-private partnerships. BellXcelis also a preferred provider to the Massachusetts Department of Elementary and Secondary Education.

Impact Statement

BellXcel aims to provide dynamic, evidence-based summertime and after school programs that measurably increase scholars' academic skills, build scholars' self-confidence, and deepen parent involvement in their child's education.
 
We aim to accelerate the academic growth of low-income students and, over the long-term, close the academic achievement gap between low-income students and their higher income peers. We seek to help schools and districts turn around school performance, and reverse a history of educational inequality in the under-served communities across the United States. We work to expand BellXcel’s impact, increase the evidence base of the effectiveness of BellXcel programs, and disseminate knowledge and best practices in out-of-school time learning to schools and districts. Our vision will be realized when all children read, write, and perform math at or above grade level, have access to high-quality expanded learning time in their communities, and fulfill their potential as scholars and leaders.

We have established the following goals for all BellXcel scholars:

  • Instead of losing academic skills over the course of the Summer, BellXcel Summer scholars will stay on track academically and enter the following school year prepared to succeed. 

  • BellXcel scholars will show improved math and reading skills as evidenced by increased grade equivalent gains. 

  • BellXcel scholars will show improved self-confidence. 

  • BellXcel parents will feel more engaged in their child's education because of BellXcel.

BellXcel programs consistently achieve significant, positive results. For example, in 2016 BellXcel Summer programs delivered in partnership with Boston Public Schools served more than 1,000 scholars, grades K-8. On average, these scholars gained 1.0 months of grade-level skills in reading and 3.0 months in math, rather than succumbing to the cumulative, detrimental effects of summer learning loss.


Needs Statement

Program Support:

Privately raised funds are needed in order to maintain high quality expanded learning time that results in success. The cost per scholar for BellXcel Summer or BellXcel After School is $1,500.  This includes the cost of math and literacy instruction, enrichment programming, field trips and other activities. We rely on generous financial support from private foundations, corporations and individual donors to deliver our programs and reach more scholars.

Volunteer Support:

The time and resources provided by volunteers enhances our programs at various levels.  Volunteers with our programs inspire scholars by sharing personal stories about their lives, educational achievements, and careers. BellXcel also seeks volunteers who can provide their expertise in public relations, marketing, public policy, technology, and development at the regional and national levels. 

Champions for BellXcel:

BellXcel has been successful in making an impact in the lives of our scholars and families, in schools and in communities. BellXcel is in need of champions who can help spread the word about BellXcel’s success so that we can find more advocates, partners, donors and volunteers to make a difference for more children.


CEO Statement

At BellXcel, we work hard to inspire and motivate extraordinary performance and high aspirations -- among those who teach or volunteer in our programs, among the parents who enroll their children in BellXcel, and most directly among the children we have the privilege to serve. 

At the center of our work are several core beliefs: All children have tremendous potential.  All children are born with innate abilities and talents that are to be discovered over their lifetimes. All children can excel. 

Our model is simple and strong.  In small group settings, we provide innovative, data-driven instruction in reading and math. Instruction is delivered by certified teachers and college students, selected based in part on their skill and experience, but largely on their commitment to BellXcel’s scholars. 

Our uniform quality of service across the communities we serve ensures that all BellXcel scholars will be provided the rich educational experience and support they deserve, regardless of where they live or the circumstances in which they were born.


Board Chair Statement

BellXcel was created 25 years ago as a community-based effort to help children succeed by expanding learning time.  Students at Harvard Law School joined forces with educators at the Harvard Graduate School of Education and a group of concerned parents to design an educational after school experience at a nearby public school.

Since then, more than 100,000 students have become BellXcel scholars.  We have engaged scholars in more than 20 million hours of academic instruction, enrichment activities, field trips, and community service.  And we have generated some of the strongest evidence available that expanded learning time—particularly time in the summer—increases student success and narrows the opportunity and achievement gaps. 

The education community has also evolved over the past quarter century.  Through our efforts and the work of many others in schools and communities across the country, expanded learning has gained prominence as an important part of school turnaround efforts.  A rich set of research is compelling more schools and districts to adopt summer learning strategies and to partner with community organizations to serve scholars and families. 

I am proud to be a part of what truly has become a movement.  And I am grateful to all those who share BellXcel’s mission.  To all the families, teachers, principals, donors, partners, and friends: thank you for helping us serve scholars with excellence.  


Geographic Area Served

Throughout the United States
In a specific U.S. city, cities, state(s) and/or region.
City of Boston- North Dorchester
City of Boston- South Dorchester
City of Boston- Mattapan
City of Boston- Roxbury
SOUTHEAST REGION, MA
PIONEER VALLEY REGION, MA
City of Boston- Citywide (Indiv. neighborhoods also listed)
City of Boston- East Boston
GREATER BOSTON REGION, MA

Boston (MA), Brockton (MA)*, New Bedford (MA)*, Fall River (MA)*, Plymouth (MA)*, Manchester (NH)*, Providence (RI), Hartford (CT)*, New York City (NY), Buffalo (NY)*, Jamestown (NY)*, Syracuse (NY)*, Baltimore (MD), Washington, D.C., Durham (NC), Greenville (SC), Clearwater (FL)*, Birmingham (AL)*, St. Paul (MN)*, Cincinnati (OH)*, St. Louis (MO)*, Omaha (NE)*, Denver (CO)*, San Antonio (TX)*, Oakland (CA), San Jose (CA)*, San Diego (CA)*.
 
*These represent a sampling of those communities that are served by programs delivered in partnership with YMCA of the USA, local Y associations, and other community organizations. For the full list of BELL communities, please visit: http://www.experiencebell.org/communities

Organization Categories

  1. Education - Educational Services
  2. -
  3. -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)

Yes

Programs

BellXcel After School

BellXcel After School provides small group instruction and tutoring to children who are performing below grade level. The program operates 3-5 days a week for 2½ hours during the school year.  Scholars benefit from intense literacy & math tutoring using research-based, data-driven curricula.  Instruction is led by certified teachers and tutors at a low 1:10 teacher/tutor to scholar ratio.  Rigorous assessments throughout the course of the school year allow for data-driven instruction.  Our After School program supplements and expands school-day learning in a way that allows our scholars to keep pace with their school work.  


Budget  $200,000.00
Category  Education, General/Other
Population Served Children and Youth (0 - 19 years) Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 

Based on standardized diagnostic tests, administered pre-and-post-program, our scholars make the following improvements:

·       65% of scholars will show increase in scaled scores on a pre- to post-test basis.


· Scholars will demonstrate high levels of engagement with their learning with high levels of attendance (80%), improved levels of self-confidence (80%), and increased interest in school/learning (80%).

The majority of parents and guardians (80%) will indicate greater levels of engagement with their child's education
Program Long-Term Success  Scholars in BellExcel After School make significant progress in their academic development during the school year.  With the extra time-on-task that BellXcel provides, struggling scholars gain skills that help them to stay on pace with their peers during the school year. The aim of BellXcel After School is to help bridge the achievement gap for low income students, setting them on a track for high school graduation and secondary education.  
Program Success Monitored By 

BellXcel uses a combination of standardized diagnostic tests, periodic quizzes, and surveys to track outcomes and success.  At the beginning of BellXcel After School, BellXcel administers standardized assessment tests to determine scholar skill level. Throughout the course of BellXcel After School, BellXcel administers quizzes to evaluate scholar progress and tailor instruction.  At the conclusion of BellXcel After School, diagnostic tests are administered again, to determine change in skill level over the course of the program. Parent and teacher surveys are administered at the end of BellXcel After School to assess changes in scholars' self-confidence and attitude toward learning, as well as overall parent satisfaction with BellXcel programming.   

Examples of Program Success 

Fourth grade scholar Aries has come a long way since he first enrolled in the BellXcel After School program four years ago as a Kindergartener. He used to be very timid, and he was not outgoing. "He used to have difficulty with reading," his mother, Annette, explains. "Now, everything he brings home is 100, or even 105 with extra credit words -- you know he's using fifth grade words and he's in the fourth grade" she beams. She continues, imitating her son: "Right now, I'm not struggling any longer. Right now, I'm good, I pick up a book as soon as I get home, I do my homework." 

 

Annette is thrilled with the progress she has seen Aries make in BellXcel and in school. Ms. Laura, BellXcel's Site Manager, keeps Annette posted on her son's performance. She sends home progress reports that detail his performance, and makes time to help Annette understand how she can best support his continued development


BellXcel Summer

BellXcel Summer helps keep scholars on track by providing more time and support for developing key academic skills. BellXcel Summer operates 5 days a week for 5 weeks each summer. Scholars benefit from rigorous literacy and math instruction in the morning. Classes are led by certified teachers paired with trained, college-aged teaching assistants in small classroom settings. Rigorous and regular assessments, using standardized math and literacy tests, enables data-driven instruction.  Afternoon enrichment classes offer hands-on exposure to fitness, STEM, and the creative arts. In addition to academics, a central focus of BellXcel Summer is to give scholars a sense of purpose, as well as the self-confidence needed to become leaders. The development of growth-mindset thinking and other social-emotional skills is interwoven throughout all academic and enrichment curricula. BellXcel also offers opportunities for parent engagement. In Boston BellXcel Summer served more than 1,000 scholars. grades K-8, in 2017.

Budget  $2,000,000.00
Category  Education, General/Other
Population Served Children and Youth (0 - 19 years) Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 
Based on standardized diagnostic tests, administered pre-and-post-program, our scholars make the following improvements:

· On average, scholars will gain at least one month of grade-equivalent skills in literacy and math. This indicates that on average, scholars are staying on track or gaining new academic skills during the summer months.

· Scholars who are most at-risk (those testing below the 25th percentile on their pre-program tests) will demonstrate more significant gains, with 65% of these scholars showing improvement in their grade-equivalent scores.

· Scholars will demonstrate high levels of engagement with their learning with high levels of attendance (80%), improved levels of self-confidence (75%), and increased interest in school/learning (75%).

· The majority of parents and guardians (75%) will indicate greater levels of engagement with their child's education.

Program Long-Term Success  Scholars in BellXcel Summer make significant progress in their academic development, entering the next school year more prepared to succeed. The aim of BellXcel Summer is to help bridge the achievement gap for low income students, setting them on a track for high school graduation and secondary education.  
Program Success Monitored By  BellXcel uses a combination of standardized diagnostic tests, periodic quizzes, and surveys to track outcomes and success.  At the beginning of BellXcel Summer, BellXcel administers standardized assessment tests to determine scholar skill level. Throughout the course of BellXcel Summer, BellXcel administers quizzes to evaluate scholar progress and tailor instruction.  At the conclusion of BellXcel Summer, diagnostic tests are administered again, to determine change in skill level over the course of the program. Parent and teacher surveys are administered at the end of BellXcel Summer to assess changes in scholars' self-confidence and attitude toward learning, as well as overall parent satisfaction with BellXcel programming.   
Examples of Program Success 

When Mariah finished the 6th grade, she was having difficulty in school - particularly in math - and was often disengaged in the classroom.  Her teachers encouraged her to enroll in BellXcel Summer.

During BELL Summer, Mariah’s teacher, Mr. Williams, encouraged her to work hard and focus on her math skills.  At the start of each day, he honored scholars for their hard work, and Mariah found herself being recognized often for her effort.

Mariah also enjoyed the enrichment component of BellXcel Summer, where she learned how to play tennis, participated in a course introducing scholars to law, and visited the New England Aquarium.  Mariah beams as she recalls a field trip to Boston College where she checked out the biology lab, explaining that she wants to be a vet.   

In the span of five weeks, Mariah transformed from a disengaged student struggling in math to an excited scholar eager to learn.  "BellXcel Summer helped me do better in school.  I got an A in math and a B+ in ELA,” Mariah explains.  


CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Dr. Lauren Sanchez Gilbert Ed.D.
CEO Term Start July 2017
CEO Email lgilbert@bellxcel.org
CEO Experience Lauren was recently named CEO, leading BellXcel's charge to eliminate the national summer slide through BellXcel's evidence-based out-of-school-time learning programs. She has been with BellXcel since 2011, most recently serving as President and Chief Strategy Officer. Under Lauren's direction, BELL will scale up its reach by deploying a new partnership model, which strengthens the capacity of school districts and national nonprofits to deliver high-quality, measurable and sustainable programs. At BellXcel, Lauren has overseen numerous quality improvement, program development, and outcomes measurement initiatives, including a complete randomized control trial of summer learning programs for middle school students. Prior to BellXcel, she served as a special education teacher in her native New Mexico and as an assistant superintendent in Massachusetts. Lauren attended the highly-selective nonprofit leadership program at Harvard University, and was recently named a Results for America fellow. She holds a bachelor’s degree in Special Education, and her doctorate in Education from Boston College. Lauren is also the proud mother of an active and beautiful 10-year- old daughter, Ayla.
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Jess Banks Vice President of Learning & Innovation Jess began her BellXcel career in 2010 as a Training Specialist. She has spent her entire career in education and knows that all children are entitled to engaging and meaningful learning experiences, which allow them to grow and excel. Jess oversees the BellXcel Learning and Innovation team in the design and development of cutting-edge educational solutions that are grounded in research and BellXcel's evidence-base.

Initially responsible for implementing professional development to staff in Massachusetts and Michigan, she grew to be a leading member of the BellXcel program design team. In her various roles she has been involved in the creation of many of the BellXcel’s program models and professional development offerings that have helped to expand BellXcel’s impact.

Jess was previously a 2007 Teach for America corps member serving in the Atlanta Public School system where she taught sixth grade mathematics. During the 2009-2010 academic year, she was a recipient of the Project GRAD (Graduation Really Achieves Dreams) "Exemplary Teacher Award" for her work in the classroom.

She holds degrees from the University of Vermont where she studied economics and political science. She currently lives in Massachusetts with her fiancé and still makes frequent trips back to the Vermont mountains.
Antonio Battaglia President and Chief Operating Officer Tony joined BellXcel in 2007 and oversees all finance, human resources, information systems, and legal matters, in addition to overseeing and supporting regional operations. Prior to BellXcel, Tony devoted 17 years at Arch Wireless, growing the company from a start-up to $1.4B in revenue. He has held a number of key positions at Arch, including President of a $450M Division, and General Manager, & Corporate Controller. Prior to Arch Wireless, Tony was Controller of Stone & Webster Consulting. Tony holds a bachelor’s degree in business from Boston College. He graduated summa cum laude with an MBA from Ohio University.
Dr. Lauren Gilbert Ed.D. Chief Executive Officer Lauren has been with BellXcel since 2011, most recently serving as president and chief strategy officer. She believes all children deserve access to quality learning year-round. Lauren is leading BellXcel’s charge to expand access to learning time for highest-need students to eliminate the achievement gap.

Under Lauren’s leadership, BellXcel is exploring ways to substantiate its effect on parent engagement and educator professional development, and establish evidence-based programs in more communities. Today, she is overseeing the creation of a new technology platform that will transform the way programs powered by BellXcel are delivered, and scaled to reach exponentially more children.

Lauren served as a special education teacher in her native New Mexico and as an assistant superintendent in Massachusetts. She attended the highly-selective nonprofit leadership program at Harvard University and was named a Results for America fellow.

She holds a bachelor’s degree from the University of New Mexico in Special Education, and her doctorate in Education from Boston College. Lauren is also the proud mother of an active and beautiful 10-year-old daughter, Ayla.
Marlene Harrington Chief Development Officer Marlene Harrington joined BellXcel in 2012 as the organization's first Chief of Staff. In this capacity, Marlene was responsible for ensuring efficient collaboration between senior team members, supporting Board development, and overseeing projects of strategic significance to the organization, including the launch of BellXcel’s transformative impact partnership with the YMCA. Today, Marlene oversees BellXcel’s national and regional philanthropic efforts while stewarding a portfolio of institutional donors. She brings over a decade of fundraising and development experience to the role, including leadership positions with College Bound Dorchester, City Year Rhode Island and the Highlander Charter School. In these roles, Marlene led all aspects of fund development, public relations and project management toward the execution of strategic fundraising plans. For over five years, she also served as a staff member with Senator Lincoln Chafee, where she collaborated with state, federal and international government and non-governmental organizations to meet the needs of Rhode Island constituents. Marlene is a graduate of The University of Rhode Island.
Damon Johnson Vice President, Partner Impact --
Brenda McLaughlin Chief Strategy Officer Brenda joined BellXcel in 2017 and is responsible for strategy, design, innovation, and organizational impact. For over the past 15 years, she has worked to close the opportunity gap and ensure equitable access to high-quality learning and enrichment for young people. Prior to joining BellXcel, she founded and led The Learning Agenda, a consultancy dedicated to helping nonprofits, philanthropies, and educators expand their knowledge and capacity. Working with programs, schools and funders across the country, she deepened her expertise in youth learning and development, nonprofit leadership, program design, implementation and evaluation, and system-building. Brenda also served as vice president at the National Summer Learning Association. She wrote or co-authored a variety of publications that showcase her thought leadership on summer learning, and spent time as an instructor for Johns Hopkins University’s Out-of- School Time Leadership certificate program. Brenda holds a master’s degree in public policy from the Johns Hopkins University, and a bachelor’s degree in Spanish and Latin American Studies from the University of Pittsburgh.
Partheev Shah Vice President, Partner Solutions Partheev joined BellXcel in 2016 to oversee the development and execution of BellXcel’s technical assistance and licensing model. Before joining BellXcel, Partheev was at the Edna McConnell Clark Foundation, where he assisted grantees in developing and executing growth plans, improving program quality, and strengthening organizational capacity. Partheev also spent three years as a management consultant at Huron Consulting Group, advising higher education and healthcare clients on operational and strategic issues. Partheev earned his bachelor’s degree in business administration from the University of Michigan’s Stephen M. Ross School of Business.
Mark Williams Chief Impact Officer Mark joined BellXcel in 2017 to drive national implementation of the BellXcel learning model. Since 2014, Mark served as the Founding Vice President, School & District Partnerships at New Classrooms focused on maximizing national impact and sustainability of the personalized learning model through strengthened partner engagement and fidelity of implementation. Mark also worked with Teach for All, where he managed the engagement of Teach For America, and developed strategies to strengthen organizational learning and leadership development. During his 9 years at Teach For America, he focused on teacher leadership development and addressing operational infrastructure needs of the rapidly growing organization as it supported the 7,000+ teachers in achieving academic gains with their students. Mark began his career as a Kindergarten teacher in Newark, NJ.

Awards

Award Awarding Organization Year
Finalist, Excellence Award in Collaboration Massachusetts Nonprofit Network 2016
Summer Learning Leadership Award Massachusetts Cultural Council & Innovation Learning Center 2016
Social Innovation Fund Investment Edna McConnell Clark Foundation 2011
Social Capitalist Award Fast Company and Monitor Group 2008
Summer Excellence National Summer Learning Association 2007
Priority Service Provider Massachusetts Department of Elementary & Secondary Education --
Smarter Summers Provider National Summer Learning Association --
Summer Learning Project Provider Boston Opportunity Agenda and Boston After School & Beyond --

Affiliations

Affiliation Year
Afterschool Alliance --
Member of state association of nonprofits? Yes
Name of state association Massachusetts Nonprofit Network

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

BellXcel collaborates with many entities to deliver high-quality programming to its scholars.  BellXcel partners with schools, school districts, and community-based organizations.  Their support enables us to identify students most in need, recruit high-performing educators as BELL staff, and to access needed space, resources, and communication channels for program operations.  BellXcel also partners with corporations, nonprofits, and community organizations which enhance our programming and provide support to our families.  BellXcel collaborates with education stakeholders to share knowledge and increase awareness of the importance of out-of-school-time learning. BellXcel partners with local YMCA associations to operate Power Scholars Academy, a program that is modeled after the evidence-based BELL Summer program.

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 54
Number of Part Time Staff 812
Number of Volunteers 50
Number of Contract Staff 0
Staff Retention Rate % 79%

Staff Demographics

Ethnicity African American/Black: 25
Asian American/Pacific Islander: 3
Caucasian: 25
Hispanic/Latino: 3
Native American/American Indian: 0
Other: 1
Other (if specified): Two or More Races or Ethnicities
Gender Female: 40
Male: 17
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Under Development
Organization has Strategic Plan? Yes
Years Strategic Plan Considers N/A
Management Succession Plan Yes
Business Continuity of Operations Plan No
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
State Charitable Solicitations Permit Yes
State Registration Yes

Risk Management Provisions

--

Reporting and Evaluations

Management Reports to Board? No
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Semi-Annually
Non Management Formal Evaluation and Frequency Yes Semi-Annually

Governance


Board Chair Ms. Laurene Sperling
Board Chair Company Affiliation President, Sperling Family Charitable Foundation
Board Chair Term Nov 2007 - June 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Paula Arrojo Managing Director, Goldman Sachs & Co. Voting
Michael Bell Executive Adviser, Thomas H. Lee Partners Voting
Chris Bulger Managing Partner, Bulger Partners Voting
Laura Grattan Thomas H. Lee Partners Voting
Gene Guill Managing Partner, GPS Risk Management Advisors, LLC Voting
John J-H Kim Founder & Chair, District Management Council Voting
Allyson Kim AK Consulting Voting
George Neble Office Managing Partner, Ernst & Young (retired) Voting
Paul Reville Francis Keppel Professor of Practice of Educational Policy and Administration, Harvard Graduate School of Education Voting
Laura Samberg Executive Director, Samberg Family Foundation Voting
Garrett Smith Assistant Chancellor, University of Massachusetts Boston Voting
Laurene Sperling President, Sperling Family Charitable Foundation Voting
David Zilberman Managing Director, Comcast Ventures Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
Dr. Graciela Borsato DREME Network Director, Stanford University NonVoting
Dr. Duncan Chaplin Senior Researcher, Mathematica Policy Research, Inc. NonVoting
Dr. Claudia Gentile Senior Fellow, Center for Excellence in Survey Research, NORC at the University Chicago NonVoting
Dr. Julia Kaufman Ph.D. Policy Researcher, RAND Corporation NonVoting
Priscilla Little Independent Research and Evaluation Consultant NonVoting
Dr. Deb Moroney Managing Director, American Institutes for Research NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 11
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 5
Male: 8
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 0
Board Meeting Attendance % 78%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Constituency Includes Client Representation No

Standing Committees

  • Audit
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Finance
  • Governance and Nominating

CEO/Executive Director/Board Comments

--

Foundation Comments

--

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Income $19,335,575.00
Projected Expense $19,226,094.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

2011 Form 990

2010 Form 990

2009 Form 990

Audit Documents

2018 Audit

2017 Audit

2016 Audit

2015 Audit

2014 Audit

2013 Audit

2012 Audit

2011 Audit

2010 Audit

2009 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $19,247,708 $20,120,805 $20,178,506
Total Expenses $16,032,195 $17,110,236 $19,866,404

Prior Three Years Revenue Sources

Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
-- -- $7,403,477
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $12,295,173 $10,089,354 $578,943
Indirect Public Support -- -- --
Earned Revenue $6,841,210 $9,416,919 $11,776,009
Investment Income, Net of Losses $45,954 $26,846 $3,846
Membership Dues -- -- --
Special Events -- -- $3,876
Revenue In-Kind $31,625 $549,326 $406,259
Other $33,746 $38,360 $6,096

Prior Three Years Expense Allocations

Fiscal Year 2018 2017 2016
Program Expense $13,076,592 $13,983,553 $16,868,551
Administration Expense $1,725,446 $2,075,663 $2,199,614
Fundraising Expense $1,230,157 $1,051,020 $798,239
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.20 1.18 1.02
Program Expense/Total Expenses 82% 82% 85%
Fundraising Expense/Contributed Revenue 10% 10% 10%

Prior Three Years Assets and Liabilities

Fiscal Year 2018 2017 2016
Total Assets $18,977,709 $16,149,317 $12,668,028
Current Assets $18,489,296 $15,493,687 $12,178,374
Long-Term Liabilities -- -- $0
Current Liabilities $2,586,515 $2,973,636 $2,502,916
Total Net Assets $16,391,194 $13,175,681 $10,165,112

Prior Three Years Top Three Funding Sources

Fiscal Year 2018 2017 2016
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy --
Percentage(If selected) --
Credit Line Yes
Reserve Fund Yes
How many months does reserve cover? 3.00

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 7.15 5.21 4.87

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 0%

CEO/Executive Director/Board Comments

--

Foundation Comments

Financial summary data in the charts and graphs above are per the organization's audited financials. Contributions from foundations and corporations are listed under individuals when the breakout was not available. Please note, the total expense amount for FY18, and corresponding program service expense amount, includes reorganization costs.

Impact

The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.


1. What is your organization aiming to accomplish?

Our vision is for all children to excel. We work to achieve our vision that all children can access the learning opportunities needed to fulfill their extraordinary potential.

2. What are your strategies for making this happen?

BellXcel's impact is driven by partnerships; we believe scholar success is greatest when schools, nonprofits, and communities work together and share responsibility for their full range of academic, social, emotional, and physical development. BellXcel partners with schools and community organizations who recognize that by combining resources and targeting expanded learning time where it is needed most, we can collectively increase student performance and have a far greater impact on narrowing opportunity and achievement gaps than any single organization can attain acting alone. BellXcel pursues two primary partnership strategies: it is delivering summer and after-school programs in direct partnership with schools and community organizations, and it is training others to deliver evidence-based programs in their community. In 2016, superintendents, principals, and partners across more than 30 states partnered with BellXcel to expand summer and after-school learning and enrichment opportunities.

3. What are your organization’s capabilities for doing this?

BellXcel seeks to understand and grow within the communities it serves; we have regional offices in all of our core regions overseeing our direct partnerships, and direct liaisons on BellXcel's headquarters team for our training and licensing partners.

4. How will your organization know if you are making progress?

BellXcel rigorously evaluates program impact through a series of quantitative and qualitative measures, including computer adapative assessments administered on a pre- and post-program basis; parent, teacher, and scholar surveys; youth outcome assessments; and portfolio assessment.

At the start of each BellXcel program, scholars complete a computer adaptive assessment built for Common Core State Standards to enable teachers to identify strengths and weaknesses and develop individualized learning plans. At the end of each BellXcel program, a second assessment or test quantify scholar learning gains, while a series of scholar, teacher, and parent surveys provide qualitative data about changes in scholars' self-concept and social competency. BellXcel's evaluation reports are prepared by members of its program team and published at the completion of each BellXcel Summer and BellXcel After School program cycle. BellXcel's measurement process is overseen by its Evaluation Advisory Board.

Evaluation results are used to support scholar achievement, demonstrate program impact to parents, teachers, principals, donors, and other partners, and continuously strengthen program quality. BellXcel's model of applying evaluation data for continuous program improvement has been nationally recognized by the Academy for Educational Development as a best practice in expanded learning programming. 

 

5. What have and haven’t you accomplished so far?

BellXcel's programs continuously yield demonstrable, positive academic and social-emotional gains for its scholars. During Summer 2018, BELL served more than 15,000 scholars (grades pre-K-8) across the nation who gained, on average, 2.0 months of grade-level skills in reading and 2.5 months of grade-level skills in math; additionally, 90% of teachers reported their scholars increased their self-confidence.

In addition to our programmatic successes, BellXcel has voluntarily undertaken two independent randomized control trials to evaluate the effectiveness of our programs. These evaluations have offered invaluable insight into ways we can improve our programs even further, and reinforced BellXcel's commitment to continuous improvement. BellXcel continues to explore new opportunities for growth and partnership that will allow us to reach more scholars and further strengthen our programs.