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Education Pioneers - Greater Boston

 76 Canal Street, Suite 200
 Boston, MA 02114
[P] (617) 448-0353
[F] --
www.educationpioneers.org
[email protected]
Petra Dunne
INCORPORATED: 2003
 Printable Profile (Summary / Full)
EIN 77-0602311

LAST UPDATED: 01/05/2017
Organization DBA --
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No

Summary

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Mission StatementMORE »

Founded in 2003 in response to the acute shortage of leadership and management talent in the education sector, Education Pioneers was established to identify, train, connect, and inspire a new generation of leaders dedicated to transforming the U.S. education system so that all students receive a quality education.

Our mission rests on a simple contention: great teachers and principals are sorely needed to deliver excellent instructional results in schools and classrooms – but only multidisciplinary, collaborative leaders and managers working across key education organizations can deliver the lasting systemic changes necessary to attract and retain these great teachers and principals, remove barriers to system-wide excellence, and identify/expand educational practices that successfully reach every child and young adult.

Mission Statement

Founded in 2003 in response to the acute shortage of leadership and management talent in the education sector, Education Pioneers was established to identify, train, connect, and inspire a new generation of leaders dedicated to transforming the U.S. education system so that all students receive a quality education.

Our mission rests on a simple contention: great teachers and principals are sorely needed to deliver excellent instructional results in schools and classrooms – but only multidisciplinary, collaborative leaders and managers working across key education organizations can deliver the lasting systemic changes necessary to attract and retain these great teachers and principals, remove barriers to system-wide excellence, and identify/expand educational practices that successfully reach every child and young adult.


FinancialsMORE »

Fiscal Year Oct 01, 2016 to Sept 30, 2017
Projected Income $9,296,000.00
Projected Expense $8,896,000.00

ProgramsMORE »

  • Education Pioneers Boston Fellowship & Alumni Services

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

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


Overview

Mission Statement

Founded in 2003 in response to the acute shortage of leadership and management talent in the education sector, Education Pioneers was established to identify, train, connect, and inspire a new generation of leaders dedicated to transforming the U.S. education system so that all students receive a quality education.

Our mission rests on a simple contention: great teachers and principals are sorely needed to deliver excellent instructional results in schools and classrooms – but only multidisciplinary, collaborative leaders and managers working across key education organizations can deliver the lasting systemic changes necessary to attract and retain these great teachers and principals, remove barriers to system-wide excellence, and identify/expand educational practices that successfully reach every child and young adult.


Background Statement

In 2003, social entrepreneur, Scott Morgan, founded Education Pioneers to respond to critical leadership needs in our nation's education system. Scott saw that school systems were under increasing pressure to manage more effectively and anticipated the educational market's growing demand for individuals with proven skills in strategic planning, fiance, operations, quantitative analysis, talent management, and performance management. At the same time, Scott observed that an increasing number of bright young professionals were inspired to join the education reform movement but sough opportunities other than classroom teaching. Scott created Education Pioneers to meet both demands: providing the education system with top-caliber talent and valuable skills sets while giving emerging leaders an avenue to apply their professional skills in high-impact roles.
 
From Scott's initial concept, Education Pioneers has grown into a national non-profit organization that catalyzes systemic change in our country's education system by developing a pipeline of talented leaders from multiple disciplines who leverage their skills and strengths to drive vital reform efforts. Following a swift evolution from a local start-up to a successful, multi-site organization, and building on significant growth within the Boston region, Education Pioneers is entering a critical state in our work. 

Impact Statement

* Education Pioneers has been a part of Boston’s education landscape since 2005, with the Boston Public Schools being our largest Partner in the region. Despite having some competition from similar programs including the Broad Institute or New Sector, Boston has embraced Education Pioneers. To date, we have selected and trained over 450+ Fellows and served over 90 Partners in Boston. Currently, we have 300+ Alumni living in the Greater Boston area, with 80+% of those in the workforce working in the education sector. Furthermore, we anticipate to add 120-150 new, diverse education leaders to Boston’s education sector over the next three years.

* After 11 years of serving Boston’s communities, our Alumni hold significant leadership positions in Boston education: they lead charter schools, run major departments at Boston Public Schools, and hold C-level staff positions in well-respected local nonprofits.
* In addition, Partners see the Education Pioneers Visiting Fellowship as a way to grow and retain staff members in general and staff of color in particular. Since we launched the Visiting Fellowship program, we have received significantly positive feedback from Partners and Visiting Fellows alike that these experiences delivered concrete on-the-job value. Our Visiting Fellowship pilot scaled rapidly from 38 participants in selected EP sites during 2014 program cycles to 135 participants during 2015 program cycles. In Boston alone, the Visiting Fellow program grew from three participants in 2014 to 22 in 2015.
  
 

Needs Statement

Last year alone, our existing program structure left many of our Boston Partners’ talent requests unfilled: among 107 projects received just for our already-existing offerings, we were only able to match talent to 67. To sustain our impact in our Boston site and address significant unmet Partner needs, it is imperative that we make timely and significant investments to redesign and expand our signature Fellowship model to respond to the realities of the current local ecosystem. Therefore, we are undertaking a comprehensive multi-year program expansion project starting in 2016 which will fundamentally reimagine our model to target unmet high-leverage sector needs across our core recruitment, leadership development, and career advancement functions.

Within a newly consolidated Education Pioneers Fellowship, we will provide the following to our Boston Partners: Our signature summer placement track, which continues to add immediate capacity-building value to Partners and professional/career development for emerging leaders; a broad career track offering long-term and full-time placements from an expanding portfolio of talent pipelines on a rolling basis; a Visiting Fellowship track to develop, connect, and advance rising leaders already on staff in key education organizations. 



CEO Statement



Board Chair Statement



Geographic Area Served

Throughout the United States

From our first site in the San Francisco Bay Area to our expansions into New Orleans, Tennessee, and Denver, Education Pioneers is proud to work in locations across the country where innovation is welcomed and where there is a significant demand for top leadership talent. We work in 20 cities where we match talented leaders with the organizations who need their expertise and foster networks of educational excellence.

Organization Categories

  1. Education - Elementary & Secondary Schools
  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

Education Pioneers Boston Fellowship & Alumni Services

Through our selective Fellowship model and growing Alumni network, we attract, prepare, and advance leaders for key Boston Area education organizations ("Partners") – offering an efficient, cost-effective solution for these organizations to recruit, train, and retain talent while driving toward their missions across key functions from finance and operations to curriculum and strategy. The EP Fellowship includes 3 core tracks:

SUMMER TRACK: 10-week summer consultancy track for talent interested in making an immediate impact with Partners that require talent for crucial time-bound organizational improvement projects.

CAREER TRACK: Offers Fellows an on-ramp to a meaningful leadership career in education by placing top professionals from a variety of backgrounds in long-term or full-time roles, allowing Partners to access the right talent when they need it.

VISITING FELLOWSHIP: Develops, connects, and advances emerging leaders who are already working full-time with key Partners.
Budget  $683,830.00
Category  Education, General/Other
Population Served Adults Children and Youth (0 - 19 years) At-Risk Populations
Program Short-Term Success 

Over the next year, we anticipate that Greater Boston Partner demand will continue to rise, creating the opportunity for at least 50 additional Fellows to join the Education Pioneers Greater Boston network. We will be successful if we can meet at least 75% of Partner demand (up from 62% last year). Education Pioneers is particularly well-positioned to build on an already-strong track record of recruiting and advancing leaders of color to help our Partners build the most effective teams possible in support of our students. Therefore, between 40%-45% of the Fellows we place will be leaders of color serving in, and enhancing, the Boston community. In addition, at least 80% of our Alumni who participated in our Boston programming will continue to work full-time in the education sector.

Program Long-Term Success 

Education Pioneers has been a part of Boston’s education landscape since 2005, with the Boston Public Schools being our largest Partner in the region. Despite having some competition from similar programs including the Broad Institute or New Sector, Boston has embraced Education Pioneers. To date, we have selected and trained over 450+ Fellows and served over 90 Partners in Boston. Currently, we have 300+ Alumni living in the Greater Boston area, with 80+% of those in the workforce working in the education sector. Furthermore, we anticipate to add 120-150 new, diverse education leaders to Boston’s education sector over the next three years.

Program Success Monitored By 

We survey Fellows, Partners, and Alumni to assess the efficacy of various components of our programs and services. In the next 5 years, we will focus on measuring the impact of our Alumni, our impact on the performance of our Partners, and our ability to effect change across the sector.

 
We have organized our 2015-19 measures of success around 5 key questions which map to the logic laid out in our Theory of Change:
 
Are we increasing and improving the pipeline of leadership and management talent?
Are we a strategic source of leadership and management talent for key education organizations?
Are we increasing awareness of the importance of leadership and management talent in driving improvement in the education sector?
Is the talent we place driving transformative change individually, within key education organizations, and collectively across the sector?
Are we building the necessary connections between leaders and managers to spur systemic educational improvement and innovation?
Examples of Program Success 

Our Fellows and Partners alike have been greatly satisfied with fellowship outcomes, as well as the professional development that Fellows receive through our workshops and other support.

*  94% of Fellows are satisfied or very satisfied with the overall fellowship experience.
*  91% of Fellows agree or strongly agree that they are more prepared for a high-impact career in education.
*  85% of Fellows are likely or intend to pursue a long-term career in education.
*  95% of Supervisors agree or strongly agree that Education Pioneers recruits and selects high-caliber talent for its fellowships.
*  84% of Supervisors agree or strongly agree that Education Pioneers is a strategic source of management and leadership talent.
*  95% of Supervisors agree or strongly agree that they are confident that the deliverables from their Fellow have been used, or will be used by their organization.
* 87% of Supervisors have hired or would hire their Fellow for full-time work in the future. 

CEO/Executive Director/Board Comments

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Management


CEO/Executive Director Mr. Scott Morgan
CEO Term Start Mar 2003
CEO Email [email protected]
CEO Experience Scott is an educator, attorney, and social entrepreneur with a strong background in creating quality educational opportunities for students. Scott began his career teaching social studies and leadership at St. Jude High School in Montgomery, Alabama, through the University of Notre Dame’s ACE Program. Scott later served as the legal counsel for Aspire Public Schools, where he worked with the management team and school leaders to start and operate a network of high quality public charter schools to prepare urban students for college. He graduated summa cum laude and Phi Beta Kappa in government from the University of Notre Dame, received his Master of Arts in Teaching from the University of Portland, and earned his law degree from Stanford Law School. Scott is a founding board member of Beyond 12, Inc., and a Fellow of the Aspen Institute-NewSchools Venture Fund Entrepreneurial Leaders for Public Education, Class of 2010.
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience

Former CEOs and Terms

Name Start End
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Senior Staff

Name Title Experience/Biography
Julie Cruit Angilly VP, Marketing & Communications

Julie Cruit Angilly is the Vice President, Marketing Communications, where she is responsible for building the Education Pioneers brand, raising awareness about the importance of strong leadership and management in the education sector, and managing marketing and communications for the organization and organization's product offerings.

Julie came to Education Pioneers with a deep belief that all children can achieve at high levels. Recognizing that each year more and more students slip through the cracks, she is inspired to advance solutions that expedite an end-state where our education sector effectively delivers a high-quality educational experience to every student in the U.S. Julie was first inspired to work in education while studying policy at Wake Forest University and witnessing the severe inequity of K-12 education quality in the urban versus suburban areas. Prior to coming to Education Pioneers, Julie led sales, marketing and communication efforts in state charter school associations in Colorado and California, notably driving 40% + increases in sales, revenue and visibility results.

Julie holds a BA from Wake Forest University with a double major in Politics and Communications. She completed graduate work in Public Policy from the University of Colorado at Boulder and holds a Professional Certificate in Marketing.

Susie Crafton Senior VP, National Development

Susie Crafton joins Education Pioneers as the Senior Vice President, National Development. Prior to EP, Susie launched Apeira Revenue Solutions, a fundraising consulting firm focused on fundraising strategy, systems, and capacity building as well as governance engagement and training. Before Apeira, Susie served as the Chief Development Officer for Stand for Children where she was responsible for building and implementing the organization-wide fundraising systems and supports, and coaching Executive Directors on fundraising, for 501(c)(3), 501(c)(4), and Political Action Committees across eleven states. Before working in education advocacy, Susie was the Chief Development Officer for IDEA Public Schools, a network of high performing charter schools, where she raised $57 million in 28 months, allowing them to scale from a small system of 6 schools to a network of now 44 and still growing. Successful grants include Investing in Innovation (i3), Charter School Program Expansion, and GEAR UP. At IDEA, she also worked with their board of directors to add a multi-regional governance structure and launched support services to increase college persistence of IDEA’s high school graduates.

Prior to IDEA, Susie was project manager for Center for Reform of School Systems from 2005 to 2009 where she managed an intensive training and consulting program for select public school boards to learn how to reform large urban districts through governance. Susie has also worked for KIPP Houston, held leadership positions in the private sector and in higher education administration, and is a Senior Fellow of the American Leadership Forum Gulf Coast, Class XXXI.

Kathleen Fujawa VP, Talent

Kathleen Fujawa is the Vice President, Talent based out of the Boston office, where she oversees our people strategy for Education Pioneers – ensuring that our staff of transformational leaders can grow, develop, and thrive in a supportive and innovative environment.

Having spent her entire career in the education field, Kathleen worked in development and client services before being asked to oversee recruitment in her first human resources role and found her passion. She spent the last ten years of her career at Teach For America, where she helped to start the organization’s first ever human assets team, and managed a staff of 14 people development partners remotely. Kathleen is obsessed with organizational culture and great management, and believes that Education Pioneers is poised to change the face of education with its focus on diversity and management strength.

Kathleen graduated with a double major in music performance and communications from Indiana University, and has advanced degrees from American University in non-profit management and Northwestern University in music education. She is an avid reader, a new runner, and enjoys taking up a dance class and spending time with her husband and active 6-year-old daughter. Kathleen is co-President of her daughter’s school board at Woodside Montessori Academy, and is an active member of the Society for Human Resource Management (SHRM) and HR People & Strategy (HRPS).

Kara Grieco Executive Director, Eastern Region

Kara Grieco is the Executive Director, Eastern Region, based out of New York where she is responsible for overseeing EP's work in New York, New Jersey, Connecticut, and the Greater Boston Area. Kara joins Education Pioneers team with over 10 years of public service experience working on issues of equity and access in school funding, schools of choice, charter school governance, teacher quality, parent education, and healthy school food.

Kara most recently served as the Director of Partnership Development at Revolution Foods, a mission driven social enterprise that seeks to increase access to healthy food for all children. Kara was a founding leader for the New Jersey region where she led expansion of the organization into New York and Pennsylvania, diversified program offerings, and tripled the number of meals served daily. Previously, Kara served as the Director of Business Development for Victory Education Partners (formerly Victory Schools) where she was responsible for charter school development, board capacity building, grant writing, marketing and corporate communications. She began her career working as the Public Relations and Community Outreach Aide for a state senator in New Jersey.

Kara is an alumna of EP NYC 2010 cohort and was a founding EP NYC Metro Area Alumni Board member. Kara also serves as founding member of Leadership Scholars Alumnae Board at Rutgers University Institute for Women’s Leadership. Kara received an MPA from New York University - Robert F. Wagner Graduate School of Public Service and a BA from Rutgers University - Douglass College.

Sara Guderyahn Executive Director, Midwest and DC

Sara joined Education Pioneers with the desire to leverage her policy and partnership-building expertise to help create systems change in the education reform sector.

With ten years of professional work experience, Sara Guderyahn has a strong track record of building powerful networks, developing strategic partnerships, reaching out to public forums and engaging the social entrepreneurship and philanthropic sectors. In her seven years with The Sheridan Group, Sara partnered with non-profits in both the domestic and international sectors. Some of her accomplishments include launching the nation's first advocacy coalition against human trafficking, developing and passing federal policy authorizing state waivers to utilize federal funding to develop innovative alternative services for children in the foster care system and the renewal of a competitive program to provide accessible materials for students with disabilities.

Prior to coming to The Sheridan Group and as part of the ContactTrust in Cape Town, Sara helped bridge the divide between South African parliamentarians and newly formed nongovernmental organizations, building advocacy capacity for the organization's portfolio. Domestically, Sara worked for Senator Richard Durbin (D-IL) and focused her work on education and health care.

Sara has her undergraduate degree in government and economics and holds a Masters in Applied Political Science from American University.

Deanna Harnett Chief Administrative Officer

Deanna Harnett is the Chief Administrative Officer, based out of the Portland Maine office, where she leads the organization's support areas of finance, human assets, and technology. She feels so fortunate to continue her career with a non-profit, education-based organization which provides support in a sector that is important for the future of our youth.

She spent the last nine years of her career at Council on International Educational Exchange (CIEE) in Portland, ME serving as Senior Vice President of Finance and Administration. CIEE is a non-profit organization and market leader in the fields of study abroad and international student exchange. Prior to joining CIEE, Deanna spent five years at Omnicare, Inc, a Fortune 500 company based out of Chicago which provides pharmacy services to nursing homes and long term care facilities, where she was the Director of Finance. Prior to that, she was the Chief Financial Officer of a Chicago based public retail company, Evans, Inc. She spent the first eight years of her career at Coopers and Lybrand where she earned her CPA.

She graduated from Indiana University with a BS in accounting and currently serves on the boards of Rippleffect (a community-based youth development organization specializing in adventure and wilderness experiences that build confidence and self-esteem.) and the Yarmouth Colts Soccer Club.

Julie Horowitz Senior VP, Growth Partnerships

Julie Horowitz is the Senior Vice President, Growth Partnerships, and is based out of the Washington, DC office. As SVP, Growth Partnerships, she is responsible for identifying and developing new channels and partnerships to attract and place talent in the education sector. Prior to this role, Julie oversaw recruitment, admissions, and placement for EP’s Fellowship programs, and also served as a strategy consultant to the organization.

Julie joined Education Pioneers because she deeply believes that strong talent is key to driving growth and change in the education sector. She came to EP with nearly two decades of leadership and management experience in education, across the public, private and nonprofit sectors. Highlights include serving as Chief External Affairs Officer for New Leaders; as Executive Director of the Young Women's Leadership Network; and as Chief of Staff to the Deputy Chancellor for Operations at the New York City Department of Education, under Chancellor Joel Klein. During her time at the NYC DOE she was in the inaugural cohort of The Broad Foundation's Residency.

A product of the New York City public schools, Julie began her career as a teacher in NYC and Cape Town, South Africa. She holds a BA and an MBA from Yale University. After business school, she worked as an education industry analyst on Wall Street, and then held business development positions for two private education companies. Early in her career she was a Fulbright scholar in South Africa and an Urban Fellow in NYC government.

Frances McLaughlin President

Frances McLaughlin is the President of Education Pioneers, based out of the Boston office, where she is responsible for implementing the organization's strategy nationally to achieve EP's ambitious goals. Frances first joined Education Pioneers in 2009 as the Chief Operating Officer.

Frances came to Education Pioneers because she believes deeply that effective management and leadership – in addition to high quality instruction – are necessary for all students to reach their academic potential. Prior to joining Education Pioneers, Frances was a senior director at the Broad Foundation, a Los Angeles-based venture philanthropy, where she was responsible for the foundation's investments in organizations which build leadership capacity in public education. Frances previously served as executive vice president of the Council on International Educational Exchange (CIEE), a nonprofit organization and then market leader in the fields of study abroad and international student exchange. Over the course of her ten years at CIEE, she served as chief operating officer of the organization's largest division, managing operations in Asia, Australia, Europe, and the United States. Prior to CIEE, Frances was the director of North American marketing and sales for EF International Language Schools, and worked as a regional director at Teach For America.

Frances graduated from Columbia College in New York City. Frances is on the board of School Leaders Network, a national non-profit focused on developing sitting principals through structured learning networks.

Scott Morgan Founder & CEO

Scott Morgan is Education Pioneers' Founder & CEO, based out of the Oakland office, where he leads the organization to realize its vision to identify, train, connect, and inspire 10,000 diverse leaders and managers working to accelerate systemic change across the education sector by EP's 20th anniversary in 2023.

An educator, attorney, and social entrepreneur with a strong background in creating quality educational opportunities for students, Scott began his career teaching social studies and leadership at St. Jude High School in Montgomery, Alabama, through the University of Notre Dame's ACE Program. Scott later served as the legal counsel for Aspire Public Schools, where he worked with the management team and school leaders to build a network of high-performing public charter schools throughout California. At Education Pioneers, Scott feels incredibly fortunate to collaborate with exceptional individuals and high-performing organizations that share his deep commitment to developing diverse, talented leaders to transform urban education.

Scott graduated summa cum laude and Phi Beta Kappa in government from the University of Notre Dame, received his Master of Arts in Teaching from the University of Portland, and earned his law degree from Stanford Law School. Scott is a Draper Richards Kaplan Entrepreneur, a board member of Beyond 12, Inc., and a Pahara-Aspen Education Fellow, Class of 2010.

Ryan Romaneski Executive Director, Regional Growth

Ryan Romaneski is the Executive Director, Regional Growth based out of the Oakland office, where he fosters greater cooperation between national and regional staff members, and works toward continuous improvement and innovation in the four sites he oversees: Denver, New Orleans, Tennessee, and Texas .

An Education Pioneers Alumnus, Ryan joined the team following an engaging Fellowship experience designing and implementing a program evaluation pilot for the Boston Public Schools. While at BPS, Ryan successfully developed a strategy to align school-based partners with key district priorities, evaluate the impact of partners on both academic and non-academic student outcomes, and pilot the process across seven organizations in 14 BPS schools. Prior to his Fellowship, Ryan spent five years as a classroom teacher, and worked for nearly a decade in the private and nonprofit sectors, where he cultivated his talents in project management, strategy development, and partnership engagement.

Ryan graduated magna cum laude and Phi Beta Kappa from Whitman College with a degree in politics, and was named Charles Willie Fellow while completing his master's degree in education leadership at the Harvard Graduate School of Education.

Awards

Award Awarding Organization Year
“TOP 10” EMPLOYER FOR INTERNS HARVARD GRADUATE SCHOOL OF EDUCATION 2011
RECRUITER EXCELLENCE AWARD STANFORD GRADUATE SCHOOL OF BUSINESS 2011

Affiliations

Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

CEO/Executive Director/Board Comments

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Foundation Comments

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Staff Information

Number of Full Time Staff 68
Number of Part Time Staff 1
Number of Volunteers 0
Number of Contract Staff 5
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 69
Other (if specified): --
Gender Female: 50
Male: 19
Not Specified 69

Plans & Policies

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

Risk Management Provisions

--

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Tri-Annually
Non Management Formal Evaluation and Frequency Yes Tri-Annually

Governance


Board Chair Ms. Gale Mondry
Board Chair Company Affiliation Education Pioneers
Board Chair Term Oct 2009 -
Board Co-Chair Tom Bradshaw
Board Co-Chair Company Affiliation Cantor Fitzgerald
Board Co-Chair Term Sept 2003 -

Board Members

Name Company Affiliations Status
Tom Bradshaw Cantor Fitzgerald Voting
Aimée Eubanks Davis Teach For America Voting
Mike Fox SpoonRocket Voting
Miguel Jiménez Symantec Corporation Voting
Jeff Kang Urban Schools Human Capital Academy Voting
Gale Mondry Education Pioneers Voting
Scott Morgan Education Pioneers Voting
Meghvi Maheta Roig Education Pioneers Voting
Josh Rubenstein ghSMART Voting
Eileen Rudden LearnLaunch Voting
Sam Schwartz Credit Suisse Voting
Paul Sherer Breosla, LLC Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 1
Caucasian: 8
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 1
Other (if specified): --
Gender Female: 4
Male: 8
Not Specified 0

Board Information

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

Standing Committees

    --

CEO/Executive Director/Board Comments

Education Pioneers’ governance structure includes a National Board of Directors comprised of 12 trustees from a diverse range of backgrounds, including leading professionals in business, law, education, philanthropy and entrepreneurship. The National Board guides the organization’s overall strategic direction, ensures effective organizational planning, supports national fundraising efforts, and serves as champions to enhance the organization’s public standing. The Board is deeply committed to our mission, and to ensuring the ongoing success and viability of our organization.

Foundation Comments

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year Oct 01, 2016 to Sept 30, 2017
Projected Income $9,296,000.00
Projected Expense $8,896,000.00
Form 990s

2015 Form 990

2014 Form 990

2013 Form 990

Audit Documents

2015 Audited Financials

2014 Audited Financials

2013 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $11,263,502 $10,647,966 $10,021,826
Total Expenses $10,743,732 $9,340,578 $9,686,372

Prior Three Years Revenue Sources

Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $8,686,306 $7,288,038 $7,889,611
Indirect Public Support -- -- --
Earned Revenue $2,530,372 $3,194,826 $2,088,587
Investment Income, Net of Losses $6,824 $6,473 $8,348
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other $40,000 $158,629 $35,280

Prior Three Years Expense Allocations

Fiscal Year 2015 2014 2013
Program Expense $6,786,830 $5,638,359 $6,297,094
Administration Expense $2,869,455 $2,820,637 $2,528,114
Fundraising Expense $1,087,447 $881,582 $861,164
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.05 1.14 1.03
Program Expense/Total Expenses 63% 60% 65%
Fundraising Expense/Contributed Revenue 13% 12% 11%

Prior Three Years Assets and Liabilities

Fiscal Year 2015 2014 2013
Total Assets $6,384,524 $5,693,997 $5,111,843
Current Assets $5,955,044 $5,581,973 $5,005,834
Long-Term Liabilities $0 $0 $0
Current Liabilities $913,092 $742,335 $1,467,569
Total Net Assets $5,471,432 $4,951,662 $3,644,274

Prior Three Years Top Three Funding Sources

Fiscal Year 2015 2014 2013
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Credit Line Yes
Reserve Fund Yes
How many months does reserve cover? 2.00

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? --

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 6.52 7.52 3.41

Long Term Solvency

Fiscal Year 2015 2014 2013
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 IRS Form 990s and reflect its national operations. The rest of the profile highlights the organization's Greater Boston work. 
 

Documents


Other Documents

No Other Documents currently available.

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?

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2. What are your strategies for making this happen?

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

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

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

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