BPE INC (EIN 813213571) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

JESSE SOLOMON

Phone

6172278055

Tax Period

2022-07-01 to 2023-06-30

BPE INC, founded in 1984, is a mid-sized nonprofit in the Education sector that reported $10.9M in total revenue in fiscal year 2022. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.5M, a strong 50% operating margin.

Mission

BPE DRIVES EXCEPTIONAL OUTCOMES FOR ALL STUDENTS BY DEVELOPING GREAT TEACHERS AND GREAT SCHOOLS. FOR THREE DECADES, BPE (FORMERLY THE BOSTON PLAN FOR EXCELLENCE) HAS DEVISED SOLUTIONS TO THE TOUGHEST CHALLENGES FACED BY BOSTON'S STUDENTS AND TEACHERS BY WEAVING TOGETHER EXPERTISE IN TEACHER TRAINING AND SCHOOL DEVELOPMENT. WE BELIEVE AMBITIOUS TEACHING (WHICH WE DEFINE AS INSTRUCTION THAT CONSISTENTLY ENGAGES ALL STUDENTS IN RIGOROUS CONTENT) REQUIRES NOT ONLY EFFECTIVE TEACHERS, BUT ALSO SYSTEMS THAT SUPPORT GREAT TEACHING AND METHODS FOR CONTINUOUS IMPROVEMENT. WE HAVE PREPARED OVER 600 TEACHERS FOR THE BOSTON PUBLIC SCHOOLS THROUGH THE NATIONALLY RECOGNIZED AND REPLICATED BOSTON TEACHER RESIDENCY PROGRAM. TODAY, WE ARE REDESIGNING SCHOOLING FOR STUDENTS AND TEACHERS BY CREATING NEIGHBORHOOD-BASED, PREK-12 PATHWAY OF TEACHING ACADEMIES, SCHOOLS WHICH PROVIDE A WORLD CLASS EDUCATION FOR ALL STUDENTS WHILE PREPARING OUTSTANDING NEW TEACHERS FOR THE BOSTON PUBLIC SCHOOLS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $10,920,288

Program Service Revenue $0

Investment Income $0

Other Revenue $10,564

TOTAL REVENUE $10,930,852

Expense Breakdown

Grants Paid $4,044

Salaries & Benefits $3,572,245

Fundraising Expenses $408,399

Program Expenses $3,915,915

Other Expenses $1,895,358

TOTAL EXPENSES $5,471,647

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,930,852	$5,403,305	+1.0%
Expenses	$5,471,647	$5,348,855	+0.0%
Net Income	$5,459,205	$54,450	+99.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$601,251

Total Directors

$431,080

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE SOLOMON	PRESIDENT/EXECUTIVE DIR.	40.00	Officer Director	$203,038	$40,726	$243,764
MELANIE WINKLOSKY	CLERK/CAO	40.00	Officer Director	$178,064	$9,252	$187,316
CLARA ARROYO	CHIEF FINANCIAL OFFICER/TR	40.00	Officer	$155,120	$15,051	$170,171
CHELSEA VOAKE	DIRECTOR OF STRATEGIC INITIATIVES	40.00	Highest	$116,361	$26,884	$143,245
CHRISTINE CONNOLLY	INSTRUCTIONAL SYSTEMS DIRECTOR	40.00	Highest	$145,284	$9,511	$154,795
EDWARD P LIU	CHIEF IMPROVEMENT OFFICER	40.00	Highest	$132,642	$20,927	$153,569
MONIQUE DAVIS	DIRECTOR OF ALUMNI RELATIONS & PLACEMENT	40.00	Highest	$110,414	$18,679	$129,093
EMILY HARRIS	DIRECTOR OF TALENT	40.00	Highest	$109,926	$13,150	$123,076
CHARLES K GIFFORD	CHAIR	0.50	Officer Director	$0	$0	$0
MAURA BANTA	BOARD MEMBER	0.50	Director	$0	$0	$0
RICHARD M BURNES	BOARD MEMBER	0.50	Director	$0	$0	$0
REV GREGORY GROOVER	BOARD MEMBER	0.50	Director	$0	$0	$0
TAMMY BATTAGLINO	BOARD MEMBER	0.50	Director	$0	$0	$0
MAKEEBA MCCREARY	BOARD MEMBER	0.50	Director	$0	$0	$0
JAL MEHTA	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIN SUTHERLAND	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN BORDERS	BOARD MEMBER	0.50	Director	$0	$0	$0
ELLEN GUINEY	BOARD MEMBER	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$10,930,852	$5,471,647	$10,298,623	$5,459,205
2022	$5,403,305	$5,348,855	$3,625,783	$54,450
2020	$4,376,888	$4,990,143	$4,070,890	$-613,255
2019	$5,740,076	$6,192,476	$3,588,698	$-452,400

BPE INC