2012 Annual Report

annual report 2012

1

BELL w as children created 20 ye ars ago s as a co School ucceed by exp mm anding joined f le o rces wit arning t unity-based ef Educatio he for im n after sc and a group o ducators at th e. Students a t to help t e hool ex perienc f concerned pa Harvard Grad Harvard Law e at a n u r e a nts to te Sc earby p Since th ublic sc design an edu hool of en, mor hool. cationa e We hav l e engag than 100,000 ed scho student instruct la s ion, enr ichmen rs in more tha have become And we n BE t ac 20 milli ha on hour LL scholars. expand ve generated tivities, field tr s of ips ed so student learning time me of the stro , and commun academic nge –p ity success and nar ar ticularly tim st evidence av service. e in the rows th ailable e oppor that s The edu u m m e tunity a r – incr cation c n e d a ommun s Through achieve ity ment ga es o ps. commu ur effor ts and has also evolv ed over nit th the pas promine ies across the e work of man t2 y c nce as an impo ountry, expan others in scho 0 years.

A rich s ded ols r ta et adopt s of research is nt par t of scho learning has g and c ummer ol turna ained ompellin le ro organiz ations t arning strateg g more schools und effor ts. ie o serve scholar s and to par tn and districts t o s er with and fam We are commu ilies. proud t n it y ob And we are gra e a par t of wh t a e t truly h teacher ful to all as beco s, w me a m helping principals, don ho share our ov m us serv o e schola rs, par tners, a ission. To all ement. of n rs with excellen d friends: tha the families, n ce. k you fo r Lauren eS Chair, B perling oard of Directo rs

Tiffany Gu Chief E eye, Ph.D. xecutive Officer 2

impact

BELL expands learning time for scholars in grades K-8 who attend under-resourced public schools in urban communities. BELL scholars increase their time on task in order to eliminate summer learning loss, catch up to their peers, and narrow the opportunity and achievement gaps.

Summer Learning Outcomes

15,436

+9%

86%

88%

Scholars Served in 2012

Average Daily Attendance

98

School Partners

Increase in Self-Confidence

After School Outcomes

8

+5%

11

91%

States

Cities

3

Percentile Rank Increase in Literacy & Math

Percentile Rank Increase in Literacy & Math

Increase in Parent Engagement

BELL Summer helped my daughter because the smaller groups are better for her. BELL gave her an advantage going into high school.

Before, in math and science in particular, she had trouble focusing in school, and her principal recommended she participate. In BELL Summer, she got extra help in math – her weakest subject – and she truly excelled.

She loves the program.”

TANISHA BELL PARENT SPRINGFIELD, MA

Scholars are experiencing more success in their classes because of the preparation BELL gave throughout the summer. The impact of the summer learning program is also evident among students who have, in the past, had behavior issues in school. Thanks to the positive mentorship and social skills building activities in BELL Summer, these students are more motivated, focused, and engaged in learning.”

FRANKIE POLLOCK DEAN OF STUDENTS THOMOSBORO ACADEMY CHARLOTTE, NC

4

approach

This has been a great experience for my son – he enjoyed engaging with his friends, going on field trips, learning different things. BELL has given him an opportunity to be himself, to be creative, and to get ready for the next grade, not just mentally, but socially as well.

From this level, it only gets harder. The 9th grade sets a whole foundation for what you’re going to do in high school. It’s so critical – you have to be ready for the 9th grade, and BELL Summer has helped him be ready to succeed.”

DERRICK BELL PARENT CHARLOTTE, NC We use the word “scholar” so that children understand that they really are special because they take the time to keep their minds active and to be ahead of their peers.”

MARILYN ROSS BELL TEACHER BRONX, NY

5

BELL increases student achievement by partnering with schools and school districts to expand learning time.

We customize educational experiences that take place in the summer, after school, before school, and on weekends and during school vacations, based on the needs and resources available in the schools and communities we serve.

At the center of BELL’s approach is a focus on building literacy and math skills. Activities in STEM (Science, Technology, Engineering, and Math), health and physical fitness, and community service reinforce core academic skills and strengthen scholars’ engagement in learning. While BELL’s programs continue to evolve, one thing has never changed: our commitment to delivering the highest-quality learning experiences possible.

That commitment can be summarized in BELL’s five

CORE ESSENTIALS: 1. We demonstrate HIGH children can excel.

EXPECTATIONS that all

2. We DEVELOP PARTNERSHIPS to support each scholar’s success.

3. We believe exceptional leadership creates an

ENVIRONMENT FOR LEARNING. 4. We demonstrate TEACHING 5.

EXCELLENCE. We provide relevant and ENGAGING LEARNING EXPERIENCES.

6

learning & innovation

Every year, BELL gains new experience and expertise.

We embrace a culture of continual improvement, constantly finding ways to strengthen quality and better serve the needs of scholars, families, and schools.

STEM

BLENDED LEARNING

We are working with schools and community organizations to bring more science, technology, engineering, and math (STEM) teachers into BELL classrooms, to test and roll out hands-on STEM curriculum in the summer, and to expose scholars to careers in the sciences. In 2012, scholars discovered robotics in San Jose, CA, conducted water quality experiments in Spartanburg, SC, and participated in field trips to the Massachusetts Institute of Technology and the New York Hall of Science.

We are pairing classroom instruction and hands-on learning with technology-driven curricula to boost scholar engagement and propel achievement. Interactive lessons in reading and math reinforce key skills and generate deeper motivation to learn among scholars. They also provide additional data and insight into scholar learning needs that our teaching staff can use to further differentiate instruction.

MIDDLE SCHOOL

NEXT-GENERATION ASSESSMENTS

We are adopting new English Language Arts curricula and incorporating more nonfiction text into our literacy toolkits to best prepare scholars for success in high school. We are testing and expanding the use of character and leadership development curricula to help scholars meet the social challenges encountered in middle school.

We are piloting new computer-adaptive assessments that align more strongly with Common Core learning standards and are more efficient to use at scale. Our team is accessing data at a faster pace, leading to more time on task for scholars.

7

We had a very good experience with BELL Summer. BELL raised philanthropic support to enable us to serve more students during the summer than we had in the past - for the same cost to the district. I really appreciated BELL contracting with an independent research company to measure program impact. As we are discussing our second year, I have been impressed with the continual improvement that BELL is proposing to make their program even more responsive to the needs of our students.”

DONALD MARTIN SUPERINTENDENT WINSTON-SALEM/FORSYTH COUNTY SCHOOLS

Having the opportunity for our students to participate in BELL Summer is very important.

We’re confident that having five weeks of learning time to engage in academics and enrichment provides students more time on task, prevents summer learning loss, and, even better, helps them progress further than where they were when school ended in June.”

ALISON COVIELLO PRINCIPAL PS 154 BRONX, NY

8

expanded learning partnerships

One of the most important things learned over the past 20 years is that partnerships are central to impact and sustainability. Student success is and always will be driven by factors inside and outside of the school classroom and calendar. By aligning school and community resources, BELL is better able to meet the full spectrum of student needs.

SUMMER QUEST

PROJECT L.I.F.T.

FRANKLIN-MCKINLEY CHILDREN’S INITIATIVE

In New York City, a new initiative between the Department of Education, Fund for Public Schools, and Department of Youth & Community Development expanded access to creative, engaging, and fun summer learning programs for at-risk students. BELL operated two of the city’s first 12 Summer Quest sites and served 240 scholars.

In Charlotte, NC, local donors partnered with Charlotte Mecklenburg Schools and invested in a focused effort to boost achievement in the city’s nine lowest-performing schools. BELL was invited to serve 1,000 students across these schools in order to eliminate summer learning loss and prepare students to succeed in the new school year.

In San Jose, CA, the city, one of its school districts, and a local intermediary organization, the Franklin-McKinley Children’s Initiative, worked together to bring BELL Summer to one challenged school. School test data showed that students in all other schools in the district experienced summer learning loss – while students participating in BELL Summer gained new skills.

9

HOW CORPORATE PARTNERS ARE HELPING

In 2012, through its Smarter Summers campaign, Walmart helped BELL partner with school districts, share program costs, and deliver fun, educational, and healthy summer learning experiences for than 4,000 middle school scholars in Boston, Baltimore, Detroit, and New York City. Walmart further invested in BELL’s partnership model to reach additional scholars in San Jose and San Rafael, CA, Springfield, MA, Charlotte and Winston-Salem, NC, and Spartanburg, SC.

Target has made early literacy a priority and helped BELL strengthen the reading and writing skills of scholars in grades K-3 -- BELL’s Early Readers. Since 2007, Target’s support has helped thousands of scholars learn how to read by the third grade, a critical juncture when children switch from learning to read to reading to learn.

Target is proud to support BELL and the work they do in literacy. By helping kids learn to read proficiently by the end of third grade, we’re putting more of them on the path to high school graduation so they’re ready for college, a career and life.”

LAYSHA WARD, PRESIDENT, COMMUNITY RELATIONS TARGET

10

strategic plan

2012 marks the halfway point for BELL’s strategic plan. The organization is raising growth capital to expand its impact, advance its sustainability plan, and generate more evidence of impact. Thanks to the generosity of foundation, corporate, and individual donors, BELL has raised more than $13M against a growth capital goal of $16.8M through 2014.

PRIORITIES

2012 ACHIEVEMENTS

2013 PRIORITIES

IMPACT

Expanded BELL’s reach in three new cities while producing strong scholar outcomes.

Expand learning time in one additional new city and achieve scholar outcome goals.

SUSTAINABILITY

Formed new public-private partnerships in North Carolina, South Carolina, and California to share program costs.

Deepen partnerships with schools and school districts to unlock renewable public funding, test new partnership models, and build regional advisory boards.

EVIDENCE

Completed data collection during BELL Summer and collected follow-up fall test data for a rigorous independent evaluation of the program’s effectiveness.

Complete final phase of independent evaluation activities by collecting state test data for BELL Summer participants and the control group.

11

HOW THE FOUNDATION COMMUNITY IS HELPING Tipping Point Community is helping BELL build partnerships and expand its impact in the San Francisco Bay Area as part of BELL’s Social Innovation Fund-driven strategic plan. Their growth capital helped to build a local leadership team and seed new partnerships in San Jose and San Rafael. The Tiger Foundation is one of BELL’s greatest champions in New York.

In 2012, the Foundation increased its investment in BELL to help us build our evidence base and further strengthen quality and impact.

We invest in BELL because it prevents summer learning loss - a key contributor to the achievement gap. BELL’s quality programming, academic rigor, and proven results, in addition to the organization’s strong leadership and commitment to continuous improvement made it a great fit for our highly engaged, results-oriented approach to philanthropy.”

DANIEL LURIE, CEO & FOUNDER TIPPING POINT COMMUNITY We have been pleased to support BELL’s work in New York since 2002. Our funding has enabled BELL to reach thousands of scholars with extended-day and summer literacy and math instruction, ensuring students continue on a path to high academic achievement. We have continued to invest in BELL because of the academic results its scholars achieve due to its focus on a high-quality program supported by a rigorous curriculum. We look forward to continuing to see BELL bring high quality programs to young people in New York City as it enters its third decade.”

TIGER FOUNDATION 12

TO ALL WHO MAKE BELL’S IMPACT POSSIBLE, THANK YOU. Foundations & Other Sources

financials FY12 FINANCIAL SUMMARY July 1, 2011 -- June 30, 2012 Support & Revenue Total: $26,055,555 In-Kind & Other (7%) $1,926,645 Individuals & Events (4%) $948,086

Public Contracts (51%) $13,273,452

Corporations (10%) $2,479,940

The Altman Foundation

Matilda R. Wilson Fund

American Eagle Outfitters Foundation

National Summer Learning Association

Andor Capital Management LLC

The New York Community Trust

Associated Grant Makers of MA

The New York Community Trust, the Ada Fund

Bain Capital Children’s Charity

Barr Foundation

Open Society Foundations

Bank of America

Bernard Family Fund Boston After School & Beyond

The Philanthropic Initiative

The Boston Foundation

The Pinkerton Foundation

Castanea Partners

Charles Hayden Foundation

PNC Foundation

Citizens Bank

Prudential Foundation

Clayton Baker Trust

PSEG

Con Edison Corporate Giving Program

Cogan Family Foundation

Richard & Susan Smith Family Foundation

Desire2Learn, Inc.

Robert Treat Paine Association

The District Management Council

Rowland Foundation, Inc.

eCratchit

Roy A. Hunt Foundation

EMC

Samberg Family Foundation

Ernst & Young

Evans Family Foundation FAO Schwarz Family Foundation Foundation to be Named Later Frank Family Foundation

Fundraising (3%) $803,972 General & Administrative (7%) $1,860,569

Program (90%) $23,016,256

George H. & Jane A. Mifflin Memorial Fund

William E. & Bertha E. Schrafft Charitable Trust Yawkey Foundation

Corporations Atlantic-ACM

The Baupost Group Charitable Fund Capital One

Deutsche Bank

Shippy Foundation

Francis M. Walley Insurance Agency

Sisters of Mercy of North Carolina Foundation

Gillette Company

Social Impact Exchange The Starr Foundation

Goldman, Sachs & Co. Goulston & Storrs The Hartford

Harry & Jeanette Weinberg Foundation

T. Rowe Price Foundation, Inc.

The Heckscher Foundation for Children

Thomas & Stacey Siebel Foundation

Highland Street Foundation

Tiger Foundation

Massachusetts Lawyers Weekly

Tipping Point Community

MetLife Foundation

J.P.B. Foundation

United Way of Massachusetts Bay & Merrimack Valley

Metro Medical

Knez Family Charitable Foundation The Leona M. & Harry B. Helmsley Charitable Trust

13

Wells Fargo Foundation

120 Broadway Partners

Edna McConnell Clark Foundation

Expenses Total: $25,680,797

The Wallace Foundation

Lone Pine Foundation, Inc.

The Edmond N. & Virginia H. Moriarty Foundation, Inc.

Foundations (29%) $7,427,432

Lockhart Vaughan Foundation

Victoria Foundation Virginia Wellington Cabot Foundation

KPMG LLP Macro Risk Advisors

New York Life Foundation Piedmont Natural Gas The PIMCO Foundation Pitney Bowes Foundation

The Reebok Foundation Seawall Development Company

Christopher & Heather Crosby Randi & Joel Cutler

Snyder’s-Lance, Inc.

James Czapla

Solomon McCown & Company, Inc.

Bob & Susan D’Angelo

Sovereign Bank State Street Foundation Target Corporation ThermoFisher Scientific, Inc. TJX Foundation Walmart Warburg Pincus Foundation WilmerHale

Anthony & Deanna DiNovi Richard Donovan Paul & Sandra Edgerley John Eydenberg Jennifer Fortner Joe & Alison Freeman Joe & Ruthanne Fuller Gregory Galeaz Joseph Gilles Jason Ginsburg Gabriel Gomez

Individuals

Larry & Beth Greenberg

Geraldine Acuna

Gene & Susan Guill

Brett & Kate Alessi

Jennifer & David Gorman

Dave Ament

Donna Hale & John Donovan, Jr.

Paula Arrojo & Franco Finstad John Averill Jesse & Pamela Baker Rachel Berkey & Michael Sperling Nicholas Bogard Michelle Boyers & Brad Gerstner

Paul & Diane Margolis

Susan & Peter Simon

Sean & Jill Marsh

Rhonda & Robert Skloff

Lauren & Joseph Mazzella

Rob & Dana Smith

Joseph & Kathleen McCarthy

Garrett & Catie Smith

Stanton & Lindsay McCullough Paul & Susan Meister Doug Miller Karen & Jeff Miller Martha Minow Michele & Dave Mittelman J.D. Moriarty Valerie Mosley John & Kathleen Murphy George & Sharyn Neble Soren & Caroline Oberg Timothy & Cathy O’Neil Steve & Judy Pagliuca Lynne & Tim Palmer Jim Pallotta

Ray Hammond & Gloria White-Hammond

Susan Paternoster

David & Sheryl Harkins

Chris Piela

Barbara & Amos Hostetter

Carole & Art Prest

Scott & Olga Jaeckel Lisa Joyce Nancy Kaplan

Jacob Bryant

Neal & Sue Karelitz

Chris Bulger & Sylvia Maxfield

Robert Kelley

Joseph Campanelli

John Kim & Kathy Choi

Russell Carlson

Charles & Jeri Queenan Pamela & Richard Remis

Lauren Smith & James Boll Laurene & Scott Sperling Robert & Kathleen Stansky Maureen Sweeney Mark Taber Susan & Michael Thonis Joe Timilty Peter Vaughan-Vail

Best Buy Boston Public Schools First Book National Book Bank

Newark Public Schools Springfield Public Schools

Kent Weldon Nina & Theodore Wells Jeffrey Wright

Public Sources of Funding 21st Century Community Learning Centers Baltimore City Public Schools Bank Street College of Education

Richard Romanow

Boston Public Schools

Etta & Mark Rosen

Corporation for National & Community Service

Justin Sadrian & Lee Kellogg Sadrian

Detroit Public Schools

Todd & Ashley Carlson

Gordon Lawrence

Maurice & Luly Samuels

Marc & Denise Casper

Seth & Cindy Lawry

Will & Jodi Scarbrough

Kenneth & Virginia Colburn

William & Leslie Lee

Robin & Steven Scari

Alan & Sherry Leventhal

Doug & Andi Shaw

Laraine & Jeff Levy

Gary & Caryl Shaw

Phil & Lisette Cooper

Donald & Bridgette Manekin

Brian Shortsleeve

Thomas Corcoran

Harry & Jaime Manion

Michael & Wendy Simches

In-Kind

Jackie & Alan Weinstein

Debra Smith Knez

Bill Connolly

Winston-Salem / Forsyth County Public Schools

Larry & Dawn Weber

Department of Youth & Community Development

Jennifer & Peter Conley

The After School Corporation (TASC)

New York City Department of Education

Jennifer Rynne

Peter Kellogg

Springfield Public Schools

Richard & Patti Wayne

Peter & Lisa Roblin

Joshua Ross

Spartanburg School District 7

Family League of Baltimore City, Inc. Franklin McKinley Children’s Initiative Madison Square Boys & Girls Club New York City Department of Education San Rafael City Schools

Donors listed gave at least $1,000 from the period beginning July 1, 2011 and ending September 30, 2012.

This list is accurate to the best of our knowledge.

Please contact Anne Cademenos (617-740-0431) if your name has accidentally been omitted from this list.

14

events & board of directors BELL has given me an edge of maturity and leadership that most young people my age may not have. This edge will help me on my road to success. I realize the road is long but I’m not afraid because BELL has given me a foundation for high school and my future.”

BENJI BELL ALUMNUS BOSTON, MA

Thank you to everyone who sponsored, supported and celebrated BELL through this year’s Talent Show, Be Extraordinary, and Homecoming events!

These special events raise essential funds for our programs and introduce new friends to BELL.

TALENT SHOW BELL kicked off its 20th Anniversary Celebration with the Talent Show Gala in November. BELL scholars performed alongside R&B singersongwriter Colby O’Donis, a Boston University step team, and a Berklee College of Music a cappella group. Benji, a BELL alumnus, and Josette, a BELL parent, shared personal stories and celebrated BELL’s legacy with 280 guests at the Revere Hotel in Boston.

BE EXTRAORDINARY Jonathon Batiste and the Stay Human Band headlined a special evening to celebrate BELL scholars with 175 guests at Millesime in New York City in March.

HOMECOMING BELL’s Young Professionals Council rang in the new school year in September at The Union Club in Boston. The event introduced 180 new friends, volunteers, and donors to BELL.

15

BOARD OF DIRECTORS Laurene Sperling, Chair Sperling Family Charitable Foundation Paula Arrojo Goldman Sachs Nicholas Bogard J. Nicholas Arthur Tiffany C. Gueye, Ph.D. Chief Executive Officer, BELL Gene Guill Retired, Deutsche Bank Kathleen Kelley Queen Anne’s Capital Management, LLC John J-H Kim The District Management Council; Harvard Business School Debra Knez Richard & Susan Smith Family Foundation Donald Manekin Seawall Development Company Doug Miller Miller InSights, LLC Soren Oberg, Vice Chair Thomas H. Lee Partners Prof. Charles Ogletree, Jr., Chair Emeritus, Harvard Law School Chris Piela FCCI Insurance Group Justin Sadrian Warburg Pincus Garrett Smith District Management Council Dr. Lauren Smith Massachusetts Dept. of Public Health

16

URE

FUT E H T T HA

EW N I G A IM D...

L O H L WIL

re than o m d e ch ill , we rea 0 years, we w s r a e y 0 2 s first 2 . In our next We will ’ L .

L s r E a B l o s In scholar ldren into sch unity, and the 0 0 0 , i 0 h m 10 more c into the com will reshape m r o f s e ng om tran oom. W nd how learni classro r s e s h a t l c g ,a he brin ty into t t when, where ement that i n u m u ov com ns abo advance a m o i r and t a p e y m l u l l o s i o s w h a And we ol day and sc s for millions . s r u c o c o tunitie e sch r h o t p s p e o n l redefi cationa rs. u d e s e la improv the ed scho n v r o e e s v r a

lh of unde ELL wil t more i B b t a a h d t e ee ifferenc rs, who only n d motivated d e h t e n a Imagin y schol me inspired a n a m o s o lives of arning to bec e ‌ rl time fo dreams r i e h t ue to purs

17

18

NATIONAL HEADQUARTERS 60 Clayton Street Dorchester, MA 02122 617. 282. 1567

PURSUING OUR MISSION IN THE FOLLOWING STATES: California Maryland Massachusetts Michigan

New Jersey New York North Carolina South Carolina

www.experienceBELL.org