EDUCATION RESOURCE STRATEGIES INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATION RESOURCE STRATEGIES INC (EIN 20-1978102)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-18
- IRS object ID
- 202601699349300210
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-18T08:05:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431985162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD SUITE 302 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201978102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATION RESOURCE STRATEGIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 6176078000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 PLEASANT STREET SUITE C-200 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY HILLS | PersonNm |
| Person Title | COO/MANAGING PARTNER | PersonTitleTxt |
| Phone | 6176078000 | PhoneNum |
| Signature | 2026-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M SMITH CPA | PreparerPersonNm |
| PTIN | P00316105 | PTIN |
| Phone | 5088717178 | PhoneNum |
| Preparation | 2026-06-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGORY HILLS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 PLEASANT STREET SUITE C-200 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,572,660 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ERSTRATEGIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | ERS EMPOWERS SCHOOL SYSTEM LEADERS TO MAKE TRANSFORMATIVE SHIFTS IN RESOURCES, STRUCTURES, AND PRACTICES SO THAT ALL STUDENTS, ESPECIALLY THOSE WITH THE GREATEST LEARNING NEEDS AND THOSE FURTHEST FROM OPPORTUNITY, ATTEND A SCHOOL WHERE THEY CAN LEARN AND THRIVE. WE PARTNER WITH DISTRICT TEAMS, EXPAND LEADERS' KNOWLEDGE AND SKILLS, AND SHARE LESSONS AND TOOLS WITH THE FIELD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,439,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,246,444 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,705,405 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,988,785 | CYProgramServiceRevenueAmt |
| PY Investment Income | $578,858 | PYInvestmentIncomeAmt |
| CY Investment Income | $555,765 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,212 | PYOtherRevenueAmt |
| CY Other Revenue | $671,624 | CYOtherRevenueAmt |
| PY Total Revenue | $14,735,558 | PYTotalRevenueAmt |
| CY Total Revenue | $15,462,618 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $212,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,193,458 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,407,799 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $391,391 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,889,131 | PYOtherExpensesAmt |
| CY Other Expenses | $3,590,038 | CYOtherExpensesAmt |
| PY Total Expenses | $17,295,089 | PYTotalExpensesAmt |
| CY Total Expenses | $15,097,837 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,559,531 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $364,781 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,751,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,085,754 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,349,112 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,747,765 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,402,035 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,337,989 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ERS EMPOWERS SCHOOL SYSTEM LEADERS TO MAKE TRANSFORMATIVE SHIFTS IN RESOURCES, STRUCTURES, AND PRACTICES SO THAT ALL STUDENTS, ESPECIALLY THOSE WITH THE GREATEST LEARNING NEEDS AND THOSE FURTHEST FROM OPPORTUNITY, ATTEND A SCHOOL WHERE THEY CAN LEARN AND THRIVE. WE PARTNER WITH DISTRICT TEAMS, EXPAND LEADERS' KNOWLEDGE AND SKILLS, AND SHARE LESSONS AND TOOLS WITH THE FIELD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,906,333 | ExpenseAmt |
| Revenue | $8,791,884 | RevenueAmt |
| Desc | CONSULTING:ERS PARTNERS WITH SCHOOL SYSTEMS AND STATE EDUCATION AGENCIES THROUGH PROJECTS FOCUSED ON DATA (ANALYSIS & BENCHMARKING), DESIGN (STRATEGY, RESOURCE TRADE-OFFS, & CONSENSUS BUILDING), AND IMPLEMENTATION (PLANNING & MONITORING). WE SUPPORT DISTRICT AND STATE EDUCATION LEADERS AND FOCUS ON HOW RESOURCES (PEOPLE, TIME, AND MONEY) WORK TOGETHER TO CREATE STRATEGIC SYSTEMS THAT SUPPORT STRONG SCHOOLS. WE BRING THE LATEST RESEARCH FROM TEH FIELD TO EVERY PARTNERSHIP, PROVIDING RIGOROUS QUANTITATIVE AND QUALITATIVE ANALYSIS AND FACILITATING DECISION-MAKING PROCESSES TO DRIVE CHANGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,011,502 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Revenue | $196,901 | RevenueAmt |
| Desc | FIELD BUILDING:ERS OFFERS STANDALONE WORKSHOPS FOR DISTRICT AND STATE EDUCATION LEADERS INTERESTED IN GROWING THEIR SKILLSETS OR EXPAND THEIR KNOWLEDGE BASE ABOUT STRATEGIC RESOURCE USE. ERS FACILITATES LEADERSHIP DEVELOPMENT NETWORKS AND COHORTS THAT BRING TOGETHER CROSS-FUNCTIONAL DISTRICT TEAMS USING PROFESSIONAL LEARNING BEST PRACTICES. ADDITIONALLY, ERS HAS A SUITE OF FREE TOOLS, PUBLICATIONS, AND RESEARCH THAT HIGHLIGHTS DISTRICT AND STATE SUCCESS STORIES, LESSONS WE HAVE LEARNED THROUGH OUR PARTNERSHIPS, AND BEST PRACTICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,917,835 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 82 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN H MILES CHIEF EXECUTIVE OFFICERCHAIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176078000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 PLEASANT STREET SUITE C-200 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KAREN H MILES | ||||||||
| CEO/CHAIR | 40.00 | Yes (X) | Yes (X) | $197,142 | $0 | $21,692 | ||
| LESLIE TORRES-RODRIGUEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA HIGGINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN CLARK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN-CLAUDE BRIZARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN GUINEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC GORDON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRA ORANGE JONES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCIA BLENKO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN TRAVERS | ||||||||
| PRESIDENT/MANAGING PARTNER | 40.00 | Yes (X) | $277,884 | $0 | $35,695 | |||
| KATHRYN ROY | ||||||||
| CLERK, PARTNER & GEN. COUNSEL | 40.00 | Yes (X) | $212,562 | $0 | $10,865 | |||
| GREGORY HILLS | ||||||||
| COO/MANAGING PARTNER | 40.00 | Yes (X) | $285,560 | $0 | $9,110 | |||
| RENEE HARPER | ||||||||
| FORMER CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $112,645 | $0 | $0 | |||
| BETTY CHANG | ||||||||
| MANAGING PARTNER | 40.00 | $216,610 | $0 | $31,365 | Yes (X) | |||
| VENTURA RODRIGUEZ | ||||||||
| PARTNER | 40.00 | $245,597 | $0 | $9,904 | Yes (X) | |||
| ANGELA KING SMITH | ||||||||
| PARTNER | 40.00 | $229,303 | $0 | $19,890 | Yes (X) | |||
| JESSICA E O'CONNOR | ||||||||
| PARTNER | 40.00 | $201,439 | $0 | $35,881 | Yes (X) | |||
| JOSEPH J TRAWICK-SMITH | ||||||||
| PARTNER | 40.00 | $185,870 | $0 | $15,048 | Yes (X) | |||
| EMILY PARFIT | ||||||||
| PARTNER | 40.00 | $202,784 | $0 | $10,126 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,367,396 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $199,576 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREEN RIVER DATA ANALYSIS LLC | |||||
| 167 MAIN STREET | BRATTLEBORO | VT | 05301 | SOFTWARE DEVELOPMENT | $194,472 |
| HUMAN RESOURCE CONCEPTS LLC | |||||
| 111 CHARLES STREET | MANCHESTER | NH | 03101 | HUMAN RESOURCES | $117,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,246,444 | AllOtherContributionsAmt |
| Total Contributions | $5,246,444 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT SERVICE REVENUE | 611710 | $8,791,884 | $8,791,884 |
| LICENSING INCOME | 611710 | $196,901 | $196,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,988,785 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,696 | TotalRevenueColumnAmt |
| Exclusion | $307,696 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,358,111 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,110,042 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $248,069 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,069 | TotalRevenueColumnAmt |
| Exclusion | $248,069 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYEE RETENTION TAX CREDITS | 900099 | $541,602 | $541,602 |
| MISCELLANEOUS INCOME | 900099 | $130,022 | $130,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $671,624 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,462,618 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,660,409 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $555,765 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,440,087 | TotalAmt |
| Program Services | $1,134,592 | ProgramServicesAmt |
| Management And General | $170,273 | ManagementAndGeneralAmt |
| Fundraising | $135,222 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,435,873 | TotalAmt |
| Program Services | $7,404,884 | ProgramServicesAmt |
| Management And General | $853,697 | ManagementAndGeneralAmt |
| Fundraising | $177,292 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,179 | TotalAmt |
| Program Services | $221,537 | ProgramServicesAmt |
| Management And General | $33,180 | ManagementAndGeneralAmt |
| Fundraising | $2,462 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,138 | TotalAmt |
| Program Services | $498,564 | ProgramServicesAmt |
| Management And General | $62,090 | ManagementAndGeneralAmt |
| Fundraising | $8,484 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,522 | TotalAmt |
| Program Services | $610,215 | ProgramServicesAmt |
| Management And General | $73,750 | ManagementAndGeneralAmt |
| Fundraising | $21,557 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,477 | TotalAmt |
| Program Services | $12,564 | ProgramServicesAmt |
| Management And General | $29,490 | ManagementAndGeneralAmt |
| Fundraising | $423 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,200 | TotalAmt |
| Management And General | $54,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,365 | TotalAmt |
| Management And General | $95,365 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,383 | TotalAmt |
| Program Services | $551,659 | ProgramServicesAmt |
| Management And General | $72,631 | ManagementAndGeneralAmt |
| Fundraising | $93 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,117 | TotalAmt |
| Program Services | $111,117 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,274 | TotalAmt |
| Program Services | $263,799 | ProgramServicesAmt |
| Management And General | $172,465 | ManagementAndGeneralAmt |
| Fundraising | $8,010 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,456 | TotalAmt |
| Program Services | $148,753 | ProgramServicesAmt |
| Management And General | $5,056 | ManagementAndGeneralAmt |
| Fundraising | $1,647 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,694 | TotalAmt |
| Program Services | $754,868 | ProgramServicesAmt |
| Management And General | $102,489 | ManagementAndGeneralAmt |
| Fundraising | $24,337 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,250 | TotalAmt |
| Program Services | $300,469 | ProgramServicesAmt |
| Management And General | $6,134 | ManagementAndGeneralAmt |
| Fundraising | $1,647 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,421 | TotalAmt |
| Program Services | $2,082 | ProgramServicesAmt |
| Management And General | $266 | ManagementAndGeneralAmt |
| Fundraising | $73 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,304 | TotalAmt |
| Program Services | $306,072 | ProgramServicesAmt |
| Management And General | $11,319 | ManagementAndGeneralAmt |
| Fundraising | $2,913 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,783 | TotalAmt |
| Program Services | $44,363 | ProgramServicesAmt |
| Management And General | $5,973 | ManagementAndGeneralAmt |
| Fundraising | $1,447 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPORT/SUPPLIE | $248,664 | $240,318 | $6,526 | $1,820 |
| PROFESSIONAL DEVELOPMEN | $218,298 | $198,533 | $16,248 | $3,517 |
| MISCELLANEOUS | $31,352 | $13,446 | $17,459 | $447 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,097,837 | TotalAmt |
| Program Services | $12,917,835 | ProgramServicesAmt |
| Management And General | $1,788,611 | ManagementAndGeneralAmt |
| Fundraising | $391,391 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,860 | BOYAmt |
| EOY | $1,361,374 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,928 | BOYAmt |
| EOY | $1,839,073 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,750 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,995,880 | BOYAmt |
| EOY | $1,567,647 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,964 | BOYAmt |
| EOY | $188,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,091,663 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,348,658 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $907,655 | BOYAmt |
| EOY | $743,005 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,040,206 | BOYAmt |
| EOY | $8,873,137 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,328,904 | BOYAmt |
| EOY | $2,513,178 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,751,147 | BOYAmt |
| EOY | $17,085,754 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,442 | BOYAmt |
| EOY | $751,440 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,143 | BOYAmt |
| EOY | $209,954 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,712,527 | BOYAmt |
| EOY | $2,786,371 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,349,112 | BOYAmt |
| EOY | $3,747,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,937,740 | BOYAmt |
| EOY | $10,610,731 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,464,295 | BOYAmt |
| EOY | $2,727,258 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,402,035 | BOYAmt |
| EOY | $13,337,989 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,751,147 | BOYAmt |
| EOY | $17,085,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $364,781 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $571,173 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,703,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,999,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,513,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,029,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,246,664 | CurrentTaxYearAmt |
| Total | $57,491,908 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,703,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,999,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,513,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,029,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,246,664 | CurrentTaxYearAmt |
| Total | $57,491,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,020,881 | SubstantialContributorsTotAmt |
| Public Support Total170 | $46,471,027 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $291,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $320,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $354,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $297,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,696 | CurrentTaxYearAmt |
| Total | $1,571,808 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $671,624 | CurrentTaxYearAmt |
| Total | $718,670 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,782,386 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,582,973 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2021 AMOUNT: $ 8,729. 2022 AMOUNT: $ 10,555. 2023 AMOUNT: $ 15,550. 2024 AMOUNT: $ 12,212. 2025 AMOUNT: $ 130,022. EMPLOYEE RETENTION TAX CREDITS - 2025 AMOUNT: $ 541,602. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $317,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $289,768 | DepreciationAmt |
| Book Value | $27,936 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $378,452 | OtherCostOrOtherBasisAmt |
| Depreciation | $369,040 | DepreciationAmt |
| Book Value | $9,412 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,395,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,689,850 | DepreciationAmt |
| Book Value | $705,657 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $743,005 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $88,000 |
| RIGHT OF USE ASSET, OPERATING LEASE | $2,399,943 |
| RIGHT OF USE ASSET, FINANCE LEASE | $25,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,513,178 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $2,760,328 |
| FINANCE LEASE LIABILITY | $26,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,786,371 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $15,938,426 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $571,173 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $571,173 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,367,253 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $95,365 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $95,365 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,462,618 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,002,472 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,002,472 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $95,365 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $95,365 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,097,837 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATION TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 H STREET NW SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 521982223 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SUBGRANTS ARE GOVERNED BY FORMAL AGREEMENTS THAT CLEARLY OUTLINE THE RECIPIENT'S ROLE AND RESPONSIBILITIES RELATED TO GRANT FUNDS. ERS MANAGEMENT IS IN REGULAR COMMUNICATION WITH SUBGRANT RECIPIENTS TO ENSURE TERMS OF THE AGREEMENT ARE BEING FOLLOWED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN TRAVERS | ||||||||||||||
| PRESIDENT/MANAGING PARTNER | $277,884 | $0 | $0 | $0 | $0 | $0 | $13,991 | $0 | $21,704 | $0 | $313,579 | $0 | $0 | $0 |
| GREGORY HILLS | ||||||||||||||
| COO/MANAGING PARTNER | $285,560 | $0 | $0 | $0 | $0 | $0 | $9,110 | $0 | $0 | $0 | $294,670 | $0 | $0 | $0 |
| VENTURA RODRIGUEZ | ||||||||||||||
| PARTNER | $245,597 | $0 | $0 | $0 | $0 | $0 | $9,904 | $0 | $0 | $0 | $255,501 | $0 | $0 | $0 |
| ANGELA KING SMITH | ||||||||||||||
| PARTNER | $229,303 | $0 | $0 | $0 | $0 | $0 | $8,747 | $0 | $11,143 | $0 | $249,193 | $0 | $0 | $0 |
| BETTY CHANG | ||||||||||||||
| MANAGING PARTNER | $216,610 | $0 | $0 | $0 | $0 | $0 | $11,218 | $0 | $20,147 | $0 | $247,975 | $0 | $0 | $0 |
| JESSICA E O'CONNOR | ||||||||||||||
| PARTNER | $201,439 | $0 | $0 | $0 | $0 | $0 | $10,778 | $0 | $25,103 | $0 | $237,320 | $0 | $0 | $0 |
| KATHRYN ROY | ||||||||||||||
| CLERK, PARTNER & GEN. COUNSEL | $212,562 | $0 | $0 | $0 | $0 | $0 | $10,588 | $0 | $277 | $0 | $223,427 | $0 | $0 | $0 |
| KAREN H MILES | ||||||||||||||
| CEO/CHAIR | $197,142 | $0 | $0 | $0 | $0 | $0 | $9,444 | $0 | $12,248 | $0 | $218,834 | $0 | $0 | $0 |
| EMILY PARFIT | ||||||||||||||
| PARTNER | $202,784 | $0 | $0 | $0 | $0 | $0 | $10,117 | $0 | $9 | $0 | $212,910 | $0 | $0 | $0 |
| JOSEPH J TRAWICK-SMITH | ||||||||||||||
| PARTNER | $185,870 | $0 | $0 | $0 | $0 | $0 | $7,536 | $0 | $7,512 | $0 | $200,918 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WAS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD PRIOR TO FILING AND WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ON A PERIODIC BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT AND CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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