2025-04-03T15:07:58-05:00 2024-08-31 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2023-09-01 061576405 EL EDUCATION INC ELED 2122394455 247 W 35TH STREET 8TH FLOOR NEW YORK NY 10001 SHERMAN CARTER CFO 2122394455 2025-04-03 1 0 MARQUS WHITE P00053187 9734726250 2025-04-01 2023 2025-03-06 01:10:19Z SHERMAN CARTER 247 W 35TH STREET 8TH FLOOR NEW YORK NY 10001 31502842 0 X WWW.ELEDUCATION.ORG X 2000 NY EL EDUCATION IS A LEADING K-12 NONPROFIT HELPING TO BUILD GREAT SCHOOLS IN DIVERSE COMMUNITIESACROSS AMERICA, FOCUSING ON A THREE-DIMENSIONAL VISION OF STUDENT ACHIEVEMENT THAT INCLUDES MASTERY OF KNOWLEDGE AND SKILLS, CHARACTER, AND HIGH-QUALITY STUDENT WORK. EL EDUCATION IS TRANSFORMING CLASSROOMS THROUGH ITS PUBLIC SCHOOL PARTNERSHIPS AND NATIONALLY RECOGNIZED RESOURCES, INCLUDING ITS LITERACY CURRICULUM, VIDEOS, AND BOOKS. 19 18 283 18 0 0 5942848 4906439 36203088 25947809 448849 431538 82402 65616 42677187 31351402 0 0 0 0 27695399 30441854 0 0 1521448 17898266 16307033 45593665 46748887 -2916478 -15397485 35291647 20880222 5925645 6602880 29366002 14277342 X EL EDUCATION IS A LEADING K-12 NONPROFIT HELPING TO BUILD GREAT SCHOOLS IN DIVERSE COMMUNITIES ACROSS AMERICA, FOCUSING ON A THREE-DIMENSIONAL VISION OF STUDENT ACHIEVEMENT THAT INCLUDES MASTERY OF KNOWLEDGE AND SKILLS, CHARACTER, AND HIGH-QUALITY STUDENT WORK. EL EDUCATION IS TRANSFORMING CLASSROOMS THROUGH ITS PUBLIC-SCHOOL PARTNERSHIPS AND NATIONALLY RECOGNIZED RESOURCES, INCLUDING ITS LITERACY CURRICULUM, VIDEOS, AND BOOKS. 0 0 12335878 7595218 CURRICULUM DESIGN & PRODUCTION:CREATION OF NEW AND REVISED LESSON PLANS AND SUPPORT DOCUMENTATION FORGRADES K-8. 11913736 10905996 SCHOOL CONTRACTS:OUR NATIONAL NETWORK PARTNERS IMPLEMENT RESEARCH-BASED PRACTICES THAT MAKE UP THE EL EDUCATION MODEL. THESE PRACTICES ADDRESS EVERY ASPECT OF A SCHOOL'S INSTRUCTIONAL PROGRAM, CULTURE, AND LEADERSHIP. IT'S A COMPREHENSIVE APPROACH THAT FOSTERS COHESION, CONSISTENCY, AND A COMMON VISION. OUR NETWORK PARTNERS ENGAGE IN MULTI-YEAR EL PARTNERSHIPS DESIGNED TO PERMANENTLY SHIFT INSTRUCTION, ASSESSMENT, AND SCHOOL CULTURE. THESE PARTNERSHIPS PROVIDE TARGETED PROFESSIONAL DEVELOPMENT FOR BOTH TEACHERS AND LEADERS, WITH PERSONALIZED COACHING AND LASTING SCHOOL STRUCTURES. 6006828 6091783 CURRICULUM DELIVERY:EL EDUCATION ALSO ENGAGES IN PROFESSIONAL DEVELOPMENT PARTNERSHIPS WITH SCHOOLS, DISTRICTS AND STATES IN IMPLEMENTATION OF OUR TOP-RATED ENGLISH LANGUAGE ARTS CURRICULUM. THROUGH INTEGRATION OF OUR TEACHER-DEVELOPED CURRICULUM, HIGH QUALITY PROFESSIONAL LEARNING AND ON-THE-GROUND COACHING SERVICES, OUR PARTNERSHIPS TRANSFORM TEACHER PRACTICE AND IMPROVE STUDENT ACHIEVEMENT. 2214510 1354812 INSTITUTES & SEMINARS 2556834 VIDEO PRODUCTION, CREW CURRICULUM BOOK, RESEARCH, SCHOOL INITIATIVES 167548 SCOTT HARTL & ASSISTANT 4938892 1354812 35195334 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 274 0 1 283 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 AZ AL DE CA CO CT DC FL GA IN IL KS LA MA MD ME MI MN NJ NC ND NH WY NY OH OK OR PA TX SC TN UT VA WA WI WV X ANDREW DEMERS 2122394455 247 W 35TH STREET 8TH FLOOR NEW YORK NY 10001 R BRUCE RICH CHAIRPERSON 1.00 X X 0 0 0 TRACEY RIESE VICE CHAIRPERSON 1.00 X X 0 0 0 TODD GOMEZ TREASURER 1.00 X X 0 0 0 JEWELLE BICKFORD DIRECTOR 1.00 X 0 0 0 JEAN-CLAUDE BRIZARD DIRECTOR 1.00 X 0 0 0 SUSAN WOLF DITKOFF DIRECTOR 1.00 X 0 0 0 CARL S EVANDER DIRECTOR 1.00 X 0 0 0 CAMILLE A FARRINGTON DIRECTOR 1.00 X 0 0 0 ALLEN GROSSMAN DIRECTOR 1.00 X 0 0 0 ALFRED ZOLLAR DIRECTOR 1.00 X 0 0 0 IRWIN W SILVERBERG DIRECTOR 1.00 X 0 0 0 ALEXANDRA BUCKLEY VORIS DIRECTOR 1.00 X 0 0 0 HARRIET L WEISSMAN DIRECTOR 1.00 X 0 0 0 SUSAN J WILEN DIRECTOR 1.00 X 0 0 0 VIRGINIA HILL WORDEN DIRECTOR 1.00 X 0 0 0 JOANNE K ZIESING DIRECTOR 1.00 X 0 0 0 MARK PENSKE DIRECTOR 1.00 X 0 0 0 NICK RODRIGUEZ DIRECTOR 1.00 X 0 0 0 DAVID SCOTT HARTL PRESIDENT/CEO 40.00 X X 429398 0 37469 SHERMAN CARTER CHIEF FINANCIAL OFFICER 40.00 X 229880 0 1523 MEGHAN MCCORMICK SECRETARY / MANGAING DIREC 40.00 X 173785 0 29431 TONYA HORTON CHIEF OPERATING OFFICER 40.00 X 252333 0 13526 CORINNE SCHOLES SECRETARY / CHIEF OF STAFF 8.00 X 33078 0 2784 RON BERGER SENIOR ADVISOR, TEACHING & 40.00 X 188842 0 22767 LYNNETTE BRENT CHIEF PRODUCT 40.00 X 231045 0 22656 CHRISTINA BROWN CHIEF PARTNERSHIP OFFICER 40.00 X 244328 0 14006 ANDREW DEMERS MANAGING DIR ACCOUNTING & 40.00 X 167716 0 37887 DERRICK ALLEN JOHNSON CHIEF OF STAFF 17.00 X 148705 0 5617 REBECCA GOSSELIN MANAGING DIR GROWTH 40.00 X 198598 0 11142 NATALIE TAYLOR MANAGING DIR LEARNING 40.00 X 191231 0 21698 KATHYRN KLOPP MANAGING DIR CREATIVE 40.00 X 210917 0 15288 SHANTA LIGHTFOOT MANAGING DIR PARTNERSHIPS 40.00 X 163292 0 17915 DEEPA PATEL MANAGING DIR RESEARCH 40.00 X 159650 0 8864 3022798 0 262573 92 0 1 0 SCRIBECONCEPTS 1508 MAYMONT COURT CHARLOTTESVILLE VA 22902 CURRICULUM MARKETING/DISTRIBUTION 1798828 TYPECODE LLC 20 JAY ST SUITE 924 BROOKLYN NY 11201 WEBSITE DESIGN & DEVELOPMENT 767023 HELIX SYSTEMS INC 260 WEST 36TH STREET NEW YORK NY 10018 IT SUPPORT MANAGEMENT 357565 WINDWARD HUMAN CAPITAL MNAGEMENT LLC 1 WINDWARD DRIVE MORRISTOWN NJ 07960 HR CONSULTANT 270750 BERLIN ROSEN LLC 15 MAIDEN LANE SUITE 1600 NEW YORK NY 10038 PUBLIC RELATIONS & DIGITAL STRATEGY 263685 25 4906439 1221270 4906439 SCHOOL CONSULTING AND PRODUCT REV 900099 25947809 25947809 25947809 454313 454313 128665 151440 -22775 -22775 -22775 OTHER INCOME 900099 65616 65616 65616 31351402 25947809 0 497154 X 2300568 664817 1282875 352876 22860916 17826532 4396313 638071 664359 511685 131781 20893 2706940 1905411 687240 114289 1909071 1412251 430080 66740 545002 185079 326121 33802 110541 110541 59506 59506 9594678 7631929 1830287 132462 437741 323551 97497 16693 2814498 2470498 295197 48803 1421854 1325717 55713 40424 139165 102862 30996 5307 MISCELLANEOUS 912346 674361 203192 34793 BOOKS PROFESSIONAL DEVE 219054 160641 42118 16295 BAD DEBT EXPENSE 52648 52648 46748887 35195334 10032105 1521448 5588750 1987517 9033269 9630135 3210048 397000 13181021 4664624 986104 684727 1692815 1541677 227104 151138 3065351 3365081 35291647 20880222 3034429 3082912 2891216 1995416 1500000 0 24552 5925645 6602880 X 23213793 10245397 6152209 4031945 29366002 14277342 35291647 20880222 X -15397485 364267 -55442 X 0 1 X 1 0 X 3028817 12445700 17660579 5942847 4906439 43984382 3028817 12445700 17660579 5942847 4906439 43984382 13366024 30618358 238914 122829 319948 470274 454313 1606278 116428 36372 54671 82402 65616 355489 45946149 123054371 0.66640 0.68470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2568404 420069 2988473 2280462 287942 2568404 2988473 -708011 2280462 2988473 554931 554931 2988473 2988473 136955 136955 2988473 0.33000 0.67000 0 0 277836 277836 0 1306728 1155590 151138 108251 108251 0 151138 OTHER LIABILITIES 24552 24552 X 31715669 364267 364267 31351402 0 31351402 46804329 55442 55442 46748887 0 46748887 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND NEW YORK STATE NOT-FOR-PROFIT CORPORATION LAW, RESPECTIVELY, AND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT HAS DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT THE STATEMENT OF FINANCIAL POSITION DATE AND NO INTEREST OR PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS HAVE BEEN RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION TIMELY FILES FEDERAL FORM 990 ANNUALLY AND NEW YORK STATE ANNUAL REPORTS AS REQUIRED. THE ORGANIZATION'S FILING YEARS PRIOR TO AUGUST 31, 2020 ARE NO LONGER SUBJECT TO EXAMINATION. NO RETURNS OR REGISTRATIONS ARE PRESENTLY UNDER EXAMINATION BY THE RELEVANT AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ALLOWANCE 55,442. SCHEDULE D, PAGE 2, PART V , QUESTION 4 THE ORGANIZATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED TO PROVIDE FINANCIAL SUPPORT TO THE OPERATIONS OF THE ORGANIZATION. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS INTERPRETED THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("NYPMIFA") AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE ORGANIZATION CLASSIFIES THOSE NET ASSETS WITH DONOR RESTRICTIONS THAT ARE PERPETUAL IN NATURE AS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN NET ASSETS WITH DONOR RESTRICTIONS THAT ARE PERPETUAL IN NATURE IS CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS THAT ARE TEMPORARY IN NATURE UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ORGANIZATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY NYPMIFA. IN ACCORDANCE WITH NYPMIFA, THE ORGANIZATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: (1) THE DURATION AND PRESERVATION OF THE FUND (2) THE PURPOSES OF THE ORGANIZATION AND THE DONOR-RESTRICTED ENDOWMENT FUND (3) GENERAL ECONOMIC CONDITIONS (4) THE POSSIBLE EFFECT OF INFLATION AND DEFLATION (5) THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS (6) OTHER RESOURCES OF THE ORGANIZATION (7) THE INVESTMENT POLICIES OF THE ORGANIZATION X X X 1 0 0 0 0 0 0 0 0 DAVID SCOTT HARTL PRESIDENT/CEO 377398 0 52000 0 0 0 35500 0 1969 0 466867 0 0 0 SHERMAN CARTER CHIEF FINANCIAL OFFICER 225380 0 4500 0 0 0 0 0 1523 0 231403 0 0 0 MEGHAN MCCORMICK SECRETARY / MANGAING DIREC 169285 0 4500 0 0 0 0 0 29431 0 203216 0 0 0 TONYA HORTON CHIEF OPERATING OFFICER 225062 0 27271 0 0 0 4325 0 9201 0 265859 0 0 0 RON BERGER SENIOR ADVISOR, TEACHING & 184342 0 4500 0 0 0 9099 0 13668 0 211609 0 0 0 LYNNETTE BRENT CHIEF PRODUCT 227610 0 3435 0 0 0 11566 0 11090 0 253701 0 0 0 CHRISTINA BROWN CHIEF PARTNERSHIP OFFICER 239828 0 4500 0 0 0 11758 0 2248 0 258334 0 0 0 ANDREW DEMERS MANAGING DIR ACCOUNTING & 163216 0 4500 0 0 0 8510 0 29377 0 205603 0 0 0 DERRICK ALLEN JOHNSON CHIEF OF STAFF 147843 0 862 0 0 0 0 0 5617 0 154322 0 0 0 REBECCA GOSSELIN MANAGING DIR GROWTH 194098 0 4500 0 0 0 9930 0 1212 0 209740 0 0 0 NATALIE TAYLOR MANAGING DIR LEARNING 180731 0 10500 0 0 0 0 0 21698 0 212929 0 0 0 KATHYRN KLOPP MANAGING DIR CREATIVE 206417 0 4500 0 0 0 4425 0 10863 0 226205 0 0 0 SHANTA LIGHTFOOT MANAGING DIR PARTNERSHIPS 158792 0 4500 0 0 0 7200 0 10715 0 181207 0 0 0 DEEPA PATEL MANAGING DIR RESEARCH 150000 0 9650 0 0 0 7545 0 1319 0 168514 0 0 0 PART I, LINE 4A KATHRYN KLOPP RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $27,832.00 ON 12/29/2023 AND 1/12/2024. REBECCA GOSSELIN RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $25,880.00 ON 12/29/2023 AND 1/12/2024. X 7 1221270 FMV 0 1 1 FORM 990, PART VI, SECTION A, LINE 8B ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS THE MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN DURING THE YEAR BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WILL BE DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW PRIOR TO THE SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION: UPON HIRE ALL EMPLOYEES SIGN DISCLOSURE STATEMENTS DESCRIBING ANY OUTSIDE ACTIVITIES. STATEMENTS OF DISCLOSURE ARE REVIEWED BY THE COO AND IF THERE IS ANY POTENTIAL/REAL CONFLICT IT IS RAISED TO THE PRESIDENT. ANY ISSUES WITH CONFLICT OF INTEREST IS PRESENTED TO THE ADMINISTRATIVE TEAM OR BOARD OF TRUSTEES FOR RESOLUTION. EFFECTIVE 7/01/21, DISCLOSURES ARE ALSO REVIEWED BY HR. FORM 990, PART VI, SECTION B, LINE 15A SALARY COMPENSATION IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN DETERMINING COMPENSATION, THE EXECUTIVE COMMITTEE WILL REFER TO PUBLISHED SALARY SURVEYS AND INDEPENDENT RESEARCH AS DEEMED NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 CURRENTLY THE 990 IS MADE AVAILABLE THROUGH CHARITY NAVIGATOR AND GUIDESTAR WEBSITES. THE ANNUAL AUDIT IS ON THE EL EDUCATION WEBSITE. DONORS ARE PROVIDED HARD COPIES UPON REQUEST. FORM 990, PART IX, LINE 11G WEBSITE & IT SERVICES: PROGRAM SERVICE EXPENSES 1,284,188. MANAGEMENT AND GENERAL EXPENSES 1,075,116. FUNDRAISING EXPENSES 1,958. TOTAL EXPENSES 2,361,262. OTHER (SCHOOL SUBSIDY, STIPENDS & HONORARIUMS): PROGRAM SERVICE EXPENSES 1,105,205. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,110,205. OTHER (WRITERS, COPY EDITORS, PROOFREADERS, CONTENT MANAGERS, DESIGN): PROGRAM SERVICE EXPENSES 3,481,374. MANAGEMENT AND GENERAL EXPENSES 38,087. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,519,461. OTHER (SCHOOL COACHES/FACILITATORS/TRAINERS): PROGRAM SERVICE EXPENSES 692,110. MANAGEMENT AND GENERAL EXPENSES 204,531. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 896,641. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 1,069,052. MANAGEMENT AND GENERAL EXPENSES 507,553. FUNDRAISING EXPENSES 130,504. TOTAL EXPENSES 1,707,109. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE -55,442.