2024-11-14T20:59:14-06:00 2023-12-31 861065772 DELOITTE TAX LLP 1001 WOODWARD AVE SUITE 700 DETROIT MI 48226 990 2023-01-01 473044430 STRADA EDUCATION FOUNDATION INC STRA 3178061200 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 LARRY LUTZ PRESIDENT & CEO 3178061200 2024-11-14 1 1 KRISTYN FORSTER P01704059 3133963000 2023 2024-10-15 13:58:12Z STEPHEN MORET 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 631749029 0 X WWW.STRADAEDUCATION.ORG X 2015 DE STRADA EDUCATION FOUNDATION, INC. SUPPORTS PROGRAMS, POLICIES, AND ORGANIZATIONS THAT STRENGTHEN CONNECTIONS BETWEEN EDUCATION AND EMPLOYMENT IN THE U.S. WITH A SPECIAL FOCUS ON HELPING THOSE WHO FACE THE GREATEST CHALLENGES SECURING OPPORTUNITY THROUGH POSTSECONDARY EDUCATION OR TRAINING. 13 12 153 0 2160089 243301 38809930 49441886 0 0 50413730 41188597 382820 641872 89606480 91272355 32589442 26012347 0 0 28611482 34047098 0 0 0 40446427 41067264 101647351 101126709 -12040871 -9854354 1944963967 2098503918 60011532 56138058 1884952435 2042365860 X STRADA EDUCATION FOUNDATION, INC. SUPPORTS PROGRAMS, POLICIES, AND ORGANIZATIONS THAT STRENGTHEN CONNECTIONS BETWEEN EDUCATION AND EMPLOYMENT IN THE U.S. WITH A SPECIAL FOCUS ON HELPING THOSE WHO FACE THE GREATEST CHALLENGES SECURING OPPORTUNITY THROUGH POSTSECONDARY EDUCATION OR TRAINING. 0 0 18982721 0 456757 STRADA EDUCATION FOUNDATION, INC. WAS INCORPORATED AS A 501(C)(3) ORGANIZATION. ADDITIONALLY, STRADA EDUCATION FOUNDATION, INC. IS A 509(A)(3) SUPPORTING ORGANIZATION TO STRADA COLLABORATIVE, INC. AND A CLASS OF OTHER PUBLICLY SUPPORTED ORGANIZATIONS WHOSE PURPOSES AND ACTIVITIES ARE CONSISTENT WITH THE EXEMPT PURPOSES OF STRADA COLLABORATIVE, INC. 26012347 26012347 0 STRADA EDUCATION FOUNDATION, INC. PROVIDES GRANTS TO PUBLIC CHARITIES, INCLUDING POSTSECONDARY EDUCATIONAL INSTITUTIONS, TO PURSUE THE MISSIONS OF ITS SUPPORTED ORGANIZATIONS, INCLUDING RESEARCH AND THE DELIVERY OF SERVICES TO IMPROVE LIVES BY FORGING CLEARER AND MORE PURPOSEFUL PATHWAYS BETWEEN EDUCATION AND EMPLOYMENT. 44995068 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 163 0 1 153 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 13 12 1 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THOMAS R ERTEL 3178061200 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 STEPHEN MORET CEO & PRESIDENT 40.00 0.00 X X 1260958 0 141439 MARLENE COULIS CHAIRMAN 4.00 0.00 X 115954 0 0 GERARD OLINGER BOARD MEMBER 2.00 0.00 X 97000 0 0 MIRIAM STROUSE BOARD MEMBER 2.00 0.00 X 97000 0 0 NICOLE JENKINS BOARD MEMBER 2.00 0.00 X 97000 0 0 SUREEL CHOKSI BOARD MEMBER 2.00 0.00 X 97000 0 0 WADE DYKE BOARD MEMBER 2.00 0.00 X 97000 0 0 WILLIAM NEALE BOARD MEMBER 2.00 0.00 X 85969 0 0 THOMAS MANGAS BOARD MEMBER 2.00 0.00 X 85768 0 0 ERNEST NEWBORN II BOARD MEMBER 2.00 0.00 X 85663 0 0 AMINTA BREAUX BOARD MEMBER 2.00 0.00 X 85000 0 0 ERIK MORENO BOARD MEMBER 2.00 0.00 X 85000 0 0 MICHAEL KING BOARD MEMBER 2.00 0.00 X 85000 0 0 RUTH WATKINS EVP, PRESIDENT POST ED 39.00 1.00 X 920701 0 101396 LARRY LUTZ SEC. (THRU 01/23)/EVP, CORP. DEV. 39.00 1.00 X 647756 0 77394 MICHAEL AUSTIN EVP, CFO & TREASURER 39.00 1.00 X 633422 0 81172 THOMAS DAWSON EVP 1.00 39.00 X 632108 0 77968 RHONDA POWELL EVP GEN COUN & CORP SEC (AS OF 1/23) 38.00 2.00 X 551337 0 57745 GABRIELLA GOMEZ EVP, POL, ADV & COMMS (AS OF 05/23) 40.00 0.00 X 409427 0 663 ARISTIDE COLLINS CHIEF ADMIN. OFFICER (AS OF 08/23) 40.00 0.00 X 339242 0 5597 THOMAS R ERTEL SVP & CAO 40.00 0.00 X 479601 0 39794 LEONARD GURIN SVP, INVESTMENTS 40.00 0.00 X 459120 0 58634 DAVID CLAYTON SVP, CONSUMER INSIGHTS 40.00 0.00 X 518518 0 68562 JESSICA HINKLE SVP, STRATEGIC INVESTMENTS 40.00 0.00 X 493584 0 67592 COURTNEY MCBETH SVP, CHIEF PROGRAM OFFICER 40.00 0.00 X 469568 0 63606 CHRISTOPHER MEYER SVP, STRATEGY & INNOVATION 40.00 0.00 X 422618 0 58787 CHRISTOPHER MICHAEL BORTE VP & CHIEF INFORMATION OFFICER 40.00 0.00 X 353214 0 50199 TERRY HOLLOWAY FORMER OFFICER 1.00 39.00 X 437531 0 63352 DARYL GRAHAM FORMER OFFICER 39.00 1.00 X 416968 0 42555 WILLIAM HANSEN FORMER OFFICER 0.00 0.00 X 282342 0 0 10841369 0 1056455 100 1 1 0 SPITFIRE STRATEGIES LLC 2300 N STREET NW STE 610 WASHINGTON DC 20037 COMMUNICATION SERVICES 525668 TROUTMAN PEPPER HAMILTON SANDERS LL 600 PEACHTREE STREET NE ATLANTA GA 30308 LEGAL SERVICES 503155 ERNST YOUNG LLP PO BOX 640382 PITTSBURGH PA 15264 AUDIT SERVICES 406500 EDUCATION STRATEGY GROUP 4716 DRUMMOND AVENUE CHEVY CHASE MD 20815 CONSULTING SERVICES 378789 RUSSELL REYNOLDS ASSOCIATES PO BOX 1678 CAROL STREAM IL 60132 CONSULTING SERVICES 268896 20 49126886 315000 49441886 51608224 2160089 49448135 185115 0 185115 185115 185115 530057047 540476674 -10419627 -10419627 -10419627 REIMB. FROM AFFILIATES 611710 456757 456757 456757 91272355 456757 2160089 39213623 X 26012347 26012347 8088828 8088828 18938236 6590469 12347767 5551926 1665729 3886197 1468108 460514 1007594 2077195 2077195 584507 584507 15464994 15464994 10629700 6609314 4020386 1965268 52113 1913155 286305 89327 196978 2470489 770792 1699697 2099581 655069 1444512 1490438 603369 887069 1719430 1299811 419619 77937 77937 596838 186214 410624 806751 806751 UBI TAXES 797831 797831 101126709 44995068 56131641 0 54244720 45455840 3063820 2542961 677400 672400 327074 483376 5263408 2941802 2627835 2321606 302816623 338490295 1517017965 1638192109 48771454 58010454 0 15417076 12334877 1944963967 2098503918 21939920 23343848 24513794 20302337 0 16000 13557818 12475873 60011532 56138058 X 1884952435 2042365860 1884952435 2042365860 1944963967 2098503918 X -9854354 207303047 -40035268 X 0 1 X 1 0 X X X 1 STRADA COLLABORATIVE INC 861250084 7 1 3827500 5261338 1 3827500 5261338 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART I, LINE 12G: STRADA EDUCATION FOUNDATION, INC. PROVIDED NON-MONETARY SUPPORT INCLUDING ACCOUNTING, FINANCE, LEGAL, MARKETING, INFORMATION TECHNOLOGY, AND GENERAL MANAGEMENT SUPPORT TO OUR SUPPORTED ORGANIZATION INCLUDING DIRECT COSTS RELATED TO THE COMPLETION OF SUCH ACTIVITIES. SCHEDULE A, PART IV, SECTION A, LINE 6: STRADA EDUCATION FOUNDATION, INC. PROVIDES SUPPORT TO PUBLIC CHARITIES ON BEHALF OF ITS SUPPORTED ORGANIZATION. SUPPORT IS GIVEN TO PUBLIC CHARITIES THAT FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BY PROVIDING GRANTS TO POSTSECONDARY INSTITUTIONS TO PURSUE THE MISSION OF ITS SUPPORTED ORGANIZATION TO EMPOWER ALL LEARNERS BY PROVIDING CRITICAL RESOURCES, EDUCATIONAL SUPPORT, AND CAREER EXPERIENCES LEADING TO EQUITABLE EDUCATION AND EMPLOYMENT PATHWAYS. STRADA EDUCATION FOUNDATION, INC. ADDITIONALLY PROVIDED LIMITED MATCHING GRANT SUPPORT TO POSTSECONDARY EDUCATIONAL INSTITUTIONS AND OTHER PUBLIC CHARITIES TO WHICH ITS EMPLOYEES AND OTHER PUBLIC CHARITIES TO WHICH ITS EMPLOYEES AND TRUSTEES ALSO DESIGNATED SUPPORT, AS WELL AS GRANT FUNDING TO PUBLIC CHARITIES OPERATING TO SUPPORT COMMUNITY SUPPORT NETWORKS AND VULNERABLE POPULATIONS IN THE COMMUNITIES WHERE STRADA EDUCATION FOUNDATION, INC. MAINTAINS OPERATIONS. SCHEDULE A, PART IV, SECTION C, LINE 1: STRADA EDUCATION FOUNDATION, INC. IS THE SUPPORTING ORGANIZATION OF STRADA COLLABORATIVE, INC. STRADA EDUCATION FOUNDATION, INC. IS ORGANIZED TO OPERATE FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATION. THE BOARD OF STRADA EDUCATION FOUNDATION, INC. IS SOLELY RESPONSIBLE FOR THE ELECTION OF THE BOARD OF TRUSTEES OF STRADA COLLABORATIVE, INC., WHO THEN ELECT THE OFFICERS OF THE SUPPORTED ORGANIZATION. THE MAJORITY OF THE BOARDS OF STRADA COLLABORATIVE, INC. CONSIST OF TRUSTEES OF STRADA EDUCATION FOUNDATION, INC., INCLUDING A MAJORITY OF THE OFFICERS OF STRADA EDUCATION FOUNDATION, INC. THIS OVERLAP ENSURES A CLOSE AND CONTINUOUS WORKING RELATIONSHIP BETWEEN THE ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2500272 1106303 1393969 2763136 1835499 927637 2321606 FIXED INCOME: CORPORATE BONDS 109869052 F FIXED INCOME: MUNICIPAL BONDS 35643146 F EQUITY SECURITIES 256977722 F DIRECT INVESTMENTS - EQUITY 55539345 F DIRECT INVESTMENTS - DEBT 29101024 F PRIVATE EQUITY FUNDS 693766956 F PRIVATE CREDIT FUNDS 63002534 F PRIVATE REAL ASSETS/ALTERNATIVES/POOLED ACCOUNTS 394292330 F 1638192109 DUE TO AFFILIATE 2264384 RIGHT OF USE LIABILITY - LEASES 10211489 12475873 X PART X, LINE 2: PER THE CONSOLIDATED FINANCIAL STATEMENTS OF STRADA EDUCATION FOUNDATION, INC., "STRADA ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES ON A MORE-LIKELY-THAN-NOT CRITERION BASED ON THE POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE WERE NO UNCERTAINTIES THAT REQUIRE RECOGNITION OR DISCLOSURE AS OF DECEMBER 31, 2023 OR 2022." 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STRADA EDUCATION FOUNDATION, INC. MONITORS THE USE OF GRANT FUNDS BY REQUIRING THE GRANTEE TO SEND IN A FINAL ACCOUNTING REPORT DESCRIBING HOW THE FUNDS WERE USED. THIS REPORT WILL INCLUDE ACTUAL EXPENSES THAT WOULD BE COMPARED TO THE BUDGET SENT IN WITH THE ORGINAL GRANT REQUEST. IN ADDITION, PROGRAM OFFICERS PERFORM SITE VISITS OR ATTEND EVENTS THAT STRADA EDUCATION FOUNDATION, INC. HAS SPONSORED. X X 1 1 X X X X X 1 1 0 0 0 0 0 1 0 STEPHEN MORET CEO & PRESIDENT 550903 0 474938 0 235117 0 97773 0 43666 0 1402397 0 0 0 RUTH WATKINS EVP, PRESIDENT POST ED 527853 0 365740 0 27108 0 67350 0 34046 0 1022097 0 0 0 LARRY LUTZ SEC. (THRU 01/23)/EVP, CORP. DEV. 379273 0 209286 0 59197 0 36778 0 40616 0 725150 0 0 0 MICHAEL AUSTIN EVP, CFO & TREASURER 378523 0 202793 0 52106 0 37671 0 43501 0 714594 0 0 0 THOMAS DAWSON EVP 381761 0 207735 0 42612 0 34202 0 43766 0 710076 0 0 0 RHONDA POWELL EVP GEN COUN & CORP SEC (AS OF 1/23) 367239 0 160000 0 24098 0 31037 0 26708 0 609082 0 0 0 DAVID CLAYTON SVP, CONSUMER INSIGHTS 317243 0 163193 0 38082 0 26146 0 42416 0 587080 0 0 0 JESSICA HINKLE SVP, STRATEGIC INVESTMENTS 301979 0 155011 0 36594 0 23926 0 43666 0 561176 0 0 0 COURTNEY MCBETH SVP, CHIEF PROGRAM OFFICER 295188 0 149988 0 24392 0 22490 0 41116 0 533174 0 0 0 THOMAS R ERTEL SVP & CAO 297590 0 148701 0 33310 0 22586 0 17208 0 519395 0 0 0 LEONARD GURIN SVP, INVESTMENTS 284545 0 147002 0 27573 0 21604 0 37030 0 517754 0 0 0 TERRY HOLLOWAY FORMER OFFICER 267776 0 137250 0 32505 0 18994 0 44358 0 500883 0 0 0 CHRISTOPHER MEYER SVP, STRATEGY & INNOVATION 258039 0 138950 0 25629 0 17671 0 41116 0 481405 0 0 0 DARYL GRAHAM FORMER OFFICER 260223 0 131766 0 24979 0 16959 0 25596 0 459523 0 0 0 GABRIELLA GOMEZ EVP, POL, ADV & COMMS (AS OF 05/23) 286058 0 100000 0 23369 0 663 0 0 0 410090 0 0 0 CHRISTOPHER MICHAEL BORTE VP & CHIEF INFORMATION OFFICER 194080 0 56067 0 103067 0 10272 0 39927 0 403413 0 0 0 ARISTIDE COLLINS CHIEF ADMIN. OFFICER (AS OF 08/23) 169670 0 150000 0 19572 0 0 0 5597 0 344839 0 0 0 WILLIAM HANSEN FORMER OFFICER 0 0 0 0 282342 0 0 0 0 0 282342 0 282342 0 PART I, LINE 1A 1. FIRST CLASS TRAVEL - FIRST CLASS TRAVEL IS APPROVED FOR ALL TRUSTEES IF THE FLIGHT IS MORE THAN 2 HOURS IN DURATION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. THIS NON-TAXABLE BUSINESS EXPENSE IS NOT TREATED AS ADDITIONAL TAXABLE COMPENSATION TO THE TRUSTEE. DURING 2023, SIX TRUSTEES TRAVELED ONE OR MORE TIMES AS A FIRST CLASS PASSENGER. FIRST CLASS TRAVEL IS APPROVED FOR EMPLOYEES, AT THE DISCRETION OF THE CEO, TYPICALLY WHEN A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. DURING 2023, ONE OFFICER TRAVELED AS A FIRST CLASS PASSENGER DUE TO MEDICAL REASONS. 2. HEALTH OR SOCIAL CLUB DUES - STRADA EDUCATION FOUNDATION, INC. REIMBURSES ALL FULL TIME EMPLOYEES INCLUDING OFFICERS UP TO A MAXIMUM OF $250 PER CALENDAR YEAR FOR THE COST OF (I) EXERCISE EQUIPMENT PURCHASED DURING THE APPLICABLE CALENDAR YEAR AND/OR (II) A HEALTH OR FITNESS CLUB MEMBERSHIP. ALL REIMBURSEMENTS ARE CONSIDERED TAXABLE INCOME TO THE EMPLOYEE. DURING 2023, THREE OFFICERS, ONE FORMER OFFICER, TWO KEY EMPLOYEES, AND TWO HIGHEST COMPENSATED EMPLOYEES RECEIVED REIMBURSEMENT FOR HEALTH OR SOCIAL CLUB DUES. PART I, LINE 4A: UNDER A VOLUNTARY TERMINATION AGREEMENT ENTERED INTO BY THE EMPLOYEE AND THE ORGANIZATION OR UPON A QUALIFYING TERMINATION DEFINED AS AN INVOLUNTARY SEPARATION FROM SERVICE OTHER THAN FOR CAUSE, THE EMPLOYEE IS ENTITLED TO SEVERANCE PAY BASED UPON YEARS OF SERVICE. THE TERMS AND CONDITIONS TO RECEIVE SEVERANCE PAYMENTS REQUIRE THE EMPLOYEE TO SIGN A RELEASE OF CLAIMS FORM THAT COVERS ALL SITUATIONS SURROUNDING THE EMPLOYEE'S EMPLOYMENT AND SEPARATION FROM STRADA EDUCATION FOUNDATION, INC. A SEVERANCE PAYMENT WAS MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: WILLIAM HANSEN - $282,342 CHRISTOPHER MICHAEL BORTE - $57,412 PART I, LINE 4B: ELIGIBLE EMPLOYEES PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER CODE SECTION 457(F). ANY AMOUNTS ULTIMATELY PAID UNDER THE PLAN TO AN ELIGIBLE EMPLOYEE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. PAYMENTS UNDER THE 457(F) PLAN WERE MADE DURING CALENDAR YEAR 2023 TO THE FOLLOWING LISTED PERSONS IN PART VII: MICHAEL AUSTIN - $6,598 DAVID CLAYTON - $8,808 THOMAS DAWSON - $19,286 THOMAS R. ERTEL - $7,606 DARYL GRAHAM - $812 LEONARD GURIN - $2,582 JESSICA HINKLE - $7,779 TERRY HOLLOWAY - $838 LARRY LUTZ - $22,211 PART I, LINE 7: ALL OFFICERS AND ALL EMPLOYEES OF THE COMPANY PARTICIPATE IN THE "EMPLOYEE INCENTIVE PLAN." ANNUAL PAYMENTS ARE BASED ON OVERALL CORPORATE PERFORMANCE IN THE ACCOMPLISHMENT OF THE CORPORATE OBJECTIVES, AS EVALUATED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, AND INDIVIDUAL PERFORMANCE. THE AMOUNT OF THE PAYMENT IS A PERCENTAGE OF ANNUAL SALARY, VARYING BY THE SALARY GRADE OF THE INDIVIDUAL POSITION. THE CHIEF EXECUTIVE OFFICER, EXECUTIVE VICE PRESIDENTS, AND SENIOR VICE PRESIDENTS OF THE COMPANY PARTICIPATE IN THE "EMPLOYEE INCENTIVE PLAN." ANNUAL PAYMENTS ARE BASED ON OVERALL CORPORATE PERFORMANCE IN THE ACCOMPLISHMENT OF THE CORPORATE OBJECTIVES, AS EVALUATED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE AMOUNT OF THE PAYMENT IS A PERCENTAGE OF ANNUAL SALARY, VARYING BY THE SALARY GRADE OF THE INDIVIDUAL POSITION. FORM 990, PART VI, SECTION A, LINE 2 PERSONS LISTED IN PART VII MAY HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON RELATED STRADA EDUCATION FOUNDATION, INC. BOARDS BY VIRTUE OF THEIR EMPLOYMENT WITH RELATED STRADA EDUCATION FOUNDATION, INC. ENTITIES. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE AUGUST 22, 2023, STRADA EDUCATION FOUNDATION, INC. AMENDED ITS ARTICLES OF INCORPORATION TO CHANGE ITS NAME FROM STRADA EDUCATION NETWORK, INC. TO STRADA EDUCATION FOUNDATION, INC. (PREVIOUSLY CHANGED WITH THE IRS). FORM 990, PART VI, SECTION A, LINE 6 AS A DELAWARE NON-PROFIT ORGANIZATION, THIS CORPORATION HAS INDIVIDUALS AS ITS MEMBERS THAT SERVE AS ITS BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 IS PREPARED BY THE COMPANY, WITH ASSISTANCE FROM THE EXTERNAL TAX ACCOUNTING FIRM, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. AFTER THE FINANCE AND AUDIT COMMITTEE HAS COMPLETED THEIR REVIEW, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE FULL BOARD IN ADVANCE OF THE FORM BEING FILED WITH THE IRS, ALLOWING TIME FOR REVIEW AND COMMENT BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, A CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY ALL EMPLOYEES. THE PURPOSE OF THE QUESTIONNAIRE IS TO SOLICIT INFORMATION ABOUT RELATIONSHIPS THAT MAY CONSTITUTE A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER OF THE BOARD OF TRUSTEES SIGNS AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT DISCLOSES ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SET FORTH IN THE APPROVED CONFLICT OF INTEREST POLICY FOR TRUSTEES. TRUSTEES VERBALLY UPDATE AND CONFIRM THE ACCURACY OF THEIR ANNUAL WRITTEN CONFLICT OF INTEREST DISCLOSURES DURING EACH QUARTERLY BOARD MEETING. THE DISCLOSURE STATEMENTS ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES OR ANY COMMITTEE, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE CHAIR OF THE COMMITTEE, AND SUCH PERSON SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING THE CONFLICT SHALL LEAVE THE ROOM IN WHICH THE MEETING IS HELD AND NOT PARTICIPATE IN THE FINAL DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. A TRUSTEE SHALL ADVISE THE CHAIR OF THE GOVERNANCE COMMITTEE AND THE CORPORATE SECRETARY IN WRITING OF ANY POTENTIAL CONFLICTS OF INTEREST WHICH ARISE AFTER SIGNING THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATIONS OF STRADA EDUCATION FOUNDATION, INC.'S CEO AND THE OTHER OFFICERS FOR CALENDAR YEAR 2023 WERE MADE BY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WHOSE MEMBERS HAVE NO CONFLICT OF INTEREST WITHIN THE MEANING OF TREAS. REG. 53.4958-6(C)(1)(III). THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION PHILOSOPHY, AND WITH COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO AND ALL OTHER OFFICERS, AND DETERMINES IN ADVANCE THE REASONABLENESS OF COMPENSATION PAID TO AND BENEFITS PROVIDED TO SUCH INDIVIDUALS. AS PART OF THE ANNUAL PERFORMANCE EVALUATION, THE COMPENSATION COMMITTEE SOLICITS THE VIEWS OF THE CHAIRS OF THE OTHER BOARD COMMITTEES. THE DETERMINATIONS MADE AND THE BASIS OF SUCH DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITTEN MINUTES. FINAL DETERMINATIONS ARE REPORTED TO THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ANY DOCUMENT OPEN TO PUBLIC INSPECTION AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G INTERCOMPANY SERVICES/GOODS EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 666,099. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 666,099. MISCELLANEOUS PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,609,314. MANAGEMENT AND GENERAL EXPENSES 3,103,737. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,713,051. CONTRACT LABOR - TIME: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 250,550. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250,550. FORM 990, PART XI, LINE 9: RETIREE HEALTH BENEFIT ADJUSTMENT (FAS158) -147,382. NET ASSET ADJUSTMENT FOR STRADA IDAHO HOLDINGS 9,239,000. TRANSFER OF ASSETS, LIABILITIES & NET ASSETS TO STRADA COLLABORATIVE, LLC -49,126,886. 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