2023-02-08T16:41:38-06:00 2022-06-30 264532849 PURK & ASSOCIATES PC 1034 SOUTH BRENTWOOD BLVD STE 2000 SAINT LOUIS MO 63117 990 2021-07-01 821838644 THE OPPORTUNITY TRUST D/B/A ZEST EDUCATION OPPO 3143285688 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 3143285688 2023-01-27 1 ERIC SCROGGINS XXX-XX-XXXX JENNAH R PURK CPA P00614610 3148844000 2023-01-27 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X ERIC SCROGGINS 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 10924434 0 X THEOPPORTUNITYTRUST.ORG X 2017 MO THE OPPORTUNITY TRUST INVESTS IN EDUCATORS AND SCHOOL SYSTEMS EAGER TO BUILD THE CAPACITY REQUIRED TO MAKE SIGNIFICANT AND MEASURABLE CHANGE. 8 8 20 0 0 0 7975797 10923312 0 0 1410 1122 0 0 7977207 10924434 3372049 4755802 0 0 1757242 2015240 0 0 7988 2367866 3699159 7497157 10470201 480050 454233 4127437 4217060 249533 0 3877904 4217060 THE OPPORTUNITY TRUST INVESTS IN EDUCATORS AND SCHOOL SYSTEMS EAGER TO BUILD THE CAPACITY REQUIRED TO MAKE SIGNIFICANT AND MEASURABLE CHANGE. 0 0 1910083 1234980 OUR FIRST STRATEGIC PRIORITY IS TO ELEVATE THE VOICES OF THOSE MOST UNDERSERVED BY OUR SCHOOL SYSTEMS AND EMPOWER FAMILIES AND STUDENTS TO DESIGN AND DRIVE CHANGE AS PART OF A BROAD AND DIVERSE COALITION. THIS PROGRAM AIMS TO 1) STRENGTHEN PARENT LEADERSHIP AND ADVOCACY INFRASTRUCTURE BY ORGANIZING AND GROWING NEW NEIGHBORHOOD GROUPS FOCUSED ON LOWEST 5% PERFORMING SCHOOLS IN ST. LOUIS CITY, SEEDING EFFORTS TO CREATE DEMAND IN ST. LOUIS COUNTY, AND IMPROVING CHARTER PERCEPTIONS BY ORGANIZING 10K CHARTER PARENT VOICES VIA STATE CHARTER ASSOCIATION, 2) INCREASING TRUST THROUGH DEVELOPMENT OF COMMUNITY COALITIONS, AND 3) CONTINUE INVESTING IN EARLY STAGE GROWTH OF KEY PARTNERS. 5706556 2822748 OUR SECOND STRATEGIC PRIORITY IS FOCUSED ON INCREASING ACCESS TO WORLD-CLASS SCHOOLS BY GROWING THE CAPACITY OF OUR MOST SUCCESSFUL SCHOOLS, LAUNCHING NEW AND INNOVATIVE SCHOOLS, STRENGTHENING EXISTING SCHOOLS WITH CONDITIONS FOR SUSTAINED SUCCESS, AND HELPING DISTRICTS TO METHODICALLY TRANSFORM THEIR LOWEST PERFORMING SCHOOLS. THIS PROGRAIM AIMS TO 1) DRIVE TOWARD GOAL OF 25% STUDENTS IN QUALITY SEATS BY EXPANDING INVESTMENTS IN NEW SCHOOLS, EXPANDING INVESTMENTS FROM THREE SCHOOLS IN FY21 TO THIRTEEN SCHOOLS IN FY24 AND MAINTAINING INVESTMENTS IN HIGH PERFORMING CHARTERS, 2) CATALYZE SUPPORT FOR DISTRICT AUTONOMOUS MODELS THROUGH COMMUNITY DESIGN AND POST-SECONDARY INTERMEDIARY INITIATIVE, AND 3) EXPLORE PARTNERSHIPS WITH SEVEN COUNTY DISTRICTS REPRESENTING 27K STUDENTS ENROLLED IN LOW-QUALITY SCHOOLS. 2261015 698074 OUR THIRD STRATEGIC PRIORITY IS TO BUILD AN EDUCATION ECOSYSTEM THAT SUPPORTS IMPROVEMENT, INNOVATION, AND EQUITY. THIS PROGRAM'S OBJECTIVES ARE TO 1) MITIGATE HIGH ATTRITION RATES AND DECLINING SUPPLY OF TEACHERS FROM REGIONAL TEACHER PREPARATION PROGRAMS, 2) DEVELOP MORE ROBUST SCHOOL AND BOARD LEADERSHIP SUCCESSION PLANNING AND PIPELINES, 3) LAUNCH NEW EDUCATION-FOCUSED COMMUNICATIONS PLATFORM, 4) BECOME DESTINATION FOR HIGH QUALITY EDUCATION DATA THROUGH INTERNAL RESEARCH AND THROUGH PARTNERSHIPS, AND 5) SHIFT STATE POLICY ADVOCACY TO STRATEGIC PARTNERS. 9877654 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MO X ERIC SCROGGINS 3143285688 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 BISHOP MICHAEL JONES SR DIRECTOR 1.00 X X 0 0 0 JOHN LEMKEMEIER DIRECTOR 1.00 X X 0 0 0 TODD R SCHNUCK DIRECTOR 1.00 X X 0 0 0 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 50.00 X X 347304 0 0 JOHN W KEMPER DIRECTOR 1.00 X X 0 0 0 JESSICA PENA DIRECTOR 1.00 X X 0 0 0 KEITH WILLIAMSON DIRECTOR 1.00 X X 0 0 0 ANTHONY THOMPSON DIRECTOR 1.00 X X 0 0 0 JESSE DIXON PARTNER 50.00 X 170033 0 0 517337 0 0 2 0 1 0 ATTUNED EDUCATION PARTNERS 716 VALLEY ROAD MONTCLAIR NJ 07043 CONSULTING 133163 EDSTRATEGIES LLC 244 LINDEN AVENUE ST LOUIS MO 63105 CONSULTING 112325 2 10923312 90248 10923312 1122 1122 10924434 0 0 1122 X 4600802 4600802 155000 155000 984315 920993 63322 754449 705915 48534 147456 147456 129020 129020 72017 64881 7136 76038 76038 1265536 1165138 100398 30332 9026 20525 781 111704 45197 65439 1068 122895 10064 112817 14 162400 147191 9084 6125 19134 19134 17216 7922 9294 PROGRAM INITIATIVES 1583858 1566054 17804 STIPENDS 161614 161614 RECRUITING 55755 21278 34477 EVENTS 20660 20103 557 10470201 9877654 584559 7988 3775887 4066497 350000 162807 19134 0 143673 1550 6890 4127437 4217060 249533 249533 0 X 3580607 4217060 297297 0 3877904 4217060 4127437 4217060 454233 -115077 0 X X 0 1 X 1 0 X 655500 6343935 7181008 7625797 10923312 32729552 655500 6343935 7181008 7625797 10923312 32729552 32729552 112 844 2450 1410 1122 5938 32735490 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133500 133500 10351311 10484811 674241 168560 0 0 356597 483957 524858 674241 2039653 3059480 117881 229400 196722 133500 677503 89149 120989 131215 168560 509913 764870 12009 600 11409 41185 4877 36308 109613 13657 95956 143673 10923312 0 10923312 1122 1122 10924434 10470201 0 10470201 0 10470201 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 1,122. 1 ATLAS PUBLIC SCHOOLS 4220 DUNCAN AVENUE SUITE 201 ST LOUIS MO 63110 833942865 501(C)(3) 550586 0 REINVENTION BY COMMUNITY BEGINNING FUTURES 2 4981 THRUSH AVENUE ST LOUIS MO 63120 844952085 501(C)(3) 45000 0 REINVENTION BY COMMUNITY CAMELBACK VENTURES 612 ANDREW HIGGINS BLVD NEW ORLEANS LA 70130 463169470 501(C)(3) 30000 0 CAPITAL COLLABORATIVE CITY GARDEN MONTESSORI 1618 TOWER GROVE AVE ST LOUIS MO 63110 431671014 501(C)(3) 410000 0 HIGH PERFORMING EXPANSION HAWTHORN LEADERSHIP SCHOOL FOR GIRLS 1901 NORTH KINGSHIGHWAY BLVD ST LOUIS MO 63113 462334548 501(C)(3) 100000 0 EXISTING SCHOOL IMPROVEMENTS HEALING SONGS 13026 MYSTIC BEND LANE BLACK JACK MO 63033 501(C)(3) 10000 0 REINVENTION BY COMMUNITY IN PURPOSE EDUCATIONAL SERVICES 11933 BRANRIDGE ROAD ST LOUIS MO 63033 831821254 501(C)(3) 25000 0 CHALLENGE GRANT JNB CONSULTING 1613 E 25TH AVENUE DENVER CO 80205 501(C)(3) 24000 0 THE INSPIRATION PROJECT KAIROS ACADEMIES 2315 MIAMI STREET ST LOUIS MO 63118 815408421 501(C)(3) 338000 0 NEW SCHOOLS KIPP ST LOUIS 1310 PAPIN STREET SUITE 203 ST LOUIS MO 63103 010916759 501(C)(3) 202500 0 EXPANSION GRANTS LIFT FOR LIFE ACADEMY 1731 SOUTH BROADWAY ST LOUIS MO 63104 431535886 501(C)(3) 10000 0 EXISTING SCHOOL IMPROVEMENTS MARROW & STALK LLC 12685 DORSETT ROAD 229 MARYLAND HEIGHTS MO 63043 501(C)(3) 10000 0 REINVENTION BY COMMUNITY METRO THEATER COMPANY 3311 WASHINGTON BLVD ST LOUIS MO 63103 237309552 501(C)(3) 10000 0 REINVENTION BY COMMUNITY MOMENTUM ACADEMY 3630 OHIO AVENUE ST LOUIS MO 63118 501(C)(3) 290512 0 COACHING NAMI 1810 CRAIG ROAD 124 ST LOUIS MO 63146 431201653 501(C)(3) 10000 0 REINVENTION BY COMMUNITY NAVIGATE STL SCHOOLS 4220 DUNCAN AVE ST LOUIS MO 63110 842862378 501(C)(3) 690490 0 NAVIGATE STL SCHOOLS NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC DC 20036 205806345 501(C)(3) 250000 0 PARENT LEADERSHIP NORMANDY SCHOOLS COLLABORATIVE 3855 LUCAS AND HUNT ROAD NORMANDY MO 63121 436002548 501(C)(3) 225000 0 SCHOOL EXPANSION PREMIER CHARTER SCHOOL 5279 FYLER AVE ST LOUIS MO 63139 431844448 501(C)(3) 105000 0 HIGH PERFORMING EXPANSION SHOW ME THE WORLD 1920 WEST KALAMAZOO STREET LANSING MI 48915 842427590 501(C)(3) 13000 0 REINVENTION BY COMMUNITY ST LOUIS BLACK AUTHORS OF CHILDREN'S LITERATURE 3934 HARTFORD STREET ST LOUIS MO 63116 501(C)(3) 51500 0 FY22 GRANT ST LOUIS COMMUNITY FOUNDATION 2 OAK KNOLL ST LOUIS MO 63105 501(C)(3) 50000 0 DIGITAL DIVIDE FUND ST LOUIS TEACHER RESIDENCY 3407 S JEFFERSON AVE ST LOUIS MO 63118 301000654 501(C)(3) 250000 0 STL TEACHER RESIDENCY GRANT ST LOUIS UNIVERSITY 3545 LINDELL BLVD ST LOUIS MO 63103 501(C)(3) 119074 0 PRIME CENTER GRANT ST LOUIS VOICES ACADEMY 4220 DUNCAN AVE ST LOUIS MO 63110 501(C)(3) 170900 0 NEW TALENT PIPELINES TEACH FOR AMERICA 5501 DELMAR BLVD SUITE A280 ST LOUIS MO 63112 501(C)(3) 150000 0 PRIMARY GRANT THE LEADERSHIP SCHOOL 3802 KENTUCKY DERBY DRIVE FLORISSANT MO 63034 833692466 501(C)(3) 183200 0 REINVENTION BY COMMUNITY THE SCHOOL DISTRICT OF UNIVERSITY CITY 8136 GROBY ROAD UNIVERSITY CITY MO 63130 436003857 501(C)(3) 200000 0 SCHOOL EXPANSION WEPOWER 4220 DUNCAN AVE ST LOUIS MO 63110 823591958 501(C)(3) 50000 0 PARENT LEADERSHIP 29 0 STIPENDS 21 155000 PART I, LINE 2: MONITORING IS PERFORMED PERIODICALLY THROUGH THE USE OF FEEDBACK REPORTS BY THE GRANTEE ON HOW THE GRANT FUNDING WAS UTILIZED. 1 X X 0 0 0 0 0 0 0 0 0 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 347304 0 0 0 0 0 0 0 0 0 347304 0 0 0 JESSE DIXON PARTNER 170033 0 0 0 0 0 0 0 0 0 170033 0 0 0 X 2 90248 NET PROCEEDS FROM SALE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT AND PRESENTED TO THE CEO OF THE TRUST. THE CEO THEN REVIEWS THE FORM 990, SIGNS, AND FILES. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING-BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT AFFIRMING SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE PRIMARY ACTIVITIES OF THE ORGANIZATION MUST BE TAX-EXEMPT PURPOSED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD DETERMINES THE EXECUTIVE SALARY VIA NATIONAL AND LOCAL BENCHMARK ANALYSES. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES THE FINANCIAL INFORMATION AND POLICIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,165,138. MANAGEMENT AND GENERAL EXPENSES 82,984. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,248,122. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,414. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,414. FORM 990, PART XII, LINE 1 CHANGE IN ACCOUNTING METHOD - THE 2022 FINANCIAL STATEMENTS ARE PREPARED ON THE CASH BASIS OF ACCOUNTING, WHICH IS A BASIS OF ACCOUNTING OTHER THAN US GAAP. THIS CHANGE IN ACCOUNTING POLICY RESULTED IN A DECREASE IN BEGINNING NET ASSETS OF $115,077 FOR THE YEAR ENDED 6/30/2022. FORM 990, PART XII, LINE 2C NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS CHANGED.