2023-08-23T18:44:00-05:00 2022-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 302 WESTBOROUGH MA 01581 990 2022-01-01 201978102 EDUCATION RESOURCE STRATEGIES INC EDUC 6176078000 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 KAREN BAROODY PARTNER AND MANAGING DIRECTOR 6176078000 2023-08-23 1 KAREN BAROODY 999009999 0 SANDRA M BROWN CPA P01614103 5088717178 2023-08-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAREN BAROODY 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 15547050 0 X WWW.ERSTRATEGIES.ORG X 2005 MA DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING. 8 8 91 0 0 0 4480649 4166659 5299715 7150603 310259 -4614 8729 57733 10099352 11370381 200000 50000 0 0 7649533 9664930 0 0 322513 2718633 3643657 10568166 13358587 -468814 -1988206 16861900 18474705 1035414 6036249 15826486 12438456 X ERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING. 0 0 8897922 50000 6888103 CONSULTING:ERS' GOAL IS TO CHANGE THE WAY TIME, PEOPLE AND MONEY ARE USED IN URBAN EDUCATION SO THAT ALL STUDENTS RECEIVE THE SUPPORT THEY NEED TO SUCCEED. WE WORK WITH LARGE URBAN SCHOOL SYSTEMS TO TRANSFORM THEIR RESOURCE USE TO DRAMATICALLY IMPROVE STUDENT LEARNING. ERS HAS DEVELOPED A VISION FOR HOW SCHOOLS CAN STRATEGICALLY MANAGE THEIR RESOURCES TO SUPPORT STUDENTS, AND HOW SCHOOL SYSTEMS CAN ORGANIZE TO SUPPORT SCHOOLS IN THESE EFFORTS. WE WORK HAND-IN-HAND WITH DISTRICTS TO IMPLEMENT SOLUTIONS THAT ENABLE SCHOOL SYSTEMS TO REALIZE THIS TRANSFORMATION. IN ADDITION, WE HAVE BEGUN WORKING WITH STATES AROUND ON HOW THEY CAN SUPPORT THEIR DISTRICTS IN TRANSFORMATION. 2218488 273055 FIELD BUILDINGKNOWLEDGE AND RESEARCH:ERS IS THE ONLY ORGANIZATION WITH MORE THAN 10 YEARS' EXPERIENCE WORKING WITH THE LARGEST URBAN SCHOOL SYSTEMS IN THE COUNTRY IN THE AREA OF STRATEGIC RESOURCE ALLOCATION. WE HAVE WORKED WITH MORE THAN 20 SCHOOL SYSTEMS NATIONWIDE TO INTRODUCE INNOVATIVE AND EFFECTIVE SOLUTIONS. ERS IS COMMITTED TO DISSEMINATING THE KNOWLEDGE GAINED FROM OUR EXPERIENCE AND RESEARCH BY PROVIDING INFORMATION DIRECTLY TO DISTRICT LEADERS, PARTNERING WITH NATIONAL ORGANIZATIONS TO GET THE WORD OUT, AND CONVENING THOUGHT LEADERS AND PRACTITIONERS.TOOLS AND TRAINING:ERS HAS DEVELOPED A COLLECTION OF RESOURCES AND TOOLS TO AID DISTRICTS AND SCHOOLS TO IDENTIFY AREAS OF UNINTENTIONAL "MISALIGNMENT', WHERE SPENDING PATTERNS DO NOT ACTUALLY SUPPORT STRATEGIC GOALS THAT WILL LEAD TO HIGH PERFORMING SCHOOLS. VARIOUS TOOLS ARE AVAILABLE TO SUPPORT DISTRICT LEADERS IN BOTH GETTING A QUICK OVERVIEW OF RESOURCE ALLOCATION CHALLENGES AND IN CONDUCTING IN-DEPTH ANALYSIS USING ACTUAL DISTRICT AND SCHOOL-LEVEL DATA. SOME ARE AVAILABLE TO DOWNLOAD FROM THE ERS WEBSITE AT NO COSTS. IN ADDITION, ERS IS BEGINNING TO OFFER DIRECT SUPPORT TO HELP SCHOOL AND DISTRICT LEADERS, AND THOSE WHO SUPPORT THEM, TO MAKE EFFECTIVE USE OF OUR TOOLS TO CREATE LOCAL CHANGE. 11116410 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 91 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MA NY X X KAREN H MILES PRESIDENT & CEO 6176078000 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 DESMOND BLACKBURN DIRECTOR 1.00 X 0 0 0 MARCIA BLENKO DIRECTOR 1.00 X 0 0 0 PETER C GORMAN DIRECTOR 1.00 X 0 0 0 ELLEN GUINEY DIRECTOR 1.00 X 0 0 0 WILLIS HAWLEY DIRECTOR IN MEMORIAM 1.00 X 0 0 0 MONICA HIGGINS DIRECTOR 1.00 X 0 0 0 IRVIN LEON SCOTT DIRECTOR 1.00 X 0 0 0 ANN CLARK DIRECTOR 1.00 X 0 0 0 JEAN-CLAUDE BRIZARD DIRECTOR 1.00 X 0 0 0 KAREN H MILES PRESIDENT & CEO 32.00 X 218569 0 24140 RENEE HARPER TREASURER & CFO 45.00 X 186192 0 10307 KAREN BAROODY PARTNER & MANAGING DIRECTO 20.00 X 144000 0 7200 JONATHAN TRAVERS MANAGING PARTNER 45.00 X 265999 0 35191 DAVID ROSENBERG PARTNER 45.00 X 246616 0 27254 VENTURA RODRIGUEZ PARTNER 45.00 X 233758 0 1959 ANGELA KING SMITH PARTNER 45.00 X 223115 0 13007 BETTY CHANG PARTNER 45.00 X 200549 0 33372 EMILY PARFIT PARTNER 45.00 X 181369 0 9981 KRISTAN SINGLETON DIRECTOR, TOOLS & TRAINING 45.00 X 177431 0 6529 KRISTEN FERRIS PARTNER 45.00 X 165714 0 8451 TARA ANDERSON MANAGER 45.00 X 166920 0 15383 KAITLYN CHANTRY DIRECTOR OF COMMUNICATIONS 45.00 X 162638 0 824 2572870 0 193598 13 0 1 0 GREEN RIVER DATA ANALYSIS LLC 167 MAIN STREET BRATTLEBORO VT 05301 SOFTWARE DEVELOPMENT 310000 OFFOR WALKER GROUP LLC 500 S GENOIS STREET NEW ORLEANS LA 70119 RECRUITMENT SERVICES 278255 EDUCATION FIRST CONSULTING LLC PO BOX 22871 SEATTLE WA 981220871 PROGRAM CONSULTING 137667 FILMORE STREET PARTNERS LLC 7 VERNON AVENUE HULL MA 02045 PROGRAM CONSULTING 115795 30 4166659 4166659 CONTRACT SERVICE REVENUE 611710 6888103 6888103 LICENSING INCOME 611710 262500 262500 7150603 273055 273055 3899000 4176669 -277669 -277669 -277669 OTHER INCOME 900099 47178 47178 MISCELLANEOUS 900099 10555 10555 57733 11370381 7161158 0 42564 50000 50000 1920673 1670589 243593 6491 6608904 5854607 564234 190063 156920 143939 9192 3789 400659 334388 58290 7981 577774 501656 63138 12980 3670 3670 29706 29706 99503 99503 1234834 604732 559133 70969 593308 504762 80222 8324 767819 652500 102182 13137 225711 204719 20167 825 349794 338823 6342 4629 37795 34371 3034 390 PROFESSIONAL DEVELOPMEN 283637 216917 63836 2884 MISCELLANEOUS 17880 4407 13422 51 13358587 11116410 1919664 322513 956711 189500 9283 3861 337500 87500 1499270 2775659 215790 321893 8524963 7740445 766976 784518 12988370 9388308 88000 4923466 16861900 18474705 515932 592276 519482 368873 0 5075100 1035414 6036249 X 12379528 10637281 3446958 1801175 15826486 12438456 16861900 18474705 X -1988206 -1344121 -55703 X 0 1 X 1 0 X 9518520 10674420 11485861 9703176 10999059 52381036 9518520 10674420 11485861 9703176 10999059 52381036 15492559 36888477 277378 284178 260303 291977 320233 1434069 8729 10555 19284 53834389 495831 0.68520 0.69080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2021 AMOUNT: $ 8,729. 2022 AMOUNT: $ 10,555. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9067814 -1226244 7841570 6423259 1921644 722911 9067814 1.00000 0 0 266906 266906 0 309726 308785 941 7948331 7164754 783577 784518 SECURITY DEPOSIT 88000 RIGHT OF USE ASSET, OPERATING LEASE 4745340 RIGHT OF USE ASSET, FINANCE LEASE 90126 4923466 OPERATING LEASE LIABILITY 4984357 FINANCE LEASE LIABILITY 90743 5075100 9871054 -1344121 -55703 -1399824 11270878 99503 99503 11370381 13259084 0 13259084 99503 99503 13358587 PART V, LINE 4: LONG TERM SUPPORT FOR OPERATIONS 1 EDUCATION TRUST 1250 H STREET NW SUITE 700 WASHINGTON DC 20005 521982223 501(C)3 50000 0 PROGRAM SUPPORT PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 JONATHAN TRAVERS MANAGING PARTNER 265999 0 0 0 0 0 12979 0 22212 0 301190 0 0 0 DAVID ROSENBERG PARTNER 246616 0 0 0 0 0 6375 0 20879 0 273870 0 0 0 KAREN H MILES PRESIDENT & CEO 218569 0 0 0 0 0 11156 0 12984 0 242709 0 0 0 ANGELA KING SMITH PARTNER 223115 0 0 0 0 0 0 0 13007 0 236122 0 0 0 VENTURA RODRIGUEZ PARTNER 233758 0 0 0 0 0 1238 0 721 0 235717 0 0 0 BETTY CHANG PARTNER 200549 0 0 0 0 0 10250 0 23122 0 233921 0 0 0 RENEE HARPER TREASURER & CFO 186192 0 0 0 0 0 9375 0 932 0 196499 0 0 0 EMILY PARFIT PARTNER 181369 0 0 0 0 0 9063 0 918 0 191350 0 0 0 KRISTAN SINGLETON DIRECTOR, TOOLS & TRAINING 177431 0 0 0 0 0 5171 0 1358 0 183960 0 0 0 TARA ANDERSON MANAGER 166920 0 0 0 0 0 8438 0 6945 0 182303 0 0 0 KRISTEN FERRIS PARTNER 165714 0 0 0 0 0 7758 0 693 0 174165 0 0 0 KAITLYN CHANTRY DIRECTOR OF COMMUNICATIONS 162638 0 0 0 0 0 0 0 824 0 163462 0 0 0 KAREN BAROODY PARTNER & MANAGING DIRECTO 144000 0 0 0 0 0 7200 0 0 0 151200 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS THE 990 COMPARING IT TO THE FINANCIAL STATEMENTS AND THE ORGANIZATION'S GENERAL INFORMATION BEFORE IT IS FILED. 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. FORM 990, PART XI, LINE 9: RETURN OF GRANT FUNDS -55,703.