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AND GRANTS TO OTHER PUBLIC CHARITIES WITH A COMPLEMENTARY MISSION (E.G., POSTSECONDARY EDUCATIONAL INSTITUTIONS), AS WELL AS THROUGH RESEARCH, COMMUNICATIONS, CONVENINGS, MISSON ALIGNED INVESTMENTS, AND OTHER ACTIVITIES. 14 13 139 0 510805 170132 66094873 38809930 0 0 223562771 50413730 1856540 382820 291514184 89606480 20174876 32589442 0 0 30801919 28611482 0 0 0 29122600 40446427 80099395 101647351 211414789 -12040871 2055980919 1944963967 43798966 60011532 2012181953 1884952435 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 HAVE FACED THE GREATEST CHALLENGES SECURING OPPORTUNITY THROUGH POSTSECONDARY EDUCATION OR TRAINING. STRADA EDUCATION FOUNDATION, INC. ADVANCES THIS MISSION THROUGH FINANCIAL AND IN-KIND SUPPORT OF STRADA COLLABORATIVE, INC. AND GRANTS TO OTHER PUBLIC CHARITIES WITH A COMPLEMENTARY MISSION (E.G., POSTSECONDARY EDUCATIONAL INSTITUTIONS), AS WELL AS THROUGH RESEARCH, COMMUNICATIONS, CONVENINGS, MISSON ALIGNED INVESTMENTS, AND OTHER ACTIVITIES. 0 0 15108521 382820 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. 32589442 32589442 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. 47697963 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 1 157 0 1 139 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 14 13 1 0 0 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 (BEG 1/1/22) 40.00 0.00 X X 1033088 0 74264 MARLENE COULIS CHAIRMAN 4.00 0.00 X 115000 0 0 EDWARD SCHMIDT BOARD MEMBER 2.00 0.00 X 98511 0 0 THOMAS MANGAS BOARD MEMBER 2.00 0.00 X 98011 0 0 MIRIAM STROUSE 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 NICOLE JENKINS BOARD MEMBER 2.00 0.00 X 86012 0 0 AMINTA BREAUX BOARD MEMBER 2.00 0.00 X 85838 0 0 ERNEST NEWBORN II BOARD MEMBER 2.00 0.00 X 85838 0 0 ERIK MORENO BOARD MEMBER 2.00 0.00 X 85000 0 0 GERARD OLINGER BOARD MEMBER 2.00 0.00 X 85000 0 0 MICHAEL KING BOARD MEMBER 2.00 0.00 X 85000 0 0 WILLIAM NEALE BOARD MEMBER 2.00 0.00 X 85000 0 0 LARRY LUTZ EVP, CORP DEV & SECRETARY 39.00 1.00 X 811517 0 72300 THOMAS DAWSON EVP 1.00 39.00 X 792572 0 75150 RUTH WATKINS EVP, PRESIDENT POST ED 39.00 1.00 X 701129 0 65467 MICHAEL AUSTIN SVP, OPER PLAN/ANALYSIS & INTER CFO 39.00 1.00 X 665639 0 75150 THOMAS R ERTEL SVP & CAO 40.00 0.00 X 510857 0 49497 LEONARD GURIN SVP, INVESTMENTS 40.00 0.00 X 483331 0 70822 DAVID CLAYTON SVP, CONSUMER INSIGHTS 40.00 0.00 X 545404 0 73500 JESSICA HINKLE SVP, STRATEGIC INVESTMENTS 40.00 0.00 X 525410 0 75150 COURTNEY MCBETH SVP, CHIEF PROGRAM OFFICER 40.00 0.00 X 430207 0 72900 CHRISTOPHER MEYER SVP, STRAT. & INNOVATION 40.00 0.00 X 422231 0 72366 JULIE RAGSDALE INTERIM GENERAL COUNSEL 39.00 1.00 X 309611 0 29147 WILLIAM HANSEN FORMER OFFICER 0.00 0.00 X 1631677 0 0 TERRY HOLLOWAY FORMER OFFICER 40.00 0.00 X 462874 0 72300 DARYL GRAHAM FORMER OFFICER 39.00 1.00 X 440614 0 57157 CAROL D'AMICO FORMER OFFICER 0.00 0.00 X 146730 0 0 SCOTT FLEMING FORMER OFFICER 0.00 0.00 X 133189 0 0 11246290 0 935170 86 1 1 0 MCKINSEY COMPANY 300 E RANDOLPH STREET CHICAGO IL 60601 CONSULTING SERVICES 4800000 WESTAT INC 1600 RESEARCH BOULEVARD ROCKVILLE MD 20850 CONSULTING SERVICES 1001742 MCNEELY LAW LLP 143 WEST MARKET STREET STE 600A INDIANAPOLIS IN 46204 LEGAL SERVICES 457395 MYCONTROLLER LLC 2989 TOPAZ LANE CARMEL IN 46032 ACCOUNTING SERVICES 454755 SPITFIRE STRATEGIES LLC 2300 N STREET NW STE 610 WASHINGTON DC 20037 COMMUNICATION SERVICES 445851 34 38809930 38809930 76972538 510805 76461733 407898897 434457705 -26558808 -26558808 -26558808 REIMB. FROM AFFILIATES 611710 382505 382505 315 315 382820 89606480 382820 510805 49902925 X 32589442 32589442 6680993 6680993 16373017 5517309 10855708 4272667 2087449 2185218 1284805 403157 881648 1555460 1555460 547539 547539 16833217 16833217 11533916 3006958 8526958 1693650 1562316 131334 168519 57915 110604 1805165 354981 1450184 1827392 628016 1199376 1287685 587561 700124 557286 253023 304263 24822 24822 1176980 404490 772490 716376 245346 471030 UBI TAXES 718420 718420 101647351 47697963 53949388 0 58584935 54244720 15605905 3063820 672400 677400 281574 327074 5031145 2403310 3101947 2627835 327755224 302816623 1593572487 1517017965 48751455 48771454 539465 0 7115527 15417076 2055980919 1944963967 20357407 21939920 16809135 24513794 0 0 0 6632424 13557818 43798966 60011532 X 2012181953 1884952435 2012181953 1884952435 2055980919 1944963967 X -12040871 -113507039 -1681608 X 0 1 X 1 0 X X X 1 STRADA COLLABORATIVE INC 861250084 7 1 6286528 5456086 1 6286528 5456086 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 POST-SECONDARY 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 2451335 875828 1575507 2579810 1527482 1052328 2627835 FIXED INCOME: CORPORATE BONDS 141067751 F FIXED INCOME: ASSET-BACKED SECURITIES 49542727 F FIXED INCOME: MUNICIPAL BONDS 37160641 F EQUITY SECURITIES 190869776 F DIRECT INVESTMENTS - EQUITY 56916494 F DIRECT INVESTMENTS - DEBT 17567942 F PRIVATE EQUITY FUNDS 656745960 F PRIVATE CREDIT FUNDS 20663763 F PRIVATE REAL ASSETS/ALTERNATIVES/POOLED ACCOUNTS 346482911 F 1517017965 DUE TO AFFILIATE 2281427 RIGHT OF USE LIABILITY - LEASES 11276391 13557818 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, 2022 OR 2021." 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OF CENTRAL INDIANA 2955 N MERIDIAN ST SUITE 300 INDIANAPOLIS IN 46208 351007590 501(C)(3) 25000 0 OPERATING GRANT UNIVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVENUE PO BOX 210109 TUCSON AZ 857210109 866050388 501(C)(3) 400000 0 OPERATING GRANT UNIVERSITY OF CALIFORNIA LOS ANGELES 10920 WILSHIRE BLVD 900 LOS ANGELES CA 90095 952250801 501(C)(3) 15000 0 OPERATING SUPPORT UNIVERSITY OF HAWAII FOUNDATION 1314 SOUTH KING STREET SUITE B HONOLULU HI 96814 990085260 501(C)(3) 512856 0 OPERATING GRANT UNIVERSITY OF ILLINOIS FOUNDATION PO BOX 734500 CHICAGO IL 60673 376006007 501(C)(3) 115000 0 OPERATING GRANT AND OPERATING SUPPORT UNIVERSITY OF MICHIGAN 200 FLETCHER ST ANN ARBOR MI 48109 386006309 501(C)(3) 25000 0 OPERATING SUPPORT UNIVERSITY OF NOTRE DAME 1100 GRACE HALL NOTRE DAME IN 46556 350868188 501(C)(3) 55000 0 OPERATING SUPPORT UNIVERSITY OF PENNSYLVANIA 2929 WALNUT STREET SUITE 300 PHILADELPHIA PA 19104 231352685 501(C)(3) 90000 0 OPERATING SUPPORT UNIVERSITY OF TEXAS SYSTEM PO 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90230 237351797 501(C)(3) 10000 0 OPERATING SUPPORT WILBERFORCE UNIVERSITY PO BOX 1001 WILBERFORCE OH 45384 310604719 501(C)(3) 127133 0 OPERATING GRANT WILEY COLLEGE 711 WILEY AVENUE MARSHALL TX 75670 750818183 501(C)(3) 119500 0 OPERATING GRANT YMCA OF THE ROCKIES-SNOW MOUNTAIN RANCH PO BOX 169 WINTER PARK CO 80482 840404913 501(C)(3) 10000 0 OPERATING SUPPORT YOUTH FOR TOMORROW 11835 HAZEL CIRCLE DR BRISTOW VA 20136 521342268 501(C)(3) 10000 0 OPERATING SUPPORT 172 0 PART I, LINE 2: STRADA EDUCATION FOUNDATION, INC.'S GRANT-MAKING IS LIMITED TO THE 50 U.S. STATES AND THE DISTRICT OF COLUMBIA. 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 WILLIAM HANSEN FORMER OFFICER 0 0 502308 0 1129369 0 0 0 0 0 1631677 0 1129369 0 STEPHEN MORET CEO & PRESIDENT (BEG 1/1/22) 467780 0 160000 0 405308 0 31713 0 42551 0 1107352 0 0 0 LARRY LUTZ EVP, CORP DEV & SECRETARY 325188 0 439280 0 47049 0 32700 0 39600 0 883817 0 0 0 THOMAS DAWSON EVP 300922 0 418391 0 73259 0 32700 0 42450 0 867722 0 0 0 RUTH WATKINS EVP, PRESIDENT POST ED 431830 0 245143 0 24156 0 32700 0 32767 0 766596 0 0 0 MICHAEL AUSTIN SVP, OPER PLAN/ANALYSIS & INTER CFO 267497 0 318568 0 79574 0 32700 0 42450 0 740789 0 0 0 DAVID CLAYTON SVP, CONSUMER INSIGHTS 281915 0 227722 0 35767 0 32700 0 40800 0 618904 0 0 0 JESSICA HINKLE SVP, STRATEGIC INVESTMENTS 270044 0 225200 0 30166 0 32700 0 42450 0 600560 0 0 0 THOMAS R ERTEL SVP & CAO 267541 0 215024 0 28292 0 32700 0 16797 0 560354 0 0 0 LEONARD GURIN SVP, INVESTMENTS 254439 0 206155 0 22737 0 32700 0 38122 0 554153 0 0 0 TERRY HOLLOWAY FORMER OFFICER 240925 0 187342 0 34607 0 32700 0 39600 0 535174 0 0 0 COURTNEY MCBETH SVP, CHIEF PROGRAM OFFICER 258901 0 148343 0 22963 0 32700 0 40200 0 503107 0 0 0 DARYL GRAHAM FORMER OFFICER 232870 0 186731 0 21013 0 32246 0 24911 0 497771 0 0 0 CHRISTOPHER MEYER SVP, STRAT. & INNOVATION 230778 0 168673 0 22780 0 32267 0 40099 0 494597 0 0 0 JULIE RAGSDALE INTERIM GENERAL COUNSEL 212567 0 50012 0 47032 0 29147 0 0 0 338758 0 0 0 CAROL D'AMICO FORMER OFFICER 0 0 0 0 146730 0 0 0 0 0 146730 0 0 0 SCOTT FLEMING FORMER OFFICER 0 0 0 0 133189 0 0 0 0 0 133189 0 0 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. FIRST CLASS TRAVEL IS APPROVED FOR EMPLOYEES, AT THE DISCRETION OF THE CEO, IF THEY TRAVEL FREQUENTLY AS PART OF THEIR POSITION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. DURING 2022, ONE OFFICER AND TWELVE BOARD MEMBERS USED FIRST CLASS TRAVEL. 2. HEALTH OR SOCIAL CLUB DUES - STRADA EDUCATION FOUNDATION, INC. MAY REIMBURSE EACH OFFICER 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 2022, TWO OFFICERS, ONE FORMER OFFICER, TWO KEY EMPLOYEES, AND FOUR 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 - $1,129,369 CAROL D'AMICO - $146,730 SCOTT FLEMING - $133,189 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 2022 TO THE FOLLOWING LISTED PERSONS IN PART VII: LARRY LUTZ - $13,470 THOMAS DAWSON - $18,327 MICHAEL AUSTIN - $2,781 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 "LONG TERM 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 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 2022 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 1,066,827. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,066,827. MISCELLANEOUS PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,006,958. MANAGEMENT AND GENERAL EXPENSES 7,460,131. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,467,089. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO STRADA COLLABORATIVE, INC. -2,000,000. RETIREE HEALTH BENEFIT ADJUSTMENT (FAS158) 318,392. 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