2025-05-14T13:06:39-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2023-07-01 263185485 ENTREPRENEURIAL VENTURES IN EDUCATION INC ENTR 6178181959 1001 MARINA DRIVE 410 QUINCY MA 02171 EARL MARTIN PHALEN FOUNDER 6178181959 2025-05-14 1 1 ANDREW SMITH CPA P01518894 3096714500 2025-05-12 2023 2025-03-06 01:10:19Z EARL MARTIN PHALEN 1001 MARINA DRIVE 410 QUINCY MA 02171 14757536 0 X WWW.SUMMERADVANTAGE.ORG X 2009 MA TO PROVIDE SERVICES TO IMPROVE THE EDUCATIONAL PERFORMANCE AND INCREASE THE LIFE ASPIRATIONS OF CHILDREN WHO ARE LIVING IN UNDERPRIVILEDGED COMMUNITIES AND ARE CURRENTLY UNDER-PERFORMING. TO PROVIDE DIRECT EDUCATIONAL SERVICES, SUCH AS SUMMER LEARNING PROGRAMS. TO WORK WITH ORGANIZATIONS TO RAISE THE ACADEMIC ACHIEVEMENTS AND LIFE OPPORTUNITIES OF CHILDREN. TO WORK WITH PARENTS TO INCREASE THEIR ENGAGEMENT IN THE EDUCATIONAL SUCCESS OF THEIR CHILDREN; AND TO ENGAGE IN OTHER EDUCATIONAL AND CHARITABLE ACTIVITIES RELATED TO THE FOREGOING ACTIVITIES AND PURPOSES. 4 3 610 0 0 0 3450005 711329 15965414 14046203 33 4 0 0 19415452 14757536 0 0 0 0 14054389 14575902 0 0 1734995 2647731 2737641 16702120 17313543 2713332 -2556007 8569023 16192003 8709205 18891430 -140182 -2699427 X TO PROVIDE SERVICES TO IMPROVE THE EDUCATIONAL PERFORMANCE AND INCREASE THE LIFE ASPIRATIONS OF CHILDREN WHO ARE LIVING IN UNDERPRIVILEDGED COMMUNITIES AND ARE CURRENTLY UNDER-PERFORMING. TO PROVIDE DIRECT EDUCATIONAL SERVICES, SUCH AS SUMMER LEARNING PROGRAMS. TO WORK WITH ORGANIZATIONS TO RAISE THE ACADEMIC ACHIEVEMENTS AND LIFE OPPORTUNITIES OF CHILDREN. TO WORK WITH PARENTS TO INCREASE THEIR ENGAGEMENT IN THE EDUCATIONAL SUCCESS OF THEIR CHILDREN; AND TO ENGAGE IN OTHER EDUCATIONAL AND CHARITABLE ACTIVITIES RELATED TO THE FOREGOING ACTIVITIES AND PURPOSES. 0 0 13792874 14046203 TO PROVIDE SERVICES TO IMPROVE THE EDUCATIONAL PERFORMANCE AND INCREASE THE LIFE ASPIRATIONS OF CHILDREN WHO ARE LIVING IN UNDERPRIVILEGED COMMUNITIES AND ARE CURRENTLY UNDER-PERFORMING. 13792874 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 610 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X EVA SPILKER 4105983087 1001 MARINA DRIVE QUINCY MA 02171 DR FERNANDO REIMERS DIRECTOR 5.00 X 0 0 0 EARL MARTIN PHALEN PRESIDENT/CEO 40.00 0.80 X X 0 0 0 JIM PHALEN DIRECTOR 5.00 X 0 0 0 STEVEN TUCKER DIRECTOR - DEVELOPMENT 5.00 X 0 0 0 ANDREA ROBINSON CHIEF ACADEMIC OFFICER 40.00 X 188324 0 0 AMBER DECKARD PRESIDENT - SUMMER ADVANTAGE 40.00 X 167260 0 18068 JOANN GAMA CHIEF HUMAN ASSET OFFICER 40.00 X 208470 0 751 TARSHA CALLOWAY CHIEF ADVANCEMENT OFFICER 40.00 X 157536 0 13233 EVA SPILKER CHIEF FINANCIAL OFFICER 40.00 X 236483 0 15872 NICOLE SCOTT GENERAL COUNSEL 40.00 X 193052 0 0 RUIQUAN JIN CHIEF STRATEGY & DEV OFFICER 40.00 X 193965 0 6144 CRISSY FRANCO VP CAREER & TECH 40.00 X 129885 0 3908 ELIZABET GARZA VP LEADER DEVELOPMENT 40.00 X 148701 0 793 JAVIER DIMAS VP OPERATIONS 40.00 X 108758 0 11108 JAMES SWIFT VP OF PLA UNIVERSITY 40.00 X 151317 0 6144 LADONNA BIVENS EXECUTIVE DIRECTOR ACADEMICS 40.00 X 126846 0 0 HARITHA DASAR DIRECTOR OF TECHNOLOGY 40.00 X 145273 0 17800 CARLO HERSSHBERGER DIR OF FINANCE & ACCOUNTING 40.00 X 143660 0 3641 MELISSA MORRIS REGIONAL DIRECTOR 40.00 X 128378 0 13303 JESS HILE DIR CORP ENGMT & PHILANTHROPHY 40.00 X 111649 0 187 2539557 0 110952 24 0 1 0 EDOPS 1611 CONNECTICUT AVE NW STE 20 WASHINGTON DC 20009 BUSINESS MANAGEMENT CONSULTING 165000 HEINEMANN 15963 COLLECTIONS CENTER DR CHICAGO IL 60693 PUBLISHING SERVICES 113991 2 711329 711329 MANAGEMENT FEES 611110 14046203 14046203 14046203 4 4 14757536 14046203 0 4 X 2038472 1630778 203847 203847 10859161 8677927 1069788 1111446 744037 594626 73366 76045 934232 746700 92248 95284 108777 85597 11215 11965 2706 2129 279 298 815741 641906 84103 89732 196037 158097 18356 19584 287016 230849 27174 28993 1472 1472 484075 382095 49339 52641 24753 19478 2552 2723 113000 88920 11650 12430 MATERIALS & SUPPLIES 270727 224035 22590 24102 STAFF RECRUITMENT 150426 150426 BAD DEBT 113639 113639 CURRICULUM DEVELOPMENT 93324 93324 75948 64515 5528 5905 17313543 13792874 1785674 1734995 598684 679404 7970339 1588103 29375 0 13895121 8569023 16192003 6578232 2038569 1314665 1095756 816308 15757105 8709205 18891430 X -140182 -2699427 -140182 -2699427 8569023 16192003 -2556007 -3238 0 X X 0 1 X 1 0 X 1747924 4615429 2734620 3450005 711329 13259307 1747924 4615429 2734620 3450005 711329 13259307 5484792 7774515 61 593 385 33 4 1076 13260383 51568257 0.58630 0.67710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ACCOUNTS RECEIVABLE - RELATED PARTY 13895121 13895121 ACCOUNTS PAYABLE - RELATED PARTY 15757105 15757105 X 14961699 204163 204163 14757536 0 14757536 17517706 204163 204163 17313543 0 17313543 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. CURRENTLY, THE ORGANIZATION HAS NO OBLIGATION FOR ANY UNRELATED BUSINESS INCOME TAX. 0 0 0 0 0 0 0 0 0 EVA SPILKER CHIEF FINANCIAL OFFICER 236233 0 250 0 0 0 0 0 15872 0 252355 0 0 0 JOANN GAMA CHIEF HUMAN ASSET OFFICER 208220 0 250 0 0 0 0 0 751 0 209221 0 0 0 RUIQUAN JIN CHIEF STRATEGY & DEV OFFICER 193715 0 250 0 0 0 0 0 6144 0 200109 0 0 0 NICOLE SCOTT GENERAL COUNSEL 192802 0 250 0 0 0 0 0 0 0 193052 0 0 0 ANDREA ROBINSON CHIEF ACADEMIC OFFICER 188074 0 250 0 0 0 0 0 0 0 188324 0 0 0 AMBER DECKARD PRESIDENT - SUMMER ADVANTAGE 167010 0 250 0 0 0 0 0 18068 0 185328 0 0 0 TARSHA CALLOWAY CHIEF ADVANCEMENT OFFICER 157536 0 0 0 0 0 0 0 13233 0 170769 0 0 0 HARITHA DASAR DIRECTOR OF TECHNOLOGY 145023 0 250 0 0 0 0 0 17800 0 163073 0 0 0 JAMES SWIFT VP OF PLA UNIVERSITY 151067 0 250 0 0 0 0 0 6144 0 157461 0 0 0 EARL MARTIN PHALEN FOUNDER WORKING CAPITAL X 498000 220756 0 1 1 EARL MARTIN PHALEN FOUNDER WORKING CAPITAL X 925000 875000 0 1 1 1095756 FORM 990, PART VI, SECTION A, LINE 2 EARL AND JIM PHALEN ARE BOTH MEMBERS OF THE BOARD OF DIRECTORS AND ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT OF THE BOARD REVIEWS THE IRS FORM 990 WITH THE PREPARER AND PROVIDES A COPY TO ALL BOARD MEMBERS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, OFFICERS, KEY EMPLOYEES ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. ALL POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO LEGAL COUNSEL TO REVIEW AND DETERMINE IF A CONFLICT DOES EXIST. IF A CONFLICT IS DETERMINED, THE CEO WILL REVIEW. LEGAL COUNSEL CONTINUES TO MONITOR CONFLICTS AND WILL BRING POTENTIAL ISSUES TO THE CEO FOR FURTHER REVIEW. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS DURING THE BUDGET APPROVAL PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE AT THE MASSACHUSETTS SECRETARY OF STATE WEBSITE. FORM 990, PART IX, LINE 24E MISCELLANEOUS: PROGRAM SERVICE EXPENSES 41,500. MANAGEMENT AND GENERAL EXPENSES 4,691. FUNDRAISING EXPENSES 5,012. TOTAL EXPENSES 51,203. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 17,546. MANAGEMENT AND GENERAL EXPENSES 837. FUNDRAISING EXPENSES 893. TOTAL EXPENSES 19,276. FIELD TRIPS AND EVENTS: PROGRAM SERVICE EXPENSES 5,469. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,469. FROM 990, PART XII, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PHALEN LEADERSHIP ACADEMIES INC 2323 N ILLINOIS ST INDIANAPOLIS IN 46208 364729586 EDUCATION IN 501(C)3 LINE 2 0 PLA UNIVERSITY INC 2323 N ILLINOIS ST INDIANAPOLIS IN 46208 880818946 WORKFORCE DEVELOPMENT JOB TRAINING PROGRAM HELPING ADULTS (18 AND OLDER) IN 501(C)3 LINE 2 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 PHALEN LEADERSHIP ACADEMY P 3090691 CASH PHALEN LEADERSHIP ACADEMY E 16321776 CASH PHALEN LEADERSHIP ACADEMY D 8195287 CASH PLA UNIVERSITY INC D 1144178 CASH