2022-05-03T14:30:59-05:00 2021-06-30 371611326 ARONSON LLC 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990 2020-07-01 521982223 THE EDUCATION TRUST EDUC 2022931217 1501 K Street NW 200 WASHINGTON DC 20005 MARIA DARIE CHIEF FINANCIAL OFFICER 2022-05-03 true MARIA DARIE 999009999 GREGORY M PLOTTS CPA P01255941 3012316200 2020 2022-09-23 18:48:47Z JOHN B KING JR 1501 K Street NW 200 WASHINGTON DC 20005 51106764 false X www.edtrust.org X 1996 DC TO PROMOTE HIGH ACADEMIC ACHIEVEMENT FOR ALL STUDENTS AT ALL LEVELS: PRE-K THROUGH COLLEGE. 12 10 149 10 0 0 25350452 50160680 558702 594683 231929 250791 525226 100610 26666309 51106764 2056250 1969353 0 14440245 15414678 0 642512 8657293 6852807 25153788 24236838 1512521 26869926 29606198 59287240 3866546 6752164 25739652 52535076 THE EDUCATION TRUST PROMOTES HIGH ACADEMIC ACHIEVEMENT FOR ALL STUDENTS AT ALL LEVELS PRE-KINDERGARTEN THROUGH COLLEGE. OUR GOAL IS TO CLOSE THE GAPS IN OPPORTUNITY AND ACHIEVEMENT THAT CONSIGN FAR TOO MANY YOUNG PEOPLE-ESPECIALLY THOSE FROM LOW-INCOME FAMILIES OR WHO ARE BLACK, LATINO, OR AMERICAN INDIAN-TO LIVES ON THE MARGINS OF THE AMERICAN MAINSTREAM. false false 9577834 1377853 475475 THE EDUCATION TRUST HAS THREE STATE OFFICES, THE EDUCATION TRUST-WEST, THE EDUCATION TRUST-MIDWEST, AND THE EDUCATION TRUST-NEW YORK. THE STATE OFFICES WORK IN THEIR STATES FOR THE HIGH ACADEMIC ACHIEVEMENT OF ALL STUDENTS AT ALL LEVELS, KINDERGARTEN THROUGH COLLEGE, AND AIM TO CLOSE THE ACHEIVEMENT GAPS SEPARATING LOW-INCOME STUDENTS AND STUDENTS OF COLOR FROM OTHER YOUTH THROUGH STATE-WIDE EDUCATION POLICY AND ADVOCACY WORK. 6662767 221000 76264 THE DIVISION OF GOVERNMENT AFFAIRS AND COMMUNICATIONS ARTICULATES AND ADVOCATES FOR THE ORGANIZATION'S STRATEGIC PRIORITIES. IT PUBLISHES RESEARCH AND ANALYSES IN PRINT AND ONLINE AND PARTNERS WITH EDUCATORS, ADVOCATES, AND ALLIED POLICYMAKERS AT THE LOCAL, STATE, AND NATIONAL LEVELS TO ADVANCE SPECIFIC EDUCATION POLICY OBJECTIVES. 4883736 370500 127853 OUR PROGRAM AND POLICY TEAMS CONDUCT RESEARCH AND ANALYZE EDUCATIONAL PRACTICES, PRE-K THROUGH COLLEGE. THEIR WORK AIMS TO DEEPEN OUR UNDERSTANDING OF THE FACTORS THAT CONTRIBUTE TO ACHIEVEMENT GAPS, LEARN FROM AND EXTEND THE BEST WORK IN THE FIELD, AND DEVELOP POSITIONS AND SUPPORTING EVIDENCE TO ADVANCE THE ORGANIZATION'S STRATEGIC AGENDA. MORE SPECIFICALLY, THE WORK FOCUSES ON ADVANCING THE QUALITY OF TEACHING, ENSURING ACCOUNTABILITY AND SUPPORT FOR SCHOOLS AND COLLEGES, MONITORING ACHIEVEMENT PATTERNS IN PREK-12 AND HIGHER EDUCATION, AND FOSTERING BEST PRACTICES TO HELP SCHOOLS ALIGN THEIR CURRICULA WITH STATE STANDARDS. 21124337 true true false true false false false false false true false false false true true true true false false false false false false false false false true false true false false false false false false false false false false false false false true true false false false true 125 0 true 149 true false false false false false false false false false false false false X 12 10 false false false false false false false true true false false true true true true true true true false false CA FL MI NY TN AR WA X MARIA DARIE 2022931217 1501 K Street NW Suite 200 WASHINGTON DC 20005 Cathy Daniels COO and Secretary/Treasurer (terminated 5/18/21) 37.5 X X 271215 0 36037 JAMES FORMAN JR Vice Chair 1.0 X X 0 0 0 JESSE JACKSON TREASURER (FROM 6/24/2021) 1.0 X X 0 0 0 John B King Jr President & CEO 37.5 X X 500130 0 40228 JOSE LUIS CRUZ CHAIR 2.0 X X 0 0 0 YOLIE FLORES SECRETARY (FROM 6/24/2021) 1.0 X X 0 0 0 DANIEL PORTERFIELD BOARD MEMBER 1.0 X 0 0 0 EDUARDO J PADRON BOARD MEMBER 1.0 X 0 0 0 LISA GELOBTER BOARD MEMBER 1.0 X 0 0 0 LISETTE NIEVES BOARD MEMBER 1.0 X 0 0 0 MONIQUE IDLETT-MOSLEY BOARD MEMBER 1.0 X 0 0 0 PETER GROFF BOARD MEMBER 1.0 X 0 0 0 Amber Arellano Executive Director ETM 37.5 X 195710 0 14568 Rachel Stalcup Chief Development Officer 37.5 X 172897 0 15036 Ary Spatig-Amerikaner VP P-12 Policy & Practice 37.5 X 199601 0 34932 Denise Forte Interim CEO 37.5 X 280394 0 20312 Elisha Smith Arrillaga Executive Director ETW (terminated 4/16/21) 37.5 X 203250 0 35427 Ian Rosenblum Executive Director ETNY (terminated 1/19/21) 37.5 X 226473 0 17114 Takirra Winfield Dixon VP Strategic Communications (terminated 4/16/21) 37.5 X 208419 0 31496 Wilfredo Del Pilar VP HIGHER EDUCATION 37.5 X 269013 0 30557 Brian Rivas Director Policy and Government Relations 37.5 X 157909 0 20270 Christopher Nellum Deputy Director of Research and Policy 37.5 X 164241 0 23347 Maria Darie DIRECTOR OF FINANCE 37.5 X 148591 0 22942 Robin Harris Managing Editor 37.5 X 162354 0 23092 Tiffany Jones Sr Director of Higher Education Policy (terminated 12/4/20) 37.5 X 167093 0 23416 3327290 0 388774 38 false true false Global Strategy Group 215 Park Ave S 15TH FLOOR NEW YORK NY 10003 CONSULTING 540985 Larson Communications 1725 Pierce Street Ste 1 San Francisco CA 94115 Consulting 150005 BE CLEAR INC 2255 SHERIDAN BOULEVARD UNIT C 106 EDGEWATER CO 80214 Consulting 122400 Penn Hill Group 777 6th St NW SUITE 650 WASHINGTON DC 20001 CONSULTING 108000 4 50160680 50160680 CONTRACTS 541900 594683 594683 0 0 0 0 594683 250791 250791 10170 10170 0 10170 10170 0 0 HONORARIUM 541900 84909 84909 OTHER INCOME 900099 5531 5531 0 0 0 0 90440 51106764 679592 0 266492 X 1969353 1969353 2737407 2421796 230507 85104 9875575 8736965 831587 307023 1893667 1675336 159459 58872 908029 803337 76462 28230 24714 20681 2111 1922 59522 49808 5084 4630 3742070 3465648 205416 71006 24779 24779 297232 253581 28861 14790 87734 74855 8522 4357 1801974 1089642 683422 28910 15008 14222 786 60236 57083 3153 447395 225043 211295 11057 53177 44498 4542 4137 DUES & SUBSCRIPTIONS 82940 70765 8056 4119 STAFF DEVELOPMENT 33217 27796 2837 2584 BAD DEBT EXPENSE 14791 12621 1435 735 TAXES 4669 3984 453 232 103349 82544 9940 10865 24236838 21124337 2469989 642512 5305343 35222076 12675592 10352674 437230 173852 0 0 0 0 448261 504172 4762793 2097948 391116 2664845 4739373 8276472 5217323 1694117 0 391960 399032 29606198 59287240 2923632 2227865 43295 33950 0 0 899619 4490349 3866546 6752164 X 8813157 34998817 16926495 17536259 25739652 52535076 29606198 59287240 26869926 -74502 0 X false true X true false X 7735044 6594062 21984562 25350452 50160680 111824800 0 0 7735044 6594062 21984562 25350452 50160680 111824800 65736275 46088525 40468 60119 148483 269935 260961 779966 0 0 33196 16537 69853 480111 90440 690137 113294903 0 0.4068 0.3451 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - HONORARIUM, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 84909.0, COLUMN F - 84909.0; DESCRIPTION - OTHER INCOME, COLUMN A - 33196.0, COLUMN B - 16537.0, COLUMN C - 69853.0, COLUMN D - 480111.0, COLUMN E - 5531.0, COLUMN F - 605228.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6389 194532 200921 24035917 24236838 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 75940 154900 170015 200921 601776 250000 250000 250000 250000 1000000 1500000 22155 6389 28544 508912 385318 123594 4253881 1712630 2541251 2664845 Deferred Rent Expense 4490349 4490349 X 51053762 -74502 21500 0 -53002 51106764 0 0 51106764 24258338 21500 0 21500 24236838 0 0 24236838 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization evaluates uncertainty in income tax positions based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement. As of June 30, 2021, there are no accruals for uncertain tax positions. If applicable, the Organization records interest and penalties as a component of income tax expense. Tax years from 2018 through the current year remain open for examination by tax authorities. true Alliance for a Better Community 1545 Wilshire Boulevard Los Angeles CA 97017 311760082 501(c)(3) 57416 Support Asian Americans Advancing Justice LA 1145 Wilshire Boulevard Los Angeles CA 90017 953854152 501(c)(3) 30000 Support Association of California School Administrators 1029 J Street Sacrmento CA 95814 942702741 501(c)(3) 6000 Support BFDI Educational Services Inc 12121 Broadstreet Avenue Detroit MI 48204 834349455 501(c)(3) 10000 Support BLU Educational Foundation PO Box 7042 San Bernardino CA 92411 593823989 501(c)(3) 32727 Support Boys & Girls Clubs of Deep East Texas 941 Tower Road Nacogdoches TX 75961 752254579 501(c)(3) 8000 Support Buffalo Urban League 15 Genesee Street Buffalo NY 14203 160743940 501(c)(3) 30000 Support California State Student Association 401 Golden Shore Long Beach CA 90802 942311940 501(c)(3) 25000 Support Canal Alliance 91 Larkspur Street San Rafael CA 94901 942832648 501(c)(3) 40227 Support CAO Better Schools Better Neighborhoods 1423 Fillmore Avenue Buffalo NY 14211 311760082 501(c)(3) 10000 Support CASA de Maryland 8151 15th Avenue Hyattsville MD 20783 521372972 501(c)(3) 25000 Support Centro Hispano de East Tennessee 2455 Sutherland Avenue Knoxville TN 37919 203415545 501(c)(3) 10000 Support Chinese American Planning Council 150 Elizabeth Street New York NY 10012 136202692 501(c)(3) 10000 Support Collaborative for Academic Social and Emotional Learning 815 W VAN BUREN STREET Chicago IL 60607 205884201 501(c)(3) 37500 Support Committee for Hispanic Children & Families 75 Broad Street New York NY 10004 112622003 501(c)(3) 22500 Support Community Action Organization of Western NY 45 Jewett Ave Buffalo NY 14214 160911473 501(c)(3) 10000 Support Community Coalition 8101 South Vermont Avenue Los Angeles CA 90044 944298811 501(c)(3) 32727 Support Community Initiatives 1000 Broadway Oakland CA 94607 943255070 501(c)(3) 15000 Support Community Partners fbo Parent Organization Network 1000 N Alameda Street Los Angeles CA 90012 954302067 501(c)(3) 82727 Support Congregations Organized for Prophetic Engagement 1505 W Highland Engagement San Bernardino CA 92411 330938212 501(c)(3) 32727 Support Diverse Learners Cooperative 8011 Brooks Chapel Road Brentwood TN 37027 832190296 501(c)(3) 10000 Support ECE On the Move LLC 126 Prospect Street Staten Island NY 10304 842092842 Other 10000 Support Education Resource Strategies Inc 480 Pleasant Street Watertown MA 02472 201978102 501(c)(3) 283000 Support For Oak Cliff 4478 S Marsalis Avenue Dallas TX 75216 813768369 501(c)(3) 10000 Support Future Leaders of America PO Box 51637 Oxnard CA 93031 770071036 501(c)(3) 32727 Support Hispanic Federation Inc 55 Exchange Place 5th Floor New York NY 10005 133573852 501(c)(3) 6000 Support HOLA LAKEWAY 1045 South Cumberland Street Morristown TN 37813 833606765 501(c)(3) 10000 Support Hope Network West Michigan 3075 Orchard Vista Drive Southeast Grand Rapids MI 49546 382731395 501(c)(3) 7500 Support Ibero American Action League Inc 817 East Main Street Rochester NY 14605 160954745 501(c)(3) 6000 Support IncludeNYC 116 East 16th Street 5th Floor New York NY 10003 112594790 501(c)(3) 6000 Support InsideSchools 72 5th Avenue 6th Floor New York NY 10011 133297197 501(c)(3) 104309 Support Knox Education Foundation 912 South Gay Street Knoxville TN 37902 621865303 501(c)(3) 10000 Support Knoxville Area Urban League Inc 1514 East Fifth Avenue Knoxville TN 37917 620797293 501(c)(3) 10000 Support Los Angeles United Methodist Urban Foundation 714 W Olymic Boulevard Los Angeles CA 90015 953888111 501(c)(3) 32727 Support MDRC 200 Vesey Street 23rd Floor New York NY 10281 237379473 501(c)(3) 50000 Support Mission Graduates 3040 16th Street San Francisco CA 94103 237172909 501(c)(3) 42227 Support Most Valuable Parents of Buffalo Inc 212 Newburgh Avenue Buffalo NY 14215 831599014 501(c)(3) 6000 Support Nashville Public Education Foundation 1207 18th Avenue South Nashville TN 37212 481266314 501(c)(3) 10000 Support New York Urban League PO Box 1794 New York NY 10027 131671035 501(c)(3) 40000 Support Open Buffalo Inc 1327 Jefferson Avenue Buffalo NY 14208 475317698 501(c)(3) 6000 Support Parent Institute for Quality Education 22 West 35th Street National City CA 91950 330259359 501(c)(3) 57686 Support Partnership for Los Angeles Schools 1055 Wilshire Boulevard Los Angeles CA 90017 261759681 501(c)(3) 130438 Support Pivot Learning Partners 1300 Clay Street Oakland CA 94612 943059243 501(c)(3) 130438 Support Prevent Child Abuse New York Inc 4 Global View Troy NY 12180 141730897 501(c)(3) 6250 Support Prichard Committee for Academic Excellence 271 West Short Street Lexington KY 40507 611026214 501(c)(3) 15000 Support Proyecto Pastoral at Dolores Mission 135 North Mission Road Los Angeles CA 90033 953213958 501(c)(3) 20000 Support Public Policy Institute of New York State Inc 12 Corporate Woods Boulevard Albany NY 12211 222235025 501(c)(3) 6250 Support Research Foundation of CUNY 230 West 41st Street 7th Floor New York NY 10036 131988190 501(c)(3) 6250 Support Restorative Justice League 1666 N Street Merced CA 95340 832394455 501(c)(3) 25000 Support Rodel Foundation of Delaware 100 West 10th Street Wilmington DE 19801 911944585 501(c)(3) 15000 Support San Diego County Office of Education 6401 Linda Vista Road San Diego CA 921117319 956000935 Government 12000 Support Say Yes to Education - Buffalo 712 Main Street Buffalo NY 14202 462867677 501(c)(3) 16000 Support Schuyler Center for Analysis and Advocacy 540 Broadway New York NY 12207 135562357 501(c)(3) 50000 Support Stand for Children Leadership Center 2121 Southwest Broadway Portland OR 97201 521957214 501(c)(3) 10000 Support Tennessee Educators of Color Alliance 1161 Buggy Cove Clarksville TN 37043 814116061 501(c)(3) 10000 Support The Children's Agenda Inc 1 South Washington Street Rochester NY 14614 201547478 501(c)(3) 50000 Support The New York Immigration Coalition Inc 131 West 33rd Street New York NY 10001 133573409 501(c)(3) 11000 Support The Urban Child Institute 1350 Concourse Avenue Memphis TN 381042027 581514037 501(c)(3) 10000 Support UnifiEd 2200 Amnicola Highway Box 5503 Chattanooga TN 37406 465366288 501(c)(3) 10000 Support United Way of Buffalo & Erie County 742 Delaware Avenue Buffalo NY 14209 160743969 501(c)(3) 6250 Support United Way of New York City 205 East 42nd Street 12th Floor New York NY 10017 132617681 501(c)(3) 23750 Support Urban League of Long Island Inc 100 Terminal Drive Plainview NY 11803 237423001 501(c)(3) 6000 Support Urban League of Louisiana 4640 South Carrollton Avenue New Orleans LA 70119 720423627 501(c)(3) 10000 Support Urban League of Rochester NY Inc 265 N Clinton Avenue Rochester NY 14605 160906150 501(c)(3) 30000 Support Urban League of Westchester County 61 Mitchell Place White Plains NY 10601 131740054 501(c)(3) 20000 Support Veterans Education Success Inc 1250 H Street NW Washington DC 20005 462070196 501(c)(3) 6000 Support Volunteer State Seal of Biliteracy 1014 Lischey Avenue Nashville TN 37207 830831045 501(c)(3) 10000 Support 66 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES: GRANTS ARE MADE TO ORGANIZATIONS WITHIN THE UNITED STATES FOR WORK AND RESEARCH BEING CONDUCTED AT UNIVERSITIES OR ORGANIZATIONS WITHIN THE UNITED STATES. X X X false false false false false false false false false John B King Jr President & CEO 500130 0 0 0 0 0 19950 0 20278 0 540358 0 0 0 Cathy Daniels COO and Secretary/Treasurer (terminated 5/18/21) 271215 0 0 0 0 0 19443 0 16594 0 307252 0 0 0 Amber Arellano Executive Director ETM 195710 0 0 0 0 0 13680 0 888 0 210278 0 0 0 Rachel Stalcup Chief Development Officer 172897 0 0 0 0 0 12572 0 2464 0 187933 0 0 0 Denise Forte Interim CEO 280394 0 0 0 0 0 19323 0 989 0 300706 0 0 0 Wilfredo Del Pilar VP HIGHER EDUCATION 269013 0 0 0 0 0 18841 0 11716 0 299570 0 0 0 Ian Rosenblum Executive Director ETNY (terminated 1/19/21) 226473 0 0 0 0 0 16226 0 888 0 243587 0 0 0 Takirra Winfield Dixon VP Strategic Communications (terminated 4/16/21) 208419 0 0 0 0 0 14902 0 16594 0 239915 0 0 0 Elisha Smith Arrillaga Executive Director ETW (terminated 4/16/21) 203250 0 0 0 0 0 15149 0 20278 0 238677 0 0 0 Ary Spatig-Amerikaner VP P-12 Policy & Practice 199601 0 0 0 0 0 14702 0 20230 0 234533 0 0 0 Tiffany Jones Sr Director of Higher Education Policy (terminated 12/4/20) 167093 0 0 0 0 0 11713 0 11703 0 190509 0 0 0 Christopher Nellum Deputy Director of Research and Policy 164241 0 0 0 0 0 11634 0 11713 0 187588 0 0 0 Robin Harris Managing Editor 162354 0 0 0 0 0 11387 0 11705 0 185446 0 0 0 Brian Rivas Director Policy and Government Relations 157909 0 0 0 0 0 11118 0 9152 0 178179 0 0 0 Maria Darie DIRECTOR OF FINANCE 138591 0 10000 0 0 0 11267 0 11675 0 171533 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE BOARD'S AUDIT COMMITTEE MEETS WITH THE PREPARER TO FULLY REVIEW THE FORM, AND ADDRESS ALL RELATED QUESTIONS AND CONCERNS. THE AUDIT COMMITTEE REPORTS ON THE 990 TO THE ENTIRE BOARD AND RECOMMENDS IT FOR APPROVAL. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS ADMINISTERED ON AN ONGOING BASIS. ALL CONFLICTS THAT ARISE ARE ADDRESSED EXPEDITIOUSLY. Form 990, Part VI, Line 15a Process to establish compensation of top management official DURING FISCAL YEAR 2017 THE ORGANIZATION'S BOARD ENGAGED A SEARCH, RECRUITED AND HIRED A PRESIDENT & CEO. THE COMPENSATION FOR THE PRESIDENT & CEO WAS ESTABLISHED BY THE BOARD OF EDUCATION TRUST THROUGH A COMPARATIVE ANALYSIS OF THE SALARIES AND EXPERIENCE LEVELS OF SIMILAR POSITIONS IN THE INDUSTRY. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE PRESIDENT & CEO WITH THE GUIDELINES OF THE BOARD-APPROVED BUDGET. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE ROUTINELY REQUESTED AS PART OF THE GRANT PROCUREMENT PROCESS. THEREAFTER, A GRANTOR IS PROVIDED WITH ANNUAL AUDITED FINANCIAL STATEMENTS AS THEY BECOME AVAILABLE. Form 990, Part IX, Line 11g Other Fees CONSULTANTS AND FACILITATORS - Total Expense: 3742070, Program Service Expense: 3465648, Management and General Expenses: 205416, Fundraising Expenses: 71006; EDINNOVATIONS INC 1501 K STREET NW STE 200 WASHINGTON DC 20005 273195260 EDUCATIONAL DC 501(c)(3) Type I NA true false false false false false false false false false false false false false false false false false false false