2022-08-11T08:32:55-05:00 2021-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2021-01-01 201978102 EDUCATION RESOURCE STRATEGIES INC EDUC 6176078000 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 KAREN BAROODY PARTNER AND MANAGING DIRECTOR 6176078000 2022-08-11 1 KAREN BAROODY 999009999 SANDRA M BROWN CPA P01614103 5088717178 2022-08-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KAREN BAROODY 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 13034911 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. 7 7 79 0 0 0 6901990 4480649 4672558 5299715 211491 310259 16649 8729 11802688 10099352 200000 200000 0 0 6557592 7649533 0 0 262585 2148744 2718633 8906336 10568166 2896352 -468814 16153223 16861900 349093 1035414 15804130 15826486 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 7572669 200000 5222527 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. 1422247 85917 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. 8994916 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 24 0 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 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 KAREN H MILES PRESIDENT & CEO 32.00 X 216268 0 24698 RENEE HARPER DIR OF FINANCE & OPERATIONS 45.00 X 155350 0 6145 KAREN BAROODY PARTNER & MANAGING DIRECTOR 20.00 X 144720 0 7200 JONATHAN TRAVERS MANAGING PARTNER 45.00 X 243486 0 29870 DAVID ROSENBERG PARTNER 45.00 X 228186 0 24511 BETTY CHANG PARTNER 45.00 X 182410 0 29315 KRISTAN SINGLETON DIRECTOR, TOOLS & TRAINING 45.00 X 168174 0 6152 LAURA SCHICK MANAGER 45.00 X 167247 0 19643 TARA ANDERSON MANAGER 45.00 X 149509 0 13691 EDWARD BRANCHAUD MANAGER 45.00 X 148929 0 8912 CHRISTOPHER CLEVELAND MANAGER 45.00 X 142513 0 750 KRISTEN FERRIS PARTNER 45.00 X 137596 0 3231 SARAH SEYLER MANAGER 45.00 X 135436 0 12388 2219824 0 186506 13 0 1 0 GREEN RIVER DATA ANALYSIS LLC 167 MAIN STREET SUITE 103 BRATTLEBORO VT 05301 SOFTWARE DEVELOPMENT 306420 EDUCATION FIRST CONSULTING LLC PO BOX 22871 SEATTLE WA 981220871 PROGRAM CONSULTING 206500 RUSSELL REYNOLDS ASSOCIATES INC 277 PARK AVE SUITE 3800 NEW YORK NY 10172 RECRUITING SERVICES 166050 ADVIZEX TECHNOLOGIES LLC 6480 ROCKSIDE WOODS BLVD STE 190 INDEPENDENCE OH 44131 TECHNOLOGY INFRASTRUCTURE 159103 FOURPOINT EDUCATION PARTNERS 8610 RIDGE ROAD BETHESDA MD 20817 PROGRAM CONSULTING 120000 5 4480649 4480649 CONTRACT SERVICE REVENUE 611710 5222527 5222527 LICENSING INCOME 611710 77188 77188 5299715 291977 291977 2953841 2935559 18282 18282 18282 MISCELLANEOUS 900099 8729 8729 8729 10099352 5308444 0 310259 X 200000 200000 1690744 1408237 222596 59911 4994497 4454691 399412 140394 118589 102338 12372 3879 380299 321508 50416 8375 465404 405440 45464 14500 26525 26525 2610 2610 1086218 719103 363891 3224 451898 392624 49980 9294 49755 44913 3425 1417 558005 475826 68978 13201 24663 21520 2844 299 371731 358363 8034 5334 31595 26942 3906 747 PROFESSIONAL DEVELOPMEN 102511 54525 46527 1459 MISCELLANEOUS 13122 8886 3685 551 10568166 8994916 1310665 262585 1610203 956711 9278 9283 387500 337500 783854 1499270 240341 215790 8157627 7390651 847107 766976 12186940 12988370 88000 88000 16153223 16861900 248023 515932 101070 519482 349093 1035414 X 11970954 12379528 3833176 3446958 15804130 15826486 16153223 16861900 -468814 577494 -86324 0 X 0 1 X 1 0 X 8614756 9518520 10674420 11485861 9703176 49996733 8614756 9518520 10674420 11485861 9703176 49996733 14568222 35428511 167005 277378 284178 260303 291977 1280841 8729 8729 51286303 269265 0.69080 0.63630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2021 AMOUNT: $ 8,729. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 266906 255355 11551 309726 296830 12896 7580995 6838466 742529 766976 10590523 577495 577495 10013028 86324 86324 10099352 10568166 0 10568166 0 10568166 1 EDUCATION TRUST 1250 H STREET NW SUITE 700 WASHINGTON DC 20005 521982223 501(C)3 200000 0 FMV NA PROGRAM SUPPORT 1 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 243486 0 0 0 0 0 9750 0 20120 0 273356 0 0 0 DAVID ROSENBERG PARTNER 228186 0 0 0 0 0 5917 0 18594 0 252697 0 0 0 KAREN H MILES PRESIDENT & CEO 216268 0 0 0 0 0 11050 0 13648 0 240966 0 0 0 BETTY CHANG PARTNER 182410 0 0 0 0 0 9500 0 19815 0 211725 0 0 0 LAURA SCHICK MANAGER 167247 0 0 0 0 0 7750 0 11893 0 186890 0 0 0 KRISTAN SINGLETON DIRECTOR, TOOLS & TRAINING 168174 0 0 0 0 0 4800 0 1352 0 174326 0 0 0 TARA ANDERSON MANAGER 149509 0 0 0 0 0 7500 0 6191 0 163200 0 0 0 RENEE HARPER DIR OF FINANCE & OPERATIONS 155350 0 0 0 0 0 3875 0 2270 0 161495 0 0 0 EDWARD BRANCHAUD MANAGER 148929 0 0 0 0 0 7675 0 1237 0 157841 0 0 0 KAREN BAROODY PARTNER & MANAGING DIRECTOR 144720 0 0 0 0 0 7200 0 0 0 151920 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT AND CEO'S FATHER IS A MEMBER OF THE BOARD OF DIRECTORS. 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 IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 572,153. MANAGEMENT AND GENERAL EXPENSES 359,098. FUNDRAISING EXPENSES 2,307. TOTAL EXPENSES 933,558. PROGRAM SUPPORT: PROGRAM SERVICE EXPENSES 146,950. MANAGEMENT AND GENERAL EXPENSES 4,793. FUNDRAISING EXPENSES 917. TOTAL EXPENSES 152,660.