2022-11-15T14:48:11-06:00 2021-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2021-01-01 473044430 STRADA EDUCATION NETWORK INC STRA 3178061200 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 LARRY LUTZ EVP CORPORATE DEVELOPMENT 3178061200 2022-11-15 1 LARRY LUTZ 999009999 SAMANTHA BOKORI P01057347 3174648600 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z STEPHEN MORET 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 654011394 0 X WWW.STRADAEDUCATION.ORG X 2015 DE STRADA EDUCATION NETWORK, 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 NETWORK, 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, MISSIONALIGNED INVESTMENTS, AND OTHER ACTIVITIES. 15 15 132 0 -5669107 149047 63929683 66094873 0 0 117354038 223562771 649802 1856540 181933523 291514184 16079448 20174876 0 0 30584333 30801919 0 0 0 33528696 29122600 80192477 80099395 101741046 211414789 1671156809 2055980919 51335864 43798966 1619820945 2012181953 X STRADA EDUCATION NETWORK, 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 NETWORK, 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, MISSIONALIGNED INVESTMENTS, AND OTHER ACTIVITIES. 0 0 13899245 1856540 STRADA EDUCATION NETWORK, INC. WAS INCORPORATED AS A 501(C)(3) ORGANIZATION. ADDITIONALLY, STRADA EDUCATION NETWORK, 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. 20174876 20174876 STRADA EDUCATION NETWORK, 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. 34074121 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 1 0 1 133 0 1 132 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 15 15 1 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X THOMAS R ERTEL 3178061200 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 WILLIAM HANSEN PRESIDENT & CEO (THRU 2/28/21) 37.00 3.00 X X 1619852 0 1540115 MARLENE COULIS CHAIRMAN 2.00 0.00 X 144540 0 0 ERIK MORENO BOARD MEMBER 2.00 0.00 X 114909 0 0 MICHAEL KING BOARD MEMBER 2.00 0.00 X 114500 0 0 MIRIAM STROUSE BOARD MEMBER 2.00 0.00 X 114500 0 0 THOMAS MANGAS BOARD MEMBER 2.00 0.00 X 114500 0 0 WADE DYKE BOARD MEMBER 2.00 0.00 X 114500 0 0 EDWARD SCHMIDT BOARD MEMBER 2.00 0.00 X 104431 0 0 NICOLE JENKINS BOARD MEMBER (BEG 2/25/21) 2.00 0.00 X 93931 0 0 WILLIAM NEALE BOARD MEMBER 2.00 0.00 X 93570 0 0 MARSHALL GRIGSBY BOARD MEMBER 2.00 0.00 X 93134 0 0 AMINTA BREAUX BOARD MEMBER (BEG 2/25/21) 2.00 0.00 X 92500 0 0 ERNEST NEWBORN II BOARD MEMBER 2.00 0.00 X 92500 0 0 GERARD OLINGER BOARD MEMBER (BEG 2/25/21) 2.00 0.00 X 92500 0 0 ILENE NAGEL BOARD MEMBER 2.00 0.00 X 92500 0 0 JACK MARKELL BOARD MEMBER (THRU 12/21/21) 2.00 0.00 X 92500 0 0 SUREEL CHOKSI BOARD MEMBER 2.00 0.00 X 92500 0 0 THOMAS DAWSON EVP & INTERIM CEO 32.00 8.00 X 571791 0 73575 CAROL D'AMICO EVP MISS ADV & PHIL (THRU 2/24/21) 40.00 0.00 X 593307 0 30745 SCOTT FLEMING EVP CHIEF STRAT/COMM OFF (THRU 1/22/21) 1.00 1.00 X 533746 0 48856 LARRY LUTZ EVP, CORP DEV & SEC (BEG 6/21/21) 32.00 8.00 X 493198 0 70825 RUTH WATKINS EVP 32.00 8.00 X 375039 0 43010 ERIN ROTH EVP LEGAL, GC/CORP SEC (THRU 6/20/21) 32.00 8.00 X 337278 0 69898 MICHAEL AUSTIN SVP, OPER PLAN/ANALYSIS & INTER CFO 35.00 5.00 X 396932 0 73575 LEONARD GURIN SVP, INVESTMENTS 40.00 0.00 X 382492 0 67337 THOMAS R ERTEL SVP & CAO 34.00 6.00 X 384759 0 47898 LAWRENCE ALEXANDER MORRISON SVP, STRAT. PSHIPS & SOL (THRU 8/20/21) 1.00 39.00 X 534753 0 68277 JESSICA HINKLE SVP, STRATEGIC INVESTMENTS 40.00 0.00 X 405645 0 73575 DAVID CLAYTON SVP, CONSUMER INSIGHTS 40.00 0.00 X 402108 0 70825 AMY DUNHAM SVP, MARKETING & COMM 40.00 0.00 X 347457 0 73275 BEN WILDAVKSY SVP, NAT'L ENGAGE (THRU 4/16/21) 40.00 0.00 X 353626 0 57648 TERRY HOLLOWAY FORMER OFFICER 40.00 0.00 X 334644 0 70825 DARYL GRAHAM FORMER OFFICER 39.00 1.00 X 330895 0 56109 10055037 0 2536368 82 1 1 0 GALLUP INC 1001 GALLUP DRIVE OMAHA NE 68102 DATA ANALYSIS SERVICES 772050 THE CICERO GROUP LP 35 NORTH RIO GRANDE STREET SALT LAKE CITY UT 84101 CONSULTING SERVICES 672019 HEART AND MIND STRATEGIES LLC 12355 SUNRISE VALLEY DR STE 340 RESTON VA 20191 CONSULTING SERVICES 606375 CONCENTRICAL LLC 121 SW SALMON STREET STE 800 PORTLAND OR 97204 CONSULTING SERVICES 495100 TAFT STETTINIUS & HOLLISTER LLP 425 WALNUT ST UNIT 1800 CINCINNATI OH 45202 LEGAL FEES 469946 44 66094873 66094873 702601 -5669107 6371708 585357380 362497210 222860170 222860170 222860170 REIMB. FROM AFFILIATES 611710 1718540 1718540 CONSUMER INSIGHTS REP. 611710 138000 138000 1856540 291514184 1856540 -5669107 229231878 20174876 20174876 9411743 9411743 15172469 5196193 9976276 4976931 1988538 2988393 1240776 361219 879557 1350663 1350663 510726 510726 13454850 13454850 7567925 3564434 4003491 1356238 772467 583771 27837 11011 16826 1965221 359291 1605930 2063570 606269 1457301 579529 138221 441308 292045 164659 127386 51463 51463 1118988 330851 788137 679740 199061 480679 DUES & ASSOCIATION FEES 263662 200294 63368 SUBSCRIPTIONS 110000 1828 108172 UBI TAXES -2325000 0 -2325000 55143 4909 50234 80099395 34074121 46025274 0 90901920 58584935 15537314 15605905 13448000 672400 279851 281574 4974135 1872188 3275599 3101947 269296369 327755224 1056476824 1593572487 211398824 48751455 1066868 539465 9475240 7115527 1671156809 2055980919 19385628 20357407 10347034 16809135 138000 0 16718702 0 4746500 6632424 51335864 43798966 X 1619820945 2012181953 1619820945 2012181953 1671156809 2055980919 X 211414789 60236228 120709991 X 0 1 X 1 0 X X X 4 ROADTRIP NATION LTD 263889207 7 1 1586002 782886 COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING 132890752 7 1 343300 1296868 INSIDE TRACK INC 843640492 10 1 460000 995371 STRADA COLLABORATIVE INC 861250084 7 1 1931262 1129572 4 4320564 4204697 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART I, LINE 12G: STRADA EDUCATION NETWORK, INC. PROVIDED NON-MONETARY SUPPORT INCLUDING ACCOUNTING, FINANCE, LEGAL, MARKETING, INFORMATION TECHNOLOGY, AND GENERAL MANAGEMENT SUPPORT TO OUR SUPPORTED ORGANIZATIONS INCLUDING DIRECT COSTS RELATED TO THE COMPLETION OF SUCH ACTIVITIES. SCHEDULE A, PART IV, SECTION A, LINE 5A: STRADA EDUCATION NETWORK, INC. REMOVED THE FOLLOWING SUPPORTED ORGANIZATIONS DURING TAX YEAR 2021: - ROADTRIP NATION, LTD. - 26-3889207 - COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING - 13-2890752 - INSIDE TRACK, INC. - 84-3640492 EFFECTIVE OCTOBER 1, 2021, ROADTRIP NATION, LTD., COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, AND INSIDE TRACK, INC. WERE MERGED OUT OF EXISTENCE INTO A RELATED ORGANIZATION, STRADA COLLABORATIVE, INC. THE CERTIFICATE OF INCORPORATION WAS AMENDED ON DECEMBER 17, 2021 TO REMOVE THE MERGED SUPPORTED ORGANIZATIONS BY NAME FROM THE DOCUMENT. STRADA EDUCATION NETWORK, INC. ADDED THE FOLLOWING SUPPORTED ORGANIZATION DURING TAX YEAR 2021: - STRADA COLLABORATIVE, INC. - 86-1250084 EFFECTIVE AUGUST 23, 2021, STRADA EDUCATION NETWORK, INC. AMENDED ITS CERTIFICATE OF INCORPORATION TO ADD THIS ORGANIZATION BY NAME, AS A SUPPORTED ORGANIZATION. SCHEDULE A, PART IV, SECTION A, LINE 6: STRADA EDUCATION NETWORK, 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 NETWORK, INC. ADDITIONALLY PROVIDED LIMITED MATCHING GRANT SUPPORT TO POST-SECONDARY EDUCATIONAL INSTITUTIONS 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 NETWORK, INC. MAINTAINS OPERATIONS. SCHEDULE A, PART IV, SECTION C, LINE 1: STRADA EDUCATION NETWORK, INC., THE PARENT AND SUPPORTING ORGANIZATION OF COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, INSIDE TRACK, INC. AND ROADTRIP NATION, LTD., WAS ORGANIZED TO OPERATE FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATIONS. COMMON SUPERVISION AND CONTROL ARE ESTABLISHED THROUGH STRADA EDUCATION NETWORK, INC.'S OVERSIGHT AND DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS. AS OF OCTOBER 1, 2021, COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, INSIDE TRACK, INC. AND ROADTRIP NATION, LTD. WERE MERGED INTO STRADA COLLABORATIVE, INC. ADDITIONALLY, STRADA EDUCATION NETWORK, INC. BECAME THE SUPPORTING ORGANIZATION TO STRADA COLLABORATIVE, INC. ON AUGUST 23, 2021. STRADA EDUCATION NETWORK, 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 NETWORK, INC. IS SOLELY RESPONSIBLE FOR THE ELECTION OF THE BOARD OF TRUSTEES OF COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, INSIDE TRACK, INC., ROADTRIP NATION, LTD., AND AFTER AUGUST 23, 2021, STRADA COLLABORATIVE, INC., WHO THEN ELECT THE OFFICERS OF EACH SUPPORTED ORGANIZATION. THE MAJORITY OF THE BOARDS OF EACH OF THESE SUPPORTED ORGANIZATIONS CONSIST OF TRUSTEES OF STRADA EDUCATION NETWORK, INC., INCLUDING A MAJORITY OF THE OFFICERS OF STRADA EDUCATION NETWORK, INC. THIS OVERLAP ENSURES A CLOSE AND CONTINUOUS WORKING RELATIONSHIP BETWEEN THE ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2445436 646065 1799371 2424423 1153130 1271293 104276 72993 31283 3101947 FIXED INCOME: CORPORATE BONDS 148628768 F FIXED INCOME: ASSET-BACKED SECURITIES 69602695 F FIXED INCOME: MUNICIPAL BONDS 45606372 F EQUITY SECURITIES 247346580 F DIRECT INVESTMENTS - EQUITY 65514639 F DIRECT INVESTMENTS - DEBT 22439728 F PRIVATE EQUITY FUNDS 603955166 F PRIVATE CREDIT FUNDS 17919193 F LLP & LLC'S/POOLED ACCOUNTS 372559346 F 1593572487 DUE TO AFFILIATE 6632424 6632424 X PART X, LINE 2: PER THE CONSOLIDATED FINANCIAL STATEMENTS OF STRADA EDUCATION NETWORK, 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, 2021 OR 2020." 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STRADA EDUCATION NETWORK, 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 NETWORK, INC. HAS SPONSORED. X X 1 1 X X X X X 1 1 0 0 0 0 0 1 0 WILLIAM HANSEN PRESIDENT & CEO (THRU 2/28/21) 131660 0 0 0 1488192 0 1503919 0 36196 0 3159967 0 0 0 THOMAS DAWSON EVP & INTERIM CEO 323381 0 149825 0 98585 0 31100 0 42475 0 645366 0 0 0 CAROL D'AMICO EVP MISS ADV & PHIL (THRU 2/24/21) 51674 0 122100 0 419533 0 17402 0 13343 0 624052 0 375000 0 LAWRENCE ALEXANDER MORRISON SVP, STRAT. PSHIPS & SOL (THRU 8/20/ 166556 0 111650 0 256547 0 28757 0 39520 0 603030 0 0 0 SCOTT FLEMING EVP CHIEF STRAT/COMM OFF (THRU 1/22/ 23370 0 109794 0 400582 0 13333 0 35523 0 582602 0 357000 0 LARRY LUTZ EVP, CORP DEV & SEC (BEG 6/21/21) 315961 0 145215 0 32022 0 31100 0 39725 0 564023 0 0 0 JESSICA HINKLE SVP, STRATEGIC INVESTMENTS 262365 0 118650 0 24630 0 31100 0 42475 0 479220 0 0 0 DAVID CLAYTON SVP, CONSUMER INSIGHTS 275284 0 103125 0 23699 0 31100 0 39725 0 472933 0 0 0 MICHAEL AUSTIN SVP, OPER PLAN/ANALYSIS & INTER CFO 249145 0 123320 0 24467 0 31100 0 42475 0 470507 0 0 0 LEONARD GURIN SVP, INVESTMENTS 245297 0 113400 0 23795 0 31100 0 36237 0 449829 0 0 0 THOMAS R ERTEL SVP & CAO 260008 0 101140 0 23611 0 31100 0 16798 0 432657 0 0 0 AMY DUNHAM SVP, MARKETING & COMM 237242 0 90000 0 20215 0 31100 0 42175 0 420732 0 0 0 RUTH WATKINS EVP 299802 0 50000 0 25237 0 11600 0 31410 0 418049 0 0 0 BEN WILDAVKSY SVP, NAT'L ENGAGE (THRU 4/16/21) 65118 0 91125 0 197383 0 16416 0 41232 0 411274 0 0 0 ERIN ROTH EVP LEGAL, GC/CORP SEC (THRU 6/20/21 155934 0 144866 0 36478 0 30244 0 39654 0 407176 0 0 0 TERRY HOLLOWAY FORMER OFFICER 219353 0 90200 0 25091 0 31100 0 39725 0 405469 0 0 0 DARYL GRAHAM FORMER OFFICER 226057 0 84375 0 20463 0 31097 0 25012 0 387004 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 2021, ONE OFFICER, ONE HIGHEST COMPENSATED EMPLOYEE AND THIRTEEN BOARD MEMBERS USED FIRST CLASS TRAVEL. 2. HEALTH OR SOCIAL CLUB DUES - STRADA EDUCATION NETWORK, 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 2021, TWO OFFICERS AND TWO 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 NETWORK, INC. A SEVERANCE PAYMENT WAS MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: WILLIAM D. HANSEN - $972,027 CAROL D'AMICO - $375,000 LAWRENCE ALEXANDER MORRISON - $202,725 SCOTT FLEMING - $357,000 BEN WILDAVSKY - $159,800 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. NO PAYMENTS WERE MADE UNDER THE PLAN DURING CALENDAR YEAR 2021. 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 NETWORK, INC. BOARDS OR BY VIRTUE OF THEIR EMPLOYMENT WITH RELATED STRADA EDUCATION NETWORK, INC. ENTITIES. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE AUGUST 23, 2021 STRADA EDUCATION NETWORK, INC. AMENDED ITS CERTIFICATE OF INCORPORATION. THE SIGNIFICANT CHANGE IS AS FOLLOWS: - STRADA COLLABORATIVE, INC. WAS ADDED AS A SUPPORTED ORGANIZATION UNDER THE RESERVED POWERS OF STRADA EDUCATION NETWORK, INC. EFFECTIVE DECEMBER 17, 2021 STRADA EDUCATION NETWORK, INC. AMENDED ITS CERTIFICATE OF INCORPORATION. THE SIGNIFICANT CHANGE IS AS FOLLOWS: - ROADTRIP NATION, LTD., COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, AND INSIDE TRACK, INC. WERE REMOVED AS SUPPORTED ORGANIZATIONS OF STRADA EDUCATION NETWORK, INC. 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 NETWORK, INC.'S CEO AND THE OTHER OFFICERS FOR CALENDAR YEAR 2021 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 XI, LINE 9: TRANSFER OF NET ASSETS TO ROADTRIP NATION, LTD. -3,690,000. DIVIDEND FROM STRADA SOLUTIONS, INC. 275,000,000. RETIREE HEALTH BENEFIT ADJUSTMENT (FAS158) -50,651. REVERSAL OF PRIOR YEAR GRANTS -1,222. WRITE-OFF OF INVESTMENT IN EMSI, LLC -150,548,136. 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