2025-07-21T16:19:42-05:00 2024-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990 2024-01-01 201978102 EDUCATION RESOURCE STRATEGIES INC EDUC 6176078000 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 GREG HILLS CHIEF OPERATING OFFICER 6176078000 2025-07-21 1 0 SANDRA M BROWN CPA P01614103 5088717178 2025-07-21 2024 2025-03-06 01:10:19Z GREG HILLS 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 17400214 0 X WWW.ERSTRATEGIES.ORG X 2004 MA ERS EMPOWERS SCHOOL SYSTEM LEADERS TO MAKE TRANSFORMATIVE SHIFTS IN RESOURCES, STRUCTURES, AND PRACTICES SO THAT ALL STUDENTS, ESPECIALLY THOSE WITH THE GREATEST LEARNING NEEDS AND THOSE FURTHEST FROM OPPORTUNITY, ATTEND A SCHOOL WHERE THEY CAN LEARN AND THRIVE. WE PARTNER WITH DISTRICT TEAMS, EXPAND LEADERS' KNOWLEDGE AND SKILLS, AND SHARE LESSONS AND TOOLS WITH THE FIELD. 9 8 96 0 0 0 8525624 3439083 9127387 10705405 261350 578858 15550 12212 17929911 14735558 125000 212500 0 0 12046374 13193458 0 0 403907 4503009 3889131 16674383 17295089 1255528 -2559531 21719071 16751147 7115041 4349112 14604030 12402035 X ERS EMPOWERS SCHOOL SYSTEM LEADERS TO MAKE TRANSFORMATIVE SHIFTS IN RESOURCES, STRUCTURES, AND PRACTICES SO THAT ALL STUDENTS - ESPECIALLY THOSE WITH THE GREATEST LEARNING NEEDS AND THOSE FURTHEST FROM OPPORTUNITY - ATTEND A SCHOOL WHERE THEY CAN LEARN AND THRIVE. WE PARTNER WITH DISTRICT TEAMS, EXPAND LEADERS' KNOWLEDGE AND SKILLS, AND SHARE LESSONS AND TOOLS WITH THE FIELD. 0 0 12281372 212500 10590655 CONSULTING:ERS PARTNERS WITH SCHOOL SYSTEMS AND STATE EDUCATION AGENCIES THROUGH PROJECTS FOCUSED ON DATA (ANALYSIS & BENCHMARKING), DESIGN (STRATEGY, RESOURCE TRADE-OFFS, & CONSENSUS BUILDING), AND IMPLEMENTATION (PLANNING & MONITORING). WE SUPPORT DISTRICT AND STATE EDUCATION LEADERS AND FOCUS ON HOW RESOURCES (PEOPLE, TIME, AND MONEY) WORK TOGETHER TO CREATE STRATEGIC SYSTEMS THAT SUPPORT STRONG SCHOOLS. WE BRING THE LATEST RESEARCH FROM TEH FIELD TO EVERY PARTNERSHIP, PROVIDING RIGOROUS QUANTITATIVE AND QUALITATIVE ANALYSIS AND FACILITATING DECISION-MAKING PROCESSES TO DRIVE CHANGE. 2498428 0 126962 FIELD BUILDING:ERS OFFERS STANDALONE WORKSHOPS FOR DISTRICT AND STATE EDUCATION LEADERS INTERESTED IN GROWING THEIR SKILLSETS OR EXPAND THEIR KNOWLEDGE BASE ABOUT STRATEGIC RESOURCE USE. ERS FACILITATES LEADERSHIP DEVELOPMENT NETWORKS AND COHORTS THAT BRING TOGETHER CROSS-FUNCTIONAL DISTRICT TEAMS USING PROFESSIONAL LEARNING BEST PRACTICES. ADDITIONALLY, ERS HAS A SUITE OF FREE TOOLS, PUBLICATIONS, AND RESEARCH THAT HIGHLIGHTS DISTRICT AND STATE SUCCESS STORIES, LESSONS WE HAVE LEARNED THROUGH OUR PARTNERSHIPS, AND BEST PRACTICES. 14779800 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 41 0 96 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 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 CHIEF EXECUTIVE OFFICER 6176078000 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 KAREN H MILES CHIEF EXECUTIVE OFFICER/CHAIR 40.00 X X 228055 0 25827 MARCIA BLENKO DIRECTOR 1.00 X 0 0 0 JEAN-CLAUDE BRIZARD DIRECTOR 1.00 X 0 0 0 ELLEN GUINEY DIRECTOR 1.00 X 0 0 0 KIRA ORANGE JONES DIRECTOR 1.00 X 0 0 0 PETER C GORMAN DIRECTOR 1.00 X 0 0 0 DESMOND BLACKBURN FORMER DIRECTOR 1.00 X 0 0 0 ERIC GORDON DIRECTOR 1.00 X 0 0 0 IRVIN LEON SCOTT FORMER DIRECTOR 1.00 X 0 0 0 ANN CLARK DIRECTOR 1.00 X 0 0 0 MONICA HIGGINS DIRECTOR 1.00 X 0 0 0 GREG HILLS COO/MANAGING PARTNER 40.00 X 291676 0 4359 RENEE HARPER CHIEF FINANCIAL OFFICER 40.00 X 203396 0 12076 JONATHAN TRAVERS PRESIDENT/MANAGING PARTNER 40.00 X 290215 0 42607 KATHRYN ROY CLERK, PARTNER & GENERAL COUNSEL 40.00 X 209005 0 9265 BETTY CHANG MANAGING PARTNER 40.00 X 201191 0 32966 VENTURA RODRIGUEZ PARTNER 40.00 X 251480 0 11459 JOSEPH J TRAWICK-SMITH PARTNER 40.00 X 235633 0 25952 ANGELA KING SMITH PARTNER 40.00 X 232862 0 20556 DAVID ROSENBERG PARTNER 40.00 X 272470 0 8740 TARA ANDERSON DIRECTOR, CONSULTING 40.00 X 196610 0 10802 2612593 0 204609 48 0 1 0 GREEN RIVER DATA ANALYSIS LLC 167 MAIN STREET BRATTLEBORO VT 05301 SOFTWARE DEVELOPMENT 251763 SUPPORTED LLC 3927 BLENHEIM BLVD 102C FAIRFAX VA 22030 PROGRAM SUPPORT 140000 RUSSELL REYNOLDS ASSOCIATES INC 277 PARK AVENUE SUITE 3800 NEW YORK NY 10172 RECRUITMENT SERVICES 120780 HUMAN RESOURCES CONCEPTS LLC 111 CHARLES STREET MANCHESTER NH 03101 HUMAN RESOURCES 106620 4 3439083 3439083 CONTRACT SERVICE REVENUE 611710 10590655 10590655 LICENSING INCOME 611710 114750 114750 10705405 297293 297293 2946221 2664656 281565 281565 281565 MISCELLANEOUS INCOME 900099 12212 12212 12212 14735558 10717617 0 578858 212500 212500 1584753 1150003 290608 144142 9822297 8835875 806397 180025 267930 254035 11451 2444 542144 474532 67612 976334 824794 122756 28784 18748 1320 17390 38 70775 70775 93503 93503 972887 767693 201463 3731 674877 419033 247541 8303 908448 773606 112368 22474 310621 296810 9815 3996 64793 55175 8015 1603 369155 357235 9464 2456 64209 55279 7324 1606 PROFESSIONAL DEVELOPMEN 328312 294340 29868 4104 MISCELLANEOUS 12803 7570 5032 201 17295089 14779800 2111382 403907 2154924 469860 3862 4941 251750 3985208 1995880 259185 316964 2953249 2045594 1050348 907655 10134738 9475193 4130806 3328904 21719071 16751147 1989015 565442 429493 71143 4696533 3712527 7115041 4349112 X 9800283 9937740 4803747 2464295 14604030 12402035 21719071 16751147 -2559531 357536 0 X 0 1 X 1 0 X 11485861 9703176 10999059 17513261 14029748 63731105 11485861 9703176 10999059 17513261 14029748 63731105 13891586 49839519 260303 291977 320233 354609 297293 1524415 8729 10555 15550 12212 47046 65302566 682875 0.76320 0.69700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2021 AMOUNT: $ 8,729. 2022 AMOUNT: $ 10,555. 2023 AMOUNT: $ 15,550. 2024 AMOUNT: $ 12,212. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 316274 279702 36572 378452 346131 32321 2258523 1419761 838762 907655 SECURITY DEPOSIT 88000 RIGHT OF USE ASSET, OPERATING LEASE 3194039 RIGHT OF USE ASSET, FINANCE LEASE 46865 3328904 OPERATING LEASE LIABILITY 3664559 FINANCE LEASE LIABILITY 47968 3712527 14999591 357536 357536 14642055 93503 93503 14735558 17201586 0 17201586 93503 93503 17295089 1 EDUCATION TRUST 1250 H STREET NW SUITE 700 WASHINGTON DC 20005 521982223 501(C)3 0 212500 N/A N/A PROGRAM SUPPORT 1 0 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 PRESIDENT/MANAGING PARTNER 290215 0 0 0 0 0 16250 0 26357 0 332822 0 0 0 GREG HILLS COO/MANAGING PARTNER 291676 0 0 0 0 0 3625 0 734 0 296035 0 0 0 DAVID ROSENBERG PARTNER 272470 0 0 0 0 0 7313 0 1427 0 281210 0 0 0 VENTURA RODRIGUEZ PARTNER 251480 0 0 0 0 0 10725 0 734 0 262939 0 0 0 JOSEPH J TRAWICK-SMITH PARTNER 235633 0 0 0 0 0 12500 0 13452 0 261585 0 0 0 KAREN H MILES CHIEF EXECUTIVE OFFICER/CHAIR 228055 0 0 0 0 0 12375 0 13452 0 253882 0 0 0 ANGELA KING SMITH PARTNER 232862 0 0 0 0 0 4750 0 15806 0 253418 0 0 0 BETTY CHANG MANAGING PARTNER 201191 0 0 0 0 0 11052 0 21914 0 234157 0 0 0 KATHRYN ROY CLERK, PARTNER & GENERAL COUNSEL 209005 0 0 0 0 0 9010 0 255 0 218270 0 0 0 RENEE HARPER CHIEF FINANCIAL OFFICER 203396 0 0 0 0 0 11104 0 972 0 215472 0 0 0 TARA ANDERSON DIRECTOR, CONSULTING 196610 0 0 0 0 0 10802 0 0 0 207412 0 0 0 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 990 WAS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD PRIOR TO FILING AND WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. 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.