THE OPPORTUNITY TRUST: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE OPPORTUNITY TRUST (EIN 82-1838644)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-14
- IRS object ID
- 202120149349300837
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-14T14:37:51-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264532849 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURK & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1034 SOUTH BRENTWOOD BLVD STE 2000 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821838644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OPPORTUNITY TRUST | BusinessNameLine1Txt |
| Business Name Line2 | D/B/A ZEST EDUCATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPPO | BusinessNameControlTxt |
| Phone | 3143285688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4220 DUNCAN AVENUE NO 201 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC SCROGGINS | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 3143285688 | PhoneNum |
| Signature | 2021-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNAH R PURK CPA | PreparerPersonNm |
| PTIN | P00614610 | PTIN |
| Phone | 3148844000 | PhoneNum |
| Preparation | 2021-01-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC SCROGGINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4220 DUNCAN AVENUE NO 201 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,183,458 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://THEOPPORTUNITYTRUST.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | BUILD A NETWORK OF PARENTS, EDUCATIONAL ENTREPENEURS, AND ADVOCATES COMMITTED TO REIMAGINING | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,343,935 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,181,008 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $844 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,450 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,344,779 | PYTotalRevenueAmt |
| CY Total Revenue | $7,183,458 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,057,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,776,904 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $730,649 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,378,242 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,397 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,343,532 | PYOtherExpensesAmt |
| CY Other Expenses | $2,524,000 | CYOtherExpensesAmt |
| PY Total Expenses | $4,131,931 | PYTotalExpensesAmt |
| CY Total Expenses | $6,679,146 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,212,848 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $504,312 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,574,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,457,653 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $680,645 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,799 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,893,542 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,397,854 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OPPORTUNITY TRUST IS A NONPROFIT ORGANIZATION THAT ENGAGES PARENTS AND TEACHERS, AS WELL AS LEADERS IN SCHOOLS TO HELP ENHANCE PUBLIC EDUCATION IN ST. LOUIS. OUR GOAL IS TO BUILD ONE OF THE MOST INNOVATIVE PUBLIC EDUCATION SYSTEMS IN AMERICA IN ST. LOUIS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,227,673 | ExpenseAmt |
| Grant | $1,577,830 | GrantAmt |
| Desc | OUR FIRST STRATEGIC PRIORITY IS FOCUSED ON GROWING THE CAPACITY OF ST. LOUIS' MOST SUCCESSFUL SCHOOLS, LAUNCHING NEW AND INNOVATIVE SCHOOLS, AND STRENGTHENING EXISTING SCHOOLS WITH STRONG LEADERSHIIP. THIS PROGRAM AREA IDENTIFIES AND DEVELOPS LEADERS TO PLAN AND LAUNCH NEW SCHOOLS IN THE REGION. THIS PROGRAM AREA FUNDS A) THE PLANNING AND EXPANSION OF EXISTING, HIGH PERFORMING SCHOOLS OR NETWORKS OF SCHOOLS, B) THE PLANNING AND IMPROVEMENT EFFORTS FOR EXISTING SCHOOLS THAT ARE LOW OR MEDIUM QUALITY, AND C) WORKS TO EXPAND ENROLLMENT IN DISTRICT SCHOOLS WHERE SCHOOL LEADERS HAVE AUTONOMY OVER THEIR CURRICULUM, ASSESSMENT, HIRING, FINANCES AND OTHER AREAS OF SCHOOL OPERATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $751,768 | ExpenseAmt |
| Grant | $500,000 | GrantAmt |
| Desc | OUR SECOND STRATEGIC PRIORITY ENSURES THE REGION HAS THE NECESSARY TEACHER AND SCHOOL LEADERSHIP TALENT AND THAT TALENT IS STRATEGICALLY DEPLOYED TO GROW QUALITY SEATS. THIS PROGRAM AREA WORKS TO A) RECRUIT BEST-IN-CLASS TEACHER DEVELOPMENT PROGRAMS TO PROVIDE SUPPORT TO TEACHERS IN TARGET DISTRICTS AND SCHOOLS B) FUND THE EXPANSION OF EXISTING HIGH QUALITY TEACHER AND SCHOOL LEADER TALENT PIPELINES IN THE REGION, AND C) FUND THE CREATION OF NEW TEACHER AND SCHOOL LEADER TALENT DEVELOPMENT EFFORTS IN THE REGION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,541,018 | ExpenseAmt |
| Grant | $679,074 | GrantAmt |
| Desc | OUR THIRD STRATEGIC PRIORITY HELPS PARENTS ACCESS AND ADVOCATE FOR BETTER SCHOOLS AND HELPS EDUCATORS USE DATA TO ACCELERATE IMPROVEMENT. THIS PROGRAM AREA FUNDS A) TARGETED RESEARCH AND EVALUATION PROJECTS THAT ADDRESS PROBLEMS OF EDUCATION PRACTICE AND POLICY IN THE REGION, B) THE INCUBATION OF PARENT LEADER GROUPS THROUGHOUT THE REGION, C) THE CREATION OF A DIGITAL SCHOOL FINDER AND RELATED RESOURCES FOR PARENTS AND SCHOOL LEADERS, AND D) THE ESTABLISHMENT OF A UNIFIED ENROLLMENT SYSTEM ACROSS ALL CITY SCHOOL TYPES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $618,152 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $618,152 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $20,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,138,611 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC SCROGGINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3143285688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4220 DUNCAN AVE 2ND FLOOR | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| MICHAEL JONES | |||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN LEMKEMEIER | |||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TODD R SCHNUCK | |||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIC SCROGGINS | |||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | Yes (X) | $337,500 | $0 | $0 | |
| JOHN W KEMPER | |||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JESSICA PENA | |||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEITH WILLIAMSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARCUS ROBINSON | |||||||
| KEY EMPLOYEE | 40.00 | $200,000 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $537,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN CARTWRIGHT | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 OWEN PLACE NE | AddressLine1Txt |
| City | WASHINGTON DC | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $108,239 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $153,700 | GovernmentGrantsAmt |
| All Other Contributions | $7,027,308 | AllOtherContributionsAmt |
| Total Contributions | $7,181,008 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,450 | TotalRevenueColumnAmt |
| Exclusion | $2,450 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,183,458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,776,904 | TotalAmt |
| Program Services | $2,776,904 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,666 | TotalAmt |
| Program Services | $448,578 | ProgramServicesAmt |
| Management And General | $68,088 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,088 | TotalAmt |
| Program Services | $625,193 | ProgramServicesAmt |
| Management And General | $94,895 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,626 | TotalAmt |
| Program Services | $74,342 | ProgramServicesAmt |
| Management And General | $11,284 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,862 | TotalAmt |
| Program Services | $48,500 | ProgramServicesAmt |
| Management And General | $7,362 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,884 | TotalAmt |
| Program Services | $21,654 | ProgramServicesAmt |
| Management And General | $10,159 | ManagementAndGeneralAmt |
| Fundraising | $1,071 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,102,636 | TotalAmt |
| Program Services | $1,926,490 | ProgramServicesAmt |
| Management And General | $175,624 | ManagementAndGeneralAmt |
| Fundraising | $522 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,787 | TotalAmt |
| Program Services | $94,586 | ProgramServicesAmt |
| Management And General | $29,201 | ManagementAndGeneralAmt |
| Fundraising | $15,000 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,051 | TotalAmt |
| Program Services | $23,641 | ProgramServicesAmt |
| Management And General | $52,338 | ManagementAndGeneralAmt |
| Fundraising | $72 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,887 | TotalAmt |
| Program Services | $79,475 | ProgramServicesAmt |
| Management And General | $57,753 | ManagementAndGeneralAmt |
| Fundraising | $3,659 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,701 | TotalAmt |
| Program Services | $5,083 | ProgramServicesAmt |
| Management And General | $1,618 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EVENTS | Desc |
| Total | $26,054 | TotalAmt |
| Program Services | $14,165 | ProgramServicesAmt |
| Management And General | $8,816 | ManagementAndGeneralAmt |
| Fundraising | $3,073 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,679,146 | TotalAmt |
| Program Services | $6,138,611 | ProgramServicesAmt |
| Management And General | $517,138 | ManagementAndGeneralAmt |
| Fundraising | $23,397 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,572,637 | BOYAmt |
| EOY | $3,445,853 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,250 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,550 | BOYAmt |
| EOY | $1,550 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,574,187 | BOYAmt |
| EOY | $3,457,653 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,145 | BOYAmt |
| EOY | $59,799 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $626,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,645 | BOYAmt |
| EOY | $59,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,893,542 | BOYAmt |
| EOY | $3,397,854 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,893,542 | BOYAmt |
| EOY | $3,397,854 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,574,187 | BOYAmt |
| EOY | $3,457,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $504,312 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $763,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $655,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,343,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,181,008 | CurrentTaxYearAmt |
| Total | $14,943,583 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $763,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $655,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,343,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,181,008 | CurrentTaxYearAmt |
| Total | $14,943,583 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $14,943,583 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $83 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,450 | CurrentTaxYearAmt |
| Total | $3,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,947,072 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $229,400 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $229,400 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,449,744 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,679,144 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $483,957 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $120,989 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $51,257 | CurrentYearMinus3Amt |
| Current Year Minus2 | $84,366 | CurrentYearMinus2Amt |
| Current Year Minus1 | $356,597 | CurrentYearMinus1Amt |
| Current Year | $483,957 | CurrentYearAmt |
| Total | $976,177 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,464,266 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $11,116 | CurrentYearMinus3Amt |
| Current Year Minus2 | $28,539 | CurrentYearMinus2Amt |
| Current Year Minus1 | $117,881 | CurrentYearMinus1Amt |
| Current Year | $229,400 | CurrentYearAmt |
| Total | $386,936 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,814 | CurrentYearMinus3Amt |
| Current Year Minus2 | $21,092 | CurrentYearMinus2Amt |
| Current Year Minus1 | $89,149 | CurrentYearMinus1Amt |
| Current Year | $120,989 | CurrentYearAmt |
| Total | $244,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $366,066 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $7,181,008 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,181,008 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,450 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,450 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,183,458 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,679,146 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,679,146 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,679,146 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 4B - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | INVESTMENT INCOME 2,450. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CITY GARDEN MONTESSORI | |||||||
| 1618 TOWER GROVE AVE | ST LOUIS | MO | 63110 | 431671014 | 501(C)(3) | $400,000 | HIGH PERFORMING EXPANSION |
| HAWTHORN LEADERSHIP SCHOOL | |||||||
| 1901 NORTH KINGSHIGHWAY BLVD | ST LOUIS | MO | 63113 | 462334548 | 501(C)(3) | $50,000 | EXISTING SCHOOL IMPROVEMENTS |
| FORWARD THROUGH FERGUSON | |||||||
| 20 SOUTH SARAH ST | ST LOUIS | MO | 63108 | 811359671 | 501(C)(3) | $81,000 | COMMUNITY ENGAGEMENT |
| KAIROS ACADEMY | |||||||
| 2315 MIAMI STREET | ST LOUIS | MO | 63118 | 815408421 | 501(C)(3) | $250,000 | NEW SCHOOL |
| KIPP ST LOUIS | |||||||
| 1310 PAPIN STREET SUITE 203 | ST LOUIS | MO | 63103 | 010916759 | 501(C)(3) | $200,000 | HIGH PERFORMING EXPANSION |
| KIPP ST LOUIS | |||||||
| 1310 PAPIN STREET SUITE 203 | ST LOUIS | MO | 63103 | 010916759 | 501(C)(3) | $65,000 | HIGH PERFORMING EXPANSION |
| KIPP ST LOUIS | |||||||
| 1310 PAPIN STREET SUITE 203 | ST LOUIS | MO | 63103 | 010916759 | 501(C)(3) | $20,000 | HIGH PERFORMING EXPANSION |
| LAFAYETTE PREPARATORY ACADEMY | |||||||
| 1900 LAFAYETTE AVE | ST LOUIS | MO | 63104 | 274702106 | 501(C)(3) | $17,500 | HIGH PERFORMING EXPANSION |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON DC | DC | 20036 | 205806345 | 501(C)(3) | $142,916 | PARENT LEADERSHIP |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON DC | DC | 20036 | 205806345 | 501(C)(3) | $353,458 | PARENT LEADERSHIP |
| NORMANDY SCHOOLS COLLABORATIVE | |||||||
| 3855 LUCAS AND HUNT ROAD | NORMANDY | MO | 63121 | 436002548 | $125,000 | AUTONOMOUS DISTRICT SCHOOL EXPANSION | |
| PARENTS AS TEACHERS | |||||||
| 2228 BALL DRIVE | ST LOUIS | MO | 63146 | 431569124 | $20,000 | MISCELLANEOUS POLICY INITIATIES | |
| PREMIER CHARTER SCHOOL | |||||||
| 5279 FLYER AVE | ST LOUIS | MO | 63139 | 431844448 | 501(C)(3) | $100,000 | HIGH PERFORMING EXPANSION |
| ST LOUIS TEACHER RESIDENCY | |||||||
| 3407 S JEFFERSON AVE | ST LOUIS | MO | 63118 | 301000654 | 501(C)(3) | $250,000 | NEW TALENT PIPELINES |
| TEACH FOR AMERICA | |||||||
| 1204 WASHINGTON AVENUE SUITE 300 | ST LOUIS | MO | 63103 | 133541913 | 501(C)(3) | $250,000 | EXISTING TALENT PIPELINES |
| THE SCHOOL DISTRICT OF UNVERSITY CITY | |||||||
| 8136 GROBY ROAD | UNIVERSITY CITY | MO | 63130 | 436003857 | $200,000 | AUTONOMOUS DISTRICT SCHOOL EXPANSION | |
| WEPOWER | |||||||
| 4220 DUNCAN AVE | ST LOUIS | MO | 63110 | 823591958 | 501(C)(3) | $75,000 | PARENT LEADERSHIP |
| WEPOWER | |||||||
| 4220 DUNCAN AVE | ST LOUIS | MO | 63110 | 823591958 | 501(C)(3) | $5,000 | PARENT LEADERSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING IS PERFORMED PERIODICALLY THROUGH THE USE OF FEEDBACK REPORTS BY THE GRANTEE ON HOW THE GRANT FUNDING WAS UTILIZED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC SCROGGINS | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $262,500 | $0 | $75,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $337,500 | $0 | $0 | $0 |
| MARCUS ROBINSON | ||||||||||||||
| KEY EMPLOYEE | $200,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $200,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE BOARD DETERMINES THE EXECUTIVE SALARY VIA NATIONAL AND LOCAL BENCHMARK ANALYSIS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | DESCRIPTION OF ORGANIZATION MISSION: PUBLIC EDUCATION IN ST. LOUIS. |
| FORM 990, PART III, LINE 4D: | OTHER PROGRAM SERVICES: OUR FOURTH STRATEGIC PRIORITY IS TO SUPPORT THE DEVELOPMENT OF EVIDENCE-BASED POLICY AT THE LOCAL AND STATE LEVELS. EXPENSES $618,152 INCLUDING GRANTS OF $ 20,000 REVENUE $ |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT AND PRESENTED TO THE CEO OF THE ORGANIZATION. THE CEO THEN REVIEWS THE FORM 990, SIGNS AND FILES. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH THE GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH POLICY AND UNDERSTANDS THE PRIMARY ACTIVITIES OF THE ORGANIZATION MUST BE TAX EXEMT PURPOSED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD DETERMINES THE EXECUTIVE SALARY VIA NATIONAL AND LOCAL BENCHMARK ANALYSIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE FINANCIAL INFORMATION AND POLICIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 18: | THE ORGANIZATION REQUESTS ANNUALLY A WRITTEN REPRESENTATION THAT ALL OFFICERS AND DIRECTORS HAVE NO CONFLICT OF INTEREST. ALTHOUGH THERE HAVE BEEN NO CONFLICTS OF INTEREST TO DATE, IF ANY OFFICER OR DIRECTOR WERE TO DISCLOSE A CONFLICT OF INTEREST, THEY WOULD BE REQUIRED TO ABSTAIN FROM PARTICIPATING IN THE GOVERNING BODY'S DECISION IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 18: | FORMS 990 CAN BE PROVIDED UPON REQUEST. |
| FORM 990, PART VI, SCETION C, LINE 19: | THE ORGANIZATION MAKES THE FINANCIAL INFORMATION AND POLICIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 1,899,855. MANAGEMENT AND GENERAL EXPENSES 132,841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,032,696. OTHER ADMINISTRATIVE EXPENSES: PROGRAM SERVICE EXPENSES 26,635. MANAGEMENT AND GENERAL EXPENSES 42,783. FUNDRAISING EXPENSES 522. TOTAL EXPENSES 69,940. |
| FORM 990, PART XII, LINE 2C: | NEITHER THE OVERSIGHT PROCESS OR THE SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS CHANGED. |
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