THE OPPORTUNITY TRUST: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: THE OPPORTUNITY TRUST (EIN 82-1838644)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2021-11-30
IRS object ID: 202133349349301453
Schema version: 2020v4.1
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-30T15:55:29-06:00	ReturnTs
Tax Period End	2021-06-30	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	2020-07-01	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	2021-11-29	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ERIC	PersonFirstNm
Person Last	SCROGGINS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JENNAH R PURK CPA	PreparerPersonNm
PTIN	P00614610	PTIN
Phone	3148844000	PhoneNum
Preparation	2021-11-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	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	$7,977,207	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	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	19	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$7,181,008	PYContributionsGrantsAmt
CY Contributions Grants	$7,975,797	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$2,450	PYInvestmentIncomeAmt
CY Investment Income	$1,410	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$7,183,458	PYTotalRevenueAmt
CY Total Revenue	$7,977,207	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,776,904	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,372,049	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,378,242	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,757,242	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$9,895	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,524,000	PYOtherExpensesAmt
CY Other Expenses	$2,367,866	CYOtherExpensesAmt
PY Total Expenses	$6,679,146	PYTotalExpensesAmt
CY Total Expenses	$7,497,157	CYTotalExpensesAmt
PY Revenues Less Expenses	$504,312	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$480,050	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,457,653	TotalAssetsBOYAmt
Total Assets EOY	$4,127,437	TotalAssetsEOYAmt
Total Liabilities BOY	$59,799	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$249,533	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,397,854	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,877,904	NetAssetsOrFundBalancesEOYAmt
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	$1,245,651	ExpenseAmt
Grant	$962,743	GrantAmt
Desc	OUR FIRST STRATEGIC PRIORITY IS TO ELEVATE THE VOICES OF THOSE MOST UNDERSERVED BY OUR SCHOOL SYSTEMS AND EMPOWER FAMILIES AND STUDENTS TO DESIGN AND DRIVE CHANGE AS PART OF A BROAD AND DIVERSE COALITION. THIS PROGRAM AIMS TO 1) STRENGTHEN PARENT LEADERSHIP AND ADVOCACY INFRASTRUCTURE BY ORGANIZING AND GROWING NEW NEIGHBORHOOD GROUPS FOCUSED ON LOWEST 5% PERFORMING SCHOOLS IN ST. LOUIS CITY, SEEDING EFFORTS TO CREATE DEMAND IN ST. LOUIS COUNTY, AND IMPROVING CHARTER PERCEPTIONS BY ORGANIZING 10K CHARTER PARENT VOICES VIA STATE CHARTER ASSOCIATION, 2) INCREASING TRUST THROUGH DEVELOPMENT OF COMMUNITY COALITIONS, AND 3) CONTINUE INVESTING IN EARLY STAGE GROWTH OF KEY PARTNERS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$4,476,986	ExpenseAmt
Grant	$2,079,279	GrantAmt
Desc	OUR SECOND STRATEGIC PRIORITY IS FOCUSED ON INCREASING ACCESS TO WORLD-CLASS SCHOOLS BY GROWING THE CAPACITY OF OUR MOST SUCCESSFUL SCHOOLS, LAUNCHING NEW AND INNOVATIVE SCHOOLS, STRENGTHENING EXISTING SCHOOLS WITH CONDITIONS FOR SUSTAINED SUCCESS, AND HELPING DISTRICTS TO METHODICALLY TRANSFORM THEIR LOWEST PERFORMING SCHOOLS. THIS PROGRAM AIMS TO 1) DRIVE TOWARD GOAL OF 25% STUDENTS IN QUALITY SEATS BY EXPANDING INVESTMENTS IN NEW SCHOOLS, EXPANDING INVESTMENTS FROM 3 SCHOOLS IN FY21 TO 13 SCHOOLS IN FY24 AND MAINTAINING INVESTMENTS IN HIGH PERFORMING CHARTERS, 2) CATALYZE SUPPORT FOR DISTRICT AUTONOMOUS MODELS THROUGH COMMUNITY DESIGN AND POST-SECONDARY INTERMEDIARY INITIATIVE, AND 3) EXPLORE PARTNERSHIPS WITH 7 COUNTY DISTRICTS REPRESENTING 27K STUDENTS ENROLLED IN LOW-QUALITY SCHOOLS	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,352,077	ExpenseAmt
Grant	$330,027	GrantAmt
Desc	OUR THIRD STRATEGIC PRIORITY IS TO BUILD AN EDUCATION ECOSYSTEM THAT SUPPORTS IMPROVEMENT, INNOVATION, AND EQUITY. THIS PROGRAM'S OBJECTIVES ARE TO 1) MITIGATE HIGH ATTRITION RATES AND DECLINING SUPPLY OF TEACHERS FROM REGIONAL TEACHER PREPARATION PROGRAMS, 2) DEVELOP MORE ROBUST SCHOOL AND BOARD LEADERSHIP SUCCESSION PLANNING AND PIPELINES, 3) LAUNCH NEW EDUCATION-FOCUSED COMMUNICATIONS PLATFORM, 4) BECOME DESTINATION FOR HIGH QUALITY EDUCATION DATA THROUGH INTERNAL RESEARCH AND THROUGH PARTNERSHIPS, AND 5) SHIFT STATE POLICY ADVOCACY TO STRATEGIC PARTNERS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$7,074,714	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	35	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	19	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	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	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

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd
BISHOP 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)	$359,110	$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
ANTHONY THOMPSON
DIRECTOR	1.00	Yes (X)	Yes (X)	$0	$0	$0
MIA HOWARD
KEY EMPLOYEE	50.00			$162,650	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$521,760	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 (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ATTUNED EDUCATION PARTNERS
716 VALLEY ROAD	MONTCLAIR	NJ	07043	CONSULTING	$331,125
EDSTRATEGIES LLC
244 LINDEN AVENUE	ST LOUIS	MO	63105	CONSULTING	$132,250

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$7,975,797	AllOtherContributionsAmt
Total Contributions	$7,975,797	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,410	TotalRevenueColumnAmt
Exclusion	$1,410	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,977,207	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,410	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	$3,372,049	TotalAmt
Program Services	$3,372,049	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$521,760	TotalAmt
Program Services	$443,496	ProgramServicesAmt
Management And General	$78,264	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$1,008,708	TotalAmt
Program Services	$958,329	ProgramServicesAmt
Management And General	$50,379	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$116,440	TotalAmt
Program Services	$116,440	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$110,334	TotalAmt
Program Services	$101,601	ProgramServicesAmt
Management And General	$8,733	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$21,472	TotalAmt
Program Services	$5,064	ProgramServicesAmt
Management And General	$16,408	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$25,150	TotalAmt
Management And General	$25,150	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$677,857	TotalAmt
Program Services	$598,360	ProgramServicesAmt
Management And General	$79,497	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$34,065	TotalAmt
Program Services	$25,316	ProgramServicesAmt
Management And General	$2,588	ManagementAndGeneralAmt
Fundraising	$6,161	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$35,653	TotalAmt
Program Services	$20,584	ProgramServicesAmt
Management And General	$14,459	ManagementAndGeneralAmt
Fundraising	$610	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$35,800	TotalAmt
Program Services	$2,418	ProgramServicesAmt
Management And General	$33,358	ManagementAndGeneralAmt
Fundraising	$24	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$73,709	TotalAmt
Program Services	$10,141	ProgramServicesAmt
Management And General	$63,552	ManagementAndGeneralAmt
Fundraising	$16	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$55,373	TotalAmt
Program Services	$51,947	ProgramServicesAmt
Management And General	$1,232	ManagementAndGeneralAmt
Fundraising	$2,194	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$14,858	TotalAmt
Program Services	$6,821	ProgramServicesAmt
Management And General	$8,037	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROGRAM INITIATIVES	$1,219,576	$1,219,576
STIPENDS	$143,575	$138,586	$4,989
RECRUITING	$28,106	$2,582	$25,524
EVENTS	$2,672	$1,404	$378	$890

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,497,157	TotalAmt
Program Services	$7,074,714	ProgramServicesAmt
Management And General	$412,548	ManagementAndGeneralAmt
Fundraising	$9,895	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,445,853	BOYAmt
EOY	$3,775,887	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,250	BOYAmt
EOY	$350,000	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	$3,457,653	BOYAmt
EOY	$4,127,437	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$59,799	BOYAmt
EOY	$249,533	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$59,799	BOYAmt
EOY	$249,533	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	$3,397,854	BOYAmt
EOY	$3,580,607	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
EOY	$297,297	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,397,854	BOYAmt
EOY	$3,877,904	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,457,653	BOYAmt
EOY	$4,127,437	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$480,050	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 Minus4 Years	$763,140	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$655,500	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,343,935	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,181,008	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,625,797	CurrentTaxYearAmt
Total	$22,569,380	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$763,140	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$655,500	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,343,935	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,181,008	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,625,797	CurrentTaxYearAmt
Total	$22,569,380	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$22,569,380	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$83	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$112	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$844	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,450	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,410	CurrentTaxYearAmt
Total	$4,899	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$22,574,279	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	$196,722	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$196,722	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$7,300,436	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$7,497,158	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$524,858	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$131,215	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	$84,366	CurrentYearMinus3Amt
Current Year Minus2	$356,597	CurrentYearMinus2Amt
Current Year Minus1	$483,957	CurrentYearMinus1Amt
Current Year	$524,858	CurrentYearAmt
Total	$1,449,778	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$2,174,667	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$28,539	CurrentYearMinus3Amt
Current Year Minus2	$117,881	CurrentYearMinus2Amt
Current Year Minus1	$229,400	CurrentYearMinus1Amt
Current Year	$196,722	CurrentYearAmt
Total	$572,542	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$21,092	CurrentYearMinus3Amt
Current Year Minus2	$89,149	CurrentYearMinus2Amt
Current Year Minus1	$120,989	CurrentYearMinus1Amt
Current Year	$131,215	CurrentYearAmt
Total	$362,445	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$543,668	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$7,975,797	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$7,975,797	RevenueSubtotalAmt
Other Revenues Not Included	$1,410	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,410	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$7,977,207	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$7,497,157	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$7,497,157	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$7,497,157	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 1,410.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (21 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc
CHRISTINA SNEED
2976 ELBE DRIVE	ST CHARLES	MO	63301	$6,000	ACCELERATE FELLOWSHIP AND CATALYST FELLOWSHIP
THE SCHOOL DISTRICT OF UNIVERSITY CITY
8136 GROBY ROAD	UNIVERSITY CITY	MO	63130	$200,000	SCHOOL EXPANSION	436003857
NORMANDY SCHOOLS COLLABORATIVE
3855 LUCAS AND HUNT ROAD	NORMANDY	MO	63121	$513,400	SCHOOL EXPANSION	436002548	501(C)(3)
BRIDGE 2 HOPE
3916 SHREVE AVENUE	ST LOUIS	MO	63115	$10,000	PARENT LEADERSHIP	205806345	501(C)(3)
THE LEADERSHIP SCHOOL
3802 KENTUCKY DERBY DRIVE	FLORISSANT	MO	63034	$160,117	NEW SCHOOLS	833692466	501(C)(3)
THE EDUCATION EQUITY CENTER OF ST LOUIS
4220 DUNCAN AVE	ST LOUIS	MO	63110	$50,000	NEW TALENT PIPELINES	851092306	501(C)(3)
ST LOUIS TEACHER RESIDENCY
3407 S JEFFERSON AVE	ST LOUIS	MO	63118	$250,000	NEW TALENT PIPELINES	301000654	501(C)(3)
PREMIER CHARTER SCHOOL
5279 FYLER AVE	ST LOUIS	MO	63139	$115,000	HIGH PERFORMING EXPANSION	431844448	501(C)(3)
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300	WASHINGTON DC	DC	20036	$416,000	PARENT LEADERSHIP	205806345	501(C)(3)
NAVIGATE STL SCHOOLS
4220 DUNCAN AVE	ST LOUIS	MO	63110	$461,743	NAVIGATE STL SCHOOLS	842862378	501(C)(3)
METRO THEATER COMPANY
3311 WASHINGTON BLVD	ST LOUIS	MO	63103	$15,000	EXISTING SCHOOL IMPROVEMENTS	237309552	501(C)(3)
LIT SHOP
614 HAVEN STREET	ST LOUIS	MO	63111	$10,000	EXISTING SCHOOL IMPROVEMENTS	833522861	501(C)(3)
LIFT FOR LIFE ACADEMY
1731 SOUTH BROADWAY	ST LOUIS	MO	63104	$15,000	EXISTING SCHOOL IMPROVEMENTS	431535886	501(C)(3)
LAFAYETTE PREPARATORY ACADEMY
1900 LAFAYETTE AVE	ST LOUIS	MO	63104	$15,250	HIGH PERFORMING EXPANSION	274702106	501(C)(3)
KIPP ST LOUIS
1310 PAPIN STREET SUITE 203	ST LOUIS	MO	63103	$202,250	EXISTING SCHOOLS	010916759	501(C)(3)
KAIROS ACADEMY
2315 MIAMI STREET	ST LOUIS	MO	63118	$272,500	NEW SCHOOLS	815408421	501(C)(3)
HAWTHORN LEADERSHIP SCHOOL FOR GIRLS
1901 NORTH KINGSHIGHWAY BLVD	ST LOUIS	MO	63113	$125,500	EXISTING SCHOOL IMPROVEMENTS	462334548	501(C)(3)
FERGUSON-FLORISSANT SCHOOL DISTRICT
1005 WATERFORD DRIVE	FLORISSANT	MO	63033	$15,000	EXISTING SCHOOL IMPROVEMENTS	436005660	501(C)(3)
CITY GARDEN MONTESSORI
1618 TOWER GROVE AVE	ST LOUIS	MO	63110	$415,000	HIGH PERFORMING EXPANSION	431671014	501(C)(3)
TURN THE PAGE STL
12977 N FORTY DRIVE 368	ST LOUIS	MO	63141	$5,000	EDUCATION EQUITY	436064111	501(C)(3)
WEPOWER
4220 DUNCAN AVE	ST LOUIS	MO	63110	$75,000	PARENT LEADERSHIP	823591958	501(C)(3)

Field	Value	IRS element (for citing)
Total501c3 Org	19	Total501c3OrgCnt
Total Other Org	2	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	$284,110	$0	$75,000	$0	$0	$0	$0	$0	$0	$0	$359,110	$0	$0	$0
MIA HOWARD
KEY EMPLOYEE	$162,650	$0	$0	$0	$0	$0	$0	$0	$0	$0	$162,650	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 GOVERNING-BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT AFFIRMING 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-EXEMPT 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 IX, LINE 11G	CONSULTING: PROGRAM SERVICE EXPENSES 568,685. MANAGEMENT AND GENERAL EXPENSES 63,550. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 632,235. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,947. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,947. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 29,675. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,675.
FORM 990, PART XII, LINE 2C	NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS CHANGED.