2021-11-30T15:55:29-06:00 2021-06-30 264532849 PURK & ASSOCIATES PC 1034 SOUTH BRENTWOOD BLVD STE 2000 SAINT LOUIS MO 63117 990 2020-07-01 821838644 THE OPPORTUNITY TRUST D/B/A ZEST EDUCATION OPPO 3143285688 4220 DUNCAN AVENUE NO 201 ST LOUIS MO 63110 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 3143285688 2021-11-29 1 ERIC SCROGGINS XXX-XX-XXXX JENNAH R PURK CPA P00614610 3148844000 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ERIC SCROGGINS 4220 DUNCAN AVENUE NO 201 ST LOUIS MO 63110 7977207 0 X HTTPS://THEOPPORTUNITYTRUST.ORG/ X 2017 MO BUILD A NETWORK OF PARENTS, EDUCATIONAL ENTREPENEURS, AND ADVOCATES COMMITTED TO REIMAGINING 8 8 19 0 0 0 7181008 7975797 0 0 2450 1410 0 0 7183458 7977207 2776904 3372049 0 0 1378242 1757242 0 0 9895 2524000 2367866 6679146 7497157 504312 480050 3457653 4127437 59799 249533 3397854 3877904 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. 0 0 1245651 962743 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. 4476986 2079279 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 1352077 330027 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. 7074714 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MO X ERIC SCROGGINS 3143285688 4220 DUNCAN AVE 2ND FLOOR ST LOUIS MO 63110 BISHOP MICHAEL JONES DIRECTOR 1.00 X X 0 0 0 JOHN LEMKEMEIER DIRECTOR 1.00 X X 0 0 0 TODD R SCHNUCK DIRECTOR 1.00 X X 0 0 0 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 50.00 X X 359110 0 0 JOHN W KEMPER DIRECTOR 1.00 X X 0 0 0 JESSICA PENA DIRECTOR 1.00 X X 0 0 0 KEITH WILLIAMSON DIRECTOR 1.00 X X 0 0 0 ANTHONY THOMPSON DIRECTOR 1.00 X X 0 0 0 MIA HOWARD KEY EMPLOYEE 50.00 X 162650 0 0 521760 0 0 2 0 1 0 ATTUNED EDUCATION PARTNERS 716 VALLEY ROAD MONTCLAIR NJ 07043 CONSULTING 331125 EDSTRATEGIES LLC 244 LINDEN AVENUE ST LOUIS MO 63105 CONSULTING 132250 2 7975797 7975797 1410 1410 7977207 0 0 1410 X 3372049 3372049 521760 443496 78264 1008708 958329 50379 116440 116440 110334 101601 8733 21472 5064 16408 25150 25150 677857 598360 79497 34065 25316 2588 6161 35653 20584 14459 610 35800 2418 33358 24 73709 10141 63552 16 55373 51947 1232 2194 14858 6821 8037 PROGRAM INITIATIVES 1219576 1219576 STIPENDS 143575 138586 4989 RECRUITING 28106 2582 25524 EVENTS 2672 1404 378 890 7497157 7074714 412548 9895 3445853 3775887 10250 350000 1550 1550 3457653 4127437 59799 249533 59799 249533 X 3397854 3580607 297297 3397854 3877904 3457653 4127437 480050 0 X X 0 1 X 1 0 X 763140 655500 6343935 7181008 7625797 22569380 763140 655500 6343935 7181008 7625797 22569380 22569380 83 112 844 2450 1410 4899 22574279 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 196722 196722 7300436 7497158 524858 131215 0 0 84366 356597 483957 524858 1449778 2174667 28539 117881 229400 196722 572542 21092 89149 120989 131215 362445 543668 0 7975797 0 7975797 1410 1410 7977207 7497157 0 7497157 0 7497157 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 1,410. 1 CHRISTINA SNEED 2976 ELBE DRIVE ST CHARLES MO 63301 6000 ACCELERATE FELLOWSHIP AND CATALYST FELLOWSHIP THE SCHOOL DISTRICT OF UNIVERSITY CITY 8136 GROBY ROAD UNIVERSITY CITY MO 63130 436003857 200000 SCHOOL EXPANSION NORMANDY SCHOOLS COLLABORATIVE 3855 LUCAS AND HUNT ROAD NORMANDY MO 63121 436002548 501(C)(3) 513400 SCHOOL EXPANSION BRIDGE 2 HOPE 3916 SHREVE AVENUE ST LOUIS MO 63115 205806345 501(C)(3) 10000 PARENT LEADERSHIP THE LEADERSHIP SCHOOL 3802 KENTUCKY DERBY DRIVE FLORISSANT MO 63034 833692466 501(C)(3) 160117 NEW SCHOOLS THE EDUCATION EQUITY CENTER OF ST LOUIS 4220 DUNCAN AVE ST LOUIS MO 63110 851092306 501(C)(3) 50000 NEW TALENT PIPELINES ST LOUIS TEACHER RESIDENCY 3407 S JEFFERSON AVE ST LOUIS MO 63118 301000654 501(C)(3) 250000 NEW TALENT PIPELINES PREMIER CHARTER SCHOOL 5279 FYLER AVE ST LOUIS MO 63139 431844448 501(C)(3) 115000 HIGH PERFORMING EXPANSION NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC DC 20036 205806345 501(C)(3) 416000 PARENT LEADERSHIP NAVIGATE STL SCHOOLS 4220 DUNCAN AVE ST LOUIS MO 63110 842862378 501(C)(3) 461743 NAVIGATE STL SCHOOLS METRO THEATER COMPANY 3311 WASHINGTON BLVD ST LOUIS MO 63103 237309552 501(C)(3) 15000 EXISTING SCHOOL IMPROVEMENTS LIT SHOP 614 HAVEN STREET ST LOUIS MO 63111 833522861 501(C)(3) 10000 EXISTING SCHOOL IMPROVEMENTS LIFT FOR LIFE ACADEMY 1731 SOUTH BROADWAY ST LOUIS MO 63104 431535886 501(C)(3) 15000 EXISTING SCHOOL IMPROVEMENTS LAFAYETTE PREPARATORY ACADEMY 1900 LAFAYETTE AVE ST LOUIS MO 63104 274702106 501(C)(3) 15250 HIGH PERFORMING EXPANSION KIPP ST LOUIS 1310 PAPIN STREET SUITE 203 ST LOUIS MO 63103 010916759 501(C)(3) 202250 EXISTING SCHOOLS KAIROS ACADEMY 2315 MIAMI STREET ST LOUIS MO 63118 815408421 501(C)(3) 272500 NEW SCHOOLS HAWTHORN LEADERSHIP SCHOOL FOR GIRLS 1901 NORTH KINGSHIGHWAY BLVD ST LOUIS MO 63113 462334548 501(C)(3) 125500 EXISTING SCHOOL IMPROVEMENTS FERGUSON-FLORISSANT SCHOOL DISTRICT 1005 WATERFORD DRIVE FLORISSANT MO 63033 436005660 501(C)(3) 15000 EXISTING SCHOOL IMPROVEMENTS CITY GARDEN MONTESSORI 1618 TOWER GROVE AVE ST LOUIS MO 63110 431671014 501(C)(3) 415000 HIGH PERFORMING EXPANSION TURN THE PAGE STL 12977 N FORTY DRIVE 368 ST LOUIS MO 63141 436064111 501(C)(3) 5000 EDUCATION EQUITY WEPOWER 4220 DUNCAN AVE ST LOUIS MO 63110 823591958 501(C)(3) 75000 PARENT LEADERSHIP 19 2 PART I, LINE 2: MONITORING IS PERFORMED PERIODICALLY THROUGH THE USE OF FEEDBACK REPORTS BY THE GRANTEE ON HOW THE GRANT FUNDING WAS UTILIZED. 1 X X 0 0 0 0 0 0 0 0 0 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 284110 0 75000 0 0 0 0 0 0 0 359110 0 0 0 MIA HOWARD KEY EMPLOYEE 162650 0 0 0 0 0 0 0 0 0 162650 0 0 0 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.