2021-04-19T10:30:33-05:00 2020-06-30 371611326 ARONSON LLC 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990 2019-07-01 521982223 THE EDUCATION TRUST EDUC 2022931217 1501 K Street NW 200 WASHINGTON DC 20005 JOHN B KING JR PRESIDENT 2021-04-19 true GREGORY M PLOTTS CPA P01255941 3012316200 2019 2022-09-23 18:48:47Z X JOHN B KING JR 1501 K Street NW 200 WASHINGTON DC 20005 36130646 false X www.edtrust.org X 1996 DC TO PROMOTE HIGH ACADEMIC ACHIEVEMENT FOR ALL STUDENTS AT ALL LEVELS: PRE-K THROUGH COLLEGE. 11 10 158 11 0 0 21974499 25350452 648909 558702 148483 231929 69853 525226 22841744 26666309 1050364 2056250 0 0 12390640 14440245 0 0 535935 6897225 8657293 20338229 25153788 2503515 1512521 26781444 29606198 2605403 3866546 24176041 25739652 THE EDUCATION TRUST PROMOTES HIGH ACADEMIC ACHIEVEMENT FOR ALL STUDENTS AT ALL LEVELS PRE-KINDERGARTEN THROUGH COLLEGE. OUR GOAL IS TO CLOSE THE GAPS IN OPPORTUNITY AND ACHIEVEMENT THAT CONSIGN FAR TOO MANY YOUNG PEOPLE-ESPECIALLY THOSE FROM LOW-INCOME FAMILIES OR WHO ARE BLACK, LATINO, OR AMERICAN INDIAN-TO LIVES ON THE MARGINS OF THE AMERICAN MAINSTREAM. false false 9918877 1149250 688450 THE EDUCATION TRUST HAS THREE STATE OFFICES, THE EDUCATION TRUST-WEST, THE EDUCATION TRUST-MIDWEST, AND THE EDUCATION TRUST-NEW YORK. THE STATE OFFICES WORK IN THEIR STATES FOR THE HIGH ACADEMIC ACHIEVEMENT OF ALL STUDENTS AT ALL LEVELS, KINDERGARTEN THROUGH COLLEGE, AND AIM TO CLOSE THE ACHEIVEMENT GAPS SEPARATING LOW-INCOME STUDENTS AND STUDENTS OF COLOR FROM OTHER YOUTH THROUGH STATE-WIDE EDUCATION POLICY AND ADVOCACY WORK. 5872630 717000 343870 OUR PROGRAM AND POLICY TEAMS CONDUCT RESEARCH AND ANALYZE EDUCATIONAL PRACTICES, PRE-K THROUGH COLLEGE. THEIR WORK AIMS TO DEEPEN OUR UNDERSTANDING OF THE FACTORS THAT CONTRIBUTE TO ACHIEVEMENT GAPS, LEARN FROM AND EXTEND THE BEST WORK IN THE FIELD, AND DEVELOP POSITIONS AND SUPPORTING EVIDENCE TO ADVANCE THE ORGANIZATION'S STRATEGIC AGENDA. MORE SPECIFICALLY, THE WORK FOCUSES ON ADVANCING THE QUALITY OF TEACHING, ENSURING ACCOUNTABILITY AND SUPPORT FOR SCHOOLS AND COLLEGES, MONITORING ACHIEVEMENT PATTERNS IN PREK-12 AND HIGHER EDUCATION, AND FOSTERING BEST PRACTICES TO HELP SCHOOLS ALIGN THEIR CURRICULA WITH STATE STANDARDS. 5814394 190000 6493 THE DIVISION OF GOVERNMENT AFFAIRS AND COMMUNICATIONS ARTICULATES AND ADVOCATES FOR THE ORGANIZATION'S STRATEGIC PRIORITIES. IT PUBLISHES RESEARCH AND ANALYSES IN PRINT AND ONLINE AND PARTNERS WITH EDUCATORS, ADVOCATES, AND ALLIED POLICYMAKERS AT THE LOCAL, STATE, AND NATIONAL LEVELS TO ADVANCE SPECIFIC EDUCATION POLICY OBJECTIVES. 21605901 true true false true false false false false false true true false false true true true true false false false false false false false false false true false true false false false false false false false false false false false false false true true false false false true 113 0 true 158 true false false false false false false false false false false false false X 11 10 false false false false false false false true true false false true true true true true true true false false CA MI NY AR WA X MARIA DARIE 2022931217 1501 K Street NW Suite 200 WASHINGTON DC 20005 John B King President & CEO 37.5 X X 521593 0 47353 Daniel R Porterfield PhD Board member 1.0 X 0 0 0 Dr Eduardo J Padrn Board member 1.0 X 0 0 0 James Forman Jr Board member 1.0 X 0 0 0 Jesse Jackson Board member 1.0 X 0 0 0 Jos L Cruz Chair 2.0 X 0 0 0 Lisa Gelobter Board member 1.0 X 0 0 0 Lisette Nieves Board member 1.0 X 0 0 0 Monique Idlett-Mosley Board member 1.0 X 0 0 0 Peter Groff Board member 1.0 X 0 0 0 Yolie Flores Board member 1.0 X 0 0 0 Cathy Daniels Chief Operating Officer 37.5 X 265740 0 30381 Amber Arellano Executive Director ETM 37.5 X 194712 0 14266 Ary Spatig-Amerikaner VP P-12 Policy & Practice 37.5 X 180495 0 32555 Denise Forte Snr VP Partnership & Engagement 37.5 X 214544 0 12771 Elisha Smith Arrillaga Executive Director ETW 37.5 X 190268 0 33714 Ian Rosenblum Executive Director ETNY 37.5 X 212978 0 16238 Rachel Stalcup Chief Development Officer 37.5 X 157976 0 10555 Takirra Winfield Dixon VP Strategic Communications 37.5 X 192777 0 29704 Wilfredo Del Pilar VP Higher Education 37.5 X 261193 0 29685 Brian Rivas Director Policy and Government Relations 37.5 X 154562 0 19768 Christopher Nellum Deputy Director of Research and Policy 37.5 X 154216 0 22140 Lynn Jennings Snr Director for National & State Partnerships 37.5 X 149776 0 30443 Robin Harris Managing Editor 37.5 X 157085 0 22359 Tiffany Jones Snr Director of Higher Education Policy 37.5 X 148356 0 21781 3156271 0 373713 15 false true false Larson Communications 1725 Pierce Street Ste 1 San Francisco CA 94115 Consulting 128700 Penn Hill Group LLC 777 6th Street NW Ste 500 Washington DC 20001 Consulting 108000 2 25350452 25350452 CONTRACTS 541900 468212 468212 REGISTRATION FEES 541900 90490 90490 0 0 0 0 558702 224820 224820 45115 45115 0 45115 45115 9471446 9464337 7109 0 7109 7109 OTHER INCOME 541900 480111 480111 0 0 0 0 480111 26666309 1038813 0 277044 X 2056250 2056250 2863454 2645578 137509 80367 9124590 8430313 438183 256094 1606299 1484078 77138 45083 845902 781539 40622 23741 13292 5862 7319 111 51071 22523 28120 428 3195264 2789647 351825 53792 51087 22530 28129 428 325202 201530 118727 4945 352140 155299 193891 2950 2338447 1297429 996150 44868 1529817 1265456 255220 9141 370414 192082 169242 9090 63212 27877 34805 530 TEMPORARY SERVICES 152538 133174 16796 2568 STAFF DEVELOPMENT 118200 52128 65082 990 BAD DEBT EXPENSE 61255 27014 33728 513 TAXES 9580 4225 5275 80 25774 11367 14191 216 25153788 21605901 3011952 535935 4995090 5305343 13826550 12675592 244617 437230 0 0 360527 448261 2449594 2058478 606747 391116 1046057 4739373 5526531 5217323 0 175325 391960 26781444 29606198 2167537 2923632 43295 0 437866 899619 2605403 3866546 X 6334934 8813157 17841107 16926495 24176041 25739652 26781444 29606198 1512521 51090 0 X X false true X true false X 12749208 7735044 6594062 21984562 25350452 74413328 0 0 12749208 7735044 6594062 21984562 25350452 74413328 48317514 26095814 71697 40468 60119 148483 269935 590702 0 0 8465 33196 16537 69853 480111 608162 75612192 0 0.3451 0.4539 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - SALES OF INVENTORY, COLUMN A - 462.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 462.0; DESCRIPTION - OTHER INCOME, COLUMN A - 8003.0, COLUMN B - 33196.0, COLUMN C - 16537.0, COLUMN D - 69853.0, COLUMN E - 480111.0, COLUMN F - 607700.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22155 147860 170015 24983773 25153788 1000000 0 250000 0 0 900406 1000000 1000000 1000000 3900406 5850609 83556 75940 154900 170015 484411 225102 250000 250000 250000 975102 1462653 22 22155 22177 1554738 1358906 195832 894856 699572 195284 391116 Corporate Fixed income 1007988 F Certificates of deposit 4209335 F 5217323 Deferred Rent Expense 899619 899619 X 26717399 51090 0 51090 26666309 0 0 26666309 25153788 0 0 25153788 0 0 25153788 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT .AS OF JUNE 30, 2020, THERE ARE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, THE ORGANIZATION RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS 2017 THOURHG THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. true Education Resource Strategies Inc 480 Pleasant Street C-200 WATERTOWN MA 02472 201978102 501(c)(3) 717000 SUPPORT ADVOCATES FOR CHILDREN OF NEW YORK 151 WEST 30TH ST 5TH FLOOR NEW YORK NY 10001 112247307 501(c)(3) 15000 SUPPORT ALLIANCE FOR A BETTER COMMUNITY 1545 WILSHIRE BLVD STE 7000 LOS ANGELES CA 97017 311760082 501(c)(3) 86364 SUPPORT ASIAN AMERICANS ADVANCING JUSTICE LA 1145 WILSHIRE BLVD LOS ANGELES CA 97017 953854152 501(c)(3) 20000 SUPPORT BLU EDUCATIONAL FOUNDATION PO BOX 7042 SAN Bernardino CA 92411 593823989 501(c)(3) 16364 SUPPORT BROCKTON INTERFAITH COMMUNITY 1350 PLEASANT STREET BROCKTON MA 02301 223135464 501(c)(3) 10000 SUPPORT BUFFALO URBAN LEAGUE 15 GENESEE STREET Buffalo NY 14203 160743940 501(c)(3) 10000 SUPPORT CALIFORNIA ASSOCIATION FOR BILINGUAL EDUCATION (CABE) 20888 AMAR ROAD WALNUT CA 91789 953151449 501(c)(3) 18000 SUPPORT CALIFORNIA STATE STUDENT ASSOCIATION 401 GOLDEN SHORE LONG BEACH CA 90802 942311940 501(c)(3) 12500 SUPPORT CALIFORNIANS TOGETHER 525 EAST 7TH STREET SUITE C 203 LONG BEACH CA 90813 311746604 501(c)(3) 105500 SUPPORT CANAL ALLIANCE 91 LARKSPUR ST SAN RAFAEL CA 94901 942832648 501(c)(3) 16364 SUPPORT CENTER FOR CHILDREN'S INITIATIVES 180 CABRINI BLVD APT 94 NEW YORK NY 10003 133039812 501(c)(3) 13125 SUPPORT CENTER FOR EQUITY FOR ENGLISH LEARNERS - LOYOLA MARYMOUNT UNIVERSITY 1 LOYOLA MARYMOUNT UNIVERSITY DRIVE LOS ANGELES CA 90045 951643334 501(c)(3) 30000 SUPPORT Chelsea Collaborative Inc 318 Broadway CHELSEA MA 02150 222906521 501(c)(3) 9000 SUPPORT Committee for Hispanic Children & Families 75 BROAD STREET SUITE 620 NEW YORK NY 10004 112622003 501(c)(3) 20000 SUPPORT Community Action Organization of Western NY (CAOWNY) 45 Jewett Ave Suite 150 Buffalo NY 14214 160911473 501(c)(3) 10000 SUPPORT Community Coalition 8101 South Vermont Ave LOS ANGELES CA 90044 944298811 501(c)(3) 16364 SUPPORT Community Partners fbo Parent Organization Network 1000 N Alameda Street Ste 240 LOS ANGELES CA 90012 954302067 501(c)(3) 16364 SUPPORT Congregations Organized for Prophetic Engagement (COPE) 1505 W Highland Engagement SAN Bernardino CA 92411 330938212 501(c)(3) 7364 SUPPORT Detroit Parent Network 726 Lothrop Road DETROIT MI 48202 331054423 501(c)(3) 30000 SUPPORT Docs for Tots 35-37 36th St ASTORIA NY 11106 562330690 501(c)(3) 15000 SUPPORT Future Leaders of America PO Box 51637 Oxnard CA 93031 770071036 501(c)(3) 16364 SUPPORT Immigrant Family Services Institute (IFSI-USA) 575 American Legion Highway Roslindale MA 02131 474400495 501(c)(3) 9000 SUPPORT Lawrence CommunityWorks Inc 168 Newbury St Lawrence MA 01841 042982308 501(c)(3) 9000 SUPPORT Los Angeles United Methodist Urban Foundation 714 W Olymic Blvd Suite 922 LOS ANGELES CA 90015 953888111 501(c)(3) 16364 SUPPORT Massachusetts Parents United 388 Pleasant Street Suit 305 Malden MA 02148 821313683 501(c)(3) 10000 SUPPORT Merit Research Policy and Evaluation LLC 2425 Davis Ave Alexandria VA 22302 833914269 N/A 6000 SUPPORT Mission Graduates 3040 16th Street SAN FRANcisco CA 94103 237172909 501(c)(3) 16364 SUPPORT New Venture Fund 1201 Connecticut Ave NW Suite 3000 Washington DC 20036 205806345 501(c)(3) 70000 SUPPORT New York Urban League (NP) PO Box 1794 NEW YORK NY 10027 131671035 501(c)(3) 10000 SUPPORT Prevent Child Abuse New York Inc 4 Global View Troy NY 12180 141730897 501(c)(3) 25000 SUPPORT Prichard Committee for Academic Excellence 271 West Short Street Suite 202 Lexington KY 40507 611026214 501(c)(3) 40000 SUPPORT Public Policy Institute of New York State Inc 12 Corporate Woods Boulevard Ste 17 Albany NY 12211 222235025 501(c)(3) 25000 SUPPORT Quetzal Education Consulting 30042 Mission Blvd suite 121 409 Hayward CA 94544 844962215 N/A 18000 SUPPORT Regents of the University of California - Los Angeles (UCLA) 2030 Moore Hall Box 951521 LOS ANGELES CA 90095 956006143 STATE GOVERNMENT 6000 SUPPORT Regents of the University of California-Irvine (UCI) 120 Theory suite 200 Irvine CA 92617 952226406 STATE GOVERNMENT 6000 SUPPORT Research Foundation of CUNY 230 West 41st Street 7th Floor NEW YORK NY 10036 131988190 501(c)(3) 25000 SUPPORT Restorative Justice League 1666 N street Merced CA 95340 832394455 501(c)(3) 12500 SUPPORT Rodel Foundation of Delaware 100 West 10th Street suite 704 Wilmington DE 19801 911944585 501(c)(3) 60000 SUPPORT Sacramento County Office of Education (SCOE) PO Box 269003 Sacramento CA 95826 946002536 STATE GOVERNMENT 12000 SUPPORT Schuyler Center for Analysis and Advocacy 540 Broadway NEW YORK NY 12207 135562357 501(c)(3) 100000 SUPPORT Teach Plus Inc One Beacon Street 15th Floor Suite 1500 Boston MA 02108 263849492 501(c)(3) 36000 SUPPORT The Children's Agenda Inc 1 South Washington Street Suite 120 ROCHESTER NY 14614 201547478 501(c)(3) 100000 SUPPORT The New York Immigration Coalition Inc 131 West 33rd Street Suite 610 NEW YORK NY 10001 133573409 501(c)(3) 23000 SUPPORT TODOS Mathematics for ALL PO Box 25482 Tempe AZ 85285 134242849 501(c)(3) 6000 SUPPORT UnboundEd Learning Inc 228 Park Ave S 90834 NEW YORK NY 10003 475223320 501(c)(3) 55000 SUPPORT United Interfaith Action of Southeastern Massachusetts 228 North Main Street Fall River MA 02720 311585685 501(c)(3) 9000 SUPPORT United Way of Buffalo & Erie County 742 Delaware Ave Buffalo NY 14209 160743969 501(c)(3) 25000 SUPPORT United Way of Central Massachusetts Inc 484 Main Street Suite 300 Worcester MA 01608 042104017 501(c)(3) 9500 SUPPORT United Way of New York City 205 East 42nd Street 12th Floor NEW YORK NY 10017 132617681 501(c)(3) 21250 SUPPORT Urban League of Rochester NY Inc 265 N Clinton Avenue ROCHESTER NY 14605 160906150 501(c)(3) 10000 SUPPORT Urban League of Springfield Inc One Federal Street Building 111-3 Springfield MA 01105 042133248 501(c)(3) 9000 SUPPORT Urban League of Westchester County 61 Mitchell Place White Plains NY 10601 131740054 501(c)(3) 10000 SUPPORT WestEd 4665 Lampson Avenue A Los Alamitos CA 90702 943233542 N/A 12000 SUPPORT Worcester Interfaith 23 Ferdinand Street Worcester MA 01603 043158699 501(c)(3) 7500 SUPPORT Worcester State Foundation Inc 486 Chandler Street Worcester MA 01602 223248067 501(c)(3) 8000 SUPPORT 53 3 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES: GRANTS ARE MADE TO ORGANIZATIONS WITHIN THE UNITED STATES FOR WORK AND RESEARCH BEING CONDUCTED AT UNIVERSITIES OR ORGANIZATIONS WITHIN THE UNITED STATES. X X X false false false false false false false false false John B King President & CEO 501593 0 20000 0 0 0 27923 0 19430 0 568946 0 0 0 Cathy Daniels Chief Operating Officer 265740 0 0 0 0 0 18713 0 11668 0 296121 0 0 0 Wilfredo Del Pilar VP Higher Education 261193 0 0 0 0 0 18329 0 11356 0 290878 0 0 0 Ian Rosenblum Executive Director ETNY 212978 0 0 0 0 0 15350 0 888 0 229216 0 0 0 Denise Forte Snr VP Partnership & Engagement 214544 0 0 0 0 0 12031 0 740 0 227315 0 0 0 Elisha Smith Arrillaga Executive Director ETW 190268 0 0 0 0 0 14284 0 19430 0 223982 0 0 0 Takirra Winfield Dixon VP Strategic Communications 192777 0 0 0 0 0 13788 0 15916 0 222481 0 0 0 Ary Spatig-Amerikaner VP P-12 Policy & Practice 180495 0 0 0 0 0 13249 0 19306 0 213050 0 0 0 Amber Arellano Executive Director ETM 184712 0 10000 0 0 0 13378 0 888 0 208978 0 0 0 Rachel Stalcup Chief Development Officer 157976 0 0 0 0 0 8677 0 1878 0 168531 0 0 0 Lynn Jennings Snr Director for National & State Partnerships 149776 0 0 0 0 0 11025 0 19418 0 180219 0 0 0 Robin Harris Managing Editor 157085 0 0 0 0 0 11018 0 11341 0 179444 0 0 0 Christopher Nellum Deputy Director of Research and Policy 154216 0 0 0 0 0 10788 0 11352 0 176356 0 0 0 Brian Rivas Director Policy and Government Relations 154562 0 0 0 0 0 10883 0 8885 0 174330 0 0 0 Tiffany Jones Snr Director of Higher Education Policy 148356 0 0 0 0 0 10442 0 11339 0 170137 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE BOARD'S AUDIT COMMITTEE MEETS WITH THE PREPARER TO FULLY REVIEW THE FORM, AND ADDRESS ALL RELATED QUESTIONS AND CONCERNS. THE AUDIT COMMITTEE REPORTS ON THE 990 TO THE ENTIRE BOARD AND RECOMMENDS IT FOR APPROVAL. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS ADMINISTERED ON AN ONGOING BASIS. ALL CONFLICTS THAT ARISE ARE ADDRESSED EXPEDITIOUSLY. Form 990, Part VI, Line 15a Process to establish compensation of top management official DURING FISCAL YEAR 2017 THE ORGANIZATION'S BOARD ENGAGED A SEARCH, RECRUITED AND HIRED A PRESIDENT & CEO. THE COMPENSATION FOR THE PRESIDENT & CEO WAS ESTABLISHED BY THE BOARD OF EDUCATION TRUST THROUGH A COMPARATIVE ANALYSIS OF THE SALARIES AND EXPERIENCE LEVELS OF SIMILAR POSITIONS IN THE INDUSTRY. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE PRESIDENT & CEO WITH THE GUIDELINES OF THE BOARD-APPROVED BUDGET. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE ROUTINELY REQUESTED AS PART OF THE GRANT PROCUREMENT PROCESS. THEREAFTER, A GRANTOR IS PROVIDED WITH ANNUAL AUDITED FINANCIAL STATEMENTS AS THEY BECOME AVAILABLE. Form 990, Part IX, Line 11g Other Fees CONSULTANTS AND FACILITATORS - Total Expense: 3195264, Program Service Expense: 2789647, Management and General Expenses: 351825, Fundraising Expenses: 53792; Form 990, Part XII, Line 2c Change of oversight process or selection process THE EDUCATION TRUST HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR. EDINNOVATIONS INC 1501 K STREET NW STE 200 WASHINGTON DC 20005 273195260 EDUCATIONAL DC 501(c)(3) Type I NA true false false false false false false false false false false false false false false false false false false false