THE OPPORTUNITY TRUST: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE OPPORTUNITY TRUST (EIN 82-1838644)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-06
IRS object ID
202011279349300626
Schema version
2018v3.1
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

FieldValueIRS element (for citing)
Return2020-05-06T16:41:54-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264532849PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PURK & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11034 SOUTH BRENTWOOD BLVD STE 2000AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63117ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821838644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OPPORTUNITY TRUSTBusinessNameLine1Txt
Business Name Line2D/B/A ZEST EDUCATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlOPPOBusinessNameControlTxt
Phone3143285688PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14220 DUNCAN AVENUE NO 201AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC SCROGGINSPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone3143285688PhoneNum
Signature2020-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNAH R PURK CPAPreparerPersonNm
PTINP00614610PTIN
Phone3148844000PhoneNum
Preparation2020-05-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address192.196.165.208IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-06IPDt
IP Tm08:10:21IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5F207D9E7258BC446641D1B5D81DBF9C3BF72528AtSubmissionCreationDeviceId
At Submission Filing Device Id6A788171245536016F0CBBE37BCE0BAA523E0C2DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerERIC SCROGGINSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14220 DUNCAN AVENUE NO 201AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63110ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,344,779GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://THEOPPORTUNITYTRUST.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionBUILD A NETWORK OF PARENTS, EDUCATIONAL ENTREPENEURS, AND ADVOCATES COMMITTED TO REIMAGININGActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$655,500PYContributionsGrantsAmt
CY Contributions Grants$6,343,935CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$112PYInvestmentIncomeAmt
CY Investment Income$844CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$655,612PYTotalRevenueAmt
CY Total Revenue$6,344,779CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,057,750CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$212,040PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$730,649CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$120,760CYTotalFundraisingExpenseAmt
PY Other Expenses$209,792PYOtherExpensesAmt
CY Other Expenses$1,343,531CYOtherExpensesAmt
PY Total Expenses$421,832PYTotalExpensesAmt
CY Total Expenses$4,131,930CYTotalExpensesAmt
PY Revenues Less Expenses$233,780PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,212,849CYRevenuesLessExpensesAmt
Total Assets BOY$747,012TotalAssetsBOYAmt
Total Assets EOY$3,574,188TotalAssetsEOYAmt
Total Liabilities BOY$6,296TotalLiabilitiesBOYAmt
Total Liabilities EOY$680,645TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$740,716NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,893,543NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 SUSTEMS IN AMERICA IN ST. LOUIS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,922,146ExpenseAmt
Grant$1,038,750GrantAmt
DescOUR 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, HOGH 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

FieldValueIRS element (for citing)
Expense$576,661ExpenseAmt
Grant$500,000GrantAmt
DescOUR 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

FieldValueIRS element (for citing)
Expense$1,050,425ExpenseAmt
Grant$519,000GrantAmt
DescOUR 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 ENROLMMENT SYSTEM ACROSS ALL CITY SCHOOL TYPES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$160,076ExpenseAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$160,076TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$3,709,308TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIC SCROGGINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3143285688PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14220 DUNCAN AVE 2ND FLOORAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63110ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
MICHAEL JONES
DIRECTOR1.00Yes (X)Yes (X)$0$0$0
JOHN LEMKEMEIER
DIRECTOR1.00Yes (X)Yes (X)$0$0$0
TODD R SCHNUCK
DIRECTOR1.00Yes (X)Yes (X)$0$0$0
ERIC SCROGGINS
CHIEF EXECUTIVE OFFICER50.00Yes (X)Yes (X)$304,167$0$0
JOHN W KEMPER
DIRECTOR1.00Yes (X)Yes (X)$0$0$0
JESSICA PENA
DIRECTOR1.00Yes (X)Yes (X)$0$0$0
KEITH WILLIAMSON
DIRECTOR1.00Yes (X)Yes (X)$0$0$0
MARCUS ROBINSON
KEY EMPLOYEE40.00$183,333$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$487,500TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVEN CARTWRIGHTBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11266 OWEN PLACE NEAddressLine1Txt
CityWASHINGTON DCCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTINGServicesDesc
Compensation$108,239CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$6,343,935AllOtherContributionsAmt
Total Contributions$6,343,935TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$844TotalRevenueColumnAmt
Exclusion$844ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,344,779TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$844ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,057,750TotalAmt
Program Services$2,057,750ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$487,500TotalAmt
Program Services$487,500ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$243,149TotalAmt
Program Services$76,890ProgramServicesAmt
Management And General$83,799ManagementAndGeneralAmt
Fundraising$82,460FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$35,354TotalAmt
Program Services$33,766ProgramServicesAmt
Management And General$1,588ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$47,725TotalAmt
Management And General$47,725ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,017,027TotalAmt
Program Services$897,556ProgramServicesAmt
Management And General$97,894ManagementAndGeneralAmt
Fundraising$21,577FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$56,969TotalAmt
Program Services$4,576ProgramServicesAmt
Management And General$52,393ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$48,985TotalAmt
Program Services$31,351ProgramServicesAmt
Management And General$9,703ManagementAndGeneralAmt
Fundraising$7,931FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$114,696TotalAmt
Program Services$102,160ProgramServicesAmt
Management And General$4,177ManagementAndGeneralAmt
Fundraising$8,359FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,680TotalAmt
Program Services$2,316ProgramServicesAmt
Management And General$1,364ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEVENTSDesc
Total$19,095TotalAmt
Program Services$15,443ProgramServicesAmt
Management And General$3,219ManagementAndGeneralAmt
Fundraising$433FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,131,930TotalAmt
Program Services$3,709,308ProgramServicesAmt
Management And General$301,862ManagementAndGeneralAmt
Fundraising$120,760FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$745,462BOYAmt
EOY$3,572,638EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,550BOYAmt
EOY$1,550EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$747,012BOYAmt
EOY$3,574,188EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,296BOYAmt
EOY$54,145EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$626,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,296BOYAmt
EOY$680,645EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
EOY$2,893,543EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$740,716BOYAmt
EOY$2,893,543EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$747,012BOYAmt
EOY$3,574,188EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,212,849ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$60,022PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$763,140CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$655,500CurrentTaxYearMinus1YearAmt
Current Tax Year$6,343,935CurrentTaxYearAmt
Total$7,762,575TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$763,140CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$655,500CurrentTaxYearMinus1YearAmt
Current Tax Year$6,343,935CurrentTaxYearAmt
Total$7,762,575TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$7,762,575PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$83CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$112CurrentTaxYearMinus1YearAmt
Current Tax Year$844CurrentTaxYearAmt
Total$1,039TotalAmt
FieldValueIRS element (for citing)
Total Support$7,763,614TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$117,881FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$117,881FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,014,050FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,131,931FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$356,597FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$89,149FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus2$51,257CurrentYearMinus2Amt
Current Year Minus1$84,366CurrentYearMinus1Amt
Current Year$356,597CurrentYearAmt
Total$492,220TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$738,330LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$11,116CurrentYearMinus2Amt
Current Year Minus1$28,539CurrentYearMinus1Amt
Current Year$117,881CurrentYearAmt
Total$157,536TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus2$12,814CurrentYearMinus2Amt
Current Year Minus1$21,092CurrentYearMinus1Amt
Current Year$89,149CurrentYearAmt
Total$123,055TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$184,583GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$6,343,935TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$6,343,935RevenueSubtotalAmt
Other Revenues Not Included$844OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$844RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,344,779TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,084,205TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,084,205ExpensesSubtotalAmt
Other Expenses Not Included$47,725OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$47,725ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,131,930TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT INCOME
PART XII, LINE 4B - OTHER ADJUSTMENTS:ACCOUNTING EXPENSES
FORM 990 PART IX LINE 11CACCOUNTING EXPENSES WERE NOT INCLUDED IN PY NET ASSETS - ADJUSTMENT WAS NEEDED

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CITY GARDEN MONTESSORI
1618 TOWER GROVE AVEST LOUISMO63110431671014501(C)(3)$125,000HIGH PERFORMING EXPANSION
CITY GARDEN MONTESSORI
1618 TOWER GROVE AVEST LOUISMO63110431671014501(C)(3)$300,000HIGH PERFORMING EXPANSION
KAIROS ACADEMIES
2315 MIAMIST LOUISMO63118815408421501(C)(3)$35,000NEW SCHOOL
KAIROS ACADEMIES
2315 MIAMIST LOUISMO63118815408421501(C)(3)$65,000NEW SCHOOL
KIPP ST LOUIS
1310 PAPIN STREET STE 203ST LOUISMO63103010916759501(C)(3)$200,000HIGH PERFORMING EXPANSION
NEW VENTURE FUND
1201 CONNECTICUT AVE NW STE 300WASHINGTON DCDC20036205806345501(C)(3)$426,500PARENT LEADERSHIP
NORTH SIDE COMMUNITY SCHOOL
3033 N EUCLID AVEST LOUISMO63115208091111501(C)(3)$20,000EXISTING SCHOOL IMPROVEMENTS
NORTH SIDE COMMUNITY SCHOOL
3033 N EUCLID AVEST LOUISMO63115208091111501(C)(3)$82,750EXISTING SCHOOL IMPROVEMENTS
ST LOUIS TEACHER RESIDENCY
3407 S JEFFERSON AVEST LOUISMO63118301000654501(C)(3)$250,000NEW TALENT PIPELINES
TEACH FOR AMERICA
1204 WASHINGTON AVE STE 300ST LOUISMO63103133541913501(C)(3)$250,000EXISTING TALENT PIPELINES
THE SCHOOL DISTRICT OF UNIVERSITY CITY
8136 GROBY ROADUNIVERSITY CITYMO63130436003857$60,000AUTONOMOUS DISTRICT SCHOOL EXPANSION
THE SCHOOL DISTRICT OF UNIVERSITY CITY
8136 GROBY ROADUNIVERSITY CITYMO63130436003857$151,000AUTONOMOUS DISTRICT SCHOOL EXPANSION
WEPOWER
4220 DUNCAN AVENUEST LOUISMO63110823591958501(C)(3)$15,000PARENT LEADERSHIP
WEPOWER
4220 DUNCAN AVENUEST LOUISMO63110823591958501(C)(3)$75,000PARENT LEADERSHIP
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMONITORING IS PERFORMED PERIODICALLY THROUGH THE USE OF FEEDBACK REPORTS BY THE GRANTEE ON HOW THE GRANT FUNDING WAS UTILIZED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ERIC SCROGGINS
CHIEF EXECUTIVE OFFICER$229,167$0$75,000$0$0$0$0$0$0$0$304,167$0$0$0
MARCUS ROBINSON
KEY EMPLOYEE$183,333$0$0$0$0$0$0$0$0$0$183,333$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3:FormAndLineReferenceDesc
ExplanationTHE BOARD DETERMINES THE EXECUTIVE SALARY VIA NATIONAL AND LOCAL BENCHMARK ANALYSIS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 $160,076 INCLUDING GRANTS OF $ REVENUE $
FORM 990, PART VI, SECTION B, LINE 11BFORM 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 15ATHE BOARD DETERMINES THE EXECUTIVE SALARY VIA NATIONAL AND LOCAL BENCHMARK ANALYSIS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES THE FINANCIAL INFORMATION AND POLICIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 12C: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 11GCONSULTING: PROGRAM SERVICE EXPENSES 878,703. MANAGEMENT AND GENERAL EXPENSES 73,839. FUNDRAISING EXPENSES 16,744. TOTAL EXPENSES 969,286. OTHER ADMINISTRATIVE EXPENSES: PROGRAM SERVICE EXPENSES 18,853. MANAGEMENT AND GENERAL EXPENSES 24,055. FUNDRAISING EXPENSES 4,833. TOTAL EXPENSES 47,741.
FORM 990, PART XII, LINE 2C:NEITHER THE OVERSIGHT PROCESS OR THE SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS CHANGED

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