2020-05-06T16:41:54-05:00 2019-06-30 264532849 PURK & ASSOCIATES PC 1034 SOUTH BRENTWOOD BLVD STE 2000 SAINT LOUIS MO 63117 990 2018-07-01 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 2020-05-06 1 JENNAH R PURK CPA P00614610 3148844000 2020-05-05 192.196.165.208 2020-05-06 08:10:21 CD P 5F207D9E7258BC446641D1B5D81DBF9C3BF72528 6A788171245536016F0CBBE37BCE0BAA523E0C2D 2018 2020-09-23 17:36:50Z ERIC SCROGGINS 4220 DUNCAN AVENUE NO 201 ST LOUIS MO 63110 6344779 0 X HTTPS://THEOPPORTUNITYTRUST.ORG/ X 2017 MO BUILD A NETWORK OF PARENTS, EDUCATIONAL ENTREPENEURS, AND ADVOCATES COMMITTED TO REIMAGINING 6 6 6 0 0 0 655500 6343935 0 0 112 844 0 0 655612 6344779 0 2057750 0 0 212040 730649 0 0 120760 209792 1343531 421832 4131930 233780 2212849 747012 3574188 6296 680645 740716 2893543 X 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 SUSTEMS IN AMERICA IN ST. LOUIS. 0 0 1922146 1038750 OUR FIRST STRATEGIC PRIORITY IS FOCUSED ON GROWING THE CAPACITY OF ST. LOUIS' MOST SUCCESSFUL SCHOOLS, LAUNCHING NEW AND INNOVATIVE SCHOOLS, AND STRENGTHENING EXISTING SCHOOLS WITH STRONG LEADERSHIIP. THIS PROGRAM AREA IDENTIFIES AND DEVELOPS LEADERS TO PLAN AND LAUNCH NEW SCHOOLS IN THE REGION. THIS PROGRAM AREA FUNDS A) THE PLANNING AND EXPANSION OF EXISTING, 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. 576661 500000 OUR SECOND STRATEGIC PRIORITY ENSURES THE REGION HAS THE NECESSARY TEACHER AND SCHOOL LEADERSHIP TALENT AND THAT TALENT IS STRATEGICALLY DEPLOYED TO GROW QUALITY SEATS. THIS PROGRAM AREA WORKS TO A) RECRUIT BEST-IN-CLASS TEACHER DEVELOPMENT PROGRAMS TO PROVIDE SUPPORT TO TEACHERS IN TARGET DISTRICTS AND SCHOOLS B) FUND THE EXPANSION OF EXISTING HIGH QUALITY TEACHER AND SCHOOL LEADER TALENT PIPELINES IN THE REGION, AND C) FUND THE CREATION OF NEW TEACHER AND SCHOOL LEADER TALENT DEVELOPMENT EFFORTS IN THE REGION. 1050425 519000 OUR THIRD STRATEGIC PRIORITY HELPS PARENTS ACCESS AND ADVOCATE FOR BETTER SCHOOLS AND HELPS EDUCATORS USE DATA TO ACCELERATE IMPROVEMENT. THIS PROGRAM AREA FUNDS A) TARGETED RESEARCH AND EVALUATION PROJECTS THAT ADDRESS PROBLEMS OF EDUCATION PRACTICE AND POLICY IN THE REGION, B) THE INCUBATION OF PARENT LEADER GROUPS THROUGHOUT THE REGION, C) THE CREATION OF A DIGITAL SCHOOL FINDER AND RELATED RESOURCES FOR PARENTS AND SCHOOL LEADERS, AND D) THE ESTABLISHMENT OF A UNIFIED ENROLMMENT SYSTEM ACROSS ALL CITY SCHOOL TYPES. 160076 160076 3709308 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 12 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 MO X ERIC SCROGGINS 3143285688 4220 DUNCAN AVE 2ND FLOOR ST LOUIS MO 63110 X 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 304167 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 MARCUS ROBINSON KEY EMPLOYEE 40.00 X 183333 0 0 487500 0 0 2 0 1 0 STEVEN CARTWRIGHT 1266 OWEN PLACE NE WASHINGTON DC DC 20002 CONSULTING 108239 1 6343935 6343935 844 844 6344779 0 0 844 X 2057750 2057750 487500 487500 243149 76890 83799 82460 35354 33766 1588 47725 47725 1017027 897556 97894 21577 56969 4576 52393 48985 31351 9703 7931 114696 102160 4177 8359 3680 2316 1364 EVENTS 19095 15443 3219 433 4131930 3709308 301862 120760 745462 3572638 1550 1550 747012 3574188 6296 54145 0 626500 6296 680645 X 2893543 740716 2893543 747012 3574188 2212849 -60022 0 X X 0 1 X 1 0 X 763140 655500 6343935 7762575 763140 655500 6343935 7762575 7762575 83 112 844 1039 7763614 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 117881 117881 4014050 4131931 356597 89149 0 0 51257 84366 356597 492220 738330 11116 28539 117881 157536 12814 21092 89149 123055 184583 0 0 0 0 6343935 0 6343935 844 844 6344779 4084205 0 4084205 47725 47725 4131930 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME PART XII, LINE 4B - OTHER ADJUSTMENTS: ACCOUNTING EXPENSES FORM 990 PART IX LINE 11C ACCOUNTING EXPENSES WERE NOT INCLUDED IN PY NET ASSETS - ADJUSTMENT WAS NEEDED 1 CITY GARDEN MONTESSORI 1618 TOWER GROVE AVE ST LOUIS MO 63110 431671014 501(C)(3) 125000 HIGH PERFORMING EXPANSION CITY GARDEN MONTESSORI 1618 TOWER GROVE AVE ST LOUIS MO 63110 431671014 501(C)(3) 300000 HIGH PERFORMING EXPANSION KAIROS ACADEMIES 2315 MIAMI ST LOUIS MO 63118 815408421 501(C)(3) 35000 NEW SCHOOL KAIROS ACADEMIES 2315 MIAMI ST LOUIS MO 63118 815408421 501(C)(3) 65000 NEW SCHOOL KIPP ST LOUIS 1310 PAPIN STREET STE 203 ST LOUIS MO 63103 010916759 501(C)(3) 200000 HIGH PERFORMING EXPANSION NEW VENTURE FUND 1201 CONNECTICUT AVE NW STE 300 WASHINGTON DC DC 20036 205806345 501(C)(3) 426500 PARENT LEADERSHIP NORTH SIDE COMMUNITY SCHOOL 3033 N EUCLID AVE ST LOUIS MO 63115 208091111 501(C)(3) 20000 EXISTING SCHOOL IMPROVEMENTS NORTH SIDE COMMUNITY SCHOOL 3033 N EUCLID AVE ST LOUIS MO 63115 208091111 501(C)(3) 82750 EXISTING SCHOOL IMPROVEMENTS ST LOUIS TEACHER RESIDENCY 3407 S JEFFERSON AVE ST LOUIS MO 63118 301000654 501(C)(3) 250000 NEW TALENT PIPELINES TEACH FOR AMERICA 1204 WASHINGTON AVE STE 300 ST LOUIS MO 63103 133541913 501(C)(3) 250000 EXISTING TALENT PIPELINES THE SCHOOL DISTRICT OF UNIVERSITY CITY 8136 GROBY ROAD UNIVERSITY CITY MO 63130 436003857 60000 AUTONOMOUS DISTRICT SCHOOL EXPANSION THE SCHOOL DISTRICT OF UNIVERSITY CITY 8136 GROBY ROAD UNIVERSITY CITY MO 63130 436003857 151000 AUTONOMOUS DISTRICT SCHOOL EXPANSION WEPOWER 4220 DUNCAN AVENUE ST LOUIS MO 63110 823591958 501(C)(3) 15000 PARENT LEADERSHIP WEPOWER 4220 DUNCAN AVENUE ST LOUIS MO 63110 823591958 501(C)(3) 75000 PARENT LEADERSHIP 12 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 229167 0 75000 0 0 0 0 0 0 0 304167 0 0 0 MARCUS ROBINSON KEY EMPLOYEE 183333 0 0 0 0 0 0 0 0 0 183333 0 0 0 PART I, LINE 3: THE BOARD DETERMINES THE EXECUTIVE SALARY VIA NATIONAL AND LOCAL BENCHMARK ANALYSIS. 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 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 15A THE BOARD DETERMINES THE EXECUTIVE SALARY VIA NATIONAL AND LOCAL BENCHMARK ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE FINANCIAL INFORMATION AND POLICIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION 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 11G CONSULTING: 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