STRADA EDUCATION FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STRADA EDUCATION FOUNDATION INC (EIN 47-3044430)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349307851
- Schema version
- 2019v5.1
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:14:01-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462045108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473044430 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRADA EDUCATION NETWORK INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRA | BusinessNameControlTxt |
| Phone | 3178061200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST MARKET STREET SUITE 1100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS DAWSON | PersonNm |
| Person Title | EVP & COO | PersonTitleTxt |
| Phone | 3178061200 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMANTHA BOKORI | PreparerPersonNm |
| PTIN | P01057347 | PTIN |
| Phone | 3174648600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.169.247.132 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:09:09 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9AB8036A84DA1635B8EE3280B58BE06A32D88B7B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM HANSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST MARKET STREET SUITE 1100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $502,809,428 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STRADAEDUCATION.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE OVERSIGHT AND DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF ROADTRIP NATION, LTD., COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, AND DXTERA INSTITUTE, INC. TO PURSUE THEIR MISSION TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS, AND SUCCESS. STRADA EDUCATION NETWORK, INC. PROVIDES GRANTS TO PUBLIC CHARITIES, INCLUDING POSTSECONDARY EDUCATIONAL INSTITUTIONS, TO PURSUE THE MISSIONS OF ITS SUPPORTED ORGANIZATIONS, INCLUDING WORK RESEARCH AND THE DELIVERY OF SERVICES IN FURTHERANCE OF "COMPLETION WITH A PURPOSE," DEFINED AS ENHANCING PREPARATION FOR, ACCESS TO, AND SUCCESS IN POSTSECONDARY EDUCATION, INCREASING THE PERCENTAGE OF STUDENTS WHO FINISH WHAT THEY START IN COLLEGE OR OTHER POSTSECONDARY PROGRAMS, AND ENSURING A SMOOTHER TRANSITION FROM EDUCATION TO EMPLOYMENT IN THE 21ST CENTURY GLOBAL WORKFORCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 168 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $4,108,753 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $82,946,856 | PYContributionsGrantsAmt |
| CY Contributions Grants | $87,120,164 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $86,936,370 | PYInvestmentIncomeAmt |
| CY Investment Income | $71,034,380 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$50,315 | PYOtherRevenueAmt |
| CY Other Revenue | $2,785,601 | CYOtherRevenueAmt |
| PY Total Revenue | $169,832,911 | PYTotalRevenueAmt |
| CY Total Revenue | $160,940,145 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,000,540 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,396,383 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,199,470 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,115,335 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,830,947 | PYOtherExpensesAmt |
| CY Other Expenses | $34,013,984 | CYOtherExpensesAmt |
| PY Total Expenses | $103,030,957 | PYTotalExpensesAmt |
| CY Total Expenses | $100,525,702 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $66,801,954 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $60,414,443 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,395,395,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,559,443,913 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,618,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,472,590 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,351,777,211 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,503,971,323 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE OVERSIGHT AND DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF ROADTRIP NATION, LTD., COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, AND DXTERA INSTITUTE, INC. TO PURSUE THEIR MISSION TO ENHANCE POSTSECONDARY EDUCATION PREPAREDNESS, ACCESS, AND SUCCESS. STRADA EDUCATION NETWORK, INC. PROVIDES GRANTS TO PUBLIC CHARITIES, INCLUDING POSTSECONDARY EDUCATIONAL INSTITUTIONS, TO PURSUE THE MISSIONS OF ITS SUPPORTED ORGANIZATIONS, INCLUDING WORK RESEARCH AND THE DELIVERY OF SERVICES IN FURTHERANCE OF "COMPLETION WITH A PURPOSE," DEFINED AS ENHANCING PREPARATION FOR, ACCESS TO, AND SUCCESS IN POSTSECONDARY EDUCATION, INCREASING THE PERCENTAGE OF STUDENTS WHO FINISH WHAT THEY START IN COLLEGE OR OTHER POSTSECONDARY PROGRAMS, AND ENSURING A SMOOTHER TRANSITION FROM EDUCATION TO EMPLOYMENT IN THE 21ST CENTURY GLOBAL WORKFORCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,617,487 | ExpenseAmt |
| Revenue | $2,769,601 | RevenueAmt |
| Desc | STRADA EDUCATION NETWORK, INC. WAS INCORPORATED AS A 501(C)(3) ORGANIZATION. ADDITIONALLY, STRADA EDUCATION NETWORK, INC. IS A 509(A)(3) SUPPORTING ORGANIZATION TO ROADTRIP NATION, LTD., COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, AND DXTERA INSTITUTE, INC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,396,383 | ExpenseAmt |
| Grant | $38,396,383 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STRADA EDUCATION NETWORK, INC. PROVIDES GRANTS TO PUBLIC CHARITIES, INCLUDING POSTSECONDARY EDUCATIONAL INSTITUTIONS, TO PURSUE THE MISSIONS OF ITS SUPPORTED ORGANIZATIONS, INCLUDING, WORK RESEARCH AND THE DELIVERY OF SERVICES IN FURTHERANCE OF "COMPLETION WITH A PURPOSE," DEFINED AS ENHANCING PREPARATION FOR, ACCESS TO, AND SUCCESS IN POSTSECONDARY EDUCATION, INCREASING THE PERCENTAGE OF STUDENTS WHO FINISH WHAT THEY START IN COLLEGE OR OTHER POSTSECONDARY PROGRAMS, AND ENSURING A SMOOTHER TRANSITION FROM EDUCATION TO EMPLOYMENT IN THE 21ST CENTURY GLOBAL WORKFORCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $56,013,870 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 157 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 168 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS R ERTEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178061200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST MARKET STREET SUITE 1100 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BLAKE DEVITT | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $89,545 | $0 | $0 | ||||
| EDWARD SCHMIDT | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $97,675 | $0 | $0 | ||||
| ERIK MORENO | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $77,000 | $0 | $0 | ||||
| ERNEST NEWBORN II | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $77,946 | $0 | $0 | ||||
| ILENE NAGEL | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $86,000 | $0 | $0 | ||||
| JACK MARKELL | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $57,250 | $0 | $0 | ||||
| MARLENE COULIS | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $80,000 | $0 | $0 | ||||
| MARSHALL GRIGSBY | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $88,275 | $0 | $0 | ||||
| MICHAEL KING | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $87,000 | $0 | $0 | ||||
| MIRIAM STROUSE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $77,000 | $0 | $0 | ||||
| REV WILLIAM BEAUCHAMP | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $77,000 | $0 | $0 | ||||
| SUREEL CHOKSI | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $58,250 | $0 | $0 | ||||
| THOMAS MANGAS | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $88,186 | $0 | $0 | ||||
| WADE DYKE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $59,203 | $0 | $0 | ||||
| WILLIAM NEALE | ||||||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $78,186 | $0 | $0 | ||||
| WILLIAM HANSEN | ||||||||||
| PRESIDENT & CEO | 34.00 | 7.00 | Yes (X) | $1,637,005 | $0 | $64,377 | Yes (X) | |||
| CAROL D'AMICO | ||||||||||
| EVP MISS ADV & PHIL | 39.00 | 1.00 | $624,519 | $0 | $57,681 | Yes (X) | ||||
| ERIN ROTH | ||||||||||
| EVP LEGAL, GC & CORP SECRETARY | 32.00 | 8.00 | $536,714 | $0 | $70,731 | Yes (X) | ||||
| LARRY LUTZ | ||||||||||
| EVP, CORP DEV | 30.00 | 11.00 | $600,835 | $0 | $64,377 | Yes (X) | ||||
| MATTHEW B MURPHY III | ||||||||||
| EVP & CFO (THRU 4/30/19) | 33.00 | 8.00 | $462,351 | $0 | $298,127 | Yes (X) | ||||
| SCOTT FLEMING | ||||||||||
| EVP, CHIEF CPO | 33.00 | 7.00 | $590,726 | $0 | $64,377 | Yes (X) | ||||
| THOMAS DAWSON | ||||||||||
| EVP & COO | 32.00 | 8.00 | $622,113 | $0 | $46,677 | Yes (X) | ||||
| LEONARD GURIN | ||||||||||
| SVP INVESTMENTS | 40.00 | 0.00 | $351,557 | $0 | $56,637 | Yes (X) | ||||
| MICHAEL AUSTIN | ||||||||||
| SVP, OPER. PLANNING & ANALYSIS | 39.00 | 1.00 | $376,352 | $0 | $67,077 | Yes (X) | ||||
| THOMAS R ERTEL | ||||||||||
| SVP & CAO | 31.00 | 9.00 | $406,039 | $0 | $45,545 | Yes (X) | ||||
| ANNE CALVERT | ||||||||||
| VP, BUDGETS, ANALYSIS & METRICS | 39.00 | 1.00 | $281,955 | $0 | $48,090 | Yes (X) | ||||
| DALE ALLEN | ||||||||||
| PRESIDENT - DXTERA INSTITUTE, INC. | 0.00 | 40.00 | $284,006 | $0 | $61,585 | Yes (X) | ||||
| DAVID CLAYTON | ||||||||||
| SVP, CONSUMER INSIGHTS | 39.00 | 1.00 | $413,196 | $0 | $64,377 | Yes (X) | ||||
| JESSICA HINKLE | ||||||||||
| SVP, STRATEGIC INVESTMENTS | 40.00 | 0.00 | $374,721 | $0 | $67,377 | Yes (X) | ||||
| LAWRENCE ALEXANDER MORRISON | ||||||||||
| SVP, STRAT. PSHIPS & SOLUTIONS | 40.00 | 0.00 | $365,077 | $0 | $65,377 | Yes (X) | ||||
| DARYL GRAHAM | ||||||||||
| FORMER OFFICER | 40.00 | 0.00 | $358,496 | $0 | $63,908 | Yes (X) | ||||
| MARK PELESH | ||||||||||
| FORMER OFFICER | 0.00 | 0.00 | $387,441 | $0 | $5,624 | Yes (X) | ||||
| STEPHEN C HAM | ||||||||||
| FORMER OFFICER | 0.00 | 0.00 | $209,736 | $0 | $0 | Yes (X) | ||||
| TERRY HOLLOWAY | ||||||||||
| FORMER OFFICER | 40.00 | 0.00 | $370,068 | $0 | $63,182 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,431,423 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,275,126 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 81 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GALLUP INC | |||||
| 1001 GALLUP DRIVE | OMAHA | NE | 68102 | DATA ANALYSIS SERVICES | $2,089,920 |
| GOKART LABS LLC | |||||
| 110 N 5TH STREET SUITE 520 | MINNEAPOLIS | MN | 55403 | DIGITAL SERVICES | $1,260,142 |
| HEART AND MIND STRATEGIES LLC | |||||
| 12355 SUNRISE VALLEY DR STE 340 | RESTON | VA | 20191 | CONSULTING SERVICES | $775,857 |
| THE CICERO GROUP LP | |||||
| 35 NORTH RIO GRANDE STREET | SALT LAKE CITY | UT | 84101 | CONSULTING SERVICES | $528,931 |
| ANDERSON KILL PC | |||||
| 1251 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | LEGAL FEES | $466,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 57 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $87,120,164 | AllOtherContributionsAmt |
| Total Contributions | $87,120,164 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,356,293 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,108,753 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,247,540 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,721 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,721 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,000 | TotalRevenueColumnAmt |
| Exclusion | $16,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $396,547,370 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $341,869,283 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,678,087 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,678,087 | TotalRevenueColumnAmt |
| Exclusion | $54,678,087 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INSURANCE SETTLEMENT | 524298 | $2,200,000 | $2,200,000 |
| LOAN SCIENCE REVENUE | 611710 | $537,878 | $537,878 |
| MISCELLANEOUS REVENUE | 900099 | $16,002 | $16,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,753,880 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,940,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,769,601 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,108,753 | UnrelatedBusinessRevenueAmt |
| Exclusion | $66,941,627 | 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 | $38,381,383 | TotalAmt |
| Program Services | $38,381,383 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,957,609 | TotalAmt |
| Management And General | $7,957,609 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,555,372 | TotalAmt |
| Program Services | $4,642,863 | ProgramServicesAmt |
| Management And General | $9,912,509 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,763 | TotalAmt |
| Program Services | $53,137 | ProgramServicesAmt |
| Management And General | $204,626 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,274,556 | TotalAmt |
| Program Services | $1,172,394 | ProgramServicesAmt |
| Management And General | $3,102,162 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,035 | TotalAmt |
| Program Services | $240,249 | ProgramServicesAmt |
| Management And General | $829,786 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,638,430 | TotalAmt |
| Program Services | $137,975 | ProgramServicesAmt |
| Management And General | $1,500,455 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,268 | TotalAmt |
| Management And General | $562,268 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,608,733 | TotalAmt |
| Management And General | $8,608,733 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,128,395 | TotalAmt |
| Program Services | $5,770,849 | ProgramServicesAmt |
| Management And General | $5,357,546 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,229,328 | TotalAmt |
| Program Services | $3,625,298 | ProgramServicesAmt |
| Management And General | $604,030 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,843 | TotalAmt |
| Program Services | $29,473 | ProgramServicesAmt |
| Management And General | $65,370 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,742,435 | TotalAmt |
| Program Services | $127,955 | ProgramServicesAmt |
| Management And General | $1,614,480 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,215,746 | TotalAmt |
| Program Services | $584,900 | ProgramServicesAmt |
| Management And General | $1,630,846 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,493,455 | TotalAmt |
| Program Services | $484,279 | ProgramServicesAmt |
| Management And General | $1,009,176 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,249 | TotalAmt |
| Program Services | $74,810 | ProgramServicesAmt |
| Management And General | $92,439 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,044 | TotalAmt |
| Management And General | $65,044 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,681 | TotalAmt |
| Program Services | $278,220 | ProgramServicesAmt |
| Management And General | $712,461 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,990 | TotalAmt |
| Program Services | $95,291 | ProgramServicesAmt |
| Management And General | $264,699 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & ASSOCIATION FEES | $333,968 | $174,655 | $159,313 |
| SUBSCRIPTIONS | $313,612 | $89,201 | $224,411 |
| EMPLOYEE HOLIDAY PARTY | $64,284 | $35,494 | $28,790 |
| OFFICE RELOCATION | $1,888 | $0 | $1,888 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,635 | TotalAmt |
| Program Services | $444 | ProgramServicesAmt |
| Management And General | $3,191 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,525,702 | TotalAmt |
| Program Services | $56,013,870 | ProgramServicesAmt |
| Management And General | $44,511,832 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,581,330 | BOYAmt |
| EOY | $50,501,511 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,814,180 | BOYAmt |
| EOY | $24,868,813 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $13,448,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$121,558 | BOYAmt |
| EOY | $13,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,505,498 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $742,824 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,987,104 | BOYAmt |
| EOY | $3,762,674 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,218,903 | BOYAmt |
| EOY | $218,908,693 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,203,058 | BOYAmt |
| EOY | $1,042,245,882 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,964,523 | BOYAmt |
| EOY | $199,286,258 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,972,096 | BOYAmt |
| EOY | $1,561,258 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,775,837 | BOYAmt |
| EOY | $4,847,559 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,395,395,473 | BOYAmt |
| EOY | $1,559,443,913 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,341,667 | BOYAmt |
| EOY | $15,536,369 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,973,093 | BOYAmt |
| EOY | $17,505,928 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $16,740,514 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,303,502 | BOYAmt |
| EOY | $5,689,779 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,618,262 | BOYAmt |
| EOY | $55,472,590 | 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 | $1,351,777,211 | BOYAmt |
| EOY | $1,503,971,323 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,351,777,211 | BOYAmt |
| EOY | $1,503,971,323 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,395,395,473 | BOYAmt |
| EOY | $1,559,443,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $60,414,443 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $108,972,155 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$17,192,486 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ROADTRIP NATION LTD | ||||
| 263889207 | 7 | Yes (1) | $10,525,033 | $0 |
| DXTERA INSTITUTE INC | ||||
| 815103331 | 10 | 0 | $1,432,759 | $74,390 |
| COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING | ||||
| 132890752 | 7 | 0 | $514,355 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $12,472,147 | SupportSumAmt |
| Other Support Sum | $74,390 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART I, LINE 12G, COLUMN (VI): | STRADA EDUCATION NETWORK, INC. PROVIDED NON-MONETARY SUPPORT INCLUDING ADMINISTRATIVE, ACCOUNTING, AND LEGAL SERVICES TO DXTERA INSTITUTE, INC. |
| SCHEDULE A, PART IV, SECTION A, LINE 1: | STRADA EDUCATION NETWORK, INC. DESIGNATES ITS SUPPORTED ORGANIZATIONS BY NAME AS WELL AS BY CLASS OR PURPOSE. STRADA EDUCATION NETWORK, INC. NAMES ROADTRIP NATION, LTD. AS A SUPPORTED ORGANIZATION IN ITS ARTICLES OF INCORPORATION. STRADA EDUCATION NETWORK, INC. ALSO DESIGNATES OTHER SUPPORTED ORGANIZATIONS BY CLASS OR PURPOSE. THESE ORGANIZATIONS ARE DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3) AND 501(A)(1) OR 509(A)(2) BY CLASS. ADDITIONALLY, THE OTHER SUPPORTED ORGANIZATIONS AND THE SUPPORTING ORGANIZATION SHARE THE MISSION OF FURTHERING "COMPLETION WITH A PURPOSE," WHICH MEANS (I) ENHANCING PREPARATION FOR, ACCESS TO, AND SUCCESS IN POSTSECONDARY EDUCATION, (II) INCREASING THE PERCENTAGE OF STUDENTS WHO FINISH WHAT THEY START IN COLLEGE OR OTHER POSTSECONDARY PROGRAMS, AND (III) ENSURING A SMOOTHER TRANSITION FROM EDUCATION TO EMPLOYMENT IN THE 21ST CENTURY GLOBAL WORKFORCE. |
| SCHEDULE A, PART IV, SECTION A, LINE 6: | STRADA EDUCATION NETWORK, INC. PROVIDES SUPPORT TO PUBLIC CHARITIES ON BEHALF OF ITS SUPPORTED ORGANIZATIONS. SUPPORT IS GIVEN TO PUBLIC CHARITIES THAT FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BY PROVIDING GRANTS TO POSTSECONDARY INSTITUTIONS TO PURSUE THE MISSION OF ITS SUPPORTED ORGANIZATIONS IN PREPAREDNESS, ACCESS AND SUCCESS IN HIGHER EDUCATION. STRADA EDUCATION NETWORK, INC. ADDITIONALLY PROVIDED LIMITED MATCHING GRANT SUPPORT TO POST-SECONDARY EDUCATIONAL INSTITUTIONS AND OTHER PUBLIC CHARITIES TO WHICH ITS EMPLOYEES AND TRUSTEES ALSO DESIGNATED SUPPORT, AS WELL AS GRANT FUNDING TO PUBLIC CHARITIES OPERATING TO SUPPORT COMMUNITY SUPPORT NETWORKS AND VULNERABLE POPULATIONS IN THE COMMUNITIES WHERE STRADA EDUCATION NETWORK, INC. MAINTAINS OPERATIONS. |
| SCHEDULE A, PART IV, SECTION C, LINE 1: | STRADA EDUCATION NETWORK, INC., THE PARENT AND SUPPORTING ORGANIZATION OF COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, DXTERA INSTITUTE, INC. AND ROADTRIP NATION, LTD., WAS ORGANIZED TO OPERATE FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATIONS. COMMON SUPERVISION AND CONTROL ARE ESTABLISHED THROUGH STRADA EDUCATION NETWORK, INC.'S OVERSIGHT AND DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS. THE BOARD OF STRADA EDUCATION NETWORK, INC. IS SOLELY RESPONSIBLE FOR THE ELECTION OF THE BOARD OF TRUSTEES OF COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, DXTERA INSTITUTE, INC. AND ROADTRIP NATION, LTD., WHO THEN ELECT THE OFFICERS OF EACH SUPPORTED ORGANIZATION. THE MAJORITY OF THE BOARDS OF EACH OF THESE SUPPORTED ORGANIZATIONS CONSIST OF TRUSTEES AND OFFICERS OF STRADA EDUCATION NETWORK, INC., INCLUDING A MAJORITY OF THE OFFICERS OF STRADA EDUCATION NETWORK, INC. THIS OVERLAP ENSURES A CLOSE AND CONTINUOUS WORKING RELATIONSHIP BETWEEN THE ORGANIZATIONS. |
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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,191,682 | OtherCostOrOtherBasisAmt |
| Depreciation | $223,577 | DepreciationAmt |
| Book Value | $1,968,105 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,209,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $487,964 | DepreciationAmt |
| Book Value | $1,721,576 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,276 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,283 | DepreciationAmt |
| Book Value | $72,993 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,762,674 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME: CORPORATE BONDS | $104,651,224 | F |
| FIXED INCOME: ASSET-BACKED SECURITIES | $32,456,188 | F |
| FIXED INCOME: MUNICIPAL BONDS | $41,756,520 | F |
| EQUITY SECURITIES | $120,650,988 | F |
| DIRECT INVESTMENTS - EQUITY | $52,185,757 | F |
| DIRECT INVESTMENTS - DEBT | $15,130,605 | F |
| PRIVATE EQUITY FUNDS | $338,772,160 | F |
| PRIVATE CREDIT FUNDS | $10,716,043 | F |
| LLP & LLC'S/POOLED ACCOUNTS | $325,926,397 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,042,245,882 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN ROADTRIP NATION, LTD. | $34,725,285 | F |
| INVESTMENT IN INSIDE TRACK, INC. | $22,691,737 | F |
| INVESTMENT IN STRADA SOLUTIONS, INC. | $141,869,236 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $199,286,258 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $5,689,779 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,689,779 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PER THE CONSOLIDATED FINANCIAL STATEMENTS OF STRADA EDUCATION NETWORK, INC., "STRADA ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES ON A MORE-LIKELY-THAN-NOT CRITERION BASED ON THE POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE WERE NO UNCERTAINTIES THAT REQUIRE RECOGNITION OR DISCLOSURE AS OF DECEMBER 31, 2019 OR 2018." | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | $17,733,674 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $20,304,167 |
| NORTH AMERICA | INVESTMENTS | $5,281,975 |
| EAST ASIA AND THE PACIFIC | INVESTMENTS | $7,110,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $50,430,109 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $50,430,109 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (118 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF INDIANAPOLIS | ||||||||
| 1500 E MICHIGAN ST RM 8 | INDIANAPOLIS | IN | 46201 | 351813852 | 501(C)(3) | $34,000 | MATCHING GIFT; OPERATING GRANT | |
| AMERICAN COUNCIL ON EDUCATION | ||||||||
| 1 DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | 530196573 | 501(C)(3) | $1,686,420 | OPERATING GRANT | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | 521573446 | 501(C)(3) | $500,750 | MATCHING GIFT; OPERATING GRANT | |
| AMERICAN SOCIETY OF TROPICAL MEDICINE AND HYGIENE | ||||||||
| 241 18TH ST S STE 501 | ARLINGTON | VA | 22202 | 570408245 | 501(C)(3) | $6,500 | MATCHING GIFT | |
| ARIZONA STATE UNIVERSITY FOUNDATION | ||||||||
| 300 EAST UNIVERSITY DRIVE | TEMPE | AZ | 85281 | 866051042 | 501(C)(3) | $17,500 | DIRECTED GIFT | |
| ARTS COUNCIL OF INDIANAPOLIS INC | ||||||||
| 924 N PENNSYLVANIA ST | INDIANAPOLIS | IN | 46204 | 311225893 | 501(C)(3) | $7,500 | OPERATING GRANT | |
| ASPEN PREP ACADEMY | ||||||||
| 5859 S UNIVERSITY BLVD | GREENWOOD VILLAGE | CO | 80121 | 200896938 | 501(C)(3) | $7,500 | MATCHING GIFT | |
| BENEDICT COLLEGE | ||||||||
| 1600 HARDEN STREET | COLUMBIA | SC | 29204 | 410969244 | 501(C)(3) | $15,000 | DIRECTED GIFT | |
| BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA INC | ||||||||
| 1433 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | 351323831 | 501(C)(3) | $25,000 | OPERATING GRANT | |
| BISHOP NOLL INSTITUTE FOUNDATION INC | ||||||||
| 1519 HOFFMAN STREET | HAMMOND | IN | 46327 | 310973961 | 501(C)(3) | $25,000 | DIRECTED GIFT | |
| BOTTOM LINE | ||||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | 043351427 | 501(C)(3) | $25,000 | OPERATING GRANT | |
| BRADLEY UNIVERSITY | ||||||||
| 1501 WEST BRADLEY AVENUE | PEORIA | IL | 61625 | 370661494 | 501(C)(3) | $65,000 | DIRECTED AND MATCHING GIFTS | |
| BRAVEN INC | ||||||||
| 171 N ABERDEEN ST FLOOR 4R | CHICAGO | IL | 60607 | 464340594 | 501(C)(3) | $625,000 | OPERATING GRANT | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| ROMNEY INSTITUTE OF PUBLIC MGMT | PROVO | UT | 84602 | 870217280 | 501(C)(3) | $70,000 | DIRECTED GIFT | |
| BROWN UNIVERSITY | ||||||||
| 350 EDDY ST 4TH FLOOR BOX 1873 | PROVIDENCE | RI | 02903 | 050258809 | 501(C)(3) | $6,500 | DIRECTED AND MATCHING GIFTS | |
| BUTLER UNIVERSITY | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | 350867977 | 501(C)(3) | $78,750 | DIRECTED AND MATCHING GIFTS | |
| CARLETON COLLEGE | ||||||||
| 1 N COLLEGE ST | NORTHFIELD | MN | 55057 | 410694747 | 501(C)(3) | $15,000 | DIRECTED GIFT | |
| CARLTHORP SCHOOL | ||||||||
| 438 SAN VICENTE BLVD | SANTA MONICA | CA | 90402 | 953512203 | 501(C)(3) | $12,000 | MATCHING GIFT | |
| CATHEDRAL HIGH SCHOOL | ||||||||
| 5225 E 56TH ST | INDIANAPOLIS | IN | 46226 | 356254955 | 501(C)(3) | $5,800 | DIRECTED AND MATCHING GIFTS | |
| CENTER FOR LEADERSHIP DEVELOPMENT | ||||||||
| 2425 DR MARTIN LUTHER KING JR | INDIANAPOLIS | IN | 46208 | 351389882 | 501(C)(3) | $520,500 | DIRECTED GIFT; OPERATING GRANT | |
| CENTRAL INDIANA COMMUNITY FOUNDATION INC | ||||||||
| 615 N ALABAMA ST SUITE 119 | INDIANAPOLIS | IN | 46204 | 351793680 | 501(C)(3) | $7,125 | MATCHING; DIRECTED; OPERATING GRANT | |
| CHRISTEL HOUSE ACADEMY INC | ||||||||
| 2717 S EAST STREET | INDIANAPOLIS | IN | 46225 | 020550824 | 501(C)(3) | $10,000 | OPERATING GRANT | |
| COLLEGE UNBOUND | ||||||||
| 325 PUBLIC ST | PROVIDENCE | RI | 02905 | 462470807 | 501(C)(3) | $15,000 | DIRECTED GIFT | |
| COLORADO ACADEMY | ||||||||
| 3800 S PIERCE ST | DENVER | CO | 80235 | 840421874 | 501(C)(3) | $7,500 | MATCHING GIFT | |
| COLUMBIA BUSINESS SCHOOL | ||||||||
| 33 W 60TH STREET 7TH FLOOR | NEW YORK | NY | 10023 | 135598093 | 501(C)(3) | $10,000 | DIRECTED GIFT | |
| COMMUNITY COLLEGE OF RHODE ISLAND FOUNDATION | ||||||||
| 400 EAST AVENUE | WARWICK | RI | 02865 | 050394214 | 501(C)(3) | $498,750 | OPERATING GRANT | |
| CONGREGATION OF HOLY CROSS US PROVINCE INC | ||||||||
| PO BOX 774 | NOTRE DAME | IN | 46556 | 320344245 | 501(C)(3) | $90,500 | DIRECTED AND MATCHING GIFTS | |
| COOPERATIVE FOR EDUCATION | ||||||||
| 2300 MONTANA AVE SUITE 301 | CINCINNATI | OH | 45211 | 311545464 | 501(C)(3) | $7,500 | DIRECTED GIFT | |
| COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING | ||||||||
| 55 E MONROE | CHICAGO | IL | 60603 | 132890752 | 501(C)(3) | $56,352 | OPERATING GRANT | |
| CROSSROADS OF AMERICA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 7125 FALL CREEK ROAD NORTH | INDIANAPOLIS | IN | 46256 | 350867962 | 501(C)(3) | $10,400 | MATCHING GIFT; OPERATING GRANT | |
| DAMAR GUILD INC | ||||||||
| 6067 DECATUR BOULEVARD | INDIANAPOLIS | IN | 46142 | 351833180 | 501(C)(3) | $6,500 | MATCHING; DIRECTED; OPERATING GRANT | |
| DC GRAYS BASEBALL | ||||||||
| 1800 M ST NW STE 500 SO TOWER | WASHINGTON | DC | 20036 | 452797475 | 501(C)(3) | $25,000 | OPERATING GRANT | |
| DELAWARE STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1200 N DUPONT HWY | DOVER | DE | 19901 | 201372435 | 501(C)(3) | $50,000 | DIRECTED GIFT | |
| DRAKE UNIVERSITY | ||||||||
| 2507 UNIVERSITY | DES MOINES | IA | 50311 | 420680460 | 501(C)(3) | $10,000 | DIRECTED GIFT | |
| EDUCATION ASSISTANCE FUND | ||||||||
| 7371 MOUNTCALM DR | MCLEAN | VA | 22102 | 202126318 | 501(C)(3) | $9,000 | DIRECTED GIFT | |
| EDUCATION AT WORK INC | ||||||||
| 2300 WALL STREET SUITE R | CINCINNATI | OH | 45212 | 454065038 | 501(C)(3) | $15,857,962 | LOAN FORGIVENESS AND MATCHING GRANT | |
| EMBARC INC | ||||||||
| PO BOX 221450 | CHICAGO | IL | 60622 | 273453182 | 501(C)(3) | $70,000 | DIRECTED AND MATCHING; OPERATING | |
| EVANGEL UNIVERSITY | ||||||||
| 1111 NORTH GLENSTONE AVENUE | SPRINGFIELD | MO | 65802 | 440589787 | 501(C)(3) | $15,000 | DIRECTED GIFT | |
| FAITH HOPE & LOVE COMMUNITY INC | ||||||||
| 1100 WEST 42ND STREET | INDIANAPOLIS | IN | 46208 | 743154037 | 501(C)(3) | $10,000 | MATCHING GIFT | |
| FAMILY PROMISE OF GREATER INDIANAPOLIS | ||||||||
| PO BOX 441367 | INDIANAPOLIS | IN | 46244 | 351909912 | 501(C)(3) | $12,650 | MATCHING; DIRECTED; OPERATING GRANT | |
| FATHERS AND FAMILIES RESOURCERESEARCH CENTER | ||||||||
| 2835 N ILLINOIS ST | INDIANAPOLIS | IN | 46208 | 352069047 | 501(C)(3) | $10,000 | OPERATING GRANT | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | 237156071 | 501(C)(3) | $20,000 | DIRECTED GIFT | |
| GEORGETOWN UNIVERSITY | ||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | 530196603 | 501(C)(3) | $45,000 | DIRECTED AND MATCHING GIFTS | |
| GRALAND COUNTRY DAY | ||||||||
| 55 CLERMONT ST | DENVER | CO | 80220 | 840402699 | 501(C)(3) | $40,000 | MATCHING GIFT | |
| GREATER INDIANAPOLIS PROGRESS COMMITTEE | ||||||||
| 200 E WASHINGTON ST | INDIANAPOLIS | IN | 46204 | 351109966 | 501(C)(3) | $10,000 | OPERATING GRANT | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | 990261283 | 501(C)(3) | $375,000 | OPERATING GRANT | |
| HERMOSA BEACH EDUCATION FOUNDATION | ||||||||
| PO BOX 864 | HERMOSA BEACH | CA | 90254 | 330522270 | 501(C)(3) | $25,500 | DIRECTED AND MATCHING GIFTS | |
| HOPE ACADEMY | ||||||||
| 8102 CLEARVISTA PKWY | INDIANAPOLIS | IN | 46256 | 203094377 | 501(C)(3) | $11,000 | DIRECTED AND MATCHING GIFTS | |
| HORIZONS AT ST RICHARD'S EPISCOPAL SCHOOL | ||||||||
| 33 E 33RD ST | INDIANAPOLIS | IN | 46205 | 356007169 | 501(C)(3) | $20,000 | DIRECTED GIFT | |
| I HAVE A DREAM FOUNDATION - COLORADO | ||||||||
| 1836 GRANT ST | DENVER | CO | 80203 | 742497109 | 501(C)(3) | $21,839 | MATCHING GIFT | |
| IMANI AID INC | ||||||||
| PO BOX 40111 | INDIANAPOLIS | IN | 46240 | 273473768 | 501(C)(3) | $13,650 | MATCHING AND DIRECTED GIFTS | |
| INDIANA CHAMBER OF COMMERCE | ||||||||
| 115 W WASHINGTON STREET STE 850S | INDIANAPOLIS | IN | 46204 | 350411610 | 501(C)(6) | $7,500 | OPERATING GRANT | |
| INDIANA DEPARTMENT OF WORKFORCE DEVELOPMENT | ||||||||
| 10 N SENATE AVENUE ROOM 203 | INDIANAPOLIS | IN | 46204 | 356000158 | 501(C)(5) | $1,000,000 | OPERATING GRANT | |
| INDIANA INTERNNET INCORPORATED | ||||||||
| 115 W WASHINGTON STREET SUITE 850S | INDIANAPOLIS | IN | 46204 | 300279390 | 501(C)(3) | $10,000 | OPERATING GRANT | |
| INDIANA LATINO INSTITUTE | ||||||||
| 401 W MICHIGAN ST SUITE 100 | INDIANAPOLIS | IN | 46202 | 260036285 | 501(C)(3) | $250,000 | OPERATING GRANT | |
| INDIANA UNIVERSITY FOUNDATION | ||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | 356018940 | 501(C)(3) | $142,100 | DIRECTED AND MATCHING GIFTS | |
| INDIANA UNIVERSITY-PURDUE UNIVERSITY INDIANAPOLIS | ||||||||
| 301 UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | 356001673 | 501(C)(3) | $15,000 | DIRECTED GIFT | |
| INDIANAPOLIS INDIANS COMMUNITY FUND INC | ||||||||
| 501 W MARYLAND ST | INDIANAPOLIS | IN | 46225 | 832918701 | 501(C)(3) | $500,000 | OPERATING GRANT | |
| INDIANAPOLIS OPERA COMPANY | ||||||||
| 4011 N PENNSYLVANIA ST | INDIANAPOLIS | IN | 46205 | 351405179 | 501(C)(3) | $10,000 | OPERATING GRANT | |
| INDIANAPOLIS URBAN LEAGUE | ||||||||
| 777 INDIANA AVENUE | INDIANAPOLIS | IN | 46202 | 356060655 | 501(C)(3) | $50,000 | OPERATING GRANT | |
| INSTITUTE FOR DOCTORAL STUDIES IN THE VISUAL ARTS | ||||||||
| 795 CONGRESS ST | PORTLAND | ME | 04102 | 204984268 | 501(C)(3) | $7,500 | DIRECTED GIFT | |
| IOWA STUDENT LOAN LIQUIDITY CORP | ||||||||
| 6775 VISTA DR | WEST DES MOINES | IA | 50266 | 421137531 | 501(C)(3) | $125,000 | OPERATING GRANT | |
| IVY ENDOWMENT INC | ||||||||
| PO BOX 88474 | INDIANAPOLIS | IN | 46208 | 310962055 | 501(C)(3) | $21,000 | MATCHING GIFT | |
| JACKIE ROBINSON FOUNDATION INC | ||||||||
| 1999 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | 132896345 | 501(C)(3) | $842,500 | DIRECTED GIFT; OPERATING GRANT | |
| JDRF | ||||||||
| 10401 N MERIDIAN SUITE 150 | INDIANAPOLIS | IN | 46290 | 231907729 | 501(C)(3) | $31,370 | MATCHING; DIRECTED; OPERATING GRANT | |
| JEFFERSON EDUCATION EXCHANGE INC | ||||||||
| 1405 S FERN ST 154 | ARLINGTON | VA | 22202 | 823654516 | 501(C)(3) | $500,000 | OPERATING GRANT | |
| JEWISH FEDERATION OF DELAWARE INC | ||||||||
| 101 GARDEN OF EDEN RD | WILMINGTON | DE | 19803 | 510064315 | 501(C)(3) | $7,095 | MATCHING GIFT | |
| JEWISH FEDERATION OF GREATER INDIANAPOLIS INC | ||||||||
| 6705 HOOVER ROAD | INDIANAPOLIS | IN | 46260 | 350888017 | 501(C)(3) | $8,000 | MATCHING AND DIRECTED GIFTS | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | 237424444 | 501(C)(3) | $9,667 | MATCHING GIFT | |
| JUNIOR ACHIEVEMENT OF CENTRAL INDIANA | ||||||||
| 8395 KEYSTONE CROSSING SUITE 102 | INDIANAPOLIS | IN | 46240 | 351003695 | 501(C)(3) | $15,150 | MATCHING GIFT; OPERATING GRANT | |
| LEHIGH UNIVERSITY | ||||||||
| 306 S NEW STREET SUITE 500 | BETHLEHEM | PA | 18015 | 240795445 | 501(C)(3) | $10,000 | DIRECTED GIFT | |
| MANHATTAN BEACH EDUCATION FOUNDATION | ||||||||
| 325 S PECK AVE | MANHATTAN BEACH | CA | 90266 | 953881166 | 501(C)(3) | $25,000 | DIRECTED GIFT | |
| MARIAN UNIVERSITY INC | ||||||||
| 3200 COLD SPRING ROAD | INDIANAPOLIS | IN | 46222 | 350868175 | 501(C)(3) | $52,800 | DIRECTED AND MATCHING GIFTS | |
| MARTIN LUTHER KING COMMUNITY CENTER | ||||||||
| 40 W 40TH ST | INDIANAPOLIS | IN | 46208 | 237415846 | 501(C)(3) | $10,000 | OPERATING GRANT | |
| MARTIN UNIVERSITY INC | ||||||||
| 2186 N SHERMAN DRIVE | INDIANAPOLIS | IN | 46218 | 310970262 | 501(C)(3) | $20,000 | DIRECTED GIFT | |
| MARYVALE PREPARATORY ACADEMY | ||||||||
| 4801 E WASHINGTON ST STE 250 | PHOENIX | AZ | 85034 | 273289377 | 501(C)(3) | $9,999 | MATCHING GIFT | |
| MERIT AMERICA | ||||||||
| ONE THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | 273238471 | 501(C)(3) | $500,000 | OPERATING GRANT | |
| MIAMI UNIVERSITY | ||||||||
| 725 E CHESTNUT ST | OXFORD | OH | 45056 | 316402089 | 501(C)(3) | $6,070 | DIRECTED AND MATCHING GIFTS | |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY RD | SANTA BARBARA | CA | 93108 | 951525814 | 501(C)(3) | $15,000 | MATCHING GIFT | |
| NATIONAL COUNCIL FOR ADOPTION | ||||||||
| 225 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | 751721671 | 501(C)(3) | $25,000 | OPERATING GRANT | |
| NATIONAL GOVERNORS ASSOCIATION | ||||||||
| 444 N CAPITOL ST STE 267 | WASHINGTON | DC | 20001 | 237391796 | 501(C)(3) | $650,000 | OPERATING GRANT | |
| NATIONAL URBAN LEAGUE | ||||||||
| 80 PINE STREET | NEW YORK | NY | 10005 | 131840489 | 501(C)(3) | $250,000 | OPERATING GRANT | |
| NEW PROFIT | ||||||||
| 225 FRANKLIN STREET SUITE 350 | BOSTON | MA | 02110 | 043396766 | 501(C)(3) | $1,000,000 | OPERATING GRANT | |
| PENDLETON HEIGHTS HIGH SCHOOL | ||||||||
| 1 ARABIAN DRIVE | PENDLETON | IN | 46064 | 351114508 | 501(C)(3) | $6,600 | MATCHING GIFT | |
| PURPLE MAIA FOUNDATION | ||||||||
| 98-820 MOANALUA ROAD 15-547 | AIEA | HI | 96701 | 464326249 | 501(C)(3) | $6,000 | OPERATING GRANT | |
| RANDOLPH-MACON COLLEGE | ||||||||
| PO BOX 5005 | ASHLAND | VA | 23005 | 540505940 | 501(C)(3) | $16,362 | DIRECTED AND MATCHING GIFTS | |
| ROADTRIP NATION LTD | ||||||||
| 1626 PLACENTIA AVE | COSTA MESA | CA | 92627 | 263889207 | 501(C)(3) | $7,733,637 | LOAN FORGIVENESS AND MATCHING GRANT | |
| SALVATION ARMY INDIANA DIVISION | ||||||||
| 3100 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | 362167910 | 501(C)(3) | $6,183 | MATCHING GIFT | |
| SANIBEL CAPTIVA CONSERVATION FOUNDATION | ||||||||
| PO BOX 839 | SANIBEL | FL | 33957 | 591205087 | 501(C)(3) | $6,000 | MATCHING GIFT | |
| SPELMAN COLLEGE | ||||||||
| 350 SPELMAN LANE SW BOX 1551 | ATLANTA | GA | 30314 | 580566243 | 501(C)(3) | $15,000 | DIRECTED GIFT | |
| SPRINGFIELD COLLEGE | ||||||||
| 263 ALDEN STREET | SPRINGFIELD | MA | 01109 | 042104329 | 501(C)(3) | $7,500 | DIRECTED GIFT | |
| ST MARIA GORETTI SCHOOL | ||||||||
| 17104 SPRING MILL RD | WESTFIELD | IN | 46074 | 351950891 | 501(C)(3) | $6,200 | MATCHING AND DIRECTED GIFTS | |
| ST VINCENT FOUNDATION | ||||||||
| 8402 HARCOURT RD STE 210 | INDIANAPOLIS | IN | 46260 | 356088862 | 501(C)(3) | $10,000 | MATCHING GIFT | |
| SUSQUEHANNA UNIVERSITY | ||||||||
| 514 UNIVERSITY AVENUE | SELINSGROVE | PA | 17870 | 231353385 | 501(C)(3) | $40,000 | DIRECTED AND MATCHING GIFTS | |
| SYRACUSE UNIVERSITY | ||||||||
| 900 S CROUSE AVE | SYRACUSE | NY | 13244 | 150532081 | 501(C)(3) | $27,500 | DIRECTED GIFT | |
| TABERNACLE PRESBYTERIAN CHURCH | ||||||||
| 418 E 34TH ST | INDIANAPOLIS | IN | 46205 | 350942650 | 501(C)(3) | $6,700 | MATCHING GIFT | |
| THE FIELD SCHOOL | ||||||||
| 2301 FOXHALL ROAD NW | WASHINGTON | DC | 20007 | 520960218 | 501(C)(3) | $110,000 | DIRECTED AND MATCHING GIFTS | |
| THE KEARNS PRIZE | ||||||||
| 2001 PENNSYLVANIA AVE NW SUITE 1100 | WASHINGTON | DC | 20006 | 832311802 | 501(C)(3) | $510,000 | DIRECTED GIFT; OPERATING GRANT | 1100 |
| THE NEW YORK OPPORTUNITY NETWORK | ||||||||
| 85 BROAD ST 6TH FLOOR | NEW YORK | NY | 10004 | 431984494 | 501(C)(3) | $40,000 | OPERATING GRANT; DIRECTED AND MATCHING | |
| THE SCHOLARSHIP FOUNDATION OF ST LOUIS | ||||||||
| 6825 CLAYTON AVENUE | ST LOUIS | MO | 63139 | 436031234 | 501(C)(3) | $10,000 | DIRECTED GIFT | |
| THURGOOD MARSHALL COLLEGE FUND | ||||||||
| 901 F ST NW STE 300 | WASHINGTON | DC | 20004 | 411750692 | 501(C)(3) | $492,850 | OPERATING GRANT | |
| TRADERS POINT CHRISTIAN ACADEMY | ||||||||
| 6600 S INDIANAPOLIS RD | WHITESTOWN | IN | 46075 | 352004115 | 501(C)(3) | $18,500 | MATCHING AND DIRECTED GIFTS | |
| TRINITY WASHINGTON UNIVERSITY | ||||||||
| 125 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | 530196640 | 501(C)(3) | $10,000 | DIRECTED GIFT | |
| UNITED NEGRO COLLEGE FUND | ||||||||
| 3738 N MERIDIAN ST SUITE 507 | INDIANAPOLIS | IN | 46208 | 131624241 | 501(C)(3) | $667,550 | MATCHING; DIRECTED; OPERATING GRANT | |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 N MERIDIAN ST SUITE 300 | INDIANAPOLIS | IN | 46208 | 351007590 | 501(C)(3) | $157,885 | MATCHING; DIRECTED; OPERATING GRANT | |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | 350868188 | 501(C)(3) | $50,000 | DIRECTED AND MATCHING GIFTS | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $95,833 | DIRECTED AND MATCHING GIFTS | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| UNIVERSITY DEVELOPMENT OFFICE PO | AUSTIN | TX | 78713 | 746000203 | 501(C)(3) | $10,200 | DIRECTED GIFT | BOX 7458 |
| UNIVERSITY OF UTAH | ||||||||
| 201 PRESIDENTS CIR RM 411 | SALT LAKE CITY | UT | 84112 | 876000525 | 501(C)(3) | $7,500 | DIRECTED GIFT | |
| UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION | ||||||||
| GIFT PROCESSING SERVICES PO BOX | CHARLOTTESVILLE | VA | 22904 | 540485595 | 501(C)(3) | $7,500 | MATCHING GIFT | 400331 |
| UNIVERSITY OF VIRGINIA COLLEGE | ||||||||
| BICENTENNIAL SCHOLARS FUND | CHARLOTTESVILLE | VA | 22904 | 542009312 | 501(C)(3) | $50,000 | DIRECTED GIFT | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | 390743975 | 501(C)(3) | $28,000 | DIRECTED AND MATCHING GIFTS | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST ROAD | WINSTON SALEM | NC | 27109 | 560532138 | 501(C)(3) | $15,000 | DIRECTED GIFT | |
| WGU ADVANCEMENT | ||||||||
| 4001 S 700 E STE 700 | SALT LAKE CITY | UT | 84107 | 824547364 | 501(C)(3) | $10,000 | DIRECTED GIFT | |
| WHEELER MISSION MINISTRIES | ||||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 46204 | 350888771 | 501(C)(3) | $5,400 | MATCHING AND DIRECTED GIFT | |
| WORCESTER COMMUNITY ACTION COUNCIL INC | ||||||||
| 484 MAIN ST STE 200 | WORCESTER | MA | 01608 | 042382160 | 501(C)(3) | $7,800 | MATCHING GIFT | |
| WORCESTER STATE UNIVERSITY | ||||||||
| 486 CHANDLER STREET | WORCESTER | MA | 01602 | 223248067 | 501(C)(3) | $13,500 | DIRECTED AND MATCHING GIFTS | |
| YOUTH FOR TOMORROW | ||||||||
| C/O UNIVERSITY ADVANCEMENT 1400 | BRISTOW | VA | 20136 | 521342268 | 501(C)(3) | $235,000 | OPERATING GRANT | EAST HANNA AVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 116 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $15,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STRADA EDUCATION NETWORK, INC.'S GRANT-MAKING IS LIMITED TO THE 50 U.S. STATES AND THE DISTRICT OF COLUMBIA. STRADA EDUCATION NETWORK, INC. MONITORS THE USE OF GRANT FUNDS BY REQUIRING THE GRANTEE TO SEND IN A FINAL ACCOUNTING REPORT DESCRIBING HOW THE FUNDS WERE USED. THIS REPORT WILL INCLUDE ACTUAL EXPENSES THAT WOULD BE COMPARED TO THE BUDGET SENT IN WITH THE ORGINAL GRANT REQUEST. IN ADDITION, PROGRAM OFFICERS PERFORM SITE VISITS OR ATTEND EVENTS THAT STRADA EDUCATION NETWORK, INC. HAS SPONSORED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM HANSEN | ||||||||||||||
| PRESIDENT & CEO | $637,999 | $0 | $977,581 | $0 | $21,425 | $0 | $30,200 | $0 | $34,177 | $0 | $1,701,382 | $0 | $0 | $0 |
| CAROL D'AMICO | ||||||||||||||
| EVP MISS ADV & PHIL | $292,743 | $0 | $309,449 | $0 | $22,327 | $0 | $30,200 | $0 | $27,481 | $0 | $682,200 | $0 | $0 | $0 |
| ERIN ROTH | ||||||||||||||
| EVP LEGAL, GC & CORP SECRETARY | $314,344 | $0 | $198,998 | $0 | $23,372 | $0 | $30,200 | $0 | $40,531 | $0 | $607,445 | $0 | $0 | $0 |
| LARRY LUTZ | ||||||||||||||
| EVP, CORP DEV | $295,122 | $0 | $272,979 | $0 | $32,734 | $0 | $30,200 | $0 | $34,177 | $0 | $665,212 | $0 | $0 | $0 |
| MATTHEW B MURPHY III | ||||||||||||||
| EVP & CFO (THRU 4/30/19) | $261,953 | $0 | $178,626 | $0 | $21,772 | $0 | $263,950 | $0 | $34,177 | $0 | $760,478 | $0 | $0 | $0 |
| SCOTT FLEMING | ||||||||||||||
| EVP, CHIEF CPO | $295,121 | $0 | $272,979 | $0 | $22,626 | $0 | $30,200 | $0 | $34,177 | $0 | $655,103 | $0 | $0 | $0 |
| THOMAS DAWSON | ||||||||||||||
| EVP & COO | $302,999 | $0 | $297,898 | $0 | $21,216 | $0 | $30,200 | $0 | $16,477 | $0 | $668,790 | $0 | $0 | $0 |
| LEONARD GURIN | ||||||||||||||
| SVP INVESTMENTS | $213,185 | $0 | $116,539 | $0 | $21,833 | $0 | $29,156 | $0 | $27,481 | $0 | $408,194 | $0 | $0 | $0 |
| MICHAEL AUSTIN | ||||||||||||||
| SVP, OPER. PLANNING & ANALYSIS | $236,844 | $0 | $116,933 | $0 | $22,575 | $0 | $30,200 | $0 | $36,877 | $0 | $443,429 | $0 | $0 | $0 |
| THOMAS R ERTEL | ||||||||||||||
| SVP & CAO | $246,919 | $0 | $134,651 | $0 | $24,469 | $0 | $30,200 | $0 | $15,345 | $0 | $451,584 | $0 | $0 | $0 |
| ANNE CALVERT | ||||||||||||||
| VP, BUDGETS, ANALYSIS & METRICS | $203,939 | $0 | $59,750 | $0 | $18,266 | $0 | $26,567 | $0 | $21,523 | $0 | $330,045 | $0 | $0 | $0 |
| DALE ALLEN | ||||||||||||||
| PRESIDENT - DXTERA INSTITUTE, INC. | $222,550 | $0 | $44,106 | $0 | $17,350 | $0 | $27,314 | $0 | $34,271 | $0 | $345,591 | $0 | $0 | $0 |
| DAVID CLAYTON | ||||||||||||||
| SVP, CONSUMER INSIGHTS | $264,545 | $0 | $128,399 | $0 | $20,252 | $0 | $30,200 | $0 | $34,177 | $0 | $477,573 | $0 | $0 | $0 |
| JESSICA HINKLE | ||||||||||||||
| SVP, STRATEGIC INVESTMENTS | $252,699 | $0 | $99,942 | $0 | $22,080 | $0 | $30,200 | $0 | $37,177 | $0 | $442,098 | $0 | $0 | $0 |
| LAWRENCE ALEXANDER MORRISON | ||||||||||||||
| SVP, STRAT. PSHIPS & SOLUTIONS | $249,852 | $0 | $93,426 | $0 | $21,799 | $0 | $30,200 | $0 | $35,177 | $0 | $430,454 | $0 | $0 | $0 |
| DARYL GRAHAM | ||||||||||||||
| FORMER OFFICER | $216,080 | $0 | $123,703 | $0 | $18,713 | $0 | $28,947 | $0 | $34,961 | $0 | $422,404 | $0 | $0 | $0 |
| MARK PELESH | ||||||||||||||
| FORMER OFFICER | $13,327 | $0 | $333,308 | $0 | $40,806 | $0 | $5,624 | $0 | $0 | $0 | $393,065 | $0 | $0 | $0 |
| STEPHEN C HAM | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $209,736 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $209,736 | $0 | $0 | $0 |
| TERRY HOLLOWAY | ||||||||||||||
| FORMER OFFICER | $210,444 | $0 | $137,206 | $0 | $22,418 | $0 | $29,005 | $0 | $34,177 | $0 | $433,250 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | 1. FIRST CLASS TRAVEL - FIRST CLASS TRAVEL IS APPROVED FOR ALL TRUSTEES IF THE FLIGHT IS MORE THAN 2 HOURS IN DURATION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. THIS NON-TAXABLE BUSINESS EXPENSE IS NOT TREATED AS ADDITIONAL TAXABLE COMPENSATION TO THE TRUSTEE. FIRST CLASS TRAVEL IS APPROVED FOR EMPLOYEES, AT THE DISCRETION OF THE CEO, IF THEY TRAVEL FREQUENTLY AS PART OF THEIR POSITION OR IF A MEDICAL CONDITION EXISTS WHICH REQUIRES THE NEED FOR AN UPGRADE. DURING 2019, FOUR BOARD MEMBERS USED FIRST CLASS TRAVEL. 2. TRAVEL FOR COMPANIONS - TRAVEL FOR COMPANIONS INCLUDES FOOD AND ENTERTAINMENT OF BOARD MEMBERS' SPOUSES ON BOARD RETREATS. THE AMOUNTS ATTRIBUTABLE TO EACH SPOUSE ARE CONSIDERED TAXABLE INCOME TO THE BOARD MEMBER. DURING 2019, SIX BOARD MEMBERS RECEIVED THIS BENEFIT FOR TRAVEL FOR COMPANIONS. 3. HEALTH OR SOCIAL CLUB DUES - STRADA EDUCATION NETWORK, INC. MAY REIMBURSE EACH OFFICER UP TO A MAXIMUM OF $250 PER CALENDAR YEAR FOR THE COST OF (I) EXERCISE EQUIPMENT PURCHASED DURING THE APPLICABLE CALENDAR YEAR AND/OR (II) A HEALTH OR FITNESS CLUB MEMBERSHIP. ALL REIMBURSEMENTS ARE CONSIDERED TAXABLE INCOME TO THE EMPLOYEE. DURING 2019, THREE OFFICERS RECEIVED REIMBURSEMENT FOR HEALTH OR SOCIAL CLUB DUES. |
| PART I, LINE 4B: | ELIGIBLE EMPLOYEES PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER CODE SECTION 457(F). ANY AMOUNTS ULTIMATELY PAID UNDER THE PLAN TO AN ELIGIBLE EMPLOYEE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO PAYMENTS WERE MADE UNDER THE PLAN DURING CALENDAR YEAR 2019. |
| PART I, LINE 7: | ALL OFFICERS AND ALL EMPLOYEES OF THE COMPANY PARTICIPATE IN THE "EMPLOYEE INCENTIVE PLAN." ANNUAL PAYMENTS ARE BASED ON OVERALL CORPORATE PERFORMANCE IN THE ACCOMPLISHMENT OF THE CORPORATE OBJECTIVES, AS EVALUATED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, AND INDIVIDUAL PERFORMANCE. THE AMOUNT OF THE PAYMENT IS A PERCENTAGE OF ANNUAL SALARY, VARYING BY THE SALARY GRADE OF THE INDIVIDUAL POSITION. THE CHIEF EXECUTIVE OFFICER, EXECUTIVE VICE PRESIDENTS, AND SENIOR VICE PRESIDENTS OF THE COMPANY PARTICIPATE IN THE "LONG TERM INCENTIVE PLAN." ANNUAL PAYMENTS ARE BASED ON OVERALL CORPORATE PERFORMANCE IN THE ACCOMPLISHMENT OF THE CORPORATE OBJECTIVES, AS EVALUATED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE AMOUNT OF THE PAYMENT IS A PERCENTAGE OF ANNUAL SALARY, VARYING BY THE SALARY GRADE OF THE INDIVIDUAL POSITION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PERSONS LISTED IN PART VII MAY HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON RELATED STRADA EDUCATION NETWORK, INC. BOARDS OR BY VIRTUE OF THEIR EMPLOYMENT WITH RELATED STRADA EDUCATION NETWORK, INC. ENTITIES. |
| FORM 990, PART VI, SECTION A, LINE 6 | AS A DELAWARE NON-PROFIT ORGANIZATION, THIS CORPORATION HAS INDIVIDUALS AS ITS MEMBERS THAT SERVE AS ITS BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | ONCE THE FORM 990 IS PREPARED BY THE COMPANY, WITH ASSISTANCE FROM THE EXTERNAL TAX ACCOUNTING FIRM, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. AFTER THE FINANCE AND AUDIT COMMITTEE HAS COMPLETED THEIR REVIEW, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE FULL BOARD IN ADVANCE OF THE FORM BEING FILED WITH THE IRS, ALLOWING TIME FOR REVIEW AND COMMENT BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, A CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY ALL EMPLOYEES. THE PURPOSE OF THE QUESTIONNAIRE IS TO SOLICIT INFORMATION ABOUT RELATIONSHIPS THAT MAY CONSTITUTE A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER OF THE BOARD OF TRUSTEES SIGNS AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT DISCLOSES ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SET FORTH IN THE APPROVED CONFLICT OF INTEREST POLICY FOR TRUSTEES. TRUSTEES VERBALLY UPDATE AND CONFIRM THE ACCURACY OF THEIR ANNUAL WRITTEN CONFLICT OF INTEREST DISCLOSURES DURING EACH QUARTERLY BOARD MEETING. THE DISCLOSURE STATEMENTS ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES OR ANY COMMITTEE, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE CHAIR OF THE COMMITTEE, AND SUCH PERSON SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING THE CONFLICT SHALL LEAVE THE ROOM IN WHICH THE MEETING IS HELD AND NOT PARTICIPATE IN THE FINAL DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. A TRUSTEE SHALL ADVISE THE CHAIR OF THE GOVERNANCE COMMITTEE AND THE CORPORATE SECRETARY IN WRITING OF ANY POTENTIAL CONFLICTS OF INTEREST WHICH ARISE AFTER SIGNING THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DETERMINATIONS OF STRADA EDUCATION NETWORK, INC.'S CEO AND THE OTHER OFFICERS FOR CALENDAR YEAR 2019 WERE MADE BY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WHOSE MEMBERS HAVE NO CONFLICT OF INTEREST WITHIN THE MEANING OF TREAS. REG. 53.4958-6(C)(1)(III). THE COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION PHILOSOPHY, AND WITH COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO AND ALL OTHER OFFICERS, AND DETERMINES IN ADVANCE THE REASONABLENESS OF COMPENSATION PAID TO AND BENEFITS PROVIDED TO SUCH INDIVIDUALS. AS PART OF THE ANNUAL PERFORMANCE EVALUATION, THE COMPENSATION COMMITTEE SOLICITS THE VIEWS OF THE CHAIRS OF THE OTHER BOARD COMMITTEES. THE DETERMINATIONS MADE AND THE BASIS OF SUCH DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN WRITTEN MINUTES. FINAL DETERMINATIONS ARE REPORTED TO THE FULL BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ANY DOCUMENT OPEN TO PUBLIC INSPECTION AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 2,937,413. MANAGEMENT AND GENERAL EXPENSES -80,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,857,413. SERVICE BUREAU FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 81,797. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,797. MISCELLANEOUS PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,833,436. MANAGEMENT AND GENERAL EXPENSES 5,354,959. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,188,395. BANKING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 790. |
| FORM 990, PART XI, LINE 9: | NET ACTUARIAL LOSS RELATED TO EMPLOYEE BENEFITS PLANS 410,501. TRANSFER OF NET ASSETS TO DXTERA INSTITUTE, INC. -1,432,758. TRANSFER OF NET ASSETS TO EDUCATION AT WORK, INC. -5,275,000. TRANSFER OF NET ASSETS TO ROADTRIP NATION, LTD. -2,765,000. TRANSFER OF NET ASSETS TO COUNCIL FOR ADULTS AND EXPERIENTIAL LEARNING -398,003. TRANSFER OF NET ASSETS TO INSIDE TRACK, INC. -7,732,226. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DXTERA INSTITUTE INC | ||||||||||
| 55 COURT STREET SUITE 200 | BOSTON | MA | 02108 | 815103331 | EDUCATIONAL SUPPORT SERVICES | DE | 501(C)(3) | 10 | STRADA EDUCATION NETWORK INC | Yes (1) |
| EDUCATION AT WORK INC | ||||||||||
| 2300 WALL ST STE R | CINCINNATI | OH | 45212 | 454035038 | STUDENT EMPLOYEE OPPORTUNITIES | OH | 501(C)(3) | 12B, II | STRADA EDUCATION NETWORK INC | Yes (1) |
| ROADTRIP NATION LTD | ||||||||||
| 1626 PLACENTIA AVE | COSTA MESA | CA | 92627 | 263889207 | STUDENT ROADMAP | DE | 501(C)(3) | 7 | STRADA EDUCATION NETWORK INC | Yes (1) |
| COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING | ||||||||||
| 55 E MONROE ST STE 2710 | CHICAGO | IL | 60603 | 132890752 | ADULT LEARNERS | IL | 501(C)(3) | 7 | STRADA EDUCATION NETWORK INC | Yes (1) |
| STRADA IDAHO HOLDINGS INC | ||||||||||
| 10 WEST MARKET STREET STE 1100 | INDIANAPOLIS | IN | 46204 | 842914431 | TITLE HOLDING COMPANY | ID | 501(C)(2) | STRADA EDUCATION NETWORK INC | Yes (1) | |
| INSIDE TRACK IMPACT INC | ||||||||||
| 121 SW SALMON STREET STE 800 | PORTLAND | OR | 972042900 | 843640492 | STUDENT COACHING | DE | 501(C)(4) | STRADA EDUCATION NETWORK INC | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC MODELING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9008 | AddressLine1Txt |
| City | MOSCOW | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271605272 | EIN |
| Primary Activities | DATA ANALYTICS SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROADTRIP PRODUCTIONS LTD | ||||||||||||||||||
| 1626 PLACENTIA AVENUE | COSTA MESA | CA | 92627 | 042615743 | EDUCATION OUTREACH | DE | N/A | C | Yes (1) | |||||||||
| INSIDE TRACK INC | ||||||||||||||||||
| 121 SW SALMON STREET STE 800 | PORTLAND | OR | 972042900 | 943344975 | STUDENT COACHING | DE | C | Yes (1) | STRADA EDUCATION NETWORK INC | $24,739,812 | $23,710,262 | 1.00000 | ||||||
| STRADA SOLUTIONS INC | ||||||||||||||||||
| 10 WEST MARKET STREET STE 1100 | INDIANAPOLIS | IN | 46204 | 371897172 | HOLDING COMPANY | DE | C | Yes (1) | STRADA EDUCATION NETWORK INC | $3,643,874 | $140,779,543 | 1.00000 | ||||||
| ECONOMIC MODELING UK LIMITED | ||||||||||||||||||
| DATA ANALYTICS SERVICES | N/A | C | Yes (1) | 10 SARUM HILL | BASINGSTOKE | UK | RG21 8SR | UK | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (36 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EDUCATION AT WORK INC | ||
| A | $788,667 | FMV |
| INSIDE TRACK INC | ||
| A | $432,508 | FMV |
| ROADTRIP NATION LTD | ||
| A | $340,125 | FMV |
| STRADA IDAHO HOLDINGS INC | ||
| A | $28,030 | FMV |
| STRADA SOLUTIONS INC | ||
| A | $111,104 | FMV |
| COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING | ||
| B | $56,352 | FMV |
| EDUCATION AT WORK INC | ||
| B | $15,857,962 | FMV |
| ROADTRIP NATION LTD | ||
| B | $7,733,637 | FMV |
| STRADA IDAHO HOLDINGS INC | ||
| D | $7,212,502 | FMV |
| STRADA SOLUTIONS INC | ||
| D | $3,750,000 | FMV |
| STRADA SOLUTIONS INC | ||
| F | $3,512,502 | FMV |
| COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING | ||
| O | $181,549 | FMV |
| ECONOMIC MODELING LLC | ||
| O | $112,587 | FMV |
| INSIDE TRACK INC | ||
| O | $644,435 | FMV |
| ROADTRIP NATION LTD | ||
| O | $148,661 | FMV |
| STRADA SOLUTIONS INC | ||
| O | $153,677 | FMV |
| COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING | ||
| P | $60,000 | FMV |
| INSIDE TRACK INC | ||
| P | $95,200 | FMV |
| STRADA SOLUTIONS INC | ||
| P | $274,307 | FMV |
| COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING | ||
| Q | $216,454 | FMV |
| DXTERA INSTITUTE INC | ||
| Q | $99,081 | FMV |
| ECONOMIC MODELING LLC | ||
| Q | $409,971 | FMV |
| EDUCATION AT WORK INC | ||
| Q | $109,140 | FMV |
| INSIDE TRACK INC | ||
| Q | $243,597 | FMV |
| ROADTRIP NATION LTD | ||
| Q | $565,509 | FMV |
| STRADA IDAHO HOLDINGS INC | ||
| Q | $411,753 | FMV |
| COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING | ||
| R | $398,003 | FMV |
| DXTERA INSTITUTE INC | ||
| R | $1,432,758 | FMV |
| EDUCATION AT WORK INC | ||
| R | $5,275,000 | FMV |
| INSIDE TRACK INC | ||
| R | $10,459,963 | FMV |
| ROADTRIP NATION LTD | ||
| R | $2,765,000 | FMV |
| ROADTRIP PRODUCTIONS LTD | ||
| R | $595,500 | FMV |
| STRADA IDAHO HOLDINGS INC | ||
| R | $3,261,000 | FMV |
| STRADA SOLUTIONS INC | ||
| R | $250,000 | FMV |
| STRADA IDAHO HOLDINGS INC | ||
| S | $138,693 | FMV |
| STRADA SOLUTIONS INC | ||
| S | $507,856 | FMV |
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