2019-11-13T22:26:52-06:00 2018-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2018-01-01 454035038 EDUCATION AT WORK INC EDUC 5138413600 2300 WALL STREET SUITE R CINCINNATI OH 45212 JAIME NUNEZ PRESIDENT 5138413600 2019-11-13 1 SAMANTHA BOKORI P01057347 3174648600 99.169.247.132 2019-11-13 22:19:46 ES P 5D794220C68C161820A811785299AFD302F4C684 CE2E37D982145188185ED530D22A0BCB5FB961D3 2018 2020-03-31 21:24:44Z JAIME NUNEZ 2300 WALL STREET SUITE R CINCINNATI OH 45212 26697324 0 X WWW.EDUCATIONATWORK.ORG X 2011 OH EDUCATION AT WORK, INC.'S MISSION IS TO PROVIDE FINANCIAL AND OTHER SUPPORT FOR, AND TO OTHERWISE OPERATE FOR THE BENEFIT OF, ROADTRIP NATION, LTD. TO PURSUE THEIR MISSION OF EMPOWERING STUDENTS TO FIND THEIR ROAD IN LIFE, THEIR LIFE PATH, THROUGH EDUCATION CURRICULUM AND HANDS ON EXPERIENCES. 7 0 1414 0 0 46389 0 12670249 11705514 14027075 0 -777005 0 0 11705514 25920319 0 0 0 0 17745060 17673245 0 0 36728 8751629 6793449 26496689 24466694 -14791175 1453625 5084560 4078375 20610172 17031735 -15525612 -12953360 X EDUCATION AT WORK, INC.'S MISSION IS TO PROVIDE FINANCIAL AND OTHER SUPPORT FOR, AND TO OTHERWISE OPERATE FOR THE BENEFIT OF, ROADTRIP NATION, LTD. TO PURSUE THEIR MISSION OF EMPOWERING STUDENTS TO FIND THEIR ROAD IN LIFE, THEIR LIFE PATH, THROUGH EDUCATION CURRICULUM AND HANDS ON EXPERIENCES. 0 1 15584530 12385374 EDUCATION AT WORK, INC. PROVIDES EMPLOYMENT AND FINANCIAL ASSISTANCE TO COLLEGE STUDENTS TO HELP THEM GET THEIR DEGREES AND HELP THEM SECURE FULL-TIME EMPLOYMENT. MANY OF THE STUDENTS HELPED WILL BE FIRST GENERATION COLLEGE STUDENTS AND PROVIDE ENTRY-LEVEL SERVICE POSITIONS THAT TEACH "FOUNDATIONAL" JOB SKILLS LIKE TIME MANAGEMENT, COMMUNICATION, COLLABORATION, PROBLEM SOLVING AND CRITICAL THINKING. IN ADDITION, EDUCATION AT WORK, INC. PROVIDED OR SECURED APPROXIMATELY $1.5M FOR 580 STUDENTS TO ATTEND POST-SECONDARY EDUCATION. 1658204 864696 EDUCATION AT WORK, INC., THROUGH ITS DISREGRADED ENTITY STUDENT CONNECTIONS, LLC, PROVIDES PRODUCTS AND SERVICES WHICH INCLUDE A STUDENT-LOAN DEFAULT-PREVENTION SOLUTION AND AN INTERACTIVE LEARNING TECHNOLOGY THAT BUILDS SKILLS THAT DRIVE COLLEGE RETENTION AND COMPLETION. STUDENT CONNECTIONS, LLC PARTNERS WITH POSTSECONDARY INSTITUTIONS TO SUPPORT THE SUCCESS OF 3.5 MILLION STUDENTS ACROSS MORE THAN 500 CAMPUSES THROUGHOUT THE U.S. TO HELP RESOLVE THE DELINQUENCIES AND PREVENT THE DEFAULT OF STUDENT LOANS. 17242734 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 23 0 1 1414 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOHN KOIZE 5133512452 2300 WALL STREET SUITE R CINCINNATI OH 45212 CRAIG P ANDERSON BOARD MEMBER 40.00 0.00 X 776893 0 87430 ERIN ROTH BOARD MEMBER 1.00 42.00 X 0 310333 48731 LARRY LUTZ PRESIDENT (BEG. 11/9/18) 25.00 15.00 X X 0 432996 93756 MATTHEW B MURPHY III TREASURER (BEG. 11/9/18) 1.00 39.00 X X 0 309914 47358 SCOTT FLEMING BOARD MEMBER 1.00 39.00 X 0 420137 79721 THOMAS DAWSON BOARD MEMBER 1.00 42.00 X 0 450033 82871 WILLIAM HANSEN CHAIRMAN AND PRES. (THRU 11/9/18) 1.00 41.00 X X 0 1316230 255265 JINEE MAJORS SECRETARY 1.00 39.00 X 0 187827 32567 STEPHEN C HAM TREASURER (THRU 3/9/18) 1.00 39.00 X 0 450511 73008 KIM SCHROEDER CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 167788 0 19272 RENEE F KUWAHARA CHIEF OPERATING OFFICER 40.00 0.00 X 232292 0 16460 BRIAN ALLISON VP ADMINISTRATION 40.00 0.00 X 304660 0 26182 ELIZABETH A BRANDES VP MARKETING 40.00 0.00 X 198750 0 24633 KIM M FISH DIR PROD INNOVATION 40.00 0.00 X 191172 0 37279 LAURA S BLACKBURN VP, CUSTOMER SUPPORT 40.00 0.00 X 258479 0 48607 TANYA J MAHON CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 232716 0 22968 DAVE DOUGHERTY FORMER HIGHEST COMPENSATED EMPLOYEE 0.00 0.00 X 210000 0 17344 2572750 3877981 1013452 21 1 1 0 EIMAGINE TECHNOLOGY GROUP INC 8925 NORTH MERIDIAN STREET SUITE 1 INDIANAPOLIS IN 46260 CONSULTING SERVICES 321089 SECURITAS SECURITY SERVICES 9101 NORTH WESLEYAN ROAD 200 INDIANAPOLIS IN 46268 SECURITY SERVICES 188523 ALLEGIS GROUP HOLDINGS INC 7301 PARKWAY DR HANOVER MD 21076 CONSULTING SERVICES 168833 DIGITAL VISIONS LLC 2951 E KEMPER ROAD CINCINNATI OH 45241 CONSULTING SERVICES 131544 ELWOOD STAFFING SERVICES INC 4111 CENTRAL AVENUE COLUMBUS IN 472021024 CONTRACTOR SERVICES 113642 7 12469930 200319 12670249 PRODUCTION & TRAINING 611710 12385374 12385374 BC EDUCATIONAL SERVICE 611710 1641701 1641701 14027075 777005 -777005 -777005 -777005 25920319 13250070 0 0 717223 194641 522582 13401456 10506993 2861180 33283 2364794 2097962 266832 1189772 984729 201598 3445 18500 18500 8736 3429 5307 1760 120 1640 696343 60337 636006 192521 69739 122782 299343 223211 76132 1377097 574468 802629 1379072 1299830 79242 361415 211509 149906 75534 7997 67537 889152 889152 782517 581978 200539 2871 122 2749 SHARED SERVICES 619876 348915 270961 STUDENT APPRECIATION 76684 76684 0 DUES & ASSOCIATION FEES 12028 70 11958 24466694 17242734 7187232 36728 707131 586276 125105 34109 1533571 1882067 55806 -78415 3153112 1498774 2662947 1654338 5084560 4078375 2910359 1829610 1903063 232830 150000 0 15646750 14969295 20610172 17031735 X -15650717 -12987469 125105 34109 -15525612 -12953360 5084560 4078375 X 1453625 498752 619875 X 0 1 X 1 0 X X 1 ROADTRIP NATION LTD 263889207 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 951414 431957 519457 2085501 982611 1102890 116197 84206 31991 1654338 LINE OF CREDIT FROM STRADA EDUCATION NETWORK, INC. 14969295 14969295 X PART X, LINE 2: EDUCATION AT WORK, INC. IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF STRADA EDUCATION NETWORK, INC. PER THE CONSOLIDATED FINANCIAL STATEMENTS, "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, 2018 AND 2017." 1 1 0 0 0 0 0 0 0 CRAIG P ANDERSON BOARD MEMBER 124166 0 369169 0 283558 0 55335 0 32095 0 864323 0 0 0 ERIN ROTH BOARD MEMBER 0 304706 0 4931 0 696 0 8723 0 40008 0 359064 0 0 LARRY LUTZ PRESIDENT (BEG. 11/9/18) 0 281202 0 120452 0 31342 0 61398 0 32358 0 526752 0 0 MATTHEW B MURPHY III TREASURER (BEG. 11/9/18) 0 274829 0 30134 0 4951 0 13050 0 34308 0 357272 0 0 SCOTT FLEMING BOARD MEMBER 0 281201 0 125097 0 13839 0 47363 0 32358 0 499858 0 0 THOMAS DAWSON BOARD MEMBER 0 291821 0 143788 0 14424 0 47863 0 35008 0 532904 0 0 WILLIAM HANSEN CHAIRMAN AND PRES. (THRU 11/9/18) 0 621240 0 537323 0 157667 0 222907 0 32358 0 1571495 0 132906 JINEE MAJORS SECRETARY 0 156226 0 31348 0 253 0 20638 0 11929 0 220394 0 0 STEPHEN C HAM TREASURER (THRU 3/9/18) 0 71187 0 322615 0 56709 0 48328 0 24680 0 523519 0 0 KIM SCHROEDER CHIEF TECHNOLOGY OFFICER 152788 0 15000 0 0 0 0 0 19272 0 187060 0 0 0 RENEE F KUWAHARA CHIEF OPERATING OFFICER 185192 0 25000 0 22100 0 0 0 16460 0 248752 0 0 0 BRIAN ALLISON VP ADMINISTRATION 77813 0 43096 0 183751 0 14691 0 11491 0 330842 0 0 0 ELIZABETH A BRANDES VP MARKETING 67765 0 37637 0 93348 0 12998 0 11635 0 223383 0 0 0 KIM M FISH DIR PROD INNOVATION 47426 0 78342 0 65404 0 16346 0 20933 0 228451 0 0 0 LAURA S BLACKBURN VP, CUSTOMER SUPPORT 69198 0 83253 0 106028 0 28827 0 19780 0 307086 0 0 0 TANYA J MAHON CHIEF DEVELOPMENT OFFICER 183716 0 24500 0 24500 0 0 0 22968 0 255684 0 0 0 DAVE DOUGHERTY FORMER HIGHEST COMPENSATED EMPLOYEE 0 0 0 0 210000 0 0 0 17344 0 227344 0 0 0 PART I, LINE 3 STRADA EDUCATION NETWORK, INC., THE SOLE MEMBER OF EDUCATION AT WORK, INC., USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4A: UNDER A VOLUNTARY TERMINATION AGREEMENT ENTERED INTO BY THE EMPLOYEE AND THE ORGANIZATION OR UPON A QUALIFYING TERMINATION DEFINED AS AN INVOLUNTARY SEPARATION FROM SERVICE OTHER THAN FOR CAUSE, THE EMPLOYEE IS ENTITLED TO SEVERANCE PAY BASED UPON YEARS OF SERVICE. THE TERMS AND CONDITIONS TO RECEIVE SEVERANCE PAYMENT REQUIRE THE EMPLOYEE TO SIGN A RELEASE OF CLAIMS FORM THAT COVERS ALL SITUATIONS SURROUNDING THE EMPLOYEE'S EMPLOYMENT AND SEPARATION FROM EDUCATION AT WORK, INC. SEVERENCE PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: BRIAN ALLISON $168,008 CRAIG P. ANDERSON $233,398 DAVE DOUGHERTY $210,000 ELIZABETH A. BRANDES $73,364 KIM M. FISH $53,000 LAURA S. BLACKBURN $75,152 PART I, LINE 4B: THE CEO OF STRADA EDUCATION NETWORK, INC., PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER CODE SECTION 457(F). ANY AMOUNTS ULTIMATELY PAID UNDER THE PLAN TO THE CEO ARE REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. SUPPLEMENTAL NONQUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: WILLIAM HANSEN $132,906 FORM 990, PART III, LINE 3 EFFECTIVE JUNE 4, 2018, STUDENT CONNECTIONS, LLC, A DISREGARDED ENTITY OF EDUCATION AT WORK, INC., CEASED OPERATIONS UNDER EDUCATION AT WORK, INC. AND ALL ASSETS WERE DISPOSED TO AN UNRELATED ORGANIZATION. 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 EDUCATION AT WORK, INC. BOARDS OR BY VIRTUE OF THEIR EMPLOYMENT WITH RELATED EDUCATION AT WORK, INC. ENTITIES. FORM 990, PART VI, SECTION A, LINE 6 STRADA EDUCATION NETWORK, INC. IS THE SOLE MEMBER OF EDUCATION AT WORK, INC. FORM 990, PART VI, SECTION A, LINE 7A STRADA EDUCATION NETWORK, INC. IS THE SOLE MEMBER OF EDUCATION AT WORK, INC. AS THE SOLE MEMBER, STRADA EDUCATION NETWORK, INC. HAS THE RIGHT TO (A) ELECT AND REMOVE THE MEMBERS OF THE BOARD OF TRUSTEES OF EDUCATION AT WORK, INC. AND (B) FILL ANY VACANCY OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B EDUCATION AT WORK, INC.'S SOLE MEMBER IS STRADA EDUCATION NETWORK, INC. WHICH SHALL HAVE THE RIGHTS AND DUTIES AS PROVIDED IN THE CORPORATION'S REGULATIONS. IN FURTHERANCE AND NOT IN LIMITATION OF POWERS CONFERRED BY LAW, THE MEMBER IS EXPRESSLY AUTHORIZED TO MAKE, ADOPT, ALTER, AMEND AND REPEAL, FROM TIME TO TIME, THE REGULATIONS OF THE CORPORATION. THE MEMBER SHALL ACT THROUGH ACTION TAKEN BY 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 990 AND ALL APPLICABLE SCHEDULES ARE ELECTRONICALLY SENT OUT TO THE FULL BOARD OF EDUCATION AT WORK, INC. IN ADVANCE OF THE FORM 990 BEING FILED WITH THE IRS, ALLOWING TIME FOR REVIEW AND COMMENT BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND OFFICERS OF EDUCATION AT WORK, INC. ARE EMPLOYEES OF THE SOLE MEMBER - STRADA EDUCATION NETWORK, INC. WHICH REQUIRES AN ANNUAL CONFLICT OF INTEREST STATEMENT. FOR STRADA EMPLOYEES, A CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE IS REQUIRED, ANNUALLY, TO BE COMPLETED. 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. 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 THE 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 EDUCATION AT WORK, INC.'S PRESIDENT AND THE OTHER OFFICERS FOR CALENDAR YEAR 2018 WERE MADE BY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF THE SOLE MEMBER, STRADA EDUCATION NETWORK, INC. WHOSE MEMBERS HAVE NO CONFLICT OF INTEREST WITHIN THE MEANING OF THE 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 PRESIDENT AND ALL OTHER OFFICERS, AND DETERMINES IN ADVANCE THE REASONABLENESS OF COMPENSATION PAID TO AND BENEFITS PROVIDED TO SUCH INDIVIDUALS. 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 OF STRADA EDUCATION NETWORK, INC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ANY DOCUMENT OPEN TO PUBLIC INSPECTION AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM STRADA EDUCATION NETWORK, INC. 619,875. EAW LLC 2300 WALL STREET SUITE R CINCINNATI OH 45212 320507248 EDUCATIONAL SUPPORT SERVICES OH 12585694 4078375 EDUCATION AT WORK INC STUDENT CONNECTIONS LLC 6405 CASTLEWAY COURT STE 100 INDIANAPOLIS IN 46250 813962975 EDUCATIONAL SUPPORT SERVICES OH 0 0 EDUCATION AT WORK INC DXTERA INSTITUTE INC 2001 PENNSYLVANIA AVE NW STE 1100 WASHINGTON DC 20006 815103331 EDUCATIONAL SUPPORT SERVICES DE 501(C)(3) 10 STRADA EDUCATION NETWORK INC 1 ROATRIP NATION LTD 1626 PLACENTIA AVE COSTA MESA CA 92627 263889207 STUDENT ROADMAP DE 501(C)(3) 7 STRADA EDUCATION NETWORK INC 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 1 STRADA EDUCATION NETWORK INC 10 WEST MARKET STREET STE 1100 INDIANAPOLIS IN 46204 473044430 PARENT COMPANY DE 501(C)(3) 12B, II N/A 0 ECONOMIC MODELING LLC PO BOX 9008 MOSCOW ID 83843 271605272 DATA ANALYTICS SERVICES DE N/A ROADTRIP PRODUCTIONS LTD 1626 PLACENTIA AVENUE COSTA MESA CA 92627 042615743 EDUCATION OUTREACH DE N/A C 1 INSIDE TRACK INC 121 SW SALMON STREET STE 800 PORTLAND OR 972042920 943344975 STUDENT COACHING DE N/A C 1 STRADA SOLUTIONS INC 10 WEST MARKET STREET STE 1100 INDIANAPOLIS IN 46204 371897172 HOLDING COMPANY DE N/A C 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 STRADA EDUCATION NETWORK INC C 12469930 FMV STRADA EDUCATION NETWORK INC E 11050972 FMV STRADA EDUCATION NETWORK INC S 619875 FMV STRADA EDUCATION NETWORK INC R 878781 FMV