EDUCATION RESOURCE STRATEGIES INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EDUCATION RESOURCE STRATEGIES INC (EIN 20-1978102)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-03
IRS object ID
201901549349300840
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-06-03T13:08:28-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431985162PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH SULLIVAN & BROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 FLANDERS ROAD - SUITE 200AddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201978102EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDUCATION RESOURCE STRATEGIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDUCBusinessNameControlTxt
Phone6176078000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1480 PLEASANT STREET SUITE C-200AddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN H MILESPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone6176078000PhoneNum
Signature2019-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA M BROWN CPAPreparerPersonNm
PTINP01614103PTIN
Phone5088717178PhoneNum
Preparation2019-06-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.248.188.134IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-03IPDt
IP Tm13:56:16IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id69E9977AC052CEB93F1ED3E2D4B07C277CAC5DE2AtSubmissionCreationDeviceId
At Submission Filing Device Id69E9977AC052CEB93F1ED3E2D4B07C277CAC5DE2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKAREN H MILESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1480 PLEASANT STREET SUITE C-200AddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,506,265GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ERSTRATEGIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee67TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,222,840PYContributionsGrantsAmt
CY Contributions Grants$4,842,557CYContributionsGrantsAmt
PY Program Service Revenue$5,427,850PYProgramServiceRevenueAmt
CY Program Service Revenue$4,711,332CYProgramServiceRevenueAmt
PY Investment Income$245,619PYInvestmentIncomeAmt
CY Investment Income$373,032CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,896,309PYTotalRevenueAmt
CY Total Revenue$9,926,921CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,749,224PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,495,272CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$116,947CYTotalFundraisingExpenseAmt
PY Other Expenses$3,138,665PYOtherExpensesAmt
CY Other Expenses$2,565,052CYOtherExpensesAmt
PY Total Expenses$9,887,889PYTotalExpensesAmt
CY Total Expenses$9,060,324CYTotalExpensesAmt
PY Revenues Less Expenses-$991,580PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$866,597CYRevenuesLessExpensesAmt
Total Assets BOY$11,523,612TotalAssetsBOYAmt
Total Assets EOY$10,458,954TotalAssetsEOYAmt
Total Liabilities BOY$1,644,522TotalLiabilitiesBOYAmt
Total Liabilities EOY$392,790TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,879,090NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,066,164NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,784,929ExpenseAmt
Grant$0GrantAmt
Revenue$4,711,332RevenueAmt
DescCONSULTING:ERS' GOAL IS TO CHANGE THE WAY TIME, PEOPLE AND MONEY ARE USED IN URBAN EDUCATION SO THAT ALL STUDENTS RECEIVE THE SUPPORT THEY NEED TO SUCCEED. WE WORK WITH LARGE URBAN SCHOOL SYSTEMS TO TRANSFORM THEIR RESOURCE USE TO DRAMATICALLY IMPROVE STUDENT LEARNING. ERS HAS DEVELOPED A VISION FOR HOW SCHOOLS CAN STRATEGICALLY MANAGE THEIR RESOURCES TO SUPPORT STUDENTS, AND HOW SCHOOL SYSTEMS CAN ORGANIZE TO SUPPORT SCHOOLS IN THESE EFFORTS. WE WORK HAND-IN-HAND WITH DISTRICTS TO IMPLEMENT SOLUTIONS THAT ENABLE SCHOOL SYSTEMS TO REALIZE THIS TRANSFORMATION. IN ADDITION, WE HAVE BEGUN WORKING WITH STATES AROUND ON HOW THEY CAN SUPPORT THEIR DISTRICTS IN TRANSFORMATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,174,048ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescKNOWLEDGE AND RESEARCH:ERS IS THE ONLY ORGANIZATION WITH MORE THAN 10 YEARS' EXPERIENCE WORKING WITH THE LARGEST URBAN SCHOOL SYSTEMS IN THE COUNTRY IN THE AREA OF STRATEGIC RESOURCE ALLOCATION. WE HAVE WORKED WITH MORE THAN 20 SCHOOL SYSTEMS NATIONWIDE TO INTRODUCE INNOVATIVE AND EFFECTIVE SOLUTIONS. ERS IS COMMITTED TO DISSEMINATING THE KNOWLEDGE GAINED FROM OUR EXPERIENCE AND RESEARCH BY PROVIDING INFORMATION DIRECTLY TO DISTRICT LEADERS, PARTNERING WITH NATIONAL ORGANIZATIONS TO GET THE WORD OUT, AND CONVENING THOUGHT LEADERS AND PRACTITIONERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$887,677ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTOOLS AND TRAINING:ERS HAS DEVELOPED A COLLECTION OF RESOURCES AND TOOLS TO AID DISTRICTS AND SCHOOLS TO IDENTIFY AREAS OF UNINTENTIONAL "MISALIGNMENT', WHERE SPENDING PATTERNS DO NOT ACTUALLY SUPPORT STRATEGIC GOALS THAT WILL LEAD TO HIGH PERFORMING SCHOOLS. VARIOUS TOOLS ARE AVAILABLE TO SUPPORT DISTRICT LEADERS IN BOTH GETTING A QUICK OVERVIEW OF RESOURCE ALLOCATION CHALLENGES AND IN CONDUCTING IN-DEPTH ANALYSIS USING ACTUAL DISTRICT AND SCHOOL-LEVEL DATA. SOME ARE AVAILABLE TO DOWNLOAD FROM THE ERS WEBSITE AT NO COSTS. IN ADDITION, ERS IS BEGINNING TO OFFER DIRECT SUPPORT TO HELP SCHOOL AND DISTRICT LEADERS, AND THOSE WHO SUPPORT THEM, TO MAKE EFFECTIVE USE OF OUR TOOLS TO CREATE LOCAL CHANGE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$7,846,654TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document24IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee67EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctYes (1)RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctYes (1)PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAREN H MILES PRESIDENT & CEOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6176078000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1480 PLEASANT STREET SUITE C-200AddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARCIA BLENKO
DIRECTOR1.00Yes (X)$0$0$0
PETER C GORMAN
DIRECTOR1.00Yes (X)$0$0$0
ELLEN GUINEY
DIRECTOR1.00Yes (X)$0$0$0
WILLIS HAWLEY
DIRECTOR1.00Yes (X)$0$0$0
MONICA HIGGINS
DIRECTOR1.00Yes (X)$0$0$0
IRVIN LEON SCOTT
DIRECTOR1.00Yes (X)$0$0$0
ANN CLARK
DIRECTOR1.00Yes (X)$0$0$0
KAREN H MILES
PRESIDENT & CEO32.00$150,583$0$20,161Yes (X)
KAREN BAROODY
PARTNER & MANAGING DIR.20.00$127,500$0$6,450Yes (X)
DAVID ROSENBERG
PARTNER45.00$187,847$0$21,467Yes (X)
JONATHAN TRAVERS
PARTNER45.00$217,482$0$25,467Yes (X)
JOSEPH MCKOWN
PARTNER45.00$208,513$0$26,195Yes (X)
NOAH CARP
DIR, FINANCE & OPERATIONS45.00$148,543$0$23,983Yes (X)
JOSEPH TRAWICK-SMITH
MANAGER45.00$141,119$0$19,264Yes (X)
KRISTAN SINGLETON
DIRECTOR, TOOLS & TRAINING45.00$170,913$0$7,707Yes (X)
GENEVIEVE QUIST GREEN
DIRECTOR, SCHOOL DESIGN45.00$150,069$0$8,272Yes (X)
LAURA SCHICK
MANAGER45.00$140,815$0$9,819Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,643,384TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$168,785TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K20IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
VERNDALE CORPORATION
320 CONGRESS STREETBOSTONMA02210SOFTWARE DEVELOPMENT$339,225
GREEN RIVER DATA ANALYSIS LLC
167 MAIN STREET SUITE 103BRATTLEBOROVT05301SOFTWARE DEVELOPMENT$256,475
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,842,557AllOtherContributionsAmt
Total Contributions$4,842,557TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACT SERVICE REVEN611710$4,675,963$4,675,963
LICENSING INCOME611710$25,000$25,000
TRAVEL REIMBURSEMENT611710$10,369$10,369
FieldValueIRS element (for citing)
Total Program Service Revenue$4,711,332TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$277,378TotalRevenueColumnAmt
Exclusion$277,378ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$674,998SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$579,344SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$95,654SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$95,654TotalRevenueColumnAmt
Exclusion$95,654ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,926,921TotalRevenueColumnAmt
Related Or Exempt Func Income$4,711,332RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$373,032ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,021,650TotalAmt
Program Services$888,879ProgramServicesAmt
Management And General$116,233ManagementAndGeneralAmt
Fundraising$16,538FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,582,935TotalAmt
Program Services$3,987,371ProgramServicesAmt
Management And General$523,250ManagementAndGeneralAmt
Fundraising$72,314FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$133,194TotalAmt
Program Services$115,878ProgramServicesAmt
Management And General$14,652ManagementAndGeneralAmt
Fundraising$2,664FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$360,379TotalAmt
Program Services$313,577ProgramServicesAmt
Management And General$43,770ManagementAndGeneralAmt
Fundraising$3,032FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$397,114TotalAmt
Program Services$345,489ProgramServicesAmt
Management And General$43,683ManagementAndGeneralAmt
Fundraising$7,942FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,563TotalAmt
Management And General$21,563ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$402,704TotalAmt
Program Services$362,296ProgramServicesAmt
Management And General$40,408ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$315,166TotalAmt
Program Services$266,668ProgramServicesAmt
Management And General$44,782ManagementAndGeneralAmt
Fundraising$3,716FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$512,999TotalAmt
Program Services$446,333ProgramServicesAmt
Management And General$58,571ManagementAndGeneralAmt
Fundraising$8,095FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$466,874TotalAmt
Program Services$449,267ProgramServicesAmt
Management And General$16,872ManagementAndGeneralAmt
Fundraising$735FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,529TotalAmt
Management And General$5,529ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$580,106TotalAmt
Program Services$567,820ProgramServicesAmt
Management And General$10,794ManagementAndGeneralAmt
Fundraising$1,492FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,302TotalAmt
Management And General$21,302ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROFESSIONAL DEVELOPMEN$221,926$103,076$118,431$419
MISCELLANEOUS$16,883$16,883

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,060,324TotalAmt
Program Services$7,846,654ProgramServicesAmt
Management And General$1,096,723ManagementAndGeneralAmt
Fundraising$116,947FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$154,325BOYAmt
EOY$428,072EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$39,264BOYAmt
EOY$9,273EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$651,900BOYAmt
EOY$653,200EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$889,078BOYAmt
EOY$676,510EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$200,856BOYAmt
EOY$212,432EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,293,581LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,137,375LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,282,414BOYAmt
EOY$1,156,206EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,217,775BOYAmt
EOY$7,235,261EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$88,000BOYAmt
EOY$88,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,523,612BOYAmt
EOY$10,458,954EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$241,324BOYAmt
EOY$176,750EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$429,755BOYAmt
EOY$216,040EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$973,443BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,644,522BOYAmt
EOY$392,790EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,989,432BOYAmt
EOY$8,396,493EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$889,658BOYAmt
EOY$1,669,671EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,879,090BOYAmt
EOY$10,066,164EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,523,612BOYAmt
EOY$10,458,954EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$866,597ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$624,201NetUnrlzdGainsLossesInvstAmt
Investment Expense-$55,322InvestmentExpenseAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,498,757CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,007,786CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,313,806CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,614,756CurrentTaxYearMinus1YearAmt
Current Tax Year$9,518,520CurrentTaxYearAmt
Total$44,953,625TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,498,757CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,007,786CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,313,806CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,614,756CurrentTaxYearMinus1YearAmt
Current Tax Year$9,518,520CurrentTaxYearAmt
Total$44,953,625TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$16,281,171SubstantialContributorsTotAmt
Public Support Total170$28,672,454PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,377CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,995CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$173,547CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$167,005CurrentTaxYearMinus1YearAmt
Current Tax Year$277,378CurrentTaxYearAmt
Total$657,302TotalAmt
FieldValueIRS element (for citing)
Total Support$45,610,927TotalSupportAmt
Gross Receipts Rltd Activities$418,223GrossReceiptsRltdActivitiesAmt
Public Support CY1700.62860PublicSupportCY170Pct
Public Support PY1700.61310PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$266,906OtherCostOrOtherBasisAmt
Depreciation$164,680DepreciationAmt
Book Value$102,226BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$271,869OtherCostOrOtherBasisAmt
Depreciation$246,146DepreciationAmt
Book Value$25,723BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,754,806OtherCostOrOtherBasisAmt
Depreciation$5,726,549DepreciationAmt
Book Value$1,028,257BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,156,206TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$9,247,398TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$624,201NetUnrealizedGainsInvstAmt
Revenue Not Reported-$624,201RevenueNotReportedAmt
Revenue Subtotal$9,871,599RevenueSubtotalAmt
Investment Expenses Not Incld$55,322InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$55,322RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,926,921TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,060,324TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$9,060,324ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,060,324TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KAREN H MILES
PRESIDENT & CEO$150,583$0$0$0$0$0$7,705$0$12,456$0$170,744$0$0$0
DAVID ROSENBERG
PARTNER$187,847$0$0$0$0$0$5,000$0$16,467$0$209,314$0$0$0
JONATHAN TRAVERS
PARTNER$217,482$0$0$0$0$0$9,000$0$16,467$0$242,949$0$0$0
JOSEPH MCKOWN
PARTNER$208,513$0$0$0$0$0$8,438$0$17,757$0$234,708$0$0$0
NOAH CARP
DIR, FINANCE & OPERATIONS$148,543$0$0$0$0$0$7,650$0$16,333$0$172,526$0$0$0
JOSEPH TRAWICK-SMITH
MANAGER$141,119$0$0$0$0$0$7,248$0$12,016$0$160,383$0$0$0
KRISTAN SINGLETON
DIRECTOR, TOOLS & TRAINING$170,913$0$0$0$0$0$5,575$0$2,132$0$178,620$0$0$0
GENEVIEVE QUIST GREEN
DIRECTOR, SCHOOL DESIGN$150,069$0$0$0$0$0$6,679$0$1,593$0$158,341$0$0$0
LAURA SCHICK
MANAGER$140,815$0$0$0$0$0$3,563$0$6,256$0$150,634$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE PRESIDENT AND CEO'S FATHER IS A MEMBER OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS THE 990 COMPARING IT TO THE FINANCIAL STATEMENTS AND THE ORGANIZATION'S GENERAL INFORMATION BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CEMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ON A PERIODIC BASIS.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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