2018-05-21T14:15:20-05:00 2017-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2017-01-01 201978102 EDUCATION RESOURCE STRATEGIES INC EDUC 6176078000 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 KAREN H MILES EXECUTIVE DIRECTOR 6176078000 2018-05-21 1 SANDRA M BROWN CPA P01614103 5088717178 2018-05-21 2017 2022-09-23 18:48:47Z KAREN H MILES 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 9690634 0 X WWW.ERSTRATEGIES.ORG X 2005 MA ERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING. 6 6 67 0 0 0 2595000 3222840 3771309 5427850 122451 245619 0 0 6488760 8896309 0 0 0 0 6089133 6749224 0 0 53025 3290572 3138665 9379705 9887889 -2890945 -991580 11456513 11523612 907489 1644522 10549024 9879090 X ERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING. 0 0 4928975 5427850 CONSULTING: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. 2331288 KNOWLEDGE 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. 1544083 TOOLS 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. 8804346 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 67 1 0 0 0 0 0 0 0 1 1 0 X 6 6 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MA NY X X KAREN H MILES EXECUTIVE DIRECTOR 6176078000 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 MARCIA BLENKO DIRECTOR 1.00 X 0 0 0 PETER C GORMAN DIRECTOR 1.00 X 0 0 0 ELLEN GUINEY DIRECTOR 1.00 X 0 0 0 WILLIS HAWLEY DIRECTOR 1.00 X 0 0 0 MONICA HIGGINS DIRECTOR 1.00 X 0 0 0 IRVIN LEON SCOTT DIRECTOR 1.00 X 0 0 0 KAREN H MILES PRESIDENT & EXECUTIVE DIRE 32.00 X 170348 0 20905 KAREN BAROODY PARTNER & MANAGING DIRECTOR 20.00 X 129000 0 0 STEPHEN FRANK PARTNER 40.00 X 212463 0 23414 DAVID ROSENBERG PARTNER 40.00 X 197195 0 11824 JONATHAN TRAVERS PARTNER 40.00 X 237663 0 21266 JOSEPH MCKOWN PARTNER 40.00 X 209297 0 16247 KATHERINE CARPENTER BERNIER PROGRAM LEADER 40.00 X 151015 0 20128 NOAH CARP DIR, FINANCE & OPERATIONS 40.00 X 146624 0 19782 JOSEPH TRAWICK-SMITH MANAGER 40.00 X 141953 0 15999 KRISTAN SINGLETON DIR, TOOLS & TRAINING 40.00 X 157803 0 9347 ROBERT DAIGNEAU MANAGER 40.00 X 148729 0 11224 1902090 0 170136 11 0 1 0 VERNDALE CORPORATION 320 CONGRESS STREET BOSTON MA 02210 SOFTWARE DEVELOPMENT 555019 GREEN RIVER DATA ANALYSIS LLC 167 MAIN STREET SUITE 103 BRATTLEBORO VT 05301 SOFTWARE DEVELOPMENT 310485 2 3222840 3222840 CONTRACT SERVICE REVEN 611710 5391916 5391916 LICENSING INCOME 611710 25000 25000 TRAVEL REIMBURSEMENT 611710 10934 10934 5427850 166101 166101 873843 794325 79518 79518 79518 8896309 5427850 0 245619 963450 857778 98948 6724 4813896 4285905 494394 33597 159569 142016 15957 1596 405642 361332 43189 1121 406667 361934 40667 4066 27863 27863 824262 782952 41310 337456 295777 40013 1666 412237 367023 42337 2877 517711 498747 18610 354 28696 28696 670461 660602 9233 626 20293 20293 PROFESSIONAL DEVELOPMEN 294264 190280 103586 398 MISCELLANEOUS 5422 5422 9887889 8804346 1030518 53025 274818 154325 239193 39264 601900 651900 1016530 889078 176089 200856 6839684 5557270 1408569 1282414 7651414 8217775 88000 88000 11456513 11523612 259128 241324 105494 429755 501930 973443 40937 0 907489 1644522 X 8629876 8989432 1919148 889658 10549024 9879090 11456513 11523612 -991580 321646 0 X X 0 1 X 1 0 X 8062786 6498757 14007786 6313806 8614756 43497891 8062786 6498757 14007786 6313806 8614756 43497891 16596924 26900967 2521 2377 36995 173547 167005 382445 43880336 733444 0.61310 0.57910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 266906 125645 141261 253454 224775 28679 6319324 5206850 1112474 1282414 9217955 321646 321646 8896309 0 8896309 9887889 0 9887889 0 9887889 X X X 0 0 0 0 0 0 0 0 0 KAREN H MILES PRESIDENT & EXECUTIVE DIRE 170348 0 0 0 0 0 8702 0 12203 0 191253 0 0 0 STEPHEN FRANK PARTNER 212463 0 0 0 0 0 10167 0 13247 0 235877 0 0 0 DAVID ROSENBERG PARTNER 197195 0 0 0 0 0 5000 0 6824 0 209019 0 0 0 JONATHAN TRAVERS PARTNER 237663 0 0 0 0 0 9000 0 12266 0 258929 0 0 0 JOSEPH MCKOWN PARTNER 209297 0 0 0 0 0 3000 0 13247 0 225544 0 0 0 KATHERINE CARPENTER BERNIER PROGRAM LEADER 151015 0 0 0 0 0 8000 0 12128 0 171143 0 0 0 NOAH CARP DIR, FINANCE & OPERATIONS 146624 0 0 0 0 0 7650 0 12132 0 166406 0 0 0 JOSEPH TRAWICK-SMITH MANAGER 141953 0 0 0 0 0 7144 0 8855 0 157952 0 0 0 KRISTAN SINGLETON DIR, TOOLS & TRAINING 157803 0 0 0 0 0 7900 0 1447 0 167150 0 0 0 ROBERT DAIGNEAU MANAGER 148729 0 0 0 0 0 6750 0 4474 0 159953 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE EXECUTIVE DIRECTOR'S FATHER IS A MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ON A PERIODIC BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR.