2016-08-01T09:42:55-05:00 2015-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD - SUITE 200 WESTBOROUGH MA 01581 990 2015-01-01 201978102 EDUCATION RESOURCE STRATEGIES INC EDUC 6176078000 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 KAREN H MILES EXECUTIVE DIRECTOR 6176078000 2016-07-25 1 LINDA M SMITH CPA P00316105 5088717178 2016-07-25 2015 2016-12-15 16:53:06Z KAREN H MILES 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 14213859 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 68 0 0 0 2075283 9250000 4596788 4878889 2377 36833 0 0 6674448 14165722 0 0 0 0 4335885 5097241 0 0 81273 2623445 3408044 6959330 8505285 -284882 5660437 7894954 13695785 364330 573097 7530624 13122688 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 3422925 4571926 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. 2203975 863 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. 1781927 306100 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. 7408827 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 34 0 68 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 SONJA BROOKINS SANTELISES 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 URI TREISMAN DIRECTOR 1.00 X 0 0 0 KAREN H MILES PRESIDENT & EXECUTIVE DIRECTOR 32.00 X 199172 0 19177 KAREN BAROODY PARTNER & MANAGING DIRECTOR 20.00 X 101000 0 5125 STEPHEN FRANK PARTNER 40.00 X 188924 0 9867 DAVID ROSENBERG PARTNER 40.00 X 185470 0 4517 JONATHAN TRAVERS PARTNER 40.00 X 202466 0 20172 KRISTAN SINGLETON DIR, TOOLS & TRAINING 40.00 X 143170 0 7843 KATHERINE CARPENTER BERNIER PROGRAM LEADER 40.00 X 136605 0 7983 CHRISTOPHER LEWIS MANAGER 40.00 X 119761 0 16864 ALISON HAUSMAN DIRECTOR, COMMUNICATIONS 40.00 X 103083 0 16530 SAMANTHA HURWITZ ENSSLIN MANAGER 40.00 X 120941 0 9008 1500592 0 117086 11 0 1 0 VERNDALE CORPORATION 320 CONGRESS STREET BOSTON MA 02210 SOFTWARE DEVELOPMENT 591975 GREEN RIVER DATA ANALYSIS LLC 167 MAIN STREET SUITE 103 BRATTLEBORO VT 05301 SOFTWARE DEVELOPMENT 358253 ACCOUNTING MANAGEMENT SOLUTIONS 800 SOUTH STREET SUITE 195 WALTHAM MA 02453 ACCOUNTING & BOOKKEPING 148720 14 9250000 9250000 CONTRACT SERVICE REVENUE 611710 4757786 4757786 TRAVEL REIMBURSEMENT 611710 71103 71103 LICENSING INCOME 611710 50000 50000 4878889 36995 36995 47975 48137 -162 -162 -162 14165722 4878889 0 36833 X 1051631 910103 126277 15251 3426940 3035679 340392 50869 74708 65651 8547 510 224385 192914 29174 2297 319577 279299 37214 3064 3366 3366 215410 215410 1044751 986350 57738 663 375020 325007 46802 3211 356792 287425 66214 3153 393298 352114 41040 144 808223 799490 8069 664 14776 14776 PROFESSIONAL DEVELOPMEN 189959 172761 15751 1447 MISCELLANEOUS 6449 2034 4415 8505285 7408827 1015185 81273 1363702 564175 1793467 494657 715000 2616350 1851979 817068 38812 153926 5913853 4167775 2093994 1746078 7215531 38000 88000 7894954 13695785 250965 383168 20046 120174 93319 69755 364330 573097 X 4270255 9280667 3260369 3842021 7530624 13122688 7894954 13695785 5660437 -68373 0 X 0 1 X 1 0 X 3168884 4031748 8062786 6498757 14007786 35769961 3168884 4031748 8062786 6498757 14007786 35769961 15554260 20215701 4811 6053 2521 2377 2930 18692 35788653 994882 0.56490 0.59210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143627 59270 84357 201142 179687 21455 5569084 3928818 1640266 1746078 DEFERRED RENT 69755 69755 X 14097349 -68373 -68373 14165722 0 14165722 8505285 0 8505285 0 8505285 PART X, LINE 2: TAX POSITION: THE ORGANIZATION CURRENTLY EVALUATES ALL TAX POSITIONS, AND MAKES A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UNDER REVIEW. THE PRIMARY TAX POSITIONS MADE BY THE ORGANIZATION ARE THE EXISTENCE OF UNRELATED BUSINESS INCOME TAX AND THE ORGANIZATION'S STATUS AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FOR THE YEARS PRESENTED, THE ORGANIZATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THIS EVALUATION. X X X 0 0 0 0 0 0 0 0 0 KAREN H MILES PRESIDENT & EXECUTIVE DIRECTOR 199172 0 0 0 0 0 10062 0 9115 0 218349 0 0 0 STEPHEN FRANK PARTNER 188924 0 0 0 0 0 9000 0 867 0 198791 0 0 0 DAVID ROSENBERG PARTNER 185470 0 0 0 0 0 3661 0 856 0 189987 0 0 0 JONATHAN TRAVERS PARTNER 202466 0 0 0 0 0 8958 0 11214 0 222638 0 0 0 KRISTAN SINGLETON DIR, TOOLS & TRAINING 143170 0 0 0 0 0 7140 0 703 0 151013 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 11 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 IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 7,236. MANAGEMENT AND GENERAL EXPENSES 1,462. FUNDRAISING EXPENSES 79. TOTAL EXPENSES 8,777. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 138,935. MANAGEMENT AND GENERAL EXPENSES 55,747. FUNDRAISING EXPENSES 540. TOTAL EXPENSES 195,222. IT CONSULTANTS: PROGRAM SERVICE EXPENSES 840,179. MANAGEMENT AND GENERAL EXPENSES 529. FUNDRAISING EXPENSES 44. TOTAL EXPENSES 840,752.