EDUCATION RESOURCE STRATEGIES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATION RESOURCE STRATEGIES INC (EIN 20-1978102)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349308759
- Schema version
- 2013v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T15:04:41-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201978102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATION RESOURCE STRATEGIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 6176078000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 PLEASANT STREET SUITE C-200 | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN H MILES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6176078000 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS WASHBURN CPA | PreparerPersonNm |
| PTIN | P00537319 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2014-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN H MILES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 PLEASANT STREET SUITE C-200 | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,415,897 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ERSTRATEGIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | ERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORM URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,699,998 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,023,460 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,467,629 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,389,916 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,053 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,521 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,173,680 | PYTotalRevenueAmt |
| CY Total Revenue | $8,415,897 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,993,588 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,570,391 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $143,983 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,942,873 | PYOtherExpensesAmt |
| CY Other Expenses | $2,443,248 | CYOtherExpensesAmt |
| PY Total Expenses | $4,936,461 | PYTotalExpensesAmt |
| CY Total Expenses | $6,013,639 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$762,781 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,402,258 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,848,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,199,447 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $435,595 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $383,941 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,413,248 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,815,506 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORM URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,786,513 | ExpenseAmt |
| Revenue | $4,029,128 | RevenueAmt |
| Desc | CONSULTINGERS' 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $932,724 | ExpenseAmt |
| Revenue | $788 | RevenueAmt |
| Desc | KNOWLEDGE AND RESEARCHERS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,479,985 | ExpenseAmt |
| Revenue | $360,000 | RevenueAmt |
| Desc | TOOLS AND TRAININGERS 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 COST. 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,199,222 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN H MILES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176078000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 PLEASANT STREET SUITE C-200 | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ELLEN GUINEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCIA BLENKO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIS HAWLEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| URI TREISMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER GORMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN H MILES | |||||||
| EXECUTIVE DIRECTOR | 32.00 | $191,000 | $0 | $10,083 | Yes (X) | ||
| KAREN BAROODY | |||||||
| MANAGING DIRECTOR | 16.00 | $83,000 | $0 | $4,275 | Yes (X) | ||
| STEPHEN FRANK | |||||||
| PARTNER | 40.00 | $184,700 | $0 | $9,336 | Yes (X) | ||
| JONATHAN TRAVERS | |||||||
| PARTNER | 40.00 | $187,538 | $0 | $19,509 | Yes (X) | ||
| DON HOVEY | |||||||
| PARTNER | 40.00 | $172,038 | $0 | $13,919 | Yes (X) | ||
| KRISTAN SINGLETON | |||||||
| DIRECTOR | 40.00 | $140,000 | $0 | $7,398 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $958,276 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $64,520 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VERNDALE CORPORATION | |||||
| 320 CONGRESS STREET | BOSTON | MA | 02210 | SOFTWARE DEVELOPMENT | $974,720 |
| GREEN RIVER DATA ANALYSIS LLC | |||||
| 167 MAIN STREET SUITE 103 | BRATTLEBORO | VT | 05301 | SOFTWARE DEVELOPMENT | $260,209 |
| ELLI A PLIHCIK | |||||
| 9 HARRISON STREET | MAYNARD | MA | 01754 | COMMUNICATIONS CONSULTANT | $100,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,023,460 | AllOtherContributionsAmt |
| Total Contributions | $4,023,460 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DISTRICT REVENUE | 611710 | $4,039,326 | $4,039,326 |
| TRAVEL REIMBURSEMENT | 611710 | $236,423 | $236,423 |
| OTHER REVENUE | 611710 | $114,167 | $114,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,389,916 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,521 | TotalRevenueColumnAmt |
| Exclusion | $2,521 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,415,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,389,916 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,521 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,358 | TotalAmt |
| Program Services | $238,472 | ProgramServicesAmt |
| Management And General | $42,100 | ManagementAndGeneralAmt |
| Fundraising | $7,786 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,871,686 | TotalAmt |
| Program Services | $2,395,305 | ProgramServicesAmt |
| Management And General | $367,783 | ManagementAndGeneralAmt |
| Fundraising | $108,598 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,404 | TotalAmt |
| Program Services | $62,258 | ProgramServicesAmt |
| Management And General | $7,479 | ManagementAndGeneralAmt |
| Fundraising | $1,667 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,210 | TotalAmt |
| Program Services | $104,810 | ProgramServicesAmt |
| Management And General | $13,499 | ManagementAndGeneralAmt |
| Fundraising | $2,901 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,733 | TotalAmt |
| Program Services | $188,246 | ProgramServicesAmt |
| Management And General | $24,274 | ManagementAndGeneralAmt |
| Fundraising | $5,213 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,266 | TotalAmt |
| Management And General | $5,266 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,566 | TotalAmt |
| Management And General | $33,566 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,519 | TotalAmt |
| Program Services | $554,606 | ProgramServicesAmt |
| Management And General | $19,913 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,751 | TotalAmt |
| Program Services | $191,733 | ProgramServicesAmt |
| Management And General | $24,711 | ManagementAndGeneralAmt |
| Fundraising | $5,307 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,181 | TotalAmt |
| Program Services | $199,873 | ProgramServicesAmt |
| Management And General | $25,773 | ManagementAndGeneralAmt |
| Fundraising | $5,535 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,128 | TotalAmt |
| Program Services | $327,664 | ProgramServicesAmt |
| Management And General | $30,249 | ManagementAndGeneralAmt |
| Fundraising | $5,215 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,253 | TotalAmt |
| Program Services | $30,182 | ProgramServicesAmt |
| Management And General | $31,071 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,407 | TotalAmt |
| Program Services | $821,446 | ProgramServicesAmt |
| Management And General | $8,200 | ManagementAndGeneralAmt |
| Fundraising | $1,761 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,932 | TotalAmt |
| Management And General | $11,932 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING AND POSTAGE | $60,854 | $56,702 | $4,152 |
| PROFESSIONAL DEVELOPMEN | $41,755 | $27,750 | $14,005 |
| BOOKS AND SUBSCRIPTIONS | $5,649 | $5,649 | |
| BANK CHARGES AND FEES | $812 | $812 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175 | TotalAmt |
| Program Services | $175 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,013,639 | TotalAmt |
| Program Services | $5,199,222 | ProgramServicesAmt |
| Management And General | $670,434 | ManagementAndGeneralAmt |
| Fundraising | $143,983 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,577,552 | BOYAmt |
| EOY | $2,310,537 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,100 | BOYAmt |
| EOY | $2,458,400 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $897,182 | BOYAmt |
| EOY | $1,118,176 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,780 | BOYAmt |
| EOY | $61,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,673,026 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,459,968 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,018,229 | BOYAmt |
| EOY | $2,213,058 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,000 | BOYAmt |
| EOY | $38,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,848,843 | BOYAmt |
| EOY | $8,199,447 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,366 | BOYAmt |
| EOY | $286,043 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,229 | BOYAmt |
| EOY | $97,898 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,595 | BOYAmt |
| EOY | $383,941 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,290,391 | BOYAmt |
| EOY | $3,918,548 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,122,857 | BOYAmt |
| EOY | $3,896,958 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,413,248 | BOYAmt |
| EOY | $7,815,506 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,848,843 | BOYAmt |
| EOY | $8,199,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,402,258 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,523,192 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,199,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,057,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,699,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,023,460 | CurrentTaxYearAmt |
| Total | $15,503,142 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,523,192 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,199,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,057,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,699,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,023,460 | CurrentTaxYearAmt |
| Total | $15,503,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,365,423 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,137,719 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,828 | CurrentTaxYearAmt |
| Total | $89,766 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,592,908 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,240,268 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.20120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.27620 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | EDUCATION RESOURCE STRATEGIES' PUBLIC SUPPORT IS CLOSE TO MEETING THE 1/3 PUBLIC SUPPORT TEST FOR DONOR SPONSORED CHARITIES. WE WILL PROVIDE FACTS AND CIRCUMSTANCES JUSTIFICATION BELOW:A. ATTRACTION OF PUBLIC SUPPORT: AS A CONSULTING FIRM ADVISING LARGE URBAN PUBLIC SCHOOL SYSTEMS, WE MAINTAIN ONGOING CLIENT AND FUNDER DEVELOPMENT EFFORTS TO INITIATE RELATIONSHIPS AND BUILD NEW CONSULTING BUSINESS WITH KEY TARGET DISTRICTS AMONG THE TOP 150 LARGEST URBAN PUBLIC SCHOOL DISTRICTS, AND TO ATTRACT NEW SOURCES OF FUNDING FOR DOING THAT WORK OR TO SUPPORT OUR INFRASTRUCTURE GROWTH AND OUR COMMUNICATION/DISSEMINATION MISSION. OUR POLICY IN TAKING ON GRANT FUNDED DISTRICT WORK IS THAT THE DISTRICT SUPERINTENDENT IS THE ULTIMATE CLIENT FOR OUR WORK AND THAT OUR FOCUS IS DEFINED BY DISTRICT PRIORITIES. IN ADDITION, WE ACTIVELY WORK TO MAKE LOCAL FUNDING A COMPONENT OF OUR ENGAGEMENTS, EVEN WHEN LARGE PRIVATE FOUNDATIONS MAY BE CONTRIBUTING TO THE WORK. IN ADDITION, WE HAVE FUNDING SUPPORT FROM THE NOYCE FOUNDATION (NOYCE) IN THE FORM OF A CHALLENGE GRANT (SUPPORTING 50% OF AN ENGAGEMENT) FOR DISTRICT STRATEGIC RESOURCE MAPPING WORK THAT ADDS HIGHER PERFORMING DISTRICT EXAMPLES TO OUR CROSS DISTRICT COMPARATIVE DATABASE. OUR FUNDER DEVELOPMENT EFFORTS INCLUDE WORKING WITH DISTRICTS WHERE NEEDED TO HELP DEVELOP ADDITIONAL LOCAL GRANT SOURCES FOR OUR WORK (TYPICALLY LOCAL EDUCATION FUNDS SUPPORTING THE DISTRICTS WE WORK WITH), AS WELL AS ACTIVELY PURSUING A BROADER MIX OF NATIONAL FUNDERS WHO HAVE AN INTEREST IN FUNDING EDUCATION REFORM (E.G. MICHAEL AND SUSAN DELL FOUNDATION, WALLACE FOUNDATION, WALTON FOUNDATION).B. MULTI FACTOR ANALYSIS:1. PERCENTAGE OF FINANCIAL SUPPORT: OUR PUBLIC SUPPORT PERCENTAGE IS 20.12.2. SOURCES OF SUPPORT: OUR LARGEST MULTI-YEAR SUPPORT COMES FROM A PORTFOLIO OF FOUR LARGE, INDEPENDENT PRIVATE FOUNDATIONS, NONE OF WHICH SIGNIFICANTLY OVERSHADOWS THE OTHERS OR EXCEEDS 50% OF OUR ANNUAL GRANT INCOME: THE BILL & MELINDA GATES FOUNDATION ($0.5 MILLION), THE NOYCE FOUNDATION ($1.6 MILLION), THE CARNEGIE CORPORATION ($0.7 MILLION) AND THE WILLIAM AND FLORA HEWLETT FOUNDATION ($0.1 MILLION). THE REMAINDER OF OUR OPERATING BUDGET IS FUNDED THROUGH SCHOOL DISTRICTS THEMSELVES, LOCAL EDUCATION FUNDS OR OTHER PUBLIC CHARITIES, OR SMALLER PRIVATE FOUNDATIONS.3. REPRESENTATIVE GOVERNING BODY: OUR BOARD IS MADE UP OF INDIVIDUALS WITH PARTICULAR KNOWLEDGE OR SKILL RELATING TO EITHER THE FIELD OF PUBLIC EDUCATION OR IN CONSULTING AND HELPING LARGE ORGANIZATIONS TRANSFORM:I. KAREN HAWLEY MILES, PRESIDENTII. MARCIA BLENKO, PARTNER, BAIN & COMPANYIII. ELLEN GUINEY, EXECUTIVE DIRECTOR, BOSTON PLAN FOR EXCELLENCEIV. WILLIS HAWLEY, PROFESSOR EMERITUS, UNIVERSITY OF MARYLANDV. URI TREISMAN, PROFESSOR OF MATHEMATICS, UNIVERSITY OF TEXAS AT AUSTIN & EXECUTIVE DIRECTOR, CHARLES A. DANA CENTERVI. PETER GORMAN, EXECUTIVE VICE PRESIDENT OF AMPLIFY EDUCATION AND FORMER SUPERINTENDENT OF CHARLOTTE-MECKLENBERG SCHOOLS4. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: A SIGNIFICANT PART OF OUR CORPORATE MISSION IS TO DISSEMINATE THE LEARNING WE GENERATE FROM OUR CONSULTING WORK TO BENEFIT THE LARGER PUBLIC EDUCATION FIELD. TYPICALLY THE LARGE FUNDERS THAT PROVIDE SIGNIFICANT FUNDING TO OUR WORK MAKE BROAD DISSEMINATION A CONDITION OF THE FUNDING. MOST OF OUR WORK IS PUBLICLY AVAILABLE IN ONE FORM OR ANOTHER, MAINLY VIA OUR WEBSITE (WWW.ERSTRATEGIES.ORG). FINALLY, OUR CONSULTING WORK IS DONE UNDER CONTRACT FOR WHICH WE ARE ACCOUNTABLE TO THE DELIVERABLES SPECIFIED IN THE CONTRACT. | FactsAndCircumstancesTestTxt |
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 | $81,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,875 | DepreciationAmt |
| Book Value | $62,195 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $161,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,250 | DepreciationAmt |
| Book Value | $19,443 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,430,263 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,298,843 | DepreciationAmt |
| Book Value | $2,131,420 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,213,058 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $97,898 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $97,898 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,415,897 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,415,897 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,415,897 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,013,639 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,013,639 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,013,639 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2013 AND 2012. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN H MILES | ||||||||||||||
| EXECUTIVE DIRECTOR | $191,000 | $0 | $0 | $0 | $0 | $0 | $9,675 | $0 | $408 | $0 | $201,083 | $0 | $0 | $0 |
| STEPHEN FRANK | ||||||||||||||
| PARTNER | $184,700 | $0 | $0 | $0 | $0 | $0 | $8,780 | $0 | $556 | $0 | $194,036 | $0 | $0 | $0 |
| JONATHAN TRAVERS | ||||||||||||||
| PARTNER | $187,538 | $0 | $0 | $0 | $0 | $0 | $8,500 | $0 | $11,009 | $0 | $207,047 | $0 | $0 | $0 |
| DON HOVEY | ||||||||||||||
| PARTNER | $172,038 | $0 | $0 | $0 | $0 | $0 | $6,000 | $0 | $7,919 | $0 | $185,957 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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