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Nonprofiteer
← EDUCATION RESOURCE STRATEGIES INC

Form 990 for tax year 2025

Filed by EDUCATION RESOURCE STRATEGIES INC.

Totals

Total revenue
$15,462,618
Total expenses
$15,097,837
Contributions and grants received
$5,246,444
Grants paid
$100,000
Program service revenue
$8,988,785
Investment income
$555,765
Other revenue
$671,624
Total assets, end of year
$17,085,754
Total liabilities, end of year
$3,747,765
Net assets or fund balances, end of year
$13,337,989
Program services expenses (Part IX)
$12,917,835
Management and general expenses
$1,788,611
Fundraising expenses
$391,391
Program service expenses (Part III)
$12,917,835

Program services were 85.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $5,246,444

  • 2a · Program service revenue: CONTRACT SERVICE REVENUE

    total $8,791,884 · related or exempt $8,791,884

  • 2b · Program service revenue: LICENSING INCOME

    total $196,901 · related or exempt $196,901

  • 3 · Investment income

    total $307,696 · excluded $307,696

  • 7a · Gross sales of assets other than inventory

    securities $2,358,111

  • 7b · Less cost or other basis and sales expenses

    securities $2,110,042

  • 7c · Gain or loss

    securities $248,069

  • 7d · Net gain or loss

    total $248,069 · excluded $248,069

  • 11a · Other revenue: EMPLOYEE RETENTION TAX CREDITS

    total $541,602 · related or exempt $541,602

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $130,022 · related or exempt $130,022

  • 11e · Other revenue, total

    $671,624

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $100,000 · program services $100,000

  • 5 · Compensation of officers, directors and key employees

    total $1,440,087 · program services $1,134,592 · management and general $170,273 · fundraising $135,222

  • 7 · Other salaries and wages

    total $8,435,873 · program services $7,404,884 · management and general $853,697 · fundraising $177,292

  • 8 · Pension plan contributions

    total $257,179 · program services $221,537 · management and general $33,180 · fundraising $2,462

  • 9 · Other employee benefits

    total $569,138 · program services $498,564 · management and general $62,090 · fundraising $8,484

  • 10 · Payroll taxes

    total $705,522 · program services $610,215 · management and general $73,750 · fundraising $21,557

  • 11b · Fees: legal

    total $42,477 · program services $12,564 · management and general $29,490 · fundraising $423

  • 11c · Fees: accounting

    total $54,200 · management and general $54,200

  • 11f · Fees: investment management

    total $95,365 · management and general $95,365

  • 11g · Fees: other

    total $624,383 · program services $551,659 · management and general $72,631 · fundraising $93

  • 12 · Advertising and promotion

    total $111,117 · program services $111,117

  • 13 · Office expenses

    total $444,274 · program services $263,799 · management and general $172,465 · fundraising $8,010

  • 14 · Information technology

    total $155,456 · program services $148,753 · management and general $5,056 · fundraising $1,647

  • 16 · Occupancy

    total $881,694 · program services $754,868 · management and general $102,489 · fundraising $24,337

  • 17 · Travel

    total $308,250 · program services $300,469 · management and general $6,134 · fundraising $1,647

  • 20 · Interest

    total $2,421 · program services $2,082 · management and general $266 · fundraising $73

  • 22 · Depreciation, depletion and amortization

    total $320,304 · program services $306,072 · management and general $11,319 · fundraising $2,913

  • 23 · Insurance

    total $51,783 · program services $44,363 · management and general $5,973 · fundraising $1,447

  • 24a · Other expenses: PROGRAM SUPPORT/SUPPLIE

    total $248,664 · program services $240,318 · management and general $6,526 · fundraising $1,820

  • 24b · Other expenses: PROFESSIONAL DEVELOPMEN

    total $218,298 · program services $198,533 · management and general $16,248 · fundraising $3,517

  • 24c · Other expenses: MISCELLANEOUS

    total $31,352 · program services $13,446 · management and general $17,459 · fundraising $447

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $469,860 · end of year $1,361,374

  • 2 · Savings and temporary cash investments

    beginning of year $439,928 · end of year $1,839,073

  • 3 · Pledges and grants receivable

    beginning of year $251,750

  • 4 · Accounts receivable

    beginning of year $1,995,880 · end of year $1,567,647

  • 9 · Prepaid expenses and deferred charges

    beginning of year $316,964 · end of year $188,340

  • 10a · Land, buildings and equipment: cost or other basis

    $3,091,663

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,348,658

  • 10c · Land, buildings and equipment, net

    beginning of year $907,655 · end of year $743,005

  • 11 · Investments: publicly traded securities

    beginning of year $9,040,206 · end of year $8,873,137

  • 15 · Other assets

    beginning of year $3,328,904 · end of year $2,513,178

  • 17 · Accounts payable and accrued expenses

    beginning of year $565,442 · end of year $751,440

  • 19 · Deferred revenue

    beginning of year $71,143 · end of year $209,954

  • 25 · Other liabilities

    beginning of year $3,712,527 · end of year $2,786,371

  • 27 · Net assets without donor restrictions

    beginning of year $9,937,740 · end of year $10,610,731

  • 28 · Net assets with donor restrictions

    beginning of year $2,464,295 · end of year $2,727,258

Mission and programs · 2025

Mission

ERS EMPOWERS SCHOOL SYSTEM LEADERS TO MAKE TRANSFORMATIVE SHIFTS IN RESOURCES, STRUCTURES, AND PRACTICES SO THAT ALL STUDENTS, ESPECIALLY THOSE WITH THE GREATEST LEARNING NEEDS AND THOSE FURTHEST FROM OPPORTUNITY, ATTEND A SCHOOL WHERE THEY CAN LEARN AND THRIVE. WE PARTNER WITH DISTRICT TEAMS, EXPAND LEADERS' KNOWLEDGE AND SKILLS, AND SHARE LESSONS AND TOOLS WITH THE FIELD.

  • CONSULTING:ERS PARTNERS WITH SCHOOL SYSTEMS AND STATE EDUCATION AGENCIES THROUGH PROJECTS FOCUSED ON DATA (ANALYSIS & BENCHMARKING), DESIGN (STRATEGY, RESOURCE TRADE-OFFS, & CONSENSUS BUILDING), AND IMPLEMENTATION (PLANNING & MONITORING). WE SUPPORT DISTRICT AND STATE EDUCATION LEADERS AND FOCUS ON HOW RESOURCES (PEOPLE, TIME, AND MONEY) WORK TOGETHER TO CREATE STRATEGIC SYSTEMS THAT SUPPORT STRONG SCHOOLS. WE BRING THE LATEST RESEARCH FROM TEH FIELD TO EVERY PARTNERSHIP, PROVIDING RIGOROUS QUANTITATIVE AND QUALITATIVE ANALYSIS AND FACILITATING DECISION-MAKING PROCESSES TO DRIVE CHANGE.

    Expenses $10,906,333 · Revenue $8,791,884

  • FIELD BUILDING:ERS OFFERS STANDALONE WORKSHOPS FOR DISTRICT AND STATE EDUCATION LEADERS INTERESTED IN GROWING THEIR SKILLSETS OR EXPAND THEIR KNOWLEDGE BASE ABOUT STRATEGIC RESOURCE USE. ERS FACILITATES LEADERSHIP DEVELOPMENT NETWORKS AND COHORTS THAT BRING TOGETHER CROSS-FUNCTIONAL DISTRICT TEAMS USING PROFESSIONAL LEARNING BEST PRACTICES. ADDITIONALLY, ERS HAS A SUITE OF FREE TOOLS, PUBLICATIONS, AND RESEARCH THAT HIGHLIGHTS DISTRICT AND STATE SUCCESS STORIES, LESSONS WE HAVE LEARNED THROUGH OUR PARTNERSHIPS, AND BEST PRACTICES.

    Expenses $2,011,502 · Grants $100,000 · Revenue $196,901

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Karen H Miles

    CEO/CHAIR

    Total calculated
    $218,834
    From this org
    $197,142
    From related orgs
    $0
    Other
    $21,692
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,142
    Bonus
    $0
    Other
    $0
    Deferred
    $9,444
    Nontaxable benefits
    $12,248
    Filer's total
    $218,834

  • Leslie Torres-Rodriguez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Monica Higgins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ann Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jean-Claude Brizard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ellen Guiney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kira Orange Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marcia Blenko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Travers

    PRESIDENT/MANAGING PARTNER

    Total calculated
    $313,579
    From this org
    $277,884
    From related orgs
    $0
    Other
    $35,695
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,884
    Bonus
    $0
    Other
    $0
    Deferred
    $13,991
    Nontaxable benefits
    $21,704
    Filer's total
    $313,579

  • Kathryn Roy

    CLERK, PARTNER & GEN. COUNSEL

    Total calculated
    $223,427
    From this org
    $212,562
    From related orgs
    $0
    Other
    $10,865
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,562
    Bonus
    $0
    Other
    $0
    Deferred
    $10,588
    Nontaxable benefits
    $277
    Filer's total
    $223,427

  • Gregory Hills

    COO/MANAGING PARTNER

    Total calculated
    $294,670
    From this org
    $285,560
    From related orgs
    $0
    Other
    $9,110
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,560
    Bonus
    $0
    Other
    $0
    Deferred
    $9,110
    Nontaxable benefits
    $0
    Filer's total
    $294,670

  • Renee Harper

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $112,645
    From this org
    $112,645
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Betty Chang

    MANAGING PARTNER

    Total calculated
    $247,975
    From this org
    $216,610
    From related orgs
    $0
    Other
    $31,365
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,610
    Bonus
    $0
    Other
    $0
    Deferred
    $11,218
    Nontaxable benefits
    $20,147
    Filer's total
    $247,975

  • Ventura Rodriguez

    PARTNER

    Total calculated
    $255,501
    From this org
    $245,597
    From related orgs
    $0
    Other
    $9,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,597
    Bonus
    $0
    Other
    $0
    Deferred
    $9,904
    Nontaxable benefits
    $0
    Filer's total
    $255,501

  • Angela King Smith

    PARTNER

    Total calculated
    $249,193
    From this org
    $229,303
    From related orgs
    $0
    Other
    $19,890
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,303
    Bonus
    $0
    Other
    $0
    Deferred
    $8,747
    Nontaxable benefits
    $11,143
    Filer's total
    $249,193

  • Jessica E O'Connor

    PARTNER

    Total calculated
    $237,320
    From this org
    $201,439
    From related orgs
    $0
    Other
    $35,881
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,439
    Bonus
    $0
    Other
    $0
    Deferred
    $10,778
    Nontaxable benefits
    $25,103
    Filer's total
    $237,320

  • Joseph J Trawick-Smith

    PARTNER

    Total calculated
    $200,918
    From this org
    $185,870
    From related orgs
    $0
    Other
    $15,048
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,870
    Bonus
    $0
    Other
    $0
    Deferred
    $7,536
    Nontaxable benefits
    $7,512
    Filer's total
    $200,918

  • Emily Parfit

    PARTNER

    Total calculated
    $212,910
    From this org
    $202,784
    From related orgs
    $0
    Other
    $10,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,784
    Bonus
    $0
    Other
    $0
    Deferred
    $10,117
    Nontaxable benefits
    $9
    Filer's total
    $212,910

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
18 June 2026
IRS schema version
2025v4.1
Source object
202601699349300210

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