Form 990 for tax year 2022
Filed by SCHOOLS MENTORING & RESOURCE TEAM.
Totals
- Total revenue
- $2,291,987
- Total expenses
- $3,367,750
- Contributions and grants received
- $2,376,130
- Grants paid
- $0
- Program service revenue
- $6,132
- Investment income
- $29,463
- Other revenue
- -$119,738
- Total assets, end of year
- $7,705,709
- Total liabilities, end of year
- $4,228,909
- Net assets or fund balances, end of year
- $3,476,800
- Program services expenses (Part IX)
- $2,383,987
- Management and general expenses
- $350,114
- Fundraising expenses
- $461,244
- Program service expenses (Part III)
- $2,383,987
Program services were 70.8% 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.
-
1c · Fundraising events
$1,014,096
-
1f · All other contributions, gifts and grants
$1,362,034
-
2a · Program service revenue: Family Tuition & other
total $6,132 · related or exempt $6,132
-
3 · Investment income
total $29,463 · related or exempt $29,463
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$33,500
-
8a · Fundraising events: contributions included on line 1c
$1,014,096
-
8b · Fundraising events: direct expenses
$155,470
-
8c · Net income from fundraising events
total -$121,970
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous
total $2,232 · related or exempt $2,232
-
11e · Other revenue, total
$2,232
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $172,405
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,725,460 · program services $1,287,440 · management and general $185,031 · fundraising $252,989
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $126,549 · program services $93,048 · management and general $15,527 · fundraising $17,974
-
10 · Payroll taxes
total $136,826 · program services $102,890 · management and general $14,030 · fundraising $19,906
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $162,139 · program services $119,800 · management and general $22,299 · fundraising $20,040
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $49,938 · program services $29,614 · management and general $15,841 · fundraising $4,483
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $453,646 · program services $322,937 · management and general $35,993 · fundraising $94,716
-
17 · Travel
total $1,179 · program services $869 · management and general $93 · fundraising $217
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $54,577 · program services $32,642 · management and general $15,016 · fundraising $6,919
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $32,365 · program services $22,656 · management and general $2,913 · fundraising $6,796
-
23 · Insurance
total $6,730 · program services $5,186 · management and general $104 · fundraising $1,440
-
24a · Other expenses: Transportation
total $171,971 · program services $171,907 · fundraising $64
-
24b · Other expenses: Other program costs
total $112,124 · program services $110,019 · management and general $872 · fundraising $1,233
-
24c · Other expenses: Utilities and maintenance
total $42,886 · program services $20,047 · management and general $20,336 · fundraising $2,503
-
24d · Other expenses: Recruitment
total $38,572 · program services $25,777 · management and general $7,490 · fundraising $5,305
-
24e · All other expenses
total $80,383 · program services $39,155 · management and general $14,569 · fundraising $26,659
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,218,327 · end of year $846,308
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $1,021,601 · end of year $983,100
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $29,137 · end of year $57,612
-
10a · Land, buildings and equipment: cost or other basis
$99,832
-
10b · Land, buildings and equipment: accumulated depreciation
$58,629
-
10c · Land, buildings and equipment, net
beginning of year $59,957 · end of year $41,203
-
11 · Investments: publicly traded securities
beginning of year $102,795 · end of year $1,414,279
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $37,983 · end of year $4,363,207
-
17 · Accounts payable and accrued expenses
beginning of year $66,266 · end of year $92,792
-
19 · Deferred revenue
beginning of year $1,275
-
25 · Other liabilities
beginning of year $58,831 · end of year $4,136,117
-
27 · Net assets without donor restrictions
beginning of year $3,257,428 · end of year $2,692,800
-
28 · Net assets with donor restrictions
beginning of year $1,086,000 · end of year $784,000
Mission and programs · 2022
Mission
Schools, Mentoring and Resource Team,Inc. champions education equity by supporting students in overcoming systemic barriers on their journey to a college degree.
-
Middle School Achievement Program (MAP):Schools, Mentoring and Resource Team,Inc.s 32-week after school program equips Scholars with the skills to succeed in school and in life through tutoring, mentoring, and a curriculum designed to bolster them academically, socially, and emotionally. Lesson plans address issues related to identity exploration, academic skills, social emotional learning and self-care, high school and college prep, career exposure, social justice and leadership. Through the Middle School Achievement Program: 100% of Scholars received social, emotional and academic support; 100% of eight grade Scholars received high school enrollment support and graduated from middle school.Grades served 6th through 8th.
Expenses $911,224
-
College Achievement Program (CAP):College Achievement Program: The College Achievement Program advances Schools, Mentoring and Resource Team,Inc. Scholars through high school graduation and towards a college education. Weekly programming supports our Scholars through college and career exploration and assists with the college and financial aid application processes, while emphasizing community engagement and self-advocacy. Since 2019, Schools, Mentoring and Resources Team,Inc. has expanded student services to include comprehensive college persistence support, including college and financial aid advising, college success support, and career and graduate school readiness.
Expenses $702,797
-
Recruitment and School Enrollment:Schools, Mentoring and Resources Team,Inc. identifies curious and motivated 4th grade students who have the drive to learn, but face barriers to opportunity. Students accepted into the program come from low income households and will be the first generation in their family to graduate from college. Once acceptedinto the program, Schools, Mentoring and Resources Team,Inc. guides our families through the middle school and high school enrollment processes.
Expenses $432,427
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Asaf Bar-Tura
Executive Dir.
- Total calculated
- $172,405
- From this org
- $172,405
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,405
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $172,405
-
Kelly Shea
Sr. Dir.of Dev/Com
- Total calculated
- $113,112
- From this org
- $113,112
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Mayra Martin
Sr. Dir. of Prog.
- Total calculated
- $106,910
- From this org
- $106,910
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Joshua Lowe
Dir.of Fin./Oper.
- Total calculated
- $104,888
- From this org
- $104,888
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Lisa Farmer
Board Chair
- Total calculated
- $0
- Hours/week
- 5
-
Sanford Sandy Zweifach
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Carey Lifschultz
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
Aroon Ramadoss
Vice Chair
- Total calculated
- $0
- Hours/week
- 5
-
Martin Encinas Leon
Director
- Total calculated
- $0
- Hours/week
- 5
-
Kate Garrett
Director
- Total calculated
- $0
- Hours/week
- 5
-
Eden Godsoe
Director
- Total calculated
- $0
- Hours/week
- 5
-
Roger Lee
Director
- Total calculated
- $0
- Hours/week
- 5
-
Jeffrey Gray
Director
- Total calculated
- $0
- Hours/week
- 5
-
Randy Seriguchi
Director
- Total calculated
- $0
- Hours/week
- 5
-
John Ball
Director
- Total calculated
- $0
- Hours/week
- 5
-
Mike Muscolino
Director
- Total calculated
- $0
- Hours/week
- 5
-
Laticia Erving
Director
- Total calculated
- $0
- Hours/week
- 5
-
Maria Lukens
Director
- Total calculated
- $0
- Hours/week
- 5
-
Stacy Perry
Director
- Total calculated
- $0
- Hours/week
- 5
-
Anne Berger
Director
- Total calculated
- $0
- Hours/week
- 5
-
Lorri Hamilton Durbin
Director
- Total calculated
- $0
- Hours/week
- 5
-
Cory Mickels
Director
- Total calculated
- $0
- Hours/week
- 5
-
Maya Segal
Director
- Total calculated
- $0
- Hours/week
- 5
-
Jennifer Jarrett
Director
- Total calculated
- $0
- Hours/week
- 5
-
Frank Mong
Director
- Total calculated
- $0
- Hours/week
- 5
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
None.
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410749349301751
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