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Nonprofiteer
← EDUCATION RESOURCE STRATEGIES INC

Form 990 for tax year 2022

Filed by EDUCATION RESOURCE STRATEGIES INC.

Totals

Total revenue
$11,370,381
Total expenses
$13,358,587
Contributions and grants received
$4,166,659
Grants paid
$50,000
Program service revenue
$7,150,603
Investment income
-$4,614
Other revenue
$57,733
Total assets, end of year
$18,474,705
Total liabilities, end of year
$6,036,249
Net assets or fund balances, end of year
$12,438,456
Program services expenses (Part IX)
$11,116,410
Management and general expenses
$1,919,664
Fundraising expenses
$322,513
Program service expenses (Part III)
$11,116,410

Program services were 83.2% 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

    $4,166,659

  • 2a · Program service revenue: CONTRACT SERVICE REVENUE

    total $6,888,103 · related or exempt $6,888,103

  • 2b · Program service revenue: LICENSING INCOME

    total $262,500 · related or exempt $262,500

  • 3 · Investment income

    total $273,055 · excluded $273,055

  • 7a · Gross sales of assets other than inventory

    securities $3,899,000

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

    securities $4,176,669

  • 7c · Gain or loss

    securities -$277,669

  • 7d · Net gain or loss

    total -$277,669 · excluded -$277,669

  • 11a · Other revenue: OTHER INCOME

    total $47,178 · excluded $47,178

  • 11b · Other revenue: MISCELLANEOUS

    total $10,555 · related or exempt $10,555

  • 11e · Other revenue, total

    $57,733

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 5 · Compensation of officers, directors and key employees

    total $1,920,673 · program services $1,670,589 · management and general $243,593 · fundraising $6,491

  • 7 · Other salaries and wages

    total $6,608,904 · program services $5,854,607 · management and general $564,234 · fundraising $190,063

  • 8 · Pension plan contributions

    total $156,920 · program services $143,939 · management and general $9,192 · fundraising $3,789

  • 9 · Other employee benefits

    total $400,659 · program services $334,388 · management and general $58,290 · fundraising $7,981

  • 10 · Payroll taxes

    total $577,774 · program services $501,656 · management and general $63,138 · fundraising $12,980

  • 11b · Fees: legal

    total $3,670 · management and general $3,670

  • 11c · Fees: accounting

    total $29,706 · management and general $29,706

  • 11f · Fees: investment management

    total $99,503 · management and general $99,503

  • 11g · Fees: other

    total $1,234,834 · program services $604,732 · management and general $559,133 · fundraising $70,969

  • 13 · Office expenses

    total $593,308 · program services $504,762 · management and general $80,222 · fundraising $8,324

  • 16 · Occupancy

    total $767,819 · program services $652,500 · management and general $102,182 · fundraising $13,137

  • 17 · Travel

    total $225,711 · program services $204,719 · management and general $20,167 · fundraising $825

  • 22 · Depreciation, depletion and amortization

    total $349,794 · program services $338,823 · management and general $6,342 · fundraising $4,629

  • 23 · Insurance

    total $37,795 · program services $34,371 · management and general $3,034 · fundraising $390

  • 24a · Other expenses: PROFESSIONAL DEVELOPMEN

    total $283,637 · program services $216,917 · management and general $63,836 · fundraising $2,884

  • 24b · Other expenses: MISCELLANEOUS

    total $17,880 · program services $4,407 · management and general $13,422 · fundraising $51

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $956,711 · end of year $189,500

  • 2 · Savings and temporary cash investments

    beginning of year $9,283 · end of year $3,861

  • 3 · Pledges and grants receivable

    beginning of year $337,500 · end of year $87,500

  • 4 · Accounts receivable

    beginning of year $1,499,270 · end of year $2,775,659

  • 9 · Prepaid expenses and deferred charges

    beginning of year $215,790 · end of year $321,893

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

    $8,524,963

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

    $7,740,445

  • 10c · Land, buildings and equipment, net

    beginning of year $766,976 · end of year $784,518

  • 11 · Investments: publicly traded securities

    beginning of year $12,988,370 · end of year $9,388,308

  • 15 · Other assets

    beginning of year $88,000 · end of year $4,923,466

  • 17 · Accounts payable and accrued expenses

    beginning of year $515,932 · end of year $592,276

  • 19 · Deferred revenue

    beginning of year $519,482 · end of year $368,873

  • 25 · Other liabilities

    beginning of year $0 · end of year $5,075,100

  • 27 · Net assets without donor restrictions

    beginning of year $12,379,528 · end of year $10,637,281

  • 28 · Net assets with donor restrictions

    beginning of year $3,446,958 · end of year $1,801,175

Mission and programs · 2022

Mission

ERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING.

Activities or mission (Part I)

DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING.

  • 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.

    Expenses $8,897,922 · Grants $50,000 · Revenue $6,888,103

  • FIELD BUILDINGKNOWLEDGE 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.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.

    Expenses $2,218,488 · Revenue $273,055

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Desmond Blackburn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marcia Blenko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter C Gorman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ellen Guiney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Willis Hawley

    DIRECTOR IN MEMORIAM

    Total calculated
    $0
    Hours/week
    1

  • Monica Higgins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Irvin Leon Scott

    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

  • Karen H Miles

    PRESIDENT & CEO

    Total calculated
    $242,709
    From this org
    $218,569
    From related orgs
    $0
    Other
    $24,140
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $218,569
    Bonus
    $0
    Other
    $0
    Deferred
    $11,156
    Nontaxable benefits
    $12,984
    Filer's total
    $242,709

  • Renee Harper

    TREASURER & CFO

    Total calculated
    $196,499
    From this org
    $186,192
    From related orgs
    $0
    Other
    $10,307
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $186,192
    Bonus
    $0
    Other
    $0
    Deferred
    $9,375
    Nontaxable benefits
    $932
    Filer's total
    $196,499

  • Karen Baroody

    PARTNER & MANAGING DIRECTO

    Total calculated
    $151,200
    From this org
    $144,000
    From related orgs
    $0
    Other
    $7,200
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $144,000
    Bonus
    $0
    Other
    $0
    Deferred
    $7,200
    Nontaxable benefits
    $0
    Filer's total
    $151,200

  • Jonathan Travers

    MANAGING PARTNER

    Total calculated
    $301,190
    From this org
    $265,999
    From related orgs
    $0
    Other
    $35,191
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $265,999
    Bonus
    $0
    Other
    $0
    Deferred
    $12,979
    Nontaxable benefits
    $22,212
    Filer's total
    $301,190

  • David Rosenberg

    PARTNER

    Total calculated
    $273,870
    From this org
    $246,616
    From related orgs
    $0
    Other
    $27,254
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $246,616
    Bonus
    $0
    Other
    $0
    Deferred
    $6,375
    Nontaxable benefits
    $20,879
    Filer's total
    $273,870

  • Ventura Rodriguez

    PARTNER

    Total calculated
    $235,717
    From this org
    $233,758
    From related orgs
    $0
    Other
    $1,959
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $233,758
    Bonus
    $0
    Other
    $0
    Deferred
    $1,238
    Nontaxable benefits
    $721
    Filer's total
    $235,717

  • Angela King Smith

    PARTNER

    Total calculated
    $236,122
    From this org
    $223,115
    From related orgs
    $0
    Other
    $13,007
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $223,115
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $13,007
    Filer's total
    $236,122

  • Betty Chang

    PARTNER

    Total calculated
    $233,921
    From this org
    $200,549
    From related orgs
    $0
    Other
    $33,372
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $200,549
    Bonus
    $0
    Other
    $0
    Deferred
    $10,250
    Nontaxable benefits
    $23,122
    Filer's total
    $233,921

  • Emily Parfit

    PARTNER

    Total calculated
    $191,350
    From this org
    $181,369
    From related orgs
    $0
    Other
    $9,981
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $181,369
    Bonus
    $0
    Other
    $0
    Deferred
    $9,063
    Nontaxable benefits
    $918
    Filer's total
    $191,350

  • Kristan Singleton

    DIRECTOR, TOOLS & TRAINING

    Total calculated
    $183,960
    From this org
    $177,431
    From related orgs
    $0
    Other
    $6,529
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $177,431
    Bonus
    $0
    Other
    $0
    Deferred
    $5,171
    Nontaxable benefits
    $1,358
    Filer's total
    $183,960

  • Kristen Ferris

    PARTNER

    Total calculated
    $174,165
    From this org
    $165,714
    From related orgs
    $0
    Other
    $8,451
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $165,714
    Bonus
    $0
    Other
    $0
    Deferred
    $7,758
    Nontaxable benefits
    $693
    Filer's total
    $174,165

  • Tara Anderson

    MANAGER

    Total calculated
    $182,303
    From this org
    $166,920
    From related orgs
    $0
    Other
    $15,383
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $166,920
    Bonus
    $0
    Other
    $0
    Deferred
    $8,438
    Nontaxable benefits
    $6,945
    Filer's total
    $182,303

  • Kaitlyn Chantry

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $163,462
    From this org
    $162,638
    From related orgs
    $0
    Other
    $824
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $162,638
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $824
    Filer's total
    $163,462

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
2022
Filed
23 August 2023
IRS schema version
2022v5.0
Source object
202302359349302005

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