2023-04-06T18:00:10+00:00 2022-06-30 571157523 APRIO LLP 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990 2021-07-01 521982223 THE EDUCATION TRUST EDUC 2022931217 1501 K Street NW 200 WASHINGTON DC 20005 MARIA DARIE CHIEF FINANCIAL OFFICER 2023-04-06 true MARIA DARIE 999009999 STACY CULLEN P00974308 3012316200 2021 2023-04-26 12:10:37Z Denise Forte 1501 K Street NW 200 WASHINGTON DC 20005 38247452 false X www.edtrust.org X 1996 DC TO PROMOTE HIGH ACADEMIC ACHIEVEMENT FOR ALL STUDENTS AT ALL LEVELS: PRE-K THROUGH COLLEGE. 12 10 175 10 0 0 50160680 27434433 594683 1102369 250791 123 100610 57219 51106764 28594144 1969353 1513376 0 15414678 16133330 0 660639 6852807 8558270 24236838 26204976 26869926 2389168 59287240 60384663 6752164 7592375 52535076 52792288 THE EDUCATION TRUST PROMOTES HIGH ACADEMIC ACHIEVEMENT FOR ALL STUDENTS AT ALL LEVELS PRE-KINDERGARTEN THROUGH COLLEGE. OUR GOAL IS TO CLOSE THE GAPS IN OPPORTUNITY AND ACHIEVEMENT THAT CONSIGN FAR TOO MANY YOUNG PEOPLE-ESPECIALLY THOSE FROM LOW-INCOME FAMILIES OR WHO ARE BLACK, LATINO, OR AMERICAN INDIAN-TO LIVES ON THE MARGINS OF THE AMERICAN MAINSTREAM. false false 9610284 964376 723752 OUR PROGRAM AND POLICY TEAMS CONDUCT RESEARCH AND ANALYZE EDUCATIONAL PRACTICES, PRE-K THROUGH COLLEGE. THEIR WORK AIMS TO DEEPEN OUR UNDERSTANDING OF THE FACTORS THAT CONTRIBUTE TO ACHIEVEMENT GAPS, LEARN FROM AND EXTEND THE BEST WORK IN THE FIELD, AND DEVELOP POSITIONS AND SUPPORTING EVIDENCE TO ADVANCE THE ORGANIZATION'S STRATEGIC AGENDA. MORE SPECIFICALLY, THE WORK FOCUSES ON ADVANCING THE QUALITY OF TEACHING, ENSURING ACCOUNTABILITY AND SUPPORT FOR SCHOOLS AND COLLEGES, MONITORING ACHIEVEMENT PATTERNS IN PREK-12 AND HIGHER EDUCATION, AND FOSTERING BEST PRACTICES TO HELP SCHOOLS ALIGN THEIR CURRICULA WITH STATE STANDARDS. 7584718 271500 203757 THE DIVISION OF GOVERNMENT AFFAIRS AND COMMUNICATIONS ARTICULATES AND ADVOCATES FOR THE ORGANIZATION'S STRATEGIC PRIORITIES. IT PUBLISHES RESEARCH AND ANALYSES IN PRINT AND ONLINE AND PARTNERS WITH EDUCATORS, ADVOCATES, AND ALLIED POLICYMAKERS AT THE LOCAL, STATE, AND NATIONAL LEVELS TO ADVANCE SPECIFIC EDUCATION POLICY OBJECTIVES. 5951129 277500 208260 THE EDUCATION TRUST HAS THREE STATE OFFICES, THE EDUCATION TRUST-WEST, THE EDUCATION TRUST-MIDWEST, AND THE EDUCATION TRUST-NEW YORK. THE STATE OFFICES WORK IN THEIR STATES FOR THE HIGH ACADEMIC ACHIEVEMENT OF ALL STUDENTS AT ALL LEVELS, KINDERGARTEN THROUGH COLLEGE, AND AIM TO CLOSE THE ACHEIVEMENT GAPS SEPARATING LOW-INCOME STUDENTS AND STUDENTS OF COLOR FROM OTHER YOUTH THROUGH STATE-WIDE EDUCATION POLICY AND ADVOCACY WORK. 23146131 true true false true false false false false false true false false false true true true true false false false false false false false false false true false true false false false false false false false false false false false false false true true false false false true 197 0 true 175 true false false false false false false false false false false false false X 12 10 false false false false false false false true true false false true true true true true true true false false CA FL MI NY TN AR WA X MARIA DARIE 2022931217 1501 K Street NW Suite 200 WASHINGTON DC 20005 Denise Forte Interim CEO (2021)/CEO (2023) 37.5 X X 329331 0 21154 James Forman Jr Vice Chair 1.0 X X 0 0 0 Jesse Jackson Treasurer 1.0 X X 0 0 0 John B King Jr President & CEO (leave of absence Nov 2021-Aug 2022) 37.5 X X 347649 0 40209 Jose Luis Cruz Chair 2.0 X X 0 0 0 Yolie Flores Secretary 1.0 X X 0 0 0 Dan Porterfield Board Member 1.0 X 0 0 0 Dr Eduardo J Padron Board Member 1.0 X 0 0 0 Lisa Gelobter Board Member 1.0 X 0 0 0 Lisette Nieves Board Member 1.0 X 0 0 0 Monique Idlett-Mosley Board Member 1.0 X 0 0 0 Peter Groff Board Member 1.0 X 0 0 0 Allison Socol Vice President, P12 Policy, Practice & Research 37.5 X 121106 0 23547 Amber Arellano Executive Director, ETM 37.5 X 199233 0 14383 Ary Spatig-Amerikaner Vice President, P12 Policy, Practice & Research (terminated 9/10/21) 37.5 X 165873 0 26950 Christopher Nellum Executive Director, ETW 37.5 X 196682 0 25547 Dia Bryant Executive Director, ETNY 37.5 X 202428 0 29832 Maria Darie Chief Financial Officer 37.5 X 159574 0 22823 Rachel Stalcup Chief Development Officer 37.5 X 182313 0 15051 Robin Harris Vice President, Communications 37.5 X 186758 0 24690 Wilfredo Del Pilar Vice President, Higher Education 37.5 X 282619 0 31424 Brian Rivas Senior Director, ETW Policy & Government Affairs 37.5 X 164603 0 20560 Lynn Jennings Senior Director, National & State Partnerships 37.5 X 170226 0 32281 Natasha Ushomirsky State Director, Massachusetts 37.5 X 156336 0 27449 Nicolle Grayson Senior Director , Communications 37.5 X 150408 0 19660 Virginia Pupo-Walker State Director, Tennessee 37.5 X 141010 0 21356 Cathy Daniels Former COO & Secretary 37.5 X 147981 0 17401 Elisha Smith Arrillaga Former Executive Director, ETW 37.5 X 90606 0 13266 Takirra Winfield-Dixon Former Vice-President, Communications 37.5 X 97660 0 12440 3492396 0 440023 17 false true false Global Strategy Group LLC 215 PARK AVENUE SOUTH 15TH FLOOR NEW YORK NY 10003 POLLING SERVICES 294480 21c LLC - TRIPP JONES 7 OLD SUDBURY ROAD WAYLAND MA 01778 STRATEGIC ADVISORS 126000 Education Counsel LLC 101 CONSTITUTION AVENUE NW WASHINGTON DC 20001 CONSULTING SERVICES 120000 MELVA JONES dba LaJoy Plans 1240 4TH STREET NE WASHINGTON DC 20002 CONSULTING SERVICES 110075 PENN HILL GROUP 777 6TH STREET NW WASHINGTON DC 20001 STRATEGIC ADVISORS 108000 8 27434433 27434433 CONTRACTS 541900 1101619 1101619 MEETING REGISTRATIONS 541900 750 750 0 0 0 0 1102369 172815 172815 1200 1200 0 1200 1200 9480616 9653308 -172692 0 -172692 -172692 HONORARIUM 541900 33400 33400 OTHER INCOME 900099 3019 3019 REIMBURSED EXPENSE INCOME 900099 19600 19600 0 0 0 0 56019 28594144 1135769 0 23942 X 1513376 1513376 2407986 2175302 153404 79280 10809411 9764898 688626 355887 1907872 1723514 121543 62815 1008061 910652 64220 33189 26211 20466 4939 806 49352 38536 9299 1517 33180 33180 5456615 4871210 533455 51950 20992 16391 3956 645 50147 36208 11194 2745 86120 62183 19224 4713 1491887 937373 522951 31563 155199 146000 6538 2661 486884 458025 20510 8349 273096 147647 118309 7140 69069 53931 13015 2123 DUES & SUBSCRIPTIONS 109685 79197 24485 6003 STAFF DEVELOPMENT 100431 78420 18924 3087 HR Admin Fees 75806 59192 14284 2330 TAXES 7995 6243 1506 246 65601 47367 14644 3590 26204976 23146131 2398206 660639 35222076 16921554 10352674 11811145 173852 157402 0 0 0 0 504172 740258 4865077 2371043 2664845 2494034 8276472 27972032 1694117 0 399032 288238 59287240 60384663 2227865 2605348 33950 300740 0 0 4490349 4686287 6752164 7592375 X 34998817 35256029 17536259 17536259 52535076 52792288 59287240 60384663 2389168 -2131956 0 X false true X true false X 6594062 21984562 25350452 50160680 27434433 131524189 0 0 6594062 21984562 25350452 50160680 27434433 131524189 57912103 73612086 60119 148483 269935 260961 174015 913513 0 0 16537 69853 480111 90440 56019 712960 133150662 0 0.5528 0.4068 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - HONORARIUM, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 84909.0, COLUMN E - 33400.0, COLUMN F - 118309.0; DESCRIPTION - OTHER INCOME, COLUMN A - 16537.0, COLUMN B - 69853.0, COLUMN C - 480111.0, COLUMN D - 5531.0, COLUMN E - 3019.0, COLUMN F - 575051.0; DESCRIPTION - REIMBURSED EXPENSES, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 19600.0, COLUMN F - 19600.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 192492 5239 197731 26007245 26204976 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 154900 170015 200921 197731 723567 250000 250000 250000 250000 1000000 1500000 22155 6389 192492 221036 538092 447828 90264 4326985 1923215 2403770 2494034 Deferred Rent Expense 4686287 4686287 X 26429008 -2131956 0 -2131956 28560964 33180 0 33180 28594144 26171796 0 0 26171796 33180 0 33180 26204976 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization evaluates uncertainty in income tax positions based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement. As of June 30, 2022, there are no accruals for uncertain tax positions. If applicable, the Organization records interest and penalties as a component of income tax expense. Tax years from 2019 through the current year remain open for examination by tax authorities. true Partnership for Los Angeles Schools 1055 Wilshire Boulevard Los Angeles CA 90017 261759681 501(c)(3) 130438 Support Pivot Learning Partners 1300 Clay Street Oakland CA 94612 943059243 501(c)(3) 130438 Support Schuyler Center for Analysis and Advocacy 540 Broadway New York NY 12207 135562357 501(c)(3) 100000 Support The Children's Agenda Inc 1 South Washington Street Rochester NY 14614 201547478 501(c)(3) 100000 Support Equal Opportunity Schools 5601 6th Avenue S Seattle WA 98108 371609659 501(c)(3) 70000 Support Teach Plus Inc 1 Beacon Street 15th Floor Boston MA 02108 263849472 501(c)(3) 46500 Support America's Promise 1110 Vermont Avenue Washington DC 20005 541848713 501(c)(3) 42500 Support National Urban League Inc 80 Pine Street 9th Floor New York NY 10005 131840489 501(c)(3) 42500 Support UNITE Inc 100 3rd Place NE Lafayette AL 36862 810711157 501(c)(3) 42500 Support Collaborative for Academic Social and Emotional Learning (CASEL) 815 W VAN BUREN STREET Chicago IL 60607 205884201 501(c)(3) 37500 Support Prichard Committee for Academic Excellence 271 West Short Street Lexington KY 40507 611026214 501(c)(3) 35000 Support United Way of New York City 205 East 42nd Street 12th Floor New York NY 10017 132617681 501(c)(3) 35000 Support Committee for Hispanic Children & Families 75 Broad Street New York NY 10004 112622003 501(c)(3) 30000 Support The New York Immigration Coalition Inc 131 West 33rd Street New York NY 10001 133573409 501(c)(3) 26000 Support Leadership for Educational Equity Foundation 25 Broadway 13th Floor New York NY 10004 462093041 501(c)(3) 25000 Support Prevent Child Abuse New York Inc 4 Global View Troy NY 12180 141730897 501(c)(3) 25000 Support Public Policy Institute of New York State Inc 12 Corporate Woods Boulevard Albany NY 12211 222235025 501(c)(3) 25000 Support Research Foundation of CUNY 230 West 41st Street 7th Floor New York NY 10036 131988190 501(c)(3) 25000 Support United Way of Buffalo & Erie County 742 Delaware Ave Buffalo NY 14209 160743969 501(c)(3) 25000 Support Buffalo Urban League 15 Genesee Street Buffalo NY 14203 160743940 501(c)(3) 20000 Support CASA de Maryland 8151 15th Avenue Hyattsville MD 20783 521372972 501(c)(3) 20000 Support Urban League of Rochester NY Inc 265 N Clinton Avenue Rochester NY 14605 160906150 501(c)(3) 20000 Support Urban League of Westchester County 61 Mitchell Place White Plains NY 10601 131740054 501(c)(3) 20000 Support Rodel Foundation of Delaware 100 West 10th Street Wilmington DE 19801 911944585 501(c)(3) 16500 Support Advocates for Children of New York Inc 151 West 30th Street 5th Floor New York NY 10001 112247307 501(c)(3) 15000 Support Centro Hispano de East Tennessee 2455 Sutherland Avenue Knoxville TN 37919 203415545 501(c)(3) 15000 Support Communities In Schools of Tennessee 1207 18th Avenue South Nashville TN 37212 461196944 501(c)(3) 15000 Support Docs for Tots 35-37 36th Street Astoria NY 11106 562330690 501(c)(3) 15000 Support Frayser Community Schools Frayser Community Schools 1530 Dellwood Avenue Memphis TN 38127 461747159 501(c)(3) 15000 Support FUTURO Inc 2005 Wintergreen Way Mount Juliet TN 37122 473783118 501(c)(3) 15000 Support Walters State Community College 500 South Davy Crockett Parkway Morristown TN 37813 620807429 Gov- School 15000 Support Alliance for a Better Community 1545 Wilshire Boulevard Los Angeles CA 97017 311760082 501(c)(3) 13000 Support Community Partners co Just Equations PO Box 741265 Los Angeles CA 90074 954302067 501(c)(3) 13000 Support CAO Better Schools Better Neighborhoods 1423 Fillmore Avenue Buffalo NY 14211 311760082 501(c)(3) 10000 Support Chinese American Planning Council 150 Elizabeth Street New York NY 10012 136202692 501(c)(3) 10000 Support Community Action Organization of Western NY (CAOWNY) 45 Jewett Avenue Buffalo NY 14214 160911473 501(c)(3) 10000 Support Community Initiatives 1000 Broadway Oakland CA 94607 943255070 501(c)(3) 10000 Support ECE On the Move LLC 126 Prospect Street Staten Island NY 10304 842092842 Limited Liability Co 10000 Support League of Women Voters Tennessee 100 31st Avenue North Nashville TN 37203 626051527 501(c)(3) 10000 Support Nashville Organized for Action and Hope William's New Company 531 Fairground Court Nashville TN 37211 621448188 501(c)(3) 10000 Support New York Urban League (NP) PO Box 1794 New York NY 10027 131671035 501(c)(3) 10000 Support Regents of the University of California - IGS 2195 Hearst Avenue Berkeley CA 94720 946002123 Gov- School 10000 Support Tennessee Disability Coalition 955 Woodland Street Nashville TN 37206 621447320 501(c)(3) 10000 Support Tennessee PTA 1905 Acklen Avenue Nashville TN 37212 620522039 501(c)(3) 10000 Support Tennessee Rural Education Association 254 Boud Road Benton TN 37307 454079836 501(c)(3) 10000 Support Tennessee School Counselor Association 300 Wildfox Drive Collierville TN 38017 562283846 501(c)(3) 10000 Support Tennessee State Conference NAACP 27 Brentshine Square Jackson TN 38305 621832557 501(c)(4) 10000 Support United Ways of Tennessee 3050 Medical Center Parkway Floor 2 Murfreesboro TN 37129 621773407 501(c)(3) 10000 Support BLU Educational Foundation PO Box 7042 San Bernardino CA 92411 593823989 501(c)(3) 8000 Support Canal Alliance 91 Larkspur Street San Rafael CA 94901 942832648 501(c)(3) 8000 Support Community Coalition 8101 South Vermont Avenue Los Angeles CA 90044 944298811 501(c)(3) 8000 Support Community Partners fbo Parent Organization Network (PON) 1000 N Alameda Street Los Angeles CA 90012 954302067 501(c)(3) 8000 Support Congregations Organized for Prophetic Engagement (COPE) 1505 W Highland Engagement San Bernardino CA 92411 330938212 501(c)(3) 8000 Support Future Leaders of America PO Box 51637 Oxnard CA 93031 770071036 501(c)(3) 8000 Support Los Angeles United Methodist Urban Foundation 714 W Olymic Boulevard Los Angeles CA 99150 953888111 501(c)(3) 8000 Support Mission Graduates 3040 16th Street San Francisco CA 94103 237172909 501(c)(3) 8000 Support Parent Institute for Quality Education (PIQE) 22 West 35th Street National City CA 91950 330259359 501(c)(3) 8000 Support Restorative Justice League 1666 N Street Merced CA 95340 832394455 501(c)(3) 8000 Support Young Invincibles 1201 Connecticut Avenue NW Washington DC 20036 462214021 501(c)(3) 8000 Support Buffalo String Works PO Box 195 Buffalo NY 14213 810718400 501(c)(3) 6000 Support Hispanic Federation Inc 55 Exchange Place 5th Floor New York NY 10005 133573852 501(c)(3) 6000 Support Ibero American Action League Inc 817 East Main Street Rochester NY 10003 160954745 501(c)(3) 6000 Support IncludeNYC 116 East 16th Street 5th Floor New York NY 14202 112594790 501(c)(3) 6000 Support Say Yes to Education - Buffalo 712 Main Street Buffalo NY 14202 462867677 501(c)(3) 6000 Support Urban Leaders Fellowship 1519 N Tejon Street Colorado Springs CO 80907 842571483 501(c)(3) 6000 Support 63 2 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES: GRANTS ARE MADE TO ORGANIZATIONS WITHIN THE UNITED STATES FOR WORK AND RESEARCH BEING CONDUCTED AT UNIVERSITIES OR ORGANIZATIONS WITHIN THE UNITED STATES. X X X false false false false false false false false false John B King Jr President & CEO (leave of absence Nov 2021-Aug 2022) 347649 0 0 0 0 0 20300 0 19909 0 387858 0 0 0 Denise Forte Interim CEO (2021)/CEO (2023) 329331 0 0 0 0 0 20300 0 854 0 350485 0 0 0 Wilfredo Del Pilar Vice President, Higher Education 282619 0 0 0 0 0 19751 0 11673 0 314043 0 0 0 Dia Bryant Executive Director, ETNY 202428 0 0 0 0 0 14426 0 15406 0 232260 0 0 0 Amber Arellano Executive Director, ETM 199233 0 0 0 0 0 13705 0 678 0 213616 0 0 0 Christopher Nellum Executive Director, ETW 196682 0 0 0 0 0 13938 0 11609 0 222229 0 0 0 Robin Harris Vice President, Communications 186758 0 0 0 0 0 13092 0 11598 0 211448 0 0 0 Rachel Stalcup Chief Development Officer 182313 0 0 0 0 0 13233 0 1818 0 197364 0 0 0 Ary Spatig-Amerikaner Vice President, P12 Policy, Practice & Research (terminated 9/10/21) 165873 0 0 0 0 0 12064 0 14886 0 192823 0 0 0 Maria Darie Chief Financial Officer 159574 0 0 0 0 0 11293 0 11530 0 182397 0 0 0 Lynn Jennings Senior Director, National & State Partnerships 170226 0 0 0 0 0 12476 0 19805 0 202507 0 0 0 Brian Rivas Senior Director, ETW Policy & Government Affairs 164603 0 0 0 0 0 11586 0 8974 0 185163 0 0 0 Natasha Ushomirsky State Director, Massachusetts 156336 0 0 0 0 0 11275 0 16174 0 183785 0 0 0 Nicolle Grayson Senior Director , Communications 150408 0 0 0 0 0 10718 0 8942 0 170068 0 0 0 Virginia Pupo-Walker State Director, Tennessee 141010 0 0 0 0 0 9873 0 11483 0 162366 0 0 0 Cathy Daniels Former COO & Secretary 147981 0 0 0 0 0 10544 0 6857 0 165382 0 0 0 Elisha Smith Arrillaga Former Executive Director, ETW 90606 0 0 0 0 0 6585 0 6681 0 103872 0 0 0 Takirra Winfield-Dixon Former Vice-President, Communications 97660 0 0 0 0 0 6955 0 5485 0 110100 0 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE BOARD'S AUDIT COMMITTEE MEETS WITH THE PREPARER TO FULLY REVIEW THE FORM, AND ADDRESS ALL RELATED QUESTIONS AND CONCERNS. THE AUDIT COMMITTEE REPORTS ON THE 990 TO THE ENTIRE BOARD AND RECOMMENDS IT FOR APPROVAL. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS ADMINISTERED ON AN ONGOING BASIS. ALL CONFLICTS THAT ARISE ARE ADDRESSED EXPEDITIOUSLY. Form 990, Part VI, Line 15a Process to establish compensation of top management official DURING FISCAL YEAR 2017 THE ORGANIZATION'S BOARD ENGAGED A SEARCH, RECRUITED AND HIRED A PRESIDENT & CEO. THE COMPENSATION FOR THE PRESIDENT & CEO WAS ESTABLISHED BY THE BOARD OF EDUCATION TRUST THROUGH A COMPARATIVE ANALYSIS OF THE SALARIES AND EXPERIENCE LEVELS OF SIMILAR POSITIONS IN THE INDUSTRY. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE PRESIDENT & CEO WITH THE GUIDELINES OF THE BOARD-APPROVED BUDGET. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE ROUTINELY REQUESTED AS PART OF THE GRANT PROCUREMENT PROCESS. THEREAFTER, A GRANTOR IS PROVIDED WITH ANNUAL AUDITED FINANCIAL STATEMENTS AS THEY BECOME AVAILABLE. Form 990, Part IX, Line 11g Other Fees CONSULTANTS AND FACILITATORS - Total Expense: 5456615, Program Service Expense: 4871210, Management and General Expenses: 533455, Fundraising Expenses: 51950; EDINNOVATIONS INC 1501 K STREET NW STE 200 WASHINGTON DC 20005 273195260 EDUCATIONAL DC 501(c)(3) Type I NA true false false false false false false false false false false false false false false false false false false false