2020-07-15T10:19:41-05:00 2019-06-30 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990 2018-07-01 942760764 EDUCATION TRAINING AND RESEARCH ASSOCIATES EDUC 8314384060 5619 SCOTTS VALLEY DRIVE NO 140 SCOTTS VALLEY CA 95066 DAVID YEUNG CFO 8314384060 2020-07-13 1 CAROLYN R AMSTER P00189994 6508556800 2020-07-13 208.184.139.130 2020-07-13 18:21:53 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 72B1DA3BB6D9854A15F466378DF67564E7612084 2018 2021-01-29 14:40:06Z X DAVID YEUNG 5619 SCOTTS VALLEY DRIVE NO 140 SCOTTS VALLEY CA 95066 16065204 0 X WWW.ETR.ORG X 1981 CA ETR IS DRIVEN BY OUR MISSION TO IMPROVE HEALTH AND INCREASE OPPORTUNITIES FOR YOUTH, FAMILIES AND COMMUNITIES. 13 13 125 0 0 0 8625 5625 10052929 10249145 874898 442353 4661517 3866937 15597969 14564060 8400 10500 0 0 8795441 9563338 0 0 0 6639118 6658691 15442959 16232529 155010 -1668469 18015744 18396994 2688412 4331683 15327332 14065311 X EDUCATION, TRAINING, AND RESEARCH ASSOCIATES ("ETR") IS A NONPROFIT CORPORATION THAT ENVISIONS A WORLD WHERE ALL PEOPLE HAVE THE INFORMATION, SKILLS, AND OPPORTUNITIES TO LEAD HEALTHY LIVES. WE ARE DRIVEN BY OUR MISSION TO IMPROVE HEALTH AND INCREASE OPPORTUNITIES FOR YOUTH, FAMILIES, AND COMMUNITIES. 0 0 4870907 5363053 PRODUCT DEVELOPMENT & DISSEMINATION - ETR IS THE NATION'S LARGEST NON-PROFIT HEALTH PUBLISHER AND DISTRIBUTES A SUBSTANTIAL PORTFOLIO OF HIGHLY-RESPECTED HEALTH AND EDUCATION RESOURCES. WE DEVELOP AND DISSEMINATE PROGRAMS AND MATERIALS THAT ARE BASED ON RESEARCH AND EMPOWER HEALTH AND EDUCATION PROFESSIONALS TO IMPROVE OUTCOMES IN YOUTH, FAMILIES AND COMMUNITIES. OUR PRODUCTS INCLUDE CURRICULA, BOOKS, PAMPHLETS, POCKET GUIDES, E-BOOKS, DVDS AND POWERPOINTS THAT HAVE WON NATIONAL HEALTH INFORMATION, WEB HEALTH AND HEALTH LITERACY AWARDS, AND HAVE BEEN RECOGNIZED BY THE CDC, SAMHSA AND THE U.S. DEPARTMENT OF EDUCATION. 3605449 3271665 CALIFORNIA DEPARTMENT OF HEALTH - CALIFORNIA DEPARTMENT OF PUBLIC HEALTH FUNDS THREE PROJECTS AT ETR RELATED TO REDUCING AND ELIMINATING TOBACCO USE AND ITS EFFECTS. DISTRIBUTED OVER ONE MILLION PIECES OF INFORMATION AND HELD SEVERAL HUNDRED TRAININGS OR TECHNICAL ASSISTANCE SESSIONS. 1153979 965683 CENTERS FOR DISEASE CONTROL AND PREVENTION - ETR PROVIDES CAPACITY BUILDING SERVICES AND TRAINING THROUGH-OUT THE UNITED STATES TO HUNDREDS OF HEALTH SERVICE PROVIDERS, INCLUDING STATE AND LOCAL AGENCIES AND COMMUNITY BASED ORGANIZATIONS. IN ADDITION, ETR CONDUCTS RIGOROUS EVALUATION SERVICES TO ENSURE PROGRAMS ARE EFFECTIVE AND ARE BEING CONDUCTED WITH FIDELITY TO PROGRAM REQUIREMENTS. 3290531 10500 4515681 3290531 10500 4515681 12920866 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 101 0 125 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DAVID YEUNG 8314384060 5619 SCOTTS VALLEY DRIVE NO 140 SCOTTS VALLEY CA 95066 CYNTHIA GOMEZ BOARD CHAIR 2.00 X X 0 0 0 KIM WIESE BOARD VICE CHAIR 2.00 X X 0 0 0 LARRY ATKINS BOARD TREASURER 2.00 X X 0 0 0 MIM DIXON BOARD SECRETARY 2.00 X X 0 0 0 JOHN CASKEN BOARD MEMBER 2.00 X 0 0 0 KIM DE SERPA BOARD MEMBER 2.00 X 0 0 0 NICOLE ELLEN JONES BOARD MEMBER 2.00 X 0 0 0 LESLIE KANTOR BOARD MEMBER 2.00 X 0 0 0 VINCENT LAFRONZA BOARD MEMBER 2.00 X 0 0 0 SHAWN MOORE BOARD MEMBER 2.00 X 0 0 0 SARAH MUNSON BOARD MEMBER 2.00 X 0 0 0 MIKE PRELIP BOARD MEMBER 2.00 X 0 0 0 NANCY WONGVIPAT KALEV BOARD MEMBER 2.00 X 0 0 0 ERIC BLANKE CHIEF OPERATING OFFICER 40.00 X 179975 0 20031 COLEEN CANTWELL VICE PRESIDENT, BUSINESS DEVELOPMENT 40.00 X 166697 0 40681 VIGNETTA CHARLES CHIEF EXECUTIVE OFFICER 40.00 X 238868 0 68775 KARIN COYLE CHIEF SCIENCE OFFICER 40.00 X 182662 0 29329 DAVID YEUNG CHIEF FINANCIAL OFFICER 40.00 X 151127 0 25787 BHUPENDRA SHEORAN VICE PRESIDENT OF GLOBAL DEVELOPMENT 40.00 X 0 0 0 JILL DENNER SENIOR RESEARCH SCIENTIST IL 40.00 X 154623 0 26245 PAMELA DRAKE SENIOR RESEARCH SCIENTIST I 40.00 X 116810 0 40248 MATHEW MCDOWELL DIRECTOR OF PRODUCT DEVELOPMENT & DISSEMINATION 40.00 X 127803 0 36817 JOHN SHIELDS SENIOR RESEARCH SCIENTIST L 40.00 X 115919 0 20430 DEBRA CHRISTOPHER AMBASSADOR FOR HEALTH AND LEARNING 40.00 X 116294 0 30339 1550778 0 338682 14 0 1 0 DAVID CROUCH 20 FRANKLIN STSUITE 400 WORCESTER MA 01608 SLATWALL24 MANAGED HOSTING & SUPPORT 1265329 BPM LLP 60 SOUTH MARKET STREET SUITE 800 SAN JOSE CA 95113 AUDIT, TAX & CONSULTING 218251 2 5625 5625 FEDERAL AND STATE GOVERNMENT GRAN 519100 10206468 10206468 CONSULTING AND OTHER INCOME 519100 42677 42677 10249145 442353 442353 5368081 1501144 3866937 3866937 14564060 14116082 0 442353 X 10500 10500 1168204 915167 253037 6302535 4937386 1365149 459398 359891 99507 1079612 845765 233847 553589 433680 119909 8225 3384 4841 52960 52960 179650 60217 119433 1777744 1487778 289966 88533 64436 24097 817535 654173 163362 919075 675536 243539 314776 272964 41812 OPERATION OF FACILITIES 1800612 1609377 191235 PRINTING, DUPLICATION, 650391 640234 10157 SUPPLIES & EDUCATIONAL 119146 101463 17683 OTHER 89858 8729 81129 -159814 -159814 16232529 12920866 3311663 0 424528 53804 1724295 803207 2760444 4006427 64285 53571 238546 296031 592569 639471 169196 226510 1638395 589458 833358 1048937 8846051 9387293 1075000 1075000 1287472 806743 18015744 18396994 1494558 1756197 760497 1350486 375000 1225000 58357 0 2688412 4331683 X 15327332 14065311 15327332 14065311 18015744 18396994 X -1668469 138381 268067 X X 0 1 X 1 1 1 X 7500 11621 8625 5625 33371 12072132 13349696 14062214 15395786 15617226 70497054 12072132 13357196 14073835 15404411 15622851 70530425 0 4976808 4447218 5357728 7276947 5201848 27260549 4976808 4447218 5357728 7276947 5201848 27260549 43269876 488835 222450 198160 193558 442354 1545357 488835 222450 198160 193558 442354 1545357 12560967 13579646 14271995 15597969 16065205 72075782 0.60030 0.65880 0.02140 0.01920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125042 17336 107706 1513353 572122 941231 1048937 16471653 138381 268068 406449 16065204 -1501144 -1501144 14564060 17733673 1501144 1501144 16232529 0 16232529 PART XI, LINE 2D - OTHER ADJUSTMENTS: EQUITY METHOD GAIN 268,068. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOOD SOLD -1,501,144. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD 1,501,144. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 4 PROGRAM EXPENSES MEDICAL RESEARCH 12526 0 4 0 0 0 4 12526 0 12526 0 0 0 0 0 0 PART I, LINE 2: EXPENSES ARE RECORDED AND REVIEWED YEARLY. PART I, LINE 3: ACCRUAL 1 BLACK EMOTIONAL AND MENTAL HEALTH COLLECTIVE 1400 N EDGEMONT STREET 303 LOS ANGELES CA 90027 813138233 501(C)(3) 5000 GENERAL PURPOSE 1 0 PART I, LINE 2: ORGANIZATION TRACKS AND REVIEWS GRANTS MADE. X X X X X 0 0 0 0 0 0 0 0 0 ERIC BLANKE CHIEF OPERATING OFFICER 179975 0 0 0 0 0 20031 0 0 0 200006 0 0 0 COLEEN CANTWELL VICE PRESIDENT, BUSINESS DEVELOPMENT 166697 0 0 0 0 0 18661 0 22020 0 207378 0 0 0 VIGNETTA CHARLES CHIEF EXECUTIVE OFFICER 238868 0 0 0 0 0 30075 0 38700 0 307643 0 0 0 KARIN COYLE CHIEF SCIENCE OFFICER 182662 0 0 0 0 0 20065 0 9264 0 211991 0 0 0 DAVID YEUNG CHIEF FINANCIAL OFFICER 151127 0 0 0 0 0 16523 0 9264 0 176914 0 0 0 JILL DENNER SENIOR RESEARCH SCIENTIST IL 154623 0 0 0 0 0 16981 0 9264 0 180868 0 0 0 PAMELA DRAKE SENIOR RESEARCH SCIENTIST I 116810 0 0 0 0 0 15012 0 25236 0 157058 0 0 0 MATHEW MCDOWELL DIRECTOR OF PRODUCT DEVELOPMENT & DI 127803 0 0 0 0 0 15409 0 21408 0 164620 0 0 0 COLEEN CANTWELL EMPLOYEE MORTGAGE ASSISTANCE X 75000 53571 0 1 1 DFUSION MORE THAN 35% CONTROLLED ENTITY REPLACE THE PRIOR LINE OF CREDIT AGREEMENT X 400000 205581 0 1 1 DFUSION MORE THAN 35% CONTROLLED ENTITY FINANCE START-UP COSTS X 233968 90450 0 1 1 349602 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT COPY OF THE 990 IS POSTED ON THE INTERNAL SECURE INTRANET BOARD OF DIRECTORS SITE FOR REVIEW BY MEMBERS OF THE BOARD. IN ADDITION, ELECTRONIC COPIES OF THE DRAFT 990 ARE SENT DIRECTLY TO EACH MEMBER OF THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL STAFF AND BOARD MEMBERS AND COVERS THEIR DUTY OF CARE, DUTY OF LOYALTY AND THE PROPER HANDLING OF POTENTIAL CONFLICTS. POTENTIAL CONFLICTS INCLUDE MATTERS OF INCOME/COMPENSATION, INVESTMENT, GIFTS GRATUTITES AND ENTERTAINMENT, AND PROFESSIONAL SERVICES. BOARD MEMBERS RE-AFFIRM THEIR COMMITMENTS TO THEIR DUTIES AND DISCLOSE ANY POTENTIAL CONFLICTS THROUGH THE ORGANIZATION'S BOARD MEMBER AFFIRMATION AND BOARD MEMBER CONFLICT OF INTEREST DISCLOSURE STATEMENT. FAILURE TO COMPLY WILL RESULT IN DISPLINARY/CORRECTIVE ACTION BY THE REMAINING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED ON AN ANNUAL BASIS AT THE END OF THE FISCAL YEAR. THE BOARD OF DIRECTORS REVIEWS SALARY SURVEY INFORMATION PROVIDED BY THE DIRECTOR OF HUMAN RESOURCES. IN ADDITION, THE BOARD REVIEWS/EVALUATES THE CEO'S PERFORMANCE IN RELATION TO IDENTIFIED 3-YEAR GOALS AND APPROVED ANNUAL PERFORMANCE METRICS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 1,487,778. MANAGEMENT AND GENERAL EXPENSES 289,966. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,777,744. FORM 990, PART XI, LINE 9: EQUITY METHOD GAIN 268,067. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.