EDUCATION TRUST INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATION TRUST INC (EIN 52-1982223)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-25
- IRS object ID
- 202500569349301145
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-25T19:02:29-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aprio Advisory Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Rockville Pike Suite 600 | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521982223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Education Trust Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 2022931217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 K Street NW Suite 200 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wendy Scott | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 2022931217 | PhoneNum |
| Signature | 2025-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacy Cullen | PreparerPersonNm |
| PTIN | P00974308 | PTIN |
| Phone | 3012316200 | PhoneNum |
| Preparation | 2025-02-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Wendy Scott | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 K Street NW Suite 200 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,125,883 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.edtrust.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | EdTrust is committed to advancing policies and practices to dismantle the racial and economic barriers embedded in the American education system. Through our research and advocacy, EdTrust improves equity in education from preschool through college, engages diverse communities dedicated to education equity and justice, and increases political and public will to build an education system where students will thrive. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 221 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,036,448 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,146,289 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,557,847 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $623,712 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$681,813 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,558,371 | CYInvestmentIncomeAmt |
| PY Other Revenue | $203,437 | PYOtherRevenueAmt |
| CY Other Revenue | $96,293 | CYOtherRevenueAmt |
| PY Total Revenue | $33,115,919 | PYTotalRevenueAmt |
| CY Total Revenue | $30,424,665 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,816,619 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,595,845 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,345,671 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,991,715 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $763,373 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,720,052 | PYOtherExpensesAmt |
| CY Other Expenses | $9,057,603 | CYOtherExpensesAmt |
| PY Total Expenses | $30,882,342 | PYTotalExpensesAmt |
| CY Total Expenses | $30,645,163 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,233,577 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$220,498 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,997,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,287,885 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,491,852 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,953,900 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,505,644 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,333,985 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EdTrust is committed to advancing policies and practices to dismantle the racial and economic barriers embedded in the American education system. Through our research and advocacy, EdTrust improves equity in education from preschool through college, engages diverse communities dedicated to education equity and justice, and increases political and public will to build an education system where students will thrive. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,671,511 | ExpenseAmt |
| Grant | $463,333 | GrantAmt |
| Revenue | $173,412 | RevenueAmt |
| Desc | The P-12 Policy, Practice, and Research and Higher Education Policy and Research Teams work alongside educators, advocates, and policymakers to identify causes of the achievement gap and to promote the practices and policies for P-12 education, and work to ensure that students of color and students from low-income backgrounds have greater access to colleges and universities, and that those institutions make college affordable. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,607,899 | ExpenseAmt |
| Grant | $247,912 | GrantAmt |
| Revenue | $103,399 | RevenueAmt |
| Desc | The Partnerships and Engagement and Communications Teams engage policymakers and diverse coalitions of advocates in demanding and securing equity-advancing policy change at the national and state levels, publish research and analyses, and provide creative visual and digital voice through editorial and digital communications. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,220,722 | ExpenseAmt |
| Grant | $884,600 | GrantAmt |
| Revenue | $369,451 | RevenueAmt |
| Desc | EdTrust has 4 state offices: EdTrust-Midwest, EdTrust-New York, EdTrust-West, and EdTrust-Tennessee. The state offices advocate for educational justice and the high academic achievement of all students, pre-k through college, particularly students of color and students from low-income backgrounds, in their respective states. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,500,132 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 237 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 221 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wendy Scott | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022931217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 K Street NW Suite 200 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Denise Forte | ||||||||
| President & CEO | 37.50 | Yes (X) | Yes (X) | $471,915 | $0 | $23,400 | ||
| Lisa Gelobter | ||||||||
| Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jose Luis Cruz | ||||||||
| Chair (JUL-OCT) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jesse Jackson | ||||||||
| Vice Chair/Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Yolie Flores | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lisette Nieves | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eduardo J Padron | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Rodriguez | ||||||||
| Director (FEB-JUN) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Malbert Smith III | ||||||||
| Director (FEB-JUN) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Tomeka Hart Wigginton | ||||||||
| Director (FEB-JUN) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nadia Diaz Funn | ||||||||
| Director (JUN) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Groff | ||||||||
| Director (JUL-OCT) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel R Porterfield | ||||||||
| Director (JUL-OCT) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Wilfredo Del Pilar | ||||||||
| Senior Vice President | 37.50 | $292,282 | $0 | $32,794 | Yes (X) | |||
| Dia Bryant | ||||||||
| Executive Director, ETNY | 37.50 | $240,587 | $0 | $33,516 | Yes (X) | |||
| Christopher Nellum | ||||||||
| Executive Director, ETW | 37.50 | $222,630 | $0 | $28,113 | Yes (X) | |||
| Allison Socol | ||||||||
| VP, P-12 Policy, Research & Practice | 37.50 | $199,435 | $0 | $30,592 | Yes (X) | |||
| Amber Arellano | ||||||||
| Executive Director, ETM | 37.50 | $208,737 | $0 | $15,129 | Yes (X) | |||
| Claudia Lujan | ||||||||
| Chief of Staff | 37.50 | $197,523 | $0 | $25,148 | Yes (X) | |||
| Rachel Stalcup | ||||||||
| Chief Development Officer | 37.50 | $198,406 | $0 | $15,945 | Yes (X) | |||
| Virginia Pupo-Walker | ||||||||
| Executive Director, ETTN | 37.50 | $187,031 | $0 | $24,363 | Yes (X) | |||
| Robin Harris | ||||||||
| VP, Strategic Communications | 37.50 | $184,281 | $0 | $23,146 | Yes (X) | |||
| Lynn Jennings | ||||||||
| Senior Director | 37.50 | $178,621 | $0 | $34,164 | Yes (X) | |||
| Carol Hedgspeth | ||||||||
| Deputy Director | 37.50 | $171,754 | $0 | $33,785 | Yes (X) | |||
| Nicolle Grayson | ||||||||
| VP, Strategic Communications | 37.50 | $169,995 | $0 | $29,323 | Yes (X) | |||
| Brian Rivas | ||||||||
| Senior Director | 37.50 | $173,516 | $0 | $21,637 | Yes (X) | |||
| Kevin Chappell | ||||||||
| Executive Writer | 37.50 | $158,612 | $0 | $23,233 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,255,325 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $394,288 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Mass Inc Polling Group Inc | |||||
| 11 Beacon Street Suite 500 | Boston | MA | 02108 | Polling Services | $240,000 |
| Global Strategy Group LLC | |||||
| 215 Park Avenue South 15th Floor | New York | NY | 10003 | Polling Services | $152,500 |
| Bright Matter LLC | |||||
| 503 Jansen Drive | Fort Collins | CO | 80525 | Website support services | $140,996 |
| 21C LLC | |||||
| 7 Old Subdury Road | Wayland | MA | 01778 | Strategic planning services | $126,000 |
| Noser Consulting LLC | |||||
| 2810 Belmont Boulevard | Nashville | TN | 37212 | Evaluation and policy development suppor | $119,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $28,146,289 | AllOtherContributionsAmt |
| Total Contributions | $28,146,289 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Contracts | 541900 | $587,412 | $587,412 |
| Meeting Registrations | 541900 | $36,300 | $36,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $623,712 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,000,107 | TotalRevenueColumnAmt |
| Exclusion | $1,000,107 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,600 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,600 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,600 | TotalRevenueColumnAmt |
| Exclusion | $9,600 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,259,482 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,701,218 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $558,264 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $558,264 | TotalRevenueColumnAmt |
| Exclusion | $558,264 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Other Income | 900099 | $63,500 | $63,500 | |
| Honorarium | 541900 | $22,550 | $22,550 | |
| Reimbursed Expense Income | 900099 | $643 | $643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $86,693 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,424,665 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $646,262 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,632,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,595,845 | TotalAmt |
| Program Services | $1,595,845 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,680,814 | TotalAmt |
| Program Services | $3,500,594 | ProgramServicesAmt |
| Management And General | $65,824 | ManagementAndGeneralAmt |
| Fundraising | $114,396 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,829,215 | TotalAmt |
| Program Services | $12,201,072 | ProgramServicesAmt |
| Management And General | $229,423 | ManagementAndGeneralAmt |
| Fundraising | $398,720 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,255,352 | TotalAmt |
| Program Services | $2,144,926 | ProgramServicesAmt |
| Management And General | $40,332 | ManagementAndGeneralAmt |
| Fundraising | $70,094 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,226,334 | TotalAmt |
| Program Services | $1,166,290 | ProgramServicesAmt |
| Management And General | $21,931 | ManagementAndGeneralAmt |
| Fundraising | $38,113 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,739 | TotalAmt |
| Program Services | $19,010 | ProgramServicesAmt |
| Management And General | $4,144 | ManagementAndGeneralAmt |
| Fundraising | $585 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,575 | TotalAmt |
| Program Services | $70,130 | ProgramServicesAmt |
| Management And General | $15,289 | ManagementAndGeneralAmt |
| Fundraising | $2,156 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,863 | TotalAmt |
| Management And General | $131,863 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,527,083 | TotalAmt |
| Program Services | $4,031,480 | ProgramServicesAmt |
| Management And General | $431,522 | ManagementAndGeneralAmt |
| Fundraising | $64,081 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,845 | TotalAmt |
| Program Services | $34,310 | ProgramServicesAmt |
| Management And General | $7,480 | ManagementAndGeneralAmt |
| Fundraising | $1,055 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,498 | TotalAmt |
| Program Services | $177,841 | ProgramServicesAmt |
| Management And General | $19,769 | ManagementAndGeneralAmt |
| Fundraising | $3,888 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,817 | TotalAmt |
| Program Services | $157,325 | ProgramServicesAmt |
| Management And General | $32,781 | ManagementAndGeneralAmt |
| Fundraising | $4,711 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,512,755 | TotalAmt |
| Program Services | $1,335,353 | ProgramServicesAmt |
| Management And General | $147,222 | ManagementAndGeneralAmt |
| Fundraising | $30,180 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,812 | TotalAmt |
| Program Services | $1,030,338 | ProgramServicesAmt |
| Management And General | $88,120 | ManagementAndGeneralAmt |
| Fundraising | $12,354 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,360 | TotalAmt |
| Program Services | $466,836 | ProgramServicesAmt |
| Management And General | $39,927 | ManagementAndGeneralAmt |
| Fundraising | $5,597 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,912 | TotalAmt |
| Program Services | $250,593 | ProgramServicesAmt |
| Management And General | $36,661 | ManagementAndGeneralAmt |
| Fundraising | $7,658 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,956 | TotalAmt |
| Program Services | $66,430 | ProgramServicesAmt |
| Management And General | $14,483 | ManagementAndGeneralAmt |
| Fundraising | $2,043 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues & Subscriptions | $135,600 | $108,587 | $23,674 | $3,339 |
| HR Admin Fees | $88,198 | $70,628 | $15,398 | $2,172 |
| Staff Development | $79,024 | $63,282 | $13,796 | $1,946 |
| Taxes | $11,566 | $9,262 | $2,019 | $285 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,645,163 | TotalAmt |
| Program Services | $28,500,132 | ProgramServicesAmt |
| Management And General | $1,381,658 | ManagementAndGeneralAmt |
| Fundraising | $763,373 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,642,324 | BOYAmt |
| EOY | $11,454,508 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,095,836 | BOYAmt |
| EOY | $14,697,567 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,531 | BOYAmt |
| EOY | $229,842 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,606 | BOYAmt |
| EOY | $720,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,100,528 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,016,631 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,315,871 | BOYAmt |
| EOY | $2,083,897 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,751,328 | BOYAmt |
| EOY | $37,197,274 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,902,000 | BOYAmt |
| EOY | $8,904,471 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,997,496 | BOYAmt |
| EOY | $75,287,885 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,315,172 | BOYAmt |
| EOY | $2,777,362 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,300 | BOYAmt |
| EOY | $433,271 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,038,380 | BOYAmt |
| EOY | $12,743,267 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,491,852 | BOYAmt |
| EOY | $15,953,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,792,267 | BOYAmt |
| EOY | $36,287,244 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,713,377 | BOYAmt |
| EOY | $23,046,741 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,505,644 | BOYAmt |
| EOY | $59,333,985 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,997,496 | BOYAmt |
| EOY | $75,287,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$220,498 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,048,839 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,350,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,160,680 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,434,433 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,036,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,146,289 | CurrentTaxYearAmt |
| Total | $161,128,302 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,350,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,160,680 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,434,433 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,036,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,146,289 | CurrentTaxYearAmt |
| Total | $161,128,302 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $48,081,842 | SubstantialContributorsTotAmt |
| Public Support Total170 | $113,046,460 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $269,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $260,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,015 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,009,707 | CurrentTaxYearAmt |
| Total | $2,515,183 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $480,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,693 | CurrentTaxYearAmt |
| Total | $914,800 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $164,558,285 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,437,313 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $204,635 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $204,635 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,440,528 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,645,163 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $200,921 | CurrentYearMinus3Amt |
| Current Year Minus2 | $197,731 | CurrentYearMinus2Amt |
| Current Year | $204,635 | CurrentYearAmt |
| Total | $603,287 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $6,389 | CurrentYearMinus3Amt |
| Current Year Minus2 | $192,492 | CurrentYearMinus2Amt |
| Total | $198,881 | TotalAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $665,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $573,443 | DepreciationAmt |
| Book Value | $92,349 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,434,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,443,188 | DepreciationAmt |
| Book Value | $1,991,548 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,083,897 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Right-of-Use Assets | $8,594,754 |
| Deposits | $309,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,904,471 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Operating Lease Liabilities | $12,730,515 |
| Finance Lease Liabilities | $12,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,743,267 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,358,854 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,048,839 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $17,213 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,066,052 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,292,802 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $131,863 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $131,863 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,424,665 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,530,513 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $17,213 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $17,213 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,513,300 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $131,863 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $131,863 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,645,163 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2024, 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 2020 through the current year remain open for examination by tax authorities. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Adirondack Foundation | |||||||||
| 304 Bear Cub Line | Lake Placid | NY | 12946 | 161535724 | 501c3 | $15,000 | $0 | Support | |
| All4Ed | |||||||||
| 1425 K Street NW Suite 700 | Washington | DC | 20005 | 113487339 | 501c3 | $7,000 | $0 | Support | |
| Black Ladies in Public Health Foundation | |||||||||
| 500 East Front Street | Arlington | TX | 76011 | 824587973 | 501c3 | $20,000 | $0 | Support | |
| Californians for Justice Education Fund | |||||||||
| 548 Market Street PMB 41203 | San Francisco | CA | 94104 | 943256009 | 501c3 | $75,000 | $0 | Support | |
| Community Action Organization of Western New York | |||||||||
| 45 Jewett Avenue Suite 150 | Buffalo | NY | 14214 | 160911473 | 501c3 | $12,500 | $0 | Support | |
| Community Partners co Just Equations | |||||||||
| PO Box 741265 | Los Angeles | CA | 90074 | 954302067 | 501c3 | $12,500 | $0 | Support | |
| Diverse Learners Cooperative | |||||||||
| 8011 Brooks Chapel Road Unit 3083 | Bentwood | TN | 37027 | 832190296 | 501c3 | $35,000 | $0 | Support | |
| Docs for Tots | |||||||||
| PO Box 741265 | Los Angeles | CA | 90074 | 562330690 | 501c3 | $15,000 | $0 | Support | |
| Education Reform Now | |||||||||
| 276 5th Avenue Suite 704 | New York | NY | 10001 | 203687838 | 501c3 | $7,000 | $0 | Support | |
| Education Resource Strategies Inc | |||||||||
| 480 Pleasant Street Suite C-200 | Westertown | MA | 02472 | 201978102 | 501c3 | $458,333 | $0 | Support | |
| Fund for Educational Excellence | |||||||||
| 800 N Charles Street Suite 400 | Baltimore | MD | 21201 | 521129402 | 501c3 | $33,125 | $0 | Support | |
| FUTURO Inc | |||||||||
| 2005 Wintergreen Way | Mount Juliet | TN | 37122 | 473783118 | 501c3 | $40,000 | $0 | Support | |
| Health Federation of Philadelphia | |||||||||
| 123 South Broad Street Suite 650 | Philadelphia | PA | 19109 | 232244355 | 501c3 | $20,000 | $0 | Support | |
| Hispanic Federation Inc | |||||||||
| 55 Exchange Place 5th Floor | New York | NY | 10005 | 133573852 | 501c3 | $12,500 | $0 | Support | |
| Identity | |||||||||
| 15800 Crabbs Branch Way Suite 300 | Rockville | MD | 20855 | 522120012 | 501c3 | $28,125 | $0 | Support | |
| Latinos for Education | |||||||||
| 300 South 1st Street 211 | San Jose | CA | 95113 | 812883649 | 501c3 | $35,400 | $0 | Support | |
| Learning Policy Institute | |||||||||
| 1530 Page Mill Road Suite 250 | Palo Alto | CA | 94304 | 472772048 | 501c3 | $7,000 | $0 | Support | |
| Migration Policy Institute | |||||||||
| 1275 K Street NW Suite 800 | Washington | DC | 20005 | 522279789 | 501c3 | $7,000 | $0 | Support | |
| Nashville Teacher Residency | |||||||||
| 1207 18th Avenue South 202 | Nashville | TN | 37212 | 471461324 | 501c3 | $30,000 | $0 | Support | |
| National Center for Learning Disabilities Inc | |||||||||
| 1220 L Street NW Suite 100 Box 168 | Washington | DC | 20005 | 132899381 | 501c3 | $7,000 | $0 | Support | |
| National Urban League Inc | |||||||||
| 80 Pine Street 9th Floor | New York | NY | 10005 | 131840489 | 501c3 | $7,000 | $0 | Support | |
| New York State Network for Youth Success Inc | |||||||||
| 415 River Street 2nd Floor | Troy | NY | 12180 | 133841114 | 501c3 | $12,500 | $0 | Support | |
| Prichard Committee for Academic Excellence | |||||||||
| 2285 Executive Drive | Lexington | KY | 40505 | 611026214 | 501c3 | $23,125 | $0 | Support | |
| Public Advocates Inc | |||||||||
| 131 Stuart Street Suite 300 | San Francisco | CA | 94105 | 237103042 | 501c3 | $75,000 | $0 | Support | |
| Rodel Foundation of Delaware | |||||||||
| 100 West 10th Street Suite 704 | Wilmington | DE | 19801 | 911944585 | 501c3 | $23,125 | $0 | Support | |
| SchoolHouse Connection | |||||||||
| 4401-A Connecticut Avenue NW 145 | Washington | DC | 20008 | 815042929 | 501c3 | $7,000 | $0 | Support | |
| Service Impact Respect | |||||||||
| 9141 Devereaux Drive | Denham Springs | LA | 70706 | 733875831 | 501c3 | $6,163 | $0 | Support | |
| Teach for America Inc | |||||||||
| 25 Broadway 12th Floor | New York | NY | 10004 | 133541913 | 501c3 | $30,000 | $0 | Support | |
| Teach Plus Incorporated | |||||||||
| 1 Beacon Street 15th Floor | Boston | MA | 02106 | 263849472 | 501c3 | $189,750 | $0 | Support | |
| Tennessee College Access & Success Network | |||||||||
| 1704 Charlotte Avenue Suite 200 | Nashville | TN | 37203 | 454475679 | 501c3 | $35,000 | $0 | Support | |
| Tennessee Disability Coalition | |||||||||
| 955 Woodland Street | Nashville | TN | 37206 | 621447320 | 501c3 | $30,000 | $0 | Support | |
| Tennessee Educators of Color Alliance | |||||||||
| 49 Peabody Street | Nashville | TN | 37210 | 814116061 | 501c3 | $10,000 | $0 | Support | |
| Tennessee Justice Center Inc | |||||||||
| PO Box 100187 | Nashville | TN | 37224 | 621630417 | 501c3 | $35,000 | $0 | Support | |
| The Children's Agenda | |||||||||
| 1 South Washington Street Suite 120 | Rochester | NY | 14614 | 201547478 | 501c3 | $10,000 | $0 | Support | |
| The New York Immigration Coalition | |||||||||
| 131 West 33rd Street Suite 610 | New York | NY | 10001 | 133573404 | 501c3 | $27,500 | $0 | Support | |
| TNTP Inc | |||||||||
| 500 7th Avenue 8th Floor | New York | NY | 10018 | 133850158 | 501c3 | $35,400 | $0 | Support | |
| UnidosUS | |||||||||
| 1126 16th Street NW Suite 700 | Washington | DC | 20036 | 860212873 | 501c3 | $7,000 | $0 | Support | |
| United Way of New York City | |||||||||
| 205 East 42nd Street 12th Floor | New York | NY | 10017 | 132617681 | 501c3 | $12,500 | $0 | Support | |
| Urban League of Greater Chattanooga Inc | |||||||||
| 401 E ML King Boulevard Suite 301 | Chattanooga | TN | 37403 | 581436933 | 501c3 | $40,000 | $0 | Support | |
| Urban League of Rochester NY Inc | |||||||||
| 265 N Clinton Avenue | Rochester | NY | 14605 | 160906150 | 501c3 | $12,500 | $0 | Support | |
| Young Invincibles | |||||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | 462214021 | 501c3 | $53,750 | $0 | Support | 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 41 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants are made to organizations for work and research being conducted at organizations and universities within the United States. Monitoring procedures include tracking expenditures, reporting on progess, and ensuring compliance with grant requirements. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Denise Forte | ||||||||||||||
| President & CEO | $471,915 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,400 | $0 | $495,315 | $0 | $0 | $0 |
| Wilfredo Del Pilar | ||||||||||||||
| Senior Vice President | $292,282 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,794 | $0 | $325,076 | $0 | $0 | $0 |
| Dia Bryant | ||||||||||||||
| Executive Director, ETNY | $240,587 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $33,516 | $0 | $274,103 | $0 | $0 | $0 |
| Christopher Nellum | ||||||||||||||
| Executive Director, ETW | $222,630 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $28,113 | $0 | $250,743 | $0 | $0 | $0 |
| Allison Socol | ||||||||||||||
| VP, P-12 Policy, Research & Practice | $199,435 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $30,592 | $0 | $230,027 | $0 | $0 | $0 |
| Amber Arellano | ||||||||||||||
| Executive Director, ETM | $208,737 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,129 | $0 | $223,866 | $0 | $0 | $0 |
| Claudia Lujan | ||||||||||||||
| Chief of Staff | $197,523 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,148 | $0 | $222,671 | $0 | $0 | $0 |
| Rachel Stalcup | ||||||||||||||
| Chief Development Officer | $198,406 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,945 | $0 | $214,351 | $0 | $0 | $0 |
| Lynn Jennings | ||||||||||||||
| Senior Director | $178,621 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $34,164 | $0 | $212,785 | $0 | $0 | $0 |
| Virginia Pupo-Walker | ||||||||||||||
| Executive Director, ETTN | $187,031 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,363 | $0 | $211,394 | $0 | $0 | $0 |
| Robin Harris | ||||||||||||||
| VP, Strategic Communications | $184,281 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,146 | $0 | $207,427 | $0 | $0 | $0 |
| Carol Hedgspeth | ||||||||||||||
| Deputy Director | $171,754 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $33,785 | $0 | $205,539 | $0 | $0 | $0 |
| Nicolle Grayson | ||||||||||||||
| VP, Strategic Communications | $169,995 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $29,323 | $0 | $199,318 | $0 | $0 | $0 |
| Brian Rivas | ||||||||||||||
| Senior Director | $173,516 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,637 | $0 | $195,153 | $0 | $0 | $0 |
| Kevin Chappell | ||||||||||||||
| Executive Writer | $158,612 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,233 | $0 | $181,845 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | 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, Section B, line 12c | The organization's conflict of interest policy is administered on an ongoing basis. All conflicts that arise are addressed expeditiously. |
| Form 990, Part VI, Section B, line 15a | The compensation for the President & CEO is established by the board 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 within the guidelines of the board-approved budget. |
| Form 990, Part VI, Section C, line 19 | Financial statements, operating policies, and governing documents are routinely requested as part of the grant application and award process. Grantors are provided with the annual Form 990 and annual audited financial statements as they become available. |
| Form 990, Part IX, line 11g | Consulting Services: Program service expenses 3,363,831. Management and general expenses 285,965. Fundraising expenses 43,551. Total expenses 3,693,347. Professional Services: Program service expenses 667,649. Management and general expenses 145,557. Fundraising expenses 20,530. Total expenses 833,736. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EdInnovations of DC Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 K Street NW Suite 200 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273195260 | EIN |
| Primary Activities | Educational | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |