2026-05-05T12:46:27-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2024-07-01 263185485 ENTREPRENEURIAL VENTURES IN EDUCATION INC ENTR 6178181959 1001 MARINA DRIVE 410 QUINCY MA 02171 EARL MARTIN PHALEN FOUNDER 6178181959 2026-05-05 1 1 ANDREW SMITH CPA P01518894 3096714500 2026-04-24 2024 2025-03-06 01:10:19Z EARL MARTIN PHALEN 1001 MARINA DRIVE 410 QUINCY MA 02171 11007254 0 X WWW.SUMMERADVANTAGE.ORG X 2009 MA TO PROVIDE SERVICES TO IMPROVE THE EDUCATIONAL PERFORMANCE AND INCREASE THE LIFE ASPIRATIONS OF CHILDREN WHO ARE LIVING IN UNDERPRIVILEDGED COMMUNITIES AND ARE CURRENTLY UNDER-PERFORMING. TO PROVIDE DIRECT EDUCATIONAL SERVICES, SUCH AS SUMMER LEARNING PROGRAMS. TO WORK WITH ORGANIZATIONS TO RAISE THE ACADEMIC ACHIEVEMENTS AND LIFE OPPORTUNITIES OF CHILDREN. TO WORK WITH PARENTS TO INCREASE THEIR ENGAGEMENT IN THE EDUCATIONAL SUCCESS OF THEIR CHILDREN; AND TO ENGAGE IN OTHER EDUCATIONAL AND CHARITABLE ACTIVITIES RELATED TO THE FOREGOING ACTIVITIES AND PURPOSES. 4 4 474 0 0 0 711329 920131 14046203 10083163 4 3960 0 0 14757536 11007254 0 0 0 0 14575902 14533679 0 0 1916624 2737641 2859454 17313543 17393133 -2556007 -6385879 16192003 7883812 18891430 16969118 -2699427 -9085306 X TO PROVIDE SERVICES TO IMPROVE THE EDUCATIONAL PERFORMANCE AND INCREASE THE LIFE ASPIRATIONS OF CHILDREN WHO ARE LIVING IN UNDERPRIVILEDGED COMMUNITIES AND ARE CURRENTLY UNDER-PERFORMING. TO PROVIDE DIRECT EDUCATIONAL SERVICES, SUCH AS SUMMER LEARNING PROGRAMS. TO WORK WITH ORGANIZATIONS TO RAISE THE ACADEMIC ACHIEVEMENTS AND LIFE OPPORTUNITIES OF CHILDREN. TO WORK WITH PARENTS TO INCREASE THEIR ENGAGEMENT IN THE EDUCATIONAL SUCCESS OF THEIR CHILDREN; AND TO ENGAGE IN OTHER EDUCATIONAL AND CHARITABLE ACTIVITIES RELATED TO THE FOREGOING ACTIVITIES AND PURPOSES. 0 0 13933086 10083163 TO PROVIDE SERVICES TO IMPROVE THE EDUCATIONAL PERFORMANCE AND INCREASE THE LIFE ASPIRATIONS OF CHILDREN WHO ARE LIVING IN UNDERPRIVILEGED COMMUNITIES AND ARE CURRENTLY UNDER-PERFORMING. 13933086 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 474 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X EVA SPILKER 4105983087 1001 MARINA DRIVE QUINCY MA 02171 JIM PHALEN DIRECTOR 5.00 X 0 0 0 DR FERNANDO REIMERS DIRECTOR 5.00 X 0 0 0 EARL MARTIN PHALEN PRESIDENT/CEO 40.00 1.00 X X 0 0 0 STEVEN TUCKER DIRECTOR - DEVELOPMENT 5.00 X 0 0 0 NICOLE SCOTT GENERAL COUNSEL 40.00 X 198836 0 44 ELIZABET GARZA VP OF LEADER DEVELOPMENT 40.00 X 148907 0 931 TARSHA CALLOWAY CHIEF ADVANCEMENT OFFICER 40.00 X 224370 0 19470 RUIQUAN JIN CHIEF STRATEGY & DEV OFFIC 40.00 X 207720 0 6613 JAVIER DIMAS VP OF OPERATIONS & ENROLLMENT 40.00 X 126249 0 8893 ANDREA ROBINSON CHIEF ACADEMIC OFFICER 40.00 X 193966 0 44 EVA SPILKER CHIEF FINANCIAL OFFICER 40.00 X 277425 0 16723 AMBER DECKARD PRESIDENT - SUMMER ADVANTAGE 40.00 X 171539 0 19470 TAMARA BURNS REGIONAL DIRECTOR 40.00 X 126375 0 0 STEPHANIE GLENN REGIONAL DIRECTOR 40.00 X 127462 0 44 ERICKA ANDERSON REGIONAL DIRECTOR 40.00 X 114527 0 6613 CATHERINE KENDRICK DIRECTOR OF HR SCHOOLS 40.00 X 111040 0 7517 ANNELISE THURBER DIRECTOR OF DATA & ACCOUNTABILITY 40.00 X 122393 0 7722 2150809 0 94084 22 0 1 0 EDOPS 1611 CONNECTICUT AVE NW STE 20 WASHINGTON DC 20009 BUSINESS MANAGEMENT CONSULTING 295699 1 920131 920131 MANAGEMENT FEES 611110 9232794 9232794 OPERATOR REVENUE 611110 850369 850369 10083163 3960 3960 11007254 10083163 0 3960 X 1770864 1416690 177087 177087 11199289 8855321 997142 1346826 580966 459546 51931 69489 982560 778120 88906 115534 107284 85720 10943 10621 13061 10436 1332 1293 944063 754306 96295 93462 122884 98184 12534 12166 269667 219511 25452 24704 52089 42030 5104 4955 361214 289110 36590 35514 10477 8371 1069 1037 93383 74613 9525 9245 FIELD TRIPS AND EVENTS 346624 346624 CURRICULUM DEVELOPMENT 179473 179473 MATERIALS & SUPPLIES 135334 119708 7930 7696 STAFF RECRUITMENT 115801 115801 108100 79522 21583 6995 17393133 13933086 1543423 1916624 679404 216964 1588103 1103245 29375 21705 13895121 6541898 16192003 7883812 2038569 2577436 1095756 888340 15757105 13503342 18891430 16969118 X -2699427 -9097381 12075 -2699427 -9085306 16192003 7883812 -6385879 0 X X 0 1 X 1 0 X 4615429 2734620 3450005 711329 920131 12431514 4615429 2734620 3450005 711329 920131 12431514 5502540 6928974 593 385 33 4 3960 4975 12436489 55766142 0.55710 0.58630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ACCOUNTS RECEIVABLE - RELATED PARTY 6541898 6541898 ACCOUNTS PAYABLE - RELATED PARTY 13503342 13503342 X 11231915 224661 224661 11007254 0 11007254 17617794 224661 224661 17393133 0 17393133 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. CURRENTLY, THE ORGANIZATION HAS NO OBLIGATION FOR ANY UNRELATED BUSINESS INCOME TAX. 0 0 0 0 0 0 0 0 0 EVA SPILKER CHIEF FINANCIAL OFFICER 277175 0 250 0 0 0 0 0 16723 0 294148 0 0 0 TARSHA CALLOWAY CHIEF ADVANCEMENT OFFICER 224120 0 250 0 0 0 0 0 19470 0 243840 0 0 0 RUIQUAN JIN CHIEF STRATEGY & DEV OFFIC 207470 0 250 0 0 0 0 0 6613 0 214333 0 0 0 NICOLE SCOTT GENERAL COUNSEL 198586 0 250 0 0 0 0 0 44 0 198880 0 0 0 ANDREA ROBINSON CHIEF ACADEMIC OFFICER 193716 0 250 0 0 0 0 0 44 0 194010 0 0 0 AMBER DECKARD PRESIDENT - SUMMER ADVANTAGE 171289 0 250 0 0 0 0 0 19470 0 191009 0 0 0 EARL MARTIN PHALEN FOUNDER WORKING CAPITAL X 498000 37340 0 1 1 EARL MARTIN PHALEN FOUNDER WORKING CAPITAL X 925000 851000 0 1 1 888340 FORM 990, PART VI, SECTION A, LINE 2 EARL AND JIM PHALEN ARE BOTH MEMBERS OF THE BOARD OF DIRECTORS AND ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT OF THE BOARD REVIEWS THE IRS FORM 990 WITH THE PREPARER AND PROVIDES A COPY TO ALL BOARD MEMBERS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, OFFICERS, KEY EMPLOYEES ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. ALL POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO LEGAL COUNSEL TO REVIEW AND DETERMINE IF A CONFLICT DOES EXIST. IF A CONFLICT IS DETERMINED, THE CEO WILL REVIEW. LEGAL COUNSEL CONTINUES TO MONITOR CONFLICTS AND WILL BRING POTENTIAL ISSUES TO THE CEO FOR FURTHER REVIEW. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS DURING THE BUDGET APPROVAL PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE AT THE MASSACHUSETTS SECRETARY OF STATE WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 754,306. MANAGEMENT AND GENERAL EXPENSES 96,295. FUNDRAISING EXPENSES 93,462. TOTAL EXPENSES 944,063. FORM 990, PART IX, LINE 24E MISCELLANEOUS: PROGRAM SERVICE EXPENSES 50,073. MANAGEMENT AND GENERAL EXPENSES 5,809. FUNDRAISING EXPENSES 5,637. TOTAL EXPENSES 61,519. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 29,449. MANAGEMENT AND GENERAL EXPENSES 1,399. FUNDRAISING EXPENSES 1,358. TOTAL EXPENSES 32,206. CREDIT LOSSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,375. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,375. FROM 990, PART XII, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PHALEN LEADERSHIP ACADEMIES INC 2323 N ILLINOIS ST INDIANAPOLIS IN 46208 364729586 EDUCATION IN 501(C)3 LINE 2 0 PLA UNIVERSITY INC 2323 N ILLINOIS ST INDIANAPOLIS IN 46208 880818946 WORKFORCE DEVELOPMENT JOB TRAINING PROGRAM HELPING ADULTS (18 AND OLDER) IN 501(C)3 LINE 2 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 PHALEN LEADERSHIP ACADEMY P 2349003 CASH PHALEN LEADERSHIP ACADEMY E 9044209 CASH PHALEN LEADERSHIP ACADEMY D 330833 CASH PLA UNIVERSITY INC D 1483083 CASH