2024-09-19T11:56:55-05:00 2023-12-31 431985162 SMITH SULLIVAN & BROWN PC 80 FLANDERS ROAD SUITE 302 WESTBOROUGH MA 01581 990 2023-01-01 201978102 EDUCATION RESOURCE STRATEGIES INC EDUC 6176078000 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 RENEE HARPER CHIEF FINANCIAL OFFICER 6176078000 2024-09-19 1 0 SANDRA M BROWN CPA P01614103 5088717178 2024-09-11 2023 2024-08-08 14:25:15Z RENEE HARPER 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 22873606 0 X WWW.ERSTRATEGIES.ORG X 2005 MA DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING. 9 9 106 0 0 0 4166659 8525624 7150603 9127387 -4614 261350 57733 15550 11370381 17929911 50000 125000 0 0 9664930 12046374 0 0 281534 3643657 4503009 13358587 16674383 -1988206 1255528 18474705 21719071 6036249 7115041 12438456 14604030 X ERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING. 0 0 9805338 125000 8987637 CONSULTING:ERS' GOAL IS TO CHANGE THE WAY TIME, PEOPLE AND MONEY ARE USED IN URBAN EDUCATION SO THAT ALL STUDENTS RECEIVE THE SUPPORT THEY NEED TO SUCCEED. WE WORK WITH LARGE URBAN SCHOOL SYSTEMS TO TRANSFORM THEIR RESOURCE USE TO DRAMATICALLY IMPROVE STUDENT LEARNING. ERS HAS DEVELOPED A VISION FOR HOW SCHOOLS CAN STRATEGICALLY MANAGE THEIR RESOURCES TO SUPPORT STUDENTS, AND HOW SCHOOL SYSTEMS CAN ORGANIZE TO SUPPORT SCHOOLS IN THESE EFFORTS. WE WORK HAND-IN-HAND WITH DISTRICTS TO IMPLEMENT SOLUTIONS THAT ENABLE SCHOOL SYSTEMS TO REALIZE THIS TRANSFORMATION. IN ADDITION, WE HAVE BEGUN WORKING WITH STATES AROUND ON HOW THEY CAN SUPPORT THEIR DISTRICTS IN TRANSFORMATION. 4595711 155300 FIELD BUILDINGKNOWLEDGE AND RESEARCH:ERS IS THE ONLY ORGANIZATION WITH MORE THAN 10 YEARS' EXPERIENCE WORKING WITH THE LARGEST URBAN SCHOOL SYSTEMS IN THE COUNTRY IN THE AREA OF STRATEGIC RESOURCE ALLOCATION. WE HAVE WORKED WITH MORE THAN 20 SCHOOL SYSTEMS NATIONWIDE TO INTRODUCE INNOVATIVE AND EFFECTIVE SOLUTIONS. ERS IS COMMITTED TO DISSEMINATING THE KNOWLEDGE GAINED FROM OUR EXPERIENCE AND RESEARCH BY PROVIDING INFORMATION DIRECTLY TO DISTRICT LEADERS, PARTNERING WITH NATIONAL ORGANIZATIONS TO GET THE WORD OUT, AND CONVENING THOUGHT LEADERS AND PRACTITIONERS.TOOLS AND TRAINING:ERS HAS DEVELOPED A COLLECTION OF RESOURCES AND TOOLS TO AID DISTRICTS AND SCHOOLS TO IDENTIFY AREAS OF UNINTENTIONAL "MISALIGNMENT', WHERE SPENDING PATTERNS DO NOT ACTUALLY SUPPORT STRATEGIC GOALS THAT WILL LEAD TO HIGH PERFORMING SCHOOLS. VARIOUS TOOLS ARE AVAILABLE TO SUPPORT DISTRICT LEADERS IN BOTH GETTING A QUICK OVERVIEW OF RESOURCE ALLOCATION CHALLENGES AND IN CONDUCTING IN-DEPTH ANALYSIS USING ACTUAL DISTRICT AND SCHOOL-LEVEL DATA. SOME ARE AVAILABLE TO DOWNLOAD FROM THE ERS WEBSITE AT NO COSTS. IN ADDITION, ERS IS BEGINNING TO OFFER DIRECT SUPPORT TO HELP SCHOOL AND DISTRICT LEADERS, AND THOSE WHO SUPPORT THEM, TO MAKE EFFECTIVE USE OF OUR TOOLS TO CREATE LOCAL CHANGE. 14401049 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 106 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MA NY X X KAREN H MILES CHIEF EXECUTIVE OFFICER 6176078000 480 PLEASANT STREET SUITE C-200 WATERTOWN MA 02472 MARCIA BLENKO DIRECTOR 1.00 X 0 0 0 DESMOND BLACKBURN DIRECTOR 1.00 X 0 0 0 PETER C GORMAN DIRECTOR 1.00 X 0 0 0 ELLEN GUINEY DIRECTOR 1.00 X 0 0 0 MONICA HIGGINS DIRECTOR 1.00 X 0 0 0 IRVIN LEON SCOTT DIRECTOR 1.00 X 0 0 0 ANN CLARK DIRECTOR 1.00 X 0 0 0 JEAN-CLAUDE BRIZARD DIRECTOR 1.00 X 0 0 0 KIRA ORANGE JONES DIRECTOR 1.00 X 0 0 0 JONATHAN TRAVERS PRESIDENT/MANAGING PARTNER 45.00 X 285387 0 35843 KAREN BAROODY PARTNER/MANAGING DIRECTOR 45.00 X 144230 0 7211 KAREN H MILES CHIEF EXECUTIVE OFFICER 32.00 X 231737 0 25978 RENEE HARPER CHIEF FINANCIAL OFFICER 45.00 X 206293 0 11302 GREG HILLS COO/MANAGING PARTNER 45.00 X 94835 0 177 BETTY CHANG MANAGING PARTNER 45.00 X 215426 0 33734 DAVID ROSENBERG PARTNER 45.00 X 264923 0 8108 ANGELA KING SMITH PARTNER 45.00 X 243079 0 21217 JOSEPH J TRAWICK-SMITH PARTNER 45.00 X 230686 0 23852 VENTURA RODRIGUEZ PARTNER 45.00 X 245519 0 6884 EMILY PARFIT PARTNER 45.00 X 193360 0 10591 2355475 0 184897 12 0 1 0 RJD EDUCATION SOLUTIONS 2918 N SHEFFIELD AVE APT 4N CHICAGO IL 60657 PROGRAM CONSULTING 200618 GREEN RIVER DATA ANALYSIS LLC 167 MAIN STREET BRATTLEBORO VT 05301 SOFTWARE DEVELOPMENT 176500 RUSSELL REYNOLDS ASSOCIATION 277 PARK AVENUE SUITE 3800 NEW YORK NY 10172 RECRUITMENT SERVICES 121262 3 8525624 8525624 CONTRACT SERVICE REVENUE 611710 8987637 8987637 LICENSING INCOME 611710 139750 139750 9127387 354609 354609 4850436 4943695 -93259 -93259 -93259 MISCELLANEOUS 900099 15550 15550 15550 17929911 9142937 0 261350 125000 125000 1323732 853527 335391 134814 9225517 8555115 579410 90992 233030 212878 20152 487216 428329 58814 73 776879 677278 85141 14460 9717 4871 4750 96 33438 33438 99965 99965 1235437 848246 381280 5911 807295 682268 113030 11997 894812 769151 110471 15190 453697 427398 24318 1981 36843 31669 4549 625 372119 364990 5193 1936 54861 47157 6773 931 PROFESSIONAL DEVELOPMEN 414079 362600 49145 2334 MISCELLANEOUS 50103 10572 39337 194 BAD DEBT EXPENSE 40643 40643 16674383 14401049 1991800 281534 189500 2154924 3861 3862 87500 2775659 3985208 321893 259185 9162913 8112565 784518 1050348 9388308 10134738 4923466 4130806 18474705 21719071 592276 1989015 368873 429493 5075100 4696533 6036249 7115041 X 10637281 9800283 1801175 4803747 12438456 14604030 18474705 21719071 1255528 910045 0 X 0 1 X 1 0 X 10674420 11485861 9703176 10999059 17513261 60375777 10674420 11485861 9703176 10999059 17513261 60375777 17218719 43157058 284178 260303 291977 320233 354609 1511300 8729 10555 15550 34834 61921911 476012 0.69700 0.68520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2021 AMOUNT: $ 8,729. 2022 AMOUNT: $ 10,555. 2023 AMOUNT: $ 15,550. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7841570 940234 2810514 5971290 9067814 -1226244 7841570 6423259 1921644 722911 9067814 1.00000 0.00000 0.00000 0 0 309711 270449 39262 377852 323289 54563 8475350 7518827 956523 1050348 SECURITY DEPOSIT 88000 RIGHT OF USE ASSET, OPERATING LEASE 3974311 RIGHT OF USE ASSET, FINANCE LEASE 68495 4130806 OPERATING LEASE LIABILITY 4627000 FINANCE LEASE LIABILITY 69533 4696533 18739991 910045 910045 17829946 99965 99965 17929911 16574417 0 16574417 99965 99965 16674382 PART V, LINE 4: LONG TERM SUPPORT FOR OPERATIONS 1 EDUCATION TRUST 1250 H STREET NW SUITE 700 WASHINGTON DC 20005 521982223 501(C)3 125000 0 PROGRAM SUPPORT 1 PART I, LINE 2: SUBGRANTS ARE GOVERNED BY FORMAL AGREEMENTS THAT CLEARLY OUTLINE THE RECIPIENT'S ROLE AND RESPONSIBILITIES RELATED TO GRANT FUNDS. ERS MANAGEMENT IS IN REGULAR COMMUNICATION WITH SUBGRANT RECIPIENTS TO ENSURE TERMS OF THE AGREEMENT ARE BEING FOLLOWED. X X X 0 0 0 0 0 0 0 0 0 JONATHAN TRAVERS PRESIDENT/MANAGING PARTNER 285387 0 0 0 0 0 14708 0 21135 0 321230 0 0 0 DAVID ROSENBERG PARTNER 264923 0 0 0 0 0 6719 0 1389 0 273031 0 0 0 ANGELA KING SMITH PARTNER 243079 0 0 0 0 0 6750 0 14467 0 264296 0 0 0 KAREN H MILES CHIEF EXECUTIVE OFFICER 231737 0 0 0 0 0 11687 0 14291 0 257715 0 0 0 JOSEPH J TRAWICK-SMITH PARTNER 230686 0 0 0 0 0 10650 0 13202 0 254538 0 0 0 VENTURA RODRIGUEZ PARTNER 245519 0 0 0 0 0 6188 0 696 0 252403 0 0 0 BETTY CHANG MANAGING PARTNER 215426 0 0 0 0 0 11250 0 22484 0 249160 0 0 0 RENEE HARPER CHIEF FINANCIAL OFFICER 206293 0 0 0 0 0 10375 0 927 0 217595 0 0 0 EMILY PARFIT PARTNER 193360 0 0 0 0 0 9657 0 934 0 203951 0 0 0 KAREN BAROODY PARTNER/MANAGING DIRECTOR 144230 0 0 0 0 0 0 0 7211 0 151441 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD PRIOR TO FILING AND WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ON A PERIODIC BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.