2024-04-29T09:17:13-05:00 2023-08-31 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2022-09-01 061576405 EL EDUCATION INC ELED 2122394455 247 W 35TH STREET 8TH FLOOR NEW YORK NY 10001 SHERMAN CARTER CFO 2122394455 2024-04-29 1 SHERMAN CARTER 999009999 0 MARQUS WHITE P00053187 9734726250 2024-04-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHERMAN CARTER 247 W 35TH STREET 8TH FLOOR NEW YORK NY 10001 42828612 0 X WWW.ELEDUCATION.ORG X 2000 NY EL EDUCATION IS A LEADING K-12 NONPROFIT HELPING TO BUILD GREAT SCHOOLS IN DIVERSE COMMUNITIESACROSS AMERICA, FOCUSING ON A THREE-DIMENSIONAL VISION OF STUDENT ACHIEVEMENT THAT INCLUDES MASTERY OF KNOWLEDGE AND SKILLS, CHARACTER, AND HIGH-QUALITY STUDENT WORK. EL EDUCATION IS TRANSFORMING CLASSROOMS THROUGH ITS PUBLIC SCHOOL PARTNERSHIPS AND NATIONALLY RECOGNIZED RESOURCES, INCLUDING ITS LITERACY CURRICULUM, VIDEOS, AND BOOKS. 17 16 228 16 0 0 17660579 5942848 23440968 36203088 302275 448849 54671 82402 41458493 42677187 0 0 0 0 18357503 27695399 0 0 1660035 14980141 17898266 33337644 45593665 8120849 -2916478 36539179 35291647 4252861 5925645 32286318 29366002 X EL EDUCATION IS A LEADING K-12 NONPROFIT HELPING TO BUILD GREAT SCHOOLS IN DIVERSE COMMUNITIES ACROSS AMERICA, FOCUSING ON A THREE-DIMENSIONAL VISION OF STUDENT ACHIEVEMENT THAT INCLUDES MASTERY OF KNOWLEDGE AND SKILLS, CHARACTER, AND HIGH-QUALITY STUDENT WORK. EL EDUCATION IS TRANSFORMING CLASSROOMS THROUGH ITS PUBLIC-SCHOOL PARTNERSHIPS AND NATIONALLY RECOGNIZED RESOURCES, INCLUDING ITS LITERACY CURRICULUM, VIDEOS, AND BOOKS. 0 0 13026063 16460724 CURRICULUM DESIGN & PRODUCTIONCREATION OF NEW AND REVISED LESSON PLANS AND SUPPORT DOCUMENTATION FORGRADES K-8. 10432167 8636082 SCHOOL CONTRACTSOUR NATIONAL NETWORK PARTNERS IMPLEMENT RESEARCH-BASED PRACTICES THAT MAKE UP THE EL EDUCATION MODEL. THESE PRACTICES ADDRESS EVERY ASPECT OF A SCHOOL'S INSTRUCTIONAL PROGRAM, CULTURE, AND LEADERSHIP. IT'S A COMPREHENSIVE APPROACH THAT FOSTERS COHESION, CONSISTENCY, AND A COMMON VISION. OUR NETWORK PARTNERS ENGAGE IN MULTI-YEAR EL PARTNERSHIPS DESIGNED TO PERMANENTLY SHIFT INSTRUCTION, ASSESSMENT, AND SCHOOL CULTURE. THESE PARTNERSHIPS PROVIDE TARGETED PROFESSIONAL DEVELOPMENT FOR BOTH TEACHERS AND LEADERS, WITH PERSONALIZED COACHING AND LASTING SCHOOL STRUCTURES. 8199791 10109091 CURRICULUM DELIVERYEL EDUCATION ALSO ENGAGES IN PROFESSIONAL DEVELOPMENT PARTNERSHIPS WITH SCHOOLS, DISTRICTS AND STATES IN IMPLEMENTATION OF OUR TOP-RATED ENGLISH LANGUAGE ARTS CURRICULUM. THROUGH INTEGRATION OF OUR TEACHER-DEVELOPED CURRICULUM, HIGH QUALITY PROFESSIONAL LEARNING AND ON-THE-GROUND COACHING SERVICES, OUR PARTNERSHIPS TRANSFORM TEACHER PRACTICE AND IMPROVE STUDENT ACHIEVEMENT. 4055961 997191 4055961 997191 35713982 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 317 0 1 228 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 AZ AL DE CA CO CT DC FL GA IN IL KS LA MA MD ME MI MN NJ NC ND NH WY NY OH OK OR PA TX SC TN UT VA WA WI WV X ANDREW DEMERS 2122394455 247 W 35TH STREET 8TH FLOOR NEW YORK NY 10001 R BRUCE RICH CHAIRPERSON 1.00 X 0 0 0 TRACEY RIESE VICE CHAIRPERSON 1.00 X 0 0 0 TODD GOMEZ TREASURER 1.00 X 0 0 0 JEWELLE BICKFORD DIRECTOR 1.00 X 0 0 0 JEAN-CLAUDE BRIZARD DIRECTOR 1.00 X 0 0 0 SUSAN WOLF DITKOFF DIRECTOR 1.00 X 0 0 0 CARL S EVANDER STARTING 11723 DIRECTOR 1.00 X 0 0 0 CAMILLE A FARRINGTON DIRECTOR 1.00 X 0 0 0 ALLEN GROSSMAN DIRECTOR 1.00 X 0 0 0 ALFRED ZOLLAR DIRECTOR 1.00 X 0 0 0 IRWIN W SILVERBERG DIRECTOR 1.00 X 0 0 0 ALEXANDRA BUCKLEY VORIS DIRECTOR 1.00 X 0 0 0 HARRIET L WEISSMAN DIRECTOR 1.00 X 0 0 0 SUSAN J WILEN DIRECTOR 1.00 X 0 0 0 VIRGINIA HILL WORDEN DIRECTOR 1.00 X 0 0 0 JOANNE K ZIESING DIRECTOR 1.00 X 0 0 0 DAVID SCOTT HARTL PRESIDENT/CEO 40.00 X 438719 0 35354 SHERMAN CARTER CHIEF FINANCIAL OFFICER 40.00 X 216777 0 1501 MEGHAN MCCORMICK SECRETARY / MANGAING DIRECTOR, DEVELOPMENT 40.00 X 162642 0 28725 AMY BAILEY UNTIL 123122 CHIEF CONTENT OFFICER 40.00 X 313136 0 13299 RON BERGER SENIOR ADVISOR, TEACHING & LEARNING 40.00 X 175863 0 30502 CHRISTINA BROWN CHIEF PARTNERSHIP OFFICER 40.00 X 213614 0 12956 ANDREW DEMERS MANAGING DIR ACCOUNTING & FINANCE 40.00 X 156332 0 36838 DERRICK JOHNSON UNTIL 6723 CHIEF OF STAFF 40.00 X 186205 0 7212 BETH MILLER UNTIL 83122 CHIEF KNOWLEDGE OFFICER 40.00 X 177122 0 21850 REBECCA GOSSELIN MANAGING DIR GROWTH 40.00 X 161894 0 9262 SIDNEY KLEIN MANAGING DIR DEVELOPMENT 40.00 X 144845 0 35243 KATHYRN KLOPP MANAGING DIR CREATIVE 40.00 X 164285 0 14180 SHANTA LIGHTFOOT MANAGING DIR PARTNERSHIPS 40.00 X 145002 0 17593 MICHAEL RYAN MAXWELL MANAGING DIR PARTNERSHIPS 40.00 X 139890 0 35910 2796326 0 300425 15 1 1 0 SCRIBECONCEPTSCOM 1508 MAYMONT COURT CHARLOTTESVILLE VA 22902 CURRICULUM MARKETING/DISTRIBUTION 1361198 SHERATON GRAND CHICAGO RIVERWALK 301 E NORTH WATER ST CHICGAO IL 60611 CONVENTION & LODGING SERVICES 828393 IDOL LLC 1847 BLACKWATER DR MARIETTA GA 30066 ELEARNING DESIGN & DEVELOPMENT 757500 TYPECODE 20 JAY ST SUITE 924 BROOKLYN NY 11201 WEBSITE DESIGN & DEVELOPMENT 517823 HELIX SYSTEMS INC 260 WEST 36TH STREET NEW YORK NY 10018 IT SUPPORT MANAGEMENT 414616 19 5942848 5942848 SCHOOL CONSULTING AND PRODUCT REV 900099 36203088 36203088 36203088 470274 470274 130000 151425 -21425 -21425 -21425 OTHER INCOME 900099 82402 82402 82402 42677187 36203088 0 531251 X 2051674 728367 927987 395320 20641066 16811586 3242279 587201 208482 59027 96273 53182 3052092 2441672 456569 153851 1742085 1361878 313406 66801 318874 189940 110184 18750 131218 52076 79142 58338 58338 10625538 8382314 2057708 185516 380912 294419 70001 16492 3352349 3016373 291274 44702 1427316 1250412 110072 66832 148787 115002 27343 6442 MISCELLANEOUS 1003086 775318 184338 43430 BOOKS PROFESSIONAL DEVE 295961 235598 38847 21516 BAD DEBT EXPENSE 155887 155887 45593665 35713982 8219648 1660035 652313 5588750 20299932 9033269 3667548 3210048 7672229 13181021 1108140 986104 1629616 1402512 231561 227104 2907456 3065351 36539179 35291647 2714937 3034429 1537924 2891216 4252861 5925645 X 25992348 23213793 6293970 6152209 32286318 29366002 36539179 35291647 X -2916478 175352 -179190 X 0 1 X 1 0 X 8675610 3028817 12445700 17660579 5942847 47753553 8675610 3028817 12445700 17660579 5942847 47753553 13797141 33956412 315841 238914 122829 319948 470274 1467806 84987 116428 36372 54671 82402 374860 49596219 115174583 0.68470 0.66510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2280462 287942 2568404 2988473 -708011 2280462 2988473 554931 554931 2988473 2988473 136955 136955 2988473 0.33000 0.67000 0 0 277836 277836 0 1243529 1016425 227104 108251 108251 0 227104 X 42852539 175352 175352 42677187 0 42677187 45772855 179190 179190 45593665 0 45593665 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND NEW YORK STATE NOT-FOR-PROFIT CORPORATION LAW, RESPECTIVELY, AND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT HAS DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT THE STATEMENT OF FINANCIAL POSITION DATE AND NO INTEREST OR PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS HAVE BEEN RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION TIMELY FILES FEDERAL FORM 990 ANNUALLY AND NEW YORK STATE ANNUAL REPORTS AS REQUIRED. THE ORGANIZATION'S FILING YEARS PRIOR TO AUGUST 31, 2019 ARE NO LONGER SUBJECT TO EXAMINATION. NO RETURNS OR REGISTRATIONS ARE PRESENTLY UNDER EXAMINATION BY THE RELEVANT AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ALLOWANCE 179,190. SCHEDULE D, PAGE 2, PART V , QUESTION 4 THE ORGANIZATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED TO PROVIDE FINANCIAL SUPPORT TO THE OPERATIONS OF THE ORGANIZATION. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS INTERPRETED THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("NYPMIFA") AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE ORGANIZATION CLASSIFIES THOSE NET ASSETS WITH DONOR RESTRICTIONS THAT ARE PERPETUAL IN NATURE AS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN NET ASSETS WITH DONOR RESTRICTIONS THAT ARE PERPETUAL IN NATURE IS CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS THAT ARE TEMPORARY IN NATURE UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ORGANIZATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY NYPMIFA. IN ACCORDANCE WITH NYPMIFA, THE ORGANIZATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: (1) THE DURATION AND PRESERVATION OF THE FUND (2) THE PURPOSES OF THE ORGANIZATION AND THE DONOR-RESTRICTED ENDOWMENT FUND (3) GENERAL ECONOMIC CONDITIONS (4) THE POSSIBLE EFFECT OF INFLATION AND DEFLATION (5) THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS (6) OTHER RESOURCES OF THE ORGANIZATION (7) THE INVESTMENT POLICIES OF THE ORGANIZATION X X X 1 1 0 0 0 0 0 0 0 DAVID SCOTT HARTL PRESIDENT/CEO 349319 0 75000 0 14400 0 14383 0 20971 0 474073 0 0 0 SHERMAN CARTER CHIEF FINANCIAL OFFICER 216777 0 0 0 0 0 0 0 1501 0 218278 0 0 0 MEGHAN MCCORMICK SECRETARY / MANGAING DIRECTOR, DEVEL 162642 0 0 0 0 0 0 0 28725 0 191367 0 0 0 AMY BAILEY UNTIL 123122 CHIEF CONTENT OFFICER 214534 0 0 0 98602 0 10662 0 2637 0 326435 0 0 0 RON BERGER SENIOR ADVISOR, TEACHING & LEARNING 175863 0 0 0 0 0 9039 0 21463 0 206365 0 0 0 CHRISTINA BROWN CHIEF PARTNERSHIP OFFICER 213614 0 0 0 0 0 10793 0 2163 0 226570 0 0 0 ANDREW DEMERS MANAGING DIR ACCOUNTING & FINANCE 156332 0 0 0 0 0 8187 0 28651 0 193170 0 0 0 DERRICK JOHNSON UNTIL 6723 CHIEF OF STAFF 164049 0 22156 0 0 0 0 0 7212 0 193417 0 0 0 BETH MILLER UNTIL 83122 CHIEF KNOWLEDGE OFFICER 141753 0 0 0 35369 0 7231 0 14619 0 198972 0 0 0 REBECCA GOSSELIN MANAGING DIR GROWTH 161894 0 0 0 0 0 8095 0 1167 0 171156 0 0 0 SIDNEY KLEIN MANAGING DIR DEVELOPMENT 143845 0 1000 0 0 0 7139 0 28104 0 180088 0 0 0 KATHYRN KLOPP MANAGING DIR CREATIVE 164285 0 0 0 0 0 4200 0 9980 0 178465 0 0 0 SHANTA LIGHTFOOT MANAGING DIR PARTNERSHIPS 145002 0 0 0 0 0 7195 0 10398 0 162595 0 0 0 MICHAEL RYAN MAXWELL MANAGING DIR PARTNERSHIPS 139890 0 0 0 0 0 7365 0 28545 0 175800 0 0 0 X 5000 429330 FMV 0 1 1 FORM 990, PART VI, SECTION A, LINE 8B ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS THE MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN DURING THE YEAR BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WILL BE DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW PRIOR TO THE SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION: UPON HIRE ALL EMPLOYEES SIGN DISCLOSURE STATEMENTS DESCRIBING ANY OUTSIDE ACTIVITIES. STATEMENTS OF DISCLOSURE ARE REVIEWED BY THE COO AND IF THERE IS ANY POTENTIAL/REAL CONFLICT IT IS RAISED TO THE PRESIDENT. ANY ISSUES WITH CONFLICT OF INTEREST IS PRESENTED TO THE ADMINISTRATIVE TEAM OR BOARD OF TRUSTEES FOR RESOLUTION. EFFECTIVE 7/01/21, DISCLOSURES ARE ALSO REVIEWED BY HR. FORM 990, PART VI, SECTION B, LINE 15A SALARY COMPENSATION IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. IN DETERMINING COMPENSATION, THE EXECUTIVE COMMITTEE WILL REFER TO PUBLISHED SALARY SURVEYS AND INDEPENDENT RESEARCH AS DEEMED NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 CURRENTLY THE 990 IS MADE AVAILABLE THROUGH CHARITY NAVIGATOR AND GUIDESTAR WEBSITES. THE ANNUAL AUDIT IS ON THE EL EDUCATION WEBSITE. DONORS ARE PROVIDED HARD COPIES UPON REQUEST. FORM 990, PART IX, LINE 11G SCHOOL SUBSIDY, STIPENDS & HONORARIUMS: PROGRAM SERVICE EXPENSES 846,777. MANAGEMENT AND GENERAL EXPENSES 130. FUNDRAISING EXPENSES 5,000. TOTAL EXPENSES 851,907. WRITERS, COPY EDITORS, PROOFREADERS, CONTENT MANAGERS, DESIGN: PROGRAM SERVICE EXPENSES 3,924,828. MANAGEMENT AND GENERAL EXPENSES 488. FUNDRAISING EXPENSES 360. TOTAL EXPENSES 3,925,676. SCHOOL COACHES /FACILITATORS/TRAINERS: PROGRAM SERVICE EXPENSES 2,074,241. MANAGEMENT AND GENERAL EXPENSES 12,450. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,086,691. WEBSITE & IT SERVICES: PROGRAM SERVICE EXPENSES 749,123. MANAGEMENT AND GENERAL EXPENSES 1,344,273. FUNDRAISING EXPENSES 2,742. TOTAL EXPENSES 2,096,138. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 787,345. MANAGEMENT AND GENERAL EXPENSES 700,367. FUNDRAISING EXPENSES 177,414. TOTAL EXPENSES 1,665,126. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE -179,190.