2025-05-22T11:55:51-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990 2024-07-01 942760764 EDUCATION TRAINING AND RESEARCH ASSOCIATES EDUC 8314384060 500 WESTRIDGE DRIVE STE 102 WATSONVILLE CA 95076 DANA HAWKINS CFO 8314384060 2025-05-20 1 1 DYLAN VALENTINE P01934033 9167847800 2025-05-20 2024 2025-03-06 01:10:19Z X DANA HAWKINS 500 WESTRIDGE DRIVE STE 102 WATSONVILLE CA 95076 18730667 0 X WWW.ETR.ORG X 1981 CA TO IMPROVE HEALTH AND INCREASE OPPORTUNITIES FOR YOUTH, FAMILIES, AND COMMUNITIES. 15 15 144 15 0 0 2474974 1102220 13650334 6561346 260311 1047752 8429226 3660562 24814845 12371880 0 0 0 0 16267653 8325225 0 0 0 6071344 2613788 22338997 10939013 2475848 1432867 27997214 27332526 16176765 14615220 11820449 12717306 X EDUCATION, TRAINING AND RESEARCH ASSOCIATES ("ETR") IS A NONPROFIT CORPORATION WHOSE MISSION IS TO IMPROVE HEALTH AND INCREASE OPPORTUNITIES FOR YOUTH, FAMILIES AND COMMUNITIES. 0 0 2938454 4562591 PRODUCT DEVELOPMENT & DISSEMINATION - ETR IS A NON-PROFIT PUBLISHER OF HEALTH AND EDUCATION RESOURCES. WE DEVELOP AND DISTRIBUTE SCIENCE-BASED PROGRAMS AND MATERIALS THAT HELP HEALTH AND EDUCATION PROFESSIONALS IMPROVE OUTCOMES FOR YOUTH, FAMILIES, AND COMMUNITIES. OUR PRODUCTS INCLUDE CURRICULA, PAMPHLETS, POCKET GUIDES, E-BOOKS, AND TRAINING MATERIALS, AVAILABLE IN MULTI-MEDIA FORMATS TO MEET VARIOUS NEEDS. THESE MATERIALS HAVE WON NATIONAL AWARDS AND RECOGNITION FROM THE CDC, SAMHSA, AND THE U.S. DEPARTMENT OF EDUCATION. 2075287 2028405 CALIFORNIA DEPARTMENT OF HEALTH - CALIFORNIA DEPARTMENT OF PUBLIC HEALTH FUNDS FOUR 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 ASSISTANCESESSIONS. 2810671 2493011 ADMINISTRATION FOR CHILDREN AND FAMILIES ETR ENGAGES VULNERABLE YOUTH IN PROGRAM DESIGN, EVALUATION, AND STRATEGIES TO PROMOTE OPTIMAL HEALTH INCLUDING PREVENTING TEEN PREGNANCY, REDUCING SEXUALLY TRANSMITTED INFECTIONS, PROMOTING HEALTHY RELATIONSHIPS, AND BUILDING COMMUNICATION AND LIFE SKILLS. -64211 1137901 CALIFORNIA DEPARTMENT OF HEALTH - CALIFORNIA DEPARTMENT OF PUBLIC HEALTH FUNDS FOUR PROJECTS AT ETR RELATED TO REDUCING AND ELIMINATING TOBACCO USE AND ITS EFFECTS. THIS INCLUDES EDUCATIONAL MATERIALS AND TRAINING FOR HEALTH DEPARTMENTS, COMMUNITY-BASED ORGANIZATIONS THAT CAN BE CUSTOMIZED TO OUR PARTNER'S NEEDS. WE HAVE DISTRIBUTED OVER ONE MILLION PIECES OF INFORMATION AND HELD SEVERAL HUNDRED TRAININGS OR TECHNICAL ASSISTANCE SESSIONS. WE WORK IN TRIBAL COMMUNITIES AND RURAL COMMUNITIES AND WITH COMMUNITIES WHERE SECOND-HAND SMOKE EXPOSURE HAS PARTICULAR RISK FOR CHILDREN AND YOUTH.ADMINISTRATION FOR CHILDREN AND FAMILIES ETR ENGAGES YOUTH AT RISK FOR POOR HEALTH OUTCOMES IN PROGRAM DESIGN, EVALUATION, AND STRATEGIES TO PROMOTE OPTIMAL HEALTH, INCLUDING PREVENTING TEEN PREGNANCY, REDUCING SEXUALLY TRANSMITTED INFECTIONS, PROMOTING HEALTHY RELATIONSHIPS, AND BUILDING COMMUNICATION AND LIFE SKILLS. -64211 1137901 7760201 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 93 0 1 144 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DANA HAWKINS 8314384060 500 WESTRIDGE DRIVE STE 102 WATSONVILLE CA 95076 MARGUERITA LIGHTFOOT PHD BOARD CHAIR 2.00 X X 0 0 0 COLLEEN Z GREGERSON BOARD VICE CHAIR 2.00 X X 0 0 0 DOUGLAS CALL BOARD TREASURER 2.00 X X 0 0 0 PEDRO ARISTA MPH BOARD SECRETARY 2.00 X X 0 0 0 GREGG ALTON BOARD MEMBER 2.00 X 0 0 0 PAURVI BHATT MPH BOARD MEMBER 2.00 X 0 0 0 ANDREW D FORSYTH PHD BOARD MEMBER 2.00 X 0 0 0 MIKE PARENT BOARD MEMBER 2.00 X 0 0 0 KAREN RAYNE PHD BOARD MEMBER 2.00 X 0 0 0 MOREY RIORDAN BOARD MEMBER 2.00 X 0 0 0 CAMILA RODRIGUEZ-ROJAS MPH BOARD MEMBER 2.00 X 0 0 0 DONNA SHERARD BOARD MEMBER 2.00 X 0 0 0 ANTHONY SIS MED BOARD MEMBER 2.00 X 0 0 0 DAFINA M WARD JD BOARD MEMBER 2.00 X 0 0 0 MIRIAM WARREN BOARD MEMBER 2.00 X 0 0 0 VIGNETTA CHARLES CHIEF EXECUTIVE OFFICER 40.00 X 321836 0 69163 KARIN COYLE CHIEF SCIENCE OFFICER 40.00 X 193437 0 78684 COLEEN CANTWELL VP BUSINESS DEVELOPMENT 40.00 X 202123 0 47470 ERIC BLANKE CHIEF OPERATING OFFICER 40.00 X 244495 0 24463 DANA HAWKINS CHIEF FINANCIAL OFFICER 40.00 X 218406 0 35301 MICHAEL EVERETT CHIEF PEOPLE & CULTURE OFFICER 40.00 X 177384 0 39128 JILL DENNER SENIOR RESEARCH SCIENTIST 40.00 X 199076 0 28021 PAM DRAKE SENIOR RESEARCH SCIENTIST 40.00 X 165888 0 58197 PAMELA ANDERSON SENIOR RESEARCH SCIENTIST 40.00 X 156535 0 64631 GABRIELLE CHEW VP OF PUBLIC AFFAIRS 40.00 X 173414 0 15604 MADHURI JHA VP OF SCIENCE, EQUITY & INTEGRATION 40.00 X 162153 0 26186 JAMES CARMODY SENIOR WEB DEVELOPMENT MANAGER 40.00 X 159437 0 29186 MATHEW MCDOWELL DIRECTOR OF PRODUCT PARTNERSHIP 40.00 X 161632 0 69796 TALITA SANDERS HR DIRECTOR 40.00 X 155630 0 67762 2691446 0 653592 45 0 1 0 0 1102220 13302 1102220 GOVERNMENT GRANTS 900099 6490040 6490040 CONSULTING AND OTHER INCOME 900099 71306 71306 6561346 284076 284076 6233736 5470060 763676 763676 763676 4549289 888727 3660562 3660562 12371880 10221908 0 1047752 1142258 819621 322637 5405097 3878400 1526697 438167 314405 123762 851642 611091 240551 488061 350206 137855 18841 4186 14655 49485 10994 38491 13359 2968 10391 931070 774998 156072 766595 583206 183389 612469 261470 350999 2161 1864 297 PRINTING AND MAILING 101369 96342 5027 OTHER 63349 10811 52538 SUPPLIES/EDU MATERIALS 41788 26337 15451 IN-KIND EXPENSE 13302 13302 10939013 7760201 3178812 0 4672796 3905336 4065722 5645375 6041700 4439061 816353 681088 298089 240439 1589504 1589504 2162 0 10395701 10812540 1075000 1075000 629691 533687 27997214 27332526 2226231 1213356 13314199 12870352 636335 531512 16176765 14615220 X 11820449 12717306 11820449 12717306 27997214 27332526 1432867 -536010 0 X X 0 1 X 1 1 1 X 3555331 2934326 2940405 2474974 1102220 13007256 12181620 11718503 12176948 24052988 11110635 71240694 15736951 14652829 15117353 26527962 12212855 84247950 0 9226082 10256919 11212217 10510300 5215402 46420920 9226082 10256919 11212217 10510300 5215402 46420920 37827030 150199 272163 186114 389533 284076 1282085 150199 272163 186114 389533 284076 1282085 15887150 14924992 15303467 26917495 12496931 85530035 0.44230 0.42030 0.01500 0.01440 X PART III, SHORT YEAR EXPLANATION: EFFECTIVE JULY 1, 2024, THE ORGANIZATION ELECTED TO CHANGE ITS' FISCAL YEAR END FROM JUNE 30 TO DECEMBER 31, FOR FINANCIAL REPORTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46530 46530 0 1542974 1542974 0 0 OPERATING LEASE LIABILITY 531512 531512 X 12724597 -536010 -536010 13260607 -888727 -888727 12371880 11827740 888727 888727 10939013 0 10939013 PART X, LINE 2: EDUCATION, TRAINING AND RESEARCH ASSOCIATES IS ORGANIZED AS A CALIFORNIA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 170(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER IRC SECTIONS 509(A)(1). ETR IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, ETR IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT IS UNRELATED TO THEIR EXEMPT PURPOSES. ETR MANAGEMENT HAS DETERMINED THAT ETR IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -888,727. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 888,727. 1 SUB-SAHARAN AFRICA 0 1 PROGRAM EXPENSES EDUCATION & RESEARCH 24767 0 1 0 0 0 1 24767 0 24767 0 0 0 0 0 0 PART I, LINE 2: EXPENSES ARE RECORDED AND REVIEWED YEARLY. PART I, LINE 3: ACCRUAL X X X X X 1 0 0 0 0 0 0 0 0 VIGNETTA CHARLES CHIEF EXECUTIVE OFFICER 321836 0 0 0 0 0 29735 0 39428 0 390999 0 0 0 KARIN COYLE CHIEF SCIENCE OFFICER 193437 0 0 0 0 0 21364 0 57320 0 272121 0 0 0 ERIC BLANKE CHIEF OPERATING OFFICER 244495 0 0 0 0 0 24463 0 0 0 268958 0 0 0 DANA HAWKINS CHIEF FINANCIAL OFFICER 218406 0 0 0 0 0 21979 0 13322 0 253707 0 0 0 COLEEN CANTWELL VP BUSINESS DEVELOPMENT 202123 0 0 0 0 0 20339 0 27131 0 249593 0 0 0 MATHEW MCDOWELL DIRECTOR OF PRODUCT PARTNERSHIP 161632 0 0 0 0 0 17191 0 52605 0 231428 0 0 0 JILL DENNER SENIOR RESEARCH SCIENTIST 199076 0 0 0 0 0 10523 0 17498 0 227097 0 0 0 PAM DRAKE SENIOR RESEARCH SCIENTIST 165888 0 0 0 0 0 18877 0 39320 0 224085 0 0 0 TALITA SANDERS HR DIRECTOR 155630 0 0 0 0 0 16589 0 51173 0 223392 0 0 0 PAMELA ANDERSON SENIOR RESEARCH SCIENTIST 156535 0 0 0 0 0 18111 0 46520 0 221166 0 0 0 MICHAEL EVERETT CHIEF PEOPLE & CULTURE OFFICER 177384 0 0 0 0 0 18271 0 20857 0 216512 0 0 0 GABRIELLE CHEW VP OF PUBLIC AFFAIRS 173414 0 0 0 0 0 2325 0 13279 0 189018 0 0 0 JAMES CARMODY SENIOR WEB DEVELOPMENT MANAGER 159437 0 0 0 0 0 16003 0 13183 0 188623 0 0 0 MADHURI JHA VP OF SCIENCE, EQUITY & INTEGRATION 162153 0 0 0 0 0 14019 0 12167 0 188339 0 0 0 PART I, LINE 4A SEVERANCE PAYMENT - JILL DENNER - $93,850 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 XII, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.