2026-03-03T17:01:33-06:00 2025-06-30 264532849 PURK & ASSOCIATES PC 1034 SOUTH BRENTWOOD BLVD STE 2000 SAINT LOUIS MO 63117 990 2024-07-01 821838644 THE OPPORTUNITY TRUST D/B/A ZEST EDUCATION OPPO 3143285688 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 3143285688 2026-02-28 1 0 JENNAH R PURK CPA P00614610 3148844000 2026-02-28 2024 2025-03-06 01:10:19Z ERIC SCROGGINS 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 21580942 0 X THEOPPORTUNITYTRUST.ORG X 2017 MO THE OPPORTUNITY TRUST INVESTS IN EDUCATORS AND SCHOOL SYSTEMS EAGER TO BUILD THE CAPACITY REQUIRED TO MAKE SIGNIFICANT AND MEASURABLE CHANGE. 7 7 32 0 0 0 12325965 21242340 0 0 274971 262196 0 76406 12600936 21580942 5934504 12889499 0 0 3598805 3373483 0 0 17684 4556556 5275909 14089865 21538891 -1488929 42051 3999593 4041644 0 0 3999593 4041644 THE OPPORTUNITY TRUST INVESTS IN EDUCATORS AND SCHOOL SYSTEMS EAGER TO BUILD THE CAPACITY REQUIRED TO MAKE SIGNIFICANT AND MEASURABLE CHANGE. 0 0 2152035 909453 OUR FIRST STRATEGIC PRIORITY IS TO ELEVATE THE VOICES OF THOSE MOST UNDERSERVED BY OUR SCHOOL SYSTEMS AND EMPOWER FAMILIES AND STUDENTS TO DESIGN AND DRIVE CHANGE AS PART OF A BROAD AND DIVERSE COALITION. THIS PROGRAM AIMS TO 1) STRENGTHEN PARENT LEADERSHIP AND ADVOCACY INFRASTRUCTURE BY ORGANIZING AND GROWING NEW NEIGHBORHOOD GROUPS FOCUSED ON LOWEST 5% PERFORMING SCHOOLS IN ST. LOUIS CITY, SEEDING EFFORTS TO CREATE DEMAND IN ST. LOUIS COUNTY, AND IMPROVING CHARTER PERCEPTIONS BY ORGANIZING 10K CHARTER PARENT VOICES VIA STATE CHARTER ASSOCIATION, 2) INCREASING TRUST THROUGH DEVELOPMENT OF COMMUNITY COALITIONS, AND 3) CONTINUE INVESTING IN EARLY STAGE GROWTH OF KEY PARTNERS. 11835939 7276391 OUR SECOND STRATEGIC PRIORITY IS FOCUSED ON INCREASING ACCESS TO WORLD-CLASS SCHOOLS BY GROWING THE CAPACITY OF OUR MOST SUCCESSFUL SCHOOLS, LAUNCHING NEW AND INNOVATIVE SCHOOLS, STRENGTHENING EXISTING SCHOOLS WITH CONDITIONS FOR SUSTAINED SUCCESS, AND HELPING DISTRICTS TO METHODICALLY TRANSFORM THEIR LOWEST PERFORMING SCHOOLS. THIS PROGRAM AIMS TO 1) DRIVE TOWARD GOAL OF 25% STUDENTS IN QUALITY SEATS BY EXPANDING INVESTMENTS IN NEW SCHOOLS, EXPANDING INVESTMENTS TO ADDITIONAL SCHOOLS, AND MAINTAINING INVESTMENTS IN HIGH PERFORMING CHARTERS, 2) CATALYZE SUPPORT FOR DISTRICT AUTONOMOUS MODELS THROUGH COMMUNITY DESIGN AND POST-SECONDARY INTERMEDIARY INITIATIVE, AND 3) EXPLORE PARTNERSHIPS WITH SEVEN COUNTY DISTRICTS REPRESENTING 27K STUDENTS ENROLLED IN LOW-QUALITY SCHOOLS. 5118562 4338655 OUR FIFTH STRATEGIC PRIORITY IS ADMINISTERING THE "EXPANDING OPPORTUNITIES: MISSOURI CHARTER SCHOOL PROGRAM (CSP)" THIS IS A U.S. DEPARTMENT OF EDUCATION GRANT WITH AN APPROVED BUDGET OF $35.5 MILLION TO HELP MISSOURI EXPAND OPPORTUNITIES FOR STUDENTS TO ATTEND QUALITY CHARTER PUBLIC SCHOOLS. MISSOURI'S CSP PROGRAM HAS THREE OBJECTIVES: 1) INCREASE THE NUMBER OF QUALITY MISSOURI CHARTER PUBLIC SCHOOL SEATS, ESPECIALLY FOR OUR MOST EDUCATIONALLY DISADVANTAGED STUDENTS; 2) SUPPORT QUALITY CHARTER SCHOOL AUTHORIZING IN MISSOURI, THROUGH THE DISSEMINATION AND SUPPORT OF BEST AUTHORIZER PRACTICES STATEWIDE, AND 3) CODIFY AND SHARE LESSONS FROM HIGH-PERFORMING CHARTER PUBLIC SCHOOLS ACROSS THE EDUCATION ECOSYSTEM. 1475763 365000 1475763 365000 20582299 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 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 1 139 0 1 32 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MO X ERIC SCROGGINS 3143285688 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 BISHOP MICHAEL JONES SR DIRECTOR 1.00 X X 0 0 0 JOHN LEMKEMEIER DIRECTOR 1.00 X X 0 0 0 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 50.00 X X 428406 0 13012 JOHN W KEMPER DIRECTOR 1.00 X X 0 0 0 JESSICA PENA DIRECTOR 1.00 X X 0 0 0 KEITH WILLIAMSON CHAIR 1.00 X X 0 0 0 CINDY BRINKLEY DIRECTOR 1.00 X X 0 0 0 JEMINA BERNARD DIRECTOR 1.00 X X 0 0 0 JESSE DIXON PARTNER 50.00 X 220774 0 13475 AYANNA BANKS EMPLOYEE 50.00 X 137301 0 7763 RACHEL DONNICE POWERS PARTNER 50.00 X 175793 0 5145 TANESIA LASHAY SIMMONS PARTNER 50.00 X 174341 0 15316 BRANDI CHIN PARTNER 50.00 X 196290 0 19018 ANTONIO PACIFICO EMPLOYEE 50.00 X 145077 0 16400 1477982 0 90129 10 0 1 0 EXPONENT EDUCATION 4516 ARGYLE TERRACE NORTHWEST WASHINGTON DC 20011 CONSULTING 535225 NORDIC SCHOOL LLC 235 PHARR ROAD NORTHEAST ATLANTA GA 30305 CONSULTING 161996 INFIELD LEADERSHIP CONSULTING 263 GREENWICH ROAD BEDFORD NY 10506 CONSULTING 154005 INSTRUCTION PARTNERS 604 GALLATIN AVE SUITE 202 NASHVILLE TN 37206 CONSULTING 146184 CM ACCOUNTING SERVICES 928 FERNWAY LANE ST LOUIS MO 63141 CONSULTING 137442 8 5101980 16140360 21242340 262196 262196 ENVISION REVENUE 900099 76406 76406 76406 21580942 76406 0 262196 X 12889499 12889499 1568111 1477982 90129 1320308 1251607 68701 76395 71513 4882 190216 168807 21409 218453 207653 10800 43879 35150 8729 189414 27911 161503 3599357 3341097 258260 114115 105463 8652 253545 168443 83985 1117 92841 92853 -12 330777 244464 69734 16579 32417 32417 27360 13113 14247 EVENTS 219616 210496 9120 PROGRAM INITIATIVES 189042 189042 STIPENDS 181702 179202 2500 RECRUITING 1844 857 987 21538891 20582299 938908 17684 3921884 3996352 162807 123607 71617 39200 6092 6092 3999593 4041644 0 0 X 3999593 3541644 500000 3999593 4041644 3999593 4041644 42051 0 X X 0 1 X 1 1 1 X 7625797 10923312 13957608 12325965 21242340 66075022 7625797 10923312 13957608 12325965 21242340 66075022 66075022 1410 1122 63945 274971 262196 603644 66678666 0.99090 0.99340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150000 150000 21388891 21538891 1000000 250000 0 0 674241 787505 854493 1000000 3316239 4974359 133500 120000 124000 150000 527500 168560 196876 213623 250000 829059 1243589 12009 7806 4203 41185 36376 4809 109613 79425 30188 39200 X 21318746 0 21318746 262196 262196 21580942 21538891 0 21538891 0 21538891 PART X, LINE 2: NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS CHANGED. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 262,196. 1 THE 74 MILLION 222 BROADWAY NEW YORK NY 10038 501(C)(3) 100000 0 INNOVATIVE CONCEPTS IN EDUCATION BELIEVE SCHOOLS 2540 N CAPITOL AVENUE INDIANAPOLIS IN 46208 501(C)(3) 1488050 0 NEW SCHOOLS ATLAS PUBLIC SCHOOLS 400 S 18TH STREET ST LOUIS MO 63103 833942865 501(C)(3) 819270 0 NEW SCHOOLS ST LOUIS LANGUAGE IMMERSION SCHOOL 1881 PINE STREET ST LOUIS MO 63103 501(C)(3) 21000 0 EXISTING SCHOOL IMPROVEMENT MISSOURI CHARTER PUBLIC SCHOOL ASSOCIATION 1306 PAPIN STREET ST LOUIS MO 63103 501(C)(3) 350000 0 RESEARCH, LEARNING, AND POLICY KIPP ST LOUIS 1310 PAPIN STREET SUITE 203 ST LOUIS MO 63103 010916759 501(C)(3) 156500 0 EXISTING SCHOOL EXPANSION ST LOUIS UNIVERSITY 3545 LINDELL BLVD ST LOUIS MO 63103 501(C)(3) 15000 0 RESEARCH, LEARNING, AND POLICY SOUTHSIDE EARLY CHILDHOOD CENTER 2101 S JEFFERSON AVE ST LOUIS MO 63104 501(C)(3) 20000 0 EXISTING SCHOOL IMPROVEMENT MOMENTUM ACADEMY 2000 SOUTH 8TH STREET ST LOUIS MO 63104 501(C)(3) 497200 0 EXISTING SCHOOL IMPROVEMENT GATEWAY SCIENCE ACADEMY OF ST LOUIS 6025 CHIPPEWA ST STE 206 ST LOUIS MO 63109 501(C)(3) 1307077 0 EXISTING SCHOOL EXPANSION CITY GARDEN MONTESSORI 1618 TOWER GROVE AVE ST LOUIS MO 63110 431671014 501(C)(3) 273610 0 EXISTING SCHOOL EXPANSION ST LOUIS VOICES ACADEMY 4220 DUNCAN AVE ST LOUIS MO 63110 501(C)(3) 842131 0 NEW SCHOOLS TEACH FOR AMERICA 5501 DELMAR BLVD SUITE A280 ST LOUIS MO 63112 501(C)(3) 234000 0 DIVERSE / EFFECTIVE TEACHERS AND LEADERS BRIDGE 2 HOPE 5501 DELMAR BLVD ST LOUIS MO 63112 501(C)(3) 650000 0 PARENT & STUDENT LEADERSHIP NAVIGATE STL SCHOOLS 5501 DELMAR BLVD SUITE 200 A ST LOUIS MO 63112 842862378 501(C)(3) 157000 0 REMOVING BARRIERS TO ACCESS NORTH SIDE COMMUNITY SCHOOL 3033 NORTH EUCLID AVENUE ST LOUIS MO 63115 501(C)(3) 17000 0 EXISTING SCHOOL EXPANSION ST LOUIS TEACHER RESIDENCY 3407 S JEFFERSON AVE ST LOUIS MO 63118 301000654 501(C)(3) 239500 0 DIVERSE/EFFECTIVE TEACHERS AND LEADERS KAIROS ACADEMIES 2315 MIAMI STREET ST LOUIS MO 63118 815408421 501(C)(3) 1265207 0 NEW SCHOOLS BEGINNING FUTURES 2 4981 THRUSH AVENUE ST LOUIS MO 63120 844952085 501(C)(3) 33000 0 EXISTING SCHOOL IMPROVEMENT THE SCHOOL DISTRICT OF UNIVERSITY CITY 8136 GROBY ROAD UNIVERSITY CITY MO 63130 436003857 501(C)(3) 353850 0 DISTRICT CONDITIONS FOR SUCCESS THE LEADERSHIP SCHOOL 1785 PENNSYLVANIA AVE PAGEDALE MO 63133 833692466 501(C)(3) 991848 0 NEW SCHOOLS PREMIER CHARTER SCHOOL 5279 FYLER AVE ST LOUIS MO 63139 501(C)(3) 714750 0 EXISTING SCHOOL IMPROVEMENT FRIENDLY ACADEMY 5501 DELMAR BLVD SUITE A300 SAINT LOUIS MO 63112 501(C)(3) 746607 0 NEW SCHOOLS THE FOUNDATION FOR BARNES JEWISH HOSPITAL 1001 HIGHLANDS PLAZA DRIVE SAINT LOUIS MO 63110 501(C)(3) 740000 0 NEW SCHOOLS BROOKSIDE CHARTER SCHOOL 1815 E 63RD ST KANSAS CITY MO 64130 501(C)(3) 376187 0 EXISTING SCHOOL IMPROVEMENT FERGUSON-FLORISSANT SCHOOL DISTRICT 8855 DUNN ROAD HAZELWOOD MO 63042 501(C)(3) 145000 0 DISTRICT CONDITIONS FOR SUCCESS GREENHOUSE E3 116 SHORE DRIVE PORTLAND TX 78374 501(C)(3) 132500 0 DIVERSE / EFFECTIVE TEACHERS AND LEADERS ACTIVATE STL 5501 DELMAR BLVD SAINT LOUIS MO 63112 501(C)(3) 51500 0 PARENT & STUDENT LEADERSHIP COVENANT HOUSE MISSOURI 2727 KINGSHIGHWAY BLVD SAINT LOUIS MO 63113 501(C)(3) 10000 0 ALIGNED COMMUNITY COALITION MARY MARGARET DAYCARE AND LEARNING CENTER 3800 WATSON ROAD SAINT LOUIS MO 63109 501(C)(3) 15000 0 EXISTING SCHOOL IMPROVEMENT AGES & STAGES CHILDCARE 5743 RIVERVIEW BLVD SAINT LOUIS MO 63147 501(C)(3) 7500 0 EXISTING SCHOOL IMPROVEMENT RAGGEDY ANN N ANDY'S LEARNING CENTER 4525 ALDINE AVE SAINT LOUIS MO 63113 501(C)(3) 7500 0 EXISTING SCHOOL IMPROVEMENT MESS PAT'S DAYCARE 7901 NORTH BROADWAY SAINT LOUIS MO 63147 501(C)(3) 6500 0 EXISTING SCHOOL IMPROVEMENT MAGICAL MINDS CHILDCARE II LLC 4815 PAGE BLVD SAINT LOUIS MO 63113 501(C)(3) 6500 0 EXISTING SCHOOL IMPROVEMENT THE ACADEMIC JOURNEY CHILD CARE CENTER 8784 NORTH BROADWAY SAINT LOUIS MO 63147 501(C)(3) 6375 0 EXISTING SCHOOL IMPROVEMENT GOOD SHEPARD FAVORED-LLC 1297 AMHERST PLACE SAINT LOUIS MO 63112 501(C)(3) 5500 0 EXISTING SCHOOL IMPROVEMENT 36 PART I, LINE 2: MONITORING IS PERFORMED PERIODICALLY THROUGH THE USE OF FEEDBACK REPORTS BY THE GRANTEE ON HOW THE GRANT FUNDING WAS UTILIZED. 1 X X 0 0 0 0 0 0 0 0 0 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 343406 0 85000 0 0 0 0 0 13012 0 441418 0 0 0 JESSE DIXON PARTNER 206497 0 14277 0 0 0 0 0 13475 0 234249 0 0 0 BRANDI CHIN PARTNER 196290 0 0 0 0 0 0 0 19018 0 215308 0 0 0 TANESIA LASHAY SIMMONS PARTNER 174341 0 0 0 0 0 0 0 15316 0 189657 0 0 0 RACHEL DONNICE POWERS PARTNER 175793 0 0 0 0 0 0 0 5145 0 180938 0 0 0 ANTONIO PACIFICO EMPLOYEE 145077 0 0 0 0 0 0 0 16400 0 161477 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT AND PRESENTED TO THE CEO OF THE TRUST. THE CEO THEN REVIEWS THE FORM 990, SIGNS, AND FILES. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING-BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT AFFIRMING SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE PRIMARY ACTIVITIES OF THE ORGANIZATION MUST BE TAX-EXEMPT PURPOSED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD DETERMINES THE EXECUTIVE SALARY VIA NATIONAL AND LOCAL BENCHMARK ANALYSES. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES THE FINANCIAL INFORMATION AND POLICIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 3,318,434. MANAGEMENT AND GENERAL EXPENSES 256,954. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,575,388. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 22,663. MANAGEMENT AND GENERAL EXPENSES 1,306. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,969. FORM 990, PART XII, LINE 2C NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS CHANGED.