2026-06-04T14:54:48-05:00 2025-08-31 334358135 SAX ADVISORS LLC 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2024-09-01 061576405 EL EDUCATION INC ELED 2122394455 247 W 35TH STREET 8TH FLOOR NEW YORK NY 10001 SHERMAN CARTER CFO 2122394455 2026-06-04 1 0 MARQUS WHITE P00053187 9734726250 2026-06-02 2024 2025-03-06 01:10:19Z SHERMAN CARTER 247 W 35TH STREET 8TH FLOOR NEW YORK NY 10001 32361818 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. 22 21 241 23 0 0 4906439 5036759 25947809 26618645 431538 516461 65616 83111 31351402 32254976 0 0 0 0 30441854 23920891 0 0 1014211 16307033 10717814 46748887 34638705 -15397485 -2383729 20880222 16644697 6602880 4681213 14277342 11963484 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 9834821 9927137 SCHOOL CONTRACTS: OUR 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. 5419165 8457945 CURRICULUM DESIGN & PRODUCTIONCREATION OF NEW AND REVISED LESSON PLANS AND SUPPORT DOCUMENTATION FOR GRADES K-8. 4937611 7999731 CURRICULUM DELIVERY: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. EL 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. 3007656 233832 INTANGIBLE OUTPUT WITH REASONABLE ESTIMATES FOR ANY STATISTICAL INFORMATION. 3007656 233832 23199253 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 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 1 125 0 1 241 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 21 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 ANNMARIE MAHLER 2122394455 247 W 35TH STREET 8TH FLOOR NEW YORK NY 10001 R BRUCE RICH CHAIRPERSON 1.00 X X 0 0 0 TRACEY RIESE VICE CHAIRPERSON 1.00 X X 0 0 0 TODD GOMEZ TREASURER 1.00 X 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 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 (THROUGH 10/31/24) 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 MARK PENSKE DIRECTOR 1.00 X 0 0 0 NICK RODRIGUEZ DIRECTOR 1.00 X 0 0 0 DAVID ADAMS DIRECTOR (EFF 9/24/24) 1.00 X 0 0 0 RON BERGER DIRECTOR (EFF 9/24/24) 1.00 X 0 0 0 MICHAEL GRAFF DIRECTOR (EFF 4/8/25)) 1.00 X 0 0 0 SCOTT HARTL DIRECTOR 1.00 X 0 0 0 JAMES MCCORMICK DIRECTOR (EFF 4/8/25)) 1.00 X 0 0 0 DAVID SCOTT HARTL PRESIDENT/CEO 40.00 X X 437231 0 36584 TONYA HORTON CHIEF OPERATING OFFICER 40.00 X 275879 0 21976 SHERMAN CARTER CHIEF FINANCIAL OFFICER 40.00 X 257981 0 1326 CORINNE SCHOLES CHIEF OF STAFF/ SECRETARY 40.00 X 185357 0 22485 MEGHAN MCCORMICK SECRETARY (THROUGH 2/29/24) 40.00 X 35224 0 12893 CHRISTINA BROWN CHIEF IMPACT OFFICER 40.00 X 252735 0 11677 LYNNETTE BRENT CHIEF PRODUCT & SALES OFFICER 40.00 X 251805 0 20393 TAMECCA CHESTER CHIEF TALENT OFFICER 40.00 X 229615 0 19079 TABITHA NELSON CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 164500 0 177 ANDREW DEMERS MANAGING DIRECTOR, ACCOUNTING 40.00 X 169126 0 39588 DAVID WILLETTE MANAGING DIR. SALES 40.00 X 193698 0 13330 SIDNEY LAWRENCE KLEIN MANAGING DIR. DEVELOPMENT 40.00 X 178651 0 9550 NATALIE TAYLOR MANAGING DIRECTOR, LEARNING EXPERIENCE 40.00 X 168952 0 22632 SHANTA LIGHTFOOT MANAGING DIR. PARTNERSHIPS 40.00 X 166178 0 18303 JUSTIN SCOTT RALL MANAGING DIR. FINANCIAL PLANNING & ANALYSIS 40.00 X 163584 0 18971 3130516 0 268964 97 0 1 0 SCRIBECONCEPTS 1508 MAYMONT COURT CHARLOTTESVILLE VA 22902 CURRICULUM MARKETING/DISTRIBUTION 1460509 APARICIO PUBLISHING 2555 COLLINS AVE STE 1511 MIAMI BEACH FL 33140 CURRICULUM TRANSLATION 1052300 TYPECODE LLC 20 JAY ST SUITE 924 BROOKLYN NY 11201 WEBSITE DESIGN & DEVELOPMENT 1003930 INTEGRAL ED SERVICES LLC 3809 SOUTH CONGRESS AVE UNIT 344 AUSTIN TX 78704 PROF. DEVELOPMENT 401210 HELIX SYSTEMS INC 260 WEST 36TH STREET NEW YORK NY 10018 IT SUPPORT MANAGEMENT 311757 16 5036759 10002 5036759 SCHOOL CONSULTING AND PRODUCT REV 900099 26618645 26618645 26618645 497303 497303 126000 106842 19158 19158 19158 OTHER INCOME 900099 83111 83111 83111 32254976 26618645 0 599572 X 2411876 636764 1555526 219586 17292922 12050887 4664348 577687 585773 404057 155139 26577 2126666 1495184 569076 62406 1503654 986493 463362 53799 825200 233107 592093 65822 65822 65250 65250 5457732 3668790 1782479 6463 33867 21898 10624 1345 76698 49592 24060 3046 207544 134194 65107 8243 416651 269402 130705 16544 2156823 2042820 91250 22753 927170 915591 10125 1454 85736 55435 26896 3405 117573 76021 36883 4669 BOOKS PROFESSIONAL DEVE 132791 62705 69768 318 MISCELLANEOUS 62608 40481 19640 2487 ADMINISTRATIVE FEES 50293 32519 15777 1997 STAFF DEVELOPMENT 36056 23313 11311 1432 34638705 23199253 10425241 1014211 1987517 1760473 9630135 5423237 397000 1100000 4664624 3623728 22877 684727 939820 1722622 1659249 151138 63373 3365081 3628889 0 82300 20880222 16644697 3082912 1564745 1995416 1615160 1500000 1500000 24552 1308 6602880 4681213 X 10245397 9146196 4031945 2817288 14277342 11963484 20880222 16644697 -2383729 69871 0 X 0 1 X 1 0 X 12445700 17660579 5942847 4906439 5036759 45992324 12445700 17660579 5942847 4906439 5036759 45992324 12864491 33127833 122829 319948 470274 454313 497303 1864667 36372 54671 82402 65616 83111 322172 48179163 130448931 0.68760 0.66640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2988473 2988473 2568404 420069 2988473 2280462 287942 2568404 2988473 -708011 2280462 2988473 554931 554931 2988473 0.33462 0.66538 0 0 277836 277836 0 1336535 1273162 63373 108251 108251 0 63373 OTHER LIABILITIES 1308 1308 X 32324847 69871 69871 32254976 0 32254976 34638705 0 34638705 0 34638705 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, 2021 ARE NO LONGER SUBJECT TO EXAMINATION. NO RETURNS OR REGISTRATIONS ARE PRESENTLY UNDER EXAMINATION BY THE RELEVANT AUTHORITIES. 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 0 1 0 0 0 0 0 0 0 DAVID SCOTT HARTL PRESIDENT/CEO 387231 0 50000 0 0 0 34821 0 1763 0 473815 0 0 0 TONYA HORTON CHIEF OPERATING OFFICER 275879 0 0 0 0 0 10528 0 11448 0 297855 0 0 0 LYNNETTE BRENT CHIEF PRODUCT & SALES OFFICER 251805 0 0 0 0 0 9000 0 11393 0 272198 0 0 0 CHRISTINA BROWN CHIEF IMPACT OFFICER 252735 0 0 0 0 0 9641 0 2036 0 264412 0 0 0 SHERMAN CARTER CHIEF FINANCIAL OFFICER 257981 0 0 0 0 0 0 0 1326 0 259307 0 0 0 TAMECCA CHESTER CHIEF TALENT OFFICER 229615 0 0 0 0 0 7725 0 11354 0 248694 0 0 0 ANDREW DEMERS MANAGING DIRECTOR, ACCOUNTING 169126 0 0 0 0 0 8827 0 30761 0 208714 0 0 0 CORINNE SCHOLES CHIEF OF STAFF/ SECRETARY 185357 0 0 0 0 0 3562 0 18923 0 207842 0 0 0 DAVID WILLETTE MANAGING DIR. SALES 183698 0 10000 0 0 0 3958 0 9372 0 207028 0 0 0 NATALIE TAYLOR MANAGING DIRECTOR, LEARNING EXPERIEN 165952 0 3000 0 0 0 0 0 22632 0 191584 0 0 0 SIDNEY LAWRENCE KLEIN MANAGING DIR. DEVELOPMENT 173651 0 5000 0 0 0 8933 0 617 0 188201 0 0 0 SHANTA LIGHTFOOT MANAGING DIR. PARTNERSHIPS 166178 0 0 0 0 0 7200 0 11103 0 184481 0 0 0 JUSTIN SCOTT RALL MANAGING DIR. FINANCIAL PLANNING & A 158584 0 5000 0 0 0 8294 0 10677 0 182555 0 0 0 TABITHA NELSON CHIEF EXTERNAL AFFAIRS OFFICER 154500 0 10000 0 0 0 0 0 177 0 164677 0 0 0 PART I, LINE 4B SCOTT HARTL, THE CEO, PARTICIPATES IN A 457(F) PLAN. $19,000 OF HIS DEFERRED COMPENSATION REPRESENTS THE INCREASE IN VALUE OF THAT PLAN. 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 WEBSITE & IT SERVICES: PROGRAM SERVICE EXPENSES 219,878. MANAGEMENT AND GENERAL EXPENSES 1,510,983. FUNDRAISING EXPENSES 1,463. TOTAL EXPENSES 1,732,324. OTHER (SCHOOL SUBSIDY, STIPENDS & HONORARIUMS): PROGRAM SERVICE EXPENSES 454,692. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 454,692. OTHER (WRITERS, COPY EDITORS, PROOFREADERS, CONTENT MANAGERS, DESIGN): PROGRAM SERVICE EXPENSES 1,562,198. MANAGEMENT AND GENERAL EXPENSES 48,556. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,610,754. OTHER (SCHOOL COACHES/FACILITATORS/TRAINERS): PROGRAM SERVICE EXPENSES 847,348. MANAGEMENT AND GENERAL EXPENSES 4,867. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 852,215. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 584,674. MANAGEMENT AND GENERAL EXPENSES 218,073. FUNDRAISING EXPENSES 5,000. TOTAL EXPENSES 807,747.