EDUCATION RESOURCE STRATEGIES INC (EIN 201978102) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

GREG HILLS

Phone

6176078000

Tax Period

2024-01-01 to 2024-12-31

EDUCATION RESOURCE STRATEGIES INC, founded in 2004, is a mid-sized nonprofit in the Education sector that reported $14.7M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $17.3M exceeded revenue, resulting in a 17% operating deficit.

Mission

ERS EMPOWERS SCHOOL SYSTEM LEADERS TO MAKE TRANSFORMATIVE SHIFTS IN RESOURCES, STRUCTURES, AND PRACTICES SO THAT ALL STUDENTS, ESPECIALLY THOSE WITH THE GREATEST LEARNING NEEDS AND THOSE FURTHEST FROM OPPORTUNITY, ATTEND A SCHOOL WHERE THEY CAN LEARN AND THRIVE. WE PARTNER WITH DISTRICT TEAMS, EXPAND LEADERS' KNOWLEDGE AND SKILLS, AND SHARE LESSONS AND TOOLS WITH THE FIELD.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,439,083

Program Service Revenue $10,705,405

Investment Income $578,858

Other Revenue $12,212

TOTAL REVENUE $14,735,558

Expense Breakdown

Grants Paid $212,500

Salaries & Benefits $13,193,458

Fundraising Expenses $403,907

Program Expenses $14,779,800

Other Expenses $3,889,131

TOTAL EXPENSES $17,295,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,735,558	$17,929,911	-0.2%
Expenses	$17,295,089	$16,674,383	+0.0%
Net Income	$-2,559,531	$1,255,528	-3.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,316,481

Total Directors

$253,882

Key Employees

$234,157

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN H MILES	CHIEF EXECUTIVE OFFICER/CHAIR	40.00	Officer Director	$228,055	$25,827	$253,882
MARCIA BLENKO	DIRECTOR	1.00	Director	$0	$0	$0
JEAN-CLAUDE BRIZARD	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN GUINEY	DIRECTOR	1.00	Director	$0	$0	$0
KIRA ORANGE JONES	DIRECTOR	1.00	Director	$0	$0	$0
PETER C GORMAN	DIRECTOR	1.00	Director	$0	$0	$0
DESMOND BLACKBURN	FORMER DIRECTOR	1.00	Director	$0	$0	$0
ERIC GORDON	DIRECTOR	1.00	Director	$0	$0	$0
IRVIN LEON SCOTT	FORMER DIRECTOR	1.00	Director	$0	$0	$0
ANN CLARK	DIRECTOR	1.00	Director	$0	$0	$0
MONICA HIGGINS	DIRECTOR	1.00	Director	$0	$0	$0
GREG HILLS	COO/MANAGING PARTNER	40.00	Officer	$291,676	$4,359	$296,035
RENEE HARPER	CHIEF FINANCIAL OFFICER	40.00	Officer	$203,396	$12,076	$215,472
JONATHAN TRAVERS	PRESIDENT/MANAGING PARTNER	40.00	Officer	$290,215	$42,607	$332,822
KATHRYN ROY	CLERK, PARTNER & GENERAL COUNSEL	40.00	Officer	$209,005	$9,265	$218,270
BETTY CHANG	MANAGING PARTNER	40.00	Key Emp	$201,191	$32,966	$234,157
VENTURA RODRIGUEZ	PARTNER	40.00	Highest	$251,480	$11,459	$262,939
JOSEPH J TRAWICK-SMITH	PARTNER	40.00	Highest	$235,633	$25,952	$261,585
ANGELA KING SMITH	PARTNER	40.00	Highest	$232,862	$20,556	$253,418
DAVID ROSENBERG	PARTNER	40.00	Highest	$272,470	$8,740	$281,210
TARA ANDERSON	DIRECTOR, CONSULTING	40.00	Highest	$196,610	$10,802	$207,412

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$14,735,558	$17,295,089	$16,751,147	$-2,559,531
2023	$17,929,911	$16,674,383	$21,719,071	$1,255,528
2022	$11,370,381	$13,358,587	$18,474,705	$-1,988,206
2021	$10,099,352	$10,568,166	$16,861,900	$-468,814
2020	$11,802,688	$8,906,336	$16,153,223	$2,896,352
2019	$11,048,421	$9,167,391	$13,313,400	$1,881,030
2018	$9,926,921	$9,060,324	$10,458,954	$866,597

EDUCATION RESOURCE STRATEGIES INC