EDUCATION RESOURCE STRATEGIES INC

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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

GREGORY HILLS

Phone

6176078000

Tax Period

2025-01-01 to 2025-12-31

EDUCATION RESOURCE STRATEGIES INC, founded in 2004, is a mid-sized nonprofit in the Education sector that reported $15.5M in total revenue in fiscal year 2025.

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.

Program Service Accomplishments

Program 1

Expenses: $10,906,333 Revenue: $8,791,884

CONSULTING:ERS PARTNERS WITH SCHOOL SYSTEMS AND STATE EDUCATION AGENCIES THROUGH PROJECTS FOCUSED ON DATA (ANALYSIS & BENCHMARKING), DESIGN (STRATEGY, RESOURCE TRADE-OFFS, & CONSENSUS BUILDING), AND IMPLEMENTATION (PLANNING & MONITORING). WE SUPPORT DISTRICT AND STATE EDUCATION LEADERS AND FOCUS ON HOW RESOURCES (PEOPLE, TIME, AND MONEY) WORK TOGETHER TO CREATE STRATEGIC SYSTEMS THAT SUPPORT STRONG SCHOOLS. WE BRING THE LATEST RESEARCH FROM TEH FIELD TO EVERY PARTNERSHIP, PROVIDING RIGOROUS QUANTITATIVE AND QUALITATIVE ANALYSIS AND FACILITATING DECISION-MAKING PROCESSES TO DRIVE CHANGE.

Program 2

Expenses: $2,011,502 Revenue: $196,901

FIELD BUILDING:ERS OFFERS STANDALONE WORKSHOPS FOR DISTRICT AND STATE EDUCATION LEADERS INTERESTED IN GROWING THEIR SKILLSETS OR EXPAND THEIR KNOWLEDGE BASE ABOUT STRATEGIC RESOURCE USE. ERS...

FIELD BUILDING:ERS OFFERS STANDALONE WORKSHOPS FOR DISTRICT AND STATE EDUCATION LEADERS INTERESTED IN GROWING THEIR SKILLSETS OR EXPAND THEIR KNOWLEDGE BASE ABOUT STRATEGIC RESOURCE USE. ERS FACILITATES LEADERSHIP DEVELOPMENT NETWORKS AND COHORTS THAT BRING TOGETHER CROSS-FUNCTIONAL DISTRICT TEAMS USING PROFESSIONAL LEARNING BEST PRACTICES. ADDITIONALLY, ERS HAS A SUITE OF FREE TOOLS, PUBLICATIONS, AND RESEARCH THAT HIGHLIGHTS DISTRICT AND STATE SUCCESS STORIES, LESSONS WE HAVE LEARNED THROUGH OUR PARTNERSHIPS, AND BEST PRACTICES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $5,246,444

Program Service Revenue $8,988,785

Investment Income $555,765

Other Revenue $671,624

TOTAL REVENUE $15,462,618

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $11,407,799

Fundraising Expenses $391,391

Program Expenses $12,917,835

Other Expenses $3,590,038

TOTAL EXPENSES $15,097,837

Year-over-Year Comparison

	2025	2024	Change
Revenue	$15,462,618	$14,735,558	+0.0%
Expenses	$15,097,837	$17,295,089	-0.1%
Net Income	$364,781	$-2,559,531	-1.1%

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

$1,163,155

Total Directors

$218,834

Key Employees

$247,975

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN H MILES	CEO/CHAIR	40.00	Officer Director	$197,142	$21,692	$218,834
LESLIE TORRES-RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
MONICA HIGGINS	DIRECTOR	1.00	Director	$0	$0	$0
ANN CLARK	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
ERIC GORDON	DIRECTOR	1.00	Director	$0	$0	$0
KIRA ORANGE JONES	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA BLENKO	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN TRAVERS	PRESIDENT/MANAGING PARTNER	40.00	Officer	$277,884	$35,695	$313,579
KATHRYN ROY	CLERK, PARTNER & GEN. COUNSEL	40.00	Officer	$212,562	$10,865	$223,427
GREGORY HILLS	COO/MANAGING PARTNER	40.00	Officer	$285,560	$9,110	$294,670
RENEE HARPER	FORMER CHIEF FINANCIAL OFFICER	40.00	Officer	$112,645	$0	$112,645
BETTY CHANG	MANAGING PARTNER	40.00	Key Emp	$216,610	$31,365	$247,975
VENTURA RODRIGUEZ	PARTNER	40.00	Highest	$245,597	$9,904	$255,501
ANGELA KING SMITH	PARTNER	40.00	Highest	$229,303	$19,890	$249,193
JESSICA E O'CONNOR	PARTNER	40.00	Highest	$201,439	$35,881	$237,320
JOSEPH J TRAWICK-SMITH	PARTNER	40.00	Highest	$185,870	$15,048	$200,918
EMILY PARFIT	PARTNER	40.00	Highest	$202,784	$10,126	$212,910

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
2025	$15,462,618	$15,097,837	$17,085,754	$364,781
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