2024-05-15T14:10:54-05:00 2023-06-30 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990 2022-07-01 942760764 EDUCATION TRAINING AND RESEARCH ASSOCIATES EDUC 8314384060 5619 SCOTTS VALLEY DRIVE 140 SCOTTS VALLEY CA 95066 DANA HAWKINS CFO 8314384060 2024-05-14 1 DANA HAWKINS 999009999 1 ANN MARIE GROSS P01429718 6508556800 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANA HAWKINS 5619 SCOTTS VALLEY DRIVE 140 SCOTTS VALLEY CA 95066 22688617 0 X WWW.ETR.ORG X 1981 CA ETR'S MISSION IS TO IMPROVE HEALTH AND INCREASE OPPORTUNITIES FOR YOUTH, FAMILIES, AND COMMUNITIES. 15 15 145 0 0 0 2934326 2940405 11718503 12176948 272163 186114 4424349 5499886 19349341 20803353 0 0 0 0 13583449 14745299 0 0 0 7205581 6864474 20789030 21609773 -1439689 -806420 15903158 18861813 6388415 9913277 9514743 8948536 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 5593678 7385150 PRODUCT DEVELOPMENT & DISSEMINATION - ETR IS THE NATION'S LARGEST NON-PROFIT HEALTH EDUCATION PUBLISHER OF HIGHLY RESPECTED HEALTH AND EDUCATION RESOURCES. WE DEVELOP AND DISSEMINATE A SUBSTANTIAL PORTFOLIO OF SCIENCE-BASED PROGRAMS AND MATERIALS THAT EMPOWER HEALTH AND EDUCATION PROFESSIONALS TO IMPROVE OUTCOMES IN YOUTH, FAMILIES, AND COMMUNITIES. OUR PRODUCTS ARE DISTRIBUTED AND DEVELOPED IN FORMATS THAT MEET THE VARIED NEEDS OF OUR PARTNERS IN MULTI-MEDIA FORMATS, INCLUDING CURRICULA, PAMPHLETS, POCKET GUIDES, E-BOOKS, AND TRAINING MATERIALS THAT HAVE WON NATIONAL HEALTH INFORMATION, WEB HEALTH, AND HEALTH LITERACY AWARDS AND HAVE BEEN RECOGNIZED BY THE CDC, SAMHSA, AND THE U.S. DEPARTMENT OF EDUCATION. 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. 4080100 4039171 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 ASSISTANCE SESSIONS. 2910849 2778257 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. 3767357 3474256 3767357 3474256 16351984 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 85 0 1 145 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 5619 SCOTTS VALLEY DRIVE NO 140 SCOTTS VALLEY CA 95066 LESLIE KANTOR PHD MPH BOARD CHAIR 2.00 X X 0 0 0 MIRIAM WARREN BOARD VICE CHAIR 2.00 X X 0 0 0 SARAH MUNSON MBA BOARD TREASURER 2.00 X X 0 0 0 COLLEEN GREGERSON BOARD SECRETARY 2.00 X X 0 0 0 CYNTHIA A GOMEZ PHD BOARD MEMBER 2.00 X 0 0 0 NANCY WONGVIPAT KALEV MPH BOARD MEMBER 2.00 X 0 0 0 MARGUERITA LIGHTFOOT PHD BOARD MEMBER 2.00 X 0 0 0 SHAWN MOORE MBA BOARD MEMBER 2.00 X 0 0 0 KAREN RAYNE PHD BOARD MEMBER 2.00 X 0 0 0 ANTHONY SIS MA BOARD MEMBER 2.00 X 0 0 0 DOUGLAS CALL BOARD MEMBER 2.00 X 0 0 0 MOREY RIORDAN BOARD MEMBER 2.00 X 0 0 0 PEDRO ARISTA MPH BOARD MEMBER 2.00 X 0 0 0 CAMILA RODRIGUEZ-ROJAS MPH BOARD MEMBER 2.00 X 0 0 0 GREGG ALTON BOARD MEMBER 2.00 X 0 0 0 VIGNETTA CHARLES CHIEF EXECUTIVE OFFICER 40.00 X 293395 0 81800 DANA HAWKINS CHIEF FINANCIAL OFFICER 40.00 X 160880 0 6180 ERIC BLANKE CHIEF OPERATING OFFICER 40.00 X 194449 0 21821 COLEEN CANTWELL VP BUSINESS DEVELOPMENT 40.00 X 186310 0 48068 KARIN COYLE CHIEF SCIENCE OFFICER 40.00 X 181335 0 52477 MICHAEL EVERETT CHIEF PEOPLE & CULTURE OFFICER 40.00 X 169412 0 32406 JILL DENNER SENIOR RESEARCH SCIENTIST 40.00 X 157143 0 51161 PAM DRAKE SENIOR RESEARCH SCIENTIST 40.00 X 154424 0 50403 JAMES CARMODY SENIOR WEB DEVELOPMENT MANAGER 40.00 X 137775 0 25056 JOHN SHIELDS DIRECTOR OF DATA STRATEGIES & INSIGHTS 40.00 X 137121 0 34874 LAUREN RANALLI DIR. MARKETING/COMMUNICATIONS 40.00 X 127960 0 46802 IAN HICKEY SOFTWARE ENGINEER 40.00 X 127452 0 28235 NARINDER DHALIWAL DIRECTOR OF ATOD 40.00 X 124593 0 23751 2152249 0 503034 20 0 1 0 0 2940405 2940405 FEDERAL AND STATE GOVERNMENT GRAN 990009 12143014 12143014 CONSULTING AND OTHER INCOME 990009 33934 33934 12176948 186114 186114 7385150 1885264 5499886 5499886 20803353 17676834 0 186114 X 1841665 1315172 526493 10053989 7179768 2874221 870090 621350 248740 1109645 792421 317224 869910 621221 248689 14827 14827 102663 102663 14709 2493 12216 4105358 3965611 139747 256879 215443 41436 731940 460456 271484 190134 26848 163286 115424 23692 91732 OPERATION OF FACILITIES 1022791 873091 149700 SUPPLIES & EDUCATIONAL 157222 117042 40180 PRINTING, DUPLICATION, 138554 132770 5784 FEES 9367 9367 4606 4606 21609773 16351984 5257789 0 1879493 6404205 6232923 3928396 21428 10714 98447 21201 766140 770886 164616 127455 1589504 1511237 268401 78267 5243395 5623405 1075000 1075000 153315 822284 15903158 18861813 1489729 1270498 4827111 7806525 71575 836254 6388415 9913277 X 9514743 8948536 9514743 8948536 15903158 18861813 X -806420 213724 26489 X X 0 1 X 1 1 1 X 5625 1866526 3555331 2934326 2940405 11302213 15617226 11314227 12181620 11718503 12176948 63008524 15622851 13180753 15736951 14652829 15117353 74310737 0 5201848 7673290 9226082 10256919 11212217 43570356 5201848 7673290 9226082 10256919 11212217 43570356 30740381 442354 242682 150199 272163 186114 1293512 442354 242682 150199 272163 186114 1293512 16065205 13423435 15887150 14924992 15303467 75604249 0.40660 0.46060 0.01710 0.01710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46530 36435 10095 1542974 1474802 68172 78267 RIGHT USE OF LIABILITY 836254 836254 22928830 213724 26489 240213 22688617 -1885264 -1885264 20803353 23495037 1885264 1885264 21609773 0 21609773 PART XI, LINE 2D - OTHER ADJUSTMENTS: EQUITY METHOD GAIN IN DFUSION 26,489. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOOD SOLD -1,885,264. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD 1,885,264. SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 1 PROGRAM EXPENSES EDUCATION & RESEARCH 83758 0 1 0 0 0 1 83758 0 83758 0 0 0 0 0 0 PART I, LINE 2: EXPENSES ARE RECORDED AND REVIEWED YEARLY. PART I, LINE 3: ACCRUAL PART III ACCOUNTING METHOD: X X X X X 0 0 0 0 0 0 0 0 0 VIGNETTA CHARLES CHIEF EXECUTIVE OFFICER 293395 0 0 0 0 0 0 0 81800 0 375195 0 0 0 COLEEN CANTWELL VP BUSINESS DEVELOPMENT 186310 0 0 0 0 0 0 0 48068 0 234378 0 0 0 KARIN COYLE CHIEF SCIENCE OFFICER 181335 0 0 0 0 0 18000 0 34477 0 233812 0 0 0 ERIC BLANKE CHIEF OPERATING OFFICER 194449 0 0 0 0 0 0 0 21821 0 216270 0 0 0 JILL DENNER SENIOR RESEARCH SCIENTIST 157143 0 0 0 0 0 19826 0 31335 0 208304 0 0 0 PAM DRAKE SENIOR RESEARCH SCIENTIST 154424 0 0 0 0 0 0 0 50403 0 204827 0 0 0 MICHAEL EVERETT CHIEF PEOPLE & CULTURE OFFICER 169412 0 0 0 0 0 1200 0 31206 0 201818 0 0 0 LAUREN RANALLI DIR. MARKETING/COMMUNICATIONS 127960 0 0 0 0 0 0 0 46802 0 174762 0 0 0 JOHN SHIELDS DIRECTOR OF DATA STRATEGIES & INSIGH 137121 0 0 0 0 0 0 0 34874 0 171995 0 0 0 DANA HAWKINS CHIEF FINANCIAL OFFICER 160880 0 0 0 0 0 0 0 6180 0 167060 0 0 0 JAMES CARMODY SENIOR WEB DEVELOPMENT MANAGER 137775 0 0 0 0 0 0 0 25056 0 162831 0 0 0 IAN HICKEY SOFTWARE ENGINEER 127452 0 0 0 0 0 0 0 28235 0 155687 0 0 0 COLEEN CANTWELL EMPLOYEE MORTGAGE ASSISTANCE X 75000 10714 0 1 1 DFUSION MORE THAN 35% CONTROLLED ENTITY REPLACE THE PRIOR LINE OF CREDIT AGREEMENT X 400000 21201 0 1 1 31915 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 IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 3,965,611. MANAGEMENT AND GENERAL EXPENSES 139,747. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,105,358. FORM 990, PART XI, LINE 9: EQUITY METHOD GAIN 26,489.