2025-01-23T16:46:37-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990 2023-07-01 942760764 EDUCATION TRAINING AND RESEARCH ASSOCIATES EDUC 8314384060 5619 SCOTTS VALLEY DRIVE SUITE 140 SCOTTS VALLEY CA 95066 DANA HAWKINS CFO 8314384060 2025-01-21 1 1 DYLAN VALENTINE P01934033 9167847800 2025-01-21 2023 2024-10-15 13:58:12Z DANA HAWKINS 5619 SCOTTS VALLEY DRIVE SUITE 140 SCOTTS VALLEY CA 95066 26928005 0 X WWW.ETR.ORG X 1981 CA TO IMPROVE HEALTH AND INCREASE OPPORTUNITIES FOR YOUTH, FAMILIES, AND COMMUNITIES. 12 12 144 15 0 0 2940405 2474974 12176948 13650334 186114 260311 5499886 8429226 20803353 24814845 0 0 0 0 14745299 16267653 0 0 0 6864474 6071344 21609773 22338997 -806420 2475848 18861813 27997214 9913277 16176765 8948536 11820449 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 5353688 10402654 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. 4638658 4294907 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 ASSISTANCESESSIONS. 4118690 3931289 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. 2726305 3450710 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. 2726305 3450710 16837341 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 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 1 105 0 1 144 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 SUITE 140 SCOTTS VALLEY CA 95066 VIGNETTA CHARLES CHIEF EXECUTIVE OFFICER 40.00 X 333286 0 67165 KARIN COYLE CHIEF SCIENCE OFFICER 40.00 X 195786 0 35101 COLEEN CANTWELL VP BUSINESS DEVELOPMENT 40.00 X 186219 0 44630 ERIC BLANKE CHIEF OPERATING OFFICER 40.00 X 201322 0 20137 DANA HAWKINS CHIEF FINANCIAL OFFICER 40.00 X 177516 0 28260 JILL DENNER SENIOR RESEARCH SCIENTIST 40.00 X 176699 0 28877 MICHAEL EVERETT CHIEF PEOPLE & CULTURE OFFICER 40.00 X 173648 0 31202 PAM DRAKE SENIOR RESEARCH SCIENTIST 40.00 X 150330 0 51279 MATHEW MCDOWELL DIRECTOR OF PRODUCT PARTNERSHIP 40.00 X 148097 0 39626 MADHURI JHA VP OF SCIENCE, EQUITY & INTEGRATION 40.00 X 165752 0 11207 JOHN SHIELDS DIRECTOR OF DATA STRATEGIES & INSIGHTS 40.00 X 142531 0 34046 JAMES CARMODY SENIOR WEB DEVELOPMENT MANAGER 40.00 X 148427 0 28122 LAUREN RANALLI DIR. MARKETING/COMMUNICATIONS 40.00 X 148710 0 26078 MARGUERITA LIGHTFOOT PHD BOARD CHAIR 2.00 X X 0 0 0 LESLIE KANTOR PHD MPH BOARD CHAIR (LEFT 9/23) 2.00 X X 0 0 0 COLLEEN Z GREGERSON BOARD VICE CHAIR 2.00 X X 0 0 0 DOUGLAS CALL BOARD TREASURER 2.00 X X 0 0 0 SARAH MUNSON MBA BOARD TREASURER (LEFT 9/23) 2.00 X X 0 0 0 PEDRO ARISTA MPH BOARD SECRETARY 2.00 X X 0 0 0 GREGG ALTON BOARD MEMBER 2.00 X 0 0 0 ANDREW D FORSYTH PHD BOARD MEMBER 2.00 X 0 0 0 CYNTHIA A GOMEZ PHD BOARD MEMBER (LEFT 9/23) 2.00 X 0 0 0 SHAWN MOORE MBA BOARD MEMBER (LEFT 9/23) 2.00 X 0 0 0 KAREN RAYNE PHD BOARD MEMBER 2.00 X 0 0 0 CAMILA RODRIGUEZ-ROJAS MPH BOARD MEMBER 2.00 X 0 0 0 DONNA SHERARD BOARD MEMBER 2.00 X 0 0 0 ANTHONY SIS MED BOARD MEMBER 2.00 X 0 0 0 DAFINA M WARD JD BOARD MEMBER 2.00 X 0 0 0 MIRIAM WARREN BOARD MEMBER 2.00 X 0 0 0 2348323 0 445730 28 0 1 0 0 2474974 2474974 GOVERNMENT GRANTS 900099 13441961 13441961 CONSULTING AND OTHER INCOME 900099 208373 208373 13650334 389533 389533 10510 139732 -129222 -129222 -129222 10402654 1973428 8429226 8429226 24814845 22079560 0 260311 X 2080868 1500647 580221 10512881 7581511 2931370 846987 610817 236170 1884577 1359089 525488 942340 679581 262759 20895 3093 17802 81180 12017 69163 17106 2532 14574 3440007 3223312 216695 1358975 1070121 288854 686060 477609 208451 76105 60310 15795 SUPPLIES 147183 115932 31251 PRINTING 127726 118614 9112 OTHER 116107 22156 93951 22338997 16837341 5501656 0 4672796 6404205 4065722 3928396 6041700 10714 21201 770886 816353 127455 298089 1589504 1587342 78267 2162 5623405 10395701 1075000 1075000 822284 629691 18861813 27997214 1270498 2226231 7806525 13314199 836254 636335 9913277 16176765 X 8948536 11820449 8948536 11820449 18861813 27997214 2475848 396065 0 X X 0 1 X 1 1 1 X 1866526 3555331 2934326 2940405 2474974 13771562 11314227 12181620 11718503 12176948 24052988 71444286 13180753 15736951 14652829 15117353 26527962 85215848 0 7673290 9226082 10256919 11212217 10510300 48878808 7673290 9226082 10256919 11212217 10510300 48878808 36337040 242682 150199 272163 186114 389533 1240691 242682 150199 272163 186114 389533 1240691 13423435 15887150 14924992 15303467 26917495 86456539 0.42030 0.40660 0.01440 0.01710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46530 44862 1668 1542974 1542480 494 2162 OPERATING LEASE LIABILITY 636335 636335 X 27184338 396065 396065 26788273 -1973428 -1973428 24814845 24312425 1973428 1973428 22338997 0 22338997 PART X, LINE 2: EDUCATION, TRAINING AND RESEARCH ASSOCIATES IS ORGANIZED AS A CALIFORNIA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 170(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER IRC SECTIONS 509(A)(1). ETR IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, ETR IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT IS UNRELATED TO THEIR EXEMPT PURPOSES. ETR MANAGEMENT HAS DETERMINED THAT ETR IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,973,428. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,973,428. 1 SUB-SAHARAN AFRICA 0 1 PROGRAM EXPENSES EDUCATION & RESEARCH 64696 0 1 0 0 0 1 64696 0 64696 0 0 0 0 0 0 PART I, LINE 2: EXPENSES ARE RECORDED AND REVIEWED YEARLY. PART I, LINE 3: ACCRUAL X X X X X 0 0 0 0 0 0 0 0 0 VIGNETTA CHARLES CHIEF EXECUTIVE OFFICER 299796 0 33490 0 0 0 32432 0 34733 0 400451 0 0 0 KARIN COYLE CHIEF SCIENCE OFFICER 195786 0 0 0 0 0 19998 0 15103 0 230887 0 0 0 COLEEN CANTWELL VP BUSINESS DEVELOPMENT 186219 0 0 0 0 0 19038 0 25592 0 230849 0 0 0 ERIC BLANKE CHIEF OPERATING OFFICER 201322 0 0 0 0 0 20137 0 0 0 221459 0 0 0 DANA HAWKINS CHIEF FINANCIAL OFFICER 177516 0 0 0 0 0 16073 0 12187 0 205776 0 0 0 JILL DENNER SENIOR RESEARCH SCIENTIST 176699 0 0 0 0 0 17670 0 11207 0 205576 0 0 0 MICHAEL EVERETT CHIEF PEOPLE & CULTURE OFFICER 173648 0 0 0 0 0 17443 0 13759 0 204850 0 0 0 PAM DRAKE SENIOR RESEARCH SCIENTIST 150330 0 0 0 0 0 17670 0 33609 0 201609 0 0 0 MATHEW MCDOWELL DIRECTOR OF PRODUCT PARTNERSHIP 148097 0 0 0 0 0 16092 0 23534 0 187723 0 0 0 MADHURI JHA VP OF SCIENCE, EQUITY & INTEGRATION 165752 0 0 0 0 0 0 0 11207 0 176959 0 0 0 JOHN SHIELDS DIRECTOR OF DATA STRATEGIES & INSIGH 142531 0 0 0 0 0 14976 0 19070 0 176577 0 0 0 JAMES CARMODY SENIOR WEB DEVELOPMENT MANAGER 148427 0 0 0 0 0 15277 0 12845 0 176549 0 0 0 LAUREN RANALLI DIR. MARKETING/COMMUNICATIONS 148710 0 0 0 0 0 14871 0 11207 0 174788 0 0 0 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 PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 850. MANAGEMENT AND GENERAL EXPENSES 4,893. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,743. OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 3,222,462. MANAGEMENT AND GENERAL EXPENSES 211,802. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,434,264. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.