Nonprofit · EIN 20-1978102
EDUCATION RESOURCE STRATEGIES INC
Tax-exempt · WATERTOWN, MA 02472
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $15,462,618 | $15,097,837 | $364,781 | $17,085,754 | $3,747,765 | $13,337,989 |
| December 31, 2024 | 990 | $14,735,558 | $17,295,089 | -$2,559,531 | $16,751,147 | $4,349,112 | $12,402,035 |
| December 31, 2023 | 990 | $17,929,911 | $16,674,383 | $1,255,528 | $21,719,071 | $7,115,041 | $14,604,030 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,246,444
- Program service revenue
- $8,988,785
- Investment income
- $555,765
- Net gain from sales of assets
- $248,069
- Other revenue
- $671,624
Expenses
- Grants and similar amounts paid
- $100,000
- Compensation of officers, directors and key employees
- $1,440,087
- Other salaries and wages
- $8,435,873
- Salaries, compensation and benefits (total)
- $11,407,799
- Professional fundraising fees
- $0
- Legal fees
- $42,477
- Accounting fees
- $54,200
- Occupancy
- $881,694
- Travel
- $308,250
- Depreciation
- $320,304
- Program services (functional)
- $12,917,835
- Management and general (functional)
- $1,788,611
- Fundraising (functional)
- $391,391
Balance sheet and other
- Total assets, start of year
- $16,751,147
- Total assets, end of year
- $17,085,754
- Total liabilities, end of year
- $3,747,765
- Net assets, end of year
- $13,337,989
- Land, buildings and equipment
- $743,005
- Publicly traded securities
- $8,873,137
- Net assets without donor restrictions
- $10,610,731
- Net assets with donor restrictions
- $2,727,258
- Gross receipts
- $17,572,660
- Employees
- 82
- Volunteers
- 0
- Year formed
- 2004
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN TRAVERS | PRESIDENT/MANAGING PARTNER Officer | 40 | $277,884 | $35,695 |
| GREGORY HILLS | COO/MANAGING PARTNER Officer | 40 | $285,560 | $9,110 |
| VENTURA RODRIGUEZ | PARTNER Highest-paid employee | 40 | $245,597 | $9,904 |
| ANGELA KING SMITH | PARTNER Highest-paid employee | 40 | $229,303 | $19,890 |
| BETTY CHANG | MANAGING PARTNER Key employee | 40 | $216,610 | $31,365 |
| JESSICA E O'CONNOR | PARTNER Highest-paid employee | 40 | $201,439 | $35,881 |
| KATHRYN ROY | CLERK, PARTNER & GEN. COUNSEL Officer | 40 | $212,562 | $10,865 |
| KAREN H MILES | CEO/CHAIR Trustee or director, Officer | 40 | $197,142 | $21,692 |
| EMILY PARFIT | PARTNER Highest-paid employee | 40 | $202,784 | $10,126 |
| JOSEPH J TRAWICK-SMITH | PARTNER Highest-paid employee | 40 | $185,870 | $15,048 |
| RENEE HARPER | FORMER CHIEF FINANCIAL OFFICER Officer | 40 | $112,645 | $0 |
| LESLIE TORRES-RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MONICA HIGGINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEAN-CLAUDE BRIZARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELLEN GUINEY | DIRECTOR Trustee or director | 1 | $0 |
| ERIC GORDON | DIRECTOR Trustee or director | 1 | $0 |
| KIRA ORANGE JONES | DIRECTOR Trustee or director | 1 | $0 |
| MARCIA BLENKO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN TRAVERS | PRESIDENT/MANAGING PARTNER Officer | 40 | $290,215 | $42,607 |
| GREG HILLS | COO/MANAGING PARTNER Officer | 40 | $291,676 | $4,359 |
| DAVID ROSENBERG | PARTNER Highest-paid employee | 40 | $272,470 | $8,740 |
| VENTURA RODRIGUEZ | PARTNER Highest-paid employee | 40 | $251,480 | $11,459 |
| JOSEPH J TRAWICK-SMITH | PARTNER Highest-paid employee | 40 | $235,633 | $25,952 |
| KAREN H MILES | CHIEF EXECUTIVE OFFICER/CHAIR Trustee or director, Officer | 40 | $228,055 | $25,827 |
| ANGELA KING SMITH | PARTNER Highest-paid employee | 40 | $232,862 | $20,556 |
| BETTY CHANG | MANAGING PARTNER Key employee | 40 | $201,191 | $32,966 |
| KATHRYN ROY | CLERK, PARTNER & GENERAL COUNSEL Officer | 40 | $209,005 | $9,265 |
| RENEE HARPER | CHIEF FINANCIAL OFFICER Officer | 40 | $203,396 | $12,076 |
| TARA ANDERSON | DIRECTOR, CONSULTING Highest-paid employee | 40 | $196,610 | $10,802 |
| MARCIA BLENKO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEAN-CLAUDE BRIZARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLEN GUINEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIRA ORANGE JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER C GORMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DESMOND BLACKBURN | FORMER DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIC GORDON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| IRVIN LEON SCOTT | FORMER DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MONICA HIGGINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN TRAVERS | PRESIDENT/MANAGING PARTNER Officer | 45 | $285,387 | $35,843 |
| DAVID ROSENBERG | PARTNER Highest-paid employee | 45 | $264,923 | $8,108 |
| ANGELA KING SMITH | PARTNER Highest-paid employee | 45 | $243,079 | $21,217 |
| KAREN H MILES | CHIEF EXECUTIVE OFFICER Officer | 32 | $231,737 | $25,978 |
| JOSEPH J TRAWICK-SMITH | PARTNER Highest-paid employee | 45 | $230,686 | $23,852 |
| VENTURA RODRIGUEZ | PARTNER Highest-paid employee | 45 | $245,519 | $6,884 |
| BETTY CHANG | MANAGING PARTNER Key employee | 45 | $215,426 | $33,734 |
| RENEE HARPER | CHIEF FINANCIAL OFFICER Officer | 45 | $206,293 | $11,302 |
| EMILY PARFIT | PARTNER Highest-paid employee | 45 | $193,360 | $10,591 |
| KAREN BAROODY | PARTNER/MANAGING DIRECTOR Officer | 45 | $144,230 | $7,211 |
| GREG HILLS | COO/MANAGING PARTNER Officer | 45 | $94,835 | $177 |
| MARCIA BLENKO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DESMOND BLACKBURN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER C GORMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLEN GUINEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MONICA HIGGINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| IRVIN LEON SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEAN-CLAUDE BRIZARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIRA ORANGE JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 480 PLEASANT ST STE C200, WATERTOWN, MA 02472-2467
- Principal officer (990 for 2025)
- GREGORY HILLS, 480 PLEASANT STREET SUITE C-200, WATERTOWN, MA 02472
- Signed the 990
- GREGORY HILLS, COO/MANAGING PARTNER
- Phone
- (617) 607-8000
- Website
- WWW.ERSTRATEGIES.ORG
- Return prepared by
- SMITH SULLIVAN & BROWN PC
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 accomplishments
- 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.Expenses $10,906,333 · revenue $8,791,884
- 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.Expenses $2,011,502 · grants $100,000 · revenue $196,901
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1978102
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $17,085,754
- Income (IRS master file)
- $17,572,660
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $15,462,618 | $15,097,837 | $17,085,754 | XML |
| 990 | December 2024 | $14,735,558 | $17,295,089 | $16,751,147 | XML |
| 990 | December 2023 | $17,929,911 | $16,674,383 | $21,719,071 | XML |
| 990 | December 2022 | $11,370,381 | $13,358,587 | $18,474,705 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1978102).
Questions about EDUCATION RESOURCE STRATEGIES INC
- What is the EIN of EDUCATION RESOURCE STRATEGIES INC?
- The employer identification number (EIN) of EDUCATION RESOURCE STRATEGIES INC is 20-1978102.
- Is EDUCATION RESOURCE STRATEGIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to EDUCATION RESOURCE STRATEGIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EDUCATION RESOURCE STRATEGIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EDUCATION RESOURCE STRATEGIES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDUCATION RESOURCE STRATEGIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of EDUCATION RESOURCE STRATEGIES INC?
- The 990 for the year ended December 31, 2025 names GREGORY HILLS.
- Who are the officers and directors of EDUCATION RESOURCE STRATEGIES INC?
- The 990 for the year ended December 31, 2025 lists 19 people; 11 received compensation from the organization, the highest $277,884 (JONATHAN TRAVERS, PRESIDENT/MANAGING PARTNER).
- How much revenue does EDUCATION RESOURCE STRATEGIES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $15,462,618, expenses of $15,097,837 and total assets of $17,085,754 at year end.
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