EDUCATION RESOURCE STRATEGIES INC Charity Report

Public IRS 990 nonprofit record

EDUCATION RESOURCE STRATEGIES INC

EIN 20-1978102 · Educational Services (B90)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders19 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

83.54%of revenue went to mission work85.6% of expenses · Program services

2.53%of revenue went to fundraising2.6% of expenses

$97.64spent for every $100 of revenueRevenue covered expenses this year.

11.57%of revenue went to management and office costs11.8% of expenses

$1.13in assets for every $1 spent this yearSome assets cannot be spent right away.

33.9%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $313,579 for JONATHAN TRAVERS (PRESIDENT/MANAGING PARTNER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$15,462,618

Mission workProgram services$12,917,83583.54% of revenue85.6% of expenses

ManagementOffice and general costs$1,788,61111.57% of revenue11.8% of expenses

FundraisingAsking for donations$391,3912.53% of revenue2.6% of expenses

Revenue left after expensesReported annual surplus$364,7812.36% of revenueShown in gray on the chart

Total expenses$15,097,83797.64% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 85.6% mission · 11.8% management · 2.6% fundraisingTotal expenses: 97.64% of revenue

2024Expense mix: 85.5% mission · 12.2% management · 2.3% fundraisingTotal expenses: 117.37% of revenue

2023Expense mix: 86.4% mission · 11.9% management · 1.7% fundraisingTotal expenses: 93.00% of revenue

2022Expense mix: 83.2% mission · 14.4% management · 2.4% fundraisingTotal expenses: 117.49% of revenue

2021Expense mix: 85.1% mission · 12.4% management · 2.5% fundraisingTotal expenses: 104.64% of revenue

2020Expense mix: 83.1% mission · 16.0% management · 0.9% fundraisingTotal expenses: 75.46% of revenue

2019Expense mix: 86.0% mission · 13.1% management · 0.9% fundraisingTotal expenses: 82.97% of revenue

2018Expense mix: 86.6% mission · 12.1% management · 1.3% fundraisingTotal expenses: 91.27% of revenue

Money in and money out

Revenue$15,462,618

Expenses$15,097,837

Annual surplus $364,781 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$12,917,835 · 85.6% of expenses

Management and office costs$1,788,611 · 11.8% of expenses

Fundraising$391,391 · 2.6% of expenses

See all reported dollar amounts

Revenue$15,462,618

Expenses$15,097,837

Assets$17,085,754

Income$17,400,214

Contributions$5,246,444

Mission work (program services)$12,917,835

Fundraising$391,391

Grants given$1,300,000

Average grant$162,500

Management and general$1,788,611

Stocks and bonds$8,873,137

Accounting fees$54,200

Investing fees$95,365

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JONATHAN TRAVERSPRESIDENT/MANAGING PARTNER · 40 hrs/week $313,579Base $277,884 · Other $35,695

GREGORY HILLSCOO/MANAGING PARTNER · 40 hrs/week $294,670Base $285,560 · Other $9,110

VENTURA RODRIGUEZPARTNER · 40 hrs/week $255,501Base $245,597 · Other $9,904

ANGELA KING SMITHPARTNER · 40 hrs/week $249,193Base $229,303 · Other $19,890

BETTY CHANGMANAGING PARTNER · 40 hrs/week $247,975Base $216,610 · Other $31,365

JESSICA E OCONNORPARTNER · 40 hrs/week $237,320Base $201,439 · Other $35,881

KATHRYN ROYCLERK, PARTNER & GEN. COUNSEL · 40 hrs/week $223,427Base $212,562 · Other $10,865

KAREN H MILESCEO/CHAIR · 40 hrs/week $218,834Base $197,142 · Other $21,692

EMILY PARFITPARTNER · 40 hrs/week $212,910Base $202,784 · Other $10,126

JOSEPH J TRAWICK-SMITHPARTNER · 40 hrs/week $200,918Base $185,870 · Other $15,048

RENEE HARPERFORMER CHIEF FINANCIAL OFFICER · 40 hrs/week $112,645

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (19)

JONATHAN TRAVERSPRESIDENT/MANAGING PARTNER

GREGORY HILLSCOO/MANAGING PARTNER

VENTURA RODRIGUEZPARTNER

ANGELA KING SMITHPARTNER

BETTY CHANGMANAGING PARTNER

JESSICA E OCONNORPARTNER

KATHRYN ROYCLERK, PARTNER & GEN. COUNSEL

KAREN H MILESCEO/CHAIR

EMILY PARFITPARTNER

JOSEPH J TRAWICK-SMITHPARTNER

RENEE HARPERFORMER CHIEF FINANCIAL OFFICER

ELLEN GUINEYDIRECTOR

ERIC GORDONDIRECTOR

JEAN-CLAUDE BRIZARDDIRECTOR

ANN CLARKDIRECTOR

KIRA ORANGE JONESDIRECTOR

LESLIE TORRES-RODRIGUEZDIRECTOR

MARCIA BLENKODIRECTOR

MONICA HIGGINSDIRECTOR

About this charity

Recognized since: January 2005
Location: 480 PLEASANT STREET SUITE C-200, WATERTOWN, MA 02472
County: Middlesex
In care of: GREGORY HILLS
Primary officer: GREGORY HILLS, COO/MANAGING PARTNER

How to reach them

WebsiteVisit the charity’s website Phone(617) 607-8000

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: SMITH SULLIVAN & BROWN PC
NTEE classification: Educational Services (B90)
IRS tax category: Educational Services
Grant-giving organization: Yes