2024-02-14T13:15:39-06:00 2023-06-30 264532849 PURK & ASSOCIATES PC 1034 SOUTH BRENTWOOD BLVD STE 2000 SAINT LOUIS MO 63117 990 2022-07-01 821838644 THE OPPORTUNITY TRUST D/B/A ZEST EDUCATION OPPO 3143285688 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 3143285688 2024-02-10 1 ERIC SCROGGINS XXX-XX-XXXX 1 JENNAH R PURK CPA P00614610 3148844000 2024-02-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIC SCROGGINS 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 14021553 0 X THEOPPORTUNITYTRUST.ORG X 2017 MO THE OPPORTUNITY TRUST INVESTS IN EDUCATORS AND SCHOOL SYSTEMS EAGER TO BUILD THE CAPACITY REQUIRED TO MAKE SIGNIFICANT AND MEASURABLE CHANGE. 10 10 20 0 0 0 10923312 13957608 0 0 1122 63945 0 0 10924434 14021553 4755802 5151838 0 0 2015240 2732368 0 0 22995 3699159 4865885 10470201 12750091 454233 1271462 4217060 5488522 0 0 4217060 5488522 THE OPPORTUNITY TRUST INVESTS IN EDUCATORS AND SCHOOL SYSTEMS EAGER TO BUILD THE CAPACITY REQUIRED TO MAKE SIGNIFICANT AND MEASURABLE CHANGE. 0 0 2519069 996477 OUR FIRST STRATEGIC PRIORITY IS TO ELEVATE THE VOICES OF THOSE MOST UNDERSERVED BY OUR SCHOOL SYSTEMS AND EMPOWER FAMILIES AND STUDENTS TO DESIGN AND DRIVE CHANGE AS PART OF A BROAD AND DIVERSE COALITION. THIS PROGRAM AIMS TO 1) STRENGTHEN PARENT LEADERSHIP AND ADVOCACY INFRASTRUCTURE BY ORGANIZING AND GROWING NEW NEIGHBORHOOD GROUPS FOCUSED ON LOWEST 5% PERFORMING SCHOOLS IN ST. LOUIS CITY, SEEDING EFFORTS TO CREATE DEMAND IN ST. LOUIS COUNTY, AND IMPROVING CHARTER PERCEPTIONS BY ORGANIZING 10K CHARTER PARENT VOICES VIA STATE CHARTER ASSOCIATION, 2) INCREASING TRUST THROUGH DEVELOPMENT OF COMMUNITY COALITIONS, AND 3) CONTINUE INVESTING IN EARLY STAGE GROWTH OF KEY PARTNERS. 6002449 3285561 OUR SECOND STRATEGIC PRIORITY IS FOCUSED ON INCREASING ACCESS TO WORLD-CLASS SCHOOLS BY GROWING THE CAPACITY OF OUR MOST SUCCESSFUL SCHOOLS, LAUNCHING NEW AND INNOVATIVE SCHOOLS, STRENGTHENING EXISTING SCHOOLS WITH CONDITIONS FOR SUSTAINED SUCCESS, AND HELPING DISTRICTS TO METHODICALLY TRANSFORM THEIR LOWEST PERFORMING SCHOOLS. THIS PROGRAIM AIMS TO 1) DRIVE TOWARD GOAL OF 25% STUDENTS IN QUALITY SEATS BY EXPANDING INVESTMENTS IN NEW SCHOOLS, EXPANDING INVESTMENTS FROM THREE SCHOOLS IN FY21 TO THIRTEEN SCHOOLS IN FY24 AND MAINTAINING INVESTMENTS IN HIGH PERFORMING CHARTERS, 2) CATALYZE SUPPORT FOR DISTRICT AUTONOMOUS MODELS THROUGH COMMUNITY DESIGN AND POST-SECONDARY INTERMEDIARY INITIATIVE, AND 3) EXPLORE PARTNERSHIPS WITH SEVEN COUNTY DISTRICTS REPRESENTING 27K STUDENTS ENROLLED IN LOW-QUALITY SCHOOLS. 3084253 869800 OUR THIRD STRATEGIC PRIORITY IS TO BUILD AN EDUCATION ECOSYSTEM THAT SUPPORTS IMPROVEMENT, INNOVATION, AND EQUITY. THIS PROGRAM'S OBJECTIVES ARE TO 1) MITIGATE HIGH ATTRITION RATES AND DECLINING SUPPLY OF TEACHERS FROM REGIONAL TEACHER PREPARATION PROGRAMS, 2) DEVELOP MORE ROBUST SCHOOL AND BOARD LEADERSHIP SUCCESSION PLANNING AND PIPELINES, 3) LAUNCH NEW EDUCATION-FOCUSED COMMUNICATIONS PLATFORM, 4) BECOME DESTINATION FOR HIGH QUALITY EDUCATION DATA THROUGH INTERNAL RESEARCH AND THROUGH PARTNERSHIPS, AND 5) SHIFT STATE POLICY ADVOCACY TO STRATEGIC PARTNERS. 11605771 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 20 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MO X ERIC SCROGGINS 3143285688 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 BISHOP MICHAEL JONES SR DIRECTOR 1.00 X X 0 0 0 JOHN LEMKEMEIER DIRECTOR 1.00 X X 0 0 0 TODD R SCHNUCK DIRECTOR 1.00 X X 0 0 0 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 50.00 X X 375156 0 0 JOHN W KEMPER DIRECTOR 1.00 X X 0 0 0 JESSICA PENA DIRECTOR 1.00 X X 0 0 0 KEITH WILLIAMSON CHAIR 1.00 X X 0 0 0 ANTHONY THOMPSON DIRECTOR 1.00 X X 0 0 0 CINDY BRINKLEY DIRECTOR 1.00 X X 0 0 0 ELIZABETH ADEFIOYE DIRECTOR 1.00 X X 0 0 0 JESSE DIXON PARTNER 50.00 X 177157 0 0 TIARA SHEREE JORDAN EMPLOYEE 50.00 X 136927 0 0 RACHEL DONNICE POWERS EMPLOYEE 50.00 X 125371 0 0 TANESIA LASHAY SIMMONS EMPLOYEE 50.00 X 166739 0 0 981350 0 0 5 0 1 0 BELIEVED LLC 5409 FOREST GLEN DR BROWNSBURG IN 46112 CONSULTING 177200 EDSTRATEGIES LLC 244 LINDEN AVENUE ST LOUIS MO 63105 CONSULTING 120000 2 13957608 146080 13957608 63945 63945 14021553 0 0 63945 X 5151838 5151838 981350 927376 53974 1345204 1274264 70940 63576 59928 3648 165225 150288 14937 177013 169068 7945 32148 26722 5426 137896 137896 1868237 1665656 187581 15000 198355 56681 141674 248934 142126 106133 675 94860 481 94379 352242 242637 102285 7320 36028 36028 12752 9993 2759 PROGRAM INITIATIVES 1315094 1314574 520 STIPENDS 354180 310180 44000 EVENTS 156963 103381 53582 RECRUITING 7196 578 6618 51000 51000 12750091 11605771 1121325 22995 4066497 5362609 162807 55162 143673 107645 6890 18268 4217060 5488522 0 0 X 4217060 5488522 4217060 5488522 4217060 5488522 1271462 0 X X 0 1 X 1 0 X 6343935 7181008 7625797 10923312 13957608 46031660 6343935 7181008 7625797 10923312 13957608 46031660 46031660 844 2450 1410 1122 63945 69771 46101431 0.99850 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120000 120000 12630091 12750091 787505 196876 0 0 483957 524858 674241 787505 2470561 3705842 229400 196722 133500 120000 679622 120989 131215 168560 196876 617640 926460 12009 3002 9007 41185 16580 24605 109613 35580 74033 107645 13957608 0 13957608 63945 63945 14021553 12750091 0 12750091 0 12750091 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 63,945. 1 ATLAS PUBLIC SCHOOLS 400 S 18TH STREET ST LOUIS MO 63103 833942865 501(C)(3) 432992 0 NEW SCHOOLS BEGINNING FUTURES 2 4981 THRUSH AVENUE ST LOUIS MO 63120 844952085 501(C)(3) 12500 0 EXISTING SCHOOL IMPROVEMENT CITY GARDEN MONTESSORI 1618 TOWER GROVE AVE ST LOUIS MO 63110 431671014 501(C)(3) 469813 0 EXISTING SCHOOL EXPANSION HAWTHORN LEADERSHIP SCHOOL FOR GIRLS 1901 NORTH KINGSHIGHWAY BLVD ST LOUIS MO 63113 462334548 501(C)(3) 50000 0 EXISTING SCHOOL IMPROVEMENT JNB CONSULTING 1613 E 25TH AVENUE DENVER CO 80205 501(C)(3) 12000 0 DIVERSE/EFFECTIVE TEACHERS AND LEADERS KAIROS ACADEMIES 2315 MIAMI STREET ST LOUIS MO 63118 815408421 501(C)(3) 540902 0 NEW SCHOOLS KIPP ST LOUIS 1310 PAPIN STREET SUITE 203 ST LOUIS MO 63103 010916759 501(C)(3) 382500 0 EXISTING SCHOOL EXPANSION MOMENTUM ACADEMY 2000 SOUTH 8TH STREET ST LOUIS MO 63104 501(C)(3) 355000 0 EXISTING SCHOOL IMPROVEMENT NAVIGATE STL SCHOOLS 5501 DELMAR BLVD SUITE 200 A ST LOUIS MO 63112 842862378 501(C)(3) 546664 0 REMOVING BARRIERS TO ACCESS ST LOUIS COMMUNITY FOUNDATION 2 OAK KNOLL ST LOUIS MO 63105 501(C)(3) 41250 0 DIGITAL DIVIDE FUND ST LOUIS TEACHER RESIDENCY 3407 S JEFFERSON AVE ST LOUIS MO 63118 301000654 501(C)(3) 300000 0 DIVERSE/EFFECTIVE TEACHERS AND LEADERS ST LOUIS UNIVERSITY 3545 LINDELL BLVD ST LOUIS MO 63103 501(C)(3) 20000 0 RESEARCH, LEARNING, AND POLICY ST LOUIS VOICES ACADEMY 1220 OLIVE ST SUITE 200 ST LOUIS MO 63103 501(C)(3) 255619 0 NEW SCHOOLS TEACH FOR AMERICA 5501 DELMAR BLVD SUITE A280 ST LOUIS MO 63112 501(C)(3) 180000 0 NEW SCHOOLS THE LEADERSHIP SCHOOL 1785 PENNSYLVANIA AVE PAGEDALE MO 63133 833692466 501(C)(3) 319235 0 NEW SCHOOLS THE SCHOOL DISTRICT OF UNIVERSITY CITY 8136 GROBY ROAD UNIVERSITY CITY MO 63130 436003857 501(C)(3) 194000 0 DISTRICT CONDITIONS FOR SUCCESS BELIEVE SCHOOLS 2540 N CAPITOL AVENUE INDIANAPOLIS IN 46208 501(C)(3) 254400 0 NEW SCHOOLS BRIDGE 2 HOPE 5501 DELMAR BLVD ST LOUIS MO 63112 501(C)(3) 250000 0 PARENT & STUDENT LEADERSHIP MISSOURI CHARTER PUBLIC SCHOOL ASSOCIATION 1306 PAPIN STREET ST LOUIS MO 63103 501(C)(3) 200000 0 RESEARCH, LEARNING, AND POLICY SOUTHSIDE EARLY CHILDHOOD CENTER 2101 S JEFFERSON AVE ST LOUIS MO 63104 501(C)(3) 51350 0 EXISTING SCHOOL IMPROVEMENT THE 74 MILLION 222 BROADWAY NEW YORK NY 10038 501(C)(3) 50000 0 INNOVATIVE CONCEPTS IN EDUCATION COUNTERPUBLIC 2701 CHEROKEE STREET ST LOUIS MO 63118 501(C)(3) 50000 0 EDUCATION PROGRAM SPONSORSHIP GATEWAY SCIENCE ACADEMY OF ST LOUIS 6025 CHIPPEWA ST STE 206 ST LOUIS MO 63109 501(C)(3) 34550 0 EXISTING SCHOOL EXPANSION NORTH SIDE COMMUNITY SCHOOL 3033 NORTH EUCLID AVENUE ST LOUIS MO 63115 501(C)(3) 22200 0 EXISTING SCHOOL EXPANSION ST LOUIS CITY LEAGUE 4132 UTAH STREET ST LOUIS MO 63116 501(C)(3) 19500 0 ALIGNED COMMUNITY COALITION THE CORE COLLECTIVE AT ST VINCENT HOME 7401 FLORISSANT ROAD ST LOUIS MO 63121 501(C)(3) 10000 0 ALIGNED COMMUNITY COALITION YOUTH AND FAMILY CENTER 818 CASS AVENUE ST LOUIS MO 63106 501(C)(3) 10000 0 ALIGNED COMMUNITY COALITION ST LOUIS LANGUAGE IMMERSION SCHOOL 1881 PINE STREET ST LOUIS MO 63103 501(C)(3) 8200 0 EXISTING SCHOOL IMPROVEMENT ALIGNED 22052 W 66TH STREET STE 200 SHAWNEE MISSION KS 66226 501(C)(3) 7500 0 EXISTING SCHOOL IMPROVEMENT BROWNPRENEURS 1720 MARKET STREET ST LOUIS MO 63182 501(C)(3) 7500 0 ALIGNED COMMUNITY COALITION JADASA 2880 NETHERTON DRIVE STE 103 ST LOUIS MO 63136 501(C)(3) 7500 0 ALIGNED COMMUNITY COALITION KEYCHAIN KARNIVAL LLC 20 SOUTH SARAH STREET ST LOUIS MO 63108 501(C)(3) 7500 0 ALIGNED COMMUNITY COALITION MENA DARRE LLC 4346 GIBSON AVENUE ST LOUIS MO 63110 501(C)(3) 7500 0 ALIGNED COMMUNITY COALITION JUSTINE PETERSEN 1023 N GRAND BLVD SAINT LOUIS MO 63106 501(C)(3) 7500 0 ALIGNED COMMUNITY COALITION 34 0 PART I, LINE 2: MONITORING IS PERFORMED PERIODICALLY THROUGH THE USE OF FEEDBACK REPORTS BY THE GRANTEE ON HOW THE GRANT FUNDING WAS UTILIZED. 1 X X 0 0 0 0 0 0 0 0 0 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 300156 0 75000 0 0 0 0 0 0 0 375156 0 0 0 JESSE DIXON PARTNER 177157 0 0 0 0 0 0 0 0 0 177157 0 0 0 TANESIA LASHAY SIMMONS EMPLOYEE 166739 0 0 0 0 0 0 0 0 0 166739 0 0 0 X 3 146080 NET PROCEEDS FROM SALE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT AND PRESENTED TO THE CEO OF THE TRUST. THE CEO THEN REVIEWS THE FORM 990, SIGNS, AND FILES. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING-BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT AFFIRMING SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE PRIMARY ACTIVITIES OF THE ORGANIZATION MUST BE TAX-EXEMPT PURPOSED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD DETERMINES THE EXECUTIVE SALARY VIA NATIONAL AND LOCAL BENCHMARK ANALYSES. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES THE FINANCIAL INFORMATION AND POLICIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,665,656. MANAGEMENT AND GENERAL EXPENSES 187,581. FUNDRAISING EXPENSES 15,000. TOTAL EXPENSES 1,868,237. FORM 990, PART XII, LINE 2C NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS CHANGED.