2025-01-30T10:09:14-06:00 2024-06-30 264532849 PURK & ASSOCIATES PC 1034 SOUTH BRENTWOOD BLVD STE 2000 SAINT LOUIS MO 63117 990 2023-07-01 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 2025-01-29 1 0 JENNAH R PURK CPA P00614610 3148844000 2025-01-29 2023 2025-03-06 01:10:19Z ERIC SCROGGINS 5501 DELMAR BLVD SUITE A300 ST LOUIS MO 63112 12600936 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. 7 7 28 0 0 0 13957608 12325965 0 0 63945 274971 0 0 14021553 12600936 5151838 5934504 0 0 2732368 3598805 0 0 13477 4865885 4556556 12750091 14089865 1271462 -1488929 5488522 3999593 0 0 5488522 3999593 X THE OPPORTUNITY TRUST INVESTS IN EDUCATORS AND SCHOOL SYSTEMS EAGER TO BUILD THE CAPACITY REQUIRED TO MAKE SIGNIFICANT AND MEASURABLE CHANGE. 0 0 2356426 1040210 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. 7409241 4101713 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. 2348876 552000 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. 439122 240581 STRATEGIC PRIORITIES 5 THE EXPANDING OPPORTUNITIES: MISSOURI CHARTER SCHOOL PROGRAM: A U.S. DEPARTMENT OF EDUCATION APPROVED BUDGET OF $35.5 MILLION TO HELP MISSOURI EXPAND OPPORTUNITIES FOR STUDENTS TO ATTEND QUALITY CHARTER PUBLIC SCHOOLS. MISSOURI'S CSP PROGRAM HAS THREE OBJECTIVES: 1) INCREASE THE NUMBER OF QUALITY MISSOURI CHARTER PUBLIC SCHOOL SEATS, ESPECIALLY FOR OUR MOST EDUCATIONALLY DISADVANTAGED STUDENTS, 2) SUPPORT QUALITY CHARTER SCHOOL AUTHORIZING IN MISSOURI, THROUGH THE DISSEMINATION AND SUPPORT OF BEST AUTHORIZER PRACTICES STATEWIDE, AND 3) CODIFY AND SHARE LESSONS FROM HIGH-PERFORMING CHARTER PUBLIC SCHOOLS ACROSS THE EDUCATION ECOSYSTEM. 439122 240581 12553665 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 0 0 0 0 0 0 0 0 0 1 141 0 1 28 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 ERIC SCROGGINS CHIEF EXECUTIVE OFFICER 50.00 X X 375356 0 13759 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 CINDY BRINKLEY DIRECTOR 1.00 X X 0 0 0 JEMINA BERNARD DIRECTOR 1.00 X X 0 0 0 JESSE DIXON PARTNER 50.00 X 191338 0 13162 TIARA SHEREE JORDAN EMPLOYEE 50.00 X 149742 0 7271 RACHEL DONNICE POWERS PARTNER 50.00 X 167783 0 6484 TANESIA LASHAY SIMMONS PARTNER 50.00 X 176928 0 17700 AMELIA CORL EMPLOYEE 50.00 X 159089 0 1818 BRANDI CHIN PARTNER 50.00 X 192756 0 22027 ANTONIO PACIFICO EMPLOYEE 50.00 X 140189 0 14059 1553181 0 96280 8 0 1 0 TNTP INC 500 7TH AVENUE 8TH FLOOR NEW YORK NY 10018 CONSULTING 401934 LEARNING HEROES CO GLOBAL IMPACT 1199 N FAIRFAX ST ALEXANDRIA VA 22314 CONSULTING 165000 NORDIC SCHOOL LLC 235 PHARR ROAD NORTHEAST ATLANTA GA 30305 CONSULTING 153846 SIBLING RIVALRY STUDIO 701 SANTA MONICA BLVD 200 SANTA MONICA CA 90401 CONSULTING 126000 INNOVARE - SOCIAL INNOVATION PARTNERS I 222 WEST MERCHANDISE MART PLAZA CHICAGO IL 60654 CONSULTING 117530 9 427475 11898490 12325965 274971 274971 12600936 0 0 274971 X 5934504 5934504 566694 538359 28335 2523256 2294803 228453 85269 77529 7740 187496 161011 26485 236090 217483 18607 52873 34946 17927 143223 6734 136489 2441423 2167182 273491 750 379333 76041 302767 525 207151 97531 108879 741 94782 60 94722 226538 172693 42554 11291 36028 36028 28157 12946 15211 PROGRAM INITIATIVES 505752 504519 1233 STIPENDS 166514 166514 EVENTS 162788 88837 73781 170 OPERATIONAL GRANT MAKIN 109721 109721 2273 1973 300 14089865 12553665 1522723 13477 5362609 3921884 162807 91190 107645 71617 18268 6092 5488522 3999593 0 0 X 5488522 3999593 5488522 3999593 5488522 3999593 -1488929 0 X X 0 1 X 1 0 X 7181008 7625797 10923312 13957608 12325965 52013690 7181008 7625797 10923312 13957608 12325965 52013690 52013690 2450 1410 1122 63945 274971 343898 52357588 0.99340 0.99850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124000 124000 13965865 14089865 854493 213623 0 0 524858 674241 787505 854493 2841097 4261646 196722 133500 120000 124000 574222 131215 168560 196876 213623 710274 1065411 12009 5404 6605 41185 28284 12901 109613 57502 52111 71617 X 12325965 0 12325965 274971 274971 12600936 14089865 0 14089865 0 14089865 PART X, LINE 2: NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS CHANGED. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 274,971. 1 THE 74 MILLION 222 BROADWAY NEW YORK NY 10038 501(C)(3) 50000 0 INNOVATIVE CONCEPTS IN EDUCATION BELIEVE SCHOOLS 2540 N CAPITOL AVENUE INDIANAPOLIS IN 46208 501(C)(3) 450000 0 NEW SCHOOLS ATLAS PUBLIC SCHOOLS 400 S 18TH STREET ST LOUIS MO 63103 833942865 501(C)(3) 290670 0 NEW SCHOOLS MISSOURI CHARTER PUBLIC SCHOOL ASSOCIATION 1306 PAPIN STREET ST LOUIS MO 63103 501(C)(3) 200000 0 RESEARCH, LEARNING, AND POLICY KIPP ST LOUIS 1310 PAPIN STREET SUITE 203 ST LOUIS MO 63103 010916759 501(C)(3) 292455 0 EXISTING SCHOOL EXPANSION SOUTHSIDE EARLY CHILDHOOD CENTER 2101 S JEFFERSON AVE ST LOUIS MO 63104 501(C)(3) 51350 0 EXISTING SCHOOL IMPROVEMENT MOMENTUM ACADEMY 2000 SOUTH 8TH STREET ST LOUIS MO 63104 501(C)(3) 300585 0 EXISTING SCHOOL IMPROVEMENT CITY GARDEN MONTESSORI 1618 TOWER GROVE AVE ST LOUIS MO 63110 431671014 501(C)(3) 338000 0 EXISTING SCHOOL EXPANSION ST LOUIS VOICES ACADEMY 4220 DUNCAN AVE ST LOUIS MO 63110 501(C)(3) 732175 0 NEW SCHOOLS TEACH FOR AMERICA 5501 DELMAR BLVD SUITE A280 ST LOUIS MO 63112 501(C)(3) 50000 0 NEW SCHOOLS BRIDGE 2 HOPE 5501 DELMAR BLVD ST LOUIS MO 63112 501(C)(3) 504210 0 PARENT & STUDENT LEADERSHIP NAVIGATE STL SCHOOLS 5501 DELMAR BLVD SUITE 200 A ST LOUIS MO 63112 842862378 501(C)(3) 502500 0 REMOVING BARRIERS TO ACCESS ST LOUIS TEACHER RESIDENCY 3407 S JEFFERSON AVE ST LOUIS MO 63118 301000654 501(C)(3) 300000 0 DIVERSE/EFFECTIVE TEACHERS AND LEADERS KAIROS ACADEMIES 2315 MIAMI STREET ST LOUIS MO 63118 815408421 501(C)(3) 509596 0 NEW SCHOOLS BEGINNING FUTURES 2 4981 THRUSH AVENUE ST LOUIS MO 63120 844952085 501(C)(3) 29000 0 EXISTING SCHOOL IMPROVEMENT THE SCHOOL DISTRICT OF UNIVERSITY CITY 8136 GROBY ROAD UNIVERSITY CITY MO 63130 436003857 501(C)(3) 266220 0 DISTRICT CONDITIONS FOR SUCCESS THE LEADERSHIP SCHOOL 1785 PENNSYLVANIA AVE PAGEDALE MO 63133 833692466 501(C)(3) 450152 0 NEW SCHOOLS PREMIER CHARTER SCHOOL 5279 FYLER AVE ST LOUIS MO 63139 501(C)(3) 550000 0 EXISTING SCHOOL IMPROVEMENT ST LOUIS BLACK AUTHORS OF CHILDREN'S LITERATURE 3934 HARTFORD STREET SAINT LOUIS MO 63116 501(C)(3) 21000 0 ALIGNED COMMUNITY COALITION SHOW ME THE WORLD 1920 WEST KALAMAZOO STREET LANSING MI 48915 501(C)(3) 10500 0 ALIGNED COMMUNITY COALITION URBAN LEAGUE OF METROPOLITAN ST LOUIS 1408 NORTH KINGSHIGHWAY ST LOUIS MO 63108 501(C)(3) 7000 0 ALIGNED COMMUNITY COALITION A NEW GENERATION CHILDCARE 10633 SPRING GARDEN DRIVE ST LOUIS MO 63137 501(C)(3) 6500 0 EXISTING SCHOOL IMPROVEMENT BADEN CHRISTIAN CHILD CARE CENTER INC 8375 NORTH BROADWAY ST LOUIS MO 63147 501(C)(3) 6500 0 EXISTING SCHOOL IMPROVEMENT PLAYTIME ACADEMY CHILDREN DEVELOPMENT CENTER 1318 NORTH NEWSTEAD AVE ST LOUIS MO 63031 501(C)(3) 6500 0 EXISTING SCHOOL IMPROVEMENT LITTLE EXPLORERS LEARNING CENTER LLC 5192 PRIORYBROOK ROAD FLORISSANT MO 63033 501(C)(3) 5500 0 EXISTING SCHOOL IMPROVEMENT LITTLE PRECIOUS ANGELS CHILDCARE 2 LLC 3131 CHIPPEWA STREET ST LOUIS MO 63118 501(C)(3) 5500 0 EXISTING SCHOOL IMPROVEMENT LITTLE WARRIORS ACADEMY LLC 5192 PRIORYBROOK ROAD FLORISSANT MO 63033 501(C)(3) 5500 0 EXISTING SCHOOL IMPROVEMENT MYLES AHEAD CHILD CARE & LEARNING CENTER LLC 8501 PARK LANE ST LOUIS MO 63147 501(C)(3) 5500 0 EXISTING SCHOOL IMPROVEMENT 27 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 300356 0 75000 0 0 0 0 0 13759 0 389115 0 0 0 BRANDI CHIN PARTNER 169297 0 0 0 23459 0 0 0 22027 0 214783 0 0 0 JESSE DIXON PARTNER 191338 0 0 0 0 0 0 0 13162 0 204500 0 0 0 TANESIA LASHAY SIMMONS PARTNER 176928 0 0 0 0 0 0 0 17700 0 194628 0 0 0 RACHEL DONNICE POWERS PARTNER 167783 0 0 0 0 0 0 0 6484 0 174267 0 0 0 AMELIA CORL EMPLOYEE 143488 0 15601 0 0 0 0 0 1818 0 160907 0 0 0 TIARA SHEREE JORDAN EMPLOYEE 149742 0 0 0 0 0 0 0 7271 0 157013 0 0 0 ANTONIO PACIFICO EMPLOYEE 140189 0 0 0 0 0 0 0 14059 0 154248 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 2,142,903. MANAGEMENT AND GENERAL EXPENSES 271,206. FUNDRAISING EXPENSES 750. TOTAL EXPENSES 2,414,859. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 24,279. MANAGEMENT AND GENERAL EXPENSES 2,285. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,564. FORM 990, PART XII, LINE 2C NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS CHANGED.