To provide excellent curriculum and instruction to students in kindergarten through eighth grade as a pathway to equity and a response to the opportunity gap.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Run by 12 volunteers and 394 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $651K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.9M
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $270K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.6M
34% of total assets
Looks good: liabilities are 34% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$38.6M
-12% vs prior year
Spent
$38.4M
To programs
79%
Net assets
$7.1M
By yearFY2020–FY2025
Revenue
$38.6M
FY2025▼ -12%
Tap a bar for its year
Revenue by fiscal year
FY2020$40.8M
FY2021$46.9M
FY2022$42.3M
FY2023$42.7M
FY2024$43.9M
FY2025$38.6M
Expenses
$38.4M
FY2025▼ -16%
Tap a bar for its year
Expenses by fiscal year
FY2020$40.2M
FY2021$42.4M
FY2022$43.4M
FY2023$48.7M
FY2024$46.0M
FY2025$38.4M
Net assets
$7.1M
FY2025▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.4M
FY2021$16.9M
FY2022$15.5M
FY2023$9.6M
FY2024$6.9M
FY2025$7.1M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $30.3M Management & general 21% · $8.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $1.9M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$199,665Pt VII · Sec A
$196,744Pt VII · Sec A
Principal
$186,897Pt VII · Sec A
$183,865Pt VII · Sec A
$179,533Pt VII · Sec A
Principal
$153,156Pt VII · Sec A
Principal
$145,246Pt VII · Sec A
Academic Director
$128,146Pt VII · Sec A

Anna Bear Dallis’s $200K as Principal is at the 36th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Anna Bear Dallis$199,665$188,218$177,046$168,954$138,938$136,002
Jonathan Carrington$196,744$173,560$166,706$163,009$133,440—
Maureen Ferry—$118,870$192,714$175,199$145,526$147,008
Karen Hicks$186,897$161,966$158,038$133,847——
Latasha Williams———$184,358$151,713$157,063
Marcus Findlay$183,865$152,451$68,376———
Nadia Despenza———$179,853$144,439$145,775
Janelle Samuel$179,533$162,409$156,327$134,303——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers quality education for K-8 students, promoting equity and closing the opportunity gap.

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Provided by the organization

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2 programs · $30.3M · in their own filed words · FY2024
01

General Education

Provided classroom curriculum to students in kindergarten through eighth grade for the 2024-2025 academic year. We served approximately 1,694 students for a full year of classroom instruction.

$22.2Mprogram expense
02

Special Education

Provided opportunities for special education students by providing 12:1:1 classroom settings, integrated co-teaching classrooms in every grade level, special education support services, and counseling.

$8.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$270K
Grants paid · 4 grants · $605K · 2022–2024
Unitemized GrantFY2024$188,349
Unitemized GrantFY2023$247,618
Unitemized GrantFY2022$160,839
Unitemized GrantFY2022$8,453

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$38.6M
Ln 12
Fees for servicesLn 2g$36.9M
Gifts and grantsLn 1h$1.4M
Investment incomeLn 3$214K
Money outPt IX
$38.4M
Ln 25
Programscol B$30.3M
Managementcol C$8.1M
Owns and owesPt X
$7.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.7M
Total assetsLn 16$10.7M
LiabilitiesLn 26$3.6M
PeoplePt VI, VII
23
listed · VII A
PaidVII A12
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Government grantsLn 1e$1.4M
Noncash giftsLn 1g$121K
Fees for servicesLn 2g$36.9M
Investment incomeLn 3$214K
Other incomeLn 4–11$76K
Gains on assetsLn 7$817
Total revenueLn 12$38.6M
Assets in detailPt X, end of year
CashLn 1$93K
SavingsLn 2$2.6M
Cash and savings togetherLn 1–2$2.7M
InvestmentsLn 11–13$4.7M
Land, buildings, equipmentLn 10c$2.9M
Total assetsLn 16$10.7M
LiabilitiesLn 26$3.6M
Net assetsLn 32$7.1M
OperationsPt I, VI
EmployeesI 5394
VolunteersI 612
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$3.1M$2.7M
InvestmentsLn 11–13$4.7M$4.7M
Land, buildings, equipmentLn 10c$2.9M$2.9M
Total assetsLn 16$12.3M$10.7M
LiabilitiesLn 26$5.4M$3.6M
Net assetsLn 32$6.9M$7.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$188K$188K
Pay of current officers, directors and key staffLn 5$1.5M$1.2M$291K
Other salaries and wagesLn 7$20.7M$17.2M$3.5M
Pension plan contributionsLn 8$289K$241K$48K
Other employee benefitsLn 9$3.7M$3.1M$623K
Payroll taxesLn 10$1.6M$1.4M$278K
Management feesLn 11a$4.5M$2.5M$2.1M
Legal feesLn 11b$63K$63K
Accounting feesLn 11c$91K$91K
Other fees for servicesLn 11g$925K$581K$344K
Advertising and promotionLn 12$545K$432K$113K
Office expensesLn 13$676K$430K$246K
Information technologyLn 14$944K$802K$142K
TravelLn 17$18K$15K$3K
Conferences, conventions and meetingsLn 19$83K$70K$12K
Depreciation, depletion and amortizationLn 22$119K$27K$91K
InsuranceLn 23$325K$277K$49K
Other expenses (24a–d)Ln 24$1.9M$1.8M$132K
All other expensesLn 24e$234K$199K$35K
Total functional expensesLn 25$38.4M$30.3M$8.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $38.6M$38.4M$209K$7.1M 990 PDF
FY2024 $43.9M$46.0M−$2.1M$6.9M 990 PDF
FY2023 $42.7M$48.7M−$6.0M$9.6M 990 PDF
FY2022 $42.3M$43.4M−$1.1M$15.5M 990 PDF
FY2021 $46.9M$42.4M$4.4M$16.9M 990 PDF
FY2020 $40.8M$40.2M$632K$12.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $38,614,499 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,099,451$1,432,612
I-9 Program service revenuePrior year $39,615,532$36,891,646
I-10 Investment incomePrior year $44,379$213,806
I-11 Other revenuePrior year $123,946$76,435
I-12 Total revenuePrior year $43,883,308$38,614,499
I-13 Grants and similar amounts paidPrior year $247,618$188,349
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $34,307,917$27,757,822
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $11,398,854$10,459,742
I-18 Total expensesPrior year $45,954,389$38,405,913
I-19 Revenue less expensesPrior year −$2,071,081$208,586
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $38,614,499 across 9 lines filed
VIII-1e Government grants$1,432,516
VIII-1f All other contributions, gifts and grants$96
VIII-1g Noncash contributions (included above)$120,722
VIII-1h Total contributions, gifts and grants$1,432,612
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $36,891,646$36,891,646
VIII-3 Investment incomeExcluded from tax $212,989$212,989
VIII-7 Net gain or loss on sales of assetsExcluded from tax $817$817
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $76,435$76,435
VIII-12 Total revenueRelated to mission $36,891,646 · Unrelated business $0 · Excluded from tax $290,241$38,614,499
Part IX · Statement of functional expenses $38,405,913 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $188,349$188,349
IX-5 Pay of current officers, directors and key staffPrograms $1,165,561 · Management $291,390$1,456,951
IX-7 Other salaries and wagesPrograms $17,205,011 · Management $3,468,609$20,673,620
IX-8 Pension plan contributionsPrograms $241,135 · Management $47,572$288,707
IX-9 Other employee benefitsPrograms $3,077,111 · Management $622,755$3,699,866
IX-10 Payroll taxesPrograms $1,361,058 · Management $277,620$1,638,678
IX-11a Management feesPrograms $2,483,625 · Management $2,057,861$4,541,486
IX-11b Legal feesManagement $63,407$63,407
IX-11c Accounting feesManagement $91,118$91,118
IX-11g Other fees for servicesPrograms $580,570 · Management $344,494$925,064
IX-12 Advertising and promotionPrograms $432,137 · Management $112,872$545,009
IX-13 Office expensesPrograms $429,564 · Management $245,964$675,528
IX-14 Information technologyPrograms $802,010 · Management $141,532$943,542
IX-17 TravelPrograms $15,183 · Management $2,679$17,862
IX-19 Conferences, conventions and meetingsPrograms $70,425 · Management $12,428$82,853
IX-22 Depreciation, depletion and amortizationPrograms $27,455 · Management $91,103$118,558
IX-23 InsurancePrograms $276,564 · Management $48,806$325,370
IX-24 Other expenses (24a–d)Programs $1,764,038 · Management $131,639$1,895,677
IX-24e All other expensesPrograms $199,338 · Management $34,930$234,268
IX-25 Total functional expensesPrograms $30,319,134 · Management $8,086,779 · Fundraising $0$38,405,913
Part X · Balance sheet $10,732,156 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $2,324,506$93,108
X-2 Savings and temporary cash investmentsStart of year $757,553$2,644,922
X-3 Pledges and grants receivableStart of year $1,451,917$284,544
X-4 Accounts receivableStart of year $141,454$94,747
X-9 Prepaid expenses and deferred chargesStart of year $49,365$20,045
X-10c Land, buildings and equipment, netStart of year $2,869,097$2,883,893
X-11 Publicly traded securitiesStart of year $4,724,979$4,710,897
X-16 Total assetsStart of year $12,318,871$10,732,156
X-17 Accounts payable and accrued expensesStart of year $4,413,223$3,089,219
X-19 Deferred revenueStart of year $32,642$0
X-25 Other liabilitiesStart of year $979,534$506,227
X-26 Total liabilitiesStart of year $5,425,399$3,595,446
X-27 Net assets without donor restrictionsStart of year $6,893,472$7,136,710
X-32 Total net assets or fund balancesStart of year $6,893,472$7,136,710
X-33 Total liabilities and net assetsStart of year $12,318,871$10,732,156
Part XI · Reconciliation of net assets $7,136,710 net assets at year end
XI-1 Total revenue$38,614,499
XI-2 Total expenses$38,405,913
XI-3 Revenue less expenses$208,586
XI-4 Net assets at start of year$6,893,472
XI-5 Net unrealized gains (losses) on investments$34,652
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,136,710

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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