Sustained Leaders FY2024 filing

Tax-deductible

Fort Worth, TX501(c)(3)EducationEIN 86-2223346Revenue $926K in FY2024

On file with the IRSsustainedleaders.org10533 Verna Trl W, 76108-4216 · Fort Worth, TXTax-exempt since Jan 2022Publicly supported charity — 170(b)(1)(A)(vi)

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SustainED Leaders seeks to empower education leaders to lead continuous instructional improvement in schools by building teacher and staff capacity to plan and facilitate learning experiences that accelerate the learning and growth of every child.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$587K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · 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
4 of 4
filings with a surplus
Average surplus $324K a year · 28% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$587K
to officers and key staff · 67% of spending
Concern: pay to officers and key staff is 67% of spending; over 30%.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 11.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$926K
-18% vs prior year
Spent
$879K
To programs
86%
Net assets
$807K
By yearFY2022–FY2025
Revenue
$926K
FY2024▼ -18%
Tap a bar for its year
Revenue by fiscal year
FY2022$666K
FY2023$1.1M
FY2024$926K
FY2025$2.0M
Expenses
$879K
FY2024▲ +32%
Tap a bar for its year
Expenses by fiscal year
FY2022$375K
FY2023$664K
FY2024$879K
FY2025$1.5M
Net assets
$807K
FY2024▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2022$292K
FY2023$760K
FY2024$807K
FY2025$1.4M

From the FY2024 Form 990 (year ending May 2024) · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2022.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $752K Management & general 3% · $29K Fundraising 11% · $98K

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

12 people listed on the 990; $587K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$138,443Pt VII · Sec A
Leadership Development Director
$119,579Pt VII · Sec A
Leadership Development Director
$116,379Pt VII · Sec A
Leadership Development Director
$113,017Pt VII · Sec A
Program Director
$99,679Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Superintendent of Schools, Bezo Academy
$0Pt VII · Sec A

Jacob Stainbrook’s $167K as CEO is at the 97th percentile of top reported officer pay among 1613 $100K–1M 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 · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022
Jacob Stainbrook$166,799$138,443$124,978$81,305
Rachel Yearwood$124,620$119,579——
Grace Insorio$121,120———
Caitlin Wright$118,029$113,017——
Mary Grace Insorio—$116,379——
Naima Blakes$107,941$99,679——
Joseph Aaron$9,559———

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

Empowers education leaders to build teacher capacity for continuous instructional improvement and child learning.

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Provided by the organization

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2 programs · $752K · in their own filed words · FY2023
01

Our second program Developing Leaders to Lead Continuous Improvement also included implementing research-based curriculum (both ELA or Math) in all of the 12 schools we worked with in Dallas ISD.

$487Kprogram expense
02

Leadership Pipelines consisted of three primary programs. (1) Coaching Aspiring Principals enrolled in ed leadership Masters programs at SMU Simmons School of Education. Key Accomplishments: In the 23/24 school year SustainED Leaders staff led the second year residency including monthly professional learning sessions and individual…

$265Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$25K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$926K
Ln 12
Fees for servicesLn 2g$478K
Gifts and grantsLn 1h$432K
Investment incomeLn 3$16K
Money outPt IX
$879K
Ln 25
Programscol B$752K
Managementcol C$29K
Fundraisingcol D$98K
Owns and owesPt X
$807K
net assets · Ln 32
Cash and savingsLn 1–2$807K
Total assetsLn 16$807K
LiabilitiesLn 26$0
PeoplePt VI, VII
12
listed · VII A
PaidVII A5
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$432K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$478K
Investment incomeLn 3$16K
Total revenueLn 12$926K
Assets in detailPt X, end of year
CashLn 1$167K
SavingsLn 2$641K
Cash and savings togetherLn 1–2$807K
Total assetsLn 16$807K
LiabilitiesLn 26$0
Net assetsLn 32$807K
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderMay
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 FY24End FY24
Cash and savingsLn 1–2$700K$807K
Total assetsLn 16$760K$807K
LiabilitiesLn 26$0$0
Net assetsLn 32$760K$807K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$160K$104K$16K$40K
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$503K$476K$0$27K
Pension plan contributionsLn 8$6K$5K$143$600
Other employee benefitsLn 9$28K$24K$668$3K
Payroll taxesLn 10$55K$48K$1K$6K
Other fees for servicesLn 11g$80K$64K$0$16K
Advertising and promotionLn 12$6K$0$6K
Office expensesLn 13$16K$14K$2K
Information technologyLn 14$2K$2K
RoyaltiesLn 15$0$0
OccupancyLn 16$0$0
TravelLn 17$12K$12K
Travel and entertainment for public officialsLn 18$0$0
Conferences, conventions and meetingsLn 19$4K$4K
InterestLn 20$0$0
Payments to affiliatesLn 21$0$0
Depreciation, depletion and amortizationLn 22$0$0
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$7K$0$7K$0
Total functional expensesLn 25$879K$752K$29K$98K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.0M$1.5M$488K$1.4M 990 PDF
FY2024 Viewing $926K$879K$47K$807K 990 PDF
FY2023 $1.1M$664K$469K$760K 990 PDF
FY2022 $666K$375K$292K$292K 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 FY2024 990 (6 parts)
Part I · Summary $925,755 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $550,200$432,419
I-9 Program service revenuePrior year $582,665$477,575
I-10 Investment incomePrior year $0$15,761
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,132,865$925,755
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $570,641$750,751
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $93,531$127,919
I-18 Total expensesPrior year $664,172$878,670
I-19 Revenue less expensesPrior year $468,693$47,085
Part VI · Governance 8 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
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 $925,755 across 12 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$432,419
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$432,419
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $477,575 · Unrelated business $0 · Excluded from tax $0$477,575
VIII-3 Investment incomeRelated to mission $15,761 · Unrelated business $0 · Excluded from tax $0$15,761
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $493,336 · Unrelated business $0 · Excluded from tax $0$925,755
Part IX · Statement of functional expenses $878,670 across 24 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $104,000 · Management $16,000 · Fundraising $40,000$160,000
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $475,530 · Management $0 · Fundraising $27,000$502,530
IX-8 Pension plan contributionsPrograms $5,185 · Management $143 · Fundraising $600$5,928
IX-9 Other employee benefitsPrograms $24,190 · Management $668 · Fundraising $2,797$27,655
IX-10 Payroll taxesPrograms $47,793 · Management $1,320 · Fundraising $5,525$54,638
IX-11g Other fees for servicesPrograms $63,749 · Management $0 · Fundraising $15,963$79,712
IX-12 Advertising and promotionPrograms $0 · Fundraising $6,250$6,250
IX-13 Office expensesPrograms $13,902 · Management $1,757$15,659
IX-14 Information technologyPrograms $2,000$2,000
IX-15 RoyaltiesPrograms $0$0
IX-16 OccupancyPrograms $0$0
IX-17 TravelPrograms $11,863$11,863
IX-18 Travel and entertainment for public officialsPrograms $0$0
IX-19 Conferences, conventions and meetingsPrograms $3,658$3,658
IX-20 InterestPrograms $0$0
IX-21 Payments to affiliatesPrograms $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0$0
IX-23 InsuranceManagement $2,025$2,025
IX-24 Other expenses (24a–d)Programs $0 · Management $6,752 · Fundraising $0$6,752
IX-25 Total functional expensesPrograms $751,870 · Management $28,665 · Fundraising $98,135$878,670
Part X · Balance sheet $807,400 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $699,575$166,595
X-2 Savings and temporary cash investments$640,805
X-4 Accounts receivableStart of year $60,740$0
X-16 Total assetsStart of year $760,315$807,400
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $660,315$807,400
X-28 Net assets with donor restrictionsStart of year $100,000$0
X-32 Total net assets or fund balancesStart of year $760,315$807,400
X-33 Total liabilities and net assetsStart of year $760,315$807,400
Part XI · Reconciliation of net assets $807,400 net assets at year end
XI-1 Total revenue$925,755
XI-2 Total expenses$878,670
XI-3 Revenue less expenses$47,085
XI-4 Net assets at start of year$760,315
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$807,400

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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