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Massachusetts · Nonprofit

EDUCATION RESOURCE STRATEGIES INC

EDUCATION RESOURCE STRATEGIES INC (Massachusetts) receives grants from 24 organizations whose IRS filings report $28,448,861 to it, the largest being GATES FOUNDATION ($8,128,254). 13 of them have funded it in more than one year.

Revenue FY2025
$15M
Funders on record
24
Grants received
$28M
Net assets
$13M
13/24 repeat funderspeak grant-dependency 51%
01What it does

What Education Resource Strategies Inc does

Mission

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.

As stated on its FY2025 Form 990.

Programs

  1. Consulting:ers partners with school systems and state education agencies through projects focused on data (analysis & benchmarking), design (strategy, resource trade-offs, & consensus building), and implementation (planning & monitoring). We support district and state education leaders and focus on how resources (people, time, and money) work together to create strategic systems that support strong schools. We bring the latest research from teh field to every partnership, providing rigorous quantitative and qualitative analysis and facilitating decision-making processes to drive change.

    $10,906,333 spent$8,791,884 earned by the program
    84% of program spending
  2. Field building:ers offers standalone workshops for district and state education leaders interested in growing their skillsets or expand their knowledge base about strategic resource use. Ers facilitates leadership development networks and cohorts that bring together cross-functional district teams using professional learning best practices. Additionally, ers has a suite of free tools, publications, and research that highlights district and state success stories, lessons we have learned through our partnerships, and best practices.

    $2,011,502 spentof which $100,000 as grants$196,901 earned by the program
    16% of program spending

The 2 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $12,917,835.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($8.9M) Expenses 100 ($9.9M) Net assets 100 ($9.9M)2018 Revenue 112 ($9.9M) Expenses 92 ($9.1M) Net assets 102 ($10M)2019 Revenue 124 ($11M) Expenses 93 ($9.2M) Net assets 128 ($13M)2020 Revenue 133 ($12M) Expenses 90 ($8.9M) Net assets 160 ($16M)2021 Revenue 114 ($10M) Expenses 107 ($11M) Net assets 160 ($16M)2022 Revenue 128 ($11M) Expenses 135 ($13M) Net assets 126 ($12M)2023 Revenue 202 ($18M) Expenses 169 ($17M) Net assets 148 ($15M)2024 Revenue 166 ($15M) Expenses 175 ($17M) Net assets 126 ($12M)2025 Revenue 174 ($15M) Expenses 153 ($15M) Net assets 135 ($13M)
'17'18'19'20'21'22'23'24'25
Revenue (174)Expenses (153)Net assets (135)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $22M to $17M (−23%).

$12M
$10M
$13M
$16M
$17M
$18M
$22M
$17M
$17M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 9%. Grants only. Government contracts and fees sit inside program revenue.

34% of EDUCATION RESOURCE STRATEGIES INC’s revenue is contributions — more donation-reliant than the typical peer (23% for the typical peer).

This organization
Typical peer · 4,254 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

−$992k
’17
$867k
’18
$1.9M
’19
$2.9M
’20
−$469k
’21
−$2.0M
’22
$1.3M
’23
−$2.6M
’24
$365k
’25
2.5
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Karen H Miles

CEO/chair

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed171717162122202119
Joined·+3+2+0+7+5+3+3+3
No longer listed·32124525
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 4 funders to 13 funders, grant income rose $1.6M → $5.1M.

3 of 24 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 1% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of EDUCATION RESOURCE STRATEGIES INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

EDUCATION RESOURCE STRATEGIES INC has a broad base — no single funder exceeds 29% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

29%
largest funder
61%
top three
~6
effective funders

Largest funder’s share by year: 2017 70% · 2018 54% · 2019 69% · 2020 51% · 2021 34% · 2022 46% · 2023 25% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

36% of EDUCATION RESOURCE STRATEGIES INC's funders are still giving 3 years after their first grant; 54% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

EDUCATION RESOURCE STRATEGIES INC draws 99% of its grant income from funders outside Massachusetts, across 11 states in all.

WA
IL
MI
NY
MA
CA
AZ
AR
DC
OK
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Massachusetts out of state home

Funder states come from each funder’s own filing. $181k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

EDUCATION RESOURCE STRATEGIES INC has grown faster than half of the 3,794 education nonprofits its size.

Operating margin2% · below the median
Months of reserve2.5mo · below the median
Revenue growth (annualized)7% · above the median

this organization peer median middle 50% of peers· 3,794 education nonprofits $10M–$100M, FY2025

Government funding EDUCATION RESOURCE STRATEGIES INC receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $1.8M on record.

State$1.8M
21
22
23
24
25
Top programs
  • (HH) CONSULTANT SVCS (TO DEPTS)$1.8M

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like EDUCATION RESOURCE STRATEGIES INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Massachusetts

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

86% of spending goes to programs.

Program 86%Management 12%Fundraising 3%

Governance

9
board members
89%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

78%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 2 states

NY
MA

Screen this organization

A dated, signed PDF of the compliance screen for EDUCATION RESOURCE STRATEGIES INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds EDUCATION RESOURCE STRATEGIES INC?
EDUCATION RESOURCE STRATEGIES INC (Massachusetts) receives grants from 24 organizations whose IRS filings report $28,448,861 to it, the largest being GATES FOUNDATION ($8,128,254). 13 of them have funded it in more than one year.
How many funders does EDUCATION RESOURCE STRATEGIES INC have?
IRS filings report 24 organizations giving $28,448,861 in grants to EDUCATION RESOURCE STRATEGIES INC, 13 of which have funded it in more than one year.
Who is the largest funder of EDUCATION RESOURCE STRATEGIES INC?
GATES FOUNDATION is the largest funder on record, with $8,128,254 in grants. The full list of funders is on this page.
How can an organization like EDUCATION RESOURCE STRATEGIES INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 24 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing