Civic Intelligence

Strada Education Foundation Inc.

990T • Fiscal year 2022 • EIN 47-3044430

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileWWW.STRADAEDUCATION.ORG

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10 West Market Street Suite 1100Indianapolis, IN 46204

(317) 806-1200

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2015: $1Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $367,188,510Liabilities 2016: $28,342,877Net Assets 2016: $338,845,6332016Assets 2017: $1,414,001,176Liabilities 2017: $32,548,101Net Assets 2017: $1,381,453,0752017Assets 2018: $1,395,395,473Liabilities 2018: $43,618,262Net Assets 2018: $1,351,777,2112018Assets 2019: $1,559,443,913Liabilities 2019: $55,472,590Net Assets 2019: $1,503,971,3232019Assets 2020: $1,671,156,809Liabilities 2020: $51,335,864Net Assets 2020: $1,619,820,9452020Assets 2021: $2,055,980,919Liabilities 2021: $43,798,966Net Assets 2021: $2,012,181,9532021Assets 2022: $1,944,963,967Liabilities 2022: $60,011,532Net Assets 2022: $1,884,952,4352022Assets 2023: $2,098,503,918Liabilities 2023: $56,138,058Net Assets 2023: $2,042,365,8602023Assets 2024: $1,837,044,236Liabilities 2024: $76,901,907Net Assets 2024: $1,760,142,3292024

Latest loaded filing

2024

Assets$1,837,044,236
Liabilities$76,901,907
Net Assets$1,760,142,329
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $49,831,661Expenses 2016: $52,118,518Net Income 2016: -$2,286,8572016Revenue 2017: $97,062,342Expenses 2017: $79,783,473Net Income 2017: $17,278,8692017Revenue 2018: $169,832,911Expenses 2018: $103,030,957Net Income 2018: $66,801,9542018Revenue 2019: $160,940,145Expenses 2019: $100,525,702Net Income 2019: $60,414,4432019Revenue 2020: $181,933,523Expenses 2020: $80,192,477Net Income 2020: $101,741,0462020Revenue 2021: $291,514,184Expenses 2021: $80,099,395Net Income 2021: $211,414,7892021Revenue 2022: $89,606,480Expenses 2022: $101,647,351Net Income 2022: -$12,040,8712022Revenue 2023: $91,272,355Expenses 2023: $101,126,709Net Income 2023: -$9,854,3542023Revenue 2024: $207,660,821Expenses 2024: $180,502,322Net Income 2024: $27,158,4992024

Latest loaded filing

2024

Revenue$207,660,821
Expenses$180,502,322
Net Income$27,158,499
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v7.0
Mission and Program Overview

Mission

To provide oversight and direction over the policies, programs, and activities of roadtrip nation, ltd., council for adult and experiential learning, and dxtera institute, inc. To pursue their mission to enhance postsecondary education preparedness, access, and success.

Filing and Contact Details

Filer

Filer Name
Strada Education Foundation Inc
EIN
47-3044430
Phone
3178061200
Address
10 WEST MARKET STREET SUITE 1100, INDIANAPOLIS, IN 46204

Signing Officer

Name
Larry Lutz
Title
President & CEO
Phone
3178061200
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
111 MONUMENT CIRCLE SUITE 4200, INDIANAPOLIS, IN 46204-5108
Preparer
Samantha Bokori
Phone
3174648600
Raw XML Appendix192 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt057725
IRS1120ScheduleD/NetCapitalGainAmt0904200
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0904200
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt057725
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0904200
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt057725
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-611
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt13
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2881764
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt323466
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt4351
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt5-773
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LEAVITT EQUITY PARTNERS II, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1SOLAMERE CAPITAL FUND II, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2VISTRIA FUND (FT), LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3GSO CREDIT ALPHA FUND II-C, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4RETHINK EDUCATION II, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5RETHINK EDUCATION III, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0904200
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-233
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt144165
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-279
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt31715
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt412357
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0SOLAMERE CAPITAL FUND II, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1GSO CREDIT ALPHA FUND II-C, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2ARES PATHFINDER FUND, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3AUDAX DIRECT LENDING SOLUTIONS FUND II-B
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4PATIENT SQUARE EQUITY PARTNER-A, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt057725
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0THOMAS R ERTEL
IRS990T/BooksInCareOfDetail/PhoneNum03178061200
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt010 WEST MARKET STREET SUITE 1100
IRS990T/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd046204
IRS990T/BookValueAssetsEOYAmt01944963967
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt018904
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt03
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt040000
IRS990T/OverpaymentSection/OverpaymentAmt0769481
IRS990T/OverpaymentSection/RefundAmt0729481
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt07620709
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt1547821
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1611710
IRS990T/PriorYearOverpaymentCreditAmt0805209
IRS990TScheduleA/CapitalGainNetIncomeAmt0961925
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/BusinessName/BusinessNameLine1Txt0STRADA SOLUTIONS
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/EIN0371897172
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgDeductionAmt00
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgNetUnrltIncmAmt0173095
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgPymtGrossIncmAmt0173095
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgTaxableIncomeAmt03036300
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgTotSpcfdPymtAmt0173095
IRS990TScheduleA/NetCtrlOrgIntAnntsRyltsRntsAmt0173095
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt1110156
IRS990TScheduleA/NetOperatingLossDeductionAmt20
IRS990TScheduleA/OtherDeductionsAmt010598
IRS990TScheduleA/OtherDeductionsAmt133120
IRS990TScheduleA/OtherDeductionsAmt2442
IRS990TScheduleA/OtherIncomeAmt06724
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/PrincipalBusinessActivityCd1901101
IRS990TScheduleA/PrincipalBusinessActivityCd2611710
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceTotalNum03
IRS990TScheduleA/SequenceTotalNum13
IRS990TScheduleA/SequenceTotalNum23
IRS990TScheduleA/TaxesAndLicensesAmt0167937
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalAllocableDeductionsAmt20
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt20
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt0173095
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt20
IRS990TScheduleA/TotalDeductionsAmt010598
IRS990TScheduleA/TotalDeductionsAmt1201057
IRS990TScheduleA/TotalDeductionsAmt2442
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt20
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt20
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-19401
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-610496
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-1042
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentDeductionsAmt20
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalRentIncomeAmt20
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt20
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt20
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0173095
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1338752
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt2-1042
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0173095
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1338752
IRS990TScheduleA/TotUnrltTrdBusIncmAmt2-1042
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TradeOrBusinessDesc0INTEREST FROM CONTROLLED ORGANIZATIONS
IRS990TScheduleA/TradeOrBusinessDesc1LIMITED PARTNERSHIP ACTIVITIES
IRS990TScheduleA/TradeOrBusinessDesc2JEFFERSON EDUCATION HOLDINGS, LLC
IRS990TScheduleA/UBIBeforeNOLDedAmt0162497
IRS990TScheduleA/UBIBeforeNOLDedAmt1137695
IRS990TScheduleA/UBIBeforeNOLDedAmt2-1484
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0162497
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt127539
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt2-1484
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt035728
IRS990T/TaxLessCreditsAmt035728
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0805209
IRS990T/TotalTaxAmt035728
IRS990T/TotalTaxComputationAmt035728
IRS990T/TotalUBTIAmt0170132
IRS990T/TotalUBTIBeforeNOLSpecificAmt0171132
IRS990T/TotalUBTIBeforeSection199AAmt0171132
IRS990T/TotalUBTIComputedAmt0190036
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY LUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03178061200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STRADA EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STRA
ReturnHeader/Filer/EIN0473044430
ReturnHeader/Filer/PhoneNum03178061200
ReturnHeader/Filer/USAddress/AddressLine1Txt010 WEST MARKET STREET SUITE 1100
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462045108
ReturnHeader/PreparerPersonGrp/PhoneNum03174648600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMANTHA BOKORI
ReturnHeader/ReturnTs02023-11-15T13:36:32-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUTZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,837$76.9$1,760$208$181$27.2
2023Summary only. Only limited summary data is available for this year.$2,099$56.1$2,042$91.3$101$9.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,945$60.0$1,885$89.6$102$12.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,056$43.8$2,012$292$80.1$211
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,671$51.3$1,620$182$80.2$102
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,559$55.5$1,504$161$101$60.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,395$43.6$1,352$170$103$66.8
2017Summary only. Only limited summary data is available for this year.$1,414$32.5$1,381$97.1$79.8$17.3
2016Detailed filing. Detailed filing data is available for this year.$367$28.3$339$49.8$52.1$2.29
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00