Civic Intelligence

Strivetogether Inc.

990 • Fiscal year 2019 • EIN 81-3380647

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

125 East 9th St 2nd FLCincinnati, OH 45202

(513) 929-1150

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.11x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.04x

Higher debt load relative to revenue than 15% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

22nd percentile

-5.2%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$316,459

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

5th percentile

-15%

Faster asset growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

30%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$5,898,635

Down $1,011,122 (-15%) from 2018

Net Assets

Down

$5,231,058

Down $848,843 (-14%) from 2018

Liabilities

Down

$667,577

Down $162,279 (-20%) from 2018

Revenue

Up

$16,226,809

Up $3,708,153 (+30%) from 2018

Expenses

Up

$17,075,652

Up $3,080,628 (+22%) from 2018

Net Income

Up

-$848,843

Up $627,525 (+43%) from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2017: $8,211,153Liabilities 2017: $654,884Net Assets 2017: $7,556,2692017Assets 2018: $6,909,757Liabilities 2018: $829,856Net Assets 2018: $6,079,9012018Assets 2019: $5,898,635Liabilities 2019: $667,577Net Assets 2019: $5,231,0582019Assets 2020: $8,381,463Liabilities 2020: $811,762Net Assets 2020: $7,569,7012020Assets 2021: $15,484,641Liabilities 2021: $821,729Net Assets 2021: $14,662,9122021Assets 2022: $14,912,469Liabilities 2022: $1,683,608Net Assets 2022: $13,228,8612022Assets 2023: $13,940,747Liabilities 2023: $1,342,889Net Assets 2023: $12,597,8582023Assets 2024: $10,920,758Liabilities 2024: $1,425,820Net Assets 2024: $9,494,9382024

Highlighted filing

2019

Assets$5,898,635
Liabilities$667,577
Net Assets$5,231,058

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2017: $5,758,341Expenses 2017: $4,937,125Net Income 2017: $821,2162017Revenue 2018: $12,518,656Expenses 2018: $13,995,024Net Income 2018: -$1,476,3682018Revenue 2019: $16,226,809Expenses 2019: $17,075,652Net Income 2019: -$848,8432019Revenue 2020: $30,982,246Expenses 2020: $28,643,603Net Income 2020: $2,338,6432020Revenue 2021: $28,425,480Expenses 2021: $21,332,269Net Income 2021: $7,093,2112021Revenue 2022: $24,548,359Expenses 2022: $25,982,410Net Income 2022: -$1,434,0512022Revenue 2023: $24,639,354Expenses 2023: $25,270,357Net Income 2023: -$631,0032023Revenue 2024: $30,313,803Expenses 2024: $33,416,723Net Income 2024: -$3,102,9202024

Highlighted filing

2019

Revenue$16,226,809
Expenses$17,075,652
Net Income-$848,843
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.1
Gross Receipts
$16,226,809
Mission and Program Overview

Mission

To build the capacity of communities to dramatically improve educational outcomes for every child from cradle to career by providing strategic assistance, network communications and high-quality resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,071,380$3,806,503▲ $735,123
Accounts Receivable$2,846,805$1,191,801▼ $1,655,004
Land, Buildings, and Equipment, Net$309,607$505,449▲ $195,842
Prepaid Expenses and Deferred Charges$136,342$108,493▼ $27,849
Total Assets$6,909,757$5,898,635▼ $1,011,122
Other Assets Total$545,623$286,389▼ $259,234
Liabilities
Accounts Payable and Accrued Expenses$794,856$599,435▼ $195,421
Deferred Revenue$35,000$68,142▲ $33,142
Total Liabilities$829,856$667,577▼ $162,279
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,735,210$2,777,187▲ $1,041,977
Net Assets With Donor Restrictions$4,344,691$2,453,871▼ $1,890,820
Total Net Assets Fund Balance$6,079,901$5,231,058▼ $848,843
Total Liabilities and Net Assets / Fund Balance$6,909,757$5,898,635▼ $1,011,122

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$342,020$66,617$408,637
Other Land Buildings$99,658$26,599$126,257
Equipment$63,771$23,053$86,824
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BlatzCEOFT$239,678$76,781$316,459
Josh DavisVice President of ExternalFT$176,392$35,195$211,587
Kevin SansberryVice President of People, Values and CultureFT$172,019$27,083$199,102
Kevin SansberryVice President of People, Values and-$166,562$32,540$199,102
Brittany SpeedVice President of FinanceFT$151,784$34,072$185,856
Colin GrothVice President of ProgramsFT$152,086$28,155$180,241
Parvathi Santhosh-KumarSenior Director of ImpactFT$128,090$26,212$154,302
Bridget JancarzChief of StaffFT$126,664$25,821$152,485
Cheryl BroadnaxSenior Director of District ImprovementFT$133,476$12,094$145,570
Kelly AnchrumSenior Director of Marketing and CommunicationFT$128,107$13,036$141,143
Rikita Sharma KurupSenior Director of Learning and ActivationFT$117,441$23,278$140,719

Board Members and Trustees

NameTitle
Nancy ZimpherBoard Chair
Danae DavisBoard Vice Chair
Connie BallmerDirector
James BellDirector
Lisa HamiltonDirector
Russell BookerDirector
Sue LehmannDirector
Tony PipaDirector
Tom FryTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
GMMB IncCommunication Strategies Consulting3050 K Street NW Suite 100, Washington, DC 20007$130,077
-Data Analytical and Salesforce Implement1073 Trowbridge Court, Longwood, FL 32750$109,320
Revenue and Support

Revenue Composition

Contributions and Grants
$15,326,729
Program Service Revenue
$775,508
Investment Income
$124,572
Other Revenue
$0
All Other Contributions
$15,157,978
Change in Net Assets
$-848,843

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,226,809
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$16,226,809
Total Revenue per Form 990
$16,226,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,168,789
Salaries, Compensation, and Employee Benefits$4,597,160
Other Expenses$4,309,703
Total Fundraising Expense$1,159,062
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,168,789--$8,168,789
Other Salaries and Wages$1,381,522$455,447$349,176$2,186,145
Current Officers, Directors, Trustees, and Key Employees$1,154,837$380,715$291,882$1,827,434
Conferences and Meetings$1,197,402$63,925$2,539$1,263,866
Fees for Services Other$638,850$142,696$99,173$880,719
Information Technology$294,902$196,688$113,784$605,374
Travel$311,093$84,295$44,741$440,129
Depreciation Depletion$214,495$70,713$54,213$339,421
Payroll Taxes$169,225$55,789$42,771$267,785
Occupancy$151,620$49,985$38,322$239,927
Other Expenses$81,890$138,012$12,967$232,869
Other Employee Benefits$137,741$45,409$34,814$217,964
Pension Plan Contributions$61,824$20,382$15,626$97,832
Fees for Services Legal$43,073$9,621$6,687$59,381
Total Functional Expenses$14,150,527$1,766,063$1,159,062$17,075,652

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,075,652
Total Expenses per Audited Statements$17,075,652
Total Expenses per Form 990$17,075,652
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Commit2DallasDallas, TX501( C)(3)Challenge Fund$850,000
Foundation for Tacoma Students Graduate TacomaTacoma, WA501( C)(3)Challenge Fund$850,000
KnowledgeWorks FoundationStrive PartnershipCincinnati, OH501( C)(3)Challenge Fund$848,634
United Way of Salt LakePromise Partnership of Salt LakeSalt Lake, UT501( C)(3)Challenge Fund$568,614
All Hands RaisedPortland, OR501( C)(3)Challenge Fund$510,000
PeopleFirst PartnershipSeeding SuccessMemphis, TN501( C)(3)Challenge Fund$500,000
E3 AllianceAustin, TX501( C)(3)Challenge Fund$499,809
United Way of Racine CountyHigher ExpectationRacine, WI501( C)(3)Challenge Fund$499,800
Greater Milwaukee FoundationMilwaukee SucceedsMilwaukee, WI501( C)(3)Challenge Fund$457,594
Spartanburg Academic MovementSpartanburg, SC501( C)(3)Challenge Fund$450,000
learn to Earn DaytonDayton, OH501( C)(3)Challenge Fund$437,500
P16 Plus Council of Greater Bexar CountySan Antonio, TX501( C)(3)Challenge Fund$396,884
Community Center for Education ResultsSeattle, WA501( C)(3)Challenge Fund$374,954
Greater Twin Cities United WayGeneration NextMinneapolis, MN501( C)(3)Challenge Fund$350,000
Greater Washington Community FoundationWashington, DC501( C)(3)Challenge Fund$200,000
Jones Family FoundationEvery Hand JoinedRed Wing, MN501( C)(3)Challenge Fund$200,000
Northfield Healthy Community InitiativeNorthfield, MN501( C)(3)Challenge Fund$175,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The Board was provided a copy of the 990 prior to the filing.

Form 990, Part VI, Section B, line 12C

Annually, we remind Board members to review and submit their conflict of interest disclosures and the Secretary to the Board reviews the submissions to make sure Board members are compliant.

Form 990, Part VI, Section B, line 15

We completed a compensation and job/family analysis to compare and validate compensation levels. Any employees that were below the range received adjustments accordingly.

Form 990, Part VI, Section C, line 19

The governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Strive Together Inc
EIN
81-3380647
Phone
5139291150
Address
125 East 9th St 2nd FL, Cincinnati, OH 45202

Signing Officer

Name
Jennifer Blatz
Title
CEO
Phone
5139291150
Signed
2020-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Blatz
Formed
2016
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
41
Volunteers
0

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Line 2C

The process has not changed during the year.

Financial Statement Notes

Part X, Line 2:

The Organization is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization's IRS Form 990 is subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the consolidated financial statements.

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IRS990/Desc0Challenge Fund: Through the Cradle to Career Community Challenge fund program, StriveTogether helps communities across the country achieve better and more equitable outcomes, especially for students of color and low-income children. We encourage and reward partnership progress to improve outcomes; expand access to capital to leverage local investments; and support innovation and targeted efforts to strengthen the seven capacities necessary for our new goal of 24 communities reaching systems transformation by 2023. The Community Challenge Fund accomplished the following in 2019: o 9 Opportunity Fund Grants in Year 2 and 4 Opportunity Fund Grants in Year 1 to develop more sustainable systems and resources, foster more equitable systems and outcomes, and extend into additional sectors to advance economic mobility.o 7 Strategic Initiative Fund Grants in Year 2 to support efforts to test, learn and spread strategies focused on building partnership capacity to advance policy change.o 5 Accelerator Fund Grants in Year 3 to expedite progress toward Proof Point status by building the capabilities of local leaders and practitioners.
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IRS990/Form990PartVIISectionAGrp/PersonNm1Tom Fry
IRS990/Form990PartVIISectionAGrp/PersonNm2Connie Ballmer
IRS990/Form990PartVIISectionAGrp/PersonNm3Tony Pipa
IRS990/Form990PartVIISectionAGrp/PersonNm4James Bell
IRS990/Form990PartVIISectionAGrp/PersonNm5Russell Booker
IRS990/Form990PartVIISectionAGrp/PersonNm6Danae Davis
IRS990/Form990PartVIISectionAGrp/PersonNm7Lisa Hamilton
IRS990/Form990PartVIISectionAGrp/PersonNm8Sue Lehmann
IRS990/Form990PartVIISectionAGrp/PersonNm9Jennifer Blatz
IRS990/Form990PartVIISectionAGrp/PersonNm10Brittany Speed
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IRS990/Form990PartVIISectionAGrp/PersonNm14Bridget Jancarz
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IRS990/Form990PartVIISectionAGrp/PersonNm16Cheryl Broadnax
IRS990/Form990PartVIISectionAGrp/PersonNm17Kelly Anchrum
IRS990/Form990PartVIISectionAGrp/PersonNm18Rikita Sharma Kurup
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President of Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice President of External
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President of People, Values and Culture
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chief of Staff
IRS990/Form990PartVIISectionAGrp/TitleTxt15Senior Director of Impact
IRS990/Form990PartVIISectionAGrp/TitleTxt16Senior Director of District Improvement
IRS990/Form990PartVIISectionAGrp/TitleTxt17Senior Director of Marketing and Communication
IRS990/Form990PartVIISectionAGrp/TitleTxt18Senior Director of Learning and Activation
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IRS990/MissionDesc0To build the capacity of communities to dramatically improve educational outcomes for every child from cradle to career by providing strategic assistance, network communications and high-quality resources.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Network AdvancementStriveTogether convenes 68 cradle to career network member communities both virtually and in-person to support each partnership in developing and implementing meaningful strategies to achieve better, more equitable outcomes for 12.5 million youth, including 6.5 million students of color. In 2019, StriveTogether hosted its largest ever national convening with focused learnings in systems change, policy, sustainability and the co-development of solutions with youth and families as well as an interactive race equity exhibit, leading to the majority of Network members taking action to advance race equity and collaboration with community members. Targeted, topic-based convenings focused on critical benchmarks in the theory of action such as policy, collaborative action, and race equity and training in Results Based Facilitation and Equitable Results supported Network members to create action plans to shift funding, close disparity gaps, and partner in new ways with sectors adjacent to education such as health or housing. Virtual supports included role alikes, communities of practice, and webinars with an expanded focus to include communications and operations support in 2019. Ultimately, 10 Network members advanced a gateway in the Theory of Action, with 139 additional benchmarks met and 4 more "Proof Points" (partnerships demonstrating systems change with at least 60% of their cradle to career outcomes maintained or improved positively). Across the Network, 34 communities are improving outcomes and 23 are closing disparity gaps.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ImpactStriveTogether coaches community partners using our unique Collaborative Improvement approach to accelerate partnership progress across the Theory of Action and advance racial equity for children and youth from cradle to career. In 2019, the organization provided intensive coaching and support to 33 network members, 85% of whom took action on targeted strategies to specifically improve outcomes for children of color and/or children from low-income families. By year's end, 16 communities had earned the Proof Point designation, a recognition of changing systems and improving outcomes at scale.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Learning & ActivationStriveTogether has an intentional data driven approach and an active knowledge management strategy to support its network members. The Learning and Activation division manages curation, codification and creation of resources and tools that support peer to peer learning in the network and accelerate equitable outcomes. In 2019, the organization launched an enterprise-wide digital transformation strategy and launched a new partner portal that has engaged 100% of the network communities. The team also digitized its annual assessment process leading to data collection from close to 100% of the Network. In addition to releasing several learning resources, a network led race equity planning team led delivery of new resources to support equitable outcomes. Theory of Action, managed by the team, measured progress across the network, leading to 13 Emerging, 39 Sustaining and 16 Proof Point communities.
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