Civic Intelligence

Greenhouse E3

EIN 84-4743270 • 501(c)3 • Portland, TX

Profile

Greenhouse E3 is a nonprofit organization that builds regional and national pipelines of education executives & CEO's that are representative of the diverse students that Charter Management Organizations (CMO's) serve. Greenhouse prioritizes support of these leaders once they are in the CEO role so they can quickly thrive and successfully lead the charter school sector for years to come.

120 Lang Road 998Portland, TX 78374

www.greenhouse3.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.27x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.22x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Up

$3,140,789

Up $842,239 (+37%) from 2023

Liabilities

Up

$1,279,815

Up $653,173 (+104%) from 2023

Net Assets

Up

$1,860,974

Up $189,066 (+11%) from 2023

Revenue

Up

$3,026,222

Up $239,767 (+8.6%) from 2023

Expenses

Up

$2,851,654

Up $1,737,107 (+156%) from 2023

Net Income

Down

$174,568

Down $1,497,340 (-90%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $2,298,550Liabilities 2023: $626,642Net Assets 2023: $1,671,9082023Assets 2024: $3,140,789Liabilities 2024: $1,279,815Net Assets 2024: $1,860,9742024

Highlighted filing

2024

Assets$3,140,789
Liabilities$1,279,815
Net Assets$1,860,974

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $2,786,455Expenses 2023: $1,114,547Net Income 2023: $1,671,9082023Revenue 2024: $3,026,222Expenses 2024: $2,851,654Net Income 2024: $174,5682024

Highlighted filing

2024

Revenue$3,026,222
Expenses$2,851,654
Net Income$174,568

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 4, 2025
Return Version
2023v6.0
Gross Receipts
$8,486,335
Mission and Program Overview

Mission

Greenhouse E3 is a national nonprofit organization that builds regional and national pipelines of future education executives & CEOs that are representative of the diverse students that CMOs serve. We prioritize support of these leaders once they are in the CEO role so that they can quickly thrive and successfully lead the sector for years to come.

To train and support a diverse cohort of charter school executives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$1,195,180-
Cash and Non-Interest-Bearing Accounts$21,841$778,402▲ $756,561
Savings and Temporary Cash Investments$2,150,877$412,706▼ $1,738,171
Pledges and Grants Receivable-$400,000-
Accounts Receivable$124,081$312,751▲ $188,670
Prepaid Expenses and Deferred Charges$1,751--
Total Assets$2,298,550$3,140,789▲ $842,239
Other Assets Total$0$41,750▲ $41,750
Liabilities
Deferred Revenue$548,791$1,003,825▲ $455,034
Accounts Payable and Accrued Expenses$77,851$275,990▲ $198,139
Total Liabilities$626,642$1,279,815▲ $653,173
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,271,908$1,460,974▲ $189,066
Net Assets With Donor Restrictions$400,000$400,000→ $0
Total Net Assets Fund Balance$1,671,908$1,860,974▲ $189,066
Total Liabilities and Net Assets / Fund Balance$2,298,550$3,140,789▲ $842,239
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James WillcoxCo-CEOFT$328,125$26,429$354,554
Veronica ConformeCo-CEOFT$189,375$7,593$196,968
Herneshia DukesDirector of ProgramsFT$152,692$19,823$172,515
Tracy EppChief Program OfficerFT$131,250-$131,250

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Jay AltmanConsulting4920 Camp St, New Orleans, LA 70115$143,388
Abacus Education Partners LLCManagement services20771 Alder St NE 112, Indianola, WA 98342$116,870
Revenue and Support

Revenue Composition

Contributions and Grants
$2,055,000
Program Service Revenue
$898,073
Investment Income
$73,149
Other Revenue
$0
All Other Contributions
$2,055,000
Change in Net Assets
$174,568

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,026,222
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,498
Total Revenue per Audited Statements
$3,040,720
Total Revenue per Form 990
$3,026,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,852,354
Other Expenses$999,300
Total Fundraising Expense$96,494
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$487,418$166,497$70,122$724,037
Other Salaries and Wages$416,218$241,214$6,267$663,699
Fees for Services Other$750$247,255-$248,005
Pension Plan Contributions$134,343$47,481$9,936$191,760
Travel$134,468$46,016$4,155$184,639
Comp Disqual Persons-$160,171-$160,171
Payroll Taxes$57,951$28,817$5,503$92,271
Other Expenses$233,425$26,709-$26,709
Other Employee Benefits$12,390$7,515$511$20,416
Office Expenses$4,255$10,812-$15,067
Advertising-$12,677-$12,677
Information Technology$503$9,712-$10,215
Total Functional Expenses$1,741,534$1,013,626$96,494$2,851,654

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,851,654
Total Expenses per Audited Statements$2,851,654
Total Expenses per Form 990$2,851,654
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

Greenhouse E3 contracts with Abacus Education Partners, LLC for various finance and accounting services, including the services of CFO Michael Buerger reported on Part VII. Abacus was paid $116,870 for services in calendar year 2023.

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

The Finance Committee, including the Co-CEO, reviews and approves Form 990. A complete copy of Form 990 is provided to all board members before it is filed with the IRS.

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

All board members are covered under the conflict of interest policy that determines whether a conflict exists. The board as a whole reviews responses to the conflict of interest policy. If a potential conflict of interest exists, the person with a conflict is prohibited from participating in governing board deliberations and decisions regarding the conflicted transaction.

Form 990, Part VI, Section B, line 15

Compensation data is compiled by management and provided to the board for deliberation and determination of compensation for the Co-CEO's and key employee. This data is obtained from third party sources for individuals in similar positions at similar organizations.

Form 990, Part VI, Section C, line 19

Available upon request.

Filing and Contact Details

Filer

Filer Name
Greenhouse E3
EIN
84-4743270
Phone
4083072733
Address
120 Lang Road 998, Portland, TX 78374

Signing Officer

Name
Michael Buerger
Title
CFO
Phone
4083072733
Signed
2025-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Willcox
Formed
2019
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
8
Volunteers
4

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
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IRS990/ProgSrvcAccomActy3Grp/Desc0The C6 program is a two year national fellowship program that offers eight 3-day cohort sessions over two years that cover core competencies for successful Charter Management Organization (CMO) CEO's and other executives including strategic management, organizational direction-setting; diversity, equity and inclusion (DEI) curriculum; and leading and developing others.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0219132
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0131943
IRS990/ProgSrvcAccomActyOtherGrp/Desc0The C2/C3 program is a two year regional fellowship program. The program offers ten 3-day cohort sessions over two years that cover core competencies of successful CMO CEO's and other executives including strategic management, organizational direction-setting, DEI curriculum, and leading and developing others.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt046114
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt063250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02440739
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026051
IRS990/PYOtherExpensesAmt0578795
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0319665
IRS990/PYRevenuesLessExpensesAmt01671908
IRS990/PYSalariesCompEmpBnftPaidAmt0535752
IRS990/PYTotalExpensesAmt01114547
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02786455
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0174568
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0332421
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02150877
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0412706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02055000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02440739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04495739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014277
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026051
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040328
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01217738
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54200
IRS990ScheduleA/PublicSupportTotal170Amt02458624
IRS990ScheduleA/SubstantialContributorsTotAmt02037115
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02055000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02440739
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04495739
IRS990ScheduleA/TotalSupportAmt04536067
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02851654
IRS990ScheduleD/NetUnrealizedGainsInvstAmt014498
IRS990ScheduleD/RevenueNotReportedAmt014498
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03026222
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02851654
IRS990ScheduleD/TotalRevenuePerForm990Amt03026222
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03040720
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02851654
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0328125
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1189375
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2152692
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt09844
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016585
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt17593
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt219823
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0James Willcox
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Veronica Conforme
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Herneshia Dukes
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Co-CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Co-CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Director of Programs
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0354554
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1196968
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2172515
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Greenhouse E3 contracts with Abacus Education Partners, LLC for various finance and accounting services, including the services of CFO Michael Buerger reported on Part VII. Abacus was paid $116,870 for services in calendar year 2023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Finance Committee, including the Co-CEO, reviews and approves Form 990. A complete copy of Form 990 is provided to all board members before it is filed with the IRS.

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