Education Resource Strategies, Inc.

Registered In: Massachusetts
Incorporation Date: 04/07/2004
Registration Type: Domestic
Company Type: Nonprofit Corporation
Status: Active
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Karen Miles Registered Agent	8 BENNETT RD, WAYLAND, MA 01778
Karen Hawley Miles President
Peter C Gorman Director	6909 OUT OF BOUNDS DR, CHARLOTTE, NC 28210
Marcia Blenko Director
Ellen Guiney Director
Irvin Scott Director
Ann Clark Director
Monica Higgins Director
Jean-Claude Brizard Director
Desmond Blackburn Director

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480 PLEASANT ST STE C-200, WATERTOWN, MA 02472 View Map

Financial Information for Education Resource Strategies, Inc.

Form 5500

EDUCATION RESOURCE STRATEGIES INC.

480 Pleasant Street Suite C-200, Watertown, Ma 02472 (617) 607-6798 EIN:20-1978102 Plan Admin:Renee Harper

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameEDUCATION RESOURCE STRATEGIES 403B PLAN Plan #001 Participants BOY/EOY97 / 112 Assets BOY/EOY$10,487,021 / $9,069,617	2022	EDUCATION RESOURCE STRATEGIES 403B PLAN - Plan #001	97 / 112	$10,487,021 / $9,069,617
2021	Plan NameEDUCATION RESOURCE STRATEGIES 403B PLAN Plan #001 Participants BOY/EOY93 / 97 Assets BOY/EOY$9,087,097 / $10,487,021	2021	EDUCATION RESOURCE STRATEGIES 403B PLAN - Plan #001	93 / 97	$9,087,097 / $10,487,021
2020	Plan NameEDUCATION RESOURCE STRATEGIES 403B PLAN Plan #001 Participants BOY/EOY82 / 93 Assets BOY/EOY$7,711,251 / $9,087,097	2020	EDUCATION RESOURCE STRATEGIES 403B PLAN - Plan #001	82 / 93	$7,711,251 / $9,087,097
2019	Plan NameEDUCATION RESOURCE STRATEGIES 403B PLAN Plan #001 Participants BOY/EOY76 / 82 Assets BOY/EOY$5,487,929 / $7,711,251	2019	EDUCATION RESOURCE STRATEGIES 403B PLAN - Plan #001	76 / 82	$5,487,929 / $7,711,251

Benefit & Retirement Plans based on Form 5500.

Form 990

EDUCATION RESOURCE STRATEGIES INC

480 Pleasant Street, Watertown, Ma 02472-2463 EIN:20-1978102 Deductibility:Contributions are deductible Classification:Educational Organization Type:Educational Services

Year	# of Emps	Contributions	Revenue	Expenses	Assets EOY	Liabilities
2022	# of Emps91 Contributions$4,166,659 Revenue$11,370,381 Expenses$13,358,587 Assets EOY$18,474,705 Liabilities$6,036,249	2022	91	$4,166,659	$11,370,381	$13,358,587	$18,474,705	$6,036,249
2021	# of Emps79 Contributions$4,480,649 Revenue$10,099,352 Expenses$10,568,166 Assets EOY$16,861,900 Liabilities$1,035,414	2021	79	$4,480,649	$10,099,352	$10,568,166	$16,861,900	$1,035,414
2020	# of Emps68 Contributions$6,901,990 Revenue$11,802,688 Expenses$8,906,336 Assets EOY$16,153,223 Liabilities$349,093	2020	68	$6,901,990	$11,802,688	$8,906,336	$16,153,223	$349,093
2019	# of Emps65 Contributions$4,841,164 Revenue$11,048,421 Expenses$9,167,391 Assets EOY$13,313,400 Liabilities$696,579	2019	65	$4,841,164	$11,048,421	$9,167,391	$13,313,400	$696,579
2018	# of Emps67 Contributions$4,842,557 Revenue$9,926,921 Expenses$9,060,324 Assets EOY$10,458,954 Liabilities$392,790	2018	67	$4,842,557	$9,926,921	$9,060,324	$10,458,954	$392,790

Tax Returns based on Form 990 & 990N.

PPP Loans

EDUCATION RESOURCE STRATEGIES, INC.

480 Pleasant Street Suite C-200, Watertown, MA 02472 Industry:Educational Support Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$1,040,000 Forgiven$1,050,111 Lenderimmito, LLC Jobs53	04/29/2020	$1,040,000	$1,050,111	immito, LLC	53

PPP Loans based on Paycheck Protection Program.

Address Match:480 Pleasant St Ste C-200 Watertown, MA

Education Resource Strategies, Inc. Registered in Georgia	Watertown, MA	View Report
Education Resource Strategies, Inc. Registered in North Carolina	Raleigh, NC Watertown, MA	View Report
Education Resource Strategies, Inc. Registered in Colorado	Centennial, CO Watertown, MA	View Report
Education Resource Strategies, Inc. Registered in Mississippi	Flowood, MS Watertown, MA	View Report
Education Resource Strategies, Inc. Registered in Virginia	Watertown, MA	View Report
Education Resource Strategies, Inc. Registered in Georgia	Lawrenceville, GA Watertown, MA	View Report
Education Resource Strategies, Inc. Registered in Vermont	Watertown, MA	View Report

Related Business Names:

Education Resource Strategies, Inc. Registered in Michigan	Macomb, MI	View Report
Education Resource Strategies, Inc. Registered in New York	Watertown, MA	View Report
Education Resource Strategies, Inc. Registered in Wisconsin	Madison, WI	View Report
Education Resource Strategies, Inc. Registered in Missouri	Watertown, MA	View Report

Address Match:480 Pleasant St Watertown, MA

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Person/City Match:Karen Miles - Wayland, MA

Strategies for Education Resources Registered in Texas	Carrollton, TX Wayland, MA		View Report

Person/City Match:Peter C Gorman - Charlotte, NC

Peter Gorman Leadership Associates, LLC Registered in North Carolina	Charlotte, NC		View Report

View More in Watertown, MA

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service