The English-speaking Union of the United States - Group Return

Nonprofit profile at a glance

EIN
237037147
IRS 990 coverage
2010–2016
Forms available
Form 990 2016
Location
New York, NY, USA
Phone
2128181200
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$138,165
Expenses
$167,157
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

161 people listed

Executive titles in this filing

  • Wyatt Haskell (Branch President)
  • Mr Robert A Vinyard (Branch President)
  • Mr Joseph Moore (Branch President)
  • Ms Jacqueline Thompson (Branch President)
  • Harvey Anne Leimbrook (Branch President)
  • Mr Frank Paul Barber (Branch President)

People named in this filing

  • Wyatt Haskell (Branch President)
  • Ms Patricia Lyons McNeer (Branch Secretary)
  • Frances Lancefield (Branch Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Founded in 1920, the ESU is a nonprofit, nonpolitical organization, which utilizes English as a catalyst to foster global understanding and good will by providing educational opportunities and cultural exchange for students, educators, and recent immigrants.Under the banner "English in Action," ESU members work together locally and nationally through a variety of programs. ESU national programs are supported by its unrestricted endowment and corporate and foundation grants as well as by the generosity of its members, who benefit from the personal relationships and international exposure gained from English in Action activities and events while they provide financial and volunteer support to sustain English in Action educational programs.

What it reported doing in 2016

Since its inception in 2010, the ESU Shakespeare Teacher Programs have served more than 1,000 educators from over 30 states. The Andrew Romay New Immigrant Center (ARNIC) is committed to improving the lives of new immigrants by providing a welcoming environment, resources, and information to help them improve their English language skills to explore work and study opportunities, network, pursue citizenship, and acquire cultural fluency in order to participate fully in American society. ARNIC participants receive a one-year scholarship to participate in English in Action, English language classes, workshops, and cultural and civic trips and events. ARNIC is the standard-bearer for the ESU and reflects the institution's priorities and course of action. During the 2017 fiscal year, in addition to specially tailored English language speaking and writing classes, ARNIC program highlights included the 4th annual Thanksgiving dinner, an art show of photographs and paintings by ARNIC members, field trips to New York State courts, and the Tenement Museum. Special workshops were presented on entrepreneurship, online safety, social media, and the job hunt. Local banking institutions held career days that focused on resume building and interviewing. Additionally, members attended Rangers hockey games and Shakespeare in the Park performances, toured the United Nations, and participated in other American cultural experiences. In Fiscal Year 2017 alone, there were 240 ARNIC members from 90 countries, participating in 53 classes, 28 workshops and 16 field trips.English in Action pairs newcomers to the United States with volunteers, fluent English speakers, for one-on-one conversation sessions, helping them master conversational English and learn about life in the US, while also fostering cross-cultural exchange. A hallmark of the program is its comprehensive tutor training for the volunteers, which emphasizes the best practices in cross-cultural learning and leadership development. Expanded tutor trainings focused this year on cultural competency and working with refugees. In addition to extensive program operation in New York City, ESU branches in Portland (OR), Seattle (WA), Columbus (OH), Lexington (VA), Monmouth County (NJ), and New Orleans (LA) undertake the program. This year, English in Action engaged some 450 tutors and nearly 550 students from 94 countries on 6 continents.ESU Middle School Debate is an educational initiative for students in grades 5 to 8 that was launched with support from the National Endowment for the Humanities. It is designed to help young adolescents develop critical thinking and language arts skills. The ESU partners with the Claremont McKenna College Middle School Public Debate Program, international leaders in middle school debate education, to establish inter-school debate programs in ESU Branch communities. The ESU Middle School Debate Program continued to expand this year. It now includes leagues in New York, New Jersey, and Washington DC. More than 50 public, private, parochial, and charter schools participated, engaging more than 1,950 students in weekly after-school debate activities. The program organized 22 day-long Saturday tournaments while training some 700 judges. Nearly 30 schools, encompassing 260 students, participated in the day. The ESU Secondary School Exchange (SSE) is a merit-based scholarship that provides tuition and room and board for US scholars to spend a semester or year between high school and college (known as a "gap year") at a select British or Argentine boarding school, and for UK scholars to spend their gap year at select US schools. In this year, 21 SSE students attended select independent schools in the UK, US, and Argentina through the program. Since its inception in 1928, some 6,000 students have participated. The Walter Hines Page Scholarship is named after the Honorable Walter Hines Page, American Ambassador to the Court of St. James's during World War I. This scholarship

Operating model

Revenue model
Earned-program. 70% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 84
  • Accountability: 82
  • Sustainability: 15
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 80.9%; rating input score 81
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 22nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -21%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 72; 72nd percentile among comparable filings

Growth

  • Program expense growth: -36.4% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: -14.6% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: -9.1% per year; rating input score 0; 12th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 80.9% of spending went to programs
  • Governance: 161 of 161 board members independent · 4 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $135K in reported program spending
  • Leadership: top reported pay $0 · 161 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2010 to 2016
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • High — Sustainability: Operating margin scored 13/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • High — Growth: Asset growth scored 0/100.