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EDUCATIONAL RECORDS BUREAU INC

NEW YORK, NY · EIN 131782470 · Form 990 · FY2024 · NTEE B93Z · Education · Large ($10M-$50M) · erblearn.org
revenue
$23.8M
expenses
$20.7M
net assets
$48.7M
employees
53
program ratio
84%
mission · from form 990

ERB'S PRIMARY PURPOSE IS TO DELIVER ASSESSMENTS, SCORE REPORTS, AND OUTCOMES ANALYSES THAT ENABLE SCHOOLS TO IDENTIFY APPLICANTS WHO ARE MOST LIKELY TO FLOURISH AS STUDENTS, TO MONITOR THE PROGRESS OF THOSE STUDENTS, AND TO EMPOWER THE CONTINUOUS PURSUIT OF EXCELLENCE IN EVERY ASPECT OF THEIR EDUCATIONAL PROGRAM.

profile · synthesized from sources

Educational Records Bureau (ERB) is a nonprofit organization that develops and administers academic assessments for K–12 schools, primarily independent and preparatory institutions. It provides standardized tests such as the ISEE for student admissions, along with comprehensive assessment programs to monitor student progress and support educational excellence. ERB serves schools and families across the United States and internationally through digital and paper-based testing platforms.

named programs · 5 · from sources

What they call their work

360 Access
Digital platform offering schools analytics, reporting, and student profile dashboards from ISEE and CTP assessment data.
Comprehensive Testing Program (CTP)
Assesses student achievement in core subjects for grades 1–11, providing detailed score reports and outcomes analyses to educators.
ISEE (Independent School Entrance Exam)
Standardized admission test for students applying to grades 5–12 at independent schools; offered in multiple formats including at-home, online, and paper-based testing.
Second Step Partnership
Provides social-emotional learning (SEL) curricula and resources for PreK–12 educators and adults, distributed in collaboration with the Committee for Children.
Writing Assessment Program (WrAP)
Evaluates student writing skills through digital submission and scoring, offering performance data and instructional insights.
activities · 6 groups

What they do

  • Student Progress Assessment & Program Evaluation 3 activities
    • Administering academic and admissions assessments
      Provides a suite of assessments including the Comprehensive Testing Program (CTP) for Grades 1-11, the Independent School Entrance Exam (ISEE) for Grades 2-12, Milestone Assessments for Grades 3-8, and the Writing Assessment Program (WrAP) for Grades 3-12, delivered online or on paper to support school admissions and academic evaluation.
    • Providing assessment data reporting and analytics
      Operates the ERB 360 Access platform to deliver interactive data reporting, benchmarking against national norms, and tools such as the Head of School Report and Family Report to help schools and families interpret assessment results and inform curriculum and strategic planning.
    • Supporting holistic student development through integrated data
      Integrates academic performance data from CTP and other assessments with social-emotional well-being and belonging insights via the Check-In Survey and SelfWise inventory, supporting a whole-child approach to education from pre-admission through graduation.
  • Admissions Outreach and Enrollment Support 1 activity
    • Advancing equity in independent school admissions
      Implements NextGen Admission and provides fee waivers and free test preparation resources to promote equitable access to independent school education, with assessments and data tools designed to support fair enrollment and retention decisions.
  • Educator Conferences & Professional Development Events 1 activity
    • Hosting conferences and networking events for educational professionals
      Organizes the ERB Connections Regional Conference Series and plans a national conference in April 2025 in Austin, Texas, to facilitate data analysis, sharing of best practices, and professional networking among member schools.
  • Teacher Professional Development 1 activity
    • Offering professional development and training for educators
      Provides customized workshops, virtual webinars, office hours, and a library of on-demand resources to help member schools interpret assessment data, use ERB tools effectively, and improve instruction and curriculum planning.
  • High School Placement Support 1 activity
    • Providing test preparation and enrollment support services
      Offers high-quality ISEE test preparation through a partnership with Test Innovators and provides integrated enrollment insights to support decision-making across the student lifecycle.
  • Uncategorized 2 activities
    • Conducting research to improve assessment frameworks
      Conducted a 2022–2023 pilot with 11 member schools to develop a Whole Child Solution and updated national norms for CTP assessments by linking ERB data with NAEP to inform future testing cycles.
    • Discontinuing legacy assessment products and transitioning services
      Phased out several legacy products including Word Voyage, CPAA, AABL, TestWiz, and nForm, ending data access and support by specified dates and transitioning users to updated platforms like 360 Access.
financials · form 990 · fy2024
revenue
Total revenue$23.83M
Contributions & grants$303K1%
Program service revenue$22.37M94%
Investment income$1.15M5%
Other revenue$0
expenses
Total expenses$20.73M
Program expenses84%
Admin / overhead16%
Fundraising0%
Salaries & benefits$7.34M
Grants paid out$1.29M
Largest expense lineCompensation
balance sheet
Total assets$51.53M
Cash$6.55M
Investments$34.97M
Liabilities$2.87M
Net assets$48.65M
Liquid reserves24.1 mo
6 years on record · 2019–2024 · YoY revenue +8.9%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 14
NameTitleHours/wkCompensation
THOMAS ROCHON PRESIDENT 38 $553K
COLLEEN CAULFIELD CHIEF REVENUE OFFICER 38 $395K
ROBERT NAUGHTON CHIEF TECH.OFFICER&VP OPER 38 $354K
GLENN MILEWSKI CHIEF PROGRAM OFFICER 38 $312K
MICHAEL BROWN CHIEF FINANCIAL OFFICER 38 $255K
DANA EVERETTS-HAVEL VP, INFO. TECHNOLOGY 38 $242K
KEVIN MARSHAUS SOFTWARE ENGINEER -.NET 38 $208K
JAMES LASNETSKI SENIOR MEMBER SOLUTIONS DIR. 38 $195K
MARY GREEN SR. DIRECTOR ADMISSIONS PROG. 38 $179K
IRINA KRAVTSOV AUTOMATION ENGINEER 38 $172K
KELLY BORNMANN MEMBER SOLUTIONS DIRECTOR 38 $171K
MATTHEW SOWERS SENIOR SOFTWARE ENGINEER 38 $170K
TRINA MAURER DIR.OF PRODUCT MARKETING 38 $152K
AARON SHUMAN DIR.OF ANALYTICS&INSIGHTS 38 $146K
board members · 11
  • AARON MIESZCZANSKI — TRUSTEE
  • AMANI REED — TRUSTEE
  • ARVIND GROVER — TRUSTEE
  • BRAD RATHGEBER — VICE CHAIR
  • BRIAN OSBORNE — TRUSTEE
  • CATHERINE STEINER-ADAIR — TRUSTEE
  • CATHY HALL — TRUSTEE
  • DREW GITOMER — TRUSTEE
  • JASMINE HARRIS — TRUSTEE
  • KATHERINE DINH — TRUSTEE
  • KATHY GONZALEZ — TRUSTEE
relationships · 15

Who they work with

  • American Educational Research Association Government — ERB develops assessments in accordance with standards set by AERA
  • American Psychological Association Government — ERB develops assessments in accordance with standards set by APA
  • CASEL Partner — Uses the CASEL framework to inform the SelfWise inventory on student social and emotional skills.
  • Certica Solutions Partner — Partner organization responsible for TestWiz data archiving and support after ERB discontinued the product.
  • E3n Partner — Collaborates with E3n on member success, global membership, and business development initiatives.
  • ERB Member Schools Network — ERB provides assessments, data reporting tools, and professional development services to its member schools in the independent school community.
  • Enrollment Management Association Partner — Collaborates with EMA to combine enrollment expertise with academic assessment in the E3n initiative.
  • For Educators Partner — Provides comprehensive assessments tailored for educator use in classrooms.
  • For Families Partner — Offers family-focused resources and overviews of comprehensive assessments.
  • MyERB Partner — Online portal used for users to submit and manage support cases.
  • NAEP Partner — Uses NAEP’s 2002 national norm sample to estimate updated national norms for CTP assessments.
  • National Association of Independent Schools Network — References NAIS as the accrediting body for independent schools in the United States.
  • National Council on Measurement in Education Government — ERB develops assessments in accordance with standards set by NCME
  • Test Innovators Partner — Partner organization providing high-quality test preparation materials and services for the ISEE.
  • member schools Network — Schools that participate in ERB's membership program to access assessment tools and join a community of educators.
strategies · 5

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Capacity Building Through Organizational Membership
    methodology: capacity-building_through_membership
    By offering targeted resources, professional development, and peer networks via membership, the organization strengthens educational institutions’ capacity to serve students effectively because empowered educators and administrators are better equipped to implement research-backed strategies and scale impact.
  • Data-Informed Instruction and Holistic Student Assessment
    methodology: whole_child_assessment
    By integrating academic, social-emotional, and well-being data into comprehensive assessments, the organization enables educators to make holistic, data-driven decisions that support whole-child development and improve instructional targeting, because understanding students across cognitive, emotional, and social domains leads to more effective and equitable educational interventions.
  • Equity-Centered Admission Reform
    methodology: equity-driven_admission
    By redefining assessment as a gateway to growth rather than a gatekeeping mechanism and implementing fair test design through NextGen Admission, the organization promotes equitable access because mission-aligned, bias-conscious use of scores supports diverse learners and avoids exclusionary enrollment practices.
  • Practice-Based Test Anxiety Reduction
    methodology: practice-based_anxiety_reduction
    By using repeated practice-based preparation, the organization reduces test anxiety and improves performance because familiarity with test content, active retrieval, and confidence-building reinforce memory and lower stress around assessment situations.
  • Statistical Linking for Sustainable Benchmarking
    methodology: statistical_linking_to_NAEP
    By linking CTP national norms to NAEP data, the organization generates statistically valid, up-to-date benchmarks without large-scale sampling, because this method enables frequent, cost-effective norm updates that maintain rigor while increasing sustainability.