2024-10-17T08:47:30-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 472373903 CHIEFS FOR CHANGE CHIE 2026817643 1455 PENNSYLVANIA AVENW STE 400-3 WASHINGTON DC 20004 ROBERT RUNCIE CEO 2026817643 2024-10-15 1 0 SHANNON CROWLEY P01594935 7819821001 2024-10-15 2023 2024-10-15 13:58:12Z ROBERT RUNCIE 1455 PENNSYLVANIA AVENW STE 400-311 WASHINGTON DC 20004 13559778 0 X CHIEFSFORCHANGE.ORG X 2014 DC BUILD A DIVERSE COMMUNITY OF STATE AND LOCAL EDUCATION CHIEFS DEDICATED TO OUR SHARED VISION AND SUPPORT THEM IN WAYS THAT MAXIMIZE THE SUCCESS OF THEIR EFFORTS. 6 5 24 7 0 0 23703731 12962094 542350 531694 48554 55974 0 10016 24294635 13559778 1037918 0 0 0 3036341 3819214 0 0 345540 21105997 12496819 25180256 16316033 -885621 -2756255 20555172 14262015 10816656 7544831 9738516 6717184 BUILD A DIVERSE COMMUNITY OF STATE AND LOCAL EDUCATION CHIEFS DEDICATED TO OUR SHARED VISION AND SUPPORT THEM IN WAYS THAT MAXIMIZE THE SUCCESS OF THEIR EFFORTS. 0 0 14848170 541710 CHIEFS FOR CHANGE IS A NONPROFIT, BIPARTISAN NETWORK OF DIVERSE STATE AND DISTRICT EDUCATION CHIEFS DEDICATED TO PREPARING ALL STUDENTS FOR TODAY'S WORLD AND TOMORROW'S THROUGH DEEPLY COMMITTED LEADERSHIP. CHIEFS FOR CHANGE ADVOCATES FOR POLICIES AND PRACTICES THAT ARE MAKING A DIFFERENCE TODAY FOR STUDENTS, AND BUILDS A PIPELINE OF TALENTED, DIVERSE FUTURE CHIEFS READY TO LEAD MAJOR SCHOOL SYSTEMS. 14848170 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 61 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CA MA NY RI WI AR PA NJ X ROBERT RUNCIE 2026430002 1455 PENNSYLVANIA AVE NW WASHINGTON DC 20004 DALE SCHMIDT CHIEF OF TECHNICAL ASST. PROG. 40.00 X 204660 0 28223 LEILA WALSH CEAO THRU 10/12/2023 40.00 X 196147 0 22212 STEPHANIE ZAMORANO SR. DIR., DEVELOPMENT 40.00 X 188138 0 26669 JAMAR KNOX SR. DIRECTOR, FINANCE & OPS. 40.00 X 161906 0 52061 KIMBERLY TANG SR. DIR., MSHP. & FUTURE CHIEFS 40.00 X 193138 0 9510 DANIELLE DURBIN SR. DIR., COMMUNICATIONS 40.00 X 130327 0 39371 ROBERT RUNCIE CEO 40.00 X X 109333 0 8365 LEWIS FEREBEE BOARD DIRECTOR 1.00 X 0 0 0 CHRISTINA GRANT BOARD DIRECTOR THRU 8/29/23 1.00 X 0 0 0 SCOTT MURI BOARD DIRECTOR A/O 08/29/2023 1.00 X 0 0 0 ALEESIA JOHNSON BOARD DIRECTOR A/O 08/29/2023 1.00 X 0 0 0 GUSTAVO BALDERAS BOARD DIRECTOR A/O 08/29/2023 1.00 X 0 0 0 PEDRO MARTINEZ DIRECTOR/BOARD CHAIR 1.00 X X 0 0 0 1183649 0 186411 15 0 1 0 4MATIV TECHNOLOGIES INC 44 FOY DRIVE HAMILTON SQUARE NJ 08690 EDUCATION STRATEGY 330000 PETER GORMAN 6909 OUT OF BOUNDS DRIVE CHARLOTTE NC 28210 FUTURE CHIEFS SUPPORT AND LEADERSHIP COA 320360 LEADERSHIP FOR POWERFUL SCHOOLS 202 FOSSEWAY DR GREENSBORO NC 27455 EDUCATION CONSULTING 288089 SHUTTS BOWEN LLP 200 S BISCAYNE BOULEVARD MIAMI FL 33131 LEGAL 266546 WELLINGTON LYNN 8327 NW 26TH COURT COOPER CITY FL 33024 INTERIM CEO 231960 6 12962094 12962094 CONSULTING/PROJECT FEES 611710 531694 531694 531694 55974 55974 OTHER INCOME 611710 10016 10016 10016 13559778 541710 0 55974 X 336057 247783 58850 29424 2819233 2514953 65975 238305 86498 72350 2830 11318 366191 314489 9512 42190 211235 179710 7222 24303 476251 476251 79253 79253 30000 30000 10831416 10701314 130102 271128 108033 163095 807651 679313 128338 PROFESSIONAL DEVELOPMEN 1120 225 895 16316033 14848170 1122323 345540 12153557 11649535 6070393 652574 2257763 1864395 61750 85000 11709 10511 37809 37809 0 0 20555172 14262015 1610445 1543416 9206211 6001415 10816656 7544831 X 5941533 4559551 3796983 2157633 9738516 6717184 20555172 14262015 X -2756255 -265077 X 0 1 X 0 0 X 6880174 10489799 20012822 23703731 12962094 74048620 6880174 10489799 20012822 23703731 12962094 74048620 9868190 64180430 36124 72261 17906 48554 55974 230819 10016 10016 74289455 4275626 0.86390 0.36010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 15000 0 1 15000 30000 0 PART II-B, LINE 1: CHIEFS FOR CHANGE HIRED PENN HILL GROUP, AN EDUCATIONAL CONSULTING FIRM, TO RESEARCH, DEVELOP AND ADVOCATE FOR FEDERAL POLICY OF CRITICAL IMPORTANCE TO THE SUCCESS OF THEIR MEMBERS IN THEIR EFFORT TO PROVIDE AN EXCELLENT EDUCATION TO ALL STUDENTS IN THE SYSTEMS THEY LEAD. 37809 37809 0 0 13559778 0 13559778 0 13559778 16316033 0 16316033 0 16316033 X 1 0 X X 0 0 0 0 0 0 0 1 0 DALE SCHMIDT CHIEF OF TECHNICAL ASST. PROG. 201160 0 3500 0 0 0 10096 0 18127 0 232883 0 0 0 LEILA WALSH CEAO THRU 10/12/2023 196147 0 0 0 0 0 7819 0 14393 0 218359 0 0 0 STEPHANIE ZAMORANO SR. DIR., DEVELOPMENT 184638 0 3500 0 0 0 9260 0 17409 0 214807 0 0 0 JAMAR KNOX SR. DIRECTOR, FINANCE & OPS. 158406 0 3500 0 0 0 7520 0 44541 0 213967 0 0 0 KIMBERLY TANG SR. DIR., MSHP. & FUTURE CHIEFS 189638 0 3500 0 0 0 9510 0 0 0 202648 0 0 0 DANIELLE DURBIN SR. DIR., COMMUNICATIONS 126827 0 3500 0 0 0 6361 0 33010 0 169698 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES THE EMPLOYEES A STIPEND FOR THEIR HOME OFFICE. THIS IS TAXABLE TO THE EMPLOYEES AND IS INCLUDED IN THEIR FORMS W-2. PART I, LINE 7 THE STAFF RECEIVED A BONUS OF $3,500 IN 2023. WELLINGTON LYNN CEO IS OWNER OF COMPANY 231960 COMPENSATION AS CONTRACTED CEO BEFORE BECAME AN EMPLOYEE. COMPENSATION WAS DETERMINED BY THE BOARD. 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE SELECTED BY CHIEFS FOR CHANGE'S GOVERNING BODY AND HAVE NO VOTING RIGHTS OR MEMBERSHIP FEES. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION SHALL BE DISSOLVED BY AN 80% VOTE OF ALL OF ITS DIRECTORS AND ALL OF ITS MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL ITERATION OF THE FORM 990 IS REVIEWED BY THE FINANCE DIRECTOR/EXTERNAL ACCOUNTANT AND CEO. THE GOVERNING BODY RECEIVES A COPY OF FORM 990 TO REVIEW AND APPROVE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO DIRECTORS AND OFFICERS. IF A DIRECTOR OR OFFICER HAS A FINANCIAL OR PERSONAL INTEREST IN ANY MATTER COMING BEFORE THE BOARD, THE BOARD MUST ENSURE THE INTEREST IS FULLY DISCLOSED. THE BOARD WILL THEN HAVE A DISCUSSION AND VOTE ON THE POTENTIAL CONFLICT OF INTEREST. THE INTERESTED PERSON IS NOT INVOLVED IN VOTING ON THE POSSIBLE CONFLICT. THE ORGANIZATION CONDUCTS PERIODIC REVIEWS TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION FOR THE CEO ANNUALLY. ALL OTHER EMPLOYEE COMPENSATION IS DETERMINED THROUGH SALARY BANDS THAT WERE BASED ON COMPARABILITY DATA FROM SIMILAR ORGANIZATIONS AND ARE BASED ON TITLE/JOB DESCRIPTIONS. OUR TALENT MANAGEMENT FRAMEWORK'S PERFORMANCE REVIEW PROCESS AND COMPETENCIES DETERMINE ADDITIONAL COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 663,952. MANAGEMENT AND GENERAL EXPENSES 130,102. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 794,054. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 157,997. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,997. MEMBER SUPPORT AND ACCELERATOR: PROGRAM SERVICE EXPENSES 9,879,365. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,879,365. FORM 990, PART XI, LINE 9: ADJUSTMENT TO PRIOR PERIOD FINANCIAL STATEMENTS -265,077.