2023-11-08T11:52:26-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 472373903 CHIEFS FOR CHANGE CHIE 2026817643 1455 PENNSYLVANIA AVENW STE 400-3 WASHINGTON DC 20004 ROBERT RUNCIE INTERIM CEO 2026817643 2023-11-07 1 ROBERT RUNCIE 999009999 0 SHANNON CROWLEY P01594935 7819821001 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT RUNCIE 1455 PENNSYLVANIA AVENW STE 400-311 WASHINGTON DC 20004 24294635 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. 5 3 23 6 0 0 20012822 23703731 2041637 542350 17906 48554 0 0 22072365 24294635 250000 1037918 0 0 2639109 3036341 0 0 183283 18094590 21105997 20983699 25180256 1088666 -885621 30000112 20555172 19375975 10816656 10624137 9738516 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 23812745 1037918 542350 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. 23812745 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 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 100 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 1 0 1 0 1 1 0 0 0 1 1 1 1 1 0 1 1 0 CA MA NY RI WI AR PA NJ X JAMAR KNOX 7314440731 1455 PENNSYLVANIA AVE NW STE WASHINGTON DC 20004 LEILA WALSH CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 235160 0 27725 ROBERT RUNCIE INTERIM CEO 40.00 X X 208930 0 0 JAMAR KNOX SR. DIRECTOR, FINANCE & OPERATIONS 40.00 X 191295 0 62162 STEPHANIE ZAMORANO SENIOR DIRECTOR, DEVELOPMENT 40.00 X 177120 0 29668 KIMBERLY TANG SR. DIR., MEMBERSHIP & FUTURE CHIEFS 40.00 X 154417 0 34336 DANIELLE DURBIN SENIOR DIRECTOR, COMMUNICATIONS 40.00 X 149360 0 49345 MAKESE MOTLEY DIRECTOR, FEDERAL POLICY 40.00 X 141965 0 24418 MICHAEL MAGEE CEO THRU 04/29/22 40.00 X 103399 0 28781 CHRISTINA GRANT BOARD DIRECTOR A/O 10/4/22 1.00 X 2000 0 0 LEWIS FEREBEE BOARD DIRECTOR 1.00 X 0 0 0 JANICE JACKSON BOARD DIRECTOR 1.00 X 0 0 0 PEDRO MARTINEZ DIRECTOR/BOARD CHAIR 1.00 X X 0 0 0 1363646 0 256435 8 0 1 0 MCKINSEY & COMPANY INC 1200 19TH STREET NW SUITE 1000 WASHINGTON DC 20036 EDUCATION STRATEGY 7905000 ILO GROUP 10 DORRANCE STREET SUITE 700 PROVIDENCE RI 02903 EDUCATION CONSULTING 6168678 TNTP INC 500 7TH AVENUE 8TH FLOOR NEW YORK NY 10018 CURRICULUM AUDITING 491137 PETER GORMAN 6909 OUT OF BOUNDS DRIVE CHARLOTTE NC 28210 FUTURE CHIEFS SUPPORT AND LEADERSHIP COA 395000 THE EDUCATION TRUST INC 1501 K STREET NORTHWEST SUITE 200 WASHINGTON DC 20005 EDUCATION RESEARCH 348644 18 23703731 23703731 CONSULTING/PROJECT FEES 611710 542350 542350 542350 48554 48554 24294635 542350 0 48554 X 1037918 1037918 609166 567960 6868 34338 1926145 1788420 20947 116778 58019 53149 589 4281 279313 260065 1892 17356 163698 151340 1828 10530 707501 707501 57104 57104 27500 27500 19536200 19440938 95262 203263 23508 179755 566476 461947 104529 928 928 PROFESSIONAL DEVELOPMEN 7025 7025 25180256 23812745 1184228 183283 20865079 12153557 8151817 6070393 578000 2257763 44020 61750 360268 11709 37809 37809 928 0 30000112 20555172 1640797 1610445 17735178 9206211 19375975 10816656 X 8597378 5941533 2026759 3796983 10624137 9738516 30000112 20555172 -885621 0 X X 0 1 X 0 0 X 5683944 6880174 10489799 20012822 23703731 66770470 5683944 6880174 10489799 20012822 23703731 66770470 42659557 24110913 12305 36124 72261 17906 48554 187150 66957620 4180712 0.36010 0.40940 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 24294635 0 24294635 0 24294635 25180256 0 25180256 0 25180256 1 THE OAKLAND PUBLIC EDUCATION FUND 520 3RD STREET SUITE 109 OAKLAND CA 94607 432014630 501(C)(3) 183330 0 SCHOOL SAFETY GRANT AWARD POUDRE SCHOOL DISTRICT R-1 2407 LAPORTE AVENUE FORT COLLINS CO 805212297 846013733 501(C)(3) 166665 0 SCHOOL SAFETY GRANT AWARD PHOENIX UNION HIGH SCHOOL DISTRICT 4502 N CENTRAL AVE PHOENIX AZ 85012 866000534 501(C)(3) 166665 0 SCHOOL SAFETY GRANT AWARD TULSA PUBLIC SCHOOLS DISTRICT-1 3207 S HAVEN AVENUE TULSA OK 74114 736021242 501(C)(3) 166665 0 SCHOOL SAFETY GRANT AWARD HIGHLINE SCHOOLS FOUNDATION 15675 AMBAUM BLVD SW BURIEN WA 98166 912020506 501(C)(3) 166665 0 SCHOOL SAFETY GRANT AWARD NASHVILLE PREP 1300 56TH AVENUE NORTH NASHVILLE TN 37209 273342540 501(C)(3) 10000 0 CFC PLAYERS COALITION GRANT STEM PREPARATORY ACADEMY 1252 FOSTER AVENUE NASHVILLE TN 37210 272163445 501(C)(3) 10000 0 CFC PLAYERS COALITION GRANT SMITHSON CRAIGHEAD ACADEMY CHARTER SCHOOL 730 NEELYS BEND ROAD MADISON TN 37115 621563841 501(C)(3) 10000 0 CFC PLAYERS COALITION GRANT HENRY COUNTY SCHOOLS 33 NORTH ZACK HINTON PARKWAY MCDONOUGH GA 30253 586000263 501(C)(3) 30000 0 CFC PLAYERS COALITION GRANT FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS 445 WEST AMELIA STREET ORLANDO FL 328011129 592788435 501(C)(3) 75000 0 CFC PLAYERS COALITION GRANT INDIANAPOLIS PUBLIC EDUCATION FOUNDATION 120 EAST WALNUT STREET INDIANAPOLIS IN 46204 311103966 501(C)(3) 52928 0 REBUILDING STRONGER INITIATIVE GRANT 11 PART I, LINE 2: ALL CHIEFS FOR CHANGE GRANTEES ARE REQUIRED TO SUBMIT INTERIM AND FINAL REPORTS, BOTH OF WHICH INCLUDE FINANCIAL AS WELL AS PROGRAMMATIC NARRATIVES ON THE WORK THAT HAS BEEN ACCOMPLISHED AND PROGRESS MADE TOWARD GRANT GOALS. GRANTS ARE TYPICALLY AWARDED IN TWO TRANCHES, WITH THE SECOND PAYMENT BEING RELEASED AFTER SATISFACTORY PROGRESS IS RECEIVED FROM AN INTERIM REPORT. CHIEFS FOR CHANGE ALSO CONDUCTS REGULAR CHECK-IN CALLS (MONTHLY OR BI-MONTHLY) WITH GRANTEES TO MONITOR THE USE OF FUNDS. X 1 0 X X 0 0 0 0 0 0 0 1 0 LEILA WALSH CHIEF EXTERNAL AFFAIRS OFFICER 225160 0 10000 0 0 0 6351 0 21374 0 262885 0 0 0 ROBERT RUNCIE INTERIM CEO 208930 0 0 0 0 0 0 0 0 0 208930 0 0 0 JAMAR KNOX SR. DIRECTOR, FINANCE & OPERATIONS 164367 0 26928 0 0 0 8356 0 53806 0 253457 0 0 0 STEPHANIE ZAMORANO SENIOR DIRECTOR, DEVELOPMENT 169120 0 8000 0 0 0 8953 0 20715 0 206788 0 0 0 KIMBERLY TANG SR. DIR., MEMBERSHIP & FUTURE CHIEFS 146417 0 8000 0 0 0 8090 0 26246 0 188753 0 0 0 DANIELLE DURBIN SENIOR DIRECTOR, COMMUNICATIONS 139360 0 10000 0 0 0 7653 0 41692 0 198705 0 0 0 MAKESE MOTLEY DIRECTOR, FEDERAL POLICY 133965 0 8000 0 0 0 4751 0 19667 0 166383 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 STAFF WHO WERE EMPLOYED BY JUNE 1, 2022 AND QUALIFIED FOR OUR BONUS AMPLIFIER BY TENURE (35 YEARS: 1.25X, AND 57 YEARS: 1.5X) RECEIVED A BONUS OF $8,000. EMPLOYEES THAT WERE HIRED AFTER JUNE 1, 2022, THROUGH SEPTEMBER 30, 2022, RECEIVED A DISCRETIONARY BONUS OF $3,000. THE BONUS PAYMENT REFLECTED IN THEIR DECEMBER 31, 2022, PAYROLL. JACKSON-PRICE CONSULTING SERVICES INC BOARD MEMBER JANICE JACKSON IS THE OWNER 31250 COACHING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 4 A NEW SECTION IN THE BYLAWS WAS CREATED THAT CONTAINED POWERS RESERVED TO THE BOARD. A CONFLICT OF INTEREST POLICY WAS ADOPTED ALONG WITH A CODE OF ETHICS AND BUSINESS CONDUCT POLICY. A WHISTLEBLOWER POLICY WAS ADOPTED. THE BYLAWS WERE ALSO AMENDED FOR APPROVAL OF OFFICER COMPENSATION. 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 2022. 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 339,476. MANAGEMENT AND GENERAL EXPENSES 95,262. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 434,738. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 271,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 271,507. MEMBER SUPPORT AND ACCELERATOR: PROGRAM SERVICE EXPENSES 18,829,955. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,829,955. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DOES NOT HAVE A COMMITTEE THAT ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT FOR 2022. THE ORGANIZATION IS IMPLEMENTING A COMMITTEE AGAIN FOR 2023.