2022-11-14T09:37:22-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2021-01-01 472373903 CHIEFS FOR CHANGE CHIE 2026817643 1455 PENNSYLVANIA AVENW STE 400-3 WASHINGTON DC 20004 ROBERT RUNCIE INTERIM CHIEF-IN-RESIDENCE 2026817643 2022-11-10 1 ROBERT RUNCIE 999009999 SHANNON CROWLEY P01594935 7819821001 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ROBERT RUNCIE 1455 PENNSYLVANIA AVENW STE 400-311 WASHINGTON DC 20004 22072365 0 X WWW.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 4 21 5 0 0 10489799 20012822 705801 2041637 72261 17906 0 0 11267861 22072365 800000 250000 0 0 2300582 2639109 0 0 167726 7204959 18094590 10305541 20983699 962320 1088666 9919819 30000112 384348 19375975 9535471 10624137 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 20324864 250000 2041637 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. 20324864 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 1 123 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 1 1 0 CA MA NY RI WI AR PA NJ X MICHAEL MAGEE CEO 2026817643 1455 PENNSYLVANIA AVE NW STE WASHINGTON DC 20004 MICHAEL MAGEE CEO 40.00 X 320886 0 66553 LEILA WALSH CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 224842 0 23648 JULIA RAFAL-BAER COO (THRU 07/14/21) 40.00 X 140171 0 33084 KIMBERLY TANG DIR. OF MEMBERSHIPS & FUTURE CHIEFS 40.00 X 133938 0 34056 JAMAR KNOX SEN. DIR. OF FINANCE AND OPERATIONS 40.00 X 133835 0 51639 DANIELLE DURBIN DIRECTOR OF COMMUNICATIONS 40.00 X 125670 0 41128 GABRIELLE FELTNER SENIOR ASSOCIATE OF MEMBERSHIPS 40.00 X 110087 0 22358 AMBER MOORE SEN. ASSOC. OF ADVOCACY AND POLICY 40.00 X 105457 0 15717 LEWIS FEREBEE DIRECTOR 1.00 X 0 0 0 CAREY WRIGHT DIRECTOR 1.00 X 0 0 0 JANICE JACKSON DIRECTOR 1.00 X 0 0 0 PEDRO MARTINEZ DIRECTOR/BOARD CHAIR 1.00 X X 0 0 0 ROBERT RUNCIE DIRECTOR/BOARD FINANCE CHAIR 1.00 X X 0 0 0 1294886 0 288183 8 0 1 0 MCKINSEY AND COMPANY 1200 19TH STREET NW SUITE 1000 WASHINGTON DC 20036 EDUCATION STRATEGY 8622500 ILO GROUP 10 DORRANCE STREET SUITE 700 1556 PROVIDENCE RI 02903 EDUCATION CONSULTING 3907852 SKDKNICKERBOCKER 1150 18TH STREET NW SUITE 800 WASHINGTON DC 20036 STRATEGIC COMMUNICATIONS 726915 GRAND ISLE GROUP 509 OCTAVIA STREET NEW ORLEANS LA 70115 EDUCATION CONSULTING 380145 PETER GORMAN 6909 OUT OF BOUNDS DRIVE CHARLOTTE NC 28210 FUTURE CHIEFS SUPPORT AND LEADERSHIP COA 349830 17 20012822 20012822 CONSULTING/PROJECT FEES 611710 2041637 2041637 2041637 17906 17906 22072365 2041637 0 17906 X 250000 250000 809185 721205 3875 84105 1445969 1342294 36273 67402 43294 40982 1286 1026 193752 183299 4312 6141 146909 135304 2553 9052 132184 132184 69993 69993 30000 30000 17214757 17110174 104583 206962 131417 75545 374260 317695 56565 14 14 3690 3690 PROFESSIONAL DEVELOPMEN 62730 62480 250 20983699 20324864 491109 167726 876658 20865079 8133960 8151817 630000 578000 241403 44020 33180 360268 37809 36881 4618 928 9919819 30000112 384348 1640797 0 17735178 384348 19375975 X 5969034 8597378 3566437 2026759 9535471 10624137 9919819 30000112 1088666 0 X X 0 1 X 1 0 X 5885000 5683944 6880174 10489799 20012822 48951739 5885000 5683944 6880174 10489799 20012822 48951739 28853058 20098681 114 12305 36124 72261 17906 138710 49090449 4286894 0.40940 0.45880 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 36881 928 928 22072365 0 22072365 0 22072365 20983699 0 20983699 0 20983699 1 FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS 445 W AMELIA STREET ORLANDO FL 328011129 592788435 50000 0 CFC PLAYERS COALITION GRANT ALDINE INDEPENDENT SCHOOL DISTRICT 2520 WW THORNE BLVD HOUSTON TX 77073 746001110 100000 0 CFC GRANT FOR STUDENTS W/DISABILITIES & LEARNING DIFFERENCES CLARKSVILLE-MONTGOMERY COUNTY SCHOOL SYSTEM 621 GRACEY AVENUE CLARKSVILLE TN 37040 620714744 100000 0 CFC GRANT FOR STUDENTS W/DISABILITIES & LEARNING DIFFERENCES 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 MICHAEL MAGEE CEO 297040 0 23846 0 0 0 14500 0 52053 0 387439 0 0 0 LEILA WALSH CHIEF EXTERNAL AFFAIRS OFFICER 205512 0 19330 0 0 0 6479 0 17169 0 248490 0 0 0 JULIA RAFAL-BAER COO (THRU 07/14/21) 129968 0 10203 0 0 0 7277 0 25807 0 173255 0 0 0 KIMBERLY TANG DIR. OF MEMBERSHIPS & FUTURE CHIEFS 123938 0 10000 0 0 0 7125 0 26931 0 167994 0 0 0 JAMAR KNOX SEN. DIR. OF FINANCE AND OPERATIONS 125835 0 8000 0 0 0 6372 0 45267 0 185474 0 0 0 DANIELLE DURBIN DIRECTOR OF COMMUNICATIONS 112339 0 13331 0 0 0 6456 0 34672 0 166798 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 BONUSES WERE AWARDED IN A VARIETY OF WAYS IN 2021. TESTING AND VACCINE PROJECT BONUSES WERE PROJECT-BASED BONUSES FOR APPRECIATION OF HARD WORK AND DEDICATION TO THE PROJECT FROM JANUARY 2021 TO MARCH 2021. THIS BONUS REFLECTS AN ADDITIONAL DAY OF WORK PER WEEK DURING THIS TIME PERIOD. THE DISCRETIONARY MERIT BONUSES FROM THE CEO WERE APPLIED TO STAFF WHO EITHER WERE PASSED ON SALARY INCREASES IN THE YEAR OR WHO WERE DESERVING OF THE PERFORMANCE BONUS, BUT WERE LESS THAN A MONTH AWAY FROM ACHIEVING. LASTLY, THE PERFORMANCE BONUS IS ELIGIBLE FOR STAFF EMPLOYED AT LEAST 6 MONTHS. THIS YEAR'S BASE WAS AT $8,000 WITH AMPLIFIERS OF 1.25X AT 3-5 YEARS AND 1.5X AT 5-7 YEARS OF TENURE AT CHIEFS OF CHANGE. JACKSON-PRICE CONSULTING SERVICES INC BOARD MEMBER JANICE JACKSON IS THE OWNER 23288 COACHING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. 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 FORM 990 IS DRAFTED WITH THE SUPPORT OF THE TAX PREPARER, BOOKKEEPER AND OPERATIONS STAFF. THE FORM 990 IS THEN REVIEWED BY THE CEO AND COO AND ANY CHANGES ARE MADE. ONCE FINALIZED, THE FORM 990 IS FORWARDED TO THE BOARD AND APPROVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 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 INTERESTED PERSON IS NOT INVOLVED IN VOTING ON THE POSSIBLE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWED COMPENSATION FOR EXECUTIVES AT SIMILAR ORGANIZATIONS AND APPROVED THE COMPENSATION PRIOR TO THE CEO'S HIRING. THE CEO HAS AN ANNUAL REVIEW WITH THE BOARD CHAIR TO DETERMINE ANY CHANGES IN COMPENSATION. THE DISCUSSIONS ARE DOCUMENTED. 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 667,134. MANAGEMENT AND GENERAL EXPENSES 74,583. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 741,717. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 372,355. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 372,355. MEMBER SUPPORT AND ACCELERATOR: PROGRAM SERVICE EXPENSES 16,070,685. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,070,685. STIPENDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 30,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,000. FORM 990 PART XII, LINE 2C THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE AUDIT OF THE FINANCIAL STATEMENTS, AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT THAT COMPILED, REVIEWED, OR AUDITED THE STATEMENTS.