2021-11-10T13:12:23-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2020-01-01 472373903 CHIEFS FOR CHANGE CHIE 2026817643 1455 PENNSYLVANIA AVENW STE 400-3 WASHINGTON DC 20004 MICHAEL MAGEE CHIEF EXECUTIVE OFFICER 2026817643 2021-11-10 1 MICHAEL MAGEE 999009999 SHANNON CROWLEY P01594935 7819821001 2021-11-10 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL MAGEE 1455 PENNSYLVANIA AVENW STE 400-311 WASHINGTON DC 20004 11267861 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. 6 6 16 6 0 0 6880174 10489799 461332 705801 36124 72261 0 0 7377630 11267861 146000 800000 0 0 2089283 2300582 0 0 164738 2072880 7204959 4308163 10305541 3069467 962320 8834965 9919819 261814 384348 8573151 9535471 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 9892313 800000 705801 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. 9892313 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 0 0 0 0 0 0 0 0 0 0 0 0 1 94 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 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 256523 0 61440 JULIA RAFAL-BAER COO 40.00 X 234218 0 14371 LEILA WALSH CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 206902 0 21801 ELSA DURE DIR. OF STRATEGIC PARTNERSHIPS & DEV. 40.00 X 145566 0 11004 DANIELLE DURBIN DIRECTOR OF COMMUNICATIONS 40.00 X 102328 0 41064 CERENA PARKER DIRECTOR OF OPERATIONS 40.00 X 133031 0 9614 KIMBERLY TANG DIRECTOR OF MEMBERSHIPS AND FUTURE CHIEFS 40.00 X 116612 0 25347 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 JOHN WHITE 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 1195180 0 184641 7 0 1 0 MCKINSEY AND COMPANY 1200 19TH STREET NW SUITE 1000 WASHINGTON DC 20036 SEA/LEA REOPENING STRATEGY 2457500 THE NEW TEACHER PROJECT-CURRICULUM AUDIT 500 7TH AVENUE 8TH FLOOR NEW YORK NY 10018 CURRICULUM AUDITS/RESEARCH PROJECT SUPPO 351156 COUNCIL OF CHIEF STATE SCHOOL OFFICERS 1 MASSACHUSETTS AVENUE NW SUITE 7 WASHINGTON DC 20001 SEA/LEA REOPENING STRATEGY 350000 ALLOVUE 919 W 34TH STREET BOX 50008 BALTIMORE MD 21211 SEA/LEA FUND ALLOCATION SUPPORT 296627 PETER GORMAN 6909 OUT OF BOUNDS DRIVE CHARLOTTE NC 28210 FUTURE CHIEFS SUPPORT 261000 17 10489799 10489799 CONSULTING/PROJECT FEES 611710 705801 705801 705801 72261 72261 11267861 705801 0 72261 X 800000 800000 795255 658980 54802 81473 1203352 1086308 49109 67935 37131 36614 517 137014 132018 4996 127830 110902 7111 9817 23160 23160 55904 55904 30000 30000 6811982 6775532 36450 128222 125499 2723 145826 136460 9366 6801 6801 PROFESSIONAL DEVELOPMEN 3064 3064 10305541 9892313 248490 164738 2281205 876658 6312763 8133960 871403 229578 33180 37809 33191 11419 4618 8834965 9919819 261814 384348 261814 384348 X 4332945 5969034 4240206 3566437 8573151 9535471 8834965 9919819 962320 0 X X 0 1 X 1 0 X 3625682 5885000 5683944 6880174 10489799 32564599 3625682 5885000 5683944 6880174 10489799 32564599 17569312 14995287 226 114 12305 36124 72261 121030 32685629 2460320 0.45880 0.44630 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 33191 4618 4618 11267861 0 11267861 0 11267861 10305541 0 10305541 0 10305541 1 CITY OF PROVIDENCE SCHOOL DISTRICT 797 WESTMINSTER STREET PROVIDENCE RI 02903 056000329 50000 CFC COVID-19 ACCELERATOR FUND GRANT CITY YEAR 287 COLUMBUS AVENUE BOSTON MA 02116 222882549 100000 CFC ACCELERATOR FUND GRANT ECTOR COUNTY 802 N SAM HOUSTON ODESSA TX 79761 756001362 150000 CFC COVID-19 ACCELERATOR FUND GRANT/PLAYERS COALITION GRANT/SPACEX EDUCATION FOUNDATION FOR PALM BEACH 5050 SOUTH CONGRESS AVENUE BOYNTON BEACH FL 33426 592420369 50000 CFC PLAYERS COALITION GRANT FUND FOR EDUCATIONAL EXCELLENCE 800 NORTH CHARLES STREET SUITE 400 BALTIMORE MD 21201 521129402 50000 CFC PLAYERS COALITION GRANT GUILFORD EDUCATION ALLIANCE 311 POMONA DRIVE STE E GREENSBORO NC 27407 731612027 125000 CFC COVID-19 ACCELERATOR FUND GRANT INDIANAPOLIS PUBLIC SCHOOLS EDUCATION FOUNDATION 120 EAST WALNUT STREET ROOM 116 INDIANAPOLIS IN 46208 311103966 175000 CFC COVID-19 ACCELERATOR FUND GRANT/CFC PLAYERS COALITION GRANT MIDLAND ISD EDUCATION FOUNDATION 615 WEST MISSOURI SUITE 224 MIDLAND TX 79701 752330628 50000 CFC COVID-19 ACCELERATOR FUND GRANT STOCKTON UNIFIED SCHOOL DISTRICT 701 NORTH MADISON STREET STOCKTON CA 95202 946002661 50000 CFC COVID-19 ACCELERATOR FUND GRANT 10 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 245023 0 11500 0 0 0 12839 0 48601 0 317963 0 0 0 JULIA RAFAL-BAER COO 213456 0 20762 0 0 0 9974 0 4397 0 248589 0 0 0 LEILA WALSH CHIEF EXTERNAL AFFAIRS OFFICER 195402 0 11500 0 0 0 5776 0 16025 0 228703 0 0 0 ELSA DURE DIR. OF STRATEGIC PARTNERSHIPS & DEV 134066 0 11500 0 0 0 7278 0 3726 0 156570 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 2020. IN MARCH, THE CEO AWARDED WELLNESS BONUSES TO THE CHIEF EXTERNAL AFFAIRS OFFICER, DIRECTOR OF MEMBERSHIPS, DIRECTOR OF STRATEGIC PARTNERS, DIRECTOR OF OPERATIONS, AND DIRECTOR OF COMMUNICATIONS. IN APRIL, THE DIRECTOR OF OPERATIONS WAS AWARDED A BONUS FOR ADDITIONAL HOURS OF COVERAGE WHILE 2 STAFF MEMBERS IN HER DEPARTMENT WERE OUT ON LEAVE. IN JULY, WELLNESS BONUSES WERE AWARDED TO THE CEO, COO, CHIEF EXTERNAL AFFAIRS OFFICER, DIRECTOR OF MEMBERSHIPS, DIRECTOR OF STRATEGIC PARTNERS, DIRECTOR OF OPERATIONS, AND DIRECTOR OF COMMUNICATIONS. IN AUGUST, THE COO WAS AWARDED A BONUS FOR ADDITIONAL HOURS OF WORK FOR A TIMELY PROJECT THAT WAS APPROVED BY OUR CEO. IN OCTOBER, WELLNESS BONUSES WERE AWARDED TO THE CEO, COO, CHIEF EXTERNAL AFFAIRS OFFICER, DIRECTOR OF MEMBERSHIPS, DIRECTOR OF STRATEGIC PARTNERS, DIRECTOR OF OPERATIONS, AND DIRECTOR OF COMMUNICATIONS. IN DECEMBER, PERFORMANCE BONUSES WERE AWARDED TO THE CEO, COO, CHIEF EXTERNAL AFFAIRS OFFICER, DIRECTOR OF MEMBERSHIPS, DIRECTOR OF STRATEGIC PARTNERS, DIRECTOR OF OPERATIONS, AND DIRECTOR OF COMMUNICATIONS. 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 699,382. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 699,382. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 148,580. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,580. MEMBER SUPPORT AND ACCELERATOR: PROGRAM SERVICE EXPENSES 5,927,570. MANAGEMENT AND GENERAL EXPENSES 36,450. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,964,020. 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.