2019-11-12T14:43:06-06:00 2018-12-31 061009205 BLUM SHAPIRO & COMPANY PC 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 021697431 990 2018-01-01 472373903 CHIEFS FOR CHANGE CHIE 2026817643 1455 PENNSYLVANIA AVENW STE 400-311 WASHINGTON DC 20004 MICHAEL MAGEE CHIEF EXECUTIVE OFFICER 2026817643 2019-11-06 1 MICHELLE Y HATCH P01222458 7819821001 2019-11-06 64.251.63.131 2019-11-06 11:46:25 ES P 3C3F3A9A6A2C4A7FAF67B2138946307825C80BAE F655607A01BC9414CB150F5C2D5B642F4B7C09E6 2018 2020-04-17 16:48:07Z MICHAEL MAGEE 1455 PENNSYLVANIA AVENW STE 400-311 WASHINGTON DC 20004 6125841 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 5 16 6 0 0 5885000 5683944 648532 429592 114 12305 0 0 6533646 6125841 361734 646153 0 0 1623133 1690145 0 0 173745 3045879 2358323 5030746 4694621 1502900 1431220 4486968 5707330 414504 203646 4072464 5503684 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 4052329 646153 429592 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. 4052329 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 55 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 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 X MICHAEL MAGEE CEO 2026817643 1455 PENNSYLVANIA AVE NW STE WASHINGTON DC 20004 HANNA SKANDERA DIRECTOR THRU 8/18 1.00 X 0 0 0 THOMAS BOASBERG DIRECTOR 1.00 X 0 0 0 ROBERT RUNCIE DIRECTOR 1.00 X 0 0 0 ANTWAN WILSON DIRECTOR THRU 8/18 1.00 X 0 0 0 HANSEUL KANG DIRECTOR 1.00 X 0 0 0 PEDRO MARTINEZ DIRECTOR FROM 9/18 1.00 X 0 0 0 JOHN WHITE BOARD CHAIRMAN 1.00 X X 0 0 0 JULIA RAFAL-BAER COO 40.00 X 202086 0 9464 MICHAEL MAGEE CEO 40.00 X 221392 0 44076 LEILA WALSH CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 143201 0 8400 JASMINE FRYER DIR. OF MEMBERSHIP AND FUTURE CHIEFS 40.00 X 126159 0 4788 692838 0 66728 4 0 1 0 BE CLEAR LLC 2255 SHERIDAN BOULEVARD UNIT C 106 EDGEWATER CO 80214 COMMUNICATIONS 302826 JOHNS HOPKINS INSTITUTE FOR EDUCATION PO 2800 N CHARLES ST BALTIMORE MD 21218 ESSA PROJECT SUPPORT 214721 PENN HILL 777 6TH STREET NW SUITE 500 WASHINGTON DC 20001 ADVOCACY/POLICY AND LOBBYING SUPPORT 121000 PETER GORMAN 6909 OUT OF BOUNDS DRIVE CHARLOTTE NC 28210 FUTURE CHIEFS SUPPORT 105000 4 5683944 5683944 CONSULTING/PROJECT FEE 611710 429592 429592 429592 12305 12305 6125841 429592 0 12305 X 646153 646153 636626 518792 37311 80523 785548 653674 80041 51833 47649 42340 5309 100561 63288 11207 26066 119761 91923 13345 14493 7338 7338 48130 48130 30250 30250 1744274 1658769 85505 50727 50727 417952 306867 111085 45342 33291 12051 8501 6982 689 830 PROFESSIONAL DEVELOPMEN 5809 5809 4694621 4052329 468547 173745 3123201 114332 227180 5227803 1093600 308807 31970 43469 31227 18308 11017 12919 4486968 5707330 331165 203646 83339 0 414504 203646 X 1163005 1098309 2909459 4405375 4072464 5503684 4486968 5707330 1431220 0 X X 0 1 X 1 0 X 1717650 3625682 5885000 5683944 16912276 1717650 3625682 5885000 5683944 16912276 10902499 6009777 1227 226 114 12305 13872 16926148 1293187 X PART II, SHORT YEAR EXPLANATION: 2014 IS THE ORGANIZATION'S FIRST YEAR; IT BEGAN OPERATIONS IN 2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 15125 0 1 15125 30250 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. 31227 18308 12919 12919 6125841 0 6125841 0 6125841 4694621 0 4694621 0 4694621 1 COMMUNITY FOUNDATION OF NEW JERSEY 35 KNOX HILL RD MORRISTOWN NJ 07960 222281783 501(C)(3) 130000 CFC ACCELERATOR FUND GRANT FOUNDATION FOR TULSA SCHOOLS 3027 SOUTH NEW HAVEN AVE STE 116 TULSA OK 741146131 731612027 501(C)(3) 100000 CFC ACCELERATOR FUND GRANT INDIANAPOLIS PUBLIC SCHOOLS 120 EAST WALNUT STREET INDIANAPOLIS IN 46204 356002486 75000 CFC ACCELERATOR FUND GRANT NEW VENTURE FUND 1201 CONNECTICUT AVE NW STE 300 WASHINGTON DC 20036 205806345 501(C)(3) 41500 LEARNING HEROES NATIONAL CONFERENCE SUPPORT OHIO DEPARTMENT OF EDUCATION 25 SOUTH FRONT STREET COLUMBUS OH 43215 311334820 15000 CFC ACCELERATOR FUND GRANT ORANGE COUNTY PUBLIC SCHOOLS 445 WEST AMELIA STREET ORLANDO FL 328011129 596000771 91253 CFC ACCELERATOR FUND GRANT STATE OF HAWAII DEPARTMENT OF EDUCATION PO BOX 2369 HONOLULU HI 96804 990266482 11000 CFC ACCELERATOR FUND GRANT STUDENTS TO SCIENCE 66 DEFOREST AVE EAST HANOVER NJ 07936 264531439 501(C)(3) 50000 CFC ACCELERATOR FUND GRANT THE SCHOOL BOARD OF BREVARD COUNTY FLORIDA 2700 JUDGE FRAN JAMIESON WAY VIERA FL 32940 596000522 34000 CFC ACCELERATOR FUND GRANT THE SCHOOL BOARD OF BROWARD COUNTY FLORIDA 600 SOUTHEAST THIRD AVE FORT LAUDERDALE FL 33301 596000530 98400 CFC 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 0 0 JULIA RAFAL-BAER COO 202086 0 0 0 0 0 9304 0 160 0 211550 0 0 0 MICHAEL MAGEE CEO 221392 0 0 0 0 0 11070 0 33006 0 265468 0 0 0 LEILA WALSH CHIEF EXTERNAL AFFAIRS OFFICER 143201 0 0 0 0 0 771 0 7629 0 151601 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES THEIR EMPLOYEES A STIPEND FOR THEIR HOME OFFICE. THIS IS TAXABLE TO THE EMPLOYEES AND IS INCLUDED IN THEIR W-2. 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 421,790. MANAGEMENT AND GENERAL EXPENSES 82,847. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 504,637. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 244,024. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 244,024. CONTRACTED PERSONNEL: PROGRAM SERVICE EXPENSES 86,913. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,913. MEMBER SUPPORT AND ACCELERATOR: PROGRAM SERVICE EXPENSES 888,629. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 888,629. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 4,876. MANAGEMENT AND GENERAL EXPENSES 2,658. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,534. STIPENDS: PROGRAM SERVICE EXPENSES 11,875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,875. RECRUITING: PROGRAM SERVICE EXPENSES 662. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 662. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE CONSISTS OF BOARD FINANCE CHAIR-ROBERT RUNCIE, CEO-MICHAEL MAGEE, AND SENIOR FINANCE ASSOCIATE-JAMAR KNOX. THEY ARE RESPONSIBLE FOR THE AUDIT OF THE FINANCIAL STATEMENTS, AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT THAT COMPILED, REVIEWED, OR AUDITED THE STATEMENTS.