2025-11-06T13:00:18-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1707 N RANDALL ROAD STE 200 ELGIN IL 60123 990 2024-01-01 364279013 CHICAGO PUBLIC EDUCATION FUND CHIC 3125584500 200 WEST ADAMS 1175 CHICAGO IL 606065230 HEATHER Y ANICHINI PRESIDENT & CHIEF EXECUTIVE OFFICER 3125584500 2025-10-31 1 1 MELANIE MCPEAK P01346034 8478888600 2024 2025-03-06 01:10:19Z HEATHER Y ANICHINI 200 WEST ADAMS 1175 CHICAGO IL 606065230 7916537 0 X WWW.THEFUNDCHICAGO.ORG X 1999 IL THE FUND SUPPORTS STRONG PUBLIC SCHOOLS CITYWIDE BY INVESTING HEAVILY IN THE TALENTED EDUCATORS WHO LEAD THEM. IN 2024, OUR PROGRAMS AND PARTNERSHIPS SUPPORTED 151 SCHOOL LEADERS (PRINCIPALS), 193 ASPIRING PRINCIPALS (ASSISTANT PRINCIPALS, INSTRUCTIONAL LEADERS, AND TEACHER LEADERS), AND 34 PRINCIPAL SUPERVISORS (NETWORK CHIEFS AND DEPUTY CHIEFS) IN CHICAGO'S PUBLIC SCHOOLS, IMPACTING 139,000 STUDENTS ACROSS THE CITY. COMPLEMENTING OUR TARGETED PROGRAMMATIC SUPPORTS, WE PRIORITIZE BROAD EDUCATOR ENGAGEMENT THROUGH COMMITMENTS TO OUR ANNUAL PRINCIPAL AND ASSISTANT PRINCIPAL (AP) ENGAGEMENT SURVEYS AND PRINCIPAL AND AP APPRECIATION CAMPAIGNS. AS ACTIVE PARTICIPANTS IN CHICAGO'S EDUCATION COMMUNITY, WE ALSO MAINTAIN SYSTEMS AND DATA THAT INFORM OUR PROGRAMMATIC EFFORTS AND ACCELERATE IMPROVEMENTS FOR SCHOOL LEADERS. 22 21 34 21 0 0 6524752 2989953 0 0 395618 636250 2874 0 6923244 3626203 904039 1144689 0 0 3038743 3270086 0 0 205733 2511054 2625001 6453836 7039776 469408 -3413573 41819615 39662525 1320100 1829151 40499515 37833374 X THE CHICAGO PUBLIC EDUCATION FUND (THE FUND) IS A NONPROFIT ORGANIZATION THAT IMPROVES PUBLIC SCHOOLS IN CHICAGO BY INVESTING IN THE TALENTED EDUCATORS WHO LEAD THEM. 1 0 3498844 964486 PROGRAMMATIC SUPPORTSPROGRAMS: AFFINITY, DESIGN, LEADERSHIP BRIDGE, MALOTT, MASTERCLASS, NETWORK, PIPELINE, PROGRAM PILOTS, & SELTHE FUND INVESTS IN DIRECT-TO-SCHOOL LEADER SUPPORT THROUGH A ROBUST PROGRAM SUITE. FUND PROGRAMS ARE OPEN TO ALL SCHOOL LEADERS (PRINCIPALS), ASPIRING PRINCIPALS (ASSISTANT PRINCIPALS, INSTRUCTIONAL LEADERS, AND TEACHER LEADERS), AND PRINCIPAL SUPERVISORS (NETWORK CHIEFS AND DEPUTY CHIEFS) IN CHICAGO'S PUBLIC SCHOOLS. OUR PROGRAMS SERVE EDUCATORS ACROSS THE CITY IN MANY SCHOOL TYPES, INCLUDING ELEMENTARY, HIGH SCHOOL, CHARTER, AND DISTRICT SCHOOLS. WE HARNESS REAL-TIME DATA ON SCHOOL LEADERS' NEEDS AND STUDENT OUTCOMES TO PILOT AND OFFER EFFECTIVE PROGRAMS. IN 2024, OUR PROGRAMS SERVED 151 PRINCIPALS, 193 ASPIRING PRINCIPALS, AND 34 PRINCIPAL SUPERVISORS, IMPACTING 139,000 STUDENTS.THE FUND'S PROFESSIONAL LEARNING COMMUNITIES (PLCS) ARE SEMESTER-LONG, PRINCIPAL-LED COHORTS DESIGNED TO SUPPORT REFLECTIVE PRACTICE, IDEA EXCHANGE, AND PRACTICAL RESOURCE MANAGEMENT. FACILITATED BY EXPERIENCED PRINCIPALS WITH DEMONSTRATED SUCCESS, THESE LEARNING COMMUNITIES REMAIN ONE OF OUR MOST POPULAR PROGRAMS, SERVING 93 UNIQUE SCHOOL LEADERS AND ASPIRING SCHOOL LEADERS IN 2024. THE FUND'S MASTERCLASS LEARNING SERIES OFFERS A FOCUSED PROFESSIONAL LEARNING EXPERIENCE TAILORED TO THE PRACTICAL NEEDS OF SCHOOL LEADERS AND SUPERVISORS. IN 2024, SIX EXPERT SCHOOL LEADERS LED ACCESSIBLE, TIME-SENSITIVE SESSIONS FOR 73 PRINCIPALS AND 93 ASPIRING PRINCIPALS. IN RESPONSE TO OUR 2023 LSC MEMBER ENGAGEMENT SURVEY, WE ALSO OFFERED A NEW MASTERCLASS IN 2024, WHICH FOCUSED ON STRATEGIES FOR EFFECTIVE COMMUNICATION, TRANSPARENT DECISION-MAKING, AND MEANINGFUL COMMUNITY ENGAGEMENT BETWEEN SCHOOL LEADERS AND THEIR LSCS.THROUGH THE MALOTT EDUCATOR FELLOWSHIP, THE FUND PROVIDES INTENSIVE PROFESSIONAL DEVELOPMENT AND COACHING TO SCHOOL LEADERS IN COMMUNITIES EXPERIENCING DISTINCT CHALLENGES SUCH AS CHRONIC ABSENTEEISM AND STUDENT MOBILITY. WE LAUNCHED THE FELLOWSHIP IN 2023 IN PARTNERSHIP WITH THE UNIVERSITY OF ILLINOIS CHICAGO'S CENTER FOR URBAN EDUCATION LEADERSHIP AND WISE LEADERSHIP CONSULTING. IN 2023, THE FIRST COHORT OF MALOTT FELLOWS INCREASED THEIR EFFECTIVE LEADERS SCORES BY 5.5 POINTS, AS MEASURED ON THE 5ESSENTIALS SURVEY. IN 2024, THE FELLOWSHIP SUPPORTED ITS SECOND COHORT OF 25 SCHOOL LEADERS, AIMING TO IMPROVE ORGANIZATIONAL AND STUDENT LEARNING OUTCOMES IN FELLOWS' SCHOOLS BY FOCUSING ON SELF-EFFICACY, PRACTICE, AND RETENTION.COMPLEMENTING THESE PROGRAMS, WE OFFERED A DESIGN COACHING TO IMPLEMENT PROGRAM TO 54 SCHOOL TEAMS IN 2024, WHICH IS THE FUND'S ONLY PROGRAM THAT PROVIDES COMPREHENSIVE SUPPORT AND THE OPPORTUNITY TO UPLIFT TEACHER LEADERS TO CREATE FOUNDATIONAL CHANGE IN SCHOOL BUILDINGS. OUR 2024 LEADERSHIP BRIDGE AND RELATED PROGRAMS ALSO EQUIPPED 40 ASPIRING SCHOOL LEADERS TO ASSUME PRINCIPAL ROLES.LAUNCHED IN 2023, THE NETWORK STRATEGY PROGRAM ENHANCES SCHOOL LEADERSHIP BY OFFERING CPS NETWORK CHIEFS AND DEPUTY CHIEFS TARGETED PROFESSIONAL DEVELOPMENT. IN 2024, OUR NETWORK STRATEGY PROGRAM FEATURED THREE TIERS OF SUPPORT THAT DELIVERED STRUCTURED, BIMONTHLY COACHING, LEADERSHIP DEVELOPMENT, AND PERFORMANCE FEEDBACK SESSIONS TO NETWORK LEADERS WHO IMPACT OVER 230 SCHOOL LEADERS. 1952830 170203 SYSTEMS, DATA & POLICIESPROGRAMS: EAC, LSC, POLICY ENGAGEMENT, POLICY PILOTSBASED ON NATIONAL AND LOCAL RESEARCH, AS WELL AS OVER 25 YEARS OF EXPERIENCE IN THE CHICAGO EDUCATION CONTEXT, THE FUND INVESTS IN BUILDING A CULTURE OF STRONG, LOCAL LEADERSHIP IN CHICAGO. OUR REPORTS AND DATA INFORM OUR PROGRAMMATIC AND POLICY STRATEGIES, DRIVING IMPROVEMENTS IN CONDITIONS AND SYSTEMS FOR SCHOOL LEADERS. IN 2024, WE PUBLISHED TWO REPORTS, CONTINUED AND LAUNCHED NEW ADVISORY GROUPS, AND EXPANDED OUR POLICY WORK TO ADDRESS CURRENT CONDITIONS AND PREPARE FOR FUTURE ONES.IN 2024, CHICAGO'S BOARD OF EDUCATION TRANSITIONED TO A 21-MEMBER HYBRID BOARD, COMPRISING BOTH APPOINTED AND ELECTED MEMBERS. AS SUCH, WE INCREASED OUR WORK TO ELEVATE SCHOOL LEADERS' VOICES AND NEEDS. WE PUBLISHED THREE OP-EDS ON TIMELY SCHOOL LEADER GOVERNANCE ISSUES AND PRIORITIES, SPOKE AT PUBLIC BOARD MEETINGS TO ADVOCATE FOR SCHOOL LEADER AUTONOMY, AND PROVIDED BRIEFINGS. WE ALSO PARTNERED WITH LOCAL ORGANIZATIONS TO HOST A STUDENT FORUM AND TWO SCHOOL LEADER FORUMS. THESE ALLOWED POTENTIAL SCHOOL BOARD MEMBERS TO ANSWER QUESTIONS RELATED TO SCHOOL LEADER AND STUDENT EXPERIENCES. WE BELIEVE CHICAGO'S PRINCIPALS REQUIRE THE AUTONOMY TO RESPOND TO THE UNIQUE NEEDS OF THEIR SCHOOL COMMUNITIES. IN SUPPORT OF THIS BELIEF, WE PUBLISHED THE CHICAGO PRINCIPAL IN COMPARISON IN 2024. THIS REPORT HIGHLIGHTS SOME OF THE WAYS THE PRINCIPAL ROLE IN CPS DIFFERS FROM THAT IN OTHER ILLINOIS SCHOOL DISTRICTS, INCLUDING THE NUMBER OF STUDENTS OR STAFF A CPS PRINCIPAL OVERSEES AND THE UNIQUE AUTONOMY GRANTED TO PRINCIPALS IN THE CITY.COMMITTED TO LEVERAGING REAL-TIME DATA, WE CONTINUED OUR ANNUAL PRINCIPAL AND AP ENGAGEMENT SURVEYS, YIELDING OVER 900 RESPONSES IN 2024 THAT ILLUMINATED SCHOOL LEADERS' SATISFACTION LEVELS AND PROFESSIONAL DEVELOPMENT NEEDS AS WELL AS OPPORTUNITIES FOR ADDITIONAL SUPPORT. WE RELEASED A JOINT LETTER WITH CPS TO SHARE FINDINGS AND MAKE RECOMMENDATIONS FOR IMPROVING SCHOOL LEADERS' SATISFACTION, SUCH AS AFFIRMING THEIR ABILITY TO MANAGE BUDGETS, HIRE STAFF, AND SET CURRICULUM. IN 2024, WE ALSO PUBLISHED FINDINGS FROM OUR INAUGURAL LSC MEMBER ENGAGEMENT SURVEY IN LOCAL DECISION-MAKERS IN OUR SCHOOLS: A BASELINE REPORT ON CHICAGO'S LOCAL SCHOOL COUNCILS. THE SURVEY RESULTS ALSO LED US TO ESTABLISH AN LSC WORKING GROUP, COMPRISING 22 LSC MEMBERS REPRESENTING 13 CPS NETWORKS. MEMBERS DEVELOPED A SELF-ASSESSMENT TOOL TO HELP THEIR LSCS REFLECT ON PRACTICES AND IDENTIFY AREAS FOR IMPROVEMENT. 679023 10000 EDUCATOR ENGAGEMENTPROGRAMS: PAWTHE FUND CHAMPIONS STRONG SCHOOL LEADERSHIP AND ITS CRITICAL ROLE IN ACCELERATING STUDENT OUTCOMES. WE CONNECT WITH THE BROADER COMMUNITY, LEVERAGE EDUCATORS' KNOWLEDGE AND EXPERTISE TO INFORM OUR WORK, AND CELEBRATE SCHOOL LEADERS' INNOVATION AND LEADERSHIP CITYWIDE. IN 2024, WE WELCOMED A NEW EDUCATOR ADVISORY COMMITTEE (EAC) COHORT. THE COMMITTEE SHAPED THE FUND'S AGENDA, GENERATED PROGRAMMING RECOMMENDATIONS, AND FOSTERED CONNECTIONS AMONG SCHOOL LEADERS ACROSS CHICAGO. COMPOSED OF 38 SCHOOL LEADERS, THE 2024 EAC FOCUSED ON IDENTIFYING IMPLICATIONS OF THE PROPOSED CPS SCHOOL FUNDING FORMULA AND BUDGET PROCESS, SUPPORTING THE DEVELOPMENT OF OUR PRINCIPAL AND AP ENGAGEMENT SURVEYS, AND LAUNCHING THE FUND'S SCHOOL LEADER INNOVATION AWARDS, WHICH RECOGNIZED AN OUTSTANDING PRINCIPAL AND ASSISTANT PRINCIPAL.IN 2024, WE ALSO CONTINUED OUR ANNUAL CITYWIDE PRINCIPAL APPRECIATION CAMPAIGN DURING NATIONAL PRINCIPALS MONTH IN OCTOBER. THE CAMPAIGN INCLUDED CELEBRATORY EVENTS FOR SCHOOL LEADERS, SUCH AS FREE TICKETS TO ATTEND A CHICAGO BULLS GAME, AND AN EVENT THAT HIGHLIGHTED STORIES FROM TRANSFORMATIONAL SCHOOL LEADERS WHILE ALLOWING SCHOOL LEADERS TO CONNECT WITH EACH OTHER. TO EXTEND THE REACH OF THESE STORIES, WE EXECUTED A ROBUST SOCIAL MEDIA CAMPAIGN. WE ALSO PARTNERED WITH THE CHICAGO TRANSIT AUTHORITY AND LOCAL ORGANIZATIONS TO FEATURE STRONG SCHOOL LEADERS ON BUSES AND TRAINS THROUGHOUT CHICAGO. 6130697 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 81 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X HEATHER Y ANICHINI 3125584500 200 WEST ADAMS 1175 CHICAGO IL 606065230 HEATHER Y ANICHINI PRESIDENT & CEO 55.00 0.00 X X 376639 0 47702 BRENT GLEDHILL CHAIR 1.00 0.00 X X 0 0 0 HELEN ZELL VICE CHAIR 1.00 0.00 X X 0 0 0 BARBARA MALOTT KIZZIAH SECRETARY 1.00 0.00 X X 0 0 0 JILL GARLING TREASURER 1.00 0.00 X X 0 0 0 ELLEN ALBERDING DIRECTOR 1.00 0.00 X 0 0 0 GILLIAN DARLOW DIRECTOR 1.00 0.00 X 0 0 0 JOHN DUGENSKE DIRECTOR 1.00 0.00 X 0 0 0 KIMBERLY EVANS DIRECTOR 1.00 0.00 X 0 0 0 JIM FRANK DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINA HERZOG DIRECTOR 1.00 0.00 X 0 0 0 KELLY HOWE DIRECTOR 1.00 0.00 X 0 0 0 STUART LUCAS DIRECTOR 1.00 0.00 X 0 0 0 SIDDHARTH MEHTA DIRECTOR 1.00 0.00 X 0 0 0 ANTHONY MILLER DIRECTOR 1.00 0.00 X 0 0 0 AUYANA ORR DIRECTOR 1.00 0.00 X 0 0 0 JESSE RUIZ DIRECTOR 1.00 0.00 X 0 0 0 ANDREA SAENZ DIRECTOR 1.00 0.00 X 0 0 0 PENNY BENDER SEBRING DIRECTOR 1.00 0.00 X 0 0 0 ERIC SMITH DIRECTOR 1.00 0.00 X 0 0 0 DAVID VITALE DIRECTOR 1.00 0.00 X 0 0 0 DANDRE J WEAVER DIRECTOR 1.00 0.00 X 0 0 0 NELSON GEREW CHIEF PUBLIC AFFAIRS OFFICER 40.00 0.00 X 210000 0 9078 MARIEL LAUREANO DIRECTOR, EDUCATOR SUPPORT 40.00 0.00 X 181341 0 38061 JULIE BURNETT DIRECTOR, PARTNERSHIP AND INNOVATION 40.00 0.00 X 186918 0 18674 SUJATA KANKANHALLI INTERIM COO (1/8/24-12/13/24) 20.00 0.00 X 153750 0 0 ANNIE BRINGEWATT DIRECTOR, DATA & STRATEGY 40.00 0.00 X 146328 0 7756 ESTHER LEE DIRECTOR, PEOPLE AND OPERATIONS 40.00 0.00 X 121006 0 28998 1375982 0 150269 7 0 1 0 COVER CONSULTING LLC 3018 MORLEY ROAD SHAKER HEIGHTS OH 44122 HUMAN RESOURCES SUPPORT & CONSULTING 248805 WISE LEADERSHIP CONSULTING 4740 SOUTH EVANS AVENUE CHICAGO IL 60615 PROGRAM SUPPORT AND CONSULTING 221500 50CAN INC 1380 MONROE STREET NW 413 WASHINGTON DC 20010 COMMUNICATIONS CONSULTING 186941 3 2989953 66736 2989953 720711 720711 4205873 4290334 -84461 -84461 -84461 3626203 0 0 636250 935902 935902 208787 208787 1222163 1056254 113009 52900 1662421 1436746 153719 71956 52020 44958 4811 2251 145551 125792 13458 6301 187931 162420 17377 8134 42247 42247 107857 107857 40917 40917 522583 488911 15961 17711 63907 7405 56128 374 216330 124919 62713 28698 179745 167956 7758 4031 112806 98127 9659 5020 34014 27576 6395 43 154778 117257 37272 249 164259 142885 14065 7309 PROGRAM & POLICY INVEST 856687 856687 RESEARCH EXPENSE 103254 103254 PROGRAM SUPPLIES AND TO 24861 24861 UNCOLLECTABLE PLEDGES 756 756 7039776 6130697 703346 205733 713333 777722 6951539 2954035 17649691 13138653 147105 152724 1127709 667766 613785 459943 15389679 21730200 354483 449248 41819615 39662525 317322 572935 35000 460000 967778 796216 1320100 1829151 X 22009746 24696221 18489769 13137153 40499515 37833374 41819615 39662525 -3413573 747432 0 X 0 1 X 1 0 X 2583791 5360177 24987900 6524752 2989953 42446573 2583791 5360177 24987900 6524752 2989953 42446573 22746157 19700416 269835 255668 344943 536476 720711 2127633 2874 2874 44577080 0.44190 0.42300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 2,874. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107857 107857 6891002 6998859 499943 124986 0 0 425852 440032 470842 499943 1836669 2755004 46217 69926 105902 107857 329902 106463 110008 117711 124986 459168 688752 3043 430 3473 0 1 X 2093384 297564 2390948 1763272 330112 2093384 1003623 1000000 -240351 1763272 1000000 3623 1003623 1.00000 0.00000 0.00000 0 0 822833 394274 428559 304876 273492 31384 459943 OPERATING LEASE LIABILITY 796216 796216 X 4406379 747432 73661 821093 3585286 40917 40917 3626203 7072520 73661 73661 6998859 40917 40917 7039776 PART IV, LINE 2B: PERIODICALLY, THE FUND ENTERS INTO AGREEMENTS TO SERVE AS AN AGENT FOR OTHER ORGANIZATIONS AND ACT AS AN INTERMEDIARY BETWEEN SUCH ORGANIZATIONS AND BENEFICIARIES. IN 2022, THE FUND AGREED TO SERVE AS AN AGENT FOR A PROJECT WITH THE BOSTON CONSULTING GROUP ("BCG") DIRECTED BY THREE LOCAL FUNDERS. IN 2022 AND 2023, $275,000 WAS RECEIVED. THE FUND DISBURSED FUNDS TO BCG UPON COMPLETION OF THE PROJECT IN 2023. $35,000 REMAINED FROM THIS FISCAL AGENCY TO SUPPORT ADDITIONAL WORK ALONG THESE LINES. IN 2024, THE FUND ENGAGED IN A NEW FISCAL AGENCY AGREEMENT TO EXPLORE AND POTENTIALLY SUPPORT DYNAMIC COALITION BUILDING AMONG PARTNER ORGANIZATIONS AND STAKEHOLDERS IN THE CHICAGO EDUCATION COMMUNITY. $425,000 WAS RECEIVED AND IS BEING HELD AS OF DECEMBER 31, 2024 TO BE PAID OUT IN 2025. PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE OPERATIONS AND INITIATIVES OF THE CHICAGO PUBLIC EDUCATION FUND AND ITS PROGRAMMATIC ACTIVITY OVER THE LONG TERM. PART X, LINE 2: THE ACCOUNTING STANDARD RELATED TO UNCERTAINTY IN INCOME TAXES STATES THE FUND MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FUND AND THE VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FUND DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR TAX LIABILITIES THAT SHOULD BE RECORDED FOR THE REPORTING PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS. 0 ACCELERATE INSTITUTE 150 NORTH MICHIGAN AVE SUITE 2100 CHICAGO IL 60601 363764476 501(C)(3) 30880 0 LEADERSHIP BRIDGE PROGRAM PARTNER CHICAGO PUBLIC SCHOOLS 42 W MADISON STREET CHICAGO IL 60602 366005821 GOVT 144000 0 WINNING DESIGN CHALLENGE SCHOOLS, NETWORK PROFESSIONAL DEVELOPMENT GRANTS ILLINOIS PRINCIPALS ASSOCIATION 2940 BAKER DR SPRINGFIELD IL 62703 362739730 501(C)(6) 5880 0 SPONSORSHIP FOR PRINCIPAL PROFESSIONAL DEVELOPMENT CREDIT HOURS LATINO LEADERSHIP PIPELINE 4926 WEST BYRON ST CHICAGO IL 60641 872779896 501(C)(3) 50000 0 AFFINITY GROUP PROGRAM PARTNER LEADERSHIP & DESIGN 206 BROOKE ACRES DRIVE LOS GATOS CA 95032 271178342 501(C)(3) 70000 0 DESIGN PROGRAM PARTNER MIKVA CHALLENGE 200 S MICHIGAN SUITE 1000 CHICAGO IL 60604 522033353 501(C)(3) 48750 0 CHICAGO BOARD OF EDUCATION INFORMATION SESSIONS NATIONAL SAM INNOVATION PROJECT 9100 SHELBYVILLE ROAD SUITE 280 LOUISVILLE KY 40222 454454376 501(C)(3) 52335 0 SPONSORSHIP FOR PRINCIPAL PROFESSIONAL DEVELOPMENT NEW LEADERS INC 121 WEST 36TH STREET 308 NEW YORK NY 10018 043519203 501(C)(3) 182089 0 LEADERSHIP BRIDGE PROGRAM PARTNER NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 041679980 501(C)(3) 27150 0 PLC & LEADERSHIP BRIDGE PROGRAMS PARTNER SURGE INSTITUTE INC 935 W CHESTNUT STREET SUITE 515 CHICAGO IL 60642 471995566 501(C)(3) 22500 0 SPONSORSHIP FOR PRINCIPAL PROFESSIONAL DEVELOPMENT THE HUMAN SCHOOLS PROJECT INCORPORATED 434 COLLEGE STREET NEW HAVEN CT 06511 990478077 501(C)(3) 12500 0 CPS NETWORK STRATEGY PROGRAM SUPPORT UNIVERSITY OF CHICAGO CONSORTIUM ON SCHOOL RESEARCH 5801 SOUTH ELLIS AVE CHICAGO IL 60637 362177139 501(C)(3) 10000 0 RESEARCH GRANT UNIVERSITY OF ILLINOIS - CHICAGO 1040 WEST HARRISON STREET CHICAGO IL 60607 376000511 GOVT 214000 0 SUPPORT THE MALOTT EDUCATOR FELLOWSHIP AND LEADERSHIP BRIDGE. UNIVERSITY OF WASHINGTON CAMPUS BOX 358731 SEATTLE WA 98195 916001537 GOVT 56500 0 PROVIDE PROFESSIONAL DEVELOPMENT SERVICES INCLUDING TRAINING AND COACHING TO CPS NETWORK CHIEFS. 13 1 GRANTS TO PRINCIPALS 149 208787 PART I, LINE 2: THE FUND MAKES INVESTMENTS IN GRANTEES ACCORDING TO BENCHMARK SCHEDULES. GRANT DOLLARS ARE DISBURSED ONLY UPON DOCUMENTED EVIDENCE THAT THE PROJECTS ARE MEETING OR WORKING TOWARDS MEETING THE CRITICAL FACTORS FOR THE PROJECTS TO BE SUCCESSFUL. ACCEPTABLE ACHIEVEMENTS ARE JOINTLY AGREED UPON AT THE TIME THE FUND COMMITS TO THE GRANT, AND STAFF MEMBERS WORK WITH THE GRANTEE TO MONITOR AND DOCUMENT PROGRESS AGAINST THESE SHARED GOALS. X X X X 0 0 0 0 0 0 0 1 0 HEATHER Y ANICHINI PRESIDENT & CEO 376639 0 0 0 0 0 15480 0 32222 0 424341 0 0 0 MARIEL LAUREANO DIRECTOR, EDUCATOR SUPPORT 181341 0 0 0 0 0 7600 0 30461 0 219402 0 0 0 NELSON GEREW CHIEF PUBLIC AFFAIRS OFFICER 210000 0 0 0 0 0 8400 0 678 0 219078 0 0 0 JULIE BURNETT DIRECTOR, PARTNERSHIP AND INNOVATION 186918 0 0 0 0 0 7600 0 11074 0 205592 0 0 0 ANNIE BRINGEWATT DIRECTOR, DATA & STRATEGY 136328 0 5000 0 5000 0 5480 0 2276 0 154084 0 0 0 SUJATA KANKANHALLI INTERIM COO (1/8/24-12/13/24) 143750 0 10000 0 0 0 0 0 0 0 153750 0 0 0 ESTHER LEE DIRECTOR, PEOPLE AND OPERATIONS 121006 0 0 0 0 0 5180 0 23818 0 150004 0 0 0 PART I, LINE 7 THE FUND OFFERED BONUSES OR STIPENDS TO TWO (2) EMPLOYEES IN 2024. STIPENDS WERE OFFERED TO EMPLOYEES WHO WORKED ON SPECIAL PROJECTS THAT WENT ABOVE AND BEYOND THEIR REGULAR DUTIES. BONUSES WERE OFFERED AT THE DISCRETION OF THE BOARD OF DIRECTORS FOR EXTRAORDINARY PERFORMANCE. THE PROCESS FOR THE DISTRIBUTION OF STIPENDS IS SHARED WITH EMPLOYEES. WISE LEADERSHIP CONSULTING CONSULTANT 221500 PROGRAM SUPPORT FEES FOR THE MALOTT FELLOWSHIP 0 PART IV THE FOUNDING PARTNER OF WISE LEADERSHIP CONSULTING, WHICH PROVIDED PROGRAM SUPPORT FOR THE MALOTT FELLOWSHIP PROGRAM IN 2024, IS RELATED TO THE DIRECTOR OF PARTNERSHIP AND INNOVATION, A KEY EMPLOYEE OF THE FUND. THE FUND PAID $221,500 TO WISE LEADERSHIP CONSULTING FOR PROVIDING PROGRAM SUPPORT. X 2125 COST X 1 61303 FMV X EVENT EXPENSES 3 50852 COST 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B OF SCHEDULE M FOR ALL DONATIONS REPRESENTS THE NUMBER OF CONTRIBUTIONS FOR EACH RESPECTIVE CATEGORY. FORM 990, PART III, LINE 2 IN 2023, WE LAUNCHED A FIRST-OF-ITS KIND LOCAL SCHOOL COUNCIL (LSC) MEMBER ENGAGEMENT SURVEY, WITH RESPONSES FROM 560 LSC MEMBERS. IN 2024, WE PUBLISHED LOCAL DECISION-MAKERS IN OUR SCHOOLS: A BASELINE REPORT ON CHICAGO'S LOCAL SCHOOL COUNCILS TO SHARE THE SURVEY DATA, SHOWCASE STORIES OF THE POSITIVE IMPACT LSCS HAVE ON SCHOOL COMMUNITIES, AND HIGHLIGHT AREAS WHERE WE PLAN TO EXPAND OUR SUPPORTS. FOR EXAMPLE, WHILE 82% OF LSC MEMBERS REPORTED POSITIVE RELATIONSHIPS WITH THEIR PRINCIPALS; RESPONSES FROM MEMBERS REPRESENTING 65 SCHOOLS INDICATED THEY MAY NEED ADDITIONAL SUPPORT, AS WEAKER RELATIONSHIPS BETWEEN LSCS AND PRINCIPALS CAN NEGATIVELY IMPACT SCHOOL CULTURE AND SHARED DECISION-MAKING. IN RESPONSE TO THIS DATA, WE PILOTED INITIATIVES TO STRENGTHEN PRINCIPAL-LSC RELATIONSHIPS, ADDRESS THE CHALLENGE OF LSC VACANCIES IN SCHOOLS, AND UPLIFT THE IMPORTANCE OF LOCAL AUTONOMY. OUR PILOT INITIATIVES INCLUDED AN LSC MENTORSHIP PROGRAM IN PARTNERSHIP WITH CHICAGO PUBLIC SCHOOLS (CPS), WHICH PAIRED 14 SCHOOL LEADERS WITH SIX EXPERIENCED PEERS TO HELP THEM NAVIGATE THE NUANCES OF WORKING WITH LSCS. THROUGH OUR COMMUNITY ENGAGEMENT ACCELERATOR PILOT, SEVEN SCHOOL LEADERS RECEIVED COACHING TO IMPROVE THEIR ENGAGEMENT PRACTICES, INCLUDING PLANNING COMMUNITY EVENTS AND FILLING VACANCIES WITHIN THEIR LSCS. ADDITIONALLY, WE LAUNCHED AN LSC MASTERCLASS SERIES AND LSC WORKING GROUP, WHICH ARE DESCRIBED IN THE PROGRAM #1 AND PROGRAM #2 SECTIONS BELOW. FINALLY, GIVEN THE RAPIDLY CHANGING EDUCATION GOVERNANCE AND POLICY ENVIRONMENT IN CHICAGO, WE LAUNCHED A PUBLIC ENGAGEMENT CAMPAIGN TO UPLIFT THE VOICES AND NEEDS OF SCHOOL LEADERS. THIS IS DETAILED IN THE PROGRAM #2 SECTION BELOW. FORM 990, PART VI, SECTION A, LINE 2 JOHN DUGENSKE AND SIDDHARTH MEHTA HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER REVIEWS THE COMPLETED FORM 990. THEN, IT IS EMAILED IN FINAL FORM TO THE GOVERNANCE, OPERATIONS, FINANCE, AND AUDIT COMMITTEE, AS WELL AS TO THE ENTIRE BOARD OF DIRECTORS, FOR THEIR REVIEW AND COMMENTS. FINALLY, IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE A QUESTIONNAIRE TO DISCLOSE ANNUALLY ANY BUSINESS TRANSACTIONS OR RELATIONSHIPS THEY OR A FAMILY MEMBER MAY HAVE HAD WITH THE FUND OR ANY OF ITS OFFICERS, DIRECTORS, OR KEY EMPLOYEES. POTENTIAL CONFLICTS NOTED IN THE RESPONSES ARE PASSED ALONG TO THE CHIEF EXECUTIVE OFFICER (CEO) FOR REVIEW AND, WHEN NECESSARY, REFERRED TO THE EXECUTIVE COMMITTEE FOR CONSIDERATION. IN ADDITION TO THE REQUIRED ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, THE FUND'S BOARD OF DIRECTORS' POLICY COVERING CONFLICTS OF INTEREST PROVIDES THAT DIRECTORS AND STAFF HAVE THE RESPONSIBILITY TO IMMEDIATELY DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND REFRAIN FROM INFLUENCING OTHER DIRECTORS OR STAFF ON THOSE MATTERS. IF A POTENTIAL OR ACTUAL CONFLICT ARISES, DIRECTORS ALSO HAVE THE RESPONSIBILITY TO RECUSE THEMSELVES AT AN APPROPRIATE TIME. DIRECTORS, STAFF, AND THEIR IMMEDIATE FAMILY MEMBERS CANNOT REALIZE ANY DIRECT OR INDIRECT PERSONAL FINANCIAL BENEFIT FROM A FUND INVESTMENT. FORM 990, PART VI, SECTION B, LINE 15 Q15A: THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION PACKAGE FOR THE PRESIDENT AND CEO. THE DETERMINATION OF THE APPROPRIATE LEVEL OF COMPENSATION INCLUDED A REVIEW OF COMPENSATION LEVELS FOR THE EQUIVALENT POSITIONS AT COMPARABLE ORGANIZATIONS. THE COMMITTEE USED DATA FROM FORM 990S AND SURVEY DATA PRODUCED BY NATIONAL AND REGIONAL INDUSTRY ASSOCIATIONS TO ASSIST IN THEIR PROCESS AND DISCUSSED FINAL RECOMMENDATIONS IN EXECUTIVE SESSION WITH THE ENTIRE BOARD OF DIRECTORS BEFORE FINALIZING. THE PROCESS IS DOCUMENTED. Q15B: FOR STAFF SALARIES, INCLUDING THOSE OF KEY EMPLOYEES, THE INDEPENDENT HUMAN RESOURCES BUSINESS PARTNER (HRBP), A CONSULTANT, REVIEWED COMPENSATION LEVELS AT COMPARABLE ORGANIZATIONS AND SHARED ANALYSIS WITH THE CEO AND MEMBERS OF THE EXECUTIVE COMMITTEE. ULTIMATELY, THE GOVERNANCE, OPERATIONS, FINANCE, AND AUDIT COMMITTEE REVIEWED THESE SALARY RECOMMENDATIONS IN CONJUNCTION WITH THE ANNUAL BUDGET PLANNING PROCESS. THE PROCESS FOR DETERMINING THE COMPENSATION IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS FOR RECENT FISCAL YEARS ARE AVAILABLE TO THE PUBLIC ON THE FUND'S WEBSITE. ALSO, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D).