CHICAGO PUBLIC EDUCATION FUND: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHICAGO PUBLIC EDUCATION FUND (EIN 36-4279013)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-22
- IRS object ID
- 202602659349300305
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-22T07:18:15-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1707 N RANDALL ROAD STE 200 | AddressLine1Txt |
| City | ELGIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364279013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO PUBLIC EDUCATION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 3125584500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST ADAMS 1175 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606065230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER Y ANICHINI | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3125584500 | PhoneNum |
| Signature | 2026-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 8478888600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEATHER Y ANICHINI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST ADAMS 1175 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606065230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,411,315 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEFUNDCHICAGO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE CHICAGO PUBLIC EDUCATION FUND (THE FUND) SUPPORTS STRONG PUBLIC SCHOOLS CITYWIDE BY INVESTING IN THE TALENTED EDUCATORS WHO LEAD THEM. IN 2025, OUR PROGRAMS AND PARTNERSHIPS SUPPORTED 175 SCHOOL LEADERS (PRINCIPALS), 199 ASPIRING PRINCIPALS (ASSISTANT PRINCIPALS, INSTRUCTIONAL LEADERS, AND TEACHER LEADERS), 34 PRINCIPAL SUPERVISORS (NETWORK CHIEFS AND DEPUTY CHIEFS), AND 22 LOCAL SCHOOL COUNCIL (LSC) MEMBERS IN CHICAGO'S PUBLIC SCHOOLS, SERVING OVER 149,000 STUDENTS ACROSS THE CITY. WE PRIORITIZED BROAD EDUCATOR ENGAGEMENT THROUGH COMMITMENTS TO OUR ANNUAL PRINCIPAL AND ASSISTANT PRINCIPAL (AP) ENGAGEMENT SURVEYS AND PRINCIPAL AND AP APPRECIATION CAMPAIGNS. IN ADDITION, AS ACTIVE PARTICIPANTS IN CHICAGO'S EDUCATION COMMUNITY, WE MAINTAINED SYSTEMS AND DATA THAT INFORMED OUR PROGRAMMATIC EFFORTS AND HELPED ACCELERATE IMPROVEMENTS FOR SCHOOL LEADERS AND THEIR SCHOLARS. WE LEVERAGED DATA TO CONDUCT POLICY ANALYSES THAT WERE SHARED WITH KEY POLICYMAKERS, INCLUDING THE LEADERSHIP | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,989,953 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,891,320 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $636,250 | PYInvestmentIncomeAmt |
| CY Investment Income | $787,264 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,626,203 | PYTotalRevenueAmt |
| CY Total Revenue | $5,678,584 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,144,689 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,352,650 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,270,086 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,007,663 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $420,347 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,625,001 | PYOtherExpensesAmt |
| CY Other Expenses | $2,928,054 | CYOtherExpensesAmt |
| PY Total Expenses | $7,039,776 | PYTotalExpensesAmt |
| CY Total Expenses | $8,288,367 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,413,573 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,609,783 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,662,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,428,254 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,829,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,573,048 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,833,374 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,855,206 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $3,958,856 | ExpenseAmt |
| Grant | $1,208,272 | GrantAmt |
| Desc | PROGRAMMATIC SUPPORTSPROGRAMS: DESIGN, LEADERSHIP BRIDGE, MALOTT, MASTERCLASS, NETWORK, PROFESSIONAL LEARNING COMMUNITIES, & PIPELINETHE FUND INVESTS IN DIRECT SUPPORT FOR SCHOOL LEADERS THROUGH PROGRAMS DESIGNED TO MEET THEM WHERE THEY ARE. OUR PROGRAMS ARE OPEN TO ALL SCHOOL LEADERS (PRINCIPALS), ASPIRING PRINCIPALS (ASSISTANT PRINCIPALS, INSTRUCTIONAL LEADERS, AND TEACHER LEADERS), AND PRINCIPAL SUPERVISORS ACROSS CHICAGO'S PUBLIC SCHOOLS. WE USE REAL-TIME DATA ON SCHOOL LEADERS' NEEDS AND STUDENT LEARNING TO PILOT, REFINE, AND SUSTAIN WHAT WORKS.ONE OF OUR MOST POPULAR PROGRAMS, THE FUND'S PROFESSIONAL LEARNING COMMUNITIES (PLCS) OFFERED A STRUCTURED SPACE FOR PRINCIPALS TO LEARN FROM DATA, COLLEAGUES, AND PEER ACCOUNTABILITY. LED BY EDUCATIONAL LEADERS, THESE PEER-STUDY GROUPS SPANNED 12 TOPICS IN SEMESTER-LENGTH SESSIONS, ENABLING SCHOOL LEADERS TO BENEFIT FROM MULTIPLE TOPICS THROUGHOUT THE YEAR AND EARN ILLINOIS ADMINISTRATOR ACADEMY CREDITS TOWARD ANNUAL CERTIFICATION REQUIREMENTS. IN 2025, 93 UNIQUE SCHOOL LEADERS AND 12 PLC LEADERS PARTICIPATED IN A PLC.OUR MASTERCLASS LEARNING SERIES OFFERED RESPONSIVE PROFESSIONAL DEVELOPMENT TAILORED TO SCHOOL LEADERS' CHANGING NEEDS. MASTERCLASSES REQUIRED SHORTER COMMITMENTS THAN OTHER FUND PROGRAMS, WHICH ALLOWED US TO ADAPT TO PARTICIPANT NEEDS THROUGHOUT THE YEAR. IN 2025, 166 PRINCIPALS AND ASPIRING PRINCIPALS ENROLLED IN A MASTERCLASS ON TOPICS SUCH AS REDUCING CHRONIC ABSENTEEISM, IMPROVING GRADING PRACTICES, AND EFFECTIVE TIME MANAGEMENT. COMPLEMENTING THIS WORK, OUR INTERCONNECTED DESIGN SUITE PROGRAMS ENABLED EDUCATOR TEAMS TO DEVELOP INNOVATIVE STUDENT-CENTERED SOLUTIONS USING DESIGN THINKING. PROGRAMS INCLUDED THE SUMMER DESIGN PROGRAM, DESIGN COACHING TO IMPLEMENT, AND THE DESIGN CHALLENGE. IN 2025, 54 PRINCIPAL- AND ASPIRING PRINCIPAL-LED EDUCATOR TEAMS PARTICIPATED.THE FUND ALSO OFFERED PROGRAMS TO SUPPORT SPECIFIC GROUPS OF SCHOOL LEADERS AND ASPIRING SCHOOL LEADERS. THE MALOTT EDUCATOR FELLOWSHIP PROVIDED MONTHLY FULL-DAY LEARNING LABS AND INDIVIDUALIZED COACHING DESIGNED TO HELP SCHOOL LEADERS ADDRESS CHALLENGES SUCH AS HIGH STUDENT MOBILITY AND CHRONIC ABSENTEEISM. IN 2025, WE PARTNERED WITH THE UNIVERSITY OF ILLINOIS CHICAGO'S CENTER FOR URBAN EDUCATION LEADERSHIP AND WISE LEADERSHIP CONSULTING TO SUPPORT 25 FELLOWS IN THEIR SECOND YEAR OF THE FELLOWSHIP. NOTABLY, FELLOWS INCREASED THEIR 5ESSENTIALS EFFECTIVE LEADERS SCORES BY 5.5 POINTS.OPERATED IN PARTNERSHIP WITH NEW LEADERS AND THE UNIVERSITY OF ILLINOIS CHICAGO, LEADERSHIP BRIDGE TARGETED THE CRITICAL NEED FOR HIGH-QUALITY, DIVERSE SCHOOL LEADERS IN CPS. THROUGH PROFESSIONAL DEVELOPMENT, EXPERT COACHING, AND COLLABORATION WITH CURRENT PRINCIPALS, LEADERSHIP BRIDGE HELPED 26 ASPIRING PRINCIPALS PREPARE TO SECURE CPS PRINCIPAL ROLES WITHIN THREE YEARS. AS AN EXTENSION OF THIS WORK TO STRENGTHEN AND DIVERSIFY THE PRINCIPAL PIPELINE, THE FUND CONVENED A PIPELINE PARTNERS COUNCIL (PPC) COMPRISED OF PRE-SERVICE PROGRAMS AND UNIVERSITIES FROM ACROSS CHICAGO. THE PPC CREATED A UNIQUE CITYWIDE FORUM FOR PARTNERS TO EXCHANGE FEEDBACK AND ALIGN EFFORTS.FINALLY, OUR NETWORK STRATEGY SUPPORTS PROGRAM DEEPENED OUR DECADE-LONG PARTNERSHIP WITH THE CPS OFFICE OF NETWORK SUPPORT (ONS). WE SUSTAINED QUARTERLY DATA WORK WITH 34 NETWORK CHIEFS AND DEPUTIES. IN COLLABORATION WITH THE UNIVERSITY OF WASHINGTON CENTER FOR EDUCATIONAL LEADERSHIP (UWCEL), AN ONS PARTNER CO-FACILITATED A PROFESSIONAL LEARNING COMMUNITY FOR 12 DEPUTY CHIEFS. WE ALSO OFFERED EIGHT PROFESSIONAL DEVELOPMENT GRANTS TO NETWORKS TO SUPPORT INITIATIVES THAT ENHANCED PRINCIPAL PRACTICE, SATISFACTION, DIVERSITY, AND RETENTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,124,738 | ExpenseAmt |
| Grant | $131,878 | GrantAmt |
| Desc | SYSTEMS, DATA & POLICYPROGRAMS: CBOE, EAC, LSC, POLICY ENGAGEMENT, FIELD CATALYSTSTRONG SCHOOLS REQUIRE EFFECTIVE LOCAL LEADERSHIP AND A SHARED COMMITMENT TO STUDENT LEARNING. THE FUND'S SYSTEMS, DATA, AND POLICY WORK AIMS TO STRENGTHEN THESE CONDITIONS IN AND ACROSS SCHOOLS. WE SUPPORT PRINCIPALS, PRINCIPAL SUPERVISORS, LOCAL SCHOOL COUNCILS (LSCS), AND THE CHICAGO BOARD OF EDUCATION (CBOE) IN SERVING LOCAL COMMUNITIES AND CHICAGO'S YOUNG PEOPLE.IN 2025, THE FUND OFFERED ROBUST PROGRAMMING TO SUPPORT LOCAL SCHOOL COUNCILS (LSCS). OUR COMMUNITY ENGAGEMENT ACCELERATOR HELPED 7 SCHOOLS STRENGTHEN THEIR ENGAGEMENT WITH FAMILIES, STUDENTS, LSC MEMBERS, AND COMMUNITY PARTNERS, WITH A SPECIFIC FOCUS ON THE INVOLVED FAMILIES COMPONENT OF THE 5ESSENTIALS SURVEY. IN PARTNERSHIP WITH THE CPS DEPARTMENT OF PRINCIPAL QUALITY, THE LSC MENTORSHIP PROGRAM PAIRED 14 PRINCIPALS WITH 6 EXPERIENCED COLLEAGUES TO PROVIDE GUIDANCE THROUGH LSC MEETING VISITS, DEBRIEFING SESSIONS, AND ACTION PLANNING. THE LSC MASTERCLASS SERIES COMPLEMENTED THIS WORK WITH SESSIONS ON EFFECTIVE COMMUNICATION, TRANSPARENT DECISION-MAKING, AND MEANINGFUL COMMUNITY ENGAGEMENT. FINALLY, LSC WORKING GROUPS CONVENED 22 LSC MEMBERS TO DEVELOP PRACTICAL TOOLS TO STRENGTHEN LSC EFFECTIVENESS, INCLUDING AN LSC SELF-ASSESSMENT TOOL TO HELP COUNCILS EVALUATE THEIR PRACTICES AND IDENTIFY OPPORTUNITIES FOR GROWTH.THE FUND'S EDUCATOR ADVISORY COMMITTEE (EAC) ENSURED SCHOOL LEADERS' EXPERTISE INFORMED AND IMPROVED OUR WORK. COMPOSED OF 26 PRINCIPALS AND 13 ASSISTANT PRINCIPALS, OUR EAC PROVIDED ONGOING FEEDBACK ON OUR PROGRAMS, IDENTIFIED CONDITIONS REQUIRED FOR STRONG LEADERSHIP, SHAPED OUR POLICY AGENDA, AND BUILT RELATIONSHIPS ACROSS THE CITY.IN 2025, THE FUND EXPANDED OUR PUBLIC POLICY ENGAGEMENT AS CPS TRANSITIONED TO A HYBRID CBOE COMPRISED OF 10 ELECTED AND 11 APPOINTED MEMBERS. WE TESTIFIED AT CBOE MEETINGS AND HELD MONTHLY BRIEFINGS WITH CBOE MEMBERS. WE SHARED DATA AND RESEARCH WITH CBOE MEMBERS -- INCLUDING OUR ANNUAL PRINCIPAL AND AP ENGAGEMENT SURVEY RESULTS, PUBLIC OPINION POLLING ON CPS POLICY ISSUES, AND CPS BUDGET ANALYSIS. WE ALSO FACILITATED CONNECTIONS BETWEEN BOARD MEMBERS AND SCHOOL LEADERS, AND PUBLISHED OP-EDS ON PRINCIPAL AUTONOMY AND THE GOVERNANCE ISSUES AFFECTING CHICAGO'S SCHOOLS.FINALLY, THE FUND PARTNERED WITH THE ALLIANCE FOR LOCAL LEADERSHIP CHICAGO (ALL CHICAGO) TO PROVIDE BUDGET TRAININGS FOR ALL CHICAGO FELLOWS AND ONBOARDING FOR EIGHT NEWLY ELECTED BOARD MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $939,041 | ExpenseAmt |
| Grant | $12,500 | GrantAmt |
| Desc | EDUCATOR ENGAGEMENTPROGRAMS: PRINCIPAL APPRECIATIONTHE FUND RECOGNIZES SCHOOL LEADERS' CRITICAL ROLE IN STUDENT SUCCESS. THE FUND CELEBRATES SCHOOL LEADERS AND CONNECTS THEM TO EACH OTHER AND TO THE BROADER COMMUNITY. OUR ANNUAL PRINCIPAL APPRECIATION AND ASSISTANT PRINCIPAL APPRECIATION CAMPAIGNS ENGAGE THE PUBLIC AND LOCAL SCHOOL COMMUNITIES IN CELEBRATING LEADERS. IN OCTOBER, OUR PRINCIPAL APPRECIATION CAMPAIGN FEATURED CELEBRATORY EVENTS FOR SCHOOL LEADERS, SUCH AS FREE TICKETS TO A CHICAGO BULLS GAME, AND A STORYTELLING EVENT THAT HIGHLIGHTED TRANSFORMATIONAL SCHOOL LEADERS' STORIES AND CONNECTED THEM WITH THEIR PEERS. TO RAISE AWARENESS CITYWIDE, WE RAN A SOCIAL MEDIA CAMPAIGN. WE PARTNERED WITH THE CHICAGO TRANSIT AUTHORITY AND LOCAL ORGANIZATIONS TO FEATURE STRONG SCHOOL LEADERS ON BUSES AND TRAINS THROUGHOUT CHICAGO.OUR AP APPRECIATION CAMPAIGN OCCURRED IN APRIL. WE HOSTED EVENTS THAT OFFERED OPPORTUNITIES FOR ASSISTANT PRINCIPALS TO GATHER AND BE RECOGNIZED FOR THEIR CONTRIBUTIONS TO THEIR SCHOOLS. ATTENDEES ALSO BUILT COMMUNITY WITH THEIR PEERS, CBOE MEMBERS, AND COMMUNITY PARTNERS.THROUGH ALL OUR EDUCATOR ENGAGEMENT WORK, OUR GOAL IS TO ENSURE CHICAGO'S SCHOOL LEADERS FEEL SEEN, VALUED, AND SUPPORTED BY THE FUND AND THE CITY AROUND THEM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,022,635 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER Y ANICHINI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125584500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST ADAMS 1175 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606065230 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| HEATHER Y ANICHINI | |||||||||
| PRESIDENT & CEO | 55.00 | 0.00 | Yes (X) | Yes (X) | $396,861 | $0 | $52,574 | ||
| BRENT GLEDHILL | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HELEN ZELL | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JILL GARLING | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA MALOTT KIZZIAH | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELLEN ALBERDING | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GILLIAN DARLOW | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DUGENSKE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM FRANK | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERI HAWKINS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA HERZOG | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STUART LUCAS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SIDDHARTH BOBBY MEHTA | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY MILLER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AUYANA ORR | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN PATNAUDE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK RODRIGUEZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSE RUIZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA SAENZ | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PENNY BENDER SEBRING | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC SMITH | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID VITALE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANDRE WEAVER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NELSON GEREW | |||||||||
| CHIEF, INTERNAL & PUBLIC AFFAIRS | 40.00 | 0.00 | $234,200 | $0 | $9,191 | Yes (X) | |||
| GEOFFREY NAGLE | |||||||||
| COO (THRU 10/31/25) | 40.00 | 0.00 | $207,565 | $0 | $25,966 | Yes (X) | |||
| MARIEL LAUREANO | |||||||||
| CHIEF, INNOV. & CONT. IMPROVEMENT | 40.00 | 0.00 | $204,335 | $0 | $33,553 | Yes (X) | |||
| ANNE BRINGEWATT | |||||||||
| DIRECTOR, INNOVATION & DATA | 40.00 | 0.00 | $151,925 | $0 | $9,413 | Yes (X) | |||
| JULIE BURNETT | |||||||||
| DIR. PARTNERS & INNOV (THRU 09/15/25) | 40.00 | 0.00 | $147,372 | $0 | $14,287 | Yes (X) | |||
| BARRY TYLER | |||||||||
| DIRECTOR, POLICY & COMMUNICATIONS | 40.00 | 0.00 | $141,767 | $0 | $5,170 | Yes (X) | |||
| ESTHER LEE | |||||||||
| DIRECTOR, FINANCE & OPERATIONS | 40.00 | 0.00 | $132,208 | $0 | $38,699 | Yes (X) | |||
| PATRICIA MOTA | |||||||||
| SENIOR MANAGER, INNOVATION & PROGRAM | 40.00 | 0.00 | $101,274 | $0 | $26,172 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,717,507 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $215,025 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WISE LEADERSHIP CONSULTING | |||||
| 4740 SOUTH EVANS AVENUE | CHICAGO | IL | 60615 | MALOTT PROGRAM SUPPORT AND COACHING | $480,000 |
| PCMCONSULTING LLC | |||||
| 1257 NORTH CAMPBELL AVENUE | CHICAGO | IL | 60622 | FIELD CATALYST & LSC SUPPORT | $307,871 |
| ITE INCENDITE LLC | |||||
| 1714 N SAWYER AVE | CHICAGO | IL | 60647 | POLICY & ADVOCACY SUPPORT | $198,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,891,320 | AllOtherContributionsAmt |
| Noncash Contributions | $61,816 | NoncashContributionsAmt |
| Total Contributions | $4,891,320 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $738,394 | TotalRevenueColumnAmt |
| Exclusion | $738,394 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,781,601 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,732,731 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,870 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,870 | TotalRevenueColumnAmt |
| Exclusion | $48,870 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,678,584 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $787,264 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,518 | TotalAmt |
| Program Services | $1,076,518 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,132 | TotalAmt |
| Program Services | $276,132 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,164,245 | TotalAmt |
| Program Services | $976,287 | ProgramServicesAmt |
| Management And General | $122,001 | ManagementAndGeneralAmt |
| Fundraising | $65,957 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,299,350 | TotalAmt |
| Program Services | $1,928,140 | ProgramServicesAmt |
| Management And General | $240,950 | ManagementAndGeneralAmt |
| Fundraising | $130,260 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,096 | TotalAmt |
| Program Services | $61,295 | ProgramServicesAmt |
| Management And General | $7,661 | ManagementAndGeneralAmt |
| Fundraising | $4,140 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,497 | TotalAmt |
| Program Services | $211,734 | ProgramServicesAmt |
| Management And General | $26,458 | ManagementAndGeneralAmt |
| Fundraising | $14,305 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,475 | TotalAmt |
| Program Services | $183,204 | ProgramServicesAmt |
| Management And General | $22,894 | ManagementAndGeneralAmt |
| Fundraising | $12,377 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,220 | TotalAmt |
| Management And General | $86,220 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,170 | TotalAmt |
| Management And General | $44,170 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,195 | TotalAmt |
| Program Services | $437,531 | ProgramServicesAmt |
| Management And General | $55,880 | ManagementAndGeneralAmt |
| Fundraising | $20,784 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,794 | TotalAmt |
| Program Services | $14,100 | ProgramServicesAmt |
| Management And General | $56,167 | ManagementAndGeneralAmt |
| Fundraising | $527 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,914 | TotalAmt |
| Program Services | $142,355 | ProgramServicesAmt |
| Management And General | $83,448 | ManagementAndGeneralAmt |
| Fundraising | $29,111 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,021 | TotalAmt |
| Program Services | $194,303 | ProgramServicesAmt |
| Management And General | $7,368 | ManagementAndGeneralAmt |
| Fundraising | $4,350 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,741 | TotalAmt |
| Program Services | $99,358 | ProgramServicesAmt |
| Management And General | $10,301 | ManagementAndGeneralAmt |
| Fundraising | $6,082 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,801 | TotalAmt |
| Program Services | $45,130 | ProgramServicesAmt |
| Management And General | $9,581 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,850 | TotalAmt |
| Program Services | $171,496 | ProgramServicesAmt |
| Management And General | $60,782 | ManagementAndGeneralAmt |
| Fundraising | $572 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,257 | TotalAmt |
| Program Services | $110,961 | ProgramServicesAmt |
| Management And General | $11,504 | ManagementAndGeneralAmt |
| Fundraising | $6,792 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROGRAM & POLICY INVEST | $704,974 | $704,974 | |
| RESEARCH EXPENSE | $359,714 | $359,714 | |
| UNCOLLECTABLE PLEDGES | $125,000 | $125,000 | |
| PROGRAM SUPPLIES AND TO | $29,403 | $29,403 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,288,367 | TotalAmt |
| Program Services | $7,022,635 | ProgramServicesAmt |
| Management And General | $845,385 | ManagementAndGeneralAmt |
| Fundraising | $420,347 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $777,722 | BOYAmt |
| EOY | $544,388 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,954,035 | BOYAmt |
| EOY | $5,945,825 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,138,653 | BOYAmt |
| EOY | $9,907,390 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,724 | BOYAmt |
| EOY | $201,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,135,726 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $781,224 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,943 | BOYAmt |
| EOY | $354,502 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,730,200 | BOYAmt |
| EOY | $20,148,786 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,248 | BOYAmt |
| EOY | $325,989 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,662,525 | BOYAmt |
| EOY | $37,428,254 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,935 | BOYAmt |
| EOY | $711,110 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,000 | BOYAmt |
| EOY | $244,629 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,216 | BOYAmt |
| EOY | $617,309 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,829,151 | BOYAmt |
| EOY | $1,573,048 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,696,221 | BOYAmt |
| EOY | $25,937,816 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,137,153 | BOYAmt |
| EOY | $9,917,390 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,833,374 | BOYAmt |
| EOY | $35,855,206 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,662,525 | BOYAmt |
| EOY | $37,428,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,609,783 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $631,615 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,360,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,987,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,524,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,989,953 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,891,320 | CurrentTaxYearAmt |
| Total | $44,754,102 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,360,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,987,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,524,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,989,953 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,891,320 | CurrentTaxYearAmt |
| Total | $44,754,102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,035,426 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,718,676 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $255,668 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $344,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $536,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $720,711 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $738,394 | CurrentTaxYearAmt |
| Total | $2,596,192 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,874 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,353,168 | TotalSupportAmt |
| Public Support CY170 | 0.45870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2023 AMOUNT: $ 2,874. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,220 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,220 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,157,977 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,244,197 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $562,210 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $140,553 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $440,032 | CurrentYearMinus3Amt |
| Current Year Minus2 | $470,842 | CurrentYearMinus2Amt |
| Current Year Minus1 | $499,943 | CurrentYearMinus1Amt |
| Current Year | $562,210 | CurrentYearAmt |
| Total | $1,973,027 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,959,541 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $69,926 | CurrentYearMinus3Amt |
| Current Year Minus2 | $105,902 | CurrentYearMinus2Amt |
| Current Year Minus1 | $107,857 | CurrentYearMinus1Amt |
| Current Year | $86,220 | CurrentYearAmt |
| Total | $369,905 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $110,008 | CurrentYearMinus3Amt |
| Current Year Minus2 | $117,711 | CurrentYearMinus2Amt |
| Current Year Minus1 | $124,986 | CurrentYearMinus1Amt |
| Current Year | $140,553 | CurrentYearAmt |
| Total | $493,258 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $739,887 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $430 | CurrentYearMinus3Amt |
| Total | $430 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,390,948 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $449,706 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,840,654 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,093,384 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $297,564 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,390,948 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,763,272 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $330,112 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,093,384 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,003,623 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$240,351 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,763,272 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,623 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,003,623 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $822,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $497,128 | DepreciationAmt |
| Book Value | $325,705 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $312,893 | OtherCostOrOtherBasisAmt |
| Depreciation | $284,096 | DepreciationAmt |
| Book Value | $28,797 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $354,502 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $617,309 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $617,309 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,374,895 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $631,615 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $108,866 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $740,481 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,634,414 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $44,170 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $44,170 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,678,584 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,353,063 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $108,866 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $108,866 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,244,197 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $44,170 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $44,170 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,288,367 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, AND ADDITIONAL FUNDS FOLLOWING SUBSEQUENT WORK IN 2025. $25,000 REMAINS FROM THIS FISCAL AGENCY AT DECEMBER 31, 2025, 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. IN 2024 AND 2025, $525,000 WAS RECEIVED. THE FUND DISBURSED $305,371 IN SUPPORT OF THE PROJECT THROUGH DECEMBER 31, 2025. $219,629 REMAINS FROM THIS FISCAL AGENCY AT DECEMBER 31, 2025, TO SUPPORT ADDITIONAL WORK ALONG THESE LINES. |
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHICAGO PUBLIC SCHOOLS | |||||||||
| 42 W MADISON STREET | CHICAGO | IL | 60602 | 366005821 | GOVT | $256,000 | $0 | GRANTS TO SUPPORT WINNING DESIGN CHALLENGE SCHOOLS AND NETWORK-LEVEL PROFESSIONAL DEVELOPMENT FOR CHICAGO PUBLIC SCHOOLS EDUCATORS | |
| EDUCATION RESOURCE STRATEGIES | |||||||||
| 480 PLEASANT STREET SUITE C-200 | WATERTOWN | MA | 02472 | 201978102 | 501(C)(3) | $15,000 | $0 | GRANT IN SUPPORT OF A PROFESSIONAL LEARNING COMMUNITIES PROGRAM PARTNERSHIP | |
| FOREFRONT | |||||||||
| 200 W MADISON ST 2ND FLOOR | CHICAGO | IL | 60606 | 237376023 | 501(C)(3) | $50,000 | $0 | GRANT TO SUPPORT THE INCUBATION OF A NEW FIELD CATALYST FOR PUBLIC EDUCATION IN CHICAGO | |
| HOPEWELL FUND | |||||||||
| 1828 L STREET NW SUITE 400-D | WASHINGTON | DC | 20036 | 473681860 | 501(C)(3) | $25,000 | $0 | GRANT TO SUPPORT COMMUNITY ENGAGEMENT EFFORTS RELATED TO THE CHICAGO PUBLIC SCHOOLS FISCAL YEAR 2026 BUDGET PROCESS | |
| ILLINOIS PRINCIPALS ASSOCIATION | |||||||||
| 2940 BAKER DRIVE | SPRINGFIELD | IL | 62703 | 362739730 | 501(C)(6) | $9,570 | $0 | GRANT TO SPONSOR ACCREDITED PROFESSIONAL DEVELOPMENT CREDIT HOURS FOR CHICAGO PUBLIC SCHOOLS PRINCIPALS | |
| LATINO LEADERSHIP PIPELINE | |||||||||
| 4926 WEST BYRON STREET | CHICAGO | IL | 60641 | 872779896 | 501(C)(3) | $20,000 | $0 | GRANT IN SUPPORT OF AN AFFINITY GROUP PROGRAMMING PARTNERSHIP FOR CHICAGO PUBLIC SCHOOLS EDUCATORS AND LEADERS | |
| LEADERSHIP AND DESIGN | |||||||||
| 206 BROOKE ACRES DRIVE | LOS GATOS | CA | 95032 | 271178342 | 501(C)(3) | $90,000 | $0 | GRANT IN SUPPORT OF A DESIGN CHALLENGE PROGRAM PARTNERSHIP | |
| LEAP INNOVATIONS | |||||||||
| 910 WEST VAN BUREN STREET SUITE 315 | CHICAGO | IL | 60607 | 464784152 | 501(C)(3) | $16,500 | $0 | GRANT IN SUPPORT OF A PROFESSIONAL LEARNING COMMUNITIES PROGRAM PARTNERSHIP | |
| NATIONAL SAM INNOVATION PROJECT | |||||||||
| 9100 SHELBYVILLE ROAD SUITE 280 | LOUISVILLE | KY | 40222 | 454454376 | 501(C)(3) | $18,750 | $0 | GRANT TO SPONSOR PROFESSIONAL DEVELOPMENT PROGRAMMING FOR CHICAGO PUBLIC SCHOOLS PRINCIPALS | |
| NEW LEADERS INC | |||||||||
| 121 WEST 36TH STREET 308 | NEW YORK | NY | 10018 | 043519203 | 501(C)(3) | $219,898 | $0 | GRANT IN SUPPORT OF THE LEADERSHIP BRIDGE PROGRAM PARTNERSHIP | |
| NORTHEASTERN UNIVERSITY | |||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | 041679980 | 501(C)(3) | $44,300 | $0 | GRANT IN SUPPORT OF A PROFESSIONAL LEARNING COMMUNITIES PROGRAM PARTNERSHIP | |
| SURGE INSTITUTE INC | |||||||||
| 935 W CHESTNUT STREET SUITE 515 | CHICAGO | IL | 60642 | 471995566 | 501(C)(3) | $20,000 | $0 | GRANT TO SPONSOR PROFESSIONAL DEVELOPMENT PROGRAMMING FOR CHICAGO PUBLIC SCHOOLS PRINCIPALS | |
| UNIVERSITY OF CHICAGO CONSORTIUM ON SCHOOL RESEARCH | |||||||||
| 5801 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | $10,000 | $0 | GRANT TO SUPPORT RESEARCH RELATED TO CHICAGO PUBLIC SCHOOLS LEADERSHIP AND EDUCATIONAL OUTCOMES | |
| UNIVERSITY OF ILLINOIS-CHICAGO | |||||||||
| 1040 WEST HARRISON STREET | CHICAGO | IL | 60607 | 376000511 | GOVT | $155,500 | $0 | GRANT IN SUPPORT OF THE MALOTT FELLOWSHIP AND LEADERSHIP BRIDGE PROGRAM PARTNERSHIPS | |
| UNIVERSITY OF WASHINGTON | |||||||||
| CAMPUS BOX 358731 | SEATTLE | WA | 98195 | 916001537 | GOVT | $60,000 | $0 | GRANT TO SUPPORT CHICAGO PUBLIC SCHOOLS NETWORK STRATEGY PROGRAM IMPLEMENTATION | |
| CAMBIAR EDUCATION | |||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | SAN DIEGO | CA | 92130 | 813508420 | 501(C)(3) | $30,000 | $0 | GRANT TO SUPPORT CHICAGO PUBLIC SCHOOLS NETWORK STRATEGY PROGRAM IMPLEMENTATION | 308-97 |
| THE HUMAN SCHOOLS PROJECT INCORPORATED | |||||||||
| 434 COLLEGE STREET | NEW HAVEN | CT | 06511 | 990478077 | 501(C)(3) | $12,500 | $0 | GRANT TO SUPPORT CHICAGO PUBLIC SCHOOLS NETWORK STRATEGY PROGRAM IMPLEMENTATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS TO PRINCIPALS | GrantTypeTxt |
| Recipient | 120 | RecipientCnt |
| Cash Grant | $276,132 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEATHER Y ANICHINI | ||||||||||||||
| PRESIDENT & CEO | $381,861 | $0 | $15,000 | $0 | $0 | $0 | $15,790 | $0 | $36,784 | $0 | $449,435 | $0 | $0 | $0 |
| NELSON GEREW | ||||||||||||||
| CHIEF, INTERNAL & PUBLIC AFFAIRS | $214,200 | $0 | $20,000 | $0 | $0 | $0 | $8,568 | $0 | $623 | $0 | $243,391 | $0 | $0 | $0 |
| MARIEL LAUREANO | ||||||||||||||
| CHIEF, INNOV. & CONT. IMPROVEMENT | $189,335 | $0 | $15,000 | $0 | $0 | $0 | $7,867 | $0 | $25,686 | $0 | $237,888 | $0 | $0 | $0 |
| GEOFFREY NAGLE | ||||||||||||||
| COO (THRU 10/31/25) | $170,465 | $0 | $0 | $0 | $37,100 | $0 | $3,105 | $0 | $22,861 | $0 | $233,531 | $0 | $0 | $0 |
| ESTHER LEE | ||||||||||||||
| DIRECTOR, FINANCE & OPERATIONS | $132,208 | $0 | $0 | $0 | $0 | $0 | $5,680 | $0 | $33,019 | $0 | $170,907 | $0 | $0 | $0 |
| JULIE BURNETT | ||||||||||||||
| DIR. PARTNERS & INNOV (THRU 09/15/25 | $134,918 | $0 | $5,000 | $0 | $7,454 | $0 | $5,491 | $0 | $8,796 | $0 | $161,659 | $0 | $0 | $0 |
| ANNE BRINGEWATT | ||||||||||||||
| DIRECTOR, INNOVATION & DATA | $146,925 | $0 | $5,000 | $0 | $0 | $0 | $5,920 | $0 | $3,493 | $0 | $161,338 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | GEOFFREY NAGLE RECEIVED $37,100.38 IN SEVERANCE PAYMENTS IN 2025. |
| PART I, LINE 7 | THE FUND OFFERED BONUSES OR STIPENDS TO FOUR (4) EMPLOYEES IN 2025. 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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISE LEADERSHIP CONSULTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CONSULTANT | RelationshipDescriptionTxt |
| Transaction | $480,000 | TransactionAmt |
| Transaction | PROGRAM SUPPORT FEES FOR THE MALOTT FELLOWSHIP | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV | FormAndLineReferenceDesc |
| Explanation | THE FOUNDING PARTNER OF WISE LEADERSHIP CONSULTING, WHICH PROVIDED SUPPORT FOR THE MALOTT FELLOWSHIP PROGRAM IN 2025 IS RELATED TO THE DIRECTOR OF PARTNERSHIPS, A FORMER KEY EMPLOYEE OF THE FUND. THE FUND PAID $480,000 TO WISE LEADERSHIP CONSULTING FOR PROVIDING PROGRAM SUPPORT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $58,735 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT EXPENSES | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,187 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART I, LINE 32B: | THE ORGANIZATION RECEIVED STOCK DONATED IN SATISFACTION OF A PLEDGE MADE IN A PREVIOUS YEAR. OUR BANK, FIFTH THIRD, LIQUIDATES THE STOCK AND DEPOSITS THE CASH INTO OUR ACCOUNT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | DURING 2025, THE ORGANIZATION DISCONTINUED ITS AFFINITY GROUPS PROGRAM AND TRANSITIONED SUPPORT FOR ASPIRING BLACK AND LATINO/A/X PRINCIPALS TO ITS LEADERSHIP BRIDGE PROGRAM. |
| 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). |
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