Chiefs for Change FY2022 filing

Tax-deductible

Washington, DC501(c)(3)Since 2014EducationEIN 47-2373903

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.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$1.4M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $743K a year · 5% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.4M
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $1.7M
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$10.8M
53% of total assets
Fine: liabilities are 53% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$24.3M
+10% vs prior year
Spent
$25.2M
To programs
95%
Net assets
$9.7M
By yearFY2020–FY2024
Revenue
$24.3M
FY2022▲ +10%
Revenue by fiscal year
FY2020$11.3M
FY2021$22.1M
FY2022$24.3M
FY2023$13.6M
FY2024$7.4M
Expenses
$25.2M
FY2022▲ +20%
Expenses by fiscal year
FY2020$10.3M
FY2021$21.0M
FY2022$25.2M
FY2023$16.3M
FY2024$9.5M
Net assets
$9.7M
FY2022▼ -8%
Net assets by fiscal year
FY2020$9.5M
FY2021$10.6M
FY2022$9.7M
FY2023$6.7M
FY2024$4.8M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $23.8M Management & general 5% · $1.2M Fundraising 1% · $183K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

12 people listed on the 990; $1.4M paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief External Affairs Officer
$235,160Pt VII · Sec A
Interim CEO
$208,930Pt VII · Sec A
SR. Director, Finance & Operations
$191,295Pt VII · Sec A
Senior Director, Development
$177,120Pt VII · Sec A
SR. Dir., Membership & Future Chiefs
$154,417Pt VII · Sec A
Senior Director, Communications
$149,360Pt VII · Sec A
Director, Federal Policy
$141,965Pt VII · Sec A
CEO Thru 04/29/22
$103,399Pt VII · Sec A

Robert Runcie’s $328K as CEO is at the 97th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Robert Runcie$328,000$109,333$208,930——
Michael Magee——$103,399$320,886$256,523
Leila Walsh—$196,147$235,160$224,842$206,902
Julia Rafal-Baer———$140,171$234,218
Dale Schmidt$174,078$204,660———
Kimberly Tang$195,721$193,138$154,417$133,938$116,612
Jamar Knox—$161,906$191,295$133,835—
Shayla Faye Cannady$188,978————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Chiefs for Change executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects and supports state and local education leaders to improve student success.

Provided by the organization

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1 program service account for $23.8M of program spending, described in the organization's own filed words · FY2022.
01

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.

$23.8Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 4 funders$1.7M
See all 4 funders →
Grants paid · 23 grants · $2.1M · 2020–2022
Tulsa Public Schools District-1FY2022$166,665
Phoenix Union High School DistrictFY2022$166,665
Poudre School District R-1FY2022$166,665
Henry County SchoolsFY2022$30,000
Smithson Craighead Academy Charter SchoolTN · FY2022$10,000
Stem Preparatory AcademyTN · FY2022$10,000
Republic Schools NashvilleTN · FY2022$10,000
Clarksville-Montgomery County School SystemFY2021$100,000
Aldine Independent School DistrictFY2021$100,000
Ector CountyFY2020$150,000
Guilford Education AllianceOK · FY2020$125,000
City Year INCMA · FY2020$100,000
See all 23 grants →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$24.3M
Ln 12
Gifts and grantsLn 1h$23.7M
Fees for servicesLn 2g$542K
Investment incomeLn 3$49K
Money outPt IX
$25.2M
Ln 25
Programscol B$23.8M
Managementcol C$1.2M
Fundraisingcol D$183K
Owns and owesPt X
$9.7M
net assets · Ln 32
Cash and savingsLn 1–2$18.2M
Total assetsLn 16$20.6M
LiabilitiesLn 26$10.8M
PeoplePt VI, VII
12
listed · VII A
PaidVII A9
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$23.7M
Fees for servicesLn 2g$542K
Investment incomeLn 3$49K
Total revenueLn 12$24.3M
Assets in detailPt X, end of year
CashLn 1$12.2M
SavingsLn 2$6.1M
Cash and savings togetherLn 1–2$18.2M
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$20.6M
LiabilitiesLn 26$10.8M
Net assetsLn 32$9.7M
OperationsPt I, VI
EmployeesI 521
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$29.0M$18.2M
Land, buildings, equipmentLn 10c$928$0
Total assetsLn 16$30.0M$20.6M
LiabilitiesLn 26$19.4M$10.8M
Net assetsLn 32$10.6M$9.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.0M$1.0M
Pay of current officers, directors and key staffLn 5$609K$568K$7K$34K
Other salaries and wagesLn 7$1.9M$1.8M$21K$117K
Pension plan contributionsLn 8$58K$53K$589$4K
Other employee benefitsLn 9$279K$260K$2K$17K
Payroll taxesLn 10$164K$151K$2K$11K
Legal feesLn 11b$708K$708K
Accounting feesLn 11c$57K$57K
Lobbying feesLn 11d$28K$28K
Other fees for servicesLn 11g$19.5M$19.4M$95K
Office expensesLn 13$203K$24K$180K
Conferences, conventions and meetingsLn 19$566K$462K$105K
Depreciation, depletion and amortizationLn 22$928$928
Other expenses (24a–d)Ln 24$7K$7K
Total functional expensesLn 25$25.2M$23.8M$1.2M$183K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $7.4M$9.5M−$2.1M$4.8M 990 PDF
FY2023 $13.6M$16.3M−$2.8M$6.7M 990 PDF
FY2022 Viewing $24.3M$25.2M−$886K$9.7M 990 PDF
FY2021 $22.1M$21.0M$1.1M$10.6M 990 PDF
FY2020 $11.3M$10.3M$962K$9.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $24,294,635 across 5 lines filed
VIII-1f All other contributions, gifts and grants$23,703,731
VIII-1h Total contributions, gifts and grants$23,703,731
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $542,350$542,350
VIII-3 Investment incomeExcluded from tax $48,554$48,554
VIII-12 Total revenueRelated to mission $542,350 · Unrelated business $0 · Excluded from tax $48,554$24,294,635
Part IX · Statement of functional expenses $25,180,256 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $1,037,918$1,037,918
IX-5 Pay of current officers, directors and key staffPrograms $567,960 · Management $6,868 · Fundraising $34,338$609,166
IX-7 Other salaries and wagesPrograms $1,788,420 · Management $20,947 · Fundraising $116,778$1,926,145
IX-8 Pension plan contributionsPrograms $53,149 · Management $589 · Fundraising $4,281$58,019
IX-9 Other employee benefitsPrograms $260,065 · Management $1,892 · Fundraising $17,356$279,313
IX-10 Payroll taxesPrograms $151,340 · Management $1,828 · Fundraising $10,530$163,698
IX-11b Legal feesManagement $707,501$707,501
IX-11c Accounting feesManagement $57,104$57,104
IX-11d Lobbying feesPrograms $27,500$27,500
IX-11g Other fees for servicesPrograms $19,440,938 · Management $95,262$19,536,200
IX-13 Office expensesPrograms $23,508 · Management $179,755$203,263
IX-19 Conferences, conventions and meetingsPrograms $461,947 · Management $104,529$566,476
IX-22 Depreciation, depletion and amortizationManagement $928$928
IX-24 Other expenses (24a–d)Management $7,025$7,025
IX-25 Total functional expensesPrograms $23,812,745 · Management $1,184,228 · Fundraising $183,283$25,180,256
Part X · Balance sheet $20,555,172 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $20,865,079$12,153,557
X-2 Savings and temporary cash investmentsStart of year $8,151,817$6,070,393
X-3 Pledges and grants receivableStart of year $578,000$2,257,763
X-4 Accounts receivableStart of year $44,020$61,750
X-9 Prepaid expenses and deferred chargesStart of year $360,268$11,709
X-10c Land, buildings and equipment, netStart of year $928$0
X-16 Total assetsStart of year $30,000,112$20,555,172
X-17 Accounts payable and accrued expensesStart of year $1,640,797$1,610,445
X-19 Deferred revenueStart of year $17,735,178$9,206,211
X-26 Total liabilitiesStart of year $19,375,975$10,816,656
X-27 Net assets without donor restrictionsStart of year $8,597,378$5,941,533
X-28 Net assets with donor restrictionsStart of year $2,026,759$3,796,983
X-32 Total net assets or fund balancesStart of year $10,624,137$9,738,516
X-33 Total liabilities and net assetsStart of year $30,000,112$20,555,172
Part XI · Reconciliation of net assets $9,738,516 net assets at year end
XI-1 Total revenue$24,294,635
XI-2 Total expenses$25,180,256
XI-3 Revenue less expenses−$885,621
XI-4 Net assets at start of year$10,624,137
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,738,516

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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