E3 Alliance FY2022 filing

Tax-deductible

Austin, TX501(c)(3)Since 2006EducationEIN 64-0963235

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Transforming education systems through data and collaboration so all students succeed.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$699K 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $249K a year · 5% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$699K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 15.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1.3M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 18 voting members
Looks good: 17 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.0M
-17% vs prior year
Spent
$4.4M
To programs
85%
Net assets
$5.2M
By yearFY2020–FY2025
Revenue
$4.0M
FY2022▼ -17%
Revenue by fiscal year
FY2020$4.7M
FY2021$4.8M
FY2022$4.0M
FY2023$3.0M
FY2024$5.4M
FY2025$6.1M
Expenses
$4.4M
FY2022▲ +13%
Expenses by fiscal year
FY2020$3.3M
FY2021$3.9M
FY2022$4.4M
FY2023$4.5M
FY2024$4.8M
FY2025$5.8M
Net assets
$5.2M
FY2022▼ -7%
Net assets by fiscal year
FY2020$4.6M
FY2021$5.6M
FY2022$5.2M
FY2023$3.7M
FY2024$4.2M
FY2025$4.8M

From the FY2022 Form 990 (year ending August 2022) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 2007.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $3.7M Management & general 9% · $400K Fundraising 6% · $263K

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

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Who runs it and what they're paid

22 people listed on the 990; $699K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
President & Executive Director
$220,543Pt VII · Sec A
SR Director of Strategic Initiatives
$146,689Pt VII · Sec A
VP of Investor Development
$113,662Pt VII · Sec A
Chief Operations Officer
$113,561Pt VII · Sec A
Chief Transformation Officer
$104,826Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Susan Dawson’s $223K as Director & President Emeritus is at the 87th 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Susan P Dawson—$248,856$236,021$220,543$214,519—
Susan Dawson$222,928————$211,234
Richard Tagle$204,535—————
Jennifer C Saenz—$168,969$157,336$146,689$139,179—
Matt Pope—————$153,033
Karl Nichols$131,663————$108,139
Lori Davis$128,581$122,134$117,970$104,826——
Cara Clifford$127,853—$119,818$113,561$108,812$108,339

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.

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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

Improves education systems using data and teamwork for student success.

Provided by the organization

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3 program services account for $3.1M of program spending, described in the organization's own filed words · FY2021.
01

The organization is the catalyst for the blueprint for educational change, a strategic plan providing a clear set of goals for education improvement to drive the economic success of central texas.

$1.4Mprogram expense
02

Provide research-proven, data-driven services to improve student outcomes across the state of texas including professional learning and follow-up coaching for leadership, faculty, and staff at the district and campus levels.

$969Kprogram expense
03

Provide Objective Data

The organization showcases information so others can see the opportunity and reward of change in education systems and outcomes.

$775Kprogram 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 · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$1.3M

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$4.0M
Ln 12
Gifts and grantsLn 1h$2.5M
Fees for servicesLn 2g$1.5M
Other incomeLn 4–11$16K
Money outPt IX
$4.4M
Ln 25
Programscol B$3.7M
Managementcol C$400K
Fundraisingcol D$263K
Owns and owesPt X
$5.2M
net assets · Ln 32
Cash and savingsLn 1–2$5.8M
Total assetsLn 16$6.4M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
22
listed · VII A
PaidVII A5
Voting boardVI 1a18
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.5M
Fundraising eventsLn 1c$160K
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$15K
Other incomeLn 4–11$16K
Total revenueLn 12$4.0M
Assets in detailPt X, end of year
CashLn 1$5.8M
Cash and savings togetherLn 1–2$5.8M
Total assetsLn 16$6.4M
LiabilitiesLn 26$1.2M
Net assetsLn 32$5.2M
OperationsPt I, VI
EmployeesI 535
VolunteersI 6280
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$5.2M$5.8M
Total assetsLn 16$6.0M$6.4M
LiabilitiesLn 26$466K$1.2M
Net assetsLn 32$5.6M$5.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$261K$137K$65K$59K
Other salaries and wagesLn 7$2.5M$2.2M$228K$115K
Accounting feesLn 11c$20K$12K$7K$870
Professional fundraising feesLn 11e$61K$61K
Other fees for servicesLn 11g$574K$541K$32K$2K
Advertising and promotionLn 12$5K$3K$2K$233
Office expensesLn 13$20K$11K$7K$853
Information technologyLn 14$27K$17K$4K$6K
OccupancyLn 16$76K$58K$13K$6K
TravelLn 17$84K$67K$8K$8K
Conferences, conventions and meetingsLn 19$51K$43K$4K$3K
InsuranceLn 23$1K$814$510$61
Other expenses (24a–d)Ln 24$687K$657K$29K$1K
Total functional expensesLn 25$4.4M$3.7M$400K$263K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $6.1M$5.8M$357K$4.8M 990 PDF
FY2024 $5.4M$4.8M$562K$4.2M 990 PDF
FY2023 $3.0M$4.5M−$1.5M$3.7M 990 PDF
FY2022 Viewing $4.0M$4.4M−$366K$5.2M 990 PDF
FY2021 $4.8M$3.9M$975K$5.6M 990 PDF
FY2020 $4.7M$3.3M$1.5M$4.6M 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 $4,019,509 across 8 lines filed
VIII-1b Membership dues$37,500
VIII-1c Fundraising events$160,485
VIII-1f All other contributions, gifts and grants$2,331,499
VIII-1h Total contributions, gifts and grants$2,529,484
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,458,852$1,458,852
VIII-3 Investment incomeExcluded from tax $15,297$15,297
VIII-8 Net income from fundraising eventsExcluded from tax $15,876$15,876
VIII-12 Total revenueRelated to mission $1,458,852 · Unrelated business $0 · Excluded from tax $31,173$4,019,509
Part IX · Statement of functional expenses $4,385,841 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $136,985 · Management $65,231 · Fundraising $58,708$260,924
IX-7 Other salaries and wagesPrograms $2,176,507 · Management $227,673 · Fundraising $115,090$2,519,270
IX-11c Accounting feesPrograms $11,695 · Management $7,334 · Fundraising $870$19,899
IX-11e Professional fundraising feesFundraising $60,601$60,601
IX-11g Other fees for servicesPrograms $540,685 · Management $31,958 · Fundraising $1,715$574,358
IX-12 Advertising and promotionPrograms $3,134 · Management $1,966 · Fundraising $233$5,333
IX-13 Office expensesPrograms $11,465 · Management $7,190 · Fundraising $853$19,508
IX-14 Information technologyPrograms $17,430 · Management $3,882 · Fundraising $5,642$26,954
IX-16 OccupancyPrograms $57,769 · Management $12,651 · Fundraising $5,777$76,197
IX-17 TravelPrograms $66,857 · Management $8,357 · Fundraising $8,357$83,571
IX-19 Conferences, conventions and meetingsPrograms $43,068 · Management $4,122 · Fundraising $3,373$50,563
IX-23 InsurancePrograms $814 · Management $510 · Fundraising $61$1,385
IX-24 Other expenses (24a–d)Programs $656,557 · Management $29,449 · Fundraising $1,272$687,278
IX-25 Total functional expensesPrograms $3,722,966 · Management $400,323 · Fundraising $262,552$4,385,841
Part X · Balance sheet $6,404,557 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $5,190,242$5,785,164
X-3 Pledges and grants receivableStart of year $731,637$518,355
X-4 Accounts receivableStart of year $100,439$101,038
X-16 Total assetsStart of year $6,022,318$6,404,557
X-17 Accounts payable and accrued expensesStart of year $466,454$1,235,859
X-26 Total liabilitiesStart of year $466,454$1,235,859
X-27 Net assets without donor restrictionsStart of year $4,687,531$3,722,489
X-28 Net assets with donor restrictionsStart of year $868,333$1,446,209
X-32 Total net assets or fund balancesStart of year $5,555,864$5,168,698
X-33 Total liabilities and net assetsStart of year $6,022,318$6,404,557
Part XI · Reconciliation of net assets $5,168,698 net assets at year end
XI-1 Total revenue$4,019,509
XI-2 Total expenses$4,385,841
XI-3 Revenue less expenses−$366,332
XI-4 Net assets at start of year$5,555,864
XI-6 Donated services and use of facilities−$20,054
XI-8 Prior period adjustments−$780
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,168,698

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

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