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

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$1.0M 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

FY2024 · 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
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.0M
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
12 mo
of spending, in cash
Looks good: 12.3 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
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 13 voting members
Looks good: 11 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.4M
+76% vs prior year
Spent
$4.8M
To programs
79%
Net assets
$4.2M
By yearFY2020–FY2025
Revenue
$5.4M
FY2024▲ +76%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.7M
FY2021$4.8M
FY2022$4.0M
FY2023$3.0M
FY2024$5.4M
FY2025$6.1M
Expenses
$4.8M
FY2024▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.3M
FY2021$3.9M
FY2022$4.4M
FY2023$4.5M
FY2024$4.8M
FY2025$5.8M
Net assets
$4.2M
FY2024▲ +15%
Tap a bar for its year
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 FY2024 Form 990 (year ending August 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

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

79 cents of each dollar spent went to programs.

Program services 79% · $3.8M Management & general 13% · $640K Fundraising 7% · $344K

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

19 people listed on the 990; $1.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
President & Executive Dire
$248,856Pt VII · Sec A
SR Director of Strategic Initiatives
$168,969Pt VII · Sec A
Chief Operations Officer
$127,158Pt VII · Sec A
VP of Investor Development
$126,379Pt VII · Sec A
Chief Transformation Offic
$122,134Pt VII · Sec A
SR Director Community Solu
$116,682Pt VII · Sec A
SR Director of Research
$103,063Pt 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.

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Provided by the organization

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3 programs · $3.2M · in their own filed words · FY2023
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.

$1.5Mprogram 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.

$951Kprogram expense
03

Provide Objective Data

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

$761Kprogram expense

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 FY2024 990, line by line.

1The main four
Money inPt VIII
$5.4M
Ln 12
Gifts and grantsLn 1h$4.0M
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$62K
Money outPt IX
$4.8M
Ln 25
Programscol B$3.8M
Managementcol C$640K
Fundraisingcol D$344K
Owns and owesPt X
$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$4.9M
Total assetsLn 16$5.4M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
19
listed · VII A
PaidVII A7
Voting boardVI 1a13
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.0M
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$62K
Total revenueLn 12$5.4M
Assets in detailPt X, end of year
CashLn 1$4.9M
Cash and savings togetherLn 1–2$4.9M
Total assetsLn 16$5.4M
LiabilitiesLn 26$1.2M
Net assetsLn 32$4.2M
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 FY24End FY24
Cash and savingsLn 1–2$4.5M$4.9M
Total assetsLn 16$4.9M$5.4M
LiabilitiesLn 26$1.2M$1.2M
Net assetsLn 32$3.7M$4.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$619K$424K$121K$74K
Other salaries and wagesLn 7$3.1M$2.6M$378K$130K
Legal feesLn 11b$4K$772$3K$162
Professional fundraising feesLn 11e$70K$70K
Other fees for servicesLn 11g$542K$473K$28K$41K
Advertising and promotionLn 12$18K$4K$13K$743
Office expensesLn 13$15K$3K$11K$623
OccupancyLn 16$82K$54K$20K$8K
TravelLn 17$98K$79K$10K$10K
Conferences, conventions and meetingsLn 19$89K$49K$34K$5K
InsuranceLn 23$1K$234$882$49
Other expenses (24a–d)Ln 24$109K$85K$19K$5K
Total functional expensesLn 25$4.8M$3.8M$640K$344K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $6.1M$5.8M$357K$4.8M 990 PDF
FY2024 Viewing $5.4M$4.8M$562K$4.2M 990 PDF
FY2023 $3.0M$4.5M−$1.5M$3.7M 990 PDF
FY2022 $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 R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $5,350,985 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,574,073$4,032,152
I-9 Program service revenuePrior year $1,430,336$1,256,699
I-10 Investment incomePrior year $49,415$62,134
I-11 Other revenuePrior year −$5,508$0
I-12 Total revenuePrior year $3,048,316$5,350,985
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,558,547$3,760,117
I-16a Professional fundraising feesPrior year $68,002$69,910
I-17 Other expensesPrior year $908,390$958,504
I-18 Total expensesPrior year $4,534,939$4,788,531
I-19 Revenue less expensesPrior year −$1,486,623$562,454
Part VI · Governance 11 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,350,985 across 6 lines filed
VIII-1b Membership dues$37,500
VIII-1f All other contributions, gifts and grants$3,994,652
VIII-1h Total contributions, gifts and grants$4,032,152
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,256,699$1,256,699
VIII-3 Investment incomeExcluded from tax $62,134$62,134
VIII-12 Total revenueRelated to mission $1,256,699 · Unrelated business $0 · Excluded from tax $62,134$5,350,985
Part IX · Statement of functional expenses $4,788,531 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $423,792 · Management $121,115 · Fundraising $73,880$618,787
IX-7 Other salaries and wagesPrograms $2,633,150 · Management $377,760 · Fundraising $130,420$3,141,330
IX-11b Legal feesPrograms $772 · Management $2,917 · Fundraising $162$3,851
IX-11e Professional fundraising feesFundraising $69,910$69,910
IX-11g Other fees for servicesPrograms $473,013 · Management $28,473 · Fundraising $40,530$542,016
IX-12 Advertising and promotionPrograms $3,544 · Management $13,394 · Fundraising $743$17,681
IX-13 Office expensesPrograms $2,975 · Management $11,244 · Fundraising $623$14,842
IX-16 OccupancyPrograms $54,423 · Management $20,393 · Fundraising $7,647$82,463
IX-17 TravelPrograms $78,545 · Management $9,818 · Fundraising $9,818$98,181
IX-19 Conferences, conventions and meetingsPrograms $49,442 · Management $34,214 · Fundraising $5,321$88,977
IX-23 InsurancePrograms $234 · Management $882 · Fundraising $49$1,165
IX-24 Other expenses (24a–d)Programs $84,815 · Management $19,499 · Fundraising $5,014$109,328
IX-25 Total functional expensesPrograms $3,804,705 · Management $639,709 · Fundraising $344,117$4,788,531
Part X · Balance sheet $5,422,773 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $4,542,785$4,912,009
X-3 Pledges and grants receivableStart of year $250,204$319,985
X-4 Accounts receivableStart of year $126,700$190,779
X-16 Total assetsStart of year $4,919,689$5,422,773
X-17 Accounts payable and accrued expensesStart of year $1,236,836$1,177,466
X-26 Total liabilitiesStart of year $1,236,836$1,177,466
X-27 Net assets without donor restrictionsStart of year $2,345,235$1,164,519
X-28 Net assets with donor restrictionsStart of year $1,337,618$3,080,788
X-32 Total net assets or fund balancesStart of year $3,682,853$4,245,307
X-33 Total liabilities and net assetsStart of year $4,919,689$5,422,773
Part XI · Reconciliation of net assets $4,245,307 net assets at year end
XI-1 Total revenue$5,350,985
XI-2 Total expenses$4,788,531
XI-3 Revenue less expenses$562,454
XI-4 Net assets at start of year$3,682,853
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,245,307

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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